近日，新希望于投资者关系平台就近期舆论所关注的焦点问题进行了集中回应。 从上海绿捷食品安全事件，到河北千喜鹤涉嫌串通投标事宜，再到养猪成本承压以及社会责任履行情况，投资者的密集提问，充分反映出公众对于农业龙 头企业在产业链关联、食品安全管控以及周期应对能力等方面的高度关注。 新希望：上市公司与绿捷无股权管理业务联系 （一）高频提问背后的信任危机 投资者针对新希望与上海绿捷的关联关系进行了多次追问，其中核心矛盾在于：绿捷作为上海500余所学校的供餐单位，因"发臭虾仁炒蛋"事件被立案调 查。 登录新浪财经APP 搜索【信披】查看更多考评等级 （来源：博亚和讯） 企查查数据显示，在河北千喜鹤饮食的股权结构中，国坤世纪持股78.1%，李国库为法定代表人，与新希望公开披露的子公司体系的确不存在直接关联。 经股权穿透显示，新希望创始人家族通过KGF间接控制绿捷，且前新希望高管陶煦曾担任绿捷董事长。对此，新希望董秘反复强调"上市公司与绿捷不存 在股权、管理及业务联系"，然而投资者对"关联关系是否通过家族信托或非公开渠道存在"表示质疑。 （二）社会责任与品牌反噬风险 上海绿捷食品安全舆论持续发酵，其已对新希望品牌造成了连带负 ...

Core Viewpoint - The opening of the upgraded Yonghui Supermarket in Xiamen's Jimei District represents a significant enhancement in the retail landscape, aligning with local consumption promotion policies and aiming to provide a high-quality shopping experience for residents [1][25]. Store Upgrade Details - The new store, located in the basement of the Anxin Vanke Mall, covers an area of 1,758 square meters and targets nearby communities and young families, focusing on "quality living + convenient service" [3]. - The store features approximately 7,100 selected products, with nearly 3,600 from first and second-tier brands, and 14.8% of imported goods, closely mirroring the product structure of the "Fat Donglai" model [5][25]. - The product upgrade emphasizes higher quality, differentiation, and local relevance, catering to the dietary habits and quality demands of residents in Fujian [5]. Product Categories - The fruit and vegetable section introduces a three-dimensional matrix focusing on "livelihood attraction + quality differentiation + trendy new products," including both traditional and trendy items [6]. - The meat and poultry section highlights local freshness and quality upgrades, featuring a mix of international and domestic brands [8]. - The seafood area enhances the coastal theme by introducing a variety of imported seafood and offering live fish cutting services, enhancing customer experience [10]. - The bakery and deli sections have added popular items and diverse instant food options to attract younger customers [12]. Environmental and Service Enhancements - The store environment has been revamped for better visibility and comfort, with upgraded lighting and wider aisles to create a pleasant shopping atmosphere [13]. - New customer service facilities include health measurement tools and convenience items, enhancing the overall shopping experience [15]. - The store implements strict food safety measures, including a freshness management system to ensure product quality [17]. Employee Welfare Improvements - The number of employees has increased from 66 to 100, with salary and welfare enhancements to improve job satisfaction and service quality [19]. - The management emphasizes the importance of employee care, aiming to foster a respectful and warm service environment [21]. Market Impact and Future Plans - The store's opening coincides with the Mid-Autumn Festival and National Day, featuring seasonal products to meet diverse consumer needs [23]. - The successful performance of the first upgraded store in Xiamen, with over 800% sales growth in the first week, validates the effectiveness of the upgrade model [23]. - Yonghui plans to continue adopting the "Fat Donglai" model to enhance quality retail, aiming to better meet the needs of mainstream Chinese families and support high-quality market development in Xiamen [25].

Group 1 - Hainan Agricultural Reclamation Investment Holding Group is implementing a long-term mechanism for officials to work at the grassroots level, promoting problem-solving and enhancing management effectiveness [2][4][9] - The company encourages young managers to participate in hands-on training, such as rubber tapping, to better understand the production process and improve collaboration across departments [3][4] - The initiative has led to a significant improvement in communication and problem-solving capabilities within the workforce, fostering a culture of practical engagement [3][6][9] Group 2 - Hainan Agricultural Reclamation Pig Industry Company has established a system requiring headquarters employees to spend time on-site, enhancing their understanding of operational challenges and facilitating direct problem resolution [6][7] - The company successfully identified and addressed issues related to feed conversion rates by developing customized nutrition plans, resulting in substantial cost savings [7][8] - A mechanism for immediate problem-solving has been implemented, allowing for efficient handling of procurement and operational needs directly at the production sites [8][9]

