证券代码：002840 证券简称：华统股份 公告编号：2025-107 浙江华统肉制品股份有限公司 2025 年 9 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： 一、2025 年 9 月份销售情况 1、生猪销售情况 2025年9月份，商品猪销售均价12.98元/公斤，比2025年8月份下降4.49%。 2、鸡销售情况 2025年9月份鸡销售数量84.38万只，环比变动3.54%，同比变动-62.62%。 2025年9月份鸡销售收入1,542.94万元，环比变动2.86%，同比变动-13.45%。 2025年9月份鸡销售数量同比变动主要原因为鸡出栏量减少所致。 上述销售数据未经审计，与定期报告披露的数据之间可能存在差异，因此上 述数据仅作为阶段性数据供投资者参考。 二、风险提示 1、公司主营业务涵盖生猪养殖、生猪屠宰、肉制品深加工三大主要板块， 此外还配套拥有饲料加工、家禽养殖及屠宰等业务。上述 ...

Summary of Key Points Core Viewpoint - Zhejiang Huaton Meat Products Co., Ltd. has announced a significant external guarantee situation, with the actual external guarantee balance exceeding 100% of the latest audited net assets, raising concerns about potential risks for investors [2][10]. Group 1: Guarantee Overview - The company signed a maximum guarantee contract with Zhejiang Tiantai Rural Commercial Bank on October 11, 2025, agreeing to provide a maximum guarantee of RMB 30 million for its wholly-owned subsidiary, Tiantai Huaton Food Co., Ltd., from October 11, 2025, to October 10, 2027 [2][7]. - The guarantee covers all creditor rights arising from the contract, including principal, interest, and other related costs [7]. Group 2: Guarantee Approval Process - The company’s board of directors and the first extraordinary general meeting of 2025 approved a total new guarantee limit of up to RMB 990 million for subsidiaries, with specific limits for subsidiaries with asset-liability ratios below and above 70% [3][9]. - The management adjusted the guarantee amounts for Tiantai Huaton and Lishui Lino Ecological Agriculture and Animal Husbandry Co., Ltd., increasing Tiantai Huaton's guarantee from RMB 40 million to RMB 60 million [4]. Group 3: Financial and Operational Context - As of the announcement date, the company has a total approved external guarantee amount of RMB 4.61225 billion, with an actual external guarantee balance of RMB 3.16525 billion, which is 130.19% of the audited net assets as of December 31, 2024 [10]. - The company has no overdue guarantees or losses due to guarantee-related lawsuits [10]. Group 4: Subsidiary Information - Tiantai Huaton Food Co., Ltd. is a wholly-owned subsidiary established on May 28, 2018, with a registered capital of RMB 5 million, primarily engaged in pig slaughtering and meat product sales [6].

Core Points - Company announced that as of the date of the announcement, there are no overdue guarantees or losses due to guarantee judgments against the company and its subsidiaries [2] Summary by Category - **Company Status** - Company and its controlling subsidiaries do not have any overdue guarantees [2] - There are no losses incurred from guarantee judgments against the company [2]

证券代码：002840 证券简称：华统股份 公告编号：2025-106 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。 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 316,525 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。 三、被担保对象基本情况 2、本次担保对象天台华统食品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 （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始丰支行于 2025 年 10 月 11 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 10 月 11 日至 2027 年 10 月 10 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 ...

Core Insights - The food processing sector experienced a rise of 0.81% on October 10, with Bright Meat Industry leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Food Processing Sector Performance - Bright Meat Industry (600073) closed at 7.39, up 5.57% with a trading volume of 531,800 shares and a transaction value of 390 million [1] - Other notable performers included: - Baba Food (605338) at 23.99, up 5.54% [1] - Huifa Food (603536) at 10.41, up 3.48% [1] - Gai Shi Food (920826) at 12.60, up 1.78% [1] - Qianwei Central Kitchen (001215) at 41.60, up 1.76% [1] Capital Flow Analysis - The food processing sector saw a net outflow of 4.261 million from institutional investors, while retail investors had a net inflow of 11.6 million [2] - Key stocks with significant capital flow included: - Bright Meat Industry with a net inflow of 43.4 million from institutional investors [3] - Anji Food (603345) with a net inflow of 12.8 million from institutional investors [3] - Tang Chen Bei Jian (300146) with a net inflow of 12.3 million from institutional investors [3]

Group 1 - The company Zhejiang Huatong Meat Products Co., Ltd. has signed a supplementary agreement for the three-party supervision of raised funds, ensuring the transparency and proper use of the funds [1][4] - The company raised a total of RMB 922.76 million through a non-public offering of 13.22 million shares at a price of RMB 6.98 per share, with a net amount of RMB 916.57 million after deducting issuance costs [2][3] - The company has decided to change the use of part of the raised funds, reallocating RMB 78.72 million to permanently supplement its working capital instead of the originally planned meat processing project [3][4] Group 2 - The supplementary agreement involves three parties: Zhejiang Huatong Meat Products Co., Ltd., Industrial Bank Co., Ltd. Yiwu Branch, and China Merchants Securities Co., Ltd. [4][5] - The agreement allows the company to open an online banking function for the special account, requiring verification of fund usage before any disbursement [5] - The management fee charged by the bank for this agreement is zero, indicating a cost-effective arrangement for the company [5]

