水产养殖

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天马科技涨2.06%,成交额2.24亿元,主力资金净流出978.90万元
Xin Lang Cai Jing· 2025-09-30 05:39
9月30日,天马科技盘中上涨2.06%,截至13:15,报16.34元/股,成交2.24亿元,换手率2.76%,总市值 82.09亿元。 天马科技所属申万行业为:农林牧渔-饲料-水产饲料。所属概念板块包括:增持回购、融资融券、养 鸡、水产养殖、预制菜等。 截至6月30日,天马科技股东户数1.71万,较上期增加2.41%;人均流通股29450股,较上期减少2.35%。 2025年1月-6月,天马科技实现营业收入29.74亿元,同比减少1.18%;归母净利润6021.70万元,同比增 长7.40%。 分红方面,天马科技A股上市后累计派现1.03亿元。近三年,累计派现3317.75万元。 天马科技今年以来股价涨28.26%,近5个交易日涨4.95%,近20日涨17.72%,近60日涨23.04%。 资料显示,福建天马科技集团股份有限公司位于福建省福清市上迳镇工业区,成立日期2005年12月13 日,上市日期2017年1月17日,公司主营业务涉及从事特种水产配合饲料研发、生产、销售。主营业务 收入构成为:畜禽饲料销售57.62%,特水饲料28.94%,养殖销售18.70%,食品销售7.20%,原料销售 1.86%,其 ...
通威股份涨2.01%,成交额5.97亿元,主力资金净流入1227.53万元
Xin Lang Zheng Quan· 2025-09-30 02:30
Group 1 - The core viewpoint of the news is that Tongwei Co., Ltd. has shown a positive stock performance recently, with a 2.01% increase in stock price on September 30, reaching 22.33 yuan per share, and a total market capitalization of 100.53 billion yuan [1] - As of July 31, the number of shareholders of Tongwei Co., Ltd. was 289,300, a slight decrease of 0.16% from the previous period, while the average circulating shares per person increased by 0.16% to 15,559 shares [2] - The company reported a revenue of 40.51 billion yuan for the first half of 2025, a year-on-year decrease of 7.51%, and a net profit attributable to shareholders of -4.96 billion yuan, down 58.35% year-on-year [2] Group 2 - Tongwei Co., Ltd. has distributed a total of 25.19 billion yuan in dividends since its A-share listing, with 16.92 billion yuan distributed in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 164 million shares, a decrease of 29.92 million shares from the previous period [3] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as Huatai-PB CSI 300 ETF increasing its holdings by 3.88 million shares [3]
通威股份涨2.07%,成交额6.20亿元,主力资金净流入934.92万元
Xin Lang Cai Jing· 2025-09-24 03:39
Core Viewpoint - Tongwei Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit in the first half of 2025, while maintaining a significant market presence in the photovoltaic and feed industries [1][2]. Financial Performance - As of July 31, 2025, Tongwei Co., Ltd. reported a revenue of 40.51 billion yuan, a year-on-year decrease of 7.51% [2]. - The company recorded a net profit attributable to shareholders of -4.96 billion yuan, reflecting a year-on-year decline of 58.35% [2]. Stock Market Activity - On September 24, 2025, Tongwei's stock price increased by 2.07%, reaching 21.20 yuan per share, with a trading volume of 620 million yuan and a turnover rate of 0.66% [1]. - The company's market capitalization stood at 95.44 billion yuan [1]. - Year-to-date, the stock price has decreased by 4.12%, with a 7.79% drop over the last five trading days, but a 19.10% increase over the past 60 days [1]. Shareholder Information - As of July 31, 2025, the number of shareholders was 289,300, a slight decrease of 0.16% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.16% to 15,559 shares [2]. Dividend Distribution - Since its A-share listing, Tongwei has distributed a total of 25.19 billion yuan in dividends, with 16.92 billion yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 164 million shares, a decrease of 29.92 million shares from the previous period [3]. - Various ETFs, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, have adjusted their holdings, with some increasing and others decreasing their share counts [3].
