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 ...

Core Insights - The Dapeng Bay Marine Experimental Field Phase I, specifically the Tuyang Open Sea Experimental Zone, will begin trial operations on July 15 and is currently accepting test reservations [1] - Shenzhen is accelerating its development as a global marine center city, focusing on marine technology innovation and emerging marine industries [1] Group 1: Experimental Zone Overview - The Tuyang Open Sea Experimental Zone covers an area of approximately 0.5 to 1 square kilometers with depths ranging from 5 to 9 meters, designed for flexible testing of underwater products [2] - The experimental zone operates under an open sea usage model with a reservation system for centralized test arrangements [2] - It provides various services including docking facilities, temporary land support, and customized testing solutions [2][3] Group 2: Infrastructure and Facilities - The experimental zone features two docks: one for small marine equipment and another capable of accommodating 5,000-ton test mother ships [2] - Land-based support facilities include temporary office spaces, storage rooms, and command centers to ensure operational efficiency [3] - The zone is equipped with a simplified underwater measurement and control system, as well as specialized equipment rental services [3]

Core Insights - The marine economy in Shenzhen is projected to reach a total output value of 540.94 billion yuan in 2024, marking a significant milestone and serving as a crucial engine for the city's stable economic development [1] Group 1: Marine Industry Development - Shenzhen's foreign trade measures have shown significant effectiveness, with the marine transportation industry leading the way [1] - The marine tourism sector continues to thrive, supported by strong supply and demand in the market [1] - The marine oil and gas industry is experiencing sustained growth in reserves and production, solidifying its pillar status [1] - The marine engineering equipment market is seeing active demand, with steady growth in marine engineering manufacturing and shipbuilding industries [1] - The inclusion in the Ministry of Commerce's pilot program for expanding service industry openness has led to robust growth in marine technology and information services [1] Group 2: Technological Innovation and Green Development - Shenzhen is committed to a "digital, green, and domestic" industrial development direction, focusing on technological innovation as the core driving force [2] - Support for CNOOC's Shenzhen branch in implementing oil and gas reserve enhancement projects in the South China Sea has strengthened marine oil and gas development capabilities [2] - The successful production of Asia's first deep-water jacket platform and the first cylindrical FPSO marks significant advancements in marine engineering [2] - A major oil field discovery near Shenzhen, with a capacity of 1.9 billion tons, highlights the city's achievements in overcoming deep-sea exploration challenges [2] Group 3: Marine Manufacturing and Services - Shenzhen is actively nurturing marine manufacturing sectors, including shipbuilding, marine engineering equipment, and related materials [3] - The city is promoting the development of green and intelligent marine products, such as underwater robots and smart boats, in response to industry trends [3] - The Marine Development Bureau is facilitating the introduction of high-quality marine industry projects and attracting key enterprises [3] Group 4: Policy Support and Infrastructure Development - Shenzhen is increasing policy and financial support for marine high-end equipment and biotechnology projects [4] - The establishment of the first "marine industry professional park" in Shenzhen Bay Eco-Tech Park is a significant step in advancing marine industry infrastructure [4] - Strategic cooperation agreements with various organizations aim to enhance marine technology and service capabilities [4] Group 5: Open Testing Zones and Collaborative Initiatives - The establishment of Shenzhen's first open water testing zone for marine intelligent equipment is a key initiative to facilitate research and development [5] - Collaborative efforts among city planning, marine development, and other departments are aimed at resolving critical issues related to site selection and infrastructure [5] - The construction of a comprehensive marine testing ground in Dapeng Bay is underway, focusing on sensor and underwater equipment testing [5][6]

Core Viewpoint - Shandong Rizhao is transforming its marine economy from traditional fishing to sustainable modern fisheries, focusing on marine ecological restoration and the development of marine ranching, which has led to increased income for fishermen and enhanced efficiency in the fishing industry [1][2]. Group 1: Marine Ranching Development - Rizhao has established 8 national-level marine ranching demonstration zones and 14 provincial-level projects, with over 1,000 deep-water anti-wind net cages and 2 large intelligent truss net cages, aiming for marine production value to exceed 30% of the regional GDP by 2024 [1][2]. - The introduction of artificial reefs, such as a 3-meter long, 10-ton hollow concrete cube, has facilitated the growth of algae, attracting fish and promoting the recovery of marine biological resources [2][3]. Group 2: Ecological Restoration and Sustainable Practices - The local government has implemented measures like bottom sowing and releasing fish to gradually restore the marine ecological environment, resulting in a resurgence of fish species such as blackhead fish and sea bass [3][4]. - The practice of multi-species aquaculture has been adopted, allowing for year-round sales of various products and creating a beneficial cycle that reduces water eutrophication [3][4]. Group 3: Integration of Tourism and Fishing - The local community is capitalizing on the improved marine resources by developing marine tourism, including sea fishing experiences, which has led to an annual income exceeding 200 million yuan from the sea fishing industry [4][5]. - The establishment of accommodations and dining options related to fishing culture has transformed the area into a comprehensive coastal tourism destination [5]. Group 4: Technological Advancements in Aquaculture - The introduction of advanced aquaculture technologies, such as the "Blue Granary" project for salmon farming, is expected to yield 900 tons of salmon, showcasing the shift towards modern, technology-driven aquaculture practices [6][7]. - Smart systems are being utilized to monitor environmental conditions in real-time, enhancing the efficiency and sustainability of fish farming operations [6][7]. Group 5: Future Prospects and Industry Growth - The collaboration with research institutions has led to successful breeding and industrialization of species like the swollen-belly seahorse, with a survival rate of over 90% for seedlings, indicating a promising future for marine resource enhancement [7]. - The local government aims to leverage marine ranching to protect marine resources and promote economic development, with a target of producing 3.5 tons of dried seahorse and 20.758 million live seahorses by 2024 [7].

