Core Viewpoint - The "small opening fishing" policy allows certain fishing boats to start fishing earlier during the annual closed fishing season, resulting in better seafood yields and significant price drops this year. Group 1: Seafood Market Conditions - The Zhejiang Songmen Seafood Wholesale Market is bustling with a variety of seafood, particularly featuring a high volume of lead fish [1] - The price of lead fish has decreased from 800 yuan per box (approximately 45 kg) to around 170-180 yuan per box recently, indicating a significant price drop while maintaining good quality [3] - The price of swimming crabs has fallen from 150 yuan per kg to about 70 yuan per kg, and shrimp prices have decreased from 28 yuan per kg to 18 yuan per kg, reflecting the increased supply [5] Group 2: Impact of Supply on Prices - The quality of swimming crabs priced at 70 yuan per kg is attributed to local fishing methods, and prices are expected to drop further with the influx of Zhoushan swimming crabs [7] - The wholesale seafood market's pricing is highly influenced by the fluctuations in catch volume, with better yields leading to greater price volatility [7]

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 ...

Group 1 - The South China Sea fishing moratorium ended on August 16, leading to over 3,400 fishing boats from Yangjiang, Guangdong, setting out to sea [1] - The first batch of seafood, including crabs, squid, shrimp, and fish, returned to the port early on August 17, attracting seafood wholesalers and tourists [1][4] - In Jiangsu, the peak season for shrimp and crab has begun, with significant quantities being harvested and sold [5] Group 2 - In Jiangsu's Taizhou, workers are actively harvesting the high-yielding Macrobrachium rosenbergii, with wholesale prices around 20+ yuan per jin [5][8] - The crab catch in Jiangsu's Yancheng has also increased, with one boat reportedly bringing in over 30,000 jin of crabs, and wholesale prices ranging from 20 to 30 yuan per jin [10] - The market retail price for crabs is significantly higher, reaching 40 to 50 yuan per jin [10]

Core Viewpoint - The article highlights the reopening of fishing activities in Fujian Province after a seasonal fishing ban, emphasizing the cultural significance and economic impact of the fishing industry in the region [1][7]. Group 1: Fishing Industry Activities - Over 8,000 fishing boats set sail from Fujian's waters on August 16, marking the end of the seasonal fishing ban [1]. - The fishing port in Huian County saw over 500 boats preparing for departure, indicating a bustling return to fishing activities after a three-and-a-half-month hiatus [1][3]. - Fisherman Chen Congxu's boat is equipped to catch squid and ribbonfish, with a capacity to hold 70 to 80 tons of fish [3]. Group 2: Technological Advancements - Recent improvements in production conditions include new fishing vessels capable of freezing catches at -40 degrees Celsius, enhancing preservation and reducing return costs [4]. - The fishing boats are now equipped with advanced technology such as Beidou satellite systems, radar, and automatic identification systems, allowing for real-time monitoring of sea conditions [4]. Group 3: Safety Measures - Local authorities conducted thorough checks on fishing boats for safety equipment and compliance before the reopening, ensuring a strong safety protocol is in place [4]. - Safety education and emergency training were organized to reinforce the safety measures for fishermen [4]. Group 4: Economic Impact - Fujian Province's marine economy is significant, with a projected marine production value of 1.25 trillion yuan in 2024, accounting for over 21% of the province's GDP [7]. - The fishing industry is described as a "blue engine" driving economic growth in the region [7].

Core Viewpoint - The end of the South China Sea's closed fishing season has led to various coastal cities in Hainan hosting fishing opening ceremonies, signaling the start of a new fishing season and the anticipation of a bountiful catch [3][4]. Group 1: Fishing Season Opening - The South China Sea's closed fishing season lasted for three and a half months, concluding on August 16, allowing fishermen to prepare for the new fishing season [3]. - Fishermen in Lingao County have been actively preparing during the closed season by repairing nets, maintaining boats, and participating in safety training [3][5]. - The opening ceremonies, such as the one in Qionghai City, attracted many visitors and featured local seafood and cultural activities [4][5]. Group 2: Safety and Regulations - Various departments, including agriculture, marine fisheries, and maritime authorities, have implemented measures to ensure safe fishing practices as the season opens [5]. - The provincial agricultural department has developed guidelines for typhoon defense and fire prevention for fishing vessels, disseminating safety information to fishermen [5]. - Emergency drills and training sessions have been conducted to enhance safety management at fishing ports and maintain order during the opening ceremonies [5].