大越期货菜粕早报-20250911
Da Yue Qi Huo· 2025-09-11 02:45
Report Industry Investment Rating No information provided in the given content. Core Viewpoints - The rapeseed meal RM2601 fluctuates in the range of 2520 - 2580. The market is affected by soybean meal trends, technical oscillations, and awaits the final result of the anti - dumping ruling on Canadian rapeseed imports. The short - term spot demand is in the peak season, and low inventory supports the market, but after the National Day, demand will enter the off - season, and Sino - Canadian trade negotiations are still uncertain. The market is expected to be in a volatile and slightly strong pattern in the short term [9]. Summary by Directory 1. Daily Hints - Rapeseed meal RM2601 is in the 2520 - 2580 range. The market is influenced by multiple factors and is expected to be volatile and slightly strong in the short term [9]. 2. Recent News - Domestic aquaculture is in the peak season, and the listing of domestic rapeseed has improved the tight supply expectation in the spot market, with good demand expectations. - China's preliminary anti - dumping ruling on Canadian rapeseed imports is established, and a 75.8% import deposit has been imposed. The final result is still uncertain. - Global rapeseed production has increased this year, especially in Canada. - The Russia - Ukraine conflict continues, and the decrease in Ukraine's rapeseed production and the increase in Russia's production offset each other. Geopolitical conflicts may still rise and support commodities [11]. 3. Long and Short Concerns - **Likely Positive Factors**: China's preliminary anti - dumping determination on Canadian rapeseed imports and low inventory pressure on oil mills' rapeseed meal. - **Likely Negative Factors**: The concentrated listing of domestic rapeseed and the uncertainty of the final anti - dumping result on Canadian rapeseed imports [12]. 4. Fundamental Data - **Price and Basis**: The spot price is 2600, and the basis is 67, indicating a premium over the futures, which is a positive factor. - **Inventory**: Rapeseed meal inventory is 1.8 million tons, a 28% week - on - week decrease from 2.5 million tons last week and a 25% year - on - year decrease from 2.4 million tons last year, which is a positive factor. - **Market Trends**: The price is below the 20 - day moving average and moving downward, which is a negative factor [9]. 5. Position Data - The main short positions have increased, and funds have flowed out, which is a negative factor [9].
天马科技股价下跌4.10% 上半年净利润同比增长7.4%
Jin Rong Jie· 2025-08-27 16:15
Group 1 - The stock price of Tianma Technology on August 27 was 14.25 yuan, down 0.61 yuan or 4.10% from the previous trading day [1] - The trading volume on that day was 298,284 hands, with a transaction amount of 430 million yuan [1] - The company reported a total operating revenue of 2.974 billion yuan and a net profit attributable to shareholders of 60.217 million yuan for the first half of 2025, representing a year-on-year growth of 7.40% [1] Group 2 - The net cash flow from operating activities for the first half of 2025 was 20.414 million yuan [1] - On August 27, the net outflow of main funds was 41.541 million yuan, accounting for 0.58% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 8.758 million yuan, accounting for 0.12% of the circulating market value [1]
大越期货菜粕早报-20250826
Da Yue Qi Huo· 2025-08-26 03:19
Report Industry Investment Rating - Not provided Core Viewpoints - The rapeseed meal RM2601 is expected to fluctuate within the range of 2520 - 2580. The market is waiting for the final result of the anti - dumping ruling on Canadian rapeseed imports. The short - term demand for rapeseed meal remains in the peak season, and low inventory supports the market. However, after the National Day, the demand will enter the off - season, and there are still uncertainties in China - Canada trade consultations. The market is in a short - term strong - side fluctuating pattern [9]. Summary by Directory 1. Daily Prompt - Not provided 2. Recent News - Domestic aquaculture has entered the peak season, and the listing of domestic rapeseed has improved the expected tight supply in the spot market, with good demand expectations. China's preliminary anti - dumping ruling on Canadian rapeseed imports is established, and a 75.8% import deposit is imposed. The global rapeseed output has decreased slightly this year, mainly due to the reduction in the EU and lower - than - expected output in Canada. The Russia - Ukraine conflict continues, and there is still a possibility of an increase in global geopolitical conflicts, which supports commodities [11]. 3. Bullish and Bearish Concerns - Bullish factors: China's preliminary anti - dumping determination on Canadian rapeseed imports and the low inventory pressure of oil mills' rapeseed meal. Bearish factors: The concentrated listing of domestic rapeseed in June and the uncertainty of the final anti - dumping result of Canadian rapeseed imports [12]. 