Core Viewpoint - The company reported a mixed performance in pig sales for August 2025, with a decrease in month-over-month sales but a significant year-over-year increase in both sales volume and revenue [1] Sales Performance - In August 2025, the company sold 39,600 pigs, representing a month-over-month decrease of 5.58% but a year-over-year increase of 204.06% [1] - The sales revenue for August 2025 was 33.19 million yuan, which is a month-over-month decrease of 6.72% but a year-over-year increase of 97.29% [1] Cumulative Sales Data - From January to August 2025, the company sold a total of 378,800 pigs, marking a year-over-year increase of 39.79% [1] - The cumulative sales revenue for the same period reached 397.92 million yuan, reflecting a year-over-year growth of 21.53% [1]

Core Viewpoint - The company reported significant growth in pig sales and revenue for its subsidiary, indicating strong operational performance driven by capacity release [1] Sales Performance - In August 2025, the subsidiary sold 39,600 pigs, representing a year-on-year increase of 204.06% [1] - The sales revenue for August reached 33.19 million yuan, marking a year-on-year growth of 97.29% [1] - Cumulatively, from January to August 2025, the company sold 378,800 pigs, which is a 39.79% increase compared to the previous year [1] - The total sales revenue for the same period amounted to 398 million yuan, reflecting a year-on-year growth of 21.53% [1] Factors Influencing Growth - The increase in both sales volume and revenue in August is primarily attributed to the release of production capacity [1]

Core Viewpoint - The announcement from Kemin Foods indicates a mixed performance in pig sales for its subsidiary, with a notable year-on-year increase despite a decline in the most recent month [1] Sales Performance - In August 2025, the subsidiary sold 39,600 pigs, representing a month-on-month decrease of 5.58% but a year-on-year increase of 204.06% [1] - The sales revenue for August 2025 was 33.19 million yuan, which is a month-on-month decline of 6.72% but a year-on-year increase of 97.29% [1] Cumulative Sales Data - From January to August 2025, the company sold a total of 378,800 pigs, marking a year-on-year growth of 39.79% [1] - The cumulative sales revenue for the same period reached 397.92 million yuan, reflecting a year-on-year increase of 21.53% [1]

每经AI快讯，9月8日，克明食品（002661）公告，2025年8月公司控股子公司兴疆牧歌销售生猪3.96万 头，同比增长204.06%；销售收入3319.18万元，同比增长97.29%。 ...

格隆汇9月8日丨克明食品(002661.SZ)公布，兴疆牧歌2025年8月份销售生猪3.96万头，销量环比下降 5.58%，同比增长204.06%；销售收入3,319.18万元，销售收入环比下降6.72%，同比增长97.29%。2025 年1-8月，公司累计销售生猪37.88万头，较去年同期增长39.79%；累计销售收入39,792.12万元，较去年 同期增长21.53%。 ...

2025年8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： 证券代码：002661 证券简称：克明食品 公告编号：2025-083 陈克明食品股份有限公司 2025 年 8 月生猪销售数量和收入同比增长，主要系产能释放所致。 三、风险提示 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。 2、生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来说，都是客观存在的、不可控制的外部风险。生猪市场价格的大幅 波动，可能会对公司的经营业绩产生重大影响。 一、2025 年 8 月生猪销售情况 兴疆牧歌 2025 年 8 月份销售生猪 3.96 万头，销量环比下降 5.58%，同比增 长 204.06%；销售收入 3,319.18 万元，销售收入环比下降 6.72%，同比增长 97.29%。 2025 年 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，克明食品发布公告称，公司及子公司未发生逾期担保。 ...

Summary of Key Points Core Viewpoint - The company, Chen Keming Food Co., Ltd., has disclosed its guarantee situation, indicating a total guarantee amount of 1.3845615 billion yuan, which accounts for 56.83% of the company's latest audited net assets. The company emphasizes that it effectively controls financial risks associated with these guarantees [1][2]. Group 1: Guarantee Overview - The company has approved a total guarantee limit of up to 3.2 billion yuan for the year 2025, which includes guarantees for subsidiaries and mutual guarantees among subsidiaries [1]. - The guarantee period is valid for 12 months from the date of approval by the shareholders' meeting [1]. - The guarantees cover various financing activities, including bank loans and factoring, and may include joint liability guarantees [1]. Group 2: Guarantee Progress - As of the announcement date, the company has provided guarantees to several subsidiaries, with a total guarantee amount of 1.3845615 billion yuan [2]. - The company has not reported any overdue guarantees or guarantees involved in litigation that could lead to losses [2]. - The company maintains effective control over the management and financial operations of the guaranteed entities [1][2]. Group 3: Basic Information of Guaranteed Entities - The guaranteed entities include various subsidiaries engaged in noodle production and food processing, with registered capital and operational details provided in the attachment [2][3]. - None of the guaranteed entities are listed as dishonest executors [3].

证券代码：002661 证券简称：克明食品 公告编号：2025-082 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 2025 年 8 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 138,456.15 万元，占公司最近一期经审计净资产 的比例为 56.83%，其中为资产负债率 70%以上的子公司提供担保的余额为 23,201.99 万元，为资产负债率 70%以下的子公司提供担保的余额为 115,254.16 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。 | 14 | 徽县兴疆牧歌养殖有限 | 46.08% | 12,000.00 | 419.44 | 6,904.69 | 反担保 | | --- | --- | --- | --- | --- | -- ...

Core Insights - The company is facing challenges with declining revenue and sales due to decreased market demand [1] - The company is actively responding to health trends by expanding the use of buckwheat and whole wheat flour in its products [1] - The company aims to strengthen its high-end noodle product line while ensuring quality and reducing costs [1] - The company is exploring new distribution channels, including C-class small stores, wholesale markets, and catering services [1] - The company is implementing measures to reduce costs in its pig farming segment, focusing on health management and feed optimization [1] Revenue and Sales - The company reported a decline in sales primarily attributed to a decrease in market demand [1] Product Development - The company is expanding the application of buckwheat and whole wheat flour in response to health dietary trends [1] - The company is committed to enhancing the quality and cost-effectiveness of its high-end noodle products [1] Competitive Strategy - The company is conducting in-depth research on factors affecting the taste of its soft and elastic noodles to establish competitive barriers [1] Distribution Channels - The company is consolidating its existing advantageous channels while actively expanding into new markets such as wholesale and catering [1] Cost Management - The company is implementing several key measures to lower costs in its pig farming operations, including health management and feed optimization [1]