重要内容提示： ? 本期业绩预告适用情形：净利润实现扭亏为盈。 证券代码：603609 证券简称：禾丰股份 公告编号：2025-068 债券代码：113647 债券简称：禾丰转债 禾丰食品股份有限公司 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 ? 经禾丰食品股份有限公司（以下简称"公司"）财务部门初步测算，预 计 2025 年 半 年 度 实 现 归 属 于 母 公 司 所 有 者 的 净 利 润 为 19,000.00 万 元 到 ? 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净 润为 11,500 万元到 18,500 万元。 （三）本期业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）归属于母公司所有者的净利润：-3,405.27 万元。归属于母公司所有 者的扣除非经常性损益的净利润：-3,233.46 万元。 利润为 11,500 万元到 18,500 万元。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 的净利润为 19,000.00 万元到 26,000 ...

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Summary of Key Points Core Viewpoint - In the second quarter of 2025, the average prices of 53 major consumer goods in the Shandong province's Mengyin County showed a mixed trend, with 11 items increasing, 18 remaining stable, and 24 decreasing, resulting in an overall price decline of 6.19% compared to the first quarter [1][2]. Group 1: Grain Products - The average prices of two monitored grain products increased by 3.52% compared to the first quarter, with wheat priced at 1.2 yuan per jin and corn at 1.15 yuan per jin, reflecting increases of 2.19% and 4.58% respectively [1]. Group 2: Meat, Poultry, and Eggs - Among eight monitored meat, poultry, and egg products, one price increased, two remained stable, and five decreased, with an average decline of 4.19% compared to the last quarter. Notably, beef rose to 29.5 yuan per jin, up by 5.99%, while prices for pork and chicken saw significant declines [1]. Group 3: Aquatic Products - The average prices of four monitored aquatic products showed two increases and two stable prices, with an average increase of 7.74%. Live crucian carp and carp prices rose to 8.58 yuan and 7.46 yuan per jin, marking increases of 13.19% and 17.76% respectively [1]. Group 4: Vegetables - The average prices of 17 monitored vegetable products saw two increases and 15 decreases, with an average decline of 18.75%. Notable increases included cabbage at 1.09 yuan per jin and carrots at 2.13 yuan per jin, while many other vegetables experienced significant price drops [2]. Group 5: Fruits - Among three monitored fruit products, one price increased and two decreased, resulting in an average decline of 10.53%. Bananas rose to 2.81 yuan per jin, up by 14.24%, while watermelon and pear prices fell significantly [2].

Summary of Key Points - The core viewpoint of the article highlights the price monitoring of 55 major consumer goods in Linyi City, Shandong Province, indicating a stable supply and orderly market operation, with 13 prices rising, 32 remaining stable, and 10 declining as of July 3 [1] Group 1: Price Stability in Staple Goods - Prices of staple food items, including 20 monitored varieties of grain and oil, remained stable with no changes compared to the previous week, with prices for japonica rice and millet at 2.75 yuan and 5.97 yuan per jin respectively [2] Group 2: Meat, Poultry, and Egg Prices - Among 8 monitored meat, poultry, and egg varieties, 2 prices decreased while 6 remained stable, with lean pork and eggs priced at 15.92 yuan and 3.38 yuan per jin, reflecting decreases of 1.04% and 1.12% respectively [3] Group 3: Vegetable Price Trends - Vegetable prices showed a predominant upward trend, with 10 out of 17 monitored varieties increasing, including cucumber, green chili, and kidney bean, which rose by 25.01%, 24.69%, and 17.43% respectively; meanwhile, prices for white radish, ginger, and garlic decreased by 10.11%, 6.56%, and 4.85% respectively [4] Group 4: Fruit Price Movements - Among 5 monitored fruit varieties, 3 saw price increases while 2 experienced declines, with apples, oranges, and pears rising by 0.80%, 6.37%, and 9.15% respectively; conversely, bananas and watermelons fell by 1.23% and 3.41% respectively [5]

