据獐子岛披露定增预案，公司拟以3.09元/股的价格，向海发集团发行不超过1.69亿股，募集资金总额不 超过5.22亿元，募资净额将用于偿还银行借款及补充流动资金。 业内人士分析，若此次定向增发顺利完成，海发集团持股比例将提升至31.69%，大连市国资委的控制 权将进一步增强。这并非简单的股权变化，而是体现了大连市国资委对公司长期价值的坚定认可，更意 味着上市公司将获得更坚实的股东支持与更深入的资源协同，为公司战略转型提供稳固的治理保障。 本报讯(记者矫月)1月8日，獐子岛（002069）集团股份有限公司(以下简称"獐子岛")方面在深交所互动 易回复投资者问题时表示，2025年以来，间接控股股东大连獐子岛海洋发展集团有限公司(以下简称"海 发集团")及其关联方通过受让公司海域使用权、应收账款债权及子公司股权等方式，有效助力公司资产 结构优化，同时，积极推动公司与央国企及重要平台的战略合作，切实推动战略落地。 业内人士表示，在国资股东实质性支持下，公司正通过深化改革推动经营基本面持续修复，系统性风险 化解已迈入关键实施阶段，长期发展路径日益清晰。 值得关注的是，獐子岛方面在回复中表示，公司正在推进向控股股东定向发 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日渔业板块主力资金净流入9456.8万元，游资资金净流出5624.27万元，散户资金 净流出3832.52万元。渔业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000798 中水渔业 | | 6399.63万 | 7.48% | -1212.18万 | -1.42% | -5187.45万 | -6.06% | | 300094 国联水产 | | 2596.20万 | 2.76% | -3400.08万 | -3.61% | 803.89万 | 0.85% | | 600467 | 好当家 | 2585.48万 | 9.23% | -920.06万 | -3.28% | -1665.42万 | -5.94% | | 002069 | 獐子岛 | ...

从资金流向上来看，当日渔业板块主力资金净流出4808.6万元，游资资金净流入532.21万元，散户资金净 流入4276.4万元。渔业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600467 | 好当家 | > 775.15万 | 3.97% | -138.83万 | -0.71% | -636.32万 | -3.26% | | 600097 | 开创国际 | 306.11万 | 4.56% | 173.70万 | 2.59% | -479.81万 | -7.15% | | 002069 | 獐子岛 | -163.55万 | -4.06% | 88.72万 | 2.21% | 74.83万 | 1.86% | | 300094 国联水产 | | -761.40万 | -3.59% | -202.55万 | -0.95% | 963.96万 | 4.54% | | 000798 中水渔业 ...

证券之星消息，1月5日渔业板块较上一交易日上涨1.4%，大湖股份领涨。当日上证指数报收于4023.42， 上涨1.38%。深证成指报收于13828.63，上涨2.24%。渔业板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000798 中水渔业 | | 764.88万 | 4.28% | 34.10万 | 0.19% | -798.98万 | -4.47% | | 600467 | 好当家 | 745.64万 | 5.05% | 247.10万 | 1.67% | -992.73万 | -6.72% | | 002069 | 獐子岛 | 69.48万 | 1.86% | -112.71万 | -3.02% | 7 43.24万 | 1.16% | | 600097 开创国际 | | 64.57万 | 1.08% | -391.93万 | -6.56% | 327.36万 | 5.48% | ...

Core Viewpoint - The fishery sector experienced a decline of 1.53% on December 30, with Guolian Aquatic Products leading the drop. The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. Group 1: Market Performance - The fishery sector's stocks showed varied performance, with notable declines in several companies, including Guolian Aquatic Products, which fell by 2.72% to a closing price of 3.58 [1]. - The trading volume for Guolian Aquatic Products was 683,000 shares, with a transaction value of 247 million yuan [1]. - Other companies in the sector, such as Dahu Co. and Kaichuang International, also reported declines of 0.17% and 0.87%, respectively [1]. Group 2: Capital Flow - The fishery sector saw a net outflow of 28.7 million yuan from main funds, while retail investors contributed a net inflow of 52.6 million yuan [1]. - The capital flow data indicates that Dahu Co. had a main fund net inflow of over 9.47 million yuan, while Guolian Aquatic Products experienced a significant outflow of 18.69 million yuan [2]. - Retail investors showed a strong interest in Zhongshui Fishery, with a net inflow of 43.07 million yuan, despite the overall negative trend in the sector [2].

