证券之星消息，8月28日渔业板块较上一交易日下跌2.07%，国联水产领跌。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。渔业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002069 | 獐子鸟 | 4.32 | 0.47% | 12.12万 | 5193.92万 | | 600467 | 好当家 | 2.39 | -0.42% | 58.41万 | 1.40 Z | | 600097 | 开创国际 | 11.14 | -0.54% | 6.75万 | 7478.29万 | | 000798 | 中水渔业 | 8.04 | -1.11% | 9.59万 | 7662.93万 | | 600257 | 大湖股份 | 5.46 | -1.62% | 23.37万 | 1.28亿 | | 300094 | 国联水产 | 3.74 | -6.97% | 170.77万 | 6.35 亿 | 从资金流向上来看，当日渔业板块主力资金 ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Guolian Aquatic Products, indicating a significant decline in revenue and net profit for the first half of 2025 [2] - As of August 27, Guolian Aquatic Products experienced a 3.60% drop in stock price, with a trading volume of 336 million yuan and a net financing purchase of 5.87 million yuan [1] - The company has a financing balance of 279 million yuan, which accounts for 6.15% of its market capitalization, indicating a high level of financing activity compared to the past year [1] Group 2 - For the first half of 2025, Guolian Aquatic Products reported an operating income of 1.65 billion yuan, a year-on-year decrease of 18.36%, and a net profit attributable to shareholders of -540 million yuan, a significant decline of 3180.50% [2] - The company has not distributed any dividends in the past three years, with a total payout of 81.25 million yuan since its A-share listing [3] - As of June 30, 2025, the number of shareholders decreased by 3.98% to 56,800, while the average circulating shares per person increased by 4.14% to 19,461 shares [2]

Group 1 - The core viewpoint of the article highlights that Guolian Aquatic Products (300094.SZ) reported a significant decline in revenue and incurred substantial losses in the first half of 2025 [1] Group 2 - The company's operating revenue for the first half of 2025 was 1.651 billion yuan, representing a year-on-year decrease of 18.36% [1] - The net loss attributable to shareholders of the listed company was 540 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 551 million yuan [1] - The basic loss per share was 0.479 yuan [1]

Core Viewpoint - Guolian Aquatic's performance in the first half of 2025 reflects significant challenges due to international tariff policies, domestic consumption weakness, and low shrimp prices, but the company is actively responding through strategic adjustments and refined management [1][2][3] Financial Performance - In the first half of 2025, the company reported revenue of 1.651 billion yuan and a net loss attributable to shareholders of 540 million yuan [1] - The international marketing business saw revenue and profit growth exceeding 50%, driven by successful market expansion in Eastern Europe and South Korea [1] Strategic Initiatives - The strategic investment from Zhanjiang Ocean No.1 Industry Development Investment Fund is a significant milestone, enhancing the company's risk resilience and long-term competitiveness through state-owned capital support [2] - A partnership with Yum China was established to shift the focus of previously exported high-quality tilapia products to the domestic market, providing strong order certainty for future performance recovery [2] Market Position and Future Outlook - The company is focusing on high-growth sectors such as the domestic market and marine food, while also expanding into emerging markets along the Belt and Road Initiative, aiming for a diversified market structure and sustainable growth [3] - Despite short-term performance fluctuations, the company is positioned to benefit from industry recovery as a leading player in the marine economy, with strong international market growth and refined production operations [3]

国联水产8月27日披露半年报，公司上半年实现营业收入16.51亿元，同比下降18.36%；归属于上市公司 股东的净利润亏损5.4亿元，上年同期净利润1754.06万元；基本每股收益-0.479元。 ...

