21世纪经济报道记者陈红霞实习生叶斯哈尔湖北潜江报道 在湖北省潜江市，小龙虾不再只是夏日餐桌上的短暂风味，而是已经成长为年产值突破870亿元的富民 支柱产业。从一道时令菜肴，到一座城市的产业名片，再到一个国家级的特色产业集群，潜江这座位于 湖北省西南部的城市，正以一只小龙虾为起点，触发一场跨越地域的全球链式反应，持续拓展湖北省淡 水养殖产业的深度与广度，构建出一个以创新推动产业发展的新路径。 8月26日，在中宣部"活力中国调研行"湖北潜江站的活动现场，21世纪经济报道记者了解到，通过系统 性的技术创新与模式突破，潜江在全国率先推出"四季有虾"模式，成功破解农产品行业长期面临的季节 性瓶颈。该模式不仅打破了传统农业的天花板，实现小龙虾全年持续供应，还将单一水产养殖扩展为复 合产业生态，为地方经济转型升级提供了可复制、可推广的实践样本，更推动原有小龙虾全产业链实现 规模与辐射力的倍数级增长。 这场围绕小龙虾的产业变革，折射出地方经济高质量发展的新思路：以技术创新破解产业瓶颈，以模式 创新拓展价值空间，以产业链思维构建产业生态。潜江，正以其独特的实践，为中国现代农业创新发展 书写生动注脚。 产业困局：打破农业的季节 ...

(活力中国调研行)湖北潜江打造"四季有虾"模式 小龙虾"链"出大产业 中新网湖北潜江8月27日电 题：湖北潜江打造"四季有虾"模式 小龙虾"链"出大产业 记者 董晓斌 26日傍晚，湖北潜江张家窑"四季有虾"试验示范基地的虾稻田泛着粼粼波光，虾农们正忙着起网收虾。 一年四季都有虾的常态，已让越来越多的潜江小龙虾"爬"上全国餐桌。 当天，2025年"活力中国调研行"湖北主题采访团走进潜江市。近年来，该市整合科研、企业、农户多方 力量，打造"四季有虾"模式，让小龙虾"链"出大产业，助农增收促振兴。 素有"中国小龙虾之乡"的潜江，过去小龙虾养殖集中在春夏季，秋冬无虾可卖，导致市场供应不稳定， 也限制了农户收入和产业规模。 张家窑"四季有虾"试验示范基地应运而生。该基地由湖北省小龙虾产业技术研究院打造，共有17口池 塘，总水面170亩，能够实现从苗种培育到成虾养殖的全流程试验。 湖北省小龙虾产业技术研究院副院长李明波介绍，研究人员通过"同塘育养分离"技术，将池塘划分为繁 育区与养殖区，实现了苗种自给，再借助优化饲料、轮作水草和微生物调控，构建了四季适宜的小龙虾 养殖环境，成功培育出活力强、个体大、壳亮肉饱的小龙虾。 在 ...

食品加工 | | | | . | | --- | --- | --- | --- | | 评级: | 买入 | 维持 | 1 | 转》2024-10-29 安井食品（603345.SH） 证券研究报告/公司点评报告 2025 年 08 月 26 日 执业证书编号：S0740519080002 Email：xiongxw@zts.com.cn | 基本状况 | | | --- | --- | | 总股本(百万股) | 333.29 | | 流通股本(百万股) | 333.29 | | 市价(元) | 77.06 | | 市值(百万元) | 25,683.25 | | 流通市值(百万元) | 25,683.25 | 请务必阅读正文之后的重要声明部分 全面拥抱定制化，产品驱动稳健发展 ——安井食品 2025 年半年报点评 股价与行业-市场走势对比 事件：公司发布 2025 年半年报。25H1，公司实现营业收入 76.04 亿元，同比+0.80%； 归母净利润 6.76 亿元，同比-15.79%；扣非归母净利润 6.03 亿元，同比-21.85%；其 中 25Q2 收入 40.05 亿元，同比+5.69%；归母净利润 ...

