（原标题：张偲院士：引全球人才和"耐心资本"打造广东海洋牧场） 南方财经记者郑玮 广州报道 8月26日，广东省加快推进现代化产业体系建设专题会议（岭南特色现代农业专场）在广州举行。在专 题会议现场，中国工程院院士、南方海洋科学与工程广东省实验室（广州）主任张偲表示，广东建设海 洋牧场在气候、市场和产业基础上具备先发优势，未来应聚焦空间保障、科技赋能、产业融合、要素支 撑等核心领域，进一步推动海洋牧场从"公益属性"向"生态经济复合型"转型。 作为海洋大省，2024年广东全省海洋生产总值突破2万亿元，连续30年居全国首位，海洋生产总值约占 全国的1/5。其中，以海洋牧场等新业态为牵引的海洋渔业占据关键地位。但过去"海洋牧场"具有较强 公益属性，以政府提供资金支持为主，企业和社会资本参与较少。 对此，张偲表示，人才是海洋牧场发展的关键因素，建议敞开胸怀引进全球高端人才，通过成功产业化 案例吸引社会资本持续参与。同时，加大财政支持，建立"耐心资本"引导机制，推动养殖装备研发与智 能化升级。 为进一步优化海洋牧场产业发展环境，张偲建议，可逐步将符合优化调整条件的渔港及传统养殖水域从 生态保护红线、自然保护地中调出，解决 ...

中国科学院院士 张偲：打造"广 东海鲜"品牌， 刻不容缓！_南 方+_南方plus "打造'广东海 鲜'品牌，做强 海洋牧场，极其 必要，刻不容 缓！"8月26日， 在省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色农 业专场）上，中 国科学院院士张 偲说。 据了解，广东是 海洋经济强省， 连续30年海洋 GDP全国第一。 大陆海岸线长 4114公里，全国 第一。 张偲建议，推动 产业全链条升 级，实施三倍体 牡蛎、金枪鱼、 东星斑、金鲳鱼 等百亿级产业集 群计划，建设海 水产品预制菜产 业园，发展"风 渔融合""渔旅融 合"等新业态。 同时，加强品牌 培育，打造"广 东海鲜"区域公 用品牌，培育覆 盖全链条的链主 型企业，通过举 办水产种业博览 会促进技术交流 与市场拓展。 "扩展市场是关 键。"张偲认 为，应该重视精 深加工体系建设 和市场建设。他 表示，目前，优 质鱼类的市场， 比如大西洋鲑鱼 和石斑鱼，单种 鱼类市场约为 20-30万吨，"据 估计，市场前景 扩展到50万吨是 很有希望的。" 种苗建设方面， 应更加重视深远 海主导品种和适 养品种的开发， 重视多倍体品种 和大洋优质种苗 的开 ...

继2023年、2024年连续两年亏损后，中水渔业(000798.SZ)近日交出了一份减收增利的2025年半年度业绩报告。上半年公司营收同比下降逾一成，归母净 利润却同比增长逾两成。而在公司上半年盈利增长背后，巨额政府补助发挥了关键作用。 证券之星注意到，近几年受核心金枪鱼产品价格承压和捕捞业务成本高企等因素拖累，中水渔业毛利率持续低迷。今年上半年，公司三大主营业务中的两 大业务营收和毛利率双双下滑。核心产品金枪鱼销售毛利率更是暴降至-15.38%。 需要注意的是，公司2022年发起的旨在促进金枪鱼业务发展壮大的两个募投项目，截至6月底，经历延期后的金枪鱼研发加工中心项目官宣落地。但由于 今年上半年金枪鱼的毛利率为负，这一加码能否兑现预期收益有待验证。 01.上半年盈利增长背后，巨额政府补助是主要影响因素 公开资料显示，中水渔业于1998年上市，主要经营远洋捕捞、渔业服务、水产品加工与贸易等业务。金枪鱼、鱿鱼、虾类及其加工品是公司拳头产品。 财报显示，今年上半年中水渔业实现营收17.47亿元，同比下降10.66%，上年同期为同比增长5.22%；实现归母净利润8631万元，同比增长22.12%，上年同 期为同比下 ...

公司渔业服务业务支撑全球化布局，运营体系成熟高效。渔业服务业务上半年收入6.44亿元，占总收入 的36.88%，其作为公司的重要支撑板块，具备成熟的运营体系。公司运营10艘船舶，相关业务实现营 业收入7.93亿元，展现了公司在海上加油和冷藏运输领域的服务能力，为远洋捕捞业务提供了坚实的后 勤保障，助力全球业务的顺利开展。 中水渔业数智化转型加速，推动产业链智能化与可持续发展。公司持续加大研发投入，报告期内研发费 用同比增长2.87%，重点用于开发"海鹰AI系统"和智能化分拣装备，已在金枪鱼、鱿鱼等核心产品捕捞 和加工环节应用，有效提升了生产效率和环保水平。同时，公司积极履行社会责任，参与国际履约和环 保行动，强化了合规经营与国际形象。通过智能化与绿色化并举，公司正朝着高质量发展目标稳步迈 进。 公告显示，中水渔业业务范围包括远洋捕捞、食品加工、水产品贸易和渔业服务，船队规模和生产能力 在国内名列前茅。主要产品如金枪鱼和鱿鱼的捕捞量在市场上占据领先地位。深圳国际金枪鱼交易平台 的销售和贸易规模持续扩大，产品销售新模式日益成熟，主业全产业链不断拓展，增强了公司在行业内 的影响力和话语权。 中证报中证网讯(王珞)中 ...

