Core Viewpoint - The fishery sector experienced a decline of 2.59% on January 15, with major stocks like Dahu Co. leading the drop, while the overall market showed mixed results with the Shanghai Composite Index down 0.33% and the Shenzhen Component Index up 0.41% [1] Group 1: Market Performance - The fishery sector's decline was led by Dahu Co., which fell by 4.52% to a closing price of 6.97 [1] - Other notable declines included Zhongshui Fishery down 3.69% and Guolian Aquatic down 4.06% [1] - The overall trading volume for the fishery sector was significant, with Dahu Co. recording a transaction amount of 274 million yuan [1] Group 2: Capital Flow - The fishery sector saw a net outflow of 76.88 million yuan from main funds, while retail investors contributed a net inflow of 102 million yuan [1] - Individual stocks like Zhongshui Fishery and Guolian Aquatic experienced substantial net outflows from main funds, amounting to 27.80 million yuan and 37.56 million yuan respectively [2] - Retail investors showed a strong interest in stocks like Dahu Co. and Zhongshui Fishery, with net inflows of 21.40 million yuan and 39.81 million yuan respectively [2]

Core Viewpoint - South Korea's Ministry of Oceans and Fisheries projects that the country's total seafood export value will reach $3.33 billion in 2025, representing a year-on-year increase of 9.7%, marking a historical high [1] Group 1: Export Performance - The export value of seaweed is expected to be $1.13 billion, with a year-on-year increase of 13.7% [1] - Mackerel exports are projected to reach $200 million, showing a significant year-on-year increase of 128.8% [1] - Squid exports are anticipated to be $110 million, reflecting a year-on-year increase of 48.7% [1] Group 2: Export Destinations - Exports to Japan are expected to total $680 million, with a year-on-year growth of 3.1% [1] - Exports to China are projected at $620 million, indicating a year-on-year increase of 8% [1] - Exports to the United States are anticipated to reach $520 million, showing a year-on-year growth of 9% [1]

韩国政府周四公布的数据显示，2025年韩国海鲜产品出口额达到创纪录的33.3亿美元，得益于海外对干 海藻产品需求的不断增长。 这一数字较 2024 年的 30.3 亿美元增长了 9.7%。 韩国出口的干海藻的销售额同比增长了 13.7%，达到创纪录的 11.3 亿美元，得益于海外市场的强劲需 求。 鲭鱼的出口量猛增 128.8%，达到 2 亿美元；鱿鱼的出口量也大幅增长 48.7%，达到 1.1 亿美元。 按目的地来看，2025 年对美国海产品出口额同比增长 9%，达到 5.2 亿美元。对日本的出口额增长了 3.1%，达到 6.8 亿美元；而对中国的出口额则增长了 8%，达到 6.2 亿美元。 责任编辑：于健 SF069 韩国政府周四公布的数据显示，2025年韩国海鲜产品出口额达到创纪录的33.3亿美元，得益于海外对干 海藻产品需求的不断增长。 这一数字较 2024 年的 30.3 亿美元增长了 9.7%。 韩国出口的干海藻的销售额同比增长了 13.7%，达到创纪录的 11.3 亿美元，得益于海外市场的强劲需 求。 鲭鱼的出口量猛增 128.8%，达到 2 亿美元；鱿鱼的出口量也大幅增长 48.7%，达到 1 ...

Core Viewpoint - The "14th Five-Year Plan" emphasizes strengthening food security and enhancing the supply capacity of important agricultural products, with a focus on technological innovation and land management as key strategies for agricultural development across various provinces [1][2]. Group 1: Food Security and Agricultural Production - Food security is identified as a national priority, with the "14th Five-Year Plan" proposing a new round of actions to increase grain production capacity by 100 billion jin [2]. - Provinces like Heilongjiang aim to achieve a grain output of 1640.1 billion jin by 2025, with a target of 2000 billion jin by 2030 [2]. - Each province has specific goals, such as Jilin focusing on maintaining national food security and Shandong on building a higher-level grain storage system [2]. Group 2: Technological Innovation - Technological innovation is highlighted as a core driver for enhancing agricultural production capacity and quality, addressing critical issues in seed technology and promoting smart machinery and agricultural big data applications [3][4]. - Various provinces are implementing seed industry revitalization actions, with initiatives to establish breeding centers and promote advanced agricultural technologies [4][5]. Group 3: Land Management and Agricultural Infrastructure - High-standard farmland construction is a key focus for ensuring food security during the "14th Five-Year Plan," with multiple provinces outlining specific measures for land protection and quality improvement [6]. - The development of a diversified food supply system is emphasized, with provinces proposing targeted actions to enhance livestock, aquaculture, and specialty agricultural sectors [6]. Group 4: Agricultural Industry Upgrading - The "14th Five-Year Plan" encourages the upgrading of agricultural industries and the development of specialty products, with provinces like Jilin and Henan prioritizing modern agricultural practices and the integration of various agricultural sectors [8][9]. - There is a strong emphasis on extending industrial chains, improving agricultural product processing, and enhancing logistics and storage infrastructure to facilitate market access [9]. Group 5: Regional Differentiation and Consumer Demand - Agricultural development strategies should be tailored to local resource endowments, with a focus on consumer demand to strengthen local specialty industries [7][9]. - The plan advocates for the development of organic food and convenience food industries to meet changing consumer preferences, particularly among younger demographics [7].

