Core Insights - The ocean economy is becoming a key driver for domestic demand growth, supported by policy incentives and technological innovations [1] - The report from Guojin Securities highlights the emergence of new consumption scenarios in the ocean economy, particularly in marine fisheries, which play a crucial role in ensuring food security [1] Economic Performance - In 2023, China's ocean economy showed a strong recovery, with a total ocean production value of 99,097 billion yuan, a year-on-year increase of 6.0%, surpassing the national economic growth rate by 0.8 percentage points [2] - The ocean economy accounted for 7.9% of the national GDP, contributing 0.4 percentage points to overall economic growth [2] - The marine manufacturing sector's added value reached 29,861 billion yuan, growing by 7.0%, while the marine service sector's added value was 58,968 billion yuan, nearly 60% of the total [2] Fisheries and Food Security - Marine fisheries are a vital pillar of China's fishery economy, with a total fishery output value of 1.59 trillion yuan in 2023, up 4.5% year-on-year [4] - Marine aquaculture accounted for 65.2% of the total output value, indicating significant potential for growth compared to freshwater aquaculture [4] - The report emphasizes the development potential of deep-sea aquaculture, with over 100,000 square kilometers of usable area available [4] Technological Advancements - The introduction of modern aquaculture technologies, such as the world's first 100,000-ton aquaculture vessel, has significantly enhanced the supply capacity of high-quality seafood [5] - Breakthroughs in core species breeding have led to growth rates exceeding 20% for new varieties, although the industry still faces challenges with species diversity [5] Processing and Logistics - The processing rate of seafood products is increasing, with facilities like the 300,000-ton central cold storage in Zhanjiang enhancing product value by over three times [6] - The establishment of a comprehensive cold chain logistics system is facilitating temperature-controlled processes from aquaculture to end consumers [6]

Core Viewpoint - Shandong Province is accelerating the development of its marine economy, which has become a significant growth engine for the local economy, supported by innovative financial services from banks [1][2]. Group 1: Blue Finance Supporting Marine Economic Development - Shandong's marine economy is projected to exceed 1.8 trillion yuan in output by 2024, accounting for 18.3% of the province's GDP, positioning it as the second-largest in the country [2]. - "Blue finance" refers to financial services provided by institutions to support the sustainable development of the "blue economy," which includes various financial instruments such as blue credit, blue bonds, blue funds, blue investments, and blue insurance [2]. Group 2: Agricultural Bank's Support for Marine Fisheries - Agricultural Bank of Shandong has invested 170 million yuan in marine seed industry loans, focusing on integrated breeding and promotion to enhance technological innovation and results transformation [3]. - The bank offers "fishing boat loans" that allow fishermen to borrow up to 1 million yuan without collateral, addressing the financial challenges faced during the fishing off-season [3]. - The bank has also introduced "marine usage rights mortgage loans," allowing the use of marine area rights as collateral, which provides flexible guarantees for financing [4]. Group 3: Qingdao Bank's Blue Finance Initiatives - Qingdao Bank has developed the first commercial bank blue asset classification standard in China, categorizing blue assets into seven categories and 37 sub-industries to guide project financing [5]. - The bank's "Marine Sci-Tech Loan" offers credit up to 50 million yuan for marine technology enterprises, addressing the financing difficulties associated with high R&D costs and long return periods [6]. - Qingdao Bank has launched "Blue Chain" supply chain financial products to support logistics and shipping enterprises, providing various financing services [7]. Group 4: International Cooperation and Blue Syndicated Loans - Qingdao Bank collaborates with international financial institutions to explore new financing models for blue economy development, successfully securing a $150 million blue syndicated loan for marine-friendly projects [8]. - As of March 2025, Qingdao Bank's blue loan balance reached 19.205 billion yuan, reflecting a 14.44% increase compared to the previous year, indicating a growing contribution to the bank's overall corporate loan portfolio [9].

