随着传统化石能源带来的环境问题日益凸显，以及能源安全意识的不断提升，开发利用可再生能源 成为各国可持续发展战略的重要组成部分。海洋能是重要的绿色可再生能源，包括潮汐能（含潮差能和 潮流能）、波浪能、温差能、盐差能等，具有可精准预测、就近消纳、清洁低碳等优势，符合我国"双 碳"目标和能源结构转型需求，为沿海地区及海岛提供了重要的能源补充方案。本文通过分析海洋能开 发利用现状，梳理产业链，剖析问题，并以广州市南沙区为例，为沿海地区发展海洋能产业提出针对性 建议。 我国海洋能开发利用的现状图景 我国海域辽阔、岸线绵长、岛屿众多，海洋能资源丰富，具备规模化开发利用海洋能的优越条件， 加快海洋能规模化利用具有重要的战略意义和现实需求。截至2023年年底，我国海洋能总装机规模超过 1.2万千瓦，位居世界第四，海洋能已进入规模化利用和产业化发展的前夕。 在政策层面，我国将海洋能开发纳入《中华人民共和国能源法》等法律体系，从立法层面确立其战 略地位。自然资源部、国家发展改革委等六部门联合出台了《关于推动海洋能规模化利用的指导意 见》，明确提出到2030年海洋能装机规模达到40万千瓦的目标，从顶层设计层面强化了海洋能的战略地 ...

Group 1 - The core viewpoint highlights the resilience and growth potential of China's marine economy, with a reported marine GDP of 5.1 trillion yuan in the first half of 2025, reflecting a year-on-year growth of 5.8%, outpacing the national GDP growth rate [1] - The marine economy's growth is supported by an increase in marine resource supply capabilities, with 167,000 hectares of newly approved marine and island areas activating over 500 billion yuan in investments [1] - Traditional marine industries continue to play a stabilizing role, with the marine shipbuilding industry maintaining a leading international market share and marine tourism showing strong performance [1] Group 2 - Policy support is guiding the direction of marine economic development, with the 2025 Government Work Report emphasizing the application of new technologies and the promotion of deep-sea technology as a strategic emerging industry [2] - Local governments, such as Shanghai, Guangdong, and Fujian, have introduced policies to support marine economic development, indicating a coordinated effort to enhance the sector [2] Group 3 - The digital transformation of the marine economy is unlocking new potential, with digital technologies enhancing efficiency and quality across traditional marine industries [3] - Innovations such as digital twin platforms in shipbuilding and smart logistics models are significantly improving operational efficiency and reducing costs [3] Group 4 - Active investment and financing are crucial for the expansion of the marine economy, which is characterized by high capital intensity and long project cycles [4] - In 2024, marine-related IPO financing is projected to reach 11.4 billion yuan, accounting for 17% of total IPO financing, indicating a robust investment climate [4] - Local initiatives, such as the establishment of industry funds in cities like Fuzhou and Xiamen, are further supporting marine economic development [4]

Core Insights - China's marine economy demonstrated resilience in the first half of the year, with a marine production value of 5.1 trillion yuan, reflecting a year-on-year growth of 5.8% [1] - Traditional marine industries continued to play a stabilizing role, with the marine shipping industry maintaining a leading international market share [1] - Emerging marine industries showed strong growth, with marine engineering equipment deliveries and hand-held order amounts increasing by 39.3% and 9.7% respectively [3] Marine Industry Performance - The marine tourism sector's added value reached 771.8 billion yuan, growing by 8.0% year-on-year [1] - The marine transportation sector exhibited resilience, with marine freight volume and cargo turnover increasing by 5.2% and 6.9% respectively [1] - The domestic marine aquaculture production increased by 4.8% year-on-year, contributing to the "blue granary" initiative [5] Resource and Energy Development - The supply level of marine spatial resources and energy continued to improve, with an additional approved marine and island area of 167,000 hectares, a year-on-year increase of 25.2% [5] - The capacity for marine clean energy supply improved, with offshore wind power generation and newly connected capacity increasing by 2.2% and 199.4% respectively [5] Deep Sea Exploration and Technology - Significant advancements were made in deep-sea exploration and resource development technologies [8] - The National Marine Comprehensive Experimental Field (Deep Sea) was launched in Hainan, supporting deep-sea scientific research and technological innovation [10] - The "Deep Sea No. 1" gas field's second phase project commenced production, marking the completion of China's largest offshore gas field [10] Future Outlook - The Ministry of Natural Resources plans to deepen technological innovation, optimize industrial layout, and stimulate market vitality to achieve qualitative and quantitative growth in the marine economy [12]

Group 1 - In the first half of the year, the newly approved marine and island projects in the country involved an investment of over 500 billion yuan, effectively supporting the demand for major projects and the steady development of the marine economy [1] - The development of emerging marine industries is showing a positive trend, with marine engineering equipment deliveries and hand-held order amounts increasing by 39.3% and 9.7% year-on-year, respectively [1] - Qingdao has released a "Starfish Model" for marine drug research and development, while the megawatt-level generator "Fengjin" has been continuously connected to the grid for over three years [1]

Core Insights - The marine economy has shown resilience and positive growth in the first half of the year, with a total marine production value of 5.1 trillion yuan, representing a year-on-year increase of 5.8% [1] Marine Resource Supply - The capacity for marine resource supply has steadily increased, with a newly approved area for marine and island use of 167,000 hectares, up 25.2% year-on-year, involving an investment exceeding 500 billion yuan [1] - Marine crude oil and natural gas production increased by 2.3% and 16.9% year-on-year, respectively [1] - The capacity and generation of offshore wind power saw significant growth, with new grid-connected capacity increasing by 199.4% and generation up by 2.2% [1] - The construction of the "blue granary" is progressing well, with domestic marine aquaculture production increasing by 4.8% year-on-year [1] Traditional Marine Industries - Major traditional marine industries continue to play a stabilizing role, with the marine shipbuilding industry maintaining a leading position in the international market. The new orders, completed orders, and hand-held orders for marine vessels accounted for 64.0%, 47.2%, and 57.6% of the global total, respectively [1] - The marine tourism sector's added value grew by 8.0%, with the total number of passengers received at national cruise ports increasing by 40.1% year-on-year [1] - The resilience of the marine transportation industry is evident, with marine freight volume and cargo turnover increasing by 5.2% and 6.9% year-on-year, respectively [1] Emerging Marine Industries - The development of emerging marine industries is promising, with the delivery and hand-held order value of marine engineering equipment increasing by 39.3% and 9.7% year-on-year, respectively [1] - Qingdao has launched a "Starfish Model" for marine drug research and development, and the megawatt-level generator "Fengjin" has been continuously grid-connected for over three years [1]