SE コフラ s PG 近日,国家发改委表示,正与相关部门着手"十五 五"海洋经济发展规划编制工作,部署尽快突破- 批关键核心技术。海洋强国建设正迎来新的篇章。 2024年,中国海洋生产总值首破10万亿元大关, 增速超GDP0.9个百分点,国际海运量占全球总量 约三分之一,海水产品产量连续多年居全球第一。 山山市民法公安江 > "上二门" 叶井 九六年纪六十 十四两十年江川之八 丁门化 阳川心, 门内江介入 省也展开了新一轮的激烈竞逐 -- 雄心勃勃,各有 "王牌"。海洋经济总量连续30年居全国首位的 广东,今年成立省委书记挂帅的海洋强省委员会, 在全国率先出台《广东省海岸带及海洋空间规划 (2021-2035年)》,从机制体制创新中谋求增 量;山东省GDP总量近两成来自于海洋经济,海 洋界院士"扎堆"达到22人,位居全国第一,海洋 科研实力雄厚;分布于杭州湾两岸的浙江宁波舟山 和上海则在海港吞吐量方面实现全球领先,剑指世 界一流强港。 年国 5 7 3 7 3 1 1 1 有1元来自广东 2024年部分沿海省份海洋生产总值 单位:万亿元 1.26 2024年 士国海洋 川东 生产总值 L:30 10.54 ...

Group 1 - The recent Central Financial Committee meeting focused on the construction of a national unified market and the high-quality development of the marine economy, leading to strong performance in related sectors [1] - From July 1 to July 10, the photovoltaic index rose by 3.97%, the green power index increased by 4.08%, and the marine economy index peaked at 7.99%, all outperforming the Shanghai Composite Index and Shenzhen Component Index during the same period [1] - The chemical industry, as a fundamental sector of the national economy, is expected to benefit from national strategic planning [1] Group 2 - The meeting emphasized the governance of "involution-style" competition and the orderly exit of backward production capacity, initiating a new round of capacity reduction [1] - On July 2, multiple contracts for polysilicon futures hit the limit, with the main contract closing at 35,050 yuan/ton, reaching a recent high; silicon material prices also rebounded, with the average transaction price for N-type re-investment material at 34,700 yuan/ton, a month-on-month increase of 0.87% [1] - CITIC Futures analysis indicated that this round of price increase is a correction of previous overselling, as prices had fallen below the cash costs of leading enterprises, driving profit recovery expectations [1] Group 3 - The marine economy is projected to surpass 10 trillion yuan in national marine production value in 2024, accounting for 7.8% of GDP, with a year-on-year growth of 5.7% in the first quarter of this year [1] - The deep-sea technology sector is expected to have broad prospects, with predictions that marine production value will exceed 13 trillion yuan by 2025, and deep-sea technology industries will account for over 25% [1] - Various regions are actively planning, with cities like Qingdao, Hainan, and Xiamen focusing on marine technology innovation and deep-sea equipment, while Tianfeng Securities suggests paying attention to opportunities in deep-sea materials, equipment, and intelligent applications [1] Group 4 - Starting in 2024, China will implement a quota system for HFCs, controlling over 80% of the global quota, creating a unique business model [2] - Benefiting from favorable factors related to refrigerant quotas, companies in the refrigerant sector, including Juhua Co., Ltd., Sanmei Co., Ltd., Yonghe Co., Ltd., and Dongyangguang, are all expected to report significant increases in their mid-year results, with four companies seeing growth exceeding 120% [2] - The pesticide industry is benefiting from the "one certificate, one product" policy, with companies like Jiangshan Co., Ltd. and Lier Chemical also expected to report increased mid-year results, indicating a shift towards scale and intensive transformation in the industry [2]

