Core Viewpoint - Tianma Technology (603668) announced plans to hold a semi-annual performance briefing on September 16, 2025, from 14:00 to 15:00 [1] Company Summary - The company is scheduled to conduct a performance explanation meeting for the first half of 2025 [1]

证券代码：603668 证券简称：天马科技 公告编号：2025-060 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法律责任。 重要内容提示： ● 会议召开时间：2025年9月16日（星期二）14:00-15:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络互动 ● 投资者可于2025年9月9日（星期二）至9月15日（星期一）16:00前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱（ljj@jolma.cn） 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 福建天马科技集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 9 月 16 日（星期二） 14:00-15:00 举行 2025 年半年度业绩说 ...

证券代码：603668 证券简称：天马科技 公告编号：2025-059 福建天马科技集团股份有限公司 关于 2024 年股票期权激励计划限制行权期间的提示性公告 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法律责任。 发布《国泰海通证券股份有限公司关于 2025 年 9 月 12 日实施法人切换、客户及 业务迁移的公告》，国泰海通拟定于 2025 年 9 月 12 日的日终清算后起，实施法 人切换、客户及业务迁移合并，将原海通证券股份有限公司（以下简称"海通证 券"）的客户及业务迁移合并入国泰海通。2025 年 9 月 12 日至 2025 年 9 月 15 日期间，暂停为原海通证券客户于原海通证券系统平台提供上海证券交易所股权 激励自主行权服务。 因福建天马科技集团股份有限公司（以下简称"公司"）2024 年股票期权激 励计划主办券商实施法人切换、客户及业务迁移，根据《上市公司股权激励管理 《上海证券交易所上市公司自律监管指南第 2 号——业务办理》 办法》 《福建天马 科技集团股份有限公司 2024 年股票期权激励计划》及中国证券 ...

福建天马科技集团股份有限公司 证券代码：603668 证券简称：天马科技 公告编号：2025-059 福建天马科技集团股份有限公司 一、公司 2024 年股票期权激励计划股票期权第一个行权期（期权代码： 1000000680）实际可行权期间为 2025 年 7 月 9 日至 2026 年 7 月 8 日，目前尚处 于行权阶段。 二、本次限制行权期为 2025 年 9 月 12 日至 2025 年 9 月 15 日，在此期间全 部激励对象将限制行权。 三、公司将按照有关规定及时向中国证券登记结算有限责任公司上海分公司 申请办理限制行权相关事宜。 特此公告。 关于 2024 年股票期权激励计划限制行权期间的提示性公告 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法律责任。 2025 年 8 月 19 日，国泰海通证券股份有限公司（以下简称"国泰海通"） 发布《国泰海通证券股份有限公司关于 2025 年 9 月 12 日实施法人切换、客户及 业务迁移的公告》，国泰海通拟定于 2025 年 9 月 12 日的日终清算后起，实施法 人切换、客户 ...

Market Overview - The feed sector experienced a decline of 2.29% on September 3, with Zhenghong Technology leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Tianma Technology (603668) closed at 14.09, up 1.51% with a trading volume of 178,400 shares and a turnover of 251 million yuan [1] - Zhenghong Technology (000702) closed at 7.42, down 4.50% with a trading volume of 130,700 shares and a turnover of 98.62 million yuan [2] - Other notable declines include: - Baifeng Technology (603151) down 4.10% to 24.81 [2] - Aonong Biological (603363) down 3.79% to 4.57 [2] - Zhongchong Co. (002891) down 3.26% to 56.17 [2] Capital Flow Analysis - The feed sector saw a net outflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 122 million yuan [2] - The main capital inflow and outflow for selected stocks include: - Guangdong Sea Feed (001313) with a net inflow of 12.63 million yuan from main capital [3] - Zhenghong Technology (000702) with a net outflow of 5.42 million yuan from main capital [3] - Jinxin Agricultural (002548) with a net inflow of 7.47 million yuan from main capital [3]