4. Fundamental Data - **Trading Volume and Price Difference**: From August 14 to August 25, the trading volume of rapeseed meal was generally low, and the price difference between soybean meal and rapeseed meal fluctuated slightly, with the difference on August 25 being 500 [13]. - **Futures and Spot Prices**: From August 15 to August 25, rapeseed meal futures showed a trend of rising first and then falling, while the spot price remained relatively stable. The spot price in Fujian on August 25 was 2580 [15]. - **Warehouse Receipts**: From August 13 to August 25, the rapeseed meal warehouse receipts decreased from 9821 to 8066, with a continuous decline [17]. - **Inventory**: Rapeseed meal inventory was 2.1 tons, a week - on - week decrease of 17.65% and a year - on - year decrease of 25% [9]. 5. Position Data - The main short positions decreased, and funds flowed out [9].
通威股份涨2.03%,成交额7.87亿元,主力资金净流入868.78万元
Xin Lang Cai Jing· 2025-08-22 03:03
Group 1 - The core viewpoint of the news is that Tongwei Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent increase in share price and notable trading activity [1] - As of August 22, Tongwei's stock price rose by 2.03% to 21.08 CNY per share, with a total market capitalization of 949.02 billion CNY [1] - The company has seen a net inflow of main funds amounting to 8.69 million CNY, with significant buying and selling activities from large orders [1] Group 2 - For the year to date, Tongwei's stock price has decreased by 4.66%, while it has increased by 1.30% over the last five trading days [1] - As of July 31, the number of shareholders for Tongwei reached 289,300, an increase of 0.99% from the previous period [2] - The company reported a revenue of 15.93 billion CNY for the first quarter of 2025, reflecting a year-on-year decrease of 18.58% [2] Group 3 - Tongwei Co., Ltd. was established on December 8, 1995, and was listed on March 2, 2004, with its main business involving aquaculture feed and livestock feed [1] - The company operates within the electric equipment industry, specifically in photovoltaic equipment, and is involved in sectors such as polysilicon, green power, aquaculture, and feed [1] - As of March 31, 2025, the second-largest shareholder is Hong Kong Central Clearing Limited, holding 194 million shares, a decrease of 8.14 million shares from the previous period [2]
神农种业股价震荡下行 成交额突破6.5亿元
Jin Rong Jie· 2025-08-12 13:32
Group 1 - The company's stock closed at 4.90 yuan on August 12, down 1.61% from the previous trading day, with a trading range of 4.88 to 5.09 yuan, resulting in a volatility of 4.22% [1] - The company operates in the agriculture sector, focusing on research, production, and sales of crop seeds, aquaculture breeding, and feed production, contributing to food security and aquaculture in the Hainan Free Trade Zone [1] - The company's total market capitalization is 5.018 billion yuan, with a circulating market value of 4.343 billion yuan [1] Group 2 - On the morning of August 12, a rapid rebound occurred at 9:53 AM, with a price increase of over 2% within five minutes and a transaction amount of 187 million yuan [1] - The net outflow of main funds on that day was 24.0656 million yuan, accounting for 0.55% of the circulating market value, with a cumulative net outflow of 43.0515 million yuan over the past five trading days, representing 0.99% of the circulating market value [1]
新疆:“水产大省”养成记
Xin Hua Wang· 2025-08-12 06:22
Core Viewpoint - Xinjiang has developed a modern aquaculture industry by utilizing water resources and technological innovation, transforming its arid landscape into productive fish farming areas, particularly for salmon and other freshwater species [1][5]. Aquaculture Development - Xinjiang has established three salmon farming and processing bases with a total farming area of 147,000 acres and an annual production capacity of 12,000 tons, integrating breeding, smart farming, and tourism [3][5]. - The salmon farming in Xinjiang has expanded its market reach, achieving sales coverage in major cities and exporting to Southeast Asia, Europe, and the Middle East [5]. Sustainable Practices - The region has implemented sustainable fishing practices, such as seasonal fishing bans and artificial breeding, to protect fishery resources in lakes like Bosten Lake, which produced 5,300 tons of fish last year, with expectations to exceed 6,000 tons this year [6][7]. - Innovative aquaculture methods are being applied in saline-alkali water areas, with a focus on ecological balance and biodiversity, leading to increased bird populations in the area [9][10]. Economic Impact - The aquaculture industry in Xinjiang is projected to generate significant economic benefits, with an expected annual output value of over 30 million yuan from various species cultivated in saline-alkali waters [11]. - The overall fishery production in Xinjiang is expected to reach 192,500 tons in 2024, marking a year-on-year growth of 4.63%, highlighting the industry's potential for economic development [11].
