新华财经北京6月20日电（记者沈寅飞）在推动"双碳"目标实现及海洋强国建设的进程中，福建省加快 清洁能源发展步伐，一幅海洋经济与绿色电力深度融合的和谐画卷正徐徐展开。 海上风电产业生态逐渐形成 福建省依山傍海、海岸蜿蜒，正凭借优越的地理位置和资源禀赋成为海上风电发展的热土。福建海上风 电理论蕴藏量超过1.2亿千瓦，近年来，福建海上风电快速发展，截至2025年5月海上风电装机容量已达 383万千瓦。 在宁德市霞浦县西洋岛，风机高高耸立，桨叶缓缓转动，绿电源源不断送往海岛人家。 西洋岛是福建省内人口最多的远海岛屿，早前仅通过一条海缆与陆地电网相连，但渔船抛锚和拖网作业 易引发海缆故障，抢修海缆通常要耗费十多天时间。若运送柴油发电机上岛，噪声会影响岛民正常生 活；若运送发电车上岛，虽然缓解了噪声问题，但保电成本十分高昂。 利用西洋岛风能和太阳能资源就地取材，发展风光储微电网成为了提高岛上供电可靠性的"上上策"。目 前，国网福建电力在岛上安装了3台2000千瓦风机、1000千瓦／2000千瓦时电化学储能装置和20.74千瓦 光伏设备，它们组成了具备"零碳"示范运行能力的风光储一体化海岛微电网。 "建设微电网项目的初衷 ...

Core Viewpoint - The construction of China's first national offshore wind power research and testing base in Fujian is a significant step towards advancing the offshore wind power industry, enhancing technological innovation, and integrating the industry chain [1][2]. Group 1: Offshore Wind Power Research Base - The offshore wind power research and testing base in Fujian is a major project under the national "14th Five-Year Plan," capable of testing the world's largest capacity wind turbines and longest blades [1]. - The base will facilitate research on large-capacity offshore wind turbine equipment and grid-friendly wind power integration technologies, contributing to international cutting-edge technology research [1]. Group 2: Industry Development and Innovation - The establishment of the offshore wind power testing base will provide comprehensive services for equipment manufacturers, research institutions, and operators, promoting a complete industrial ecosystem and accelerating product development [2]. - Fujian has a theoretical offshore wind power potential exceeding 120 million kilowatts, with installed capacity reaching 3.818 million kilowatts by the end of 2024, and has maintained the highest wind power utilization hours in the country for 12 consecutive years [1]. Group 3: Clean Energy Transition - The State Grid Fujian Electric Power Company has proposed a high-quality development blueprint focusing on clean energy, aiming to lead in clean development, safety, stability, and efficiency [2]. - In 2024, clean energy generation capacity and generation volume in Fujian are projected to account for 65.5% and 52.7% respectively [6].

Core Viewpoint - Weihai City is focusing on enhancing its industrial clusters to drive economic growth, with a target of achieving stable revenue growth in manufacturing and promoting high-quality development through a three-year action plan [1][2]. Group 1: Industrial Cluster Development - The Weihai Development and Reform Commission is implementing actions to strengthen eight major industrial clusters, aiming for a revenue growth of 7% year-on-year in the first quarter of 2024 [1]. - The city plans to expand its strategic emerging industries, including new-generation information technology, biomedicine, and high-performance composite materials, while also aiming to add one more provincial "formation" cluster [2]. Group 2: Energy Sector Initiatives - Weihai is focusing on the development of the new energy sector, planning to enhance its capabilities in nuclear, wind, solar, and energy storage [2]. - Key projects include the expansion of the Huaneng Shidao Bay Nuclear Power Phase I and the development of offshore wind power in the Lushan Peninsula [2]. Group 3: New and Old Kinetic Energy Conversion - The city is promoting green and low-carbon development through the establishment of special funds to support key projects, incentivizing 15 enterprises to achieve significant technological breakthroughs [3]. - There is an ongoing effort to integrate advanced manufacturing with modern services, with 14 provincial-level pilot projects underway [3]. Group 4: Support for Key Enterprises - A new round of key enterprise cultivation is being implemented, with a focus on optimizing support for 100 enterprises to achieve higher targets [4]. - The city has successfully included 12 enterprises in the provincial "Top Ten Industries" cluster, with four designated as "leading enterprises," receiving increased support for innovation and project implementation [4].

