Group 1 - The core point of the article is that Huaton Co., Ltd. (SZ 002840) held its 23rd meeting of the 5th board of directors on October 27, 2025, where it reviewed the proposal for appointing the head of the internal audit institution [1] - For the first half of 2025, Huaton's revenue composition was as follows: slaughtering and meat processing industry accounted for 97.59%, other industries accounted for 1.56%, poultry farming accounted for 0.68%, and feed industry accounted for 0.17% [1] - As of the report date, Huaton's market capitalization was 8.8 billion yuan [1]

Group 1 - The core point of the article is that Huaton Co., Ltd. reported its third-quarter performance, showing a decline in revenue but an increase in net profit and earnings per share [1] Group 2 - For the first three quarters of 2025, the company's revenue was approximately 6.088 billion yuan, a year-on-year decrease of 6.13% [1] - The net profit attributable to shareholders was about 71.02 million yuan, reflecting a year-on-year increase of 32.93% [1] - The basic earnings per share were 0.1 yuan, which is an increase of 11.11% compared to the previous year [1] Group 3 - As of the report date, Huaton Co., Ltd. had a market capitalization of 8.8 billion yuan [2]

浙江华统肉制品股份有限公司 关于变更内部审计机构负责人的公告 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"或"本公司"） 内部审计机 构负责人郭群先生因工作调整，不再担任公司内部审计机构负责人职务，继续在 本公司担任其他职务。公司董事会对郭群先生在担任内部审计机构负责人期间为 公司所作的贡献表示衷心感谢！ 附件：何亚娟女士简历 证券代码：002840 证券简称：华统股份 公告编号：2025-111 为确保公司内部审计工作顺利进行，根据《深圳证券交易所上市公司自律监 管指引第1号——主板上市公司规范运作》及《公司章程》等有关规定，经董事 会审计委员会提名，公司于2025年10月27日召开第五届董事会第二十三次会议， 审议通过了《关于聘任公司内部审计机构负责人的议案》，同意聘任何亚娟女士 （简历详见附件）为公司内部审计机构负责人，任期自董事会审议通过之日起至 第五届董事会届满止。 特此公告。 浙江华统肉制品股份有限公司董事会 2025 年 10 月 28 日 何亚娟女士：1979 年生，中国国籍，无境外居留权，二级企 ...

证券代码：002840 证券简称：华统股份 公告编号：2025-109 浙江华统肉制品股份有限公司 经与会监事签字并加盖印章的第五届监事会第十九次会议决议。 特此公告。 第五届监事会第十九次会议决议公告 本公司及监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、监事会会议召开情况 浙江华统肉制品股份有限公司（以下简称"公司"）第五届监事会第十九次 会议于 2025 年 10 月 23 日以电子邮件、电话通讯等形式发出通知，并于 2025 年 10 月 27 日以通讯方式召开。本次会议应到监事 3 名，实际到会监事 3 名，均 采用通讯方式表决。会议由监事会主席卫彩霞女士主持，会议的召集和召开符合 《中华人民共和国公司法》等法律法规及公司章程的规定。 二、监事会会议审议情况 1、审议并通过《关于公司 2025 年第三季度报告的议案》 经审核，监事会认为：董事会编制和审核公司 2025 年第三季度报告的程序 符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了 公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 表决结果：同意 3 票，反对 ...

浙江华统肉制品股份有限公司 2025 年第三季度报告 证券代码：002840 证券简称：华统股份 公告编号：2025-110 浙江华统肉制品股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 （二） 非经常性损益项目和金额 适用 □不适用 单位：元 | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | --- | --- | --- | --- | | 非流动性资产处置损益（包括已计提资产减值准备 | 1,290,946.24 | -2,468,698.34 | | | 的冲销部分） | | | ...

证券代码：002840 证券简称：华统股份 公告编号：2025-108 浙江华统肉制品股份有限公司 以上议案具体内容详见同日公司在《证券时报》、《证券日报》、《中国证券报》、 《上海证券报》及巨潮资讯网（www.cninfo.com.cn）披露的《2025 年第三季度 报告》。 第五届董事会第二十三次会议决议公告 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、董事会会议召开情况 浙江华统肉制品股份有限公司（以下简称"公司"）第五届董事会第二十三 次会议于 2025 年 10 月 23 日以电子邮件、电话通讯等形式发出通知，并于 2025 年 10 月 27 日在公司会议室以现场与通讯相结合方式召开。本次会议应到董事 7 名，实际到会董事 7 名，其中独立董事郭站红先生、吴天云先生采取通讯方式表 决。会议由董事长朱俭军先生主持，公司监事、高级管理人员列席了本次会议， 会议的召集和召开符合《中华人民共和国公司法》等法律法规及公司章程的规定。 二、董事会会议审议情况 1、审议并通过《关于公司2025年第三季度报告的议案》 经审核，董事会认为：公司《2025 年 ...

