New Products - JD.com launched its self-branded sparkling yellow wine, featuring a 5% alcohol content in a 480ml bottle, made from high-quality glutinous rice and local herbs [4][5] - Dongpeng Beverage introduced a new Hong Kong-style milk tea, using Indian black tea and Yunnan Dianhong, priced at 71.9 yuan for a 500ml x 24 bottle pack [4][5] - Amazon announced the launch of its private label Amazon Fresh, offering over 1,000 grocery items, with most priced under $5 and rated at least 4 stars [4][5] - Hennessy collaborated with Jackson Wang to launch a limited edition Mid-Autumn Festival series featuring Hennessy V.S.O.P and X.O [6][8] - Lay's released a new Heinz ketchup-flavored potato chip, available in 70g and 135g packs [6][9] - Lacoste and Wang Yibo launched their first collaborative series, including windbreakers and hoodies [6][10] - Fenjiu introduced a wedding edition chocolate gift box featuring liquor-filled chocolates [6][11] - Tianrun Dairy launched a new pomegranate-flavored yogurt, emphasizing clean label principles and using real pomegranate jam [6][11] - Mengniu partnered with China Tea to launch a red tea ice cream [6][13] Industry Events - Wudao Milk announced a 1 billion yuan investment to build its second factory in Shanghai, aiming for a sales target of 5 billion yuan by 2024 [14] - Meituan's international delivery brand Keeta launched operations in the UAE, marking its third Middle Eastern market entry within 40 days [14][15] - Dongpeng Beverage established a new marketing company in Jiangsu with a registered capital of 10 million yuan [14][16] - Wufangzhai plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its international brand image [14][17] - Kegome appointed a new president, marking the first leadership change in six years [14][18] - Bright Dairy's subsidiary, New Light, plans to sell its New Zealand North Island assets for $170 million [14][19] - Coach opened its third coffee shop in the U.S., targeting Gen Z consumers [14][20] - Huang Bo's IP brand, Huang Dou Jun, opened its first store in Qingdao [14][21] - COFCO Jiajiakang launched its flaxseed pork products in Hong Kong, covering 60 major supermarkets [14][22] - Malbon Golf established its China headquarters in Shenzhen [14][23] Investment Trends - Xinghe Power completed a 2.4 billion yuan Series D financing round [21][22] - PAI Partners raised nearly 30 billion yuan for its ice cream joint venture with Nestlé [21][23] - Xingmai Innovation secured 1 billion yuan in A+ round financing [21][24] - Fengyi International plans to acquire a 49% stake in Juai Food [21][25] - Ailios completed a 100 million yuan A+ round financing [21][26] - Ferrero completed the acquisition of Kellogg's North American business [21][27] - Tianqing Kongtian raised several hundred million yuan in Series A financing [21][28] - Suzhou Lexiang Intelligent Technology announced a 200 million yuan angel round financing [21][29] - Nscale completed an $1.1 billion Series B financing round [21][30] - Luobo Intelligent announced several tens of millions in angel + round financing [21][31] Food Industry Developments - Wangzai Milk upgraded its product to feature high calcium and protein, using New Zealand milk sources [28] - Guoquan repurchased 1.55 million shares for 5 million HKD [28] - Mengniu and Everbright Pension signed a strategic cooperation agreement to enhance health management for the elderly [28] - Yakult revamped its low-sugar Y1000 yogurt packaging in Japan [28] - Happy Monkey opened its third store in Hangzhou [28] - Mocha announced its brand ambassador Ding Yuxi [28] - Yanjin Pupu launched a new garlic sesame sauce product [28] - Sam's Club in Changping, Beijing, is set to open in October [28] - Jindouya introduced a new calcium, iron, and zinc water product [28] - Mixue plans to harvest about 60,000 tons of lemons nationwide this year [28]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中糧家佳康食品有限公司 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01610 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | USD | | 0.000001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 50,000,000,000 | USD | | 0.000001 | USD | | 50,000 | 本月底法定/ ...

（Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） (Stock Code 股份代號: 01610) You may at any time choose either to receive, free of charge, the printed form (either in English language version only, Chinese language version only or both language versions) or to review the website version, notwithstanding any wish to the contrary you have previously conveyed to the Company about means of receipt of Corporate Communications and the choice of language. If you want to change the choice o ...

（Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） (Stock Code 股份代號: 01610) 24 September 2025 Dear Non-Registered Holder(s) (Note 1) , Notification of publication of corporate communication(s) on the Company's website We hereby notify you that the English and Chinese versions of the following corporate communication(s) (the "Current Corporate Communication(s)") of COFCO Joycome Foods Limited (the "Company") is/are available on, and may be accessed under Investor Relations section o ...

