In 2025, the trillion-dollar deep-sea mining track has quietly emerged, and 10 core listed companies have taken the lead, injecting strong impetus into this emerging field.
Zhenhua Heavy Industries (600320), as the global leader in offshore engineering equipment, has outstanding performance in the field of deep-sea mining equipment.
The localization rate of its deep-sea mining equipment reaches 75%, and its 11,000-meter deep-sea mooring system has passed DNV certification, and orders have been scheduled until 2027.
Bao Titanium Co., Ltd. (600456) occupies a dominant position in the global deep sea manned cabin titanium alloy market, with a market share of over 65%.
It led the development of the 10,000-meter manned spherical capsule of the “Struggle”, and the amount of titanium used in deep sea is expected to account for 40% of the total production capacity in 2025.
As the core platform of CSSC, CSSC Technology (600072) designed the world’s first intelligent deep-sea mining ship and actively participated in the research and development of deep-sea resource development equipment.
It transfers military and military technology to civilian applications, and its business covers underwater robots, deep-sea exploration systems and other fields.
Yaxing Anchor Chain (601890) has a global market share of 70% in mooring chains. Its products are widely used in offshore wind power platforms and combustible ice mining fixed systems, and can also meet the mooring needs of deep-sea mining.
China Molybdenum (603993) plans to develop cobalt resources in the Democratic Republic of the Congo and simultaneously expand exploration rights for international seabed mining areas.
Cobalt production increased by 55% year-on-year, directly benefiting from the demand for new energy batteries and deep-sea mining.
Zijin Mining (601899) is the world’s leading copper mine, and its mined copper output continues to grow.
The demand for copper for deep-sea cables and equipment has boosted its performance flexibility, and it also has a certain business layout in the field of deep-sea resource development.
Zhongjin Lingnan (000060) has obtained the exploration rights for the polymetallic nodule mining area in the Western Pacific. It has cooperated with universities to develop deep-sea mining vehicles and improved mining efficiency by 30% through AI algorithms. The nickel reserves of its equity participation projects exceed 2 million tons.
HylandXin (300065) is the world’s first commercial submarine data center builder. Its technology covers ocean observation networks and deep-sea optical cable projects. It has also developed AI-driven deep-sea exploration robots and entered the field of ocean monitoring.
As the core supplier of national sonar systems, Zhongke Hisun (300810) covers submarine pipeline monitoring and deep-sea detection, with a market share of over 70%, providing important detection technology support for deep-sea mining.
Shenkai Co., Ltd. (002278) has made a breakthrough in domestic full-water deep oil tree technology, and the cost is only 1/5 of imported products.
Benefiting from a surge in CNOOC’s deep-sea equipment procurement budget, its technology can be applied to deep-sea mining operations.
Times Electric (600916) has become the world’s leading deep-sea robot supplier through the acquisition of British SMD.
As a supporting technology provider for the self-designed ocean drilling ship “Dream”, the deep-sea robot market share ranks among the top three in the world, and it has strong strength in the field of deep-sea mining robots.
The layout of these 10 listed companies in the deep-sea mining track not only demonstrates their respective technical strength and market competitiveness, but also provides strong support for the development of the emerging field of deep-sea mining.
With the continuous advancement of technology and the gradual expansion of the market, deep-sea mining is expected to become a new growth point for future economic development.
