海上新广东·新 粮仓图集_南方 +_南方plus 蔚蓝海面上，钢 铁平台如巨人般 巍然屹立。台风 来临前，"湛农1 号"工作人员正 抢抓时间投放饲 料，18根深入海 床的桩柱让这座 投资3300万元的 海洋牧场曾成功 抵御17级超强台 风。不远 处，"海威2 号"的三万立方 米水体中，鳘 鱼、军曹鱼等高 端鱼群悠然游 弋；珠海万山群 岛畔，"格盛1 号"刚刚完成首 批章红鱼收获， 智能化深远海养殖平台"海威2号"一年四季鱼获不断。（蓝东旭 摄） 广东的目光早已 越过近岸浅滩， 投向浩瀚深蓝。 6517个重力式深 水网箱、15座桁 架类智能网箱星 罗棋布，构建起 全国最大的深远 海养殖矩阵。在 阳江青洲 岛，"风机导管 架+养殖网箱"一 体化装备开创水 上发电、水下养 鱼的立体开发模 式；湛江湾实验 室里，科研人员 成功培育出30万 尾硇洲族大黄鱼 苗，为深海养殖 注入"种业芯 片" 。 湛江深海网箱养殖优势产区产业园。（视觉中国供图） 10万斤优质海鱼 跃上大湾区餐 桌。 "湛农1号"是全国首个自主升降海洋牧场平台。（柯学潜 摄） "格盛1号"2025年完成首季试养，收获章红鱼超10万斤。（黄坚文 摄） 转化 ...

南京风信公司作为专业气象数据服务商和江苏省公共数据授权运营开发主体，凭借较强的数据处理与产品化能力，成功将公共气象数据转化为具有实际应 用价值的产业解决方案。江苏蟹联网科技有限公司作为深耕河蟹产业数字化服务的创新企业，始终致力于通过物联网与大数据技术为蟹农提供智能化养殖 解决方案。双方的合作实现了数据要素与传统产业的深度融合。 通俗地说，数据交易所为公共数据供需双方搭建起一座高效对接的桥梁。本次公共数据产品交易严格遵循江苏省公共数据授权运营相关规定，省数交所在 其中发挥重要支撑作用，主要负责交易过程的供需对接撮合和合规流程保障，涵盖产品登记审核、交易匹配、资金结算和交付备案等标准化环节，切实推 动数据产品合规高效流通，充分释放数据价值。 "此次气象数据产品在蟹养殖领域的成功落地，是江苏数据要素市场的又一建设成果，不仅验证了'数据可用不可见''用途可控可计量'等创新理念的可行 性，更展现了数据要素赋能实体经济的巨大潜力。"据介绍，省数交所将继续发挥平台优势，深化与省数据集团的战略协同，推动更多高价值数据产品在 智能制造、现代农业、现代服务业等领域落地应用。 校对 石伟 扬子晚报网9月3日讯（记者 万承源）公共数 ...

Core Insights - The first half of 2025 has been the best year for Atlantic Sapphire, achieving high-quality fish harvests with an average weight of 2.9 kilos and a premium price of $8.7 per kilo [3] - The company expects to finish the year with a record harvest of 5,400 tons, with ambitions of reaching 7,000 tons in 2026 and 7,500 to 8,500 tons from 2027 onwards [4] - The focus has been on maximizing the efficiency of Phase 1 while minimizing efforts in Phase 2, with plans for flexible financing options to secure funding until breakeven is reached [5] Financial Performance - The company validated Phase 1 from both productive and commercial perspectives, indicating strong survival rates, feeding capacity, and consistent biomass gain [3] - The decisions made at the end of 2024 are starting to yield concrete results, contributing to the record harvest expectations [4] Strategic Focus - The company is prioritizing the efficiency of Phase 1 production while reducing focus on Phase 2 [5] - Once EBITDA positive with Phase 1, the company anticipates significant market opportunities due to its unique production capacity [5]

