Core Insights - The 52nd International Energy Agency Ocean Energy Systems Technology Collaboration Programme (IEAOES-TCP) Executive Committee meeting was held in Hangzhou, focusing on global ocean energy development [1][2] - The meeting emphasized international cooperation in marine renewable energy and set priorities for future tasks, including infrastructure research, digital work plans, and hydrogen-ocean energy synergy [1] - A five-year extension resolution (OES 2027-2031) was established to lay a foundation for medium to long-term international cooperation [1] Group 1 - The National Ocean Technology Center presented China's experience in ocean energy governance and blue economy development, highlighting the integration of ocean energy utilization with carbon neutrality goals and marine spatial planning [1] - A seminar on the current status of ocean energy technology development was organized, showcasing breakthroughs in the large-scale utilization of ocean energy resources and equipment research and development [2] - The proposal to incorporate the core concept of "standard guidance" from the "Guiding Opinions on Promoting Large-scale Utilization of Ocean Energy" into the OES mechanism upgrade received strong support from the OES Executive Committee [2] Group 2 - The meeting included a site visit to the LHD Ocean Energy Power Station in Zhoushan, demonstrating China's achievements in ocean energy research and engineering [2] - The International Energy Agency Ocean Energy Systems Technology Collaboration Programme, established in 2001, is a leading global organization for ocean energy [2] - The National Ocean Technology Center has been a member of this organization since 2011, actively participating in various initiatives [2]

Core Viewpoint - The ocean is becoming a significant force for stable growth and a new engine for economic development in China, with a focus on marine economic development and ecological protection during the "14th Five-Year Plan" period [2][3]. Economic Growth and Development - China's marine GDP surpassed 10 trillion yuan, reaching 10.5 trillion yuan, a 34% increase from the end of the "13th Five-Year Plan," accounting for 7.8% of the national GDP [1]. - The first self-operated ultra-deepwater gas field, "Deep Sea No. 1," has been fully operational since June 25, marking a key step in large-scale deep-sea oil and gas development [3]. - Marine oil and gas resources are expected to contribute over 70% of the domestic crude oil increment in 2024, with marine crude oil and natural gas production projected to grow by 4.7% and 8.7%, respectively [3]. Emerging Marine Industries - New emerging marine industries, such as marine engineering equipment, seawater desalination, marine medicine, and offshore wind power, are becoming new economic growth points [4]. - The market share of marine engineering equipment is expected to exceed 50% globally in 2024, with seawater desalination projects exceeding 2.9 million tons per day [4]. Technological Innovation - Technological innovation is identified as the primary driving force for marine economic development during the "14th Five-Year Plan" [6]. - The establishment of the national marine comprehensive test site in Hainan aims to support deep-sea scientific research and technological innovation [5]. - The marine technology innovation index is projected to reach 135.2 in 2024, reflecting a 2.6% increase from the previous year [7]. Environmental Protection and Sustainable Development - High-level protection is essential for sustainable marine economic development, with significant efforts made in coastal restoration and marine ecological system improvement [9]. - China has signed blue economy cooperation agreements with over 50 countries, promoting practical cooperation projects that contribute to local poverty alleviation [9]. Future Outlook - The marine economy is expected to continue growing, with a focus on cultivating new productive forces and building a modern marine industry system [10]. - The total import and export volume of marine transportation is projected to grow by 1.9% in 2024, with trade with countries along the "Belt and Road" increasing by 6.3% [10].

Core Viewpoint - The development and utilization of marine energy is becoming a crucial part of sustainable development strategies globally, driven by environmental concerns and energy security awareness [1][3]. Current Status of Marine Energy Development in China - China has a vast marine area with rich marine energy resources, and as of the end of 2023, the total installed capacity of marine energy exceeds 12,000 kilowatts, ranking fourth in the world [3]. - The government has integrated marine energy development into the legal framework, setting a target of 400,000 kilowatts of installed capacity by 2030 [3]. Technological Achievements in Marine Energy - China has made significant technological advancements in marine energy, including the commercial operation of the Zhejiang Jiangxia tidal experimental power station for over 40 years and the delivery of the first 500-kilowatt wave energy device in 2020 [4]. - The country leads globally in installed capacity for wave energy, tidal current energy, and tidal energy, with substantial engineering experience accumulated [4]. Marine Energy Industry Chain Analysis - The marine energy industry chain encompasses resource development, technology research, equipment manufacturing, engineering construction, operation maintenance, and energy utilization [6]. - Upstream focuses on resource investigation and technology development, while midstream emphasizes equipment manufacturing and engineering construction [6]. Downstream Operations and Energy Utilization - Downstream activities involve the operation and maintenance of marine energy stations, optimizing energy output and integrating marine energy into the grid [7][8]. - The establishment of a comprehensive energy system combining marine energy with desalination, hydrogen production, and energy storage is emphasized to enhance economic viability [8]. Marine Energy Development in Nansha - Nansha District in Guangzhou is positioned to leverage its marine advantages for economic development, with specific recommendations for advancing marine energy [10]. - Key initiatives include conducting resource surveys, enhancing planning and design, and focusing on core technology development through collaboration with research institutions [10][11][12].

