吕绍刚 刘森君 大 铲湾码头。受访单位供图 前海作为深圳海洋经济的重要承载区，拥有68公里海岸线、600平方公里海域、13个海岛、6个港口码 头，规划布局了海洋新城、蛇口国际海洋城等重点片区，还有海上世界、西湾红树林公园等海洋旅游资 源，海洋经济基础良好、前景可期。 与传统海洋城市不同，前海所长不在船舶制造等重工业，而是聚焦发展海洋科技，建设现代海洋服务业 集聚区。 "我们目标是做世界一流的航运科技企业，打造数字航运新生态。像智能车一样做智能船，引领海事新 规范。"深圳中远海运数字科技有限公司经理王英政介绍，该公司正从数据、通讯、设备、软件等方面 入手，打造海上的"高德地图"。 2024年5月成立以来，公司得到前海的大力支持。除人才、租房、科研等优惠补贴外，王英政特别看重 的是行业交流机会。在前海组织的一次交流会上，该公司与一家通讯服务企业搭上线，建立了合作关 蛇 系。 口邮轮母港。受访单位供图 前海湾畔，大铲湾码头塔吊林立、货车穿梭，近千台新能源汽车装船启航，驶向中东市场。蛇口邮轮母 港汽笛声声，数千名国际游客排队免签入境，开启深圳之旅。 新一轮的海洋开发浪潮，正在南海之滨涌动。深圳锚定建设"全球海洋中心城 ...

Market Overview - The A-share market experienced a slight decline with over 3200 stocks in the red, as the Shanghai Composite Index fell by 0.04%, the Shenzhen Component Index by 0.42%, and the ChiNext Index by 0.84% [1] - Overall market sentiment remains weak, with a lack of strong fundamentals and fragmented capital expectations, leading to short-term speculative behavior [1][6] Sector Performance - **Banking Sector**: Strong performance with banks like China Construction Bank and Shanghai Pudong Development Bank reaching new highs [1] - **Marine Economy**: Stocks related to the marine economy surged, with companies like Giant Sway and ShenKong Co. hitting the daily limit [2] - **Aquaculture**: The aquaculture sector also showed strength, with stocks like China National Fisheries reaching the daily limit [1] - **Engineering Machinery**: The sector saw a rise, with Southern Road Machinery hitting the daily limit [1] - **Solar Energy**: The photovoltaic sector was active, led by glass and silicon materials, with Yamaton hitting the daily limit [1][3] - **Declining Sectors**: Multi-financial concept stocks fell sharply, with Aijian Group hitting the daily limit down, and the semiconductor industry chain also faced a pullback [1] Institutional Insights - **Shenwan Hongyuan**: Predicts that positive factors will accumulate between 2026-2027, indicating a potential bull market, but acknowledges the current market is still distant from a bull market initiation [4] - **Xinda Securities**: Anticipates possible market fluctuations in July, but believes the extent will be manageable. A shift towards optimism in earnings or policy could lead to a return to a bull market in late Q3 or Q4 [5] - **Orient Securities**: Emphasizes that the current market lacks a solid foundation for a broad rally, with short-term hotspots remaining speculative [6]

在全球合作布局方面，MoNITOR已与联合国教科文组织政府间海洋学委员会非洲和邻近岛屿国家 分委会、埃及国家海洋与渔业研究所、突尼斯国家海洋科学与技术研究所、美国国家海洋和大气管理 局、泰国农业大学、中国海洋大学、坦桑尼亚桑给巴尔渔业和海洋资源研究所、联合国开发计划署、世 界气象组织等70余个机构及国际组织建立合作关系，覆盖亚洲、非洲、大洋洲、美洲与欧洲的30多个国 家和地区。项目依托海洋二所牵头建设的"中非海洋科学与蓝色经济合作中心""环印度洋海洋科技与能 力建设培训中心"两大平台，重点面向非洲、环印度洋及岛屿发展中国家，开展生态监测、技术培训与 模型共建，构建跨区域海洋防灾减灾合作机制。 日前，联合国教科文组织政府间海洋学委员会正式发函，祝贺自然资源部第二研究所牵头的联合 国"海洋十年"项目——"海洋自然灾害防治与环境健康增值（MoNITOR）"升级为大科学计划，标志着 中国在全球海洋生态环境治理与科学创新中的主动担当和关键地位得到进一步确认，为我国深度参与全 球海洋可持续发展治理体系注入新动能。 MoNITOR项目由海洋二所卫星海洋环境监测预警全国重点实验室研究员王云涛牵头，聚焦提升近 海生态系统的韧性 ...

