编辑 | 虞尔湖 出品 | 潮起网「于见专栏」 随着夏天的到来，鲅鱼、扇贝、海螺、皮皮虾等海产品正处于最肥美的状态，消费者有了口福，海鲜市场迎来销售旺 季，水产企业们开启"忙碌模式"抓紧搞钱。 上个月24日，知名海产企业獐子岛和京东超市的海参合作基地正式揭幕。通过京东平台，獐子岛优质的海参产品可以 走上更多的家庭餐桌。强强联合之下獐子岛业绩无疑将会迈向一个新台阶。 不过在刚刚过去的2024年，獐子岛却并没有交出一份靓丽的成绩单。营收15.83亿元，同比下滑5.66%；归母净利润亏损 2191.3万元，同比下降355.15%。 去年"獐子岛"品牌被认定为"中华老字号"，今年獐子岛明确表示要充分发挥老字号的品牌价值，进一步提高海洋牧场运 营质量，将产品推向全国市场。想法虽好，只是曾经深陷信任危机的獐子岛能够如愿以偿吗？ "黄海明珠"造假蒙尘 现在提起獐子岛，很多年轻人都知道它是东北的"马尔代夫"，海水清澈见底，景色宜人，旅游资源极佳。对于老股民 来说，獐子岛更是如雷贯耳，因为"水产第一股"也坐落在这座被誉为"黄海明珠"的岛屿群上。 2006年獐子岛在深交所敲钟挂牌，凭借优异的地理环境，其水产生意蒸蒸日上，特别是虾 ...

Core Insights - The Chinese crayfish industry is experiencing significant growth, with the market revenue reaching 52,890 billion yuan in 2023, marking a year-on-year increase of 20.4% [4] - The crayfish consumption peak occurs from April to August, primarily during dinner and late-night snack times, highlighting its social and leisure attributes [4] - The crayfish industry chain consists of upstream farming and fishing, midstream processing and retail, and downstream dining consumption, with processing being a crucial link [2] Industry Overview - Crayfish, scientifically known as Procambarus clarkii, originated from Louisiana, USA, and was introduced to China in the late 1920s [2] - Crayfish can be categorized into green and red varieties, with differences in shell thickness and taste [2] Market Dynamics - The crayfish processing sector is vital for connecting farming and retail, with companies investing heavily in processing facilities to produce frozen and seasoned products for both domestic and international markets [2] - The report by Huajing Industry Research Institute aims to provide a comprehensive analysis of the crayfish industry's development status and future trends, utilizing both quantitative and qualitative research methods [6] Future Projections - The report titled "2025-2031 China Crayfish Industry Market Deep Analysis and Investment Outlook" will explore market trends, competitive landscape, and key enterprises in the crayfish sector [6][8]

Core Insights - The market for crayfish is experiencing a significant price drop due to stable supply and increased consumer demand for home cooking and dining out [1][2] - The wholesale price of crayfish has decreased from approximately 30 yuan per jin to about 13 yuan per jin, with larger sizes also seeing substantial declines [1] - The crayfish industry is evolving towards higher quality, branding, and standardization, with companies exploring deep processing and ready-to-eat meals to expand market space [3] Price Dynamics - The increase in crayfish farming area and production has led to a significant rise in market supply, contributing to the price decline [2] - Seasonal factors play a crucial role, with April to June being peak harvest months, resulting in lower prices, while prices tend to rise in the fall when supply decreases [2] Industry Challenges - Crayfish restaurants are facing challenges due to lower procurement costs, leading to increased competition and potential profit margin erosion [2] - Many restaurants are diversifying their menus and reducing the proportion of crayfish dishes to adapt to the changing market dynamics [2] Consumer Trends - The crayfish industry has developed over 20 years, with significant growth in production from 51,600 tons in 2003 to 3.161 million tons in 2023 [5] - Crayfish has become a staple in various dining settings, with its versatility allowing it to be featured in numerous dishes and cuisines [7][12] Market Position - Crayfish is increasingly recognized as a significant component of Chinese cuisine, with some suggesting it has become the "ninth major cuisine" in China [12][13] - The demand for crayfish is comparable to that of beef and lamb, with projected production levels indicating its importance in the food supply [12] Innovation and Adaptation - Restaurants are creatively incorporating crayfish into diverse culinary offerings, including fusion dishes and unique flavor profiles [15][16] - E-commerce platforms are also capitalizing on the crayfish market, offering fresh products with added value through cooking guides and recipes [17][18] Global Perspective - The crayfish market is not only thriving domestically but also has potential for international exports, with products reaching countries like Denmark, Sweden, and Germany [19] - The crayfish phenomenon reflects a broader trend in global food consumption, positioning it as a core ingredient alongside traditional proteins [19]

