重大科创平台上新 海上移动实验室长啥样？ 今年以来，江苏可以说是铆足了干劲，持续提升发展质量，做大经济总量。勇挑大梁的劲头体现在哪里？ 先看"大"的底气。今年上半年，江苏经济总量突破6.69万亿元，同比增长5.7%，由此带来的经济增量达到2543.8亿元，居全国各省份第一。再看"强"的门 道。亮眼的成绩单，离不开经济结构的升级向新。上半年，江苏高新技术产业增加值增速达到9.2%，产值占规上工业的比重达到51.8%，超过了半壁江山， 这也意味着，工业增加值里，每两块钱就有一块来自高新技术产业。其中，电子及通信设备、航空航天、电子计算机这三个"高精尖"行业，增速全都突破 10%，跑得比全国平均水平快不少。目前，江苏人工智能相关产业规模已超4000亿元，工业软件产业链占全国份额超过20％。更"强"的背后，正是不断提升 的科技含量。 经济增量全国第一的江苏如何继续保持稳中有进的增长势头？采访中，记者发现当地正想方设法锻造新引擎、开辟新赛道、培育新场景，围绕"新"字做文 章。重大科技创新平台，是突破关键核心技术的"实力担当"，也是支撑产业发展的"创新引擎"。江苏就瞄准这个重要载体，大力推动科技创新和产业创新融 合。 在 ...

央视网消息：2025年以来，江苏可以说是铆足了干劲，持续提升发展质量，做大经济总量。勇挑大梁的劲头体现在哪里？ 先看"大"的底气。2025年上半年，江苏经济总量突破6.69万亿元，同比增长5.7%，由此带来的经济增量达到2543.8亿元，居全国各省份第一。 再看"强"的门道。亮眼的"成绩单"离不开经济结构的升级向新。上半年，江苏高新技术产业增加值增速达到9.2%，产值占规上工业的比重达到 51.8%，超过了半壁江山。这也意味着，工业增加值里，每2元就有1元来自高新技术产业。其中，电子及通信设备、航空航天、电子计算机这 3个"高精尖"行业，增速全都突破10%，跑得比全国平均水平快不少。 目前，江苏人工智能相关产业规模已超4000亿元，工业软件产业链占全国份额超过20%。更"强"的背后，正是不断提升的科技含量。 锻造新引擎 聚焦重大科技创新平台 经济增量全国第一的江苏如何继续保持稳中有进的增长势头？据了解，当地正想方设法锻造新引擎、开辟新赛道、培育新场景，围绕"新"字做 文章。 重大科技创新平台，是突破关键核心技术的"实力担当"，也是支撑产业发展的"创新引擎"。江苏就瞄准这个重要载体，大力推动科技创新和产 业创新 ...

Group 1 - Zhongke Haixun's stock price increased by 19.99%, reaching 54.56 yuan, with a total market capitalization of 6.441 billion yuan and a trading volume of 106 million yuan, resulting in a turnover rate of 1.71% [1] Group 2 - Zhongke Haixun has been newly included in the "Marine Economy" concept sector, with its sonar technology gaining market attention due to its core applications in national marine equipment and deep-sea exploration, directly linking marine economy with national defense and military industry themes [2] - The recent fluctuations in the deep-sea technology concept sector have attracted capital focus, with Zhongke Haixun benefiting as a core supplier of underwater target detection and communication technology amid industry technological upgrades and enhanced strategic positioning [2] - Zhongke Haixun is primarily involved in the marine economy, deep-sea technology, national defense and military industry, marine engineering equipment, and special electronic information sectors [2]

该平台的建成，不仅有效助力企业降本增效、加速创新，也有助于加速构建"基础研究—技术攻关—成 果转化—科技金融—人才支撑"的全过程创新生态链，以及"技术研发—测试验证—成果转化"全链条服 务体系；还能够促进产学研的深度融合，搭建起科研机构、企业与政府之间的紧密合作桥梁。各方将充 分发挥自身优势，形成强大的发展合力，为深圳打造全球海洋中心城市、大鹏新区打造全球海洋中心城 市集中承载区贡献力量。 【深圳商报讯】（记者张妍通讯员张云峰）8月14日，深圳市海洋科技（大鹏新区南澳）创新测试平台 揭牌，标志着集科研测试、成果转化、生态保护于一体的开放式海洋试验场正式投用。深圳市海洋发展 局、深圳市科技创新局、自然资源部深圳海洋中心、深圳市海洋发展促进中心、大鹏新区等单位领导和 10多家涉海高校、企业代表共同出席活动。 4月以来，在市海洋发展局和大鹏新区管委会的指导下，南澳办事处数月攻坚，通过联合中国科学院深 圳先进技术研究院、清华大学深圳国际研究生院、广东海洋大学深圳研究院等涉海科研机构，出台制 度、升级硬件，全力推动海洋科技测试创新平台的建设，并发起成立深圳市海洋科技（大鹏新区南澳） 讲堂，进行科研成果展示、科技资讯交流 ...