Core Viewpoint - Zhejiang province is taking significant steps to enhance the high-quality development of its marine economy through innovative policies and effective utilization of marine resources [1][4][15] Group 1: Marine Resource Utilization - Zhejiang has pioneered a policy for the concentrated and phased transfer of historically reclaimed coastal land, leading to improved land utilization and the introduction of projects in renewable energy and high-end equipment manufacturing [3][4] - The comprehensive utilization rate of historically reclaimed coastal land in Zhejiang has reached 40%, with industrial projects accounting for 54% of the usage, driving over 130 billion yuan in investments [4] - The province has implemented a "three-dimensional" marine space utilization model, allowing for multiple layers of use in the same marine area, which enhances resource efficiency and reduces conflicts between industries [9][11] Group 2: Policy Innovations - Zhejiang has established a unified online trading platform for marine resource rights, streamlining the transaction process and reducing costs for enterprises [6][7] - The province has introduced a series of policies to manage and green the water systems in historically reclaimed areas, rewarding projects that meet new land use indicators [3][4] - The government has actively coordinated efforts to address challenges in the implementation of these policies, ensuring effective execution and resource allocation [3][15] Group 3: Economic Impact - The transformation of low-efficiency marine areas has led to significant economic benefits, with average output per acre increasing from 500,000 yuan to 2.5 million yuan through the consolidation of enterprises [13][14] - The pilot projects in marine resource management have resulted in a more favorable business environment, enhancing government service efficiency and regulatory oversight [15] - The ongoing efforts in marine resource utilization are expected to continue driving economic growth while balancing ecological protection [15]

Market Overview - The market experienced a turbulent adjustment in the morning session, with the ChiNext Index leading the decline, down 0.84% [1] - The total trading volume in the Shanghai and Shenzhen markets was 849.7 billion, a decrease of 110.9 billion compared to the previous trading day [1] Sector Performance - Ocean economy concept stocks surged collectively, with over 10 stocks, including Jili Rigging, hitting the daily limit [1] - Solar energy concept stocks showed a rebound, with stocks like Yamaton also reaching the daily limit [1] - Sugar substitute concept stocks were active, with Baolingbao hitting the daily limit [1] - In contrast, semiconductor concept stocks faced a collective adjustment, with multiple stocks, including Taiji Co., dropping over 5% [1] Index Performance - By the end of the session, the Shanghai Composite Index fell by 0.04%, the Shenzhen Component Index decreased by 0.42%, and the ChiNext Index dropped by 0.84% [1][2]

A股午评：创业板指半日跌0.84% 海洋经济概念股集体上扬 金十数据7月2日讯，A股三大指数早盘集体下跌，截至午间收盘，上证指数跌0.04%，深证成指跌 0.42%，创业板指跌0.84%；北证50跌0.94%。沪深两市成交额约8497.16亿元，较前一个交易日缩量约 1109.04亿元。截至午盘，全市场1939只股票上涨、3248只股票下跌，其中48只涨停、5只跌停。板块题 材上，海洋经济概念股集体大涨，巨力索具等10余股涨停。光伏概念股震荡反弹，亚玛顿等涨停。代糖 概念股表现活跃，保龄宝涨停。芯片概念股集体调整，台基股份等多股跌超5%。板块方面，海洋经 济、代糖概念、光伏、有色金属等板块涨幅居前，芯片、华为海思、CPO、脑机接口等板块跌幅居前。 ...

