Core Viewpoint - Guolian Aquatic's half-year report for 2025 indicates a revenue of 1.651 billion yuan, facing challenges from international tariff policies, domestic consumption weakness, and low shrimp prices, while actively responding through strategic adjustments and refined management [1] Group 1: Financial Performance - In the first half of 2025, Guolian Aquatic achieved a revenue of 1.651 billion yuan, with international business revenue and profit growing over 50% year-on-year [1] - The company successfully expanded into new markets in Eastern Europe and South Korea, establishing overseas OEM factories [1] Group 2: Strategic Adjustments - The company is focusing on resource integration and business structure adjustment to prepare for future industry recovery and policy benefits [1] - Guolian Aquatic is enhancing its international marketing competitiveness, significantly increasing performance through global procurement advantages and deep processing capabilities [2] Group 3: Production and Management - The company is promoting refined management and cost reduction in its three major factories, implementing automation technology upgrades and optimizing processes [2] - Advanced equipment such as color sorting machines and ion chromatography instruments have been introduced to improve automation levels and quality control standards [2] Group 4: Strategic Partnerships - In July 2025, Guolian Aquatic announced a strategic investment from Zhanjiang Ocean No.1 Industry Development Investment Fund, marking a significant milestone for local state-owned capital empowering leading marine economy enterprises [2] - The partnership with Yum China at the China International Supply Chain Promotion Expo aims to shift the focus of previously exported high-quality tilapia products to the domestic market [2][3] Group 5: Market Focus - The company is concentrating on the domestic market and high-growth sectors such as marine food, while actively exploring emerging markets along the Belt and Road Initiative [3] - The collaboration with Yum China is seen as a key step in building a "dual circulation" model of external sales and domestic demand [3]

国联水产（300094）27日晚间发布的2025年半年度报告显示，上半年，公司实现营业收入16.51亿元； 归属于上市公司股东的净利润亏损5.4亿元。 据了解，国联水产面临国际关税政策及国内消费疲软、虾价低迷等多重挑战，公司正通过战略调整与精 细管理积极应对。其中，公司国际业务表现突出，营收及盈利增长超50%，成功拓展东欧、韩国等新市 场，并实现海外OEM工厂突破。 具体来看，纵观全球水产行业，目前正处于周期底部阶段。在此背景下，国联水产的业绩波动，本质上 是行业周期与企业战略转型叠加的"战略性换挡"。公司正主动调整业务结构，聚焦资源整合，夯实发展 基础，为后续行业复苏与政策红利下的业绩回暖积蓄能量。 报告期内，公司国际营销业务竞争力显著提升，业绩实现大幅增长。国际营销业务营业收入和盈利增长 均超50%。利用公司全球采购优势和工厂精深加工优势，重新打开东欧国家和韩国市场，成功打造海外 OEM样板工厂，实现国内下单、国际生产、国际销售，为澳洲和欧洲市场开拓注入新的活力。 此外，国联水产7月发布公告称，湛江市海洋壹号产业发展投资基金(有限合伙)已完成对公司核心子公 司国联(湛江)水产有限公司的战略投资。这一举措被 ...