登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002458 证券简称：益生股份 公告编号：2026-003 山东益生种畜禽股份有限公司 关于控股股东部分股份质押延期购回的公告 注：上述限售股均不包含高管锁定股。 二、其他说明 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 山东益生种畜禽股份有限公司（以下简称"公司"）近日接到控股股东、实际控制人曹积生先生通知，获 悉其所持有公司的部分股份办理了质押延期购回业务，具体事项如下： 一、控股股东部分股份质押延期购回的基本情况 1、本次股份质押延期购回基本情况 ■ 注：2025年4月"国泰君安证券股份有限公司"公司名称变更为"国泰海通证券股份有限公司"。 2、控股股东股份累计质押情况 截至公告披露日，控股股东及其一致行动人所持质押股份情况如下： ■ 截至本公告日，公司控股股东曹积生先生具备相应的资金偿还能力，质押的股份不存在平仓风险或被强 制过户风险，质押风险在可控范围之内，质押行为不会导致公司实际控制权发生变更，对公司生产经 营、公司治理等不会产生影响。后续若出现平仓风险，曹积生先生将采取包括但不限于补 ...

Core Viewpoint - Yisheng Co., Ltd. announced the use of idle raised funds to temporarily supplement working capital, ensuring that it does not affect the progress of investment projects [2] Group 1: Company Actions - The company will hold the 24th meeting of the sixth board of directors and the 19th meeting of the sixth supervisory board on January 9, 2025 [2] - The board approved the proposal to use no more than RMB 430 million of idle raised funds for temporary working capital, with a usage period not exceeding 12 months from the date of board approval [2] Group 2: Financial Management - As of the date of the announcement, the company has returned all of the RMB 280.7 million previously used for temporary working capital to the special account for raised funds, with the usage period not exceeding 12 months and the amount within the board-approved limit [2]

Core Viewpoint - The outbreak of highly pathogenic avian influenza in France has disrupted the supply of breeding chickens to China's white feather broiler industry, prompting a renewed focus on the need for domestic breeding autonomy [2][3]. Group 1: Impact of Avian Influenza - The avian influenza outbreak in France has led to the suspension of breeding chicken imports, affecting companies like Yisheng [3]. - Yisheng's planned importation of breeding chickens in late January 2026 has been halted, with no clear timeline for resumption [3]. - The poultry industry has faced multiple interruptions in breeding imports due to avian influenza in recent years, highlighting the vulnerability of the supply chain [3]. Group 2: Company Response and Strategy - Yisheng has proactively built reserves, having imported 266,000 sets of breeding chickens in 2025, accounting for over 40% of the national total [4]. - The company expects an increase in the supply of parent breeding chickens in 2026 compared to 2025, mitigating short-term impacts from the import suspension [4]. - Yisheng plans to increase its parent breeding stock to 10 million sets and expand its chick production capacity to 1 billion over the next four years [7]. Group 3: Market Dynamics and Price Trends - The price of parent breeding chickens has risen continuously since September 2025, reaching over 53 yuan per set, driven by reduced imports and expected future price increases [5]. - The domestic self-breeding ratio has exceeded 59%, with self-breeding chickens accounting for a significant portion of the total breeding stock, providing a buffer against external supply disruptions [6]. - The impact of the breeding interruption is expected to manifest gradually, potentially leading to a decrease in market supply and an increase in prices for broiler chickens by the second quarter of 2027 [6]. Group 4: Long-term Industry Considerations - The industry is being compelled to confront the fundamental issue of breeding autonomy, as domestic breeding strains still lag behind imported varieties in key performance metrics [6]. - Experts suggest that integrating domestic breeding resources and increasing R&D investment are essential for overcoming current limitations and enhancing competitiveness [6].

（记者 王晓波） 每经头条（nbdtoutiao）——培训5天就考证！滑雪教练速成班乱象调查：零基础也可报名，学时还 能"注水" 每经AI快讯，益生股份1月8日晚间发布公告称，公司近日接到控股股东、实际控制人曹积生先生通 知，获悉其所持有公司的部分股份办理了质押延期购回业务。截至本公告日，曹积生累计质押股数约为 1.92亿股，占其所持股份比例为42.43%。 ...

关于控股股东部分股份质押延期购回的公告 证券代码：002458 证券简称：益生股份 公告编号：2026-003 山东益生种畜禽股份有限公司 关于控股股东部分股份质押延期购回的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 山东益生种畜禽股份有限公司（以下简称"公司"）近日接到控 股股东、实际控制人曹积生先生通知，获悉其所持有公司的部分股份 办理了质押延期购回业务，具体事项如下： 一、控股股东部分股份质押延期购回的基本情况 | 股东 名称 | 是否为控 股股东或 第一大股 东及其一 | 延期购回 数量 （股） | 占其所 持股份 比例 | 占公司 总股本 比例 | 是否为 限售股 | 质押 起始日 | 原质押 到期日 | 现质押 到期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 曹积生 | 致行动人 是 | 13,040,000 | 2.89% | 1.18% | 否 | 2025 年 | 2026 年 | 2027 年 | 国泰 ...

关于归还暂时补充流动资金的闲置募集资金的公告 证券代码：002458 证券简称：益生股份 公告编号：2026-002 山东益生种畜禽股份有限公司 关于归还暂时补充流动资金的闲置募集 资金的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 山东益生种畜禽股份有限公司（以下简称 "公司"）于 2025 年 1 月 9 日召开第六届董事会第二十四次会议及第六届监事会第十 九次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资 金的议案》，同意公司在确保不影响募集资金投资项目建设进度的情 况下，使用不超过人民币 4.3 亿元闲置募集资金暂时补充流动资金， 使用期限自董事会审议通过之日起不超过 12 个月。具体内容详见 2025 年 1 月 11 日公司刊登于《中国证券报》《上海证券报》《证券 时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）的《关于 使用部分闲置募集资金暂时补充流动资金的公告》（公告编号： 2025-009）。 关于归还暂时补充流动资金的闲置募集资金的公告 金投资项目结项并将节余资金永久补充流动资金的公告》（公告编号： 20 ...

