Core Viewpoint - The "15th Five-Year Plan" emphasizes the importance of marine development and protection, marking a shift towards a more structured and measurable approach to becoming a "maritime power" [3][4]. Group 1: Marine Economic Development - The plan aims for China's marine GDP to reach 10.5 trillion yuan by 2024, indicating a continuous expansion of the marine economy [3]. - The focus will shift from merely increasing the scale of the marine economy to optimizing its structure and enhancing efficiency, particularly in emerging industries like marine equipment manufacturing, marine new energy, and marine biomedicine [3][4]. Group 2: Technological Innovation and Industry Growth - The plan highlights the need for strengthening marine technological innovation and consolidating the advantages of the marine equipment manufacturing industry [4][5]. - It aims to develop modern shipping services and enhance the marine economy's contribution to overall economic growth [5]. Group 3: Ecological Protection and Resource Management - The plan calls for the implementation of marine surveys and monitoring, as well as the development and protection of marine resources and ecosystems [5][6]. - It emphasizes the establishment of a comprehensive environmental governance system that integrates land and sea, aiming to control pollution and protect marine ecology [7]. Group 4: Strategic Importance of Marine Resources - The development of marine resources is seen as a solution to land-based resource constraints, providing alternative sources of minerals, new energy, and food [4][5]. - The plan is expected to create new growth points for China's economy by enhancing supply chain security through marine resource development [4].

Core Insights - Qingdao Rayce Chuangxin Technology Co., Ltd. has developed 3D scanning wind lidar technology, transforming invisible wind data into real-time 3D data, with an output value exceeding 400 million yuan [1] - Qingdao ranks 16th globally among 60 marine cities in the "Global Ocean City Competitiveness Index 2025," with a strong emphasis on marine scientific research and innovation [1] - The city has implemented policies to facilitate the transformation of scientific achievements into production, resulting in significant collaborations and financing in the marine technology sector [2] Group 1 - The 3D scanning wind lidar technology has been widely applied in meteorology, wind power, and aviation, marking a leap from "following" to "keeping pace" with international standards [1] - Qingdao has about 20% of the country's marine research institutions and nearly one-third of high-end research platforms, showcasing its strong marine scientific and educational advantages [1] - The establishment of the first national marine technology market has led to the collection of 13,000 achievement demands and over 300 million yuan in financing [2] Group 2 - Qingdao aims to develop over 10 key deep-sea technologies and cultivate around 10 high-growth companies in niche markets by 2027 [3] - The city is focusing on deep-sea general equipment and unmanned equipment, as well as building an industrial cluster for marine artificial intelligence [3] - Ongoing support for core technology research in underwater communication and navigation is expected to inject new momentum into the construction of a smart ocean [3]

Core Viewpoint - The article discusses the key points of the 15th Five-Year Plan proposed by the Central Committee, emphasizing the progress in building a beautiful China, the establishment of a new energy system, and the promotion of green production and lifestyle [2]. Group 1: Energy System Development - The plan aims to accelerate the construction of a new energy system, increasing the proportion of renewable energy supply and ensuring a reliable and orderly replacement of fossil energy [2][11]. - It emphasizes the need for a clean, low-carbon, safe, and efficient energy system, with a focus on enhancing the resilience and safety of the power system [11][12]. Group 2: Industrial Optimization - The strategy includes optimizing and upgrading traditional industries such as mining, metallurgy, and manufacturing to enhance their global competitiveness [2]. - It promotes technological transformation and the development of smart, green, and service-oriented manufacturing [2]. Group 3: Emerging Industries - The plan focuses on cultivating and expanding emerging and future industries, including new energy, new materials, and aerospace, through innovation and large-scale application of new technologies [4]. - It aims to explore diverse technological routes and business models in fields like quantum technology and hydrogen energy to drive economic growth [4]. Group 4: Infrastructure Development - There is a strong emphasis on modernizing infrastructure, including the integration of information and communication networks and the construction of new energy infrastructure [5]. - The plan also highlights the need for a resilient and sustainable transportation system, ensuring coverage in underdeveloped areas [5]. Group 5: Environmental Protection - The article outlines a commitment to pollution prevention and ecological system optimization, focusing on source governance and multi-pollutant control [9]. - It includes measures for biodiversity protection and the establishment of a natural protection area system [10]. Group 6: National Security - The plan stresses the importance of enhancing national security capabilities in critical areas such as food, energy resources, and supply chains [15]. - It aims to ensure the safety of strategic mineral resources and improve the utilization of water resources [15].

