刘强东一个月狂花200亿，为啥选了这三城？_老虎社区_美港股上老虎

刘强东一个月狂花200亿，为啥选了这三城？

21世纪经济报道04-02

一个月，三座城，两百亿——刘强东的“探海”版图正从大湾区到环渤海，快速铺开。　　2月24日，京东创始人刘强东携其创立的游艇独立品牌Sea Expandary（探海游艇），与珠海、深圳分别签署合作协议，总部扎根深圳前海，制造基地落户珠海。这一把，就直接砸下50亿元。　　短短一个月，“探海”挥师北上。3月25日，探海游艇制造基地与游艇运营项目签约落户大连，投资额高达150亿元。　　“我们家100多年...

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Expandary（探海游艇），与珠海、深圳分别签署合作协议，总部扎根深圳前海，制造基地落户珠海。这一把，就直接砸下50亿元。　　短短一个月，“探海”挥师北上。3月25日，探海游艇制造基地与游艇运营项目签约落户大连，投资额高达150亿元。　　“我们家100多年...</p>\n\n<a 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Why did he choose these three cities?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"86618":0.6,"89618":0.6,"KJD":0.6,"JD":1.85,"09618":1.85},"content_text":"一个月，三座城，两百亿——刘强东的“探海”版图正从大湾区到环渤海，快速铺开。　　2月24日，京东创始人刘强东携其创立的游艇独立品牌Sea Expandary（探海游艇），与珠海、深圳分别签署合作协议，总部扎根深圳前海，制造基地落户珠海。这一把，就直接砸下50亿元。　　短短一个月，“探海”挥师北上。3月25日，探海游艇制造基地与游艇运营项目签约落户大连，投资额高达150亿元。　　“我们家100多年一直以船为家，我对船是有特殊感情的，做船长是儿时的梦想。”刘强东曾这样谈起初衷。　　但显然，为这个梦想豪掷200亿元，背后远不止于情怀。　　游艇，被认为是我国在大工业类别中最后一个、也是最高端的“空白领域”，全球90%以上市场份额被欧美占据。而随着全球游艇业绿色化、智能化转型提速，我国中产群体不断壮大，在刘强东的设想中，“探海”不光做高端，更要利用本土“三电”供应链优势，推动十万元级游艇落地。　　被他选中的这三个点位，跨越超2000公里，各自有不同的产业基地与市场空间。它们如何分工、如何协同？这场重金启航的“探海”梦想，又能否在欧美品牌主导的全球海域中，闯出自己的航道？　　“超级游艇”大连造　　2月24日，“探海”甫一亮相，刘强东就向媒体透露，已接到五艘“大型游艇”订单，具体为72米双体船，每艘平均售价6000万欧元。　　72米是什么概念？　　去年9月，天津市《滨海新区游艇休闲旅游产业发展规划（征求意见稿）》中，将“大型游艇”划定为18-24米，“超级游艇”则在24米以上。而去年底入驻三亚的全国最大钢质入级游艇“亚特兰蒂斯”号，总长52米。　　由此看来，刘强东所言“大型游艇”，实已达“超级游艇”范畴，换算人民币单艘售价近5亿元，订单总额直逼24亿元。 图源：《滨海新区游艇休闲旅游产业发展规划（征求意见稿）》　　这就不难解释，“探海”为何豪掷150亿元进军大连，落地制造基地与游艇运营项目。　　对比国内诸多沿海城市，大连拥有央企坐镇、相当雄厚的船舶工业基础，中船集团大连造船、中远海运、恒力重工、中远川崎等4家大型总装企业订单排期均已到2029年。2024年，大连市船舶与海工装备产业实现产值约620亿元、同比增长12.7%，年建造能力达1200万载重吨，总装建造能力居全国前列。　　综合开发研究院（中国·深圳）前海分院副院长、可持续发展与海洋经济研究所所长胡振宇告诉记者，造游艇固然不同于造货轮，属于更高端、更细分的领域，但大型乃至超级游艇的定制化生产，对港口、船坞和重工经验的要求极高。　　业内素有“世上有多大的船，大连港就有多大的码头”一说。大连的巨型船坞、深水泊位和重型船舶工程经验，构成其游艇制造业的先发优势。　　据辽宁省政府官网消息，探海公司将在大连建设“定制化高端游艇生产线”，主要从事大型游艇及配件研发、设计和生产制造，且将融入新能源动力、智能驾驶等前沿技术。这不仅激活了大连的海洋制造强项，更叠加“绿色”“智能”等新元素，使百年造船积淀加速向“创新驱动”转型。　　大连拥有的不只是船坞。作为东北对外开放龙头和重要出海口，大连坐拥3.01万平方公里海域、2211公里海岸线、538个海岛，海洋文旅资源丰富，游艇拥有量居全国首位，全市登记注册游艇1800多艘。　　探海公司的布局也延伸至运营端——在大连运营游艇城市会客厅及综合服务母港，打造游艇服务枢纽。据悉，双方将以签约为契机，共同进行游艇产业技术升级、场景开发，强化产业配套，培育消费新场景，推动文旅体商深度融合。　　高端制造叠加高端消费，让大连接住了这份150亿元的“泼天富贵”。　　“下一辆车”湾区造　　定制化的高端市场只是起点。　　