1. Sinoma Science & Technology (002080) is a high-tech enterprise in China's special fiber composite materials sector, affiliated with China National Building Material Group, and listed on the Shenzhen Stock Exchange in 2006. The company leverages core technologies from three major research institutes and possesses a complete industrial chain for non-metallic mineral materials, glass fiber, and fiber composite materials. Its core businesses include wind turbine blades, glass fiber and products, and lithium battery separators, while also involving high-pressure composite gas cylinders and filtration materials. Its subsidiary, Sinoma Blade, is a leading enterprise in China's wind turbine blade industry, with large-scale and specialized capabilities ranking at the forefront. Products are widely used in new energy, aerospace, energy conservation, and emission reduction, with advanced composite materials successfully applied in the Shenzhou manned spacecraft series. The company has broken foreign monopolies in areas such as low-expansion fiber cloth, demonstrating strong technological innovation capabilities.
2. CIMC (000039) is a global leading supplier of equipment and solutions for the logistics and energy industries, established in 1980 and listed with A+H shares. The company has diversified operations, with core segments including container manufacturing, road transport vehicles, energy, chemical and food equipment, offshore engineering equipment, and airport facilities. Container manufacturing is a traditional strength, with production and sales leading globally since 1996, maintaining the top position in standard dry containers, refrigerated containers, and special containers. In road transport vehicles, its subsidiary CIMC Vehicles has been the global leader in specialized semi-trailers for many years. The energy equipment segment covers LNG storage and transport equipment and tank containers, while offshore engineering involves high-end equipment like drilling platforms and FPSOs. Recently, it has expanded into new businesses such as modular data centers and green methanol, forming a dual-drive structure of "logistics + energy."
3. Hunan Valin Steel (000932) is a leading steel enterprise in Hunan Province, focusing on high-end steel manufacturing and building a product system of "plate, pipe, bar, wire + special steel." The company has formed a specialized division with "Loudi plates, Xiangtan wires, and Hengyang pipes." Its subsidiary Xiang Steel is a globally leading wide and heavy plate base, with leading domestic market shares in offshore engineering steel and bridge steel. Lian Steel focuses on cold and hot-rolled thin plates, achieving breakthroughs in high-end silicon steel products, including non-oriented silicon steel as thin as 0.10mm for new energy applications. Heng Steel specializes in seamless steel pipes, supplying products like oil and gas pipes and high-pressure boiler tubes to top-tier customers. The company is advancing high-end and green transformation, with silicon steel becoming a growth highlight, while also targeting downstream high-growth sectors like new energy vehicles, wind power, and nuclear power.
4. Angang Steel (000898) is a large state-owned steel enterprise in China, with three production bases in Anshan, Yingkou, and Chaoyang, offering a full range of steel products including hot-rolled coils, medium and heavy plates, cold-rolled sheets, galvanized sheets, and heavy rails. Leveraging the资源优势 of Anshan's local iron ore resources, the company excels in niche areas such as railway steel, ship and offshore engineering steel, and home appliance steel. It has held the top market share in railway locomotive and vehicle steel for 22 consecutive years and leads in X80 high-grade pipeline steel. As one of China's largest suppliers of steel for home appliances, it provides products to well-known brands like Haier and Midea. The company is actively pursuing high-end transformation, focusing on high-strength automotive steel, high-tech ship and offshore engineering steel, and energy steel, while also venturing into emerging industries like green energy and resource recycling.
5. Nanjing Steel (600282) is a key fully integrated steel enterprise in Jiangsu Province, with an annual capacity of millions of tons, focusing on specialized and special steel. Its products mainly include specialized plates and special steel long products, with a strategic shift away from low-margin construction rebar and a continuous increase in the proportion of high-end products. In specialized plates, it holds a 25% domestic market share in offshore engineering steel, widely used in oil and gas equipment and shipbuilding. Special steel long products cover bearing steel and spring steel, supplied to the automotive and engineering machinery industries. The company's R&D investment consistently exceeds 3% of revenue, with many products filling domestic gaps and providing key materials for national key projects. It has extended into smart manufacturing and green, low-carbon fields, building a composite industrial chain ecosystem to enhance comprehensive competitiveness.
