格隆汇12月15日丨百洋股份(002696.SZ)在投资者互动平台表示，公司生产的国产优质鱼粉聚焦饲料原 料领域核心需求，目前主力产品蛋白含量规格为65%和67%。 ...

（编辑 丛可心） 证券日报网讯 12月10日晚间，百洋股份发布公告称，公司副总经理杨思华拟于2026年1月6日至4月3日 期间，以集中竞价方式减持不超过246000股，约占剔除回购专用账户股份后公司总股本的0.07%。 ...

Core Insights - The company Baiyang Co., Ltd. announced a share reduction plan by Vice President Yang Sihua, intending to sell up to 246,000 shares, representing 0.07% of the total share capital after excluding the repurchase account, with an estimated cash-out of approximately 1.717 million yuan based on the closing price of 6.98 yuan per share on December 10 [1] Industry Background - The reduction occurs as the seafood industry transitions from rapid expansion to a new phase characterized by low growth, low investment, and a focus on stability [1] Financial Performance - Baiyang Co., Ltd. reported a revenue of 2.952 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 38.77%, while the net profit attributable to shareholders surged by 218.12% to 36.128 million yuan [1] - The company anticipates strategic adjustments and operational optimizations starting in the second half of 2024, with positive outcomes already visible in the food processing export business and a recovery in feed sales [1] Government Support - The company received substantial government subsidies during the reporting period, further supporting its performance improvement [1] Operational Challenges - There is a notable divergence between cash flow and profit, with a net cash flow from operating activities of -406 million yuan contrasting sharply with the net profit of 36.128 million yuan, influenced by long export settlement cycles and prepayments for raw materials [2] - The company faces overseas policy risks, including a tax policy adjustment in Mauritania that resulted in a tax payment and late fees of 3.2132 million yuan, impacting net profit by approximately 1.86 million yuan [2] - The company's diversification efforts have not yet yielded results, and it remains disconnected from industry trends towards high-value areas such as prepared foods and functional proteins [2]

Core Viewpoint - The company Baiyang Co., Ltd. is undergoing a significant transition in the seafood industry, moving from a phase of rapid expansion to one characterized by low growth and stability, as evidenced by the recent share reduction plan by Vice President Yang Sihua [1][3]. Company Performance - Baiyang Co., Ltd. reported a revenue of 2.952 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 38.77% [1][3]. - The net profit attributable to shareholders reached 36.128 million yuan, a remarkable year-on-year surge of 218.12% [1][3]. Strategic Adjustments - The company plans to adjust its strategic direction and optimize its operational strategies starting in the second half of 2024, with positive results already beginning to show [1][3]. - The food processing export business continues to grow, with a steady increase in export volume and a corresponding rise in net profit [1][3]. Industry Context - The seafood industry is transitioning from high-speed expansion to a phase focused on low growth, low investment, and stability [1][3]. Financial Concerns - There is a notable divergence between cash flow and profit, with a net cash flow from operating activities of -406 million yuan for the first three quarters of 2025, contrasting sharply with the net profit of 36.128 million yuan [2][4]. - This cash flow issue is attributed to the long export settlement cycles typical in the seafood processing industry and the company's advance payments for raw material procurement [2][4]. Policy Risks - Recent changes in agricultural tax policies in countries like Mauritania and Ecuador have posed risks, with the company’s subsidiary needing to pay back taxes and penalties amounting to 3.2132 million yuan, impacting net profit by approximately 1.86 million yuan [2][4]. Business Structure - The company’s diversification efforts have not yet yielded results, and it remains disconnected from industry trends where leading firms are moving towards high-value areas such as prepared foods and functional proteins [2][4].

截至发稿，百洋股份市值为24亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 曾健辉） 每经AI快讯，百洋股份（SZ 002696，收盘价：6.98元）12月10日晚间发布公告称，百洋产业投资集团 股份有限公司副总经理杨思华先生持有公司股份约146万股（约占剔除回购专用账户股份后公司总股本 的0.42%），计划自本公告披露之日起15个交易日后的3个月内，以集中竞价交易方式减持公司股份累 计不超过约25万股（约占剔除回购专用账户股份后公司总股本的0.07%）。 2025年1至6月份，百洋股份的营业收入构成为：食品加工占比50.9%，饲料制造占比46.22%，其他行业 占比2.88%。 ...

