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 ...

Core Viewpoint - Guolian Aquatic Products announced an expected net profit loss for the fiscal year 2025, projecting a range between -1.6 billion yuan and -1.3 billion yuan due to market challenges in the shrimp sector and rising production costs [1] Group 1: Financial Performance - The company is facing losses primarily due to low market prices for key aquatic products, particularly white shrimp [1] - Adjustments in production processes to align with market consumption trends have led to increased production costs, further pressuring the gross profit margin of main products [1] - Slow turnover of certain inventories and declining sales prices have contributed to the need for inventory impairment losses [1]

Group 1 - Yuehongyuan A announced the transfer of 45% equity in Hongxi Mining for 22.37 million yuan, aiming to optimize its business and promote transformation, expecting a positive impact on financial results with an estimated gain of over 22 million yuan [2] - Wanhua Chemical plans to increase capital by 19.086 billion yuan to its wholly-owned subsidiary Wanhua Olefins, consolidating its carbon two industry operations to enhance competitiveness [3] - Huayou Cobalt signed a cooperation framework agreement to build an integrated battery industry chain project in Indonesia, aiming to establish the country as a production base for electric vehicle batteries [4] Group 2 - Gansu Energy reported that the first batch of wind turbines for its 1 million kW green electricity aggregation pilot project has been connected to the grid, contributing to over 10% of the company's expected installed capacity by the end of 2025 [5] - Lingyi Zhizao completed the acquisition of 35% equity in Liminda for 875 million yuan, gaining control over 52.78% of voting rights, making Liminda a subsidiary [6] - Tianqi Lithium's third-phase expansion project for chemical-grade lithium concentrate produced its first batch of qualified products, enhancing raw material supply for its lithium chemical production bases [7] Group 3 - Ecovacs expects a net profit of 1.7 billion to 1.8 billion yuan for 2025, a year-on-year increase of 110.90% to 123.30% due to product upgrades and cost optimization [9] - Cambrian anticipates a turnaround with a net profit of 1.85 billion to 2.15 billion yuan for 2025, a significant increase in revenue driven by operational improvements [10] - China Southern Airlines expects a net profit of 800 million to 1 billion yuan for 2025, recovering from a loss of 1.696 billion yuan in the previous year [11] Group 4 - Shandong Gold forecasts a net profit of 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% due to improved production efficiency and rising gold prices [16] - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan, driven by successful game launches and cost reductions [17] - CICC anticipates a net profit of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% due to strong performance in investment banking and wealth management [18] Group 5 - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, recovering from a loss of 76.64 million yuan, attributed to a major asset restructuring [19] - New Hope predicts a net loss of 1.5 billion to 1.8 billion yuan for 2025, down from a profit of 473.6 million yuan, impacted by fluctuations in the pig market [20] - 360 expects a net profit of 213 million to 318 million yuan for 2025, turning around from a loss, driven by increased investment income from equity method accounting [21]

Core Viewpoint - Guolian Aquatic Products has announced a forecast for its 2025 annual performance, predicting a net loss attributable to shareholders of between 1.3 billion yuan and 1.6 billion yuan, indicating ongoing financial challenges for the company [1] Financial Performance - The company expects a net profit loss of 1.3 billion yuan to 1.6 billion yuan for the year 2025, which includes a similar range for net profit after excluding non-recurring gains and losses [1] - The anticipated losses are attributed to a decline in market sales prices for key products such as white shrimp, leading to increased production costs and sustained pressure on gross margins [1] Operational Challenges - The company has adjusted its production processes in response to market consumption trends, which has contributed to rising production costs [1] - Slow turnover of certain inventories and declining sales prices for some products have negatively impacted the provision for inventory impairment losses [1]

Financial Performance Expectations - The company expects a net profit in the range of -160,000 to -130,000 thousand yuan for the fiscal year 2025, compared to a net profit of -74,245.49 thousand yuan in the same period last year[5] - The net profit after deducting non-recurring gains and losses is also projected to be between -160,000 and -130,000 thousand yuan, reflecting a significant decline from -75,892.32 thousand yuan in the previous year[5] Market Conditions and Challenges - The primary reason for the expected loss is the sluggish market prices for key seafood products, particularly white shrimp, which has pressured the gross profit margin[7] - The company has adjusted its production processes in response to market consumption trends, leading to increased production costs[7] - Some inventory turnover has been slow, and declining sales prices for certain products have impacted the provision for inventory impairment losses[7] Financial Reporting and Investor Guidance - The financial data presented is a preliminary estimate by the company's finance department and has not been audited by an external accounting firm[6] - The specific financial data for the fiscal year 2025 will be detailed in the company's annual report[8] - Investors are advised to make cautious decisions and be aware of investment risks[9]

