Group 1 - The company, Yuehai Feed, is focusing on smart agriculture and exploring innovative models that align with its main business [2] - The company aims to actively fulfill its social responsibilities and contribute more to rural revitalization [2]

Core Viewpoint - The company has made significant advancements in the data asset sector, becoming the first in the national aquaculture industry to obtain a data property registration certificate and successfully launch data products for trading [2] Group 1: Company Developments - The company actively engages in the data element field and has achieved key breakthroughs in practical applications [2] - The self-developed "Customer Credit Risk Assessment Data Product" has received certification from the Guangzhou Data Exchange [2] - The company has transformed data from its ERP system into compliant data assets, enabling precise identification and dynamic management of customer credit risks through three core technologies: dynamic assessment, accurate profiling, and intelligent decision-making [2] Group 2: Industry Impact - The company's initiatives provide a practical example for data assetization in the aquaculture industry [2] - A comprehensive core data system covering research, production, and sales has been established [2] - The company plans to continue exploring market-oriented data elements, promoting innovation in data products and the assetization process, and collaborating with industry partners to build a data space for the aquaculture feed industry [2]

Core Viewpoint - The company has not yet engaged in cross-border e-commerce for feed product sales and focuses on domestic mainstream e-commerce platforms for its food and prepared dishes [1] Group 1: Business Operations - The company is currently not promoting feed products through cross-border e-commerce [1] - In the food and prepared dishes sector, the company primarily operates and promotes products on domestic mainstream e-commerce platforms [1] - The company has established an overseas production base in Vietnam to implement a localized operation model targeting the Southeast Asian market [1] Group 2: Future Strategy - The company plans to continuously optimize its international business layout in response to industry development trends and market demands [1] - The company aims to explore more efficient business expansion methods in the future [1]

Core Viewpoint - Yuehai Feed (001313.SZ) has completed the industrial and commercial change registration related to the equity transfer of Yixing Tianshi, which has now become a subsidiary controlled by the company, holding 60% of its shares [1] Group 1 - The equity transfer process has been finalized, and the necessary business license has been obtained from the Yixing Data Bureau [1] - Yixing Tianshi is now included in the company's consolidated financial statements following the completion of the equity transfer [1]

证券代码：001313 证券简称：粤海饲料 公告编号：2026-005 1、名称：宜兴市天石饲料有限公司 广东粤海饲料集团股份有限公司 关于收购宜兴市天石饲料有限公司 60%股权进展暨完成工商变 更登记的公告 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。 一、交易事项概述 广东粤海饲料集团股份有限公司（以下简称"公司"）于 2024 年 10 月 29 日 召开第三届董事会第二十次会议，审议通过《关于拟收购宜兴市天石饲料有限公 司 51%股权并签署股权并购意向书的议案》，拟收购宜兴市天石饲料有限公司（以 下简称"宜兴天石"）51%股权，并签订了《股权并购意向书》。公司于 2025 年 11 月 17 日召开第四届董事会第十次会议，审议通过《关于收购宜兴市天石饲料 有限公司股权由 51%增至 60%并签署股权转让协议的议案》，经各方协商一致， 公司拟对宜兴天石的股权收购比例由原 51%提升至 60%，以 13,200.00 万元人民 币的购买价格收购宜兴天石 60%股权，并与交易对方签署正式《股权转让协议》。 具 体 内 容 详 见 公 司 2024 年 10 ...

Group 1 - The company, Yuehai Feed, announced its plan to acquire a 51% stake in Yixing Tianshi in October 2024, with an increase to 60% planned for November 2025, at a purchase price of 132 million yuan [1] - Recently, Yixing Tianshi completed the relevant industrial and commercial change registration for the equity transfer, resulting in Yuehai Feed holding a 60% stake [1] - Yixing Tianshi has become a subsidiary of the company and will be included in the consolidated financial statements [1]

Group 1 - On January 19, Guangdong Ocean Feed conducted a block trade of 1.6096 million shares, with a transaction value of 11.1545 million yuan, accounting for 5.21% of the total transaction value for the day [1] - The transaction price was 6.93 yuan, which represents an 11.27% discount compared to the market closing price of 7.81 yuan [1] - The buyer and seller for this transaction were both from China Galaxy Securities Co., Ltd., specifically the Shenzhen Jingtian Securities Department [2]

