央广网记者了解到，近年来，海洋经济产业已逐步成长为揭阳市重要的新兴支柱产业。揭阳市海上风电 协同创新中心自2024年成立以来，各成员单位主动融入揭阳产业发展大局，一批联合技术攻关项目有序 推进，多项科技成果成功落地转化，推动各类海洋创新资源与科研成果在揭阳实现产业化，为当地海洋 经济高质量发展提供了有力支撑。 下一步，揭阳市将持续推进市海洋产业协同创新中心建设，在政策扶持、项目布局、资源整合等方面加 大支持力度，促进海洋经济领域产业链、创新链、资金链深度融合，深化产学研协同合作，为构建现代 化、特色化的海洋经济产业体系注入强劲科技动力。同时，揭阳还将鼓励支持海洋经济头部企业与本土 企业建立战略合作关系，打造良性区域产业生态，推动全市传统产业与海洋战略性新兴产业协同升级。 央广网揭阳12月29日消息（记者张顺鹏）近日，揭阳市科学技术局携手市海上风电协同创新中心，在惠 来临港产业园联合举办揭阳市海洋经济产业科技创新交流对接会。此次活动旨在深化企业与高校院所的 产学研合作，强化揭阳海洋经济相关企业的产业链协同创新能力，加快推进揭阳海洋经济产业高质量发 展。 活动现场，揭阳市海洋产业协同创新中心新成员签约仪式顺利举行 ...

Core Viewpoint - The Trump administration has ordered a suspension of all large offshore wind energy projects' land leases, impacting billions in investments and thousands of jobs [1][2]. Group 1: Impact on Projects - The suspension affects several major offshore wind projects, including the Virginia Coast Wind Farm, which was set to be the largest in the U.S. with a capacity of 2 gigawatts, enough to power 600,000 homes in Virginia [1]. - Other affected projects include Vineyard Wind 1 (Massachusetts), Revolution Wind (Rhode Island), Sunrise Wind (Long Island and New England), and Empire Wind 1 (Long Island) [1]. - The Revolution Wind project has already secured $5 billion in investments and is 80% complete [1]. Group 2: Justification for Suspension - The U.S. Department of the Interior cited unspecified national security risks as the reason for the suspension, mentioning potential radar interference from wind turbine operations [2]. - The Secretary of the Interior indicated that the Department of Defense concluded that large offshore wind farms pose a real threat, particularly to the Eastern Seaboard, complicating the identification of friend or foe in airspace [2]. Group 3: Industry Response - The suspension has faced criticism not only from clean energy companies but also from fossil fuel groups that have invested heavily in offshore wind projects [3]. - The President of the National Ocean Industries Association urged the government to lift the suspension and avoid actions that could harm jobs and investments [3]. - The CEO of Oceantic Network criticized the suspension as a cover for the President's dislike of offshore wind energy, warning it would lead to higher electricity prices and job losses [2].

Macro News - The People's Bank of China will conduct a 400 billion MLF operation with a one-year term to maintain ample liquidity in the banking system [1] - The Ministry of Finance plans to issue 600 billion of 2025 book-entry discount treasury bonds, with a competitive bidding process set for December 24, 2025 [1] Industry News - Eight departments, including the People's Bank of China, released opinions to support the high-quality development of the Western Land-Sea New Corridor, proposing 21 key measures to enhance financial functions [3] - CATL's Yichun lithium mine is expected to resume production around the Spring Festival after a pause due to the expiration of its mining license [4] - NVIDIA is reportedly set to acquire AI chip startup Groq for approximately $20 billion, marking its largest acquisition to date [5][6] Sector Insights - CITIC Securities reports that fluctuations in raw material prices will have a limited impact on the profit margins of white goods, as rising copper and aluminum prices are offset by falling plastic prices [7] - Caixin Securities highlights the brain-computer interface industry as a high-growth sector, driven by strong policy support and technological breakthroughs, with domestic companies achieving competitive levels [7] - Guosen Securities anticipates that the domestic offshore wind power market will see new installations rise to 11-15 GW in 2026, with a year-on-year increase exceeding 40% [7]

