原标题：浙江大力推进海洋科技创新和产业创新深度融合 潜入深海，角逐万亿级赛道 近期，中科星图深海科技有限公司的科考队员搭乘海洋科学考察船，顺利返抵海南三亚，圆满完成 本年度"国产化无人潜水器及其搭载设备的功能验证"共享航次任务。 这家海洋高新技术企业，自去年10月落地杭州，为我省深海科技与产业布局添上重要一笔。 今年，"深海科技"首次写入国务院政府工作报告，并作为新兴产业推进发展。占海洋总面积90%以 上的深海，是孵化新质生产力和抢抓新增长点的万亿级赛道，浙江深海科技和产业的发展基础和前景如 何？ 布局深海 占地球表面积三分之二以上的海洋，只有5%的区域已被人类探索，距离水面200米以下的深海更是 神秘莫测。在这片神秘之境，蕴藏着丰富的生物、矿产等资源，吸引着人们前往开拓。 不过，深海开发利用面临着极端环境条件，极广、极远、极深、极高、低温等天然属性，对科技创 新与产业支撑提出极高要求。 早在20世纪60年代，发达国家开始率先向深海进军，在深海装备、设备核心部件、深海开发等领域 处于领先地位。"十四五"以来，我国开始大力布局深海新赛道，工信部等七部门去年发布未来产业实施 意见，提出推进深海等未来空间产业发展， ...

华源证券近日发布深海科技系列（一）：深海通常指水深超过200米的海域，深海科技 是指用于探索、开发和利用深海资源，并研究深海极端环境的一系列先进技术和跨学科体 系。其定义不仅包含技术工具，更承载国家战略安全、经济新增长极和国际竞争格局重塑的 多重使命。 以下为研究报告摘要： 2025年3月12日政府工作报告首提"深海科技"，对标商业航天及低空经济，"深海科 技"首次被正式列入国家未来产业发展重点。"深海"在政府报告中并非首次提及，其内涵在 政策支持下逐渐丰富。作为国家战略性新兴产业的核心领域，深海科技正从科研探索向产业 化加速迈进，叠加2024年海洋经济突破10万亿元的产业基础，深海资源开发、装备制造新能 源及信息技术等多个产业迎来系统性发展新 机遇。 深海通常指水深超过200米的海域，深海科技是指用于探索、开发和利用深海资源，并 研究深海极端环境的一系列先进技术和跨学科体系。其定义不仅包含技术工具，更承载国家 战略安全、经济新增长极和国际竞争格局重塑的多重使命。 深海科技为多个产业带来发展新机遇 深海科技主要有六大产业方向：深海能源与矿产；深海高端装备制造：深潜器与作业平 台、水下机器人；深海信息技术；深海 ...

Economic Development - Sanya's GDP surpassed 90 billion yuan in 2023 and is projected to exceed 100 billion yuan in 2024, marking a significant growth compared to 2006 levels [2] - The city aims to create a modern industrial system and high-quality development through the "one benchmark, five districts" strategy [2][7] Tourism and Consumption - Sanya has transformed from a remote destination to a preferred international tourist spot, with the opening of the Phoenix International Airport facilitating access [3] - The city is developing an international tourism consumption center, enhancing service experiences and promoting high-end tourism products [3][4] - Sanya International Duty-Free City has become a key player in integrating commerce and tourism, attracting over 92 million visitors since its opening in 2014 [4][5] Infrastructure and Connectivity - Sanya has established 26 international routes and connections to 20 overseas cities, enhancing its global connectivity [3] - The city is focusing on developing a modern trade and financial services environment, with significant growth in revenue and foreign investment since 2020 [9] Industrial Diversification - Sanya is shifting from a single-industry economy to a diversified industrial matrix, with initiatives to develop various sectors including deep-sea technology, modern agriculture, and high-end services [7][8] - The city has introduced a "chain leader system" for industrial development, aiming to create a comprehensive industrial cluster by 2030 [7] Innovation and Technology - Sanya is enhancing its technological innovation capabilities, with the establishment of multiple national and provincial research platforms and partnerships with leading research institutions [11] - The city is positioning itself as a hub for seed and deep-sea technology innovation, contributing to national food security and marine exploration efforts [12][13]

