近年来，大鹏新区以旅游和海洋经济为核心，构建"出国旅游替代、运动达人天堂、海洋经济集聚、清 洁能源基地"发展格局。在产业布局上，深圳海洋大学（筹）东校区封顶，深海科考中心、海洋博物馆 有序推进；国家管网深圳LNG应急调峰站等能源项目投产，"大鹏LNG走廊"接卸量全国第一；低空经济 产业园投用，全球商业遥感卫星接收站网总部开工。文旅领域，地中海俱乐部粤港澳首店、洲际英迪格 野奢酒店等21个项目落地，全球最大乐高乐园单体建筑封顶。 【深圳商报讯】（记者 张宇婷 张妍）5月13日，"央地国企深圳行——海洋专场"大鹏站活动在坝光展厅 举办。活动由深圳市委组织部、市国资委等多部门主办，以"央地联动 逐梦山海"为主题，邀请40余家 央企、国企实地考察大鹏新区投资环境。现场重点推介产业规划、扶持政策及人才政策，并达成9个央 地合作项目签约，涵盖海洋科技、文旅融合、能源循环等领域，总投资额超74亿元。其中包括中国农业 科学院深圳农业基因组研究所（大鹏湾实验室）AI驱动的植物细胞自动化生物制造大科学设施与中试 平台项目、中集海洋工程有限公司中集普乐方海上渔旅综合体项目等央地合作项目，为区域发展注入新 动能。 作为深圳建设世界级 ...

Group 1 - The meeting emphasized the importance of advancing major scientific and technological projects in natural resources, aligning with national strategic tasks and current needs [1][2][9] - It was highlighted that the natural resources sector is transitioning from a following and catching-up phase to a leading phase in technological innovation [2][9] - The meeting called for enhanced collaboration and precise management in the implementation of key technology projects, ensuring the effective use of funds and resources [1][2][8] Group 2 - The meeting discussed the establishment of a long-term mechanism for supervising major scientific projects and national key laboratories, focusing on risk identification and management [1][2][8] - It was noted that the integration of ecological restoration with industrial heritage protection is crucial for achieving sustainable development in urban areas [3][4][5] - The release of a long-term satellite remote sensing dataset for marine color elements aims to support marine environmental monitoring and disaster reduction efforts [6][9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002086 证券简称：东方海洋 公告编号：2025-020 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 R适用 □不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 R不适用 公司不存在将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性 损益项目界定为经常性损益的项目的情形。 ...

Core Insights - Guangdong Free Trade Zone (FTZ) has played a crucial role in adapting to complex international trade dynamics, marking its tenth anniversary with significant institutional innovations and achievements [1][2][3] Institutional Innovations - Over the past decade, Guangdong FTZ has achieved 772 institutional innovation results, with 237 replicated across the province and 43 promoted nationwide, accounting for one-fourth of the national total [1] - The FTZ has published 356 institutional innovation cases, with 8 recognized as national best practices, representing nearly one-tenth of the total [1] Economic Impact - Guangdong FTZ has seen an average annual growth rate of over 24% in foreign trade imports and exports, with cumulative fixed asset investment exceeding 1.3 trillion yuan, averaging over 130 billion yuan annually [3] - In 2024, the FTZ's import and export value reached 749.39 billion yuan, a growth of 25.6%, contributing 1.8 percentage points to Guangdong's overall foreign trade growth [6] Industry Development - The FTZ has transitioned from institutional innovation to industrial innovation, focusing on attracting high-end elements in key industries such as biomedicine and advanced manufacturing [2][5] - Specific areas like Nansha have developed industrial clusters in heavy equipment and marine engineering, with advanced manufacturing accounting for over 70% of the industrial added value [3][4] Policy Support - The recent issuance of the "Opinions on Implementing the Free Trade Zone Enhancement Strategy" emphasizes the importance of the FTZ in promoting high-level opening-up and high-quality development [1][8] - The Ministry of Commerce has announced plans to strengthen classified guidance for FTZs and expand reform task authorizations, particularly in Guangdong, Tianjin, and Fujian [1] Financial Innovations - Guangdong FTZ has pioneered financial openness policies, establishing the first Hong Kong-funded public fund company and a fully foreign-owned futures company [7] - The Nansha area has implemented a new offshore trade "white list" system, achieving a scale of 2.85 billion USD in new offshore international trade receipts in 2024 [7] Future Directions - The FTZ aims to leverage its proximity to Hong Kong and Macau to deepen cooperation and enhance policy synergies, thereby attracting more high-end resources and promoting collaborative industrial development [5][9] - There is a focus on fostering new business models such as offshore trade and digital trade to help enterprises reduce costs and enhance international competitiveness [7][8]

