证券代码：002069 证券简称：獐子岛 公告编号：2025-60 獐子岛集团股份有限公司 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、计提资产减值准备情况概述 根据《企业会计准则》、《深圳证券交易所股票上市规则》、《深圳证券交易所 上市公司自律监管指南第 1 号——业务办理》等相关规定，为真实、准确反映獐 子岛集团股份有限公司（以下简称"公司"或"本公司"）截至 2025 年 9 月 30 日的资产状况和财务状况，基于谨慎性原则，公司对合并报表范围内的可能发生 资产减值损失的相关资产计提减值准备。对生长状态不佳且不具备经济价值的消 耗性生物资产，对废弃、损毁且不具备使用价值的固定资产进行核销处理。 本次计提资产减值准备及核销部分资产具体情况如下： 单位：万元 | 项目 | 合计金额 | 核销 | 减值准备 | | --- | --- | --- | --- | | 应收款项 | 290.37 | | 290.37 | | 消耗性生物资产 | 779.30 | 779.30 | | | 固定资产 | 20.75 | 20.75 | | | 合计 | 1 ...

关于控股子公司需补缴税款事项的公告 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、基本情况 獐子岛集团股份有限公司（以下简称"公司"）控股子公司青岛前沿海洋种 业有限公司（以下简称"青岛前沿海洋"）近日收到国家税务总局青岛市崂山区 税务局出具的《税务事项通知书》（青崂税 通【2025】5900 号、5525 号、5542 号、5543 号），核定青岛前沿海洋 2019-2021 年度合作育苗业务所得不符合《中 华人民共和国企业所得税法实施条例》第八十六条"海水养殖所得减半征收企业 所得税"的规定，要求青岛前沿海洋补缴 2019-2021 年度企业所得税 1,063.51 万 元，滞纳金 872.31 万元。另外，青岛前沿海洋按照上述主管税局签发的《税务 事项通知书》（青崂税 通【2025】4016 号）和《责令限期改正通知书》（青崂税 限改【2025】20 号）先行补缴 2022 年度企业所得税 155.73 万元，滞纳金 62.75 万元。截止本公告披露日，上述税款及滞纳金已全部缴纳完毕。 证券代码：002069 证券简称：獐子岛 公告编号：2025- ...

Core Viewpoint - The company expects a net loss attributable to shareholders of 35 million yuan for the first three quarters of 2025, compared to a loss of 24.75 million yuan in the same period last year [1] Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be -28 million yuan, an improvement from -30.15 million yuan year-on-year [1] - The basic earnings per share are estimated at -0.0492 yuan per share [1] Market Impact - The company's losses in the first three quarters are primarily attributed to structural changes in the consumer market, lower-than-expected sales of marine products, and impairment provisions and write-offs of certain assets [1]

Core Insights - The fishing sector experienced a slight increase of 0.05% on October 15, with Dahu Co. leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Sector Performance - Dahu Co. (600257) closed at 5.51, with a rise of 2.04% and a trading volume of 201,900 shares, amounting to a transaction value of 111 million yuan [1] - Zhanzi Island (002069) saw a closing price of 4.04, up 1.00%, with a trading volume of 93,100 shares and a transaction value of 37.49 million yuan [1] - Haodangjia (600467) closed at 2.42, up 0.41%, with a trading volume of 281,400 shares and a transaction value of 68.06 million yuan [1] - Zhongshui Fishery (000798) closed at 8.05, down 0.25%, with a trading volume of 46,000 shares and a transaction value of 36.98 million yuan [1] - Kaichuang International (600097) closed at 11.25, down 0.88%, with a trading volume of 33,900 shares and a transaction value of 38.06 million yuan [1] - Guolian Aquatic Products (300094) closed at 3.69, down 1.34%, with a trading volume of 289,800 shares [1] Capital Flow Analysis - The fishing sector saw a net outflow of 2.84 million yuan from institutional investors and 1.81 million yuan from speculative funds, while retail investors had a net inflow of 4.65 million yuan [1] - Dahu Co. had a net inflow of 9.12 million yuan from institutional investors, but a net outflow of 3.98 million yuan from speculative funds and 5.14 million yuan from retail investors [2] - Haodangjia experienced a net inflow of 1.60 million yuan from institutional investors, with a net inflow of 0.32 million yuan from speculative funds, but a net outflow of 1.92 million yuan from retail investors [2] - Zhanzi Island had a net inflow of 0.86 million yuan from institutional investors, but a significant net outflow of 4.26 million yuan from speculative funds and a net inflow of 3.39 million yuan from retail investors [2] - Kaichuang International faced a net outflow of 0.21 million yuan from institutional investors, with a net inflow of 0.24 million yuan from speculative funds and a negligible net outflow from retail investors [2] - Zhongshui Fishery had a net outflow of 0.48 million yuan from institutional investors, with a net outflow of 1.48 million yuan from speculative funds and a net inflow of 1.96 million yuan from retail investors [2] - Guolian Aquatic Products experienced a significant net outflow of 13.73 million yuan from institutional investors, but a net inflow of 7.35 million yuan from speculative funds and a net inflow of 6.38 million yuan from retail investors [2]

