本报讯 （记者李昱丞）2026年2月2日，由广东省湛江市政府牵头组织的"广货行天下 湛品进星城"活动 在湖南省长沙市举行。活动现场，湛江国联水产开发股份有限公司（以下简称"国联水产"）旗下龙霸煲 虾、水煮汉虾、马蹄虾块、香酥黄金鱼条、风味烤鱼等系列产品悉数亮相。在本次招商推介会现场，湖 南文和友小龙虾有限公司等七家湖南企业与国联水产成功达成签约合作，销售总金额近五亿元。 （编辑 郭之宸） 与此同时，企业依托湛江现代化海洋牧场优势，联动本地科研资源，推动生态养殖与精深加工深度融 合，既助力湛江巩固海洋渔业产量和产值连续30年居全省首位的优势，也为区域海洋经济结构优化注入 动能。 业内人士认为，此次"广货行天下 湛品进星城"活动，并非简单的产品展示，也是国联水产全产业链实 力、产品创新能力的集中检阅，更是湛江水产产业转型成果与城市品牌魅力的立体呈现。当来自南海的 湛品走进长沙，不仅打通了产地与内陆市场的产销壁垒，更以美食为媒介，让更多人了解湛江海洋经济 的发展实力。 展望未来，国联水产方面称，公司将持续坚守链主担当，以2026年"保质量、保交付、保利润"行动纲领 为指引，深耕预制菜赛道，推进产品创新与品质升级，深 ...

Core Viewpoint - The strategic investment signing ceremony between Guolian Aquatic Products and Ocean One Fund aims to enhance the integration of capital and industry, promoting the high-quality development of modern marine ranching and the aquatic processing industry in Zhanjiang, Guangdong [1][5][12]. Group 1: Strategic Collaboration - Guolian Aquatic Products and Ocean One Fund will work together to deepen the integration of capital and industry, contributing to the construction of modern marine ranching and the high-quality development of the aquatic processing industry [5][9]. - The partnership aligns with the Guangdong provincial government's strategy to strengthen marine economic development, emphasizing the need to leverage marine advantages and accelerate the establishment of a modern marine economy [7][11]. Group 2: Industry Leadership - Guolian Aquatic Products has over 20 years of experience in the aquatic industry, leveraging local marine resources and establishing a comprehensive procurement system for shrimp and other aquatic products [9][11]. - The investment from Ocean One Fund will support Guolian's subsidiary, Guomei Foods, enhancing its capabilities in deep processing and cold chain logistics, thereby addressing the supply and processing gaps in primary agricultural products [9][11]. Group 3: Economic Impact - The establishment of Ocean One Fund aims to drive the integration of the first and second industries in the fishery economy, transforming the industry from resource dependence to value-driven [11][12]. - The fund will inject 100 million yuan to support the deep processing of aquatic products, enhancing the value chain and promoting the development of high-quality marine ranching [11][12]. Group 4: Community Engagement - Guolian Aquatic Products will optimize its model to provide technical guidance and order assurance to local fish farmers, directly benefiting over 3,000 fishermen and promoting a win-win development scenario [12]. - This collaboration represents an innovative integration of marine economic development models, aiming to create a replicable and promotable "Zhanjiang model" for Guangdong's marine economy [12].

Core Viewpoint - Guolian Aquatic Products (300094.SZ) continues to face significant performance pressure, with a substantial decline in revenue and increasing losses, prompting the company to adopt a "321 big product" strategy to address these challenges [2][4]. Financial Performance - In 2024, the company reported operating revenue of 3.409 billion yuan, a year-on-year decrease of 26.16% [2]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was a loss of 758 million yuan, with a year-on-year increase in loss magnitude of 39.22% [2]. - The food business revenue was 3.232 billion yuan, down 25.15% year-on-year, following a previous decline of 4.51% in 2023 [3]. Inventory and Profitability Issues - The company's inventory balance at the end of 2024 was 2.565 billion yuan, with a provision for inventory impairment of 666 million yuan, resulting in a final book value of 1.899 billion yuan [3]. - The inventory impairment ratio in 2024 was significantly higher than in 2023, indicating increased financial strain [3]. Regulatory Concerns - The Guangdong Securities Regulatory Commission issued an administrative regulatory decision citing seven major issues, including inaccurate revenue accounting and insufficient provisions for inventory impairment [5][6]. - The company was found to have prematurely recognized revenue in certain sales, leading to inflated revenue figures [5]. Strategic Response - In response to the financial challenges, the company outlined four strategic directions: focusing on the "321 big product" strategy, optimizing sales channels primarily in the domestic market, enhancing research and development for competitive products, and upgrading the supply chain by divesting from upstream segments [9]. - The company reported a significant increase in international marketing revenue, with a 34% year-on-year growth in non-U.S. markets and a 60% increase in exports to Europe [10]. Market Segmentation - In 2024, domestic market revenue was 2.337 billion yuan, accounting for 68.54% of total revenue, while international market revenue was 1.072 billion yuan, making up 31.46% [11]. - The domestic business revenue saw a decline of 31.03%, while the international business revenue decreased by 18.82% [13].