爱在深蓝，步履不停；筑梦远航，星火成炬。从黄浦江畔到西南山乡，从科研院所讲堂到偏远地区课堂，一场场船舶科普志愿行动，将海洋强国的梦想种 子，播撒进万千青少年的心田。2025年，中船集团团委统筹推进"爱在深蓝"志愿服务项目，旗下多家单位积极履行社会责任，发挥专业优势，通过形式多 样、内容丰富的科普志愿服务活动，为青少年打开了一扇扇通往船舶与海洋科技世界的大门。 科普赋能 点亮志愿课堂 ▶ 在云南鹤庆，广船国际志愿服务队走进云南省鹤庆县云鹤镇中心小学和河川中心小学，生动讲解PCTC船、极地科考船等知识，拓宽山区孩子的视野。 让深奥的船舶知识"活"起来、走出去，是志愿者们的一致追求。 ▶ 上船院的"船舶知识进课堂"志愿服务队，采用"请进来"与"走出去"双轨模式，2025年累计服务超1180人次。他们接待了张江高科实验小学、上海市实验东 校等多所学校学生走进院区，在船舶展示中心、船模墙前讲述设计故事，并量身打造"浮力的魔法"等互动课堂。同时，志愿者们深入市区街道和寒暑托班， 用仿真船模和趣味课程，让抽象知识触手可及。 ▶ 在武汉，武昌造船团委将前沿知识送入高中校园。设计院博士为新洲一中的学生们带来"新能源与新能源船舶 ...

近一段时间以来，美国以"缉毒"为由，在加勒比海地区不断加强军事存在，美军已在委内瑞拉附近集结了包括航母、战斗机、运输机和无人机等在内的庞 大军事力量。 针对美方近期的施压，委内瑞拉多次表示不会屈服，并称美国此举是为了夺取委内瑞拉的石油等资源。自本月10日以来，美国已三次在委内瑞拉附近海域 对涉委油轮实施拦截行动，并声称没收船上所载原油。 当地时间12月27日，美军MQ-9"死神"无人机现身美国海外属地波多黎各一机场。 ...

180万桶原油被扣！三航母集结，中国反制美"能源劫掠"要拼血本？ 【前言】 "这哪是石油交易？分明是大国博弈的'火药桶'！"2025年12月22日，特朗普政府在加勒比海强行扣押"世纪号"油轮，180万桶原油瞬间从"商品"沦为"武器"。 这批原本计划运往中国的石油，不仅暴露了美国对华能源路线的"堵截"野心，更让解放军三航母集结的传闻登上热搜——当美军航母战斗群在美国家门口虎 视眈眈，中国若真要"跨海反制"，代价究竟有多大？ 一、美国"能源劫掠"背后的三重算计 若解放军三航母编队（总舰载机约150架）与055大驱、052D神盾舰、093B核潜艇、901补给舰组成编队，理论上具备与美军航母战斗群"周旋"能力。但"周 旋"不等于"胜利"——美军在加勒比海的岸基优势，相当于给航母战斗群装了"外挂"，而解放军航母编队若要抵达目标海域，需以30节航速航行11天，加上 整备补给，耗时更久。更现实的问题是，这种"跨海反制"相当于押注海军核心战力，代价之高昂，堪比"赌国运"。 三、反制不止"硬碰硬"，中国有更智慧的"破局之道" 特朗普宣称"没收原油及油轮"的举动，看似是"海盗式"抢劫，实则藏着精妙的战略布局。据《华尔街日报》披露 ...

从中国的经济发展轨迹来看，从农民到工人，从农业制造到工业制造，逐步发展为制造强国，符合辩证法的发展逻辑。从低级到高级，这是历史的正常进 程。美国为什么会在科技战中失败？因为中国人愿意付出比其他国家更多的努力。比如，用2亿件衬衫换取一张光盘，这种默默耕耘、任劳任怨的精神支撑 了中国的崛起。随着中国逐渐在科技领域取得突破，开始制造光盘、发动机、航母、飞船等复杂产品，这些都是水到渠成、顺理成章的结果。美国试图通过 一些手段来阻止中国制造的崛起，实际上是违反了发展的规律，结果是徒劳无功。 再看美国目前的情况，汽车工人要求减少工时却仍希望提高工资，这反映了美国制造业的结构性矛盾。而中国，正通过低成本的劳动力和高效率的生产，为 世界提供各种先进的产品——从非洲的飞机轮船到亚洲的高铁和新能源汽车，再到欧洲的高精尖技术如5G通信、智能手机和家电等。而美国现在能够做的 只有芯片、医疗和军火产业。如果没有中国制造，世界经济将陷入困境，尤其是美国，无法独自支撑全球经济。 古代中国的制造业几乎统治了世界。中国的丝绸、瓷器和茶叶三大拳头产品，不仅风靡全球，而且换来了大量的财富。西方国家一直处于贸易逆差的状态， 中国制造成为唯一能保持贸 ...