Core Viewpoint - The collaboration between Beijing and the Xing'an League has significantly contributed to rural revitalization and economic development in the region, showcasing a successful model of inter-regional cooperation and resource sharing [4][5][15]. Group 1: Economic Development and Investment - Since the initiation of the Beijing-Xing'an collaboration in 2017, a total of 2.7 billion yuan has been invested in various projects, resulting in 982 implemented projects across multiple sectors including industry cultivation, consumption promotion, employment support, talent exchange, and cultural tourism integration [5][8]. - The collaboration has led to the establishment of key projects such as the Alshan Deer Horn Bay Hot Spring Resort and the Zhalai Nuoer Beef Industry Cluster, which have bolstered local economies and created significant employment opportunities [8][15]. - The tourism sector in Alshan has seen a remarkable increase, with 6.14 million visitors and total tourism revenue reaching 7.68 billion yuan from January to October 2025, marking substantial year-on-year growth [6][8]. Group 2: Agricultural and Seafood Development - The collaboration has also focused on modern facility aquaculture, with an investment of 20.4 million yuan supporting the establishment of a seafood farming project in the Keshiketeng Banner, which is expected to fill local industry gaps and provide fresh seafood to the market [7][8]. - The Xing'an League has successfully developed a comprehensive agricultural product marketing strategy, resulting in 7.3 million tons of rice sold in Beijing, generating sales of 1 billion yuan, and establishing a pathway for agricultural product upgrades [10][12]. Group 3: Employment and Skills Training - The collaboration has facilitated the creation of 51,000 job opportunities through various recruitment events and skills training programs, significantly enhancing local employment rates [11][12]. - A total of 2,769 rural laborers have received targeted skills training, contributing to the development of labor brands such as "Xing'an Housekeeping" and "Tuqian Welder" [12][13]. Group 4: Education and Healthcare - The partnership has led to the integration of educational resources, with 652 Beijing support personnel aiding in the development of 160 local schools, benefiting over 50,000 students [13][15]. - In healthcare, 389 Beijing medical experts have provided assistance to local hospitals, enhancing the quality of medical services and establishing a sustainable healthcare workforce in the region [13][15]. Group 5: Cultural and Tourism Integration - The collaboration has promoted cultural tourism by developing attractive rural areas and creating a comprehensive tourism route that has gained recognition and increased visitor numbers [14][15]. - Various promotional activities have been conducted to enhance the visibility of Xing'an products in major markets, resulting in significant sales and partnerships with businesses in Beijing [10][15].

Core Viewpoint - The "14th Five-Year Plan" emphasizes strengthening food security and enhancing the supply capacity of important agricultural products, with a focus on technological innovation and land management as key strategies for agricultural development [2][3]. Group 1: Food Security and Agricultural Production - Food security is identified as a national priority, with the plan to implement a new round of actions to increase grain production capacity by 100 billion jin [3]. - Various provinces have set specific goals for grain production, such as Heilongjiang aiming for a total grain output of 1640.1 billion jin by 2025 and striving for 2000 billion jin by 2030 [3]. - Each province's plan highlights the importance of enhancing agricultural production capacity and quality, with specific tasks assigned to regions based on their agricultural strengths [3]. Group 2: Technological Innovation - Technological innovation is positioned as the core driver for improving agricultural production capacity and ensuring food security, focusing on overcoming challenges in seed technology and promoting smart agricultural machinery and big data applications [4][5]. - Provinces like Inner Mongolia and Jilin are implementing actions to revitalize the seed industry and enhance breeding technologies, while also focusing on smart machinery development [5][6]. Group 3: Differentiated Development Strategies - Different regions are encouraged to adopt differentiated development paths based on local resource endowments, with a focus on enhancing local agricultural characteristics and consumer demand [6][7]. - The plans emphasize the need for a diversified food supply system, integrating various agricultural sectors such as livestock, aquaculture, and specialty crops [7][8]. Group 4: Agricultural Industry Upgrading - Many provinces are prioritizing the upgrading of agricultural industries and the development of specialty products, with initiatives to enhance modern agricultural practices and promote local specialties [8][9]. - For instance, Shandong and Fujian are focusing on integrating agriculture with other industries and enhancing brand influence for local agricultural products [9][10]. Group 5: Infrastructure and Supply Chain - The plans call for improvements in infrastructure, such as cold chain logistics and storage facilities, to enhance the agricultural supply chain and avoid oversaturation of primary agricultural products in the market [9][10]. - Strengthening the entire agricultural value chain is essential for promoting industry clustering and ensuring efficient production and distribution [10].