Group 1 - On January 7, 21 companies were investigated by institutions, with 19 of them being attended by funds, highlighting a strong interest in specific companies like Chaojie Co., Shunhao Co., and Dongfang Shenghong [1][2] - Chaojie Co. received the most attention, with 27 funds participating in its investigation, while Shunhao Co. and Dongfang Shenghong had 18 and 13 funds respectively [1][3] - The companies investigated belong to various sectors, with the electronics and machinery equipment industries having the highest representation, each with 3 companies [1] Group 2 - Among the companies investigated, 3 have a total market capitalization exceeding 500 billion yuan, with BOE Technology Group being one of them, while 8 companies have a market cap below 100 million yuan [1] - In terms of market performance, 14 out of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Pulite, Shunhao Co., and Guanglian Aviation, which rose by 38.07%, 20.57%, and 13.49% respectively [1][2] - Conversely, 4 stocks experienced declines, with the largest drops recorded by Binglun Environment, Haixia Co., and Dongfang Shenghong, which fell by 11.15%, 10.70%, and 2.09% respectively [1]

Summary of the Conference Call for Yisheng Co., Ltd. Industry Overview - The poultry industry is currently facing challenges due to high pathogenic avian influenza, particularly affecting the importation of grandparent breeding chickens from France, which has been suspended since late January 2026. [2][4] - The impact of avian influenza has led to a reduction in the import volume of grandparent chickens by 10%, which may influence market supply and pricing dynamics for chicken and meat products. [3][19] Key Points and Arguments - **Supply and Pricing Dynamics**: - The price of parent breeding chickens has increased since September 2025, currently around 50 yuan, due to a significant import volume in 2025. [2][4] - In Q4 2025, Yisheng sold over 3.5 million sets of parent breeding chickens at an average price of over 33 yuan, and 162 million commercial chicks at an average price of 3.4 yuan. [9] - The price of commercial broilers reached a peak of 3.85 yuan per jin in December 2025, supported by rising meat prices and reduced supply. [11] - **Impact of Diseases**: - Seasonal diseases, particularly tumors and stress-related issues, are expected to affect breeding efficiency in 2026, especially in Shandong province, a major breeding area. [12] - **Future Outlook**: - The company anticipates focusing on parent breeding in the first half of 2026 and on commercial breeding in the second half, with expectations of improved market conditions compared to 2024. [13] - The recovery of pork prices is expected to drive up chicken and broiler prices in the latter half of 2026. [13] Additional Important Information - **Capital Expenditure Plans**: - Yisheng plans to increase parent breeding output from 7 million to 10 million sets and expand commercial chick exports from 600 million to 1 billion. The company also plans to invest approximately 500 million yuan in a residential project in Shanxi. [5][15] - **Challenges in Importing**: - The approval process for importing from other regions has become more stringent, with timelines extending to two to three months. Currently, there are no confirmed alternative sources for rapid imports. [6][7] - **Dividend Expectations**: - The company aims to provide returns to shareholders through dividends when conditions allow, though specific timing and amounts remain uncertain due to compliance issues. [16] - **New Product Development**: - Yisheng is actively developing its own egg-laying chicken breeds, with plans to promote a new American breed expected to receive certification in the first half of 2026. [18] - **Market Position**: - Yisheng was previously the largest grandparent breeding chicken company in China, with a strong market share. The introduction of new domestic breeds is expected to enhance competitiveness. [18][21] - **Investment Recommendations**: - Given the current valuation and growth potential, investors are encouraged to pay attention to the white chicken sector, particularly Yisheng, due to its profit elasticity and favorable market conditions. [20]

Core Viewpoint - Yisheng Co., Ltd. has shown a positive stock performance with a 6.68% increase year-to-date and a 2.64% rise on January 8, 2025, indicating potential investor interest in the company [1]. Group 1: Company Overview - Yisheng Co., Ltd. is located in Yantai, Shandong Province, and was established on April 22, 1997, with its stock listed on August 10, 2010 [1]. - The company's main business includes breeding and sales of various generations of meat chickens, pig farming, agricultural equipment production, feed production, dairy farming, and organic fertilizer production [1]. - The revenue composition is as follows: chicken income accounts for 76.18%, pig income for 15.47%, livestock equipment for 5.48%, dairy products for 1.72%, and other income for 1.14% [1]. Group 2: Financial Performance - For the period from January to September 2025, Yisheng Co., Ltd. reported a revenue of 2.036 billion yuan, a year-on-year decrease of 5.44%, and a net profit attributable to shareholders of 31.7869 million yuan, down 89.42% year-on-year [2]. - The company has distributed a total of 1.692 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the last three years [3]. Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Yisheng Co., Ltd. was 42,200, a decrease of 12.13% from the previous period, while the average circulating shares per person increased by 13.80% to 17,754 shares [2]. - The top ten circulating shareholders include the Guotai Zhongzheng Livestock Breeding ETF, which holds 14.8357 million shares, an increase of 5.3849 million shares from the previous period, and Hong Kong Central Clearing Limited, which is a new shareholder holding 7.1349 million shares [3].

每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 张明双） 每经AI快讯，益生股份发布公告称，2026年1月7日，益生股份接受天风证券等投资者调研，公司总 裁、董事会秘书兼财务总监林杰参与接待，并回答了投资者提出的问题。 ...