报告期内，肉鸭产业链屠宰、鸭苗等业务环节市场需求不及预期，周期性、暂时性产能相对过剩，产品价格降幅大于 产品成本降幅，导致毛利大幅缩减，其中鸭产品毛利同比减少约2.2亿元，鸭苗毛利同比减少约2.7亿元，为报告期内 公司毛利减少的主要原因。 此外，预计本报告期非经常性损益影响归属于上市公司股东的净利润约为2500万元，主要为计入当期损益的政府补 助。 1月20日，益客食品发布公告称，公司预计2025年净亏损2.6亿至2.9亿元，同比转亏。 关于业绩变动原因，公告说明，报告期公司鸡产品、鸭产品、鸡苗、鸭苗等主要产品的销量同比变化不大，营业收入 同比下降约9%，营业收入的下降主要系公司主要产品的销售价格下降所致；公司净利润、归属于上市公司股东的净利 润降低主要系因公司鸭产品、鸭苗等主要产品销售价格降幅大于成本降幅，公司毛利减少所致。 （企业公告） ...

北京商报讯（记者 郭秀娟 王悦彤） 1月20日，益客食品发布公告称，预计2025年归母净利润为-2.9亿元 至-2.6亿元，比上年同期下降389.51%至359.56%。 对于业绩变化原因，益客食品表示，报告期公司鸡产品、鸭产品、鸡苗、鸭苗等主要产品的销量同比变 化不大，营业收入同比下降约9%，营业收入的下降主要系公司主要产品的销售价格下降所致；公司净 利润、归属于上市公司股东的净利润降低主要系因公司鸭产品、鸭苗等主要产品销售价格降幅大于成本 降幅，公司毛利减少所致。报告期内，肉鸭产业链屠宰、鸭苗等业务环节市场需求不及预期，周期性、 暂时性产能相对过剩，产品价格降幅大于产品成本降幅，导致毛利大幅缩减，其中鸭产品毛利同比减少 约2.2亿元，鸭苗毛利同比减少约2.7亿元，为报告期内公司毛利减少的主要原因。 ...

Group 1 - The core point of the article is that Zhejiang Huatong Meat Products Co., Ltd. has won the bid for the frozen pork reserve project in Longyou County, with a contract amount of 158.34 million [1][2] - The project announcement was published by the Longyou County Economic and Information Technology Bureau on December 28, 2025 [2] - Zhejiang Huatong Meat Products Co., Ltd. has invested in 80 enterprises and participated in 119 bidding projects, indicating its active role in the industry [1] Group 2 - The company holds 52 trademark registrations, 15 patents, and 1 copyright, showcasing its intellectual property portfolio [1] - Additionally, Zhejiang Huatong has obtained 5,232 administrative licenses, reflecting its compliance and operational capabilities [1]

采购方：龙游县经济和信息化局 供应商：浙江华统肉制品股份有限公司 中标金额：152006.4 地区：浙江省 发布日期：2025-12-10 通过天眼查大数据分析，浙江华统肉制品股份有限公司共对外投资了79家企业，参与招投标项目115 次；财产线索方面有商标信息52条，专利信息15条，著作权信息1条；此外企业还拥有行政许可5232 个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，根据天眼查APP-财产线索数据整理，根据龙游县经济和信息化局12月10日发布的《龙 游县2026年冻猪肉储备项目的成交结果公告》内容显示，浙江华统肉制品股份有限公司中标，详情如 下： 标题：龙游县2026年冻猪肉储备项目的成交结果公告 ...

每经AI快讯，益客食品（SZ 301116，收盘价：11.51元）12月11日晚间发布公告称，公司于2025年12月 11日召开了第三届董事会第二十次会议，审议通过了《关于公司使用闲置自有资金购买理财产品的议 案》，同意公司及子公司拟使用不超过1亿元闲置自有资金购买安全性高、流动性好、风险低的理财产 品，资金使用期限自2026年1月1日起至2026年12月31日止，在上述额度内，资金可以滚动使用。上述事 项尚需提交公司股东会审议。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 （记者 王瀚黎） 2024年1至12月份，益客食品的营业收入构成为：屠宰板块占比69.98%，饲料板块占比15.19%，种禽板 块占比5.04%，羽绒占比4.41%，其他板块占比2.99%。 截至发稿，益客食品市值为52亿元。 ...

