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“十万亿”后,中国海洋经济落子何处?
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-12 01:43
自15世纪"地理大发现"以来,海洋深度参与了每一次大国崛起的进程,成就了"海上马车夫"的繁荣,亦 构建起跨越洲际的"日不落帝国"。 数个世纪后的今天,全球海洋经济产值已突破2.5万亿美元大关。经济合作与发展组织(OECD)预测, 至2030年这一数字将攀升至3万亿美元,届时海洋经济规模将可媲美全球第七大经济体。 21世纪经济报道记者 陈思琦 深圳报道 规模扩大的另一面,海洋经济实力已不单纯由港口规模、吞吐量决定。科技创新正深刻改变海洋产业的 形态与价值创造方式,深海探测、海上新能源、海洋生物医药等前沿科技的突破能力愈发成为核心竞争 力。 10月11日,由综合开发研究院(中国·深圳)可持续发展与海洋经济研究所与广东粤港澳大湾区研究院 联合编制的《全球海洋城市竞争力指数报告(2025)》(以下简称"报告")正式发布。不同于传统榜单 聚焦海事服务水平,报告构建了经贸活力、科技创新、海事服务、国际影响和城市治理五大维度,反映 了全球海洋城市发展逻辑从"传统海事枢纽"向"创新型海洋城市"的转变。 2024年,中国海洋生产总值首次突破10万亿元大关,占GDP比重稳步提升至7.8%。这一里程碑式的数 据背后,是上海、深圳、 ...
向蓝减碳:海洋经济绿色转型助力广东高质量发展
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-10 22:49
在政策保障方面,广东构建"法律+金融"的制度体系,为海洋经济绿色低碳发展提供助力。2025年5月28 日通过的《广东省促进海洋经济高质量发展条例》,提出"推动深远海海上风电技术创新和示范应用, 探索漂浮式海上风电项目开发建设,鼓励海上风电向深远海拓展""探索推进海洋生态系统碳汇价值转 化",为海洋能源、海洋碳汇高质量发展提供了法治保障。在金融创新方面,2022年5月,在中国农业银 行与中国银行发行了中集集团(000039)的蓝色债券,成为粤港澳大湾区首单蓝色债券,用于支持中国 沿海海域海上风电项目;2023年9月,平安财险在深圳设立了全国首单红树林碳汇指数保险。 广东以经济社会绿色低碳高质量发展为战略导向,通过系统推进能源技术创新、生态价值实现机制创新 及金融与法治政策创新等举措,实现了多个"首次"和"第一",构建起蓝绿统筹的发展新范式。未来,海 洋能源产业、海洋碳汇保护修复等将成为广东省经济社会发展的新增长点,相关方应主动借鉴国际经 验,制定推广海上风电并网标准、海洋碳汇核算方法等规则,加快海洋领域技术研发,将蓝绿统筹作为 经济增长的推动器。 在能源领域,广东将海洋视为"立体能源库",依托丰富的海上风力、光 ...
