「50个技术赛道，50家创业公司」是一档聚焦前沿科技领域创新力量的深度探索栏目。我们 以全球视野扫描新兴技术趋势，每期深入一个细分技术赛道，挖掘最具颠覆潜力的创业公 司。呈现技术的商业价值，展示创新者的先锋姿态。 本文为第七篇。 当所有人都仰望着SpaceX把人类带进深空时，另一群人正执着于探索地球最深的海底。 近日，未来机器人完成了数亿元的战略轮（A轮）融资。投资方包括中石油昆仑资本在内的多家国内知 名产业基金，万创投行担任独家财务顾问。这笔资金将主要用于核心技术研发、市场拓展及产业化布 局。 借此机会，我们有幸与未来机器人创始人及CEO陶泽文，进行了一次深度对话。探讨企业如何突破深海 技术瓶颈、实现国产替代，并在激烈的国际竞争中脱颖而出。 以下为创投家与陶泽文对话全文，略有删改： 全球90%的海域水深超过1000米，这片人迹罕至的幽蓝之下，沉睡着丰富的油气资源、珍贵的矿产与独 特的生物群落，构成地球上最具潜力的资源宝库。 然而，人类对深海的探索步伐却显得格外迟缓。即便借助全球最顶尖的装备，人类通过饱和潜水技术所 能抵达的最大深度，仍停留在海平面下300米——这已是当前技术的极限。当深度突破300米，黑暗高 ...

Core Viewpoint - The article emphasizes the importance of high-quality development of the marine economy in China, highlighting the need for innovation, efficient collaboration, industrial upgrades, and harmonious human-ocean relationships to build a strong marine nation [1][2]. Marine Economic Development - China's coastline spans over 18,000 kilometers, with a vast marine area of approximately 3 million square kilometers, serving as a strategic space and resource treasure for economic development [2]. - The marine economy has evolved from traditional fishing to a comprehensive approach that includes various sectors such as marine fisheries, shipbuilding, and deep-sea resource utilization [2]. - By 2024, China's marine production value is expected to exceed 10 trillion yuan, more than doubling since 2012, with significant shares in global shipping and marine equipment markets [2]. Integration of Marine Industries - The integration of marine industries is evident in the development of port infrastructure and the promotion of coastal industries, with projects like the construction of large-scale wind turbine blades in Shandong [3]. - Shandong aims to enhance its port services and develop high-end shipping services, transitioning from a "port cluster" to an "urban cluster" [3]. Marine Technology and Innovation - China has made significant advancements in marine technology, including the launch of its first domestically produced aircraft carrier and deep-sea exploration vehicles [5]. - The government is focusing on overcoming technological shortcomings and promoting the transformation of traditional marine industries while fostering emerging sectors like offshore wind energy and marine biotechnology [6]. Sustainable Marine Development - The article discusses the importance of sustainable marine development and global cooperation, with China actively participating in international marine governance and ecological protection efforts [8][9]. - Initiatives such as the establishment of the "Ocean Decade" China Committee and various training programs for developing countries highlight China's commitment to global marine collaboration [9]. Future Directions - The article outlines plans for the future, including the promotion of new marine production capabilities and the development of a modern marine industry system [7][10]. - Emphasis is placed on the need for tailored strategies for different marine areas and the integration of marine cities, industries, and ports to achieve high-quality marine economic development [4].

Core Viewpoint - Huangpu District is accelerating the development of the deep-sea industry, aiming to become a core force in the Guangdong-Hong Kong-Macao Greater Bay Area's deep-sea economy through strategic initiatives and leveraging its strong industrial foundation and research resources [5][11]. Group 1: Industrial Foundation - Huangpu District hosts over 40 shipbuilding companies, including Guangzhou Shipyard International and Huangpu Wenchong, making it one of China's three major shipbuilding bases [7]. - The district has made significant advancements in deep-sea equipment manufacturing and marine engineering, with notable projects such as the "Dream" deep-sea drilling vessel, which has a maximum drilling depth of 11,000 meters and is the largest scientific research vessel in China [7]. - Research institutions like the South China Sea Institute of Oceanology and the Guangdong Intelligent Unmanned Systems Research Institute are based in Huangpu, contributing to deep-sea exploration and technology development [8]. Group 2: Challenges - The deep-sea industry in Huangpu faces challenges such as the need to enhance industrial scale and supply chain completeness, particularly in high-end fields like deep-sea equipment manufacturing and resource development [10]. - There is a low efficiency in the transformation of scientific innovation, with insufficient collaboration between universities, research institutions, and enterprises, leading to many research outcomes remaining unutilized [10]. - The precision of special policies and the adequacy of infrastructure, such as marine data centers, require improvement to better support the deep-sea industry [10]. Group 3: Strategic Initiatives - Huangpu District has outlined a development path focusing on policy support, infrastructure, innovation, and talent acquisition to address the challenges faced by the deep-sea industry [11]. - The district plans to establish a deep-sea technology industrial core area and attract upstream and downstream enterprises by creating dedicated industrial parks and enhancing the industrial chain [12]. - A collaborative innovation system will be established to integrate government, industry, academia, and research, aiming to create a national-level innovation and governance demonstration platform [13].

