Group 1 - The latest stock price of Huatong Co., Ltd. is 10.73 yuan, an increase of 1.04% compared to the previous trading day [1] - The stock reached a maximum of 10.74 yuan and a minimum of 10.56 yuan during the trading session, with a transaction amount of 1.07 billion yuan [1] - Huatong Co., Ltd. is primarily engaged in livestock slaughtering and meat processing, with main products including fresh pork and frozen pork [1] Group 2 - The company operates in the food manufacturing industry, covering the entire industry chain from pig farming to slaughtering and deep processing of meat products [1] - The current capacity utilization rate of the slaughtering business is maintained at 30%-40%, with stable profitability in this segment [1] - The company's asset-liability ratio has significantly decreased within the year, with specific operational data to be disclosed in future announcements [1]

Group 1 - The core viewpoint is that the company's slaughtering business has a capacity utilization rate of approximately 30% to 40% and maintains stable profitability [1] - The company's asset-liability ratio has significantly decreased within the year [1] - Further operational data will be disclosed in the company's upcoming announcements [1]

Group 1 - The core viewpoint is that the company's slaughtering business has a capacity utilization rate of approximately 30%-40%, indicating stable profitability in this segment [1] - The company's asset-liability ratio has significantly decreased within the year, suggesting improved financial health [1] - Further operational data will be disclosed in upcoming announcements, indicating a commitment to transparency [1]

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 ...

证券之星消息，8月18日食品加工板块较上一交易日上涨0.55%，*ST春天领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 4.41 | 5.00% | 6.66万 | 2913.05万 | | | 600530 | 交大昂立 | 60'8 | 3.85% | 18.56万 | 1.48亿 | | | 002626 | 全达威 | 19.65 | 3.37% | 20.87万 | | 4.09亿 | | 836826 | 盖世食品 | 12.50 | 2.88% | - 4.46万 | 5546.05万 | | | 605089 | 味知香 | 26.30 | 2.81% | 1.69万 | 4377.88万 | | | 002216 | 三全食品 | 11.43 | 2.14% | 12.60万 | | 1.43 ...

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]

（文章来源：证券日报） 证券日报网讯 8月14日晚间，华统股份发布公告称，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%。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%。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%。 ...

| 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]

格隆汇8月14日丨华统股份(002840.SZ)公布，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%。2025年7月份，公司生猪销售收入3.3591亿元，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%。 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%。 ...