Group 1 - ShenKai Co., Ltd. experienced a limit-up increase in stock price, indicating strong market interest [1] - Other companies such as JuLi Rigging, Shaoyang Hydraulic, and Youfu Co., Ltd. saw stock price increases exceeding 5% [1] - The report from Dongwu Securities highlights that 95% of global deep-sea areas remain undeveloped, emphasizing the significant potential of deep-sea resources as a driving force for the development of deep-sea technology [1]

| 连板数 | 晋级率 | | 2025-4-21 | | --- | --- | --- | --- | | 5进6 | 1/1=100% | 国光连锁(零售) | | | 4 #5 | 2/4=50% | 安记食品(食品饮料) | | | 3 #4 | 2/3=66% | 国芳集团 (零售) | | | 2进3 | 3/9=33% | 尤夫股份 (深海科技) | | | | | 保税科技(电商+物流) | | | 1进2 | 9/44=20% | 大千生态(资产注入预期) | | | | | 天元股份 (电商+可降解包装) | | | | | 武汉凡谷 (5G+华为) | | | | | 百大集团 (零售+黄金) | | | | | 威尔药业(润滑油+医药) | | | | | 中旗新材14天8板(实控人变更+石英) | | | | | 新金路7天5板 (化工+石英) | | | | | 跨境通8天4板(电商) | | | 其他涨停 | 莱绅通灵3天2板(黄金) | | --- | --- | | | 航发科技3天2板 (大飞机) | | | 润贝航科3天2板 (大飞机) | | | 恒锋信息4天2板（M ...

智通财经4月18日电，巨力索具涨停，神开股份、海洋王、深水海纳涨超5%，克莱特、亚星锚链、海默 科技、潜能恒信、海兰信等跟涨。消息面上，海南近日发布《打造新质生产力重要实践地》的意见，意 见指出，推动崖州湾国家实验室、深海技术创新中心、航天技术创新中心等高能级科创平台开展关键核 心技术攻关。 深海科技概念股异动拉升 巨力索具涨停 ...

Summary of Conference Call Records Industry Overview - The discussion primarily revolves around the **military and deep-sea technology sectors**, highlighting their strategic importance in the context of national defense and economic development [1][6][10]. Key Points and Arguments 1. **Deep-Sea Technology**: - Deep-sea technology is identified as a significant area within the military sector, with government reports emphasizing its strategic direction [1][6]. - The sector is seen as a new frontier in military competition, alongside aerospace and terrestrial domains, indicating a shift towards comprehensive strategic development [6][7]. 2. **Market Dynamics**: - The North Exchange (北交所) is experiencing a critical narrative shift, with expectations of breaking through previous highs, which could lead to capital withdrawal post-breakthrough [2][12]. - The market sentiment is described as strong, with multiple stocks hitting daily limits, indicating robust trading activity [2][3]. 3. **Order Volume and Performance**: - The military sector is expected to see a significant increase in order volumes, with many orders anticipated to exceed last year's levels, suggesting a "double hit" in terms of volume and performance [3][9]. - The military electronics segment is highlighted as particularly promising, with a solid order situation and expectations for substantial growth [4][5]. 4. **Strategic Importance of Military Electronics**: - Military electronics are positioned as a critical component of the defense industry, with a focus on upstream electronic components that are essential for military applications [4][5]. - The sector is noted for its resilience and potential for growth, with a strong emphasis on the need for advanced technologies [4][5]. 5. **Investment Opportunities**: - Companies involved in deep-sea technology and military electronics are identified as having significant growth potential, driven by government initiatives and increasing military demands [5][10]. - The discussion suggests that investors should closely monitor companies in these sectors for potential investment opportunities [10][11]. Additional Important Insights - The concept of **Physical AI** is introduced as a promising area within the deep-sea technology sector, emphasizing its application in various scenarios, including energy generation and robotics [8][9]. - The call also touches on the broader implications of military competition, with various countries, including the US, Japan, and Russia, making strategic investments in these technologies [6][7]. - The importance of understanding market dynamics and the potential for volatility in the North Exchange is underscored, with caution advised for investors regarding high valuations and market sentiment [12][17]. This summary encapsulates the key themes and insights from the conference call, providing a comprehensive overview of the discussed sectors and their implications for investment strategies.

