Core Insights - The deep-sea technology sector in China is expected to see significant advancements and growth by 2026, driven by policy guidance and market demand, focusing on "technological iteration" and "industrialization" [5][11] Group 1: Industry Developments - Shandong Future Robotics has secured two contracts for underwater robots capable of operating at depths of 3,500 meters, indicating strong demand for high-end equipment in the sector [6] - Shenzhen Qianxing Innovation plans to significantly increase the production of underwater robots, with expected revenue surpassing 300 million yuan in 2026, reflecting a doubling of industry-level product shipments [6][7] - The underwater robotics market is seeing a shift towards commercial applications, with nearly 70% of products being exported overseas, and companies are focusing on various application scenarios in energy and underwater infrastructure [7] Group 2: Investment Trends - The deep-sea technology sector is attracting diverse capital sources, with ongoing C+ round financing efforts and total financing exceeding 300 million yuan for some companies [8] - The "Marine Equipment" sector has seen a 7.95% increase in stock prices since the beginning of the year, with notable gains in companies like Jili Sogou and Hailanxin [8] - Experts predict that the deep-sea technology sector will continue to attract investment, particularly in high-pressure materials and resource development equipment, which are expected to yield stable returns [9][10] Group 3: Regional Development Strategies - Various provinces in China are outlining differentiated development paths for deep-sea technology, with regions like Zhejiang and Hainan focusing on marine electronics and high-end equipment clusters [10] - The emphasis is on expanding resource development from land to ocean and from nearshore to deep-sea areas, with specific plans laid out by provinces such as Guangdong and Fujian [10] - 2026 is anticipated to be a pivotal year for the deep-sea technology industry, transitioning from isolated breakthroughs to collaborative development, forming a "deep-sea economic corridor" [11]