According to Zhitong Finance APP, Founder Securities released a research report stating that deep-sea technology, as a strategic emerging industry mentioned for the first time in the 2025 government work report, has become a new growth pole for the national economy alongside commercial aerospace and low-altitude economy. The deep-sea area accounts for 49% of the Earth's surface and contains trillion-level market potential. Its development will directly relate to China's resource security, technological breakthroughs, and the construction of international discourse power. With the accelerated promotion of military-civilian integration, industries such as deep-sea protection, detection, and resource development will usher in a period of scaled development from 1 to 10. The firm indicated that the upstream, as the foundational segment of deep-sea construction, is expected to see early growth, while the mid and downstream application scenarios continue to expand towards the deep blue.

Founder Securities' main viewpoints are as follows:

Building a maritime power is a major strategic task for our country, and managing the ocean will inevitably lead to the deep sea

"Building a maritime power is a major strategic task for the great rejuvenation of the Chinese nation." Since the 18th National Congress of the Communist Party, General Secretary Xi Jinping has repeatedly emphasized the need to further care for the ocean, understand the ocean, and manage the ocean, guiding the continuous achievement of new accomplishments in building our maritime power. The deep sea accounts for about 65% of the total ocean area and 49% of the Earth's surface, containing abundant energy and resources. China's move towards the deep sea is not only an economic proposition but also a comprehensive strategy for expanding living space, ensuring resource security, rising technology, and constructing international discourse power.

Deep-sea technology is mentioned for the first time in the government work report, elevating deep-sea construction to a national strategy

The 2025 "Government Work Report" mentions "deep-sea technology" for the first time and aligns it with emerging industries such as "commercial aerospace" and "low-altitude economy," fully demonstrating the country's determination and strategic resolve to develop deep-sea technology. Deep-sea technology encompasses deep-sea protection, deep-sea detection, and deep-sea resource development, with a market capacity in the trillion-level range. Referring to the development trajectory of low-altitude and commercial aerospace, on one hand, central and local policies are expected to continue to catalyze, while on the other hand, the financing value of the industry is expected to continue to stand out. The deep-sea technology industry from 1 to 10 is expected to accelerate its development.

The construction of underwater offensive and defensive systems is accelerating, and military-civilian integration drives the growth pole of the deep-sea industry

The deep-sea field has a natural characteristic of military-civilian integration, with a high proportion of dual-use technologies and strong interoperability. In the future, the application and industrialization system of China's deep-sea equipment are expected to be further improved, with bottlenecks in production, education, research, and application expected to be resolved, allowing for shared production and research achievements in military and civilian fields, and creating new productive forces and new combat power growth poles through cross-industry collaboration.

Recommendations for attention: The upstream, as the foundational segment of deep-sea construction, is expected to see early growth, while mid and downstream application scenarios continue to expand towards the deep blue

Upstream segment: sonar - Jizhi Co., China Marine Defense, Zhongke Haixun, Changying Tong; titanium alloy - Western Materials, Western Superconducting, BaoTi Co., Jintian Titanium Industry, BaoSe Co., Pike New Materials, Aerospace Technology; marine power - XEMC, China Power, WCZJ; electromagnetic launch - XEMC, Wangzi New Materials; components/equipment - AVIC Optoelectronics, Yaxing Anchor Chain, Julite Rigging, Zhongtian Technology, Dongfang Cable, Hengtong Optoelectronics, Guangxin Materials; software/platform - Zhongke Xingtu, Pinggao Co.

Midstream segment: manned platforms - China Shipbuilding, COMEC, Tianhai Defense; unmanned platforms - COMEC, Weiguang Co., Zhongke Xingtu; marine engineering platforms - China Ship Technology, CIMC; underwater data centers - Hailanxin Downstream sectors: Deep-sea resource development - CNOOC Services, Potential Energy, China National Offshore Oil Corporation, China National Petroleum Corporation; Deep-sea aquaculture - China Marine Defense, Jianglong Shipbuilding, CIMC, China Shipbuilding Industry Corporation, Dongfang Ocean; Offshore wind power - China Shipbuilding Technology, Zhenhua Heavy Industries, Haili Wind Power, SAIC Group, Dongfang Electric.

Risk Warning: Market volatility risk, industry order rhythm risk, research and development underperformance risk, international situation change risk