海洋智能机器人

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上海,重磅发布!万亿级产业迎利好
证券时报· 2025-06-25 07:56
Core Viewpoint - The article discusses the "Shanghai Marine Industry Development Plan (2025-2035)" draft, emphasizing the goal of establishing a world-class shipbuilding and marine engineering equipment industry cluster, with significant growth targets set for 2030 and 2035 [1][3][6]. Summary by Sections Marine Industry Development Goals - By 2030, the added value of the shipbuilding and marine engineering equipment industry is expected to exceed 45 billion yuan, with the localization rate of large LNG carriers reaching over 85% [1][6]. - By 2035, the added value is projected to exceed 70 billion yuan, establishing a leading and internationally influential world-class marine equipment industry cluster [6]. Economic Outlook - The OECD predicts that by 2030, the economic value of the ocean will surpass 3 trillion USD, equivalent to the fifth-largest economy globally [9]. - In China, the marine production value is expected to exceed 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, accounting for 7.8% of GDP [9][10]. Innovation and Infrastructure - The draft proposes a comprehensive innovation initiative for emerging marine industries, focusing on core technology breakthroughs and the establishment of new marine digital infrastructure [5][6]. - Plans include the development of a marine intelligent equipment product matrix, promoting underwater robots and autonomous systems [6]. Policy and Support - The draft aims to enhance the marine regulatory policy framework and increase financial support for the marine industry [7]. - It suggests the establishment of a marine industry development group to coordinate the city's marine industry layout and development [7]. Emerging Industry Trends - The marine economy is seen as a driver for high-end and diversified industrial development, with significant growth in marine engineering equipment manufacturing and deep-sea technology [11][12]. - The government report highlights the importance of deep-sea technology, indicating a strategic focus on its development [11].
利好来了!上海,重磅发布!
券商中国· 2025-06-25 04:39
Core Viewpoint - The article discusses the "Shanghai Marine Industry Development Plan (2025-2035)" which aims to establish a world-class shipbuilding and marine engineering equipment industry cluster, with significant growth targets set for 2030 and 2035 [1][2][4]. Group 1: Industry Development Goals - By 2030, the added value of the shipbuilding and marine engineering equipment industry is expected to exceed 45 billion yuan, with the localization rate of large LNG carriers reaching over 85% [1][4]. - By 2035, the added value of the shipbuilding and marine engineering equipment industry is projected to exceed 70 billion yuan, establishing a world-class industry cluster with strong international influence [4]. - The plan includes the construction of a modern shipping service industry cluster, aiming for Shanghai Port's container throughput and port connectivity index to rank first globally by 2030 [4]. Group 2: Emerging Industry Initiatives - The plan proposes a comprehensive innovation initiative for emerging marine industries, focusing on core technology breakthroughs and the establishment of new marine digital infrastructure [3][4]. - It emphasizes the development of marine intelligent equipment, including underwater robots and autonomous systems, to enhance capabilities in deep-sea exploration and marine operations [4]. Group 3: Economic Potential - The OECD predicts that by 2030, the economic value of the ocean will exceed 3 trillion USD, equivalent to the size of the fifth-largest economy globally [6]. - In China, the marine production value is expected to surpass 10 trillion yuan in 2024, with significant growth in marine industries such as shipbuilding and marine engineering equipment manufacturing [6][7]. - The marine economy is showing positive growth trends, with a reported 5.7% year-on-year increase in marine production value in the first quarter of the year [6]. Group 4: Policy and Support Framework - The plan includes proposals for enhancing the marine regulatory policy framework and increasing financial support for the marine industry [5]. - It suggests the establishment of a marine industry development group to coordinate the city's marine industry layout and development [5].