8月21日，"异构融合创新未来，智算赋能海洋科技"主题研讨会在青岛举行，异构智算产业生态联盟携 手英特尔等生态合作伙伴、客户、媒体走进青岛国实集团，聚焦GPU+CPU混合架构在深海勘探、海洋 碳汇监测等场景的创新应用进行了分享交流。 全国政协委员、中国科学院计算技术研究所研究员张云泉，中国智能计算产业联盟秘书长安静，崂山实 验室副主任、研究员吴能友，青岛国实集团研究院副院长、青岛超算与大数据重点实验室主任苏亮，昆 仑芯(北京)科技有限公司生态合作部石乔，北京潞晨科技有限公司销售总监付鹏，联想中国基础设施业 务群战略管理总监黄山，英特尔高性能计算行业总监张东升等嘉宾出席了此次活动，并与参会来宾进行 了深入探讨。 活动当天，嘉宾们还实地参观了"国实集团科技成果转化展示中心"，青岛国实集团为参会者展示了智慧 与创新并举的"数字海洋"。通过近距离观摩国实集团多元化智算服务体系和产业赋能成效，与会者对海 洋科技未来趋势的理解变得更加直观和具象。 AI赋能海洋，打造蓝色科技创新引擎 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。 与此同时， AI、高性能计算、云计算等前沿算力技术的协同应用 ...

毛利率下滑主要受低毛利的海南项目集中确认影响：2025 年上半年公司毛利率为25.03%，同比下滑 9.81 个百分点，主要受低毛利EPC 项目收入占比提升影响。费用端，2025 年上半年销售费用率5.66% （上年同期15.38%）、管理费用率7.61%（上年同期17.78%）显著优化，体现规模效应和管理提效。截 至2025 年上半年经营活动现金流净额0.29 亿元，同比改善2.03 亿元，主要因项目回款及政府补助到 位。截至2025 年上半年合同负债余额1.01 亿元，较年初下降，反映EPC 项目验收后预收款结转；存货 余额0.85 亿元，较年初下降，系项目存货集中结转成本所致。 2025 年上半年海兰信核心突破在于海底数据中心（UDC）商业化落地:上海临港24MW 海底数据中心项 目签约，首期2.3MW（总投资16 亿元）入选国家绿色低碳技术示范清单，创新"海上风电+UDC"模式， PUE低至1.15，预计三季度投产。技术上，公司完成4500 米级水下数据仓研制并获订单，海洋观探测领 域中标国家海洋试验场威海项目。智能航海板块，固态雷达获欧盟EC 认证并实现上亿元海外订单，船 舶导航系统通过DNV 认证 ...

本报讯 （记者李乔宇）8月26日，北京海兰信数据科技股份有限公司（以下简称"海兰信"）披露2025年 半年度报告。上半年，海兰信实现营业收入4.87亿元，同比增加208.66%；实现归属于上市公司股东的 净利润3414.28万元，同比增加172.44%。 今年上半年，海兰信毛利率为25.03%，同比下行。主要为"海南省海洋灾害综合防治能力建设项目 （EPC+O）"项目规模较大，毛利率较低。此外，公司持续落实高质量发展战略，持续聚焦于自主产品 为主的高毛利订单获取，自主产品的毛利率稳中有升。 上半年，海兰信持续强化内部管理，业务收入大幅增加的同时控制了费用的增长率，聚焦研发投入，强 化技术竞争力，上半年销售费用增加13.66%，管理费用增加31.99%，研发投入增加6.26%。上半年经营 活动产生的现金流量净额2873.08万元，同比增加203.34%，经营性现金流情况持续改善。 在智能航海业务方面，海兰信公司积极探索新的业务领域及行业，积极参与了商业航天领域，一季度作 为联合体成员单位成功中标了海南商发海上回收船项目，在火箭回收船的智能通讯导航、远程控制等方 面提供技术支撑。海兰信在雷达业务上持续投入，市场地 ...

此次水下观测系统升级标志着我国海洋地震监测网络建设再上新台阶，将为沿海防灾减灾提供更强技术支撑。本次升级系统搭载了水下高灵敏度地震传 感器、低功耗数据采集模块和卫星实时传输模块，可实现对海底微震活动的毫米级精度监测。 回收地震仪。南海局供图 New 6 75 Property 1 al love the state of the state of the states of the seems Castle PACK 201 e and and the see 11 ( ( ( ) TVAN 11 11 11 11 - 124 The Real re t a lot to the er Hi . 0.4 DUP e ca the s 12 近日，受广东省地震局委托，自然资源部南海调查中心联合广州睿海海洋科技有限公司等单位，成功完成广东巨灾防范工程项目——海洋地震浮标水 下观测系统升级。 ...

