2024年9月至11月，公司向第一大股东新余国通投资管理有限公司(简称新余国通)提供借款，累计发生 额780万元。上述行为构成控股股东及其关联方对国联水产的非经营性资金占用，截至2024年11月底资 金占用余额已全部清偿。公司对前述事项未及时依法履行审议及信息披露义务，迟至2025年4月28日才 在2024年年度报告中予以披露。 智通财经APP讯，国联水产(300094.SZ)公告，公司于近日收到中国证券监督管理委员会广东监管局("广 东证监局")出具的《关于对湛江国联水产开发股份有限公司、新余国通投资管理有限公司、李忠、樊春 花、梁永振采取出具警示函措施的决定》。 ...

关于公司、公司控股股东及相关责任人收到广东证监局 警示函的公告 证券代码：300094 证券简称：国联水产 公告编号：2025-059 湛江国联水产开发股份有限公司 关于公司、公司控股股东及相关责任人收到广东证监局警示 函的公告 | 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。 | 1 关于公司、公司控股股东及相关责任人收到广东证监局 警示函的公告 湛江国联水产开发股份有限公司（以下简称"公司"或"国联水产"）于近 日收到中国证券监督管理委员会广东监管局（以下简称"广东证监局"）出具的 《关于对湛江国联水产开发股份有限公司、新余国通投资管理有限公司、李忠、 樊春花、梁永振采取出具警示函措施的决定》（行政监管措施决定书〔2025〕123 号）（以下简称"决定书"）。根据《上市公司信息披露管理办法》等法规、部门 规章、规范性文件的要求，现将有关情况公告如下： 一、决定书内容 湛江国联水产开发股份有限公司、新余国通投资管理有限公司、李忠、樊春 花、梁永振： 经查，2024 年 9 月至 11 月，湛江国联水产开发股份有限公司（以下简称国 联水产 ...

Core Viewpoint - The A-share market's fishery stocks are rising against the trend, driven by geopolitical tensions affecting Japanese seafood imports into China [1]. Group 1: Market Performance - Fishery stocks such as Zhongshui Fishery and Zhangzidao hit the daily limit, while Guolian Aquatic Products rose nearly 6% and Haodangjia increased by nearly 3% [1]. - Specific stock performances include: - Zhongshui Fishery (000798) increased by 9.99%, with a market cap of 5.521 billion and a year-to-date increase of 103.64% [2]. - Zhangzidao (002069) rose by 9.95%, with a market cap of 3.378 billion and a year-to-date increase of 29.43% [2]. - Guolian Aquatic Products (300094) increased by 5.88%, with a market cap of 5.686 billion and a year-to-date increase of 32.98% [2]. - Haodangjia (600467) rose by 2.84%, with a market cap of 4.237 billion and a year-to-date increase of 26.07% [2]. Group 2: Geopolitical Context - Japanese Prime Minister Suga Yoshihide's remarks regarding Taiwan have led to a deterioration in Sino-Japanese relations, prompting China to suspend imports of Japanese seafood [1]. - The Chinese Ministry of Commerce stated that Japan's leadership has made "erroneous remarks" on significant issues, negatively impacting economic exchanges and cooperation between the two countries [1].

（原标题：水产板块拉升 中水渔业6连板） 人民财讯11月21日电，水产板块拉升，中水渔业6连板，獐子岛3天2板，国联水产、百洋股份跟涨。 ...

Core Viewpoint - The fishery sector experienced a significant decline of 4.62% on November 20, with Guolian Aquatic leading the drop, while the overall market indices also showed negative performance [1]. Group 1: Market Performance - On November 20, the Shanghai Composite Index closed at 3931.05, down 0.4% [1]. - The Shenzhen Component Index closed at 12980.82, down 0.76% [1]. Group 2: Capital Flow - The fishery sector saw a net outflow of 9.52 billion yuan from main funds, while retail investors contributed a net inflow of 6.11 billion yuan [2]. - Speculative funds recorded a net inflow of 3.41 billion yuan into the fishery sector [2].

Core Viewpoint - Guolian Aquatic Products experienced a significant decline of 11.52% in its stock price, with a trading volume turnover rate of 43.66% and a total transaction value of 2.516 billion yuan, indicating high volatility in the market [2] Trading Activity Summary - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate, with a total net sell of 166.7 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction value of 453 million yuan, with buying transactions amounting to 143 million yuan and selling transactions totaling 310 million yuan, resulting in a net sell of 166.7 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, which purchased 32.56 million yuan, while the largest selling brokerage was Guotai Haitong Securities, which sold 63.02 million yuan [2] Fund Flow Analysis - The stock saw a net outflow of 564 million yuan from main funds, with a significant outflow of 474 million yuan from large orders and 90.25 million yuan from medium orders [2] - Over the past five days, the net outflow from main funds totaled 213 million yuan [2]

Group 1 - The prepared food concept sector declined by 2.37%, ranking among the top declines in concept sectors, with notable declines in Guolian Aquatic Products, Tianma Technology, and Baiyang Co., Ltd. [1] - Among the prepared food stocks, 9 stocks saw price increases, with Zhongshui Fishery, Fucheng Co., and Huaying Agriculture leading with increases of 10.02%, 3.41%, and 2.56% respectively [1] - The prepared food sector experienced a net outflow of 2.563 billion yuan in main funds, with 76 stocks seeing net outflows, and 8 stocks experiencing outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stocks in the prepared food sector included Guolian Aquatic Products with a net outflow of 564.30 million yuan, Tianma Technology with 294.57 million yuan, and Haodangjia with 214.56 million yuan [2] - The stocks with the highest net inflows included Fucheng Co. with 51.12 million yuan, Gree Electric with 29.16 million yuan, and Wens Foodstuff Group with 18.31 million yuan [5] - The overall market sentiment for the prepared food sector appears negative, as indicated by the significant net outflows and the majority of stocks experiencing price declines [2][5]

