新疆天蕴有机农业有限公司工作人员进行三文鱼的分拣、切割、包装等工序。（刘露 摄） 近年来，新疆尼勒克县立足本地丰富的水资源优势，将自然之水转变为发展"活水"，大力 发展冷水鱼养殖产业，并利用科技赋能，为渔业发展提供有力支撑。 现如今，尼勒克县已发展集高品质三文鱼生态养殖技术开发与应用，储存、保鲜、加工与 综合利用为一体，以绿色生态环保型网箱养殖发展为主要模式的生态综合渔业，产品更是畅销 国内外市场，让新疆的冷水鱼变"热产业"。 新疆天蕴有机农业有限公司捕捞工人在捕捞三文鱼。（刘露 摄） 在加工端，生产车间工人们正紧张有序地进行三文鱼的分拣、切割、包装等工序。吴冬介 绍，企业引进了三文鱼智能分割加工技术，是目前国际最先进的三文鱼深加工生产线；在运营 管理环节，启用了先进的管理系统，实现了生产、销售、采购、库存、物流、结算等全过程的 精准管理。2025年，公司将继续坚持创新驱动，加大研发投入，开发更多符合市场需求的新产 品，重点推出三文鱼肉松、多种口味热熏等新产品，持续扩宽国内线上线下零售市场和海外市 场。同时，公司将持续加强食品安全监督管理，确保产品质量安全。 "作为高新技术企业，公司已获得专利60余项，目前拥 ...

本报西宁5月7日讯（记者石晶）西宁海关日前举行新闻发布会透露，一季度，青海省进出口总值18.8亿 元，同比增长87.8%，增速居全国前列。 全省进出口市场呈现多元化趋势。青海依托资源优化布局新能源产业，新能源产品成为外贸增长主动 力。一季度，全省锂电池出口6.3亿元，同比增长69.2倍，占全省出口总值的38%，增速居全国第一。 多晶硅与光伏组件协同深耕国际市场。青海依托盐湖资源与清洁能源禀赋，构建光伏产业跨境供应体 系。一季度，光伏产业相关产品出口大幅增长，其中，多晶硅出口2.4亿元，同比增长3.5倍，出口值占 同期全国同类出口商品的69.3%，居全国第一；光伏组件出口3047.6万元，同比增长1.2倍。 （文章来源：经济日报） 不久前，一架装载1975公斤冰鲜虹鳟鱼的航班从西宁曹家堡机场起飞，经广州转关出口至泰国曼谷。目 前，青海产冰鲜虹鳟鱼已实现多个国家和地区当日抵达，青海冷水鱼年出口量从500吨增长到超5000 吨。西宁曹家堡机场海关监管科科长陈兆权介绍，机场海关持续优化通关服务保障，设立空运出口专 用"绿色通道"，指定业务骨干作为联络员，加强与货主、报关、物流单位联系配合，实现转关出口零延 迟。 今年 ...

Core Viewpoint - The Guangdong Provincial Government has issued an implementation plan to boost consumption, focusing on increasing employment and income for farmers through various initiatives [1] Group 1: Employment and Income Enhancement - The plan emphasizes the implementation of the "Hundred Thousand Project" to strengthen the system that connects and benefits farmers [1] - It aims to improve the income guarantee mechanism for grain farmers and optimize the agricultural subsidy policy system [1] - The government will implement policies for the scrapping and updating of agricultural machinery [1] Group 2: Agricultural Marketing and Branding - The plan includes the deepening of the "12221" agricultural marketing system and promoting the connection between supply and sales of public agricultural products [1] - It will implement the "Three Products and One Standard" initiative to enhance agricultural branding and support strong agricultural brands [1] - The government aims to leverage the unique advantages of "marine ranching" to create a regional public brand called "Guangdong Fresh Products" [1] Group 3: New Agricultural Practices and Support for Farmers - The plan promotes the capacity-building of new agricultural business entities and explores "community-village" cooperation pilot projects [1] - It encourages the development of household economic projects such as courtyard economy, forest economy, and homestay economy based on local conditions [1] - The government will issue further opinions to strengthen the service and guarantee work for migrant workers, utilizing vocational skills training subsidies to guide farmers into high-demand job training [1] Group 4: Employment Policies for Migrant Workers - The plan aims to promote flexible employment and entrepreneurship for key groups such as migrant workers returning to their hometowns [1] - It includes the implementation of policies to stabilize employment and alleviate difficulties for migrant workers [1]

