Group 1 - The core point of the article highlights the sales performance of Yisheng Co., Ltd. in March 2025, showing a mixed trend in sales volume and revenue for different products [1] - The sales volume of white feather broiler chicks reached 47.4933 million with a revenue of 138 million yuan, reflecting a year-on-year change of +11.52% in volume but a decrease of -24.06% in revenue [1] - The sales of Yisheng 909 small white feather broiler chicks amounted to 8.6458 million with a revenue of 8.0568 million yuan, showing a year-on-year change of +9.64% in volume and -14.88% in revenue [1] Group 2 - The company sold 7,426 breeding pigs in March 2025, generating a revenue of 15.3852 million yuan, with a significant year-on-year change of +1,084.37% in volume and +701.31% in revenue [1] - The month-on-month changes for breeding pigs were +30.33% in volume and +26.26% in revenue, indicating strong growth in this segment [1] - The overall performance indicates a divergence in sales trends across different product lines, with breeding pigs showing substantial growth while broiler chicks faced revenue declines [1]

国投证券股份有限公司 关于山东益生种畜禽股份有限公司 向特定对象发行股票之保荐工作总结报告书 国投证券股份有限公司（以下简称"国投证券"、"保荐机构"）作为山 东益生种畜禽股份有限公司（以下简称"益生股份"、"公司"、"上市公司 "、"发行人"）2022年度向特定对象发行A股股票的保荐机构，履行持续督 导责任期间至 2024年 12 月 31 日。根据《证券发行上市保荐业务管理办法》《 深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关法律法规和规范性文件的要求，出具本持续督导保荐 工作总结报告书。 1、保荐工作总结报告书和证明文件及其相关资料的内容不存在虚假记载、 误导性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承 担法律责任。 2、保荐机构及保荐代表人自愿接受中国证监会和深圳证券交易所对保荐 工作总结报告书相关事项进行的任何质询和调查。 3、保荐机构及保荐代表人自愿接受中国证监会按照《证券发行上市保荐 业务管理办法》及深圳证券交易所按照《深圳证券交易所股票上市规则》等有 关规定采取的监管措施。 二、保荐机构基本情况 | 项目 | 内容 | ...

针对公司股票交易异常波动的情况，公司董事会对相关事项进行了核查，并以电话及当面问询的方式向 公司控股股东、实际控制人及公司董监高就相关事项进行了核实，现就有关情况说明如下： 一、股票交易异常波动的情况 山东益生种畜禽股份有限公司（以下简称"公司"） 股票（证券简称：益生股份；证券代码：002458） 连续三个交易日内(2025年04月03日、04月07日、04月08日)日收盘价格涨幅偏离值累计超过20%。根据 《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 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。 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息； 3、公司近期经营情况正常，内外部经营环境未发生重大变化； 登录新浪财经APP 搜索【信披】查看更多考评等级 二、公司关注、核实情况说明 1、经自查，公司不存在违反信息公平披露的情形。 2、公司已于2025年03月28日披露了《2024年年度报告》，并将于2025年04月29日披露《2025年第一季 度报 ...

