公司种猪产能稳步释放，故2026年1月公司种猪销售数量和销售收入同比大幅增加；受季节性因素影 响，部分客户已于2025年12月前完成引种封群，导致该月基数偏低，故2026年1月公司种猪销售数量和 销售收入环比大幅增加。 公司2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比 变动分别为161.64%、130.86%。 受供给偏紧影响，公司父母代白羽肉鸡苗价格已连续数月环比上涨；但受年度停孵期影响，2026年1月 公司商品代白羽肉鸡苗销售数量环比减少、销售价格环比回落，对公司商品代白羽肉鸡苗的收入影响较 大，导致公司2026年1月白羽肉鸡苗销售总收入环比下降。 格隆汇2月10日丨益生股份(002458.SZ)公布，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收 入1.41亿元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽 肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%,环比变动分别 为-14.79%、-4.29% ...

销售情况简报 （二）种猪销售情况 公司2026年1月种猪销售数量8,752头，销售收入1，787.31万元， 同比变动分别为797.64%、565.27%，环比变动分别为161.64%、130.86%。 证券代码：002458 证券简称：益生股份 公告编号：2026-014 山东益生种畜禽股份有限公司 2026 年 1 月鸡苗和种猪销售情况简报 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。 一、2026年1月销售情况 （一）鸡苗销售情况 山东益生种畜禽股份有限公司（以下简称"公司"）2026 年 1 月 白羽肉鸡苗销售数量 4,379.94 万只，销售收入 14,145.93 万元，同 比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。 益生 909 小型白羽肉鸡苗销售数量 546.56 万只，销售收入 677.74 万元，同比变动分别为-27.27%、-19.17%,环比变动分别为-14.79%、 -4.29%。 特此公告。 上述财务数据均未经审计，可能与公司定期报告披露的数据存在 一定差异，仅作为阶段性财务数据供投资者 ...

关于设立募集资金专项账户并签署募集资金监管协议的公告 证券代码：002458 证券简称：益生股份 公告编号：2026-015 山东益生种畜禽股份有限公司 关于设立募集资金专项账户并签署募集资金 监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 山东益生种畜禽股份有限公司（以下简称"公司"）于 2026 年 1 月 29 日召开第七届董事会第二次会议，审议通过了《关于设立募集 资金专项账户并授权签署募集资金监管协议的议案》，董事会同意公 司的子公司山西益生种禽有限公司在中国银行、中国农业银行、中国 建设银行设立募集资金专项账户（以下简称"专户"），用于募集资金 用途改变后的三个募投项目募集资金的专项存放、管理和使用。董事 会授权董事长与保荐机构、募集资金专户开户银行签署募集资金监管 协议。现将有关情况的进展公告如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意山东益生种畜禽股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2023〕1598 号） 同意注册，公司本次向特定对象发行股票数量为 113,502,935 股，发 行 ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [4] Core Views - The agricultural sector is expected to experience a cyclical recovery, particularly in the beef and dairy markets, driven by domestic and international demand [3] - The pig farming sector is anticipated to stabilize due to capacity control measures, benefiting leading companies with improved cash flow and cost advantages [3] - Poultry supply is expected to remain stable, with potential for increased cash flow returns for leading enterprises as demand recovers [3] - The feed industry is likely to see enhanced competitive advantages for leading companies due to deeper industrialization and specialization [3] - The pet industry is identified as a growth sector benefiting from demographic trends [3] Summary by Sections Livestock - Beef prices are expected to continue rising, with the average price for fattened bulls at 25.20 CNY/kg, stable week-on-week and up 8.15% year-on-year [2] - Dairy cow depopulation is likely to accelerate, with raw milk prices expected to reach a turning point in 2026 [2] - The pig price on February 6, 2026, was 12.05 CNY/kg, down 1.31% week-on-week and down 20.67% year-on-year [13] Poultry - Chicken supply has slightly increased, with a focus on seasonal consumption recovery [13] - Egg prices in major production areas were 3.44 CNY/jin, up 6.83% week-on-week and up 19.44% year-on-year [13] Feed - Soybean meal prices are at historical lows, with potential catalysts from weather or trade factors [2] - Corn prices are expected to maintain a stable upward trend, with a current price of 2331 CNY/ton, down 0.09% week-on-week but up 8.52% year-on-year [2] Key Companies and Investment Recommendations - Recommended livestock companies include YouRan MuYe and Modern MuYe [3] - Recommended pig farming companies include HuaTong Co., DeKang Agriculture, and MuYuan Co. [3] - Recommended poultry companies include LiHua Co. and YiSheng Co. [3] - Recommended feed company is HaiDa Group [3] - Recommended pet company is GuaiBao Pet [3]

