7月25日，开创国际今日收盘11.01元，上涨1.01%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到39.88倍，创17天以来新低，总市值26.53亿元。 从行业市盈率排名来看，公司所处的农牧饲渔行业市盈率平均43.25倍，行业中值43.12倍，开创国际排 名第55位。 截至2025年一季报，共有1家机构持仓开创国际，其中基金1家，合计持股数1.03万股，持股市值0.00亿 元。 上海开创国际海洋资源股份有限公司的主营业务是从事远洋渔业捕捞、水产品加工销售及相关贸易。公 司的主要产品是金枪鱼、罐头食品、鱼柳。 最新一期业绩显示，2025年一季报，公司实现营业收入5.83亿元，同比5.04%；净利润1291.91万元，同 比70.33%，销售毛利率32.46%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13开创国际39.8843.351.1726.53亿行业平均 43.2547.823.99123.18亿行业中值43.1252.732.9044.58亿1天邦食品7.134.801.8469.99亿2傲农生物 9.3617.613.49102.04亿3温氏股份9.6913.092. ...

Company Overview - The company, Shanghai Kaichuang International Marine Resources Co., Ltd., specializes in deep-sea fishing, seafood processing, sales, and related trade, with main products including tuna, canned foods, and fish fillets [1] - As of March 31, 2025, the number of shareholders increased to 18,479, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Financial Performance - For Q1 2025, the company reported a revenue of 583 million yuan, representing a year-on-year increase of 5.04% [1] - The net profit for the same period was 12.92 million yuan, showing a significant year-on-year growth of 70.33% [1] - The sales gross margin stood at 32.46% [1] Market Position - The company's current rolling price-to-earnings (PE) ratio is 39.88, which is below the industry average of 42.58 and the industry median of 42.37, ranking 55th in the industry [1][2] - The total market capitalization of the company is 2.653 billion yuan [1]

Company Overview - Shanghai Kaichuang International Marine Resources Co., Ltd. is primarily engaged in deep-sea fishing, seafood processing, sales, and related trade [1] - The main products include tuna, canned foods, and fish fillets [1] Financial Performance - For Q1 2025, the company reported revenue of 583 million yuan, representing a year-on-year increase of 5.04% [1] - The net profit for the same period was 12.92 million yuan, showing a significant year-on-year growth of 70.33% [1] - The sales gross margin stood at 32.46% [1] Market Position - As of July 9, the company's stock closed at 10.45 yuan, down 1.42%, with a rolling PE ratio of 37.85 times [1] - The total market capitalization is 2.518 billion yuan [1] - In the context of the agriculture, animal husbandry, and fishery industry, the average PE ratio is 42.89 times, and the median is 43.09 times, placing the company at the 53rd position in the industry ranking [1][2] Institutional Holdings - As of Q1 2025, there are six institutions holding shares in the company, including one fund, with a total holding of 131.37 million shares valued at 1.241 billion yuan [1]

Group 1 - The core viewpoint of the articles indicates that Kaichuang International's stock price has decreased by 3.80%, with a current PE ratio of 38.46 and a total market capitalization of 2.559 billion yuan [1][2] - The average PE ratio for the agriculture, animal husbandry, and fishery industry is 43.09, with a median of 43.51, positioning Kaichuang International at the 53rd rank within the industry [1][2] - As of March 31, 2025, the number of shareholders for Kaichuang International has increased to 18,479, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - Kaichuang International primarily engages in deep-sea fishing, seafood processing, sales, and related trade, with key products including tuna, canned foods, and fish fillets [1] - In the first quarter of 2025, the company reported a revenue of 583 million yuan, reflecting a year-on-year growth of 5.04%, and a net profit of 12.9191 million yuan, which is a significant increase of 70.33%, with a sales gross margin of 32.46% [1]

Company Overview - Shanghai Kaichuang International Marine Resources Co., Ltd. is primarily engaged in deep-sea fishing, seafood processing and sales, and related trade. The main products include tuna, canned foods, and fish fillets [1]. Financial Performance - For Q1 2025, the company reported a revenue of 583 million yuan, representing a year-on-year increase of 5.04%. The net profit was 12.92 million yuan, showing a significant year-on-year growth of 70.33%. The sales gross margin stood at 32.46% [1]. Market Position - As of June 13, the company's stock closed at 10.08 yuan, down 1.56%, with a rolling price-to-earnings (PE) ratio of 36.51 times. The total market capitalization is 2.429 billion yuan [1]. - In comparison to the industry, the average PE ratio for the agriculture, animal husbandry, and fishery sector is 42.56 times, with a median of 44.33 times, placing Kaichuang International at the 54th position within the industry [1][2]. Shareholding Structure - As of the Q1 2025 report, six institutions held shares in Kaichuang International, with a total holding of 131.37 million shares valued at 1.241 billion yuan. Among these, one is a fund and the other five are classified as other institutions [1].

