行业报告 | 行业点评 国防军工 证券研究报告 海洋攻防装备建设加速，海洋资源勘采蓄势待发 事件： 2025 年 7 月 1 日，中央财经委员会第六次会议强调，推动海洋经济高质量 发展，要提高海洋科技自主创新能力，强化海洋战略科技力量，做强做优做大海洋 产业。我们认为，我国海洋经济向质量效益型转变，推动海洋经济高质量发展已成 为建设海洋强国的重要内容，相关政策持续推动深海科技技术研究，海洋资源勘探 开发，海洋安全防务等领域有望进一步受益于海洋经济高质量发展。 深海作战成为全球焦点，水下装备推动产业链建设 深海作战是在传统武器装备无法涉及的深海区域，通过有人/无人作战平台进行的态 势感知、指挥控制、反潜反舰、对岸对空打击、特种作战等多种深海作战任务，进 而夺取制深海权和以深制海。伴随深海资源的争夺加剧，全球深海区域军事化发展 加速。 海洋底部蕴藏多种金属矿产，主要包括多金属结核、多金属硫化物、富钴结壳和深 海稀土四种，此外油气资源丰富，已成为我国及全球油气增产的最大来源。我国关 键矿产资源安全形势严峻，镍、钴、锂对外依存度均处于较高程度，欧美等国在矿 产战略中将中国定位为竞争对手，白宫已宣布越过国际海管局加速审 ...

Core Viewpoint - The exhibition celebrating the 35th anniversary of the China Ocean Mineral Resources Research and Development Association showcases significant achievements in deep-sea exploration and technology development, highlighting China's commitment to marine resource management and international cooperation in ocean governance [1][4][7]. Group 1: Exhibition Overview - The exhibition features models of deep-sea submersibles such as "Jiaolong," "Deep Sea Warrior," and "Fendouzhe," attracting numerous visitors [1][3]. - It is organized into four thematic sections: "Dreams of Deep Sea Exploration," "Connecting Deep Sea," "Strengthening Marine Power," and "Exploring the Future of the Sea," displaying nearly a hundred physical exhibits and numerous educational images [1][3]. Group 2: Achievements and Contributions - Over the past 35 years, the China Ocean Association has focused on developing new sources of national resources, safeguarding deep-sea rights, advancing deep-sea technology, and contributing to global wealth [3][4]. - The association has successfully explored polymetallic sulfides and cobalt-rich crusts in regions like the Southwest Indian Ocean and the Western Pacific [4]. Group 3: Technological Advancements - The association has made significant technological breakthroughs, including the "Jiaolong" submersible reaching depths of 7,000 meters and establishing a collaborative deep-sea exploration system known as the "Three Dragons" [6]. - China's deep-sea technology has transitioned from "catching up" to "leading" in certain areas, demonstrating substantial progress in deep-sea equipment [6]. Group 4: International Collaboration - The association actively participates in international ocean governance, contributing to initiatives like the "Ocean Decade" and promoting the balance between resource development and environmental protection [4][6]. - It has initiated several major scientific programs, including the discovery and protection of deep-sea habitats and the study of global seabed ecosystems, enhancing China's role in global marine science [6]. Group 5: Future Aspirations - The exhibition aims to bridge the gap between science and the public, fostering innovation and inspiring future generations to engage in marine exploration [7].