从大湖股份十大流通股东角度 数据显示，诺安基金旗下1只基金位居大湖股份十大流通股东。诺安多策略混合A（320016）三季度新 进十大流通股东，持有股数256.75万股，占流通股的比例为0.53%。根据测算，今日浮亏损失约95万 元。 1月15日，大湖股份跌5.07%，截至发稿，报6.93元/股，成交1.95亿元，换手率5.72%，总市值33.35亿 元。 资料显示，大湖健康产业股份有限公司位于湖南省常德市武陵区丹阳街道建民巷社区建设东路348号， 成立日期1999年1月18日，上市日期2000年6月12日，公司主营业务涉及健康产品的生产与销售业务、以 康复护理医院运营管理的健康医疗服务业务等。主营业务收入构成为：水产品45.76%，医疗服务 42.99%，白酒9.45%，租金收入0.94%，其他类业务收入0.71%，其他主营业务收入0.16%。 截至发稿，孔宪政累计任职时间5年51天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 93.39%， 任职期间最差基金回报-16.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表 ...

Core Viewpoint - The fishery sector experienced a decline of 0.28% on January 14, with Zhongshui Fisheries leading the drop, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The closing price of Dahu Co. was 7.30, with an increase of 1.53% and a trading volume of 724,500 shares, amounting to a transaction value of 542 million yuan [1] - Haodangjia closed at 2.66, down by 0.37%, with a trading volume of 838,800 shares and a transaction value of 2.247 million yuan [1] - Guolian Aquatic Products closed at 3.94, down by 0.51%, with a trading volume of 1,455,800 shares and a transaction value of 579 million yuan [1] - Kaichuang International closed at 11.72, down by 0.51%, with a trading volume of 104,100 shares and a transaction value of 122 million yuan [1] - Zhangzidao closed at 3.77, down by 0.53%, with a trading volume of 170,000 shares and a transaction value of 64.44 million yuan [1] - Zhongshui Fisheries closed at 11.38, down by 1.13%, with a trading volume of 327,500 shares and a transaction value of 374 million yuan [1] Group 2: Capital Flow - The fishery sector saw a net outflow of 225 million yuan from main funds, while retail investors contributed a net inflow of 154 million yuan [1] - The main fund net inflow for Zhangzidao was -2.8093 million yuan, with a retail net inflow of 4.6675 million yuan [2] - Haodangjia experienced a main fund net outflow of -2.8886 million yuan, with a retail net inflow of 11.2071 million yuan [2] - Kaichuang International had a main fund net outflow of -13.4641 million yuan, with a retail net inflow of 9.3837 million yuan [2] - Dahu Co. faced a main fund net outflow of -20.0915 million yuan, with a retail net outflow of -21.7751 million yuan [2] - Zhongshui Fisheries had a significant main fund net outflow of -60.008 million yuan, while retail investors contributed a net inflow of 59.5947 million yuan [2] - Guolian Aquatic Products saw a main fund net outflow of -12.67 million yuan, with a retail net inflow of 90.916 million yuan [2]

Core Viewpoint - The fishery sector experienced a decline of 3.54% on January 13, with major stocks like Dahu Co. leading the drop, while the overall market indices also fell, indicating a bearish trend in the sector [1]. Group 1: Market Performance - On January 13, the Shanghai Composite Index closed at 4138.76, down 0.64%, and the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. - The fishery sector stocks showed varied performance, with Dahu Co. falling by 5.52% to a closing price of 7.19, while other notable declines included Zhongshui Fishery at -4.48% and Guolian Aquatic Products at -4.81% [1]. Group 2: Capital Flow - The fishery sector saw a net outflow of main funds amounting to 87.54 million yuan, while retail investors contributed a net inflow of 120 million yuan [1]. - Individual stock capital flows indicated that Dahu Co. had a main fund outflow of 4.03 million yuan, with retail investors contributing 12.42% of the net inflow [2].

