Core Viewpoint - The exhibition celebrating the 35th anniversary of the China Ocean Mineral Resources Research and Development Association showcases significant achievements in deep-sea exploration and technology development, highlighting China's commitment to marine resource management and international cooperation in ocean governance [1][4][7]. Group 1: Exhibition Overview - The exhibition features models of deep-sea submersibles such as "Jiaolong," "Deep Sea Warrior," and "Fendouzhe," attracting numerous visitors [1][3]. - It is organized into four thematic sections: "Dreams of Deep Sea Exploration," "Connecting Deep Sea," "Strengthening Marine Power," and "Exploring the Future of the Sea," displaying nearly a hundred physical exhibits and numerous educational images [1][3]. Group 2: Achievements and Contributions - Over the past 35 years, the China Ocean Association has focused on developing new sources of national resources, safeguarding deep-sea rights, advancing deep-sea technology, and contributing to global wealth [3][4]. - The association has successfully explored polymetallic sulfides and cobalt-rich crusts in regions like the Southwest Indian Ocean and the Western Pacific [4]. Group 3: Technological Advancements - The association has made significant technological breakthroughs, including the "Jiaolong" submersible reaching depths of 7,000 meters and establishing a collaborative deep-sea exploration system known as the "Three Dragons" [6]. - China's deep-sea technology has transitioned from "catching up" to "leading" in certain areas, demonstrating substantial progress in deep-sea equipment [6]. Group 4: International Collaboration - The association actively participates in international ocean governance, contributing to initiatives like the "Ocean Decade" and promoting the balance between resource development and environmental protection [4][6]. - It has initiated several major scientific programs, including the discovery and protection of deep-sea habitats and the study of global seabed ecosystems, enhancing China's role in global marine science [6]. Group 5: Future Aspirations - The exhibition aims to bridge the gap between science and the public, fostering innovation and inspiring future generations to engage in marine exploration [7].

2024年12月29日，我国首艘设计拥有完全自主知识产权的 "深远海多功能科学考察及文物考古船——探 索三号"，顺利抵达三亚崖州湾科技城南山港公共科考码头，正式入列。海南日报全媒体记者 王程龙 摄 6月6日，三亚崖州湾科技城高新区(以下简称科技城高新区)的深层海水应用开发创新平台内，中国地质 调查局广州海洋地质调查局三亚南海地质研究所高级技术顾问王嘹亮正逐一检查已建成的示范性生产线车 摩托艇在三亚半山半岛附近海域驰骋。海南日报全媒体记者 王程龙 摄 位于陵水新村湾海域的深海养殖网箱。海南日报全媒体记者 袁琛 摄 间，思考着深层水示范开发应用布局。 "海南辖有我国最深的海区，在开发利用深层海水资源上具有独特优势。技术赋能，利用独特区位条件和 海水资源，海南有望在附加值高、经济效益突出的深层海水相关制品领域探索一条产业新路。"王嘹亮感叹 道。 当前，科技城高新区聚焦深海高端装备关键小件，以及深水油气资源、深远海可再生能源、深海矿产资 源等行业，积极汇聚深海科技研发、装备测试与总装、海上应用服务与运维保障等领域优势力量，着力打造 科技特色明显、产业优势突出的深海高端装备研发与应用产业示范园区，推动深海高端装备产业集 ...

随着国家海洋强国战略深入推进，"深海科技"正成为高频热词。近日，多家上市公司回应在深海科技领 域的战略布局和最新进展。 业内人士表示，深海科技产业潜力巨大，上市公司凭借其资金实力、技术储备和产业化能力，将成为推 动深海科技从研发突破走向规模化应用的重要驱动力。 工业和信息化部中小企业服务专家谢良鸿在接受《证券日报》记者采访时表示，上市公司加速布局深海 科技，不仅直接拉动相关材料、零部件等上游产业升级，更将吸引资本涌入这一新蓝海。 中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示，上市公司加速布局深海科技，对我国海 洋经济高质量发展有着实质性的推动作用。从产业升级角度看，上市公司凭借其雄厚的资金实力、先进 的技术水平和丰富的管理经验，能够带动深海科技产业向高端化、智能化方向发展。 未来发展前景广阔 麦哲产业研究院预计，2025年我国海洋生产总值将突破13万亿元，其中深海科技相关产业占比将超过 25%，成为经济增长的新引擎。 深海科技的蓬勃发展离不开多方面因素的有力支撑。中国投资协会上市公司投资专业委员会副会长支培 元表示，在核心技术突破与装备自主化方面，我国已取得一系列重大进展，为产业化发展奠定了坚实的 ...