Core Viewpoint - The event held in Guangxi's Resource County aimed to promote local agricultural products through live streaming and cultural activities, enhancing brand awareness and sales channels for unique products [1][4]. Group 1: Event Overview - The "Supply and Marketing Fair" live streaming event took place on August 8, 2025, in the Shishandi Scenic Area, showcasing Resource County's specialty agricultural products [1]. - Local officials, including the Deputy Secretary of the Resource County Committee, participated in endorsing the products, while local village hosts provided detailed product introductions through online presentations [1]. Group 2: Cultural Activities - The event featured traditional ethnic minority performances, including the bamboo pole dance, which engaged both local residents and tourists, highlighting the cultural richness of the region [1][5]. Group 3: Sales and Partnerships - Following the event, a shipment of agricultural products worth 30,000 yuan (approximately 4,500 USD) and weighing 5 tons was sent directly to Shenzhen [4]. - A procurement agreement worth 10 million yuan (approximately 1.5 million USD) was signed between Shenzhen's Kaiwei Yuan Catering Group and local agricultural companies, facilitating the entry of Resource County's quality products into the Greater Bay Area [4]. Group 4: Future Plans - Resource County plans to continue leveraging the "Supply and Marketing Fair + Live Streaming" model to expand sales channels for local products, with a focus on training and supporting local "new farmers" [7]. - The county aims to innovate in live streaming formats and content, contributing to the sales of local specialty products and the rural revitalization initiative [7].

Group 1 - The area of West Niu Mazu bamboo shoots planting has increased by 11.85% year-on-year as part of the "Hundred Million Thousand Project" and the ecological construction of Green Beautiful Guangdong [2][3] - The black pig market has shown steady growth, with an expected national output of 21.8 million heads in 2024, an increase of 2.55 million heads compared to 2023, and market share rising from less than 2% in 2014 to 5% currently [14][15][16] - The annual subsidy of 3,600 yuan for rural children is seen as a significant support for low-income families, helping to alleviate economic burdens and improve children's access to healthcare [8][9][10][11][12][13] Group 2 - The e-commerce live streaming competition in Huaiji County aims to showcase local agricultural products and enhance the skills of new farmers, promoting the brand of "Lingnan Vegetable Town" [21][24][28] - The implementation of the "Hundred Million Thousand Project" in Qingwen Village has transformed it into a model village for rural governance, focusing on revitalizing idle resources and strengthening collective economic power [30][32][33][34] - The upcoming heavy rainfall in Guangdong is expected to bring localized storms, with significant rainfall forecasted for several regions, impacting agricultural activities [42][44][46]

Core Viewpoint - The company is undergoing a restructuring process aimed at stabilizing its operations and enhancing profitability, focusing on its core business areas of feed, pig farming, and food processing while addressing financial challenges and optimizing production capacity [8][9][20]. Group 1: Meeting and Voting Procedures - The annual shareholders' meeting is scheduled for June 24, 2025, with both on-site and online voting options available [2][5]. - Shareholders must register and provide necessary documentation for attendance, and questions must be submitted in advance [1][2]. - Voting will be conducted through a combination of on-site and online methods, with specific time slots designated for each [2][5]. Group 2: Financial Performance - The company reported a significant decline in revenue, with total operating income of approximately 8.76 billion yuan in 2024, a decrease of 54.97% compared to the previous year [9][13]. - The net profit attributable to shareholders was approximately -1.20 billion yuan, reflecting ongoing financial difficulties [14]. - The company’s total assets decreased by 30.23% to approximately 9.51 billion yuan [14]. Group 3: Business Segments Performance - The feed segment generated revenue of approximately 580.78 million yuan, down 45.76% year-on-year, with a sales volume of 172.18 thousand tons, a decrease of 36.70% [16][17]. - The pig farming segment reported revenue of approximately 190.26 million yuan, a decline of 64.22%, with a total of 209.84 thousand pigs sold, down 64.19% [17]. - The food processing segment achieved revenue of approximately 99.27 million yuan, a decrease of 64.64%, with a total of 49.62 thousand pigs processed, down 29.97% [19]. Group 4: Strategic Outlook - The company aims to focus on high-quality and stable development, with strategies to optimize feed production, enhance pig farming efficiency, and expand food processing capabilities [22][24]. - The 2025 operational targets include feed sales of 245 thousand tons, pig sales of 250 thousand heads, and food processing revenue of 2 billion yuan [24][26]. - The company plans to leverage its restructuring to improve supply chain management, enhance customer relationships, and optimize production processes [24][25].