6月26日，广东聚焦"海洋经济"主题召开高规格全省会议，强调要加快建设现代化海洋牧场，做强石化、船舶等优势临港产业， 积极培育壮大海洋新能源、海工装备、海洋生物医药等海洋新兴和未来产业，以及融合升级海洋服务等，释放出以更大力度、 更快行动发展海洋经济，以新的更大成效助力全面建设海洋强省、加快打造海上新广东的明确信号。 会议同时提到，要加强海湾经济发展规划研究，有序推进沿海港口群优化整合。要加强海洋生态环境保护，接续实施重点海域 综合治理，积极推进海域分层立体利用，探索开展海洋碳汇核算。 解读：21世纪是海洋开发与利用的世纪。我国是陆地大国，也是海洋大国，海洋经济发展前景广阔。数据显示，2024年我国海 洋经济总量首次突破10万亿元，占GDP比重达到7.8%。 近年来，高层多次对发展海洋经济作出重要部署。党的二十届三中全会提出，"完善促进海洋经济发展体制机制"。2024年12月 中央经济工作会议强调，"大力发展海洋经济和湾区经济"。2025年政府工作报告也提出，"大力发展海洋经济，建设全国海洋经 济发展示范区"。 一个普遍观点是，我国海洋经济正进入新一轮爆发期。近段时间以来，多个省市围绕发展海洋经济出台一系列政 ...

Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]

智通财经APP获悉，中集集团(02039)涨超6%，截至发稿，涨6.13%，报6.58港元，成交额2594.77万港 元。 中集集团此前曾在互动平台回应称，中集集团主要涉及深海科技两大方面的探索：一是深海油气开采装 备制造与服务。中集海工旗下烟台中集来福士建造的"蓝鲸1号"与"蓝鲸2号"超深水双钻塔半潜式钻井平 台，是我国自主设计建造的重大成果，是中国船厂在海洋工程超深水领域的首个"交钥匙"工程，最大作 业水深3658米，最大钻井深度15240米，是全球作业水深、钻井深度最深的半潜式钻井平台。二是深海 新能源开发相关业务。中集集团不断完善方案，推动开发海洋新能源的进程，推动海上风电产业降本增 效，不断孵化海上漂浮式光伏等。2024年，联合研发建造并交付全球首个竹基复合材料海上漂浮式光伏 平台"集林一号"。 消息面上，日前，中央财经委员会会议提出推动海洋经济高质量发展。天风证券指出，建设海洋强国是 实现中华民族伟大复兴的重大战略任务。作为海洋强国的核心标志，海洋科技发展水平直接决定了海洋 资源开发的深度。在此战略框架下，深海科技已成为关键支柱，其产业链主要涵盖三大领域：深海材料 研发、深海装备制造及深海数智化应 ...

方正证券表示，这充分展示了国家发展深海科技的决心及战略定力。深海科技涵盖深海防护、深海探 测、深海资源开发等内涵，具有万亿级市场容量。参考低空、商业航天发展轨迹，一方面中央+地方政 策催化有望持续下达，另一方面产业融资价值有望持续凸显。深海科技产业1-10有望加速展开。 公司方面，据浙商证券表示， 据新华社7月1日报道，中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日 上午主持召开中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等 问题。习近平在会上发表重要讲话强调，推进中国式现代化必须推动海洋经济高质量发展，走出一条具 有中国特色的向海图强之路。 会议指出，要加强顶层设计，加大政策支持力度，鼓励引导社会资本积极参与发展海洋经济；要提高海 洋科技自主创新能力，强化海洋战略科技力量，培育发展海洋科技领军企业和专精特新中小企业；推动 海上风电规范有序建设，发展现代化远洋捕捞，发展海洋生物医药、生物制品，推动海运业高质量发 展；要加强海湾经济发展规划研究，有序推进沿海港口群优化整合等。 自然资源部发布的《2024年中国海洋经济统计公报》显示，2024年海洋经济呈现 ...