本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002069 证券简称：獐子岛 公告编号：2025-71 獐子岛集团股份有限公司 股票交易异常波动公告 一、股票交易异常波动的情况介绍 獐子岛集团股份有限公司（以下简称"公司"、"獐子岛"、"本公司"） 股票（证券简称：獐子岛，证券代码：002069）于 2025 年 11 月 21 日、2025 年 11 月 24 日连续 2 个交易日累计涨幅偏离值为 22.96%。根据深圳证券交易所的有 关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况 针对公司股票异常波动，公司对有关事项进行了核查，并函询了公司控股股 东及其关联方，现就有关情况说明如下： 1、公司近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、公司近期经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东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。 5、股票异常波动期间，公司、控股股东、实际控制人及本公司 ...

Group 1 - The fishing sector experienced a significant increase of 6.28% on November 24, with KaiChuang International leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] - Notable stock performances included KaiChuang International and ZhongShui Fisheries, both rising by 10.01%, and ZhangZi Island, which increased by 9.47% [1] Group 2 - The net inflow of main funds in the fishing sector was 181 million yuan, while retail funds saw a net outflow of 67.46 million yuan [1] - The main fund inflow for KaiChuang International was 137 million yuan, accounting for 41.50% of its trading volume [2] - ZhongShui Fisheries had a main fund inflow of 1.05 billion yuan, representing 12.21% of its trading volume, but also experienced a retail fund outflow of 50.33 million yuan [2]

Market Overview - A total of 13 stocks had closing orders exceeding 100 million yuan today, indicating strong market interest [2] - The top three stocks by closing order volume were Haiou Zhugong (855,800 hands), Shida Group (750,400 hands), and Huaci Co., Ltd. (229,100 hands) [2] Stock Performance - Huaci Co., Ltd. experienced a significant price movement, with a cumulative increase of 44.87% over the last six trading days, including five limit-up days and one limit-down day [2] - The stock's trading volume today was 1.67 billion yuan, with a net buying amount of 10.59 million yuan [2] Sector Highlights Aquaculture Sector - Zhongshui Fishery and Zanzida Island were among the stocks that hit the limit-up today, with Zhongshui Fishery actively engaging in deep-sea economic development and sustainable marine resource projects [3] - Zanzida Island has a national-level marine ranch demonstration area of 940 square kilometers and an annual processing capacity exceeding 60,000 tons [3] Cultural Media Sector - Stocks such as E-Dian Tianxia, Xinhua Du, and Visual China saw limit-up performance, with E-Dian Tianxia achieving an average of 220 billion daily advertising requests [4] - Guiguang Network is the only operator in Guizhou with full communication licenses, establishing a comprehensive broadband network [4] Humanoid Robotics Sector - Shida Group is investing 16.72 million yuan to build a data collection factory for humanoid intelligent robots, responding to the growing demand for data training sets [5] - Longxi Co., Ltd. holds over 75% market share in the joint bearing sector and supplies core components to companies like Tesla [5] Institutional Investment - Six stocks on the Dragon and Tiger list had net buying amounts exceeding 100 million yuan, with Tianhua New Energy leading at 372 million yuan [6] - Institutional net buying was prominent in Tianhua New Energy, E-Dian Tianxia, and Annie Co., Ltd., with net buying amounts of 288 million yuan, 86.43 million yuan, and 30.80 million yuan respectively [7] ETF Performance - The Food and Beverage ETF (product code: 515170) saw a decrease of 1.88% over the past five days, with a net redemption of 31.43 million yuan [9] - The Game ETF (product code: 159869) decreased by 3.98%, with a net redemption of 250 million yuan [9] - The Science and Technology 50 ETF (product code: 588000) decreased by 5.59%, but saw an increase in shares by 540 million [9]

