GUOLIAN AQUATIC(300094)
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渔业板块12月22日涨0.34%,国联水产领涨,主力资金净流出3021.16万元
Zheng Xing Xing Ye Ri Bao· 2025-12-22 09:03
证券之星消息,12月22日渔业板块较上一交易日上涨0.34%,国联水产领涨。当日上证指数报收于 3917.36,上涨0.69%。深证成指报收于13332.73,上涨1.47%。渔业板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日渔业板块主力资金净流出3021.16万元,游资资金净流入1708.45万元,散户资 金净流入1312.71万元。渔业板块个股资金流向见下表: ...
国联水产12月19日获融资买入1996.28万元,融资余额2.41亿元
Xin Lang Cai Jing· 2025-12-22 01:32
资料显示,湛江国联水产开发股份有限公司位于广东湛江吴川市黄坡镇(吴川)华昱产业转移工业园工业 大道6号,成立日期2001年3月8日,上市日期2010年7月8日,公司主营业务涉及对虾和罗非鱼种苗、水 产饲料、初加工产品及深加工食品等。其中对虾及罗非鱼种苗、水产饲料主要销售给本公司备案养殖 户,初加工水产品及深加工食品主要通过国内外分销商销售给终端消费者。主营业务收入构成为:水产 食品97.65%,饲料1.21%,其他1.13%。 截至9月30日,国联水产股东户数5.28万,较上期减少7.12%;人均流通股20953股,较上期增加7.66%。 2025年1月-9月,国联水产实现营业收入25.82亿元,同比减少14.29%;归母净利润-8.00亿元,同比减少 905.30%。 分红方面,国联水产A股上市后累计派现8124.63万元。近三年,累计派现0.00元。 责任编辑:小浪快报 12月19日,国联水产涨3.24%,成交额3.47亿元。两融数据显示,当日国联水产获融资买入额1996.28万 元,融资偿还2696.41万元,融资净买入-700.13万元。截至12月19日,国联水产融资融券余额合计2.41 亿元。 融资 ...
渔业板块12月19日涨2.95%,好当家领涨,主力资金净流出3604.54万元
Zheng Xing Xing Ye Ri Bao· 2025-12-19 09:02
Group 1 - The fishing sector increased by 2.95% on December 19, with Hao Dang Jia leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up 0.36%, while the Shenzhen Component Index closed at 13140.22, up 0.66% [1] - Key stocks in the fishing sector showed various performance, with Hao Dang Jia closing at 2.73, up 5.41%, and Guolian Aquatic Products at 3.82, up 3.24% [1] Group 2 - The main funds in the fishing sector experienced a net outflow of 36.05 million yuan, while retail investors saw a net inflow of 39.16 million yuan [1] - Detailed fund flow data indicates that Hao Dang Jia had a net inflow of 2.02 million yuan from main funds, but a net outflow of 1.18 million yuan from retail investors [2] - Guolian Aquatic Products faced a significant net outflow of 20.06 million yuan from main funds, while retail investors contributed a net inflow of 17.21 million yuan [2]
国联水产:变更持续督导保荐代表人
Zheng Quan Ri Bao Wang· 2025-12-15 13:13
证券日报网讯12月15日晚间,国联水产(300094)发布公告称,本次保荐代表人变更后,公司向特定对 象发行股票项目的持续督导期间的保荐代表人为沈羽珂先生和陆晨女士。 ...
国联水产(300094) - 关于变更持续督导保荐代表人的公告
2025-12-15 07:56
关于变更持续督导保荐代表人的公告 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。 湛江国联水产开发股份有限公司(以下简称"公司")于近日收到华福证券 有限责任公司(以下简称"华福证券")出具的《关于变更湛江国联水产开发股 份有限公司向特定对象发行股票项目持续督导保荐代表人的函》。 华福证券作为公司 2022 年向特定对象发行股票项目的保荐机构和持续督导 机构,持续督导期至 2024 年 12 月 31 日止。鉴于公司募集资金项目在 2025 期间 内仍存续,根据中国证券监督管理委员会和深圳证券交易所相关规定,华福证券 仍需对公司募集资金的管理和使用继续履行持续督导职责,直至本年度结束。 华福证券曾委派沈羽珂先生、罗黎明先生作为公司向特定对象发行股票项目 的持续督导保荐代表人,现因原委派的保荐代表人罗黎明先生工作变动,将不再 继续担任公司持续督导期间的保荐代表人,为保证持续督导工作的有序进行,华 福证券委派陆晨女士(简历详见附件)接替罗黎明先生继续履行持续督导职责。 本次保荐代表人变更后,公司向特定对象发行股票项目的持续督导期间的保 荐代表人为沈羽珂先生和陆晨女士, ...