Group 1 - The Zhejiang Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of Marine Economy," which emphasizes the expansion of offshore wind power into deep waters and the support for clean energy sources such as nuclear, tidal, wave, and tidal energy [1] - Guosen Securities forecasts that the domestic offshore wind power market will see new installations increase to a range of 11-15 GW by 2026, representing a year-on-year growth of over 40% [1] - The total new offshore wind installations in China during the 14th Five-Year Plan period are expected to reach 70-100 GW, with national offshore wind turbine tenders projected to hit a historical high of 15-20 GW in 2026 [1] Group 2 - Ping An Securities highlights the global offshore wind power demand and suggests focusing on three investment themes: the favorable competitive landscape in the submarine cable segment, the recovery of profitability in the turbine segment, and the advancements in floating wind turbine technology [2] - The submarine cable segment is expected to benefit significantly from the rising demand in offshore wind power due to its favorable competition and performance elasticity [2] - The domestic offshore wind turbine manufacturers are anticipated to have advantages in large-scale production, cost, and delivery capabilities, which may lead to opportunities for overseas expansion as demand increases [2]

Group 1 - The U.S. government has halted all offshore wind power projects citing national security concerns, including the largest offshore wind project in Virginia and four other projects on the East Coast [1][8] - The Department of the Interior stated that a recent classified report from the Department of Defense identified offshore wind projects as posing a "national security risk" due to potential radar interference from turbine blades [1][8] - This decision marks a significant action against the offshore wind industry since President Trump took office, reflecting his long-standing opposition to wind power [1][8] Group 2 - Industry organization Oceantic Network criticized the decision as an attempt by the President to mask personal preferences, warning it will increase energy costs, hinder investment, and lead to significant job losses [2][9] - The halted projects could provide nearly 6 gigawatts of power, sufficient to supply all of Manhattan, and are estimated to directly affect about 12,000 jobs in the offshore wind sector [2][9] - Dominion Energy, the developer of the Virginia offshore wind project, emphasized its importance for national security and the rising energy demands in Virginia, particularly due to the growth of the AI industry [2][9] Group 3 - The ongoing suppression of the green wind power industry by the U.S. government could impact the overall electricity supply, which is crucial for the development of new technologies like AI [2][9]

Group 1: Oil and Gas Industry - China National Offshore Oil Corporation (CNOOC) has discovered a new oil field in the Bohai Sea, with proven geological reserves exceeding 100 million tons [1][4] - The Qinhuangdao 29-6 oil field, located 44 kilometers from Jingtang Port, has a drilling depth of 1,688 meters and a reservoir thickness of 66.7 meters, with a single well capable of producing approximately 370 tons of crude oil per day [1][4] Group 2: Infrastructure Development - The Qingshanmen Grand Bridge, part of the Ningbo-Zhoushan Port project, has successfully completed the topping of its twin main towers, marking a critical phase in its construction [5][7] - The bridge, which spans 2,212 meters and features the world's largest span for a three-tower steel box girder cable-stayed bridge, is expected to enhance transportation connectivity in the Zhoushan archipelago [5][7] Group 3: Renewable Energy - The delivery of the largest single-unit offshore wind power jacket in Europe, weighing over 10,000 tons, marks a significant advancement in China's offshore wind power construction capabilities [9][11] - The project utilized a pioneering 'side V' construction technique and achieved 100% domestic production of core structures, filling a technological gap in the industry [11] Group 4: Maritime Trade and Logistics - The expansion and quality improvement of the Guangzhou Port have created a new maritime channel for the Guangdong-Hong Kong-Macao Greater Bay Area, facilitating the export of large infrastructure equipment [12][15] - Customs innovations have allowed for more efficient logistics, enabling large vessels to conduct transshipment and offloading operations at anchorages, reducing clearance times and logistics costs [15] Group 5: Aquaculture - The world's first salmon farming vessel, "Suhai No. 1," has commenced operations in Lianyungang, with an expected annual production capacity of over 8,000 tons of salmon [20][22] - The vessel is equipped with 15 closed aquaculture chambers and has successfully introduced 400,000 salmon fry, with plans for large-scale farming in deep waters [20][22] Group 6: Green Technology and Manufacturing - Chongqing is advancing its industrial sector with a focus on green manufacturing, reporting a 12.1% increase in overall industrial output value, with a notable 37.2% growth in new energy vehicles [16][19] - The city has established numerous national-level green factories and parks, with renewable energy installations now accounting for 45.6% of total energy capacity [16][19]