医药企业赴港IPO热潮持续,百利天恒、长春高新、贝达药业拟“A+H”
Sou Hu Cai Jing· 2025-10-10 13:59
Summary of Key Points Core Viewpoint The Hong Kong Stock Exchange (HKEX) has seen significant activity in new listings and IPO applications, with notable performances from newly listed companies and ongoing interest from various sectors. Group 1: New Listings - On October 10, HKEX had two companies listed: ZhiDa Technology and JinYe International Group, with ZhiDa Technology closing up 192.14% at HKD 195.50 per share, giving it a market capitalization of approximately HKD 11.7 billion [3] - JinYe International Group saw a remarkable first-day increase of 330.00%, closing at HKD 2.15 per share, with a total market value of around HKD 860 million [3] Group 2: Ongoing IPO Applications - As of October 10, there are three companies currently undergoing the IPO process, with one completing its offering on the same day [4] - The companies include XuanZhu Bio-B, YunJi, and HaiXi New Drug, focusing on biopharmaceuticals and AI-enabled robotics [4] Group 3: Recent IPO Applications - From September 29 to October 10, a total of 35 companies submitted applications for listing on the main board of HKEX [8] - Notable applicants include: - LanNa Cheng, a clinical-stage biotech company focused on radiopharmaceuticals for cancer treatment [15] - JiMi Technology, a leading global brand in the projection industry [17] - WeiYi Holdings, a top player in China's digital health services market [21] - PuYuan Precision, the largest electronic measurement instrument supplier in China [23] - HuanChuang Technology, a leader in high-precision spatial perception solutions [26] - JingCun Technology, an independent manufacturer of embedded storage products [28] - MaiKeAoTe, a platform biotech company with core products in clinical trials [31] - JingShi Measurement and Control, focusing on flexible manufacturing solutions [33] - LuoShi Robotics, dedicated to the design and commercialization of intelligent robots [35] - ChangChun High-tech, a major player in the Chinese pharmaceutical industry [37] - JuXin Microelectronics, specializing in intelligent sensing and machine vision solutions [40] - BeiDa Pharmaceutical, a successful biopharmaceutical company in China [42] - LiOu Group, focusing on AI-driven digital marketing and smart systems [45] - Natural Hall, the third-largest domestic cosmetics group in China [47] - MiLian Technology, an online emotional social platform [50] - JingHe Integration, a global 12-inch pure wafer foundry [52] Group 4: Financial Performance - ZhiDa Technology's total market capitalization reached approximately HKD 11.7 billion on its first day [3] - JinYe International Group's market value was around HKD 860 million after its debut [3] - Financial data for various companies applying for IPOs indicates a mix of revenues and losses, with some companies like WeiYi Holdings projecting significant revenue growth from HKD 13.68 billion in 2022 to HKD 54.96 billion in 2024 [21] - Other companies like JingCun Technology expect revenue growth from HKD 20.96 billion in 2022 to HKD 37.14 billion in 2024 [28] Group 5: Risk Factors - Companies have disclosed various risk factors in their IPO applications, including reliance on successful drug approvals, competition, and market demand fluctuations [16][19][22][24][27][36][41][43][46]
粤东首个专业“海上风电母港”前詹通用码头在揭阳开放口岸
Zhong Guo Xin Wen Wang· 2025-10-10 08:11
粤东首个专业"海上风电母港"前詹通用码头在揭阳开放口岸 中新社广东揭阳10月10日电 (记者 方伟彬)粤东首个专业"海上风电母港"国家电投揭阳港前詹通用码头 (下称"前詹通用码头")10日在广东揭阳正式开放口岸。 编辑:熊思怡 国家电力投资集团有限公司副总经理陈海斌表示,广东作为全国海洋经济发展的"领头雁",2024年海上 风电装机容量突破1215万千瓦,跃居全国首位,成为驱动经济高质量发展的蓝色引擎。该集团正积极在 揭阳打造千亿级综合能源基地。目前已投产海上风电90万千瓦,待建40万千瓦,核准170万千瓦,形 成"投产—在建—储备"梯次推进的良好格局。 据介绍,揭阳市惠来临港产业园已落户企业40家、总投资达1800亿元,海上风电、氢能储能、海洋牧 场、海工装备等产业加速集聚。揭阳海洋生产总值2021年以来年均增速达16.5%,海洋经济已成为该市 经济发展的重要增长点。(完) 来源:中国新闻网 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 当天,揭阳市举行海洋经济产业高质量发展大会。集中签约的海洋经济产业项目共15个,总投资189亿 元(人民币,下同),涉及海上风电、港口建设、海工装备 ...
山东连续四年入选营商环境最好10个省份
Da Zhong Ri Bao· 2025-10-10 00:53
省委依法治省办副主任,省司法厅党委书记、厅长杨增胜介绍,"十四五"时期我省在全国率先开展 省级层面法治建设综合评估和动态监测,法治建设的系统性、整体性、协同性不断增强。深入开展党政 主要负责人述法工作,领导干部"头雁"效应有效发挥。扎实开展法治建设实地督察,解决了一批群众反 映强烈的突出问题。创新开展县(市、区)党政主要负责人推进法治建设重点项目工作,推出重点项目 333项,相关县(市、区)聚焦汽车、新材料、海上风电、轴承等产业,优化涉企法治服务,助推了当 地特色产业的健康发展。 "十四五"时期,山东以一流法治环境护航高质量发展 山东连续四年入选营商环境最好10个省份 记者10月9日从省政府新闻办举行的新闻发布会上获悉,"十四五"时期,山东全面推进科学立法、 严格执法、公正司法、全民守法,加快推进涉外法治建设,为新时代社会主义现代化强省建设提供了有 力法治保障。山东连续四年入选营商环境最好10个省份,其中法治环境位居全国前列。 我省深入推进科学立法、民主立法、依法立法,以高质量立法保障高质量发展。5年来,全省制定 修改地方性法规330件、政府规章260件。山东省绿色低碳高质量发展促进条例、防范和处置非法集资办 ...
