转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院深海科技研究小组发布的《中国海洋经济产业发展状况调研与投 资战略分析报告》 行业主要上市公司：中国船舶(600150.SH);中船防务(600685.SH);振华重工(600320.SH);中海油服 (601808.SH);中国海防(600764.SH);海兰信(300065.SZ);中天科技(600522.SH)等 深海材料由多种高端材料组成 在高压、低温、强腐蚀、黑暗等极端环境的深海领域，材料性能直接决定着开发能力的边界。深海材料 是深海科技突破的"地基"，为深潜装备、探测系统、资源开发平台提供了核心保障，推动着深海探测从 浅海向深渊、从观测向开发的跨越。同时，作为撬动十万亿美元深海矿产资源市场的支点，深海材料的 创新将全面激活深海油气、海底矿产、生物资源等巨大产业潜力，支撑起从装备制造到资源利用的全产 业链发展。深海材料按照其功能作用分类，可分为耐压结构材料(壳体材料)、浮力材料、密封材料、防 护材料(如防腐材料、防护涂层、润滑材料等)、照明材料等类别。按照材料性质，则可分为高强度金属 材料、高分子复合材料、陶瓷基复合材料等类别。深海材料类别如下图 ...

Summary of Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The focus of the conference call is on the **deep sea technology** and **marine economy** sectors, which are gaining significant attention in the market [1][2]. - The marine economy is projected to contribute **10 trillion yuan** to the national GDP by 2024, accounting for **7.8%** of the total GDP, indicating a substantial growth potential [2]. Key Points and Arguments - The government has recognized deep sea technology as a crucial component of the marine economy, emphasizing its role in driving economic growth [2][5]. - The marine economy's GDP contribution is noted to be **11.5%**, positioning it as a new engine for economic growth [2]. - Recent government reports have highlighted the importance of developing new technologies and products in deep sea technology, aiming for large-scale application and demonstration [2]. - The strategic importance of deep sea technology is underscored by historical remarks from national leaders, advocating for the establishment of deep sea research bases and the modernization of marine industries [3][5]. Development Plans and Trends - Coastal provinces are actively releasing development plans for high-quality marine economic growth, such as Shanghai's and Guangdong's recent initiatives [3]. - The marine economy encompasses various sectors, including deep sea technology, marine tourism, and marine fisheries, with a strong emphasis on marine equipment manufacturing and emerging industries [4]. - The deep sea technology sector is identified as a key pillar of the marine economy, with a focus on deep sea materials, equipment manufacturing, and application [5][6]. Equipment and Technological Needs - The development of deep sea technology requires advanced underwater equipment to address the complex challenges of deep sea exploration [7]. - The shipbuilding industry is experiencing a resurgence, with a **13.8%** increase in ship completion volume and a **58.8%** rise in new orders in 2024 [8]. - There is a growing demand for underwater robots and other specialized equipment for deep sea exploration and resource development [8]. Future Opportunities - The integration of digitalization and artificial intelligence in marine industries is anticipated to drive further advancements in deep sea technology [10]. - The establishment of underwater data centers is highlighted as a critical factor for enhancing data security and compliance for domestic and international enterprises [11][12]. - The marine communication sector is expected to grow alongside the expansion into deeper waters, necessitating improved communication technologies [12]. Conclusion - The deep sea technology and marine economy sectors present significant investment opportunities, driven by government support, technological advancements, and increasing market demand [1][2][5].