证券日报网讯农产品9月19日发布公告，在公司回答调研者提问时表示，公司进出口业务规模显著提 升。一方面是持续巩固与泰国、越南、巴西等核心客户的合作，进一步拓展合作空间，南美牛肉、泰国 鸡副产品、东南亚榴莲等核心品类的规模稳健增长；另一方面是打通印尼、阿曼、委内瑞拉、阿根廷、 秘鲁等渠道，成功引进阿根廷冻虾、印尼冻鸢乌贼及鲣鱼、俄罗斯帝王蟹、挪威三文鱼、委内瑞拉冻带 鱼及海蜇产品以及全国首柜的阿曼野生冷冻带鱼等优质品类，持续丰富品种品类。 ...

Core Viewpoint - The 11th Guangzhou International Fisheries Expo will take place from September 11 to 13, 2025, showcasing a wide range of seafood products and technologies, highlighting China's position as a major player in the global fisheries industry [1][3]. Industry Overview - China is a significant fishing nation, with a projected total aquatic product output of 73.58 million tons in 2024, reflecting a year-on-year growth of 3.39% [1]. - The overall fishery economy remains stable, with both the volume and value of wholesale market transactions increasing, contributing to rising incomes for fishermen [1]. Event Details - The expo will feature 650 exhibitors from over 20 countries and regions, presenting products such as seafood, aquaculture equipment, and processing technologies, while facilitating efficient connections with professional buyers from 82 countries and regions [1]. - The event will include six major exhibition areas, covering marine ranching, domestic specialty seafood, international seafood, aquaculture and animal health equipment, prepared food processing, and cold chain logistics [3]. Technological Advancements - The "Dehai No. 1" intelligent aquaculture platform model was showcased, representing the first mixed-structure deep-sea farming facility capable of withstanding severe weather conditions, emphasizing its economic viability and ease of maintenance [2]. - The establishment of the Haizhu District Marine Ranch Technology Promotion Association aims to foster local marine enterprises and enhance technology research and development, with over 70 member units currently involved [2]. Additional Activities - The expo will host 20 forums and networking events, where industry experts will share insights and strategies to promote high-quality development in the fisheries sector [3].

Group 1 - The 11th Guangzhou International Fisheries Expo will be held from September 11 to 13, 2025, showcasing products from 650 exhibitors across over 20 countries and regions, facilitating efficient connections with professional buyers from 82 countries and regions [1] - China is a major fishing nation, with a projected total aquatic product output of 73.58 million tons in 2024, reflecting a year-on-year growth of 3.39%, indicating stable growth in the fishing economy and increased income for fishermen [1] - Guangdong province is implementing the "Hundred Million Thousand Project" to accelerate the construction of modern marine ranches, establishing a framework for high-quality development in this sector [1] Group 2 - The "Dehai No. 1" intelligent aquaculture platform model was showcased, representing the first mixed-structure deep-sea farming facility capable of withstanding severe weather, highlighting advancements in marine ranching technology [2] - The Haizhu District Marine Ranch Technology Promotion Association was established in April 2025, focusing on various aspects such as trade, financial services, and technology development to support local marine enterprises [2] - The Guangzhou Fisheries Expo has evolved over 11 years into a key indicator for the aquatic industry, featuring six major exhibition areas and hosting 20 forums and networking events to promote high-quality development in fisheries [3]

Core Insights - The 11th Guangzhou International Fisheries Expo showcases thousands of seafood products from around the world, attracting over 650 enterprises from more than 20 countries [1][3] - The event features six major exhibition areas, integrating resources across the entire seafood industry chain, including marine ranching, domestic specialty products, international seafood, aquaculture and animal health equipment, prepared food processing, and cold chain logistics [4] Industry Overview - The expo includes participation from countries such as the Netherlands, Ecuador, Argentina, Uruguay, Japan, and South Korea, highlighting a diverse range of seafood products and advanced equipment [3] - Domestic exhibitors come from various regions including Shandong, Fujian, Dalian, Guangzhou, and others, with notable companies like Guangdong Marine Investment Group and Zhanjiang Agricultural Development Group [3] Market Dynamics - Buyers from 82 countries and regions are present, with significant representation from major seafood trading nations in Asia, Europe, and the Americas [3] - The domestic purchasing power encompasses wholesale markets, restaurant chains, supermarkets, e-commerce, marine ranches, and aquaculture equipment buyers [3] Production Forecast - In 2024, China's total seafood production is projected to reach 73.58 million tons, marking a year-on-year growth of 3.39% [4] - Guangdong's seafood production is expected to be 9.66 million tons, with marine aquaculture production reaching 3.77 million tons, a growth rate of 5.47%, the highest in a decade [4] - Marine fish farming production is anticipated to be 975,400 tons, with a year-on-year increase of 7.93%, accounting for nearly half of the national output [4]