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing long-term earnings power and competitive dynamics [1] - Most recommendations will be holds, indicating a cautious approach to market conditions, with only a small fraction of companies deemed suitable for purchase at any time [1] Group 2 - The articles aim to provide important information for future investors and introduce skepticism in a generally bullish market [1] - There is a clear distinction made between the author's opinions and professional investment advice, emphasizing the need for readers to conduct their own due diligence [2][3]

Core Insights - The article highlights the innovative use of VEP (Value of Ecosystem Products) assessment reports to secure loans for ecological projects, transforming ecological value into financial capital [1][2] - The collaboration between government, banks, and enterprises has led to the successful implementation of green financial products, addressing long-standing financing challenges in the flower industry [2][3] Group 1: VEP Assessment and Financing - The first VEP ecological value loan of 5 million yuan was issued based on a detailed valuation report, showcasing the potential of ecological contributions in securing financing [1][2] - The establishment of a "government-bank cooperation" mechanism has facilitated the issuance of zero-collateral loans, with VEP reports serving as the core basis for loan approval [2][3] - A total of 802 million yuan in loans has been issued for flower-related projects, indicating a growing interest from financial institutions in the ecological sector [2] Group 2: Ecological Product Valuation - The city of Suqian has created a dynamic ecological product directory, identifying 262 types of ecological products and establishing a framework for ongoing GEP (Gross Ecosystem Product) valuation [3] - The directory aims to provide a standardized measurement for ecological assets, enabling more effective market integration and valuation of these resources [3] Group 3: E-commerce and Market Integration - The integration of e-commerce with ecological products has allowed for the direct market transaction of ecological values, enhancing the visibility and sales of these products [4][5] - The "宿有千香" regional brand has been developed to unify and promote green agricultural and ecological products, achieving sales exceeding 1.2 billion yuan in 2024 [5] - Innovative marketing strategies, such as live streaming sales, have significantly increased consumer engagement and sales volume for ecological products [5]

Core Insights - The company is optimistic about biological development in Q2 2025, which is expected to lead to increased volume and positive cost development in the latter half of the year [1] - The merger with Wilsgård AS enhances SalMar's presence in Norway and strengthens its operational capabilities [2][3] - SalMar has issued NOK 2 billion in new green bonds to support sustainable development and improve capital access [3] - The company has increased its volume guidance for 2025, anticipating a total harvest of 298,000 tonnes, an 18% increase compared to 2024 [5] - Despite lower salmon prices in the first half of 2025, strong demand for SalMar's products continues, with expectations of lower global supply growth in the second half [6] Financial Performance - Q2 2025 operational EBIT for Norway was NOK 696 million, with a harvest volume of 54,500 tonnes and EBIT per kg of NOK 12.8 [8] - Group operational EBIT for Q2 2025 was NOK 524 million, with a total harvest volume of 64,500 tonnes and EBIT per kg of NOK 8.1 [8] - The first half of 2025 was characterized by lower salmon prices due to increased volume and a high proportion of downgraded fish [8] Operational Developments - Strong biological performance was noted in Northern Norway, contributing to positive cost development [8] - The company is entering the third quarter with record-high biomass for the season, setting the stage for increased volume [4] - The share of superior quality fish has significantly increased from July 2025 onwards compared to the first half [4]

