央视网消息：2025年6月8日是第十七个"世界海洋日"和第十八个"全国海洋宣传日"，2025年的主题是"保护海洋生态系统 人与自然和谐共生"。 自然资源部6月8日发布了《2024年中国海洋生态预警监测公报》。 2024年，自然资源部组织实施海洋生态预警监测。在14条近海标准断面、1621个近海监测站位开展生态趋势性监测，对136个典型生态系统分 布区域和350个典型海岛开展调查监测。针对赤潮等生态灾害和海洋低氧等生态问题开展预警监测。 2024年，海洋生态保护修复持续推进，累计整治修复海岸线约400千米。"海洋经济"绿色低碳转型发展，海上风电发电量同比增长近30%。海 洋生态保护国际合作与交流亮点纷呈，为全球海洋治理贡献中国方案。 我国持续加强红树林 珊瑚礁保护修复 监测结果显示，2024年，我国海洋生态状况总体稳定，局部海域有所改善，典型生态系统状况以优良和稳定为主。 红树林、珊瑚礁是天然的"海岸卫士"，能有效消减风暴潮等自然灾害，保护沿海社区和基础设施。近年来，我国持续加强红树林、珊瑚礁典型 生态系统的保护修复。 海南东寨港国家级自然保护区，是我国建立的第一个以红树林为主的湿地类型自然保护区。近几年，保护 ...

行业报告 | 行业研究周报 通信 证券研究报告 亚马逊加码 AI 基建，卫星互联网低轨 04 组卫星成功发射 本周行业动态： 亚马逊加码 AI 基建，宣布在美国北卡罗来纳州投资约 100 亿美元 亚马逊当地时间 6 月 4 日宣布计划在美国北卡罗来纳州投资约 100 亿美 元，扩展其位于当地的数据中心基础设施以支持 AI 和云计算技术。亚马逊 表示此次投资预计将创造至少 500 个新的高技能工作岗位（包括数据中心 工程师、网络专家、工程运营经理、安全专家等），同时在 AWS 数据中心 供应链中带来数千个其它工作岗位。 卫星互联网低轨 04 组卫星成功发射 2025 年 6 月 6 日，我国在太原卫星发射中心使用长征六号甲运载火箭，以一箭 5 星方式，成功将卫星互联网低轨 04 组卫星送入预定轨道。卫星互联网低轨 04 组卫 星使用 Ka 等频段载荷，主要为用户提供宽带通信、互联网接入等服务。执行本次 任务的长征六号甲运载火箭是新一代固液捆绑中型运载火箭，由中国航天科技集团 有限公司八院抓总研制。 本周投资观点： 我们持续看好 AI 行业作为年度投资主线，后续伴随着 DeepSeek R2/V4 等以及包 括 ...

Core Insights - The event on June 6, 2025, focused on marine ecosystem protection and showcased Guangdong's achievements in becoming a marine strong province and Shenzhen's goal of becoming a global marine center [1] Group 1: Economic Development - Guangdong's marine production value is projected to exceed 2.0 trillion yuan in 2024, maintaining the top position in the country for 30 consecutive years, accounting for 14.1% of the regional GDP and contributing 27.3% to the nominal growth of the provincial economy, boosting the nominal growth by 0.7 percentage points [1] Group 2: Technological Innovations - The marine technology exhibition presented nearly 30 new development achievements in Guangdong's marine economy, including the first high-end bay area cruise model "Bay Area No. 1," the only domestically produced HYPOS® Beidou navigation and positioning integrated system, and the world's first intelligent omnidirectional anti-current underwater robot "潜鲛X100" [2] Group 3: Collaborative Initiatives - Shenzhen hosted multiple sub-events to deepen cooperation in the marine sector, including a maritime arbitration seminar, educational activities on aquatic wildlife protection, and a fishery resource release ceremony in collaboration with Hong Kong to enhance marine ecological cooperation in the Guangdong-Hong Kong-Macao Greater Bay Area [3]