Core Insights - The report emphasizes the importance of studying the General Secretary's explanation of the 15th Five-Year Plan, highlighting two key statements: the qualitative nature of the economic and social development goals and the focus on economic construction as a central theme [2][9]. Investment Directions - The report outlines ten investment directions based on the 15th Five-Year Plan, with a focus on the qualitative target for per capita GDP and a positive outlook on consumer spending, indicating a need for significant progress in people's livelihoods [3][10]. - The first major section prioritizes "industrial development" over "technological innovation," aiming to facilitate large-scale implementation and industrial transformation of technological innovations [3][10]. - In the "industrial development" dimension, the report notes the sequence of traditional industries, emerging industries, future industries, services, and infrastructure, and identifies ten potential key industries [3][11]. - The "technological innovation" section emphasizes "extraordinary" efforts in key areas such as integrated circuits, industrial mother machines, high-end instruments, foundational software, advanced materials, and biomanufacturing, while promoting "Artificial Intelligence+" and digital China initiatives [3][13]. - The report highlights the importance of boosting domestic consumption, placing it at a higher priority, and includes specific reform measures to enhance consumer spending [3][12]. - Fiscal and financial aspects are also addressed, with a call to accelerate the construction of a strong financial nation [3][14]. - The report stresses the development of a maritime power, focusing on marine equipment manufacturing and emerging marine industries, which presents relevant investment opportunities [4][14]. - Cultural industry development is emphasized, with support for quality cultural enterprises and major projects, promoting the integration of culture and technology [4][15]. - The report discusses the need for high-quality development in real estate and the enhancement of social security through the transfer of state-owned assets [4][15]. - Renewable energy development is highlighted, advocating for a multi-energy approach and the advancement of new energy storage and smart grid technologies [4][16]. - The military sector is identified as a strategic allocation direction, with a focus on accelerating the development of unmanned intelligent combat capabilities and information-based military systems [4][16]. Investment Strategy - The report suggests maintaining confidence in the ongoing bull market, with a structural focus on technology as a priority and PPI trading as a supplementary strategy [4][17]. - It indicates that the core driving force of the current market trend comes from positive signals at the micro level, including support for the capital market and technological innovations [4][17].

Group 1 - The core viewpoint is that the operation of the Hainan Free Trade Port will create a more favorable investment environment, broader market space, and significant cost advantages for businesses, particularly those from Shandong province [1] - The Hainan Free Trade Port's operation is expected to provide three major opportunities for Shandong businesses: increased investment freedom and capital flow, expanded market access to Southeast Asia and global markets, and reduced operational costs due to zero tariffs and a 15% reduction in corporate and personal income taxes [2] - Specific examples include a 12% to 15% reduction in import component costs for marine equipment manufacturers and over 5 million yuan in annual tariff exemptions for hydrogen equipment produced in Hainan [2] Group 2 - The collaboration between Shandong and Hainan in agriculture includes the establishment of a breeding base for salt-tolerant rice, aiming for a yield of over 600 kg per mu by 2025, and a national breeding center for grouper fish with an annual capacity of 20 million tails [2] - In the marine economy, a resource library for aquatic species is being developed, which will shorten breeding cycles by 40% and improve survival rates by 20% through collaboration between Yantai and Sanya [3] - Hainan's investment policies, including the shortest negative list for foreign investment and the longest list of encouraged industries, are opening new opportunities for Shandong businesses to engage in cross-border investments and partnerships [4] Group 3 - The Hainan Shandong Chamber of Commerce is actively enhancing policy communication and enterprise services to help businesses seize opportunities in the Free Trade Port, while also addressing challenges such as information asymmetry and talent shortages [4] - Companies are investing in logistics and supply chain improvements, as well as attracting high-end talent by leveraging the 15% personal income tax incentive [4] - Future cooperation between Shandong and Hainan is expected to follow a model of "Shandong R&D + Hainan transformation + global sales," aiming to create competitive industrial clusters [5]

Group 1 - The company has a stake in Yuchai Marine Power Co., Ltd., which primarily produces marine low-speed engines, an important component of marine equipment [1] - Currently, the company is not involved in other deep-sea economic sectors [1] Group 2 - An investor inquired about the company's plans in the deep-sea economy sector [2]

Core Insights - Fuzhou High-tech Zone has transformed from a marshland into a thriving technology city over the past 30 years, showcasing significant industrial growth and innovation [3][10][37] Group 1: Development and Growth - Established as a national high-tech zone in 1991, Fuzhou High-tech Zone has expanded from 5 square kilometers to 196 square kilometers, with over 23,000 enterprises now operating within its boundaries [3][10] - The zone has seen a remarkable increase in the number of national high-tech enterprises, exceeding 2,500, which accounts for approximately 18% of the total in Fujian Province and 54% in Fuzhou City [10][12] Group 2: Innovation and Technology - The establishment of the Min-Du Innovation Laboratory has led to breakthroughs in various fields, including the development of the floating offshore hydrogen production platform "Dongfu No. 1," which opens new avenues for low-cost green hydrogen production [5][7] - Fuzhou High-tech Zone is home to over 460 provincial and above innovation platforms, with an impressive number of invention patents per ten thousand people exceeding 200 [10][12] Group 3: Economic and Industrial Ecosystem - The zone has created a robust ecosystem for the marine economy, with 276 enterprises related to marine economy generating over 2 billion yuan in output value in 2024 [18][22] - Fuzhou High-tech Zone has established a county-level financial control platform and a science and technology financial service base, providing comprehensive financial services for enterprises throughout their lifecycle [16][20] Group 4: Infrastructure and Services - The administrative service center in Fuzhou High-tech Zone has implemented efficient service measures, allowing 90% of supply chain needs to be met within the park, significantly reducing R&D costs for enterprises [18][16] - The zone has also focused on improving living conditions for workers, with the construction of the largest blue-collar apartment accommodating 12,000 industrial workers and young talents [34]

