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]

Core Viewpoint - The company Kemin Foods (002661) has announced a "shareholder reward activity" to distribute free gift boxes of its hand-pulled noodles to shareholders based on their holdings [1] Group 1: Shareholder Reward Activity - Shareholders holding between 7,000 to 12,000 shares can claim a free 600g gift box of Chen Kemin hand-pulled noodles [1] - Shareholders with holdings of 12,000 shares or more can claim a free 1.8kg gift box [1] - Based on the closing price of 9.44 yuan per share on January 27, the market value of the shares required to claim the 600g gift box is between 66,100 to 113,300 yuan, while the value for the 1.8kg gift box is above 113,300 yuan [1] Group 2: Product Pricing - The retail price for the 600g Chen Kemin hand-pulled noodle gift box is approximately 150 yuan, while the 1.8kg gift box is nearly 300 yuan [1] - These prices are significantly higher than ordinary noodles available in the market, by several times [1]

Core Viewpoint - Kemin Food announced a "shareholder reward activity" where shareholders holding between 7,000 to 12,000 shares can claim a 600g gift box of hand-pulled noodles, and those holding over 12,000 shares can claim a 1.8kg gift box [1][3]. Group 1: Shareholder Reward Activity - The reward activity allows shareholders with 7,000 to 12,000 shares to receive a 600g gift box, while those with over 12,000 shares can receive a 1.8kg gift box [1]. - As of Q3 2025, Kemin Food had 26,587 shareholders, with a total of approximately 169 million shares held by small shareholders, averaging 6,356 shares per household, which is below the threshold for the gift box [3]. - The market value of shares required to claim the 600g gift box is between 66,100 to 113,300 yuan, while the 1.8kg gift box requires a market value above 113,300 yuan [3]. Group 2: Product Pricing and Quality - The 600g gift box is priced around 150 yuan, and the 1.8kg box is nearly 300 yuan on e-commerce platforms, significantly higher than ordinary noodles [3][5]. - The hand-pulled noodles are made from Australian imported wheat and produced using 16 traditional processes, with each package weighing 150g [5]. Group 3: Company Performance and Strategy - Kemin Food's revenue for 2023-2024 was 5.184 billion yuan and 4.567 billion yuan, with a net profit of -65.65 million yuan and 146 million yuan respectively [11]. - For the first three quarters of 2025, the company reported a revenue of 3.195 billion yuan, a year-on-year decrease of 8.07%, and a net profit of 124 million yuan, down 20.17% year-on-year [11]. - The company has diversified into pig farming, acquiring a controlling stake in Xingjiang Mugge for over 600 million yuan, although the noodle business has seen declining sales [10][11]. Group 4: New Business Ventures - Kemin Food has opened its first "Chen Kemin Noodle Restaurant" in Changsha, focusing on traditional hand-pulled noodles and stir-fried toppings, with an average consumer spending of about 25 yuan [14]. - Previous attempts to enter the restaurant business in 2012 were unsuccessful, leading to a loss of 790,000 yuan, but the current initiative is clarified to be a project led by major shareholders rather than the listed company itself [16].

Core Viewpoint - Kemin Food (002661) announced a "shareholder reward activity" where shareholders holding between 7,000 to 12,000 shares can claim a free 600g Chen Kemin hand-pulled noodle gift box, and those holding over 12,000 shares can claim a 1.8kg gift box [1][3]. Group 1: Shareholder Reward Activity - The reward activity allows shareholders with 7,000 to 12,000 shares to receive a 600g gift box, while those with over 12,000 shares can receive a 1.8kg gift box [1]. - As of Q3 2025, Kemin Food had 26,587 shareholders, with a total of approximately 169 million shares held by small shareholders, averaging 6,356 shares per household, which is below the threshold for the gift box [3]. - The market value of shares required to claim the 600g gift box is between 66,100 to 113,300 yuan, while the 1.8kg gift box requires a market value above 113,300 yuan [3]. Group 2: Product Pricing and Quality - The 600g Chen Kemin hand-pulled noodle gift box is priced around 150 yuan, and the 1.8kg box is nearly 300 yuan, significantly higher than ordinary noodles [3]. - The noodles are made from Australian imported wheat and produced using 16 traditional processes, with each package weighing 150g [5]. - The product was developed over six years and launched in 2023, receiving awards for innovation and popularity in the instant food industry [7]. Group 3: Company Performance and Strategy - Kemin Food was founded in 1984 and went public in 2012, becoming the "first stock of hanging noodles" [10]. - The company acquired a controlling stake in Xingjiang Mugge for over 600 million yuan in 2023, diversifying into pig farming [10]. - Financial results show a revenue decline from 5.184 billion yuan in 2023 to 4.567 billion yuan in 2024, with a net profit of -65.65 million yuan in 2023 and 146 million yuan in 2024 [11]. - For the first three quarters of 2025, revenue was 3.195 billion yuan, down 8.07% year-on-year, and net profit was 124 million yuan, down 20.17% [11]. Group 4: New Business Ventures - Kemin Food opened its first "Chen Kemin Noodle Restaurant" in Changsha in December 2025, focusing on traditional hand-pulled noodles and stir-fried toppings, with an average consumer spending of about 25 yuan [14]. - Previous attempts to enter the restaurant business in 2012 were unsuccessful, leading to a loss of 790,000 yuan, but the company clarified that those efforts were not part of the listed entity [16].