Core Insights - The opening of Hema Fresh's first store in Yantai has led to exceptional sales performance, with daily transactions averaging 13,500 and total sales nearing 40 million yuan within the first month, significantly outperforming other national stores [2][4] - The store's unique operational model, which separates the sales area from online delivery warehouses, has contributed to its success, with online services reaching 230,000 transactions and generating over 10 million yuan in sales [2][4] - The popularity of Hema Fresh in Yantai reflects a shift in consumer preferences towards high-quality, experiential shopping, particularly among younger demographics [3][4] Sales Performance - Hema Fresh's Yantai store sold over 26 tons of imported durian and more than 100 units of Russian king crab daily during the first three days of operation [3] - Other high-performing products include Norwegian salmon and durian mille-feuille, each generating daily sales exceeding 100,000 yuan [3] Consumer Behavior - The new consumer groups, particularly those born in the 90s and 00s, prioritize emotional value and are willing to pay for high-quality, unique food items [3] - The store's fresh seafood and dessert offerings have attracted significant customer interest, with many shoppers citing freshness and quality as key reasons for their purchases [3] Operational Advantages - Hema Fresh leverages a supply chain that emphasizes direct sourcing, strict quality control, and efficient cold chain logistics, ensuring freshness and appealing to new consumer preferences [4] - The store integrates shopping with dining experiences, featuring live seafood processing and dining areas, catering to the fast-paced lifestyle of modern consumers [4] Economic Impact - The opening of Hema Fresh has had a notable positive impact on the Yantai Dazhong City shopping center, with over 650,000 visitors in the first 20 days and a 60% increase in foot traffic [4][5] - The store's success is part of a broader trend of "first-store economy," enhancing the competitiveness and attractiveness of the local commercial area [5]

Core Insights - Hema Fresh opened its first store in Zibo, Shandong, attracting long queues before opening, highlighting strong local demand for its products [1][3] - The CEO of Hema announced plans to open nearly 100 new stores within the fiscal year, expanding into over 50 new cities, aiming to exceed 500 total stores [3] - The Zibo store covers 4,000 square meters and offers a wide range of products, including fresh produce, baked goods, organic vegetables, seasonal fruits, and flowers [3] Group 1 - Zibo is a key economic hub in Shandong, enhancing its consumer capacity due to the popularity of local attractions like "Zibo Barbecue" and the presence of international commercial complexes [3] - The store's opening coincided with summer vacation, attracting families and increasing foot traffic, with local consumers showing a preference for imported fruits and seafood [5][7] - Hema has established a robust supply chain network with 8 supply chain centers, over 300 direct sourcing bases, and 8 logistics hubs, ensuring timely delivery of products from various regions [5] Group 2 - Local products, such as "live shiitake mushrooms," were featured at the opening, showcasing Hema's commitment to sourcing quality agricultural products from Zibo [5][9] - The store introduced popular items like a 9.9 yuan/500ml green bean-flavored wheat beer and a 19.9 yuan/liter hazy IPA, appealing to younger consumers [7] - Hema aims to enhance the shopping experience for Zibo customers by providing a diverse selection of global products and improving service convenience [9]

Core Insights - Hunchun, a city located at the intersection of China, North Korea, and Russia, is experiencing a surge in cross-border tourism and trade, becoming a cultural melting pot and a hub for international medical services and seafood trade [2][9][10]. Group 1: Cross-Border Tourism - Hunchun has become a popular destination for Russian tourists, with over 3300 visitors celebrating New Year in 2025, and the city receiving more than 30 million inbound visits in 2024, primarily from Russia [9][10]. - The city offers a unique blend of cultural experiences, including traditional markets, ethnic cuisine, and Chinese medicine practices, attracting tourists who enjoy a "city-hopping" vacation style [10][11]. - Local travel agencies have reported significant growth in Russian tourist numbers, with over 20,000 visitors in the first half of the year alone [9]. Group 2: Traditional Medicine - Hunchun is witnessing a rise in the popularity of traditional Chinese medicine, particularly Mantu (Manchu) moxibustion therapy, with thousands of foreign patients, mainly from Russia, seeking treatment [5][6]. - The establishment of an international business department in Hunchun's Traditional Chinese Medicine Hospital aims to enhance the medical experience for Russian patients, providing comprehensive services including translation [6]. - The local practitioner, Han Shiming, has treated numerous Russian patients, adapting treatments to better suit their needs, and has seen a significant increase in demand for his services [5][6]. Group 3: Seafood Trade - Hunchun has become the largest distribution center for live king crabs in China, importing over 1.5 million crabs annually, which accounts for approximately 80% of the national market share [7][8]. - The city's cross-border e-commerce trade has seen exponential growth, with trade volume increasing from 43 million RMB in 2018 to 6.65 billion RMB in 2024, driven by the booming demand for king crabs [8]. - Hunchun is developing a comprehensive ecosystem for cross-border e-commerce, including logistics and customs facilitation, to support the seafood trade and other industries [8]. Group 4: Cultural Exchange - Hunchun serves as a platform for cultural exchange, with various events and activities promoting interaction between Chinese and Russian communities, enhancing mutual understanding [10][11]. - The city has implemented measures to facilitate communication and commerce, such as multilingual signage and friendly local service, making it easier for Russian tourists to navigate and enjoy their stay [10][11]. - Ongoing cultural initiatives, including joint projects between Chinese and Russian students, are fostering deeper connections and a sense of community across borders [10].