Core Viewpoint - The poultry sector is experiencing a significant surge, with various companies in the chicken industry showing strong performance and potential for growth due to favorable market conditions and recovery in poultry prices. Company Summaries - **Xiangjia Co., Ltd. (002982.SZ)**: Current price is 25.81 CNY, with a three-day consecutive increase of 10.02%. The company has a market capitalization of 2.39 billion CNY and is a leader in the yellow feathered chicken industry, covering breeding, farming, slaughtering, and fresh poultry sales. A strong trading volume of 30.22% indicates active speculation in the market, with a turnaround in profitability and a bullish technical pattern reinforcing upward momentum [1]. - **Huaying Agriculture (002321.SZ)**: Current price is 2.77 CNY, with a first limit-up of 9.92%. The market capitalization stands at 5.88 billion CNY. The company has eight major chicken farms with ongoing capacity release, and net inflow from institutional investors exceeded 50 million CNY. A moderate turnover rate of 6.84% suggests that its low price is attracting risk-averse capital, with recovering poultry prices providing room for valuation recovery [2]. - **Juxing Agriculture (603477.SS)**: Current price is 23.10 CNY, with a first limit-up of 10.00%. The market capitalization is 11.78 billion CNY. This integrated feed and farming enterprise has over 40% of its business in yellow feathered chickens. A turnover rate of 11.43%, along with rising volume and price, indicates strong market interest, and the spillover effect from the pig farming sector is notable [3]. - **Yisheng Livestock (002458.SZ)**: Current price is 10.34 CNY, with a first limit-up of 10.00%. The market capitalization is 7.74 billion CNY. The company is a dominant player in white feathered chicken breeding, with its proprietary "Yisheng 909" variety breaking international monopolies. A stable turnover rate of 9.10% reflects institutional investment interest, and the limited introduction of grandparent stock enhances the premium pricing ability of its seedlings [4]. - **Tangrenshen (002567.SZ)**: Current price is 5.27 CNY, with a first limit-up of 10.02%. The market capitalization is 7.54 billion CNY. The company controls the chicken seed supply chain in Hunan through Jitai Agriculture, with a high turnover rate of 14.40% indicating accelerated expectations of profitability recovery. The decline in feed costs combined with rising chicken prices creates a dual positive effect [5]. - **Ronioushan (000735.SZ)**: Current price is 6.49 CNY, with a first limit-up of 10.00%. The market capitalization is 7.47 billion CNY. The company operates the entire value chain for Wenchang chicken, with a moderate turnover rate of 9.59% highlighting the rarity of regional specialty breeds. The policy benefits from the Hainan Free Trade Port are aiding the upgrade of high-end poultry consumption [6].

二、公司关注、核实情况说明 股票交易异常波动公告 证券代码：002458 证券简称：益生股份 公告编号：2025-032 山东益生种畜禽股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况 山东益生种畜禽股份有限公司（以下简称"公司"）股票（证券 简称：益生股份；证券代码：002458）连续三个交易日内(2025 年 04 月 03 日、04 月 07 日、04 月 08 日)日收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》的相关规定，属于股票交易 异常波动的情形。 针对公司股票交易异常波动的情况，公司董事会对相关事项进行 了核查，并以电话及当面问询的方式向公司控股股东、实际控制人及 公司董监高就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息； 3、公司近期经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于本公司的 ...

Core Viewpoint - Yisheng Shares has become a leader in the domestic white feather broiler breeding industry by successfully importing grandparent stock from France, breaking a 10-year hiatus in imports from that country, and addressing supply shortages caused by avian influenza outbreaks in the U.S. and New Zealand [1][2]. Group 1: Import and Supply Dynamics - In March 2024, Yisheng Shares imported 233,500 sets of grandparent broiler chickens, capturing one-third of the domestic market share for imported breeding stock [1]. - The company is actively working to ensure a stable supply of breeding stock through a purification strategy, with no current impact from avian influenza on its April import plans from France [2]. - The supply of parent stock broiler chickens is expected to tighten in the second half of 2025 due to the previous import disruptions, which may lead to higher prices [2][3]. Group 2: Financial Performance and Growth - In 2024, Yisheng Shares reported revenues of 3.136 billion yuan and a net profit of 504 million yuan, with significant growth in its breeding pig business, which saw sales increase by 806% year-on-year [4]. - The breeding pig segment is projected to become a key growth driver for the company, with full production capacity expected to be reached in 2025 [4]. - The company has implemented share buyback plans and cash dividends, with a total of 337 million yuan allocated for buybacks and dividends, representing 67% of net profit [5]. Group 3: Market Trends and Consumer Behavior - The company anticipates that the "Weight Management Year" initiative will boost demand for chicken as a healthy dietary option, positioning white feather broilers as a core choice in health-conscious diets [5]. - The integration of chicken and pig breeding operations is expected to enhance profitability and support the company's long-term sustainable growth [4].