Core Points - China is expanding its zero-tariff policy to 53 African countries, effective December 1, 2024, which will significantly lower the cost of African products entering the Chinese market [7][9][10] - This initiative is expected to deepen economic cooperation between China and Africa, enhancing the value-added potential of trade [7][10] Group 1: Economic Impact - The zero-tariff policy will cover a wide range of products, including agricultural goods like coffee, cocoa, and fruits, as well as minerals and industrial products [10][12] - In 2022, trade between China and Africa reached a record high of $295.6 billion, with China maintaining its position as Africa's largest trading partner for 16 consecutive years [9][10] - The import of coffee from Africa to China saw a remarkable increase of 70.4% in the first quarter of this year, while cocoa imports rose by 56.8% [9][10] Group 2: Market Opportunities - The policy aims to create more opportunities for African countries to export to China, thereby supporting local economies and enhancing their industrial capabilities [12][14] - Chinese enterprises are increasingly investing in African economic zones, which is expected to create significant employment opportunities and boost local tax revenues [14][15] - The initiative encourages the establishment of processing bases and logistics systems in Africa, facilitating a more integrated trade relationship [15] Group 3: Strategic Development - The expansion of the zero-tariff policy represents a shift from limited, specific agreements to a more comprehensive approach that benefits all African partners equally [11][12] - The initiative is designed to respond to African nations' aspirations for equitable participation in global trade, simplifying customs procedures and enhancing trade facilitation [11][12] - The establishment of a pre-assessment system for African food products is expected to streamline their entry into the Chinese market, further promoting trade [11][12]

Group 1 - The core viewpoint is that China is expanding its zero-tariff policy to 53 African countries, which will enhance trade relations and promote deeper industrial cooperation between China and Africa [1][3][4] - The zero-tariff policy will significantly lower barriers for African products entering the Chinese market, facilitating an increase in the variety and scale of exports from Africa [3][4][6] - In 2022, the trade volume between China and Africa reached $295.6 billion, marking a historical high for the fourth consecutive year, with China maintaining its position as Africa's largest trading partner for 16 years [3][4] Group 2 - The zero-tariff policy includes a wide range of products such as oil, minerals, agricultural products, and processed goods, all of which will enjoy complete tax exemption when entering the Chinese market [4][5] - The policy aims to provide equal market access for all African partners, moving from a limited opening model to a more comprehensive approach that benefits various developing countries [5][6] - The implementation of the zero-tariff policy is expected to increase exports of minerals, energy, and agricultural products from Africa to China, supporting economic diversification and industrial upgrading in African nations [6][10] Group 3 - Chinese enterprises are actively investing in African economic zones and promoting industrial chain cooperation, contributing to local tax revenue, employment, and export earnings [8][9] - The establishment of processing bases and procurement centers in Africa by Chinese companies is anticipated to enhance global capital allocation and attract more value-added industries to local markets [10] - The zero-tariff policy is expected to create competitive pressure that encourages Chinese companies to adopt advanced technologies and improve product quality, thereby fostering a mutually beneficial relationship between China and Africa [9][10]

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]

Core Viewpoint - China has resumed the import of Japanese seafood products, excluding those from 10 specific prefectures, following the approval from the General Administration of Customs [1][3]. Group 1: Import Resumption Details - The General Administration of Customs of China has approved the import of 449 types of seafood from Japan, including scallops, tuna, and squid [1]. - The resumption of imports is part of the procedures initiated after the Chinese government announced on July 6 that it would lift the ban on Japanese seafood due to the discharge of treated water from the Fukushima nuclear power plant [1][3]. - The approved imports are limited to seafood from 37 prefectures in Japan, explicitly excluding products from Fukushima and Tokyo, among others [3]. Group 2: Regulatory Requirements - Japanese exporters are required to submit certificates of radioactive material testing and certificates of origin issued by Japanese government agencies before exporting to China [1]. - The Chinese government has mandated that each batch of exported products must undergo radioactive material testing and include safety certifications [3]. Group 3: Historical Context - The ban on seafood imports from the 10 specified prefectures has been in place since the Fukushima nuclear disaster in 2011, which also included a comprehensive ban on all food imports from these areas [3]. - The decision to resume imports follows a consensus reached between the Chinese and Japanese governments in May regarding the restoration of trade [3].

Company Overview - The company, Beijing Hepu Family Technology Industry Co., Ltd. (referred to as "Hepu Family"), completed a Series B financing round of 30 million yuan, with a post-investment valuation of 450 million yuan [2] - Hepu Family is a leading supplier in the pufferfish industry, covering the entire industry chain from breeding to processing and restaurant operations [3][5] - The company operates the restaurant brand "Siyue Pufferfish," with an average consumer spending of approximately 150 yuan, and has opened 16 locations [3] Financing and Investment - The recent financing will primarily be used for supply chain construction and restaurant model development [3] - The investment was led by Jingya Capital, which recognized Hepu Family's comprehensive industry chain and first-mover advantage in the pufferfish market [6] Industry Context - The pufferfish industry is significantly influenced by regulatory policies, with a historical ban on consumption lifted in 2016, allowing for the legal farming of specific pufferfish species [4] - Currently, there are 26 legally approved pufferfish breeding bases and 13 processing plants in China [4] Market Potential - The pufferfish market in China is still in its early stages, with a penetration rate in high-end dining of less than 10% [5] - The legal breeding output value of the pufferfish industry has increased from 230 million yuan in 2017 to an expected 1 billion yuan in 2024, with projections of reaching 5 billion yuan by 2030 [5] - The overall industry value, including dining and food sectors, has grown from 1.5 billion yuan in 2017 to an anticipated 10 billion yuan in 2024, with a target of 100 billion yuan by 2030 [5] Product Development - Hepu Family has developed over 20 pufferfish deep-processing products, including ready-to-eat meals and beauty products containing pufferfish collagen, and is exploring new retail business as a second growth curve [6]