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Core Insights - AKVA group achieved record high quarterly revenue of MNOK 1,167 in Q2 2025, a 15% increase from Q2 2024 [1] - EBITDA rose from MNOK 110 in Q2 2024 to MNOK 145 in Q2 2025, indicating improved profitability [1] - Total order intake reached BNOK 1.1 in Q2 2025, up from MNOK 888 in Q2 2024, with a backlog of BNOK 2.7 at the end of June 2025 [1][2] Financial Performance - Sea Based (SB) revenue for Q2 2025 was MNOK 868, up from MNOK 842 in Q2 2024, with EBITDA and EBIT margins improving to 14.3% and 9.7% respectively [3] - Land Based (LB) revenue increased significantly to MNOK 264 from MNOK 137, with a notable rise in order intake to MNOK 316 compared to MNOK 149 in Q2 2024 [5] - Digital (DI) segment maintained revenue at MNOK 35, with improved EBITDA margin of 21.9% [5] Regional Performance - Nordic region revenue increased to MNOK 676 in Q2 2025 from MNOK 602 in Q2 2024, while the Americas region saw a decline to MNOK 114 from MNOK 156 [4] - Europe and Middle East (EME) revenue decreased slightly to MNOK 78 from MNOK 84 in the same period [4] Order Backlog and Contracts - The order backlog at the end of Q2 2025 was MNOK 2,712, with 60% related to Land Based projects [10] - New land-based contracts were signed with Laxey, valued at approximately MEUR 20 and MEUR 8.5, contributing to high activity levels [2] Balance Sheet and Cash Position - Working capital as a percentage of rolling revenue improved to 9.4% from 10.4%, with cash and unused credit facilities totaling MNOK 473 [7] - Total assets and equity were MNOK 4,217 and MNOK 1,327 respectively, resulting in an equity ratio of 31.5% [7] Future Outlook - The company anticipates continued strong momentum in deep farming concepts, targeting a minimum revenue of BNOK 4.0 and EBIT of 6% for 2025 [11] - Ongoing investments are planned to enhance solutions across Sea Based, Land Based, and Digital segments [11] Dividend Announcement - The company has declared a dividend of NOK 1 per share for the second half of 2025, aiming to maximize shareholder returns [9]

Core Insights - Corbion and Kuehnle AgroSystems (KAS) have formed a strategic partnership to develop and commercialize a natural astaxanthin sourced from non-GMO heterotrophic algae, aiming to provide a sustainable alternative to current astaxanthin sources [1][2][5] Group 1: Partnership Details - The partnership will focus on creating an esterified form of astaxanthin that is rich in the most bioavailable isomer, which will enhance antioxidant performance, stability, and fat solubility, targeting both human and animal nutrition markets [3][4] - Development and technical transfer have already commenced, with updates expected as the project progresses [6] Group 2: Company Backgrounds - Corbion is a sustainable ingredients company with annual sales of €1,332.0 million in 2024, specializing in lactic acid, food preservation solutions, and algae ingredients, and is listed on Euronext Amsterdam [7] - KAS is a biotechnology company focused on sustainable innovation through algae-derived products, utilizing patented "dark fermentation" processes to produce natural astaxanthin, which is essential for human nutrition and aquafeed [8][9]

Core Insights - AquaBounty Technologies, Inc. reported a net loss of $3.4 million for Q2 2025, a significant reduction from a net loss of $50.5 million in Q2 2024, indicating improved financial performance [6] - The company generated $2.4 million in net proceeds from the sale of certain Ohio Equipment Assets, which is part of its strategy to enhance liquidity and explore strategic alternatives for its Ohio Farm Project [3][6] - As of June 30, 2025, AquaBounty's cash and cash equivalents increased to $730 thousand from $230 thousand at the end of 2024, reflecting improved cash management [6][8] Financial Performance - Total costs and expenses for Q2 2025 were $3.29 million, down from $29.56 million in Q2 2024, showcasing a substantial decrease in operational costs [10] - The company reported an operating loss of $3.29 million for Q2 2025 compared to an operating loss of $29.56 million for the same period in the previous year [10] - The basic and diluted net loss per share for Q2 2025 was $0.87, a decrease from $13.08 in Q2 2024, indicating a reduction in losses on a per-share basis [10] Balance Sheet Overview - Total assets decreased to $26.65 million as of June 30, 2025, down from $34.06 million at the end of 2024, primarily due to the sale of assets and ongoing operational challenges [8] - Current liabilities were reported at $13.03 million, a decrease from $16.20 million at the end of 2024, reflecting improved management of short-term obligations [8] - Stockholders' equity decreased to $13.61 million from $15.84 million, indicating a decline in the company's net worth [8] Cash Flow Analysis - Net cash used in operating activities for the first half of 2025 was $3.91 million, a reduction from $8.74 million in the same period of 2024, suggesting improved cash flow management [11] - The company generated $4.63 million from investing activities, primarily from asset sales, contrasting with a net cash outflow of $1.85 million in the previous year [11] - Cash and cash equivalents at the end of the reporting period were $729.57 thousand, showing a slight increase from $728.34 thousand at the end of the previous year [11]