证券代码：002696 证券简称：百洋股份 公告编号：2025-062 百洋产业投资集团股份有限公司 关于高级管理人员减持股份的预披露公告 公司副总经理杨思华先生保证向本公司提供的信息内容真实、准确和完整， 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： 百洋产业投资集团股份有限公司（以下简称"公司"）副总经理杨思华先生 持有公司股份 1,464,477 股（约占剔除回购专用账户股份后公司总股本的 0.42%），计划自本公告披露之日起 15 个交易日后的 3 个月内，以集中竞价交易 方式减持公司股份累计不超过 246,000 股（约占剔除回购专用账户股份后公司总 股本的 0.07%）。 二、本次减持计划的主要内容 （一）减持计划的具体安排 1.减持原因：个人资金需求； 2.减持股份来源：公司首次公开发行前已发行的股份及上市 后资本公积金转增股本取得的股份； 3.减持股份数量及比例：计划减持公司股份不超过 246,000 股，不超过剔除回购专用账户股份后公司总股本的 0.07%（本次 减持股份数量不超过其所持公司股份总数的 25%）； 4. ...

百洋股份公告，公司副总经理杨思华计划自公告披露之日起15个交易日后的3个月内，以集中竞价交易 方式减持公司股份累计不超过24.6万股，占剔除回购专用账户股份后公司总股本的0.07%。截至公告 日，杨思华持有公司股份146.45万股，占剔除回购专用账户股份后公司总股本的0.42%。减持原因系个 人资金需求，减持价格将视减持实施时公司股票二级市场价格确定。 ...

证券代码：002696 证券简称：百洋股份 公告编号：2025-061 百洋产业投资集团股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 本次担保包括百洋产业投资集团股份有限公司为资产负债率超过 70%的全 资子公司海南百洋饲料有限公司提供连带责任保证担保，公司对其在经营管理、 财务、投资、融资等方面均能有效控制，财务风险处于公司有效的控制范围内， 敬请投资者充分关注担保风险。 一、担保情况概述 百洋产业投资集团股份有限公司（以下简称"公司"、"上市 公司"）于 2025 年 4 月 24 日、2025 年 5 月 20 日召开了第六届 董事会第十六次会议、2024 年年度股东大会，审议通过了《关 于 2025 年为全资及控股子公司提供担保额度预计的议案》。为了 有序开展融资业务、满足子公司日常经营需求，根据生产经营和 项目建设的需要，公司和全资或控股子公司拟为合并报表范围内 全资或控股子公司的融资和日常经营所需事项提供连带责任担 保，担保总额度不超过 54,400 万元。其中,对资产负债率低于 70 ...

Core Viewpoint - Baiyang Co., Ltd. (002696.SZ) announced that its subsidiary, Risheng Ocean, received a tax collection notice from the Mauritanian tax authority, requiring the payment of various taxes totaling 171.56 million yuan for corporate income tax, 34.90 million yuan for personal income tax, and 75.37 million yuan for withholding tax on foreign non-residents, along with a late fee of 39.49 million yuan, all of which have been paid as of the announcement date, with no penalties imposed by the tax authority [1] Tax Obligations - Risheng Ocean is required to pay a total of 171.56 million yuan in corporate income tax for the year 2023 [1] - The company also needs to pay 34.90 million yuan for personal income tax related to labor services [1] - An additional 75.37 million yuan is owed for withholding tax on foreign non-residents [1] - A late fee of 39.49 million yuan has been assessed and paid [1] Compliance Status - As of the announcement date, the company has fully complied with the tax payment requirements [1] - The tax authority has not imposed any penalties related to this matter [1]

证券代码：002696 证券简称：百洋股份 公告编号：2025-059 百洋产业投资集团股份有限公司 近日公司控股子公司日昇海洋收到毛里塔尼亚伊斯兰共和 国税务总局的《催缴通知单》（2025 年第 1056 号），经税务部 门核查，日昇海洋应补缴 2023 年度企业所得税 171.56 万元、垫 付劳务公司个人所得税 34.90 万元、代扣代缴国外非居民所得税 75.37 万元，并按规定缴纳滞纳金 39.49 万元。 截至本公告披露日，公司已按要求将上述税款及滞纳金缴纳 完毕，主管税务部门未对该事项给予处罚。 二、对公司的影响及风险提示 经公司核查，本次补缴企业所得税是因为毛里塔尼亚当地政 府在当年汇算清缴后调整税收政策所致，不适用《企业会计准则 1 第 28 号--会计政策、会计估计变更和差错更正》，作为法规强 制事项计入本年损益；垫付的个人所得税和代扣代缴国外非居民 所得税将向相关方进行追偿，不计入公司损益；缴纳滞纳金作为 非经常性事项，计入本年损益。以上事项预计将影响公司 2025 年度归属于上市公司股东的净利润 185.72 万元，具体会计处理 结果及影响金额以年审会计师审计后的数据为准。 公司管理层 ...