证券日报网讯龙大美食（002726）9月5日在互动平台回答投资者提问时表示，公司属于民营企业性质， 未涉及国有资本。 ...

格隆汇9月5日丨龙大美食(002726.SZ)在互动平台表示，公司目前暂未与胖东来开展相关合作，如未来 涉及相关合作且达到披露标准，公司将严格按照相关规则进行披露。 ...

格隆汇9月5日丨龙大美食(002726.SZ)于投资者互动平台表示，公司目前主要通过第三方向军队食堂供 货。 ...

Core Viewpoint - Shandong Longda Food Co., Ltd. has been recognized for its comprehensive strength and significant employment contributions by being included in both the "2025 Shandong Top 200 Private Enterprises" and the "2025 Shandong Top 100 Employment-Generating Private Enterprises" lists [1][2]. Group 1: Company Performance - Longda Food's inclusion in the rankings reflects its recognized comprehensive strength in business scale, economic efficiency, and social contributions [2][3]. - The company adheres to a development strategy of "one body and two wings," focusing on food as the mainstay while integrating breeding and slaughtering, which has led to steady business growth and continuous improvement of its industrial chain [2][3]. Group 2: Employment Contribution - Longda Food actively fulfills its corporate social responsibility by creating numerous job opportunities, significantly contributing to local employment and stabilizing social livelihoods [3]. - The company's full industrial chain layout drives employment demand across various sectors, from breeding and processing to sales, showcasing its strong capability to stimulate job creation [3]. Group 3: Future Outlook - Longda Food plans to continue deepening its engagement in the food industry, enhancing its competitiveness while actively creating more job opportunities to contribute to the high-quality economic development of Shandong Province [3].

Core Viewpoint - The pre-prepared food industry in China, also known as semi-finished or ready-to-eat meals, is characterized by a diverse range of participants, including specialized manufacturers, agricultural enterprises, and restaurant chains, with significant revenue generation and varying growth rates across companies [3][6]. Industry Overview - The pre-prepared food industry in China includes upstream sectors such as agriculture and food processing, midstream processing companies like Yike Food and Anjuke Food, and downstream distribution channels including e-commerce [1]. - Major players in the industry include Shuanghui Development, Guangming Meat, Yike Food, and Anjuke Food, with annual revenues exceeding 10 billion yuan [3][6]. Company Performance - Shuanghui Development leads the market with a revenue of 595.61 million yuan and a market capitalization nearing 100 billion yuan as of April 22, 2025 [4][6]. - Anjuke Food reported a revenue of 110.77 million yuan with a growth rate of 7.84%, while other companies like Longda Meishi and Guolian Aquatic faced revenue declines of 20.70% and 24.14%, respectively [4][6]. - In the first half of 2024, Anjuke Food's frozen prepared food segment achieved a 13.04% year-on-year growth, contrasting with the overall industry trend of declining revenues [6][7]. Revenue Trends - The overall revenue growth for pre-prepared food companies is expected to be below 10% in 2024, with many companies experiencing revenue declines [3][6]. - The revenue from overseas operations is significant for companies like Sanquan Food, which reported 94.23 billion yuan in 2024, with overseas revenue accounting for 42.86% of total revenue [8]. Market Dynamics - The pre-prepared food industry is characterized by a diverse range of participants, including specialized manufacturers and cross-industry players, indicating a competitive landscape [3][6]. - The industry is facing challenges with revenue growth, as many companies reported negative growth rates in 2024, highlighting the need for strategic adjustments [4][6].

Core Viewpoint - Longda Food stated that its source of live pigs is a combination of self-breeding and external procurement, primarily focusing on direct procurement and establishing direct cooperation with large-scale breeding enterprises and farmers, with traders supplying as a supplement [2] Group 1 - The company utilizes a mixed sourcing strategy for live pigs, combining self-breeding and external procurement [2] - Direct procurement is the main approach for sourcing, with a focus on establishing partnerships with large-scale breeding enterprises [2] - The procurement structure will be dynamically optimized based on market conditions and customer demands [2]

Group 1 - The company Longda Food reported that as of August 20, the number of shareholders was 41,220 [2]

Market Overview - On September 2, the food processing sector declined by 0.3% compared to the previous trading day, with Xianle Health leading the decline [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - The following stocks in the food processing sector showed notable performance: - ST Chuntian (600381) closed at 5.48, up 4.98% with a trading volume of 242,300 shares and a turnover of 132 million yuan [1] - Gai Shi Food (836826) closed at 14.23, up 4.10% with a trading volume of 157,300 shares and a turnover of 223 million yuan [1] - Huadong Co. (002840) closed at 11.39, up 3.17% with a trading volume of 348,600 shares and a turnover of 395 million yuan [1] - Xianle Health (300791) closed at 24.77, down 2.94% with a trading volume of 49,100 shares and a turnover of 123 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 77.54 million yuan from institutional funds, while retail investors saw a net inflow of 127 million yuan [2]

Group 1 - The company emphasizes the importance of brand image construction and plans to launch a new brand IP "Fa Fa Long" in July 2024 to enhance brand recognition and emotional connection with consumers [2] - The company focuses on its core food business, offering products in three main categories: pre-prepared ingredients, semi-finished products, and finished products, primarily serving B-end clients such as large restaurant chains, food processing factories, and major supermarkets, as well as C-end consumers [2] - Current product offerings include a variety of items such as pig intestine series, grilled sausage series, crispy meat series, and bacon series, with no current involvement in the pet food sector [2] Group 2 - The company will continue to optimize its brand visual system to ensure alignment with its strategic development direction [2] - Future product category development will be evaluated cautiously based on market demand, research and development capabilities, and strategic planning [2]

Group 1 - The company primarily sources its pigs through direct procurement, supplemented by supplies from traders [2] - The company has established direct cooperation with large-scale breeding enterprises and partnerships with farmers for pig farming [2] - The procurement structure will be dynamically optimized based on market conditions and customer demands [2]