证券代码：002840 证券简称：华统股份 公告编号：2025-036 一、2025 年 3 月份销售情况 1、生猪销售情况 2025年3月份，公司生猪销售数量228,159头（其中仔猪销售7,978头），环比 变动4.01%，同比变动-3.50%。 2025年3月份，公司生猪销售收入39,221.08万元，环比变动11.76%，同比变 动-2.49%。 2025年3月份，商品猪销售均价14.80元/公斤，比2025年2月份下降1.40%。 2、鸡销售情况 浙江华统肉制品股份有限公司 2025 年 3 月畜禽销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江华统肉制品股份有限公司（以下简称"公司"）部分全资及控股子公司 经营范围包括畜禽养殖业务，现公司就每月畜禽销售情况进行披露，具体内容如 下： 2025年3月份鸡销售数量68.88万只，环比变动46.79%，同比变动-66.29%。 2025年3月份鸡销售收入1,136.06万元，环比变动64.31%，同比变动-50.85%。 2、畜禽市场价格波动风险是整个行业的系统风险，若生猪、鸡市场价格大 ...

Investment Rating - The investment rating for the company is "Buy" [14] Core Insights - Huadong Co., Ltd. is a leading player in the pig farming industry in Zhejiang Province, benefiting from high regional pig prices. The company focuses on developing a building-based farming model and improving management efficiency through breeding systems, feeding systems, and expanding contract farming models. The approval of the capital increase application by the China Securities Regulatory Commission in February 2025 is expected to support the company's continuous expansion of farming capacity, making it a key recommendation [4][8]. Company Overview - Established in 2001, Huadong Co., Ltd. is a dual leader in pig farming and slaughtering in Zhejiang Province, with main operations covering pig farming, slaughtering, and meat processing. The company has expanded into feed processing and poultry farming. Initially focused on slaughtering, it has since developed upstream and downstream operations, becoming a significant player in the pig industry chain [9][23]. Farming Model and Cost Management - The majority of Huadong's pig farming operations are located in Zhejiang Province, where the average selling price is higher than that of most competitors. In 2024, the pig price in Zhejiang is expected to exceed the national average by approximately 0.8 CNY/kg. The company has adopted a highly intensive building-based farming model to address environmental issues and continuously improve farming efficiency. As of December 2024, the company's latest total cost is approximately 15.2 CNY/kg, significantly improved from 18.6 CNY/kg in 2022 [10][68]. Capital Increase and Capacity Expansion - In November 2024, Huadong's capital increase application was approved, which will add a total of 448,000 pigs in new farming capacity and 180,000 tons in feed capacity. The company has successfully completed three rounds of refinancing since its listing, with each round leading to significant growth in operational scale. The capital increase is expected to facilitate high-quality expansion of farming capacity, with a target of approximately 3.2 million pigs to be slaughtered by 2025 [11][29]. Financial Performance - The company's revenue has shown fluctuations, with a rise from 7.706 billion CNY in 2019 to 9.452 billion CNY in 2022, followed by a slight decline in 2023. In the first three quarters of 2024, the revenue reached 6.485 billion CNY, a year-on-year increase of 5.21%. The net profit attributable to shareholders has also varied, with significant losses in 2021 and 2023 due to declining pig prices. However, the company anticipates a recovery in 2024, projecting a net profit of approximately 112.5 million CNY, a year-on-year increase of 118.6% [29][30].

Group 1 - The poultry concept sector experienced a decline of 3.89%, ranking among the top losers in the market, with notable declines in companies such as Xiaoming Co., Xiangjia Co., and Huaying Agriculture [1] - The top gaining sectors included automotive chips with a rise of 6.04%, while the top losing sectors included genetically modified crops down by 5.96% and corn down by 5.84% [1] - The poultry sector saw a net outflow of 656 million yuan from major funds, with 21 stocks experiencing outflows, and 8 stocks seeing outflows exceeding 30 million yuan [1] Group 2 - The stock with the highest net outflow was Juxing Agriculture, with a net outflow of 116 million yuan, followed by Wens Foodstuffs and Tiankang Biological with outflows of 111 million yuan and 55.98 million yuan respectively [1] - Other companies in the poultry sector that faced significant net outflows included Tangrenshen, Lihua Co., and Yisheng Co. [1][2] - On the contrary, Yike Food and Chunxue Food were among the few stocks that saw net inflows, with 2.23 million yuan and 14,100 yuan respectively [1]