Group 1 - The report highlights the optimistic growth in the global power equipment market, projected to exceed $700 billion by 2025, with significant investments in the power grid expected to surpass $450 billion [3][23] - The company is positioned as a leader in the high-end diesel generator market, benefiting from strategic partnerships and a robust supply chain, which enhances its pricing power [3][24] - Revenue forecasts for the company indicate substantial growth, with expected revenues of 2.76 billion, 3.76 billion, and 4.75 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year increases of 689%, 36%, and 26% [3][24] Group 2 - The offshore wind power sector is anticipated to experience a new wave of growth, with domestic installations expected to reach 12 GW in 2025, a 200% increase year-on-year [4][6] - The company is expanding its production capacity and focusing on the deep-sea wind market, with significant investments in export terminals to meet growing international demand [4][6] - Profit forecasts for the company suggest net profits of 8.6 billion, 11.0 billion, and 13.1 billion yuan for 2025, 2026, and 2027, with corresponding price-to-earnings ratios of 15.8, 12.3, and 10.3 [4][6] Group 3 - The nuclear power sector is witnessing accelerated investment, with completed investments reaching 36.26 billion yuan in the first four months of 2025, a 36.64% year-on-year increase [12][27] - The company is well-positioned to capitalize on the modular construction market for nuclear power, with a projected market size of approximately 864 billion yuan from 2025 to 2030 [12][28] - Expected net profits for the company are projected to be 2.3 billion, 2.5 billion, and 2.9 billion yuan for 2025, 2026, and 2027, with price-to-earnings ratios of 20, 19, and 16 [12][30] Group 4 - The magnesium alloy market is experiencing rapid growth, with the company focusing on expanding its production capacity to meet increasing demand in various sectors, including aerospace and automotive [7][31] - Revenue for the company is expected to reach 4.09 billion yuan in 2024, reflecting a 16.01% year-on-year increase, with continued growth anticipated in subsequent years [7][31] - The company is actively integrating into the lightweight strategy of leading automotive manufacturers, enhancing its market position [7][31]

Core Points - The Guangdong Province has officially announced the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aimed at addressing prominent issues in marine economic development and enhancing institutional support [1][2] Group 1: Legislative Overview - The regulation consists of seven chapters and fifty-three articles, focusing on five key areas: industrial development, technological innovation, green development, open cooperation, and service guarantees [1] - The marine production value of Guangdong Province reached 20,022.5 billion yuan in 2024, accounting for 14.1% of the regional GDP, marking the province's marine economy as the largest in the country for 30 consecutive years [1] Group 2: Industrial Development - The second chapter of the regulation highlights various marine industries, including marine electronic equipment, marine engineering equipment manufacturing, marine pharmaceuticals, offshore wind power, and modern fisheries [2] - Specific provisions encourage breakthroughs in key technologies for marine engineering equipment and support the development of new marine equipment such as submersibles and underwater robots [2] Group 3: Data and Resource Management - The regulation mandates the establishment of a marine data space and emphasizes the efficient flow of marine data elements through improved data sharing and management [3] - It also requires the government to promote layered rights management of marine areas to optimize the use of marine spatial resources [3] Group 4: Implementation and Support - The Guangdong Provincial Development and Reform Commission is designated as the main authority for overseeing the marine economy, tasked with developing related policy documents and planning for the "14th Five-Year Plan" [4] - The Natural Resources Department will lead the comprehensive implementation of the regulation, focusing on coastal planning and enhancing market-oriented allocation of marine resources [4]