2025年1—12月，公司鳗鱼累计出池约18669.89吨，其中外销约9829.91吨，自用约8839.98吨，鳗鱼出池 规格主要在1P—5P之间，销售价格区间为5万元/吨—13万元/吨。 人民财讯1月14日电，天马科技（603668）1月14日公告，2025年12月，公司鳗鱼出池约2254.02吨，其 中外销约1131.24吨，自用约1122.78吨，鳗鱼出池规格主要在1P—5P之间，销售价格区间为5.1万元/吨 —9.1万元/吨。 ...

格隆汇1月14日丨天马科技(603668.SH)公布，2025年12月，公司鳗鱼出池约2254.02吨，其中外销约 1131.24吨，自用约1122.78吨，本月鳗鱼出池规格主要在1P-5P之间，销售价格区间为5.1万元/吨-9.1万 元/吨。 2025年1-12月，公司鳗鱼累计出池约18669.89吨，其中外销约9,829.91吨，自用约8,839.98吨，本期鳗鱼 出池规格主要在1P-5P之间，销售价格区间为5.0万元/吨-13.0万元/吨。 ...

格隆汇1月14日丨天马科技(603668.SH)公布，2025年12月，公司鳗鱼出池约2254.02吨，其中外销约 1131.24吨，自用约1122.78吨，本月鳗鱼出池规格主要在1P-5P之间，销售价格区间为5.1万元/吨-9.1万 元/吨。 2025年1-12月，公司鳗鱼累计出池约18669.89吨，其中外销约9,829.91吨，自用约8,839.98吨，本期鳗鱼 出池规格主要在1P-5P之间，销售价格区间为5.0万元/吨-13.0万元/吨。 ...

Core Viewpoint - The fishery sector experienced a decline of 0.28% on January 14, with Zhongshui Fisheries leading the drop, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The closing price of Dahu Co. was 7.30, with an increase of 1.53% and a trading volume of 724,500 shares, amounting to a transaction value of 542 million yuan [1] - Haodangjia closed at 2.66, down by 0.37%, with a trading volume of 838,800 shares and a transaction value of 2.247 million yuan [1] - Guolian Aquatic Products closed at 3.94, down by 0.51%, with a trading volume of 1,455,800 shares and a transaction value of 579 million yuan [1] - Kaichuang International closed at 11.72, down by 0.51%, with a trading volume of 104,100 shares and a transaction value of 122 million yuan [1] - Zhangzidao closed at 3.77, down by 0.53%, with a trading volume of 170,000 shares and a transaction value of 64.44 million yuan [1] - Zhongshui Fisheries closed at 11.38, down by 1.13%, with a trading volume of 327,500 shares and a transaction value of 374 million yuan [1] Group 2: Capital Flow - The fishery sector saw a net outflow of 225 million yuan from main funds, while retail investors contributed a net inflow of 154 million yuan [1] - The main fund net inflow for Zhangzidao was -2.8093 million yuan, with a retail net inflow of 4.6675 million yuan [2] - Haodangjia experienced a main fund net outflow of -2.8886 million yuan, with a retail net inflow of 11.2071 million yuan [2] - Kaichuang International had a main fund net outflow of -13.4641 million yuan, with a retail net inflow of 9.3837 million yuan [2] - Dahu Co. faced a main fund net outflow of -20.0915 million yuan, with a retail net outflow of -21.7751 million yuan [2] - Zhongshui Fisheries had a significant main fund net outflow of -60.008 million yuan, while retail investors contributed a net inflow of 59.5947 million yuan [2] - Guolian Aquatic Products saw a main fund net outflow of -12.67 million yuan, with a retail net inflow of 90.916 million yuan [2]