Summary of Deep Sea Technology Conference Call Industry Overview - The focus is on the deep sea technology sector, which is expected to replicate the previous excess returns seen in the low-altitude economy due to improved risk appetite and liquidity conditions [2][6] - The deep sea technology theme combines stable performance with low valuation, showing significant investment value during the April earnings disclosure period [2][3] Key Points and Arguments - **Market Potential**: Deep sea technology is anticipated to exhibit substantial elasticity opportunities under favorable conditions, similar to the low-altitude economy's performance [2] - **Performance Metrics**: Statistical analysis indicates that deep sea technology has higher revenue and profit growth rates compared to other sectors, marking the beginning of an upward cycle in marine engineering equipment [3] - **Comparative Analysis**: A scoring system shows deep sea technology ranks high in academic influence, policy impact, and international mapping, but has weaknesses in public discourse and investment scale, indicating room for growth [4] - **Regional Advantages**: Coastal provinces in China, particularly the southern coastal areas, have a geographical advantage for developing deep sea technology, potentially leading to sustained industrial cluster effects [5] - **Technological Support**: Deep sea technology is crucial for advancing upstream material information and midstream equipment manufacturing technologies, pushing industries towards high-end development [9] - **Development Trends**: Key trends include the evolution of detection platforms towards unmanned, intelligent, and clustered systems, and the integration of various underwater monitoring networks [10][13] Additional Insights - **Investment Focus**: Current investment should target breakthroughs in upstream and midstream technologies, with a future shift towards downstream applications once progress is made [10] - **Material Development**: Advanced materials that withstand deep sea conditions are critical, with a focus on corrosion-resistant and pressure-resistant materials [15] - **Policy Continuity**: Deep sea technology has significant policy continuity, highlighted by its mention in national development strategies and the need for energy independence [19][20] - **Strategic Importance**: The development of commercial technology in deep sea sectors is strategically important due to increasing geopolitical uncertainties [21] - **Local Government Initiatives**: Local governments are actively responding to national policies by formulating support measures and restructuring institutions to promote marine economic development [22] Conclusion - The deep sea technology sector presents a compelling investment opportunity due to its robust fundamentals, low valuations, and significant growth potential, making it a key area for investor focus [6]

Group 1: Deep Sea Technology - The government work report for 2025 mentions the promotion of emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology, indicating potential future policies and major project implementations [2] - China's marine economy surpassed 10 trillion yuan in 2024, with deep-sea technology expected to be a significant growth engine for this sector [2] - Major equipment and engineering projects in the deep-sea field, such as UUVs, deep-sea space stations, and underwater observation networks, are underway, which will drive continuous resource development [2] - The three fields (deep-sea technology, commercial aerospace, low-altitude economy) share a core logic of military-civilian integration, supporting military strength while providing new economic growth engines [2] Group 2: Runze Technology - The company is a leader in park-level data centers, collaborating deeply with downstream telecom operators, large internet companies, and cloud service providers to offer IDC and AIDC services [2] - Since 2010, the company has established a presence in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, Greater Bay Area, Chengdu-Chongqing Economic Circle, and Northwest regions, with a new park in Hainan added in 2023 [2] - The company has planned and constructed seven AIDC intelligent computing infrastructure clusters, with 61 intelligent computing centers and approximately 320,000 cabinet resources [2][3] - The company's mature data center shelf rate exceeds 90%, significantly higher than the industry average of 58%, indicating effective customer attraction and operational efficiency [3] - The company’s gross profit margin for the first three quarters of 2024 is 31%, substantially higher than peers, due to high shelf rates and excellent cost control [3] - The company is expected to maintain high profitability and benefit from the AIDC industry's growth, with projected net profits of 2.19 billion yuan, 3.19 billion yuan, and 4.00 billion yuan for 2024, 2025, and 2026, respectively [3] Group 3: Softcom Power - Softcom Power is a leading IT service company in China, providing digital information technology services to major enterprises like Huawei, Alibaba, Baidu, and Tencent [5] - The company has enhanced its hardware product line through acquisitions, promoting a "soft and hard integration" strategy to improve its overall competitiveness [5] - The launch of HarmonyOSNEXT by Huawei marks the official arrival of the "pure blood" Hongmeng system, which is expected to drive demand for PC products equipped with this system [5] - The company is positioned to benefit from the AI development wave as it continues to invest in AI and build computing centers [5] - Softcom Power has established a joint venture with Zhiyuan Robotics and launched its first humanoid robot, Tianhe C1, anticipating rapid industry growth by 2025 [5][6] - Collaborations with major tech companies like Alibaba Cloud, Tencent, and Baidu, along with partnerships in AI model development with ByteDance, position the company favorably in the AI and internet sectors [6]

持强劲的人口虹吸效应，城镇化水平不断提升。杭州人口增速呈放缓趋势，城镇化率仍在提升， 2022年末杭州常住人口1237.6万人，增量位居全省11个地级市之首。 文：任泽平团队 导读 党的二十大报告提出，"高质量发展是全面建设社会主义现代化国家的首要任务"。 高质量发展 是满足人民美好生活需要的内在要求，因此， 提升居民的幸福感指数，对于提升人民获得感和 幸福感、实现高质量发展的最终目的至关重要。我们在《中国十大最具幸福感城市2023》研究报告 中对全国除港澳台外的337个地级及以上城市幸福感指数进行了客观排名， 南京、杭州、长沙、合 肥、舟山、芜湖、苏州、宁波、大连、珠海位居前十。 根据我们构建的城市幸福感指数评价体系， 生态环境、经济环境、社会环境是影响居民幸福感的三个重要维度。幸福在哪里？哪里最幸福？ 摘要 NO1.南京：六朝古都，交通枢纽，教育资源丰富。 1）南京地处中国东部、长江下游，濒江近 海，气候宜居，地理位置优越，名胜古迹众多，城市绿化程度高。2）经济发展潜力巨大，人民物 质生活水平不断提高，2022年，南京市人均GDP17.9万元，居全国第六、中国省会城市第一。3） 交通便利，公共基础设施完备 ...