Summary of Key Points Core Viewpoint - The company, Chen Kemin Food Co., Ltd., has disclosed its guarantee situation, indicating a significant amount of mutual guarantees among its subsidiaries, which raises concerns about financial risk management [2][3]. Group 1: Guarantee Overview - As of July 31, 2025, the total amount of mutual guarantees among the company and its subsidiaries is 138,695.75 million RMB, accounting for 56.92% of the company's latest audited net assets [2][6]. - The company has provided guarantees of 23,801.99 million RMB for subsidiaries with a debt-to-asset ratio above 70%, and 114,893.76 million RMB for those below 70% [2]. - The company has not provided guarantees for entities outside the consolidated financial statements and has no overdue guarantees [2][7]. Group 2: Internal Decision-Making Process - The company held board and supervisory meetings on January 2, 2025, and a temporary shareholders' meeting on January 20, 2025, to approve the guarantee limits for the year [3]. - The total guarantee limit for 2025 is set at 3.2 billion RMB, with specific allocations for subsidiaries based on their debt-to-asset ratios [3]. Group 3: Guarantee Progress - On July 28, 2025, the company provided a joint liability guarantee of 10 million RMB for a loan to Huixian Xingjiang Muge Breeding Co., Ltd. from Lanzhou Bank [4]. - The loan contract has not yet been disbursed as of July [4]. Group 4: No Overdue Guarantees - The company has confirmed that there are no overdue guarantees or any legal issues related to guarantees that would result in financial losses [7].

Core Viewpoint - The announcement details the mutual guarantees provided between Chen Ke Ming Food Co., Ltd. and its subsidiaries, highlighting the total guarantee balance and its implications on the company's financial health [2][5]. Group 1: Guarantee Balance and Ratios - As of July 31, 2025, the total mutual guarantee balance between the company and its subsidiaries is 138,695.75 million RMB, which represents 56.92% of the company's most recent audited net assets [2][5]. - The guarantees provided to subsidiaries with a debt-to-asset ratio above 70% amount to 23,801.99 million RMB, while those for subsidiaries with a debt-to-asset ratio below 70% total 114,893.76 million RMB [2]. Group 2: Approval and Limits of Guarantees - The company’s board and supervisory board approved a total guarantee limit of up to 3.2 billion RMB for the year 2025, which includes guarantees for subsidiaries and mutual guarantees among subsidiaries [3]. - The specific limits set are 480 million RMB for subsidiaries with a debt-to-asset ratio above 70% and 2.72 billion RMB for those below 70% [3]. Group 3: Recent Guarantee Activity - On July 28, 2025, the company provided a joint liability guarantee of 10 million RMB for Huixian Xingjiang Muge Breeding Co., Ltd. in a loan agreement with Lanzhou Bank [4]. - There have been no overdue guarantees or guarantees involving litigation or losses incurred due to guarantees as of the announcement date [6][7].

Core Viewpoint - Kemin Foods announced that the company has no overdue external guarantee matters and is not involved in any litigation related to guarantees or any losses due to guarantees [2] Summary by Relevant Categories - **Company Guarantees** - The company confirmed that there are no overdue external guarantees [2] - There are no guarantees involved in litigation or any judgments that would result in the company bearing losses [2]

证券代码：002661 证券简称：克明食品 公告编号：2025-074 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 （二）担保事项进展情况 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 2025 年 7 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 138,695.75 万元，占公司最近一期经审计净资产 的比例为 56.92%，其中为资产负债率 70%以上的子公司提供担保的余额为 23,801.99 万元，为资产负债率 70%以下的子公司提供担保的余额为 114,893.76 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。 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 ...

Market Overview - On August 1, the food processing sector rose by 1.17%, led by *ST Chuntian, while the Shanghai Composite Index closed at 3559.95, down 0.37% [1] - The Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - The top performers in the food processing sector included: - *ST Chuntian: Closed at 4.37, up 3.31% with a trading volume of 89,400 shares and a turnover of 38.61 million yuan [1] - Baba Food: Closed at 19.25, up 3.00% with a trading volume of 52,400 shares and a turnover of 100 million yuan [1] - Jinzi Ham: Closed at 6.72, up 2.28% with a trading volume of 404,000 shares and a turnover of 272 million yuan [1] Capital Flow - The food processing sector experienced a net outflow of 18.21 million yuan from institutional investors and 53.49 million yuan from speculative funds, while retail investors saw a net inflow of 71.69 million yuan [2] - Notable capital flows for specific stocks included: - Jinzi Ham: Net inflow of 40.46 million yuan from institutional investors, but a net outflow of 3.79 million yuan from speculative funds [3] - Baba Food: Net inflow of 8.31 million yuan from institutional investors, with a net outflow of 5.63 million yuan from speculative funds [3]