Core Viewpoint - The Guangdong Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aiming to address bottlenecks in marine economic development through legal frameworks [1][3]. Legislative Background - The central government has emphasized the importance of marine economic development, with the 20th National Congress highlighting the need to develop marine economies and protect marine ecosystems [3]. - Guangdong, despite being a leading marine economy with a marine production value exceeding 2 trillion yuan in 2024, faces challenges such as uncoordinated industrial development and insufficient technological innovation [3]. Industrial Leap - The regulations focus on building a modern marine industry system, optimizing spatial layout, and promoting coordinated development between land and sea [5]. - Specific measures include the development of marine cities and the optimization of marine economic spatial layout, addressing the imbalance in marine industry development between different regions [5][6]. New Emerging Industries - The regulations encourage the expansion of electronic information enterprises into marine sectors and the development of offshore wind power [6]. - Guangdong aims to foster new industrial clusters worth hundreds of billions, focusing on deep-sea equipment and marine biotechnology [6]. Innovation and Production Capacity - The regulations emphasize strengthening technological innovation and creating a collaborative innovation system involving enterprises, markets, and research institutions [8]. - Key initiatives include establishing high-standard innovation platforms and promoting the aggregation of technological, talent, and financial resources towards marine enterprises [8][9]. Spatial Management - The regulations prioritize resource protection and spatial governance, ensuring a balance between marine development and ecological restoration [11]. - Innovative measures include the introduction of a "coastal line occupation and compensation system" and the implementation of spatial constraints to protect marine ecosystems [12].

2020年6月1日，《海南自由贸易港建设总体方案》正式发布，一幅新时代改革开放的壮美画卷在南海之 滨徐徐展开。5年来，作为海南自由贸易港建设的前沿阵地和重要窗口，海南省三亚市与时代同频共 振，结合自身资源禀赋，以"挑大梁"的担当扛起历史重任，以"当先锋"的锐气突破发展瓶颈，加快推动 形成园区平台支撑、上下游协作配套的产业发展新格局，培育壮大新质生产力，积极抢占南繁种业、深 海科技等新领域新赛道，构建具有三亚特色和优势的现代化产业体系，扎实推进三亚改革开放和经济社 会高质量发展，全力建设世界知名宜居宜游宜业热带滨海城市，为海南自由贸易港建设和中国式现代化 发展贡献三亚智慧与力量。 释放政策红利，离岛免税购物"金字招牌"越擦越亮 产业兴则经济兴。5年来，三亚从单一发展旅游业、房地产业，到向"旅游消费+科技创新+现代产业"的 城市形态演进，多点支撑、多业并举、多元发展的产业发展新格局正加快构建。多元产业矩阵构筑起三 亚高质量发展的"强引擎"，2024年，三亚地区生产总值首次突破千亿元大关。 三亚崖州湾科技城高新区牵手百健士等国际知名企业，依托科大讯飞、一飞科技、三亚通航、京东方艺 云、三亚深海化合物资源中心等企事业 ...

智通财经5月28日电，巨力索具直线拉升涨停，深水海纳、神开股份涨超5%，宝色股份、克莱特、钢研 纳克、天海防务、大连重工等跟涨。 深海科技概念股异动 巨力索具直线拉升涨停 ...

投资摘要： 2024 年机械板块涨幅落后，2025 年以来涨幅居前。2024 年全年申万机械设备指数上涨 5.04%，相较于其他行业涨幅排名 靠后，跑输上证指数 7.63 个百分点，跑输深证成指 4.3 个百分点。2025 年初至今，申万机械设备一级行业指数涨幅 10.44%， 相较于其他行业排名居首，跑赢上证指数 10.43 个百分点，跑赢深证成指 12.52 个百分点。从利润端来看，2025 年一季度机 械行业扣非归母净利润 274.96 亿元，同比下滑 30.03%，绝对值和同比增速均创 2021Q1 以来新高。 机械行业：2025 年中期策略——盈利能力 持续改善，关注新质生产力 通用机械建议关注工程机械和压缩机。2025 年 4 月 PMI 同比下降 2.78%，制造业景气度回落。2025 年 1-3 月固定资产投资 （不含农户）累计增长 4.2%。后续随着逆周期持续发力，更加积极的财政政策有望提振通用机械景气度，建议关注工程机 械和压缩机。政府工作报告提出实施更加积极的财政政策，今年拟发行超长期特别国债 1.3 万亿元，比上年增加 3000 亿元； 加快实施一批重点项目，推动"十四五"规划重大工程 ...