6. Kehua Data (002335), formerly Kehua Hengsheng, was founded in 1988 and specializes in power electronics and digital technology, forming three business matrices: data centers, high-end power supplies, and clean energy. The data center business offers full-lifecycle services, including planning, design, integration management, and IDC hosting, serving industries like internet, finance, and government. High-end power products include UPS and high-voltage DC power supplies, used in rail transit, industrial semiconductors, airports, and ports. The clean energy business focuses on photovoltaics and energy storage, creating a full-scenario product matrix and implementing several benchmark projects. Centered on "AI + digital energy," its clients include leading companies like Tencent, ByteDance, and Nvidia, with strong technical capabilities and market recognition.
7. Hanlan Cable (002498) is a leading cable enterprise based in Qingdao, established in 1989 and listed in 2010, focusing on the R&D, production, and sales of wires, cables, and accessories. Its products cover over 10,000 specifications across eight categories, including high, medium, and low-voltage cross-linked cables up to 500kV, submarine cables, ship cables, and mining cables, while also producing special conductors like aluminum alloy wires and carbon fiber wires. It leads in ultra-high-voltage cable technology, with multiple vertical ultra-high-voltage cross-linked cable production lines, and core products include 220kV cable accessories and 110kV submarine composite optical fiber cables. The business extends to condition detection systems and turnkey power transmission and transformation projects, offering integrated solutions from "product + laying + testing." Products are widely used in smart grids, wind power, nuclear power, and offshore engineering, making it a national champion in manufacturing.
8. Mingyang Electric (301291), headquartered in Zhongshan, Guangdong, was founded in 1993 and listed in 2023, focusing on the R&D, production, and sales of power transmission, distribution, and control equipment. Core products include transformers, box-type substations, and complete switchgear, covering voltage levels from 0.4kV to 252kV, while also launching特色 products like integrated photovoltaic/storage inversion and step-up units. Products are used in new energy (onshore/offshore wind power, photovoltaics, energy storage), data centers, smart grids, and rail transit, sold to nearly 80 countries and regions worldwide. The company has strong technical capabilities, with its self-developed 66kV offshore wind power step-up system breaking foreign monopolies, and offshore wind power-specific dry-type transformers and gas-insulated medium-voltage ring main units reaching international advanced levels. Its data center power modules are recognized by leading clients like ByteDance and Tencent, with accelerated overseas market布局.
9. Titan Wind Energy (002531), established in 2005 and listed in 2010, is a global leader in wind power equipment manufacturing, implementing a dual-drive strategy of "new energy equipment manufacturing + zero-carbon industrial development." The equipment manufacturing segment focuses on offshore wind power and marine engineering equipment, with cumulative global market leadership in onshore wind turbine towers and同步 development in blades. Offshore wind products include monopile foundations, jacket foundations, offshore substations, and floating platforms, with production bases in Yangjiang and Jieyang. The zero-carbon industrial segment engages in wind farm development, construction, and operation, with nearly 1.8GW built or under construction,布局 in regions like Shandong, Hubei, and Xinjiang. With nearly 20 manufacturing bases globally, it has been listed in the "Global Top 500 New Energy Enterprises" for 12 consecutive years, actively expanding overseas markets.
10. Jiuli Special Materials (002318), founded in 1987 in Huzhou, Zhejiang, is a leading enterprise in China's industrial stainless steel pipe segment, listed in 2009. The company specializes in the R&D and production of heat-resistant, pressure-resistant, and corrosion-resistant stainless steel and special alloy pipes, bimetallic composite pipes, and pipe fittings, with world-advanced seamless and welded pipe production lines. Core products include industrial seamless pipes, welded pipes, composite pipes, pipe fittings, and upstream alloy materials, used in petrochemicals, nuclear power, thermal power, shipbuilding, offshore engineering, and seawater desalination. It has long held the top position in domestic production and sales of industrial stainless steel pipes, exporting to over 70 countries and regions. Transitioning from traditional deep processing to mid-to-high-end new materials, it is expanding into emerging fields like aerospace and controlled nuclear fusion, with high-margin nuclear power products and突出的技术壁垒.
