Group 1: Market Activity - 21 stocks had closing orders exceeding 100 million yuan today, with Huaci Co., Langchao Software, and Aerospace Development leading the pack with amounts of 657 million yuan, 502 million yuan, and 455 million yuan respectively [2] - Huaci Co. achieved a cumulative increase of 46.35% with a four-day consecutive limit-up, while its main funds experienced a net outflow of 49.97 million yuan, marking the highest outflow since July 31, 2025 [2][3] Group 2: Company Performance - Huaci Co. reported a revenue of 1.133 billion yuan for the first three quarters, reflecting 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 [3] - The water product sector saw multiple stocks hitting the limit-up, including Guolian Aquatic Products and Zhongshui Fishery, with Zhongshui Fishery focusing on deep-sea economic development and sustainable marine resource projects [4] Group 3: Industry Insights - The military industry featured stocks like Jianglong Shipbuilding and Yaxing Anchor Chain, with Jianglong being a leading manufacturer of small and medium-sized law enforcement vessels, and Yaxing being a major supplier of anchor chains for the navy [5] - The water product industry is characterized by companies like Dahu Co., which has established a full industry chain from ecological breeding to sales, and has products available in major supermarkets [4]

中水集团远洋股份有限公司 关于股价异动的公告 证券代码：000798 证券简称：中水渔业 公告编号：2025-041 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票 一、股票交易异常波动的情况 中水集团远洋股份有限公司（以下简称"公司"）股票（证券简 称：中水渔业；证券代码：000798）于 2025 年 11 月 18 日、11 月 19 日连续两个交易日收盘价涨幅偏离值累计超过 20%，根据深圳证券交 易所股票交易规则的相关规定，属于股票交易异常波动的情形。 二、公司关注及核实情况说明 对于公司股票交易异常波动，公司对有关事项进行了核实，现将 相关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共传媒报道了可能或已经对本公司股票交 易价格产生较大影响的未公开重大信息； 3.近期公司经营情况及内外部经营环境未发生重大变化； 4.公司、控股股东和实际控制人不存在关于本公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项； ...

中水集团远洋股份有限公司 简式权益变动报告书 股票上市地点：深圳证券交易所 股票简称：中水渔业 股票代码：000798 信息披露义务人名称：中国国有企业混合所有制改革基金有限公司 注册地址：中国（上海）自由贸易试验区临港新片区环湖西二路 888 号 上市公司名称：中水集团远洋股份有限公司 821 室 通讯地址： 上海市浦东新区源深路富源置地广场 4 号楼 股份变动性质：减少 签署日期：2025 年 11 月 1 特别提示 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 为便于投资者更好理解本次权益变动所涉信息披露内容，特做如下特别提示： 本次权益变动前，混改基金直接持有中水渔业 5.7076%股份，在中水渔业中 拥有权益的股份占中水渔业总股本的 5.7076%。 本次权益变动后，混改基金持有中水渔业 5.0000%股份。 2 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书依据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号— —权益变动报告书》及相关的法律、 ...

证券代码：000798 证券简称：中水渔业 公告编号：2025-040 中水集团远洋股份有限公司 中水集团远洋股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日收到股东混改基金出具的《中水集团远洋股份有限公司大股 东减持告知函》及《简式权益变动报告书》，获悉混改基金于 2025 年 11 月 17 日通过集中竞价方式减持其持有的公司股份 2,588,835 股， 本次减持后，混改基金持股数量由 20,881,670 股减少至 18,292,835 股，占公司总股本的比例由 5.7076%下降至 5.0000%。现将有关情况 公告如下： 1 股东名称 减持方式 减持期间 减持均价 （元/股） 持股股数（股） 减持股数占总 股本比例 中 国 国 有 企 业 混 合 所 有 制 改 革 基 金 有 限公司 集中竞价 2025 年 11 月 17 日 10.31 2,588,835 0.7076% 一、股东减持情况 关于持股 5%以上股东减持股份实施情况公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 1.本次减持系持股 5%以上 ...

