展望后市，麦哲洞察预计，2025年我国海洋生产总值将突破13万亿元，其中深海科技相关产业占比将超 过25%。摩根士丹利预测中国深海装备市场规模2025-2030年CAGR达18%；国内机构则指出海洋生物医 药将成为新增长极，预计2025年市场规模突破800亿元。 具体到A股市场，光大证券认为，海洋经济/深海科技发展潜力巨大，"十五五"海洋经济发展规划编制或 带来新的催化与驱动力。可关注深海装备、船舶、海上风电、海洋生物医药领域的机遇。 来源：金融界 近日，国家发改委表示，正与相关部门一道着手"十五五"海洋经济发展规划以及相关领域专项规划的编 制工作，加快推动海洋传统产业转型升级，大力发展海上风电、海洋生物医药等新兴产业，积极培育海 洋未来产业。 自然资源部发布《2024年中国海洋经济统计公报》显示，2024年我国海洋生产总值突破10万亿元，占 GDP比重达7.8%。面对海洋经济庞大的发展潜力，政策面也加大扶持力度。2025年政府工作报告首次 将"深海科技"列为战略性新兴产业，设立500亿元海洋新质生产力基金；科技部投入50亿元支持"深海关 键技术与装备"专项，财政部100亿元基金定向扶持海上风电；广东发布《海 ...

Core Viewpoint - The Guangdong Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aiming to address bottlenecks in marine economic development through legal frameworks [1][3]. Legislative Background - The central government has emphasized the importance of marine economic development, with the 20th National Congress highlighting the need to develop marine economies and protect marine ecosystems [3]. - Guangdong, despite being a leading marine economy with a marine production value exceeding 2 trillion yuan in 2024, faces challenges such as uncoordinated industrial development and insufficient technological innovation [3]. Industrial Leap - The regulations focus on building a modern marine industry system, optimizing spatial layout, and promoting coordinated development between land and sea [5]. - Specific measures include the development of marine cities and the optimization of marine economic spatial layout, addressing the imbalance in marine industry development between different regions [5][6]. New Emerging Industries - The regulations encourage the expansion of electronic information enterprises into marine sectors and the development of offshore wind power [6]. - Guangdong aims to foster new industrial clusters worth hundreds of billions, focusing on deep-sea equipment and marine biotechnology [6]. Innovation and Production Capacity - The regulations emphasize strengthening technological innovation and creating a collaborative innovation system involving enterprises, markets, and research institutions [8]. - Key initiatives include establishing high-standard innovation platforms and promoting the aggregation of technological, talent, and financial resources towards marine enterprises [8][9]. Spatial Management - The regulations prioritize resource protection and spatial governance, ensuring a balance between marine development and ecological restoration [11]. - Innovative measures include the introduction of a "coastal line occupation and compensation system" and the implementation of spatial constraints to protect marine ecosystems [12].