2026年以来，我国深海科技领域捷报频传，发展势头强劲。期间，多家上市公司披露业绩预增公告，同时在战略合作、产能 扩张、应用场景拓展等方面动作不断，为行业发展注入强劲动能。 在业内人士看来，当前我国深海科技产业正从政策驱动迈向市场与技术双轮驱动的发展新阶段，在深海资源勘探开发、海洋 装备高端制造等领域的价值持续凸显。 海兰信（300065.SZ）预计2025年归母净利润为4000万元至6000万元，同比增幅达387.47%至631.2%。对于业绩大幅增长，该 公司表示，主要得益于公司持续落实"精品战略"，通过提升自主产品占比、优化采购策略，有效推动毛利率提升。同时，该 公司在海底数据中心领域的先发优势，构建了核心技术壁垒，三亚崖州湾项目的成功中标，进一步巩固了其在海洋观探测领 域的行业影响力。 整体来看，随着技术成熟与需求释放，深海科技产业正进入"订单落地、产能释放、生态完善"的良性循环。 大金重工（002487.SZ）预计同期归母净利润达10.5亿元至12亿元，同比增幅121.58%至153.23%，大金重工表示，公司在海外 海上风电市场交付项目的数量和金额均实现快速增长，更高的产品建造标准带来更高的附加值 ...

格隆汇2月25日丨工商银行(601398.SH)在互动平台表示，我行密切关注海底数据中心等新技术发展与行 业实践，目前暂无海底数据中心的建设规划。 ...

Group 1 - The company is closely monitoring the development of new technologies such as underwater data centers and their industry applications [1] - Currently, there are no plans for the construction of underwater data centers by the company [1]

该项目实现三大核心创新。一是利用海水作为天然冷源，通过"动力热管+高效海水自然冷却"技术 直接利用周边低温海水进行换热，降低机械制冷损耗，彻底摆脱淡水冷却依赖。二是数据中心直接接入 临港海上风电场，通过光电复合电缆实现"风电直连"，构建"发电—输电—计算"零距离协同模式，大幅 降低输电损耗，绿电直接供给率超过95%，真正实现绿色低碳运行。三是将数据中心部署于海底，节省 90%以上陆地空间，释放沿海宝贵土地资源，为高密度城市提供可持续算力解决方案。 上海临港海底数据中心示范项目。海兰云供图 打造国际数字枢纽 海底数据中心可支持人工智能、5G、工业互联网及跨境电商等产业发展，站在了数字时代与海洋 经济交汇点。与"东数西算"工程相比，"陆数海算"工程紧靠沿海发达地区，数据处理传输用时更短，响 应更快。 近日，我国首个实现"海上风电直连+海水自然冷却"的海底数据中心示范项目在上海临港正式投产 运行。该项目由上海海兰云科技有限公司牵头，联合中国电信上海公司、申能集团、上海仪电集团、中 交三航局等多家单位共同建设。这座海底数据中心，不仅利用海水作为冷源，还叠加了风电的绿色能 源，产业规模、技术性能和商业价值得到进一步提升 ...

Core Insights - The underwater data center in Shanghai represents a significant advancement in green computing, utilizing offshore wind energy to power its operations, thus reducing reliance on traditional fossil fuels [1][3] - This project addresses the challenges faced by large cities like Shanghai regarding land and energy consumption, providing a solution that allows for the establishment of data centers without occupying valuable land [3][5] - The successful implementation of this concept demonstrates the commercial viability of innovative technologies in the green infrastructure sector, positioning China favorably in the global dialogue on sustainable development [5][6] Group 1: Technological Innovation - The Shanghai Lingang project connects directly to an offshore wind farm, allowing it to operate primarily on clean energy, significantly reducing its carbon footprint and energy costs [3][6] - The data center boasts an energy efficiency ratio of below 1.1, which is considerably better than the industry average, leading to annual savings of 61 million kilowatt-hours [3][8] - The use of seawater for cooling not only reduces operational costs but also minimizes equipment failure rates, enhancing overall reliability [3][5] Group 2: Market Implications - The project is seen as a benchmark for future developments in other coastal provinces such as Guangdong, Zhejiang, and Shandong, with industry experts closely monitoring its first full-year operational report [8] - The competitive landscape is shifting as global tech giants like Google and Amazon seek to lower data center energy consumption, with China's underwater model potentially influencing other countries with extensive coastlines and wind resources [6][8] - The project has sparked interest in the entertainment industry, with studios exploring underwater data center services for data security and privacy, indicating a growing market for such innovative solutions [9] Group 3: Future Prospects - The initial high investment costs of underwater data centers must be justified by long-term energy savings and land use efficiency for widespread adoption [8] - Ongoing challenges include managing extreme marine weather conditions and long-term corrosion resistance, which will require continuous technological advancements [8][9] - The concept of "underwater computing tourism" has emerged, suggesting potential for public engagement and interest in these advanced infrastructures [9]