韩加速推进本国海上风电项目
Shang Wu Bu Wang Zhan· 2025-10-09 16:55
产业部次官李昊鉉(音)表示,4.1吉瓦中标项目的成功落地对国内海上风电发展至关重要,政府将全力支 持先行项目顺利推进,为后续项目树立标杆,确保韩国在海上风电的"黄金时间"不被错过。 (原标题:韩加速推进本国海上风电项目) 韩国《每日经济》9月23日报道,韩国产业通商资源部23日在首尔召开海上风电业界座谈会,回顾 2023至2024年竞争性招标项目,讨论海上风电推广的政策方向。政府自2022年引入风电固定价格合同竞 争招标以来,共选定总发电量4.1吉瓦(GW)的15个项目,目前已竣工1个项目,开工2个项目。 ...
国庆假期新能源行业变化主题会
2025-10-09 02:00
Summary of Key Points from Conference Call Records Industry Overview - **New Energy Industry**: Significant advancements in solid-state battery technology, with research focused on improving solid-solid interface conductivity. However, the industry believes that the 600 MPa isostatic pressing process is unsuitable for mass production, necessitating breakthroughs in materials [1][4]. - **Energy Storage Sector**: Global demand for energy storage is robust, with multiple GWh-level project tenders in regions like India, Chile, and Germany. Chinese companies are actively expanding into the European market, with large cell batteries (e.g., 628 cells) becoming a trend to significantly reduce costs and enhance unit profitability [1][5][6]. - **Electric Vehicle Market**: The domestic market for electric vehicles is experiencing steady growth, while overseas markets are seeing significant acceleration. The lithium battery sector is expected to grow nearly 30% by 2026, driven primarily by energy storage and overseas power batteries [1][10][12]. Core Insights and Arguments - **Solid-State Battery Developments**: Research institutions have made progress in enhancing ionic conductivity and interface performance, but the industry faces challenges in scaling production due to safety and efficiency concerns [3][4]. - **Energy Storage Challenges**: High hardware failure rates and low efficiency are major issues, with 19% of energy storage stations experiencing hardware faults and only 30% achieving 88% efficiency [1][8][11]. - **Investment in Green Hydrogen**: Increased investment in green hydrogen projects, with significant agreements signed between companies like Jinfeng and Xianmeng, indicating a favorable environment for green hydrogen development due to stricter maritime emission regulations [1][14][15]. Additional Important Content - **Market Performance**: Recent performance in the solid-state battery market has been notable, with companies like SP, QS, and AT seeing significant stock price increases due to strategic partnerships and advancements in ceramic membrane electrolytes [2]. - **Profitability Enhancement Strategies**: Companies can enhance unit profitability by diversifying customer structures and shifting product structures towards larger battery cells, which can drastically lower costs [6][7]. - **Future Trends in Energy Storage**: The energy storage sector is expected to maintain high growth rates, with projections indicating a 40%-50% growth in the storage segment, contributing significantly to the lithium battery market [12][13]. - **Wind Power Industry Outlook**: Leading companies in the wind power sector are achieving record performances, with offshore wind power showing promising prospects. Key companies such as Yunda, Jinfeng, and Mingyang are recommended for investment [1][23]. - **Challenges in AI Infrastructure**: The aging power grid in the U.S. poses a challenge for the growth of AI infrastructure, which requires substantial power capacity increases to support future demands [29]. This summary encapsulates the critical developments and insights from the conference call records, providing a comprehensive overview of the new energy and related sectors.
