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方正证券:国家战略新引擎驱动 深海产业迎1-10跨越式发展
智通财经网· 2025-06-28 08:34
Group 1 - The core viewpoint is that deep-sea technology has been recognized as a strategic emerging industry in China's 2025 government work report, alongside commercial aerospace and low-altitude economy, highlighting its potential for economic growth and resource security [1][3] - The deep-sea area covers 65% of the ocean and 49% of the Earth's surface, containing abundant energy and resources, making it crucial for China's economic strategy and international standing [2][3] - The deep-sea technology sector is expected to experience rapid development, with a market potential in the trillion-level range, driven by government policies and financing opportunities [3] Group 2 - The construction of underwater defense systems is accelerating, with military-civilian integration expected to drive growth in the deep-sea industry, enhancing the application and commercialization of deep-sea equipment [4] - The upstream sector, including sonar and titanium alloy production, is anticipated to see early growth, while midstream and downstream applications are expanding into various deep-sea scenarios [5] - Key companies in the upstream sector include China Marine Defense, West Materials, and Xiangdian Co., while midstream and downstream players include China Shipbuilding, CNOOC, and China Petroleum [5]
海南推动深海智造全球对话
Group 1 - The 2025 International Ocean Technology Conference opened in Brest, France, showcasing China's deep-sea technology capabilities and the progress of the Sanya 2026 conference preparation [2] - The "China Corner" was inaugurated with the theme "Using Events to Drive Production: Deep-Sea Intelligent Manufacturing," highlighting Hainan's ambition to establish a deep-sea industry hub with a global perspective [2] - Hainan's development strategy includes a four-step approach focusing on IoT in oceans, twin oceans, intelligent oceans, and deep-sea manufacturing, supported by a three-in-one concept verification and pilot testing platform [2] Group 2 - The deep-sea industry promotion session featured Dr. Xu Jie, CEO of Hainan's Deep-Sea Industry Innovation Service Platform, emphasizing key areas such as deep-sea equipment manufacturing, resource exploration, and data trading services [3] - The promotion aims to create a "three-in-one" industry export model combining infrastructure, service capabilities, and capital channels, showcasing China's deep-sea industry as a global cooperation model [3] - The delegation identified 10 marine technology companies for targeted discussions, focusing on advanced technologies like high-precision ocean detection instruments and underwater robotics, aiming to enhance testing capabilities and foster innovation in marine data [3]
国家发展改革委、商务部、市场监管总局重磅发布!解读来了
21世纪经济报道· 2025-04-24 13:19
Core Viewpoint - The 2025 version of the Market Access Negative List aims to further relax market access restrictions, reducing the number of items from 117 in 2022 to 106, thereby optimizing market access management and enhancing market vitality [3][5][8]. Summary by Sections Market Access Negative List Overview - The Market Access Negative List system compiles industries and sectors that are either prohibited or require government permission for investment and operation. Outside this list, all entities can enter the market equally [2]. Changes in the 2025 Version - The 2025 version of the Market Access Negative List has reduced the number of items to 106, with a focus on a "national unified" management model, meaning no local or departmental negative lists can be created [3][5]. - The list includes 6 prohibited items, such as activities that do not meet functional area construction requirements and unauthorized financial activities [5][6]. Licensing and Permits - There are 100 items under the licensing category, covering various industries including agriculture, manufacturing, and finance. Specific licensing requirements are outlined for sectors like manufacturing and finance [6][7]. - The list aims to lower entry barriers and stimulate market activity by removing or simplifying several national and local measures [7][8]. New Business Models and Fields - The 2025 version also standardizes management measures for new business models and fields, such as unmanned aerial vehicles and e-cigarettes, ensuring compliance with existing laws and regulations [10][11]. - The government emphasizes the importance of optimizing the market access environment for emerging sectors, which is part of a broader strategy to enhance innovation and competitiveness [11][12]. Future Directions - The National Development and Reform Commission plans to continue reforming and innovating market access policies, focusing on key industries and strategic emerging sectors to promote a positive cycle of technological breakthroughs and industrial applications [15].