转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院冷链物流研究小组发布的《中国冷链物流行业市场前瞻与投资战 略规划分析报告》 行业主要上市公司：顺丰控股(002352.SZ)、京东集团-SW(09618.HK)、广汇物流(600603.SH)、獐子岛 (002069.SZ)、海容冷链(603187.SH) 本文核心数据：冷链物流产量;冷链物流市场结构;冷链物流销售市场 1、行业定义 冷链物流是利用温控、保鲜等技术工艺和冷库、冷藏车、冷藏箱等设施设备，确保冷链产品在初加工、 储存、运输、流通加工、销售、配送等全过程始终处于规定温度环境下的专业物流。冷链物流的对象产 品包括：农产品、禽肉类、水产品、花卉、加工食品、冷冻或速冻食品、冰淇淋和蛋奶制品、快餐原 料、酒品饮料等;特殊的商品有：药品(疫苗、血液)、化工品等。 2、产业链剖析：下游服务行业丰富 从整个冷链物流的产业链来看，冷链物流的上游包括：冷藏车制造、冷库建设和冷机等设备制造等环 节;冷链物流的中游包括运输环节(包括干线运输和配送)、仓储环节(包括仓储费用和装卸费用等)和其他 环节(包装、分拣、贴标等增值服务);冷链物流的下游应用包括食品行业、医药行 ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院冷链物流研究小组发布的《中国冷链物流行业市场前瞻与投资战 略规划分析报告》 行业主要上市公司：顺丰控股(002352.SZ)、京东集团-SW(09618.HK)、广汇物流(600603.SH)、獐子岛 (002069.SZ)、海容冷链(603187.SH) 本文核心数据：冷藏车流入数量;冷库出租容积;冷链物流企业分布 全球市场规模超过3600亿美元 根据Statista披露的数据显示，全球冷链市场规模从2020年2484亿美元稳步增长至2024年3638亿美元，五 年间CAGR约为6%。 北美冷藏物流市场规模占比最大 北美冷链物流行业市场规模超过1400亿美元 根据Statista披露的数据显示，2020-2024年北美冷链物流行业市场规模稳步增长，2024年达到1426亿美 元，同比上涨10%左右。 根据Statista披露的数据显示，2024年全球冷链物流行业区域规模占比最大的为北美，市场规模占比约为 39%，其次为欧洲，市场规模占比为29%左右。 莱恩吉奥物流冷藏空间最大 从温控仓储空间大小来看，截至2024年底，莱恩吉奥物流温控仓储空间高达838 ...

Group 1 - The aquaculture sector experienced a significant surge, with Zhongshui Fisheries hitting the daily limit up [1] - Other companies such as Guolian Aquatic Products, Kaichuang International, Zhangzidao, and Dahu Co. also saw increases in their stock prices [1]

证券代码：002069 证券简称：獐子岛 公告编号：2026-07 不得行使表决权的股 份 本次增持是否符合《上市公司收购管 理办法》规定的免于要约收购的情形 不适用。 股东及其一致行动人法定期限内不减 持公司股份的承诺 不适用。 1．中国证券登记结算有限责任公司持股变动明细 2．相关书面承诺文件 3．律师的书面意见 4．深交所要求的其他文件 ☑ ☑ □ □ 二、其他相关说明 本公司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。 近日，獐子岛集团股份有限公司（以下简称"公司"或"本公司"）收到持 股 5%以上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"）发来的《关于减持獐子岛股份触及 1%刻度的告知函》， 现将本次减持进展的具体情况公告如下： 一、本次权益变动触及 1%刻度的具体情况 | 信息披露义务人 | 北京吉融元通资产管理有限公司－和岛一号证券投资基金 | | --- | --- | | 住所 | 北京市朝阳 ...

Group 1 - The fishing sector increased by 2.09% on February 4, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the fishing sector showed various performance, with KaiChuang International closing at 12.26, up 2.77%, and other notable stocks including Guolian Aquatic Products and Zhangzidao [1] Group 2 - The main capital inflow in the fishing sector was 31.75 million yuan, while retail investors experienced a net outflow of 22.43 million yuan [1] - Detailed capital flow data indicates that Zhongshui Fishery had a main capital inflow of 29.99 million yuan, while retail investors had a significant outflow of 46.50 million yuan [2] - Guolian Aquatic Products and KaiChuang International also experienced mixed capital flows, with Guolian showing a small main capital inflow but significant retail outflows [2]

Core Viewpoint - The fishery sector experienced a slight increase of 0.52% on February 3, with Guolian Aquatic leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - On February 3, the Shanghai Composite Index closed at 4067.74, up by 1.29%, and the Shenzhen Component Index closed at 14127.1, up by 2.19% [1]. - The fishery sector stocks showed varied performance, with Guolian Aquatic (300094) closing at 3.73, up by 1.36%, and other notable stocks including Zhongshui Fishery (000798) at 11.29, up by 0.44% [1]. Group 2: Trading Volume and Capital Flow - The trading volume for Guolian Aquatic was 833,900 shares, with a transaction value of 310 million yuan, while Zhongshui Fishery had a trading volume of 276,800 shares and a transaction value of 311 million yuan [1]. - The fishery sector saw a net outflow of 64.26 million yuan from main funds, while retail investors contributed a net inflow of 78.85 million yuan [1]. Group 3: Individual Stock Capital Flow - Guolian Aquatic experienced a main fund net outflow of 36.19 million yuan, while retail investors had a net inflow of 38.17 million yuan, indicating strong retail interest [2]. - Other stocks like Dahu Co. (600257) and Zhongshui Fishery (000798) also showed significant retail inflows of 1.60 million yuan and 25.64 million yuan respectively, despite main fund outflows [2].

