光明日报记者 苏雁 杜倩 通讯员 张灿 11月30日凌晨2时30分，在引航员的精准引领下，40万吨级满载船舶"远识海"轮安全靠妥主港区泊位， 标志着连云港港首次实现40万吨级船舶满载夜间航行靠泊作业，开启了江苏沿海港口先河，对提升港口 船舶通航效率和港口整体竞争力具有重要意义。 作为江苏海洋经济发展的前沿阵地，连云港坐拥195.88公里海岸线，汇聚"港、渔、景、岛、涂、能"等 多种海洋资源。近年来，连云港致力于港产城融合发展，推动海洋经济从传统渔业向高端制造、智慧物 流、绿色能源升级，成为江苏沿海高质量发展的重要一极。 今年以来，连云港海洋产业亮点纷呈："深蓝"号南极磷虾捕捞船实现江苏省远洋捕捞"从无到有"的突 破，全球首艘自航封闭式三文鱼养殖工船"苏海1号"成功交付，全国最大的中核田湾200万千瓦滩涂光伏 项目部分实现并网，海洋战略性新兴产业加速崛起，深蓝动能持续涌动。 产业的高速发展更离不开科技创新的硬核加持。目前，连云港累计建成省级以上涉海创新平台39家，太 湖实验室连云港中心构建起多能级海上移动实验室体系，全国首艘7000吨级深远海绿色智能技术试验 船"未来"号顺利开展海试，为海洋产业升级提供了强劲技 ...

近日，省海洋捕捞渔船更新改造和减船转产工作专班召开专题会议，听取海洋渔业执法队伍体系建 设报告，调度"木改钢"和渔业船舶安全生产工作。调度显示，截至12月9日，全省启动更新改造渔船365 艘，实施减船转产渔船634艘。 连日来，通过量身打造的专属金融产品，配套利率优惠，以及实施形式多样的补贴、奖励政策，我 省涉海渔船"木改钢"和减船转产工作顺利进行。 在争取政策支持方面，省农业农村厅起草海洋渔船管理改革试点工作方案，经相关程序后上报农业 农村部。涉及内容包括：允许有条件申请制造拖网渔船；设立"辽宁省船网工具指标池"，探索船网工具 指标配置新模式；下放小型海洋捕捞渔船管理权限等。 省专班相关负责人表示，当前和未来一个时期，仍要以保障安全为核心、以减船转产为重点，稳妥 有序推进"木改钢"工作，全力做好渔船安全隐患排查等工作。同时重点盯牢转港渔船，规范管理养殖渔 船，持续保持高压震慑，推动船东船长船员绷紧安全弦，为全省海洋渔业安全生产"守好门"。 同时，金融保障工作持续发力。省地方金融管理局推动银行机构持续加大"木改钢"信贷投放力度， 截至12月9日，全省银行机构累计发放62笔渔船贷款8624万元，其中4537万元 ...

农牧渔板块今日（12月12日）逆市拉升！全市场唯一农牧渔ETF（159275）开盘后震荡上行，盘中场内 价格最高涨0.83%，截至发稿，涨0.62%。 成份股方面，动保、生猪养殖、水产等板块部分个股涨幅居前。截至发稿，生物股份大涨超4%，罗牛 山、天康生物双双涨超2%，梅花生物、开创国际、中水渔业等多股跟涨超1%。 | 分时 8日 1分 5分 15分 30分 # | F9 盘前盘后 婴加 九转 阅读 工具 (2 > | 农牧渔ETF | 159275 | 159275(农牧渔ETF) 10:29 价 0.974 深跌 0.006(0.62%) 均价 0.972 成交量 25 | 0.074 | +0.006 +0.62% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.976 | 10 + | SZSE CNY 10:29:15 交易中 | | | | ...

