论坛以"从崖州湾到世界，以知识产权促进开放融通创新生态"为主题，聚焦知识产权在海南自贸港 建设中的作用。当天，来自国家知识产权局、世界知识产权组织(WIPO)等单位的专家，聚焦海南自由 贸易港知识产权创新发展特点，为助推产业高质量发展建言献策。论坛突出国际化元素，邀请了来自 WIPO、意大利驻华使馆、越南国立经济大学、金杜律师事务所、美国科文顿·柏灵律师事务所等单位专 家。 海南日报三亚10月23日电(海南日报全媒体记者 李梦楠 见习记者 陈苡琪)10月23日，第三届崖州 湾知识产权论坛在三亚崖州湾科技城高新区举办。 论坛期间，与会嘉宾聚焦种业和深海科技，围绕知识产权赋能"向种图强"转化新路径、知识产权服 务支撑"向海图强"多元实践等主题积极分享探索实践成效与经验，并发布了多项重要成果。 ...

海南日报全媒体记者 琼中黎族苗族自治县中平镇黎明村委会委员、脱贫户邝仕贵的感受更为直观。他说："五年来，镇 政府给我们买来种苗，组织我们参加农技培训，帮助我们找到了种植柠檬的致富方法。如今，一家人住 上了两层楼的小洋房。"改变的不只有他们这个小家——黎明村"两委"瞄准林下广地龙养殖产业，村集 体经济年收入突破100万元;村委会下辖烧炭朗自然村建成和美乡村，逢年过节举办长桌宴、钓鱼比 赛。"眼看一座座村庄变成美丽风景，一座座漫水桥得到改造，一所所学校的教育质量得到提升，琼中 成为游客纷至沓来的旅游胜地，我们的心中满是自豪。"邝仕贵说。 发展蓝图清晰擘画 中国共产党第二十届中央委员会第四次全体会议10月20日至23日在北京举行，审议通过了《中共中 央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称《建议》)。 全会公报一经发布，迅速在海南党员干部群众中引起高度关注和热烈反响。大家一致表示，全会是 乘势而上、接续推进中国式现代化建设的又一次总动员、总部署。全省上下将更加紧密地团结在以习近 平同志为核心的党中央周围，激发只争朝夕、永不懈怠的奋斗精神，凝聚勠力同心、勇往直前的磅礴力 量，学习宣传贯彻好党的二 ...

人民财讯10月23日电，招商策略研报认为，赛道上，从本次全会公报来看，未来直到建议稿出台期间， 需要重点关注四大赛道：一是"航天强国"战略下涉及航空航天的相关赛道(如商业航天等)；二是海洋相 关赛道(如深海科技等)；三是对外开放行文顺序大幅提升后，涉及对外开放的相关题材(如海南自贸港 等)；四是涉及到四季度政策可能加力的领域。 ...

最近A股市场有个现象特别有意思：海洋经济概念股集体爆发，德石股份、中信重工这些股票连续涨停。看着K线图上那一根根大红柱子，不少散户朋友又 开始捶胸顿足："早知道就买了！" 自然资源部最近明确表态，"十五五"期间要重点布局海洋碳汇、智慧城市时空等新兴领域。东海证券的分析师们也纷纷发声，说深海产业正在向高端化、精 准化升级。这些消息一出，相关概念股就像打了鸡血一样往上窜。 但问题是，为什么每次政策利好出来，散户总是后知后觉？等我们看到新闻冲进去的时候，股价早就涨了一大截。这不是偶然现象，而是当下A股市场的一 个残酷现实——赢家通吃。 现在的A股市场，就像一场精心设计的"饥饿游戏"。机构们抱团取暖，宁可错杀一千，不可放过一个。2025年以来的行情就很典型：年初抱团机器人，二季 度抱团创新药，现在又开始抱团深海科技。 这种环境下，散户的处境特别尴尬。你看好某个板块，研究基本面、看政策导向，结果发现股价就是不涨。等你终于忍不住割肉了，它又突然启动。这不是 你研究得不够深入，而是市场规则变了。 我记得有个朋友跟我说："现在的股市就像参加一场蒙眼舞会，机构戴着夜视镜翩翩起舞，散户却只能靠摸黑前进。"这话说得太形象了。 那么 ...

