The core development tone for the industry in 2026 can be summarized as: accelerated independent technological innovation, comprehensive penetration across application scenarios, iterative business models, and reshaped competitive landscape. First, on the technological front, the localization rate of core domestic components has increased to nearly 80%. Key areas including inertial navigation, multi‑beam sonar chips and deep‑sea pressure‑resistant materials have achieved independent controllability, breaking long‑term overseas monopolies. Second, on the application front, downstream scenarios have expanded from traditional deep‑sea scientific research and oil‑gas exploration to civil and commercial fields such as offshore wind‑power operation and maintenance, intelligent aquaculture, urban water‑system inspection, and marine ecological monitoring, continuously broadening demand boundaries. Third, on the business‑model front, the industry is transforming from pure hardware sales to integrated solutions covering “hardware + algorithms + data services + full‑life‑cycle operation and maintenance”, with rising proportion of value‑added services. Fourth, on the competitive‑landscape front, a tri‑polar global pattern has taken shape: North America leads in core technologies, Europe excels in special‑operation equipment, and China is experiencing rapid growth. Domestic enterprises are breaking through from mid‑to‑low‑end markets and gaining footholds in the high‑end deep‑sea equipment segment.