Core Viewpoint - Zhongshui Fisheries experienced a stock price decline of 2.06% on December 1, with a trading volume of 2.47 billion yuan and a total market capitalization of 4.35 billion yuan [1] Group 1: Stock Performance - The stock price of Zhongshui Fisheries has increased by 60.46% year-to-date, but has seen a decline of 28.37% over the last five trading days [2] - In the last 20 days, the stock price rose by 46.43%, and over the last 60 days, it increased by 47.52% [2] Group 2: Financial Performance - For the period from January to September 2025, Zhongshui Fisheries reported a revenue of 2.967 billion yuan, a year-on-year decrease of 8.67%, while the net profit attributable to shareholders was 53.41 million yuan, reflecting a year-on-year increase of 230.08% [3] Group 3: Shareholder Information - As of October 31, the number of shareholders for Zhongshui Fisheries was 21,200, a decrease of 3.78% from the previous period, with an average of 17,271 circulating shares per shareholder, an increase of 3.93% [3] - The company has distributed a total of 241 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included a new entrant, the招商量化精选股票发起式A fund, holding 1.5568 million shares, while the金元顺安元启灵活配置混合 fund exited the top ten list [4]

Core Insights - Dalian's marine fishing vessel reduction and transformation initiative has reached a critical milestone with the allocation of 17.99 million yuan in special subsidy funds to support fishermen's transition and enhance income [1][2] - The implementation details of the subsidy policy have been established to ensure transparency and fairness in the fund distribution process, addressing the local fishing industry's needs for modernization and safety [1] Group 1 - The first batch of subsidy funds will alleviate the financial burden on fishermen for upgrading their vessels, promoting active participation in high-quality development of the fishing industry [2] - The subsidy policy is designed to support the orderly withdrawal of old wooden fishing vessels while encouraging fishermen to upgrade to safer, energy-efficient, and environmentally friendly steel and new material vessels [1][2] - Dalian's local government is expediting the verification and public announcement of subsidy recipients to ensure accurate distribution of funds to the intended beneficiaries [1] Group 2 - The initiative aims to achieve a multi-win goal of marine ecological protection, fishing industry upgrade, and stable income for fishermen [2] - Continuous optimization of the subsidy policy implementation process and strengthening of fund supervision are planned to promote the normalization of vessel reduction and transformation efforts [2]

Core Insights - The articles highlight the ongoing efforts in various coastal cities of China to promote the "wood to steel" transformation of fishing vessels, aimed at enhancing safety and upgrading the fishing industry [1][2][3][4][5][6] Group 1: Policy Initiatives - Multiple cities, including Dalian, Dan Dong, Jinzhou, and Yinkou, are implementing financial support measures such as subsidies and loans to facilitate the "wood to steel" transformation of fishing vessels [1][2][3][4][5] - Dalian has introduced a phased reward system and loan interest subsidies to encourage fishermen to adopt the "wood to steel" initiative [1] - Dan Dong has coordinated with over ten financial institutions to offer 14 types of financial products specifically for fishing vessel upgrades [2] Group 2: Community Engagement - Local governments are actively engaging with fishermen through face-to-face discussions, workshops, and personalized guidance to ensure understanding of the policies and benefits of vessel upgrades [1][2][3][4] - Jinzhou has organized community visits to assess fishermen's willingness to participate in the transformation and to address their financial concerns [3] Group 3: Financial Support and Incentives - The maximum subsidy for vessel upgrades can reach up to 30% of the construction costs, with a cap of 1 million yuan based on vessel length [6] - As of mid-November, Huludao has issued 195 million yuan in loans for fishing vessel construction, indicating strong financial backing for the initiative [6] Group 4: Progress and Outcomes - By November 23, 693 fishing vessel owners expressed intentions to upgrade by 2026, and 1,142 showed willingness to reduce their fleet and transition to other industries [1] - Jinzhou reported that 87 out of 204 wooden fishing vessels have indicated interest in the "wood to steel" transformation [3]