11. Aerospace Development (000547) focuses on defense informatization, security defense, and high-end equipment, with business布局 aligned with modern defense needs and a mature industrial layout. Its former offshore engineering equipment business has been integrated into the digital blue army and blue army equipment segment, centering on military actual combat testing and training system development. Leveraging deep technical积累, it focuses on complex electromagnetic environment construction, providing integrated services from combat simulation to environment modeling and solution implementation for various defense departments. Utilizing aerospace research advantages, it continues to deepen core areas like special equipment, electromagnetic countermeasures, and simulation training, continuously iterating technology and upgrading products. Business scenarios cover military support and special scenario simulation testing, with stable technical output and systematic service capabilities,长期深耕 niche刚性需求 tracks, while expanding related support业务 boundaries through industrial synergy.
12. Xinqianglian (300850) specializes in the R&D and manufacturing of high-end precision bearings and large forgings, with a complete product matrix meeting various core support needs for high-end equipment. Its main products include full-series wind power bearings, specialized shield machine bearings, offshore engineering support components, and industrial large forgings. In offshore engineering, it offers products like slewing rings and large structural bearings, meeting the demanding conditions of marine engineering equipment and offshore machinery. Through independent R&D breakthroughs, it is gradually achieving localization substitution for high-end bearings, breaking traditional external technology reliance. The production system covers forging, heat treatment, precision machining, and testing, with full self-research and production capabilities. Products are widely used in new energy equipment, underground engineering, offshore engineering, and heavy industrial machinery, continuously improving materials, structures, and durability to adapt to complex outdoor and highly corrosive marine environments.
13. Western Materials (002149) is a leading enterprise in high-end rare metal composite materials, deeply engaged in the R&D, production, and sales of special metal materials for key fields like high-end manufacturing, offshore engineering, ships, and nuclear power. With years of technical沉淀, it has mature mass-production capabilities in titanium alloys, rare alloys, and layered composite metals. Recently, it has increased布局 in the marine sector, with steady growth in orders for offshore engineering and ship配套 products, enhancing its capacity to meet industrial demand. The company has implemented technical upgrades for titanium alloy production lines for offshore engineering, optimizing material durability and stability in high-salt, high-corrosion marine environments. These special materials are widely applicable to deep-sea equipment, offshore oil and gas extraction facilities, and ship structural components. Leveraging technical barriers and customized R&D, it continuously meets the needs of high-end industry and deep-blue development, steadily expanding marine material applications.
14. Oriental Nations (300166) is a core enterprise in China's big data and cloud computing sectors, deeply involved in data governance, intelligent computing, and industry digital solutions, participating in the implementation of national smart ocean projects. It focuses on building provincial-level marine big data centers, serving as key nodes in the national marine big data platform, integrating全域 marine information resources. Business revolves around marine data collection, analysis, intelligent mining, and scenario-based applications, establishing a full-chain data processing system. Using blockchain, cloud platforms, and intelligent algorithms, it builds a secure marine data sharing system, improving digital support for marine environment monitoring, resource management, and industrial services. It deeply supports the digital transformation of ocean governance, creating replicable smart ocean operation models. With full-stack cloud service capabilities, it enables refined management, ecological protection, and rational resource development in the marine industry, providing technical support for marine economic digital upgrade.
15. Zhenjiang Shares (603507) specializes in high-end equipment structural components and new energy配套 manufacturing, simultaneously布局 offshore engineering and offshore wind power-related businesses, with significant industrial synergy advantages. Its控股 subsidiary focuses on offshore engineering equipment operation and services, core businesses including offshore wind power installation and maintenance support. The company also布局 offshore wind power equipment manufacturing and international shipping, forming a marine industry layout combining manufacturing and services. Leveraging mature production capacity and工艺 technology in equipment processing, it meets the配套 production needs of offshore wind power and near-shore engineering facilities. With solid expertise in mechanical processing and metal structure manufacturing, it adapts to the product standards required for complex marine climates and highly corrosive environments. Focusing on new energy and marine economy development, it continuously optimizes capacity布局, improves marine配套 business systems, and steadily expands深蓝 industry-related operations.