从资金流向上来看，当日食品加工板块主力资金净流出1.27亿元，游资资金净流出2488.55万元，散户资 金净流入1.52亿元。食品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603345 | 安井食品 | | 3588.42万 | 9.81% | -3645.99万 | -9.97% | 57.57万 | 0.16% | | 002515 | 金字火腿 | | 2249.10万 | 14.02% | -1481.85万 | -9.24% | -767.25万 | -4.78% | | 002702 海欣食品 | | | 1308.54万 | 13.69% | -383.06万 | -4.01% | -925.48万 | -9.68% | | 002626 | 金达威 | | 1100.54万 | 4.62% | 1399.42万 | 5.88% | -2499.96 ...

Core Viewpoint - The company reported significant growth in pig sales and revenue for June 2025, attributed to the release of production capacity after resumption of operations [2]. Group 1: Sales Performance - In June 2025, the subsidiary, Aksu Xingjiang Muge Food Co., Ltd., sold 58,800 pigs, representing a month-on-month increase of 21.79% and a year-on-year increase of 144.37% [1]. - The sales revenue for June 2025 reached 58.26 million yuan, with a month-on-month increase of 11.20% and a year-on-year increase of 111.22% [1]. - For the first half of 2025, the company sold a total of 297,300 pigs, a year-on-year increase of 27.13%, with cumulative sales revenue of 329.15 million yuan, reflecting an 18.80% increase compared to the same period last year [1]. Group 2: Reasons for Growth - The increase in sales volume and revenue is primarily due to the release of production capacity following the resumption of operations [2].

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

Group 1 - Jinshi Technology has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - Xinya Electronics reported that revenue from its "lotus core structure" technology accounts for less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang stated that its main business has not undergone significant changes and its production and operational status remains normal [5] Group 2 - Zhuoyue New Energy plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [6] - Zhengfan Technology intends to acquire 62.23% of Han Jing Semiconductor, which will become a subsidiary, enhancing its capabilities in the semiconductor sector [7] Group 3 - Jingji Zhino reported sales of 176,400 pigs in June, generating revenue of 310 million yuan [9] - Kemin Foods' subsidiary saw a 111.22% year-on-year increase in sales revenue from pig sales in June [10] - Lihua Co. reported a 21.3% year-on-year decline in chicken sales revenue in June [11] Group 4 - Xiaoming Co. achieved a 182.52% year-on-year increase in chicken product sales revenue in June [12] - Tiankang Bio reported a 19.53% year-on-year decline in pig sales revenue in June [13] Group 5 - Juhua Co. expects a net profit increase of 136% to 155% for the first half of 2025, driven by rising prices of core products [14] - Jieshun Technology anticipates a net profit increase of 105.68% to 193.82% for the first half of 2025, supported by growth in innovative business [15] - Dajin Heavy Industry forecasts a net profit increase of 193.32% to 227.83% for the first half of 2025, attributed to significant growth in overseas business [16] Group 6 - Huace Navigation expects a net profit increase of 27.37% to 33.34% for the first half of 2025, driven by rapid growth in overseas markets [17] - Yatai Co. anticipates a net profit increase of 81.97% to 101.13% for the first half of 2025, due to market expansion and operational efficiency [18] - Shangwei Co. expects a net loss of 27 million to 35 million yuan for the first half of 2025, impacted by economic conditions and competition [19] Group 7 - Hongyuan Green Energy's subsidiary signed a cooperation agreement to stabilize operations during a pre-restructuring phase [21] - Pulit signed a procurement contract for a 30MWh sodium-ion battery energy storage system, marking a significant milestone in sodium battery applications [22] Group 8 - Hisense Home Appliances' controlling shareholder plans to increase its stake by acquiring up to 13.86 million shares [24] - Yanpai Co.'s controlling shareholder intends to increase its stake by investing between 17 million to 34 million yuan [25] - Yuanzhu Co. plans to reduce its stake by up to 1% due to funding needs [26] - Xintonglian's shareholder plans to reduce its stake by up to 3% for operational needs [27]

证券代码：002661 证券简称：克明食品 公告编号：2025-073 陈克明食品股份有限公司 2025年6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 6 月生猪销售情况 兴疆牧歌 2025 年 6 月份销售生猪 5.88 万头，销量环比增长 21.79%，同比 增长 144.37%；销售收入 5,826.16 万元，销售收入环比增长 11.20%，同比增长 111.22%。 2025 年 1-6 月，公司累计销售生猪 29.73 万头，较去年同期增长 27.13%； 累计销售收入 32,914.54 万元，较去年同期增长 18.80%。 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） | ...