天马科技鳗鱼出池量刷新纪录 2025上半年净利增7.4%

Core Insights - Tianma Technology (603668.SH) has reported strong performance in the first half of 2025, with a net profit of 60.217 million yuan, an increase of 7.4% year-on-year [1] - The company leads the nation in the quantity of Japanese and American eel fry and stock, with significant growth in its smart aquaculture and health food segments [1][2] - The revenue from the "farming + food" business has increased to 27.58%, up 7.64 percentage points from the previous year [1] Financial Performance - The health food segment achieved approximately 401 million yuan in revenue, a substantial increase of 72.4% year-on-year, with grilled eel sales reaching about 3,661.36 tons, up 71.98% [1][2] - The aquaculture segment generated approximately 419 million yuan in revenue, reflecting a year-on-year growth of 14.02% [2] Market Expansion - Tianma Technology has established five food bases and created a brand matrix including "Eel Hall" and "Eel Small Hall," exporting products to over 70 countries and regions [2] - The company has launched a new brand "Reward Eel" in Tokyo, Japan, to better align with international consumer markets [2] Strategic Initiatives - The company has implemented a dual-track strategy for domestic and international operations, establishing a modern industrial park in China and expanding into overseas markets [3] - Tianma Technology plans to collaborate with Asahi Foods, a major Japanese food wholesaler, to penetrate the high-end East Asian market [3] Industry Trends - The consumption of aquatic products is shifting from "subsistence" to "quality-oriented," driven by technological innovation and market demand [3] - The company aims to build a world-class full industrial chain food supply platform, with aquaculture and food segments becoming key growth drivers [3]