Core Viewpoint - The announcement from Kemin Foods (002661.SZ) highlights a significant increase in year-on-year sales of live pigs, driven by capacity release, despite a month-on-month decline in sales volume [1] Group 1: Sales Performance - In January 2026, the subsidiary Xingjiang Muge sold 72,500 live pigs, representing a month-on-month decrease of 9.47% but a year-on-year increase of 93.74% [1] - The sales revenue for January 2026 reached 68.02 million yuan, showing a month-on-month growth of 25.24% and a year-on-year increase of 68.29% [1] Group 2: Capacity and Growth Factors - The year-on-year growth in sales volume and revenue is primarily attributed to the release of production capacity [1]

克明食品(002661.SZ)发布公告，子公司兴疆牧歌2026年1月份销售生猪7.25万头，销量环比下降9.47%， 同比增长93.74%;销售收入6800.2万元，销售收入环比增长25.24%，同比增长68.29%。 2026年1月生猪销售数量和收入同比增长,主要系产能释放所致。 ...

证券代码：002661 证券简称：克明食品 公告编号：2026-006 陈克明食品股份有限公司 2026年1月生猪销售简报 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 陈克明食品股份有限公司（以下简称"公司"）控股子公司阿克苏兴疆牧歌 食品股份有限公司（以下简称"兴疆牧歌"）经营范围包括畜禽养殖业务，现公 司就每月畜禽销售情况进行披露，具体内容如下： 1、上述销售情况只代表兴疆牧歌生猪养殖业务销售情况，公司其他业务板 块的经营情况不包括在内。 一、2026 年 1 月生猪销售情况 兴疆牧歌 2026 年 1 月份销售生猪 7.25 万头，销量环比下降 9.47%，同比增 长 93.74%；销售收入 6,800.20 万元，销售收入环比增长 25.24%，同比增长 68.29%。 上述数据未经审计，与定期报告披露的数据之间可能存在差异，因此上述数 据仅作为阶段性数据供投资者参考，敬请广大投资者注意投资风险。 | | 月份 | | | 生猪销量（万头） | 销售收入（万元） | | 商品猪价格 | | --- | --- | --- | --- | --- | ...

格隆汇2月9日丨克明食品(002661.SZ)公布，兴疆牧歌2026年1月份销售生猪7.25万头，销量环比下降 9.47%，同比增长93.74%；销售收入6,800.20万元，销售收入环比增长25.24%，同比增长68.29%。 ...

克明食品公告，控股子公司兴疆牧歌2026年1月份销售生猪7.25万头，销量环比下降9.47%，同比增长 93.74%；销售收入6800.2万元，销售收入环比增长25.24%，同比增长68.29%。 ...

格隆汇2月9日丨克明食品(002661.SZ)公布，兴疆牧歌2026年1月份销售生猪7.25万头，销量环比下降 9.47%，同比增长93.74%；销售收入6,800.20万元，销售收入环比增长25.24%，同比增长68.29%。 ...

（文章来源：证券日报） 证券日报网讯 2月3日，克明食品在互动平台回答投资者提问时表示，截至2026年1月30日，公司合并信 用账户口径股东总户数26144户，未合并口径为24942户。 ...

证券代码：002661 证券简称：克明食品 公告编号：2026-005 陈克明食品股份有限公司 关于公司及子公司之间互相提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、截至 2026 年 1 月 31 日，陈克明食品股份有限公司（以下简称"公司"） 及子公司之间互相担保的余额为 137,374.12 万元，占公司最近一期经审计净资产 的比例为 56.38%，其中为资产负债率 70%以上的子公司提供担保的余额为 34,949.85 万元，为资产负债率 70%以下的子公司提供担保的余额为 102,424.28 万元。公司对被担保对象在经营管理、财务、投资、融资等方面均能有效控制， 财务风险处于公司有效的控制范围内，敬请投资者充分关注担保风险。 公司于 2025 年 12 月 30 日召开第七届董事会第六次会议，审议通过了《关 于 2026 年度公司及子公司担保额度预计的议案》。为满足公司及子公司日常经 营和业务发展的资金需要，同时为加强公司及子公司对外担保的日常管理，2026 年度公司为合并报表范围内子公司提供担保、子公司为 ...

Core Viewpoint - The article discusses the innovative shareholder reward activities by listed companies, particularly focusing on Kemin Foods' initiative to provide physical gifts to shareholders as a supplement to traditional cash dividends [1][5]. Group 1: Kemin Foods' Shareholder Reward Activity - Kemin Foods announced a shareholder reward activity where shareholders holding between 7,000 to 12,000 shares can claim a free 600g gift box of "Chen Kemin Hand-Pulled Noodles" [1][2]. - Shareholders holding 12,000 shares or more can claim a larger 1.8kg gift box [2]. - The activity runs from January 28, 2026, to February 6, 2026, with unclaimed rewards considered forfeited [2]. Group 2: Market Response and Company Performance - Kemin Foods' stock price fluctuated, closing at 9.41 yuan per share, with a market capitalization of 3.135 billion yuan [3]. - The company reported a revenue of 3.195 billion yuan and a net profit of 124 million yuan for the first three quarters of 2025 [4]. Group 3: Industry Trends in Shareholder Rewards - The trend of physical rewards for shareholders is growing among A-share listed companies, with various companies offering different types of gift packages [5]. - Examples include companies providing red dates, rice dumplings, coffee, and wine as part of their shareholder reward programs [5]. - The introduction of physical gifts has led to short-term stock price increases for some companies, such as a 20% rise for a company after announcing a similar initiative [5][6]. Group 4: Comparison with Traditional Dividends - Experts suggest that physical rewards can be more cost-effective than cash dividends and can serve as a marketing tool to enhance brand visibility [6]. - The number of cash dividends among listed companies is also increasing, with a record cash dividend of 2.55 trillion yuan reported for 2025 [7].

Group 1 - The company, Kemin Food, announced a "shareholder reward activity" where shareholders holding 7,000 to 12,000 shares can claim a 600g gift box, and those holding over 12,000 shares can claim a 1.8kg gift box [1] - The gift boxes are valued at approximately 150 yuan for the 600g box and nearly 300 yuan for the 1.8kg box, significantly higher than typical noodle prices, indicating a premium product offering [1] - The initiative aims to establish a long-term and diverse shareholder return mechanism, enhancing shareholder understanding of the company's intrinsic value [1] Group 2 - Kemin Food, established in 1984 and listed in 2012, specializes in the research, production, and sales of mid-to-high-end noodles, with brands including "Chen Kemin" and "Wugu Daochang" [2] - In 2023, the company faced its first loss since listing due to challenges in its pig farming business, despite acquiring a controlling stake in Xingjiang Mugong for over 600 million yuan [2] - Financial data shows that Kemin Food's revenue for 2023 was 5.184 billion yuan with a net loss of 65.65 million yuan, while projected revenue for 2024 is 4.567 billion yuan with a net profit of 146 million yuan [2] Group 3 - Kemin Food previously attempted to enter the restaurant business in 2012 but did not continue due to losses; however, it opened its first "Chen Kemin Noodle Restaurant" in Changsha in December 2023, focusing on traditional hand-pulled noodles [3] - The company's primary goal for opening the restaurant is not rapid profit or expansion but rather brand promotion and testing new business models [3]