Group 1 - Qingdao is focusing on the "10+1" innovative industrial system, emphasizing the development of new generation information technology and artificial intelligence industries, while attracting equipment manufacturers, material suppliers, and technology service providers [1] - The city aims to promote high-end, green, and ecological development in manufacturing by targeting five emerging industries: life health, intelligent connected new energy vehicles, low-altitude economy, green energy, and intelligent equipment [1] - Local leading enterprises like Haier, Hisense, and Qingdao Beer are encouraged to open application scenarios to stimulate investment through "orders" and "markets" [1] Group 2 - Qingdao is developing a "4+4+2" modern marine industry system, focusing on enhancing traditional industries, upgrading modern fisheries, and advancing marine chemical industries towards high-end green solutions [2] - The city aims to cultivate new industries such as headquarters-type marine equipment manufacturing and enhance innovation in marine pharmaceuticals and biological products [2] - Qingdao is positioning itself in future industries by seizing opportunities in deep-sea development and establishing a competitive marine electronic information industry cluster [2] Group 3 - The city is leveraging the service industry expansion pilot to align with high-standard international trade rules, focusing on ten modern service sectors including modern logistics, finance, commerce, software and information services, and cultural tourism [2] - Qingdao aims to create a high-quality and efficient new service system while fostering a market-oriented, rule-of-law, and international business environment [2] - The goal is to provide comprehensive support and services for multinational companies, ensuring Qingdao remains an attractive investment destination [2]

由此，把政务服务嵌在产业链上，既是对产业发展规律的尊重，也体现出服务理念的转变，顺应了 产业壮大的需要。面对涉海企业和科研机构数量激增的现实，三亚海事局、崖州区政府等，没有抱着固 有模式不变，而是主动创新，将服务端口前移到深海科技产业链上，提供专门的帮办服务。这种"因链 制宜"的服务模式，与企业、产业建立了紧密链接，凸显出产业为重、企业为先的服务理念。该创新举 措不是服务窗口简单的物理位移，而是政府角色从管理者向服务者转变的体现，可为产业做大做强提供 更有力支撑。 把政务服务嵌在产业链上，价值还体现在系统思维上。产业的集群发展，往往关联上下游不同类 型、分工各异的企业、机构等，对政务服务的需求，是多维度、全方位的，任何一个环节保障不到位， 都会影响整个链条的发展。由此，把政务服务建在产业链上，就必须整合资源，形成高效的协同机制。 从这个角度看，三亚组建深海科技产业政务服务联盟，"联盟"二字尤显关键，这是跨部门、跨区域、跨 领域的联动协同，可有效打破传统政务服务"以部门为中心"、碎片化、被动响应的窠臼，以协同集成的 方式，更好解决深海科技产业在政策落地、行政审批等方面的痛点。 张成林 企业办业务，首先想到的，往 ...

证券研究报告 【深海科技】 一、什么是深海科技？ 1、定义：深海科技一般指用于探索、开发和利用深海资源以及研究深海环境的一系列先进技术和相关学科的总称。它涵盖众多领域，包括但不限于深海探测技术、 深海资源开发技术、深海通信与导航技术及深海工程技术等。 2、政策：《2025年政府工作报告》发布，首提"深海科技"概念。具体位置是发展新质生产力章节里"推动商业航天、 低空经济、（深海科技）等新兴产业安全 健康发展"。 二、为什么要发展深海科技？ 95% 1、推动经济结构转型，经济增长的新引擎。根据《2024中国海洋经济统计公报》，2024年中国海洋生产总值10.54万亿元，同比增长5.9%，占GDP7.8%。根据 经济之声预测，2025年中国海洋生产总值将超过13万亿元，其中深海科技相关产业占比预计超25%，市场规模有望超3.25万亿元。 添加标题 2、国家安全保护和海洋权益争夺的重要抓手。深海潜航器、海底监测网络等技术对国防安全至关重要，深海是国际资源争夺的重要阵地，掌握强大的深海开发能 力意味着在《联合国海洋法公约》下可获得更多权益，如公海资源开发权等。 政策东风起，聚焦深海装备、深海 信息技术、深海探测等 行 ...