Group 1: Aquaculture and Fisheries Development - The "Water Conservation Fishery" industry in Chun'an County, Zhejiang, is being actively promoted, focusing on sustainable development through a model that utilizes fish to protect and purify water while also increasing fishery income [3] - The recent catch of over 80,000 pounds of silver carp during a fishing event at Qiandao Lake highlights the success of this ecological fishery initiative [1] Group 2: Abalone Harvesting in Fujian - The abalone farming area in Luoyuan Bay, Fujian, is experiencing a peak harvest season with over 30,000 tons of abalone ready for collection [5] - Abalone harvesting occurs at night to take advantage of cooler temperatures, which increases the activity level and quality of the abalone [10] - Farmers utilize vertical cages for abalone cultivation, allowing for higher density farming and preventing overcrowding that could lead to oxygen depletion [5] Group 3: Temperature Sensitivity of Abalone - Abalone are sensitive to water temperature, entering a "summer dormancy" phase when temperatures exceed 25°C, which affects their growth and feeding [6] - Larger abalones are harvested before temperatures rise significantly, while smaller ones are transported north to avoid high temperatures until conditions improve in October [8][10]

Core Insights - The report from the Chinese Academy of Agricultural Sciences predicts that China's agricultural production will continue to improve, with grain output expected to reach 1.426 trillion jin in 2025, marking a significant increase from 2024's projected 1.4 trillion jin [1] - The report emphasizes the importance of stabilizing the agricultural sector to support economic recovery and enhance food security, particularly in the context of the "14th Five-Year Plan" [1] - The report highlights the need for strategic responses to the increasing import of agricultural products, particularly corn, beef, and soybeans, which could impact domestic production [2] Agricultural Production Outlook - In 2024, China's grain production is expected to increase, with a per mu yield rise of 5.1 kg [1] - The report anticipates continued growth in soybean and oilseed production, stable cotton and sugar production, and effective regulation of pig production leading to decreased pork imports [1] Import Strategies - The report suggests different strategies for managing imports of corn, soybeans, and beef, including quota management for corn and expanding agricultural trade cooperation with Belt and Road Initiative countries [2] - It emphasizes the need to reduce costs and enhance efficiency in beef production through differentiated competition strategies [2] Climate Change and Agricultural Resilience - The report notes that global climate change significantly impacts China's food supply chain, increasing post-harvest losses [2] - It calls for a focus on the entire grain production chain and participation in global climate governance to stabilize cross-border supply chains [2] Carbon Emission Reduction - The report indicates that China's agricultural sector has made significant progress in reducing greenhouse gas emissions, with lower emissions intensity compared to major economies [3] - It advocates for collaborative efforts in reducing carbon emissions from both production and consumption sides, promoting low-carbon agricultural technologies and encouraging dietary adjustments among consumers [3] Agricultural Technology and Food Security - The report stresses the importance of self-reliance in agricultural technology to enhance competitiveness and maintain food security [3] - It highlights the need to accelerate the formation of new productive forces in agriculture to support rural revitalization and the construction of an agricultural powerhouse [3]

证券代码：603668 证券简称：天马科技 公告编号：2025-045 福建天马科技集团股份有限公司 关于 2024 年股票期权激励计划第一个行权期 采用自主行权模式的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 福建天马科技集团股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日 召开第五届董事会第九次会议和第五届监事会第八次会议，审议通过了《关于 票期权激励计划（以下简称"本激励计划"）第一个行权期采用自主行权模式行 权，主要安排如下： 通证券股份有限公司系统自主进行申报行权 核心管理级人员、核心技术（业务） 骨干等（115 人） 合计（123 人） 386.32 38.17% 0.7690% 注：上表数据已剔除不符合行权条件的离职人员。实际行权数量以中国证券 登记结算有限责任公司上海分公司登记为准。 （1）公司年度报告、半年度报告公告前十五日内，因特殊原因推迟公告日 期的，自原预约公告日前十五日起算，至公告前一日； 二个交易日（T+2）日上市交易。 本次可行权的 占股权激励 占授予时公司 序号 ...

