2026年以来，我国深海科技领域捷报频传，发展势头强劲。期间，多家上市公司披露业绩预增公告，同时在战略合作、产能 扩张、应用场景拓展等方面动作不断，为行业发展注入强劲动能。 在业内人士看来，当前我国深海科技产业正从政策驱动迈向市场与技术双轮驱动的发展新阶段，在深海资源勘探开发、海洋 装备高端制造等领域的价值持续凸显。 海兰信（300065.SZ）预计2025年归母净利润为4000万元至6000万元，同比增幅达387.47%至631.2%。对于业绩大幅增长，该 公司表示，主要得益于公司持续落实"精品战略"，通过提升自主产品占比、优化采购策略，有效推动毛利率提升。同时，该 公司在海底数据中心领域的先发优势，构建了核心技术壁垒，三亚崖州湾项目的成功中标，进一步巩固了其在海洋观探测领 域的行业影响力。 整体来看，随着技术成熟与需求释放，深海科技产业正进入"订单落地、产能释放、生态完善"的良性循环。 大金重工（002487.SZ）预计同期归母净利润达10.5亿元至12亿元，同比增幅121.58%至153.23%，大金重工表示，公司在海外 海上风电市场交付项目的数量和金额均实现快速增长，更高的产品建造标准带来更高的附加值 ...

《商道创投网》创投家会员·本轮投资原因是什么？ 北京市先进制造和智能装备产业投资基金相关负责人表示：投资神州普惠是基于对其技术壁垒、产业地 位和战略价值的综合判断。首先，公司在光纤传感和水声探测领域拥有二十余年积淀，构建了难以复制 的技术护城河，多项成果填补国内空白，具备显著的国产替代价值。其次，作为工信部认定的专精特 新"小巨人"，神州普惠已形成完整的研发制造体系，并在武汉、哈尔滨、海南等地布局产业化基地，工 程化交付能力突出。再者，随着海洋强国战略深入实施，水下感知装备市场需求正从科研领域向油气、 水利、安防等民用场景快速延伸，公司具备抓住这一历史性机遇的充分条件。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示：本轮融资体现了国有资本对深海科技领域"硬科技"企业的高度认可。近 期，工信部、科技部等多部委陆续出台支持专精特新企业发展和海洋经济高质量发展的政策文件，北京 市先进制造和智能装备产业投资基金等机构积极响应，体现了政府引导基金在关键核心技术攻关中的战 略定力。对于基金管理人而言，投资神州普惠这类拥有深厚技术积淀和清晰产业化路径的企业，正是履 行"受托责任"、为出资人创造长 ...

Group 1 - The article emphasizes the importance of localized development strategies, highlighting that different regions must adopt tailored approaches to unlock their unique economic potential [1][2] - Various regions in China are focusing on their specific advantages, such as Hainan's deep-sea technology industry and Gansu's advanced manufacturing cluster in non-ferrous metals, showcasing the need for a deep understanding of local resources [1] - The concept of "one key opens one lock" is introduced, indicating that there is no universal solution for development, and success relies on accurately identifying local conditions [1] Group 2 - The article discusses the necessity of leveraging external forces to overcome challenges in developing new productive forces, citing examples like the collaboration between Beijing's Changping District and Tsinghua University [2] - It highlights the importance of integrating technology with industry to enhance productivity, as seen in Harbin's cooperation with Shenzhen to establish an industrial park [2] - The narrative stresses that both new and existing industries can thrive through innovation and adaptation, with examples from Shandong and Guizhou demonstrating successful transitions in traditional sectors [2]

