Group 1: Financial Performance - In the first half of 2019, the domestic market for marine food processing achieved revenue of approximately 1.1 billion yuan, representing a year-on-year growth of about 68% [2] - The Western fast food business successfully replicated its model, achieving sales revenue of 72.39 million yuan, an increase of 84% compared to last year [3] - Revenue from Yonghui Supermarket reached approximately 51.61 million yuan, with a year-on-year growth of 1988% [4] Group 2: Strategic Partnerships - Yonghui Supermarket, a leading modern retail enterprise, has become the second-largest shareholder of the company, facilitating ongoing collaboration [3] - In 2018, sales through Yonghui Supermarket amounted to 51.37 million yuan, with continued strategic discussions in 2019 [3] Group 3: Business Focus and Market Strategy - The company positions itself as a comprehensive seafood provider centered on shrimp products, with seedling and feed businesses contributing less than 5% of total revenue [4] - The company emphasizes expanding its domestic market and has adopted a full-channel coverage and channel sinking strategy to enhance service to restaurant clients [4] Group 4: Technological Advancements - The new intelligent factory's design capacity exceeds the old factory by 20,000 tons, with a focus on high-value-added deep-processing products [5] - The implementation of intelligent automation systems is expected to significantly improve production efficiency and product quality stability [5] Group 5: Currency Impact and Profitability - The company's export business is primarily settled in USD, making the depreciation of the RMB beneficial for exports, while the impact of currency fluctuations is generally minimal [5] - The company aims to enhance its ROE by optimizing product structure and exploring innovative business models, such as the "joint venture + light asset" model in the monitoring of the crayfish project [6]

编号：2019-05 证券代码：300094 证券简称：国联水产 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|----------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 调研人员和时间 | 2019 年 11 月 15 | 日，国盛证券 孟维肖 | | 地点 | 智能化新工厂 | | | 上市公司接待人 | | 董事会秘书张勇、证券事务代表陈永文 | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： | | 主要内容介绍 | 1 、公司重点市场国内市场情况？ | | | | 回复： 2019 | 年上半年，公司国内水产品业务收入实现大幅 ...

编号：2019-03 1 证券代码：300094 证券简称：国联水产 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------|----------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 调研人员和时间 | 2019 年 10 月 15 基金 张炜舜 | 日，国泰君安证券 钟凯锋、鲁家瑞，中庚 | | | | | | 地点 上市公司接待人 | 智能化新工厂 | 董事会秘书张勇、证券事务代表陈永文 | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： | | 主要内容介绍 | 1 、公司重点市场国内市场情况？ | | | ...

证券代码：300094 证券简称：国联水产 编号：2017-06 1 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------|------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 参与单位名称及 | 润兴融资租赁有限公司 张小岭 | | | 人员姓名 | | | | 时间 | 2017 年 12 月 12-14 | 日 | | 地点 | 公司总部、南三基地 | | | 上市公司接待人 | | 董事、副总经理吴丽青、投资总监温小宝 | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： | | 主要内容介绍 | 1 、公司的战略布局怎么样？ | | ...

编号：2017-05 1 证券代码：300094 证券简称：国联水产 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------------|--------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 参与单位名称及 | 方正证券研究所农业研究员 杨天明 | | | 人员姓名 | | | | 时间 | 2017 年 12 月 4-5 | 日 | | 地点 | 湛江南三基地 | | | 上市公司接待人 | 董事会秘书易绚雯女士 | | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： | | 主要内容介绍 | 1 、南美白对虾现在的供应情况？ | | | | | 回答 ...