Core Insights - North Africa is emerging as a key engine of economic growth in Africa, driven by strong performances from Egypt and Morocco, while countries like Mauritania remain heavily reliant on resource-based rent economies [1] Economic Growth Projections - The International Monetary Fund forecasts that the overall growth rate for the six North African countries (Mauritania, Morocco, Algeria, Tunisia, Egypt, Libya) will reach 4% in 2025, surpassing the average growth rate of 3.9% for Sub-Saharan Africa and 2% for the Middle East [1] Economic Diversification and Challenges - Morocco and Egypt have made significant progress in economic diversification and attracting foreign investment, while Mauritania faces challenges due to its heavy reliance on mining and marine fishing for revenue, indicating a closed rent-seeking economic model [1] - Tunisia, Algeria, and Libya are also hindered by structural issues that prevent them from fully unleashing their economic potential [1] Future Outlook - The report emphasizes that North Africa's ability to maintain its status as a leading growth region in Africa depends on the implementation of substantial economic structural reforms, deepening regional trade integration, and reducing reliance on natural resources as the primary source of income [1]

Core Insights - The company, Kaichuang International, is a leading player in the domestic deep-sea fishing industry with an integrated industrial structure that includes marine fishing and food processing [1] Group 1: Business Performance - In Q3 2025, Kaichuang International reported revenue of 1.7 billion yuan, ranking second in the industry, while the top competitor, Zhongshui Fisheries, achieved revenue of 2.967 billion yuan [2] - The main revenue sources include tuna sales of 460 million yuan, accounting for 36.82%, and canned goods sales of 430 million yuan, accounting for 34.38% [2] - The net profit for the same period was 65.7357 million yuan, also ranking second in the industry, with Zhongshui Fisheries reporting a net profit of 106 million yuan [2] Group 2: Financial Health - As of Q3 2025, the company's debt-to-asset ratio was 29.18%, down from 30.71% year-on-year and significantly lower than the industry average of 50.43%, indicating strong debt repayment capability [3] - The gross profit margin for Q3 2025 was 33.42%, up from 27.37% year-on-year and higher than the industry average of 19.27%, reflecting robust profitability [3] Group 3: Management and Shareholder Structure - The chairman, Wang Haifeng, has extensive management experience in the fishing industry, while the president, Wu Xilei, received a salary of 1.041 million yuan in 2024, an increase from 1.0216 million yuan in 2023 [4] - As of September 30, 2025, the number of A-share shareholders decreased by 2.67% to 14,900, while the average number of circulating A-shares held per shareholder increased by 2.74% to 16,200 [5]

Group 1 - The fishing moratorium in the East China Sea has ended on September 16, marking the beginning of the fishing season after a 4.5-month hiatus [1] - Over 4,000 fishing vessels, including single and double trawlers and net fishing boats, have set out to conduct fishing operations in the East China Sea [1] - Maritime departments from Zhejiang, Shanghai, Fujian, and Jiangsu are actively implementing the "2025 Navigation Support Fishing Action" to ensure safe fishing operations in the East China Sea [1]

Core Viewpoint - The fishing ban in China's Yellow Sea and East China Sea has ended, allowing for a full resumption of fishing activities across four major sea areas, including Bohai Sea, Yellow Sea, East China Sea, and South China Sea, with significant participation from local fishermen [1][3][5] Group 1: Fishing Activities Resumption - The fishing ban lasted for four and a half months and officially ended at noon on September 16, with a grand ceremony held by fishermen in Zhejiang to celebrate the occasion [1] - Over 1,000 fishing boats set sail from Shipu Fishing Port in Ningbo, Zhejiang, heading towards the East China Sea to commence fishing operations [3] - Approximately 3,500 fishing boats from coastal counties in Zhejiang are expected to participate in the fishing activities, with a wider variety of seafood now allowed for capture [5] Group 2: Regional Highlights - In Jiangsu, hundreds of fishing boats departed from the national central fishing port in Huangsha, signaling the start of a new fishing season in the Yellow Sea [5] - The first batch of catches is anticipated to be available for consumers within a few days, with the region known for producing over 60 types of seafood, including yellow croaker and mackerel [5]