Core Viewpoint - The 2024 annual report disclosure for listed companies has concluded, with a focus on the authenticity and quality of financial statements under regulatory scrutiny, particularly for companies in the "ST family" [1] Group 1: Financial Performance and Reporting - Seven companies from the "ST family" have received inquiries regarding their 2024 annual reports, focusing on issues such as inflated revenue, ongoing viability, and conditions for delisting [1] - *ST Hengyu reported a turnaround in performance with revenues of 180 million yuan in 2024, following a negative revenue of 81.77 million yuan in 2023, which triggered delisting risk warnings [2] - *ST Jiawo faced inquiries due to a significant loss of 924 million yuan in 2024, requiring detailed explanations of production costs and revenue impacts [3] Group 2: Ongoing Viability and Risk Assessment - New delisting rules have raised the revenue threshold for loss-making companies from 100 million yuan to 300 million yuan, emphasizing the assessment of ongoing viability [4] - ST Tianbang received an audit report highlighting significant uncertainty regarding its ongoing viability, with a debt ratio of 72.58% and current liabilities exceeding current assets [4][5] - *ST Shandong Molong, which had negative net profits for six consecutive years, managed to eliminate the uncertainty regarding its ongoing viability in its 2024 report, leading to the removal of risk warnings [6][7] Group 3: Delisting and Risk Warning Procedures - The inquiry process for companies seeking to remove delisting risk warnings is stringent, with a focus on compliance with new regulations [8] - *ST XinNing successfully demonstrated the elimination of conditions that warranted delisting risk warnings, leading to its stock resuming trading under a new name [8][9] - ST Bubugao also navigated the inquiry process successfully, receiving a standard audit opinion and subsequently removing its risk warnings [8][9]

新质生产力持续赋能上市公司业绩增长。在人工智能、半导体、高端制造等赛道，一批上市公司在2025 年第一季度交出优异"成绩单"。 在人工智能领域，拓维信息系统股份有限公司、深圳市优博讯科技股份有限公司、中科星图股份有限公 司等多家上市公司今年第一季度归属于上市公司股东的净利润同比增长超1倍。 服务器龙头浪潮电子信息产业股份有限公司（以下简称"浪潮信息"）主业高速成长。第一季度公司实现 营业收入468.58亿元，同比增长165.31%；实现归属于上市公司股东的净利润4.63亿元，同比增长 52.78%。对于营业收入同比增长的主要原因，浪潮信息披露的公告显示，主要是客户需求增加，服务 器销售增长。 在半导体领域，有研新材料股份有限公司、江苏微导纳米科技股份有限公司、杭州长川科技股份有限公 司等多家上市公司第一季度归属于上市公司股东的净利润同比增长超1倍。 2025年一季度，A股上市公司业绩整体实现"开门红"。据《证券日报》记者梳理，截至5月6日午间，沪 深北交易所已有5391家上市公司披露了2025年一季报，其中4068家上市公司第一季度归属于上市公司股 东的净利润实现盈利，占比达75.46%。 中国电子商务专家服 ...

Core Insights - Norway's seafood export reached a record high for April, driven by increased demand for Norwegian salmon from China and the United States [1][2] - The total seafood export value for April was 14.3 billion Norwegian Krone (approximately 1.33 billion USD), marking a 2% increase from the previous year [1] - In the first four months of the year, Norway's seafood export totaled 58.5 billion Norwegian Krone, reflecting a year-on-year growth of 7.3% [1] Market Dynamics - The shift in export focus from Europe to markets outside, including Asia and the U.S., is evident [2] - Despite a decline in salmon prices, the availability of high-quality salmon for export increased significantly in April due to favorable conditions [2] - The U.S. has become the largest market for Norway's seafood exports for the fourth consecutive month, with a 23% year-on-year increase in export value to 1.4 billion Norwegian Krone [2] Challenges and Considerations - The potential imposition of tariffs on Norwegian goods, including seafood, by the U.S. poses a significant uncertainty for exports [2] - The strong growth in the Chinese salmon consumption market, coupled with competitive pricing and sufficient supply, has contributed to the increase in exports to China, which rose by 14% in April [1][2]

序号股票简称PE(TTM)PE(静)市净率总市值(元)54开创国际35.5338.631.0423.64亿行业平均 40.8346.153.78113.39亿行业中值39.7251.242.5042.09亿1百洋股份-269.68-122.611.4018.70亿2獐子 岛-161.13-121.0553.3926.52亿3粤海饲料-108.57-68.532.2958.52亿4神农种业-97.10-83.156.0342.09亿5播恩 集团-60.82-63.852.2718.33亿6平潭发展-51.37-49.113.0357.37亿7ST朗源-47.59-61.884.3522.55亿8大禹生 物-39.98-37.953.139.09亿9正虹科技-34.56-34.806.4422.70亿10华绿生物-32.99-33.131.0515.76亿11大湖股 份-31.80-29.962.9023.05亿 来源：金融界 股东方面，截至2025年3月31日，开创国际股东户数18479户，较上次增加4402户，户均持股市值35.28 万元，户均持股数量2.76万股。 上海开创国际海洋资源股份有限公司的主营业务 ...