Key Points - The article highlights two critical time points in 2025: the trading opportunities arising from external risk resolution in early April and the allocation opportunities following the synchronization of the economic and policy cycles between China and the U.S. in mid-year [2][3] - The technology sector is expected to be a strong focus for investment in April and May, following significant adjustments in March and potential catalysts [3] - The article emphasizes the importance of focusing on core assets in A-shares and Hong Kong stocks, as the market is anticipated to undergo a significant style shift due to the recovery of traditional core assets [3] - The deep-sea technology sector is recognized as a strategic emerging industry, with government support expected to accelerate its development, similar to the low-altitude economy and commercial aerospace sectors [6][9] - Investment opportunities in the deep-sea technology industry are identified across the entire supply chain, including upstream core components, midstream equipment, and downstream operations and services [6] - The article suggests that the deep-sea technology sector could open up a new trillion-level market, driven by both market and policy catalysts [6][9] - The focus on stable earnings and low-valuation themes is recommended, particularly in low-tier consumption, AI+ themes, and commercial aerospace [3][9] - The potential risks include intensified U.S.-China friction, geopolitical conflicts, and domestic policy implementation falling short of expectations [4][10]

政府工作报告首提"深海科技"，上市公司掘金万亿 新蓝海 深海通常指水深超过200米的海域，具备高压、低温、无光等极端环境特征，其丰富的能源、矿产及生 物资源具有重大经济价值。"深海科技"则指用于探索、开发和利用深海资源以及研究深海环境的一系列 先进技术与装备，包括深海探测技术、深海资源开发技术、深海通信与导航技术及深海工程技术。 近年来，随着海洋强国战略的深入推进，海洋经济持续释放"蓝色引擎"驱动力。自然资源部海洋战略规 划与经济司2月24日发布的《2024年中国海洋经济统计公报》显示，2024年，全国海洋生产总值达 105438亿元，较上年增长5.9%，呈现出强劲发展势头。2025年《政府工作报告》提出，"大力发展海洋 经济，建设全国海洋经济发展示范区"。而深海科技作为海洋经济与科技创新的前沿领域，其重要性不 言而喻。 相较于2021年"深海工程"、2023年"深海深地探测"的表述，2025年《政府工作报告》首次将"深海科 技"列入新兴产业重点领域，与商业航天、低空经济并列，充分彰显了国家对发展深海科技的重视程 度。西部证券认为，政策表述的变化，标志着深海科技从科研探索向产业化应用的战略转型。 深海科技战略 ...

Investment Rating - The industry rating is "Outperform the Market" (maintained rating) [1] Core Viewpoints - The report emphasizes the continuous high growth of global defense spending and anticipates a new cycle for military informationization [3] - The introduction of "deep-sea technology" in the 2025 government work report marks a strategic upgrade from technological exploration to industrial application, which is expected to enhance the prosperity of the military-civilian deep-sea industrial chain [4][5] - The deep-sea technology is identified as a core driver for transforming the marine economy from "scale expansion" to "high added value" [5] - The report highlights the need for technological breakthroughs in deep-sea resource development, particularly in the context of China's strategic mineral resource shortages [5] Summary by Sections Industry Overview - The report discusses the strategic importance of deep-sea technology, which encompasses advanced technologies for exploring, developing, and utilizing deep-sea resources [4] - It notes that the global naval powers are accelerating the construction of new underwater combat systems, with significant investments from the U.S. military in deep-sea capabilities [6] Investment Opportunities - The report suggests focusing on the entire deep-sea technology industrial chain, particularly in four core areas: surveying, extraction, transportation, and communication [7] - Specific companies to watch include: - Surveying: Zhongke Xingtou, Weiguang Co., China Marine Defense, Tianhai Defense, Zhongke Haixun, Changying Tong [7] - Resource Extraction: Baotai Co., Baose Co., Western Materials, Fushun Special Steel, Longda Co., Yingliu Co. [7] - Transportation: China Shipbuilding [7] - Information Support: Hailanxin [7] - Equipment Support: AVIC Heavy Machinery, Parker New Materials, Aerospace Technology, Steel Research High-Tech [7]