Core Viewpoint - The world's first underwater data center utilizing "offshore wind direct connection" technology has officially commenced operations in Shanghai Lingang, marking a significant breakthrough in the integration of artificial intelligence infrastructure, marine energy utilization, and marine engineering in China [1][3]. Investment and Project Overview - The total investment for the Shanghai Lingang underwater data center project is 1.6 billion yuan, with a total construction scale of 24 megawatts planned in two phases. The first phase, now operational, has a construction scale of 2.3 megawatts [3]. - The project innovatively combines "offshore wind power direct connection" and "natural seawater cooling" technologies, achieving a PUE (Power Usage Effectiveness) of no more than 1.15 and a green electricity supply rate exceeding 95% [3]. Design and Engineering Innovations - This underwater data center is the first of its kind to integrate "offshore wind power direct connection" and "natural seawater cooling" technologies, facing complex marine conditions that traditional designs cannot accommodate [4]. - The design team has created a new structural model for the underwater data center, utilizing a "cylindrical vertical structure" for the data cabin, which enhances internal usable space and reduces wave impact, significantly improving overall stability [6]. Construction and Installation Achievements - The construction team employed innovative welding techniques, achieving a one-time pass rate of 98.6% during the welding of the conduit frame, demonstrating high precision and quality control [8]. - The installation process involved a complex underwater operation, where the data cabin was successfully submerged and precisely aligned with the underwater steel piles, achieving "zero deviation" during the critical installation phase [11].

Group 1 - The company is actively promoting its underwater data center business in conjunction with offshore wind power [1]

Core Viewpoint - The construction of underwater data centers is expected to reshape the future of smart cars by addressing the increasing computational demands of the automotive industry, particularly in the context of autonomous driving and vehicle-to-everything (V2X) communication [4][9]. Group 1: Underwater Data Centers - The Guangdong Province has issued an action plan to promote the integration of the digital economy with the marine industry, including the exploration of underwater data centers [3]. - Underwater data centers utilize advanced technologies to ensure the safe operation of servers under high pressure, connecting to shore stations via underwater optical cables for stable power supply and high-speed data transmission [7][8]. - These centers can significantly reduce operational costs by over 40% due to lower cooling requirements and do not occupy valuable land resources, addressing the scarcity of land in urban areas [8]. Group 2: Computational Demands of Smart Cars - Smart cars, especially those with Level 3 autonomous driving capabilities, require substantial computational power, processing data at rates of several gigabytes per second [5]. - Traditional land-based data centers face limitations in energy consumption and land availability, making them less suitable for the growing demands of the smart automotive sector [6]. Group 3: Benefits of Underwater Data Centers for Smart Cars - Underwater data centers can provide low-latency computing support, reducing data transmission delays to an average of 14 milliseconds, which is critical for real-time decision-making in autonomous driving [9]. - The integration of underwater data centers with offshore wind power can create a sustainable ecosystem that supports the smart automotive industry while promoting carbon neutrality [10]. - Future developments may lead to a "vehicle-road-cloud-sea" collaborative smart transportation system, enhancing traffic flow optimization and personalized travel services [10].

Core Viewpoint - Zhuhai is leveraging its marine advantages to develop "new marine infrastructure" through a systematic "985" work framework aimed at unlocking the potential of its blue territory [1][2]. Group 1: Functional Islands Development - The "985" work framework includes the development of nine functional islands categorized into innovation, information, and integration types [2]. - Innovation islands will feature a technology demonstration island, marine equipment island, green building materials island, and comprehensive energy island, showcasing advanced marine technologies and sustainable practices [2][3]. - Information islands will focus on building a seabed data center as part of a computing infrastructure, capitalizing on natural cooling from seawater and proximity to offshore wind farms [3]. - Integration islands will include emergency and cold chain storage facilities, an ecological tourism platform, a marine center for industry services, and multifunctional floating islands for various marine applications [3]. Group 2: High-Energy Marine Platforms - Eight high-energy marine platforms will be established, including a national marine comprehensive testing ground and a future marine ranch demonstration area, enhancing marine technology and smart aquaculture [4]. - The platforms will support various emerging industries, including a comprehensive service hub for yachts and a marine big data application center to coordinate marine data resources [4]. Group 3: Support Systems - Five support systems will be implemented to strengthen top-level design and mechanism guarantees, including a special leadership group, expert advisory committee, and investment cooperation fund to attract social capital [5]. - The marine development strategy aims to position Zhuhai as a leader in marine innovation, contributing significantly to the city's high-quality development [5].

Core Insights - The rapid development of Hainan's digital economy is highlighted, with the number of core industry enterprises increasing from 256 to 499 since the start of the 14th Five-Year Plan, and projected revenues exceeding 200 billion yuan in 2024 and 230 billion yuan in 2025 [1] Group 1: Infrastructure Development - Hainan has established a "data highway" with the completion of undersea cables, significantly reducing internet latency to as low as 7.8 milliseconds, enhancing communication and operational efficiency for businesses [2] - The world's first commercial underwater data center is operational in Hainan, improving energy efficiency by approximately 40% compared to land-based data centers, thus attracting high-demand computing tasks [4] Group 2: Digital Trade and Services - The digital trade volume in Hainan is expected to reach 28.79 billion yuan in 2024, marking a year-on-year growth of 44.5% [4] - Hainan's game export public service platform has facilitated the entry of 63 companies and over 201 games into international markets, with more than 10 million overseas registered users [5][6] Group 3: Policy and Regulatory Environment - Hainan's transparent regulatory framework is a key factor attracting businesses, with recent legislative measures ensuring the safe and orderly flow of data, thus reducing compliance costs for enterprises [8] - The establishment of a negative list for data export management in 2025 allows for the free flow of data outside the list without the need for filing, further enhancing the business environment [8] Group 4: Future Prospects - Hainan is set to officially close its borders on December 18, 2025, which is expected to further liberalize financial policies and facilitate easier capital flow for small and medium enterprises [9] - The ongoing exploration of a data governance model that balances security and international trade rules positions Hainan as a burgeoning hub for digital trade [9]