强化科技创新和产业创新深度融合 ——各地因地制宜发展新质生产力实践观察 本报记者 吴月辉 王云杉 发展新质生产力是推动高质量发展的内在要求和重要着力点。"十五五"时期，必须把因地制宜发展新质 生产力摆在更加突出的战略位置。 "十五五"开局之年首次地方考察，习近平总书记来到位于北京亦庄的国家信创园，详细了解信息技术创 新应用等情况，仔细察看人工智能、机器人等科技创新成果展示，频频同科研人员和科技企业负责人代 表交流。 考察期间，总书记听取北京市委和市政府工作汇报，强调"统筹教育科技人才一体发展，强化科技创新 和产业创新深度融合，大力发展新质生产力"。 习近平总书记2023年在地方考察调研时首次提出发展新质生产力，此后又在多个场合作出重要论述，系 统回答了新质生产力的核心要义、本质要求和科学方法等一系列理论和实践问题。这些重要论述进一步 丰富和发展了习近平经济思想，具有重大理论和现实意义。 各地认真贯彻落实习近平总书记关于因地制宜发展新质生产力的重要论述，牢牢把握在全国发展大局中 的战略定位，立足自身定位、资源禀赋、产业基础，在因地制宜发展新质生产力、培育壮大新动能上持 续发力，为经济高质量发展注入强劲动力。 打 ...

Core Insights - The report emphasizes embracing technology and focusing on the new economy within the machinery industry, highlighting significant investment opportunities in various sectors [1][3]. Human-Robot Sector - The humanoid robot industry is seen as a monumental opportunity driven by global technological iterations and domestic policy support, with a breakthrough expected in 2025 and initial stages of scaling in 2026 [5]. - Key components for humanoid robots include actuators, screws, reducers, sensors, motors, and lightweight structural parts, with a focus on core suppliers and technological iterations [35][36]. Commercial Aerospace - The commercial aerospace market is experiencing rapid growth, driven by the urgent demand for low-orbit resources and satellite constellation networks, with significant contributions from both domestic policies and technological advancements [5][41]. - China is advancing national-level satellite constellation plans, aiming to deploy thousands of satellites in the coming decade [42]. Gas Turbine Industry - The demand for electricity is surging, particularly due to the growth of data centers, leading to a supply shortage of gas turbines. Major manufacturers are expanding their production capacity to meet this demand [5][58]. - The global gas turbine market is expected to see a significant increase in sales, with orders projected to rise from 58GW in 2024 to 71GW in 2025 [68]. Controlled Nuclear Fusion - The controlled nuclear fusion sector is on the brink of commercialization, with global investments in the industry skyrocketing from $1.9 billion in 2021 to $9.7 billion in 2025, indicating a strong growth trajectory [75][83]. - The global nuclear fusion market is anticipated to reach $496.5 billion by 2030 and exceed $1 trillion by 2050, marking a critical period for investment [83]. General Equipment - The general equipment sector is expected to benefit from structural growth in downstream technology fields, despite current demand remaining subdued [5][10]. - The domestic industrial mother machine supply chain is anticipated to undergo significant localization efforts [5]. Low-altitude Economy - The "14th Five-Year Plan" highlights the development of the low-altitude economy, with supportive policies and pilot cities paving the way for accelerated growth in this sector [5][10]. Deep Sea Technology - The deep-sea technology sector is identified as a crucial driver for the marine economy, with government reports emphasizing the need for high-quality development in this area [5]. Engineering Machinery - The engineering machinery sector is optimistic about both domestic replacement demand and growth in overseas markets, particularly in Asia, Africa, and Latin America [5][10].