Core Viewpoint - The company is steadily advancing its comprehensive control and multi-category deep processing of aquatic products, establishing a robust food supply chain and expanding its operations both domestically and internationally [1] Group 1: Domestic Market Strategy - The company is focusing on a full-channel operation model that integrates online and offline sales, effectively connecting the entire industry chain from source to table [1] - Domestic sales are steadily increasing, with products being distributed through major supermarkets, central kitchens, and restaurant chains [1] - The company has successfully entered well-known supermarkets such as Walmart, and has established a chain brand "Eel Little Hall" to promote domestic eel cuisine culture [1] Group 2: International Market Strategy - The company leverages its full industry chain advantages to enhance its aquatic trade and international business operations [1] - It is actively expanding into emerging markets such as Russia, Canada, Eastern Europe, and the European Union, while consolidating its presence in traditional markets like Japan and South Korea [1] - The company aims to diversify its eel trade, enhancing its international market presence [1] Group 3: Supply Chain and Distribution Network - The company has established sales supply centers in multiple cities including Fuzhou, Hangzhou, Shanghai, and Chongqing, creating a comprehensive marketing network that covers various regions [1] - This network integrates distribution and sales, focusing on markets in Fujian, Guangdong, the Yangtze River Delta, and the central and western regions of China [1] - The company is committed to building a world-class food supply chain platform [1]

Core Viewpoint - The feed sector experienced a slight decline of 0.09% on September 2, with LuDe Environment leading the drop. The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1]. Group 1: Market Performance - The feed sector's individual stock performance showed mixed results, with LuSi Co., Ltd. closing at 20.70, up 1.02%, and HaiDa Group at 61.27, up 0.82% [1]. - The overall trading volume in the feed sector was notable, with stocks like DaBeiNong and TangRenShen showing significant trading activity, with volumes of 102.10 thousand and 31.88 thousand respectively [1]. Group 2: Capital Flow - The feed sector saw a net outflow of 204 million yuan from main funds, while retail investors contributed a net inflow of 174 million yuan [2]. - The capital flow data indicates that speculative funds had a net inflow of 29.51 million yuan, suggesting a mixed sentiment among different types of investors [2].

Core Insights - Tianma Technology is focused on building food bases such as Tianma Food, Haide Food, Tianma Furong Food, and Jiangxi Xilong Food, which are now fully operational [2] - The company has an annual production capacity of over 12,000 tons for grilled eel, establishing a comprehensive industry ecosystem centered around eel, including R&D, production, processing, sales, and services [2] - Tianma Technology has developed a traceable food safety system for grilled eel, ensuring a complete and effective closed-loop for the entire eel industry chain, providing safe, nutritious, and delicious food for consumers [2] - The company owns several well-known grilled eel brands, including "Eel Hall," "Eel Small Hall," "Cool Fresh," "Three Clear Dragons," and "Taste Eel Workshop" [2] - Recently, the company established a subsidiary in Japan and launched a new brand called "Reward Eel," with products exported to over 70 countries and regions across Europe, America, and Asia [2] - Tianma Technology is committed to creating a world-class food supply chain platform encompassing the entire industry chain [2]

Group 1 - The feed sector experienced a slight decline of 0.08% on September 1, with Lude Environment leading the drop [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] - Major stocks in the feed sector showed varied performance, with Bangmu Technology leading with a 9.99% increase, closing at 26.43 [1] Group 2 - The feed sector saw a net inflow of 146 million yuan from institutional investors, while retail investors experienced a net outflow of 36.42 million yuan [1] - The trading volume for key stocks in the feed sector varied, with Aonong Biological recording a volume of 1.6445 million shares traded [1] - The total transaction value for Bangmu Technology reached 270 million yuan, indicating strong investor interest [1]

Group 1 - The stock price of Tianma Technology on August 27 was 14.25 yuan, down 0.61 yuan or 4.10% from the previous trading day [1] - The trading volume on that day was 298,284 hands, with a transaction amount of 430 million yuan [1] - The company reported a total operating revenue of 2.974 billion yuan and a net profit attributable to shareholders of 60.217 million yuan for the first half of 2025, representing a year-on-year growth of 7.40% [1] Group 2 - The net cash flow from operating activities for the first half of 2025 was 20.414 million yuan [1] - On August 27, the net outflow of main funds was 41.541 million yuan, accounting for 0.58% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 8.758 million yuan, accounting for 0.12% of the circulating market value [1]