Core Viewpoint - Southbound funds increased their holdings in WH Group Limited (00288.HK) by 3,500 shares on November 26, 2025, indicating a slight positive sentiment towards the company despite some recent fluctuations in holdings [1]. Summary by Sections Southbound Fund Activity - In the last five trading days, there were two days of net reductions in holdings, totaling 1.726 million shares [1]. - Over the past 20 trading days, southbound funds increased their holdings on 15 days, with a total net increase of 47.9739 million shares [1]. - As of now, southbound funds hold 619 million shares of WH Group, accounting for 4.82% of the company's total issued ordinary shares [1]. Shareholding Changes - On November 26, 2025, the total number of shares held was 619 million, with a change of 3,500 shares, reflecting a 0.00% change [2]. - On November 25, 2025, there was an increase of 329,000 shares, a 0.05% change [2]. - On November 24, 2025, there was a decrease of 2.225 million shares, a -0.36% change [2]. - On November 21, 2025, a decrease of 1.0305 million shares was recorded, a -0.17% change [2]. - On November 20, 2025, an increase of 1.197 million shares was noted, a 0.19% change [2]. Company Overview - WH Group Limited primarily engages in the pork business and operates through three segments: meat products, pork, and others [2]. - The meat products segment involves the production, wholesale, and retail of both chilled and frozen meat products [2]. - The pork segment includes the slaughtering of live pigs, wholesale and retail of fresh and frozen pork, and pig farming [2]. - The other segment is involved in poultry slaughtering and sales, as well as providing related products and services, including logistics, seasoning production, and financial services [2].

Group 1 - Southbound funds increased their holdings in WH Group Limited (00288.HK) by 1,500 shares on October 17, 2025 [1] - Over the past 5 trading days, there has been a cumulative net increase of 12,134,500 shares held by southbound funds [1] - In the last 20 trading days, the total net increase in holdings by southbound funds reached 57,603,300 shares [1] Group 2 - As of now, southbound funds hold 552 million shares of WH Group Limited, accounting for 4.29% of the company's total issued ordinary shares [1] - The company operates primarily in the pork business through three segments: meat products, pork, and others [2] - The meat products segment is involved in the production, wholesale, and retail of both chilled and frozen meat products [2]

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 - Trump threatens to revert to higher tariffs if agreements are not reached with specific countries, indicating a potential end to the 90-day tariff suspension [1] - The Chinese Embassy in the U.S. responds to Trump's demands for substantial concessions from China, urging for a dialogue based on mutual trust [3] - The International Monetary Fund (IMF) lowers global economic growth forecasts for this year and next, attributing part of the decline to U.S. tariff policies [4] Group 2 - Critics highlight that tariffs are paid by U.S. importers, not the exporting countries, leading to increased costs for American consumers and businesses [6] - The American Soybean Association reports an 82% drop in China's purchases of U.S. soybeans compared to the previous year, forcing farmers to switch crops [8] - Tyson Foods has initiated an emergency stockpiling plan for frozen pork, raising inventory levels to a historical peak, but analysts warn that this stock can only sustain normal supply for 45 days [8]

Group 1 - The Brazilian agricultural minister announced that South Korea will exempt tariffs on Brazilian pork exports [1] - The tariff exemption applies to a quota of 10,000 tons of frozen pork, excluding pork belly [1]