16. Bomesc (603727) has long been engaged in the modular manufacturing of offshore oil and gas development equipment, being an early and experienced professional service provider in China. The company focuses on the design, construction, and integration of offshore engineering modules, initially centered on living quarter modules and now expanded to electrical modules, oil and gas processing modules, and full-range offshore platform modules. It possesses complete capabilities for large modular equipment construction, customized design, and on-site implementation, meeting the needs of high-end marine facilities like FPSOs and offshore oil and gas platforms. While完善 traditional offshore business, it has gradually crossed into modular facility construction for mining and natural gas liquefaction, broadening application scenarios. With mature construction processes, professional project management teams, and large-scale production sites, it forms a differentiated competitive advantage. Focusing on deep-sea energy development support, it provides customized solutions for marine oil and gas resource development and deep-sea engineering projects.
17. StarNet Universe (002829) focuses on the R&D and production of special intelligent equipment, vehicle, and shipborne informatization hardware, deeply布局 marine engineering配套 informatization industry. Its offshore segment主打 special computers, dedicated display equipment, and automatic measurement and control systems, adaptable to harsh environments like naval vessels, near-shore platforms, and offshore special equipment. Products feature moisture-proof, anti-corrosion, anti-interference, and high stability, suitable for high-humidity, high-salt雾 marine conditions. Leveraging advantages in measurement and control technology and hardware customization, it provides stable and reliable informatization support for marine special operation equipment. Combined with years of military support and special equipment R&D experience, it continuously optimizes the protective performance and operational stability of marine-specific electronic devices, gradually完善 marine informatization and measurement equipment product matrix, deeply cultivating the niche marine配套 track.
18. Weihai Guangtai (002111) is a high-end specialized equipment manufacturer, with businesses covering airport equipment, special power supplies, and marine配套 equipment, boasting strong comprehensive R&D strength. Long engaged in marine engineering配套, it is a qualified supplier for international leading offshore oil and gas service companies, maintaining stable long-term cooperation and providing customized work units for offshore drilling platforms. Products strictly adhere to high marine industry standards,适应海上平台高腐蚀、全天候连续作业的严苛要求. With experience in high-end equipment precision manufacturing, it has accumulated deep technical expertise in structural design, anti-corrosion treatment, and equipment stability optimization. Aligning with深蓝 industry trends, it continues to stabilize marine oil and gas配套 cooperation, leveraging mature customization and batch production capabilities to deeply cultivate the offshore industrial配套 track and improve service quality.
19. Guanglian Aviation (300900) focuses on the R&D and manufacturing of high-end composite material structural components, actively布局 cutting-edge unmanned marine equipment, aligning with modern marine security and deep-sea operation trends. It emphasizes R&D on core structural parts for unmanned vessels and underwater unmanned vehicles, using lightweight composite technology to optimize hull strength, corrosion resistance, and endurance. Addressing complex marine environments, it improves composite formulas and structural designs to enhance wind-wave resistance, anti-corrosion, and stealth capabilities. Deeply aligned with modern marine construction needs, it participates in the development of overall structures for unmanned offshore platforms, supporting near-shore detection, underwater patrol, and marine environment monitoring. Leveraging aviation-grade precision manufacturing, it cross-empowers marine high-end equipment upgrades,突破 lightweight, high-durability marine composite application technologies,完善 deep-blue unmanned equipment配套布局.