Core Insights - The 2025 China Marine Development Index Report indicates a 15.6% increase in newly utilized marine area in 2024, ensuring the marine space resource factor continues to strengthen for major projects like oil and gas and transportation infrastructure [1] - Offshore wind power generation is expected to grow by nearly 30% compared to the previous year, enhancing marine energy supply capabilities [1] - The Ministry of Natural Resources and the National Development and Reform Commission have issued guidelines to promote the large-scale utilization of marine energy, focusing on new technologies and models [1] Group 1: Marine Energy Development - Marine energy is recognized as an important green renewable energy source, and its large-scale utilization is essential for promoting high-quality development and enhancing new productivity [1] - Recent advancements in marine energy resource utilization technology have significantly improved overall levels, with the first megawatt-level tidal current generator successfully operating in 2022, generating over 4.5 million kilowatt-hours [1] - Breakthroughs in wave energy utilization have been achieved, with applications in island energy security, deep-sea aquaculture, and offshore equipment power supply, creating multiple "global firsts" [1] Group 2: Challenges and Recommendations - There is an urgent need for the iteration and upgrading of marine energy utilization equipment, as well as the expansion of pilot projects [2] - A problem-oriented approach is necessary to provide new momentum for marine industry upgrades, enhancing the quality and core competitiveness of the marine economy [2] - Emphasis on innovation is crucial, with a focus on enhancing equipment reliability and reducing construction and maintenance costs to improve the economic viability of marine energy generation [2] Group 3: Pilot Projects and International Cooperation - The promotion of practical marine energy application projects is essential, with a focus on converting major scientific and technological achievements into applications [3] - Central enterprises are encouraged to lead demonstration projects, while coastal provinces should support pilot implementations based on local resources and industrial foundations [3] - Strengthening international cooperation is vital, with a focus on building multinational joint research platforms and sharing experimental data to reduce R&D costs [3]

Core Viewpoint - The "14th Five-Year Plan" has been successfully implemented, leading to significant improvements in natural resource management and environmental protection in China [1][2]. Group 1: Resource Management and Utilization - The Ministry of Natural Resources has invested nearly 450 billion yuan in a new round of mineral exploration, achieving major breakthroughs in energy resource security and optimization of resource structure [1][2]. - By the end of 2024, the total arable land area in China is expected to reach 1.94 billion acres, an increase of 28 million acres compared to 2020 [2]. - The coverage rate of forests has reached 25.09%, an increase of approximately 2 percentage points since 2020, with forest stock reaching 20.988 billion cubic meters [3]. Group 2: Marine Economy - The marine economy has become a significant force for stable economic growth, with China's marine industry now encompassing all 15 major marine sectors [4][5]. - By 2024, marine oil production is expected to account for over 70% of the domestic oil increment, and the market share of marine and aerial equipment is projected to exceed 50% globally [5]. - The scale of seawater desalination projects has surpassed 2.9 million tons per day, and the value added from marine tourism is expected to reach 1.6 trillion yuan by 2024 [5]. Group 3: Policy and Planning - A national land space planning system has been established, with comprehensive planning at provincial, municipal, and county levels, creating a unified blueprint for land development and protection [3]. - The Ministry of Natural Resources is focusing on clarifying property rights and enhancing resource protection and development responsibilities through innovative asset allocation methods [4].

Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Concurrent events include the Youth Scientist 10² Forum, an industry development and innovation technology conference, and various specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - Specialized forums will cover topics like offshore wind power, marine energy, and Power to X technologies, with expert conveners leading discussions [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and the integration and collaboration of related topics [12]. - Key presentations will address the challenges of deep-sea development and cost reduction, as well as innovations in construction equipment and power generation devices [13]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register upon arrival and will receive materials such as badges and meal vouchers [44].

