产品获得多家船级社认证。 前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 风电+海工装备，风电领域细分产品全球市占率稳居行业首位，轴产品实现锻造机型全功率覆盖，铸造业 务上半年增长超276%，海工产品解决了降本增效问题，客户包括GE、金风科技等风机制造商，这家公司 ...

Group 1 - The 2025 Global Coastal Forum was successfully held in Yancheng, China, focusing on ecological protection and sustainable development in coastal areas [1] - The forum produced significant outcomes, including the "Global Coastal Ecosystem Status Report" and the "International Case Collection on Coastal Ecological Disaster Reduction" [3] - The forum emphasized that prioritizing ecology and green development is a common choice for global sustainable development, highlighting Yancheng's biodiversity protection and low-carbon development as a successful example [3] Group 2 - The forum reached the "Yancheng Consensus," which calls for strengthening coastal ecosystem protection and addressing biodiversity loss and ecosystem degradation [5][6] - It advocates for a nature reserve system centered on national parks and the establishment of collaborative protection mechanisms for coastal wetlands and migratory bird pathways [6] - The forum encourages the integration of high-level protection and utilization to promote high-quality development in coastal regions, transforming ecological advantages into development momentum [6] Group 3 - The forum aims to cultivate new productive forces in coastal areas by leveraging rich resources and promoting technological innovation in green technologies [7] - It emphasizes the development of a modern marine industry system and the promotion of green low-carbon development in marine industries [7] - The forum also highlights the importance of deepening international cooperation and sharing best practices in coastal protection [7]

处于多重国家战略交汇"风口"上的通州湾示范区，力争3年打造千亿级工业新城，5年形成绿色新材料千 亿级集群以及高端海工装备、现代纺织两个500亿元级集群。近年，通州湾示范区迎来了一批央企抢滩 落户：总投资500亿元的中国石油蓝海新材料正奋力建设世界一流高端化工新材料公司，中铁十四局大 盾构公司、中铁四局智能制造基地也竞相落子，已分别为国内首条穿越钱塘江的高铁隧道建造超大直径 盾构机、世界最宽跨海大桥甬舟铁路西堠门公铁两用大桥建造钢箱梁。 签约仪式上，中交一航院副总经理柴广智与示范区党工委委员、管委会副主任倪伟签订合作协议。根据 协议，双方将重点围绕高端研发资源集聚、科技产业融合、科技成果转化、科技企业孵化和高层次人才 引育等领域开展深度合作，共同构建高能级创新平台体系。该体系以未来港航产业创新研究院为核心， 布局港口与航道工程设计中心、航海前沿技术概念验证中心、海岸工程实验室、深远海工程技术研发中 心和工程测试与验证公共服务平台，并配备多个专业技术团队提供支撑。研究院建成后，将充分发挥技 术与人才优势，重点服务通州湾及长三角地区海洋产业，推动创新型港航产业集群发展，助力南通沿海 智慧港航建设。 扬子晚报网讯（通 ...

Core Insights - The 2025 Global Coastal Forum on Marine Drugs and Bioproducts was held in Yancheng, focusing on the theme of "Exploring Marine Active Substances Empowering the Pharmaceutical and Health Industry" [1][2] - Jiangsu Province aims to enhance the high-quality development of the marine economy, with a target of exceeding 1 trillion yuan in marine industry value by 2024, although the added value of marine drugs and bioproducts remains below 10 billion yuan [1] - Yancheng is positioned as a pioneer in high-quality coastal development, with a solid industrial foundation and active capital markets, particularly in the offshore wind power sector [2] Industry Developments - Jiangsu Development and Reform Commission plans to build a diversified high-value industry system encompassing deep processing of marine medicine, innovative research and development in marine health industries, and upgrades in marine health foods [1] - The conference featured discussions on the current research status and future directions of marine biological drugs, highlighting the collaborative efforts among various academic institutions [2] - The establishment of innovation centers and talent recruitment initiatives in collaboration with local government aims to strengthen the marine biomedicine sector [1][2]