证券之星消息，10月14日渔业板块较上一交易日上涨1.08%，中水渔业领涨。当日上证指数报收于 3865.23，下跌0.62%。深证成指报收于12895.11，下跌2.54%。渔业板块个股涨跌见下表： 从资金流向上来看，当日渔业板块主力资金净流入888.24万元，游资资金净流出2033.08万元，散户资金 净流入1144.84万元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300094 国联水产 | | 2771.12万 | 15.92% | -1137.20万 | -6.53% | -1633.91万 | -9.39% | | 000798 中水渔业 | | -146.28万 | -2.68% | -445.47万 | -8.17% | 591.75万 | 10.85% | | 600097 | 开创国际 | -215.36万 | -4.17% | -199.83万 | -3 ...

Core Insights - The demand for seafood products, particularly Chinese mitten crabs, has surged due to rapid economic development in China, leading to a significant increase in domestic crab catch, which has now exceeded production levels [1][7] - The Chinese government has implemented fishing bans to protect marine environments, resulting in a continuous decline in domestic crab catch since 2014, despite rising market demand [1][7] - China has become a major importer of mitten crabs globally, with imports recovering to 922.55 tons in 2024 after a significant drop during the pandemic [1][7] - The export of mitten crabs has decreased, with projections showing a decline to 79.09 tons in 2024 [1][7] Industry Overview - The mitten crab, known for its delicious taste and high economic value, is primarily found in China's coastal waters, with the most common species being the Portunus trituberculatus [3][11] - The industry is characterized by a large number of small to medium-sized enterprises, with major companies concentrated in resource-rich regions like Zhejiang, Fujian, and Jiangsu [11] Import and Export Trends - In 2022, the import of live, fresh, or chilled mitten crabs fell by 54.1% to 260.68 tons due to pandemic impacts, while exports rose by 57.7% to 293.96 tons [1][7] - By 2025, the import amount for the first eight months was 568.83 tons, a decrease of 30.1% year-on-year, while exports dropped by 66.5% to 10.88 tons [1][8] Market Dynamics - The mitten crab industry is experiencing a shift towards high-end and diversified consumer demands, with a growing preference for organic and high-quality products [13][14] - Technological advancements, including IoT and AI, are expected to enhance precision in crab farming, improving product quality and yield stability [15] - Sustainable practices are becoming mainstream, with a focus on eco-friendly farming techniques and certifications that enhance product value [16] Related Companies - Major companies in the mitten crab industry include Shandong Haodangjia Ocean Development Co., Ltd., and Zhuangzi Island Group Co., Ltd., which are involved in various aspects of crab farming, processing, and trade [11][12]

证券之星消息，10月13日渔业板块较上一交易日上涨0.43%，国联水产领涨。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。渔业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300094 | 国联水产 | 3.71 | 1.64% | 33.24万 | 1.20亿 | | 600257 | 大湖股份 | 5.34 | 0.95% | 17.37万 | 9224.33万 | | 000798 | 中水渔业 | 7.92 | 0.51% | 5.70万 | 4485.40万 | | 600467 | 好当家 | 2.40 | 0.00% | 33.69万 | 7991.21万 | | 600097 | 开创国际 | 11.15 | -0.45% | 3.67万 | 4039.23万 | | 002069 | 獐子岛 | 3.97 | -0.50% | 11.91万 | 4711.11万 | 以上内容为证券之星据公开信息整理，由 ...