花旗将2025至2027年净利润预测下调10%至14%，以反映毛利率预测被下调。尽管餐饮行业逆风持续， 安井食品凭借其强大的产品组合及渠道拓展举措仍具吸引力。该行维持对其"买入"评级，目标价从75港 元微降至74.8港元。 花旗发表研报指，安井食品第二季收入按年增长6%，符合预期；净利润按年降23%，逊预期，因原材 料与制造成本上升及折扣力度加大导致毛利率低于预期。按产品分类，肉类、鱼浆制品及面食及米制品 销售下降，而菜品销售增长，特别是小龙虾因价格回升实现双位数增长。股息支付比率进一步提高至 70%。 ...

公司主要会计数据和财务指标的说明 √适用 □不适用 报告期内，公司经营活动产生的现金流量净额-162,921,190.81 元，同比下降 132%，主要系 购买商品、接受劳务支付的现金较上年同期增加所致。 八. 境内外会计准则下会计数据差异 □适用 √不适用 九. 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 非经常性损益项目 金额 附注（如适用） 非流动性资产处置损益，包括已计提资产减值 -129,027.87 准备的冲销部分 计入当期损益的政府补助，但与公司正常经营 业务密切相关、符合国家政策规定、按照确定 的标准享有、对公司损益产生持续影响的政府 补助除外 除同公司正常经营业务相关的有效套期保值业 务外，非金融企业持有金融资产和金融负债产 生的公允价值变动损益以及处置金融资产和金 融负债产生的损益 单独进行减值测试的应收款项减值准备转回 967,519.05 除上述各项之外的其他营业外收入和支出 -516,706.57 其他符合非经常性损益定义的损益项目 减：所得税影响额 23,347,305.12 少数股东权益影响额（税后） 819,269.61 合计 72,624,876.71 ...

承董事會命 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2648） 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲 載 列 安 井 食 品 集 團 股 份 有 限 公 司（「 本公司 」）在 上 海 證 券 交 易 所 網 站 ( www.sse.com.cn )刊登的本公司2025年半年度報告（A股），僅供參閱。 安井食品集團股份有限公司 董事長兼執行董事 劉鳴鳴先生 中國廈門，2025年8月25日 於本公告日期，本公司董事會成員包括：(i)執行董事劉鳴鳴先生、張清苗先生、 章高路先生及黃建聯先生；(ii)非執行董事鄭亞南博士及戴凡先生；及(iii)獨立非 執行董事張梅女士、劉曉峰博士、趙蓓博士及張躍平先生。 公司代码：603345 公司简称：安井食品 2025 年半年度报告 ...

Core Viewpoint - The restaurant industry has entered a phase of stock competition, where opening new restaurants is seen as a secondary business in an oversupplied market. The focus should shift to the existing market rather than expanding supply [4][37]. Group 1: Industry Challenges - The restaurant industry is experiencing a significant decline in consumer traffic, particularly during the peak summer months, leading to a drastic reduction in foot traffic and online engagement [6][7]. - Major brands are facing structural issues, with investment return rates dropping significantly, leading to a slowdown in expansion and a general sense of stagnation across the industry [8][9][10]. - The second-hand equipment market, which thrived during the restaurant closure wave, is now facing challenges due to a surplus of equipment and a lack of buyers, resulting in decreased liquidity [11][12][14][16]. Group 2: Investment and Brand Dynamics - The investment return period for major brands has extended beyond acceptable limits, causing anxiety among stakeholders and a reluctance to invest further [9][10]. - The concept of "fast recruitment" has been prevalent, but many brands are now struggling to maintain growth, with only a few successful examples remaining [17][18]. - The overall investment structure in the restaurant industry is becoming more rational, with a focus on sustainable growth rather than excessive spending on marketing and brand promotion [32][33]. Group 3: Market Adjustments - The restaurant market is gradually becoming more rational, with a focus on core revenue from food sales rather than ancillary income streams [31][33]. - Cost structures are being reevaluated, leading to a reduction in marketing expenses and a more careful approach to operational costs [34][35]. - Profitability expectations are adjusting, with many operators now focusing on realistic return timelines and daily financial management [36][37]. Group 4: Training and Consulting - The training and consulting sectors within the restaurant industry are facing difficulties as businesses prioritize practical execution over theoretical strategies [22][23][24]. - Many training companies are struggling to retain clients as the demand for actionable insights increases, highlighting the need for effective implementation strategies [20][21].

