证券代码：002840 证券简称：华统股份 公告编号：2025-053 浙江华统肉制品股份有限公司 董事、监事和高级管理人员持股情况变动报告 | 姓名 | 职务 | 本次发行前 | | 直接间接 | 本次发行后 | | 直接间接 | 发行前后 持股数量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 直接持股数 量（股） | 间接持股 数量（股） | 合计持股 | 直接持股 数量（股） | 间接持股数 量（股） | 合计持股 | 是否发生 | | | | | | 比例 | | | 比例 | 变动 | | 朱文文 | 副总经理 | 0 | 307,573 | 0.05% | 0 | 307,573 | 0.04% | 否 | | 张开俊 | 财务总监 | 207,240 | 0 | 0.03% | 207,240 | 0 | 0.03% | 否 | | 王志龙 | 董事会秘 书 | 0 | 0 | 0.00% | 0 | 0 | 0.00% | 否 | | | 合计 | 570,459 | 330,060,211 | 52.23% ...

Important Announcements - Sinopec's controlling shareholder has increased its stake by 302 million H-shares, accounting for 0.25% of the total issued shares, with an investment of HKD 1.232 billion [4] - Shenghe Resources plans to acquire Peak Rare Earths Limited for AUD 158 million (approximately RMB 74.26 million), focusing on the Ngualla rare earth project in Tanzania [5] - Qibin Group has terminated the acquisition of 28.78% equity in its subsidiary Qibin Solar Energy due to changes in market conditions and transaction cycles [8] - Baofeng Energy intends to repurchase shares worth between RMB 1 billion and 2 billion, with a repurchase price not exceeding RMB 22.8 per share [9] - Hongjing Technology has signed a service contract for a smart computing project worth RMB 563 million [13] Shareholder Actions - Huate Gas shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling no more than 2.4 million shares [6] - Haizheng Materials' shareholder, Sinopec Group Capital, intends to reduce its stake by up to 1% of the total shares, approximately 202,680 shares [2] - New Times plans for its directors and deputy general manager to collectively reduce their holdings by up to 0.3% of the company's shares [10] - Jingquan Hua's actual controller and board members plan to reduce their holdings by up to 1.67% of the company's shares [11] Project Developments - China National Petroleum Engineering's subsidiary has won a contract for an overseas project worth RMB 11.538 billion, involving the construction of a gas processing facility in Iraq [3] - Hainan Haicong New Materials is set to establish a new company with a registered capital of RMB 25 million to develop an aluminum alloy door and window project with an investment of RMB 55 million [17] - Huakang Clean has signed a construction contract worth RMB 143 million for a hospital project [18]

证券代码：002840 证券简称：华统股份 公告编号：2025-055 浙江华统肉制品股份有限公司 关于签订募集资金监管协议的公告 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、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意浙江华统肉制品股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕168 号），浙江华统肉制 品股份有限公司（以下简称"公司"）向特定对象发行人民币普通股（A 股）股 票 172,043,010 股，每股发行价格为人民币 9.30 元，募集资金总额为人民币 1,599,999,993.00 元，扣除与发行有关的不含税费用人民币 18,362,887.65 元，募 集资金净额为人民币 1,581,637,105.35 元。上述募集资金于 2025 年 4 月 17 日划 至公司指定账户，天健会计师事务所（特殊普通合伙）已对上述募集资金的到位 情况进行了审验，并出具了《验资报告》（天健验〔2025〕77 号）。 二、募集资金监管协议签订情况及募集资金专户开立、存储情况 为了规范公司募集资金的管理和使用，保护中小 ...

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 4 月份销售情况 1、生猪销售情况 2025年4月份，公司生猪销售数量208,222头（其中仔猪销售0头），环比变动 -8.74%，同比变动3.36%。 证券代码：002840 证券简称：华统股份 公告编号：2025-056 浙江华统肉制品股份有限公司 2025 年 4 月畜禽销售情况简报 2025年4月份，公司生猪销售收入37,541.45万元，环比变动-4.28%，同比变动 2.92%。 2025年4月份，商品猪销售均价14.80元/公斤，与2025年3月份持平。 2、鸡销售情况 2025年4月份鸡销售数量77.81万只，环比变动12.97%，同比变动-56.91%。 2025年4月份鸡销售收入1,196.39万元，环比变动5.31%，同比变动-41.32%。 2025年4月份鸡销售数量同比变动主要原因为鸡出栏量减少所致。鸡销售收 入同比变动主要原 ...