中期報告 Interim Report 2025 中糧家佳康食品有限公司 COFCO Joycome Foods Limited (Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立的有限公司 ) Stock Code 股份代號 : 01610 Interim Report 2025 中期報告 COFCO Joycome Foods Limited 中糧家佳康食品有限公司 CONTENTS 目 錄 | CORPORATE INFORMATION | 公司資料 | 2 | | --- | --- | --- | | MANAGEMENT DISCUSSION AND ANALYSIS | 管理層討論與分析 | 4 | | CORPORATE GOVERNANCE HIGHLIGHTS AND OTHER INFORMATION | 企業管治摘要及其他資料 | 30 | | REPORT ON REVIEW OF CONDENSED CONSOLIDATED | 簡明綜合財務報表審閱報告 | 34 | | FINANCIAL ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report indicates that the pig price is expected to remain stable in the future despite a decline in August due to factors such as heavy weight slaughtering and the spread of African swine fever [3][13] - The average national pig sales price in August 2025 was 13.77 yuan/kg, down 5.35% month-on-month and down 32.35% year-on-year [3][13] - The report highlights that the supply of pigs may gradually tighten in the future due to a decrease in the proportion of large pigs in stock and an increase in the proportion of large pigs being slaughtered [4][17] Summary by Sections Industry Overview - In August 2025, the national pig slaughter volume was 4.3388 million heads, an increase of 4.34% month-on-month and 5.66% year-on-year [3][13] - The report notes that the completion rate of pig slaughtering plans was 100.04% in August, with a planned increase of 3.92% in September compared to actual slaughter in August [3][13] Market Dynamics - The structure of pig slaughtering shows an increase in the proportion of large pigs (over 150kg) being slaughtered, while the proportion of large pigs in stock has decreased [4][17] - The average profit for self-breeding and self-raising pigs in August was 36.80 yuan/head, a decrease of 63.80% month-on-month [5][20] Company Performance - A total of 12 listed pig farming companies reported a combined slaughter of 15.116 million heads in August, an increase of 29.79% year-on-year [6][23] - The average sales price of pigs for major listed companies decreased month-on-month, with specific companies reporting the following prices: - Muyuan Foods: 13.51 yuan/kg, down 5.5% - Wens Foodstuffs: 13.90 yuan/kg, down 6.5% - New Hope Liuhe: 13.54 yuan/kg, down 6.9% [7][28]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - Heng Rui Medicine (01276) saw the largest increase in ownership percentage, rising by 1.49% to a total of 13.84% [2]. - Kanglong Chemical (03759) experienced a 1.35% increase, bringing its ownership to 60.51% [2]. - Zhaoyan New Drug (06127) increased by 1.27%, reaching a holding of 43.70% [2]. - Other companies with significant increases include Junshi Biosciences (01877) at +1.24% (59.08%) and China Pacific Insurance (02601) at +1.20% (44.16%) [2]. Group 2: Decreased Holdings - Shandong Molong (00568) had the largest decrease, with a drop of 1.99% to 57.67% [2]. - Yisou Technology (02550) decreased by 0.99%, now holding 37.95% [2]. - Nanjing Panda Electronics (00553) saw a reduction of 0.98%, bringing its ownership to 42.65% [2]. - Other notable decreases include Kailai Ying (06821) at -0.95% (43.35%) and Meizhong Jiahe (02453) at -0.95% (32.06%) [2]. Group 3: Five-Day Changes - In the last five trading days, China Merchants Energy (01138) had the highest increase in ownership, up by 6.19% to 65.63% [3]. - Shandong Molong (00568) also saw a significant increase of 3.74% [3]. - Other companies with notable increases include Zhongchu Innovation (03931) at +3.62% (10.35%) and Youbao Online (02429) at +3.33% (17.38%) [3]. Group 4: Twenty-Day Changes - Over the past twenty days, Anjiren Food (02648) experienced the largest increase, up by 12.29% to 20.54% [4]. - China Merchants Energy (01138) also saw a significant increase of 9.07% [4]. - Other companies with notable increases include Yimai Sunshine (02522) at +7.70% (43.02%) and Lens Technology (06613) at +7.56% (13.64%) [4].

Group 1 - Zhongliang Jiajia Kang (01610) shares increased by nearly 6%, reaching HKD 1.95 with a trading volume of HKD 49.1153 million [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, plans to hold a meeting on September 16 in Beijing to discuss pig production capacity regulation, inviting 25 companies including Muyuan, Wens, and Zhongliang [1] - CICC previously indicated that the company is improving production efficiency and reducing costs in pig farming, which may enhance cost competitiveness [1] Group 2 - As of the end of the first half of 2025, the company's liquid biological assets amounted to RMB 2.79 billion, an increase of 16.9% compared to the end of 2024 [1] - The company is exploring a light-asset breeding model, which is expected to support an output of 5 to 6 million pigs in 2025 [1]

Group 1 - The stock of COFCO Joycome (01610) increased by nearly 6%, reaching HKD 1.95 with a trading volume of HKD 49.1153 million [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, plans to hold a meeting on September 16 in Beijing to discuss pig production capacity regulation, inviting 25 companies including COFCO [1] - CICC previously indicated that the company is improving efficiency and reducing costs in pig farming, returning to a healthy growth trajectory [1] Group 2 - The company is implementing comprehensive cost reduction measures involving all factors, segments, and personnel, which may enhance cost competitiveness [1] - As of the end of the first half of 2025, the company's liquid biological assets amounted to CNY 2.79 billion, an increase of 16.9% compared to the end of 2024 [1] - The company is also exploring a light-asset breeding model, which is expected to support an output of 5 to 6 million pigs in 2025 [1]

Group 1 - The company Zhongliang Jiajia Kang (01610) announced a pig slaughter volume of 498,000 heads for August 2025 [1] - The average selling price of commercial pigs is 13.39 yuan per kilogram [1] - Fresh pork sales volume reached 27,200 tons, with brand revenue accounting for 34.74% of the fresh pork business [1]