浙江华统肉制品股份有限公司（以下简称"公司"）于2024年8月19日召开第 五届董事会第十次会议，审议通过了《关于回购公司股份方案的议案》，同意公 司使用自有资金或自筹资金以集中竞价交易方式回购公司部分人民币普通股（A 股）股票，用于后期实施员工持股计划或股权激励计划。本次回购股份的资金总 额不低于人民币5,000万元（含）且不超过人民币10,000万元（含），回购股份价 格不超过人民币21.31元/股（含）。本次回购具体的回购数量及占公司总股本比例 以回购结束时实际回购的股份数量为准。回购股份的实施期限为自公司董事会审 议通过本次回购股份方案之日起十二个月内。具体内容详见公司于2024年8月20 日、2024年8月23日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于回购公 司股份方案的公告》、《回购报告书》。 根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，回购期间，公司应当在每个月的前 3 个交易日 内披露截至上月末的回购进展情况。现将公司截至上月末的回购进展情况公告如 下： 一、回购公司股份进展情况 截至 2025 年 3 月 31 ...

证券代码：002840 证券简称：华统股份 公告编号：2025-034 浙江华统肉制品股份有限公司 （一）担保基本情况 公司与浙江天台农村商业银行股份有限公司于 2025 年 3 月 21 日签订了《最 高额保证合同》，同意为公司全资子公司天台华统食品有限公司（以下简称"天 台华统"）自 2025 年 3 月 21 日至 2027 年 3 月 20 日融资期间内最高融资限额为 折合人民币 3,000 万元的所有融资债权提供最高额连带责任保证担保。保证期间 为债务清偿期限届满之日起三年。保证担保范围为本合同项下所产生的债权人的 所有债权，包括但不限于本金、利息、融资过程中发生的垫付款、违约金、损害 赔偿金、应付费用和实现债权及担保权利的费用等。实现债权及担保权利的费用 包括诉讼费、律师代理费、催讨差旅费和其他合理费用。 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、浙江华统肉制品股份有限公司（以下简称"公司"）实际对外担保余额 为 352,085 万元，超过最近一期经审计净资产的 100%，敬请投资者充分关注担 保风险。 ...

证券代码：002840 证券简称：华统股份 公告编号：2025-033 浙江华统肉制品股份有限公司 关于控股股东质押部分股份的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、 股东股份质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 股东 名称 持股数量 （股） 持股比 例 本次质押前 质押股份数 量（股） 本次质押后 质押股份数 量（股） 占其所 持股份 比例 占公司 总股本 比例 已质押股份情况 未质押股份情况 已质押股份 限售和冻 结、标记数 量（股） 占已质 押股份 比例 未质押股份 限售和冻结 数量（股） 占未质 押股份 比例 上海 华俭 食品 科技 有限 公司 132,200,000 20.88% 79,320,000 79,320,000 60.00% 12.53% 79,320,000 100% 52,880,000 100% | 华统 | 191,503,705 | 30.25% | 105,800,000 | 120,800,000 | 63.08% | 19.08% | 0 | 0.00% | 0 | ...

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Views - The report highlights that the pig farming sector shows value for low-positioning, with a recovery in profitability expected alongside consumer demand recovery. The current valuation of the pig farming sector is at a relatively low level, indicating potential for investment [6][25] - The report emphasizes the ongoing support for pig prices from the entry of supplementary breeding in Northeast China, which is expected to stabilize prices in the short term [4][11] Summary by Sections Weekly Observation - Recent supplementary breeding has entered Northeast China, which may support pig prices. As of March 14, the national average price for live pigs was 14.57 yuan/kg, up 0.12 yuan/kg from the previous week, with a week-on-week increase of 0.83% [4][11] - The average daily slaughter volume of sample enterprises was 142,500 pigs, down 90 pigs from the previous week, indicating weak demand [4][11] Weekly Perspective - The pig farming sector's low-positioning value is becoming apparent, with a recovery in profitability expected as consumer demand rebounds. Recommended stocks include Muyuan Foods, Wens Foodstuff Group, and others [6][25] - The pet food market in China is projected to grow at a CAGR of 9.64% from 2025 to 2028, driven by rising consumer spending and domestic brands gaining market share [6][25] Market Performance (March 10-14) - The agriculture index outperformed the market by 1.45 percentage points, with the Shanghai Composite Index rising by 1.39% and the agriculture index rising by 2.84% [31][33] - Key stocks that led the gains included Xue Rong Biological, Western Animal Husbandry, and Zhong Ji Health, with increases of 43.95%, 18.29%, and 13.13% respectively [31][35] Price Tracking (March 10-14) - The average price of live pigs was 14.65 yuan/kg, up 1.03% from the previous week. The average price of piglets was 33.87 yuan/kg, up 3.39% from the previous week [41][43] - The average price of white feather chickens was 7.11 yuan/kg, up 7.89% from the previous week, while the average price of yellow feather chickens was 10.45 yuan/kg, reflecting a price increase [40][46][47] Key News (March 10-14) - The USDA's March report adjusted global corn and wheat production upwards while lowering rice production forecasts. Corn production was increased by 1.7 million tons to 1.214 billion tons, and wheat production was increased by 3.44 million tons to 797 million tons [36]

