Group 1 - The stock of Guolian Aquatic triggered trading information due to significant price fluctuations on July 2, with notable buying activity from various trading desks [1] - The top buying seat was from Guotai Junan Securities Chengdu North First Ring Road branch, amounting to 54.56 million yuan, associated with the well-known speculative group "Chengdu Gang" [1] - Other significant buying desks included Yichang Yangtze River Avenue branch at 52.74 million yuan and Huaxin Securities Shanghai branch at 16.86 million yuan, indicating a diverse buying interest [1] Group 2 - The selling side showed a mix of institutional and speculative funds, with two institutional desks collectively selling 26.91 million yuan [1] - The second-largest selling desk was from Aijian Securities Nanchang Honggu Middle Road branch, selling 13.64 million yuan, marking its first appearance on the stock's trading leaderboard in three months [1] - The stock has been listed once in the past month, with significant price volatility observed, reflecting a regional speculative fund interaction on the buy side and institutional funds exiting on the sell side [2]

Market Overview - The Shanghai Composite Index fell by 0.09% on July 2, with 15 out of the 28 sectors rising, led by steel and coal industries, which increased by 3.37% and 1.99% respectively [1] - The agriculture, forestry, animal husbandry, and fishery sector rose by 0.84% [1] - The electronic and communication sectors experienced the largest declines, with drops of 2.01% and 1.96% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 35.89 billion yuan, with 9 sectors seeing net inflows [1] - The power equipment sector had the highest net inflow, amounting to 3.29 billion yuan, while the steel sector saw a net inflow of 955 million yuan [1] - The electronic sector faced the largest net outflow, totaling 12.08 billion yuan, followed by the computer sector with a net outflow of 6.01 billion yuan [1] Agriculture, Forestry, Animal Husbandry, and Fishery Sector - This sector saw a net inflow of 923 million yuan, with 71 out of 103 stocks rising, including 7 hitting the daily limit [2] - The top stocks by net inflow included Guolian Aquatic Products with 230 million yuan, followed by Baolingbao and Muyuan Foods with 113 million yuan and 106 million yuan respectively [2] - The sector also had 8 stocks with net outflows exceeding 10 million yuan, led by Xianfeng Holdings, which saw a net outflow of 49.16 million yuan [2][3] Top Gainers in Agriculture, Forestry, Animal Husbandry, and Fishery Sector - Guolian Aquatic Products: +20.11%, 3.31% turnover, 230.32 million yuan inflow [2] - Baolingbao: +10.00%, 7.94% turnover, 112.74 million yuan inflow [2] - Muyuan Foods: +1.38%, 0.86% turnover, 105.66 million yuan inflow [2] Top Losers in Agriculture, Forestry, Animal Husbandry, and Fishery Sector - Xianfeng Holdings: -6.50%, 8.87% turnover, -49.16 million yuan outflow [3] - Biological Shares: 0.00%, 2.47% turnover, -17.44 million yuan outflow [3] - Hainan Rubber: +1.46%, 0.84% turnover, -15.63 million yuan outflow [3]

Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]

Core Viewpoint - The marine economy sector is experiencing significant growth, driven by strong performance in sub-sectors such as deep-sea technology and marine engineering equipment, with several stocks reaching their daily limit up [1][2]. Group 1: Marine Economy Sector Performance - As of July 2, marine economy concept stocks are on the rise, with companies like Deepwater Haina and Daye Intelligent hitting a 20% limit up, and others like Juyi Sogou and Shenkai Co. also reaching their daily limit up [1]. - Multiple stocks, including Guolian Aquatic Products and Zhongke Haixun, have seen increases of over 10% [1]. Group 2: Policy Support for Marine Economy - The Central Financial Committee's sixth meeting emphasized the need for high-quality development of the marine economy, advocating for enhanced top-level design and increased policy support [2]. - There is a call to improve independent innovation capabilities in marine technology and to cultivate leading marine technology enterprises and specialized small and medium-sized enterprises [2]. - The meeting highlighted the importance of developing offshore wind power, modern deep-sea fishing, marine biomedicine, and marine cultural tourism, as well as promoting high-quality development in the shipping industry [2]. - It also stressed the need for research on bay economic development planning and the optimization of coastal port clusters [2]. - Environmental protection measures are to be strengthened, including comprehensive management of key sea areas and exploration of marine carbon accounting [2]. - The importance of participating in global marine governance and enhancing global marine scientific research and blue economy cooperation was also noted [2].

