002726 Shandong Longda Meishi
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Shandong Longda Meishi News
Express News | Longda Food Breeding Team Visited Shuxin Pig Company to Investigate Black Pig Breeding
Longda Food (002726) Company's First Coverage Report: “One, Two Wings” New Layout Brings Full Strength to Prepared Dishes
Investment advice: Prepared dishes are growing rapidly, and the slaughter business is expected to improve. The “gain” rating The prepared food industry is in a period of rapid penetration. The industry is booming and flourishing. Currently, prepared dishes are mainly on the B-side, with strong customer stickiness and pioneering
Longda Convertible Bonds: The debt-to-equity conversion price will not be revised downward
Shandong Longda Food Co., Ltd. announced that from April 21, 2024 to May 8, 2024, the closing price of the company's stock for ten trading days was lower than 90% (i.e. 8.37 yuan/share) of the current conversion price of “Longda Convertible Bonds”, which has triggered the share conversion price correction clause. On May 8, 2024, the company held the 21st meeting of the 5th board of directors to review and pass the “Proposal on Not to Revise the Convertible Corporate Bond Exchange Price Downwards”. The board of directors decided not to exercise the right to revise the “Longda Convertible Bonds” share conversion price downward this time, and at the same time within the next three months (that is, from May 9 to 2024 to May 9, 2024
Longda Food (002726): Profit recovered in 24Q1, and the share of revenue in the food sector increased rapidly
Investment highlights The company's performance in 2023 is still recovering. 24Q1 revenue declined slightly, and profit increased. In 2023, the company achieved revenue of 13.318 billion yuan, -17.36% over the same period last year; achieved net profit of -15.
Longda Food (002726): Big single products drive rapid growth and adjustment of the main business to promote profit improvement
Incident: The sharp loss in the 23-year performance was mainly due to the continued slump in pig prices compounded by the impact of the epidemic. The company accumulated asset impairment reserves of about 450 million yuan for inventory and biological assets, and calculated asset disposal losses of about 130 million yuan. In order to reverse losses, the government
Longda Food (002726) Company Dynamic Research: 2024Q1 can be expected to improve the growth of the food sector month-on-month
Event: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved operating income of 13.318 billion yuan, -17.36% year-on-year; net profit to mother - 1,538 billion yuan, 2022
Express News | Ping An Securities: Focus on leading prepared food companies that already have a competitive advantage
Longda Food (002726.SZ): 2023 net loss of 1,538 billion yuan
On April 15, Ge Longhui (002726.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 13.318 billion yuan, a year-on-year decrease of 17.36%; net profit attributable to shareholders of listed companies - 1,538 billion yuan, year-on-year profit and loss; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 1,364 billion yuan; and basic earnings per share - 1.43 yuan.
Longda Food (002726.SZ) has not produced pickled plums, vegetables, and pork
Gelonghui March 18 | Longda Food (002726.SZ) said on the investor interactive platform that the company does not produce pickled plums with minced meat. The company adheres to quality first, has built a food safety and security system for the whole industry chain with source control, quality system and product inspection as the core, and has established and perfected a quality traceability and safety supervision system throughout the entire chain from raw material production, processing and distribution.
Shandong Longda Food responds to “ham is suspected to have eaten a mouse tail”: it was determined that it was not an animal tail
Gelonghui, March 3 | “Longda Food” WeChat Official Account released an information note on March 3: On February 29, there was a media report that “Longda Meat Dishes without starch is suspected of eating a mouse's tail”. Our company attaches great importance to and actively cooperates with market supervisory authorities in carrying out investigations. Experts from the Shandong Animal Disease Prevention and Control Center and the Jinan Agricultural Product Quality and Safety Center assessed the appearance of the “foreign matter” in the ham involved. The “foreign matter” was a hollow tube with no bone structure, with an outer diameter of about 2.5 mm and an inner diameter of about 1 mm. The expert opinion is that it is not an animal tail; it is highly suspected to be an animal blood vessel. Through Shandong Province Food and Drug
Wang Haojie, general manager of Longda Food (002726.SZ), resigns
Longda Food (002726.SZ) issued an announcement. The board of directors of the company recently received a message from Mr. Wang Haojie, the company's general manager...
Longda Food (002726.SZ): A total of 22 kinds of meat products and prepared dishes were launched this year for the Spring Festival food gift box
Gelonghui, January 31 | Longda Food (002726.SZ) said on the investor interactive platform that a total of 22 types of meat products and pre-prepared food gift boxes have been launched this year, and special gift boxes such as beef with sauce, naturally dried sausage gift boxes, etc. have been added. The new products include fresh meat enema, etc., which can be purchased through online applets and offline supermarkets.
Longda Food (002726.SZ): A new fresh meat enema product was launched in the fourth quarter of '23, sales exceeded 10 million in two months
Gelonghui, January 31 | Longda Food (002726.SZ) said on the investor interactive platform that the company's revenue from prepared dishes exceeded 1.9 billion yuan in 23, an increase of nearly 50% over the same period last year. The fat sausage series surpassed 300 million yuan, and the sausage products exceeded 100 million yuan. In addition, the company introduced a new fresh meat enema product in the fourth quarter of '23, and sales exceeded 10 million in two months after launch.