证券代码：002840 证券简称：华统股份 公告编号：2025-105 浙江华统肉制品股份有限公司 补流资金存放于公司在兴业银行股份有限公司义乌分行开立的募集资金专 户，并签订了募集资金三方监管协议，账号为 356010100100687102，截至 2025 年 8 月 31 日专户余额为 8,522.17 万元（含尚未支付的设备购置和安装费用及其 他费用共计 650.00 万元）。同时，鉴于补流资金付款频次较高，为满足公司日常 使用需求，拟对前述专户开通网银支付功能，协议各方就原协议相关事宜进行补 充约定，于近日签订了《募集资金三方监管协议之补充协议》。 三、《募集资金三方监管协议之补充协议》主要内容 （一）《募集资金三方监管协议之补充协议》签署主体 甲方：浙江华统肉制品股份有限公司 一、募集资金基本情况 经中国证券监督管理委员会《关于核准浙江华统肉制品股份有限公司非公开 发行股票的批复》（证监许可〔2022〕1036 号）核准，浙江华统肉制品股份有限 公司（以下简称"公司"）采用向特定对象非公开发行股票方式，向特定对象非 公开发行股份人民币普通股（A 股）股票 13,220 万股，发行价格为每股 6.9 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The logic of breeding sow reduction is strengthening, and beef and milk are expected to achieve upward linkage in 2026. As of September 26, 2025, the average price of live pigs in China is 12.50 yuan/kg, with a week-on-week decrease of 0.20 yuan/kg and a year-on-year decrease of 5.51% [11][16] - The investment logic for live pigs is marginally improving, driven by both fundamental and policy factors. The price of live pigs is expected to rise in the second half of 2025 due to strong support from previous breeding sow reductions and winter piglet losses [29][32] Summary by Sections Weekly Observation - The logic of breeding sow reduction is strengthening, and beef and milk are expected to achieve upward linkage in 2026. The average price of live pigs is 12.50 yuan/kg, with a week-on-week decrease of 0.20 yuan/kg and a year-on-year decrease of 5.51% [11][16] - The average price of beef is 66.27 yuan/kg, with a month-on-month increase of 2.10% and a year-on-year increase of 7.74% [23] Weekly Market Performance (September 22-26) - The agricultural index underperformed the market by 2.18 percentage points, with the Shanghai Composite Index rising by 0.21% and the agricultural index falling by 1.97% [34][36] - Leading stocks include ST Jinggu (+15.68%), Huaying Agriculture (+5.76%), and Biological Shares (+3.78%) [34][40] Price Tracking (September 22-26) - The average price of live pigs is 12.45 yuan/kg, down 1.81% from the previous week. The average price of piglets is 21.29 yuan/kg, down 4.87% [46] - The average price of beef is 65.90 yuan/kg, with a week-on-week increase of 0.30 yuan/kg [54] Recommendations - Recommended stocks in the pig sector include Muyuan Foods, Wens Foodstuff Group, and Juxing Agriculture [20][29] - In the feed sector, recommended stocks include Haida Group and New Hope [29] - In the pet food sector, recommended stocks include Guibao Pet, Zhongchong Shares, and Petty Shares [32]

Summary of Key Points Core Viewpoint - Zhejiang Huatong Meat Products Co., Ltd. has provided a guarantee for its subsidiary, Xianju Huatong Breeding Co., Ltd., amounting to RMB 20 million, which exceeds 100% of the company's latest audited net assets, indicating a significant guarantee risk for investors [1][6]. Group 1: Guarantee Overview - The company signed a maximum guarantee contract with China Minsheng Bank on September 23, 2025, to provide joint liability guarantee for the subsidiary's credit contract, with a maximum principal amount of RMB 20 million [1][5]. - The guarantee period lasts for three years from the debt performance deadline, covering principal, interest, penalties, and costs related to enforcing the guarantee rights [5][6]. Group 2: Guarantee Approval Process - The company held board meetings on December 16, 2024, and January 2, 2025, to approve the provision of guarantees for subsidiary financing, with a total guarantee limit of up to RMB 990 million for 2025 [2][6]. - The approved guarantee includes a limit of RMB 20 million for subsidiaries with a debt-to-asset ratio below 70% and RMB 790 million for those above [2][6]. Group 3: Subsidiary Information - Xianju Huatong Breeding Co., Ltd. was established on July 10, 2017, with a registered capital of RMB 130 million, and operates in breeding and transportation of livestock [3][4]. Group 4: Financial Position and Risks - As of the announcement date, the company has a total approved external guarantee amount of RMB 461.225 million, with an actual guarantee balance of RMB 316.525 million, which is 130.19% of the company's audited net assets as of December 31, 2024 [6][7]. - There are no overdue guarantees or other external guarantees outside the consolidated financial statements [7].

证券代码：002840 证券简称：华统股份 公告编号：2025-104 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。 特别提示： 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 316,525 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。 一、担保情况概述 （一）担保基本情况 公司与中国民生银行股份有限公司台州分行于 2025 年 9 月 23 日在台州签订 了《最高额保证合同》，同意为公司控股孙公司仙居华统种猪有限公司（以下简 称"仙居种猪"）签订的编号为公授信字第 ZHHT25000129345 号的《综合授信 合同》及该合同项下发生的具体业务合同、用款申请书及借款凭证等债权凭证或 电子数据共同构成的主合同提供连带责任保证担保。最高债权本金为人民币 2,000 万元，主债权的发生期间为 2025 年 9 月 23 日至 2026 年 9 月 22 日。保证 期间为债务履行期限届满日起三年。保证范围为主债权本金/垫款/付款及其利息、 罚息、复利、违约金、损害 ...