Core Viewpoint - The company, Huadong Co., Ltd. (002840), reported that all business segments are operating normally, with a continuous reduction in breeding costs and stable slaughter profits, alongside a significant decrease in the debt-to-asset ratio [1] Business Operations - The company indicated that its breeding costs have been decreasing throughout the year, contributing to stable profitability in the slaughter segment [1] - The company is focusing on its core business while enhancing operational efficiency and profitability [1] Financial Health - There has been a substantial reduction in the company's debt-to-asset ratio, indicating improved financial health [1] Market Sentiment - The company's stock price is influenced by various factors, including macroeconomic conditions and market sentiment, which introduces uncertainty [1] Investor Relations - The company emphasizes the importance of market value management and investor returns, implementing measures such as corporate governance, information disclosure, investor relations management, shareholder returns, and capital operations to enhance market value management [1]

Core Viewpoint - The company focuses on an integrated operational model centered around livestock and poultry farming and slaughtering, with a strategic emphasis on pig farming and slaughtering [1] Group 1: Business Operations - The company's main business includes livestock and poultry farming, slaughtering, meat processing, and feed processing [1] - The strategic focus remains on pig farming and slaughtering [1]

Group 1 - The company has received inquiries from investors regarding the risk of forced liquidation due to the stock price falling below the collateral safety line set by major shareholders [2] - The company stated that as of now, there is no risk of forced liquidation for the pledged shares held by the controlling shareholder and their concerted parties [2]

Group 1 - The poultry concept sector declined by 0.40%, ranking among the top declines in concept sectors, with major declines seen in companies like Roniu Mountain, Yisheng Shares, and Yike Foods [1] - Among the poultry concept stocks, only two companies saw price increases, with Jingji Zhino rising by 4.49% and Tangrenshen by 0.23% [1] - The top gainers in other concept sectors included Terahertz with a rise of 4.02% and Commercial Aerospace with 3.60% [1] Group 2 - The poultry concept sector experienced a net outflow of 209 million yuan, with 17 stocks seeing net outflows, and 8 stocks exceeding 10 million yuan in outflows [1] - Roniu Mountain had the highest net outflow of 95.06 million yuan, followed by Wens Shares and Tianma Technology with outflows of 33.15 million yuan and 12.76 million yuan, respectively [1] - The top net inflows were seen in Jingji Zhino, Tangrenshen, and Shuanghui Development, with net inflows of 9.19 million yuan, 3.65 million yuan, and 2.42 million yuan, respectively [2]

Group 1 - The core viewpoint of the report indicates that the listed pig companies' slaughter volume in November 2025 reached 18.2581 million heads, representing a year-on-year increase of 26.67% but a month-on-month decrease of 2.96% [1][2] - The cumulative slaughter volume of listed pig companies from January to November 2025 was 176 million heads, with a year-on-year growth of 21.42%, indicating stable growth around 20% [2] - The report suggests seizing investment opportunities in the pig farming sector, focusing on companies with strong growth in slaughter volume and stable operations, recommending Muyuan Foods (002714.SZ), Wens Foodstuff Group (300498.SZ), Tangrenshen (002567.SZ), Huatong Food (002840.SZ), and Juxing Agriculture (603477.SH) [1] Group 2 - The operating revenue of listed pig companies in November 2025 was 22.5556 billion yuan, down 17.03% year-on-year and 4.94% month-on-month [3] - The sales revenue from commodity pigs for leading companies in November was 9.390 billion yuan for Muyuan, 5.199 billion yuan for Wens, and 1.812 billion yuan for New Hope, with year-on-year declines of 20.43%, 14.19%, and 11.61% respectively [3] - The decline in revenue is attributed to a larger decrease in pig prices compared to the increase in slaughter volume, with cumulative revenue from January to November 2025 amounting to 268.644 billion yuan, a slight year-on-year increase of 2.09% [3] Group 3 - The average selling price of pigs in November increased by 1.60% month-on-month but decreased by 30.05% year-on-year [4] - The average selling prices for leading companies were 11.56 yuan/kg for Muyuan, 11.71 yuan/kg for Wens, and 11.54 yuan/kg for New Hope, with year-on-year declines of 28.73%, 29.92%, and 30.02% respectively [4] - The decline in average selling prices is due to ample supply and weak demand during the peak season, with expectations of low prices persisting until the Spring Festival [4] Group 4 - The average weight of pigs slaughtered in November was 105.80 kg per head, showing a month-on-month decrease of 0.35% and a year-on-year decrease of 3.31% [5] - Leading companies reported average weights of 123.04 kg for Muyuan, 101.98 kg for Wens, and 100.17 kg for New Hope, with month-on-month declines and varying year-on-year changes [5] - The decrease in average weight is a result of companies voluntarily reducing slaughter weights in response to market conditions [5]

