西非经济门户网9月30日报道，在《非洲增长与机遇法案》（AGOA）即将到期之际，特朗普政府 倾向于将该法案再延期一年，尽管如此，但并未消除困扰美国和撒南非洲未来贸易的不确定性。AGOA 自2000年以来为35个非洲国家对美出口产品提供优惠待遇，数千种产品得以免关税进入美国市场，近25 年来，AGOA促进了非洲农业、纺织等行业增长，南非、肯尼亚、坦桑尼亚、莱索托、斯威士兰等国家 均从中获益匪浅。国际贸易中心（ITC）评估，AGOA的终止将直接威胁多个非洲国家的服装和金枪鱼 出口，南非的损失主要集中在金属、汽车、化学品上，预计南非2024年出口量可能下降17%。凯投宏观 一份报告断言：特朗普对非征收的对等关税，意味着事实上废除了AGOA，AGOA的终止代表美国与非 洲脱离关系。与此同时，不是所有国家都面临AGOA终止带来的挑战，安哥拉作为主要产油国，免于美 国新税，处于有利地位；塞内加尔是美国第三大锆供应国，其竞争对手南非和澳大利亚分别面临30%和 10%的加税，因而塞生产的锆在美市场份额将会得到加强。即使美国正式宣布AGOA延长一年，也不能 解决根本问题，而仅仅是向非洲国家提供了一个谈判的窗口期，对非洲来说，进 ...

Core Insights - The 17th National Nutrition Science Conference was held in Beijing from September 21 to 23, focusing on various academic exchanges, including a forum on "Marine Food and Culinary Nutrition" where key information on seafood consumption was discussed [1] Group 1: Nutritional Value of Seafood - Seafood is a rich source of high-quality protein and contains polyunsaturated fatty acids, vitamins B1, D, and essential minerals like calcium, iron, and zinc [2] - Fatty fish such as salmon, eel, and tuna are particularly high in EPA and DHA, and it is recommended to increase their intake by 100 to 300 grams per week for cardiovascular health benefits [2] - Seaweed and shellfish also provide essential nutrients, with seaweed being rich in iodine and shellfish like oysters being good sources of zinc and iron [2] Group 2: Consumption Recommendations - According to the "Dietary Guidelines for Chinese Residents (2022)," adults should consume 300 to 500 grams of seafood weekly, which translates to 1 to 2 servings [3] - Special populations such as pregnant women, children, and the elderly may benefit from increased seafood intake due to its digestibility and nutritional value [3] Group 3: Purchasing, Cooking, and Storing Seafood - Fresh seafood should be consumed shortly after capture to retain its tenderness and nutritional value, with recommendations to purchase live fish and shrimp [4] - Cooking methods such as steaming, stir-frying, and braising are preferred to preserve the nutritional content of seafood [4] - For storage, freezing is advised to prevent spoilage, with a recommendation not to exceed six months of freezing time [4]

Group 1 - Nanshan Port has transformed into a significant hub for marine scientific research, serving 1,416 research voyages last year, nearly equal to the total of the previous four years [1] - The transformation of Nanshan Port reflects Hainan's commitment to marine development, with a focus on self-reliance in marine technology and innovation as emphasized by President Xi Jinping [2] - Hainan is actively cultivating emerging marine industries and developing new productive forces tailored to local conditions [2] Group 2 - Collaborative efforts have led to the establishment of a deep-sea technology innovation center, supporting 68 research units and 206 scientists in conducting 68 deep-sea tests, enhancing the application and iteration of deep-sea technology [3] - The "Deep Sea Technology Industry Promotion Special Project" has been initiated by various government departments, resulting in a new deep-sea technology output value of 770 million yuan in the Sanya Yazhou Bay Science and Technology City [3] Group 3 - Hainan is advancing key offshore wind power projects with a total installed capacity of 12.3 million kilowatts across 11 planned offshore wind farms [4] - The province is also witnessing a transformation in traditional fisheries, with significant increases in factory aquaculture and deep-water cage farming, leading to a 19.2% growth in recreational fishery output value [4] - Hainan's marine economy now accounts for over one-third of its regional GDP, highlighting its rapid development in marine innovation and technology [4]