Core Viewpoint - The meeting between Shanxi Provincial Government and China Shipbuilding Group focuses on accelerating energy transition and achieving climate change goals, emphasizing collaboration in various sectors to promote mutual development [1] Group 1: Government and Corporate Collaboration - Shanxi Provincial Governor Lu Dongliang and China Shipbuilding Group Chairman Xu Peng attended the working meeting [1] - Both parties discussed measures for energy transition and the implementation of the 2035 national contribution goals related to climate change [1] Group 2: Focus Areas for Cooperation - The collaboration will target energy equipment manufacturing, marine equipment manufacturing, new energy industry chain, new material research and application, and technological innovation [1] - The aim is to plan and advance a series of transformation projects, enhancing the synergy of industrial and supply chains for mutual benefits [1]

Core Viewpoint - The article highlights the innovative integration of deep-sea technology and sports, exemplified by the collection of the "source fire" for the 15th National Games and the 12th National Paralympic Games from the South China Sea, showcasing Guangdong's advancements in marine economy and technology [1][2][12]. Group 1: Deep-Sea Technology and Innovation - The "source fire" was collected from a depth of 1522 meters in the South China Sea, utilizing advanced technologies such as the "Haimar" ROV for methane gas collection and a solar-powered ignition system [1][6][10]. - The process involved overcoming significant challenges, including the collection of dispersed methane bubbles, energy transmission from the surface to the deep sea, and achieving combustion under extreme deep-sea conditions [8][10]. - The successful ignition of the "source fire" represents a breakthrough in remote ignition of combustible ice, reflecting Guangdong's commitment to innovation and exploration in deep-sea technology [10][12]. Group 2: Economic Implications and Marine Industry Development - Guangdong's marine production value is projected to exceed 2 trillion yuan in 2024, accounting for approximately one-fifth of the national total, indicating a robust marine economy [2][12]. - The article emphasizes the shift from traditional resource reliance to a technology-driven marine economy, with a focus on developing new industries such as marine engineering and green energy [2][12]. - Guangdong has invested nearly 2 billion yuan annually since 2018 to support innovation in six major marine industries, resulting in significant technological breakthroughs and a 16.8% average annual growth in emerging marine industries over the past five years [18][19]. Group 3: Collaborative Efforts in the Guangdong-Hong Kong-Macao Greater Bay Area - The collaboration among Guangdong, Hong Kong, and Macao is highlighted as a key driver for the development of the "blue bay area," enhancing the region's marine technology innovation [15][19]. - The article discusses the establishment of a synergistic innovation ecosystem, leveraging each region's strengths in technology, manufacturing, and finance to boost the marine economy [19][20]. - Recent initiatives, such as the AI unmanned vessel "Haiqing No. 1," exemplify the successful integration of research and practical application within the Greater Bay Area [19].

截至本招股说明书签署日，顾国彪持有公司1,563.30万股股份，持股比例为32.57%；李军华持有公司 1360万股股份，持股比例为28.33%。顾国彪、李军华二人为公司的控股股东、实际控制人，合计控股 60.9%。 业绩方面，2022年至2024年（报告期内），汉盛海装实现营业收入分别为1.32亿元、1.95亿元和2.98亿 元，2023年度和2024年度分别增长47.88%和52.70%；实现归属于母公司所有者的净利润分别为3143.16 万元、4430.30万元和8212.53万元，2023年度和2024年度分别增长40.95%和85.37%。 2025年上半年，汉盛海装实现营业收入1.67亿元，同比增长12.80%；实现归属于母公司所有者的净利润 为4403.55万元，同比增长7.45%。 瑞财经 王敏 9月29日，据北交所官网，汉盛（上海）海洋装备技术股份有限公司（以下简称"汉盛海 装"）北交所IPO获受理，保荐机构为申万宏源证券承销保荐，保荐代表人为高飞、于进洋。 招股书显示，汉盛海装是一家海洋装备制造企业，主要从事海洋船舶和海洋工程水资源与环保设备的研 发、生产、销售以及船用设备备件的销售，系上 ...