本次财报公布的各项数据指标表现一般。其中，毛利率20.13%，同比增47.9%，净利率3.6%，同比增 1.94%，销售费用、管理费用、财务费用总计1.26亿元，三费占营收比17.72%，同比增31.55%，每股净 资产2.34元，同比增0.96%，每股经营性现金流0.04元，同比减64.02%，每股收益0.02元，同比减8.65% 业务评价：公司去年的ROIC为2.74%，历来资本回报率不强。去年的净利率为3.23%，算上全部成本 后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司近10年来中位数ROIC为2.78%，中 位投资回报较弱，其中最惨年份2015年的ROIC为2.13%，投资回报一般。公司历史上的财报非常一般。 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 7.83亿 | 7.11亿 | -9.18% | | 归母净利润(元) | 2698.41万 | 2462.47万 | -8.74% | | 扣非净利润(元) | 615.17万 | 1944.93万 | 216.16% | | 货币 ...

Core Insights - The company reported a main revenue of 156 million yuan for the first half of 2025, showing a year-on-year increase of 0.34% [1] - The net profit attributable to shareholders was -71.01 million yuan, a significant decline of 71.23% year-on-year [1] - The non-recurring net profit was -74.38 million yuan, down 57.25% compared to the previous year [1] Financial Performance - In Q2 2025, the company achieved a single-quarter main revenue of 80.77 million yuan, which is a decrease of 9.12% year-on-year [1] - The single-quarter net profit attributable to shareholders for Q2 2025 was -48.91 million yuan, reflecting an 80.61% decline year-on-year [1][4] - The single-quarter non-recurring net profit for Q2 2025 was -49.70 million yuan, down 62.34% year-on-year [1][4] Profitability Metrics - The company's debt ratio stood at 18.53% [1] - Investment income was recorded at -0.04 million yuan, with financial expenses amounting to 1.32 million yuan [1] - The gross profit margin was -0.92%, indicating a year-on-year decrease of 106.53% [7] Earnings Per Share - Earnings per share were reported at -0.04 yuan, a 100% decline year-on-year [7] - The company’s operating cash flow per share was -0.03 yuan, showing an increase of 41.53% year-on-year [7] Shareholder Information - The largest shareholder is Shenzhen Qianhai Guoyuan Private Securities Fund Management Co., Ltd., holding 200 million yuan, which accounts for 12.92% of shares [11] - Other significant shareholders include Yantai Zhengda Urban Construction Development Co., Ltd. with 67.20 million yuan (4.43%) and Shandong Dongfang Ocean Technology Co., Ltd. with 48.14 million yuan (3.17%) [11]

Core Viewpoint - The joint opinion issued by six ministries aims to combat illegal fishing activities and enhance the management of foreign fishing vessels in Chinese ports, emphasizing the importance of sustainable fishery resource utilization and international cooperation in fisheries governance [1][2]. Group 1: Regulatory Measures - The opinion mandates strict implementation of port entry reviews, the publication of designated port lists, and the specification of controlled vessel ranges, including vessel entry reporting and the rejection of illegal vessels [2]. - It outlines the need for standardized port state inspections, fair vessel checks, and the provision of port services while severely punishing violations [2]. - The document emphasizes the enhancement of compliance monitoring capabilities and the management of Chinese-flagged vessels to protect their legal rights [2]. Group 2: International Cooperation - The opinion highlights the importance of actively participating in global fisheries governance and strengthening international cooperation in fisheries law enforcement [1][2]. - It underscores the commitment to the Port State Measures Agreement, a key international document in combating illegal fishing, which China officially joined on April 16, 2025 [2].

Group 1 - The company reported a revenue of 156,041,607.30 yuan for the first half of 2025, representing a year-on-year growth of 0.34% [2] - The net profit attributable to shareholders of the listed company was -71,014,445.28 yuan [2]

2025年8月28日，好当家(600467.SH)发布2025年半年度报告。截至2025年8月27日，共有2个机构投资者 披露持有好当家A股股份，合计持股量达5.77亿股，占好当家总股本的39.53%。其中，机构投资者包括 好当家集团有限公司、UBS AG，机构投资者合计持股比例达39.53%。相较于上一季度，机构持股比例 合计下跌了0.23个百分点。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 ...