邱江华 10月17日，2024年海南省科技经费投入统计公报发布，数据显示，2024年全省共投入研究与试验发 展(R&D)经费109.61亿元，比上年增加19.81亿元，增长22.1%，高于全国13.2个百分点。据悉，这项增 速位列全国第一。 值得关注的是，这已是海南R&D经费投入增速连续第三年位居全国第一。"三连冠"可以充分说 明，这绝非偶然的数字波动，更不是短期政策红利催生的临时效应，而是在海南自贸港建设背景下，科 技创新活动日益活跃的体现，为推动海南高质量发展注入了更坚实、更持续的动能。 R&D经费不只是简单"花钱"，而是未来竞争力的"储蓄" 要读懂这份"三连冠"成绩单的分量，首先要厘清一个关键概念：什么是R&D经费? R&D经费，是指为实现技术突破、产品创新或工艺改进，在基础研究、应用研究和试验发展三大 领域投入的资金总和。基础研究是探索"从0到1"的原始突破，应用研究是衔接"从1到10"的技术转化， 试验发展则是实现"从10到100"的产业落地，三者共同构成了创新链条的完整闭环。 R&D经费的投入强度(R&D经费占GDP比重)与增速，反映出一个地区对科技创新的重视程度，更预 示着其未来经济发展的潜力与 ...

Group 1: Low-altitude Economy - The low-altitude economy is expected to see significant development driven by large-scale infrastructure projects, with 2025 being a pivotal year for the transition from planning to industrial implementation [4] - The establishment of a nationwide low-altitude communication and navigation system is set to be completed by 2025, enhancing safety and operational capabilities in the low-altitude airspace [4] - The government's focus on developing new productive forces highlights the importance of the low-altitude economy in future economic strategies [4] Group 2: Deep Sea Technology - Deep sea technology has been elevated to a national strategic level, with significant market potential estimated in the trillions, covering areas such as deep-sea protection, detection, and resource development [5] - The government is expected to continue issuing supportive policies and financing for the deep sea technology sector, which is anticipated to accelerate its development [5] Group 3: Solar Thermal Power and Energy Storage - Solar thermal power generation is positioned as a stable and dispatchable energy source, with a projected cost reduction to 0.55 yuan per kilowatt-hour by 2025 [6] - The integration of molten salt energy storage systems is expected to enhance the efficiency and application of solar thermal power in various sectors [6] Group 4: Humanoid Robots - The aging population in China is driving the demand for humanoid robots, with projections indicating a labor supply gap of 6 million by 2025 and 20 million by 2030 [10] - The humanoid robot industry is expected to reach a market size of $32.4 billion globally and 75 billion yuan domestically by 2029 [10][12] - Recent policies in China are shifting focus from technology development to industrialization of humanoid robots, with several strategic plans being implemented [15] Group 5: Robotics Policies and Market Trends - China has introduced numerous policies to support the robotics industry, with a focus on enhancing manufacturing capabilities and promoting the integration of robotics in various sectors [15][19] - The market for humanoid robots is witnessing rapid commercialization, with several companies planning to deliver thousands of units in the coming years [18] Group 6: Commercial Space and Satellite Launches - The low-orbit satellite network is entering a dense phase, with a significant increase in satellite launches projected for the coming years [32] - The domestic satellite launch market is expected to grow from 12.4 billion yuan in 2020 to a substantial scale by 2030, driven by both state-owned and private enterprises [32]

Group 1: Industry Overview - The marine economy in China is rapidly developing due to the national marine power strategy and increasing global demand for marine resource development [1] - Companies in the marine industry are securing significant domestic and international project orders, showcasing strong market competitiveness and growth potential [1] Group 2: Company Highlights - Zhongtian Technology Co., Ltd. announced that its subsidiaries have received project bids totaling approximately 1.788 billion yuan, including various marine series projects [1] - Zhongtian Technology has won multiple significant projects in marine energy and deep-sea technology, including a ±500kV DC submarine cable project and deep-sea drilling equipment for Hunan University [1] - The company has established a comprehensive core capability in the marine energy and information transmission sectors, focusing on deep-sea oil and gas, mining, and disaster prevention applications [2] Group 3: Competitor Insights - Ningbo Dongfang Cable Co., Ltd. reported winning bids totaling approximately 2.374 billion yuan, which accounts for 26.11% of its audited revenue for 2024 [2] - Jiangsu Hengtong Optic-Electric Co., Ltd. has secured significant orders in the marine energy sector, with a total order amount of approximately 20 billion yuan for submarine cables and related projects [2][3] - The marine infrastructure investment is expanding, driven by globalization and the internet, creating new growth opportunities for industry players [3]

