自美国挥舞关税大棒以来，我国部分外贸企业受到了一定冲击，与此同时，各方的帮扶举措也如"雪片般"涌向这些企业。 证券时报记者近期走访多个"出口转内销"展销会以及对接会获悉，国内大型商超、电商平台正积极帮助外贸企业拓宽内销渠道，"出口转内销""内外贸一体化"等举 措的成效初步显现。不过，帮扶仅是短期纾困下的"救急"之举，从长远看，"出口转内销"是一项系统性工程，需要外贸企业在产品适应性、品牌建设等方面开展系 统性变革，从"救急"转向常态化运营，以适应国内市场需求。 多方助力解燃眉之急 4月27日，大润发上海大宁店的一楼中庭，正在举行一场百货"外贸优品中华行"巡展销售活动，涵盖厨具、锅具、整理收纳、户外用品等商品，不少消费者正在选 购。大润发全国百货商品部总监秦聪接受证券时报记者采访时透露，因受顾客欢迎，原本计划4月25日就结束的巡展销售活动，延期到5月3日，后续还有望在大润 发其他门店开展。 秦聪向记者透露，截至4月27日，大润发自4月13日启动"外贸优品中华行"项目以来，共收到157家外贸企业的提报，目前达成意向合作的有91家，其中52家已经达成 立项合作。 京东出口转内销扶持计划深圳负责人介绍，京东预计一年投 ...

央视网消息："五一"假期将至，人们的出行意愿日渐攀升，消费市场持续火热，不断激发出消费新活力。 "火车向着景区开" 旅游热线受追捧 从车票预售情况分析，旅游热门线路受追捧。"火车向着景区开"成为新趋势。临近假期，北京、郑州、广州、新疆等地提前开行银发旅游列车。"五一"前 夕，郑州至开封间新型城际动车组列车上线运营。"五一"假期，还将有"熊猫专列""丝路号"等多个品牌旅游列车开行。同时，旅游列车还与沿线酒店、景 区、餐饮企业联动，拓展旅游消费新场景。 休渔期前 市民开启囤货模式 从5月1日12时起，东海将全面进入休渔期。许多市民在休渔期前开启"囤货"模式。在浙江宁波的一处水产摊位前，记者看到，鲳鱼、黄鱼、带鱼等海鲜一应 俱全，受到顾客的青睐。 市场工作人员表示，休渔期间，冻品海鲜、养殖类海鲜以及水产品的供应充足，可以满足市民消费需求。 为了缓解部分场馆和景区"一票难求"的情况，一些地方还通过扩容扩时等举措，来满足游客需求。在陕西，秦始皇帝陵博物院将开始检票时间由早上8:30提 前至7:00，停止检票时间由17:00推迟至19:00，门票数量日均增加1.5万张。白鹿原影视城、华清宫等多个景区自2025年4月28日 ...

Core Viewpoint - Guolian Aquatic Development Co., Ltd. reported a revenue of 3.409 billion yuan for 2024 and 813 million yuan for Q1 2025, with a net profit of 6.0284 million yuan, reflecting a year-on-year growth of 71.62% [1] Group 1: Financial Performance - In 2024, the company achieved a total revenue of 3.409 billion yuan [1] - For Q1 2025, the company reported a revenue of 813 million yuan and a net profit of 6.0284 million yuan, marking a 71.62% increase year-on-year [1] Group 2: Industry Challenges - The aquatic industry faced challenges due to a weak global economic recovery, intense competition in the downstream consumer market, and declining prices in the South American white shrimp market [1] - Despite these challenges, the company is committed to a long-term strategy focusing on food safety as a core aspect of its development [1] Group 3: Strategic Initiatives - The company is implementing a "big product strategy" with a focus on three major products that account for over 30%, 20%, and 10% of sales, respectively [1] - Guolian Aquatic is enhancing its dual circulation strategy and promoting all-channel marketing to support rural revitalization and empower farmers [1] Group 4: Food Safety and Quality Management - The company emphasizes food safety, holding various international certifications and implementing a comprehensive traceability system across the entire supply chain [2] - All products undergo low-temperature cold chain transportation and storage, ensuring health and safety from source to table [2] Group 5: Future Outlook - For 2025, the company plans to focus on core products, deepen channel networks, strengthen brand value, and enhance research and development capabilities [2]

