人民财讯8月14日电，华统股份（002840）8月14日晚间公告，2025年7月份，公司生猪销售数量19.56万 头，环比下降2.40%，同比下降3.19%；生猪销售收入3.36亿元，环比下降3.45%，同比下降24.91%；商 品猪销售均价14.5元/公斤，比6月份上升2.11%。 2025年7月份，公司鸡销售收入1350.14万元，环比增长8.61%，同比增长2.3%。 ...

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 ...

金融界8月11日消息，有投资者在互动平台向华统股份提问：上证A股从2600涨到了3650，但公司股价 一直在2600徘徊。我想知道公司关于市值管理做了哪些努力？更想知道公司财务上，经营上是否有重大 问题？公司可能想说公司股价受市场因素影响，但是2600~3600的波动，这是不争的事实，这是市场正 向的影响。公司究竟有啥问题没有披露的？ 公司回答表示：您好，公司目前生产、经营情况一切正常，不存在按规定应披露而未披露的对本公司股 票交易价格产生较大影响的重大事项和信息。如有应披露事项，公司将严格按照相关规定及时履行信息 披露义务。谢谢！责任编辑：栎树 ...

Group 1 - The stock price of Huatong Co., Ltd. was reported at 10.57 yuan on August 8, remaining unchanged from the previous trading day [1] - The trading volume on that day was 56,517 hands, with a transaction amount of 0.6 billion yuan [1] - Huatong Co., Ltd. is primarily engaged in livestock slaughtering and processing, as well as deep processing of meat products, with main products including fresh pork and fresh poultry [1] Group 2 - The company stated on its investor interaction platform that the breeding costs continued to decline in the second quarter [1] - On August 8, the net outflow of main funds was 6.1496 million yuan, with a cumulative net outflow of 8.4930 million yuan over the past five days [1]

Group 1 - The company acknowledges that its stock price is influenced by various factors such as macroeconomic conditions and market sentiment, leading to uncertainty [2] - The company emphasizes the importance of market value management and investor returns, focusing on core business, improving operational efficiency, and profitability [2] - The company is implementing multiple measures to enhance market value management, including corporate governance, information disclosure, investor relations management, shareholder returns, and capital operations [2]

金融界8月4日消息，有投资者在互动平台向华统股份提问：股价跌跌不休，管理层有无市值管理计划 啊？ 公司回答表示：您好，公司股价受宏观经济形势、市场情绪等众多因素影响，具有不确定性。公司高度 重视市值管理和投资者回报工作，在聚焦主业、提升经营效率和盈利能力的同时通过公司治理、信息披 露、投资者关系管理、股东回报、资本运作等多举措进一步完善市值管理工作。谢谢！ ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The agricultural sector is experiencing a marginal improvement in investment logic for live pigs, driven by both fundamental and policy factors, with expectations of a price increase in the second half of 2025 [26] - The pet sector is witnessing a rise in domestic brands, supported by consumption upgrades and tariff barriers, with a projected market size growth of over 10% annually from 2025 to 2027 [28][29] Summary by Sections Weekly Observation - The national pig price is under pressure due to group weight reduction and increased market supply, with an average price of 14.02 CNY/kg as of August 3, 2025, down 0.57% from the previous week [5][14] - The average weight of pigs sold has decreased to 127.98 kg, reflecting a downward trend due to weight reduction policies and slow growth in high temperatures [16] Weekly Insights - The investment logic for live pigs is improving, with expectations of price support in the second half of 2025 due to a combination of fundamental and policy factors [26] - The feed sector is benefiting from a recovery in domestic livestock and poultry production, with a total feed output expected to reach 1.4 trillion CNY in 2023 [26] Market Performance - The agricultural sector underperformed the broader market by 2.03 percentage points, with the agricultural index declining by 2.97% during the week [30][31] - The animal health sector showed the highest gains, with stocks like Shenlian Biological and Huisheng Biological leading the performance [30] Price Tracking - As of August 1, 2025, the average price for live pigs was 14.33 CNY/kg, with a slight increase of 1.27% from the previous week [42] - The average price for corn was 2,296 CNY/ton, down 0.78% week-on-week, while soybean meal was priced at 3,004 CNY/ton, down 0.69% [60] Key News - The overall situation in China's livestock industry is stable and improving, with a reported production increase of 2.8% in meat output during the first half of 2025 [38] - The number of breeding sows has decreased slightly, indicating a potential reduction in pig supply, which may stabilize prices [38]

Summary of Key Points Core Viewpoint - On August 1, two listed companies had their restricted shares unlocked, with a total market value of approximately 6.144 billion yuan [1] Company Specifics - **Huadong Holdings (华统股份)**: - Stock Code: 002840 - Type of Restricted Shares: Issuance of A-shares for institutional placement - Number of Shares Unlocked: 132 million [1] - **Beilu Zhikong (北路智控)**: - Stock Code: 301195 - Type of Restricted Shares: Pre-issuance share restrictions - Number of Shares Unlocked: 82.4264 million [1]

Group 1 - On August 1, a total of 14 companies had their restricted shares unlocked, with a total unlock volume of 685 million shares, amounting to a market value of 9.427 billion yuan based on the latest closing price [1] - Five companies had an unlock volume exceeding 10 million shares, with Li New Energy, Huaton Co., and Beilu Zhikong leading the unlock volume at 465 million shares, 132 million shares, and 38.068 million shares respectively [1] - In terms of unlock market value, five companies had an unlock value exceeding 100 million yuan, with Li New Energy, Boshijie, and Beilu Zhikong leading at 3.28 billion yuan, 1.759 billion yuan, and 1.393 billion yuan respectively [1] Group 2 - Five companies had an unlock ratio exceeding 10% of their total share capital, with Li New Energy, Beilu Zhikong, and Boshijie having the highest unlock ratios at 49.78%, 28.82%, and 24.87% respectively [1]