看好深海科技的持续性

Summary of Deep Sea Technology Conference Call Industry Overview - The conference call focuses on the deep sea technology industry, emphasizing its critical role in national defense and energy security, particularly in domestic game development, which has a high reliance on foreign resources [1][2]. Key Points and Arguments - Importance of Deep Sea Technology: Deep sea technology is vital for national defense and resource security, especially in the context of domestic energy needs related to game development, which has over 30% foreign dependency [2]. - Challenges in Deep Sea Technology: The primary challenge is the depth of operations. Current domestic capabilities are limited to shallow water projects, with deeper projects still reliant on foreign contractors. However, advancements in geological exploration and core equipment are being made [3]. - Global Supply Chain Shift: The global supply chain is shifting towards the Asia-Pacific region, enhancing China's position as a key supplier in the deep sea industry. Increased demand from Southeast Asia, South America, and North Africa is driving this change [4]. - Geopolitical Factors: Geopolitical dynamics in regions like the South China Sea and East China Sea are influencing deep sea outsourcing. As China's strength grows, uncertainties decrease, paving the way for more high-level deep sea projects [5]. - Optimistic Development Outlook: The development prospects in the South China Sea and nearby areas are optimistic, with significant potential near Shenzhen Bay and Hainan. The economic viability of deep sea oil and gas development is improving, with costs dropping to approximately $30 per barrel [6][7]. - Technological and Economic Advances: The feasibility of deep sea oil and gas development is increasing, with costs significantly reduced through standardized production methods. Projects in Hainan are progressing, with significant procurement activities indicating steady advancement in domestic capabilities [8]. - Impact on Related Companies: The growth of deep sea technology will positively impact companies like CNOOC Services, Haiyou Engineering, Bomeike, and Deweier, suggesting a focus on firms with strong performance and valuation advantages in the deep sea sector [9]. - Energy Security and Related Fields: Energy security is a driving force behind the development of domestic deep sea technology, which is interconnected with military, communication, non-ferrous metals, and chemical industries, necessitating enhanced collaboration across these sectors [10]. Additional Important Insights - The call highlights the strategic importance of deep sea technology in enhancing national energy security and reducing reliance on foreign resources, particularly in critical sectors like gaming and defense [1][2]. - The ongoing advancements in technology and the shift in global supply chains are expected to create significant opportunities for growth in the deep sea sector over the next three to five years [4].