每经记者 彭斐 每经编辑 杨夏 作为一只外来的鸡，白羽鸡从孵化到出栏一般只需40多天，短周期、来钱快，但受引种短缺等问题影 响，A股禽类养殖企业的业绩也时常"上蹿下跳"。 在行业普遍存在引种"卡脖子"问题的情况下，上市公司如何稳住利润成为必修课题。 4月7日下午，益生股份（002458.SZ，股价9.4元，市值104亿元）举行了2024年业绩说明会，董事长曹 积生表示："在国外禽流感导致我国引种暂停后，公司今年率先从法国进口祖代肉种鸡，结束了我国10 年未从法国引种的历史。" 《每日经济新闻》记者注意到，在2024年，凭借全国独家的法国祖代鸡引种渠道及"益生909"自主育种 技术，益生股份实现归母净利润5.04亿元，虽较上年略有下滑，但整体波动不大。谈及当前的引种局 面，益生股份也表示，受引种短缺的影响，公司预计2025年下半年我国父母代肉种鸡苗的供给将偏紧， 后续也将影响2026年商品代肉鸡苗的供给。 近30年来，我国禽肉增长迅速，鸡肉已成为仅次于猪肉的第二大肉类消费品。然而，中国虽然迅速成为 世界最大的禽类消费国，育种却长期被欧美国家企业垄断，这也成为我国白羽肉鸡产业之痛。 这也经常造成A股相关企业的业绩 ...

山东益生种畜禽股份有限公司 2024 年度保荐工作报告 | 保荐机构名称：国投证券股份有限公司 | 被保荐公司简称：益生股份 | | --- | --- | | 保荐代表人姓名：程培栋 | 联系电话：021-55518311 | | 保荐代表人姓名：甘强科 | 联系电话：021-55518312 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2．督导公司建立健全并有效执行规章制度的情况 （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金 | | | 管理制度、内控制度、内部审计制度、关联交易 | 是 | | 制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 2 次 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | 4.公司治理督导情况 | | | （1 ...

国投证券股份有限公司 关于山东益生种畜禽股份有限公司 2024年度持续督导定期现场检查报告 | 保荐机构名称：国投证券股份有限公司 | | | 被保荐公司简称：益生股份（002458） | | | | --- | --- | --- | --- | --- | --- | | 保荐代表人姓名：程培栋 联系电话：021-55518311 | | | | | | | 保荐代表人姓名：甘强科 联系电话：021-55518312 | | | | | | | 现场检查人员姓名：程培栋 | | | | | | | 年度 现场检查对应期间：2024 | | | | | | | 现场检查时间：2025 年 月 日-2025 年 月 日 4 1 | 4 | 2 | | | | | 一、现场检查事项 | | | | 现场检查意见 | | | （一）公司治理 | | | 是 | 否 | 不适用 | | 现场检查手段： | | | | | | | 1、查阅公司章程及三会议事规则等公司治理制度； | | | | | | | 2、查阅历次股东大会、董事会及监事会决议及会议记录； | | | | | | | 3、核查董监高人员变动及相关决 ...

Group 1: Company Performance and Financials - In 2024, the net profit attributable to shareholders was CNY 504 million [3] - The company is expected to enhance its production capacity for white feather broiler chicks in 2025 due to new chicken farms coming online [4] - The company maintains a higher profit margin as it operates in the upstream segment of the white feather broiler industry [5] Group 2: Industry Insights and Market Position - The company is the only one in China to import grandparent stock from France, having imported 36,000 sets in 2024 [2][11] - The overall poultry industry is facing a shortage of imported grandparent stock, with a 74% year-on-year decline in the update volume for such stock in early 2024 [11] - The white feather broiler industry is expected to benefit from national policies aimed at ensuring food security and promoting poultry consumption [6][8] Group 3: Technological Advancements and Innovations - The company is implementing a purification strategy for its breeding stock to ensure health and supply stability [2] - Smart farming technologies are being utilized for precise management and automation in the breeding process [9] Group 4: Future Growth and Development - The company plans to focus on its core competency in high-generation poultry breeding and will not expand into downstream operations [13] - The demand for poultry, particularly white feather chicken, is expected to grow as consumer preferences shift towards healthier eating [7][8]