证券之星消息，1月12日渔业板块较上一交易日上涨0.53%，大湖股份领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。渔业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600257 | 大湖股份 | 7.61 | 2.84% | 32.63万 | 2.44 Z | | 300094 | 国联水产 | 4.16 | 1.46% | 183.75万 | 7.471Z | | 600467 | 好当家 | 2.74 | 0.74% | 96.56万 | 2.61亿 | | 600097 | 开创国际 | 11.90 | 0.42% | 11.75万 | 1.39亿 | | 002069 | 獐子岛 | 3.84 | -0.26% | 17.59万 | 6719.17万 | | 000798 | 中水海 | 12.05 | -1.87% | 61.07万 | 7.28亿 | | 代码 | 名称 | 主力净流入 (元) | 主 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report indicates that the pork price has slightly declined but remains supported by high slaughter volumes and increased breeding activity. The pre-Spring Festival stocking has not yet started, and downstream profits are still in need of recovery. The average price of live pigs as of January 9, 2026, is 12.58 CNY/kg, showing a week-on-week decrease of 0.09 CNY/kg and a year-on-year decrease of 3.36 CNY/kg. The industry gross white price difference is 3.85 CNY/kg, which has decreased by 0.13 CNY/kg week-on-week and 1.46 CNY/kg year-on-year, indicating potential for recovery as stocking begins [5][14]. Summary by Sections Weekly Observation - The report notes that the pre-Spring Festival stocking has not yet started, and downstream profits are still in need of recovery. The average price of live pigs is 12.58 CNY/kg, with a week-on-week decrease of 0.09 CNY/kg and a year-on-year decrease of 3.36 CNY/kg. The industry gross white price difference is 3.85 CNY/kg, indicating potential for recovery as stocking begins [5][14]. Market Performance - From January 5 to January 9, the agricultural sector underperformed the market by 2.84 percentage points. The Shanghai Composite Index rose by 3.82%, while the agricultural index increased by 0.98%. The fishery sector led the gains, with notable increases in stocks such as Dahu Co. (+17.83%), Zhongshui Fishery (+16.07%), and Biological Co. (+15.46%) [7][20][24]. Key News - The Ministry of Agriculture and Rural Affairs reported a 98% compliance rate in the national agricultural product quality safety monitoring for 2025. Additionally, the central reserve of frozen pork will initiate a two-way rotation with an outflow and storage volume of 17,800 tons each [6][26]. Price Tracking - As of January 9, 2026, the average price of live pigs is 12.63 CNY/kg, down 0.13 CNY/kg from the previous week. The average price of piglets is 20.39 CNY/kg, up 0.95 CNY/kg week-on-week. The average price of white strips of meat is 16.85 CNY/kg, showing a slight increase of 0.05 CNY/kg [8][28].

Core Insights - The fishery sector experienced a significant increase of 3.91% on January 9, with Zhongshui Fishery leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] Fishery Sector Performance - Zhongshui Fishery (000798) closed at 12.28, with a rise of 7.44% and a trading volume of 712,700 shares, amounting to a transaction value of 855 million yuan [1] - Guolian Aquatic Products (300094) saw a closing price of 4.10, increasing by 7.05% with a trading volume of 2,365,400 shares, totaling 941 million yuan [1] - Dahu Co. (600257) closed at 7.40, up by 2.49%, with a trading volume of 394,100 shares and a transaction value of 286 million yuan [1] - Haodangjia (600467) closed at 2.72, increasing by 1.87%, with a trading volume of 1,037,400 shares, amounting to 280 million yuan [1] - Kaichuang International (600097) closed at 11.85, up by 1.28%, with a trading volume of 120,500 shares and a transaction value of 142 million yuan [1] - Zhangzidao (002069) closed at 3.85, increasing by 1.05%, with a trading volume of 200,000 shares and a transaction value of 76.3 million yuan [1] Capital Flow Analysis - The fishery sector saw a net inflow of 94.568 million yuan from main funds, while retail funds experienced a net outflow of 38.3252 million yuan [1] - Main funds for Zhongshui Fishery had a net inflow of 63.9963 million yuan, while retail funds had a net outflow of 51.8745 million yuan [2] - Guolian Aquatic Products had a net inflow of 25.9620 million yuan from main funds, but retail funds saw a net outflow of 3.408 million yuan [2] - Haodangjia experienced a net inflow of 25.8548 million yuan from main funds, with retail funds having a net outflow of 16.6542 million yuan [2] - Kaichuang International had a net outflow of 17.4271 million yuan from main funds, while retail funds saw a net inflow of 19.2205 million yuan [2]