华统股份（002840）公告，2025年4月份，公司生猪销售数量20.82万头，环比变动-8.74%，同比变动 3.36%。生猪销售收入3.75亿元，环比变动-4.28%，同比变动2.92%。商品猪销售均价14.8元/公斤，与 2025年3月份持平。2025年4月份鸡销售数量77.81万只，环比变动12.97%，同比变动-56.91%。鸡销售收 入1196.39万元，环比变动5.31%，同比变动-41.32%。 ...

Group 1: Financial Performance and Strategies - The company is implementing measures such as enhancing procurement management, optimizing feed formulas, improving production efficiency, and advancing breeding techniques to lower production costs in response to fluctuating pig prices [1] - The company aims to maintain a comprehensive integrated operation model in the pig industry chain to mitigate the adverse effects of price volatility on its performance [1] Group 2: Business Segments - The company's main business includes three major segments: pig farming, pig slaughtering, and deep processing of meat products, along with supporting operations in feed processing and poultry farming and slaughtering [2] Group 3: Debt Management - The company plans to reduce its debt ratio by expanding cash flow sources from operating activities, using part of the funds raised from private placements to repay bank loans, and utilizing supply chain financial instruments to lower interest-bearing debts [2]

Investment Rating - The report initiates coverage of the agriculture sector with an "Overweight" rating, indicating a favorable outlook for the industry due to stable demand and strong policy support [3][5]. Core Views - The agriculture sector is seen as a defensive investment option amidst a complex external environment, with many meat protein and agricultural product prices currently in a recovery phase, suggesting potential for stable growth in leading companies [3]. - The report highlights that low costs are a core competitive advantage for listed pig farming companies, recommending a focus on firms with strong cost control or clear cost reduction paths [3]. - The report suggests monitoring specific companies across various segments, including pig farming, poultry, feed, and agricultural products, indicating a diversified investment approach [3]. Summary by Sections Market Review - The agriculture sector underperformed the market by 1.02 percentage points during the week of May 6-9, 2025, with the index closing at 2,619.30, reflecting a 0.99% increase [14]. - Among sub-sectors, the fishery sector performed best with a 3.87% increase, while the breeding sector saw a slight decline of 0.19% [16][18]. Key Industry Data Pig Farming - As of May 9, 2025, the average price of live pigs was 14.82 CNY/kg, down 0.13% from April 30, 2025, and down 0.74% year-on-year [1]. - The profit from self-breeding was 84.33 CNY per head, while the profit from purchasing piglets increased by 9.92 CNY to 58.46 CNY per head [1]. Poultry - As of May 9, 2025, the average price of broiler chicks was 2.91 CNY per chick, up 0.34% week-on-week, while the price of white feather broilers was 7.45 CNY/kg, down 0.40% [2]. Agricultural Products - As of May 9, 2025, the average prices for key crops were as follows: wheat at 2,460.67 CNY/ton (up 0.19%), japonica rice at 2,864.00 CNY/ton (up 0.21%), corn at 2,292.86 CNY/ton (up 1.78%), and soybean meal at 3,300.00 CNY/ton (down 5.08%) [2]. Company Announcements - Muyuan Foods reported selling 6.573 million pigs in April 2025, a year-on-year increase of 51.80%, with an average selling price of 14.66 CNY/kg [35][36]. - Shennong Development achieved a sales revenue of 1.533 billion CNY in April 2025, a year-on-year increase of 0.68% [37].

