从"电动汽车"到"电动社会"，让"绿色交通"真正延伸到海陆空全域，是宁德时代（300750.SZ/03750.HK）董事长 兼CEO曾毓群最新公开讲话中提到的新能源产业重要探索之一。 简单来说，宁德时代不仅要在"老地盘"陆地上深度挖掘电池应用场景，更要"上天入海"，将技术和产品的赋能空 间由"一个平面"拓展至"三维"。 这样的探索正在不断落地，最新的关键一步则聚焦万亿级新兴赛道低空经济。据测算，2035年我国低空经济市 场规模有望达4万亿元。不过，行业当前尚处于发展初期阶段，诸多制约因素有待消除。 不少欲破题者已先行进入该领域深耕。而对于新能源电池巨头宁德时代而言，既有将其产品拓展应用至这一新 兴赛道的直接动力，也有作为行业"领头羊"重塑低空经济等千行百业生态、加速新能源技术更广更深赋能社会 的价值驱动。 首创eVTOL水上机场，有望加速低空经济规模化落地 全球低空经济正值爆发前夜，中国凭借强大的新能源汽车产业链与航空技术积累，正快速成为eVTOL（电动垂 直起降飞行器）领域的技术创新者与市场引领者。与此同时低空经济的落地仍受到相关制约。其中，空域供给 是当前行业的瓶颈之一。宁德时代想要从低空经济中挖掘"全域 ...

Core Insights - Fujian Province aims to achieve high-quality development of its marine economy during the 14th Five-Year Plan, contributing significantly to the national marine economy and local GDP [1][2] Marine Economy Development - In 2024, Fujian's marine production value is expected to exceed 1.25 trillion yuan, accounting for 11.9% of the national total, maintaining its position as the third-largest contributor for ten consecutive years [2] - The marine economy contributes 21.7% to the province's overall GDP, highlighting its role as a key driver for economic and social development [2] - The province has established a "Five Ones" mechanism to enhance marine economic management and has introduced local regulations to support legal development [2] Innovation and Technology - Fujian has focused on innovation to boost marine technology capabilities, achieving breakthroughs in key technologies such as the world's largest 26MW offshore wind turbine and direct electrolysis of seawater for hydrogen production [3] - The province has implemented over 1,000 provincial-level R&D projects and established 120 marine technology innovation platforms [3] Industrial Upgrading - Fujian has developed a collaborative marine industry structure, excelling in 13 out of 15 marine industry categories, excluding oil and coastal planting [4] - The province has become a major player in the petrochemical industry, with revenues exceeding 800 billion yuan from large-scale enterprises [4] Infrastructure and Capacity - The province has established a complete electric ship industry chain, with domestic market share of key technologies at 40% [5] - In 2024, Fujian's coastal ports are projected to handle 744 million tons of cargo and 18.12 million TEUs, maintaining a leading position nationally [5] Environmental Protection - Fujian has made significant progress in marine ecological protection, with 96.6% of nearshore waters rated as good quality [6] - The province has implemented measures to reduce pollution and promote circular economy practices, achieving notable reductions in marine waste density [6] International Cooperation - Fujian has deepened cross-strait cooperation and international exchanges, enhancing its role in the "Belt and Road" initiative and hosting various international forums [7] - The province has established significant trade and cultural exchange platforms, promoting a collaborative marine community [7] Future Plans - Fujian plans to continue developing its marine economy and strengthen its position as a national marine economic development demonstration zone [8]