Market Overview - As of November 20, the Shanghai Composite Index closed at 3931.05 points, down 15.69 points, a decrease of 0.40% [1] - The Shenzhen Component Index closed at 12980.82 points, down 99.27 points, a decrease of 0.76% [1] - The ChiNext Index closed at 3042.34 points, down 34.50 points, a decrease of 1.12% [1] Stock Performance - A total of 80 A-shares had a turnover rate exceeding 20%, with stocks like Guqi Wool Material and Jianglong Shipbuilding exceeding 50% turnover [1] - The top three stocks by turnover rate included: - Guqi Wool Material (Stock Code: 001390) with a turnover rate of 58.81% and a closing price of 32.96 yuan, up 10.01% [1] - Jianglong Shipbuilding (Stock Code: 300589) with a turnover rate of 55.33% and a closing price of 19.58 yuan, up 2.09% [1] - C South Network Technology (Stock Code: 301638) with a turnover rate of 53.40% and a closing price of 22.00 yuan, down 7.91% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Sanmu Group (Stock Code: 000632) with a turnover rate of 49.68% and a closing price of 7.45 yuan, up 5.08% [1] - C Hengkun (Stock Code: 688727) with a turnover rate of 47.40% and a closing price of 58.22 yuan, down 3.05% [1] - Langchao Software (Stock Code: 600756) with a turnover rate of 45.73% and a closing price of 22.50 yuan, down 5.58% [1] Additional Stock Insights - Other stocks with significant turnover rates included: - Intelligent Control (Stock Code: 002877) with a turnover rate of 44.48% and a closing price of 12.00 yuan, up 9.99% [1] - Guolian Aquatic Products (Stock Code: 300094) with a turnover rate of 43.66% and a closing price of 4.76 yuan, down 11.52% [1] - Chuling Information (Stock Code: 300250) with a turnover rate of 42.66% and a closing price of 32.10 yuan, up 7.72% [1]

Group 1: New Stock Offerings - Tianpu Co., Ltd. (Stock Code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] - Hangzhou Steam Turbine Co., Ltd. (Stock Code: 200771) has a cash option declaration period from November 19, 2025, to November 25, 2025[1] - Central Plaza (Stock Code: 600280) announced on November 20, 2025[1] Group 2: Stock Performance Alerts - Moen Electric (Stock Code: 002451) reported severe abnormal fluctuations on November 14, 2025[1] - ST Yuancheng (Stock Code: 603388) reported severe abnormal fluctuations on November 11, 2025[1] - ST Keli Da (Stock Code: 603828) reported severe abnormal fluctuations on November 12, 2025[1] Group 3: Recent Announcements - Jiumuwang (Stock Code: 601566) announced on November 20, 2025[1] - Taiping Bird (Stock Code: 603877) announced on November 20, 2025[1] - Huaci Co., Ltd. (Stock Code: 001216) announced on November 20, 2025[1]

Core Viewpoint - The aquaculture industry is experiencing improved conditions due to regulatory measures, leading to a significant reduction in vicious competition and a more favorable environment for quality enterprises. However, Guolian Aquatic Products is facing severe financial difficulties despite a rising stock price, raising questions about the sustainability of its market performance [1][7]. Industry Overview - The total output of aquatic products in China reached 51.6878 million tons from January to September this year, marking a year-on-year increase of 4.51% [1]. - Companies like Zhongshui Fisheries and Kaichuang International reported substantial profit increases of 230.08% and 269.47% respectively in the first three quarters [1]. Company Performance - Guolian Aquatic Products reported a significant decline in revenue, with a total of 1.651 billion yuan in the first half of the year, down 18.36% year-on-year, and a third-quarter revenue of 931 million yuan, down 6.00% year-on-year. Cumulatively, revenue for the first nine months was 2.582 billion yuan, a decrease of 14.29% [2][3]. - The company faced a staggering net loss of 800 million yuan in the first nine months, a decline of 905.30% year-on-year, exceeding the total loss of 742 million yuan for the entire year of 2024 [2][3]. Financial Challenges - Guolian Aquatic Products' third-quarter loss reached 259 million yuan, a decline of 167.23% year-on-year. The company has been in a continuous loss situation for six and a half years, indicating a persistent "loss inertia" [2][3][4]. - The company recorded asset impairment losses of 372 million yuan, an increase of 166.20% year-on-year, primarily due to increased inventory write-downs [3]. Strategic Issues - The company's product structure is deemed unbalanced, with a heavy reliance on low-margin traditional products like South American white shrimp, which are significantly affected by raw material price fluctuations [4][5]. - Guolian Aquatic Products has struggled to establish a competitive edge in the prepared food market, lacking standout products that resonate with consumers, leading to challenges in differentiation [5][6]. Market Position - Despite the company's financial struggles, its stock price has surged by 45% over five trading days, raising concerns about whether this is a sign of value recovery or a market bubble [1][7]. - As of November 19, the company's market capitalization reached approximately 6 billion yuan, with a dynamic price-to-earnings ratio that remains negative [7].