Group 1: International Business Development - The company experienced explosive growth in export sales this year, attributed to the introduction of a US sales team in October last year, which increased sales to mainstream supermarkets and restaurant clients [2] - The company is confident in future sales growth in overseas markets [3] Group 2: Domestic Business Performance - Domestic sales in the catering and C-end e-commerce sectors have maintained rapid growth, with expectations for continued high-speed growth in e-commerce, catering, and new retail businesses next year [3] - The domestic market is transitioning from "bad money driving out good" to "good money driving out bad," presenting opportunities for large and formal enterprises [4] Group 3: Market Size and Industry Insights - The South American white shrimp market in China has a market size of over 100 billion, while the small lobster market is also at a 100 billion level [3] - The company’s products, primarily shrimp, account for over 80% of its offerings, indicating a broad future development prospect in the shrimp industry [4] Group 4: Automation and Production Projects - The industry can undergo automation transformation, but many processes require technological improvements; the company aims to implement automation in all feasible areas [3] - The second phase of the company's factory farming project is expected to be completed in January next year, focusing on a comprehensive system that includes seedling breeding, feed formulation, and animal nutrition [4] Group 5: Opportunities in Domestic Sales - The new Food Safety Law has led to increased quality demands from large restaurant chains, benefiting the company’s strengths in product development, quality control, and supply chain management [5] - The VAT reform policy allows catering businesses to deduct input VAT from output VAT, encouraging them to prioritize regular channels for purchasing ingredients, which benefits the company [5]

证券代码：300094 证券简称：国联水产 编号：2017-07 1 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------|-----------------------------------------------------------| | | □ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | ■ 其他 （ 天风证券 | 2018 年度策略会 ） | | 参与单位名称及 | | 天风证券魏振亚、嘉实基金朱子君、拾贝投资欧阳婧、青岛 | | 人员姓名 | 国信金融海洋产业基金曲伟等 | | | 时间 | 2017 年 12 月 14 日 | | | 地点 | 北京威斯汀酒店 | | | 上市公司接待人 | 董事会秘书易绚雯女士 | | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： ...

Group 1: Business Collaboration - The company has established a strong partnership with Yonghui Supermarket, which is a leading modern retail enterprise in fresh products, enhancing both parties' strategic cooperation [2][3] - In 2018, the company achieved significant sales through Yonghui Supermarket, indicating a deepening collaboration [3] Group 2: Impact of Currency Fluctuations - The company's export business is primarily settled in USD, making the depreciation of RMB beneficial for exports, while the impact of currency fluctuations on overall business is minimal [3] Group 3: Industrialized Aquaculture Progress - The company is advancing its industrialized shrimp farming project, focusing on integrating physical technology, information technology, and aquatic biology technology to optimize existing farming models [4] - Talent acquisition in key areas such as aquatic technology and biosecurity is being prioritized to support project implementation [4] Group 4: Domestic Market Opportunities - The domestic market is shifting towards higher quality products, creating opportunities for leading enterprises as consumer demand for seafood increases [4] - The new Food Safety Law raises quality standards for food products, benefiting companies with strong R&D and supply chain management capabilities [4] Group 5: Enhancing ROE - The company aims to improve its Return on Equity (ROE) through enhanced profitability from the new intelligent factory and optimized product structure, particularly in deep-processing and small-pack products [5] - Innovative business models, such as joint ventures and asset-light strategies, are being explored to leverage technological and market advantages [5]

编号：2018-02 证券代码：300094 证券简称：国联水产 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 参与单位名称及 | | 天风证券吴立、魏振亚；博时基金王诗瑶；长城证券彭宇 | | 人员姓名 | 资陈丽丽；广发证券林坤毅 | 辉；中信保诚俞仁钦；国海富兰克林基金赵钦；上海恒复投 | | 时间 | 2018 年 6 月 20 日 | | | 地点 | 公司总部、工厂化养殖基地 | | | 上市公司接待人 | | 董事长李忠、董事、副总经理吴丽青、董秘易绚雯、证代陈 | | 员姓名 | 永文 | | | 投资者关系活动 ...

编号：2018-01 1 证券代码：300094 证券简称：国联水产 湛江国联水产开发股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------|------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （） | | | 参与单位名称及 | 招商证券研究员 陈晗 | | | 人员姓名 | | | | 时间 | 2018 年 5 月 25 日 | | | 地点 | 公司总部、工厂化养殖基地 | | | 上市公司接待人 | 董事、副总经理吴丽青、证代陈永文 | | | 员姓名 | | | | 投资者关系活动 | | 就公司经营情况进行了交流，主要内容如下： | | 主要内容介绍 | 1 、公司的战略布局怎么样？ | | | | | 回 ...