12月25日，中水渔业涨5.58%，截至发稿，报11.92元/股，成交4.16亿元，换手率9.96%，总市值43.61亿 元。 招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年191天，现任基金资产总规模212.47亿元，任职期间最佳基金回报 271.58%， 任职期间最差基金回报-70.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，中水集团远洋股份有限公司位于北京市丰台区南四环西路188号十八区19号楼1至11层101内 10层，成立日期1998年1月19日，上市日期1998年2月12日，公司主营业务涉及远洋捕捞、修船等。主营 业务收入构成为：渔业服务36.88%，零售及加工贸易20.73%，鱿鱼16.99%，金枪鱼15.92%，其它渔获 物9.39%，其他0.09%。 从中水渔业十大流通股东角度 数据显示，招商基金旗下1只基金位居中水渔业十大流通股东。招商量化精选股票发起式A（0019 ...

Group 1 - The core point of the article highlights the paradox of increasing rare earth exports from China to Japan despite the deteriorating political relations between the two countries, with November exports reaching a historical high of 304 tons [1][4] - The increase in rare earth exports is attributed to the lag in trade processes and approvals, with many orders likely approved before the political tensions escalated [3][4] - Japan is facing a looming rare earth shortage, as the current data does not accurately reflect future availability, and domestic companies have already issued warnings about supply constraints [4][5] Group 2 - Japan's recent international actions, particularly regarding nuclear weapons, have drawn criticism and concern, as government officials have expressed a need for nuclear capabilities citing security threats from neighboring countries [7][9] - The U.S. has publicly criticized Japan's nuclear ambitions, emphasizing that allowing Japan to possess nuclear weapons would destabilize global peace and undermine U.S. control over the region [9][11] - The Japanese government's stance on nuclear weapons reflects underlying ambitions but has not garnered international support, raising questions about the sustainability of the current administration under public and international pressure [11]

Core Viewpoint - Nanhai District in Foshan is advancing its high-level fishery development, aiming to establish itself as a national benchmark in the industry through various projects and initiatives [1][4][6]. Group 1: Industry Development - Nanhai has built a leading freshwater fish farming area, fry breeding center, and processing and distribution center, contributing to a fishery output value exceeding 60 billion yuan in the first three quarters [3][8][11]. - The district's freshwater aquaculture area spans 139,000 acres, with a projected fishery output of 224,800 tons and a value exceeding 6 billion yuan in 2024, and an expected output of over 230,000 tons and a value of approximately 6.6 billion yuan in 2025 [11][12]. - Nanhai is recognized as a hub for high-value fish species, with over 50% of the province's high-value fish transported from the area, and it accounts for 60% of the national distribution of certain fish species [17][18]. Group 2: Technological and Strategic Initiatives - The district is focusing on the standardization, digitalization, and intelligent transformation of its fishery sector, supported by the establishment of a national-level healthy breeding demonstration area and a modern agricultural industrial park [13][15]. - A significant collaboration was formed with a team from the Chinese Academy of Sciences to create an academic workstation for fish breeding, enhancing the selection of new varieties and accelerating the transformation of the fishery sector [28][30][34]. - Nanhai has become the largest freshwater fish fry breeding center in the country, producing 198.5 billion high-quality fry annually, which constitutes one-seventh of the national output [35][36]. Group 3: Economic Impact and Future Plans - The district's agricultural and fishery sectors are interconnected, promoting a diversified food supply system to meet the protein needs of the population [21][23]. - The total aquatic product output for Foshan city reached 633,600 tons, with a fishery output value surpassing 16.9 billion yuan, highlighting the economic significance of the fishery industry in the region [25][26]. - Nanhai is implementing a three-year work plan to enhance the quality of the fishery industry, aiming to introduce at least 10 new freshwater fish brands and achieve a fry output of over 180 billion [38][41]. Group 4: Collaborative Efforts and Community Engagement - Over 30 projects were signed and announced during the high-level fishery promotion meeting, covering various sectors including breeding, cultivation, processing, and financial services [42][46]. - The district is leveraging media resources to enhance the value of the fishery industry, aiming to expand market access and promote the cultural narrative of Nanhai's fishery sector [80][82]. - The establishment of the Nanhai Aquatic Research Center will support research, disease prevention, and financial services, marking a new phase in technological innovation within the fishery sector [76][78].