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Views - The report indicates that the pig price has bottomed out and is rebounding, but the overall trend of breeding stock reduction remains unchanged. The short-term increase in breeding stock does not alter the long-term reduction trend [3][12] - The beef price continues to rise, but there is cautious replenishment in the industry due to differing expectations. The cattle inventory decreased in Q3 2025 [4][28] - The report highlights the acceleration of pig farming losses and the strengthening logic of domestic pet products, recommending several companies in the pig farming and feed sectors [5][31][34] Summary by Sections Weekly Observation - The proportion of breeding stock in actual sales increased to 2.09%, with a significant rise in breeding barn utilization rate to 44.8% [17][12] - As of October 24, 2025, the average price of pigs in China was 11.81 CNY/kg, with a week-on-week increase of 0.63 CNY/kg, but a year-on-year decrease of 5.74% [12][3] Weekly Perspective - The report notes that pig and piglet prices are in a loss situation, leading to an accelerated reduction in breeding stock. The report recommends companies such as Muyuan Foods, Wens Foodstuff, and others [5][31] - The feed sector is benefiting from the post-cycle of poultry and livestock, with strong overseas demand supporting prices. Recommended companies include Haida Group and New Hope [31] Market Performance (October 20-24) - The agriculture sector underperformed the market by 4.24 percentage points, with the Shanghai Composite Index rising by 2.88% while the agriculture index fell by 1.36% [35][37] - The report highlights that the fishery sector led the gains among sub-sectors [35] Price Tracking (October 20-24) - The average price of pigs was 11.82 CNY/kg, with a week-on-week increase of 0.65 CNY/kg. The average price of piglets was 17.66 CNY/kg, down by 0.33 CNY/kg [43][44] - The average wholesale price of beef was 66.21 CNY/kg, with a slight increase of 0.21 CNY/kg [48]

Market Overview - The food processing sector increased by 0.49% on October 16, with *ST Chuntian leading the gains [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - *ST Chuntian (600381) closed at 4.88, up 4.95% with a trading volume of 89,600 shares and a turnover of 43.38 million yuan [1] - Quandawei (002626) closed at 21.90, up 3.01% with a trading volume of 239,000 shares and a turnover of 52.5 million yuan [1] - Tangchen Beijian (300146) closed at 12.46, up 2.81% with a trading volume of 570,200 shares and a turnover of 714 million yuan [1] - Shuanghui Development (000895) closed at 25.40, up 0.99% with a trading volume of 108,000 shares and a turnover of 274 million yuan [1] - Other notable stocks include Jiaoda Anli (600530) and Chunxue Food (605567), with minor increases of 0.84% and 0.20% respectively [1] Capital Flow - The food processing sector experienced a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 69.89 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Anjiu Food (603345) had a net inflow of 18.59 million yuan from institutional investors, while retail investors had a net outflow of 34.42 million yuan [3] - Jiaoda Anli (600530) saw a net inflow of 16.91 million yuan from institutional investors, but retail investors had a net outflow of 9.50 million yuan [3] - *ST Chuntian (600381) had a net inflow of 11.76 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Core Insights - Huadong Co., Ltd. reported a decline in both pig and chicken sales in September 2025, indicating potential challenges in the livestock market [1] Sales Performance - The company sold 202,000 pigs in September 2025, representing a month-over-month decrease of 1.34% and a year-over-year decrease of 3.34% [1] - Pig sales revenue amounted to 319 million yuan, reflecting a month-over-month decline of 5.63% and a year-over-year decline of 24.91% [1] - The average selling price of commercial pigs was 12.98 yuan per kilogram, down 4.49% from August 2025 [1] Chicken Sales - In September, the company sold 843,800 chickens, which is a month-over-month increase of 3.54% but a year-over-year decrease of 62.62% [1] - Chicken sales revenue reached 15.43 million yuan, showing a month-over-month increase of 2.86% but a year-over-year decrease of 13.45% [1]

Core Insights - The company reported a decrease in pig sales volume and revenue for September 2025, indicating a challenging market environment [1] - Chicken sales showed a significant year-on-year decline, despite a slight increase in sales volume compared to the previous month [1] Summary by Category Pig Sales - In September 2025, the company sold 202,300 pigs, reflecting a month-on-month decrease of 1.34% and a year-on-year decrease of 3.34% [1] - The revenue from pig sales was 319 million yuan, which represents a month-on-month decline of 5.63% and a year-on-year decline of 24.91% [1] - The average selling price of pigs was 12.98 yuan per kilogram, down 4.49% from August 2025 [1] Chicken Sales - The company sold 843,800 chickens in September 2025, showing a month-on-month increase of 3.54% but a significant year-on-year decrease of 62.62% [1] - Chicken sales revenue amounted to 15.43 million yuan, with a month-on-month increase of 2.86% and a year-on-year decrease of 13.45% [1]