Group 1 - The fishing sector increased by 1.16% on January 6, with Hao Dang Jia leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Key stocks in the fishing sector showed varied performance, with Hao Dang Jia closing at 2.66, up by 2.31%, and Da Hu Co. closing at 6.71, up by 1.51% [1] Group 2 - The fishing sector experienced a net outflow of 48.086 million yuan from main funds, while retail investors saw a net inflow of 42.764 million yuan [1] - Detailed fund flow data indicates that Hao Dang Jia had a main fund net inflow of over 7.7515 million yuan, while Da Hu Co. faced a net outflow of 31.5872 million yuan [2] - Retail investors contributed significantly to the net inflow for several stocks, with notable inflows for Guolian Aquatic Products at 9.6396 million yuan and Zhongshui Fishery at 16.8115 million yuan [2]

Group 1 - The high-pressure oxygen chamber concept has seen a significant increase of 7.01%, ranking second among concept sectors, with 10 stocks rising, including BeiYikang which hit a 30% limit up, and others like International Medicine and Innovation Medical also reaching their limit up [1] - The main inflow of funds into the high-pressure oxygen chamber concept amounted to 389 million yuan, with Innovation Medical receiving the highest net inflow of 256 million yuan, followed by International Medicine and Yingkang Life [2][3] - The net inflow ratios for major stocks in the high-pressure oxygen chamber concept are led by Innovation Medical at 74.84%, International Medicine at 41.60%, and Yingkang Life at 8.97% [3] Group 2 - The top-performing concept sectors today include Brain-Computer Interface with a rise of 13.70%, while the Free Trade Zone saw a decline of 2.93% [2] - Other notable sectors include Blood Oxygen Meters up 5.65% and 2025 Annual Report Pre-Increase up 5.16% [2] - The trading volume and turnover rates for stocks in the high-pressure oxygen chamber concept indicate active trading, with Innovation Medical showing a turnover rate of 3.48% [3]

Group 1 - The fishing sector increased by 1.4% on January 5, with Dahu Co. leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Key stocks in the fishing sector showed varied performance, with Dahu Co. closing at 6.61, up 5.25%, and other notable stocks including Guolian Aquatic Products and Zhongshui Fishery [1] Group 2 - The net capital flow in the fishing sector showed a net outflow of 20.11 million yuan from main funds, while retail investors contributed a net inflow of 8.35 million yuan [1] - Detailed capital flow data indicated that Dahu Co. experienced a significant net outflow of 27.58 million yuan from main funds, while retail investors contributed a net inflow of 14.56 million yuan [2] - Other companies like Guolian Aquatic Products and Zhongshui Fishery also showed mixed capital flows, with Guolian experiencing a net outflow from main funds [2]

Group 1 - The core viewpoint of the news is that Dahu Co., Ltd. has seen a significant increase in its stock price, rising by 5.57% to 6.63 CNY per share, with a trading volume of 1.74 billion CNY and a turnover rate of 5.65%, resulting in a total market capitalization of 31.91 billion CNY [1] - Dahu Co., Ltd. is primarily engaged in the production and sales of health products and the operation management of rehabilitation hospitals, with its main business revenue composition being 45.76% from aquatic products, 42.99% from medical services, 9.45% from liquor, 0.94% from rental income, and 0.71% from other business income [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Nuoan Fund, specifically Nuoan Multi-Strategy Mixed A (320016), has entered the top ten circulating shareholders of Dahu Co., Ltd. in the third quarter, holding 2.5675 million shares, which accounts for 0.53% of the circulating shares, with an estimated floating profit of approximately 898,600 CNY [2] - Nuoan Multi-Strategy Mixed A (320016) has a total asset scale of 18.55 billion CNY, with a year-to-date return of 70.98%, ranking 404 out of 8,155 in its category, and a cumulative return since inception of 230% [2]