格隆汇9月2日丨天马科技(603668.SH)在投资者互动平台表示，在食品端，公司近年来稳步推进全管 控、多品类的精深加工水产品为主的食品供应链建设，深度布局国内国外"双轨制"经营，打造线上线下 全渠道运营模式，打通从源头到餐桌的全产业链条，产品远销欧洲、美洲、亚洲等七十多个国家和地区 外，国内销售稳步增长。 在国际市场，公司充分发挥全产业链优势，强化水产贸易和国际贸易业务运 营，在巩固原有日本、韩国等传统市场的基础上，积极开拓俄罗斯、加拿大、东欧、欧盟等新兴市场， 力促烤鳗贸易更加多元化；在国内市场，产品布局大型商超、中央厨房、餐饮连锁等线下渠道，成功进 入沃尔玛、胖东来、大润发、比优特等知名商超销售或入选餐饮原料；通过福农优品平台、微信小店、 直播带货、淘宝、京东等线上平台销售；创立了"鳗小堂"连锁品牌餐饮，传播国鳗美食文化。公司在福 州、杭州、上海、重庆等多地建立销售供应中心，形成了辐射福建和广东市场、长三角市场和中西部市 场，集配送和销售为一体的全国性的较完善营销网络布局，持续致力于打造世界级全产业链食品供应链 平台。 ...

（文章来源：北京商报） 北京商报讯（记者郭秀娟实习记者王悦彤） 9月1日，天马科技在投资者互动平台回答投资者提问称， 天马科技着力建设天马食品、海德食品、天马福荣食品、江西西龙食品等食品基地，目前已全面建成投 产，烤鳗年产能超过1.2万吨，形成"以鳗业为中心"的研发、生产、加工、销售和服务的产业生态，建 立了全程可溯源烤鳗食品安全系统发展模式，鳗鱼全产业链完整有效闭环，为消费者提供安全、营养、 美味的健康食品。公司旗下拥有"鳗鲡堂""鳗小堂""酷鲜""三清龙""品鳗坊"等多个烤鳗知名品牌，最近 公司在日本设置子公司并推出了"犒赏鳗鱼"新品牌，产品远销欧洲、美洲、亚洲等七十多个国家和地 区，公司持续致力于打造世界级全产业链食品供应链平台。 ...

现场，首批12家授权企业获颁"吴川优礼"区域公用品牌授权证书。据悉，授权企业涵盖水产养殖加工、 粮油健康食品、烘焙节庆经济、生物科技等领域，加入"吴川优礼"后将共享品牌资源、渠道和营销优 势。 （原标题："吴川优礼" 亮相广州，区域品牌联动非遗打造特色农产名片） 南方财经记者张梦琦 实习生昝金玉 广州报道 近日，"品吴川至味 赏非遗匠心"吴川市农产品区域公用品牌发布推介会暨吴川特色非遗体验活动在广 州白云区举办，"吴川优礼"区域公用品牌正式亮相。 依托广州设计之都的商业氛围与文旅属性，活动还打造了沉浸式主题展示展销区，各类虾制品、海产制 品、烘焙糕点广受青睐。在同步举办的2025白云·吴川产业协作联合招商推介会上，碧桂园服务控股有 限公司、南粤分享汇等分别与吴川市水产企业、食品加工企业就吴川优质特色农产品达成合作意向签 约。 今年以来，在"百千万工程"帮扶协作驻吴川市工作队指导下，吴川构建"统一标识、统一标准、统一营 销"的品牌体系，通过"区域公用品牌+企业品牌+产品品牌"的联动，为区域特色农产品走向全国市场搭 建重要平台。 ...