20. Taisheng Wind Energy (300129) is a core wind power equipment manufacturer in China, continuously extending into deep-sea marine engineering equipment. Its main products include wind turbine towers and offshore wind power foundation structures, leveraging deep experience in marine wind equipment manufacturing to focus on R&D for floating wind turbine support structures and semi-submersible offshore operation platforms. Collaborating with universities, it forms specialized R&D teams to tackle key technologies like deep-sea equipment construction, storm-resistant structural design, and marine anti-corrosion. Products适应深远海复杂海况和强腐蚀环境的长期使用需求, supporting the large-scale and deep-sea development of offshore wind power. With years of experience in large steel structure manufacturing, it gradually expands marine engineering配套业务 boundaries, centering on technology R&D to explore integration paths for offshore wind and marine industries, aiding blue energy and marine engineering协同发展.
21. Pony Testing (300887) is a comprehensive third-party testing and certification service provider in China, covering environmental monitoring, food testing, medical testing, marine ecological testing, and other professional fields. It长期 undertakes ecological and environmental monitoring for major marine projects and marine environment quality assessments, conducting seasonal marine航次 monitoring in spring, summer, and autumn annually.围绕 marine ecological protection, compliance evaluation of marine engineering, marine water quality and biological resource testing, and marine pollution control, it provides professional, authoritative, and standardized testing data and technical reports. With完善的 laboratory布局, professional testing equipment, and standardized processes, it deeply participates in national marine ecological management, blue bay governance, and environmental impact assessments for near-shore development projects. As a neutral third-party testing provider, it supports sustainable marine ecological development and绿色健康 advancement of the marine economy, being a key technical service支撑 enterprise in marine environmental protection.
22. Bidding Shares (301136) specializes in comprehensive engineering consulting services like project supervision, testing, surveying, and IT services, actively布局 smart ocean digital construction. It focuses on building an integrated sky-land-sea remote sensing application system and同步 establishing a smart ocean big data analysis service platform. The platform is widely applicable to marine ecological environment monitoring, seabed natural resource surveys, ship dynamic management, and精细化管理 of near-shore aquaculture. Through remote sensing, big data aggregation, and intelligent analysis, it achieves dynamic visual management of sea areas, early warning of marine disasters, and rational planning of marine resources. Leveraging advantages in全域 spatial information technology, it provides digital technical support for marine spatial planning, ecological governance, and sustainable development, aiding the精细化和智能化 transformation of ocean governance.
23. Shanghai Hugong (603131) specializes in the R&D, production, and sales of welding and cutting complete equipment, being a well-known professional manufacturer in China's welding industry. Welding equipment is called the "sewing machine for steel," and cutting equipment is a core tool for steel processing, with applications in shipbuilding, offshore engineering steel structure construction, offshore platform installation, and port heavy industry facilities. Offshore steel structures, oil and gas platforms, wind power foundations, and ship hulls extensively use its welding and cutting equipment. Products offer strong stability and high durability,适应 marine high-humidity, high-salt雾, and highly corrosive conditions, meeting long-term, high-intensity continuous construction needs. Long-term supplier to shipbuilding, marine infrastructure, and marine new energy projects, it is a key upstream配套 manufacturer in the marine engineering industry chain.
24. Nanshan Holding (002314) has diversified businesses covering real estate development, integrated housing, ship配套, offshore engineering equipment, and energy logistics services. Its manufacturing segment includes ship outfitting and offshore engineering specialized equipment, while deeply engaging in logistics support for oil exploration and development in the South China Sea. It长期 provides integrated logistics services like storage, transport, material supply, and on-site maintenance for oil and gas exploration, offshore platform operations, and seabed resource development in the eastern South China Sea. Leveraging区位 advantages and完善的 supply chain, it closely connects with marine energy development and offshore oil and gas operations.同步 optimizing offshore配套 structures, temporary marine engineering facilities, and ship-related products, it全方位 serves marine oil and gas extraction and near-shore engineering, deeply integrating into the southern blue economy产业链.