Summary of Key Points Core Viewpoint - In June, the average prices of 53 major consumer goods in the traditional markets of Mengyin County, Shandong Province, showed a general increase of 1.66% compared to the previous month, with 12 items rising, 28 remaining stable, and 13 declining [1]. Group 1: Meat, Poultry, and Eggs - The average price of 8 monitored meat, poultry, and egg products remained stable overall, with a slight average decrease of 0.89%. Specific prices included: lean pork at 15 yuan/kg, fatty pork at 12.5 yuan/kg, boneless hind leg meat at 13 yuan/kg, spare ribs at 18 yuan/kg, beef at 30 yuan/kg, lamb at 30 yuan/kg, and white strip chicken at 12 yuan/kg. Eggs decreased by 7.09% to 3.28 yuan/kg [1]. Group 2: Aquatic Products - The average price of 4 monitored aquatic products showed a mixed trend with 2 items increasing and 2 remaining stable, resulting in an average increase of 3.01%. Prices included: live crucian carp at 9.25 yuan/kg (up 8.82%), live carp at 8 yuan/kg (up 3.23%), and both frozen hairtail and frozen mackerel at 10 yuan/kg (stable) [1]. Group 3: Vegetables - The average price of 17 monitored vegetable products increased by 7.45%, with 9 items rising, 1 stable, and 7 declining. Notable price increases included: celery at 2.13 yuan/kg (up 41.67%), cabbage at 1.4 yuan/kg (up 47.37%), and ginger at 5.88 yuan/kg (up 17.5%). Prices for some vegetables decreased, such as potatoes at 1.08 yuan/kg (down 34.85%) [2]. Group 4: Fruits - The average price of 3 monitored fruit products decreased by 12.8%, with 1 stable and 2 declining. Prices included: pears at 2.5 yuan/kg (stable), bananas at 2.5 yuan/kg (down 7.41%), and watermelons at 1 yuan/kg (down 31.03%) [2].

Group 1: Supply Chain Management - Major supermarkets and fresh e-commerce platforms have proactively prepared for flood conditions, ensuring normal operations and sufficient supply of essential goods [1] - Yonghui Supermarket has increased stock levels for essential items such as water, bread, instant noodles, and vegetables, while also conducting drainage inspections and reinforcing outdoor facilities [1] - Hema has arranged flood inspections for all stores and increased delivery vehicles and personnel to manage online order pressures during the rainy weather [1] Group 2: Transportation and Traffic Management - The city's traffic management department has developed preemptive plans to ensure safe and orderly traffic flow during the flood season, focusing on key areas such as major roads and bridges [2] - Comprehensive inspections of potential water accumulation points on major roads and highways have been conducted, with tailored emergency diversion plans established [2] - Enhanced communication mechanisms with emergency management and meteorological departments have been established to improve emergency response capabilities [2][3]

Group 1 - Major supermarkets and fresh e-commerce platforms have implemented flood prevention measures to ensure normal operations and sufficient supply of essential goods during heavy rain in Beijing [1][2][5] - Yonghui Supermarket has increased stock levels of essential items such as water, bread, instant noodles, and vegetables, and has conducted drainage checks to prevent accidents [1][2] - Hema has arranged flood inspections for all stores and increased delivery vehicles and personnel to alleviate pressure on online orders [2] Group 2 - Meituan has issued a weather warning and implemented a policy of exempting delivery riders from penalties for delays during the rain, ensuring that the delivery network operates normally [2] - Major wholesale markets like Xinfadi have organized merchants to prepare for vegetable procurement and transportation, ensuring a stable supply of goods [4] - The Beijing Municipal Bureau of Commerce has proactively prepared for the supply of essential goods, confirming that supplies of meat, eggs, and vegetables are stable and sufficient [5]

