Deep Analysis of Driving Factors and Market Impact of Zhongshui Fishery (000798.SZ) as a Popular Stock

As a state-controlled enterprise under the China Agricultural Development Group, Zhongshui Fishery (000798.SZ) mainly engages in ocean fishing, aquaculture, and processing. Since 2025, its stock price has performed strongly, with multiple daily limit-ups and hitting a new high for the year [0]. The core driving factors for it to become a popular stock are multiple resonances:

1. Significant Performance Improvement
   : Net profit in the first three quarters increased by 230.08% year-on-year, and fundamentals have improved significantly [0];
2. Policy and Industry Dividends
   : The state has increased support for the fishery industry, and the aquatic products sector has received market attention [1];
3. New Business Layout
   : Actively expanding into the pre-made dish field, benefiting from the rapid growth trend of this market [3];
4. Expectations of State-Owned Enterprise Reform
   : Reform expectations under the central enterprise background bring room for valuation improvement [0];
5. Capital Pursuit
   : Recent net purchases by institutional seats and sector rotation effects have driven the stock price up [4].

Cross-domain correlations show that the popularity of Zhongshui Fishery not only stems from its own performance but also reflects the market’s preference for the agricultural sector, pre-made dish track, and state-owned enterprise reform concept. Its consecutive daily limit-ups (cumulative increase of 61.05%) are consistent with the recent market trend of 378 individual stocks breaking new highs [2], indicating the current market’s favor for high-performing growth stocks.

: The expansion of the pre-made dish market, continuous policy support, and deepening of state-owned enterprise reform may further promote the company’s development [0][3];
: Attention should be paid to the cyclical fluctuations of the ocean fishing business, changes in raw material prices, and callback pressure after the market sentiment recedes [0]. The recent short-term increase in stock price is too large, and investors should be cautious of the risk of chasing highs.

The popular performance of Zhongshui Fishery (000798.SZ) is the result of the combined effect of performance, policy, business layout, and market capital. Its surge in performance in the first three quarters of 2025, layout in the new pre-made dish track, and state-owned enterprise background are core competencies. In the future, it is necessary to continuously track the performance fulfillment, policy implementation effect, and market capital flow [0][1].