Market Overview - As of November 21, the Shanghai Composite Index closed at 3834.89 points, down 96.16 points, a decline of 2.45% [1] - The Shenzhen Component Index closed at 12538.07 points, down 442.75 points, a decline of 3.41% [1] - The ChiNext Index closed at 2920.08 points, down 122.26 points, a decline of 4.02% [1] Trading Activity - A total of 91 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - Dapeng Industrial (920091) with a turnover rate of 98.28% and a price increase of 1211.11% [1] - Jianglong Shipbuilding (300589) with a turnover rate of 55.14% and a price increase of 14.50% [1] - C Nanshan Data (301638) with a turnover rate of 52.72% and a price increase of 0.91% [1] Notable Stocks - Other significant stocks with high turnover rates included: - C Hengkun (688727) with a turnover rate of 46.22% and a price decrease of 11.47% [1] - Inspur Software (600756) with a turnover rate of 46.20% and a price increase of 6.76% [1] - ST Dongtong (300379) with a turnover rate of 44.50% and a price increase of 4.15% [1] - Additional stocks with notable performance included: - Shennong Agriculture (300189) with a turnover rate of 42.82% and a price increase of 3.67% [1] - Beifang Changlong (301357) with a turnover rate of 42.52% and a price increase of 0.68% [1]

Core Insights - The fishery sector experienced a rise of 2.22% on November 21, with Zhongshui Fishery leading the gains [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Zhongshui Fishery (000798) closed at 15.09, up 9.99% with a trading volume of 968,000 shares and a transaction value of 1.416 billion [1] - Zhangzidao (002069) closed at 4.75, up 9.95% with a trading volume of 1.513 million shares and a transaction value of 704 million [1] - Haodangjia (600467) closed at 2.85, up 1.06% with a trading volume of 2.8157 million shares and a transaction value of 804 million [1] - Guolian Aquatic Products (300094) closed at 4.73, down 0.63% with a trading volume of 4.1889 million shares and a transaction value of 2.043 billion [1] - Dahu Co., Ltd. (600257) closed at 6.13, down 4.22% with a trading volume of 915,500 shares and a transaction value of 582 million [1] - Kaichuang International (600097) closed at 12.89, down 4.87% with a trading volume of 407,100 shares and a transaction value of 53.2 million [1] Capital Flow - The fishery sector saw a net inflow of 62,700 yuan from main funds, while retail funds had a net inflow of 1.092 million yuan [1] - The main funds experienced a net outflow of 10.9828 million yuan from retail investors [1] Individual Stock Capital Flow - Zhangzidao (002069) had a main fund net inflow of 18.6 million yuan, but a net outflow of 106 million yuan from speculative funds [2] - Kaichuang International (600097) had a main fund net inflow of 3.51 million yuan, with speculative funds contributing 7.61 million yuan [2] - Haodangjia (600467) experienced a main fund net outflow of 5.54 million yuan, while speculative funds had a net inflow of 5.17 million yuan [2] - Dahu Co., Ltd. (600257) had a main fund net outflow of 27.5861 million yuan, with retail investors contributing a net inflow of 26.0483 million yuan [2] - Guolian Aquatic Products (300094) saw a main fund net outflow of 49.1618 million yuan, while speculative funds had a net inflow of 27.2019 million yuan [2] - Zhongshui Fishery (000798) had a main fund net outflow of 108 million yuan, with retail investors contributing a net inflow of 53.934 million yuan [2]

Core Viewpoint - The A-share market's fishery stocks are rising against the trend, driven by geopolitical tensions affecting Japanese seafood imports into China [1]. Group 1: Market Performance - Fishery stocks such as Zhongshui Fishery and Zhangzidao hit the daily limit, while Guolian Aquatic Products rose nearly 6% and Haodangjia increased by nearly 3% [1]. - Specific stock performances include: - Zhongshui Fishery (000798) increased by 9.99%, with a market cap of 5.521 billion and a year-to-date increase of 103.64% [2]. - Zhangzidao (002069) rose by 9.95%, with a market cap of 3.378 billion and a year-to-date increase of 29.43% [2]. - Guolian Aquatic Products (300094) increased by 5.88%, with a market cap of 5.686 billion and a year-to-date increase of 32.98% [2]. - Haodangjia (600467) rose by 2.84%, with a market cap of 4.237 billion and a year-to-date increase of 26.07% [2]. Group 2: Geopolitical Context - Japanese Prime Minister Suga Yoshihide's remarks regarding Taiwan have led to a deterioration in Sino-Japanese relations, prompting China to suspend imports of Japanese seafood [1]. - The Chinese Ministry of Commerce stated that Japan's leadership has made "erroneous remarks" on significant issues, negatively impacting economic exchanges and cooperation between the two countries [1].