Group 1 - The marine economy concept stocks are experiencing a strong upward trend, leading to a significant rise in the aquaculture sector [1] - Zhongshui Fishery and Kaichuang International both reached the daily limit increase, indicating strong market interest [1] - Guolian Aquatic Products rose over 10%, with other companies like Haodangjia, Zhangzidao, Dahu Co., and Jinhai Biological also seeing gains [1]

关于为子公司提供担保额度的进展公告 证券代码：300094 证券简称：国联水产 公告编号：2025-034 湛江国联水产开发股份有限公司 公司及其子公司不存在逾期对外担保或涉及诉讼的对外担保及因担保被判 决败诉而应承担损失金额的情形。 一、担保事项的审批与进展情况 湛江国联水产开发股份有限公司（以下简称"公司"）为满足子公司业务发展 的需要，分别于 2025 年 4 月 28 日、2025 年 5 月 22 日召开了公司第六届董事会 第十二次会议和公司 2024 年年度股东大会，审议通过了《关于 2025 年度公司对 子公司担保额度预计的议案》，同意公司及公司子公司：为公司全资子公司湛江 国联饲料有限公司（以下简称"国联饲料"）向金融机构申请综合授信额度提供 不超过 12,000 万元（含 12,000 万元）的担保额度；为公司全资子公司国联(益 阳)小龙虾种繁生物技术有限公司（以下简称"小龙虾种繁"）向金融机构申请综 合授信额度提供不超过 1,000 万元（含 1,000 万元）的担保额度。担保的方式包 括但不限于保证、抵押、质押等，具体担保条款包括但不限于担保金额、担保期 限、担保方式等，公司股东大会授权 ...

关于控股股东部分股份解除质押的公告 证券代码：300094 证券简称：国联水产 公告编号：2025-033 湛江国联水产开发股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | 股东名称 | 持股数量 | 持股比例 | 累计被质押数量 | 占其所持 | 占公司总 | 已质押股份情况 | | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 股份比例 | 股本比例 | 已质押股份限售 占已质押股份比 | | | 未质押股份限售 | 占未质押 | | | | | | | | 和冻结合计数量 例 | | | 和冻结合计数量 | 股份比例 | | 新余国通投资 管理有限公司 | 157,901,642 | 14.00% | 94,000,000 | 59.53% | 8.33% | | 0 | 0 | 0 | 0 | | 冠联国际投 ...

Core Insights - The Guangdong International Aquatic Products Expo showcased Guolian Aquatic Products Co., Ltd. as a highlight, introducing innovative dishes such as tilapia burgers and cream black truffle fish fillets, demonstrating the company's leadership in industry innovation [1] - The expo featured over 300 exhibitors and 4,000 buyers from various countries, including Ecuador, Vietnam, Malaysia, India, and Venezuela, discussing the future of the aquatic industry [1] - Guolian's tilapia series dishes attracted significant attention, aligning with the national call for "export to domestic sales," shifting tilapia from an export-driven market to a focus on domestic demand [1] Company Developments - Guolian Aquatic Products has been deeply involved in the industry for 24 years, leveraging a 5G smart factory and a fully traceable system to maintain its leading position in China's shrimp industry [2] - The company aims to establish a high-quality development model for the aquatic industry, promoting the "blue granary" strategy and enhancing its domestic sales strategy [2] - Guolian plans to accelerate the industrialization of new products, including shrimp, crayfish, and tilapia series, targeting various consumption scenarios such as family dining, fast food chains, and new retail [2]

Core Viewpoint - The establishment of the "Yuegui Cooperation Support Workshop" by Zhanjiang Guolian Aquatic Products Co., Ltd. in Wuchuan City represents a significant step in promoting regional collaboration and enhancing employment opportunities in the Guangxi region [2][4][21]. Group 1: Workshop Establishment and Purpose - The "Yuegui Cooperation Support Workshop" aims to implement the East-West cooperation strategy, deepen industrial collaboration, and consolidate poverty alleviation achievements [5][21]. - The workshop connects Guangdong's industrial advantages with the employment needs of the people in Sanjiang, marking a shift from "blood transfusion" to "blood production" in regional cooperation [6][21]. Group 2: Economic Impact and Employment - The workshop is expected to directly drive stable employment for the labor force in Sanjiang, paving the way for income generation for the local community [7][21]. - Guolian Aquatic Products plans to prioritize the procurement of high-quality local agricultural products from Sanjiang for deep processing, creating a virtuous cycle of "industry driving employment, and employment promoting industry" [15][16]. Group 3: Training and Development - Since the partnership between Wuchuan and Sanjiang began, Guolian Aquatic Products has organized recruitment events, resulting in nearly 100 Sanjiang workers employed by the company [18][20]. - The company will continue to offer around 100 job positions for Sanjiang workers this year, utilizing a "skills training + job practice" model to cultivate a new generation of skilled workers [19][20]. Group 4: Future Collaboration - The launch of the workshop signifies a transition from "government-led" to "market-driven" cooperation between the two regions [22][21]. - Future plans include expanding cooperation in industrial connections, talent exchange, and consumer support, transforming more "support workshops" into "revitalization workshops" and "wealth workshops" to boost rural revitalization in Sanjiang [23][24].

2024 年年度股东大会决议公告 1、会议召开情况 证券代码：300094 证券简称：国联水产 公告编号：2025-032 湛江国联水产开发股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更前次股东大会决议。 3、本次股东大会采用现场投票与网络投票相结合的方式表决。 一、会议召开与出席情况 （1）会议召集人：公司董事会 （2）会议主持人：董事长李忠先生 （3）会议时间： 现场会议时间： 2025年5月22日（星期四）下午 3:00； 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025年5月22日9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025年5月22日上 午9:15 至下午15:00 的任意时间。 （4）现场会议召开地点： 广东省湛江吴川市黄坡镇（吴川）华昱产业转移工业园工业大道6号公司一 号会议厅。 （5）召开方式： 现场召开与网络投票相 ...