Group 1: Policy Direction - The political bureau meetings from April to July shifted focus towards cultivating "internationally competitive" emerging pillar industries, aligning with the dual core demands of the "14th Five-Year Plan" for technological self-reliance and global economic engagement[3] - Emerging pillar industries are expected to play a crucial role in addressing both domestic challenges and international competition, becoming a significant focus in the "15th Five-Year Plan"[3] - The "14th Five-Year Plan" established a precedent for strategic emerging industries, emphasizing the need to bridge gaps in key sectors while fostering new industries[4] Group 2: Historical Context and Trends - Historical analysis from the "12th" to "15th Five-Year Plans" reveals two key trends: continuous investment in critical areas to reduce gaps and proactive positioning in emerging industries to lead global technological innovation[12] - The "14th Five-Year Plan" continued this trend by deploying strategic emerging industries and future industries, focusing on both "bridging gaps" and "nurturing new growth"[15] - Key strategic emerging industries identified include biomedicine, new generation information technology, and advanced structural materials, which are crucial for enhancing global competitiveness[15] Group 3: Future Industry Focus - The "15th Five-Year Plan" is anticipated to expand the scope of strategic emerging industries to include deep-sea space development and intelligent connected vehicles, with a significant increase in exploration of future industries[24] - Key areas of focus for the "15th Five-Year Plan" include intelligent robotics, marine economy, deep-sea technology, low-altitude economy, intelligent connected vehicles, brain-like intelligence, 6G, quantum information, hydrogen energy, and gene technology[27][30] - The development of these industries is expected to enhance production efficiency, resource security, and technological advancement across various sectors[27][30] Group 4: Risks and Considerations - Potential risks include inaccuracies or incompleteness in data and information statistics, which may affect the understanding of industry deployment and development during the "15th Five-Year Plan" period[31] - There is a risk that the actual deployment of emerging pillar industries may not align with current expectations, as future policy directions could evolve beyond existing discussions[31] - The pace of deployment for emerging pillar industries during the "15th Five-Year Plan" may fall short of expectations, despite the rising necessity for accelerated development[31]

Group 1: Economic Transformation - Qingdao has transformed from a traditional manufacturing hub to a "New Quality City," achieving a remarkable leap in the Global Innovation Index from 80th in 2019 to 20th in 2024 globally, and 8th nationally [1][2] - The city's GDP reached 858.73 billion yuan in the first half of 2025, with a year-on-year growth of 5.3% [1] - Qingdao's industrial structure is continuously evolving, with new and emerging industries growing rapidly, showcasing a blend of technological and industrial innovation [1][2] Group 2: Virtual Reality Industry - The Qingdao Virtual Reality Innovation Center, a new landmark, has become a hub for 137 virtual reality companies, including 3 unicorns and 6 national-level specialized enterprises, with the industry scale exceeding 22 billion yuan, growing by 22% [2][3] Group 3: Unicorn Enterprises - Qingdao is home to 9 unicorn companies, ranking second among northern cities after Beijing, indicating its growing status as a technology innovation city [3][4] - Notable unicorns include Weifang Diamond Aircraft Manufacturing Co., which has made significant strides in the low-altitude economy, producing the first domestically manufactured DA50 aircraft [3][4] Group 4: Specialized Small Giants - Qingdao has developed a matrix of specialized small giants in various sectors, including terahertz technology and marine electronics, contributing to the city's innovation ecosystem [4][6] - The number of innovative small and medium-sized enterprises in Qingdao increased by 40.3% year-on-year, with 1,434 new announcements in the first half of the year [6] Group 5: Marine Economy - Qingdao's marine economy is robust, with a marine production value of 551.32 billion yuan in 2024, growing by 6.6%, and the city is a leader in marine high-end talent and technology [7][8] - The city has made significant advancements in deep-sea resource development, exemplified by the "Sea Anemone No. 1," a major offshore oil and gas processing facility [7] Group 6: Industrial Internet - Qingdao aims to become a "World Industrial Internet Capital," with a focus on integrating traditional industries with new technologies, exemplified by the success of Kaos, a leading industrial internet platform [10][11] - The city has established a comprehensive industrial internet platform system, enhancing the efficiency and competitiveness of its manufacturing sector [10][11] Group 7: Capital Market Support - Qingdao's capital market has seen significant growth, with total deposits and loans exceeding 6 trillion yuan and annual financing surpassing 500 billion yuan by 2024 [13][14] - The city has implemented policies to attract private equity and venture capital, with the number of private equity funds increasing from 414 in 2018 to 2,440 in 2024 [13][14] Group 8: Innovation Ecosystem - Qingdao has a strong innovation ecosystem supported by 29 universities and numerous research institutions, facilitating collaboration between academia and industry [11][12] - The city has seen successful collaborations that have led to breakthroughs in various sectors, including tire manufacturing and high-end lubricants [12][12] Group 9: Future Prospects - Qingdao's focus on "dual new integration" is seen as a key driver for future growth, with the potential to lead in both technology and industrial innovation [19][20] - The city is positioned to leverage its strengths in traditional manufacturing while embracing new technologies to enhance its competitive edge [19][20]

