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。 ...

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，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。 （文章来源：证券日报） ...

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） ...

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]