Core Viewpoint - Dongying is committed to high-quality and high-standard development of its marine economy, leveraging its natural advantages and focusing on ecological protection and restoration while promoting industrial transformation and upgrading [2][4][5]. Marine Economic Development - Dongying has over 460 kilometers of coastline and more than 6,000 square kilometers of marine area, rich in oil, gas, rock salt, and fishery resources, providing a natural advantage for marine economic development [2]. - The marine economy has become a strong "blue engine" for regional high-quality development, with ongoing actions to enhance the marine industry and build a modern marine industrial system [2][5]. Ecological Protection and Restoration - The city has initiated ecological water replenishment in the Yellow River Delta Nature Reserve, with a planned total replenishment volume of 150 million cubic meters [3]. - Since the 14th Five-Year Plan, Dongying has restored 4,537 hectares of coastal wetlands and implemented strict management of marine fishery resources, including a total of 6 billion aquatic seedlings released during this period [3][4]. Industrial Transformation and Upgrading - Dongying aims to accelerate the transformation of traditional marine industries and promote modern fishing practices, with a focus on ecological and sustainable development [7]. - The city is fostering new marine industries, including marine pharmaceuticals and bio-products, leveraging its rich marine biological resources [7]. Port Development and Logistics - Dongying Port has seen a significant reduction in average waiting time for vessels from 40.6 hours to 19.5 hours, enhancing operational efficiency [8]. - In 2024, the port's cargo throughput reached 91.15 million tons, a year-on-year increase of 26.4%, with ongoing efforts to develop a deep-water port and improve logistics infrastructure [9].

Investment Rating - The report maintains an "Outperform" rating for the industry [2][6]. Core Viewpoints - The report highlights the importance of deep-sea technology in driving high-quality development of the marine economy, emphasizing the need for policy support and social capital involvement [4]. - It notes that over 70% of global oil and gas resources are found in oceans, with significant potential for exploration and development in deep-sea areas, particularly in China [4]. - The report suggests that the domestic deep-sea oil and gas exploration efforts are expected to increase, benefiting resource companies and equipment service providers [4]. Summary by Sections Market Performance - The report indicates a market performance trend with fluctuations ranging from -15% to +29% over the specified periods [3]. Investment Opportunities - The report identifies investment opportunities in the chemical sector driven by deep-sea technology, particularly in high-performance specialty chemical materials that meet extreme deep-sea conditions [4]. - Recommended companies include: - Resource companies with quality deep-sea oil and gas assets: China National Offshore Oil Corporation (CNOOC) [4]. - Equipment manufacturing and engineering service companies focused on deep-sea resource exploration: China Oilfield Services Limited, Offshore Oil Engineering Company, and Potential Energy [4]. - Companies producing high-performance materials for deep-sea environments: Hailide New Material, Maike Chemical, Guangxin Materials, and Feilu Co., Ltd. [4].

Core Viewpoint - Hainan is leveraging its unique marine resources and the National Ocean Comprehensive Test Field (Deep Sea) to develop a new industrial track of "deep-sea intelligent manufacturing," aiming to significantly increase its marine economy's contribution to GDP over the next few years [1][3][8]. Marine Economic Growth - The marine economy in Hainan is projected to grow at an average annual rate exceeding 16%, with the marine production value expected to reach 34.1% of GDP by 2024 and 41.7% by the first quarter of 2025 [1][17]. - From 2022 to 2024, Hainan's marine production value is expected to rise from 200.9 billion to 270.7 billion, maintaining a growth rate of 16.1% [5][17]. Development Strategy - Hainan's government has outlined a strategy to create a "smart ocean" innovation hub, aiming to establish a comprehensive innovation ecosystem that integrates research, testing, transformation, and industry [8][20]. - The province is focusing on developing deep-sea oil and gas, high-end equipment manufacturing, and marine renewable energy as key emerging industries [1][3]. Technological Infrastructure - The National Ocean Comprehensive Test Field (Deep Sea) serves as a critical platform for marine technology innovation, providing long-term testing capabilities for marine instruments and equipment [4][6]. - Hainan has established a robust industrial foundation with over 100 marine-related enterprises in the Yazhou Bay Science and Technology City, enhancing its capacity for deep-sea exploration and equipment manufacturing [6][19]. Industry Structure and Innovation - The marine industry structure in Hainan is continuously optimizing, with emerging sectors like marine engineering equipment, deep-sea oil and gas, and marine biological manufacturing experiencing growth rates exceeding 60% [5][17]. - Hainan is also focusing on integrating technological innovation with industrial development, aiming to enhance its marine innovation index and establish a modern marine industry system [10][20]. Environmental and Ecological Considerations - Hainan is committed to maintaining high environmental standards, with nearly 99.90% of nearshore waters rated as good quality in 2024, reflecting a strong focus on marine ecological protection [16][17]. - The province is enhancing its marine disaster prevention capabilities by increasing monitoring stations and improving early warning systems [16]. Future Prospects - Hainan plans to attract investment and develop key projects in deep-sea industries, including offshore wind power, deep-sea oil and gas, and intelligent ship manufacturing, with a total investment exceeding 11.7 billion [16][20]. - The province aims to create a "deep-sea intelligent manufacturing" industrial cluster, focusing on innovation and technology transfer to drive economic growth [20][22].