Group 1 - The national marine aquaculture production increased by 4.5% year-on-year in Q1, indicating a positive trend in China's marine economy [1] - The marine aquaculture production from seawater rose by 5.7%, demonstrating the stable supply role of seawater aquaculture [1] - Significant advancements in deep-sea aquaculture are noted, with new vessels and platforms being launched for operations in deep waters [1] Group 2 - China's marine technology innovation capabilities are strengthening, with green low-carbon technologies contributing to high-quality marine economic development [2] - Progress in the development of green ship technologies, including new methanol dual-fuel engines, supports the green development of the marine industry [2] - The application of carbon capture and recovery technologies has made significant strides, including the first offshore floating production storage vessel equipped with carbon capture and storage facilities [2] Group 3 - The marine engineering equipment manufacturing sector is experiencing growth, with new orders, delivered orders, and hand-held orders increasing by 57.1%, 114.3%, and 24.2% year-on-year, respectively [3] - New developments in marine engineering equipment for offshore oil and gas and offshore wind power have been achieved, including the completion of a 2000-meter deepwater oil tree [3] - The delivery of advanced vessels for wind power installation and the commencement of construction for a multi-purpose offshore construction vessel highlight the sector's progress [3]

Core Viewpoint - The marine economy in China is rapidly growing, with a first-quarter marine GDP of 2.5 trillion yuan, reflecting a year-on-year increase of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points, indicating its importance as a growth driver for the economy [1] Group 1: Current Development and Trends - The marine economy is divided into upstream, midstream, and downstream sectors, with upstream focusing on marine equipment and materials manufacturing, midstream covering marine fisheries, oil and gas, salt, mining, transportation, and tourism, and downstream involving reprocessing and retail of marine products [2] - There are 28,104 marine economy-related enterprises in China, predominantly located in coastal regions, with Shandong leading with 1,963 companies, followed by Zhejiang with 3,238, and Jiangsu with 3,200 [4] Group 2: Future Projections - The marine GDP is projected to reach 13 trillion yuan by 2025 and exceed 20 trillion yuan by 2030, with the marine GDP expected to account for over 15% of the national GDP [5] Group 3: Strategic Planning for Marine Economy - Local governments should develop marine economy strategies based on regional resources, industry foundations, and national strategic needs, focusing on multi-dimensional collaborative development [6] - Emphasis on building a modern marine industry system that prioritizes high-value-added industries, such as deep-sea aquaculture and marine clean energy [9] - Encouragement of industry integration and clustering around port economies to enhance urban functions and promote spatial agglomeration [10] Group 4: Innovation and Technology - Establishment of collaborative platforms for industry, academia, and research to focus on marine biotechnology and smart ocean initiatives, supported by state capital [11] - Development of industry standards for deep-sea aquaculture and ecological restoration to ensure sustainable practices [12] Group 5: Regional and International Cooperation - Promotion of land-sea coordination and cross-regional collaboration to provide inland areas with access to maritime resources [13] - Development of open economic mechanisms to leverage international trade and investment opportunities [14] Group 6: Environmental and Policy Considerations - Prioritization of ecological sustainability through optimized resource utilization and pollution monitoring systems [15][16] - Implementation of supportive policies to enhance the business environment and facilitate financing for marine projects [17][18] Group 7: Case Studies - Qingdao focuses on integrating AI with marine industries, establishing national laboratories, and promoting deep-sea aquaculture [19][20] - Shanghai leverages its international shipping center status to develop shipping services and deep-sea wind power [22][23] - Shenzhen aims to become a global marine center by advancing marine electronic information and deep-sea technology [26][27] Group 8: Conclusion - The marine economy is transitioning towards innovation-driven and green low-carbon development, showcasing China's strategic potential in reshaping the global marine economic landscape [30][31]