Core Viewpoint - The Guangdong Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aiming to address bottlenecks in marine economic development through legal frameworks [1][3]. Legislative Background - The central government has emphasized the importance of marine economic development, with the 20th National Congress highlighting the need to develop marine economies and protect marine ecosystems [3]. - Guangdong, despite being a leading marine economy with a marine production value exceeding 2 trillion yuan in 2024, faces challenges such as uncoordinated industrial development and insufficient technological innovation [3]. Industrial Leap - The regulations focus on building a modern marine industry system, optimizing spatial layout, and promoting coordinated development between land and sea [5]. - Specific measures include the development of marine cities and the optimization of marine economic spatial layout, addressing the imbalance in marine industry development between different regions [5][6]. New Emerging Industries - The regulations encourage the expansion of electronic information enterprises into marine sectors and the development of offshore wind power [6]. - Guangdong aims to foster new industrial clusters worth hundreds of billions, focusing on deep-sea equipment and marine biotechnology [6]. Innovation and Production Capacity - The regulations emphasize strengthening technological innovation and creating a collaborative innovation system involving enterprises, markets, and research institutions [8]. - Key initiatives include establishing high-standard innovation platforms and promoting the aggregation of technological, talent, and financial resources towards marine enterprises [8][9]. Spatial Management - The regulations prioritize resource protection and spatial governance, ensuring a balance between marine development and ecological restoration [11]. - Innovative measures include the introduction of a "coastal line occupation and compensation system" and the implementation of spatial constraints to protect marine ecosystems [12].

Core Viewpoint - China's offshore wind power capacity reached 43.51 million kilowatts by the end of April this year, maintaining the world's largest cumulative installed capacity for four consecutive years, accounting for over 50% of the global total [1] Group 1: Offshore Wind Power Development in Yangjiang - Yangjiang has built and connected over 6 million kilowatts of offshore wind power by the end of last year, representing about half of Guangdong Province's total and ranking second nationwide [2] - Yangjiang's coastal advantages include a long coastline of over 400 kilometers and rich offshore wind resources, with a planned total installed capacity of 20 million kilowatts and an investment of approximately 207 billion yuan [4] - The local government is actively promoting offshore wind power development as part of the national "dual carbon" strategy, aiming to optimize energy structure and foster high-quality marine economic development [4][6] Group 2: Future Projections and Environmental Impact - By 2030, Yangjiang is projected to achieve an offshore wind power capacity of 40 million kilowatts, generating over 100 billion kilowatt-hours of electricity, which is equivalent to about 1/9 of Guangdong's estimated electricity consumption in 2024 [5] - This development is expected to reduce carbon dioxide emissions by 80 million tons annually, highlighting significant environmental benefits [6] Group 3: Industry Ecosystem and Innovation - Yangjiang has established a comprehensive offshore wind power industry chain covering resource development, equipment manufacturing, research and design, testing, certification, and operation services [7] - The city has attracted major companies and developed innovative construction and transmission technologies, setting a benchmark for global marine development [7][9] - Yangjiang aims to become a world-class wind power equipment manufacturing base, targeting an industry chain output value exceeding 200 billion yuan by 2035 [8] Group 4: Trends and Strategic Directions - The offshore wind power industry in China is entering a market-driven phase characterized by large-scale, deep-sea development, and continuous technological upgrades [10] - The industry is encouraged to focus on new floating foundation research, enhance cross-departmental collaboration, and explore integrated uses of marine resources [10] - Yangjiang is positioned as both an industrial hub and an innovation source, leveraging its resource advantages and technological advancements to lead in offshore wind power development [11]

太阳能光伏和风能是可再生能源领域的重要贡献者，分别占2024年总装机容量的56%和33%。亚太地区是这两种能源的最大市场。 1 September 1 17 11 17 全球可再生能源装机容量预计将从2024年的3.42太瓦（TW）到2035年达到11.2太瓦（TW），其中太阳能和风能占主导地位。 根据GlobalData的《可再生能源：战略情报》，这反映了从2024年到2035年的累计年增长率（CAGR）为11%。产能的增加将主要受到成本下降和强有力的 政策支持的推动。 GlobalData指出，全球可再生能源市场从2015年的0.93TW扩大到2024年底的3.42TW，复合年增长率为16%。 展望未来，到2030年，陆上风电行业预计将增长到1869亿美元，海上风电行业将增长到1504亿美元。这些数据表明，陆上风电的复合年增长率为4%，海上 风电的复合年增长率为14%，表明这些可再生能源的增长轨迹强劲。 （素材来自：GlobalData 新能源网综合） 太阳能光伏投资将超过陆上和海上风能行业。 仅在2024年，太阳能就获得了3291亿美元的投资，而陆上风电和海上风电的投资分别为1512亿美元和696亿美元 ...