Core Insights - The first Guangzhou Marine Technology Innovation Industry Development Conference was held on June 6, showcasing advancements in five major marine economic sectors: port, shipping, energy, pharmaceuticals, and tourism [1] - The conference emphasized Guangzhou's commitment to leveraging technological innovation for high-quality development in the marine economy, aligning with the national marine power strategy [1][2] Group 1: Platform and Integration - The "Guanghaihui" platform was launched as the first national marine "government-industry-academia-research-finance" exchange platform, integrating resources across enterprises, policies, land, investment, and research [2][3] - This platform aims to promote the integration of innovation chains, industry chains, capital chains, and talent chains in the marine economy, utilizing AI technology for precise matching of needs [3] Group 2: Historical Context and Future Vision - Guangzhou has a rich maritime history, with over 1,800 years of maritime trade and significant advancements in shipbuilding and marine research [2] - The 2024 national approval of Guangzhou's urban planning highlights its designation as a "modern city with marine characteristics," reinforcing its mission to explore and develop marine resources [2] Group 3: Project Showcases and Collaborations - The conference featured 20 cutting-edge projects demonstrating Guangzhou's marine technology innovation capabilities, with 11 cooperation agreements signed, including 4 strategic and 6 investment-related projects [4][6] - Notable projects included a marine microbial mineralization anti-corrosion technology and a floating energy island that integrates wind, solar, and wave energy collection [4][5] Group 4: Standardization and Future Directions - A joint initiative was launched to develop testing standards for underwater robots, addressing gaps in deep-sea intelligent systems and promoting standardization in the industry [6] - The agreements also focus on long-term collaborations in high-end marine equipment manufacturing, marine electronic information, and deep-sea technology research [5][6]

Investment Rating - The report maintains an "Accumulate" rating for the mechanical equipment industry [1] Core Insights - The government work report has introduced "deep-sea technology" for the first time, indicating a potential acceleration in industry development. Policies supporting marine economy and deep-sea technology have been rolled out in various regions [1] - Deep-sea resources are abundant, and the shift from shallow to deep-sea economic development is a definitive trend. The report highlights the significance of oil and gas resources, particularly in deep water, where the breakeven points for deep and shallow oil fields are $43 and $37 per barrel, respectively [1] - The marine economy is projected to reach a total production value of 10.5 trillion yuan in 2024, with a year-on-year growth of 5.9%, accounting for 8% of the national GDP. The shipbuilding industry is expected to grow by 15% year-on-year, while marine engineering equipment is projected to grow by 9% [2] Summary by Sections Government Policy and Industry Development - The introduction of "deep-sea technology" in the government work report is expected to enhance support for innovation and technology iteration in related industries [1] - Various regions have begun implementing policies to support the development of the marine economy and deep-sea technology [1] Resource Potential and Economic Trends - Deep-sea technology encompasses complex applications across various disciplines, with significant military-civilian integration [1] - The report emphasizes the rich resources in deep-sea areas, including oil and gas, mineral resources, and biological resources, which are becoming increasingly important as land and near-shore resources become depleted [1] Investment Opportunities - The report suggests focusing on high-quality marine equipment companies with solid fundamentals, such as China Shipbuilding, CIMC, and others, which are expected to benefit from the accelerating industry development [2] - Specific recommendations include companies involved in FPSO, drilling platforms, and deep-sea robotics, among others [2]

政府工作报告首提"深海科技"，上市公司掘金万亿 新蓝海 深海通常指水深超过200米的海域，具备高压、低温、无光等极端环境特征，其丰富的能源、矿产及生 物资源具有重大经济价值。"深海科技"则指用于探索、开发和利用深海资源以及研究深海环境的一系列 先进技术与装备，包括深海探测技术、深海资源开发技术、深海通信与导航技术及深海工程技术。 近年来，随着海洋强国战略的深入推进，海洋经济持续释放"蓝色引擎"驱动力。自然资源部海洋战略规 划与经济司2月24日发布的《2024年中国海洋经济统计公报》显示，2024年，全国海洋生产总值达 105438亿元，较上年增长5.9%，呈现出强劲发展势头。2025年《政府工作报告》提出，"大力发展海洋 经济，建设全国海洋经济发展示范区"。而深海科技作为海洋经济与科技创新的前沿领域，其重要性不 言而喻。 相较于2021年"深海工程"、2023年"深海深地探测"的表述，2025年《政府工作报告》首次将"深海科 技"列入新兴产业重点领域，与商业航天、低空经济并列，充分彰显了国家对发展深海科技的重视程 度。西部证券认为，政策表述的变化，标志着深海科技从科研探索向产业化应用的战略转型。 深海科技战略 ...