Longda Food: Currently, the number of sows that can be bred is still high, and the supply pressure for pigs is still high in 2024
Gelonghui, January 31 | Longda Food's recent investor relations activity record table shows that from the supply side, the current number of sows that can breed is still high. The pressure on pig supply is still high in 2024. As demand increases in the second half of the year, it will gradually increase, but no major breakthrough is expected. However, the reduction in upstream costs will bring a cost advantage to the downstream food sector to a certain extent. The overall design capacity of slaughter is 15 million heads, and the capacity utilization rate is about 50-60%; the overall design capacity of farming is controlled within 10% of the slaughter capacity; the current food processing capacity is 155,000 tons, and the plant under construction is about 175,000
Longda Food (002726.SZ): Gift box sales are expected to increase by more than 20% this year compared to the same period last year
Gelonghui January 31 | Longda Food (002726.SZ) revealed an investor relations activity record table showing that gift box sales this year are expected to increase by more than 20% over the same period last year. This year, a total of 22 kinds of meat products and pre-prepared food gift boxes for the Spring Festival were launched, and special gift boxes such as beef with sauce and naturally dried sausage gift boxes were added, which were sold through online applets and offline supermarkets. Judging from current feedback, sales in offline supermarkets have exceeded expectations, and many models of online applets have already been sold out ahead of schedule and are actively being restocked.
Longda Food (002726.SZ): The prepared food business is the company's key development sector for the next 3-5 years
Gelonghui, January 31 | Longda Food (002726.SZ) disclosed an investor relations activity record table showing that since the company established the main food strategy, the prepared food business has been the main source of growth for the food sector. The business had revenue of 1,182 billion yuan in '21, revenue of 1,314 billion yuan in '22. Revenue exceeded 1.9 billion yuan in '23, an increase of nearly 50% over the same period last year. The prepared food business is also a key development sector for the company in the next 3-5 years. The channel side will focus mainly on the B-side, while continuing to strengthen the development of the small and medium B-side, and enhance brand influence through the C-side. The product aspect will mainly focus on raw meat
Longda Food (002726.SZ): Pre-loss of 1,360 billion yuan to 1,760 billion yuan in 2023
Gelonghui, January 30 | Longda Food (002726.SZ) announced its 2023 annual results forecast. Net profit loss attributable to shareholders of listed companies during the reporting period was 1.36 billion yuan to 1,760 billion yuan, profit of 753.756 million yuan for the same period last year; net profit loss after deducting non-recurring profit and loss of 1,210 million yuan - 1,570 billion yuan, profit for the same period last year; basic earnings loss per share was 1.26 yuan/share - 1.63 yuan/share. During the reporting period, the sales price of hairy pigs and pork market prices continued to fall, compounded by the impact of the epidemic. The company's traditional sector business
Longda Food (002726.SZ): Received a total of 86354 million yuan in government subsidies
Glonghui on December 15 | Longda Food (002726.SZ) announced that the company and its subsidiaries received a total of 8,6354 million yuan in income-related government subsidies from January 1, 2023 to December 14, 2023, accounting for 11.46% of the company's most recent audited net profit attributable to shareholders of listed companies.
Changes in A-shares丨Longda Food hits a new high of more than a year and a half, and this year's prepared cuisine revenue can reach the 1.8 billion yuan target planned at the beginning of the year
Gelonghui, December 11 | Longda Food (002726.SZ) rose more than 6% to 8.49 yuan, a new high of more than a year and a half, with a total market value of 9.162 billion yuan. When surveyed, Longda Food said that currently fatty sausage, grilled sausage, bacon, and crispy meat products account for a relatively high share, all exceeding 100 million yuan. The overall target for fat sausage products this year is 250-300 million. Sausage products have been growing rapidly this year, mainly in Western-style fast food scenarios, and their market popularity is relatively high. They are expected to exceed 100 million this year. The revenue of prepared vegetables in the first three quarters was 1,509 billion yuan, up 67.64% from the same period last year
Longda Food (002726.SZ): Prefabricated cuisine is a key development sector in the next 3-5 years, and will focus mainly on the B-side
Glonghui, December 11|Longda Food (002726.SZ) recently disclosed a record list of investor relations activities, showing that since the company established its main food strategy, prepared dishes have been the main source of growth in the food business, with revenue of 1,182 billion yuan in '21 and $1,314 billion in '22. Revenue for the first three quarters of the year ended 23 was 1,509 billion dollars, up 67.64% from the same period last year. At present, the revenue target of 1.8 billion dollars planned at the beginning of the year can be achieved. Prepared food is the company's key development sector for the next 3-5 years. The channel side will mainly focus on the B-side, while continuing to strengthen the development and integration of the small to medium B-side
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