证券代码：002840 证券简称：华统股份 公告编号：2025-032 浙江华统肉制品股份有限公司 浙江华统肉制品股份有限公司（以下简称"公司"）部分全资及控股子公司 经营范围包括畜禽养殖业务，现公司就每月畜禽销售情况进行披露，具体内容如 下： 一、2025 年 2 月份销售情况 1、生猪销售情况 2025年2月份，公司生猪销售数量219,354头（其中仔猪销售25,130头），环比 变动2.06%，同比变动18.81%。 2025年2月份，公司生猪销售收入35,092.93万元，环比变动-14.12%，同比变 动15.45%。 2025年2月份，商品猪销售均价15.01元/公斤，比2025年1月份下降4.39%。 2、鸡销售情况 2025年2月份鸡销售数量46.92万只，环比变动-37.78%，同比变动-56.16%。 2025年2月份鸡销售收入691.42万元，环比变动-42.06%，同比变动-9.59%。 2025 年 2 月畜禽销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 二、风险提示 1、公司主营业务涵盖生猪养殖、生猪屠宰、肉制品深加 ...

特别提示： 1、浙江华统肉制品股份有限公司（以下简称"公司"）实际对外担保余额 为 354,785 万元，超过最近一期经审计净资产的 100%，敬请投资者充分关注担 保风险。 2、本次担保对象中浙江华服农业开发有限公司最近一期的资产负债率高于 70%，敬请广大投资者注意投资风险。 一、担保情况概述 证券代码：002840 证券简称：华统股份 公告编号：2025-031 浙江华统肉制品股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 （一）担保基本情况 公司于 2025 年 3 月 11 日分别向赣州加大饲料有限公司、信丰双胞胎饲料有 限公司出具了《担保函》，同意为公司全资子公司赣州华统农业开发有限公司（以 下简称"赣州农业"）与赣州加大饲料有限公司、信丰双胞胎饲料有限公司于 2025 年 1 月 1 日至 2025 年 12 月 31 日期间内签署的《饲料委托加工合同》约定的义 务提供连带保证担保；公司向江西双胞胎牧业有限公司出具了《担保函》，同意 为公司全资子公司浙江华服农业开发有限公司（以下简称"华服农业"）与江西 双胞 ...

浙江华统肉制品股份有限公司 二、 此次变更后公司工商登记主要信息如下 证券代码：002840 证券简称：华统股份 公告编号：2025-030 关于公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江华统肉制品股份有限公司（以下简称"公司"）于 2025 年 1 月 2 日召开 2025 年第一次临时股东大会，审议通过了《关于修订<公司章程>及办理相关工 商变更登记的议案》。具体详见 2024 年 12 月 17 日公司刊登于《证券时报》、 《证券日报》、《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的 《关于修订<公司章程>及办理相关工商变更登记的公告》。 近日，公司在浙江省市场监督管理局办理完成了《公司章程》备案及工商变 更登记手续，并于 2025 年 3 月 8 日收到了变更后的《营业执照》。 一、 本次工商变更登记主要事项 注册资本：由"陆亿壹仟捌佰玖拾万壹仟肆佰柒拾叁人民币元"变更为"陆亿 零伍佰肆拾贰万陆仟叁佰捌拾陆人民币元"。 2025 年 3 月 11 日 1、公司名称：浙江华统肉制品 ...