Core Viewpoint - The food industry in China is expected to undergo significant transformation by 2025, characterized by technological empowerment across the entire supply chain, brand-driven upgrades, and the emergence of new productive forces through integration [1][2]. Group 1: Industry Development and Innovation - The year 2025 is identified as a critical year for quality enhancement and value reconstruction in China's food industry, with a focus on deep integration of marine economy and food industry in Dalian [2]. - The Dalian food industry associations have implemented a "three associations in one" operational model, which has led to the addition of nearly 50 new members and the establishment of centers for labor dispute mediation and intellectual property protection [2][3]. - The associations have organized nearly 50 specialized training sessions on topics such as labor dispute judicial interpretation and AI empowerment, enhancing the overall development capabilities of enterprises [3]. Group 2: Standards and Food Safety - The pre-prepared food association aims to establish six group standards by 2025, including guidelines for microbial monitoring in production environments and frozen abalone standards, contributing to a comprehensive industry standard system [4]. - A shared inspection laboratory has been established, serving over 50 enterprises and testing more than 600 samples, effectively reducing quality control costs for small and medium-sized enterprises [4]. - The food safety association has launched educational initiatives through social media platforms to enhance public knowledge of food safety standards and risk prevention [4]. Group 3: Market Expansion and Collaboration - The associations have engaged in direct communication with Dalian Customs to address import and export challenges, facilitating international market expansion for enterprises [5]. - Collaborative efforts with educational institutions have led to the development of AI empowerment courses and joint teaching models to cultivate digital talent in the industry [5]. - The Dalian food industry has actively participated in various expos and forums, showcasing local products and enhancing the national influence of the "Dalian seafood" brand [7]. Group 4: Strategic Vision and Future Goals - The Dalian food industry is undergoing a transformation aimed at breaking through development ceilings and creating a new value network, transitioning from resource-driven to intelligence-driven growth [8]. - The industry is focused on evolving from regional characteristics to becoming a national benchmark, aiming to elevate Chinese brands to a global level [8].

本报讯(记者李勇)"聚核、强链、增韧"，随着系统性改革的持续推进，獐子岛（002069）集团股份有限 公司(以下简称"獐子岛")核心主业不断显露复苏暖意。据獐子岛1月30日晚间披露的业绩预告，经初步 核算，该公司预计2025年度归属于上市公司股东的净利润亏损1050万元至1500万元，同比减亏31.55% 至52.08%；预计扣除非经常性损益后的净利润亏损5000万元至7000万元，同比减亏37.82%至55.58%。 对于业绩的减亏，獐子岛在公告中表示，2025年，该公司持续推动产品结构优化与运营管理提升，销售 毛利实现同比增长。但受终端消费市场需求整体偏弱影响，毛利改善幅度未达预期。同时，该公司深化 精细化管理，不断提升运营效率，期间费用同比实现下降。公告还显示，报告期内，因该公司的控股子 公司发生补缴税款及滞纳金，导致所得税费用及营业外支出同比增加较大，对净利润造成显著影响。此 外，为盘活资产、优化资源配置，该公司积极推进资产结构调整，通过处置部分闲置及低效资产实现了 相应的处置收益和投资收益，对本报告期利润产生积极贡献。 业绩预告中，獐子岛对2026年进行展望时表示，该公司将继续深化内部改革，全面强化 ...

Core Viewpoint - The company, Zhuangzi Island, forecasts a net loss of 10.5 million to 15 million yuan for the year 2025, an improvement from the previous year's loss of 21.91 million yuan [1] Financial Performance - The company expects a non-recurring net loss of 50 million to 70 million yuan for 2025, compared to a loss of 112.57 million yuan in the same period last year [1] - The sales gross profit has increased year-on-year, but the improvement was not as significant as anticipated due to weak overall demand in the end consumer market [1] Operational Efficiency - The company has implemented refined management practices, leading to a reduction in period expenses year-on-year [1] - However, the net profit was significantly impacted by increased income tax expenses and non-operating expenditures due to tax payments and penalties from a subsidiary [1] Asset Management - To optimize resource allocation, the company is actively pursuing asset structure adjustments, resulting in gains from the disposal of idle and inefficient assets, which positively contributed to the profits for the reporting period [1] Future Outlook - For 2026, the company plans to deepen internal reforms, enhance refined management, actively expand market channels, and implement cost reduction and efficiency improvement measures to significantly improve operational quality [1]

每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 王晓波） 每经AI快讯，獐子岛1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润为-1050万元 至-1500万元，上年同期为-2191.26万元。基本每股收益-0.0148元至-0.0211元。业绩变动主要原因是， 公司持续推动产品结构优化与运营管理提升，销售毛利实现同比增长。但受终端消费市场需求整体偏弱 影响，毛利改善幅度未达预期。同时，公司深化精细化管理，不断提升运营效率，期间费用同比实现下 降。但报告期内，因控股子公司发生补缴税款及滞纳金，导致所得税费用及营业外支出同比增加较大， 对净利润造成显著影响。 ...