Group 1 - The core viewpoint of the news is that Zhejiang Huatong Meat Products Co., Ltd. has seen a stock price increase of 5.22%, reaching 12.30 CNY per share, with a trading volume of 308 million CNY and a turnover rate of 4.10%, resulting in a total market capitalization of 9.902 billion CNY [1] - The company, established on August 8, 2001, and listed on January 10, 2017, primarily engages in feed processing, livestock farming, slaughtering, and deep processing of meat products [1] - The main revenue composition of the company includes fresh pork at 94.51%, fresh poultry at 2.42%, other products at 2.02%, live pigs at 0.50%, ham at 0.38%, and feed at 0.17% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Yinhua Fund is among the largest shareholders of Huatong. The Yinhua Agricultural Industry Stock Initiation A (005106) reduced its holdings by 860,700 shares in the second quarter, now holding 2.9252 million shares, which accounts for 0.59% of the circulating shares [2] - The Yinhua Agricultural Industry Stock Initiation A (005106) was established on September 28, 2017, with a latest scale of 430 million CNY. Year-to-date returns are 12.92%, ranking 3392 out of 4223 in its category; the one-year return is 25.1%, ranking 3520 out of 3803; and since inception, the return is 45.24% [2]

Group 1 - The core viewpoint of the news is that Zhejiang Huatong Meat Products Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.22% to 12.30 CNY per share, and a total market capitalization of 9.902 billion CNY [1] - The company was established on August 8, 2001, and went public on January 10, 2017. Its main business activities include feed processing, livestock breeding, slaughtering, and deep processing of meat products [1] - The revenue composition of the company is primarily from fresh pork (94.51%), followed by fresh poultry (2.42%), and other products [1] Group 2 - From the perspective of fund holdings, Guoshou Anbao Fund has a significant position in Huatong shares, with its Guoshou Anbao Agricultural Industry Stock Fund A (021830) increasing its holdings by 12,700 shares to a total of 74,700 shares, representing 6.27% of the fund's net value [2] - The fund has achieved a year-to-date return of 23.72% and a one-year return of 38.02%, ranking 2111 out of 4223 and 2899 out of 3803 respectively [2] - The fund manager, Xiong Liang, has been in position for 1 year and 62 days, with the fund's total assets amounting to 80.6115 million CNY and a best return of 39.36% during his tenure [3]

Group 1 - The pork stocks continued to strengthen in the afternoon, with Longda Meishi hitting the daily limit [1] - Aonong Bio and Delisi previously reached the limit, while Tiankang Bio, Lihua Stock, Huadong Stock, Jinxin Agricultural, and Haida Group followed suit with gains [1]

Core Insights - Huadong Co., Ltd. (002840.SZ) reported its livestock sales for August 2025, indicating a total of 205,081 pigs sold, with no piglets sold, reflecting a month-on-month increase of 4.87% and a year-on-year increase of 2.31% [1] - The sales revenue from pig sales in August amounted to 337.72 million yuan, showing a month-on-month increase of 0.54% but a year-on-year decrease of 15.01% [1] Sales Performance - Total pigs sold in August: 205,081 heads [1] - Month-on-month sales change: +4.87% [1] - Year-on-year sales change: +2.31% [1] Revenue Analysis - Sales revenue for August: 337.72 million yuan [1] - Month-on-month revenue change: +0.54% [1] - Year-on-year revenue change: -15.01% [1]

Core Insights - The company reported its livestock sales for August 2025, indicating a total of 205,081 pigs sold, with no piglets sold during the month [1] - The sales volume showed a month-on-month increase of 4.87% and a year-on-year increase of 2.31% [1] - The sales revenue for August reached 337.72 million yuan, reflecting a month-on-month increase of 0.54% but a year-on-year decrease of 15.01% [1] Sales Performance - Total pigs sold in August: 205,081 heads [1] - Month-on-month sales volume change: +4.87% [1] - Year-on-year sales volume change: +2.31% [1] Revenue Analysis - Sales revenue for August: 337.72 million yuan [1] - Month-on-month revenue change: +0.54% [1] - Year-on-year revenue change: -15.01% [1]