Core Viewpoint - Deep-sea technology is crucial for transforming potential resource advantages into real productivity, playing a significant role in economic development and ensuring national resource security [1][5]. Group 1: Definition and System of Deep-Sea Technology - Deep-sea technology refers to a series of scientific technologies and equipment systems used for exploring, researching, and developing deep-sea resources, typically below 200 meters [1]. - The essence of deep-sea technology lies in systematic technological innovation, transforming the deep sea from a cognitive blank area into a sustainable development space [2]. - The internal system of deep-sea technology includes three core dimensions: scientific cognition, engineering technology, and industrial application, which support and develop together with policy evolution [2]. Group 2: Current Development Status of Deep-Sea Technology - The deep sea is increasingly recognized as a strategic space for ensuring national resource security as land resources deplete [4]. - China's marine economy has shown strong growth, with an estimated marine economic output of approximately 5.1 trillion yuan in the first half of 2025, reflecting a year-on-year increase of about 5.8% [4]. - The rapid development of deep-sea technology in China over the past decade is unprecedented domestically and considered a miracle in international technological history [5]. Group 3: Market Size and Growth Projections - The market size of China's deep-sea technology is projected to be approximately 2.7 trillion yuan by 2025, with an expected increase to about 2.92 trillion yuan by 2026 [5]. Group 4: Industry Chain of Deep-Sea Technology - The deep-sea technology industry chain consists of a complete structure from upstream raw materials and components to midstream equipment manufacturing and downstream diverse applications [6]. - Upstream includes key raw materials like titanium alloys and special steel, while midstream focuses on deep-sea detection and operational equipment manufacturing [6]. Group 5: Development Environment and Policies - The deep-sea technology sector is receiving significant attention and support from the government, with multiple policies encouraging its development and innovation [6]. - The 2025 Government Work Report explicitly mentions promoting deep-sea technology as a new emerging industry [6]. Group 6: Competitive Landscape - Major companies in the deep-sea technology sector include China CRRC, China Shipbuilding, and Zhenhua Heavy Industries, focusing on deep-sea detection, resource development, and comprehensive systems [7]. - China CRRC has established a presence in the deep-sea robotics sector and reported revenues of approximately 183.87 billion yuan in the first three quarters of 2025 [8]. - Zhenhua Heavy Industries has made significant advancements in intelligent marine engineering equipment, achieving revenues of about 34.46 billion yuan in 2024, with a year-on-year growth of 4.62% [9]. Group 7: Development Strategies - The development of deep-sea technology is a strategic choice for China to overcome resource constraints and expand development space, contributing to the goal of building a marine power and sustainable development [10]. - The industry is expected to evolve towards interdisciplinary integration, collaborative efficiency across the entire chain, and participation in global governance [10].

Group 1 - The launch of the "Hainan Province Deep Sea Technology Innovation Points" marks a significant step in digital management and financial innovation for marine technology in Hainan, addressing challenges such as evaluation difficulties, financing issues, and high costs for deep-sea technology enterprises [1] - The Hainan Provincial Oceanic Administration initiated the construction of the "Hainan Province Deep Sea Technology Innovation Points" system as a key measure for the province's "one-stop service for deep-sea technology enterprises," aiming to create an evaluation system tailored to the characteristics of the deep-sea technology industry [1] - The system is a practical implementation of national and provincial policies to strengthen the integration of technology and finance, utilizing data flows to enhance decision-making and funding for the real economy [1] Group 2 - The Hainan Provincial Oceanic Administration will continue to refine the evaluation index system, expand data collection, and deepen cooperation with financial institutions to address the practical difficulties faced by deep-sea technology enterprises [2] - The goal is to transform Hainan into a hub for deep-sea technology innovation and a model for the integration of technology and finance, thereby injecting strong momentum into the high-quality development of Hainan's marine economy [2] - A notice issued by seven ministries, including the Ministry of Science and Technology, encourages the nationwide promotion of the "innovation points system" to help financial institutions better understand the innovation capabilities of enterprises and expand the application of innovation points in the financial sector [2]

Core Viewpoint - The article emphasizes the strategic importance of deep-sea technology as a national priority, highlighting its potential in resource security, defense, and the development of a blue economy [14][23][57]. Group 1: Deep-Sea Technology as a National Strategy - Deep-sea technology is positioned as a key national strategic focus, alongside commercial aerospace and low-altitude economy [14]. - The government has initiated large-scale application demonstrations for new technologies in deep-sea industries, marking a significant policy shift [14][23]. - Recent government reports have highlighted deep-sea technology for the first time, indicating its importance in future industrial development [14][23]. Group 2: Resource Security and Global Competition - The U.S. and Japan are actively pursuing deep-sea resource exploration, indicating a competitive landscape for global marine resources [25][31]. - The article notes that the U.S. has significant deep-sea mineral resources, with estimates suggesting over 1 billion tons of polymetallic nodules in its offshore areas [30]. - Japan plans to initiate experimental drilling for rare earth elements in its exclusive economic zone, aiming to reduce reliance on imports from China [31]. Group 3: Defense and National Security - The article discusses the need for enhanced underwater defense capabilities, as current security measures are deemed insufficient [50]. - The concept of a "water under the national gate" highlights vulnerabilities in underwater security, necessitating a robust defense strategy [50]. - The U.S. and Japan have established comprehensive military strategies focused on deep-sea operations, enhancing their maritime control [48][50]. Group 4: Blue Economy and Industrial Development - The blue economy is projected to be a trillion-dollar industry, with significant growth potential in sectors like deep-sea mining, aquaculture, and marine tourism [18][24]. - The deep-sea industry chain encompasses everything from basic materials to high-end equipment manufacturing, indicating a complex and interdisciplinary approach [73][74]. - The article outlines various emerging sectors within the blue economy, including deep-sea wind power and marine biotechnology [68][72]. Group 5: Policy and Regulatory Framework - Multiple regions in China are developing policies to promote deep-sea technology, with plans focusing on marine economic development and innovation [11][12]. - The article lists specific policy documents from provinces like Hainan and Shandong that aim to enhance deep-sea technology capabilities [13]. - The government's strategic plans emphasize the integration of deep-sea technology into broader economic and environmental goals [61].

