据新华社消息，就中方向日方通报暂停进口日本水产品，外交部发言人毛宁19日在例行记者会上表示，日方 此前承诺履行输华水产品的监管责任，保障产品质量安全，这是日本水产品输华的先决条件。但是，日方目 前未能提供所承诺的技术材料。近期，由于日本首相高市早苗倒行逆施，在台湾等重大问题上的错误言论引 起中国民众的强烈公愤。"当前形势下，即使日本水产品向中国出口也不会有市场。" 中国此前一直是日本农林水产品的最大出口市场。但自2023年福岛核电站"排污入海"以来，这一局面已然发 生了重大改变。 日本扇贝去年对华零出口 据日本农林水产省的数据，2022年日本农林水产品与食品的出口额达到1.4万亿日元（约合人民币735亿 元）。从出口目的地来看，中国市场贡献了最大消费力，增长达到25.2%，增至2783亿日元。扇贝、海参等海 产品以及日本烧酒、威士忌、饮料等，均为出口至中国市场的主要产品。 2024年日本农林水产品对华出口额减少29%，至1681亿日元，连续两年下降。就水产品而言，当年日本对华 出口额仅为约61亿日元，与2022年（871亿日元）相比跌幅超90%。昔日扇贝等"主力产品"受到的冲击尤为显 著。其中，日本扇贝对中国 ...

日本扇贝去年对华零出口 据日本农林水产省的数据，2022年日本农林水产品与食品的出口额达到1.4万亿日元（约合人民币735亿 元）。从出口目的地来看，中国市场贡献了最大消费力，增长达到25.2%，增至2783亿日元。扇贝、海 参等海产品以及日本烧酒、威士忌、饮料等，均为出口至中国市场的主要产品。 细分品类来看，当年，日本水产品对华出口额约为871亿日元（约合人民币43亿元），占日本对全球水 产品出口总额的约22%。 对日本水产品而言，一方面国际市场并无有效可以替代中国市场的买家，另一方面，还要面对美国特朗 普政府的15%对等关税。 据新华社消息，就中方向日方通报暂停进口日本水产品，外交部发言人毛宁19日在例行记者会上表示， 日方此前承诺履行输华水产品的监管责任，保障产品质量安全，这是日本水产品输华的先决条件。但 是，日方目前未能提供所承诺的技术材料。近期，由于日本首相高市早苗倒行逆施，在台湾等重大问题 上的错误言论引起中国民众的强烈公愤。"当前形势下，即使日本水产品向中国出口也不会有市场。" 中国此前一直是日本农林水产品的最大出口市场。但自2023年福岛核电站"排污入海"以来，这一局面已 然发生了重大改变。 ...

因核污染水事件，日本水产产业一度受挫。日本农林水产省数据显示，2024年上半年，日本农林水产品 和其他食品出口额出现4年来首次下滑，同比降低1.8%，总出口额为7013亿日元（100日元约合5元人民 币）。其中，对中国大陆出口额骤降43.8%，仅为784亿日元，其中海鲜出口额"断崖式"下降92.3%，仅 35亿日元。经过一段时间后，日本水产出口原本在慢慢恢复，近期一批北海道产的冷冻扇贝已经启程运 往中国，日本政府计划于11月进一步向中国出口海参，而如今日本水产品的对华出口又将受挫，日本相 关水产企业将受到直接影响。 日本相关水产企业将受到直接影响。 值得一提的是，11月19日下午，水产板块集体拉升，多只核心个股集体涨停。国联水产（300094.SZ） 午后开盘即封死20%涨停板，獐子岛（002069.SZ）、大湖股份（600257.SH）、中水渔业 （000798.SZ）、开创国际（600097.SH）等多只水产股同步涨停。 第一财经记者随后采访部分主要大型连锁超市后了解到，自日本核污染水排放事件后，大部分超市已经 暂停了日本水产品进口，主要是金枪鱼等品类，而三文鱼等水产品则大多数由挪威进口。但经过一段时 间 ...

| 6.99 | 所属行业:农林牧渔 +0.11% > 查看所属板块 > | | | | | | | --- | --- | --- | --- | --- | --- | --- | | +0.64 +10.08% | 水产 +7.38% 最相关 | | | 白酒 -0.81% | | | | 今 开 | 6.47 最 高 | | 6.99 | 成交量 | 71.9万手 | | | 昨 收 | 最 低 6.35 | | 6.30 | 成交额 | | 4.67亿 | | 市智 | -4460.69 换手率 14.95% 总市值 | | | | | 33.6亿 ▲ | | 涨停分析 | 水产 公司大力发展冰鲜冰冻淡水产品,研 ... > | | | | | | | 分时 | 五日 周Ｋ 月Ｋ 分钟 ▼ | 日K | | | | 0 | | 6.99 | | | 10.08% | 买 卖5 | | 院 0 | | | | | | 卖4 | | 0 | | | | | | 季3 | | 0 | | 1 | | | | 卖2 | | 0 | | | | | | 卖1 | | 0 | | | | | | 三1 | 6. ...

