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 ...

Core Viewpoint - On February 2, the companies Danghong Technology and Shenhao Technology signed a strategic cooperation agreement to engage in deep collaboration in areas such as deep-sea robotics [1] Group 1 - The strategic cooperation agreement was signed on February 2 [1] - The collaboration will focus on deep-sea robotics and other related fields [1]

Core Viewpoint - Shandong Future Robotics has successfully completed a multi-billion RMB Series B financing round, indicating strong market recognition of its technological capabilities and growth potential in the deep-sea technology sector [3]. Group 1: Financing and Investment - The Series B financing attracted notable institutions such as Jianyuan Fund, Zhongxin Juyuan, and Wangsu Investment, showcasing confidence in the company's future [3]. - The funds raised will be primarily allocated to the development of next-generation core technologies, expansion of global market channels, and enhancement of large-scale production capabilities [3]. Group 2: Company Background and Market Position - Founded in 2005 and officially registered in 2015, Shandong Future Robotics is the first high-tech enterprise in China to achieve 100% domestic production of core components for deep-sea robots, holding a 60% market share in the domestic deep-sea robot sector [5]. - The company is recognized as a national high-tech enterprise and has received various accolades, including being a "specialized and innovative" small giant enterprise in Shandong Province [5]. - Shandong Future Robotics has mastered key technologies in deep-sea transportation, detection, and strategic resource development, positioning itself as a leader in the deep-sea working ROV and deep-sea excavation equipment industries [5]. Group 3: Business Structure and Operations - The company operates through three business divisions and has four subsidiaries, with projects spanning across 30 provinces in China and several countries including Russia, the UK, France, and Singapore [5].

Core Viewpoint - The Zhejiang Provincial Two Sessions emphasized the importance of advancing marine economic development and building a strong marine province, with a focus on high-quality growth in the marine economy through technological innovation and ecological value transformation [1]. Group 1: Marine Economic Development - The "Youth and Sea" technology innovation team in Ningbo Xiangshan is at the forefront of marine economic development, utilizing technology to create new opportunities for ecological value transformation [1]. - The first national blue carbon auction, initiated by marine ecologist He Congying, has been successfully implemented in Xiangshan, allowing for the monetization of carbon absorption from seaweed cultivation through market transactions [1]. - The "Xiangshan Blue Carbon Digital Map" has been launched, providing clear visibility of coastal carbon sink resources and their potential, facilitating trading recognition among five cities [1]. Group 2: Technological Innovations - The "blue" youth team has made significant advancements in deep-sea operations, developing deep-sea robots capable of performing precise tasks under extreme conditions, which have been utilized in major national scientific research missions [2]. - The team led by Ou Shuhui has developed an "intelligent anti-corrosion system" that breaks a 30-year foreign monopoly, providing real-time monitoring and automatic adjustment of protective currents for marine engineering [3]. - The DH-S dehydrogenation spheronization technology has been developed to recycle waste titanium materials into high-quality powder, achieving nearly 100% raw material utilization and significantly reducing production costs [3]. Group 3: Renewable Energy Support - The team led by Zhu Peilong at Naiseng Electric has developed core technology for 72.5 kV gas-insulated switchgear, addressing the challenges posed by harsh marine environments for offshore wind power projects [4]. - The innovative switchgear products have been successfully deployed in multiple offshore wind and photovoltaic projects, providing robust support for the marine layout of the renewable energy industry [4].

Core Insights - The Guangdong Provincial Government is actively promoting Nansha District as a key player in marine economic development, aiming to establish it as a Southern Marine Science and Technology Innovation Center [1][2] Group 1: Marine Economic Development - Nansha's marine production value is projected to account for 20.6% of the district's total GDP in 2024, indicating a strong focus on marine-led industries and technological innovation [2] - The Nansha Port has an annual throughput exceeding 20 million TEUs and has established over 170 foreign trade routes, enhancing its position in global maritime trade [2] Group 2: Research and Innovation - Nansha has developed a marine science and technology innovation platform characterized by a "1+2+N" structure, which includes the Southern Marine Science and Engineering Laboratory and other key research institutions [1] - The region has successfully launched the first domestically developed deep-sea robot for commercial export, showcasing its advancements in marine technology [2] Group 3: Investment and Infrastructure - A Guangdong (Nansha) Marine Technology Investment Fund with a total scale of 1 billion yuan has been established, with the first project already funded and over 20 quality marine technology achievements in reserve [2] - Nansha has attracted 18 academic teams and 74 experts receiving special government allowances, providing intellectual support for marine economic development [2]

