深海科技：海洋强国战略的关键支柱

Summary of Deep Sea Technology and Marine Economy Conference Call Industry Overview - The deep sea technology and marine economy are recognized as key pillars in the national strategy, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of GDP and contributing 11.5% to GDP growth [1][3][4]. Core Insights and Arguments - The government has placed significant emphasis on deep sea technology, highlighting its importance alongside commercial aerospace and low-altitude economy in the work report, indicating a period of rapid development supported by policy [1][3][5]. - Deep sea technology encompasses three main areas: deep sea material research and development, deep sea equipment manufacturing, and deep sea tool application, with structural and buoyancy materials being critical [1][6]. - The marine equipment manufacturing sector is experiencing new opportunities, particularly in underwater detection technology, underwater construction technology, and oil and gas production equipment, with significant growth potential in underwater robots and related fields [1][7][8]. - The shipbuilding industry is at a peak due to the shipping cycle, with shipbuilding completion volume expected to grow by 13.8% year-on-year in 2024, and new orders increasing by 58.8% [6][8][10]. Investment Opportunities - Investment opportunities exist in deep sea technology, particularly in high-performance steel, alloy materials, and composite materials that are resistant to corrosion and high pressure [6]. - Companies such as Baotai Co., Baose Co., and Steel Research High-Tech are noted for their competitive edge in these segments [6]. - The marine equipment manufacturing industry is poised for growth, with a focus on underwater exploration and military equipment, supported by a favorable policy environment [9][10]. Additional Important Insights - The development of offshore wind power is currently concentrated in nearshore areas, but there is significant potential for growth in deep offshore wind power, which will increase demand for submarine cables and related infrastructure [11][12]. - The trend towards digitalization and intelligence in deep sea technology is accelerating, with the construction of underwater data centers addressing cooling and land cost issues while ensuring data security and compliance [2][13][14]. - Marine communication, particularly its integration with AI, is identified as a promising direction for future development in deep sea technology [15].