深海科技 “深海经济”将高速启航！

Summary of Deep Sea Technology Conference Call Industry Overview - The deep sea economy has been elevated to a national strategic level, impacting economic development and national security, particularly concerning strategic resources like manganese, iron, cobalt, and rare earths, which are crucial for reducing China's import dependency [1][2][6] - The deep sea technology sector is projected to become a trillion-dollar industry, with significant investment opportunities in infrastructure, exploration, robotics, unmanned equipment, and information technology [1][9] Core Insights and Arguments - The government has recognized deep sea technology in its work report since March 25, 2025, highlighting its importance in resource acquisition, especially in extreme situations [2] - Compared to low-altitude economy, the deep sea economy has unique resource advantages, including oil, natural gas, and strategic metals, making it a vital component of national strategy [3] - Investment opportunities in 2025 are focused on dual-use technologies, policy support, social capital participation, and domestic innovation, particularly in underwater combat and related technologies [3][10] - The Ocean Power Strategy aims to reduce reliance on imported energy and minerals, enhancing national energy security and promoting regional coordinated development [6] Important Measures and Developments - China is implementing various measures to promote deep sea technology, including policy inclusion in government reports and showcasing new combat capabilities during military parades [5] - The establishment of a unified national market is expected to improve traditional industries by optimizing supply structures and enhancing overall efficiency [7][8] Investment Opportunities - Key investment areas for 2025 include: 1. Dual-use Technologies: Focus on underwater combat-related companies such as China Marine Defense, China Shipbuilding, and China Power [10] 2. Policy Support and Social Capital: Increased government backing and private sector involvement are anticipated [11] 3. Domestic Innovation and Replacement: Emphasis on enhancing domestic capabilities in sensors and underwater robotics [12] 4. Mature and Emerging Industries: Opportunities in offshore wind power, deep-sea fishing, marine biomedicine, and ecological protection [13] Recommended Companies and Sectors - Deep Sea Equipment: Recommended companies include China Shipbuilding, China Marine Defense, and Zhenhua Heavy Industries [16] - Deep Sea Exploration: Focus on companies like China Hai Fang and Micro Light [17] - Deep Sea Information Technology: Key players include Zhongtian Technology, Huatong Cable, and Dongfang Cable [18] Future Outlook - The deep sea technology sector is expected to experience significant growth, driven by national policies and the urgent need for technological advancements in resource exploration [20] - The industry is seen as a long-term investment opportunity, contributing to both civilian economic transformation and national defense [20]