要实现这些功能，需要多学科的深度整合，也离不开数据的共享与协作。"今天的海洋研究，已进入高 度复杂、多学科交叉的新时代。"阿尔诺认为，DTO平台的一大进步，就是让来自物理海洋学、海洋化 学、生态生物学甚至行为学等不同领域的专家协同工作。团队中还有专门负责数据处理与分析的数据科 学家，他们将各类观测、遥感与社会经济数据融会贯通。 只需轻点鼠标，航运公司可以在茫茫海域实时优化航线，捕鱼船可以避开大量幼年海龟，度假海岛还可 以追溯漂到沙滩上的塑料垃圾来源。这一拥有多项功能的"数字孪生海洋"（DTO）系统（见图，本报记 者尚凯元摄），正在更新人们对全球海洋治理的认知。 "数字孪生海洋"是欧盟委员会"欧洲海洋协议"的重要成果之一。这一公共数字基础设施，汇聚欧洲前沿 科技专业力量，由位于法国的墨卡托海洋国际机构组织实施。"借助DTO，我们能识别出某些特定海域 在特定时间的风险状态，向政策制定者提供精确的建议。"墨卡托海洋国际机构的数字海洋部门负责人 阿兰·阿尔诺向本报记者介绍。 所谓"数字孪生"，是指在虚拟空间重建与现实系统同步的高精度模型。记者看到，通过操控DTO的主控 面板，大屏幕上的信息图层便会瞬间切换：从海温、盐 ...

Group 1 - The core viewpoint emphasizes the importance of advancing the integration of the Yangtze River Delta to enhance innovation capabilities, industrial competitiveness, and development levels, which is crucial for China's new development pattern and high-quality development [1] - The Yangtze River Delta has seen significant advancements in transportation and logistics, with a daily average of 2.51 million railway passengers in the first half of the year, showcasing its role as a dynamic growth hub [1] - The region is recognized as a major national strategy personally planned and promoted by the General Secretary, with a focus on enhancing technological innovation and high-end industry leadership [1] Group 2 - The Yangtze River Delta has launched its second batch of 12 cross-regional innovation consortia, focusing on key areas such as biomedicine, artificial intelligence, and marine technology, with a total of 72 joint research projects implemented [2] - The region has established a robust scientific research ecosystem, with nearly half of the national comprehensive scientific centers located here and over 49,000 large scientific instruments available for shared use [2] - The industrial robot export from the Yangtze River Delta accounted for about half of the national total in the first half of the year, indicating a strong manufacturing base and advanced industrial chain [2] Group 3 - The establishment of the Yangtze River Delta Advanced Manufacturing Cluster Alliance aims to leverage the industrial strengths of the three provinces and one city, promoting collaborative development in sectors like aviation, integrated circuits, and high-end equipment [3] - The total import and export value of the Yangtze River Delta reached 8.16 trillion yuan in the first half of the year, a year-on-year increase of 5.4%, representing 37.4% of the national total [3] - The GDP of the Yangtze River Delta surpassed 16 trillion yuan, with its share of the national GDP continuing to rise [3]

（来源：江苏省广播电视总台） 重大创新平台是推进高水平科技自立自强的基座。近年来，江苏加快培育战略科技力量，集中资源建设 重大平台载体，初步构建起前沿引领、产业赋能、开放协同、特色鲜明的创新平台矩阵。 不久前，历经六年科研攻关与设计建造的全国首艘深远海绿色智能技术试验船——"未来"号正式投用， 顺利抵达母港连云港港。这艘满载排水量7000吨的"移动海上实验室"总长约110米，具备无限航区全球 航行能力。该船在模块化、智能化领域实现创新突破，可依托"边应用、边试验"模式验证新技术，提速 科研成果转化进程。 "未来"号监造组组长刘杨说："'未来'号实现了空间储备的冗余以及系统的可扩展性。它的接口化程度非 常高，应用了先进的智能技术和信息技术，能够实现智能航行、智能机舱以及智能能效等多种智能的功 能。" "未来"号由省实验室——深海技术科学太湖实验室及其连云港中心共同打造。在连云港正式投入运营 后，"未来"号将聚焦新一代智能船舶关键设备与系统的测试需求及国家各项重大任务需求，有力填补我 国绿色智能设备系统专用中试平台的空白。 深海技术科学太湖实验室连云港中心主任张海华说："后续结合大的科研项目，会去南海做更大的海试 ...

从传统装备制造业涅槃重生，到新兴海工装备抢占国际话语权，再到牢牢攥紧农业"芯片"自主权，一场 静水深流的科技革命正在黑土地上澎湃涌动。 科创成绩单 2021年—2023年： 全社会研发经费投入从600.4亿元增长至676.4亿元 全社会研发经费投入强度从2.18%增长至2.24% 万名就业人员中研发人员数从53.2人年增长至62.8人年 规上工业企业研发经费投入从367.3亿元增长至392.2亿元 歼-35A隐身战机惊艳亮相、嫦娥六号月背采样用上"辽宁造"钻杆、全球最大甲醇双燃料动力集装箱船用 曲轴问世……这些"大国重器"的背后，是辽宁在"十四五"期间交出的科技创新"硬核"答卷。五年来，这 片曾诞生过新中国第一台机床、第一艘万吨巨轮的工业沃土，在传统产业升级、新兴赛道突围等方面实 现了"上天入地"的突破，让创新成为全面振兴的最强引擎。 从传统装备制造业涅槃重生，到新兴海工装备抢占国际话语权，再到牢牢攥紧农业"芯片"自主权，一场 静水深流的科技革命正在黑土地上澎湃涌动。 传统工业涅槃重生 8月12日，在沈鼓集团股份有限公司（以下简称"沈鼓集团"）试验车间内，其自主研发的50Hz CAP1000 屏蔽电机主泵正在 ...

