前不久，在浙江省宁波舟山港梅山港区，随着一个集装箱被精准吊运至远洋班轮甲板上，2025年宁波舟 山港集装箱吞吐量突破4000万标箱。 东海潮涌不息，大港通达世界。目前，宁波舟山港拥有超300条集装箱航线，海铁联运图定班列增至29 条，连接200多个国家和地区的700多个港口，连续17年货物吞吐量居全球第一。 向海而兴，逐梦深蓝。当前，宁波在绿色石化、临港工业、港航物流、海工装备制造、海洋新材料等领 域走在全国前列，海洋经济发展动能澎湃、活力迸发。 壮大新质生产力 东向大海，创新赢得未来。 2025年12月3日，在宁波市象山县投资促进高质量发展大会上，33个项目签约，总投资额达211.9亿元， 涵盖空天深海、特性材料等多个前沿领域。 以象山县为主体区的宁波海洋经济发展示范区，是宁波发展海洋经济的主战场。当前，象山县正告 别"拼政策、比补贴、抢土地"的招商发展模式，积极探索一条以海洋科技产业为导向的新路径。 桥吊高耸林立，货箱摆放密集，卡车来往如梭……在宁波舟山港梅山港区，记者看到一派繁忙场 景。"每天约1.6万车次装载着集装箱的卡车进出港区。"宁波梅东集装箱码头有限公司副总经理彭捷 说。 作为全球唯一拥有双千万 ...

报道指出，此类渔业协议在为部分非洲国家带来短期财政收入的同时，也暴露出明显的结构性问题。一 方面，协议资金为相关国家公共财政提供一定补充，并在港口服务和船员雇佣等领域创造有限就业；另 一方面，工业化金枪鱼捕捞与当地传统渔业形成直接竞争，削弱沿海社区生计基础和粮食安全。在部分 海域，金枪鱼及伴生鱼种捕捞压力持续加大，生态风险不断累积，而由此产生的环境成本和资源衰减后 果主要由沿岸国家承担。 数据显示，2010—2023年间，欧盟在金枪鱼捕捞领域累计投入公共资金约21亿欧元，主要用于燃油税减 免、船队更新改造以及支付进入第三国专属经济区捕捞的准入费用。相关补贴不仅流向欧盟成员国注册 船只，也惠及大量由欧洲资本实际控制但悬挂"方便旗"的远洋渔船。报道援引研究指出，欧洲金枪鱼工 业捕捞高度依赖财政支持，若剔除相关补贴，多数大型捕捞企业将难以维持盈利，部分企业甚至可能长 期处于亏损状态。 1月7日，法国Afrik信息网发布报道指出，过去45年来，欧盟通过持续财政补贴支持其金枪鱼工业化船 队进入南方国家，尤其是非洲沿海国家海域开展捕捞活动。这一运作模式在保障欧洲远洋渔业利益的同 时，其经济、社会和生态风险在相当程度上被转 ...

欢迎扫描下方二维码关注： 为支持我国海洋经济稳步发展，国家出台了一系列税收优惠政策，一起来了解一下海洋经济相关政策要点吧！ 01 问：我是农业生产者，在中国境 内海 域 捕捞 的鱼可以免征增值税 吗？ 答：农业生产者销售的自产农产品免征增值税。 农业生产者销售的自产农业产品是指 的《农业产品征税范围注释》 所列的自产农业产品。 一问一答 海洋经济税收优惠 政策问答 (一)在年度纳税缴费信用评价结果确定前,对评价 指标扣分或者判级情况有异议的,可在评价年度次年3月 申请复核,主管税务机关在评价结果确定前完成复核; (二)对纳税缴费信用评价结果有异议的,可在次年 年度评价前申请复评、主管税务机关应自受理申请之日起 15个工作日内完成复评; (三)因距首次在税务机关办理税费事宜时间不满一 个评价年度未参加年度评价的,可在纳入纳税缴费信用 管理满12个月后申请复评,主管税务机关依据经营主体近 12个月的纳税缴费信用状况,确定其纳税缴费信用级别, 并于受理申请的次月完成复评。" 02 问：我们属于远洋捕捞的企业， 从 事远洋捕捞的所得，享受免征 企业 所得税优惠政策吗？ 答：企业从事远洋捕捞项目的所得免征企业所得税。 ...

