2025年8月28日，好当家(600467.SH)发布2025年半年度报告。截至2025年8月27日，共有2个机构投资者 披露持有好当家A股股份，合计持股量达5.77亿股，占好当家总股本的39.53%。其中，机构投资者包括 好当家集团有限公司、UBS AG，机构投资者合计持股比例达39.53%。相较于上一季度，机构持股比例 合计下跌了0.23个百分点。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 ...

Core Points - The company, Shandong Haodangjia Ocean Development Co., Ltd., has announced that it will not distribute profits for the first half of 2025 and will not convert capital reserves into share capital [1][2] - The company has appointed a new securities affairs representative, Bi Anning, following the resignation of Song Xiaohui due to job adjustments [3] - A performance briefing for the second quarter of 2025 is scheduled for September 17, 2025, where key executives will be present to discuss the company's performance [4][5] Company Overview - Shandong Haodangjia Ocean Development Co., Ltd. is engaged in the marine development industry [2] - The company has not reported any significant changes in its operational status or major events that could impact its business during the reporting period [2] Financial Data - The financial data for the first half of 2025 is summarized in the company's semi-annual report, which is available for investors to review [1][2] - The company has not disclosed any specific financial figures in the provided documents [2][4] Important Announcements - The company has confirmed the accuracy and completeness of its announcements and reports, ensuring no misleading statements or omissions [1][3][5] - The company encourages investor participation in the upcoming performance briefing [5]

证券代码：600467 股票简称：好 当 家 公告编号：临 2025-020 山东好当家海洋发展股份有限公司 关于2025年度第二季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 山东好当家海洋发展股份有限公司（以下简称"公司"）根据《上市公司行 业信息披露指引第二十号-农林牧渔》的相关规定，现将公司2025年第二季度主 要经营数据（未经审计）公告如下： | 经营指标 | 2025年1-6月 | 2024年1-6月 | 增减幅度（%） | | --- | --- | --- | --- | | 冷冻调理食品（吨） | | | | | 产量 | 9552.87 | 9007.88 | 6.05 | | 销量 | 9935.23 | 9157.30 | 8.50 | | 库存量 | 1056.86 | 1086.47 | -2.73 | | 捕捞产品（吨） | | | | | 产量 | 41978.73 | 41127.43 | 2.07 | | 销量 | 37401.67 | 43973.23 | - ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of the year, attributed to an unfavorable market environment, despite an increase in the volume of fresh sea cucumbers harvested and sold [1] Financial Performance - The company achieved operating revenue of 710 million yuan, a decrease of 9.18% compared to the same period last year [1] - The net profit attributable to shareholders was 24.62 million yuan, down 8.74% year-on-year [1] Operational Highlights - The total catch of fresh sea cucumbers reached 3,584.79 tons, representing an increase of 11.99% year-on-year [1] - External sales of fresh sea cucumbers amounted to 2,836.60 tons, which is a growth of 19.01% compared to the previous year [1] - Internal inventory transfers accounted for 748.19 tons [1] Pricing Dynamics - The average external sales price for fresh sea cucumbers was 93.56 yuan per kilogram, reflecting a decrease of 21.28% from the same period last year [1] Strategic Response - In response to the challenging market conditions, the company implemented various measures to reduce costs and enhance operational efficiency [1]

公司代码：600467 公司简称：好当家 山东好当家海洋发展股份有限公司 2025 年半年度报告摘要 山东好当家海洋发展股份有限公司2025 年半年度报告摘要 第一节 重要提示 山东好当家海洋发展股份有限公司2025 年半年度报告摘要 | | 本报告期末 | 上年度末 | 本报告期末比上年度末 | | --- | --- | --- | --- | | | | | 增减(%) | | 总资产 | 7,069,540,553.64 | 7,049,881,888.49 | 0.28 | | 归属于上市公司股 东的净资产 | 3,418,457,569.28 | 3,386,017,362.71 | 0.96 | | | 本报告期 | 上年同期 | 本报告期比上年同期增 减(%) | | 营业收入 | 710,720,795.47 | 782,571,856.36 | -9.18 | | 利润总额 | 25,604,323.64 | 27,946,514.30 | -8.38 | | 归属于上市公司股 东的净利润 | 24,624,735.65 | 26,984,139.81 | -8.74 | | 归属于上市公 ...