Group 1 - In May, the average prices of 54 types of essential consumer goods in Mengyin County showed 11 increases, 21 stable, and 22 decreases, resulting in an overall decline of 4.23% compared to the previous month [1] - For meat, poultry, and egg products, 1 item increased, 3 remained stable, and 4 decreased, with an average decline of 0.42%. Notably, beef rose to 30 yuan/kg, an increase of 5.26%, while pork products saw declines ranging from 0.95% to 3.42% [1] - In the aquatic products category, 2 items increased and 2 remained stable, with an average increase of 5.81%. Live crucian carp and carp prices rose by 6.25% and 16.98%, respectively [1] Group 2 - In the vegetable category, 3 items increased and 14 decreased, leading to an average decline of 13.27%. Prices for cabbage, rapeseed, and carrots increased by 2.7%, 8.2%, and 5.56%, while other vegetables saw significant declines, with some dropping over 25% [2] - For fruits, 1 item increased, 1 remained stable, and 2 decreased, resulting in an average decline of 9.79%. Apple prices rose by 25.81%, while watermelon and banana prices fell by 48.67% and 16.28%, respectively [2]

Group 1 - The China-Chile Entrepreneur Committee held its 20th annual meeting in Beijing, focusing on new opportunities for economic cooperation between China and Chile [1] - The meeting was supported by the Chinese Ministry of Commerce and both Chinese and Chilean embassies, aiming to promote high-quality development under the Belt and Road Initiative [1] - The COO of Benlai Life shared insights on global supply chain construction and practical cases of agricultural trade cooperation between China and Chile [1] Group 2 - Over the past decade, the Chinese consumer market has transitioned from "scale expansion" to "value upgrading," with a growing demand for high-quality and safe imported fresh products [1] - Benlai Life has been collaborating with Chilean suppliers since 2012, becoming one of the first e-commerce platforms to sell Chilean cherries in China [1] - The company has reached over 30 million consumers and 100,000 enterprise clients with Chilean products such as cherries, plums, wine, and salmon [1] Group 3 - In April, Benlai Life successfully hosted the "Earth's Reply: Global Star" health flavor product tasting event, featuring 17 Chilean companies promoting high-quality products [2] - The COO emphasized that China's opening up and the upgrading of the food consumption market present opportunities for businesses [2] - Benlai Life aims to continue exploring high-quality products from global origins and enhance the connection between Chinese consumer power and global resources [2]

Core Viewpoint - The newly released "China Import Consumer Goods Price Index" indicates a dual growth trend in both month-on-month and year-on-year prices for imported consumer goods, reflecting the ongoing increase in consumption and the importance of imported goods in enhancing consumer quality of life [1][2]. Group 1: Import Consumer Goods Price Index - The March index shows a month-on-month increase of 7.2% to 107.2 and a year-on-year increase of 5.2% to 105.2 [1]. - The index is crucial for tracking price changes in imported consumer goods, which have not been independently monitored before [4]. - The index covers seven categories and 1,831 HS codes, providing a comprehensive view of consumer goods across six major consumption areas [4]. Group 2: Economic Significance of Import Expansion - Expanding imports is a key component of China's high-level opening-up strategy and has become a national priority [2]. - In 2024, China's import scale is projected to reach 18.39 trillion yuan, maintaining its position as the world's second-largest importer for 16 consecutive years [2]. - The growth in imported consumer goods is seen as a reflection of domestic market potential and a necessary outcome of consumption upgrades [2][3]. Group 3: Trends in Consumer Behavior - There is a structural transformation in imported consumer goods, with a dual drive from essential goods and high-end products [7]. - The demand for basic necessities like meat and fruits has stabilized at an import growth rate of around 8%, while high-end categories have seen a compound growth rate exceeding 25% [7]. - Digital technologies are reshaping trade ecosystems, enhancing efficiency and consumer experience in the import market [7]. Group 4: Cross-Border E-commerce Growth - Cross-border e-commerce has emerged as a significant growth engine for imports, with a 10.8% increase in 2024, accounting for 6% of total imports [5]. - The establishment of cross-border e-commerce comprehensive pilot zones is expected to further enhance import efficiency and market access [6]. - The expansion of the cross-border e-commerce product list and reduced approval times are contributing to lower import costs and increased consumer benefits [8]. Group 5: Future Outlook - The transition from scale expansion to quality upgrading in the import consumer goods market is driven by both international trade dynamics and evolving consumer demands [8]. - Predictions indicate that by 2030, cumulative imports from developing countries could exceed 8 trillion USD, presenting significant opportunities for global markets [8].