Group 1 - The marine economy concept has gained momentum, with significant stock price increases for companies such as Zhongke Haixun (over 12% rise) and Jianglong Shipbuilding (over 10% rise) [1] - The Shanghai Municipal Oceanic Administration has released a draft for the "Shanghai Marine Industry Development Plan (2025-2035)", focusing on developing a matrix of marine intelligent equipment products [1] - The draft emphasizes the development of marine intelligent robots, including new types of underwater robots and autonomous docking systems, as well as advancements in deep-sea submersibles and high-end equipment [1] Group 2 - According to Guojin Securities, the total marine economy in China is expected to reach 10.5 trillion yuan in 2024, with a year-on-year growth of 5.9%, accounting for 7.8% of GDP [2] - The added value of the marine manufacturing industry is projected to be 3.2 trillion yuan, representing over 30% of the marine production value, highlighting its stabilizing role [2] - Recent government policies have been introduced to encourage the marine manufacturing sector, including support for deep-sea technology and new marine equipment [2] - Significant technological breakthroughs in marine equipment are anticipated in 2024, including the commissioning of the first domestically designed deep-sea drilling vessel "Dream" and the completion of sea trials for the deep-sea heavy-duty mining vehicle "Explorer II" [2]

Core Viewpoint - The article discusses the evolving landscape of marine clean energy development in China, highlighting the shift from state-owned electric enterprises to marine engineering leaders in deep-sea projects, particularly in offshore wind energy [2]. Group 1: Industry Dynamics - State-owned electric enterprises have traditionally dominated marine clean energy development in China, but this barrier is being challenged as deep-sea projects become more prevalent [2]. - Marine engineering companies with extensive experience in FPSO, deep-water platforms, and floating oil and gas systems are increasingly entering the offshore wind energy sector, reshaping the industry dynamics [2]. - Companies like CNOOC, Zhenhua Heavy Industries, and CIMC Raffles are leveraging their deep-sea oil and gas engineering expertise to become key players in the EPC (Engineering, Procurement, and Construction) segment of offshore wind energy [2]. Group 2: Future Collaboration - The future of marine clean energy development in China will depend on collaboration between electric state-owned enterprises and marine engineering companies, focusing on technology standards, resource sharing, and policy coordination [2]. - Electric state-owned enterprises are enhancing their operations through three main strategies: intelligent operation and maintenance, flexible power grids, and ecological integration [2]. Group 3: Upcoming Events - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, featuring various activities including a youth scientist forum, industry development discussions, and technology exhibitions [3][12]. - The forum aims to address trends in marine clean energy development, the "14th Five-Year Plan" policy outlook, and the integration and collaboration within the industry [12].

Core Viewpoint - China's marine economy is accelerating towards a new stage of development, with the marine GDP expected to exceed 10 trillion yuan in 2024, driven by emerging marine industries, ecological protection, and large-scale offshore wind power development [2][3][4]. Marine Emerging Industries: Innovation Engine Driving Economic Upgrade - The marine economy encompasses activities that develop marine resources and utilize marine space, with significant growth in marine engineering equipment manufacturing and marine biomedicine over the past two decades [3][4]. - The 2025 China Marine Economy Development Index shows a value of 125.2 for 2024, indicating a 2.3% increase from the previous year, reflecting strong momentum in marine economic development [3]. - In 2024, the added value of China's emerging marine industries grew by 7.2%, with marine high-end equipment manufacturing and marine biomedicine showing particularly strong performance [4]. Marine Ecological Protection: Technology Empowering Ecological Barriers - The 2024 China Marine Ecological Early Warning Monitoring Bulletin indicates that the overall marine ecological status is stable, with key ecosystems like coral reefs and seagrass beds showing good conditions [7]. - A comprehensive monitoring network has been established, integrating various technologies to monitor 136 typical ecological system distribution areas and 350 typical islands [7][8]. - The principle of land-sea coordination has been emphasized in policy, aiming for sustainable development and effective ecological protection [8][9]. Offshore Wind Power: Clean Energy Leading Industrial Transformation - In 2024, China's newly installed offshore wind power capacity reached 2.47 million kilowatts, with a cumulative capacity of 39.1 million kilowatts, maintaining the world's leading position for four consecutive years [10]. - The development of offshore wind power is supported by significant technological advancements, including large-capacity wind turbines and flexible direct current transmission technology [10]. - The offshore wind power sector is expected to become a crucial growth point for both national and global energy transitions [10].

