证券日报网2月8日讯，益生股份（002458）在接受调研者提问时表示，公司当前新建产能为位于山西省 的100万套父母代白羽肉鸡养殖场及配套饲料厂项目，总投资金额约5亿元人民币，该项目将根据用地到 位情况分期实施，其中3个种鸡场项目使用募集资金建设，其余部分使用自有资金或自筹资金解决，公 司短期资本开支不大。 ...

证券日报网2月8日讯，益生股份（002458）在接受调研者提问时表示，2025年公司引进祖代白羽肉种鸡 26.6万套，全国祖代白羽肉种鸡引种量约62万套，公司引种占比43%。 ...

证券日报网2月8日讯，益生股份（002458）在接受调研者提问时表示，公司2026年2月父母代鸡苗报价 为60元/套，4月底前公司的父母代鸡苗销售计划已全部订完。 ...

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 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，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。 公司在发展种鸡业务的同时，大力扩展种猪产业，公司自 2000 年开始建立原种猪场，在原种猪养殖方面，已积累了二十余年的丰富 经验，公司原种猪场于 2013 年被认证为国家生猪核心育种场，2018 年和 2023 年续评为国家生猪核心育种场。产能方面，公司的种猪产 量从 2023 年 10 月份开始逐步放量，2024 年销售种猪近 3 万头，2025 年销售种猪近 10 万头，种猪产能持续放量。 公司作为双阴种猪场，在市场中具有较强的竞争力，客户有：温 氏股份、新希望、大北农等大型养殖企业。 二、行业情况介绍： 我国禽肉总产量逐年上涨，人均禽肉消费量也在逐年上涨。近几 年，黄羽肉鸡的产量呈下降趋势，白羽肉鸡的产量呈持续增长态势， 白羽鸡肉在禽肉中的占比在逐年提高，2024 ...

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].

证券之星消息，益生股份(002458)02月06日在投资者关系平台上答复投资者关心的问题。 投资者提问：请教管理层，国家对发生禽流感的地区暂停引种，说的是一个国家，还是说一个区域？比 如，公司之前从法国的阿摩尔滨海省引种，现在中断了。未来如果要再次引种，是需要阿摩尔滨海省疫 情清零，还是说整个法国的疫情都要清零才能引种？国家的政策是需要清零后多久可以恢复引种？ 益生股份回复：不同国家发生禽流感后，我国对其暂停引种的政策是不同的，目前我国对美国和法国实 行区域化管理政策。以法国为例，我国暂停从发生禽流感的省份引种，该省无禽流感后，未来具备恢复 引种的条件，具体恢复时间，以海关总署发布的公告为准。感谢关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇2月6日丨益生股份(002458.SZ)在投资者互动平台表示，2026年公司预计销售种猪约15万头，较 2025年实现显著增长。公司对外销售的种猪包括原种猪和二元种猪，其中原种猪利润率较高。公司种猪 为高品质、高健康度的双阴种猪，在市场上具备明显溢价能力。随着种猪产能持续释放与精细化管理不 断深化，种猪成本仍有下降空间，整体成本竞争力将进一步提升。 ...

Investment Rating - The report maintains an "Outperform" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][4]. Core Views - The report anticipates a reversal in the livestock cycle, particularly benefiting Hong Kong dairy farming stocks [1]. - The monthly recommended stock portfolio includes leading companies in various segments: Yuran Agriculture, Modern Farming, Muyuan Foods, Dekang Agriculture, and Lihua Co., among others [1][3]. - The report highlights the expected upward trend in domestic beef and milk prices, driven by a recovery in the livestock cycle and improved cash flow for leading companies [1][14]. Summary by Sections Livestock Sector - The livestock sector is expected to experience a significant turnaround, with recommendations for Yuran Agriculture and Modern Farming as key beneficiaries [1][14]. - The report notes that domestic beef production capacity is decreasing, which may lead to price increases through 2028 [14]. - The improvement in raw milk prices is anticipated to benefit dairy farming companies, with a projected profit increase for Yuran Agriculture and Modern Farming [17]. Swine Sector - The swine sector is highlighted for its potential recovery, with leading companies like Huazhong, Dekang Agriculture, and Muyuan Foods recommended for investment [1][14]. - The report indicates that the industry is moving towards a more stable price center, supported by a reduction in production capacity and improved cash flow for leading firms [15][20]. Poultry Sector - The poultry sector is expected to see a recovery in demand, with recommendations for Lihua Co. and Shengnong Development [1][18]. - The report notes that the supply of white feather chickens is increasing, but demand is expected to improve, leading to potential price recovery [22][24]. Pet Sector - The pet food market is identified as a growing segment, with a focus on domestic brands like Guibao Pet [1][16]. - The report emphasizes the long-term growth potential of the pet sector, driven by rising consumer sentiment and market expansion [16]. Feed Sector - The feed sector is expected to benefit from deeper industrialization in livestock farming, with leading companies like Haida Group recommended [1][18]. - The report notes that feed prices are at historical lows, providing a strong support level for future price recovery [18].

登录新浪财经APP 搜索【信披】查看更多考评等级 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》，董事会同意公司在招商 银行设立募集资金专项账户（以下简称"专户"），用于暂时补充流动资金的募集资金的专项存放、管理 和使用，并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 三、募集资金监管协议的主要内容 （一）协议各方 甲方：公司 乙方：招商银行股份有限公司烟台分行 丙方：国投证券股份有限公司 （二）协议主要内容 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，发行价格 为10.22元/股，募集资金总额为人民币1,159,999,995.70元，扣除相关发行费用后，公司实际募集资 ...

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：2026-013 山东益生种畜禽股份有限公司 关于设立募集资金暂时补充流动资金专项账户并签署监管协议的公告 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》，董事会同意公司在招商 银行设立募集资金专项账户（以下简称"专户"），用于暂时补充流动资金的募集资金的专项存放、管理 和使用，并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，发行价格 为10.22元/股，募集资金总额为人民币1,159,999,995.70元，扣除相关发行费用 ...