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 ...

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [2] Core Insights - The 2026 Central Document emphasizes agricultural modernization, focusing on stabilizing grain production, promoting healthy development in animal husbandry, and enhancing agricultural technology innovation [3][4][5] - The grain production target has been raised to approximately 1.4 trillion jin, with initiatives to improve grain quality and variety [5][6] - The document acknowledges the success of previous measures in the livestock sector and introduces new strategies to boost dairy product consumption [8][9] - Agricultural technology innovation is highlighted, with a focus on the implementation of breeding actions and the integration of AI in agriculture [15][21] Summary by Sections Grain Sector - The document sets a grain production target of stabilizing at around 1.4 trillion jin and emphasizes quality improvement and variety enhancement [5][7] - It includes measures to protect farmers' interests, such as determining minimum purchase prices for rice and wheat [5][7] - The document also stresses the importance of developing a futures market for agricultural products [5][7] Livestock Sector - The document reinforces the need for comprehensive regulation of pig production capacity and acknowledges the success of previous measures in stabilizing the beef and dairy industries [8][9][11] - It promotes measures to enhance dairy product consumption and supports the development of forage crops [9][11] Agricultural Technology - The document continues to emphasize the implementation of breeding actions and the promotion of breakthrough varieties [15][16][17] - It encourages the development of high-end intelligent agricultural machinery and the integration of AI, drones, and IoT into agricultural practices [21][25] Investment Recommendations - The report recommends several companies across different segments, including: - Livestock: YouRan Agriculture, Modern Agriculture [27] - Swine: HuaTong Co., DeKang Agriculture, MuYuan Co., Wen's Co., TianKang Bio, and ShenNong Group [27] - Pet Industry: GuaiBao Pet [27] - Feed: HaiDa Group [27] - Poultry: LiHua Co., YiSheng Co., and ShengNong Development [27] - Animal Health: HuiSheng Bio [27] - Planting Chain: Hainan Rubber, QuanYin High-Tech, Guotou Fengle, and LongPing High-Tech [27]

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 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1,159,99 ...

Core Insights - The report emphasizes a favorable outlook for the livestock sector, particularly dairy farming, anticipating a significant cyclical reversal benefiting Hong Kong-listed dairy farming companies [1][12] - The investment strategy highlights a recommended monthly portfolio including leading companies in various segments such as dairy, pig farming, and pet food [1][3] Livestock Sector - The livestock sector is expected to experience a cyclical reversal, with both beef and milk prices projected to rise, driven by a reduction in domestic beef production and a historical low in milk prices [14][29] - Key recommendations include Yuran Dairy and Modern Farming, which are positioned to benefit from the anticipated price recovery in raw milk and beef [14][17] Pig Farming Sector - The pig farming sector is witnessing a stabilization in prices, with a notable increase in piglet prices, indicating a potential recovery in profitability for leading companies [20][21] - Recommended companies in this sector include Muyuan Foods, Wens Foodstuffs, and Huazhong Holdings, which are expected to benefit from improved cash flow and dividend returns [3][15] Poultry Sector - The poultry sector is seeing a slight increase in supply, with expectations of demand recovery supporting price stability, particularly for broiler chickens [22][24] - Leading companies such as Lihua Agricultural and Shengnong Development are highlighted for their competitive advantages in cost management and market positioning [18][19] Pet Food Sector - The pet food market is identified as a high-growth area, benefiting from rising consumer sentiment and the emergence of domestic brands [16][18] - Companies like Guibao Pet Food are recommended for their strong growth potential in this segment [3][16] Feed Sector - The feed industry is expected to deepen its industrialization, with leading companies leveraging technological and service advantages to enhance competitive positioning [1][3] - The report notes that feed prices are at historical lows, providing a supportive cost structure for producers [20][21] Agricultural Products - The report tracks agricultural product prices, noting fluctuations in pork, chicken, and feed prices, with implications for overall market dynamics [2][21] - The analysis indicates that soybean meal prices are at historical lows, while corn prices are stabilizing, suggesting a tightening supply-demand balance in the medium term [20][21]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The pig price is weakening, and supply pressure remains after the festival, with the current industry breeding profit turning positive and the sentiment for replenishment continuing to recover [2][12] - The industry policy is undergoing a profound transformation, focusing on protecting farmers' rights and activating enterprise innovation, which may lead to a better performance of growth stocks in the future [3][12] - The high-quality development of the industry is imperative, with cost-leading and farmer-linked enterprises likely to enjoy excess profits and valuation premiums [3][13] Summary by Sections 1. Swine Industry - The swine breeding sector has seen a slight increase of 0.2%, gradually digesting concerns about slow capacity reduction [2][12] - The average weight of pigs for slaughter has decreased from high levels, with prices adjusting weakly to 12.31 CNY/kg [2][12] - The price of 7 kg piglets has risen to 367 CNY, indicating a weak expectation for capacity reduction [2][12] - The policy shift towards protecting farmers' rights and promoting innovation is expected to positively influence pig prices and profitability in 2026 [3][12] 2. Poultry Industry - The poultry sector is experiencing a contradiction of "high capacity, weak consumption," with the price of broiler chickens at 3.7 CNY/kg, down 3.4% week-on-week [4][13] - The impact of avian influenza in France may lead to a reduction in imported breeding chickens, potentially increasing prices for parent stock [4][13] - Integrated enterprises and contract farming are expected to expand market share in 2026 [4][14] 3. Feed Industry - The prices of various aquatic products have rebounded, with significant year-on-year increases for some species [5][15] - Hai Da Group is recommended due to its clear long-term growth path and plans to increase its dividend payout ratio [6][15][16] - The company aims for a global sales target of 100 million tons by 2050, with ongoing overseas market expansion [6][16] 4. Pet Industry - The pet industry is facing pressure with concerns over Q4 2025 performance, but there are signs of recovery in domestic sales [7][17] - Companies like Zhongchong and Peidi are recommended for their strong domestic sales growth potential [7][17] 5. Agricultural Products - Domestic soybean meal prices have increased slightly, supported by weather disturbances and procurement demand [8][18] - Corn prices have shown fluctuations, with a slight decrease due to reduced channel stocking [8][18] - The price of eggs has decreased, indicating a potential peak in trade inventory [8][18]