Market Overview - The A-share market shows a mixed performance with the Shanghai Composite Index closing at 3388.81, up 0.04%, while the Shenzhen Component Index rose by 0.24% to 10175.59 [2][4] - The overall market capitalization of the Shanghai Composite Index is 6547.43 billion, with a price-to-earnings (PE) ratio of 12.06 and a price-to-book (PB) ratio of 1.25 [3] Industry Dynamics - The National Healthcare Security Administration issued guidelines for the pricing of cosmetic surgery services, establishing 101 pricing projects to standardize the pricing behavior of medical institutions [23][25] - The controllable nuclear fusion sector received over 3 billion in new investments, indicating strong interest and growth potential in this area [26] - The advertising industry in China is experiencing robust growth, with a reported revenue increase of 17.9% year-on-year, driven by digital advertising [31] Company Tracking - Yahua Group is integrating its lithium mining business to enhance efficiency, with significant revenue contributions from its main lithium salt production bases [32] - Winbond Technology successfully delivered core solid-state battery equipment to a leading domestic client, marking a significant advancement in solid-state battery manufacturing technology [34] - Haitian Flavoring and Food Company set its H-share issuance price at 36.30 HKD per share, aiming to raise approximately 10.1 billion HKD for product development and capacity expansion [36] Economic Dynamics in Hunan - Hunan's exports of "new three samples" (electric vehicles, lithium-ion batteries, and photovoltaic products) surged by 55.5% in the first five months of 2025, with significant contributions from private enterprises [39][40]

Core Insights - The marine economy in China has shown significant growth, with the marine production value surpassing 10 trillion yuan for the first time, marking a 5.9% increase from the previous year [1] - Technological innovation is identified as the core driving force for high-quality development in the marine economy, with notable advancements in smart fishing vessels and marine research platforms [1][2] - The construction of modern marine industries and the establishment of marine resource development and protection systems are crucial for sustainable economic growth [1][4] Group 1: Technological Advancements - The delivery of the world's first 150,000-ton smart fishing vessel "Guoxin 1号2-1" in Qingdao signifies the entry of China's deep-sea aquaculture into the 2.0 era, featuring over 160 technological breakthroughs [1] - The "Fuxi No. 1" platform in Guangdong is recognized as the world's largest wind-fishing integrated cage platform, demonstrating significant potential for sustainable marine resource development [2] - Qingdao has established a three-in-one innovation ecosystem involving academicians, platforms, and technology, attracting 30% of the country's marine academicians and 40% of high-end research platforms [1] Group 2: Economic Growth and Policy Support - Dalian's marine economy is projected to exceed 80 billion yuan by 2024, with a focus on enhancing marine fisheries and establishing a robust brand standard system [3] - Guangdong aims to surpass 2 trillion yuan in marine production value by 2024, becoming the first province in China to achieve this milestone, with a year-on-year growth of 5.4% [3] - Various policies have been implemented in Qingdao and Guangdong to support the development of modern marine industries, including the establishment of key innovation platforms and regulatory frameworks [5][6] Group 3: Infrastructure and Development Initiatives - The construction of modern marine ranches and the establishment of artificial reefs in Zhanjiang are expected to increase annual fish catch by nearly 2,000 tons, contributing over 200 million yuan in new value [4] - Qingdao's automated container terminal has set a world record for operational efficiency, achieving an average of 62.62 natural boxes per hour, showcasing advancements in port technology [2] - Financial support for marine economic development is being strengthened, with significant credit provided to various marine-related industries in Dalian [6]