证券日报网讯 12月22日晚间，华统股份发布公告称，公司于2025年12月22日召开了2025年第一次职工 代表大会，选举付开云先生为公司第五届董事会职工代表董事。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Huadong Co., Ltd. (SZ 002840) held its 26th meeting of the fifth board of directors on December 22, 2025, to discuss the election of audit committee members and other related documents [1] - For the first half of 2025, Huadong Co., Ltd.'s revenue composition was as follows: slaughtering and meat processing industry accounted for 97.59%, other industries accounted for 1.56%, poultry farming accounted for 0.68%, and feed industry accounted for 0.17% [1] - As of the report date, Huadong Co., Ltd. had a market capitalization of 7.8 billion yuan [1] Group 2 - The article highlights a significant increase in sales for the new energy heavy truck sector, with November sales experiencing a year-on-year growth of 178% [1] - The demand for new energy heavy trucks is so high that customers are directly visiting factories to expedite orders, indicating a rare market situation [1]

证券代码：002840 证券简称：华统股份 公告编号：2025-138 浙江华统肉制品股份有限公司 关于选举第五届董事会职工代表董事的公告 本公司及监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。 根据《公司法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》等法律法规、规范性文件及《公 司章程》的有关规定，浙江华统肉制品股份有限公司（以下简称"公司"或"本 公司"）董事会设职工代表董事 1 名。公司于 2025 年 12 月 22 日召开了 2025 年 第一次职工代表大会，选举付开云先生为公司第五届董事会职工代表董事（简历 详见附件），任期自本次职工代表大会审议通过之日起至第五届董事会届满为止。 本次选举产生的职工代表董事将与公司 2023 年第五次临时股东大会选举产生的 非独立董事和独立董事共同组成公司第五届董事会。 附件：付开云先生简历 付开云先生：1984 年生，中国国籍，本科学历，中级经济师。历任浙 江义乌华统肉制品有限公司家禽事业部管理科科长、本公司总裁办副主任、 养殖事业部综合管理中心副总监等，现任 ...

国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所（以下简称"本所"）接受浙江华统肉制品股份有 限公司（以下简称"公司"）的委托，指派律师出席公司 2025 年第五次临时股东 大会（以下简称"本次股东大会"），并依据《中华人民共和国公司法》（以下简 称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、中国证券 监督管理委员会（以下简称"中国证监会"）发布的《上市公司股东会规则》（以 下简称"《股东会规则》"）、《上市公司治理准则》（2025 修订）（以下简称"《治 理准则》"）和深圳证券交易所发布的《深圳证券交易所上市公司股东会网络投票 实施细则（2025 修订）》（以下简称"《网络投票细则》"）等法律、行政法规、 规范性文件及现行有效的《浙江华统肉制品股份有限公司章程》（以下简称"《公 司章程》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所律师列席了公司本次股东大会，审查了公司提供 的本次股东大会有关文件的原件及复印件，包括但不限于公司召开本次股东大会 的各项议程及相关决议等文件，同时听取了公司就有关事实的陈述和说明。 公司已向本所承诺，公司 ...

证券代码：002840 证券简称：华统股份 公告编号：2025-136 浙江华统肉制品股份有限公司 2025 年第五次临时股东大会决议公告 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、本次股东大会无否决议案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）召开情况 1、会议召开时间： （1）现场会议召开时间为：2025 年 12 月 22 日（星期一）下午 14:30； （2）网络投票时间为：2025 年 12 月 22 日。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 12 月 22 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投 票系统投票的具体时间为：2025 年 12 月 22 日上午 9:15 至 2025 年 12 月 22 日下 午 15:00 期间的任意时间。 2、会议地点：浙江省义乌市北苑街道西城路 198 号公司会议室。 股东出席的总体情况： 通过现场和网络投票出席会议的股东 296 人，代表股份 ...