Core Insights - Shanghai aims to develop a "modern marine city" brand and promote high-quality development of the marine economy, with the marine economic output expected to exceed 10 trillion yuan in 2024 [1][2] - Shanghai's marine economic output is projected to reach 1,138.7 billion yuan in 2024, accounting for 10.8% of the national total [1] - The city has established a comprehensive marine industry system and aims to enhance its marine technology innovation capabilities by 2030 [2] Group 1 - The second Shanghai Modern Marine City Development Forum highlighted the importance of an intellectual matrix led by experts, supported by universities and think tanks, to cultivate new marine productivity [1][2] - Shanghai's shipbuilding industry has successfully integrated key projects, including aircraft carriers and large LNG ships, while also achieving significant milestones in deep-sea exploration [1] - The Shanghai Port is expected to handle over 50 million TEUs in 2024, maintaining its position as the world's busiest port for 15 consecutive years [1] Group 2 - The "Shanghai Marine Industry Development Plan (2026-2035)" outlines goals for steady growth in major marine industries and the establishment of a comprehensive marine industry system by 2035 [2] - The Shanghai Marine Bureau emphasizes the importance of technological innovation and collaboration among industry, academia, and research to drive marine economic development [2][3] - The newly launched Shanghai Marine Science and Technology Innovation Resource Platform aims to connect top intellectual resources and enhance innovation in marine science and technology [3]

Core Viewpoint - China Shipbuilding Group Co., Ltd. (CSG) held a technology innovation conference and technology week event, focusing on the theme "Strengthening the Sea, Leading the Deep Blue," to summarize its technological achievements during the 14th Five-Year Plan and to outline its technological development plans for the 15th Five-Year Plan [1] Group 1: Technological Achievements - CSG highlighted its top ten technological achievements during the 14th Five-Year Plan, with the Fujian aircraft carrier ranking first [1] - The company is responsible for the research and production of all main combat equipment for the Chinese Navy, including aircraft carriers, nuclear submarines, large destroyers, and amphibious assault ships [1] Group 2: Industry Development - CSG has developed a world-class advanced industrial cluster for marine equipment, including luxury cruise ships and liquefied natural gas (LNG) vessels, integrating research and development, manufacturing, and supporting services [1] - The company is continuously extending its reach into the high-end global industrial and value chains [1]

Core Viewpoint - The ocean is a strategic area for high-quality development, and promoting the high-quality development of the marine economy is essential for advancing Chinese-style modernization [1] Group 1: Achievements in Marine Economy - During the "14th Five-Year Plan" period, China's marine economy has shown significant development, with the total marine economy expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of GDP [3][4] - The marine transportation volume and container throughput account for approximately one-third of the global total, with China holding eight of the top ten ports in global cargo throughput [4] - The production value of the marine economy grew by 5.8% year-on-year in the first half of this year, surpassing the GDP growth rate by 0.5 percentage points [4] Group 2: Innovation and Technology - The independent innovation capability of marine technology has been continuously enhanced, with significant advancements in deep-sea exploration technologies represented by "Jiaolong," "Fendouzhe," and "Mengxiang" [5] - China's shipbuilding industry has achieved breakthroughs in constructing aircraft carriers, large cruise ships, and large LNG carriers, maintaining over 50% of the global market share in shipbuilding and marine engineering equipment [5] Group 3: Impact on Livelihood - The development of deep-sea aquaculture and smart fishing technologies has significantly improved the quality and availability of marine products, making seafood more accessible and affordable for the public [2][5] - The establishment of national-level marine ranches has contributed to a diverse range of seafood products available in markets, enhancing the quality of life for consumers [5] Group 4: Future Directions for Marine Economy - Future efforts to promote high-quality development in the marine economy will focus on five key areas: innovation-driven development, efficient collaboration, industrial upgrading, harmonious human-ocean relationships, and cooperative win-win strategies [6] - Emphasis will be placed on enhancing marine technology innovation, optimizing marine economic zones, and developing modern marine industries such as offshore wind power and marine biomedicine [6]