中新网深圳4月30日电 (记者 方伟彬)"粤海亮剑2025"伏季休渔专项执法行动启动仪式30日在深圳南山区 海监码头举行。 加强宣传工作。深圳市海洋综合执法支队 供图 编队出海 巡查。深圳市海洋综合执法支队 供图 行动期间，深圳市海洋综合执法支队执法人员登检渔船17艘，查获违规渔船2艘。目前，相关案件正在 进一步调查处理中。据介绍，2025年，深圳市休渔渔船950艘，目前已全部回港度休。 为确保休渔政策顺利实施，近期，深圳市海洋综合执法支队多措并举，紧锣密鼓做好各项准备工作。该 支队精细管理，现场核实深圳渔船度休地点，督促外地渔船按时返回船籍港度休，港澳流动渔船回港澳 休渔，符合免休条件的渔船及时申请并备案。 广东省海洋综合执法总队、广东海警局、广东省公安厅联合开展此次行动。深圳市海洋综合执法支队及 深圳海警、公安等有关部门参加启动仪式，并编队出海巡查，共同营造强大的休渔执法声势。 启动仪式上，广东省海洋综合执法总队和广东海警局作行动部署。随着船艇汽笛声响，各行动部门6艘 执法艇、46名执法人员编队出发，迅速有序驶向任务海域开展执法检查。 "粤海亮剑 2025"休渔专项执法行动启动仪式。深圳市海洋综合执法支队 ...

Core Insights - The marine economy in China showed a positive trend in Q1 2025, with a total marine GDP of 2.5 trillion yuan, reflecting a year-on-year growth of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points [1] Marine Tourism - The marine tourism sector achieved a value-added output of 384.2 billion yuan in Q1, marking a year-on-year increase of 7.5% [2] Shipbuilding Industry - Key shipbuilding indicators such as new ship orders, completed ships, and hand-held orders remained stable, with a significant year-on-year growth in hand-held orders [2] - Major shipbuilding companies maintained strong production levels, indicating a stable development trend in the marine shipbuilding industry [2] Marine Oil and Gas Exploration - Significant breakthroughs were made in marine oil and gas exploration, including the discovery of a billion-ton oil field in the South China Sea and high-yield oil and gas flows in the Beibu Gulf [3] - Marine crude oil and natural gas production increased by 1.7% and 13.8% year-on-year, respectively [3] Marine Clean Energy - The offshore wind power sector saw a 1.4% increase in power generation and a 41.6% rise in newly connected capacity year-on-year [3] - The construction of the "blue granary" continued, with marine aquaculture production increasing by 4.5% year-on-year [3] Carbon Capture Technology - Progress was made in carbon capture technology, with the first offshore floating production storage vessel equipped with carbon capture and storage facilities completed [4] Marine Trade - The total import and export volume of marine trade increased by 0.1% year-on-year, demonstrating resilience amid global economic challenges [5] - The export of high-end, intelligent, and green marine products grew by 10.8%, with wind turbine exports rising by 43.2% [5] Port Development - Over 50 automated terminals have been established, maintaining a global lead in port automation [5] - Smart and green port initiatives are advancing, with successful local deployments of advanced systems in major ports like Ningbo Zhoushan and Tianjin [5] Expansion of Shipping Routes - New international shipping routes have been established, enhancing the connectivity of Chinese ports with global markets [6]

目前，青岛拥有海洋领域国家实验室1家、国家重点实验室5家、省重点实验室18家、市重点实验室64 家，初步形成梯次衔接、特色鲜明的海洋领域实验室体系 青岛通过打造海洋科技成果转化平台，强化全链服务、多应用场景服务、多平台赋能等模式，推动海洋 产业高质量发展，推动科研成果从实验室走向生产线 文 |《瞭望》新闻周刊记者 王凯 作为国家沿海重要中心城市，青岛海洋科研资源丰富、科研实力雄厚，集聚了崂山实验室、中国海洋大 学、中国科学院海洋研究所等一大批涉海科研机构，拥有的涉海院士数量、海洋高端平台数量、海洋领 域国际领跑技术数量均居全国首位。目前，青岛拥有海洋领域国家实验室1家、国家重点实验室5家、省 重点实验室18家、市重点实验室64家，初步形成梯次衔接、特色鲜明的海洋领域实验室体系。 近年来，青岛多措并举破解原创性成果比重偏小、关键核心技术创新不足、科研成果转化不畅等问题， 让科技创新成为经略海洋的强大助力。 强化基础研究 作为海洋渔业领域的一家全国重点实验室，中国水产科学研究院黄海水产研究所牵头的海水养殖生物育 种与可持续产出全国重点实验室于2022年11月获得批准建设，在"海水生物种质评价与遗传基础解 析""分 ...

