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].

本报讯 （记者李昱丞）2026年2月2日，由广东省湛江市政府牵头组织的"广货行天下 湛品进星城"活动 在湖南省长沙市举行。活动现场，湛江国联水产开发股份有限公司（以下简称"国联水产"）旗下龙霸煲 虾、水煮汉虾、马蹄虾块、香酥黄金鱼条、风味烤鱼等系列产品悉数亮相。在本次招商推介会现场，湖 南文和友小龙虾有限公司等七家湖南企业与国联水产成功达成签约合作，销售总金额近五亿元。 （编辑 郭之宸） 与此同时，企业依托湛江现代化海洋牧场优势，联动本地科研资源，推动生态养殖与精深加工深度融 合，既助力湛江巩固海洋渔业产量和产值连续30年居全省首位的优势，也为区域海洋经济结构优化注入 动能。 业内人士认为，此次"广货行天下 湛品进星城"活动，并非简单的产品展示，也是国联水产全产业链实 力、产品创新能力的集中检阅，更是湛江水产产业转型成果与城市品牌魅力的立体呈现。当来自南海的 湛品走进长沙，不仅打通了产地与内陆市场的产销壁垒，更以美食为媒介，让更多人了解湛江海洋经济 的发展实力。 展望未来，国联水产方面称，公司将持续坚守链主担当，以2026年"保质量、保交付、保利润"行动纲领 为指引，深耕预制菜赛道，推进产品创新与品质升级，深 ...

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Core Viewpoint - The article highlights the performance forecast of various A-share listed companies, indicating a significant divergence in earnings growth across different sectors, driven by technological advancements, cost control, and industry cycles [4][62]. Group 1: Companies with Strong Earnings Growth - **New Yisheng (300502.SZ)**: Expected net profit of 9.4 billion to 9.9 billion, a year-on-year increase of 231.24% to 248.86%, driven by rising demand for high-speed optical modules due to global computing power investments [6]. - **Han's Laser (688256.SH)**: Expected net profit of 1.85 billion to 2.15 billion, turning from a loss of 0.452 billion in the previous year, benefiting from the increasing demand for AI computing power [8]. - **Zhongji Xuchuang (300308.SZ)**: Expected net profit of 9.8 billion to 11.8 billion, a year-on-year increase of 89.50% to 128.17%, supported by strong investment in computing infrastructure [10]. - **Runze Technology (300442.SZ)**: Expected net profit of 5 billion to 5.3 billion, a year-on-year increase of 179.28% to 196.03%, primarily due to non-recurring gains from public REITs issuance [12]. - **CITIC Securities (601995.SH)**: Expected net profit of 8.542 billion to 10.535 billion, a year-on-year increase of 50% to 85%, driven by steady growth in core business segments [15]. Group 2: Companies with Earnings Below Expectations - **Great Wall Motors (601633.SH)**: Expected net profit of 9.912 billion, a year-on-year decrease of 21.71%, impacted by increased marketing expenses and intense competition [34]. - **GAC Group (601238.SH)**: Expected net profit of -8 billion to -9 billion, turning from a profit of 0.824 billion in the previous year, due to fierce competition and adjustments in product structure [36]. - **GCL-Poly Energy (002506.SZ)**: Expected net profit of -0.89 billion to -1.29 billion, turning from a profit of 0.068 billion, affected by structural supply-demand issues in the photovoltaic industry [38]. - **Boli Tianheng (688506.SH)**: Expected net profit of -1.1 billion, turning from a profit of 3.708 billion, due to increased R&D expenses [39]. - **Daiyue City (000031.SZ)**: Expected net profit of -2.7 billion to -2.1 billion, continuing losses from the previous year, influenced by asset impairment provisions [42]. Group 3: Industry Trends - **Technological Breakthroughs**: Industries driven by technology, such as AI and innovative pharmaceuticals, are showing strong growth, with companies like New Yisheng and Rongchang Bio leading the way [62][63]. - **Cost Control**: The energy and manufacturing sectors are experiencing a clear divide, with companies like Datang Power benefiting from lower coal prices and effective cost management [64]. - **Downward Pressure from Industry Cycles**: The real estate, agriculture, and photovoltaic sectors are under significant pressure, with companies like Vanke and Tianbang Food facing substantial earnings declines [65][66].