Core Insights - During the "14th Five-Year Plan" period, China's shipbuilding industry has achieved significant milestones, leading global metrics in shipbuilding completion, new orders, and order backlog [1][2] Group 1: Industry Performance - China's shipbuilding completion volume accounted for 51.7% of the global total, with a corrected gross tonnage value representing 47.2% of the world total, marking increases of 8.6 and 11 percentage points respectively compared to the end of the "13th Five-Year Plan" [1] - Six major shipbuilding enterprises ranked among the top ten globally in terms of shipbuilding completion volume, new orders, and order backlog [1] Group 2: Technological Advancements - The delivery of the world's first 100,000-ton intelligent aquaculture vessel "Guoxin 1" and the first 150,000-ton self-propelled closed salmon farming vessel "Suhai 1" signifies China's entry into deep-sea aquaculture [1] - The domestically designed and built deep-sea drilling vessel "Dream" has a maximum drilling depth of 11,000 meters, the deepest achievable by existing deep-sea drilling vessels [1] - New generation icebreaking research vessel "Polar" and multifunctional scientific investigation vessel "Exploration 3" have been delivered, enhancing China's marine scientific research capabilities across all ocean depths and regions [1] Group 3: Strategic Insights - The advancements in intelligent and high-end products over the past five years underscore the importance of independent innovation, industrial capability adjustments, and international cooperation as foundational elements for the high-quality development of China's shipbuilding industry [2]

Core Insights - During the "14th Five-Year Plan" period, China's shipbuilding industry has achieved significant milestones, including breakthroughs in large cruise ships, large LNG carriers, and aircraft carriers, leading the global shipbuilding sector [1][3] Group 1: Industry Performance - China's shipbuilding completion volume accounted for 51.7% of the global total during the "14th Five-Year Plan," with a corrected gross tonnage share of 47.2%, reflecting an increase of 8.6 and 11 percentage points compared to the end of the "13th Five-Year Plan" [4] - Six major shipbuilding enterprises ranked among the top ten globally in terms of completed shipbuilding volume, new orders, and backlog orders, indicating enhanced international competitiveness [4] Group 2: Technological Advancements - The delivery of the world's first 100,000-ton intelligent aquaculture vessel "Guoxin 1" and the first 150,000-ton self-propelled closed salmon farming vessel "Suhai 1" marks China's entry into deep-sea aquaculture [3] - The domestically designed and built deep-sea drilling vessel "Dream" can reach a maximum drilling depth of 11,000 meters, the deepest capability among existing deep-sea drilling vessels [3] - New generation icebreaking survey vessel "Polar" and multifunctional scientific research vessel "Exploration No. 3" have been launched, expanding China's marine scientific research capabilities [3] Group 3: Strategic Insights - The Secretary-General of the China Shipbuilding Industry Association emphasized that advancements in intelligent and high-end products over the past five years demonstrate that independent innovation, industrial capability adjustments, and international cooperation are crucial for the high-quality development of China's shipbuilding industry [6]

Group 1: Core Events and Investment Opportunities - Three significant events in technology sectors indicate a clear investment theme: the IPO progress of Moore Threads, the mass production timeline for Tesla's humanoid robot, and the successful key test of the Fujian aircraft carrier [2][5][8] - The successful IPO of Moore Threads marks a milestone for the domestic GPU industry, suggesting a more open capital market for hard tech companies [3][4] - The completion of the key test for the Fujian aircraft carrier signifies a leap in China's carrier technology, creating opportunities in the related industrial chain [8][9] Group 2: Key Companies in GPU Sector - Jingjia Micro (300474) is the only listed company in the domestic GPU market, with its JM9 series nearing the performance level of NVIDIA's RTX 4060, filling gaps in AI training and graphics processing [5] - Haiguang Information (688041) has developed chips compatible with the CUDA ecosystem, catering to the migration needs of NVIDIA users [5] - Cambrian (688256) is expected to see a 4230% year-on-year revenue increase in Q1 2025, benefiting from the acceleration of domestic substitution [5] Group 3: Key Companies in Humanoid Robot Sector - Top Group (601689) is a core supplier for Tesla, investing 5 billion yuan to establish a robot electric drive system base [6] - Greentec Harmonic (688017) leads the domestic market share for harmonic reducers, achieving international product precision [6] - InnoVision (688322) has received an additional 180 million yuan order from Tesla, showcasing its technical strength [6] Group 4: Key Companies in Aircraft Carrier Sector - China Shipbuilding (600150) is a major player in the design and construction of aircraft carriers, providing core technologies for electromagnetic catapults [9] - China Shipbuilding Industry Corporation (601989) has advantages in aircraft carrier deck steel technology and a comprehensive layout in marine defense equipment [9] - North Special Technology (603009) is investing 1.85 billion yuan to develop products for the aircraft carrier's electromagnetic catapult system [10] Group 5: Investment Strategy for Q4 - Investment strategies for Q4 should balance policy catalysts and performance verification, focusing on companies with strong order fulfillment [11] - The robotics sector is sensitive to event catalysts, with key component companies like Top Group and Greentec Harmonic warranting close monitoring [11] - The aircraft carrier sector's performance is linked to overall military sentiment, with the Fujian carrier's service date being a critical catalyst [11]