Core Viewpoint - Sturgeon Technology is terminating its listing on the National Equities Exchange and Quotations (NEEQ) to reduce operational costs and improve decision-making efficiency, while considering an IPO in Hong Kong [1][2]. Company Overview - Sturgeon Technology, established in 2003, specializes in the breeding, ecological farming, processing, and sales of sturgeon and caviar, with caviar being its core product [3]. - The company achieved the first export of artificially farmed caviar in China in 2006, with products primarily sold to Europe, the United States, and Asia [3]. - In 2023, Sturgeon Technology accounted for 69.58% of China's caviar export volume and produces approximately one-third of the world's caviar, making it the largest caviar producer globally [3]. Financial Performance - For the year ending 2024, Sturgeon Technology reported total revenue of 670 million yuan, a year-on-year increase of 15.95%, and a net profit attributable to shareholders of 293 million yuan, up 23.62% [5]. - The gross profit margin for 2024 was 68.39%, down from 70.98% in 2023, primarily due to a higher increase in caviar costs compared to revenue [4][5]. - The sales revenue from caviar was 614 million yuan, representing a 17.45% increase year-on-year, while revenue from fish meat and sturgeon products rose by 8.87% to 51.5 million yuan [5][8]. Market Dynamics - The caviar market has shifted from wild to farmed sources due to declining wild sturgeon populations and stricter regulations, with farmed caviar now accounting for over 99% of global exports [9]. - Sturgeon Technology's revenue is significantly influenced by international markets, with approximately 27% of its revenue coming from the U.S. market in 2024 [10]. Strategic Initiatives - The company is exploring the establishment of an overseas entity to mitigate the impact of U.S. tariffs and other external uncertainties, with an investment not exceeding 2 million USD [11]. - Sturgeon Technology plans to expand its market presence in Europe, Southeast Asia, and the Middle East to reduce reliance on any single market [10].

Overview - The core point of the announcement is that Guomei Aquatic Food Co., Ltd. plans to introduce Zhanjiang Ocean No.1 Private Equity Investment Partnership as a new shareholder through a capital increase of 95 million yuan, which will enhance the financial strength and competitiveness of the subsidiary [1][2]. Group 1: Capital Increase Details - The capital increase will raise Guomei Aquatic's registered capital from 65.9 million yuan to 83.0498 million yuan, with the company holding 79.35% and Ocean Fund holding 20.65% of the shares [2][3]. - The board of directors approved the capital increase with a unanimous vote, and the company waived its preemptive rights [2][3]. - The funds from the capital increase will be used to optimize production capacity, expand marketing channels, and supplement working capital [4][16]. Group 2: Financial Impact - The capital increase is expected to lower the company's debt ratio and optimize its capital structure, which aligns with the company's strategic development plan [16]. - After the capital increase, Guomei Aquatic will remain a subsidiary of the company, and there will be no adverse impact on the company's financial and operational status [16]. Group 3: Shareholder Rights and Obligations - Ocean Fund will have shareholder rights, including dividend rights and voting rights, from the date of the capital increase [10][11]. - The actual controller of the company, Li Zhong, will bear the obligation to compensate for any dividend shortfall arising from this transaction [1][15].

Core Viewpoint - The export value of tilapia from Maoming, Guangdong reached 2.44 billion yuan last year, but this year, many processing enterprises are facing a decline in export orders due to the imposition of tariffs by the United States, prompting them to shift focus to the domestic market [1][3]. Group 1: Impact of Tariffs - The imposition of tariffs by the United States has led to a significant reduction in export orders for tilapia processing enterprises, with most U.S. orders currently on hold [5][9]. - The decline in export orders is not only affecting the enterprises but also impacting the purchase prices for tilapia, creating uncertainty for many farmers [7]. Group 2: Shift to Domestic Market - In response to the decreased export orders, the company is shifting its sales focus from overseas to the domestic market, where consumer awareness of tilapia is relatively low [9]. - The company has initiated collaboration with e-commerce platforms to enhance market recognition and has established a procurement plan worth tens of millions for domestic sales [11]. - Currently, domestic sales account for approximately 35% of the company's total sales, with plans to increase this share to around 50% [14].