克明食品公告，控股子公司阿克苏兴疆牧歌食品股份有限公司2025年9月份销售生猪3.78万头，销量环 比下降4.45%，同比增长173.77%；销售收入3342.68万元，销售收入环比增长0.71%，同比增长 107.57%。1-9月，兴疆牧歌累计销售生猪41.66万头，较去年同期增长46.29%；累计销售收入43134.80万 元，较去年同期增长25.56%。 ...

克明食品公告，2025年9月，兴疆牧歌销售生猪3.78万头，销量环比下降4.45%，同比增长173.77%；销 售收入3342.68万元，销售收入环比增长0.71%，同比增长107.57%。2025年1-9月，兴疆牧歌累计销售生 猪41.66万头，较去年同期增长46.29%；累计销售收入4.31亿元，较去年同期增长25.56%。 ...

证券代码：002661 证券简称：克明食品 公告编号：2025-085 陈克明食品股份有限公司 2025年9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： 一、2025 年 9 月生猪销售情况 | 2025 | 年 | 6 | 月 | 5.88 | 29.73 | 5,826.16 | 32,914.54 | 13.55 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025 | 年 | 7 | 月 | 4.19 | 33.92 | 3,558.39 | 36,472.93 | 13.78 | | 2025 | 年 | 8 | 月 | 3.96 | 37.88 | 3,319.18 | 39,792.12 | 12.73 | | 2025 | 年 | 9 | 月 | 3.78 | 41.6 ...

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： 证券代码：002661 证券简称：克明食品 公告编号：2025-086 陈克明食品股份有限公司 2、公司及子公司未对合并报表范围外主体提供担保。 3、公司及子公司未发生逾期担保。 一、担保情况概述 （一）担保事项内部决策程序履行情况 公司于 2025 年 1 月 2 日召开第六届董事会第二十六次会议和第六届监事会第 二十三次会议，于 2025 年 1 月 20 日召开 2025 年第一次临时股东会审议通过了《关 于 2025 年度公司及子公司担保额度预计的议案》。同意公司 2025 年度为合并报 表范围内子公司提供担保、子公司为母公司担保、子公司之间互相提供担保的总 额度不超过 32.00 亿元，其中公司为资产负债率 70%以上的子公司担保的额度为 4.80 亿元，为资产负债率 70%以下的子公司担保的额度为 27.20 亿元。申请 2025 年度为合并报表范围内子公司提供担保，子公司为母公司担保，在预计担保额度 范围内，同类担保对象间的担保额度可调剂使 ...

Market Overview - On September 26, the food processing sector experienced a slight decline of 0.04% compared to the previous trading day, with Wei Zhi Xiang leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Jinzi Ham (002515) saw a significant increase of 6.61%, closing at 8.07 with a trading volume of 2.4855 million shares and a transaction value of 2.004 billion [1] - Wei Zhi Xiang (605089) led the declines with a drop of 4.53%, closing at 27.61 with a trading volume of 41,000 shares and a transaction value of 115 million [2] - Other notable performers included Gai Shi Food (836826) with a 2.53% increase and Longda Meishi (002726) with a 2.42% decrease [2] Capital Flow Analysis - The food processing sector experienced a net outflow of 18.3541 million from institutional investors, while retail investors saw a net inflow of 65.5132 million [2] - The capital flow data indicates that Jinzi Ham had a net inflow of 94.3197 million from institutional investors, while it faced a net outflow of 56.9452 million from speculative funds [3] - The overall trend shows that while institutional and speculative funds are withdrawing, retail investors are actively buying into the sector [2][3]

