Market Performance - The fishery sector increased by 1.14% on September 1, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - KaiChuang International (600097) closed at 11.47, up 1.87% with a trading volume of 66,800 shares and a transaction value of 76.58 million yuan [1] - ZhongShui Fishery (000798) closed at 8.20, up 1.74% with a trading volume of 83,400 shares and a transaction value of 67.97 million yuan [1] - HaoDangJia (600467) closed at 2.42, up 1.68% with a trading volume of 346,800 shares and a transaction value of 83.40 million yuan [1] - GuoLian Aquatic Products (300094) closed at 3.74, up 1.08% with a trading volume of 578,100 shares and a transaction value of 216 million yuan [1] - DaHu Co. (600257) closed at 5.54, up 0.73% with a trading volume of 219,200 shares and a transaction value of 122 million yuan [1] - ZhuangZi Island (002069) closed at 4.35, down 0.23% with a trading volume of 122,000 shares and a transaction value of 53.18 million yuan [1] Capital Flow Analysis - The fishery sector experienced a net outflow of 24.26 million yuan from institutional investors and 2.17 million yuan from speculative funds, while retail investors saw a net inflow of 26.43 million yuan [1] - Individual stock capital flow showed that ZhongShui Fishery had a net inflow of 13.92 million yuan from institutional investors, while GuoLian Aquatic Products had a significant net outflow of 23.82 million yuan [2]

Group 1 - The fishing sector increased by 0.13% on August 29, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Key stocks in the fishing sector showed varied performance, with KaiChuang International closing at 11.26, up 1.08%, and Guolian Aquatic Products down 1.07% at 3.70 [1] Group 2 - The net capital flow in the fishing sector showed a net outflow of 396.74 million yuan from main funds, while retail funds experienced a net outflow of 628.41 million yuan [1] - Retail funds saw a net inflow of 1025.15 million yuan, indicating a mixed sentiment among different investor types [1] - Detailed capital flow for individual stocks revealed that DaHu Co. had a main fund net inflow of 601.47 million yuan, while Guolian Aquatic Products faced a significant outflow of 1239.17 million yuan [2]

本次财报公布的各项数据指标表现一般。其中，毛利率20.13%，同比增47.9%，净利率3.6%，同比增 1.94%，销售费用、管理费用、财务费用总计1.26亿元，三费占营收比17.72%，同比增31.55%，每股净 资产2.34元，同比增0.96%，每股经营性现金流0.04元，同比减64.02%，每股收益0.02元，同比减8.65% 业务评价：公司去年的ROIC为2.74%，历来资本回报率不强。去年的净利率为3.23%，算上全部成本 后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司近10年来中位数ROIC为2.78%，中 位投资回报较弱，其中最惨年份2015年的ROIC为2.13%，投资回报一般。公司历史上的财报非常一般。 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.83亿 | 7.11亿 | -9.18% | | 归母净利润(元) | 2698.41万 | 2462.47万 | -8.74% | | 扣非净利润(元) | 615.17万 | 1944.93万 | 216.16% | | 货币 ...

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 | - ...

格隆汇8月27日丨好当家(600467.SH)公布半年度报告，报告期内，市场环境超出预期，受此影响，公司 实现营业收入7.1亿元，实现归属上市公司股东净利润2462万元，分别比去年同期降低9.18％、降低 8.74％。报告期内，鲜海参累计捕捞3,584.79吨，比去年同期增长11.99％，其中：对外销售2,836.60吨， 较去年同期增长19.01％；对内转库存748.19吨。鲜海参年平均对外销售价格93.56元/公斤，比去年同期 降低21.28％。面对不利的市场环境，公司积极应对市场挑战，采取多项措施，降本增效稳经营。 ...

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]