Group 1 - The core point of the news is that Huaying Agriculture (002321) has seen a significant increase in share pledges by its shareholder, Henan Guangzhou Chenyue Industrial Co., Ltd., which pledged 45 million shares, accounting for 2.11% of the total share capital [1] - As of the announcement date, Henan Guangzhou Chenyue Industrial Co., Ltd. has cumulatively pledged 268 million shares, representing 78.36% of its total holdings [1] - The financial performance of Huaying Agriculture for the first half of 2025 shows a decline in revenue and profit, with total revenue of 2.071 billion yuan, down 4.89% year-on-year, and a net profit attributable to shareholders of -20.63 million yuan, down 214.96% year-on-year [3] Group 2 - In Q2 2025, the company reported a single-quarter revenue of 1.302 billion yuan, a decrease of 9.36% year-on-year, and a net profit attributable to shareholders of -8.71 million yuan, down 151.77% year-on-year [3] - The company operates in various sectors including duck breeding, incubation, sale of ducklings, feed production, duck slaughtering and processing, frozen products, cooked food, prepared dishes, and the production and sale of down and down products [4] - The company's debt ratio stands at 64.83%, with investment income of -3.41 million yuan and financial expenses of 30.428 million yuan, resulting in a gross profit margin of 6.81% [3]

证券代码：002321 证券简称：华英农业 公告编号：2025-035 河南华英农业发展股份有限公司 关于公司股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 河南华英农业发展股份有限公司（以下简称"公司"）于近日接 到公司持股5%以上股东河南光州辰悦实业有限公司函告，获悉其所持 有公司的部分股份办理质押手续，具体事项如下： | | 是否为控 股股东或 | | | 占公 | 是否为 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本次质押数 | 占其所 | 司总 | 限售股 | 为补 | 质押 | 质押到期 | | 质押 | | 股东名称 | 第一大股 | 量（股） | 持股份 | 股本 | （如是， | 充质 | 起始 | 日 | 质权人 | 用途 | | | 东及其一 | | 比例 | | 注明限 | | 日 | | | | | | 致行动人 | | | 比例 | 售类型） | 押 | | | | | | ...

Core Insights - Huaying Agriculture (002321.SZ) released its semi-annual report for 2025, indicating significant institutional ownership [1] Institutional Ownership - As of August 26, 2025, a total of 10 institutional investors disclosed holdings in Huaying Agriculture A-shares, with a combined shareholding of 1.242 billion shares, representing 58.25% of the total share capital [1] - The top ten institutional investors include notable entities such as Xinyang Dingxin Xinghua Industrial Investment Partnership, Henan Guangzhou Chenyue Industrial Co., Ltd., and Xinyang Huaxin Investment Group Co., Ltd., among others [1] - The combined shareholding ratio of the top ten institutional investors remains unchanged at 58.25% [1]

Company Summary - Huaying Agriculture (SZ 002321) announced that as of the disclosure date, the total actual external guarantees provided by the company and its subsidiaries amount to approximately 403 million yuan, which represents 41.91% of the latest audited net assets of the listed company [1] - All guarantees are provided to units within the consolidation scope, and there are no guarantees provided to units outside the consolidated financial statements, nor are there any overdue guarantees [1] - For the first half of 2025, the revenue composition of Huaying Agriculture is entirely from the poultry breeding and food processing industry, accounting for 100.0% [1] Industry Summary - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for industry-listed companies [1]

Group 1 - The company Huaying Agriculture (SZ 002321) reported a revenue of approximately 2.071 billion yuan for the first half of 2025, representing a year-on-year decrease of 4.89% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 20.63 million yuan [1] - The basic earnings per share showed a loss of 0.0098 yuan [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]

Core Viewpoint - Huaying Agriculture (002321.SZ) reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved an operating income of 2,071.17 million yuan, representing a year-on-year decrease of 4.89% [1] - The net profit attributable to shareholders of the listed company was -20.63 million yuan, showing a significant year-on-year decline of 214.96% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -25.98 million yuan, reflecting a drastic year-on-year decrease of 402.92% [1]

