项目进展 2025年12月16日，公司公告将"水产品精深加工及速冻菜肴制品项目"的建设期由2025年12月延长至2026 年6月，原因是关键设备安装延迟，但募集资金使用计划未受影响。 业务进展情况 公司产品已成功入驻山姆会员商店，并采用定制化合作模式。在2026年1月的调研中，公司表示此类渠 道处于发展初期，效益放量需要时间，未来将深化与头部零售商的合作。公司正积极拓展休闲零食业 务，已推出即食水产新品并入驻好想来、零食很忙等量贩渠道。同时，鲍鱼系列产品通过场景创新提升 附加值，水产板块向生鲜、即食方向延伸。 股价与资金表现 经济观察网海欣食品（002702）近期发布2025年业绩预亏公告，同时募投项目延期，新零售渠道拓展处 于初期阶段。 业绩经营情况 公司于2026年1月30日发布公告，预计2025年归母净利润为-5200万元至-3700万元。业绩变动主要由于 子公司福建长恒食品产能处于爬坡阶段、新品类销量未达预期、渠道投入增加以及计提商誉减值等因 素。 2026年2月上旬股价连续上涨，例如2月5日单日涨幅5.44%，总市值约40.96亿元。期间中信保诚基金、 金元顺安基金等机构持仓变动引发市场关注。 未来 ...

Group 1: Product Performance and Market Strategy - The abalone product series maintains a good reputation and brand recognition in the high-end dining and gifting market, leveraging high-quality raw materials and advanced processing techniques [1] - The company is exploring diverse consumption scenarios such as family dining and ready-to-eat snacks to enhance product value, while optimizing channel structure to tap into market potential [1] - The seafood segment is transitioning from raw material supply to end-consumer products, enhancing overall value chain efficiency [1] Group 2: Profitability and Cost Management - There is continuous potential for optimizing product gross margins through various initiatives, including streamlining the product matrix and eliminating low-margin SKUs [2] - The company is focusing resources on high-margin categories such as hot pot products and premium seafood, while implementing refined supply chain management to reduce costs across procurement and production [2] - As revenue scales up, the overall gross margin is expected to improve [2] Group 3: New Product Development - The company emphasizes R&D, leveraging its seafood protein resources to develop healthy, high-quality new products that meet current consumer health trends [3] - New products include low-calorie, high-protein items like simulated crab claws and cod roe packages [3] Group 4: Snack Business Development - The company is actively expanding into the snack sector, utilizing differentiated seafood protein advantages to build product competitiveness [4] - Several ready-to-eat seafood snack products have been launched and successfully entered mainstream retail channels, showing steady growth in market performance [4] - Future plans include increasing market promotion investments, expanding snack retail partnerships, and diversifying product flavors and specifications to drive rapid growth in the snack business [4]