Group 1 - The core theme of the event held in Zhucheng is "New Starting Point, New Journey, New Momentum," showcasing the evolution of the "Zhucheng Model" and the 50-year history of Zhucheng Foreign Trade Co., Ltd [1] - The newly launched Zhucheng Foreign Trade Health Food Industrial Park is designed with high automation in slaughtering and processing, aiming to process 100 million chickens annually and achieve sales revenue of 5 billion yuan [1] - Zhucheng Foreign Trade has evolved from a small foreign trade company with only 7 employees to a significant player in the agricultural industrialization sector, implementing the "company + base + farmer" model to integrate traditional farming into the market [1] Group 2 - Zhucheng Foreign Trade now encompasses a full industrial chain in the poultry sector, including feed processing, breeding, and slaughtering, with over 1,000 product varieties exported to more than 30 countries [2] - The company is the largest corn starch deep processing enterprise in Asia, with an annual corn processing capacity of 15 million tons, producing over 400 products in seven categories [2] - Zhucheng has developed two major industrial clusters: a bio-manufacturing cluster with an annual corn processing volume of 3.7 million tons and a health food cluster with a projected total output value of 31.9 billion yuan in 2024 [2]

Core Viewpoint - Zhejiang Huatong Meat Products Co., Ltd. plans to engage in hedging activities to mitigate potential risks from raw material price fluctuations [1][2]. Group 1: Business Details - The company is involved in feed processing, livestock farming, slaughtering, and deep processing of meat products [2]. - The purpose of the hedging activities is to utilize futures and options to effectively manage adverse impacts from raw material price volatility, thereby enhancing operational efficiency and ensuring sustainable business operations [2]. - The hedging will focus on products and raw materials related to its operations, including soybeans, soybean meal, palm oil, corn, starch, and various livestock products [2]. - The total amount for hedging activities will not exceed RMB 20 million, using the company's own funds without involving raised funds or bank credit [2]. Group 2: Approval Process - The proposal for hedging activities was approved during the 22nd meeting of the fifth board of directors on August 25, 2025, and does not require shareholder approval [3]. Group 3: Risk Management Measures - The company has established several risk control measures, including aligning hedging activities with operational needs, strict funding controls, and monitoring futures trading to avoid liquidity risks [4]. - A dedicated team will monitor contracts, set stop-loss targets, and manage customer credit to mitigate risks [4]. - The appointed sponsor, China Merchants Securities Co., Ltd., has confirmed that the company has followed necessary legal procedures and has established relevant internal controls and risk management systems [4].

Group 1: Company Performance Overview - In 2024, Yike Food achieved a sales revenue of 20.8 billion CNY, remaining stable compared to 2023, while net profit reached 100 million CNY, a year-on-year increase of approximately 160% [2] - In Q1 2025, revenue was around 4.1 billion CNY, with a loss of 71 million CNY, primarily due to low prices of duck products and ducklings [2][3] Group 2: Future Goals and Strategies - The company aims to achieve a closed-loop supply chain in the meat duck sector within 2-3 years, maintaining its leading position in the industry [3] - In the meat chicken sector, the goal is to enter the top tier of the industry in terms of slaughter volume, focusing on enhancing breeding capabilities [3] - The new factory in Pizhou is expected to increase production capacity and expand into high-growth channels like Chinese fast-food chains [3] Group 3: Profit Trends and Market Conditions - In Q1 2025, the meat duck segment faced losses in both slaughter and duckling stages, while the meat chicken segment showed slight profitability in slaughter but losses in chick production [3] - Anticipated improvements in Q2 due to the exit of small-scale producers and a recovery in consumer demand, with significant price recovery expected in Q3 [3] - The duck by-products market is currently challenged by consumer downgrade and competition, leading to lower prices; the company plans to enhance product quality and differentiate its brand [3][4] Group 4: Capital Expenditure and R&D Focus - The company’s capital expenditure will primarily focus on technological upgrades, particularly in automation for chicken slaughter efficiency [4] - R&D investments will increase to enhance food product development and explore new breeding models to improve efficiency [4] - The company is also looking to incubate or invest in market operation companies to enhance e-commerce and chain channel collaborations [4] Group 5: Industry Outlook - The white feather chicken industry is experiencing overcapacity, with a continued state of supply exceeding demand, leading to low profitability [4] - Future profitability will depend on the quality of breeding stock and the optimization of breeding indicators such as survival rates and feed conversion ratios [4]