2025-07-09 02:40Summary of the Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The marine economy in China surpassed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with a contribution of 11.5% to GDP growth, indicating its significance as a key growth driver for the national economy [2][4] - The government has emphasized deep-sea technology in its work report, highlighting the importance of this sector in national strategy [4] Core Areas of Deep Sea Technology - Deep sea technology encompasses three main areas: 1. Deep Sea Material R&D: Focused on high-performance steel, alloys, and composite materials to address challenges in extreme environments [6] 2. Deep Sea Equipment Manufacturing: Involves underwater robots, detection equipment, and marine engineering equipment [6] 3. Deep Sea Digital Applications: Incorporates information and intelligent technologies in deep-sea operations [6] Investment Opportunities - Investment opportunities are concentrated in: 1. Specialty Steel, Titanium Alloys, and Polymer Materials: Companies like Baotai Co., Baose Co., and Gangyan Gaona are key players [10] 2. Underwater Exploration Equipment: Including underwater robots and detection radar systems [10] 3. Shipbuilding and Military Equipment: This sector is seen as a critical area for future growth [10] Regional Development Initiatives - Coastal provinces such as Shanghai, Guangdong, and Fujian have released development plans focusing on high-tech industries, including marine equipment and new energy [7] Global Strategic Importance - The global competition for deep-sea control is driven by the strategic significance of deep-sea regions, with 90% of the world's waters exceeding 1,000 meters in depth [8][9] Current Industry Trends - The marine equipment industry is currently experiencing high demand, particularly in the exploration sector, which has shown strong performance [11] - Offshore wind power installations are on the rise, with significant potential for deep-sea wind power construction and related infrastructure needs [12] Future Directions in Deep Sea Technology - The development of deep-sea technology is increasingly focused on digitalization and intelligence, with the marine electronic information industry transitioning towards networked and intelligent systems [13] - Underwater data centers are emerging as a key infrastructure, utilizing natural cooling to address heat dissipation issues while being cost-effective [14] AI Integration - The integration of AI in deep-sea technology is gaining traction, particularly in communication needs as deep-sea exploration advances [15]