Core Viewpoint - The "Suzhou Super Night" themed market event successfully attracted around 15,000 visitors over the weekend, showcasing vibrant nightlife in Suzhou through football, music, and food experiences [1][2]. Group 1: Event Highlights - The event featured multiple activities including live football matches, food stalls, and entertainment, creating a lively atmosphere for attendees [1]. - A significant football match between Suzhou and Taizhou drew 32,356 spectators, highlighting the community's enthusiasm for local sports [1]. - The market included over 60 themed booths, offering a variety of local delicacies and products, enhancing the overall experience for visitors [2]. Group 2: Community Engagement - Local businesses, including well-known restaurants and traditional enterprises, participated in the event, providing a platform for brand exposure and product sales [2]. - Attendees received various benefits, such as exclusive ride vouchers and discount coupons, which encouraged participation and engagement [2]. - The event organizers announced plans for the next "Suzhou Super Night" market, scheduled for September 6-7, aiming to continue the momentum of community involvement and entertainment [2].

Core Insights - The report highlights the transformation of China's rice-fish integrated farming industry from "scale expansion" to "quality and efficiency" [2][10] - The industry plays a crucial role in ensuring food security, stable supply of aquatic products, rural revitalization, and increasing farmers' income [2][10] Industry Growth - The area of rice-fish integrated farming reached 46.05 million acres, an increase of 1.15 million acres year-on-year, with a growth rate of 2.56% [3] - The production of aquatic products from this farming method reached 4.43 million tons, an increase of 267,100 tons, with a growth rate of 6.41% [3] - The proportion of rice-fish integrated farming in total freshwater aquaculture production rose to 12.55%, up 0.35 percentage points from the previous year [3] Farming Models - The rice-crayfish model is the largest, covering approximately 26 million acres, accounting for 56.46% of the total area [5] - The rice-fish model is the second largest, with nearly 14 million acres, representing 30% of the total area [6] Industry Structure and Collaboration - The report indicates a significant change in the operational entities within the rice-fish integrated farming sector, with traditional farmers increasingly joining cooperatives or signing contracts with companies [7] - The "company + cooperative + farmer" model is widely adopted, enhancing production standardization and market adaptability [7] Value Chain Development - There is a strong push for the integration of the entire industry chain, focusing on extending, supplementing, and strengthening the value chain [8] - Various regions are developing industry clusters, with notable examples including Hubei, Jiangxi, and Anhui, which have been recognized as advantageous characteristic industry clusters [8] Future Prospects and Challenges - The rice-fish integrated farming industry is at a critical stage of transformation, facing challenges such as technological bottlenecks and the need for value chain upgrades [10][11] - The report emphasizes the need for coordinated efforts across technology, organization, market, and policy dimensions to drive high-quality development [11]

Core Viewpoint - The small lobster industry in Qianjiang, Hubei, has seen rapid growth, with a comprehensive output value exceeding 87 billion yuan and an annual trading volume of 800,000 tons, accounting for 60% of Hubei's total output and 25% of the national total, indicating a strong market demand and potential for further expansion [1][2]. Group 1: Industry Growth - The small lobster has become a popular night snack, making Qianjiang a destination for food enthusiasts, especially during the summer [1]. - The industry is on track to become a trillion-yuan sector, reflecting its significant economic impact [1]. Group 2: Financial Support - Financial institutions are playing a crucial role in supporting the small lobster industry, with companies like Henglong Agricultural Products receiving quick loans to address cash flow issues and expand procurement [2]. - Everbright Bank has facilitated international trade for the small lobster industry by providing credit and foreign exchange services, helping local products reach international markets [2]. Group 3: Employment and Community Impact - The development of the small lobster industry has led to the cultivation of 500,000 acres of lobster farming, benefiting 150,000 households and increasing their income by 1.32 billion yuan [3]. - Financial strategies are being tailored to support rural revitalization and enhance employment opportunities within the community [3].