Group 1 - The fishing sector increased by 1.47% on January 29, with Guolian Aquatic leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the fishing sector showed varied performance, with Guolian Aquatic closing at 3.87, up 4.03%, and Kaichuang International closing at 11.85, down 0.59% [1] Group 2 - The fishing sector saw a net inflow of 79.99 million yuan from main funds, while retail investors experienced a net outflow of 75.18 million yuan [1] - Detailed fund flow data indicates that Dahu Co. had a main fund net outflow of 48.09 million yuan, while Guolian Aquatic had a net inflow of 37.86 million yuan [2] - The overall trend shows that while main funds were net buyers in some stocks, retail investors were predominantly net sellers across the sector [2]

Group 1 - The fishing sector increased by 0.41% on January 28, with Dahu Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Key stocks in the fishing sector showed varied performance, with Dahu Co. closing at 7.27, up 0.83%, and other notable stocks including Zangzi Island and Haodangjia [1] Group 2 - The net inflow of main funds in the fishing sector was 8.70 million yuan, while retail investors saw a net outflow of 22.39 million yuan [1] - Dahu Co. had a main fund net inflow of 14.23 million yuan, representing 11.10% of its trading volume, while retail investors had a significant outflow of 26.78 million yuan [2] - Zangzi Island experienced a net inflow of 4.25 million yuan from main funds, but a net outflow of 0.52 million yuan from retail investors [2]

Group 1 - The fishing sector experienced a decline of 1.82% on January 27, with Guolian Aquatic Products leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] - Key stocks in the fishing sector showed varied performance, with Dahu Co. down 0.96% to 7.21, and Zhanzi Island down 2.36% to 3.73 [1] Group 2 - The main funds in the fishing sector saw a net outflow of 68.83 million yuan, while retail investors had a net inflow of 62.37 million yuan [1] - Detailed fund flow data indicates that Zhanzi Island had a net outflow of 3.625 million yuan from main funds, but a net inflow of 3.7339 million yuan from retail investors [2] - Guolian Aquatic Products experienced a significant net outflow of 26.3815 million yuan from main funds, with a retail net inflow of 25.329 million yuan [2]

Core Viewpoint - The fishery sector experienced a decline of 2.2% on January 26, with major stocks like Dahu Co. leading the drop, while the overall market indices also saw slight decreases [1] Group 1: Market Performance - On January 26, the Shanghai Composite Index closed at 4132.61, down 0.09%, and the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - The fishery sector stocks showed varied performance, with Dahu Co. falling by 4.46% to a closing price of 7.28 [1] Group 2: Stock Performance Details - The following stocks in the fishery sector reported their closing prices and percentage changes: - Zhanzi Island: 3.82, -1.04% - Haodangjia: 2.66, -1.12% - Kaichuang International: 12.12, -1.14% - Guolian Aquatic: 3.82, -2.05% - Zhongshui Fishery: 10.61, -2.93% - Dahu Co.: 7.28, -4.46% [1] Group 3: Capital Flow Analysis - The fishery sector saw a net outflow of 120 million yuan from main funds, while retail investors contributed a net inflow of 1.03 billion yuan [1] - The following table summarizes the capital flow for individual stocks: - Zhanzi Island: Main net inflow of 805,100 yuan, retail net inflow of 897,400 yuan - Zhongshui Fishery: Main net outflow of 19.88 million yuan, retail net inflow of 18.22 million yuan - Kaichuang International: Main net outflow of 20.77 million yuan, retail net inflow of 16.01 million yuan - Haodangjia: Main net outflow of 21.41 million yuan, retail net inflow of 14.05 million yuan - Guolian Aquatic: Main net outflow of 29.22 million yuan, retail net inflow of 25.56 million yuan - Dahu Co.: Main net outflow of 29.80 million yuan, retail net inflow of 28.50 million yuan [2]