Core Viewpoint - The company aims to enhance its deep-sea robotics business through market opportunities, technological innovation, and improved manufacturing capabilities [1] Group 1: Market Opportunities - The company plans to capitalize on the growing market demand for marine equipment, expecting significant growth in new orders for its marine segment over the past year and this year [1] - The company aims to solidify its leading market share in trenching and cable-laying equipment as well as underwater ROV equipment [1] Group 2: Technological Innovation - The company emphasizes the importance of technological innovation, focusing on the electrification and intelligence of deep-sea equipment through collaboration across three locations [1] - New products will be developed to provide more reliable and intelligent solutions for specific scenarios such as subsea oil and gas, subsea wind cable laying, and subsea mining [1] Group 3: Manufacturing and Delivery Capabilities - The company is committed to enhancing its manufacturing and delivery capabilities by planning and establishing manufacturing capacity and product testing capabilities [1] - This initiative aims to support product innovation and order fulfillment, ensuring the company can meet market demands effectively [1]

Group 1 - Nanshan Port has transformed into a significant hub for marine scientific research, serving 1,416 research voyages last year, nearly equal to the total of the previous four years [1] - The transformation of Nanshan Port reflects Hainan's commitment to marine development, with a focus on self-reliance in marine technology and innovation as emphasized by President Xi Jinping [2] - Hainan is actively cultivating emerging marine industries and developing new productive forces tailored to local conditions [2] Group 2 - Collaborative efforts have led to the establishment of a deep-sea technology innovation center, supporting 68 research units and 206 scientists in conducting 68 deep-sea tests, enhancing the application and iteration of deep-sea technology [3] - The "Deep Sea Technology Industry Promotion Special Project" has been initiated by various government departments, resulting in a new deep-sea technology output value of 770 million yuan in the Sanya Yazhou Bay Science and Technology City [3] Group 3 - Hainan is advancing key offshore wind power projects with a total installed capacity of 12.3 million kilowatts across 11 planned offshore wind farms [4] - The province is also witnessing a transformation in traditional fisheries, with significant increases in factory aquaculture and deep-water cage farming, leading to a 19.2% growth in recreational fishery output value [4] - Hainan's marine economy now accounts for over one-third of its regional GDP, highlighting its rapid development in marine innovation and technology [4]

Core Viewpoint - The Guangdong Provincial High People's Court has issued the "Opinions on Judicial Services to Support High-Quality Development of the Marine Economy," marking the first provincial-level normative document in China focused on judicial support for the marine economy [1] Group 1: Legal Environment for Marine Economy - The "Opinions" aim to optimize the legal environment for marine economic development, emphasizing the need to legally punish marine-related crimes and enhance the protection of marine ecological environments [2] - It highlights the importance of judicial protection for intellectual property in marine sectors such as marine renewable energy, marine engineering equipment, and marine biomedicine [2] Group 2: Policy Innovations for Marine Industry - A series of measures are proposed to support the upgrade of the modern marine industry system, ensuring judicial coverage from marine ranching to renewable energy [3] - The document suggests establishing a special management mechanism for marine renewable energy cases and providing judicial support for the large-scale development of marine renewable energy [3] Group 3: Cross-Border Cooperation and Financial Support - The "Opinions" propose enhancing cross-border cooperation in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on maritime judicial rules and multi-faceted dispute resolution [3] - It emphasizes the need to improve financial judicial efficiency, supporting marine enterprises in areas such as investment and insurance products related to marine activities [2]

Group 1 - The Tian Shun Marine Intelligent Manufacturing Project in Sheyang County has a total investment of 1 billion yuan and is expected to produce 200,000 tons of ship segment modules annually, generating an estimated annual output value of 2 billion yuan [1] - In the first half of the year, Sheyang County achieved a GDP of 38.075 billion yuan, with a year-on-year growth of 6.3%, and all 13 major economic indicators exceeded expectations [1] - The county government has designated this year as the "Project Attack Year," focusing on project development as a key strategy for economic growth [1] Group 2 - Sheyang County has implemented a comprehensive service improvement initiative, reducing the time from land acquisition to construction permit issuance from over 100 days to just 1 day [2] - The county has completed the national platform public data resource registration and achieved full coverage of high-frequency matters at the grassroots level [2] Group 3 - Luxshare Precision's factory in Sheyang produces automotive wiring harnesses, holding a 30% market share among new energy vehicle companies in China, with an expected output value of 1.8 billion yuan this year [3] - The company plans to invest millions in R&D to upgrade equipment and enhance production efficiency [3] Group 4 - Jiangsu Kolidar Automotive Parts Co., Ltd. holds an 80% market share in hydrogen fuel cell products and is collaborating with Yancheng Institute of Technology on innovative technologies [4] - The company plans to establish a research and development center in Sheyang by 2026 to accelerate the transformation of laboratory results [4] Group 5 - Sheyang County has completed the first batch of 30 national high-tech enterprise applications and recognized 26 provincial specialized and innovative small and medium-sized enterprises [4] - The county aims to build a high-energy platform and support leading enterprises in establishing innovation alliances with universities and research institutions [5]