Core Viewpoint - Hunchun, a border city in Jilin, China, is experiencing a surge in cross-border tourism and trade, particularly with Russian visitors, driven by its unique cultural blend and strategic location as a Northeast Asia crossroads [10][20]. Group 1: Cross-Border Tourism - Hunchun has become a popular destination for Russian tourists, with over 30 million entries recorded in 2024, averaging nearly 1,000 visitors daily [17][18]. - The city offers a variety of experiences, including local markets, traditional cuisine, and cultural activities, appealing to Russian tourists seeking a unique travel experience [18][19]. - Local travel agencies have adapted to cater to Russian tourists, with services available in Russian and a focus on creating a welcoming environment [18][19]. Group 2: Traditional Medicine - The popularity of traditional Chinese medicine, particularly Mantu acupuncture, has grown among Russian patients, with thousands experiencing treatments in Hunchun [11][14]. - The establishment of an international business department in Hunchun's traditional medicine hospital aims to enhance the medical experience for Russian patients, providing comprehensive services including translation [14] [11]. - The success of traditional medicine in Hunchun reflects a broader trend of increasing global interest in Chinese cultural practices [11][14]. Group 3: Cross-Border E-commerce - Hunchun has emerged as a major hub for the import of live king crabs, with over 1.5 million crabs imported annually, accounting for approximately 80% of the national market share [15][16]. - The city's cross-border e-commerce trade has seen exponential growth, with trade volume increasing from 43 million RMB in 2018 to 6.65 billion RMB in 2024 [16]. - Hunchun is developing a comprehensive ecosystem for cross-border e-commerce, including logistics and regulatory support, to facilitate trade with neighboring countries [16]. Group 4: Cultural Exchange - Hunchun serves as a platform for cultural exchange, with various events and activities promoting interaction between Chinese and Russian communities [18][19]. - The city’s diverse cultural offerings, including ethnic minority traditions and culinary experiences, enhance its appeal to international visitors [18][19]. - Ongoing initiatives aim to strengthen ties between Hunchun and its neighboring countries, fostering a sense of community and shared cultural heritage [19][20].

Core Viewpoint - The event marks the launch of a series of collaborative activities aimed at the integrated development of the catering industry in the Yangtze River Delta, focusing on resource integration and high-quality development pathways [1] Group 1: Local Industry Development - Lianyungang, as a key coastal city, has developed a unique seafood-centric dining culture, leveraging its rich marine resources [3] - The local dining industry faces challenges such as insufficient supply chain integration and the need to enhance brand value, necessitating collaboration within the Yangtze River Delta [3] Group 2: Strategic Initiatives - The Jiangnan Culinary Innovation Center aims to address challenges like homogenized competition and the preservation of traditional skills by integrating regional resources and promoting high-quality development in the food industry [5] - The center will serve as a comprehensive platform for technology research, talent training, and cultural exchange, emphasizing regional collaboration and shared growth [5] Group 3: Food Expo Planning - The second Food Expo, themed "Boosting Consumption, Sharing Culinary Life," will feature various activities to facilitate industry empowerment, sales connections, and cultural exchanges [8] - The expo aims to connect Lianyungang's unique food products with buyers in the Yangtze River Delta, helping local businesses expand their market reach [8] Group 4: Collaborative Outcomes - Significant cooperation agreements were reached, including Lianyungang associations participating in the Jiangnan Culinary Innovation Center and local restaurants showcasing their specialties at the Food Expo [10] - Local chefs will be recommended for participation in culinary competitions and innovation exchange events, enhancing the region's culinary profile [10] Group 5: Future Directions - The event serves as a starting point for deeper exchanges and resource alignment, with plans for continued visits to key cities in the region to promote industry collaboration [12] - The initiative aims to create a "Yangtze River Delta model" for high-quality development in the national catering industry [12]