Core Viewpoint - The company is facing significant financial pressure due to high debt levels and declining profitability, exacerbated by a recent share reduction plan by its controlling shareholder [1][2][5]. Financial Performance - As of Q3 this year, the company's cash on hand has decreased to 339 million yuan, while short-term interest-bearing liabilities have reached 1.978 billion yuan, indicating insufficient cash to cover short-term debts [2][3]. - The company's operating cash flow has sharply declined to 94.7 million yuan, a year-on-year decrease of 62% [3]. - In the first three quarters, the company reported revenue of 936 million yuan, down 3.73% year-on-year, and a net profit attributable to shareholders of 27.03 million yuan, down 8.45% year-on-year [6]. Debt and Financial Structure - The company has a high proportion of short-term borrowings, accounting for 84% of its interest-bearing liabilities [2]. - Financial expenses have significantly eroded profits, with financial costs in recent years being 1.02 billion yuan, 1.27 billion yuan, and 1.18 billion yuan, which are 1.7, 2.59, and 2.74 times the net profit attributable to shareholders, respectively [3]. Business Operations - The company’s main business, sea cucumber farming, has a long cycle, leading to low capital turnover and requiring continuous investment [3]. - The company has maintained high fixed asset levels, with fixed assets amounting to 3.319 billion yuan, representing 51% of total assets [3]. Market Conditions - The sea cucumber industry has seen increased production leading to oversupply, with average sales prices for fresh sea cucumbers dropping by 4.5% year-on-year to 125.16 yuan per kilogram [6][7]. - The company is experiencing a decline in both sales volume and prices, with fresh sea cucumber sales down 22.61% [6][7]. Profitability Challenges - The company's gross margin has fallen to 15.57%, a decrease of 5.85 percentage points from 2022, while the net profit margin has dropped from 4.88% to 3.23% [7]. - Non-recurring gains, primarily from government subsidies, have inflated profits, with non-recurring net profit at 30.53 million yuan, while the net profit after excluding these gains is only 12.89 million yuan [7]. Shareholder Actions - The controlling shareholder, Haodangjia Group, plans to reduce its stake by up to 2.7%, with 60.29% of its shares already pledged [2].

证券日报网讯利群股份（601366）11月17日在互动平台回答投资者提问时表示，公司食品目前研发产品 包含豆制品、鲜米面制品、速冻米面制品、烘焙面包、中式面点、酱卤熟食、腌制调理制品、盒饭寿 司、预制菜、海参等500余种，拥有自有食品品牌福兴、麦谷仟仟、郦可麦、禛禛有、祥悠、仟福臻、 谷仁庄、福兴水产等。 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the ongoing challenges in the pork market, with prices experiencing a downward trend, currently at 11.90 CNY/kg, a decrease of 1.18% week-on-week. The market is characterized by a supply-demand tug-of-war, with large-scale pig farms adopting strategies to control supply and increase prices [2][12] - The report emphasizes the importance of the seed industry revitalization action plan, aiming for high-quality development during the 14th Five-Year Plan period, focusing on technological self-reliance and independent control of seed sources [1][11] - The report suggests that the commercialization of genetically modified crops will accelerate, significantly impacting yield improvements and self-sufficiency rates for key varieties [1][11] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs held a meeting to promote the revitalization of the seed industry, emphasizing the need for high-quality development and technological independence. Key actions include improving seed quality, protecting intellectual property, and enhancing biosecurity measures [1][11] - Recommended companies in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is reported at 11.90 CNY/kg, with a notable decrease in losses for self-bred pigs to 114.81 CNY per head and 205.64 CNY for purchased piglets. The industry is still in a loss-making state but is seeing a reduction in losses compared to previous weeks [2][12] - The report anticipates a long-term upward adjustment in domestic pig prices, driven by policy guidance aimed at improving quality and efficiency in the industry [2][12] - Recommended stocks in the swine sector include companies like Muyuan Foods, Wens Foodstuff Group, and DeKang Agriculture [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2256.27 CNY/ton, up 0.92% week-on-week [25] - Wheat: The average price is 2485.11 CNY/ton, down 0.15% week-on-week [28] - Soybeans: The average price is 4011.58 CNY/ton, up 0.10% week-on-week [40] - Cotton: The average price is 14640.00 CNY/ton, up 0.10% week-on-week [45]