Core Viewpoint - The development of Hainan Free Trade Port is driven by a spirit of competition and innovation, as demonstrated by various cities and counties sharing their achievements in sports, economy, and social progress [2][3][4]. Group 1: Sports and Youth Development - Qiongzhong's male football team, composed of local students with an average age of 18, won the South District Championship in the first Hainan Urban Football League, showcasing the potential of youth sports [2][3]. - An investment of 340 million yuan has been made in the integration of sports and education, establishing professional training facilities and a comprehensive youth training system [3]. Group 2: Economic Growth and Social Development - Wuzhishan reported a breakthrough in its under-forest economy with an annual output value exceeding 300 million yuan, alongside significant improvements in various economic indicators, ranking first in the province [5][6]. - Qiongzhong has seen a notable increase in per capita disposable income, reflecting the positive impact of its development initiatives [4]. Group 3: Technological and Industrial Advancements - Wenchang's "rocket factory" has been completed, contributing to a series of successful commercial space launches, while Sanya is focusing on building a major technology innovation platform and deep-sea industry clusters [9][10]. - Ling Shui has achieved a remarkable production of nearly 15 billion fish seedlings, capturing 85% of the national early-breeding aquaculture seed market, indicating strong growth in the aquaculture sector [14]. Group 4: Historical Issues and Governance - Lingao County is addressing historical financial issues with a commitment to resolving 20 outstanding problems, including significant debts owed to small businesses and farmers [17][18]. - The county has made substantial progress in improving the business environment and resolving historical contractual issues, achieving a completion rate of 90.73% in rural contract clarifications [18][19].

Core Insights - The development of deep-sea technology relies on three key technologies: deep networking, deep diving, and deep drilling, which are essential for human exploration and utilization of the deep sea [1] Group 1: Deep Networking - The city is implementing an innovation platform enhancement plan focused on deep networking technology, which utilizes underwater observation networks for long-term, real-time monitoring of the deep-sea environment [2] - The city has established a national marine comprehensive experimental field and several high-level innovation support platforms, including the Harbin Institute of Technology (Weihai) and the Aerospace Science and Industry Group [2] - The city aims to organize major technological innovation projects to address disruptive technologies and domestic substitution technologies, with provincial funding exceeding 170 million yuan [2] Group 2: Deep Diving - The city is promoting an innovation enterprise cultivation plan centered on deep-sea equipment manufacturing, with 294 national high-tech enterprises in the marine sector [3] - The city supports leading marine technology enterprises to form systematic innovation consortia to tackle key core technologies, resulting in the development of China's first 3,500-meter multifunctional deep-sea operation robot, which has been exported to Russia [3] - The city is addressing challenges in sea cucumber harvesting through collaborative technology projects, with ongoing development of a 5,000-meter deep-sea mining robot [3] Group 3: Deep Drilling - Deep-sea resource development is the core of deep drilling, with the establishment of a specialized team to gather high-level talent and implement organized research [4] - The city is focusing on a collaborative approach between industry and academia to meet technological demands and promote the transformation of scientific achievements into products [4] - Future plans include strengthening organized research and fostering a deep-sea technology industry that is competitive on a national level, emphasizing high-end and intelligent development [4]