Core Viewpoint - The development of the marine economy in China is accelerating, with significant advancements in technology and policy support, leading to a high-quality growth trajectory in the marine industry. Group 1: Economic Growth and Statistics - China's marine production value exceeded 10 trillion yuan for the first time last year, growing by 5.9% compared to the previous year [1] - In 2024, Guangdong's marine production value is projected to surpass 2 trillion yuan, with a year-on-year growth of 5.4%, making it the first province in the country to achieve this milestone [4] - Qingdao's marine production value reached 551.32 billion yuan last year, accounting for 33% of the regional GDP and contributing 45.9% to economic growth [6] Group 2: Technological Innovation - The delivery of the world's first 150,000-ton smart fishery large-scale breeding vessel "Guoxin 1号2—1" marks the entry of China's deep-sea aquaculture into the 2.0 era, with over 160 technological breakthroughs [2] - The construction of the "Fuxi No. 1" wind-fish integration platform in Guangdong is the world's largest and strongest in typhoon resistance, demonstrating significant potential for the integration of offshore wind power and marine ranching [2][3] Group 3: Policy Support and Development Initiatives - Qingdao has implemented policies to promote modern marine economic development, focusing on eight key marine industries and establishing ten leading innovation platforms and twenty major projects [7] - Guangdong has passed the "Regulations on Promoting High-Quality Development of the Marine Economy," which aims to optimize the spatial layout of the marine economy [7] Group 4: Financial Support for Marine Economy - As of March this year, 27 out of 32 national marine ranch demonstration zones in Dalian have established financial service relationships with banks [8] - Since the beginning of 2024, the Dalian branch of a major bank has provided 4.198 billion yuan in credit support to industries such as shipbuilding, fisheries, and water transportation [8]

Core Insights - China has become the world's largest offshore wind power market, leading global development in this sector under the "dual carbon" goals [1] - The offshore wind power industry in China is entering a market-driven competitive phase, characterized by accelerated deep-sea development, continuous technological upgrades, and multi-industry integration [1] Group 1: Deep-Sea Development Acceleration - The Three Gorges Jiangsu Dafeng 800 MW offshore wind project has set a new record for the farthest offshore distance in China at 85.5 kilometers [2] - The project will install 98 wind turbines, with an expected annual power generation of over 2.8 billion kWh, reducing CO2 emissions by over 2.37 million tons [2] - The successful advancement of this project validates the feasibility of deep-sea wind power development and helps expand market growth opportunities for wind power developers [2] Group 2: Technological Breakthroughs - China has achieved multiple breakthroughs in offshore wind power technology, including the launch of a 26 MW offshore wind turbine and improvements in subsea flexible DC transmission and deep-sea booster station technologies [4] - Innovations from companies like Mingyang Group have led to significant advancements in floating wind turbine technology, enhancing cost-effectiveness and scalability in deep-sea wind power development [4] - Goldwind has also made strides in offshore wind power, developing a 16 MW offshore wind turbine and 120-meter carbon fiber blades [4] Group 3: Industry Challenges and Solutions - The offshore wind power industry faces challenges such as technical difficulties in deep-sea development and long-term threats from marine corrosion [6] - The average corrosion rate of metal structures in offshore environments is 5-8 times higher than that of onshore equipment, necessitating a focus on material and structural innovations [6] - To address these challenges, a reliable lifecycle assurance system must be established, aiming to extend the lifespan of key components to over 25 years [6] Group 4: Strategic Development Initiatives - To navigate the complexities of construction and technical challenges, the industry should focus on four key strategies: developing new floating foundations, optimizing policy environments, exploring space-efficient uses of offshore wind and marine ranching, and enhancing experience sharing among coastal provinces [7] - These strategies aim to reduce lifecycle costs and enhance the overall value of the marine economy [7]