Core Viewpoint - The report titled "2025-2031 China Sturgeon Industry Market Development Scale and Investment Opportunity Analysis" aims to provide comprehensive insights into the sturgeon industry, focusing on its current status, competitive landscape, and future trends, leveraging authoritative data and in-depth analysis [1][3]. Industry Overview - Sturgeon, classified under Acipenseriformes, has seen significant advancements in breeding technology, with the introduction of the first edible sturgeon variety "Jinglong No. 1" approved in September 2023 [3]. - Since 2003, China's sturgeon farming scale has continuously grown, making it the world's largest sturgeon farming country, with production increasing from 10,900 tons in 2003 to 149,400 tons in 2023, accounting for approximately 60% of cold-water fish farming and over 85% of global sturgeon farming volume [3]. Industry Chain Analysis - The sturgeon industry chain consists of upstream (breeding and feed production), midstream (farming and processing), and downstream (sales and distribution) segments, with various sales channels including fresh markets, wholesale markets, and e-commerce platforms [6]. Competitive Landscape - The sturgeon industry in China is becoming increasingly competitive, with key players like Sturgeon Technology and Sichuan Runzhao Aquaculture leading the market. Runzhao has established 11 large-scale sturgeon farms and a modern processing plant with export qualifications [8][10]. - Companies are focusing on technological innovation and ecological farming practices, with products being sold domestically and exported to countries like Russia, Dubai, the USA, and South Korea [10]. Future Development Prospects - The report emphasizes the importance of understanding the sturgeon industry's development environment, including policy analysis, market demand, and technological advancements, to identify investment opportunities from 2025 to 2031 [1][13].

Core Viewpoint - The construction of China's "Blue Granary" is continuously advancing, with a notable increase in marine product output in the first quarter of the year [1] Group 1: Marine Product Output - In the first quarter, the national marine product output increased by 4.5% year-on-year [1] - The output from marine aquaculture specifically rose by 5.7% year-on-year, demonstrating the stable supply and production capabilities of marine aquaculture [1] Group 2: Infrastructure Development - The Antarctic Qinling Station's seawater desalination project has made significant progress, with over 80% of the overall engineering completed, including seawater heating, pretreatment, and water purification systems [1] - This project aims to further ensure the availability of water for both living and scientific research purposes at the polar scientific research station [1]

Core Insights - The report predicts a steady increase in China's aquatic product production over the next decade, with total output expected to reach 78.74 million tons by 2034, reflecting a 10.7% growth from the baseline and an average annual growth rate of 1.0% [2] - The consumption of aquatic products is projected to grow significantly, with total consumption expected to reach 83.06 million tons by 2034, marking a 12.3% increase from the baseline and an average annual growth rate of 1.2% [4] - China's aquatic product imports are anticipated to rise steadily, reaching 8.07 million tons by 2034, which represents a notable 20.1% increase from the baseline [6] Production Trends - Aquaculture production is expected to increase to 65.61 million tons by 2034, a 12.9% growth from the baseline, with an average annual growth rate of 1.2%, accounting for 83.3% of total production [2] - Capture production is projected to stabilize at around 13 million tons by 2034, supported by sustainable fishing policies and practices [3] Consumption Dynamics - The report highlights a shift towards diversified, branded, and convenient consumption of aquatic products, with processed consumption expected to grow to 36.19 million tons by 2034, reflecting an 18.8% increase from the baseline [4] - Direct consumption of aquatic products is also expected to grow, reaching 35.34 million tons by 2034, which is a 12.3% increase from the baseline [5] Import and Export Outlook - The report indicates that imports will continue to rise, driven by increasing consumer demand for high-quality and specialty aquatic products [6] - Exports are expected to stabilize at around 3.75 million tons by 2034, showing a decrease of 4.7% from the baseline, as competition in the international market intensifies [7]