Core Viewpoint - China's distant water fisheries have made significant achievements over decades, contributing positively to global fisheries development and seafood supply, while emphasizing green and sustainable development since the 18th National Congress of the Communist Party of China [1][2]. Development Stages - The development of China's distant water fisheries can be divided into four stages: 1. **Initial Stage (1985-1990)**: The industry began with a fleet of 13 fishing vessels, achieving a total output of nearly 200,000 tons by 1990 [3]. 2. **Rapid Development Stage (1990-2000)**: The implementation of the "going out" strategy led to a significant increase in production, surpassing 800,000 tons by 2000, with a competitive market emerging [4]. 3. **Adjustment and Regulation Stage (2000-2010)**: The focus shifted to adjusting the industrial structure, with production stabilizing above 1 million tons annually by 2010 [5]. 4. **High-Quality Development Stage (2010-Present)**: Emphasis on modernization and regulatory compliance, with total production reaching 2.0273 million tons in 2014, an increase of nearly 800 times since the start [6][7]. Recent Achievements - Since the 18th National Congress, significant progress has been made in enhancing comprehensive governance capabilities, improving management systems, and applying advanced technologies such as big data and artificial intelligence [6][7]. - China's international influence in fisheries has grown, with initiatives like autonomous fishing bans in international waters and active participation in global marine governance [7][8]. Modernization of Distant Water Fishing - The transition from traditional to modern distant water fishing is driven by multiple factors, including resource sustainability, economic efficiency, and technological advancements [10][11]. - Modern fishing practices emphasize value realization and sustainability, utilizing advanced equipment and management systems to enhance operational efficiency [11][12]. Challenges and Recommendations - The industry faces challenges such as rising compliance costs, labor costs, and competition, necessitating a shift towards automation and smart technologies [12][13]. - Recommendations for development include promoting energy-efficient vessels, enhancing the value chain, and strengthening international cooperation in fisheries management [13][14]. International Cooperation - China actively engages in global and regional fisheries cooperation, contributing to international agreements and enhancing its role in global fisheries governance [14][15]. - The country has established bilateral dialogues with various nations to promote sustainable fisheries practices and combat illegal fishing [15][16]. Conclusion - China's commitment to responsible fisheries management and sustainable development positions it as a key player in global fisheries governance, contributing to the establishment of a fair and reasonable global fisheries governance system [17][18].

Core Points - The Venezuelan government announced that the "Carmen Rosa" fishing vessel was illegally intercepted and seized by the U.S. Navy's USS Jason Dunham (DDG-109) while operating in Venezuela's exclusive economic zone, marking a direct provocation by the U.S. [1] - Venezuelan officials claim that the U.S. military's actions are aimed at escalating military operations in the Caribbean and seeking regime change in Venezuela [1][2] - The Venezuelan Foreign Minister called for the U.S. to cease actions that threaten regional security and emphasized Venezuela's commitment to peace [1] - The U.S. has increased military presence in the Caribbean, including the deployment of F-35 fighter jets, under the pretext of combating drug trafficking and addressing tensions with Venezuela [2] - Venezuelan President Maduro announced the deployment of defensive forces across 284 locations in response to perceived military threats from the U.S. [2] - Venezuelan officials assert that U.S. military actions are not genuinely aimed at drug trafficking but rather at seizing Venezuela's natural resources [2][3] Summary by Sections U.S. Military Actions - The U.S. Navy's USS Jason Dunham intercepted a Venezuelan fishing vessel, which was carrying nine fishermen, for eight hours, disrupting their tuna fishing operations [1] - The U.S. has deployed additional military assets, including F-35 fighter jets, to the Caribbean region, purportedly to combat drug trafficking [2] Venezuelan Government Response - The Venezuelan government condemned the U.S. actions as a direct provocation and a pretext for military escalation [1] - Venezuelan officials, including the Foreign Minister and the Minister of Interior, have called for a stronger response to U.S. military threats, suggesting a shift from peaceful to armed resistance if necessary [2][3] Regional Implications - The ongoing tensions between the U.S. and Venezuela are framed as part of a broader strategy by the U.S. to exert control over Venezuela's oil, gas, and gold resources [2][3]

Financial Performance - For the first half of 2025, the company's operating revenue reached approximately 1.25 billion, a year-on-year increase from 1.06 billion in the same period last year, representing a growth of about 17.92% [1] - The net profit attributable to shareholders was approximately 27.60 million, recovering from a loss of 25.95 million in the previous year [1] - The net cash flow from operating activities was approximately 126.20 million, a significant increase of 896.69% compared to 12.66 million in the same period last year [29] Profitability Metrics - The weighted average return on equity for the first half of 2025 was 1.21%, an increase of 2.37 percentage points year-on-year [25] - The return on invested capital for the same period was 1.26%, up by 1.47 percentage points from the previous year [25] Asset and Liability Changes - As of the end of the first half of 2025, accounts receivable increased by 31.52% compared to the end of the previous year, while construction in progress rose by 50.62% [42] - The company's total liabilities saw a decrease in accounts payable by 17.61% and lease liabilities by 17.52% [45] Shareholder Composition - The top ten shareholders included new entrants such as CITIC Prudential Multi-Strategy Flexible Allocation Mixed Securities Investment Fund and Yu Xiaoyan, replacing previous shareholders [54] Valuation Ratios - As of August 29, the company's price-to-earnings ratio (TTM) was approximately 23.64, the price-to-book ratio (LF) was about 1.18, and the price-to-sales ratio (TTM) was around 1.08 [1]

（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 ...