Core Viewpoint - China General Nuclear Power Group (CGN) actively promotes the integration of clean energy development and marine ecological protection, showcasing its commitment to sustainable marine development at the UN Ocean Conference in Nice, France [1][4]. Group 1: Clean Energy Initiatives - CGN has developed a total installed capacity of 4.74 million kilowatts in offshore clean energy, including nearly 20 offshore wind and solar projects, with an expected annual power generation of 14.8 billion kilowatt-hours, sufficient to meet the annual electricity needs of over 8 million households [2]. - The company has innovatively integrated offshore wind power with marine ranching, exemplified by the Laizhou 304MW offshore wind project, which promotes a symbiotic model of "blue energy + offshore grain warehouse" [2][3]. - CGN's offshore wind and marine ranching projects, such as the "Fuxi No. 1" platform in Guangdong, are designed to withstand typhoons and are expected to generate an annual output value of 54 million yuan [2]. Group 2: Marine Biodiversity Protection - The release of the "CGN Marine Biodiversity Protection White Paper" during the conference highlights CGN's practices in balancing clean energy development with marine ecological protection [4]. - CGN has established a comprehensive ecological monitoring and assessment system around its nuclear power bases, ensuring the growth of over 200 species of marine flora and fauna, including 15 species of coral [5]. - The company advocates for a "nature-positive" approach, focusing on proactive restoration rather than merely reducing damage, and has implemented dual mangrove protection mechanisms at its facilities [5]. Group 3: Global Collaboration and Recognition - Experts from the Green Ocean Institute and other organizations have praised CGN's innovative approach to integrating marine energy with ecological health, suggesting that similar practices could yield significant economic benefits in other regions, such as France [6]. - The "Blue Guardianship, Coexisting Future" exhibition showcased CGN's achievements in marine ecological protection, attracting global attention and highlighting the company's role in fostering collaboration between the corporate and scientific communities [8].

Core Viewpoint - The development of a modern marine industry system in Lianyungang is crucial for enhancing the city's economic growth and aligning with national strategies for building a strong marine nation [1][2]. Group 1: Marine Economic Development - Lianyungang's marine area covers 7,516 square kilometers, with a coastline of 195.88 kilometers, emphasizing its reliance on marine resources for future growth [2]. - The marine production value in Lianyungang is projected to reach around 120 billion yuan in 2024, accounting for over 25% of the regional GDP [2]. - The city aims to enhance its marine economy by focusing on industry strength, technological advancement, and ecological protection [3]. Group 2: Industrial Transformation - Lianyungang is actively improving its marine fisheries, developing marine tourism, and upgrading traditional industries while also expanding large-scale port industries like petrochemicals [3]. - The city is fostering marine innovation through talent programs and technological breakthroughs in areas such as offshore wind power and seawater utilization [3][4]. - Recent developments include the successful launch of an 8,500-ton bulk carrier and the establishment of a pure electric tugboat demonstration base [4]. Group 3: Urban and Economic Integration - The integration of port, industry, and city development is a key strategy for Lianyungang, enhancing its openness and facilitating domestic and international circulation [4][5]. - The city is leveraging its ecological resources to enhance urban features and promote tourism, making it an attractive destination for leisure [5]. - Lianyungang is developing a competitive "blue" new materials industry cluster and exploring integrated projects in renewable energy [5].

Group 1 - The "Regulations on Promoting High-Quality Development of the Marine Economy in Guangdong Province" has been approved and will take effect on July 1, marking the first local legislation aimed at promoting marine economic development in Guangdong [1] - The regulations consist of seven chapters and fifty-three articles, focusing on marine industry development, technological innovation, green development, open cooperation, and comprehensive service and support [1][2] - The regulations require coastal governments to coordinate the development of land and marine resources, implement classified protection and utilization of coastlines, and optimize the spatial layout of the marine economy [1][3] Group 2 - The regulations encourage the development of emerging marine industries, guiding electronic information companies to expand into marine fields and enhance the R&D capabilities of high-end marine electronic equipment [2] - There is a focus on promoting marine engineering equipment manufacturing, encouraging breakthroughs in key technologies, and supporting the development of new marine equipment such as submersibles and underwater robots [2] - The regulations also include provisions for modern marine ranching, emphasizing the establishment of supporting infrastructure and a mechanism for approving marine use for aquaculture [2] Group 3 - The regulations aim to strengthen the control of marine ecological space and marine development utilization, improving protection levels and efficiency of coastline use [3] - Coastal governments are required to enhance overall marine ecological environment protection and promote systematic protection of typical marine ecological types such as mangroves and coral reefs [3] - The regulations mandate the establishment of a balance system for coastline occupation and restoration, along with a funding mechanism for coastline remediation [3] Group 4 - The provincial government is tasked with conducting basic investigations and surveys of marine resources, while supporting the construction of marine data spaces [4] - Governments at or above the county level must ensure land and marine use for marine projects according to land spatial planning [4] - The regulations also detail the optimization of approval procedures for certain marine projects and the valuation and bidding processes for marine and uninhabited island usage rights [4]