从全产业链布局到瘦身聚焦食品主业，从押注小龙虾风口到叫停相关扩建项目，国联水产的"断臂"能否 换来重返盈利期的重生？ 净利润连亏六年 2025年5月，国联水产召开2024年度业绩说明会。2024年，国联水产实现营业总收入34.09亿元，同比减 少26.16%；实现净利润约-7.42亿元，较上年同期扩大39.62%的亏损幅度。 国联水产近期在2024年度业绩说明会上表示，将通过聚焦大单品策略、打造国内国际双循环的销售格 局、研发聚焦爆品、聚焦食品主业等方式打造未来盈利点。多项措施背后，是国联水产连亏六年待增的 业绩。广东证监局的《行政监管措施决定书》则揭开了其收入核算不准、内控存在缺陷等系列漏洞。 国联水产指出，营收下降主要是因贸易类的产品和市场受影响较大；净利润亏损扩大主要是因全球经济 背景下，水产行业受复杂多变的国内外宏观经济形势及贸易关税的持续影响、水产消费市场景气度不 佳、南美白对虾等水产品销售价格持续处于低位、终端市场销售缓慢、公司计提较大资产减值等因素， 全年出现较大亏损。 对于在全球供应链不稳定的情况下，如何确保原材料的稳定供应并且控制成本，国联水产在业绩说明会 上表示，公司将布局全球供应链，在全 ...

Core Viewpoint - In 2024, Guolian Aquatic announced a revenue of 3.409 billion yuan, a year-on-year decline of 26.16%, with a net loss attributable to shareholders of 742 million yuan due to adverse macroeconomic conditions and low market prices for shrimp products [1] Group 1: Financial Performance - The company reported a significant revenue drop, with total revenue at 3.409 billion yuan and a net loss of 742 million yuan [1] - The decline in revenue is attributed to the weak recovery of the global economy, low prices in the South American white shrimp market, and high asset impairment provisions [1] Group 2: Market Segmentation - In 2024, domestic revenue (including Hong Kong, Macau, and Taiwan) was 2.337 billion yuan, accounting for 68.54% of total revenue, while international revenue was 1.072 billion yuan, making up 31.46% [2] - The international marketing channel saw a significant revenue increase of 7.49 billion yuan, with non-U.S. market sales growing by 34% and European market exports increasing by 60% [2] Group 3: Product Strategy and Innovation - The company implemented a "321 big product" strategy, focusing on three major products that each exceed 30%, 20%, and 10% of sales [1] - New product development for restaurant clients included over 30 new items, receiving positive feedback from customers and consumers [3] Group 4: Sales Channels - The e-commerce channel showed strong performance, with shrimp products leading sales on platforms like JD and Taobao, and a notable increase in sales of prepared dishes [2] - Collaborations with major retailers like Hema and other supermarkets resulted in significant revenue growth, with some partnerships seeing over 40% increase [3] Group 5: Future Outlook - For 2025, the company plans to continue the "321 big product" strategy, focusing on developing competitive core products with expected annual sales exceeding 500 million yuan [3] - The company aims to enhance its sales network and fill market gaps to achieve nationwide coverage [3]