深圳商报 读创客户端记者 李薇 6月5日，獐子岛（002069）（002069）发布公告，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"）计划于2025年6月27日至2025年9月26日，通过集中竞价方式减持 不超过711万股公司股份，占公司总股本的1%。 同一天，獐子岛公布2025年一季报，公司营业收入为4.1亿元，同比上升11.1%；归母净利润自上年同期 亏损701万元变为亏损156万元，亏损额有所减少；扣非归母净利润自上年同期亏损885万元变为亏损266 万元，亏损额有所减少；经营现金流净额为-355万元，同比下降115.2%。 公开资料显示，獐子岛涉及多个业务领域，主要包括海洋捕捞、海洋养殖和相关产品的加工与销售。公 司致力于提高海洋资源的利用效率，同时推动可持续发展。 4月24日，獐子岛公布2024年年报，公司营业收入为15.8亿元，下降5.7%；归母净利润亏损2191万元， 下降355.1%；扣非归母净利润亏损1.13亿元，下降3276.1%；经营现金流净额为7894万元，下降58.5%。 这也是该公司自2020年以来5年内净利润首次由盈转亏。 2024年年报中 ...

Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]

证券代码：002069 证券简称：獐子岛 公告编号：2025-30 獐子岛集团股份有限公司 关于持股 5%以上股东减持股份计划的预披露公告 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。 特别提示： 相关规定（该基金存续期为 2 年，自 2016 年 6 月 13 日至 2018 年 6 月 12 日存续 期届满后进入清算期间）。 子岛投资发展中心通过协议转让方式获得。 即拟减持股份数量不超过 711.1 万股。 （二）和岛一号基金不存在《上市公司股东减持股份管理暂行办法（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、 高级管理人员减持股份》等规定的大股东不得减持的情形。 持有獐子岛集团股份有限公司（以下简称"公司" 股股份（占公司总股本比例为 8.04%）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（以下简称"和岛一号基金"）计划于本公告披露之日起 不超过 7,111,000 股，占公司总股本 ...

证券代码：002069 证券简称：獐子岛 公告编号：2025-30 獐子岛集团股份有限公司 关于持股 5%以上股东减持股份计划的预披露公告 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。 特别提示： 持有獐子岛集团股份有限公司（以下简称"公司""獐子岛公司"）57,162,685 股股份（占公司总股本比例为 8.04%）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（以下简称"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%。 公司于近日收到和岛一号基金出具的《和岛一号证券投资基金关于减持獐子 岛集团股份有限公司股份的告知函》，现将相关情况公告如下： 1 一、本次减持股东的基本情况 1、股东名称：北京吉融元通资产管理有限公司－和岛一号证券投资基金 2、股东持股情况：截至本公告披露日，和岛一号基金持有公司股份 ...

獐子岛（002069）公告，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计划于公告披露 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5716.27万股，占公司总股本比例为8.04%。减持原因为 基金份额持有人个人资金需求及和岛一号基金合同与清算相关规定。减持价格将按照市场价格确定。和 岛一号基金不属于公司控股股东、实际控制人，本次减持计划的实施不会导致公司控制权发生变更。 ...

Core Viewpoint - The recent announcement by Zhangzi Island to issue A-shares at a price of 3.09 yuan per share aims to raise up to 522 million yuan, with the sole recipient being Haifa Group, which is controlled by the Dalian State-owned Assets Supervision and Administration Commission. The funds will be used to replenish working capital and repay bank loans [1][2]. Group 1: Company Background and Current Situation - Zhangzi Island has faced significant operational and financial pressures, having been previously labeled as a "fraud" company due to multiple scandals involving inflated profits and asset misreporting [2]. - The company has experienced substantial losses, with six out of the last eleven years resulting in deficits, and its revenue declining by 16.98% in 2023, followed by a further drop of 5.66% in 2024 [2][3]. - The main business segments of Zhangzi Island, including aquaculture, processing, and trading, have seen revenues drop to only 56%, 55%, and 27% of their peak levels in 2017, respectively [3]. Group 2: Financial Challenges - Zhangzi Island's financial health is concerning, with an asset-liability ratio around 95% and a cash-to-short-term debt ratio of only 0.3, indicating significant repayment pressure [4]. - The company reported a net loss of 21.91 million yuan in 2024, with asset impairment losses reaching 36.36 million yuan [3][4]. Group 3: Strategic Changes and Future Outlook - Following the entry of state-owned capital, Zhangzi Island has shifted its strategic focus towards diversification and extending its industrial chain, including new product lines such as pre-prepared marine dishes and nutritional supplements [6]. - The management aims to transition from a single-species aquaculture model to a dual-species model to enhance profitability and reduce costs [6]. - The support from local government and financial institutions is expected to alleviate some financial pressures, with the recent capital increase seen as a crucial step in optimizing the capital structure [6][7].

