证券代码：002840 证券简称：华统股份 公告编号：2025-091 浙江华统肉制品股份有限公司 关于对外担保的进展公告 根据公司实际经营情况，公司管理层在前述 2025 年第一次临时股东大会审 批通过的担保额度内，对华昇饲料及华服农业的担保额度进行调整，其中对华昇 饲料的担保额度调减 240 万元，对华服农业的担保额度调增 240 万元，调配后， 华昇饲料的担保额度由 2,640 万元调减为 2,400 万元，华服农业的担保额度由 1,710 万元调增为 1,950 万元。本次担保发生前，公司对华服农业实际担保余额 为 1,710 万元，本次担保发生后，公司对华服农业实际担保余额为 1,950 万元。 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。 2、本次担保对象浙江华服农业开发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 ...

Core Insights - The food processing sector experienced a rise of 0.55% on August 18, with *ST Chuntian leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Food Processing Sector Performance - *ST Chuntian (600381) closed at 4.41, up 5.00% with a trading volume of 66,600 shares and a transaction value of 29.13 million yuan [1] - Other notable performers included: - Jiaoda Onl (600530) at 60.8, up 3.85% with a transaction value of 148 million yuan [1] - Quandawei (002626) at 19.65, up 3.37% with a transaction value of 409 million yuan [1] - Gais Food (836826) at 12.50, up 2.88% with a transaction value of 55.46 million yuan [1] Capital Flow Analysis - The food processing sector saw a net outflow of 96.40 million yuan from institutional investors, while retail investors experienced a net outflow of 8.41 million yuan [2] - Conversely, speculative funds recorded a net inflow of 105 million yuan [2] Individual Stock Capital Flow - Sanquan Foods (002216) had a net inflow of 14.49 million yuan from institutional investors, while it faced a net outflow of 11.44 million yuan from speculative funds [3] - *ST Chuntian (600381) saw a net inflow of 9.27 million yuan from institutional investors, with a net outflow of 2.68 million yuan from speculative funds [3] - Other stocks like Hai Xin Foods (002702) and Jiao Da Onl (600530) also showed varied capital flows, indicating mixed investor sentiment [3]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that a new round of price increases for pigs may gradually begin, with the African swine fever vaccine opening growth opportunities for the animal health sector [4][5] - The report emphasizes that the investment logic for live pigs is marginally improving, supported by both fundamental and policy factors, with recommendations for specific companies [5][31] Summary by Sections Weekly Observation - As of August 15, 2025, the national average price of live pigs is 13.73 CNY/kg, with a week-on-week increase of 0.06 CNY/kg but a year-on-year decrease of 7.44% [4][13] - The price premium for 150kg fat pigs over 120kg standard pigs is 0.28 CNY/kg, indicating a tightening supply [4][13] Weekly Market Performance (August 11-15) - The agricultural sector underperformed the market by 1.84 percentage points, with the agricultural index down 0.14% while the Shanghai Composite Index rose by 1.70% [6][35] - Key stocks that led the gains include COFCO Sugar (+41.04%), Shunli Biological (+13.97%), and Xiaoming Co. (+8.86%) [6][35] Price Tracking (August 11-15) - The average price of live pigs on August 15 is 13.76 CNY/kg, a slight increase from the previous week [6][46] - The average price of piglets is 28.87 CNY/kg, showing a decrease of 5.03% from the previous week [6][46] - The average price of white feathered chickens is 7.20 CNY/kg, with a week-on-week increase of 0.84% [6][51] Key News (August 11-15) - The central government allocated 1.146 billion CNY for agricultural disaster relief, supporting major grain-producing provinces [6][41]

Group 1 - The core viewpoint of the article highlights the sales performance of Huatong Co., indicating a decline in both pig and chicken sales in July 2025 compared to previous periods [2] Group 2 - In July 2025, the company sold 195,563 pigs, with a month-on-month decrease of 2.40% and a year-on-year decrease of 3.19% [2] - The sales revenue from pig sales in July 2025 was 335.91 million yuan, reflecting a month-on-month decrease of 3.45% and a year-on-year decrease of 24.91% [2] - The average selling price of commercial pigs in July 2025 was 14.50 yuan per kilogram, which increased by 2.11% compared to June 2025 [2] Group 3 - The company sold 843,300 chickens in July 2025, showing a month-on-month decrease of 3.20% and a year-on-year decrease of 19.58% [2] - The sales revenue from chicken sales in July 2025 was 13.50 million yuan, with a month-on-month increase of 8.61% and a year-on-year increase of 2.30% [2]

| 序号 | | | 股东名称 | | --- | --- | --- | --- | | | 华旺 育种 | 浙江华旺育种有限公司 | | | 1 | I IQ | | | | | 级 | + 浙江华统肉制品股份有限公司 | | | | 음 | | | | | 东 | | | 企查查APP显示，近日，萍乡华盛牧业有限公司成立，注册资本5000万元，经营范围包含：牲畜饲养，种畜禽经营，肥料生产。企查查股权穿透显示，该公 司由华统股份（002840）间接全资持股。 | F. E. E. K. B. | 萍乡华盛牧业有限公司 全国企业信用查询 | | × 查一下 | | --- | --- | --- | --- | | 基本信息 9 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 余新武 | 登记状态 | 存续(在营、开业、 | | | | 注册资本 | 5000万元 | | 组织机构代码 | МАЗАN3TP-4 | 工商注册号 | 360321110004305 | | 企业类型 | 有限责任公司（非自然人投资或 控股的法人独资) | 营业期限 | 2025-07-03 至 无固对 | | ...