对于2024年业绩承压的原因，根据年报，2024年，近年来，受极端天气、病害等不利因素影响，水产行 业下游养殖水产品市场持续低迷，部分水产品销售价格下行且呈波动性，鱼粉、豆粕等主要原材料价格 波动较大，水产饲料行业成本压力转移不畅，对水产饲料行业经营利润带来冲击。 粤海饲料同日披露的2025年一季度报告显示，报告期内公司实现营业收入9.33亿元，同比增长9.58%； 归母净利润-2466.87元，亏损有所收窄。 尽管2024年经营业绩面临较大挑战，但粤海饲料仍然积极应对。对于当前关税问题对粤海饲料的影响， 粤海饲料相关人士向《证券日报》记者表示，国内饲料行业近年来积极布局豆粕减量替代工作，公司也 在此浪潮下开启"低蛋白日粮技术"研发，经多年实践打磨出"三高三低"技术战略，为应对危机、推动产 业升级筑牢了根基。 本报讯(记者丁蓉见习记者张美娜) 4月29日，广东粤海饲料（001313）集团股份有限公司(以下简称"粤海饲料")披露2024年年度报告。报 告期内，2024年，公司实现营业收入59.12亿元，归母净利润-8539.20万元。 据了解，在粤海饲料董事长郑石轩近期曾多次阐释"三高三低"技术战略，强调"降低 ...

作者 | 竹子、杜康 统筹 | 杨园园 视觉 | 顾芗 进入三四月，湖北潜江的水开始不那么"安静"了。 凌晨三点，陈实（化名）和家人就已起身，拿上手电筒，穿好防水衣裤，推着小船走进了自家虾田。深 夜的气温只有几度，水中更冷，他们仿佛不受影响，熟练地抬起一个个虾笼，将笼内的小龙虾囫囵倒入 小船里。 陈实从事小龙虾养殖已经十几年，家中承包着100亩虾田。小龙虾供不应求的时节，虾贩就蹲在自家的 塘边，刚上岸的小龙虾，转头就会被收走，流向全国各地的餐馆和夜市。那时，一亩虾田最高的收入能 有约一万元。如今呢？"大部分时间自己拉去市场卖咯，价格波动也大。"陈实说道。 而距离潜江一千公里外的深圳，夜晚气温已然是舒适的十四五度，结束一天工作的人们开始呼朋唤友， 开怀畅谈。吃什么？椰子鸡、烧烤、牛肉火锅，亦或初代顶流小龙虾。 对消费者来说，最直观的感受是"贵了"，一些餐厅里一盆小龙虾动辄188、228的价格让人直接拔草；同 时，健康饮食概念与越来越多元的菜系持续影响消费决策，餐饮江湖的格局从未像当下一样善变。 而对于总产值突破4600亿的小龙虾产业来说[3]，从"宵夜王者"变成餐桌上的"可选题"，供需不断重构 下，供应链上游经 ...