农林牧渔行业 超配（维持） 农林牧渔行业双周报（2025/6/6-2025/6/19） 行 业 能繁母猪有望持续去化 2025 年 6 月 20 日 投资要点： 风险提示：疫病大规模爆发，价格下行，自然灾害，市场竞争加剧等。 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 所 分析师：魏红梅 SAC 执业证书编号： S0340513040002 电话：0769-22119462 邮箱：whm2@dgzq.com.cn SW农林牧渔行业跑输沪深300指数。2025年6月6日—2025年6月19日，SW 农林牧渔行业下跌1.11%，跑输同期沪深300指数约0.22个百分点；细分板 块中，仅养殖业录得正收益，上涨1.51%；种植业、动物保健、农产品加 工、渔业和饲料均录得负收益，分别下跌2.15%、2.77%、3.51%、4.15%和 4.92%。估值方面，截至2025年6月19日，SW农林牧渔行业指数整体PB（整 体法，最新报告期，剔除负值）约2.58倍，近两周先回升后回落。目前行 业估值处于行业2006年以来的 ...

Group 1 - The eighth World Min Business Conference was held in Fujian, focusing on how financial tools can drive industrial structure optimization and invigorate the private economy [1][2] - Tianma Technology (603668.SH) was highlighted for its comprehensive layout in modern aquaculture and achievements in digital transformation, showcasing its strategic commitment to the marine economy and global market [1][2] - The conference resulted in over 60 billion yuan in signed agreements, indicating a positive trend in financial institutions supporting local industrial upgrades [2] Group 2 - Tianma Technology has been a leader in the eel industry for over 20 years, establishing a full industrial chain covering seed breeding, smart farming, processing, and food consumption, leading globally in scale [2][3] - The company is actively promoting digital aquaculture, integrating cutting-edge technologies such as "fishing-solar complementary" systems and AI water quality monitoring, contributing to a unique smart aquaculture development model [2] - The company has established multiple national-level platforms, including a national enterprise technology center and a demonstration area for healthy aquaculture, playing a leading role in industry standards and sustainable development [3] Group 3 - During the conference, Tianma Technology addressed the need for innovative financial tools and structures to support the industrialization and modernization of the aquaculture sector [4] - The company emphasized the importance of a flexible and diverse financial empowerment system to facilitate the transition from resource-based to efficiency and technology-driven models in agriculture and marine economy [4] - Tianma Technology is expanding its business into smart farming, seed improvement, and animal nutrition, creating a modern aquaculture ecosystem that integrates primary, secondary, and tertiary industries [5] Group 4 - The company is committed to sustainable development, aligning with national strategies for carbon peak and carbon neutrality through green factory construction and resource recycling [5] - Tianma Technology's Vice Chairman was recognized as an "Outstanding Builder of Non-Public Economy in Fujian Province," highlighting the company's exemplary role in the development of the private economy [5] - Looking ahead, Tianma Technology aims to strengthen its capabilities in global fisheries competition, focusing on a "smart, green, and international" marine industry system [5]

Core Insights - The article discusses the monitoring of seafood prices and sales in Qingdao, highlighting the selection of seven representative seafood production and sales units for emergency price monitoring [1] Group 1: Price Monitoring - Qingdao's price monitoring includes three large supermarkets, three farmers' markets, and one seafood processing enterprise, focusing on various seafood products such as hairtail, mackerel, shrimp, dried kelp, oyster, eel, and pomfret [1] - The monitoring data indicates a slight decrease in fish prices compared to the previous week, while prices for other seafood remained stable [1] Group 2: Sales Volume and Trends - Overall sales volume in markets and supermarkets saw a slight increase due to promotional discounts and the influence of substitute products [1] - Eel export volume increased slightly due to rising customer order demands, with an export price of 159 yuan/kg and a volume of 11.4 tons, up 14% from the previous week [1] Group 3: Retail Prices and Sales Data - Retail prices for various seafood products showed significant fluctuations, with hairtail averaging 13 yuan (down 17.04%) in farmers' markets and 18.83 yuan (down 5.38%) in supermarkets [2] - The average price of mackerel was 10.67 yuan in farmers' markets (down 20.96%) and 18.5 yuan in supermarkets (down 3.5%), with total sales volumes increasing in farmers' markets [2] - Shrimp prices remained stable, with average prices of 35.33 yuan in farmers' markets and 28.53 yuan in supermarkets, while total sales volumes increased significantly [2] - Dried seafood products like shrimp skin and dried kelp showed mixed price stability, with varying sales volumes across markets and supermarkets [2][3]

