（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].

Group 1 - The China Securities Regulatory Commission (CSRC) is accelerating the new round of capital market reform and opening up to better serve the economy's continuous recovery [1][2] - The People's Bank of China announced adjustments to the 14-day reverse repurchase operations to maintain ample liquidity in the banking system [2] - The State Administration of Foreign Exchange reported that in August, China's foreign exchange market operated smoothly, with a net inflow of cross-border funds of 3.2 billion USD [2] Group 2 - The Ministry of Transport has issued a plan for building high-quality data sets in the transportation sector, focusing on various business areas including infrastructure and green low-carbon initiatives [3] - The China Financial Futures Exchange announced the listing of several stock index futures and options contracts on September 22, 2025, with specific benchmark prices set for each contract [4] - The Shanghai Stock Exchange has optimized the bond repurchase business, allowing for repurchase under certain market conditions to stabilize market fluctuations [4] Group 3 - The Ministry of Commerce reported that from January to August 2025, the number of newly established foreign-invested enterprises increased by 14.8%, while the actual use of foreign capital decreased by 12.7% [5] - Tianpu Co., Ltd. has experienced a stock price increase for 13 consecutive trading days, raising significant trading risks and deviating from the company's fundamentals [6] - Zhongke Tongda announced the termination of a major asset restructuring plan due to failure to reach agreement on core terms with the counterparty [6] Group 4 - Xibu Materials announced a major asset restructuring plan for its subsidiary, with stock suspension starting September 22 [6] - Qixin Group's controlling shareholder plans to transfer 36.07 million shares, reducing its stake in the company [7] - Santong Cable's controlling shareholder has increased its stake to become the largest shareholder after a series of stock transactions [8] Group 5 - Longda Food has decided to abandon the acquisition of a stake in a subsidiary due to high debt levels and a focus on its core food business [9] - Baoli International's board approved an investment in semiconductor testing equipment, reflecting confidence in the industry [10] - CITIC Securities reported that Hong Kong stocks showed signs of recovery in the first half of the year, with positive growth in net profit margins and return on equity [10]

Core Viewpoint - The recent surge in stock prices of pre-prepared food companies in A-shares is attributed to the upcoming national food safety standards for pre-prepared dishes, which will provide a unified identity and safety baseline for the industry [12][13]. Industry Overview - The pre-prepared food industry in China has a history dating back to the 1990s, with significant developments occurring between 2000 and 2005 when many current leading companies were established [13]. - Regulatory frameworks for pre-prepared foods have only begun to take shape in recent years, with standards being introduced by various governmental bodies [13][14]. Market Dynamics - The stock prices of companies such as Deli Foods, Longda Food, and Huifa Foods have seen increases of over 5%, with Deli Foods hitting a 10.10% rise [7][11]. - The rise in stock prices is linked to the public's renewed interest in the pre-prepared food debate, sparked by recent comments from industry figures [12]. Consumer Perception - There is a disconnect between the regulatory definition of pre-prepared foods and consumer understanding, leading to concerns about food safety and transparency [14]. - Consumers express frustration over the lack of knowledge regarding the preparation of their meals, reflecting a deeper societal issue of time constraints and the desire for authentic dining experiences [14][17]. Operational Trends - The adoption of pre-prepared foods is becoming widespread among restaurants, as they are more cost-effective than hiring chefs and allow for a diverse menu without extensive culinary skills [16]. - The rise of central kitchens and cold chain logistics post-2008 has facilitated the expansion of pre-prepared foods, standardizing offerings across various dining establishments [16].

Group 1 - The company, Longda Food, announced on September 19 that it will not exercise the right to lower the conversion price of its convertible bonds, known as "Longda Convertible Bonds" [2] - The board of directors decided that for one month, from September 20, 2025, to October 19, 2025, it will not propose any downward adjustment to the conversion price even if the conditions are triggered [2] - Starting from October 20, 2025, if the conditions for downward adjustment are triggered again, the company will follow the relevant procedures to decide whether to exercise the right to adjust the conversion price [2]

Core Viewpoint - Longda Food has decided to abandon the acquisition of Wucang Agricultural Group due to high debt levels, industry uncertainties, and the company's current financial situation, which does not support the acquisition [1][2][3] Group 1: Acquisition Decision - Longda Food announced the abandonment of the acquisition of Wucang Agricultural Group, citing a focus on its core food business and the high debt ratio of Wucang Agricultural [1] - The decision was influenced by the need to avoid increasing the company's debt burden, as it had already planned to develop pig farming projects in Shandong [1][2] - Wucang Agricultural Group has a high asset-liability ratio of 98.73%, with total borrowings around 1.95 billion and cash reserves of only 3.89 million, posing significant repayment risks [2][3] Group 2: Financial Performance - Longda Food's revenue for the first half of the year was 4.97 billion, a year-on-year decrease of 1.4%, while net profit dropped by 39.5% to 35.17 million [3] - The company has approximately 9.73 billion in cash and interest-bearing liabilities of about 3.22 billion, with short-term debt making up 57.72% of the total [3] - The company faces repayment pressure due to the large scale of short-term borrowings and liabilities due within one year, making it unable to finance the acquisition [3] Group 3: Strategic Focus - Since 2021, Longda Food has been actively seeking strategic transformation to mitigate the impact of industry cycles, focusing on a "one body, two wings" development strategy [2] - The company aims to ensure raw material cost control and meet traceability requirements for major clients through its pig farming business [2] - The decision to abandon the acquisition allows Longda Food to maintain stable cash flow and financial health while concentrating on refined operations in its core food business [3]