Core Viewpoint - The fishery sector experienced a rise of 1.41% on December 24, with "Hao Dang Jia" leading the gains, while the Shanghai Composite Index and Shenzhen Component Index also saw increases of 0.53% and 0.88% respectively [1] Group 1: Market Performance - The closing price of "Hao Dang Jia" was 2.80, reflecting a gain of 5.26% with a trading volume of 2.2837 million shares and a transaction value of 640 million yuan [1] - "Zhong Shui Yu Ye" closed at 11.29, up by 1.62%, with a trading volume of 474,700 shares and a transaction value of 53.617 million yuan [1] - "Guo Lian Shui Chan" closed at 3.81, increasing by 1.33%, with a trading volume of 1.4308 million shares and a transaction value of 54.7 million yuan [1] - "Kai Chuang Guo Ji" closed at 11.63, up by 0.95%, with a trading volume of 53,800 shares and a transaction value of 62.5581 million yuan [1] - "Zhang Zi Dao" closed at 3.85, increasing by 0.79%, with a trading volume of 130,600 shares and a transaction value of 50.3525 million yuan [1] - "Da Hu Gu Fen" closed at 6.20, down by 2.67%, with a trading volume of 213,700 shares and a transaction value of 134 million yuan [1] Group 2: Capital Flow - The fishery sector saw a net inflow of 113 million yuan from main funds and a net inflow of 111 million yuan from speculative funds, while retail investors experienced a net outflow of 224 million yuan [1] - "Hao Dang Jia" had a net inflow of 52.3784 million yuan from main funds, accounting for 8.19%, while speculative funds saw a net inflow of 15.6816 million yuan, representing 2.45%, with retail investors experiencing a net outflow of 68.0599 million yuan, or -10.64% [2] - "Zhong Shui Yu Ye" had a net inflow of 42.1653 million yuan from main funds, making up 7.87%, and a net inflow of 34.0018 million yuan from speculative funds, or 6.35%, with retail investors facing a net outflow of 76.1671 million yuan, or -14.22% [2] - "Guo Lian Shui Chan" recorded a net inflow of 29.5424 million yuan from main funds, accounting for 5.40%, and a net inflow of 44.4849 million yuan from speculative funds, or 8.13%, with retail investors seeing a net outflow of 74.0272 million yuan, or -13.54% [2] - "Kai Chuang Guo Ji" had a net inflow of 3.1136 million yuan from main funds, representing 4.98%, and a net inflow of 280,000 yuan from speculative funds, or 0.45%, with retail investors experiencing a net outflow of 339.36 million yuan, or -5.42% [2] - "Zhang Zi Dao" had a net inflow of 2.6005 million yuan from main funds, accounting for 5.16%, while speculative funds saw a net outflow of 198,800 yuan, or -0.39%, with retail investors facing a net outflow of 240.17 million yuan, or -4.77% [2] - "Da Hu Gu Fen" experienced a net outflow of 16.8559 million yuan from main funds, or -12.55%, with a net inflow of 16.6930 million yuan from speculative funds, or 12.43%, and a slight net inflow of 162,900 yuan from retail investors, or 0.12% [2]

中国发展网讯为及时掌握海产品产销和价格情况，加强价格监测预警，为价格监管提供依据，青岛市价 格认证和监测中心选取本市有代表性的海产品生产企业和销售单位共7家为全市海产品应急价格监测定 点单位，其中包括：3家大型超市、3家农贸市场和1家海产品加工企业，所监测品种分别为带鱼、鲅 鱼、虾、虾皮、干海带、牡蛎、鳗鱼、鲳鱼等，监测内容为品种价格和销售量。 从本周监测数据显示：海产品价格较上周基本持平，从农贸市场和超市了解到，受冬至节气消费需求影 响，集市鲅鱼、牡蛎销量较上周略有上涨，超市带鱼、海明虾销量较上周上涨明显，其它海产品整体销 量较上周基本持平，从加工企业了解到，受客户订单需求增加的影响，本周鳗鱼出口量较上周略有上 涨，鲳鱼本周无出口量。目前市场以民生需求为主的海产品资源供给充足、品类丰富。 鱼类出口价格：青岛鑫海丰食品有限公司所销售小鲳鱼出口价格8元/kg，本周无出口量；鳗鱼出口价格 159元/kg,出口量8吨，较上周上涨6.67%。 鱼类零售价格：农贸市场带鱼平均价格(500克，下同)为15元，较上周持平，超市为26.5元,较上周持 平，农贸市场总销售量1340斤，较上周下降0.37%，超市总销量78.28 ...

Core Viewpoint - The salmon farming vessel "Suhai No. 1" has officially commenced operations in Lianyungang, Jiangsu, marking a significant step towards the industrialization of salmon farming in China and contributing to the high-quality development of the country's deep-sea economy [10]. Group 1 - The "Suhai No. 1" salmon farming vessel docked at the Ganyu Port area in Lianyungang, Jiangsu on December 22 [1][2][11]. - The vessel is equipped with advanced farming facilities, showcasing the technological capabilities in the aquaculture sector [7]. - The first batch of 400,000 salmon fry was transferred to the vessel, symbolizing the start of industrial operations in salmon farming [10].