Core Insights - The article highlights the advancements and strategic initiatives in the Nansha District of Guangzhou, focusing on the development of deep-sea technology and innovation-driven industries, particularly in the context of the Guangdong-Hong Kong-Macao Greater Bay Area initiative. Group 1: Deep-Sea Technology Development - Deep Sea Zhiren (Guangzhou) Technology Co., Ltd. is developing a floating deep-sea cable laying robot capable of operating at depths of 3000 meters with centimeter-level precision, marking a significant step towards the commercialization of domestic deep-sea robots for export [1] - The company has received overseas orders and has achieved an order volume exceeding 250 million yuan in the first three quarters of this year [2] Group 2: Innovation and Research - Nansha District is leveraging its geographical advantages and industrial foundation to foster emerging industries, with a focus on high-quality development in shipbuilding and marine engineering [2] - The district has established 22 new research institutions, including the Southern Marine Science and Engineering Guangdong Laboratory, contributing to an annual output value of over 30 billion yuan in the shipbuilding and marine engineering sector [2] Group 3: Collaboration and Technology Transfer - The collaboration between Hong Kong and Nansha is exemplified by the establishment of a technology transfer base, which has incubated over 110 companies, facilitating the transition of research outcomes from Hong Kong to production in Nansha [3] - Nansha has created 15 youth innovation bases to support the development and entrepreneurship of young people from Hong Kong and Macao, with over 3,100 enterprises from these regions currently operating in Nansha [3] Group 4: Regulatory Reforms and Economic Growth - Nansha District has implemented reforms to streamline project approval processes, significantly reducing time and economic costs for new projects [4] - The district has seen an annual growth rate of 21.5% in high-tech enterprises over the past three years, with a notable increase in new industrial investment projects and planned total investments in the first three quarters of this year [5]

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is embracing "All Sports Time" with the opening ceremony of the 15th National Games, showcasing technological innovations like the electric water mist system for the torch lighting [1] - Scene innovation is becoming a new engine for economic growth in China, emphasizing the importance of open collaboration and ecosystem building [1][2] Group 1: Scene Innovation and Economic Growth - Scene innovation is characterized by its integrative nature, combining new technologies, products, and business models to unlock deeper value and experiences [3] - The city of Hefei has launched 431 scene matching activities, resulting in over 1,200 cooperative projects, highlighting the effectiveness of demand-supply matching [2] - The establishment of various alliances, including state-owned enterprises and international collaborations, aims to promote resource sharing and innovation [2] Group 2: Technological Advancements and Applications - The "Flying Sea" model in Nansha, Guangzhou, integrates advanced technologies and resources to enhance deep-sea economic development [4] - The International Advanced Technology Application Promotion Center is facilitating the integration of major scientific infrastructure to support innovation in deep-sea applications [4][5] - The Guangdong region is leading in innovation, with initiatives like allowing L4 autonomous vehicles to operate without safety personnel, paving the way for commercial applications [5] Group 3: Regulatory and Institutional Framework - Effective scene cultivation requires not only infrastructure development but also regulatory and policy innovations to create a supportive environment for innovation [6] - The need for collaboration between effective markets and proactive government is emphasized to address uncertainties in scene development [5][6] Group 4: Urban Scene Innovation Practices - As of mid-2024, 65 cities in China have engaged in scene innovation practices, reflecting a significant increase and evolution in this area [7] - The transition from isolated actions to a more systematic approach in scene cultivation is noted, with a focus on integrating local resources and strengths [7][8] - Different cities have unique scene resource potentials based on their industrial foundations and consumer dynamics, necessitating tailored approaches to scene development [8]