Group 1 - The company reported a revenue of 156 million yuan for the first half of 2025, representing a year-on-year growth of 0.34% [1] - The net loss attributable to shareholders of the listed company was 71.0144 million yuan, with a net loss of 74.3831 million yuan after deducting non-recurring gains and losses [1] - The basic loss per share was 0.04 yuan [1]

Group 1 - The company, Dongfang Ocean (002086.SZ), reported a revenue of 156 million yuan for the first half of 2025, representing a year-on-year growth of 0.34% [1] - The net profit attributable to shareholders of the listed company was -71.01 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -74.38 million yuan [1] - The basic earnings per share were -0.04 yuan [1]

Group 1: Agricultural Practices in Chengwu County - Chengwu County in Shandong is a significant garlic production area, with garlic-corn rotation being an important planting model [1] - Currently, 100,000 acres of post-garlic corn are maturing, and harvesting is underway [3] - By 2025, 40,000 acres of post-garlic corn will adopt the "grain and feed dual harvest" model, which allows for simultaneous corn harvesting and straw processing into feed [1][5] Group 2: Economic and Environmental Benefits - The "grain and feed dual harvest" model is expected to reduce planting costs related to grain harvesting and straw management while addressing environmental issues caused by improper straw disposal [7] - This model enhances economic benefits for enterprises and increases farmers' income [7] - Due to favorable summer weather conditions, overall corn yields for farmers are expected to exceed previous years [9] Group 3: Other Agricultural Developments - In Xinjiang's Manas County, grape harvesting is taking place, with local farmers encouraged to develop the grape industry through a "farmer + cooperative + base" model [15] - In Fujian's Fuding City, over 8,800 acres of clam farming are being harvested using a "periodic planning + mixed species farming" model, which promotes resource efficiency and boosts local income [16][19] - The clam industry, combined with other seafood revenues from the "one pond, multiple harvests" approach, has become a vital pillar for rural revitalization [19]

证券之星消息，8月28日渔业板块较上一交易日下跌2.07%，国联水产领跌。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。渔业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002069 | 獐子鸟 | 4.32 | 0.47% | 12.12万 | 5193.92万 | | 600467 | 好当家 | 2.39 | -0.42% | 58.41万 | 1.40 Z | | 600097 | 开创国际 | 11.14 | -0.54% | 6.75万 | 7478.29万 | | 000798 | 中水渔业 | 8.04 | -1.11% | 9.59万 | 7662.93万 | | 600257 | 大湖股份 | 5.46 | -1.62% | 23.37万 | 1.28亿 | | 300094 | 国联水产 | 3.74 | -6.97% | 170.77万 | 6.35 亿 | 从资金流向上来看，当日渔业板块主力资金 ...

Core Viewpoint - The article highlights the transformation of Nanmen Bay in Dongshan Island, Fujian, from a traditional fishing area to a modern marine economy hub, integrating high-tech aquaculture with cultural tourism. Group 1: Tourism Development - Nanmen Bay has become a popular tourist destination, known for its clear waters and unique scenery, attracting visitors for night fishing experiences and cultural activities [3][5] - The area features creative cultural shops offering handmade products and innovative AR technology experiences, enhancing visitor engagement [8] - The restoration of historical sites, such as the Dongshan County Library, has turned them into cultural hubs, blending traditional architecture with modern uses [12][22] Group 2: Marine Economy - Nanmen Bay is rich in marine resources, with a focus on high-tech aquaculture and cultural tourism, creating a comprehensive marine economy [27][30] - The local industry has developed around the farming of Balang fish, which has a market price of approximately 60 yuan per pound, significantly higher than wild fish [27] - The total aquatic product output in Dongshan County is projected to reach 491,100 tons by 2024, showcasing the growth of the marine economy [29]