Group 1 - Longbai Group's subsidiary plans to introduce strategic investors and implement capital increase, with a total investment of 2 billion yuan, resulting in a 31.40% equity stake for the investors [1] - Upwind New Materials' embodied intelligent robot business is still in the product development stage and is not expected to positively impact the 2025 annual performance [2] - Kweichow Moutai's controlling shareholder has completed a share buyback plan, acquiring approximately 207.14 million shares for about 3 billion yuan, increasing their total stake to 56.63% [3] Group 2 - Xiamen Tungsten's subsidiary plans to acquire 100% equity of German Mimatic Tool Company for a base price of 10 million euros, with additional capital increase planned [4] - Longpan Technology's subsidiary will reduce production on some lithium iron phosphate production lines for maintenance, expecting a reduction of about 5,000 tons [5] - Wenkai Co. plans to invest 29 million yuan to establish a fund focused on strategic emerging industries [6] Group 3 - Limin Co.'s subsidiary has received a production license for "fluopyram" pesticide, which is expected to have a positive impact on future operations [7] - ST Huicheng received a cash donation of 30 million yuan from its restructuring investor to support its operations [8] - Baitong Energy's vice president plans to reduce holdings of up to 316,200 shares, representing 0.0686% of the total share capital [9] Group 4 - Wushang Group's shareholder did not execute a planned share reduction, retaining a 5.7% stake [10] - Zhangzidao's major shareholder plans to reduce holdings of up to 711,100 shares, representing 1% of the total share capital [11] - Meihua Bio plans to repurchase shares worth 35 million to 50 million yuan at a price not exceeding 15 yuan per share [12] Group 5 - Xiyang Co. plans to distribute a cash dividend of 1.10 yuan per 10 shares, totaling 181 million yuan, which is 10.37% of the net profit for the first three quarters of 2025 [13] - Weike Technology plans to distribute a cash dividend of 6 yuan per 10 shares, totaling approximately 75.15 million yuan [14] - Guoyuan Securities plans to transfer 24.33% of Anyuan Fund's equity for 813 million yuan [15] Group 6 - Three Gorges Tourism's subsidiary plans to purchase part of the property for the Three Gorges Cruise Center for 136 million yuan [16] - Wukuang Development plans to acquire equity in Wukuang Mining and Luzhong Mining, with stock suspension announced [17][18] - Sijia Technology plans to invest 275 million yuan to acquire 20% equity in Guangcai Xincheng [19] Group 7 - Changan Automobile plans to raise no more than 6 billion yuan through a private placement for new energy vehicle projects [20] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for only 0.20% of total revenue [21] - Zhiyuan New Energy's controlling shareholder plans to reduce holdings of up to 1.53% of the company's shares [22] Group 8 - Beimo High-tech plans to raise no more than 1.97 billion yuan through a private placement for various projects [23] - Hongri Pharmaceutical's injectable thymosin has passed the consistency evaluation for generic drugs [24] - Ningbo Fangzheng plans to acquire 20% equity in Anhui Fangzheng for 63.8 million yuan [25] Group 9 - Spring Airlines signed a purchase agreement for 30 Airbus A320neo aircraft, with a total price not exceeding 4.128 billion USD [26][27] - Oulu Tong's controlling shareholder plans to reduce holdings of up to 1.91% of the company's shares [28] - Tongli Technology plans to invest 86.7 million yuan to increase capital in Zhuerkang Technology [29] Group 10 - Ganfeng Lithium received a notice of prosecution for suspected insider trading, but operations remain normal [30] - ST Dongyi completed its capital increase plan and will resume trading [31] - Tianpu Co. clarified that it has no plans to engage in artificial intelligence-related business [32] Group 11 - ST Meigu's restructuring plan has been completed, and it will apply to lift the delisting risk warning [33] - Unigroup Guowei is planning to acquire controlling or full equity of Ruineng Semiconductor, with stock suspension announced [34] - Shengtong Energy's stock has been suspended for investigation due to significant price fluctuations [35][36] Group 12 - ST Sansheng applied to lift the delisting risk warning after completing its restructuring plan [37] - Yuekang Pharmaceutical submitted an application for H-share listing on the Hong Kong Stock Exchange [38] - Miaokelando's controlling shareholder plans to increase holdings of 2.55 million to 5.10 million shares [39] Group 13 - SMIC plans to acquire 49% equity in SMIC North for 40.601 billion yuan, aiming to enhance asset quality and business synergy [40]

