Core Viewpoint - The announcement regarding the judicial freeze of shares held by the controlling shareholder of Longda Food indicates potential financial instability, although the company asserts that it will not affect operational control or governance [1][2]. Group 1: Shareholder and Legal Matters - Longda Food's controlling shareholder, Lanrun Development, has had 7,513,417 shares frozen, representing 2.56% of its holdings and 0.70% of the company's total shares [1]. - The freeze is effective from September 23, 2025, to September 22, 2028, initiated by the Jinan City Central District People's Court [1]. - The company is actively working to resolve the judicial freeze and emphasizes that it does not foresee any change in actual control or adverse effects on operations [1]. Group 2: Financial Performance - Longda Food has experienced significant volatility in its financial performance over the past five years, with net profits fluctuating from a profit of 9.06 billion yuan in 2020 to a loss of 15.38 billion yuan in 2024, and a slight profit of 0.22 billion yuan in 2025 [2]. - In the first half of 2025, the company reported revenue of 4.975 billion yuan, a decrease of 1.38% year-on-year, and a net profit of 35.17 million yuan, down 39.52% year-on-year [2]. - The company has approximately 973 million yuan in cash and interest-bearing liabilities of about 3.219 billion yuan, with short-term debt comprising 57.72% of total liabilities, indicating significant repayment pressure [2]. Group 3: Corporate Governance - On September 19, 2025, Longda Food's board approved the decision to abandon the acquisition of equity in Wucang Agriculture and Animal Husbandry held by Lanrun Development, which is related to compliance with competition commitments [2].

Group 1 - The core viewpoint of the article discusses the strategic restructuring plans of controlling shareholders of Shenma Co. and Pingmei Co. [1] - Shenma Co. and Pingmei Co. are undergoing significant changes in their corporate structure, indicating potential shifts in their operational strategies and market positioning [1] - The restructuring may lead to enhanced operational efficiency and better resource allocation within the companies [1] Group 2 - Fangyuan Co. has signed a technology export cooperation agreement with a Japanese company and a target company, indicating potential growth opportunities through international collaboration [5] - Milkway's actual controller and shareholders plan to reduce their holdings by no more than 4.02% of the company's shares, which may impact investor sentiment [5] - Longda Meishi's controlling shareholder has had 0.7% of their shares judicially frozen, which could affect the company's stock performance [5] - Qibin Group plans to repurchase shares worth between 100 million to 200 million yuan, reflecting confidence in the company's future [5]

Core Viewpoint - Longda Food (002726.SZ) announced that its controlling shareholder, Lanrun Development, had 0.70% of its shares judicially frozen, raising concerns after the company recently abandoned the acquisition of a highly indebted subsidiary, Wucang Agriculture and Animal Husbandry [1][2] Group 1: Shareholder Actions - Lanrun Development's judicially frozen shares amount to 7.51 million, representing 2.56% of its holdings and 0.7% of the total share capital, with the freeze effective from September 23, 2025, to September 22, 2028 [1] - Lanrun Development holds 27.23% of Longda Food's shares and is actively working to resolve the judicial freeze, although there is a possibility of forced execution of the frozen shares [1] Group 2: Financial Situation - As of August 2, Lanrun Development's stock pledge rate for Longda Food was 31.4%, with a total of 9.228 million shares pledged, accounting for 8.55% of the total share capital [2] - Longda Food recently abandoned the acquisition of Wucang Agriculture and Animal Husbandry, which has a debt ratio of 98.73% and significant short-term and long-term liabilities totaling approximately 1.95 billion [2] - Longda Food has faced declining revenue for four consecutive years, with a net profit of 32.28 million for the first half of 2025, down 42.15% year-on-year [2] - As of June 30, 2025, Longda Food had approximately 973 million in cash and interest-bearing liabilities of about 3.219 billion, with short-term debt making up 57.72% of the total [2]

北京商报讯（记者 郭秀娟 王悦彤） 9月25日，龙大美食发布公告称，公司控股股东蓝润发展控股集团 有限公司（以下简称"蓝瑞发展"）所持公司751.34万股被济南市市中区人民法院司法冻结，占其所持有 股份比例2.56%，占公司总股本比例0.7%。蓝润发展正积极解决司法冻结事项，但不排除后期被法院强 制执行的可能性。本次冻结不会导致公司实际控制权变更，不会对公司生产经营和治理产生不利影响。 ...