格隆汇11月19日｜中水渔业公告，持股5%以上股东中国国有企业混合所有制改革基金有限公司2025年 11月17日通过集中竞价减持258.88万股，均价10.31元/股，持股降至1829.28万股，占5.0000%，此前为 2088.17万股，占5.7076%，本次减持未触及要约收购，不影响公司控股股东及实际控制人。 ...

中水渔业（000798）(000798.SZ)公告，公司股东中国国有企业混合所有制改革基金有限公司(简称"混改 基金")于2025年11月17日通过集中竞价方式减持其持有的公司股份258.88万股，本次减持后，混改基金 持股数量减少至1829.28万股，占公司总股本的比例由5.7076%下降至5.0000%。 ...

智通财经APP讯，中水渔业(000798.SZ)公告，公司股东中国国有企业混合所有制改革基金有限公司(简 称"混改基金")于2025年11月17日通过集中竞价方式减持其持有的公司股份258.88万股，本次减持后，混 改基金持股数量减少至1829.28万股，占公司总股本的比例由5.7076%下降至5.0000%。 ...

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]

Market Overview - The market experienced narrow fluctuations on November 19, with both the Shanghai Composite Index and the ChiNext Index closing in the green. The total trading volume in A-shares reached 1.74 trillion yuan, a decrease of 203.3 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.18%, while the ChiNext Index increased by 0.25% [1][3]. Sector Performance - The sectors that saw the most significant gains included precious metals, military industry, and aquaculture, while sectors such as Hainan, gas, and film and television saw the largest declines. High-position stocks showed clear differentiation, with companies like Dongbai Group, Sanmu Group, and Hainan Haiyao hitting the daily limit down [3][4]. Aquaculture Sector - The aquaculture concept stocks experienced a collective surge, with nearly ten stocks hitting the daily limit up, including Guolian Aquatic Products, which achieved a four-day consecutive limit up. This surge was influenced by news that China has informed Japan of a suspension of imports of Japanese aquatic products due to Japan's failure to provide promised technical materials regarding product quality [4][5][6]. Military Industry - The military sector showed active performance, with Jianglong Shipbuilding achieving two limit ups in three days. Official accounts from various military regions have recently made statements, and reports indicated that the Fujian aircraft carrier conducted its first live training at sea after being commissioned [7][8]. Lithium Battery Sector - The lithium battery sector remained active, with Jinyuan Co. achieving three consecutive limit ups. On November 19, the lithium carbonate futures market experienced a significant rally, with the main contract breaking through the 100,000 yuan per ton mark for the first time since June 2024, with an intraday increase approaching 6% [9][10]. Gold Sector - Gold stocks continued to strengthen towards the end of the trading day, with Zhongjin Gold hitting the daily limit up. Other companies such as Xiaocheng Technology and Shandong Gold also saw increases exceeding 5%. This was supported by a significant rise in flash memory prices, with the latest market quotes showing an increase of up to 38.46% [11][12]. Hong Kong Market - The Hong Kong market opened high but closed lower, with the Hang Seng Index down by 0.38%, the Hang Seng Tech Index down by 0.69%, and the State-owned Enterprises Index down by 0.26%. However, southbound funds recorded a net inflow of over 6.5 billion Hong Kong dollars [13]. Xiaomi Group - Despite reporting a strong Q3 2025 financial result, Xiaomi Group's stock price continued to face pressure, dropping by 4.81% to 38.82 Hong Kong dollars. Since reaching a year-to-date high of 61.45 Hong Kong dollars on June 27, the stock has seen a cumulative decline of over 35% [15]. Global Market Context - Reports indicate that foreign investment institutions are increasingly optimistic about Chinese assets, with positive forecasts for Chinese stocks in 2026. UBS and Morgan Stanley both project that the Chinese stock market will continue to rise, supported by favorable factors such as innovation and a reduction in trade tensions [16].

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]