从海南省农业农村厅获悉，海南将从2025年5月1日12时起至8月16日12时，实施海洋伏季休渔，共3个半 月。(海南发布) ...

以下文章来源于前瞻经济学人 ，作者产业观察组 前瞻经济学人 . 关注中国城市发展战略、把握全球新兴产业趋势！这是省长书记爱看的智库号之一。 来 源丨前瞻经济学人（ID：chanyeqianzhan） 作者丨产业观察组 图源丨摄图网 自古以来，中国人重视吃饭问题，民以食为天。 当全球粮食安全面临极端气候与地缘政治双重挑战时，中国用占世界7%的耕地养活了20%人口的传统路 径正迎来历史性突破，那便是——在碧波万顷中培育粮食安全新增长极。 推进"藏粮于海"，打造"蓝色粮仓"，既是践行大食物观、构建"海陆空"立体食物供给体系的关键路径，也 是端牢中国饭碗、守护粮食安全的战略举措。 2024年，中国水产总产量达到74.1百万吨（MMT），同比增长4.1%，再创历史新高，继续稳居全球最大 水产品生产国地位。 一直以来，我国海洋水产品总量稳定增长，每年为国民提供超6500万吨的"蓝色蛋白质"，人均占有量超45 公斤，是世界平均水平的2倍，相当于再造了一个隐形耕地大国。 值得注意的是，在这片"以食为天"的土地上，一座三线小城正以"向海突围"的魄力，悄然改写传统农业的 边界。 山东威海，这个陆地面积不足6000平方公里的滨海城 ...

Investment Rating - The report provides an investment rating of "Outperform the Market" for the marine economy sector, particularly focusing on marine fisheries [47]. Core Insights - The report emphasizes the transformation and upgrading opportunities in marine fisheries, driven by the government's focus on "deep-sea technology" as highlighted in the 2025 government work report [4]. - The marine fisheries sector is expected to see continuous growth in total output value, with the potential emergence of leading companies due to innovations in breeding models and the shift from nearshore to offshore fishing [6][36]. - The report identifies various innovative development models in marine aquaculture, including "Fisheries+", "Marine Engineering+", "Ecological+", "Leisure+", and "New Energy+" [5][18][21][24][33]. Summary by Sections Marine Economy Overview - The domestic marine production value has surpassed 10 trillion yuan, becoming a significant driver of GDP growth, with a reported value of 10.54 trillion yuan in 2024, reflecting a year-on-year growth of 5.9% [9]. - The marine fisheries sector's annual output value is nearing 800 billion yuan, with marine aquaculture contributing 488.5 billion yuan and marine capture fisheries contributing 261.8 billion yuan in 2023 [12]. Development Trends - The report outlines the historical development phases of marine fisheries, indicating a shift towards sustainable practices and ecological protection since 2012 [15][16]. - The future transformation of domestic marine fisheries is anticipated to accelerate, with a focus on optimizing resource utilization and enhancing offshore fishing capabilities [39]. Innovative Models in Marine Aquaculture - The "Fisheries+" model focuses on value-added aquaculture, utilizing artificial reefs and ecological farming methods [18]. - The "Marine Engineering+" model aims to integrate high-end equipment and technology into marine ranching, promoting collaboration with tourism and new energy sectors [21]. - The "Ecological+" model emphasizes environmental protection and restoration, facilitating the development of tourism and public services [24]. - The "Leisure+" model combines recreational fishing with tourism and cultural experiences [28]. - The "New Energy+" model integrates renewable energy projects with aquaculture activities, promoting sustainable development [33]. Offshore Fishing Trends - The report notes a significant trend of moving from nearshore to offshore fishing due to the depletion of nearshore resources, with large specialized fishing companies expected to lead this transition [36]. - The implementation of fishing moratoriums and policies to protect marine resources is highlighted as a strategic goal for the development of offshore fisheries [39]. Potential Investment Targets - The report suggests focusing on leading companies in marine aquaculture and capture fisheries, which are well-positioned to benefit from the ongoing transformation in the industry [7][44].