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深海新材料的隐形冠军:中国凭啥有下五洋捉鳖的自信与野心?
材料汇· 2026-01-29 16:39
点击 最 下方 关注《材料汇》 , 点击"在看"和" "并分享 添加 小编微信 ,遇见 志同道合 的你 特别福利 (欢迎加入 材料汇深海材料交流群,并记住加小编微信 ) 正文 深海沉积物稀土矿点在国际海底的分布 近日, 日本海洋研究开发机构(JAMSTEC)派遣"地球号"钻探船 ,前往南鸟岛海域启动6000米深海稀土试采计划,宣称 该区域稀土浓度达中国陆地20-30倍,稀土总量超1600万吨,其中镝、钇储量可分别满足全球需求730年、780年,自诩"抢 占深海战略高地"。 但在我国看来,日本这场"全球首次"的深海作业,不过是中国早已熟练掌握的"常规操作"。当日本还在攻坚6000米开采技 术时, 中国"奋斗者"号已多次抵达10909米的马里亚纳海沟底部,"开拓二号"采矿车早已完成4000米深海多金属结核采集 试验,深海作业深度、技术成熟度远超日本不止一个维度 。 这份"下五洋捉鳖"的底气,从不是凭空而来,而是源于国家战略的深远布局、极端环境的技术突破,以及一批隐形冠军企 业撑起的材料硬核实力。深海之战的胜负手,最终在于谁掌握了那几克堪比白银的特殊"骨骼"与"皮肤"。 一、国家战略透视:万米深海,为何是中国必争之 ...
701财经委会议点评:反内卷的预期与现实
Huachuang Securities· 2025-07-03 03:12
Group 1: Central Economic Committee Meeting Insights - The 6th meeting of the 20th Central Economic Committee was held on July 1, 2025, with a significant gap of nearly one and a half years since the last publicly disclosed meeting[3] - The meeting emphasized the need to deepen the construction of a unified national market, focusing on supply-side optimization and combating "involution" competition[13] - The meeting's outcomes are expected to lead to smoother policy formulation and execution, as clarified by the recent political bureau meeting[6] Group 2: Supply-Side Reform and Involution - The concept of "anti-involution" was first introduced in the July 2024 political bureau meeting, with the current meeting reinforcing this stance and calling for specific policy implementations[17] - Historical context shows that supply-side structural reforms initiated in November 2015 led to significant improvements in local government finances, with land transfer income rising from CNY 3.1 trillion to CNY 5.0 trillion between 2015 and 2017[20] - Current local fiscal pressures remain high, necessitating careful monitoring of how "anti-involution" and supply-side optimization are implemented[20] Group 3: Marine Economy Development - The meeting highlighted the ongoing policy support for the marine economy, which has been a consistent focus since the 18th National Congress in 2012[24] - Key investment areas identified include offshore wind power, marine infrastructure, and marine transportation, with expectations for short-term fundamental improvements[28] - The integration of marine economy with other sectors such as pharmaceuticals, military, and cultural tourism is anticipated to catalyze further policy support[28]