Core Viewpoint - The Zhejiang Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of Marine Economy," which emphasizes the expansion of offshore wind power into deep waters and the development of various clean energy sources, including nuclear and tidal energy [1] Group 1: Offshore Wind Power Development - The current global offshore wind power costs are now economically viable alternatives to traditional fossil fuels, with a favorable carbon emission profile throughout its lifecycle [1] - Offshore wind power projects are advantageous due to their distance from residential areas, minimizing noise and visual pollution, and the absence of road construction limitations [1] - The ability to select optimal wind conditions and higher capacity factor sites enhances the reliability and efficiency of offshore wind power [1] Group 2: Industry Recommendations - The transition from nearshore to deep offshore wind power is underway, with provinces actively promoting demonstration projects to build experience for future large-scale developments [2] - Companies in the submarine cable segment, such as Dongfang Cable, Zhongtian Technology, and Hengtong Optic-Electric, are recommended for investment [2] - In the offshore wind foundation and marine engineering sector, companies like Dajin Heavy Industry, Haili Wind Power, and Tian Shun Wind Energy are highlighted as potential beneficiaries [2] - For turbine manufacturers with sufficient orders, companies like Goldwind Technology, Yunda Co., and Sany Renewable Energy are suggested for attention [2]

Group 1 - The U.S. government has halted all offshore wind power projects citing national security concerns, including the largest offshore wind project in Virginia and four other projects on the East Coast [1][2] - The Department of the Interior stated that a recent classified report from the Department of Defense identified offshore wind projects as a "national security risk" due to potential radar interference from wind turbine blades [1] - The halt in offshore wind projects is seen as a significant action against a growing industry, reflecting ongoing tensions between the Trump administration and the offshore wind sector [1][2] Group 2 - Industry leaders criticize the government's actions as a means to mask personal preferences, warning that it will increase energy costs, hinder investment, and lead to significant job losses, with an estimated 12,000 direct jobs and 5,000 indirect jobs affected [2] - Dominion Energy, the developer of the Virginia offshore wind project, emphasized the project's importance for national security and the rising energy demands in Virginia, particularly due to the growth of AI and data centers [2] - Experts suggest that the ongoing suppression of the green wind power industry could adversely affect the overall electricity supply in the U.S., impacting the development of AI and related sectors [2]

Core Viewpoint - The delivery of the core equipment for the Yingqiang offshore wind power project, including the largest single-unit capacity offshore wind power jacket in Europe, signifies a major breakthrough in China's core construction capabilities for offshore wind power products [1]. Group 1: Project Details - The delivered core components include three jackets and eleven monopile transition pieces, with a total weight of 13,850 tons [3]. - The jacket stands at a height of 95.19 meters, representing China's first internationally built steel pile wind power jacket, which involves high structural connection and protection difficulties, as well as complex construction processes [3]. Group 2: Technological Innovations - The project has pioneered the "side V" construction technique for wind power jackets and employs "modular pre-assembly + real-time monitoring and calibration" technology, achieving a joint precision control within the sub-millimeter level [5]. - The company has independently developed high-strength steel welding technology, successfully passing low-temperature impact welding tests at -50℃, achieving 100% domestic construction of core structures and filling a technological gap in the domestic field [6]. - The precise control of welding temperature and structural deformation has resulted in a welding first-pass qualification rate exceeding 99% [6].

Core Insights - The delivery of the largest single-unit offshore wind power jacket in Europe marks a significant breakthrough in China's core construction capabilities for offshore wind power products [1][3] Group 1: Project Details - The core components delivered include 3 jackets and 11 monopile transition pieces, with a total weight of 13,850 tons [3] - The jacket stands at a height of 95.19 meters, representing China's first internationally constructed steel pile wind power jacket [3] Group 2: Technological Innovations - The project introduced a pioneering "side V" construction technique for wind power jackets, utilizing "modular pre-assembly + real-time monitoring and calibration" technology, achieving sub-millimeter precision in jacket assembly [5] - The company developed high-strength steel welding technology, successfully passing low-temperature impact welding tests at -50°C, achieving 100% domestic production for core structures [5] - The welding temperature and structural deformation were precisely controlled, resulting in a welding first-pass qualification rate exceeding 99% [5]