Core Points - The UK and India have signed the Comprehensive Economic Partnership Agreement (CEPA), marking a significant bilateral trade agreement post-Brexit [1][2] - The agreement covers 12 areas including goods trade, service market access, and investment protection, indicating a shift from traditional Commonwealth ties to a strategic partnership for the 21st century [1] Group 1: Trade Benefits - UK industries benefit from reduced tariffs, with Scotch whisky tariffs halved from 150% to 75%, expected to add £1.2 billion in annual exports [1] - High-end automotive tariffs drop from 100% to 10% with a quota of 20,000 vehicles per year, prompting increased production of electric SUVs by UK manufacturers [1] - Indian textile tariffs reduced from 12% to 5%, saving the industry £370 million annually and potentially increasing exports to the UK by 22% [1][2] - Tariffs on frozen shrimp reduced from 20% to 8%, leading to new cold chain routes for exports from Kerala [1] Group 2: Professional Services and Digital Trade - The UK opens its legal, accounting, and education sectors to Indian firms, potentially creating 50,000 new jobs [2] - India allows UK law firms to participate in international arbitration, breaking local monopolies [2] - A "digital trade corridor" is established, facilitating mutual recognition of data localization rules and easing cross-border operations for fintech companies [2] Group 3: Strategic Implications - The agreement is positioned as a benchmark for "Globalization 2.0," emphasizing free trade amidst rising protectionism [2] - The inclusion of "Indo-Pacific Economic Corridor" cooperation in the agreement supports India's goal of achieving $1 trillion in exports by contributing an additional 15% [2] - The partnership reflects a response to global economic challenges, showcasing collaboration between two major economies [3]

Group 1 - Four companies involved in the "water-retaining shrimp" scandal have had their food production licenses revoked and have been fined over 8 million yuan [1][3] - The companies are Zhanjiang Baohui Aquatic Products Co., Zhanjiang Liangji Frozen Food Co., Zhanjiang Shangfangzhou Food Co., and Zhanjiang Zhongqing Ocean Products Co. [1][3] - The use of phosphates in shrimp products exceeded the national safety standards, with Baohui's shrimp containing 7.57 grams of phosphates per kilogram, 51.4% over the limit, and Liangji's shrimp containing 12.5 grams, 145% over the limit [1][3] Group 2 - Companies have been found to use water-retaining agents and ice packaging to increase the weight of shrimp, with claims that 100 pounds of shrimp can be increased to 124 pounds [2] - The regulatory actions include a five-year ban on applying for food production licenses for the involved companies [3][4] - Specific penalties include fines and confiscation of illegal profits, with Baohui fined over 2.12 million yuan and Liangji fined over 1.28 million yuan for violations [3][4]

证券代码：001313 证券简称：粤海饲料 广东粤海饲料集团股份有限公司 投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 | | | --- | --- | --- | | 投资者关系活 | 业绩说明会 媒体采访 |  | | 动类别 | 新闻发布会 路演活动 | | | | 现场参观 其他 | | | 参与单位名称 | 公司采用网络远程方式进行，面向全体投资者 | | | 及人员姓名 | | | | 时间 | 2025 年 5 月 7 日 15:00-17:00 | | | | 公司通过东方财富路演平台 | | | 地点 | （http://roadshow.eastmoney.com/luyan/4698096）采用网络远程方式召开 | | | | 本次业绩说明会 | | | 上市公司接待 | 董事长、总经理：郑石轩先生；常务副总经理：郑会方先生；副总经理、 | | | 人员姓名 | 董事会秘书：冯明珍女士；副总经理、财务总监：林冬梅女士；独立董 | | | | 事：张程女士；保荐代表人：李兴刚先生。 | | | | 1、请问郑董事长，公司一季度饲料产品销售 ...