公开信息显示，海发集团系由大连市属国企海洋产业相关资源整合而成，是大连市国资委实控企业，也 是獐子岛当前控股股东大连盐化集团有限公司的母公司。如果本次发行顺利完成，按发行数量上限计 算，发行后大连市国资委及其控制的企业合计将持有獐子岛37.37%的表决权，獐子岛实控人不变，仍 为大连市国资委。 阎忠吉在说明会上表示，预计本次发行完成后，公司的总资产和净资产金额增加，资产负债率降低，公 司流动比率和速动比率将得到改善，短期偿债能力增强。 獐子岛披露的相关公告显示，通过本次发行，公司的资金实力将获得显著提升，抗风险能力得到强化， 公司将在业务布局、财务状况、长期战略实施等多方面夯实可持续发展基础，以应对行业未来的发展趋 势。本次发行系推动公司高质量发展的切实举措，未来公司可以利用募集资金加快做稳做优海洋牧场， 大力推动海洋产业升级、海洋科技创新和海洋品牌振兴，进一步巩固行业地位，提升市场竞争力，努力 成为品牌价值卓越、产业引领显著、行业地位领先的综合型海洋渔业集团，为国家粮食安全和海洋强国 战略作出贡献。通过本次发行，国有股东持股比例的提升有利于发挥国资引领带动作用，将加快推动上 市公司科学规划发展规模化养殖，对 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "扇贝跑了""扇贝饿死了"……曾经因财务造假而被市场广泛知晓的獐子岛，又要开启新一轮定增。 2025年5月22日，獐子岛抛出向特定对象发行A股股票预案，拟以3.09元/股向大连市国资委控制的海发 集团定增募资不超过5.22亿元，全部用于补充流动资金及偿还银行借款。此次定增完成后，海发集团直 接及间接持股比例将提升至31.69%，取代盐化集团成为控股股东，但实际控制人仍为大连市国资委。 对于这次业绩亏损，獐子岛归因于国内消费终端有效需求偏弱及市场竞争加剧等影响，公司部分产品销 量和价格较同期下降、存量客户订单数量减少、新客户数量增长缓慢，导致公司部分产品收入和毛利未 达预期。 为增加公司利润，獐子岛还于4月份发布公告拟对外挂牌出租部分资产，公司称若以评估备案价值出租 成交，预计公司每年可回收流动资金839.68万元，增加利润约792.15万元，增加净资产约792.15万元。 此次定增能否帮助獐子岛走出困境，实现业绩反转？曾经因财务造假而受损的投资者，是否还会对獐子 岛抱有信心？这一系列问题 ...

Core Viewpoint - The company, Zhuangzi Island, is facing continuous losses and high debt levels, prompting a significant capital increase through a private placement to improve liquidity and reduce bank borrowings [1][4][6]. Financial Situation - Zhuangzi Island plans to raise no more than 521.86 million yuan through a private placement to supplement working capital and repay bank loans [1][4]. - As of March 2025, the company's total liabilities amount to approximately 2.125 billion yuan, with an asset-liability ratio of 95.80% [5][6]. - The company reported a net profit loss of approximately 21.91 million yuan in 2024, a decline of 355.15% year-on-year, attributed to weak domestic demand and increased market competition [16]. Shareholder Changes - Following the private placement, the controlling shareholder will shift from Yanhua Group to Haifa Group, with Haifa Group expected to hold over 30% of the shares [7][8]. - Before the issuance, Yanhua Group held about 15.46% of Zhuangzi Island's shares, which will decrease to 12.50% post-issuance [7]. Asset Management - To enhance profitability, the company plans to lease out part of its assets, potentially generating an annual cash recovery of approximately 8.3968 million yuan and increasing profits by about 7.9215 million yuan [2][18]. - The company has been in a state of loss since 2014, primarily due to adverse environmental conditions affecting its marine resources [10][12]. Market Performance - As of May 23, 2023, Zhuangzi Island's stock price was 4.05 yuan per share, with a total market capitalization of approximately 2.88 billion yuan [3][9].

Core Viewpoint - Zhuangzi Island reported a decline in revenue and net profit for 2024, indicating challenges in its core marine industry operations [1] Group 1: Financial Performance - In 2024, Zhuangzi Island achieved operating revenue of 1.583 billion yuan, a decrease of 5.66% year-on-year [1] - The company recorded a net loss of 21.91 million yuan, a year-on-year decrease of 355.15% [1] - The non-recurring net profit was -113 million yuan, reflecting a significant decline of 3276.09% year-on-year [1] Group 2: Research and Development - The company's R&D expenses are focused on various areas, including aquatic seedling cultivation, marine environmental modeling, and high-end product development for shellfish [2] - Progress in polyploid species cultivation is seen as crucial for enhancing the resilience and market competitiveness of marine aquaculture [2] - Zhuangzi Island's subsidiary, Qingdao Frontier Marine Seed Industry Co., is a leading player in China's polyploid aquatic seedling sector, particularly in shellfish breeding [2] Group 3: Product Development and Sales Strategy - Zhuangzi Island is committed to upgrading its food offerings, focusing on the development of a series of marine prepared dishes under the "Zhuangzi Island Flavor" brand [3] - The company aims to enhance its online sales channels and brand influence, with plans to expand product categories and collaborate with platforms like JD.com and Douyin [3] Group 4: Capital Raising and Financial Strategy - The company plans to raise up to 522 million yuan through a private placement to supplement working capital and repay bank loans [4] - The issuance will not change the company's control, as the new major shareholder will be the parent company of the current controlling shareholder [4] - Post-issuance, the company's total assets and net assets are expected to increase, improving liquidity ratios and short-term debt repayment capacity [4]