Core Insights - The integration of port, industry, and city development in Weifang Binhai Development Zone is highlighted, showcasing a model for port-city integration in the Bohai Rim region [1][2][3] Group 1: Port Development - Weifang Port is transitioning from a "single port operator" to a "supply chain service provider," significantly increasing its foreign trade container volume by 80% year-on-year [2] - The port has successfully launched 10 foreign trade routes, enhancing logistics connections with Northeast Asia and ASEAN countries, and facilitating over 100 types of cargo operations [2][3] Group 2: Industrial Growth - The Weifang Binhai Development Zone is expanding its petroleum coke industry, increasing throughput from 100,000 tons/year to 1.5 million tons/year, making it the second-largest petroleum coke operation port in China [3] - The development zone aims to establish a modern industrial system focusing on new pharmaceuticals, new materials, and new energy, supported by logistics and marine tourism [3] Group 3: Infrastructure and Investment - Major infrastructure projects, including railways and highways, are being developed to support the port economy, with 25 projects totaling an investment of 32.26 billion yuan [4] - The region is also enhancing its oil storage capacity to 19.6 million cubic meters, promoting deep integration of industrial and supply chains [4] Group 4: Ecosystem Development - The port's "spillover effect" extends beyond logistics, fostering a diverse industrial ecosystem that includes bonded services, financial trade, and shipping transactions [5][6]

Core Points - The Guangdong Province has officially announced the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aimed at addressing prominent issues in marine economic development and enhancing institutional support [1][2] Group 1: Legislative Overview - The regulation consists of seven chapters and fifty-three articles, focusing on five key areas: industrial development, technological innovation, green development, open cooperation, and service guarantees [1] - The marine production value of Guangdong Province reached 20,022.5 billion yuan in 2024, accounting for 14.1% of the regional GDP, marking the province's marine economy as the largest in the country for 30 consecutive years [1] Group 2: Industrial Development - The second chapter of the regulation highlights various marine industries, including marine electronic equipment, marine engineering equipment manufacturing, marine pharmaceuticals, offshore wind power, and modern fisheries [2] - Specific provisions encourage breakthroughs in key technologies for marine engineering equipment and support the development of new marine equipment such as submersibles and underwater robots [2] Group 3: Data and Resource Management - The regulation mandates the establishment of a marine data space and emphasizes the efficient flow of marine data elements through improved data sharing and management [3] - It also requires the government to promote layered rights management of marine areas to optimize the use of marine spatial resources [3] Group 4: Implementation and Support - The Guangdong Provincial Development and Reform Commission is designated as the main authority for overseeing the marine economy, tasked with developing related policy documents and planning for the "14th Five-Year Plan" [4] - The Natural Resources Department will lead the comprehensive implementation of the regulation, focusing on coastal planning and enhancing market-oriented allocation of marine resources [4]

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].

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]

Core Viewpoint - Shandong Province is focusing on building a modern marine economy and aims to become a leader in marine innovation and development, supported by financial institutions like Agricultural Bank of China (ABC) Shandong Branch [1][2] Group 1: Financial Support and Growth - As of March 2023, ABC Shandong Branch's loans for marine and related industries reached 8.39 billion yuan, an increase of 480 million yuan since the beginning of the year [1] - The bank has invested a total of 20.127 billion yuan in marine economy loans in Yantai over the past three years, significantly contributing to the development of the blue economy [1] - The bank has provided 1.15 billion yuan in loans to support the construction of 10 national-level marine ranch demonstration zones [1] Group 2: Innovative Financial Products - ABC Shandong Branch has introduced innovative financial products and a "one project, one plan" credit model to enhance credit support for the fishing industry, focusing on key aquaculture clusters [2] - The bank has cumulatively provided 3.293 billion yuan in loans using various collateral methods, including fishing vessel mortgages and marine product warehouse receipts [2] - The bank has also supported marine seed industry projects with 170 million yuan in loans, collaborating with breeding platforms and leading enterprises [2] Group 3: Strategic Initiatives - The establishment of the "Financial Services for Rural Revitalization Qilu Model - Yantai Demonstration Zone" marks a significant milestone in the bank's efforts to support the modern marine economy [2] - This initiative is part of a broader strategy to enhance the development of a "blue granary" and accelerate the construction of a strong marine nation [2]