Group 1 - The fishing sector experienced a decline of 3.1% on August 27, with Guolian Aquatic Products leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] - Key stocks in the fishing sector showed varying declines, with major losses including Guolian Aquatic Products down 3.60% and Haodangjia down 2.83% [1] Group 2 - The net outflow of main funds in the fishing sector was 89.05 million yuan, while retail investors saw a net inflow of 45.18 million yuan [1] - Detailed fund flow data indicates that Guolian Aquatic Products had a significant net outflow of 53.36 million yuan from main funds, while retail investors contributed a net inflow of 33.80 million yuan [2] - Other stocks like Haodangjia and Dahu Co. also faced substantial net outflows from main funds, indicating a trend of selling pressure in the sector [2]

Group 1 - The fishing sector increased by 0.41% on August 26, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Key stocks in the fishing sector showed varied performance, with KaiChuang International rising by 1.67% to a closing price of 11.60, and DaHu Co. declining by 0.35% to 5.72 [1] Group 2 - The net capital flow in the fishing sector showed a net outflow of 58.73 million yuan from main funds, while retail investors contributed a net inflow of 40.17 million yuan [1] - The trading volume and turnover for key stocks varied, with HaoDangJia having a trading volume of 446,000 hands and a turnover of 110 million yuan [1] - The overall capital flow indicates a mixed sentiment among investors in the fishing sector [1]

Core Insights - The fishing sector experienced a slight increase of 0.03% on August 25, with "Hao Dang Jia" leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up by 1.51%, while the Shenzhen Component Index closed at 12441.07, up by 2.26% [1] Sector Performance - "Hao Dang Jia" (600467) closed at 2.46, with a rise of 0.82%, and had a trading volume of 459,600 shares, amounting to a transaction value of 113 million yuan [1] - "Kai Chuang International" (600097) closed at 11.41, with a slight increase of 0.09%, and a trading volume of 44,200 shares, totaling 50.36 million yuan [1] - "Da Hu Co." (600257) remained unchanged at 5.74, with a trading volume of 307,100 shares, resulting in a transaction value of 175 million yuan [1] - "Guo Lian Aquatic Products" (300094) also remained unchanged at 4.20, with a trading volume of 747,000 shares, amounting to 313 million yuan [1] - "Zhong Shui Fishery" (000798) closed at 8.31, down by 0.36%, with a trading volume of 80,200 shares, totaling 6.66 million yuan [1] - "Yuan Zi Dao" (002069) closed at 4.36, down by 0.46%, with a trading volume of 142,100 shares, amounting to 6.17 million yuan [1] Capital Flow - The fishing sector saw a net outflow of 29.96 million yuan from institutional investors, while retail investors contributed a net inflow of 6.84 million yuan [1] - "Hao Dang Jia" had a net inflow of 7.55 million yuan from institutional investors, but a net outflow of 4.56 million yuan from speculative funds [2] - "Zhong Shui Fishery" experienced a net outflow of 1.76 million yuan from institutional investors, while speculative funds saw a net inflow of 534,000 yuan [2] - "Guo Lian Aquatic Products" had a net outflow of 3.10 million yuan from institutional investors, with a significant net inflow of 14.11 million yuan from speculative funds [2] - "Kai Chuang International" faced a net outflow of 3.29 million yuan from institutional investors, while speculative funds had a net inflow of 2.23 million yuan [2] - "Yuan Zi Dao" saw a substantial net outflow of 10.65 million yuan from institutional investors, but speculative funds had a net inflow of 9.12 million yuan [2] - "Da Hu Co." experienced a net outflow of 18.72 million yuan from institutional investors, while retail investors contributed a net inflow of 17.02 million yuan [2]

Group 1 - The fishing sector increased by 0.86% on August 21, with Dahu Co. leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] - Dahu Co. closed at 5.80, with a rise of 2.11%, and a trading volume of 350,500 shares, amounting to a transaction value of 202 million yuan [1] Group 2 - The main funds in the fishing sector experienced a net outflow of 4.02 million yuan, while retail investors saw a net inflow of 20.37 million yuan [1] - Dahu Co. had a net inflow of 14.16 million yuan from main funds, but a net outflow of 9.28 million yuan from speculative funds [2] - Zangzi Island experienced a significant net outflow of 5.84 million yuan from main funds, while retail investors contributed a net inflow of 7.48 million yuan [2]

Group 1 - The fishing sector increased by 0.94% on August 20, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] - Key stocks in the fishing sector showed varied performance, with KaiChuang International closing at 11.54, up 1.76%, and Zhuangzi Island at 4.36, up 0.93% [1] Group 2 - The fishing sector experienced a net outflow of 31.80 million yuan from main funds and 12.81 million yuan from speculative funds, while retail investors saw a net inflow of 44.61 million yuan [1] - Detailed fund flow data indicates that KaiChuang International had a main fund inflow of over 1.58 million yuan, while Zhuangzi Island had a net inflow of 132.51 million yuan from retail investors [2] - Notably, Good Home saw significant outflows from both main and speculative funds, totaling 4.56 million yuan and 4.52 million yuan respectively [2]