Core Viewpoint - The U.S. government's decision to double tariffs on steel and aluminum products from 25% to 50% is expected to significantly increase manufacturing costs across various industries, ultimately impacting consumers and the overall economy negatively [1][2][3]. Industry Impact - The automotive industry is projected to face the most immediate effects, with estimates suggesting that the increased tariffs could raise the cost of producing each vehicle by approximately $400, given that steel's value in a car is around $800 [1][2]. - Sports equipment prices, including items like baseball bats and tennis rackets, are also expected to rise, potentially leading to decreased consumer spending in sports [2]. - The food and beverage sector will likely see price increases for everyday items such as canned goods and soft drinks, as manufacturers increasingly rely on imported materials [2]. - The housing market may experience a rise in new home costs by about $10,900 due to increased prices for steel and aluminum used in construction [2]. Economic Analysis - Experts argue that the tariff increase is a misguided policy that could harm the U.S. economy in the long run, as it raises costs for various industries while failing to provide substantial benefits to the domestic steel industry [3]. - The uncertainty surrounding the duration of the 50% tariffs is causing concern among business owners, potentially deterring them from making significant investments in capacity expansion [3]. - The move is seen as a step towards increased protectionism, which could undermine international trade relationships and cooperation [3].

Core Viewpoint - The increase of tariffs on imported steel and aluminum from 25% to 50% is expected to significantly raise costs for various industries in the U.S., leading to higher prices for consumers and potential job losses in sectors reliant on these materials [4][10][25]. Group 1: Impact on Industries - The steel cable industry, represented by companies like Walz's, faces severe challenges due to increased raw material costs and competition from foreign products [1]. - The manufacturing sector, particularly metal manufacturing, is projected to incur an additional cost of $22.4 billion for imported steel and aluminum, with derivative product costs rising by $29 billion [7]. - The construction industry anticipates an increase in average new home costs by over $10,000 due to the tariffs, exacerbating existing pressures from high housing prices and mortgage rates [16][18]. Group 2: Consumer Impact - The tariffs are expected to raise prices across a wide range of consumer goods, including automobiles, household appliances, and canned foods, disproportionately affecting low-income households [10][14]. - The cost of essential items, such as canned foods and housing, is likely to rise significantly, impacting affordability for ordinary families [14][16]. Group 3: Employment Effects - The tariffs may lead to a net loss of jobs, with estimates suggesting that while the steel industry could gain around 1,000 jobs, other sectors like manufacturing and construction could lose approximately 75,000 jobs [25][29]. - The overall economic outlook is pessimistic, with recent data showing a slowdown in job creation, indicating that the tariffs may be counterproductive to the goal of protecting American jobs [22][25].

Company Overview - Shanghai Kaichuang International Marine Resources Co., Ltd. is primarily engaged in deep-sea fishing, seafood processing, sales, and related trade. The main products include tuna, canned foods, and fish fillets [1]. Financial Performance - For Q1 2025, the company reported a revenue of 583 million yuan, representing a year-on-year increase of 5.04%. The net profit was 12.92 million yuan, showing a significant year-on-year growth of 70.33%. The sales gross margin stood at 32.46% [1]. Market Position - As of June 5, the company's stock closed at 10.13 yuan, down by 1.36%. The rolling price-to-earnings (PE) ratio reached 36.69 times, with a total market capitalization of 2.441 billion yuan. In comparison, the average PE ratio for the agriculture, animal husbandry, and fishery industry is 43.36 times, and the industry median is 41.52 times, placing the company at the 54th position in the industry ranking [1][2]. Shareholding Structure - As of the Q1 2025 report, six institutions held shares in the company, including one fund, with a total holding of 131.37 million shares valued at 1.241 billion yuan [1].

Group 1 - The U.S. government announced an increase in tariffs on imported steel and aluminum from 25% to 50%, effective June 4, 2025, adding to global economic uncertainty [1][2] - The European Union expressed regret over the U.S. decision, indicating it could lead to retaliatory measures, with existing and additional measures set to automatically take effect on July 14, 2025, if no acceptable solution is reached [2] - The increase in tariffs is expected to raise prices on significant consumer goods, including housing, automobiles, and packaged foods, impacting ordinary consumers [2] Group 2 - The U.S. canned food manufacturing sector is likely to face increased costs due to higher steel and aluminum tariffs, which could lead to higher prices for canned products [2] - Major multinational food companies may be compelled to raise product prices as they struggle to source all necessary raw materials domestically due to the tariffs [2]

Group 1 - The core viewpoint of the news is that Kaichuang International's stock price has shown a slight increase, with a current PE ratio of 36.83, which is the lowest in 34 days, and a total market capitalization of 2.45 billion yuan [1] - The company operates in the marine resources sector, primarily engaged in deep-sea fishing, seafood processing, and related trade, with main products including tuna, canned foods, and fish fillets [1] - As of the first quarter of 2025, the company reported a revenue of 583 million yuan, a year-on-year increase of 5.04%, and a net profit of 12.92 million yuan, reflecting a significant year-on-year growth of 70.33% [1] Group 2 - In terms of industry comparison, the average PE ratio for the agriculture, animal husbandry, and fishery industry is 43.02, with a median of 42.55, positioning Kaichuang International at the 54th rank within the industry [2] - The company has a total of 6 institutional investors holding shares, with a combined holding of 131.37 million shares valued at 1.24 billion yuan [1]