Group 1 - The core viewpoint of the articles highlights the green development of the marine fishery industry in Dalian, focusing on sustainable practices in sea cucumber farming and the financial support provided by local banks for ecological initiatives [1][2]. Group 2 - Dalian Xinyulong Marine Biological Seed Industry Technology Co., Ltd. emphasizes a complete industrial chain based on organic agriculture standards, achieving dual organic certification for its sea cucumbers [1]. - The company utilizes biological technology to treat aquaculture wastewater, reducing nitrogen and phosphorus content and enabling water recycling [1]. - Dalian Haixing Island Food Co., Ltd. sources its sea cucumber raw materials from local waters, benefiting from strict government supervision and contributing to the green development of the sea cucumber industry [1]. Group 3 - Local banks in Dalian are providing innovative financial services to support the green development of the sea cucumber industry, including differentiated credit policies and green loans for ecological restoration projects [2]. - Agricultural Bank of Dalian has introduced a financial service plan for the sea cucumber industry, while the Agricultural Development Bank has been approved for 680 million yuan in green loans for water environment projects [2]. - Other banks, such as Industrial and Commercial Bank and Postal Savings Bank, are offering various financing services and innovative green financial products to lower financing barriers for the local sea cucumber industry [2]. Group 4 - Dalian currently has 32 national-level marine ranches and aims to optimize industrial structure, develop deep-sea aquaculture, and promote resource recycling [2].

11月14日，獐子岛盘中上涨2.21%，截至11:09，报4.16元/股，成交2570.72万元，换手率0.88%，总市值 29.58亿元。 责任编辑：小浪快报 资料显示，獐子岛集团股份有限公司位于辽宁省大连市金普新区炮台街道迎宾大道2号普湾景苑酒店2 楼，成立日期1992年9月21日，上市日期2006年9月28日，公司主营业务涉及海珍品种业、海水增养殖 业、海洋食品研发、加工及新零售、渔业装备等产业。主营业务收入构成为：其他68.37%，虾夷扇贝 18.84%，海参9.75%，海螺1.68%，海胆1.04%，鲍鱼0.33%。 獐子岛所属申万行业为：农林牧渔-渔业-水产养殖。所属概念板块包括：预制菜、乡村振兴、电子商 务、冷链物流、小盘等。 截至9月30日，獐子岛股东户数3.03万，较上期减少1.69%；人均流通股23432股，较上期增加1.72%。 2025年1月-9月，獐子岛实现营业收入10.83亿元，同比减少7.14%；归母净利润-3237.34万元，同比减少 30.79%。 分红方面，獐子岛A股上市后累计派现11.47亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入17.68万元，大单 ...

Core Insights - The Ministry of Natural Resources has released 12 typical cases of layered sea area usage rights, providing replicable and promotable practices for the utilization of marine areas nationwide [1] - Two cases from Dalian, namely Changhai County's layered aquaculture and Pulandian District's "fishing-solar complementary" project, have been selected as examples [1] Group 1: Changhai County Case - Changhai County has confirmed a sea area usage of 8.087 million acres, with 466,000 acres designated for layered aquaculture [2] - The layered usage rights allow aquaculture operators to cultivate shellfish, fish, and algae on the water surface and in the water body, while also breeding high-value species like abalone and sea cucumbers on the seabed [2] - The county's sea area usage fees have exceeded 380 million yuan for two consecutive years, with a projected fishery output of 732,000 tons and a fishery value of 10.09 billion yuan in 2024, reflecting a year-on-year growth of 3.7% [2] Group 2: Pulandian District Case - The "Dalian Coastal Tidal Flat Source Network and Energy Storage Integrated Demonstration Base Project" is the first coastal tidal flat power generation demonstration project in the province, covering an area of approximately 2,800 acres [2] - This project employs an innovative layered development model that integrates marine aquaculture with solar power generation, enhancing resource utilization and economic benefits [2] - The project emphasizes ecological protection, saving approximately 51,100 tons of standard coal annually and reducing carbon dioxide emissions by about 134,900 tons [3]