为拓展大湖镇生蚝养殖产业潜力，帮扶工作队近期深入养殖一线调研，协同推动生蚝产业全 链条升级，近日安排科技特派员团队与村委干部进行沟通、建立联系，为后续提供技术指导 及品质检测服务，探索生蚝深加工技术路径提出技术支撑，从而通过链接科研资源，推动生 蚝产品附加值提升，助力打造区域特色品牌。 深圳驻海丰县大湖镇帮镇扶村工作队以科技兴农为核心抓手，深化与仲恺农业工程学院、广 东省科学院科技特派员团队合作，聚焦水产养殖、特色种植及生蚝深加工等产业升级，持续 推动大湖镇农业向智能化、绿色化、高质化转型，为乡村振兴注入强劲动能。 大湖镇帮扶工作队联合科技特派员团队，与汕尾市裕海农业科技有限公司深度合作，成功实 现"基于5G和人工智能的鲈鱼摄食行为识别装置"技术成果转化，旨在通过数字技术引领水 产养殖革新。近日再次深入该企业，调研技术应用成果，并围绕水质参数在线检测与循环水 养殖技术展开深度研讨，计划构建 "水质监测 + 生态循环" 一体化智慧养殖体系，为水产养 殖打造可复制的智慧化样本。 针对大湖镇柚子产业面临的黄龙病威胁，帮扶工作队依托科技特派员团队，持续开展专项防 治培训与跟踪干预，推广生物防治技术，有效降低病害风险。 ...

5月7日，据东方财经消息，今年央视315晚会曝光了保水虾仁问题，其中多家公司被点名。 天眼查深度风险信息显示，近日，315曝光的多家保水虾仁涉事公司因生产超限量使用食品添加剂的食 品，被市场监管部门没收涉案虾仁并进行处罚。 其中，湛江宝辉水产有限公司被没收违法所得6290元，罚款212.3万余元，并吊销食品生产许可证； | | | 都在用的商业而间工具 | 新公司 麦电板 面风险 亚关系 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原中小公(2)第二十年全国下机构 | 理工出席水产有限公司 | o 天服一下 | 船 应用,合作通通,企业吸产品, 查开通会员, ▲ 超级 .. ▼ | | | | 基本信息 60 | | ●天眼查 行政处罚详情 | | | × | 历史信息 19 (7) | | | 行政处罚 1 历史行政处 | | | | | 日常日 | 一天就台 | | | | | 处罚名称 | | | | | | | | | 决定书文号 | 葛霞市监执法三处罚 [2026] 11号 | 外罚事由 | 生产超限量使用食品漆 ...

本站讯 近日，江西省水利厅举办以"创新驱动·绿色发展——共筑江西涉水、节水产业新生态"为主题的 第十九期"水之韵"沙龙活动，邀请中国工程院院士马军作《城乡供水产业链构建与发展思考》主旨报 告。厅党组书记、厅长罗传彬出席并作总结讲话。 特邀专家、嘉宾及参会代表围绕沙龙活动主题，立足江西实际和工作实践进行了交流发言，就江西省涉 水新型产业链发展的弱项与堵点进行了阐述，探讨了推进产业链发展的着力点、发展动力与产业发展机 遇等，旨在进一步解放思想，开阔视野，共同助推江西省涉水新型产业高质量发展。 罗传彬充分肯定此次沙龙活动既有院士专家的精彩报告，又有相关企业、高校的经验分享，还有行政机 关代表的中肯发言，用沙龙形式探讨一个具体问题，思想充分碰撞，很好启发了推动涉水新型产业链工 作方面的思考。他指出，涉水新型产业链的高质量发展要秉持"政府引导，企业主体，多方联动"的发展 理念，要通过相互联动来有效推动江西省涉水新型产业链不断地改进、完善与发展。 罗传彬要求，要以沙龙活动为新起点，携手共进，描绘江西涉水节水产业高质量发展的美好画卷。一是 要提高站位，锚定江西涉水事业高质量发展的历史方位。牢记"国之大者"，扛起政治责任，以 ...

中国水产苗种行业市场规模测算逻 辑模型 头豹词条报告系列 王煜昆 2. 水产苗种产值 P4 | 水产苗种产值:（结论=A-B-C-D-E） 水产苗种产值:（结论=A-B-C-D-E） | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 年份 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | 数据(百亿元) | 6.81 | 6.64 | 6.58 | 6.93 | 7.42 | 7.57 | 7.72 | 7.88 | 8.03 | 8.18 | 8.36 | 水产苗种行业规模 | 1. 水产苗种产值 | (结论图) | P3 | | --- | --- | --- | | 2. 水产苗种产值 | | P4 | | 3. 渔业总产值 | | P5 | | 4. 海水养殖产值 | | P6 | | 5. 淡水养殖产值 | | P7 | | 6. ...