华源证券近日发布大能源行业2025年第22周周报（20250602）：绿电直供业务已明确直 供线路由非电网企业建设，近期国家以及各地相关政策频出，更大概念上的源网荷储一体化 项目进展有望加快，从而使得用户侧商业模式更加丰富，电力交易、虚拟电厂、微电网等方 向值得关注。此外，类似业务模式主要还是为了提高绿电底层需求，有利于新能源设备行业 长期稳定发展，海上风电作为沿海重要的新能源资源发展有望提速。 以下为研究报告摘要： 投资要点： 事件：国家发改委、能源局发布《关于有序推动绿电直连发展有关事项的通知》（以下 简称《通知》）。 绿电直连有助于绿电经济性和环境价值体现。本次政策针对对单一用户的绿电供给模 式，带来2个明显的好处：（1）可以有效降低企业的用电成本；（2）对于企业碳排放认定 有很大帮助（特别是出口型企业）。我国东南沿海出口型企业密集，绿电是该地区重要的新 能源资源，随着直供模式推广有望带动海上风电产业快速发展。 明确绿电直供在现货连续运行区域可反送电网，提高绿电直供模式经济性。以往源网荷 储一体化项目为了降低公共电网调峰压力，通常对自用电比例都有较高要求且不允许反送电 网。《通知》在要求自用电比例不低于 ...

Core Viewpoint - The latest statistics from the Ministry of Natural Resources indicate that China's marine GDP reached 2.5 trillion yuan in the first quarter of this year, reflecting a year-on-year growth of 5.7%, highlighting the accelerated construction of a modern marine industry system [1] Group 1: Marine Economic Development - China's marine economy has shown significant high-quality development, with the added value of emerging marine industries expected to grow by 7.2% in 2024, surpassing the overall marine GDP growth by 1.3 percentage points [2] - The number of automated container and bulk cargo terminals has reached the highest in the world, with operational efficiency at automated terminals maintaining a global lead [2] - The usage rate of clean energy in international hub ports has exceeded 60%, and the market share for new green ship orders has reached 78.5% [2] Group 2: Policy and Innovation - A joint guideline issued by the Ministry of Natural Resources and five other departments aims to promote the large-scale utilization of marine energy, focusing on resource potential assessment, technological innovation, open cooperation, and policy measures [2] - Guangdong Province has established the Greater Bay Area Marine Energy Innovation Alliance, exploring innovative models for marine energy development [2] Group 3: Technological Innovation - The development plan for marine technology emphasizes addressing real demands, focusing on key areas such as polar energy, bioresource development, clean energy for ports, high-end marine equipment, and marine biomedicine [3] - A mechanism for integrated development of production, education, research, and application is being established to enhance the proportion of marine technology R&D projects in fiscal spending [3] Group 4: Industry Structure - Traditional industries are being upgraded through the integration of digital technologies such as IoT, big data, AI, and virtual simulation, particularly in marine oil and gas, shipbuilding, transportation, and fisheries [3] - The development of strategic and leading emerging industries is being promoted, including offshore wind power, deep-sea engineering equipment manufacturing, marine pharmaceuticals, and new marine materials [3] Group 5: Talent Development - Strengthening the talent cultivation and recruitment mechanism in marine sectors, implementing interdisciplinary training plans, and collaborating with national laboratories and leading tech enterprises to develop marine technology experts [4] - International cooperation is being enhanced through the establishment of overseas educational institutions and joint research efforts, with a focus on attracting marine technology innovation talents and seafarers [4]