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投资策略专题:深海科技:贯穿下半年的强主题机会
KAIYUAN SECURITIES· 2025-07-05 07:12
2025 年 07 月 05 日 深海科技——贯穿下半年的强主题机会 策略研究团队 ——投资策略专题 | 韦冀星(分析师) | 耿驰政(联系人) | 曹晋(联系人) | | --- | --- | --- | | weijixing@kysec.cn | gengchizheng@kysec.cn | caojin1@kysec.cn | | 证书编号:S0790524030002 | 证书编号:S0790125050007 | 证书编号:S0790124080011 | 深海科技是"底线思维"下政策确定性的交集 "集中精力办好自己的事"和"底线思维"是本轮政策应对"外部冲击"的核 心思路,而"深海科技"正是"底线思维"下政策确定性的交集。 什么是"底线思维"?假设对美出口全面归零,对应的,我们需要有类似级别的对 冲,这对冲可以由三个维度提供:(1)国内扩大内需以及财政刺激等政策;(2)科 技创新下的全要素生产力提振、(3)对其他国家的出口和出海。而这三个维度其实 就是"办好自己的事",它们也刚好就对应了接下来确定性最高的方向。而在今年政 府工作报告当中被首次提及的"深海科技",正是这三大确定性的交集。在当前 ...
【新华社】深渊狮子鱼:极限水压下的生存奇迹
Xin Hua She· 2025-05-23 01:56
Core Viewpoint - The discovery of the abyssal lionfish, a vertebrate species living at extreme depths of over 8000 meters, highlights its unique adaptations to survive in high-pressure, low-temperature environments [4][6]. Group 1: Characteristics of Abyssal Lionfish - The abyssal lionfish is known for its distinctive appearance, resembling a tadpole with a generally pale or nearly transparent body, lacking scales and sharp teeth [4]. - It has a body length ranging from a few centimeters to several tens of centimeters, with a large head and a gradually tapering tail, utilizing its developed pectoral fins for elegant swimming [4]. - Due to its deep-sea habitat, the abyssal lionfish has reduced vision and olfactory senses, relying on a well-developed auditory system and sensory pores to detect food [4]. Group 2: Evolution and Distribution - Research indicates that abyssal lionfish evolved from ancestors living in shallower waters, gradually adapting to deeper environments as oceanic trenches formed [5]. - Despite geographical isolation in different trenches like the Mariana Trench and Japan Trench, abyssal lionfish exhibit similar depth distribution, morphology, and bait behavior [5]. Group 3: Adaptation Mechanisms - The abyssal lionfish employs a strategy of "yielding to pressure" rather than resisting it, having evolved to lack a swim bladder and possess pressure-resistant cartilage [6]. - Its head structure is not fully enclosed, preventing brain cavity rupture under high pressure, while a collagen-rich gel-like substance on its surface aids in maintaining internal stability and buoyancy [6]. - Increased unsaturated fatty acids in muscle tissue help maintain membrane fluidity and order under extreme conditions, with key mutations in synthetic enzymes and chaperone proteins enhancing protein stability [6]. Group 4: Future Research Directions - Despite significant findings regarding the molecular mechanisms of the abyssal lionfish's adaptations, many secrets about its survival and reproduction in deep-sea ecosystems remain to be uncovered [6].