大越期货菜粕早报-20250804
Da Yue Qi Huo· 2025-08-04 05:25
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - Rapeseed meal RM2509 is expected to oscillate within the range of 2660 - 2720. It is influenced by soybean meal trends and technical consolidation. Low oil - mill operation and low inventory support the market. Spot demand is in the short - term peak season, and although the arrival of imported rapeseed increases, there is no short - term pressure on oil - mill inventory. The short - term outlook is for range - bound movement. China's tariff increase on Canadian oil residue cakes is a short - term positive, but the lack of a tariff on rapeseed limits the upside potential [9]. 3. Summary by Directory 3.1 Daily Prompt - Rapeseed meal RM2509 is in a 2660 - 2720 range - bound state. The market is affected by soybean meal trends, technical consolidation, low oil - mill operation, and low inventory. Spot demand is in a short - term peak season, and the impact of China's tariff on Canadian oil residue cakes is limited [9]. 3.2 Recent News - Domestic aquaculture has entered the peak season, and the listing of domestic rapeseed has improved the supply outlook. The demand side maintains a good outlook. Canadian rapeseed annual production has slightly decreased, supporting the foreign futures market. China has imposed tariffs on Canadian rapeseed oil and oil residue cakes, and the anti - dumping investigation on Canadian rapeseed imports is ongoing. Global rapeseed production has slightly decreased this year, mainly due to reduced EU production and lower - than - expected Canadian production. The Russia - Ukraine conflict continues, with the impact of Ukrainian production cuts and Russian production increases offsetting each other, and geopolitical conflicts may support commodity prices [11]. 3.3 Bullish and Bearish Factors - **Bullish**: China's tariff increase on Canadian rapeseed oil and oil residue cakes; low pressure on oil - mill rapeseed meal inventory [12]. - **Bearish**: The listing of domestic rapeseed in June; the uncertainty of China's anti - dumping investigation on Canadian rapeseed imports and the seasonal off - peak demand for rapeseed meal [13]. - **Main Logic**: The market focuses on domestic aquaculture demand and the expected tariff war on Canadian rapeseed [13]. 3.4 Fundamental Data - **Spot and Futures Prices**: The spot price of rapeseed meal is 2600, with a basis of - 75, indicating a discount to the futures. The futures price is in a range - bound state, and the spot price fluctuates accordingly, with the high - level discount narrowing [9][20]. - **Inventory**: Rapeseed meal inventory is 19,000 tons, up 25.83% week - on - week from 15,100 tons last week and down 44.12% year - on - year from 34,000 tons last year [9]. - **Supply and Demand Balance Sheets**: The report provides domestic rapeseed and rapeseed meal supply - demand balance sheets from 2014 - 2023, showing changes in harvest area, production, consumption, and inventory over the years [25][26]. 3.5 Position Data - The main short positions have increased, and funds have flowed out [9]. 3.6 Rapeseed Meal Views and Strategies - Rapeseed meal is expected to experience short - term fluctuations within the 2660 - 2720 range, affected by factors such as low imported rapeseed inventory, China's tariff on Canadian oil residue cakes, and soybean meal trends [9].