农牧渔板块今日（11月26日）再度回调。全市场唯一农牧渔ETF（159275）早盘短暂拉升后持续走弱， 截至收盘，场内价格跌0.5%。 成份股方面，水产股跌幅居前，粮油加工、种子、粮食种植等板块部分个股亦表现不佳。截至收盘，中 水渔业跌停，獐子岛大跌9.19%，国联水产跌7.22%，开创国际、好当家、金健米业等亦跌幅居前，拖 累板块走势。 | | | 分时 多日 1分 5分 15分 30分 60分 日 * | | | | | F9 盘前盘后 徽加 九轮 图试 工具 @ (7) > | | 农牧渔ETF | | 159275 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.7 | | | | | 159275(农牧馆ETF) 14:37 价 0.968 强歌 -0.004(-0.40%) 均价 0.992 固文量 0 IOPV 0.9680 | | | OVERSE | 0.987 | | -0.005 -0.50% | | 0.09 | | | | | | | | 0.24% | SZSI CNY ...

（责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准 确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇11月25日｜A股市场此前因中日关系紧张而上涨的渔业和军工股今日集体回调。渔业股中，国联水 产(300094)跌超10%，中水渔业(000798)10CM跌停，獐子岛(002069)逼近跌停，开创国际(600097)跌超 6%，好当家(600467)、东方海洋跌超4%；军工股中，江龙船艇(300589)跌超8%，康达新材(002669)跌超 5%，天海防务(300008)、中船汉光、国科军工跌超4%。消息面上，美国总统特朗普今日与日本首相高市早 苗通电话，电话会谈由美方提议进行。 | | | | | 军工板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序 | 代码 | 名称 | . | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | 1 | 30037 ...

证券之星消息，11月24日渔业板块较上一交易日上涨6.28%，开创国际领涨。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600097 | 开创国际 | 14.18 | 10.01% | 23.99万 | | 3.30 Z | | 000798 | 中水渔业 | 16.60 | 10.01% | 52.73万 | | 8.64Z | | 002069 | 獐子岛 | 5.20 | 9.47% | 170.26万 | | 8.26亿 | | 300094 | 国联水产 | 4.95 | 4.65% | 355.38万 | | 17.26亿 | | 600467 | 好当家 | 2.92 | 2.46% | 251.50万 | | 7.22 亿 | | 600257 | 大湖股份 | 6.13 | 0.00% | 74.31万 | | 4.551Z | 从资 ...

Core Insights - The fishery sector experienced a rise of 2.22% on November 21, with Zhongshui Fishery leading the gains [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Zhongshui Fishery (000798) closed at 15.09, up 9.99% with a trading volume of 968,000 shares and a transaction value of 1.416 billion [1] - Zhangzidao (002069) closed at 4.75, up 9.95% with a trading volume of 1.513 million shares and a transaction value of 704 million [1] - Haodangjia (600467) closed at 2.85, up 1.06% with a trading volume of 2.8157 million shares and a transaction value of 804 million [1] - Guolian Aquatic Products (300094) closed at 4.73, down 0.63% with a trading volume of 4.1889 million shares and a transaction value of 2.043 billion [1] - Dahu Co., Ltd. (600257) closed at 6.13, down 4.22% with a trading volume of 915,500 shares and a transaction value of 582 million [1] - Kaichuang International (600097) closed at 12.89, down 4.87% with a trading volume of 407,100 shares and a transaction value of 53.2 million [1] Capital Flow - The fishery sector saw a net inflow of 62,700 yuan from main funds, while retail funds had a net inflow of 1.092 million yuan [1] - The main funds experienced a net outflow of 10.9828 million yuan from retail investors [1] Individual Stock Capital Flow - Zhangzidao (002069) had a main fund net inflow of 18.6 million yuan, but a net outflow of 106 million yuan from speculative funds [2] - Kaichuang International (600097) had a main fund net inflow of 3.51 million yuan, with speculative funds contributing 7.61 million yuan [2] - Haodangjia (600467) experienced a main fund net outflow of 5.54 million yuan, while speculative funds had a net inflow of 5.17 million yuan [2] - Dahu Co., Ltd. (600257) had a main fund net outflow of 27.5861 million yuan, with retail investors contributing a net inflow of 26.0483 million yuan [2] - Guolian Aquatic Products (300094) saw a main fund net outflow of 49.1618 million yuan, while speculative funds had a net inflow of 27.2019 million yuan [2] - Zhongshui Fishery (000798) had a main fund net outflow of 108 million yuan, with retail investors contributing a net inflow of 53.934 million yuan [2]