12月29日晚间，獐子岛（002069）公告称，股东北京吉融元通资产管理有限公司-和岛一号证券投资基金(以下简称"和岛一号基金")，因基金份额持有人个 人资金需求以及和岛一号基金合同与清算相关规定，计划于2026年1月23日至2026年4月22日以集中竞价交易方式减持其持有的公司股份合计不超过711.1 万股，占公司总股本比例不超过1%。 截至公告披露日，和岛一号基金持有公司股份50082685股，占公司总股本比例为7.04%，为公司第三大股东。 值得注意的是，这已是和岛一号基金今年内第二次披露减持计划，此前其刚于9月底完成一轮减持，套现近3000万元。 读创财经注意到，股东的密集离场，背后是獐子岛持续承压的经营基本面与居高不下的财务风险。 从业绩表现来看，獐子岛近三年陷入盈利波动且整体亏损的窘境。 财务数据显示，2023年公司归母净利润为858.82万元，勉强实现盈利；但2024年业绩骤然变脸，归母净利润亏损2191.26万元，同比降幅达355.15%；进入 2025年，盈利状况并未改善，前三季度归母净利润亏损3237.34万元，同比下降30.79%。 尽管2025年中报公司曾实现1014.91万元的归母净 ...

欧陆通控股股东拟减持不超过1.91%股份；毕得医药股东李怡静等拟合计减持不超0.95%股份；獐子岛股东和岛一号基金拟减持不超过1%股份；起帆 电缆控股股东、实际控制人周供华累计减持0.74%公司股份；福然德股东人科合伙减持合计985.65万股公司股份；国芯科技股东西藏泰达累计减持 1.73%公司股份；毕得医药股东欣曦管理、兰旦管理、吴波合计减持1.12%公司股份；赣锋锂业因涉嫌内幕交易罪单位犯罪，相关案件已被移送检察机 关审查起诉；退市苏吴公司股票终止上市暨摘牌 | | | 12月30日A股投资避雷针 | | | --- | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 股东减持 | 欧陆道 | 控股股东拟减持不超过1.91%股份 | | | | 毕得医药 | 股东李怡静等拟合计减持不超0.95%股份 | | | | 獲子岛 | 和岛一号基金拟减持不超过1%股份 | | | | 起帆电缆 | 控股股东、实际控制人周供华累计减持0.74%公司股份 | | | | 福然德 | 人科合伙减持合计985.65万股公司股份 | | | | 国芯科技 | 西藏泰达累计减持1.73%公司 ...

2025年1至6月份，獐子岛的营业收入构成为：水产贸易业占比42.55%，水产加工业占比35.05%，水产 养殖业占比18.24%，技术服务业占比2.22%，餐饮服务业占比0.95%。 （记者 王晓波） 截至发稿，獐子岛市值为27亿元。 每经AI快讯，獐子岛（SZ 002069，收盘价：3.76元）12月29日晚间发布公告称，持有獐子岛集团股份 有限公司约5008万股股份（占公司总股本比例为7.04%）的股东北京吉融元通资产管理有限公司－和岛 一号证券投资基金（简称"和岛一号基金"）计划于本公告披露之日起15个交易日后的3个月内，以集中 竞价交易方式减持其持有的公司股份合计不超过约711万股，占公司总股本比例不超过1%。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...

格隆汇12月29日丨獐子岛(002069.SZ)公布，股东北京吉融元通资产管理有限公司－和岛一号证券投资 基金（简称"和岛一号基金"）计划于本公告披露之日起15个交易日后的3个月内，以集中竞价交易方式 减持其持有的本公司股份合计不超过7,111,000股，占公司总股本比例不超过1%。 ...