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 Viewpoint - Zhoushan is emerging as a significant hub for the commodity trading industry, leveraging national strategies to enhance its oil and gas industry and expand into various commodities, marking a historic opportunity for open development [1][2]. Group 1: Development of Commodity Trading Center - The establishment of the "Zhejiang International Commodity Trading Center" aims to expand the oil and gas industry experience into other commodities such as iron ore, non-ferrous metals, and agricultural products [1]. - The Zhoushan government has outlined a clear action plan to support the construction of the commodity trading center, focusing on enhancing trading platform capabilities and price influence [1][4]. - The integration of various trading platforms under the Zhejiang International Commodity Trading Center is a crucial step towards building a modern commodity circulation system in Zhejiang Province [2]. Group 2: Price Index and Market Influence - "Zhoushan Price" has become a significant price index for low-sulfur fuel oil, breaking the monopoly of overseas markets and enhancing its global market presence [3]. - The Zhejiang International Oil and Gas Trading Center has launched several price guidance products and indices to improve the influence of the Zhoushan Price, including the "Zhoushan Biodiesel Storage Comprehensive Price" [3]. - The trading center has facilitated transactions worth approximately 88.3 million yuan through its price window system, indicating a growing market activity [3]. Group 3: Policy Support and Future Plans - The Zhoushan government has been actively developing policies to support the integration of commodity trading and has proposed various measures to enhance the trading center's capabilities [4]. - Future plans include further integration of trading platforms, enhancing trading varieties, and optimizing trading models to increase transaction scale and price influence [4]. - The government aims to create a better business environment to attract various market participants and promote trade aggregation [4].

Core Viewpoint - The Fuzhou (Lianjiang) National Ocean Fishery Base has successfully received its first large-scale unloading of over 1,000 tons of ocean-caught fish, marking a significant milestone for the facility and the local fishing industry [1][3]. Group 1: Operational Highlights - Four ocean fishing vessels unloaded a total of 1,574 tons of fish, including squid and mackerel, at the Fuzhou (Lianjiang) National Ocean Fishery Base [1][3]. - The base, which officially commenced operations in March, has an annual unloading capacity of 700,000 tons [1]. - The unloading process was efficient, with customs and border inspection personnel ensuring rapid transfer of fresh catches to local markets, allowing fish to be available for sale within two days [3]. Group 2: Future Projections - An additional 20 ocean fishing vessels are expected to return to the base, with a total catch of approximately 10,000 tons and a value exceeding 50 million yuan [1][3]. - June is anticipated to be a peak month for ocean fish landings along the southeastern coast of China [3]. Group 3: Regulatory and Service Enhancements - Fuzhou customs and border inspection authorities are optimizing services and simplifying clearance processes to ensure that returning fishing vessels do not experience delays [3]. - A "one ship, one policy" approach is being implemented for customs clearance, along with a "green channel" for crew changes, aiming for zero waiting time upon arrival [3].

渔民叶繁茂：休渔期能让海里面的鱼多繁殖，现在海里资源确实需要保护。我们肯定是全力支持， 希望秋季能有一个好的收成。 为维护伏季休渔秩序，农业农村、公安、海警等部门加强对违法行为高发、举报线索集中海域管 控，全链条、全方位、全海域打击涉渔违法犯罪活动，防范化解海上涉渔重大风险隐患，维护海洋伏季 休渔秩序良好稳定。 烟台市公安局海岸警察支队民警杨博文：我们将加强联合执法力度，严防偷渡走私、越界捕捞等事 件发生，严厉打击涉渔三无船舶和套牌渔船，切实维护渔民合法权益和海上渔业生产安全稳定。 连日来，在浙江省宁波市象山县，渔民们纷纷带着上半年最后一船渔获回港。 渔民林安江：鳗鱼、鱿鱼都有，直接拉上面去卖。休渔期了，把船先保养好，哪里坏掉，哪里整理 一下，到下半年好出海。 央广网北京5月2日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，我国渤海、黄 海、东海及北纬12度以北的南海（含北部湾）海域，5月1日12时全面进入海洋伏季休渔期，持续时间为 三个半月到四个半月不等。全国近12万艘海洋捕捞渔船和捕捞辅助船回港休渔。各地做好执法监管工 作，保护海洋渔业资源。 在山东省烟台市牟平区中心渔港，进港渔船都已按规定停靠 ...

以下文章来源于前瞻经济学人 ，作者产业观察组 前瞻经济学人 . 关注中国城市发展战略、把握全球新兴产业趋势！这是省长书记爱看的智库号之一。 来 源丨前瞻经济学人（ID：chanyeqianzhan） 作者丨产业观察组 图源丨摄图网 自古以来，中国人重视吃饭问题，民以食为天。 当全球粮食安全面临极端气候与地缘政治双重挑战时，中国用占世界7%的耕地养活了20%人口的传统路 径正迎来历史性突破，那便是——在碧波万顷中培育粮食安全新增长极。 推进"藏粮于海"，打造"蓝色粮仓"，既是践行大食物观、构建"海陆空"立体食物供给体系的关键路径，也 是端牢中国饭碗、守护粮食安全的战略举措。 2024年，中国水产总产量达到74.1百万吨（MMT），同比增长4.1%，再创历史新高，继续稳居全球最大 水产品生产国地位。 一直以来，我国海洋水产品总量稳定增长，每年为国民提供超6500万吨的"蓝色蛋白质"，人均占有量超45 公斤，是世界平均水平的2倍，相当于再造了一个隐形耕地大国。 值得注意的是，在这片"以食为天"的土地上，一座三线小城正以"向海突围"的魄力，悄然改写传统农业的 边界。 山东威海，这个陆地面积不足6000平方公里的滨海城 ...