Core Insights - The Hainan Deep Sea Technology Innovation Center has successfully completed sea trial verification for two domestically developed deep-sea equipment projects, marking its first independent third-party verification task for deep-sea technology equipment [1] Group 1: Project Details - The sea trials focused on testing a deep-sea high-resolution forward-looking sonar and a deep-sea in-situ multi-wavelength absorption sensor [1] - The sonar validated its imaging capabilities in deep water environments, real-time imaging in detection fields, and operational stability [1] - The absorption sensor completed performance verification and data collection functionality in deep water environments [1] Group 2: Future Directions - The center aims to enhance its verification capabilities for deep-sea technology equipment and establish a standardized system [1] - It will play a crucial role in promoting the iterative upgrade of deep-sea technology, accelerating the transformation of results, and replacing imported equipment with domestic alternatives [1] - The center's efforts are expected to contribute significantly to the high-quality development of Hainan's deep-sea industry [1]

Core Viewpoint - Huangpu District is accelerating the development of the deep-sea industry, aiming to become a core force in the Guangdong-Hong Kong-Macao Greater Bay Area's deep-sea economy through strategic initiatives and leveraging its strong industrial foundation and research resources [5][11]. Group 1: Industrial Foundation - Huangpu District hosts over 40 shipbuilding companies, including Guangzhou Shipyard International and Huangpu Wenchong, making it one of China's three major shipbuilding bases [7]. - The district has made significant advancements in deep-sea equipment manufacturing and marine engineering, with notable projects such as the "Dream" deep-sea drilling vessel, which has a maximum drilling depth of 11,000 meters and is the largest scientific research vessel in China [7]. - Research institutions like the South China Sea Institute of Oceanology and the Guangdong Intelligent Unmanned Systems Research Institute are based in Huangpu, contributing to deep-sea exploration and technology development [8]. Group 2: Challenges - The deep-sea industry in Huangpu faces challenges such as the need to enhance industrial scale and supply chain completeness, particularly in high-end fields like deep-sea equipment manufacturing and resource development [10]. - There is a low efficiency in the transformation of scientific innovation, with insufficient collaboration between universities, research institutions, and enterprises, leading to many research outcomes remaining unutilized [10]. - The precision of special policies and the adequacy of infrastructure, such as marine data centers, require improvement to better support the deep-sea industry [10]. Group 3: Strategic Initiatives - Huangpu District has outlined a development path focusing on policy support, infrastructure, innovation, and talent acquisition to address the challenges faced by the deep-sea industry [11]. - The district plans to establish a deep-sea technology industrial core area and attract upstream and downstream enterprises by creating dedicated industrial parks and enhancing the industrial chain [12]. - A collaborative innovation system will be established to integrate government, industry, academia, and research, aiming to create a national-level innovation and governance demonstration platform [13].

Investment Rating - The report does not explicitly state an investment rating for the deep-sea technology industry. Core Insights - The 2025 government work report first mentions deep-sea technology as an emerging industry, indicating its importance alongside commercial aerospace and low-altitude economy [12][15]. - Various regions, including Hainan and Shandong, have introduced policies to accelerate the development of deep-sea technology, with plans to enhance innovation and build a comprehensive industrial chain [15][17]. - The development of deep-sea technology is crucial for resource exploration and ensuring security in deep-sea environments, as it encompasses advanced technologies for exploration, resource development, and environmental research [22][25]. Summary by Sections Section 1: Government Initiatives - The 2025 government work report positions deep-sea technology as a priority emerging industry, with significant policy support from various provinces [12][15]. - Specific plans include enhancing deep-sea technology innovation platforms and building a robust industrial ecosystem [15][17]. Section 2: Importance of Deep-Sea Technology - Deep-sea areas, defined as waters deeper than 1000 meters, hold vast strategic resources and are critical for national security [19][22]. - The report highlights the rich resources in deep-sea oil, gas, and minerals, emphasizing the need for technological advancements to exploit these resources sustainably [25][29]. Section 3: Industry Growth and Investment - The national marine production value surpassed 10 trillion yuan in 2024, with deep-sea equipment identified as a key growth area [37][40]. - Investment in the deep-sea equipment sector has shown rapid growth, with significant increases in funding from 19 million yuan in 2021 to 75 million yuan in 2024 [41][42]. Section 4: Underwater Defense Systems - The report discusses the importance of submarines and unmanned underwater vehicles (UUVs) in modern underwater defense systems, highlighting their roles in surveillance and combat [46][57]. - UUVs are noted for their autonomy and capability to perform various missions, with a projected market space of 53.1 billion USD for UUVs in the U.S. Navy alone over the next decade [64][66]. Section 5: Ocean Observation Networks - The establishment of underwater observation networks is emphasized as a critical infrastructure for continuous marine monitoring, with significant investments from multiple countries [72][76]. - China has initiated its underwater observation network projects, enhancing its capabilities in marine data collection and environmental monitoring [76][81]. Section 6: Deep-Sea Space Stations - The concept of deep-sea space stations is introduced as a long-term underwater research platform, with ongoing developments in China aimed at creating advanced operational capabilities [86][91]. - These platforms are expected to support comprehensive experiments and resource development in deep-sea environments [86][91].