Market Overview - On September 12, the food processing sector declined by 0.56%, with Jiyuan Group leading the losses [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the food processing sector included: - Jinzi Ham: closed at 7.99, up 4.44% with a trading volume of 276,000 shares and a turnover of 216 million yuan [1] - Longda Meishi: closed at 5.78, up 1.58% with a trading volume of 337,100 shares and a turnover of 194 million yuan [1] - Zihua Co.: closed at 47.03, up 1.53% with a trading volume of 11,700 shares and a turnover of 54.48 million yuan [1] - Conversely, Jiyuan Group saw a decline of 3.12%, closing at 31.96 with a trading volume of 51,200 shares and a turnover of 165 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 51.91 million yuan from institutional investors, while retail investors saw a net inflow of 70.17 million yuan [2][3] - Key stocks with significant capital flow included: - Longda Meishi: net inflow of 34.73 million yuan from institutional investors, but a net outflow of 20.44 million yuan from retail investors [3] - Guangming Meat Industry: net inflow of 18.61 million yuan from institutional investors, with a net outflow of 12.08 million yuan from retail investors [3] - Qianwei Yangchu: net inflow of 17.90 million yuan from institutional investors, with a net outflow of 7.35 million yuan from retail investors [3]

一、可转换公司债券发行上市概况 | 证券代码：002726 | 证券简称：龙大美食 | 公告编号：2025-073 | | --- | --- | --- | | 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 关于预计触发可转债转股价格向下修正条件的提示性公告 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。 特别提示： 4、转股期限：2021 年 1 月 18 日至 2026 年 7 月 12 日 5、根据公司《山东龙大肉食品股份有限公司公开发行可转换公司债券募集 说明书》（以下简称"《募集说明书》"）规定：在本次发行的可转换公司债券（以 下简称"可转债"）存续期间，当公司 A 股股票在任意连续二十个交易日中有十 个交易日的收盘价低于当期转股价格的 90%时，公司董事会有权提出可转债转股 价格向下修正方案并提交公司股东大会审议表决。 本次触发可转债转股价格修正条件的期间从2025年9月8日起算，截至2025 年 9 月 12 日，公司股票已有五个交易日低于当期转股价格的 90%（即 8.37 元/ 股），预计后续可能触发可转 ...

Group 1 - The core viewpoint of the news is that Longda Food's stock has shown fluctuations, with a recent increase of 2.11% and a year-to-date decline of 26.64% [1] - As of September 12, Longda Food's stock price is 5.81 CNY per share, with a total market capitalization of 6.27 billion CNY [1] - The company has seen a net inflow of main funds amounting to 13.14 million CNY, with significant buying and selling activities from large orders [1] Group 2 - Longda Food's main business includes pig farming, slaughtering, and the production and sale of fresh and frozen meat, accounting for 81.87% of its revenue [1] - The company reported a revenue of 4.98 billion CNY for the first half of 2025, a year-on-year decrease of 1.38%, and a net profit of 35.17 million CNY, down 39.52% year-on-year [2] - Since its A-share listing, Longda Food has distributed a total of 443 million CNY in dividends, with no dividends paid in the last three years [3]

Overview of Guarantee Situation - On May 19, 2025, the company held its annual shareholders' meeting and approved a guarantee limit of 6 billion RMB for the year 2025 for its subsidiaries, including mutual guarantees among subsidiaries and guarantees to the parent company [2] - The guarantee amount is divided into 4 billion RMB for subsidiaries with a debt-to-asset ratio of 70% or higher and 2 billion RMB for those below 70% [2] Progress of Guarantee - Recently, the subsidiary Heilongjiang Longda Meat Food Co., Ltd. signed a working capital loan agreement with Heilongjiang Anda Rural Commercial Bank with a credit amount of 9 million RMB, and the company provided a joint liability guarantee for this financing [3][4] Basic Information of the Guaranteed Party - Heilongjiang Longda Meat Food Co., Ltd. was established on December 17, 2020, with a registered capital of 100 million RMB and operates in food sales, production, and related activities [5] - The company is a limited liability company and is located in the High-tech Chemical Material Industrial Park, Anda City, Heilongjiang Province [5] Main Content of Guarantee Agreement - The guarantee is a joint liability guarantee covering the principal, interest, penalties, and all related costs incurred due to the debtor's default [6] Cumulative Guarantee Amount and Overdue Guarantees - As of the announcement date, the total guarantees provided by the company to its subsidiaries amount to 1.27 billion RMB, which is 85.70% of the company's audited equity attributable to the parent company as of December 31, 2024 [7]

Group 1 - The company, Longda Food, announced that it and its controlling subsidiaries have no overdue external guarantees [2]

Core Viewpoint - The company is actively integrating artificial intelligence technologies across various stages of its operations, including pig farming, slaughter processing, and food research and development, to enhance production efficiency and product quality [2]. Group 1: Application of AI Technologies - In pig farming, the company employs an "AI + IoT" model to implement intelligent quantitative feeding systems and environmental control systems, allowing for dynamic adjustment of nutritional needs and real-time monitoring of environmental parameters [2]. - In the slaughter processing stage, the company utilizes a digital management system that integrates order, inventory, and logistics data, supporting full traceability of the process [2]. - In food manufacturing, the company leverages big data analysis and AI technologies to optimize product development and quality testing [2]. Group 2: Future Plans - The company plans to continue deepening the integration of artificial intelligence with its business operations in the future [2].

证券代码：002726 证券简称：龙大美食 公告编号：2025-072 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 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。 3、住所：黑龙江省绥化市安达市高新化工材料产业园区 A-12 地块 一、担保情况概述 2025 年 5 月 19 日，山东龙大美食股份有限公司（以下简称"公司"）召开 2024 年年度股东大会，审议通过了《关于公司 2025 年度对外担保额度预计的议 案》，同意公司 2025 年度为合并报表范围内子公司的融资提供担保（包括子公司 对母公司的担保以及子公司之间互相的担保），担保总额度为 60 亿元；其中，对 资产负债率为 70%以上（含 70%）的下属子公司提供 40 亿元人民币的担保总额 度，对资产负债率低于 70%的下属公司提供 20 亿元人民币的担保总额度。担保 期限自股东大会审议通过之日起至 2025 年年度股东会召开之日止。具体内容详 见 2025 年 4 月 26 日公司在《中国证券报》《证券时报》《证券日报》《上海证券 报》及巨潮资讯网（www.cninfo.c ...

山东龙大美食股份有限公司公告为子公司担保进展。2025年5月19日股东大会通过2025年度为合并报表 内子公司融资提供60亿担保额度议案。近日，子公司黑龙江龙大肉食品有限公司向安达农村商业银行借 款900万，龙大美食为其提供连带责任保证，金额在授权额度内。黑龙江龙大肉食品有限公司由龙大美 食100%持股，2025年6月30日资产负债率93.91%。截至公告日，公司为下属公司累计担保12.7亿，占 2024年末归母权益85.7%，无逾期对外担保。 ...

Group 1 - Longda Food has not yet established any cooperation with Pang Donglai as of September 5 [2] - The company stated that if any future cooperation occurs and meets disclosure standards, it will strictly adhere to relevant disclosure rules [2]

证券日报网讯 龙大美食9月5日在互动平台回答投资者提问时表示，海南龙大美食项目主体部分已完 工，内部装修完成后将开展设备调试工作，后续将根据市场需求有节奏地进行投产。公司现已推出烤肠 系列大单品，并持续优化产品结构，关注市场趋势，以提升食品业务综合竞争力。 （编辑 袁冠琳） ...