（一）担保基本情况 证券代码：002321 证券简称：华英农业 公告编号：2025-034 河南华英农业发展股份有限公司 关于为控股子公司申请贷款提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 为满足生产经营需要，河南华英农业发展股份有限公司（以下简 称"公司"）控股子公司河南华樱生物科技有限公司（以下简称"华 樱生物"）向中国银行股份有限公司潢川支行申请贷款人民币 500 万 元，公司全资子公司潢川县港华羽绒制品有限公司（以下简称"港华 羽绒"）以其自有土地及房产为上述贷款提供抵押担保，担保期限一 年。在上述贷款及担保范围内，授权公司管理层或管理层指定的委托 代理人办理本次贷款相关手续，并签署相关法律文件。具体贷款及担 保内容以实际签署的合同为准。 （二）董事会审议情况 2025 年 8 月 26 日，公司召开第七届董事会第二十三次会议，以 9 票同意、0 票反对、0 票弃权的表决结果审议通过了《关于为控股 子公司申请贷款提供担保的议案》。 1 2、法定代表人：任宏星 3、注册资本：1,000 万元 4、公司类型：其他有限责 ...

| | 华英(杭州)食 品科技有限公 | 全资子公司 | 其他应收款 | 357.08 | 52.63 | | 409.71 | 资金拆借 | 非经营性往来 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 司 | | | | | | | | | | | 其他关联方及 | 河南华姿雪羽 绒制品有限公 司 | 联营企业 | 应收账款 | | 6.18 | 0.18 | 6.00 | 销售商品 | 经营性往来 | | | 其附属企业 | 潢川华英生物 制品有限公司 | 联营企业 | 合同负债 | 4.42 | 86.05 | 90.41 | 0.06 | 销售商品 | 经营性往来 | | | | 信阳鼎方优选 商贸有限公司 | 监事会主席 丁庆博任职 的其他企业 | 应收账款 | | 483.07 | 483.07 | | 销售商品 | 经营性往来 | | | 总计 | - | - | - | 15,187.13 | 2,532.01 | 1,393.49 | 16,325.65 | - | | - | 公司负责 ...

河南华英农业发展股份有限公司 2025 年半年度财务报告 2025 年 8 月 27 日 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：河南华英农业发展股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 329,101,401.35 | 274,745,372.29 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 1,043,802.29 | 1,036,207.31 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 566,350,530.08 | 531,800,717.46 | | 应收款项融资 | 11,024,250.85 | 6,528,542.43 | | 预付款项 | 382,431,608.58 | 64,254,517.89 | | 应收保费 | | | | 应收分保账款 | | | | 应收分 ...

证券代码：002321 证券简称：华英农业 公告编号：2025-033 河南华英农业发展股份有限公司 关于 2025 年半年度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 河南华英农业发展股份有限公司（以下简称"公司"）第七届董 事会第二十三次会议审议通过《关于 2025 年半年度计提资产减值准 备的议案》。根据《企业会计准则》《深圳证券交易所股票上市规则》 及公司有关会计政策，基于谨慎性原则，公司对合并报表范围内截至 2025 年 6 月 30 日的各类应收款项、存货等资产进行了全面清查，对 各项资产减值的可能性进行了充分的评估和分析，对存在减值迹象的 资产计提相应减值准备，具体情况如下： 一、本次计提信用及资产减值准备概述 （一）整体情况 公司2025 年半年度信用减值及资产减值准备合计计提905.63万 元。其中，应收账款计提减值准备 116.29 万元，其他应收款转回减 值准备 32.26 万元，存货计提跌价准备 821.60 万元。 （二）本次计提信用及资产减值准备的具体说明 1、信用减值准备 2025 年半年度应收账款计提 ...