Core Viewpoint - The announcement details the share reduction plan by the controlling shareholder and actual controller of Guangdong Yuehai Feed Group Co., Ltd., indicating a planned reduction of up to 20,906,294 shares, which is 3.00% of the total share capital excluding repurchased shares [3]. Group 1: Shareholding Structure - The controlling shareholder, Zhanjiang Shrimp Feed Co., Ltd., holds 264,612,000 shares, accounting for 37.80% of the total share capital [3]. - The actual controller, Mr. Zheng Shixuan, holds 1,063,999 shares, representing 0.15% of the total share capital [3]. - The concerted actor, Zhanjiang Chengze Investment Center (Limited Partnership), holds 52,392,000 shares, which is 7.48% of the total share capital [3]. Group 2: Reduction Plan Details - The planned reduction will occur within three months from January 15, 2026, to April 14, 2026, with a maximum of 20,906,294 shares to be reduced [3]. - The reduction will be executed through block trading for up to 13,937,594 shares (2% of the total share capital excluding repurchased shares) and through centralized bidding for up to 6,968,700 shares (1% of the total share capital excluding repurchased shares) [3]. Group 3: Impact of Share Reduction - As of the announcement date, the total share capital of the company is 700,000,000 shares, with 3,120,268 shares in the repurchase account, leading to an adjusted total of 696,879,732 shares [4]. - Following the reduction, the combined shareholding of the controlling shareholder, actual controller, and concerted actor will decrease from 482,173,999 shares to 479,173,999 shares, reducing their ownership percentage from 69.19% to 68.76% [4]. - The implementation of this reduction plan will not lead to a change in control of the company and will not significantly impact the governance structure or ongoing operations [4].

证券代码：001313 证券简称：粤海饲料 公告编号：2026-004 关于公司控股股东、实际控制人及其一致行动人减持股份触及 1% 整数倍的公告 公司控股股东湛江市对虾饲料有限公司、实际控制人郑石轩先生及其一致行 动人湛江承泽投资中心（有限合伙）保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东粤海饲料集团股份有限公司（以下简称"公司"）于 2025 年 12 月 23 日 披露了《关于公司控股股东、实际控制人及其一致行动人减持股份预披露公告》 （公告编号：2025-114）。公司控股股东湛江市对虾饲料有限公司（以下简称"对 虾公司"）持有本公司股份 264,612,000 股（占本公司总股本 37.80%），公司实际 控制人（董事长兼总经理）郑石轩先生持有本公司股份 1,063,999 股（占本公司总 股本 0.15%），一致行动人湛江承泽投资中心（有限合伙）（以下简称"承泽投资"） 持有本公司股份 52,392,000 股（占本公司总股本 7.48%），以上股东计划自本减持 计划公告之日起 15 个 ...

Core Insights - Guangdong Yuehai Feed Group Co., Ltd. has successfully launched the "Customer Credit Risk Assessment Data Product," marking a significant milestone in the aquaculture industry by obtaining the first national data property registration certificate [2][4] - The product aims to address common challenges in the aquaculture sector, such as customer dispersion and high breeding risks, thereby facilitating financial credit and improving capital turnover [2][3] Company Overview - Yuehai Feed is a leading enterprise in the aquaculture feed industry, ranking among the top three in the special aquatic feed sector, with over 70% of its sales coming from special feeds [2] - For the first three quarters of 2025, the company reported a revenue of 4.997 billion yuan and a net profit of 26.198 million yuan, representing year-on-year growth of 12.18% and 138.86%, respectively [2] Product Features - The "Customer Credit Risk Assessment Data Product" transforms vast amounts of data from the company's ERP system into compliant and tradable data assets [3] - The product features three core technological innovations: dynamic assessment for real-time risk control, comprehensive customer profiling for enhanced risk insight, and intelligent decision-making to improve credit efficiency [3] Industry Impact - The launch of this data product represents a breakthrough in data assetization for Yuehai Feed, extending internal information technology achievements to core business decision-making and financial management [4] - As the first in the national aquaculture industry to obtain data property registration, this product sets a replicable example for the industry to promote data productization and assetization [4] Regional Significance - Yuehai Feed is the first private enterprise in Zhanjiang to receive data property registration, contributing to the city's recognition as one of the top 100 cities in Guangdong for data factor market development [4] - The breakthrough establishes a digital benchmark for Zhanjiang's data trading service base and injects new momentum into the region's digital economy [4] Future Prospects - With the maturation of the data factor market, Yuehai Feed aims to transform into a data factor enterprise, collaborating with industry partners to create a data space for the aquaculture feed sector [4][5] - The company plans to leverage its core data system, supported by over 30 subsidiaries, to enhance competitiveness and promote the integration of smart agriculture and fisheries [5]