远海追风添“利器” ——全球首台十六兆瓦漂浮式风电机组完成一体化组装
Ke Ji Ri Bao· 2025-10-09 01:31
10月1日,广西北海铁山港区,海风吹拂,碧空如洗,明黄的半潜式平台静泊在岸边,超大容量风力发 电机组矗立其上,随着最后一支叶片与轮毂精准对接,全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装,并将启程奔赴离岸70公里、50多米水深的位点目的地。 10月1日,广西北海铁山港区,海风吹拂,碧空如洗。明黄的半潜式平台静泊在岸边,超大容量风力发 电机组矗立其上。随着最后一支叶片与轮毂精准对接,全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装,并将启程奔赴离岸70公里、50多米水深的位点目的地。 "三峡领航号"是中国海上风电向深远海迈进的关键项目之一。其核心设备——风力发电机组,年发电量 约4465万千瓦时;其核心基础——半潜式平台,能抵抗17级台风;其设计建造历程,依靠协同攻关,打 通了海上风电产业链全链条。 在极端环境下寻求动态平衡 "我们面临施工窗口期紧张、成本管控压力大、台风防御难度高等五大核心挑战。"三峡集团广东分公司 生产管理部副主任向君介绍。 从理念提出到雏形初现,历经10次方案迭代、5次浮体结构造型更新、数十项核心参数修正,研发团队 在摸索中,将一体化漂浮式风电机组仿真成 ...
大地风华·多彩的答卷
Ren Min Ri Bao· 2025-10-04 21:50
Group 1 - The article highlights the advancements in China's manned space technology since the "14th Five-Year Plan," showcasing the successful extravehicular activities of astronauts aboard the Shenzhou 13 spacecraft [1] - The Fujian aircraft carrier, as China's first to utilize electromagnetic catapult technology, signifies a new stage in naval equipment technology, with the J-35 fighter jet representing a key component of national defense strength [1] - The transformation and upgrade of Xiamen Port as a crucial node in the 21st Century Maritime Silk Road is emphasized, reflecting the busy and grand scene of the port [2] Group 2 - The application of the BeiDou satellite navigation system across various sectors such as energy transportation, agriculture, and urban construction illustrates its deep integration into national economic development [3] - The Hainan Free Trade Port has accelerated its development over the past five years, showcasing a vibrant scene through artistic representations of its infrastructure [3] - The ecological restoration success of the mangrove wetlands in Zhanjiang is highlighted, emphasizing the harmonious coexistence of humans and nature [4] Group 3 - The artistic representation of the Xiong'an New Area's rapid development over eight years reflects the city's bright future and the ambitious goals of the "14th Five-Year Plan" [6] - The article presents a collection of artworks that embody the spirit of the times and the achievements of the past five years, showcasing the diverse artistic expressions of China's development [6][7] - The depiction of offshore wind power and marine ranching platforms illustrates the progress in clean energy development in Guangdong [7]
大金重工拟港股上市,海外收入占比快速提升
Zhong Guo Zheng Quan Bao· 2025-10-03 14:44
2022年、2023年、2024年及2025年上半年,公司营业收入分别约为51.06亿元、43.25亿元、37.8亿元和 28.41亿元,净利润分别约为4.5亿元、4.25亿元、4.74亿元和5.47亿元,净利率分别为8.8%、9.8%、 12.5%和19.2%。 公司的客户主要包括全球多个地区(尤其是欧洲)的头部海上风电开发商及风电整机制造商,其中多数客 户保持严格的供应商资格标准。2022年、2023年、2024年及2025年上半年,公司前五大客户产生的收入 分别约为27.48亿元、22.85亿元、21亿元及21.69亿元,分别约占公司总收入的53.8%、52.8%、55.6%及 76.4%。 9月29日,大金重工(002487)股份有限公司向港交所递交招股说明书。 招股书显示,大金重工是一家海上风电核心装备供应商,公司于2010年在深圳证券交易所上市,是A股 首家风电塔桩上市公司。公司的客户主要包括全球领先海上风电开发商及风电整机制造商。公司海外收 入占总收入的比例,从2022年的16.4%提升至2025年上半年的79.0%。 战略布局全球深远海风电市场 据招股书介绍,大金重工为全球大型海上风电开发商提 ...