Group 1 - The establishment of the Green Intelligent Boat Testing Ground in Haikou marks a significant step towards promoting the marine economy in Hainan Province, focusing on high-quality development and innovation in the marine high-end equipment industry [1] - The testing ground is the first of its kind in China dedicated to "green intelligent boats," providing a venue for real-ship testing and technical support for unmanned vessels and new energy ships [1] - The initiative aims to accelerate the full-process service covering "R&D - testing - certification," which is crucial for shortening the technology transfer cycle and supporting the industrialization of high-tech innovations [1] Group 2 - The establishment of the Hainan Green Intelligent Boat R&D Design Center and Innovation Consortium aims to tackle key technological bottlenecks in the green intelligent boat sector by collaborating with universities and enterprises [2] - The first new energy intelligent leisure fishing boat in Hainan, named "Qiong Sanya Fishing Leisure 88388," has been launched, focusing on dual applications of "leisure + sea fishing" and featuring an intelligent navigation system [2] - This new vessel is designed to enhance safety, efficiency, and product reliability, serving as a model for upgrading the fishing industry in Hainan towards a low-carbon transition [2] Group 3 - The Sanya Yazhou Bay Investment Company has initiated a plan for marine sanitation intelligent equipment, addressing the challenges of marine waste management through competitive bidding and innovation [3] - The plan encourages participation from companies and research teams in developing water surface cleaning robots and other unmanned intelligent equipment [3] - A joint enforcement mechanism has been established to enhance maritime safety governance, utilizing intelligent monitoring platforms and unmanned equipment for better oversight of the marine economy [3]

Investment Rating - Industry Rating: Outperform the market (maintained rating) [6] Core Viewpoints - The report emphasizes the acceleration of marine defense equipment construction and the potential for marine resource exploration and development, driven by national policies aimed at high-quality marine economic development [2] - Deep-sea operations are becoming a global focus, with underwater equipment driving the construction of the industrial chain, as countries enhance their military presence in deep-sea areas [3] - The report anticipates that China's underwater defense system construction will accelerate, with ongoing advancements in underwater communication networks and unmanned submersibles, benefiting from defense system development demands [4] - The urgency of deep-sea resource development is highlighted, with various metal minerals and oil and gas resources at the ocean floor, necessitating enhanced capabilities for marine resource acquisition [5] Summary by Sections Marine Defense Equipment - The central government is pushing for high-quality development of the marine economy, which includes strengthening marine technology innovation and enhancing marine strategic capabilities [2] - The U.S. military is significantly investing in deep-sea capabilities, developing systematic and unmanned intelligent deep-sea combat equipment [3] Deep-Sea Resource Development - The report notes that China faces a severe situation regarding key mineral resource security, with high dependence on imports for nickel, cobalt, and lithium [5] - The report suggests that through policy support and technological advancements, China is poised to enhance its deep-sea resource exploration and development capabilities [5] Investment Recommendations - The report recommends focusing on the entire deep-sea technology industrial chain, particularly in marine security and resource sectors, with specific attention to defense equipment, deep-sea oil and gas, offshore wind power, and deep-sea mining [6] - Suggested companies for investment include China Marine Defense, Western Materials, and China National Offshore Oil Corporation, among others [6]

