Core Viewpoint - Guangdong is accelerating its transition from a marine province to a marine power by focusing on deep-sea economic development, driven by technological innovation and strategic planning [3][5][6]. Group 1: Economic Development and Achievements - Guangdong's marine production value is projected to exceed 2 trillion yuan in 2024, accounting for approximately one-fifth of the national total [3]. - The province has made significant advancements in deep-sea exploration and technology, including the successful sea trial of the 6000-meter deep-sea remotely operated vehicle "Haiqin" and the completion of the first domestically designed deep-sea drilling vessel "Dream" [3][4]. - Guangdong's marine emerging industries are expected to achieve a value-added output of 41.1 billion yuan in 2024, with a nominal growth of 8% year-on-year [9]. Group 2: Strategic Focus on Deep-Sea Development - The deep sea is viewed as a new frontier for resource development, with significant untapped resources such as oil and gas fields located in waters deeper than 1000 meters [5]. - The province aims to enhance its marine economy by advancing into the deep sea, which offers vast space for marine industries and alleviates ecological pressure on coastal areas [5][6]. - Guangdong is positioning itself as a leader in deep-sea technology, with over 100 provincial-level marine laboratories and research centers supporting innovation [9]. Group 3: Policy and Planning Initiatives - The "Guangdong Provincial Land and Space Planning (2021-2035)" emphasizes the expansion of deep-sea space for economic development [13]. - Recent policies, such as the "Guangdong Provincial Regulations on Promoting High-Quality Development of the Marine Economy," encourage technological innovation in deep-sea wind power and aquaculture [14]. - The establishment of the Provincial Marine Strong Province Construction Working Committee aims to consolidate efforts for building a robust marine economy [15].

"2024年，公司积极拓展海外市场业务，新增海外订单规模约3GW。2025年公司将坚持'两海'战略纵深 推进，以大海上战略与全球化战略为双翼，以海外市场为新增长极，进一步强化能力中心建设，聚焦重 点目标市场，着力构建国际化产业生态圈。"明阳智能（601615）董事长兼首席执行官张传卫在2024年 度业绩暨现金分红说明会上表示。 2024年，明阳智能实现营业收入约271.58亿元，归属于上市公司股东的净利润约为3.46亿元。其中，风 机及相关配件销售收入208.33亿元，实现风机对外销售10.82GW，销售规模同比增长11.66%；实现新能 源电站发电收入17.29亿元，电站产品销售收入27.92亿元，同比增长34.21%。2025年第一季度，公司实 现营业收入77.04亿元，归属上市公司股东净利润3.02亿元，其中风机制造板块销售收入约56.61亿元， 同比增长101.05%。 张传卫在业绩说明会上表示，在国家"十四五"规划和"双碳"目标引领下，以可再生能源为主体的新型能 源体系正加速构建，2024年可再生能源装机和招标规模均实现新突破。从已披露2024年度业绩的同行业 上市公司经营数据看，行业整体营收增速边 ...