Core Points - The article highlights significant announcements from various companies, including investment projects, contract wins, operational data, and financial performance. Company Announcements - Cambrian Technology (寒武纪) refuted claims regarding large orders for carrier boards as false information [1] - Zhongyan Chemical (中盐化工) plans to invest 360 million yuan in a natural soda ash mining project with an annual production capacity of 5 million tons [1] - Wanlima (万里马) won a procurement project for the 2025-2026 Southern Airlines comprehensive support department [1] - Lu'an Energy (路安环能) reported July coal sales of 4 million tons, a year-on-year decrease of 6.1% [1][2] - *ST Huike (汇科) intends to acquire 51% of Yizheng Tong for 29.07 million yuan [1][2] - Chipsea Technology (芯海科技) is planning an H-share issuance [1] Investment Projects - Zhaowei Electromechanical (兆威机电) plans to invest in a new production base in Thailand [1] - Yunnan Energy Investment (云南能投) is investing in wind and solar power projects, including the Changning Changtian Wind Farm and a photovoltaic project costing 245 million yuan [1] Contract Wins - Longjian Construction (龙建股份) secured a 448 million yuan engineering project [1] - Wanlima (万里马) won a contract for the procurement of aircrew bags for Southern Airlines [1] Financial Performance - Taicheng Light (太辰光) reported a net profit of 173 million yuan for the first half of the year, a year-on-year increase of 118.02% [1] - Dongyangguang (东阳光) achieved a net profit of 613 million yuan, a year-on-year increase of 170.57% [3] - Oriental Cable (东方电缆) reported a net profit of 473 million yuan, a year-on-year decrease of 26.57% [3] - Limin Co. (利民股份) reported a net profit of 269 million yuan, a year-on-year increase of 747.13% [3] Shareholding Changes - Zhongzi Technology (中自科技) announced that shareholder Yin'an Lingying plans to reduce holdings by up to 3% [1][2] - Boshi Jie (博实结) announced plans for a combined reduction of up to 3% in shares by shareholders Botian Yi and Huitian Yi [1][2] Other Developments - Kingood (金固股份) signed a strategic cooperation framework agreement with Luming Robotics [1] - Qipai Technology (气派科技) plans to raise no more than 159 million yuan through a private placement [1]

Summary of Key Points Core Viewpoint - The company reported a decline in both the quantity and revenue of live pig sales in July 2025, indicating potential challenges in the livestock market [1] Group 1: Pig Sales Performance - In July 2025, the company sold 195,563 live pigs, with a month-over-month decrease of 2.40% and a year-over-year decrease of 3.19% [1] - The revenue from live pig sales in July 2025 was 335.91 million yuan, reflecting a month-over-month decline of 3.45% and a year-over-year decline of 24.91% [1] - The average selling price of commercial pigs in July 2025 was 14.50 yuan per kilogram, which represents an increase of 2.11% compared to June 2025 [1] Group 2: Chicken Sales Performance - In July 2025, the company sold 843,300 chickens, showing a month-over-month decrease of 3.20% and a year-over-year decrease of 19.58% [1] - The revenue from chicken sales in July 2025 was 13.50 million yuan, with a month-over-month increase of 8.61% and a year-over-year increase of 2.30% [1]

Core Insights - The company reported a decrease in pig sales volume and revenue for July 2025 compared to both the previous month and the same month last year [1] - The average selling price of commercial pigs increased slightly in July 2025 compared to June 2025 [1] - Chicken sales revenue showed positive growth both month-on-month and year-on-year in July 2025 [1] Summary by Category Pig Sales - In July 2025, the company sold 195,600 pigs, representing a month-on-month decrease of 2.40% and a year-on-year decrease of 3.19% [1] - The revenue from pig sales was 336 million yuan, which is a month-on-month decrease of 3.45% and a year-on-year decrease of 24.91% [1] - The average selling price of commercial pigs was 14.5 yuan per kilogram, showing an increase of 2.11% compared to June 2025 [1] Chicken Sales - The revenue from chicken sales in July 2025 was 13.5014 million yuan, reflecting a month-on-month growth of 8.61% and a year-on-year growth of 2.3% [1]

Sales Performance - In July 2025, the company reported a sales decrease of 2.40% year-on-year, with a total sales volume decline of 3.19% [1] - The sales data indicates a significant drop of 24.91% compared to previous periods [1] Business Operations - The company operates in various sectors including livestock farming, feed processing, poultry farming, and slaughtering, but the disclosed sales data only reflects the live sales from poultry and pig farming segments [1] - Other business segments such as pig slaughtering, meat processing, and feed processing are not included in the sales report [1]

证券代码：002840 证券简称：华统股份 公告编号：2025-090 2025年7月份，公司生猪销售收入33,591.00万元，环比变动-3.45%，同比变动 -24.91%。 2025年7月份，商品猪销售均价14.50元/公斤，比2025年6月份上升2.11%。 浙江华统肉制品股份有限公司 2025 年 7 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 7 月份销售情况 1、生猪销售情况 2025年7月份，公司生猪销售数量195,563头（其中仔猪销售0头），环比变动 -2.40%，同比变动-3.19%。 2、鸡销售情况 2025年7月份鸡销售数量84.33万只，环比变动-3.20%，同比变动-19.58%。 2025年7月份鸡销售收入1,350.14万元，环比变动8.61%，同比变动2.30%。 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 ...