Economic Development Initiatives - The provincial economic work conference emphasized the need for high-quality completion of eight key tasks to ensure a good start for the "14th Five-Year Plan" [1] - The provincial development and reform commission plans to implement policies that promote high-quality economic development, focusing on effective investment and project planning [1] - The industrial system aims to establish a "2211" industrial structure, integrating traditional industry upgrades with the growth of strategic emerging industries [2] Financial Management and Support - The provincial finance department is committed to enhancing fiscal capacity through improved revenue organization and resource allocation [3] - A focus on optimizing expenditure structures and integrating special funds is planned to support major strategic tasks and basic livelihood needs [3] - The implementation of a long-term risk prevention mechanism is prioritized to ensure stable grassroots financial operations [3] Transportation Infrastructure - The transportation department aims to accelerate the construction of a modern comprehensive transportation system, enhancing infrastructure and digital transformation [4] - Efforts will be made to improve port management and logistics efficiency while promoting green transformation in the transportation sector [4] State-Owned Enterprises and Economic Growth - The conference highlighted the importance of state-owned enterprise reform to enhance operational efficiency and management levels [5] - The focus will be on optimizing the business environment and reducing logistics costs to support economic revitalization [5] Agricultural Development - The agricultural sector is tasked with advancing high-standard farmland construction and implementing black soil protection projects to improve grain yield and quality [8] - Specific initiatives include organic fertilizer application and protective tillage to enhance soil health and agricultural productivity [8]

Group 1 - The provincial government has allocated 460.49 million yuan to enhance the modernization of the fishing industry [1] - The funding includes 145.83 million yuan for deep-sea aquaculture projects, supporting 9 sets of intelligent breeding equipment and various large-scale aquaculture facilities [1] - A total of 29.70 million yuan is designated for aquatic product processing projects, facilitating the establishment or upgrading of 5 processing lines and 5 cold storage facilities [1] Group 2 - The funding also includes 39.84 million yuan for facility aquaculture projects, supporting the construction of various aquaculture bases and the renovation of standardized ponds [1] - An allocation of 216.11 million yuan is aimed at ecological and environmental supervision, supporting the renovation of plastic fish rafts and the construction of wind-resistant cages [1] - Since the beginning of the 14th Five-Year Plan, the provincial government has distributed 13.92 billion yuan to support the modernization of fishing equipment and infrastructure [2]

Core Viewpoint - The "Ice and Snow Cultural Festival" themed "Ice Condensing Two Rivers, Snow Enriching Zhaoyuan" will take place from December 27, 2025, to January 28, 2026, showcasing the unique winter fishing culture of the northern region [1][2] Group 1: Event Overview - The winter fishing event in Zhaoyuan has historical roots dating back to ancient times, featuring traditional fishing methods and cultural practices from the Liao and Qing dynasties [1] - The event is organized by the Zhaoyuan County Government and supported by multiple departments, aiming to blend ancient fishing customs with modern experiences [1] Group 2: Cultural Significance - The core activities include traditional fishing rituals led by inheritors of intangible cultural heritage, with a focus on the ceremonial aspects and the excitement of catching fish through ice [1] - The auction of the first fish, symbolizing good fortune, will be a highlight of the event, alongside various immersive experiences for attendees [1] Group 3: Economic Impact - The event aims to create a consumption chain of "watching fishing, buying fish, tasting fresh fish, entertainment, and shopping," leveraging the ecological resources of 670,000 acres of water [2] - Preparations for the event, including safety inspections and venue arrangements, are nearing completion, with a goal of achieving "zero accidents, zero errors, and zero complaints" [2]

Group 1 - The domestic eel consumption market is heating up with the approach of New Year and Spring Festival, and there is a tight supply of large-sized American eels in the market [1] - Tianma Technology Group has established strong domestic and international procurement channels for eel seedlings, ensuring proactive procurement for 2026 and smooth implementation of future farming plans [1] - The company has formed an integrated industrial pattern from seedling, feed, farming to food processing and sales, and has established eight major fishery industrial clusters and two large-scale industrial bases [1] Group 2 - In the first three quarters of 2025, the company's eel output reached 13,486 tons, with the third quarter output at 3,983 tons, both at historical highs [2] - The company has effectively leveraged the synergy of its industrial chain through a "farming + food" dual-drive strategy, leading to stable growth in both farming and food businesses [2] - The domestic demand is crucial for stabilizing eel market prices, which directly impacts pricing power in international markets, enhancing the competitiveness of the domestic eel industry [2]