Core Viewpoint - The A-share market's fishery stocks are rising against the trend, driven by geopolitical tensions affecting Japanese seafood imports into China [1]. Group 1: Market Performance - Fishery stocks such as Zhongshui Fishery and Zhangzidao hit the daily limit, while Guolian Aquatic Products rose nearly 6% and Haodangjia increased by nearly 3% [1]. - Specific stock performances include: - Zhongshui Fishery (000798) increased by 9.99%, with a market cap of 5.521 billion and a year-to-date increase of 103.64% [2]. - Zhangzidao (002069) rose by 9.95%, with a market cap of 3.378 billion and a year-to-date increase of 29.43% [2]. - Guolian Aquatic Products (300094) increased by 5.88%, with a market cap of 5.686 billion and a year-to-date increase of 32.98% [2]. - Haodangjia (600467) rose by 2.84%, with a market cap of 4.237 billion and a year-to-date increase of 26.07% [2]. Group 2: Geopolitical Context - Japanese Prime Minister Suga Yoshihide's remarks regarding Taiwan have led to a deterioration in Sino-Japanese relations, prompting China to suspend imports of Japanese seafood [1]. - The Chinese Ministry of Commerce stated that Japan's leadership has made "erroneous remarks" on significant issues, negatively impacting economic exchanges and cooperation between the two countries [1].

截至11月20日收盘，预制菜概念下跌2.37%，位居概念板块跌幅榜前列，板块内，国联水产、天马科 技、百洋股份等跌幅居前，股价上涨的有9只，涨幅居前的有中水渔业、福成股份、华英农业等，分别 上涨10.02%、3.41%、2.56%。 | 000759 | 中百集团 | -3.91 | 10.05 | -3858.72 | | --- | --- | --- | --- | --- | | 300999 | 金龙鱼 | -2.84 | 2.53 | -3520.90 | | 600257 | 大湖股份 | -8.44 | 23.93 | -3417.69 | | 002069 | 獐子岛 | -5.68 | 18.96 | -3354.29 | | 002840 | 华统股份 | -3.21 | 3.65 | -2974.11 | | 000876 | 新希望 | -0.92 | 0.58 | -2510.73 | | 002507 | 涪陵榨菜 | -0.07 | 0.96 | -2439.56 | | 001313 | 粤海饲料 | -8.24 | 4.57 | -2359.77 | | 600127 | ...

数据宝统计，截至14:28，好当家成交额10.22亿元，创上市以来新高。最新股价下跌4.98%，换手率 22.83%。上一交易日该股全天成交额为8.21亿元。 据天眼查APP显示，山东好当家海洋发展股份有限公司成立于1993年01月07日，注册资本146099.4304 万人民币。（数据宝） （文章来源：证券时报网） ...

Group 1 - The aquatic product index has strengthened again as of November 20 [1] - Among the constituent stocks, Zhongshui Fisheries has reached the daily limit, while Kaichuang International and Haodangjia have also hit the daily limit [1]

Group 1 - On November 19, 21 stocks had a closing limit order amount exceeding 100 million yuan, with the top three being Huaci Co., Ltd., Aerospace Development, and Guolian Aquatic Products, with amounts of 6.57 billion yuan, 5.02 billion yuan, and 4.55 billion yuan respectively [1] - Huaci Co., Ltd. achieved a cumulative increase of 46.35% with four consecutive limit ups, focusing on the production and sales of daily ceramics, and has commenced construction of a production facility in Vietnam [1][2] - The stock market saw significant activity in the aquatic products sector, with multiple stocks like Guolian Aquatic Products and Zhongshui Marine Industry experiencing limit ups, indicating strong investor interest in this industry [1][4] Group 2 - Huaci Co., Ltd. reported a revenue of 1.133 billion yuan for the first three quarters, representing a year-on-year growth of 15.32%, and a net profit attributable to shareholders of 189 million yuan, up 12.17% year-on-year [2] - The aquatic products sector is highlighted by companies like Zhongshui Marine Industry, which is actively involved in deep-sea economic development and sustainable marine resource projects [1][4] - Other companies in the aquatic sector, such as Dahu Co., Ltd. and Kaichuang International, are also expanding their operations, focusing on integrated supply chains from fishing to processing and sales [4]

Core Viewpoint - The aquaculture sector in China is experiencing a significant surge, with multiple stocks reaching their daily limit up, driven by market dynamics and anticipated recovery in the industry by 2025 [1] Industry Summary - The aquaculture sector saw a rapid increase in stock prices, with Guolian Aquatic reaching its daily limit up, alongside other companies like Kaichuang International and Zhongshui Fishery also hitting their limits [1] - Concerns over deteriorating Sino-Japanese relations may impact Japan's economy, which is a key trading partner for China in agricultural products, particularly in aquatic products and high-end fruits and vegetables [1] - Long-term trade relations between China and Japan in the aquatic product sector are under scrutiny, with potential implications for market dynamics [1] Price Trends - According to Longjiang Securities, the Chinese aquaculture industry is expected to recover significantly by 2025, with major aquatic product prices projected to rise to historical highs [1] - Specific price data indicates that the price of grass carp has reached 14 yuan per kilogram, a 25% increase from the beginning of the year [1] - Prices for specialty aquatic products such as California bass and yellow catfish have also surged to 22.1 yuan per pound and 15.8 yuan per pound, respectively, both surpassing the highest levels recorded since 2021 [1] - The report suggests that this price recovery is a natural outcome following two years of inventory digestion in 2023-2024 [1]