Industry Insights - The low-altitude economy market in China is expected to reach 1.5 trillion yuan by 2025, with potential to exceed 2 trillion yuan by 2030, indicating strong growth in the industry [1] - As of now, the annual box office for Chinese films in 2025 has surpassed 46 billion yuan, with over 50 new films expected to be released in November [1] Company News - Zhongshui Fishery has experienced a stock price increase with a cumulative deviation of over 20% in closing prices over two trading days, indicating potential irrational trading behavior and risks of price correction [3] - Jiahua Technology is planning to acquire a controlling stake in Shudun Technology, which may constitute a major asset restructuring, leading to a suspension of trading for up to five days [3] - CITIC Bank has received approval for its subsidiary to commence operations, focusing on market-oriented debt-to-equity swaps and equity investments in strategic emerging industries [3] - Jinfu Technology is planning to acquire at least 51% of Guangdong Lanyuan Technology, which is expected to enhance the company's profitability and risk resistance [4] - Zhongding Co. is entering a strategic cooperation with Shanghai Fourier Intelligent Technology to develop humanoid robot components [4] - JinkoSolar has announced the mass production of its Tiger Neo 3.0 solar module, achieving a production efficiency of over 24.8% and a power output of up to 670W [4] - Zhongjin Lingnan plans to acquire stakes in Zhongjin Copper and Zhongjin Rongsheng for a total consideration of 742 million yuan [5] - Qingmu Technology's subsidiary is set to acquire a 65.83% stake in Vitalis, becoming its controlling shareholder [5]

Core Viewpoint - The meeting between the Chinese ambassador to Guinea-Bissau, Yang Renhuo, and the new Minister of Fisheries, Gomes, emphasizes the importance of fisheries cooperation between China and Guinea-Bissau, highlighting China's contributions to the local economy and the need for sustainable fishing practices [2][4]. Group 1: Fisheries Cooperation - The ambassador congratulated Gomes on his new position and stated that fisheries cooperation is a significant aspect of practical collaboration between China and Guinea-Bissau [2][4]. - Chinese fishing enterprises have been operating legally and in a regulated manner in Guinea-Bissau, contributing positively to the country's economic development, which has been recognized by the local government and various sectors [4]. - Gomes expressed appreciation for the fisheries cooperation with China and acknowledged the contributions made by China to the socio-economic development of Guinea-Bissau, indicating a willingness to deepen mutually beneficial cooperation in fisheries [4]. Group 2: Sustainable Practices - China is portrayed as a responsible distant-water fishing nation, encouraging its fishing enterprises to conduct operations in accordance with laws and regulations, while promoting the scientific conservation and sustainable use of fishery resources [4]. - The ambassador criticized the politicization of fishing issues by certain major countries, which disrupts normal fishing production in other nations, and firmly opposed such actions [4].

Core Viewpoint - The article discusses tax incentives for enterprises engaged in agriculture, forestry, animal husbandry, and fishery projects, highlighting specific tax exemptions and reductions available under Chinese tax law [10][12]. Tax Incentives for Enterprises - Enterprises involved in the following activities are exempt from corporate income tax: 1. Cultivation of vegetables, grains, tubers, oilseeds, legumes, cotton, hemp, sugar crops, fruits, and nuts 2. Breeding of new crop varieties 3. Cultivation of traditional Chinese medicinal materials 4. Cultivation and planting of forest trees 5. Raising livestock and poultry 6. Collection of forest products 7. Agricultural, forestry, animal husbandry, and fishery services such as irrigation, initial processing of agricultural products, veterinary services, agricultural technology promotion, and agricultural machinery operations and repairs 8. Ocean fishing [10] - Enterprises engaged in the following activities are subject to a 50% reduction in corporate income tax: 1. Cultivation of flowers, tea, and other beverage crops and spice crops [10]. Restrictions on Tax Benefits - Enterprises involved in projects that are restricted or prohibited by the state are not eligible for the corporate income tax incentives mentioned [11]. Policy Basis - The tax incentives are based on the "Corporate Income Tax Law of the People's Republic of China" and its implementation regulations [12].