Core Viewpoint - Yancheng is leveraging its coastal advantages to develop a modern marine economy, aiming to establish itself as an international wetland city and a hub for marine economic growth [1] Group 1: Marine Economic Development - Yancheng has constructed a complete wind power equipment industry chain, with 47 enterprises in the wind power sector, accounting for over 40% of the national offshore wind turbine capacity and approximately 20% of blade production [2] - The city has achieved a total installed capacity of 20.06 million kilowatts in new energy generation, becoming the first city in the eastern coastal region to surpass 20 million kilowatts [2] - Yancheng is focusing on nine major industries, including marine engineering equipment and marine fisheries, to create a blue growth engine [2][3] Group 2: Technological Innovation and Research - Yancheng is accelerating the cultivation of new productive forces in the marine sector, with 35 innovation projects established in a green low-carbon innovation park [4] - The Jiangsu Coastal Renewable Energy Technology Innovation Center has been jointly established to focus on marine renewable energy research and development [4] - The city has signed over 20 industry-university-research projects and aims to add 10 new innovation platforms and 30 high-tech enterprises by the end of the year [4] Group 3: Infrastructure Development - Yancheng is enhancing its infrastructure capabilities, with the completion of a 50,000-ton navigation channel and the establishment of a national first-class open port [7] - The port has 24 berths for vessels of 10,000 tons and above, with an average daily cargo throughput of approximately 250,000 tons [7] - From January to July, the port's self-operated cargo throughput reached 103.29 million tons, marking a year-on-year increase of 13.12% [7] Group 4: Investment and Project Development - In the first seven months, Yancheng hosted six marine economic investment promotion meetings, resulting in 57 new projects with a total planned investment of 27.86 billion yuan [8] - The city is focusing on marine new energy, transportation, tourism, marine engineering equipment, and shipbuilding as key sectors for development [8]

Core Viewpoint - The article emphasizes the booming development of the marine economy in Shandong, driven by favorable national policies and strategic planning, aiming to establish a comprehensive marine economy system [1][3][4]. Group 1: Marine Economic Development - The 2024 marine production value in Shandong reached 18,011.8 billion yuan, growing by 6.1%, surpassing the provincial GDP growth rate of 5.7% [6]. - The marine economy's contribution to Shandong's overall economic growth increased to 23.9%, adding 1.1 percentage points to the regional GDP [6]. - The central government has signaled strong support for high-quality marine economic development, encouraging social capital participation [3][7]. Group 2: Strategic Initiatives and Events - The 2025 East Asia Marine Expo held in Qingdao attracted over 450 domestic and international enterprises, showcasing advancements in marine technology and industry [2][5]. - Shandong's strategic plan for marine industry development aims to integrate global marine innovation, enhance core technology, and build a competitive modern marine industry system by 2027 [9][12]. Group 3: Technological Integration - The integration of AI with marine industries is highlighted as a new trend, with companies showcasing intelligent marine equipment capable of complex operations [14][16]. - The establishment of the Qingdao Marine AI Model Industry Alliance aims to enhance marine technology innovation and promote the fusion of AI and marine industries [17]. Group 4: Challenges and Opportunities - Despite Shandong's rich marine resources and technological advantages, there is a need for effective macro strategies and policies to enhance marine technology conversion capabilities [7][18]. - The traditional research model in China may hinder the effective commercialization of marine technologies, indicating a market opportunity for AI-driven solutions [18][19].