Summary of Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The focus of the conference call is on the **deep sea technology** and **marine economy** sectors, which are gaining significant attention in the market [1][2]. - The marine economy is projected to contribute **10 trillion yuan** to the national GDP by 2024, accounting for **7.8%** of the total GDP, indicating a substantial growth potential [2]. Key Points and Arguments - The government has recognized deep sea technology as a crucial component of the marine economy, emphasizing its role in driving economic growth [2][5]. - The marine economy's GDP contribution is noted to be **11.5%**, positioning it as a new engine for economic growth [2]. - Recent government reports have highlighted the importance of developing new technologies and products in deep sea technology, aiming for large-scale application and demonstration [2]. - The strategic importance of deep sea technology is underscored by historical remarks from national leaders, advocating for the establishment of deep sea research bases and the modernization of marine industries [3][5]. Development Plans and Trends - Coastal provinces are actively releasing development plans for high-quality marine economic growth, such as Shanghai's and Guangdong's recent initiatives [3]. - The marine economy encompasses various sectors, including deep sea technology, marine tourism, and marine fisheries, with a strong emphasis on marine equipment manufacturing and emerging industries [4]. - The deep sea technology sector is identified as a key pillar of the marine economy, with a focus on deep sea materials, equipment manufacturing, and application [5][6]. Equipment and Technological Needs - The development of deep sea technology requires advanced underwater equipment to address the complex challenges of deep sea exploration [7]. - The shipbuilding industry is experiencing a resurgence, with a **13.8%** increase in ship completion volume and a **58.8%** rise in new orders in 2024 [8]. - There is a growing demand for underwater robots and other specialized equipment for deep sea exploration and resource development [8]. Future Opportunities - The integration of digitalization and artificial intelligence in marine industries is anticipated to drive further advancements in deep sea technology [10]. - The establishment of underwater data centers is highlighted as a critical factor for enhancing data security and compliance for domestic and international enterprises [11][12]. - The marine communication sector is expected to grow alongside the expansion into deeper waters, necessitating improved communication technologies [12]. Conclusion - The deep sea technology and marine economy sectors present significant investment opportunities, driven by government support, technological advancements, and increasing market demand [1][2][5].

Summary of the Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The marine economy in China surpassed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with a contribution of 11.5% to GDP growth, indicating its significance as a key growth driver for the national economy [2][4] - The government has emphasized deep-sea technology in its work report, highlighting the importance of this sector in national strategy [4] Core Areas of Deep Sea Technology - Deep sea technology encompasses three main areas: 1. **Deep Sea Material R&D**: Focused on high-performance steel, alloys, and composite materials to address challenges in extreme environments [6] 2. **Deep Sea Equipment Manufacturing**: Involves underwater robots, detection equipment, and marine engineering equipment [6] 3. **Deep Sea Digital Applications**: Incorporates information and intelligent technologies in deep-sea operations [6] Investment Opportunities - Investment opportunities are concentrated in: 1. **Specialty Steel, Titanium Alloys, and Polymer Materials**: Companies like Baotai Co., Baose Co., and Gangyan Gaona are key players [10] 2. **Underwater Exploration Equipment**: Including underwater robots and detection radar systems [10] 3. **Shipbuilding and Military Equipment**: This sector is seen as a critical area for future growth [10] Regional Development Initiatives - Coastal provinces such as Shanghai, Guangdong, and Fujian have released development plans focusing on high-tech industries, including marine equipment and new energy [7] Global Strategic Importance - The global competition for deep-sea control is driven by the strategic significance of deep-sea regions, with 90% of the world's waters exceeding 1,000 meters in depth [8][9] Current Industry Trends - The marine equipment industry is currently experiencing high demand, particularly in the exploration sector, which has shown strong performance [11] - Offshore wind power installations are on the rise, with significant potential for deep-sea wind power construction and related infrastructure needs [12] Future Directions in Deep Sea Technology - The development of deep-sea technology is increasingly focused on digitalization and intelligence, with the marine electronic information industry transitioning towards networked and intelligent systems [13] - Underwater data centers are emerging as a key infrastructure, utilizing natural cooling to address heat dissipation issues while being cost-effective [14] AI Integration - The integration of AI in deep-sea technology is gaining traction, particularly in communication needs as deep-sea exploration advances [15]