Core Points - The fishery sector experienced a decline of 0.54% on October 9, with Dahu Co. leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - Haodangjia (600467) closed at 2.37, up 0.42% with a trading volume of 358,100 shares and a turnover of 84.43 million yuan [1] - Guolian Aquatic (300094) closed at 3.63, down 0.27% with a trading volume of 327,500 shares and a turnover of 118 million yuan [1] - Zhongshui Fishery (000798) closed at 7.76, down 0.64% with a trading volume of 38,500 shares and a turnover of 29.77 million yuan [1] - Kaichuang International (600097) closed at 11.02, down 0.72% with a trading volume of 34,500 shares and a turnover of 37.97 million yuan [1] - Zhangzidao (002069) closed at 3.93, down 0.76% with a trading volume of 92,600 shares and a turnover of 36.22 million yuan [1] - Dahu Co. (600257) closed at 5.22, down 1.69% with a trading volume of 120,600 shares and a turnover of 62.87 million yuan [1] Capital Flow - The fishery sector saw a net outflow of 6.59 million yuan from main funds, while speculative funds had a net inflow of 9.29 million yuan, and retail investors experienced a net outflow of 2.70 million yuan [1] - Haodangjia (600467) had a main fund net inflow of over 7.19 million yuan, but a net outflow of 7.50 million yuan from retail investors [2] - Guolian Aquatic (300094) experienced a main fund net outflow of 8.05 million yuan, but a net inflow of 5.10 million yuan from retail investors [2] - Zhongshui Fishery (000798) had a main fund net outflow of 3.63 million yuan, with a net inflow of 2.56 million yuan from retail investors [2]

Core Insights - The article highlights the successful transition of Zhuangzi Island from seawater source heating to air source heat pumps, significantly improving energy efficiency and environmental sustainability [1][2][3] Group 1: Clean Heating Transition - Zhuangzi Island began exploring clean heating solutions in 2006, initially using seawater source heat pumps, which faced high maintenance costs and operational challenges due to environmental factors [2] - In 2020, the local government invested 1 million yuan in a pilot air source heating project, which proved successful and led to a larger investment of over 10 million yuan from an energy company in 2021 to replace the seawater system [2][3] Group 2: Environmental Impact - The implementation of 28 air source heat pump units has resulted in a heating coverage of 121,700 square meters, reducing coal consumption by over 3,200 tons during the heating season, equivalent to a decrease of approximately 8,000 tons of CO2 emissions [3] - The transition to air source heating has also led to a significant reduction in maintenance frequency and costs, enhancing overall resident satisfaction [6] Group 3: Waste Management and Eco-Friendly Initiatives - Zhuangzi Island has established a comprehensive waste management system focusing on waste reduction, resource utilization, and harmless disposal, aligning with national "waste-free city" initiatives [7][9] - The island has built four low-temperature pyrolysis stations for daily waste treatment, preventing environmental risks associated with long-distance waste transport [9][11] Group 4: Community Engagement and Education - The local government has implemented a grid management system for environmental supervision, encouraging community participation in waste management and environmental protection [16] - Educational initiatives in schools promote waste sorting and environmental awareness among children, fostering a culture of sustainability within the community [16] Group 5: Broader Ecological Goals - Zhuangzi Island aims to become an international ecological island, focusing on ecological priority, cultural leadership, marine revitalization, and tourism enhancement as part of its development strategy [17] - The island has received recognition for its ecological efforts, being named one of the first "Beautiful Islands" by the Ministry of Natural Resources and a top ten case in Dalian's "waste-free city" construction [19][21]

Core Insights - The fishing sector experienced a decline of 0.21% on September 30, with Zhanzi Island leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Sector Performance - Major stocks in the fishing sector showed mixed results, with Dahu Co. rising by 0.76% to a closing price of 5.31, while Zhanzi Island fell by 0.75% to 3.96 [1] - Trading volumes varied, with Guolian Aquatic Products recording a volume of 409,100 shares and a transaction value of 150 million yuan [1] Capital Flow - The fishing sector saw a net inflow of 8.32 million yuan from institutional investors, while retail investors experienced a net outflow of 15.97 million yuan [1] - Guolian Aquatic Products had the highest net outflow among retail investors at 9.17 million yuan, indicating a potential shift in investor sentiment [2]