Core Viewpoint - The establishment of a "Guangdong Seafood" brand and the strengthening of marine ranching is urgent and necessary for the development of the industry [2][3]. Industry Overview - Guangdong is a strong marine economy province, holding the top position in marine GDP for 30 consecutive years [4][5]. - The province has the longest mainland coastline in China, measuring 4,114 kilometers [5]. Strategic Recommendations - It is suggested to upgrade the entire industrial chain and implement plans for billion-level industrial clusters, including triploid oysters, tuna, and other species [6][7]. - The development of new business models such as "fishing-tourism integration" and the establishment of a pre-prepared seafood product industry park are recommended [7][8]. Brand Development - Emphasis on brand cultivation to create a public brand for "Guangdong Seafood" and to nurture leading enterprises across the entire supply chain [9][10]. Market Expansion - Market expansion is crucial, with a focus on deep processing systems and market development [12]. - The market for high-quality fish species, such as Atlantic salmon and grouper, is currently around 200,000 to 300,000 tons, with potential growth to 500,000 tons [13][14]. Innovation and Standards - There is a need to prioritize the development of deep-sea leading species and high-quality seedlings, as well as to establish an innovation platform for deep cooperation among government, industry, academia, and research [15][16]. - A standardized system should be constructed for various aspects of aquaculture equipment design, manufacturing, installation, and inspection [16]. Top-Level Design - The proposal includes promoting "multi-regulation integration" to prioritize marine ranching construction needs in land spatial planning [17][18]. Competitive Advantages - Guangdong possesses first-mover advantages in climate, market, and industrial foundation [19]. - The establishment of marine ranching models based on examples from Guangzhou Ocean Laboratory and other national demonstration areas is suggested to provide a "Guangdong solution" for the country [20][21]. Talent and Investment - Strengthening talent cultivation and capital investment is essential, along with transitioning marine ranching from a "public welfare" nature to an "ecological economic composite" model [22][23].

Core Viewpoint - China National Fisheries (中水渔业) reported a decrease in revenue but an increase in net profit for the first half of 2025, primarily due to substantial government subsidies [3][4][6]. Financial Performance - The company achieved revenue of 1.747 billion yuan, a year-on-year decline of 10.66%, while net profit attributable to shareholders was 86.31 million yuan, an increase of 22.12% compared to the previous year [4]. - In Q1, revenue was 846.3 million yuan, down 15.28%, with a net loss of 16.06 million yuan. In Q2, revenue was 901.1 million yuan, down 5.84%, with a net profit of 102.4 million yuan, up 2.19% [5]. Government Subsidies Impact - The company received government subsidies totaling 269 million yuan in the first half of the year, which significantly boosted profits, accounting for 302% of net profit [6]. - The subsidies included 252 million yuan related to income and 16.9 million yuan related to assets, indicating a heavy reliance on government support for financial performance [6]. Profitability and Margin Analysis - The overall gross margin for the company was 5.23%, which, while an improvement, remains low compared to industry peers [7][8]. - The gross margin for the core product, tuna, fell sharply to -15.38%, a decline of 21.1% year-on-year, significantly impacting overall profitability [10]. Business Segment Performance - The fishing business was the only segment to show revenue growth, achieving 739 million yuan, up 14.25%, with a gross margin of 5.15% [10]. - The retail and processing trade segment saw a revenue decline of 43.24%, while the fishery service segment's revenue decreased by 2.94% [11]. Investment Projects and Future Outlook - The company has invested heavily in tuna-related projects, including a tuna research and processing center and the renovation of fishing vessels, with expected completion dates pushed to 2025 [12][13]. - The tuna research and processing center aims to enhance product value and market position, but the delayed project completion raises concerns about future profitability [12][13].

《信使邮报》8月21日报道，巴新渔业与海洋资源部长杰塔·王近日发表讲话称，巴新将不再向海外出口 金枪鱼，所有在巴新水域捕捞的渔获都将在国内进行加工。 王表示，渔业是本地产业，只是在加工方面，巴新缺乏专业知识，因此我们寻求外国投资者前来建造和 运营设施，同时培训我们当地人民，使其获得实践技能和知识。随着国际贸易与投资部设立经济特区项 目，国家渔业部门也可以实现想要的目标。 王表示，我们必须教导我们的人民进行下游加工，这样所有产品都能在巴新境内加工，而不是出口到海 外。这是国家渔业局（NFA）现在正在推行的方向。政府正在通过为投资者提供政策和项目来帮助促进 外国投资，这些政策项目属于经济特区免税收优惠，以便投资者开展业务并鼓励投资，从而帮助当地人 民。 王并强调了安全的重要性，巴新当地民众必须照顾好投资者，作为回报，投资者将推动经济发展，使国 家繁荣。王表示，国家渔业局于七月与中国签署了一份谅解备忘录，该备忘录是与广州的战略合作，是 与中国广州市水产商会达成的一项里程碑式成就，为巴新的海产品直接出口到国家渔业局的冷藏设施 （用于冷冻、冷藏和活渔产品）提供了一个总体合作框架。该设施将存放鱼类和其他海产品，但不包括 ...