（记者 曾健辉） 每经AI快讯，龙大美食9月25日晚间发布公告称，山东龙大美食股份有限公司近日通过中国证券登记结 算有限公司系统查询到公司控股股东蓝润发展控股集团有限公司所持公司部分股份被司法冻结，本次被 司法冻结股份数量为751万股。截至本公告披露日，股东蓝润发展控股集团有限公司累计被冻结股份约 751万股，占其所持股份比例的2.56%，占公司总股本的0.7%。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 ...

证券代码：002726 证券简称：龙大美食 公告编号：2025-079 债券代码：128119 债券简称：龙大转债 山东龙大美食股份有限公司 关于控股股东部分股份被司法冻结的公告 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。 山东龙大美食股份有限公司（以下简称"公司"）近日通过中国证券登记结算 有限公司系统查询到公司控股股东蓝润发展控股集团有限公司（以下简称"蓝润 发展"）所持公司部分股份被司法冻结，现将有关事项公告如下： 二、股东股份累计被冻结情况 截至公告披露日，控股股东所持股份累计被冻结情况如下： 股东名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次冻结 股份数量 （股） 占其所持 有股份比 例 占公司总 股本比例 是否为限 售股或限 制类型 起始日 到期日 冻结申请人 原因 蓝润发展 控股集团 有限公司 是 7,513,417 2.56% 0.70% 否 2025-09-23 2028-9-22 济南市市中 区人民法院 司法冻结 合计 7,513,417 2.56% 0.70% - - - - - 一、本次股份被冻结基本情况 三、其他情况 ...

龙大美食公告，公司控股股东蓝润发展控股集团有限公司所持公司751.34万股被济南市市中区人民法院 司法冻结，占其所持有股份比例2.56%，占公司总股本比例0.70%。截至公告披露日，蓝润发展累计被 冻结股份751.34万股，占其所持股份比例2.56%，占公司总股本比例0.70%。蓝润发展正积极解决司法冻 结事项，但不排除后期被法院强制执行的可能性。本次冻结不会导致公司实际控制权变更，不会对公司 生产经营和治理产生不利影响。 ...

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]

Core Viewpoint - Longda Food (002726) reported that as of September 19, the number of shareholders reached 41,215 [1] Company Summary - Longda Food has a total of 41,215 shareholders as of the specified date [1]

Company Overview - Longda Food is located in Laiyang, Shandong Province, established on July 9, 2003, and listed on June 26, 2014. The company primarily engages in pig farming, pig slaughtering, and the production and sale of fresh, frozen, and cooked meat products [1]. - The main business revenue composition includes fresh and frozen meat (81.87%), prepared foods (15.74%), cooked products (1.68%), and others (0.71%) [1]. Financial Performance - For the first half of 2025, Longda Food achieved operating revenue of 4.975 billion yuan, a year-on-year decrease of 1.38%. The net profit attributable to the parent company was 35.1687 million yuan, down 39.52% year-on-year [2]. - Since its A-share listing, Longda Food has distributed a total of 443 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Performance - As of September 22, Longda Food's stock price decreased by 2.10%, trading at 5.60 yuan per share, with a total market capitalization of 6.043 billion yuan [1]. - Year-to-date, the stock price has dropped by 29.29%, with an 8.65% decline over the last five trading days, a 1.63% increase over the last 20 days, and a 3.78% decrease over the last 60 days [1]. - The number of shareholders as of September 10 was 41,000, a decrease of 0.82% from the previous period, with an average of 26,299 circulating shares per person, an increase of 0.83% [2]. Market Activity - In terms of capital flow, there was a net outflow of 1.695 million yuan from main funds, with large orders accounting for 26.85% of purchases and 25.64% of sales [1].