证券代码：002086 证券简称：东方海洋 公告编号：2025-031 山东东方海洋科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议的召开时间为：2025 年 6 月 18 日（星期三）上午 9:30。 （2）网络投票时间：2025 年 6 月 18 日，其中： 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 6 月 18 日 通过深圳证券交易所互联网系统进行网络投票的具体时间为 2025 年 6 月 18 日 共和国公司法》《上市公司股东大会规则》等有关法律、行政法规、部门规章、规 范性文件和《公司章程》的规定。 （二）会议出席情况 通过现场和网络投票的股东 671 人，代表股份 436,082,491 股，占公司有表决权 股份总数的 22.2611％。 其中：通过现场投票的股东 2 人，代表股份 7,400 股，占公司有表决权股份总 数的 0.0004％；通过网络投票的股东 669 人，代表股份 436,075,091 股，占公司有表 决权股份总数的 ...

在黄海之畔，距离日照海岸线130海里的深海之中，有一片巨大的冷水团，全球首座全潜式深海渔 业养殖装备"深蓝1号"，已连续3年实现规模化收获三文鱼1800吨，而"深蓝2号"网箱也于去年6月正式投 入使用。越来越多的日照产深海三文鱼正被端上中国人的餐桌。 从"一粒卵"育苗养殖到深海中"一条鱼"捕捞运输，再到成为人们的"餐桌美味"，日照正全力以赴 将"深海三文鱼"打造成城市的"蓝色名片"。据悉，未来日照将积极引进推广深远海养殖网箱、智能化养 殖平台，加快三文鱼产业标准体系建设，力争今年全市三文鱼产量突破6000吨，到2030年三文鱼年产能 裂变至10万吨。同时，推动全链条协同发展，积极搭建政产学研金服用紧密结合的创新平台，推动疫苗 饲料、智能装备、产品开发等全方位创新，着力打造全国首个三文鱼全产业链发展示范区。（记者 吴 宝书 丁兆霞） 6月13日，一场聚焦三文鱼产业发展的行业盛会在日照启幕。当日，三文鱼陆海统筹全产业链发展 会议召开，首届日照深海三文鱼美食节也同步开幕。此次活动以"海韵三文 鲜动日照 中国深海三文鱼之 都"为主题，吸引了国内知名科研专家及相关领域优秀企业、金融服务机构优秀代表共100余人齐聚日 照 ...

Core Viewpoint - The price of eel seedlings has dropped to half, indicating that grilled eel in Japan may become cheaper after autumn [1] Group 1 - The decline in eel seedling prices is attributed to an increase in supply, which has led to a significant reduction in costs for producers [1] - The current market price for eel seedlings is around 1,500 yen per thousand, down from 3,000 yen, reflecting a 50% decrease [1] - This price drop is expected to positively impact the retail price of grilled eel, making it more affordable for consumers in the upcoming season [1] Group 2 - The eel farming industry in Japan has faced challenges in recent years, including environmental factors and rising production costs, but the current trend suggests a recovery [1] - Increased availability of eel seedlings is likely to stabilize the market and encourage more restaurants to offer grilled eel dishes [1] - The potential for lower prices may also lead to a resurgence in consumer demand for grilled eel, which has been declining due to high prices [1]

Core Viewpoint - The government of Shaanxi province is implementing a comprehensive initiative to assess the financing needs of agricultural and forestry enterprises, aiming to enhance financial services for the rural sector through a coordinated mechanism for supporting small and micro enterprises [1][2] Group 1: Financing Needs Assessment - Shaanxi province has issued a notification to investigate the financing needs of agricultural and grain purchasing entities, leveraging a mechanism to support small and micro enterprises [1] - The initiative involves a thorough assessment of various agricultural sectors, including planting, forestry, livestock, aquaculture, and related services, to identify financing requirements across the entire agricultural supply chain [1] - The assessment will include small and micro enterprises, individual businesses, farmer cooperatives, and family farms, ensuring a comprehensive understanding of financing needs [1] Group 2: Coordination and Implementation - The provincial development and reform commission, along with the Shaanxi Financial Regulatory Bureau and other departments, is coordinating efforts to facilitate the flow of credit to the agricultural sector [2] - The mechanism aims to implement policies such as the "two-eight" risk-sharing model and to relax the tolerance for non-performing loans for small and micro enterprises, ensuring that credit reaches the grassroots level efficiently [2] - The goal is to provide timely and affordable credit to support the development of the agricultural industry [2]