Core Viewpoint - The company reported a decline in both sales volume and revenue for pigs and chickens in September 2025, indicating challenges in the livestock market [1] Summary by Category Pig Sales - In September 2025, the company sold 202,331 pigs, including 4,595 piglets, representing a month-over-month decrease of 1.34% and a year-over-year decrease of 3.34% [1] - The sales revenue from pig sales was 31,869.24 million yuan, showing a month-over-month decline of 5.63% and a year-over-year decline of 24.91% [1] - The average selling price for commercial pigs was 12.98 yuan per kilogram, which decreased by 4.49% compared to August 2025 [1] Chicken Sales - The company sold 843,800 chickens in September 2025, reflecting a month-over-month increase of 3.54% but a significant year-over-year decrease of 62.62% [1] - The sales revenue from chicken sales was 1,542.94 million yuan, with a month-over-month increase of 2.86% and a year-over-year decrease of 13.45% [1] - The year-over-year decline in chicken sales volume was primarily attributed to a reduction in the number of chickens being marketed [1]

Core Insights - The company reported its livestock sales for September 2025, showing a decline in both pig and chicken sales compared to previous periods [1] Livestock Sales Performance - In September 2025, the company sold 202,331 pigs, including 4,595 piglets, reflecting a month-over-month decrease of 1.34% and a year-over-year decrease of 3.34% [1] - The sales revenue from pigs amounted to 319 million yuan, with 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 Performance - The company sold 843,800 chickens in September 2025, 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% and a year-over-year decrease of 13.45% [1]

Core Insights - The company reported its livestock sales for September 2025, showing a decline in both pig and chicken sales compared to previous periods [1] Group 1: Pig Sales - In September 2025, the company sold 202,331 pigs, including 4,595 piglets, reflecting a month-on-month decrease of 1.34% and a year-on-year decrease of 3.34% [1] - The sales revenue from pigs amounted to 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 commercial pigs was 12.98 yuan per kilogram, down 4.49% from August 2025 [1] Group 2: 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 reached 15.43 million yuan, with a month-on-month increase of 2.86% and a year-on-year decrease of 13.45% [1]

Core Viewpoint - The company reported a decline in both sales volume and revenue for pigs and chickens in September 2025, indicating challenges in the livestock market [1] Summary by Category Pig Sales - In September 2025, the company sold 202,331 pigs, including 4,595 piglets, representing a month-over-month decrease of 1.34% and a year-over-year decrease of 3.34% [1] - The sales revenue from pig sales was 31,869.24 million yuan, showing 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, which decreased by 4.49% compared to August 2025 [1] Chicken Sales - The company sold 843,800 chickens in September 2025, reflecting a month-over-month increase of 3.54% but a significant year-over-year decrease of 62.62% [1] - The sales revenue from chicken sales was 1,542.94 million yuan, with a month-over-month increase of 2.86% and a year-over-year decrease of 13.45% [1] - The year-over-year decline in chicken sales volume was primarily attributed to a reduction in the number of chickens being marketed [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 also experienced a significant decline year-on-year, reflecting broader industry challenges [1] Company Performance - In September 2025, the company sold 202,300 pigs, which is a decrease of 1.34% month-on-month and 3.34% year-on-year [1] - The revenue from pig sales was 319 million yuan, showing 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] Industry Trends - The company sold 843,800 chickens in September 2025, reflecting 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% but a year-on-year decline of 13.45% [1]

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]