Core Viewpoint - The white feather broiler market is experiencing a strong "Spring Festival market" driven by supply contraction and holiday demand, with significant price increases observed in various chicken products [1][2]. Group 1: Price Trends - As of January 30, large-sized chicken wings are priced close to 50 yuan/kg, up over 20% from the low in October 2025; single-frozen chicken breast prices have risen over 30% to 9.9 to 10.5 yuan/kg [1]. - The actual transaction price of live chickens in Shandong has reached 3.9 yuan/jin, marking a new high for 2026 [1]. - During the week of January 23 to 29, the comprehensive selling price of white feather broiler products increased by 1.31%, while chick prices surged by 28.90% due to heightened restocking expectations [2]. Group 2: Supply and Demand Dynamics - The current price increase is attributed to a tight supply-demand situation, with smooth price transmission from live chickens to end products, leading to an overall rise in the white feather broiler industry chain [2]. - Despite the current high prices, the industry is expected to expand in 2025, with a projected slaughter volume of 9.294 billion chickens, a year-on-year increase of 7.49%, indicating that the tight situation is more of a temporary mismatch rather than a long-term capacity issue [2]. - The outbreak of avian influenza in France at the end of 2025 has led to another pause in domestic breeding, raising concerns about supply for the second half of 2026 [2]. Group 3: Future Outlook - Based on existing grandparent stock, the company expects to sell over 600 million broiler chicks in 2026, ensuring short-term supply stability [3]. - The market anticipates a rebound in pork prices in the second half of 2026, which may drive demand for chicken as a substitute, further supporting chicken prices [3]. - The current Spring Festival market is characterized by a combination of short-term holiday demand and medium-term supply constraints, with expectations of a "loose then tight" pattern in the white feather broiler industry chain for 2026 [3].

（编辑 丛可心） 证券日报网讯 1月29日，益生股份发布公告称，控股股东曹积生将其所持公司15000000股股份质押给中 国银河证券股份有限公司，质押期限至2028年1月24日，用于补充子公司流动资金，本次质押占其持股 3.32%，占公司总股本1.36%。 ...

Core Viewpoint - The aquaculture sector experienced a rise of 1.85% on January 29, with Fu Cheng Co., Ltd. leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.16% and the Shenzhen Component Index down by 0.3% [1] Group 1: Market Performance - The aquaculture sector's performance was highlighted by Fu Cheng Co., Ltd. closing at 6.46, up by 5.38% with a trading volume of 347,300 shares and a transaction value of 223 million yuan [1] - Other notable performers included Mu Yuan Co., Ltd. at 46.33, up by 2.64%, and Wen's Foodstuffs Group at 15.55, up by 1.97% [1] - The overall trading volume for the aquaculture sector was significant, with Mu Yuan Co., Ltd. alone accounting for a transaction value of 2.824 billion yuan [1] Group 2: Capital Flow - The aquaculture sector saw a net inflow of 253 million yuan from main funds, while retail investors experienced a net outflow of 82.155 million yuan [2] - Main funds showed a positive net inflow in companies like Mu Yuan Co., Ltd. with 24.6 million yuan and Wen's Foodstuffs Group with 95.752 million yuan [3] - Conversely, retail investors showed significant outflows in companies such as Mu Yuan Co., Ltd. with 132 million yuan and Fu Cheng Co., Ltd. with 6.78 million yuan [3]

关于控股股东部分股份质押的公告 1、本次股份质押基本情况 2、控股股东股份累计质押情况 证券代码：002458 证券简称：益生股份 公告编号：2026-010 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 理了股份质押业务，具体事项如下: 一、控股股东股份质押情况 | 股东 名称 | 是否为控股 股东或第一 大股东及其 一致行动人 | | 本次质押 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 | 是否为 补充质 押 | 质押 起始日 | 质押 到期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 曹积生 | | 是 | 15,000,000 | 3.32% | 1.36% | 否 | 否 | 2026 ...

关联交易的公告 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。 一、关联交易概述 为支持山东益生种畜禽股份有限公司（以下简称"公司"）子公 司江苏益生禽业有限公司（以下简称"江苏益生"）业务的发展，2026 年 1 月 29 日，江苏益生与公司控股股东、董事长曹积生先生签订了 《借款协议》，曹积生先生为江苏益生提供无息借款人民币 5,000.00 万元。 关于控股股东无偿提供财务资助暨关联交易的公告 证券代码：002458 证券简称：益生股份 公告编号：2026-012 山东益生种畜禽股份有限公司 关于控股股东无偿提供财务资助暨 根据《深圳证券交易所股票上市规则》的相关规定，曹积生先生 为公司关联自然人，本次财务资助构成关联交易。 2026 年 1 月 29 日，公司第七届董事会第二次会议审议通过了《关 于控股股东无偿提供财务资助暨关联交易的议案》。关联董事曹积生 先生在审议该议案时予以回避表决。上述议案已经公司独立董事专门 会议 2026 年第二次会议审议通过，全体独立董事同意该议案。 成立日期：2012 年 4 月 10 日 本次关联交易不构成《上市公司重大 ...