牧原股份H股上市已举行聆讯;涪陵榨菜餐饮渠道增速达20%
Sou Hu Cai Jing· 2025-12-15 01:01
Group 1: Company Developments - Muyuan Foods has initiated the process for its H-share listing on the Hong Kong Stock Exchange, with a potential issuance of approximately 546 million shares [1][4] - Fuling Zhacai reported a 20% growth in its restaurant channel, attributed to the establishment of an independent sales team and targeted product development [1][4] - Anjoy Foods announced that its shrimp products have become the strongest growth category among its new offerings, achieving high double-digit growth [1][5] - Jiamei Packaging is planning a change in control, which may lead to a shift in its major shareholder and actual controller [1][5] - Dayao Beverage has announced the cancellation of its Inner Mongolia subsidiary as part of a routine business adjustment [1][6] - Yuexiu Agricultural and Animal Husbandry Foods signed a memorandum of cooperation with Hendrix Genetics for joint breeding and resource sharing [1][8] - Kudi Coffee's global supply chain base has achieved a monthly production milestone of over 10,000 tons [1][8] Group 2: Product Innovations - Meixin Food launched a new turmeric ginger hot pot base, designed for versatility across various culinary applications [1][10] - Guolian Aquatic Products introduced a new Dai-style lemongrass grilled fish product, featuring fresh tilapia and a unique seasoning blend [1][10] - Sanquan Foods released a low GI blueberry and mulberry glutinous rice ball, incorporating real fruit and a slow sugar formula [1][10] - Nanjiao Foods announced the launch of its YiPure cream, which meets new national standards and boasts a high milk content [1][10] Group 3: Market Trends - The USDA has revised its beef price forecasts downward for 2026 due to anticipated declines in slaughterhouse capacity and recent unfavorable price data [1][11] - Food prices have driven the CPI to its highest year-on-year increase in nearly 21 months, with significant rises in fresh vegetable and meat prices [1][13]
国联水产3.15亿元剥离新盈食品,控股股东接盘
Sou Hu Cai Jing· 2025-12-10 11:44
Core Viewpoint - The company Guolian Aquatic Products (国联水产) announced the transfer of 100% equity of its wholly-owned subsidiary, Guangdong Xinying Food Technology Co., Ltd. (新盈食品), to its controlling shareholder, Xinyu Guotong Investment Management Co., Ltd. (新余国通), through a debt assumption acquisition method [1]. Group 1: Transaction Details - The total payment for the equity transfer includes a cash payment of 34.7465 million yuan and the repayment of 281 million yuan in debts, amounting to a total of 315.465 million yuan [1]. - As of the assessment benchmark date of October 31, 2025, the total equity value of Xinying Food is 34.7465 million yuan, with an appraisal increment of 3.122 million yuan, resulting in a growth rate of 9.87% [1]. Group 2: Financial Performance of Xinying Food - Xinying Food, established on June 1, 2011, has a registered capital of 12 million yuan and operates in food production, sales, and aquatic seed import/export [1]. - The projected revenue for Xinying Food is 5.0117 million yuan for 2024 and 1.199 million yuan for the first ten months of 2025, with net profits of 499,400 yuan and a loss of 1.06219 million yuan, respectively [1]. Group 3: Company Strategy and Performance - Guolian Aquatic Products aims to revitalize its existing assets through this transaction, converting idle upstream assets and inventory into more liquid cash assets, thereby optimizing its asset structure and improving inventory turnover efficiency [1]. - The company has been focusing on upgrading its business model in the prepared food sector, providing comprehensive solutions for restaurants and family dining [1]. - From 2019 to 2024, Guolian Aquatic Products has reported losses for six consecutive years, with a revenue of 2.582 billion yuan in the first three quarters of 2025, a year-on-year decrease of 14.29%, and a net loss of 800 million yuan, a decline of 905.30% year-on-year [4].