据上海市水务局官网，《上海市海洋产业发展规划（2025—2035）（征求意见稿）》（以下简称《意见稿》）公开征求意见。其中提到，建设世界级船舶与海工装 备产业集群。营造世界级船舶制造业产业生态、提升高端海工装备竞争力、构建具有全球引领力的世界级船海集团；构建世界级海洋新兴产业创新生态。 海洋经济迎来政策利好。 6月25日消息，《上海市海洋产业发展规划（2025-2035）（征求意见稿）》公开征求意见。其中提到，建设世界级船舶与海工装备产业集群。到2030年，船舶与海 工装备产业增加值超450亿元，大型LNG运输船本土化率提升到85%以上，基本建成原创技术策源和绿色智能引领的世界级船舶与海洋工程装备产业体系。 有分析称，海洋经济市场规模庞大，发展空间广阔。经济合作与发展组织（OECD）预测，到2030年，海洋的经济价值将超过3万亿美元。从国内来看，今年以来， 海洋经济呈现向新向好发展前景，一季度海洋生产总值达2.5万亿元，同比增长5.7%。 重磅发布 《意见稿》提出，实施海洋新兴产业全链条创新主体培育工程、开展核心技术攻坚计划、建设新型海洋数字基础设施、强化海洋新兴产业应用场景牵引；建设世界 级现代航运服务业集 ...

Core Viewpoint - Shanghai aims to establish a national marine economy innovation demonstration zone with a higher starting point, focusing on the development of marine digital infrastructure [1] Group 1: Marine Economy Innovation - The "Shanghai Marine Industry Development Plan (2025-2035)" draft emphasizes the advancement of the marine economy innovation demonstration 2.0 version [1] - The plan includes deepening the marine economy innovation functions in areas such as Pudong New Area, Lingang New Area, and Changxing Island [1] Group 2: Infrastructure Development - Implementation of marine infrastructure projects to accelerate the construction of marine-related infrastructure and optimize the layout of supporting facilities [1] - The construction of a national seabed scientific observation network and a three-dimensional intelligent observation system covering land, sea, air, and space is prioritized [1] Group 3: Digital Transformation - The plan includes a digital upgrade project to build marine digital infrastructure [1] - A high-energy marine data platform will be established to integrate marine data from multiple institutions and create a comprehensive marine database [1] Group 4: Communication Network - Development of a marine communication network support system, including the research and development of key equipment such as marine sensors and submersibles [1] - Large-scale deployment and upgrading of offshore mobile communication bases, submarine cables, and marine IoT communication infrastructure are planned [1]

Core Viewpoint - By 2030, Shanghai aims to achieve a gross value added of over 180 billion yuan in the marine transportation industry, with the Shanghai port maintaining its position as the world's top container throughput and port connectivity index [1] Group 1: Industry Development Goals - The Shanghai Marine Bureau is soliciting opinions on the "Shanghai Marine Industry Development Plan (2025-2035)" [1] - By 2030, the plan includes the establishment of 1-2 new international and national shipping professional organizations and functional institutions [1] - The industry is expected to reach an advanced level in digitalization and low-carbon initiatives [1] Group 2: Future Projections - By 2035, Shanghai aims to fully establish itself as an international shipping center [1] - The goal includes the creation of a world-class shipping service industry cluster that is globally leading [1]

Core Insights - The event on June 24 marked a significant collaboration between the Chinese Academy of Sciences and Guangxi, showcasing 240 major scientific achievements aimed at addressing Guangxi's urgent needs in key sectors like artificial intelligence, high-end equipment manufacturing, and advanced new materials [1][2] - A total of 25 projects reached cooperation intentions, with a signed total amount of 88.75 million yuan, highlighting the successful partnerships formed during the event [1] - The event featured 21 key projects that were signed on-site, including advancements in robotics and biotechnology, demonstrating the potential for innovation in various fields [1] Group 1: Event Overview - The event was the first large-scale, systematic collaboration between the Chinese Academy of Sciences and Guangxi, focusing on technology transfer [1] - The theme of the event was "Chinese Academy of Sciences enters Guangxi, creating a future," aiming to deepen technological innovation cooperation [2] Group 2: Key Projects and Technologies - Notable projects included the development of a bionic brain chip for robots and advanced gene editing techniques for organ transplantation, showcasing cutting-edge technology [1] - The event also highlighted new technologies for environmentally friendly and efficient rare earth mining [1] Group 3: Financial Support and Collaboration - The Guangxi Technology Achievement Transformation Fund was introduced to provide financial support for the transformation of scientific achievements into production [2] - The event facilitated a platform for in-depth analysis of strengths and cooperation needs between local enterprises and research institutes [2]

