Group 1 - The core viewpoint of the news is that the livestock sector is experiencing a positive trend due to capacity regulation policies, leading to a rise in related stocks and ETFs [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, is holding a meeting on September 16 to discuss pig production capacity regulation with 25 companies, including major players like Muyuan, Wens, and New Hope [1] - Recent policies aimed at controlling new production capacity are helping the industry move away from low-price competition, guiding pig prices into a reasonable profit range [1] Group 2 - The livestock ETF is currently trading at a low price-to-earnings ratio (PE-TTM) of 14.95, which is below 80.76% of the time over the past three years, indicating a high safety margin [2] - There is potential for the livestock sector to experience a rebound if funds shift from high-performing technology stocks to lower-valued sectors [2]

Core Viewpoint - The food industry is experiencing significant stock price increases, with multiple companies reaching their daily limit up, indicating strong market interest and potential investor confidence in the sector [1] Group 1: Company Performance - Huihua Food and Delisi both hit the daily limit up, showcasing robust market performance [1] - Geshih Food saw a rise of over 15%, reflecting positive investor sentiment [1] - Guolian Aquatic Products increased by over 10%, indicating strong demand in the market [1] Group 2: Market Trends - The overall trend in the food industry is upward, with several companies like Haixin Food, Qianwei Yangchu, Weizhi Xiang, and Yike Food also showing notable gains [1]

Core Viewpoint - The pre-made food sector is experiencing a strong initial performance, with several companies seeing significant stock price increases despite ongoing public disputes among industry figures [1] Group 1: Market Performance - On September 15, the pre-made food concept saw a strong initial rise, with companies such as Delisi (得利斯, 002330.SZ) and Huifa Foods (惠发食品, 603536.SH) reaching their daily price limit [1] - Other companies in the sector, including Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Central Kitchen (千味央厨, 001215.SZ), Gais Food (盖世食品, 836826.BJ), and Yike Foods (益客食品, 301116.SZ), also experienced stock price increases [1]

Core Viewpoint - The recent public dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which continues to show strength in the market despite underlying challenges faced by companies in the industry [1] Industry Summary - The prepared food concept saw initial strength on September 15, with companies like Delisi and Huifa Foods hitting the daily limit up, while others such as Weizhi Xiang, Guolian Aquatic, Qianwei Yangchun, Geshifood, and Yike Foods also experienced gains [1] - The prepared food industry is experiencing both growth and challenges, with a rapid increase in market size alongside diversifying consumer demands and intensified competition [1] - Issues such as inconsistent standards, food safety, and regulatory standards are prevalent in the prepared food sector, which are expected to be addressed as relevant standards are gradually introduced [1] Company Summary - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [1] - Qianwei Yangchun has acknowledged the trust crisis facing the prepared food industry and is implementing several measures to address this, including strict source control and supply chain upgrades, emphasizing the importance of stable raw material supply and quality [1] - The company has established a comprehensive quality monitoring system and developed quality management protocols for different business segments to ensure product excellence [1]

Core Viewpoint - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, which saw a strong initial performance on September 15, with several stocks reaching their daily limit up [3]. Prepared Food Sector Performance - The prepared food concept showed strength with stocks like Delisi (得利斯, 002330.SZ) and Huifa Food (惠发食品, 603536.SH) hitting the daily limit up. Other stocks such as Weizhi Xiang (味知香, 605089.SH), Guolian Aquatic Products (国联水产, 300094.SZ), Qianwei Yangchu (千味央厨, 001215.SZ), and Gaishe Food (盖世食品, 836826.BJ) also experienced gains [3][4]. Company-Specific Insights - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year. The chairman emphasized that the prepared food industry faces both opportunities and challenges, including increasing consumer demand diversity and intensified competition [7]. - Qianwei Yangchu acknowledged the trust crisis in the prepared food industry and has implemented measures to address it, focusing on strict source control and supply chain upgrades, as well as establishing a comprehensive quality monitoring system [7].

Group 1 - The prepared food sector is experiencing a strong rebound, with companies like Huifa Food and Delisi both hitting the daily limit up [1] - Gaisi Food has seen an increase of over 15%, while Guolian Aquatic has risen by more than 10% [1] - Other companies such as Haixin Food, Qianwei Central Kitchen, Weizhi Xiang, and Yike Food are also among the top gainers in this sector [1]

食品加工制造板块震荡走高，得利斯涨停，盖世食品涨超10%，海欣食品、益客食品、西麦食品、千味 央厨、三全食品跟涨。 ...

证券代码：301116 证券简称：益客食品 公告编号：2025-042 本次选举不会导致公司董事会中兼任公司高级管理人员以及由职工代表担 任的董事人数总计超过公司董事总数的二分之一，符合相关法律法规及《公司章 程》的规定。 江苏益客食品集团股份有限公司 关于董事辞职暨选举职工董事的公告 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。 一、部分董事辞职情况 江苏益客食品集团股份有限公司（以下简称"公司"）董事会于 2025 年 9 月 11 日收到公司非独立董事刘家贵先生递交的书面辞职报告。因公司治理结构 及工作调整，刘家贵先生申请辞去公司第三届董事会非独立董事职务并不再担任 公司任何职务。刘家贵先生的辞职不会导致公司董事会成员低于法定最低人数。 截至书面辞职报告递交日，刘家贵先生间接持有公司股份 950,102 股，占公 司总股本的 0.21%，其所持股份将继续按《上市公司股东、董监高减持股份的若 干规定》、《深圳证券交易所上市公司股东及董事、监事、高级管理人员减持股 份实施细则》等法律、法规及相关承诺进行管理；刘家贵先生不存在应当履行而 未履行的承诺事项。刘 ...

证券日报网讯 9月10日晚间，益客食品发布公告称，2025年9月10日，为满足全资子公司沭阳众客种禽 的业务发展需要，公司与南京银行股份有限公司宿迁分行签订《保证合同》，约定公司为沭阳众客种禽 向南京银行申请的授信业务而形成全部债权本金人民币1，500万元提供连带责任保证担保。截至本公告 日，公司及子公司对外累计担保总额81，767.06万元，占公司最近一期经审计净资产的46.37%。 （文章来源：证券日报） ...

北京市金杜律师事务所 关于江苏益客食品集团股份有限公司 2025 年第一次临时股东会 之法律意见书 3. 公司 2025 年 8 月 26 日刊登于巨潮资讯网及深圳证券交易所网站的《江 苏益客食品集团股份有限公司第三届监事会第十七次会议决议公告》； 4. 公司 2025 年 8 月 26 日刊登于巨潮资讯网及深圳证券交易所网站的《江 苏益客食品集团股份有限公司关于召开 2025 年第一次临时股东会的通知》（以 下简称股东会通知）； 5. 公司本次股东会股权登记日的股东名册； 致：江苏益客食品集团股份有限公司 北京市金杜律师事务所（以下简称本所）接受江苏益客食品集团股份有限 公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监 督管理委员会《上市公司股东会规则（2025 年修订）》（以下简称《股东会规 则》）等中华人民共和国境内（以下简称中国境内，为本法律意见书之目的， 不包括中国香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的 法律、行政法规、规章和规范性文件和现行有效的公司章程有关规定，指派律 师出席了公司于 2 ...