随着传统化石能源带来的环境问题日益凸显，以及能源安全意识的不断提升，开发利用可再生能源 成为各国可持续发展战略的重要组成部分。海洋能是重要的绿色可再生能源，包括潮汐能（含潮差能和 潮流能）、波浪能、温差能、盐差能等，具有可精准预测、就近消纳、清洁低碳等优势，符合我国"双 碳"目标和能源结构转型需求，为沿海地区及海岛提供了重要的能源补充方案。本文通过分析海洋能开 发利用现状，梳理产业链，剖析问题，并以广州市南沙区为例，为沿海地区发展海洋能产业提出针对性 建议。 我国海洋能开发利用的现状图景 我国海域辽阔、岸线绵长、岛屿众多，海洋能资源丰富，具备规模化开发利用海洋能的优越条件， 加快海洋能规模化利用具有重要的战略意义和现实需求。截至2023年年底，我国海洋能总装机规模超过 1.2万千瓦，位居世界第四，海洋能已进入规模化利用和产业化发展的前夕。 在政策层面，我国将海洋能开发纳入《中华人民共和国能源法》等法律体系，从立法层面确立其战 略地位。自然资源部、国家发展改革委等六部门联合出台了《关于推动海洋能规模化利用的指导意 见》，明确提出到2030年海洋能装机规模达到40万千瓦的目标，从顶层设计层面强化了海洋能的战略地 ...

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]