上市公司 2025 半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：湛江国联水产开发股份有限公司 金额单位：人民币万元 公司负责人： 主管会计工作的负责人： 会计机构负责人： | 非经营性资 | | 占用方与上市公司的 | 上市公司 | 年初占 2025 | 2025 年半年度度占 | 2025 年半年度占 | 2025 年半年 | 2025 年半 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 金占用 | 资金占用方名称 | 关联关系 | 核算的会 | 用资金余额 | 用累计发生金额 | 用资金的利息 | 度偿还累计 | 年度末占用 | 原因 | 占用性质 | | | | | 计科目 | | （不含利息） | （如有） | 发生额 | 资金余额 | | | | 总 计 | —— | —— | —— | | | | | | —— | —— | | | | | 上市公司 | | 2025 年半年度度占 | 2025 年半年度占 | 2025 年半年 | 2025 年半 | | 往来性质 ...

关于 2025 年半年度募集资金存放与实际使用情况的专项报告 （一）实际募集资金情况 经中国证券监督管理委员会出具《关于同意湛江国联水产开发股份有限公司向特定对象 发行股票注册的批复》（证监许可〔2022〕1826 号）的核准，湛江国联水产开发股份有限公 司向 15 名特定对象发行人民币普通股股票共计 221,238,938 股，发行价格为人民币 4.52 元/ 股，募集资金总额为人民币 999,999,999.76 元，扣除承销费和保荐费等与发行相关的费用（不 含增值税）人民币 18,331,074.47 元后，实际到位的募集资金净额为人民币 981,668,925.29 元。2022 年 11 月 25 日，中审众环会计师事务所（特殊普通合伙）对本次向特定对象发行 股票募集的资金到位情况进行审验并出具了《验资报告》（众环验字（2022）0510032 号）。 （二）本报告期使用及结余情况 截至 2025 年 6 月 30 日，公司本次募集资金已补充流动资金 30,000.00 万元，部分募集 项目终止并永久补充流动资金 46,828.24 万元，使用部分闲置募集资金暂时补充流动资金 13,000 万元，使 ...

关于 2025 年半年度计提资产减值准备的公告 证券代码：300094 证券简称：国联水产 公告编号：2025-042 湛江国联水产开发股份有限公司 关于 2025 半年度计提资产减值准备的公告 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。 一、本次计提资产减值准备概述 （一）本次计提资产减值准备的原因 湛江国联水产开发股份有限公司（以下简称"公司"）本次计提资产减值准备， 是依据《企业会计准则》及公司会计政策的相关规定进行的。公司及下属公司对 2025 年半年度末各类存货、应收账款、其他应收款、固定资产、在建工程、无 形资产等资产进行了全面清查，对各类存货的可变现净值、应收款项及其他应收 款回收的可能性、固定资产、在建工程及无形资产的可变现性进行了充分的评估 和分析，认为上述资产中部分资产存在一定的减值迹象。本着谨慎性原则，公司 需对可能发生资产减值损失的相关资产进行计提减值准备。 （二）本次计提资产减值准备的范围和总金额 公司对 2025 年半年度可能发生减值迹象的资产进行资产减值测试后，计提 资产减值准备合计 275,223,287.62 元。其中： 1、 ...

湛江国联水产开发股份有限公司 2025 年半年度报告全文 湛江国联水产开发股份有限公司 2025 年半年度报告 2025 年 8 月 28 日 1 湛江国联水产开发股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真 实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连 带的法律责任。 公司负责人李忠、主管会计工作负责人樊春花及会计机构负责人(会计主管 人员)樊春花声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 报告中涉及的未来发展陈述，属于计划性事项，不构成公司对投资者的实质 承诺，投资者应理解计划、预测与承诺之间的差异，并对此保持足够的风险认识。 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和应对措施" 相关内容，具体描述了公司面临的相关风险，敬请投资者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 重要提示、目录和释义 | 2 | | --- | --- | | 第二节 公司简介和主要财务指标 ...

Core Insights - The company reported a revenue of 1.651 billion yuan for the first half of 2025, representing a year-on-year decline of 18.36% [1] - The net loss attributable to shareholders was 540 million yuan, compared to a net profit of 17.54 million yuan in the same period last year [1] - The company announced plans to not distribute cash dividends, issue bonus shares, or increase capital from reserves [1]