Core Viewpoint - Yisheng Co., Ltd. (002458) currently has a capacity of over 600 million commercial broiler chicks, with plans to increase capacity by approximately 100 million chicks following the completion of the Shanxi project for 1 million sets of parent breeding chicken farms and supporting projects [1] Group 1 - The current production capacity of Yisheng Co., Ltd. is over 600 million commercial broiler chicks [1] - The Shanxi project, once operational, is expected to add around 100 million chicks to the company's capacity [1] - The company plans to achieve remaining capacity through self-construction or acquisitions [1]

Group 1 - The company Yisheng Co., Ltd. (002458) plans to start construction of one brooding farm in 2025 [1] - In 2026, the company will build three egg-laying farms, one brooding farm, and one feed factory [1] - The production capacity from these developments is expected to be released in 2027 [1]

Group 1 - The company, Yisheng Co., Ltd. (002458.SZ), is progressing on its project for a "1 million sets of parent breeding chicken farms and supporting projects" in Shanxi [1] - By 2025, the company plans to start construction on one brooding facility, with three egg-laying facilities, one brooding facility, and one feed factory scheduled for construction in 2026 [1] - The production capacity from these projects is expected to be released in 2027 [1]

Core Viewpoint - The company anticipates a tighter supply of quality broiler chicks in the second half of 2026, leading to favorable pricing conditions due to a decrease in grandparent stock and ongoing demand from downstream breeding farms [1] Supply Side Analysis - The reduction in grandparent stock will impact the supply of broiler chicks approximately 14 months later, indicating a potential supply constraint in 2026 [1] Demand Side Analysis - Downstream breeding farms are continuing to expand their production capacity, resulting in strong incremental demand for broiler chicks [1] - The market conditions for broiler chicks in 2026 are expected to outperform the favorable price performance seen in 2024 [1]

南财智讯2月9日电，益生股份在投资者关系活动中表示，2025年我国祖代白羽肉种鸡引种量同比下降超 过10%，叠加2025年11—12月法国主产区暴发禽流感，当前祖代肉种鸡引种处于暂停状态；根据养殖周 期传导规律，祖代减少将在7个月后传导至父母代鸡苗环节，预计父母代鸡苗供给偏紧，价格继续上 行。 ...

投资者关系活动记录表 鸡场开展禽白血病、鸡白痢、鸡滑液囊支原体、鸡败血支原体的疫病 净化工作，确保种源健康。公司获得了全国首家白羽肉鸡国家级禽白 血病净化场、首批白羽肉鸡国家肉鸡良种扩繁推广基地、首家支原体 非免疫净化场等荣誉称号。 研发方面，公司益生 909 小型白羽肉鸡于 2021 年末取得新品种 证书，益生 817 小型白羽肉鸡于 2025 年 8 月取得新品种证书，两大 品种形成差异化市场布局，可满足养殖企业对不同小型白羽肉鸡品种 的需求。公司自主研发的蛋鸡品种已通过中试阶段，预计于 2026 年 上半年能获得新品系证书。 证券代码：002458 证券简称：益生股份 山东益生种畜禽股份有限公司 投资者关系活动记录表 编号：2026-06 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 申万宏源：盛 瀚、宫 勃、张 军、孟 艳、李 政 毕升基金：刘 达 华锦祥云：叶怀东、刘宇翔 个人投资者：共 6 人 时间 2026 年 2 月 9 日 地点 山东益生种畜禽股份有限公司会议室 形式 现场调研 上市公司 接待人员姓名 ...