Core Viewpoint - In 2024, Guolian Aquatic announced a revenue of 3.409 billion yuan, a year-on-year decline of 26.16%, with a net loss attributable to shareholders of 742 million yuan due to adverse macroeconomic conditions and low market prices for shrimp products [1] Group 1: Financial Performance - The company reported a significant revenue drop, with total revenue at 3.409 billion yuan and a net loss of 742 million yuan [1] - The decline in revenue is attributed to the weak recovery of the global economy, low prices in the South American white shrimp market, and high asset impairment provisions [1] Group 2: Market Segmentation - In 2024, domestic revenue (including Hong Kong, Macau, and Taiwan) was 2.337 billion yuan, accounting for 68.54% of total revenue, while international revenue was 1.072 billion yuan, making up 31.46% [2] - The international marketing channel saw a significant revenue increase of 7.49 billion yuan, with non-U.S. market sales growing by 34% and European market exports increasing by 60% [2] Group 3: Product Strategy and Innovation - The company implemented a "321 big product" strategy, focusing on three major products that each exceed 30%, 20%, and 10% of sales [1] - New product development for restaurant clients included over 30 new items, receiving positive feedback from customers and consumers [3] Group 4: Sales Channels - The e-commerce channel showed strong performance, with shrimp products leading sales on platforms like JD and Taobao, and a notable increase in sales of prepared dishes [2] - Collaborations with major retailers like Hema and other supermarkets resulted in significant revenue growth, with some partnerships seeing over 40% increase [3] Group 5: Future Outlook - For 2025, the company plans to continue the "321 big product" strategy, focusing on developing competitive core products with expected annual sales exceeding 500 million yuan [3] - The company aims to enhance its sales network and fill market gaps to achieve nationwide coverage [3]

Core Insights - The financial support from China Agricultural Bank's Changhai branch has enabled local aquaculture companies to overcome funding challenges and continue their operations [1][2][3] Group 1: Company Challenges and Solutions - Xingguo Jinmao faced financial difficulties due to extreme weather affecting sea cucumber farming, leading to cash flow issues [1] - The company received a rapid loan of 5 million yuan through the "Silver Guarantee Batch Loan" program, which was crucial for its deep-sea farming expansion [1] - Li Jian, a sea urchin farmer, struggled to secure funding due to income fluctuations from typhoons and lack of traditional collateral, but was able to obtain a 500,000 yuan loan using sea urchin inventory as collateral [2] Group 2: Financial Products and Impact - The "Silver Guarantee Batch Loan" and "Facility Loan" products are part of a dual approach to support small and micro enterprises in the aquaculture sector [3] - The "Silver Guarantee Batch Loan" can reach up to 10 million yuan and has already provided 44 million yuan to 12 qualified enterprises, addressing the financing challenges of companies without collateral [3] - The "Facility Loan" allows farmers to use aquaculture facilities and inventory as collateral, with a maximum credit of 2 million yuan, resulting in 1.89 billion yuan disbursed to 179 farmers this year [3]

Company Overview - Guangdong Yuehai Feed Group Co., Ltd. primarily engages in the research, production, and sales of aquatic feed, focusing on special aquatic feed products [4][8] - The company has a comprehensive range of aquatic feed products that cater to different growth stages of aquatic animals, including special and ordinary aquatic feeds [5][8] - The company is recognized as a national innovative pilot enterprise and a high-tech enterprise, ranking among the top three in the special aquatic feed industry in China [8][10] Financial Performance - In 2024, the company reported a net loss of approximately 85.39 million yuan, with the parent company's net profit at around -34.34 million yuan [27][29] - The company plans to not distribute any cash dividends for the 2024 fiscal year due to the reported losses [25][28] - The total asset impairment provision for 2024 is set at 342.72 million yuan, which will reduce the company's total profit for the year by the same amount [22][27] Industry Context - The aquatic feed industry in China is experiencing challenges due to adverse weather, diseases, and fluctuating raw material prices, leading to a decline in overall feed production and sales [11][12] - In 2024, the total output value of the national feed industry decreased by 10%, with aquatic feed production down by 3.5% to 2.26 million tons [11][12] - Despite current challenges, the demand for high-quality aquatic products is expected to grow, driven by rising consumer income and changing dietary preferences [12][10] Strategic Initiatives - The company is actively involved in social responsibility initiatives, including the "Yuehai Village" project, which aims to enhance the profitability of local farmers through innovative products and techniques [9] - The company has adopted a "three highs and three lows" technical strategy to improve product quality and efficiency, which is expected to drive industry growth [8][10] - The company has received multiple awards in 2024, highlighting its contributions to the aquatic feed industry and its commitment to innovation and quality [9]

国联水产（300094）公告，2025年第一季度营业收入8.13亿元，同比下降22.04%。净利润602.84万元， 同比增长71.62%。 ...