中国海讯专注于海洋特种装备，通过青岛、武汉子公司分别布局水声大 数据和水下无人平台系统，技术覆盖主动和被动声呐，并被指定为通用 信号处理机供应商，水声系统已批量装备于多个平台，占公司营收的 60%-70%。 公司将声呐技术与智能技术结合，已完成多款 UUV（180、324、250 口径）的研制，并实现自主收放缆系统批量销售，同时在无人船探测载 荷方面实现全流程无人化操作，预计 2024 年部分无人产品开始对外销 售，2025 年产品种类和数量将进一步增长。 中国海讯自研针对水声音频计算需求的新一代 GPU 芯片，采用 GPU 进 行计算，并已发布。同时，公司入围中科海讯相控阵雷达平台的重要项 目竞标，表明公司在新一代硬件平台上的持续创新能力。 公司拥有完善的算法团队，专注于识别算法、水声音频仿真模拟算法等 核心算法研发，通过将智能技术与传统算法结合，提升现有产品性能， 并为新产品开发提供基础，尤其是在水下探测领域。 Q&A 请介绍一下中国海讯的基本情况和业务布局。 中国海讯主要从事水声装备业务，公司于 2019 年 12 月在深交所创业板上市。 公司核心团队来自中科院声学所，专注于水声专业。公司总部位于北京， ...

为更好地对母基金在中国资本市场里所发挥的重要作用进行系统研究，发挥政府出资产业投资 基金等的资源和战略优势，加强政府对社会资本的管理和引导，促进社会资本流向创新创业型 企业和实体经济，推动中国投资行业特别是母基金行业的健康发展， "中国国际科技促进会母 基金分会"（简称"科促会母基金分会"）成立。科促会母基金分会领导班子所在机构及参会机 构共 8 2 家，科促会母基金分会于每周二更新相关机构的一周资讯。 【内容提要】 01 这支绿色低碳产业母基金招GP 为贯彻落实江苏省委省政府部署要求，发挥长期资本、耐心资本、战略资本作用，促进江苏省 战略性新兴产业发展，着力打造发展新质生产力的重要阵地，江苏省战略性新兴产业母基金 （以下简称 "省级母基金"）与盐城市共同出资设立江苏盐城绿色低碳产业专项母基金（有限合 伙）（以下简称"产业专项母基金"），规模2 0亿元。现公开遴选产业子基金管理机构，有关事 项公告如下： 一、遴选基本原则 1 . 这支绿色低碳产业母基金招 GP 2 . 光大控股携手厦门国资等设立厦门海洋高新产业发展基金 3 . 长沙市岳麓区政协一行到访苏州天使母基金 4 . 豫资控股携手郑州大学共建环郑大科创 ...

Core Viewpoint - Guangzhou is positioning itself as a global marine tourism destination, leveraging its rich maritime culture and historical significance to enhance its appeal to tourists [1][7]. Group 1: Marine Tourism Development - The opening of new maritime routes, such as "Sea View Nansha" in September 2023 and "Enjoy Lingdingyang" in July 2024, has led to significant tourist engagement, with 358 voyages and 15,421 visitors recorded by February 2025 [2][4]. - The Nansha Yacht Club, a high-end project, has become the largest in South China, receiving over 100,000 visitors since its inception, and hosts annual events like the Guangzhou Nansha International Sailing Competition [3][5]. - The "Aida Mediterranean" cruise ship, which began operations in December 2024, has seen high demand, with an average occupancy rate of 74.3% across 27 voyages, serving 107,500 passengers by May 2023 [3][4]. Group 2: Economic Impact - The marine tourism sector is driving economic growth in related industries, including logistics, dining, and transportation, creating over 200 jobs per cruise ship visit [4][6]. - The Guangzhou government has signed a strategic cooperation agreement with China Shipbuilding Industry Corporation to enhance cruise tourism, with plans for the "Aida Huacheng" cruise ship to operate from Nansha by the end of 2026 [4][7]. Group 3: Policy Support and Future Plans - The "Guangzhou Marine Innovation Development City Planning" outlines a modern marine industry system focusing on five key sectors, including tourism, to support high-quality development [7][8]. - Initiatives to promote international cruise tourism include financial incentives for increasing cruise voyages and enhancing the overall tourism experience through combined products like "Cruise + Scenic Spots" [8].