方案提出，培育壮大海洋新兴产业，加快海洋油气矿产增储上产，开展重点区域"多气合采、多能利 用"潜力评价和深海油气田开发关键技术研发，积极推进重点海域天然气水合物生产性试采。做大海洋 新能源产业，谋划推进海上风电制氢制醇及加注一体化示范工程。发展特色化海洋工程装备产业，健全 深海油气装备测试能力，推动钻井仪、水下采油树与高附加值油服产品本地生产。提升海洋科技创新能 力，打造"智慧海洋"深海科技创新策源地、测试中试生产性服务平台。 海南省要求，到2027年，旅游业、现代服务业、高新技术产业、热带特色高效农业四大主导产业增加值 占GDP比重70%左右，现代服务业增加值占GDP比重接近30%。科技创新和产业创新深度融合，力争 2027年全省R&D经费投入强度达到1.8%，高新技术产业增加值占GDP比重超17%。 据海南省政府网8月4日消息，《海南省加快构建具有特色和优势现代化产业体系三年行动方案 (2025- 2027年)》近日印发。其中提到，到2027年，全省石化新材料产业产值突破1600亿元。 海南将提质升级石化新材料产业。充分释放原油进口"定企业、定品种、定数量"政策红利，促进产业链 上下游物料互供循环，加快形 ...

这套装备从设计、制造、集成、测试全部在威飞完成，具有自主知识产权，首台套研发国产化率达超过了90%。在此之前，我国海上油 气田所用的水下采油树全部依赖进口，是一项"卡脖子"技术，采购和维修费用非常高昂。现在威飞打破了垄断，是除了美国三家制造公 司外唯一的一家能够设计生产制造水下采油树并投入工程化应用的公司，已经在渤海和南海油田工程化应用11口井，首批两棵水下采油 树在渤海油田成功运行三年，单井产气量达31万立方米/天，一天产量可满足1500个家庭1年的使用需求。得到了中海油的高度认可和院 士专家组的高度评价。 7月30日，东营市政府新闻办举行第一场"产业链上的山东好品牌"系列现场记者见面会，威飞海洋装备制造有限公司董事长隋中斐介绍 了"水下采油树"的研发生产过程。 现在威飞海洋装备制造有限公司还要挑战更深海域，2023年开始研发1500米级深水水下采油树，目前已进入集成测试阶段进展顺利，另 外又在布局2000米超深水水下采油树研发。下一步，威飞将继续秉持"让海洋油气能源的获取更高效、更安全、更智能"的使命，努力实 现海洋油气水下生产系统装备完全自主可控，将威飞制造的"水下树"，布满中国各个海域油田，进而走向全 ...

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The deep-sea industry is recognized for its vast resource potential and strategic importance, with significant government support anticipated for deep-sea technology development [3][16] - Deep-sea resources, particularly energy and mineral resources, are abundant, with deep-sea areas becoming major contributors to global oil and gas reserves [18][22] - The development of underwater technology and equipment has made significant progress, laying the foundation for deep-sea resource exploitation [35][50] Summary by Sections Section 1: Deep Sea as a Resource and Strategic Area - The deep sea, defined as waters below 200 meters, constitutes about two-thirds of the ocean floor and is rich in biological and mineral diversity [3][10] - China's total marine area is approximately 4.73 million square kilometers, with significant deep-sea regions in the South China Sea and East China Sea [12][16] - The government has prioritized deep-sea technology in its 2025 work report, indicating future policy support for this sector [16][18] Section 2: Civilian Sector - Breakthroughs in Underwater Technology and Resource Development - Underwater technology encompasses exploration, construction, oil and gas extraction, and mineral development, with recent advancements in various equipment [35][50] - The core sensor for deep-sea exploration is sonar, which is essential for environmental monitoring and resource assessment [37][39] - The development of underwater mining technology is progressing, with successful trials and increasing industrialization potential for oil, gas, and mineral resources [59][70] Section 3: Deep-Sea Warfare - Underwater Defense Capabilities - The deep sea offers a large, concealed operational space, making it strategically significant for military operations [74] - The underwater defense system includes both infrastructure and equipment, with a focus on unmanned systems for various military tasks [74][75] - There is an urgent need for China to enhance its underwater defense capabilities, with new technologies and equipment being introduced [74][75]