Core Insights - The implementation opinions emphasize the need for local regions to explore and cultivate early-stage scenarios, aiming to create a robust ecosystem for new industries and business models in Guangzhou [1][4] - Guangzhou has identified four key areas for initial focus: clean energy, modern seed industry, all-space unmanned systems, and deep-sea development, integrating scenario cultivation into urban industrial development [1][3] Group 1: Clean Energy - Guangzhou aims to build a cross-regional collaborative demonstration scenario for the hydrogen energy industry, with a local hydrogen production capacity exceeding 7,000 tons by October 2025 and 17 hydrogen refueling stations established [1] - The city is actively participating in mixed-ownership reform with Guangdong Baohydrogen Technology Co., leveraging by-product hydrogen from the steel industry to create a broader hydrogen energy scenario [1] Group 2: Agricultural Technology - Guangzhou has made breakthroughs in key variety breeding and industrialization, establishing a digital breeding technology system for pigs that serves 75% of national core breeding farms, and has undertaken 91 projects with financial support of nearly 120 million yuan [2] - The city has registered over 700 new national agricultural plant varieties, showcasing its strength in agricultural innovation [2] Group 3: Unmanned Systems - Guangzhou is exploring cross-space collaborative operation standards and regulatory models, with over 4,000 enterprises in the low-altitude economy sector, covering the entire industrial chain from core component development to application [2] - The city has established a comprehensive unmanned system management platform, integrating various unmanned devices for operational efficiency [2] Group 4: Deep-Sea Technology - Guangzhou has released a "10+10" supply-demand application scenario list in the deep-sea sector, attracting high-tech companies and achieving breakthroughs in commercial orders for deep-sea robots [3] - The city is advancing towards becoming a "vertical model capital" with 56 registered AI models across nine fields, including smart cities and intelligent manufacturing [3] Group 5: Future Initiatives - Future measures include enhancing scenario construction as a major reform tool, creating a layered and categorized mechanism for scenario openness, and promoting the market-oriented allocation of key elements [4] - The city aims to establish a supportive environment for scenario innovation and deepen the reform of the business environment to position Guangzhou as a national hub for scenario innovation [4]

Core Viewpoint - Ningbo Fangzheng plans to enter the deep-sea robotics sector through a strategic partnership with Shandong Future Robotics, aiming to enhance its core competitiveness and align with national industrial policies [1][2]. Group 1: Strategic Cooperation - The strategic cooperation agreement between Ningbo Fangzheng and Future Robotics will last for three years, focusing on joint development in the industrial robotics field [1]. - The collaboration will involve specific cooperation in components, technology research and application exploration, and market development [2]. Group 2: Market Potential - The Chinese government has identified "deep-sea technology" as a key area for emerging industries, with the marine economy surpassing 10 trillion yuan, indicating significant market potential [2]. - Deep-sea robots, including AUVs, ROVs, and UUVs, are crucial for various applications such as offshore wind power, deep-sea mining, and underwater communication [2]. Group 3: Company Background - Future Robotics, established in 2005, specializes in work-class robots and deep-sea engineering equipment, with a diverse range of applications in underwater operations [3]. - The company recently completed a strategic financing round, raising several hundred million yuan, with notable investors including China National Petroleum Corporation and other capital firms [3][4]. Group 4: Financial Performance - Future Robotics reported projected revenues of 276 million yuan and net profits of 97.18 million yuan for 2024, with a significant order backlog extending to 2026 [4]. - The company aims to achieve an annual output value exceeding 500 million yuan in 2025, indicating strong growth prospects [4].

Core Viewpoint - The news summarizes important announcements from various companies, highlighting strategic partnerships, financial performance, and stock trading activities. Group 1: Strategic Partnerships - Ningbo Fangzheng signed a strategic cooperation agreement with Shandong Future Robotics, focusing on deep-sea robot business, including R&D, production, and commercialization of mechanical components [3] - Yiyi Co. plans to acquire 100% equity of Hangzhou Gaoye Family Pet Food Co., indicating a strategic move into the pet food market [5] Group 2: Financial Performance - WuXi AppTec reported a net profit of 12.076 billion yuan for the first three quarters, a year-on-year increase of 84.84% [8] - Yilian Network's net profit for the first three quarters was 1.958 billion yuan, a year-on-year decrease of 5.16% [9] - Huace Testing achieved a net profit of 812 million yuan for the first three quarters, reflecting a year-on-year growth of 8.78% [10] - Zhenghai Magnetic Materials reported a net profit of 115 million yuan for the third quarter, a significant year-on-year increase of 189.72% [12] - Zhongtung High-tech's net profit for the third quarter was 335 million yuan, a year-on-year increase of 36.53% [13] Group 3: Stock Trading Activities - Chang Aluminum stated that its stock price had deviated significantly, but confirmed that there were no undisclosed major matters [4] - Yiyuan Technology's shareholder plans to reduce holdings by up to 1.53% of shares due to funding needs [18] - Bixing Wulian's shareholder intends to reduce holdings by up to 3% of shares for operational needs [19] Group 4: Major Contracts - Jushen Co. signed an alumina ore transfer agreement, which is expected to positively impact future financial performance [15] - Hengyu Environmental Protection signed a sales contract worth 14 million USD (approximately 99.7 million yuan) for an industrial tire pyrolysis production line [16]