投资者关系活动记录表 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：2015-002 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------|-------|-------------|-------|-------|--------|--------|-------| | | | | | | | | | | | | ■ 特定对象调研 | □ | 分析师会议 | | | | | | | 投资者关系活动 | □ 媒体采访 | | □业绩说明会 | | | | | | | 类别 | □新闻发布会 | | □路演活动 | | | | | | | | □ 现场参观 | | □一对一沟通 | | | | | | | | □其他 （请文字说明其他活动内容） | | | | | | | | | 参与单位名称及 | 华创证券有限责任公司 | | | | | 王莺 | | | | 人员姓名 | 长江证券股份有限公司 ...

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 | --- | --- | --- | |----------------|------------------------------|----------------------------------------| | | ■特定对象调研 □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 □ | 其他（请文字说明其他活动内容） | | | | 安邦资产管理有限责任公司：陈静 | | | | 财通证券资产管理有限公司：杨琪 | | | | 上海陆宝投资管理有限公司：杨佳丽 | | | 中信证券股份有限公司：刘洋 | | | | 富国基金管理有限公司：王园园 | | | 参与单位名称及 | 宝盈基金管理有限公司：杨思亮 | | | 人员姓名 | | 上海尚阳投资管理有限公司：王永明 | | | | 上海申银万国证券研究所有限公司：叶洁 | | | | 上海申银万国证券研究所有限公司：赵金厚 | | | 嘉实基金管理有限 ...

Group 1: Investor Relations Activities - The company engaged in specific investor research activities, including meetings with various fund management companies such as Huatai-PineBridge and Galaxy Fund Management [1][2] - Notable participants in the investor relations activities included representatives from Galaxy Fund Management and China International Capital Corporation [2][3] Group 2: Industry Overview - In 2015, approximately 700,000 sets of grandparent stock broilers were introduced domestically [3] - The poultry breeding industry is undergoing a transformation with improved supply-demand relationships and adjustments in production structure [3] Group 3: Company Development Strategy - The company aims to seek cooperation with domestic and international grandparent breeding enterprises while increasing the production capacity of commercial broiler chicks [3] - Plans to leverage capital markets to create a collaborative platform for industry advancement [3] Group 4: White Feather Broiler Industry - White feather broilers are recognized for their high production speed, feed-to-meat ratio, and meat quality, making them popular globally [3][4] - The consumption of white feather chicken meat remains the highest in Europe, America, and Japan, indicating its significant market presence [3] Group 5: Sustainability Initiatives - The company emphasizes advantages in resource conservation, including savings in feed, land, water, and emissions [4] - Collaborative promotional activities are being organized to enhance consumer awareness of the benefits of white feather chicken products [4]

Group 1: Industry Overview - There are currently 13 companies in China engaged in the breeding of grandparent meat chickens, with a total of approximately 710,000 sets introduced nationwide in 2015, of which Yisheng introduced about 230,000 sets [3] - The poultry industry is characterized by significant cyclicality, experiencing a downturn since 2013 due to factors such as "fast-growing chickens," "avian influenza," and overcapacity [3] - The introduction of grandparent meat chickens in China has significantly decreased in 2015 compared to the same period in 2014, influenced by international trade restrictions [3] Group 2: Company Development Strategy - The company's strategic direction is described as "linking upstream, extending downstream, and expanding in the middle," focusing on breeding grandparent stock and seeking potential collaborations with overseas breeding enterprises [3] - The company plans to stabilize and increase sales of parent stock while also expanding into the market for commercial chicks [3] Group 3: Product Promotion - White feather meat chickens are recognized for their high production speed, feed-to-meat ratio, and quality, making them the most consumed chicken variety in Europe, the U.S., and Japan [4] - The company aims to educate consumers about white feather meat chickens, which can be marketed at around 40 days old, achieving a weight of over 5 kg, despite not reaching sexual maturity [4] - Collaborative promotional activities are being organized with other industry players to enhance consumer understanding and promote the healthy development of the white feather meat chicken industry in China [4] Group 4: Employee Stock Ownership Plan - The employee stock ownership plan has been completed, with employees holding a total of 31 million shares, purchased at an average price of 31.27 yuan, totaling 991,189 shares of the company's stock [4]