Core Viewpoint - Guangzhou is positioning itself as a hub for the "blue economy" through its newly proposed coastal and marine spatial planning, aiming for significant growth in marine production value and innovation in marine technology [1][4]. Group 1: Economic Development - The marine production value of Guangzhou reached 497.9 billion yuan in 2024, accounting for one-quarter of Guangdong's total [1]. - The planning outlines six major industrial clusters and five industrial parks, covering areas from international shipping to modern aquaculture, indicating a comprehensive approach to both traditional and emerging sectors [1]. - A marine reserve area, constituting 15.06% of the sea area, is designated for future strategic industries, showcasing the foresight in spatial planning [1]. Group 2: Ecological Protection - The principle of "ecological priority" is emphasized, with 36.29% of the sea area designated as ecological protection zones, and strict measures in place to protect 8.58% of the coastline [4]. - An innovative coastal building retreat line mechanism is introduced, reflecting a proactive approach to ecological conservation rather than a reactive one [4][5]. Group 3: Planning and Management - The planning employs a "positive list + classified management" approach, allowing for differentiated management of 14 islands, which avoids a one-size-fits-all development strategy [5]. - The management of nine uninhabited islands will follow a checklist-style approach, with eight designated for moderate development, categorized by function to promote diverse island economies [5]. Group 4: Future Challenges - Despite the ambitious vision, there are unresolved questions regarding the spatial distribution of specialized industries and the ability of the six clusters to achieve resource integration [5]. - Concerns are raised about how to mitigate risks from natural disasters, such as storm surges, while optimizing the use of 80.22% of the coastline for economic activities [5]. - The need for regional collaboration to build a world-class port cluster and manage competitive relationships among urban groups is highlighted as a critical challenge [5].

Macroeconomic Background - The A-share market has gradually emerged from a period of volatility since 2025, showing a relatively stable upward trend supported by domestic economic resilience and external environmental changes [1][3] - Global trade uncertainties have increased, but the impact of tariff shocks has not led to systemic risks, as domestic investors have shown confidence in China's economic fundamentals [1][3] - The domestic economy is undergoing a structural transformation, with manufacturing upgrades and capital market reforms providing new growth opportunities [3][4] Funding Logic - As of mid-2025, Chinese households have accumulated significant excess savings, with household deposits exceeding the trend line from 2011 to 2019 by over 50 trillion yuan, indicating a large potential fund pool for the stock market [4][5] - The ratio of A-share total market value to household deposits is at a historical low, suggesting that the transition of household funds into the market is just beginning [5][6] Institutional and Reform Dynamics - The direction of capital market reforms since 2024 has become clearer, focusing on "increasing investor returns" through improved dividend policies and optimized delisting systems [7][8] - Institutional reforms are reshaping perceptions of Chinese assets, leading to a decrease in risk premiums and creating long-term space for valuation expansion [7][8] Industry Allocation New Growth Directions - The AI industry is entering a phase of accelerated industrialization, with domestic supply chains rapidly innovating and replacing foreign counterparts [9] - The manufacturing upgrade trend is expected to drive the adoption of industrial and service robots, supported by policy emphasis on new productivity [10] - Solid-state batteries are anticipated to be a breakthrough in electric vehicles, with key domestic companies accelerating R&D [12] - The pharmaceutical sector is benefiting from aging populations and rising health demands, with innovative drugs showing growth potential [13] Financial Sector - The financial sector is poised to benefit from increased market activity as household funds enter the market [14] - Brokerage firms will see enhanced trading activity and expansion in investment banking services [15] - Insurance companies will experience improved returns due to favorable interest rates and a recovering equity market [16] - Banks remain attractive for defensive allocations due to stable dividends and low valuations [17] Thematic Opportunities - The military industry is expected to grow due to geopolitical uncertainties, with a focus on self-sufficiency in critical technologies [18] - Emerging industries like drones and general aviation are gaining traction with significant policy support [19] - Marine technology sectors are projected to grow under the "blue economy" strategy [20] Defensive Allocation - High-dividend assets are becoming preferred defensive options in a declining risk-free interest rate environment, with sectors like coal, oil, and utilities offering attractive yields [21] Conclusion - The mid-term outlook for the A-share market remains positive, supported by economic resilience, household funding potential, and institutional reforms [26] - A virtuous cycle is expected as household deposits gradually shift to the stock market, leading to steady index growth and low volatility [26] - The market is anticipated to present structural opportunities across various sectors, making it an optimal time for long-term investors to gradually position themselves [26]