Core Viewpoint - Agricultural stocks experienced a significant rally on the 21st, with notable performances in the seed and aquaculture sectors, indicating a potential turning point in the industry by 2026 [1] Group 1: Agricultural Sector Performance - Stocks such as QuanYin High-Tech and QiuLe Seed Industry reached a 20% and over 10% increase respectively, while ZhongShui Fishery achieved a six-day consecutive limit-up [1] - The industry is expected to focus on capturing turning points and tracking core fundamental indicators in 2026, with an emphasis on finding entry points within a relatively reasonable valuation range [1] Group 2: Livestock and Pet Sectors - The livestock sector is expected to balance offense and defense strategies, with a shift from a defensive focus in 2025 to a greater emphasis on potential future flexibility in 2026 [1] - The pet sector is undergoing a valuation correction, with expectations for a recovery in performance growth, suggesting that investment opportunities will re-emerge [1] Group 3: Seed Industry Insights - According to KaiYuan Securities, the seed industry is expected to trend towards larger varieties under policy guidance, with an improving competitive landscape for leading seed companies [1] - The research and development of genetically modified seeds presents high technical barriers, giving leading companies a competitive edge as the promotion and expansion of these seeds accelerate, potentially intensifying the industry’s Matthew effect [1]

Core Viewpoint - The aquaculture sector is experiencing a significant rally, highlighted by Zhongshui Fisheries achieving six consecutive trading limits, while other companies like Zhangzidao and Guolian Aquatic Products also show positive momentum [1] Group 1: Company Performance - Zhongshui Fisheries has recorded six consecutive trading limits, indicating strong investor interest and market confidence [1] - Zhangzidao has achieved two trading limits in three days, reflecting a positive trend in its stock performance [1] - Guolian Aquatic Products and Baiyang Co. are also witnessing upward movement in their stock prices, contributing to the overall strength of the aquaculture sector [1] Group 2: Industry Trends - The aquaculture sector is currently experiencing a rally, suggesting a favorable market environment for companies within this industry [1] - The performance of multiple companies in the sector indicates a broader trend of investor optimism towards aquaculture stocks [1]

Group 1 - The aquaculture sector experienced a decline, with major companies such as Dahua Co., Ltd. falling over 8% and Guolian Aquatic Products dropping over 5% [2] - Other companies in the sector, including Zhangzidao, Xiangjia Co., and Yongshun Biological, also saw a decrease in their stock prices [2]

Core Viewpoint - China has suspended the import of Japanese seafood due to Japan's failure to provide promised technical materials regarding product safety, which has led to a significant decline in Japanese seafood exports to China [1][3]. Group 1: Impact on Japanese Seafood Exports - Japan's agricultural and seafood exports are projected to decline for the first time in four years, with a year-on-year decrease of 1.8% in the first half of 2024, totaling 701.3 billion yen (approximately 70.13 billion yuan) [3]. - Exports to mainland China have plummeted by 43.8%, amounting to only 78.4 billion yen, with seafood exports experiencing a dramatic drop of 92.3%, reduced to just 3.5 billion yen [3]. Group 2: Domestic Market Response - Japanese seafood's market share in China is already low, and many restaurants have alternative sources for ingredients, indicating minimal impact on local dining establishments [3]. - Major retail chains have largely ceased importing Japanese seafood since the nuclear wastewater discharge incident, with a shift towards sourcing local seafood products instead [1][3]. Group 3: Market Reaction - Following the announcement of the import suspension, the seafood sector saw a collective surge, with several key stocks hitting the daily limit up, including Guolian Aquatic (300094.SZ) and others [3].