Core Insights - The food processing sector experienced a slight decline of 0.16% on September 24, with Weizhi Xiang leading the drop [1][2] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Notable gainers in the food processing sector included: - Baba Foods (605338) with a closing price of 23.57, up 4.90% [1] - Guangming Meat (600073) at 7.05, up 2.47% [1] - ST Chuntian (600381) at 5.19, up 2.37% [1] - Conversely, Weizhi Xiang (605089) closed at 28.11, down 1.54% [2] - The sector saw a total trading volume of 5.67 billion yuan in net outflow from major funds, while retail investors contributed a net inflow of 2.49 billion yuan [2][3] Fund Flow Analysis - Major funds showed a net outflow of 5.67 billion yuan, while speculative funds had a net inflow of 3.18 billion yuan [2] - Retail investors contributed a net inflow of 2.49 billion yuan [2] - Specific stock fund flows included: - Guangming Meat (600073) with a net inflow of 17.05 million yuan from major funds [3] - Jindawi (002626) with a net inflow of 11.20 million yuan from major funds [3] - Xianle Health (300791) had a net inflow of 2.03 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that Chen Ke Ming Food held an online earnings briefing to address investor concerns regarding its pig farming business, financial status, and production capacity planning [1][2] - In the pig farming business, the company aims to improve profitability by enhancing health management, optimizing feed, and investing in breeding and disease prevention to lower costs [1][2] - The company plans to utilize its advantages in French pig breeds to strengthen biosecurity and disease control, aiming to increase the speed of pig slaughter and improve production efficiency, with a target production cost of 12.28 yuan per kilogram by August 2025 [1] Group 2 - Financially, the company is addressing high non-current liabilities by optimizing its debt structure, increasing turnover rates, controlling accounts receivable, and reducing capital expenditures [2] - The production capacity in the Jiaxing base will be gradually released based on market demand, focusing on high-end noodles and frozen convenience foods targeting young consumers and B-end restaurant clients [2] - The company is committed to enhancing operational management and achieving high-quality development, while also planning cash dividends, share buybacks, and improving investor relations to increase company value and return to investors [2]

Group 1: Financial Performance and Strategies - The company aims to improve pig farming profits by enhancing health management, reducing costs, and optimizing feed [1] - As of August 2025, the production cost for pig farming is 12.28 yuan/kg [2] - The company plans to lower its debt ratio by optimizing the structure of short-term and long-term debts and controlling the scale of liabilities [2] Group 2: Market Position and Product Development - The company will focus on high-end products such as premium noodles and frozen convenience foods targeting young, stable-income consumers and B-end restaurant clients [2] - To address declining performance, the company will expand the application of buckwheat and whole wheat flour in products and strengthen its competitive edge in high-end noodle products [3] - The company is exploring new sales channels, including C-class small stores, wholesale markets, and catering channels [3] Group 3: Shareholder Value and Market Response - The management is committed to enhancing operational management to achieve high-quality development and will consider cash dividends, share buybacks, and improved investor relations to boost company value [3] - The company acknowledges the mismatch between its performance and stock price and is actively responding to national policies for effective market value management [1]

Market Overview - On September 16, the food processing sector declined by 0.69%, with Gais Food leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the food processing sector included: - Qianwei Yangchu (001215) with a closing price of 36.15, up 3.52% and a trading volume of 72,300 shares, totaling 254 million yuan [1] - ST Chuntian (600381) with a closing price of 5.20, up 3.17% and a trading volume of 130,300 shares, totaling 65.9 million yuan [1] - Baba Food (605338) with a closing price of 24.23, up 2.54% and a trading volume of 24,800 shares, totaling 59.4 million yuan [1] - Major decliners included: - Gais Food (836826) with a closing price of 14.35, down 4.52% and a trading volume of 155,500 shares, totaling 225 million yuan [2] - Huadong Shares (002840) with a closing price of 11.92, down 2.77% and a trading volume of 312,700 shares, totaling 373 million yuan [2] - Huifa Food (603536) with a closing price of 11.11, down 2.54% and a trading volume of 354,400 shares, totaling 394 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 251 million yuan from institutional investors, while retail investors saw a net inflow of 217 million yuan [2] - The detailed capital flow for selected stocks showed: - ST Chuntian (600381) had a net inflow of 10.68% from institutional investors [3] - Qianwei Yangchu (001215) had a net inflow of 2.25% from institutional investors [3] - Gais Food (836826) had a net outflow of 0.41% from institutional investors [3]

Core Viewpoint - The company, Chen Kemin Food Co., Ltd., is participating in the 2025 Hunan Listed Companies Investor Online Collective Reception Day to enhance interaction with investors [1] Group 1 - The event will be held online on September 19, 2025, from 14:00 to 17:00 [1] - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1] - Company executives will discuss topics such as the company's performance for the first half of 2024 to 2025, corporate governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [1]