Core Viewpoint - The meeting emphasized the need to deepen the construction of a unified national market and promote high-quality development of the marine economy, highlighting the importance of coordinated efforts and policy support to achieve these goals [1][2][3]. Group 1: Unified National Market Construction - The basic requirements for advancing the unified national market include "five unifications and one openness," which are unified market infrastructure, unified government behavior standards, unified market supervision and law enforcement, unified resource markets, and continuous expansion of both domestic and foreign openness [1][2]. - Focus areas include addressing low-price disorderly competition among enterprises, guiding companies to improve product quality, and promoting the orderly exit of backward production capacity [2]. - The meeting called for the integration of domestic and foreign trade, facilitating the path from export to domestic sales, and nurturing a group of high-quality enterprises in both domestic and foreign trade [2]. Group 2: High-Quality Development of Marine Economy - The meeting stressed the importance of top-level design and increased policy support to encourage social capital participation in marine economic development [3]. - Key initiatives include enhancing independent innovation capabilities in marine technology, fostering leading marine technology enterprises, and promoting the development of modern offshore fishing and marine biomedicine [3]. - The meeting also highlighted the need for marine ecological environment protection and the exploration of marine carbon sink accounting [3].

Domestic Market Overview - The domestic market experienced a V-shaped reversal with a slight increase on July 1, with the Shanghai Composite Index closing at 3457.75 points, up 0.39% [1][4] - The Shenzhen Component Index closed at 10476.29 points, up 0.11%, while the ChiNext Index fell by 0.24% [1][4] - A total of 14965 billion yuan was traded in the A-share market, showing a slight decrease compared to the previous day [1][4] - Among the 30 CITIC first-level industries, 18 sectors saw an increase, with pharmaceuticals, non-ferrous metals, and banking leading the gains, while comprehensive finance, computers, and retail saw significant declines [1][4] Overseas Market Overview - The US stock market saw a general increase on July 1, with the Dow Jones Industrial Average rising by 0.91% [2][4] - The S&P 500 index fell by 0.11%, and the Nasdaq Composite dropped by 0.82% [2][4] - Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index up 0.2% and the Wande Chinese Technology Leaders Index up 0.27% [2][4] Key News Highlights - The Central Economic Committee held its sixth meeting, focusing on advancing the construction of a unified national market and high-quality development of the marine economy [10][11] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs [14] - A series of national standards were implemented starting July 1, covering various sectors including proton exchange membrane fuel cells and electric vehicle battery replacement stations [16] - SEMI projected a shortage of approximately 1 million skilled workers in the global semiconductor industry by 2030 [17]

Group 1 - The central government emphasizes the need for high-quality development of the marine economy, focusing on top-level design, policy support, and encouraging social capital participation [2] - The meeting highlighted the importance of enhancing independent innovation capabilities in marine technology and fostering leading marine technology enterprises and specialized small and medium-sized enterprises [2] - Key areas for development include offshore wind power, modern deep-sea fishing, marine biomedicine, and creating marine cultural and tourism destinations [2] Group 2 - Recent high-level meetings have consistently prioritized the development of the marine economy, with specific goals set for 2024 and beyond [3] - Various provinces are actively implementing policies to boost marine economic development, with Guangdong and Shanghai leading initiatives to enhance marine industries and attract investment [4] - The northern, eastern, and southern marine economic circles in China are developing distinct advantages based on their resource endowments and industrial foundations [5]

Group 1: Marine Economy Development - The Central Economic Committee emphasizes the need for high-quality development of the marine economy as part of China's modernization strategy, aiming for a unique path of maritime strength [1] - The 2024 marine economy is projected to exceed 10 trillion yuan, accounting for 7.8% of GDP, with a production value of 105,438 billion yuan, reflecting a 5.9% increase from the previous year [1] Group 2: Deep Sea Resources and Technology - The deep sea is identified as a significant resource reservoir, containing polymetallic nodules, cobalt-rich crusts, and large amounts of combustible ice, which are potential clean energy sources [2] - The government report for 2025 highlights "deep sea technology" as a new industry alongside commercial aerospace and low-altitude economy, indicating a commitment to developing this sector [2] - The deep sea technology industry is expected to have a market capacity in the trillion-yuan range, with policies likely to stimulate continued investment and financing opportunities [2] Group 3: Companies Involved in Deep Sea Sector - Companies involved in deep sea equipment include Yaxing Anchor Chain, China Shipbuilding, and Zhenhua Heavy Industries, among others [3] - Deep sea exploration companies include China Marine Defense, Micro Light Co., and Tianhai Defense, focusing on detection equipment and deep-sea robotics [3] - Companies in deep sea information technology include Zhongtian Technology, Huatong Cable, and Hailanxin, which are involved in underwater data centers and related infrastructure [3]