“希望未来能造出10万元的游艇，让普通工薪阶层也用得起。”刘强东的终极愿景，是让游艇作为日常消费品，泊入寻常百姓家。　　“就像汽车从燃油走向新能源、再走向智能网联，绿色化、智能化也是游艇产业转型的关键方向。”胡振宇分析道，传统游艇长期受困于高油耗、高排放、高噪音、高运维的“油老虎”模式，中小型燃油游艇每小时航行成本动辄数百上千元，大型游艇更是水上油耗大户，不仅使用门槛居高不下，也与全球碳中和、海事环保收紧大势相违。　　在刘强东的规划中，探海游艇的产品将全部采用新能源、全自动化。而全国范围内，粤港澳大湾区尤其深圳拥有高度成熟的动力电池、电机、电控供应链，且“三电”能力正从陆地、空中延伸至海上。　　例如，比亚迪储能与意大利游艇巨头圣劳伦佐集团（Sanlorenzo）已达成战略合作，将推动磷酸铁锂电池在游艇领域的适配性开发；汇川技术相关解决方案在船舶电力推进、轴带发电机、风电安装平台、海工浮吊、内河新能源电动船舶等场景也实现了批量应用。　　因而，探海游艇总部选择了深圳。据深圳市海洋发展局透露，探海将在深布局游艇研发设计、游艇销售经营、游艇供应链管理、游艇展示、文旅发展等核心业务，尤其将聚焦智能游艇、电动游艇等品类，依托深圳产业链供应链优势拓展“锂电+”应用，提升游艇产业研发设计水平。　　另一方面，游艇走向平民化，尺寸必然趋向中小型，也更适配家庭出海、周末休闲等日常场景。　　同样布局制造基地，珠海的角色与大连鲜明互补。根据珠海市政府与珠海探海游艇科技有限公司签署的协议，探海将在珠海重点建设现代化、智能化的高端游艇制造基地，聚焦新能源动力技术、智能驾驶系统、新型材料等领域的研发创新中心，提供全生命周期服务的游艇运营服务中心和专业保税维修中心。　　珠海探海游艇科技有限公司注册于珠海市金湾区。而金湾区平沙镇，是国内第一个也是目前唯一的游艇专业镇。　　公开资料显示，建于2002年的平沙游艇产业园，本地配套率超85%，10平方公里内集聚游艇相关企业68家，其中游艇制造企业32家、配套及运营服务企业36家，代表性企业如杰腾造船、亚光科技（太阳鸟游艇）、佳航游艇、伊利亚特、天域游艇等。　　胡振宇告诉21世纪经济报道记者，不同于大连的重型、高端定制路线，平沙游艇企业以民营为主，依托本土供应链配套，实现模块化设计、流水线量产，这恰恰是将入门级游艇价格从数十万、上百万元拉至10万元水平的关键。　　依托大湾区的产业链与量产能力，游艇正从过去的“富豪玩具”，转向家庭的“下一辆车”。　　产业爆发前夜　　刘强东的“船长梦”选择在三座城市相继“起锚”。它们相距虽远，却正好连通南北，巧妙串联研发、制造、市场、服务一整条产业链。　　不过，正如新能源车的普及历经了十余年，游艇走向普罗大众，仍面临停泊贵、审批繁琐、配套不全、场景不足等痛点。而这三座城市，正在各自的水域中破题探索。　　去年12月，大连出台《促进邮轮游艇产业高质量发展工作实施方案》，列出23项具体任务，意图在“十五五”期内将游艇产业打造成经济新增长点。　　如在基础设施配套方面，大连将推动在梭鱼湾京谷燃和满化码头新建两处游艇码头，并推动星海湾、东港、老虎滩等现有3个核心码头及其服务中心改造升级；文体旅商融合方面，针对游艇出海一大热门活动——海钓，大连正制定全市海钓地图及服务清单，打造“到大连钓大鱼”品牌，培育“海钓+餐饮+观光”融合的高端休闲产品。　　深珠除了制造成本优势，更大的底气，来自身边庞大的港澳及全球市场。　　探海作为国内投资规模最大的游艇产业总部项目，落地不久，广东省就宣布建立粤港澳游艇自由行联席会议制度。同步印发的《广东省粤港澳游艇自由行联席会议办公室及成员单位职责》对各单位任务进行细致分工，推动全链条管理协同。　　与深圳一湾之隔，香港是亚洲最大、最成熟的游艇进口市场，拥有超1.25万艘已注册常驻游艇。深圳就近承接了游艇需求外溢，深圳湾游艇会作为深圳唯一“粤港澳游艇自由行”指定停泊港，目前已有超300艘次港澳游艇入境前海。　　深圳在此前《海事服务港航高质量发展若干举措》新闻发布会上也透露，将强化粤港澳三地机制衔接，包括建立港澳游艇“两套牌”管理模式、制订港澳游艇驾驶员在广东水域驾驶游艇持证管理办法、扩大深圳游艇自由行水域范围等。　　“中国游艇业处于爆发前夜。”胡振宇告诉21世纪经济报道记者，当前多地简化游艇考证、登记、出航审批，推进粤港澳游艇自由行，扩大公共水域开放，加快公共码头、充电补给、救援网络建设，“停不起、开不远、管太严”等长期壁垒正在产业力量与政策推动下逐渐瓦解。　　交通运输部数据显示，近三年中国游艇数量呈快速增长态势，新登记游艇约占游艇总数54.7%。截至2025年底，中国登记有效游艇共计9850艘，预计“十五五”时期将继续保持增长态势。　　而据国际游艇联合会（ICOMIA）统计，全球游艇总数突破3400万艘，其中美国以超1500万艘的规模居全球首位。这种市场差距，也意味着巨大的增长空间。　　“制造业跟互联网不一样，可能需要十年、二十年，用品质、技术和绿色环保获得全世界消费者的认可。”正如刘强东所言，这场关于海洋、关于制造、关于消费升级的“探海”征程，才刚刚开始。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}