Core Viewpoint - The photovoltaic industry is experiencing widespread losses among major companies, although some, like Longi Green Energy and Aiko Technology, are significantly reducing their losses due to the penetration of BC batteries into the market [1]. Group 1: Longi Green Energy - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, a reduction of 2.443 billion to 2.843 billion yuan year-on-year [2]. - The company is still facing losses due to the main products' market prices falling below cost, but improved internal management and the introduction of HPBC 2.0 components have led to increased orders and shipments, resulting in a significant reduction in losses [2]. Group 2: Tongwei Co., Ltd. - Tongwei Co., Ltd. anticipates a net loss of approximately 4.9 billion to 5.2 billion yuan for the first half of 2025, compared to a net loss of 3.129 billion yuan in the same period last year [3]. - Despite the growth in photovoltaic installation scale, the company is facing losses due to an imbalance in supply and demand leading to depressed product prices [3]. Group 3: JA Solar Technology - JA Solar Technology expects a net loss of 2.5 billion to 3 billion yuan, compared to a loss of 874.6 million yuan in the same period last year [4]. - The company is experiencing intensified competition and price pressure across the photovoltaic supply chain, exacerbated by international trade protection policies, leading to a decline in sales prices and profitability [4]. Group 4: Junda Co., Ltd. - Junda Co., Ltd. projects a net loss of 200 million to 300 million yuan, compared to a loss of 166.34 million yuan in the same period last year [7]. - The company has significantly increased its overseas sales proportion from 23.85% in 2024 to 51.90% in the first half of 2025 by expanding into new markets [7]. - Junda successfully listed on the Hong Kong Stock Exchange, raising a net amount of 1.29 billion HKD [7]. Group 5: Aiko Technology - Aiko Technology expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a projected net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [9]. - The company has optimized its product structure and significantly increased its overseas sales proportion, leading to improved overall gross margins and operational efficiency [9].

Core Viewpoint - The Ministry of Natural Resources emphasizes the need to develop emerging marine industries such as marine energy, marine biomedicine, and biological products, while also promoting blue finance and addressing marine ecological issues [1] Group 1: Marine Industry Development - The Ministry plans to collaborate with relevant departments to formulate the "14th Five-Year" marine economic development plan [1] - There is a focus on optimizing and integrating marine scientific and technological resources to better understand marine natural resources [1] - The goal is to accelerate the construction of a modern marine industry system [1] Group 2: Emerging Marine Industries - The Ministry aims to strengthen emerging marine industries, specifically marine energy, marine biomedicine, and biological products [1] - Development of blue finance is highlighted as a key area for growth [1] Group 3: Marine Ecological Governance - The Ministry stresses the importance of systematic governance of marine ecological issues [1] - There is a commitment to safeguarding marine rights and interests [1] - The Ministry seeks to enhance international cooperation and participate deeply in global marine governance [1]

Core Viewpoint - The article highlights the significant advancements in China's marine clean energy sector, driven by the green low-carbon transition and "dual carbon" goals, showcasing the rapid development of offshore wind power, marine hydrogen, and offshore photovoltaic projects [1] Group 1: Industry Development - China's marine clean energy development capabilities have steadily improved, with notable achievements in offshore wind power, offshore photovoltaic projects, and marine energy [1] - The offshore wind power sector is experiencing continuous high growth, with a shift towards floating platforms and larger turbines [1] - Several coastal provinces have received approvals for offshore photovoltaic projects, leading to a surge in project initiation and production [1] - The Yangtze River Delta region, particularly Jiangsu Province, is highlighted for its significant potential in marine clean energy development, leveraging its strong marine vessel and offshore engineering equipment industry [1] Group 2: Forum and Events - A forum themed "Integrated Development · Innovation Driven" is scheduled to take place from July 23-25 in Nantong, featuring various activities including a youth scientist forum, industry development conferences, and technology exhibitions [1][2] - The forum will cover macro policies, industry advancements, and future trends, along with discussions on scientific frontiers and research achievements [6] - Specialized forums will focus on offshore wind power, offshore photovoltaic technology, marine energy, and marine hydrogen, addressing key technologies and engineering practices [7][8] Group 3: Reports and Industry Needs - The "2025 Marine Clean Energy Industry Report" aims to analyze the current state and challenges of China's marine clean energy industry, providing recommendations for healthy development [11] - A project map for global floating wind power will be updated to reflect the latest developments in Europe and Asia [11] - The forum will facilitate matching between suppliers and end-users in the marine clean energy sector, addressing challenges in large-scale development and green electricity consumption [11]