Institutions: Geopolitical Turmoil Highlights Strategic Value of Global Deep-Sea Resources

Eastern Securities believes that: 1) Under geopolitical disturbances, the importance of energy security has increased, accelerating the development of the marine economy and deep-sea technology, with the efficient utilization of ocean resources expected to speed up. 2) In the context of energy security, the urgency of prioritizing deep-sea information infrastructure construction has increased, with a positive outlook on the core components of deep-sea information detection—sensor demand rising and accelerated domestic substitution. 3) The increase in key operation activities is expected to boost demand for marine equipment procurement, with a focus on the assembly and power segments that have scarce capacity and high barriers to entry.

Everbright Securities believes that: 1) Geopolitical turmoil highlights the strategic value of global deep-sea resources. Amidst current geopolitical instability and the prevalence of unilateral actions worldwide, the competition for strategic resources has intensified, and deep-sea resources are gradually becoming a focal point of contention. Although mid-term supply of deep-sea mineral resources may be limited due to legislative stagnation and environmental concerns, breakthroughs in technology and regulations could reshape the global mineral supply structure. In the long term, deep-sea resources are expected to remain strategic assets for major powers. 2) China’s deep-sea resource strategic value is prominent, with comprehensive policy measures promoting high-quality industry development. The 2025 government work report for the first time listed “deep-sea technology” as a key area of strategic emerging industries, as deep-sea technology combines resource development, national defense security, and technological innovation, carrying profound strategic significance.