渔业板块12月10日跌1.54%,开创国际领跌,主力资金净流出1.31亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-10 09:04
Group 1 - The fishing sector experienced a decline of 1.54% on December 10, with KaiChuang International leading the drop [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] - Key stocks in the fishing sector showed the following closing prices and changes: - DaHu Co., Ltd. (600257) at 6.36, down 0.93% - HaoDangJia (600467) at 2.88, down 1.03% - ZhangZiIsland (002069) at 4.03, down 1.47% - ZhongShui Fishery (000798) at 11.64, down 1.69% - GuoLian Aquatic Products (300094) at 4.03, down 1.71% - KaiChuang International (600097) at 12.00, down 2.52% [1] Group 2 - The fishing sector saw a net outflow of 131 million yuan from main funds, with retail investors contributing a net inflow of 183 million yuan [1] - Detailed fund flow for key stocks includes: - HaoDangJia (600467) with a net inflow of 22.62 million yuan from main funds, but a net outflow of 17.83 million yuan from speculative funds [2] - ZhangZiIsland (002069) with a net outflow of 8.38 million yuan from main funds, but a net inflow of 14.36 million yuan from retail investors [2] - KaiChuang International (600097) with a net outflow of 18.53 million yuan from main funds, but a net inflow of 21.24 million yuan from retail investors [2] - DaHu Co., Ltd. (600257) with a net outflow of 21.40 million yuan from main funds, but a net inflow of 17.88 million yuan from retail investors [2] - GuoLian Aquatic Products (300094) with a net outflow of 52.29 million yuan from main funds, but a net inflow of 56.97 million yuan from retail investors [2] - ZhongShui Fishery (000798) with a net outflow of 52.86 million yuan from main funds, but a net inflow of 77.75 million yuan from retail investors [2]
转型预制菜反走业绩下坡路,国联水产连亏六年
Xin Lang Cai Jing· 2025-12-10 08:43
Core Viewpoint - Guolian Aquatic Products (300094.SZ) announced the sale of its wholly-owned subsidiary, Xinying Foods, to its controlling shareholder, Xinyu Guotong, for a total payment of 315 million yuan. This transaction aims to convert idle upstream assets into more liquid cash assets and refocus on the company's main business [1][14]. Group 1: Financial Performance - From 2019 to 2024, the company has accumulated a net profit loss of approximately 2.028 billion yuan, with revenue only showing a brief positive growth in 2022. In the first three quarters of this year, the net profit loss reached nearly 800 million yuan [14]. - In 2023, the company reported a revenue decline of 4.79% and a net profit loss of 532 million yuan, attributing the losses to a poor seafood consumption market and declining sales prices [21][22]. - The company's revenue from aquatic food dropped by 16.97% year-on-year, with a gross margin decrease of 17.05 percentage points to -2.89% [24]. Group 2: Subsidiary Performance - Xinying Foods, established in 2011, reported revenues of 5.0117 million yuan and a net profit of 499,400 yuan in 2024, but incurred a loss of 1.06219 million yuan in the first ten months of the year [3][16]. - The sale of Xinying Foods reflects the company's ongoing strategy to divest upstream assets, which have not provided a competitive advantage and have instead burdened operations [4][16]. Group 3: Strategic Challenges - The company has faced significant challenges in its strategic transition to prepared foods, with a lack of core competitiveness in this area. The planned fundraising projects aimed at expanding production capacity were terminated due to changes in market demand and economic conditions [22][23]. - The company has been forced to accelerate the divestment of its upstream aquaculture business, which has been unprofitable for several years, in order to focus on prepared food processing [4][17]. Group 4: Market Conditions - The overall market for prepared foods is expected to grow, with projections indicating that the market size in China could exceed 1.072 trillion yuan by 2026. However, the company has struggled to capitalize on this growth due to external market conditions and internal strategic missteps [22][24].
国联水产(300094) - 关于为子公司提供担保额度的进展公告
2025-12-09 08:10
关于为子公司提供担保额度的进展公告 湛江国联水产开发股份有限公司 关于为子公司提供担保额度的进展公告 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: 本次担保事项为公司对子公司提供的担保; 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 证券代码:300094 证券简称:国联水产 公告编号:2025-064 关于为子公司提供担保额度的进展公告 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:为公司控股子公司国联 (益阳)食品有限公司(以下简称"国联益阳")向金融机构申请综合授信额度 提供不超过 30,000 万元人民币(含 30,000 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 ...