Core Viewpoint - The "14th Five-Year Plan" is entering a critical policy window, with increased market attention on its implications for capital markets and industry development [2][11]. Group 1: Historical Positioning of the "14th Five-Year Plan" - The "14th Five-Year Plan" is a key phase for achieving the 2035 long-term goals, bridging the previous and upcoming plans [3][12]. - It is also crucial for completing the reform tasks set by the 20th Central Committee by 2029, with over 300 important reform measures proposed [3][12]. Group 2: Important Directions for Capital Markets During the "14th Five-Year Plan" - Key areas of focus include digital technology (AI, 6G, quantum technology), space economy (low-altitude economy, commercial aerospace, deep-sea technology), high-end manufacturing (embodied intelligence, aerospace technology, solid-state batteries), domestic consumption (new consumption, quality upgrades), and healthcare (innovative drugs, high-end medical devices) [4][9]. Group 3: Capital Market Performance Characteristics During Previous Five-Year Plans - Historical data shows that A-share indices have generally risen during five-year plans, with the Shanghai Composite Index showing varied performance: -44.0%, +141.9%, +26.0%, -1.9%, and +13.3% across different plans [5]. - The "14th Five-Year Plan" period has seen a steady increase in A-share resilience and risk resistance, with a market capitalization exceeding 100 trillion yuan [5]. Group 4: Market Outlook for the "14th Five-Year Plan" - The "14th Five-Year Plan" is expected to create opportunities in the context of global monetary system restructuring, AI trends, and China's manufacturing advantages [8][9]. - The capital market is anticipated to exhibit a "long-term" and "steady" trend, supported by government emphasis on capital market development and favorable macroeconomic conditions [9]. Group 5: Industry-Specific Insights - **Digital Technology**: The AI industry is expected to accelerate, with significant advancements in AI applications and quantum technology development [18][19]. - **Space Economy**: The commercial aerospace sector, particularly satellite internet, is poised for growth, supported by government policies and technological advancements [19][20]. - **High-End Manufacturing**: The sector is expected to benefit from technological innovations and policy support, with a focus on embodied intelligence and solid-state batteries [21][24]. - **Domestic Consumption**: New consumption trends are emerging, with a shift towards personalized and quality-driven consumption patterns [25][26]. - **Healthcare**: The innovative drug and high-end medical device sectors are projected to grow significantly, driven by supportive policies and market demand [28][29].

Core Viewpoint - Zhongtian Technology (600522) has announced multiple successful bids and pre-bids for marine projects, indicating strong performance in the marine energy and deep-sea technology sectors, with a total project value of approximately 1.788 billion yuan [1] Group 1: Marine Energy Projects - Zhongtian Technology's subsidiary, Zhongtian Technology Submarine Cable Co., Ltd., has won the bid for the ±500kV DC submarine cable project for a wind farm in Zhejiang [1] - The company has also received a pre-bid notice for the 500kV submarine cable supply and laying project for the Yangjiang Sanshan Island offshore wind farm [1] - Additionally, Zhongtian Technology secured a bid for the Bohai Zhong 26-6 oilfield development (Phase II) project [1] Group 2: Deep-Sea Technology Projects - The company has won the bid for the deep-sea drilling rig research equipment project at Hunan University of Science and Technology [1]

Key Points - The A-share market experienced a strong opening in the fourth quarter, with the Shanghai Composite Index rising over 50 points to surpass 3900, marking a new high in over 10 years [1][11] - The Ministry of Commerce announced export controls on certain rare earth items, requiring specific exporters to obtain licenses before exporting to countries outside China, particularly for military end-users [1][12][13] - The National Development and Reform Commission and the State Administration for Market Regulation issued a notice to combat price disorder and maintain a fair market environment [1][16][17] Market Overview - The domestic securities market showed mixed performance, with the Shanghai Composite Index gaining 0.37% while other indices like the Shenzhen Component Index and ChiNext Index saw declines [2][23] - The non-ferrous metals sector led the gains with a rise of 4.44%, driven by increased international gold prices and strong demand in the AI sector [2][25] - The trading volume surged to over 2.67 trillion yuan on October 9, reflecting heightened market activity post-holiday [11][23] Investment Recommendations - Focus on technology sectors such as artificial intelligence, semiconductor chips, and robotics, which are expected to yield excess returns under current policies [3][30] - Non-bank financials, particularly brokerage firms, may benefit from a slow bull market, while insurance companies could see capital returns improve [3][31] - The demand for gold as a safe-haven asset is anticipated to grow amid geopolitical tensions and economic uncertainties, with copper supply under pressure and demand increasing [3][31][21] - The storage sector is expected to thrive due to policy support, while machinery sectors like engineering machinery and heavy trucks may benefit from recovering manufacturing activities [3][32]