Summary of Key Points Core Viewpoint - The company reported a mixed performance in August 2025, with a slight increase in pig sales volume but a significant decline in sales revenue and average selling price for both pigs and chickens [1]. Group 1: Pig Sales Performance - In August 2025, the company sold 205,081 pigs, representing a month-on-month increase of 4.87% and a year-on-year increase of 2.31% [1]. - The sales revenue from pig sales reached 337.72 million yuan, showing a month-on-month increase of 0.54% but a year-on-year decline of 15.01% [1]. - The average selling price of commercial pigs was 13.59 yuan per kilogram, which decreased by 6.28% compared to July 2025 [1]. Group 2: Chicken Sales Performance - The company sold 815,000 chickens in August 2025, reflecting a month-on-month decrease of 3.36% and a year-on-year decrease of 34.87% [1]. - The sales revenue from chicken sales was 15.01 million yuan, with a month-on-month increase of 11.11% and a year-on-year change of -0.03% [1]. - The year-on-year decline in chicken sales volume was primarily attributed to a reduction in the number of chickens being marketed [1].

Core Viewpoint - Huadong Co., Ltd. (002840) reported its August sales figures for pigs and chickens, indicating a mixed performance in sales volume and revenue compared to previous periods [1] Group 1: Pig Sales - In August, the total number of pigs sold was 205,100, with no piglets sold, reflecting a month-on-month increase of 4.87% and a year-on-year increase of 2.31% [1] - The sales revenue from pigs reached 338 million yuan, showing a month-on-month increase of 0.54% but a year-on-year decrease of 15.01% [1] - The average selling price of commercial pigs was 13.59 yuan per kilogram, which represents a decline of 6.28% compared to July 2025 [1] Group 2: Chicken Sales - The total number of chickens sold in August was 815,000, which is a month-on-month decrease of 3.36% and a year-on-year decrease of 34.87% [1] - Chicken sales revenue amounted to 15 million yuan, with a month-on-month increase of 11.11% and a year-on-year change of -0.03% [1] - The year-on-year decrease in chicken sales volume is primarily attributed to a reduction in the number of chickens being marketed [1]

Core Viewpoint - The company reported a mixed performance in August 2025, with slight increases in pig sales volume but a significant decline in sales revenue and average selling price for both pigs and chickens [1] Group 1: Pig Sales - In August 2025, the company sold 205,081 pigs, representing a month-on-month increase of 4.87% and a year-on-year increase of 2.31% [1] - The sales revenue from pig sales was 33,771.96 million yuan, showing a month-on-month increase of 0.54% but a year-on-year decrease of 15.01% [1] - The average selling price of commercial pigs was 13.59 yuan per kilogram, which decreased by 6.28% compared to July 2025 [1] Group 2: Chicken Sales - The company sold 815,000 chickens in August 2025, reflecting a month-on-month decrease of 3.36% and a year-on-year decrease of 34.87% [1] - The sales revenue from chicken sales was 1,500.10 million yuan, with a month-on-month increase of 11.11% and a year-on-year change of -0.03% [1] - The year-on-year decline in chicken sales volume was primarily attributed to a reduction in the number of chickens being marketed [1]

证券代码：002840 证券简称：华统股份 公告编号：2025-102 浙江华统肉制品股份有限公司 关于回购注销部分限制性股票减资暨通知债权人的公告 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"）于2025年4月23日召开第 五届董事会第十八次会议和第五届监事会第十四次会议，2025年5月15日召开 2024年度股东大会，分别决议通过了《关于回购注销激励对象部分已获授但尚未 解除限售的限制性股票的议案》，并于2025年8月25日召开第五届董事会第二十 二次会议，2025年9月12日召开2025年第四次临时股东大会，分别决议通过了《关 于修订<公司章程>及办理相关工商变更登记的议案》，具体内容详见公司分别于 2025年4月25日、2025年8月27日在《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）上披露的《关于回购注销 激励对象部分已获授但尚未解除限售的限制性股票的公告》、《关于修订<公司 章程>及办理相关工商变更登记的公告》。 由于2024年度公司层 ...

一、2025 年 8 月份销售情况 1、生猪销售情况 2025年8月份，公司生猪销售数量205,081头（其中仔猪销售0头），环比变动 4.87%，同比变动2.31%。 2025年8月份，公司生猪销售收入33,771.96万元，环比变动0.54%，同比变动 -15.01%。 证券代码：002840 证券简称：华统股份 公告编号：2025-103 浙江华统肉制品股份有限公司 2025 年 8 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8月份鸡销售收入1,500.10万元，环比变动11.11%，同比变动-0.03%。 2025年8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 ...