郑向阳以粤菜"清鲜爽嫩"的风格，现场演绎了煎焗淡晒金鲳鱼、捞汁状元脆虾等经典菜式，最大限度保 留了海鲜的本味鲜甜。(完) 中新网湛江2月2日电 据广东省湛江市政府2日消息，湛江国联水产、广东恒兴集团等企业与湖南金领贸 易、湖南绿草地餐饮等12家企业于2日达成合作，签约金额达11亿元，助力粤湘两地深化协作、共促发 展。 （文章来源：中国新闻网） 湛江市政府介绍，集非遗展演、美食品鉴、产销对接、体育交流于一体的"湛品"溯江北上，"广货行天 下湛品进星城"活动2日在长沙举行。该活动由湛江市政府主办，是落实广东省委、省政府促进消费决策 部署的务实之举，旨在以"湛品"为纽带，搭建粤湘两地交流合作的桥梁，是"湛品"作为广货代表挺进华 中市场的重要一步，更是粤湘两地深化协作、共促发展的生动实践。 除了产业对接，体育成为续写两地情谊的新篇章。活动特别设置了湛江市足球协会与长沙市足球协会、 永州市足球协会互赠签名足球、球衣的环节。湛江足协此次与长沙、永州足协的互动，不仅是体育精神 的交流，更是粤湘两地文旅体产业融合的生动实践。 活动现场最引人注目的环节，当属南粤厨王、湛江名厨郑向阳与湘菜大师、湖南省餐饮行业协会副会长 黄惠明的 ...

证券之星消息，2月2日渔业板块较上一交易日下跌3.9%，国联水产领跌。当日上证指数报收于4015.75， 下跌2.48%。深证成指报收于13824.35，下跌2.69%。渔业板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002069 | 獐子岛 | -469.10万 | -4.16% | -548.77万 | -4.87% | 1017.86万 | 9.03% | | 600467 | 好当家 | -938.35万 | -3.93% | -161.86万 | -0.68% | 1100.21万 | 4.61% | | 600257 大湖股份 | | -1000.75万 | -5.03% | -501.87万 | -2.52% | 1502.62万 | 7.55% | | 600097 开创国际 | | -2362.27万 | -17.09% | 1331.55万 | 9.63% | 103 ...

格隆汇2月2日｜据国联水产消息，2月2日，由湛江市政府牵头组织的"广货行天下湛品进星城"活动在长 沙启幕，国联水产多款明星预制水产单品亮相。在本次活动招商推介会现场，湖南文和友小龙虾有限公 司等七家湖南企业客户与国联水产成功达成签约合作，销售总金额近五亿元。 ...

本报讯 （记者李昱丞）1月30日晚间，湛江国联水产开发股份有限公司（以下简称"国联水产"）发布 2025年年度业绩预告，受水产行业周期波动、核心产品价格低迷及战略转型调整等因素影响，公司2025 年全年归母净利润延续亏损态势。 业内人士分析，尽管业绩承压，但梳理过去一年表现来看，国联水产正处于转型关键期：通过国资基金 赋能、剥离非核心资产、聚焦预制菜主业等举措，业务结构持续优化；叠加水产预制菜行业标准化提 速、公司长期发展逻辑清晰。 公司方面表示，将持续集中资源深耕预制菜核心品类，推进产品创新与品质升级，强化大单品竞争力； 在巩固头部餐饮、一线商超渠道的基础上，重点下沉三四线城市市场，同时拓展海外新兴市场，优化双 循环销售格局；通过数字化、智能化手段赋能全运营环节，建设智能化加工工厂实现精细化品控，全链 路降本增效，同时加强应收账款与存货管理，提高资金使用效率，真正实现从规模增长向效益增长的转 变。 （编辑 张伟） 国资赋能方面，2025年7月，公司全资子公司广东国美水产食品有限公司获湛江市海洋壹号产业发展投 资基金（以下简称"海洋壹号基金"）战略增资，该资金专项用于产能优化升级、营销渠道拓展及流动资 金补充 ...

公告表示，本报告期公司出现亏损，主要系白对虾等主要水产品市场销售价格低迷,公司根据市场消费 趋势，调整产品生产工艺，生产成本提升，导致公司主要产品毛利率持续承压。公司部分存货周转较 慢，部分产品销售价格下跌，影响了计提存货跌价损失。 北京商报讯（记者 郭秀娟 王悦彤） 1月30日，国联水产发布公告称，预计2025年度归母净利润为-16亿 元至-13亿元。 ...