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - Short-term consumption weakness has led to a slight decline in pig prices, but high prices for piglets and sows indicate optimistic expectations for the future [4][6] - The pig farming sector shows low valuation opportunities, while the pet sector continues to strengthen the logic of domestic brand rise [7][25] - The overall agricultural index underperformed the market by 0.93 percentage points during the week [29] Summary by Sections Weekly Observation - After the May Day holiday, consumer support was insufficient, leading to a slight decline in national pig prices. As of May 9, the average selling price of live pigs was 14.79 yuan/kg, down 0.02 yuan/kg week-on-week, a decrease of 0.14% [4][15] - The average daily slaughter volume of sample enterprises was 148,800 pigs, a decrease of 780 pigs from the previous week [4][15] Weekly Viewpoint - The pig sector shows low valuation opportunities, with the supply side not yet recovering to the levels of the same period in 2023. The demand side is supported by macro policies driving consumption recovery [25] - Recommended stocks include Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, Huadong Food, and Tiankang Biological [7][25] Market Performance (May 5-9) - The agricultural index rose by 0.99%, underperforming the market by 0.93 percentage points, with the fishery sector leading the gains [29][32] - Notable stock performances included *ST Jiawo (+13.47%), Guotou Zhonglu (+12.05%), and Xuelong Biological (+11.04%) [29][35] Price Tracking (May 5-9) - As of May 9, the national average price for live pigs was 14.82 yuan/kg, down 0.02 yuan/kg from the previous week. The average price for piglets was 36.87 yuan/kg, also down 0.01 yuan/kg [41] - The average profit for self-bred pigs was 84.33 yuan/head, a decrease of 0.72 yuan/head week-on-week [41] Key News (May 5-9) - Seven departments jointly issued an implementation opinion to enhance the overall effectiveness of the agricultural science and technology innovation system [36]

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - Short-term consumption weakness has led to a slight decline in pig prices, but high prices for piglets and sows indicate optimistic expectations for the future [4][6] - The pig farming sector shows low valuation opportunities, while the pet sector continues to strengthen the logic of domestic brand rise [7][25] - The overall agricultural index underperformed the market by 0.93 percentage points during the week [29] Summary by Sections Weekly Observation - After the May Day holiday, consumer support was insufficient, leading to a slight decline in national pig prices. As of May 9, the average selling price of pigs was 14.79 yuan/kg, down 0.02 yuan/kg week-on-week, reflecting a 0.14% decrease [4][15] - The average daily slaughter volume of sample enterprises was 148,800 pigs, a decrease of 780 pigs from the previous week [4][15] Weekly Viewpoint - The pig sector shows low valuation opportunities, with the supply side not yet recovering to the levels of the same period in 2023. The demand side is supported by macro policies that boost consumption recovery [25] - Recommended stocks include Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, Huadong Food, and Tiankang Biological [7][25] Market Performance (May 5-9) - The agricultural index rose by 0.99%, underperforming the market by 0.93 percentage points, with the fishery sector leading the gains [29][32] - Notable stock performances included *ST Jiawo (+13.47%), Guotou Zhonglu (+12.05%), and Xuelong Biological (+11.04%) [29][35] Price Tracking (May 5-9) - As of May 9, the national average price for pigs was 14.82 yuan/kg, down 0.02 yuan/kg from the previous week. The average price for piglets was 36.87 yuan/kg, also down 0.01 yuan/kg [41] - The average profit for self-bred pigs was 84.33 yuan/head, a decrease of 0.72 yuan/head week-on-week [41] Key News (May 5-9) - Seven departments jointly issued an implementation opinion to enhance the overall effectiveness of the agricultural science and technology innovation system, emphasizing the importance of technological innovation in agricultural modernization [36][37]

Group 1 - The core viewpoint of the news highlights the financial performance and market position of Zhejiang Huatong Meat Products Co., Ltd, indicating a decline in stock price and a relatively low PE ratio compared to the industry average [1][2] - As of March 31, 2025, the company had 34,334 shareholders, a decrease of 3,100 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company reported a revenue of 2.079 billion yuan in Q1 2025, representing a year-on-year increase of 4.15%, and a net profit of 34.2042 million yuan, showing a significant year-on-year growth of 121.74% with a gross margin of 7.90% [2] Group 2 - The company operates in the feed processing, poultry farming, slaughtering, and meat processing sectors, with main products including fresh pork, fresh poultry, and Jinhua ham [2] - The company's PE ratio stands at 25.63, significantly lower than the industry average of 40.50 and the industry median of 30.23, ranking 58th in the food and beverage sector [1][3] - The company has received multiple awards over the years, including the "National Science and Technology Progress Second Prize" in 2019 and recognition as a "China Meat Industry Influential Brand" in 2023 [2]