Core Viewpoint - The stock of Huadong Co., Ltd. has experienced a decline of 2.04% on September 18, with a current price of 11.50 yuan per share and a market capitalization of 9.258 billion yuan, indicating a challenging market environment for the company [1] Financial Performance - For the first half of 2025, Huadong Co., Ltd. achieved a revenue of 4.244 billion yuan, representing a year-on-year growth of 1.89%, while the net profit attributable to shareholders increased significantly by 163.98% to 76.1731 million yuan [2] - Cumulatively, the company has distributed a total of 85.1666 million yuan in dividends since its A-share listing, with 16.5486 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders of Huadong Co., Ltd. increased to 35,100, with an average of 14,193 circulating shares per person, a decrease of 2.10% from the previous period [2] - The top ten circulating shareholders include notable funds such as招商产业精选股票A and招商瑞利灵活配置混合(LOF)A, with some shareholders reducing their holdings [3]

Group 1 - The poultry concept index rose by 1.80%, ranking fifth among concept sectors, with 19 stocks increasing in value, led by Tiankang Biological, Lihua Shares, and Huaton Shares, which rose by 8.20%, 7.25%, and 4.88% respectively [1] - The poultry sector saw a net inflow of 236 million yuan, with 15 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, with Wens Foodstuffs leading at 186 million yuan [2][3] - The top net inflow ratios were recorded by Wens Foodstuffs at 9.12%, Huaying Agriculture at 5.31%, and Juxing Agriculture at 4.96% [3] Group 2 - The poultry sector's performance was notable, with a significant number of stocks showing positive movement, while some stocks like Huaying Agriculture and Shuanghui Development experienced declines of 1.03% and 0.51% respectively [1][2] - The trading volume and turnover rates for leading stocks in the poultry sector indicate strong investor interest, with Wens Foodstuffs having a turnover rate of 1.73% and Tiankang Biological at 10.72% [3][4] - The overall market sentiment for the poultry sector appears positive, as indicated by the net inflow of funds and the performance of key stocks [2][3]

证券之星消息，9月15日食品加工板块较上一交易日上涨0.49%，得利斯领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002330 | 得利斯 | 5.45 | 10.10% | 37.72万 | | 2.06亿 | | 002726 | 龙大美食 | 6.13 | 5.69% | 121.16万 | | 7.41亿 | | 603536 | 惠发食品 | 11.40 | 5.56% | 46.78万 | | 5.42亿 | | 605089 | 味知香 | 28.50 | 4.93% | 8.31万 | | 2.39亿 | | 002840 | 华统股份 | 12.26 | 4.88% | 43.25万 | | 5.21亿 | | 001215 | 千味央厨 | 34.92 | 3.96% | 10.47万 | | 3.65亿 | | 60310 ...

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]

华统股份（002840）(002840.SZ)发布2025年8月畜禽销售情况简报，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%。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%。 ...

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]