25. Juli Rigging (002342) is a leading rigging R&D and manufacturer in China, with strong capabilities in marine mooring, offshore lifting, and deep-sea anchoring. Its wire ropes and specialized rigging products have been used in benchmark offshore new energy projects, for platform assembly and wind turbine installation. It continues to deepen R&D in deep-sea mooring systems,布局 permanent mooring wires, deep-sea fiber ropes, anchoring connectors, and marine engineering forgings. Marine rigging can withstand deep-sea pressure, strong corrosion, and long-term wave loads,适应 floating offshore wind power, deep-sea oil and gas platforms, and large offshore floating facilities. Products meet strict marine standards for safety, durability, and load capacity, being an indispensable core配套 enterprise for offshore engineering and deep-sea new energy development.
26. Zhongnan Culture (002445) specializes in the R&D and production of industrial metal pipe fittings, flanges, and pressure vessel components, being an early listed professional metal pipe products enterprise in China, with leading production scale. Its metal pipe fittings, pressure pipe components, and connection flanges are widely used in petrochemical pipelines, offshore oil and gas pipelines, platform输送 systems, ship piping, and marine engineering pressure facilities. Seawater environments are highly corrosive and involve high-pressure密闭 transport; its products offer excellent acid and alkali resistance, anti-corrosion, and high temperature/pressure performance,长期适应 marine oil and gas transport, submarine pipeline laying, and offshore chemical facilities. With mature metal forging and precision processing, it stably supplies core pressure components for offshore engineering, ensuring safe operation of seabed resource extraction and offshore energy transport pipelines.
27. Liberte (605167) specializes in the modular construction of large industrial modules and heavy equipment integration, deeply participating in high-end offshore oil and gas equipment projects. It corely undertakes the overall manufacturing of topside modules for FPSOs, including power generation, manifold, and utility modules, requiring high precision and large weight. FPSOs are key offshore platforms for deep-sea oil and gas extraction, used for remote exploration and temporary storage. The company has capabilities for large component assembly, offshore heavy equipment positioning, and deep-sea modular integration, strictly adhering to safety standards. With high-end heavy industry modular construction strength, it deeply participates in global deep-sea energy development, aiding China's large-scale offshore oil and gas resource utilization.
28. Huadian Liaoneng (600396) focuses on clean energy power generation, power project investment, and operation, actively布局 deep-sea offshore wind resource development in Northeast China. It successfully won a large-scale offshore wind project in Dandong, Liaoning, located in the Liaodong Bay near-shore area, a key regional blue new energy project. Deeply engaged in the full industry chain of offshore wind resource planning, construction, grid connection, and operation, it leverages its central state-owned energy platform advantage to steadily promote northern sea area projects. Offshore wind power is a core green energy sector of the marine economy, combining ecological and energy security value. It continues to expand marine new energy布局 in the Bohai Sea, promoting large-scale near-shore wind power development and aiding marine clean energy transition.
29. Dayuan Pump Industry (603757) deeply engages in the R&D and manufacturing of various industrial, civilian, and canned motor pumps, with technical advantages in sealed medium transport pumps. Its industrial canned motor pump series is specially designed for offshore oil platforms, handling safe transport of volatile media. Offshore platforms have特殊 conditions with flammable materials and high humidity/salt雾, demanding high sealing, safety, and corrosion resistance. Its marine-specific canned motor pumps are leak-free, stable, and highly corrosion-resistant,适应 long-term continuous operation on deep-sea platforms. Products are widely used in offshore oil and gas extraction, energy transport, and water circulation, being a key fluid transport配套 enterprise for offshore oil and gas equipment.
30.中海达 (300177) is a leading professional equipment provider in China for marine surveying, underwater detection, and acoustic positioning, independently developing full sets of marine survey instruments. Main products include marine positioning and定向 systems, intelligent unmanned survey vessels, underwater sonar, depth sounders, current monitors, and high-precision underwater positioning systems. Widely used for seabed mapping, marine hydrological surveys, reservoir and waterway safety monitoring, marine digital twin construction, and near-shore seabed risk inspection. Unaffected by complex underwater environments, it accurately detects seabed topography, hydrological dynamics, and obstacles, providing precise data for marine engineering, waterway safety, resource surveys, and disaster prevention. Fully empowering smart marine exploration and digital mapping, it is a core domestic equipment service provider in the deep-blue detection field.
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