埃及石油和矿产资源部1日证实，埃及"舒海尔海洋石油公司"旗下一艘驳船当天早些时候在苏伊士湾倾 覆。苏伊士湾是红海北段的狭长海湾，位于埃及本土和西奈半岛之间。（新华社） ...

每经记者｜刘艳美 每经编辑｜杨欢 新华社消息，中央财经委员会7月1日召开第六次会议，研究推动海洋经济高质量发展问题。 会议指出，推动海洋经济高质量发展，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。 会议强调，要做强做优做大海洋产业，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，打造海洋特色文化和旅游目的 地，推动海运业高质量发展。 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 ...

明日主题前瞻 1、海洋经济 | 据新华社，中央财经委员会第六次会议于今日上午召开，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。会议指出， 推动海洋经济高质量发展，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。要做强做优做大海洋产业，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，打造海洋特色文化和旅游目的地，推动海运业高质量发展等。 点评：根据《2024年中国海洋经济统计公报》，2024年全国海洋生产总值首次突破10万亿元，占2024年国内生产总值7.8%，产业规模上，海洋经济具备广 阔的空间，是驱动经济增长的重要模块。海洋经济对GDP的拉动作用达11.5%，已成为驱动经济增长的新引擎。政府报告在新质生产力部分首次提及"深海科 技"，为海洋经济注入新内涵。天风证券认为，深海科技与商业航天、低空经济并列，有望获得较高速发展，尤其是在深海装备、深海探索等核心科技领 域。 2、固态电池 | 据人民网，中国科学院青岛能源所开发出兼具高导电率，高耐水性，柔软性好的新型硫化物固体电解质，有望解决全固态电池固-固物理界面 接触不良的难题。同时，新型高熵 ...

习近平主持召开中央财经委员会第六次会议强调 会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无 序竞争，引导企业提升产品品质，推动落后产能有序退出；规范政府采购和招标投标，加强 对中标结果的公平性审查；规范地方招商引资，加强招商引资信息披露；着力推动内外贸一 体化发展，畅通出口转内销路径，培育一批内外贸优质企业；持续开展规范涉企执法专项行 动，健全有利于市场统一的财税体制、统计核算制度和信用体系；引导干部树立和践行正确 政绩观，完善高质量发展考核体系和干部政绩考核评价体系。 纵深推进全国统一大市场建设 中共中央政治局常委、国务院总理、中央财经委员会副主任李强，中共中央政治局常 委、中央书记处书记、中央财经委员会委员蔡奇，中共中央政治局常委、国务院副总理、中 央财经委员会委员丁薛祥出席会议。 会议强调，推动海洋经济高质量发展，要更加注重创新驱动，更加注重高效协同，更加 注重产业更新，更加注重人海和谐，更加注重合作共赢。 推动海洋经济高质量发展 会议指出，纵深推进全国统一大市场建设，基本要求是"五统一、一开放"，即统一市场 基础制度、统一市场基础设施、统一政府行为尺度、统一市场监管执法、 ...

Core Viewpoint - The meeting chaired by Xi Jinping emphasizes the need to enhance independent innovation capabilities in marine technology and to cultivate leading enterprises and specialized small and medium-sized enterprises in this sector [1] Group 1: Marine Technology Development - The focus is on strengthening the strategic technological capabilities in marine science and technology [1] - There is a call to develop leading enterprises in marine technology and specialized small and medium-sized enterprises [1] Group 2: Marine Industry Growth - The aim is to enhance and expand the marine industry, including promoting the orderly construction of offshore wind power [1] - Development of modern deep-sea fishing, marine biomedicine, and marine biological products is highlighted [1] - The creation of marine cultural and tourism destinations is also a priority [1] Group 3: Maritime Economic Planning - There is an emphasis on strengthening research on bay economic development planning [1] - The optimization and integration of coastal port clusters will be advanced in an orderly manner [1]