Group 1 - The core viewpoint of the article highlights that Yisheng Co., Ltd. (益生股份) has set the price for parent stock chicks at 52 yuan per set for October, indicating a price increase due to rising demand for chicken products during the upcoming Mid-Autumn Festival and National Day [1] - The market demand for chicken products is expected to support the increase in chick prices, particularly as the holiday season approaches [1] - The price of commercial broiler chicks fluctuates in line with the market for live chickens but is also influenced by the supply levels of chicks themselves [1]

Market Overview - The aquaculture sector experienced a decline of 1.27% on September 17, with Tianyu Biological leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with 京基智农 (Jingji Zhino) closing at 17.21, up 0.35%, and 温氏股份 (Wens Foodstuff) remaining unchanged at 19.66 [1] - Tianyu Biological (天域生物) saw a significant decline of 5.73%, closing at 9.38 [2] - Other notable declines included 牧原股份 (Muyuan Foods) down 2.02% at 56.19 and 立华股份 (Lihua Agricultural) down 1.77% at 23.80 [2] Capital Flow - The aquaculture sector experienced a net outflow of 742 million yuan from institutional investors, while retail investors saw a net inflow of 643 million yuan [2] - The table of capital flow indicates that 民和股份 (Minhe Livestock) had a net inflow of 5.90 million yuan from institutional investors, while 京基智农 (Jingji Zhino) had a net inflow of 4.58 million yuan [3]

Core Viewpoint - Yisheng Co., Ltd. has experienced a decline in stock price and financial performance in 2025, with significant drops in revenue and net profit compared to the previous year [3][4]. Financial Performance - As of June 30, 2025, Yisheng Co., Ltd. reported a revenue of 1.321 billion yuan, a year-on-year decrease of 3.98% [3]. - The net profit attributable to shareholders was 6.1551 million yuan, reflecting a substantial year-on-year decrease of 96.64% [3]. Stock Performance - The stock price of Yisheng Co., Ltd. has decreased by 3.19% since the beginning of the year, with a slight increase of 0.41% over the last five and twenty trading days, and a more significant increase of 12.08% over the last sixty days [2]. - On September 16, 2025, the stock price fell by 2.07%, trading at 8.97 yuan per share with a total market capitalization of 9.925 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,000, with an average of 15,601 circulating shares per person, a decrease of 2.91% from the previous period [3]. - The company has distributed a total of 1.692 billion yuan in dividends since its A-share listing, with 602 million yuan distributed in the last three years [4]. Business Overview - Yisheng Co., Ltd. is primarily engaged in the breeding and sales of various poultry and livestock, with chicken revenue accounting for 76.18% of total income, followed by pig revenue at 15.47% [3]. - The company operates in the agriculture, forestry, animal husbandry, and fishery sector, specifically in the meat chicken breeding industry [3].

Market Overview - On September 10, the aquaculture sector rose by 0.06% compared to the previous trading day, with Dongrui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with Dongrui Co., Ltd. closing at 16.75, up 2.82%, and a trading volume of 51,600 lots, amounting to 84.83 million yuan [1] - Other notable performers included Luoniushan Co., Ltd. at 6.38, up 1.92%, and Fucheng Co., Ltd. at 5.24, up 1.35% [1] Capital Flow - The aquaculture sector experienced a net outflow of 92.32 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - The overall capital flow indicates a shift in investor sentiment, with retail investors increasing their positions despite institutional selling [2] Individual Stock Capital Flow - Luoniushan Co., Ltd. had a net inflow of 21.54 million yuan from institutional investors, while it faced a net outflow of 9.92 million yuan from speculative funds [3] - Other stocks like Juxing Agriculture and Livestock Co. also saw similar trends, with net inflows from retail investors despite overall net outflows from institutional and speculative funds [3]

Company Overview - Yisheng Co., Ltd. is located in Yantai, Shandong Province, established on April 22, 1997, and listed on August 10, 2010. The company specializes in breeding and sales of various generations of meat chickens, pigs, dairy cattle, and agricultural equipment [1][2]. Financial Performance - For the first half of 2025, Yisheng Co., Ltd. reported operating revenue of 1.321 billion yuan, a year-on-year decrease of 3.98%. The net profit attributable to shareholders was 6.1551 million yuan, down 96.64% year-on-year [2]. - The company has cumulatively distributed 1.692 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3]. Stock Performance - As of September 4, Yisheng's stock price increased by 2.09% to 8.78 yuan per share, with a total market capitalization of 9.714 billion yuan. The stock has decreased by 6.72% year-to-date [1]. - The stock has seen a net outflow of 2.9988 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,000, with an average of 15,601 circulating shares per person, a decrease of 2.91% from the previous period [2][3]. - Among the top ten circulating shareholders, Guotai Zhongxin Livestock Breeding ETF holds 9.4508 million shares, an increase of 1.664 million shares compared to the previous period [3].

Core Viewpoint - The company plans to introduce 22,000 sets of grandparent meat chickens in September, with discussions ongoing for the October introduction plan, and the current avian influenza situation in France has not impacted these plans [1] Group 1 - The company is set to introduce 22,000 sets of grandparent meat chickens in September [1] - The October introduction plan is still under negotiation [1] - The avian influenza outbreak in France has not affected the company's introduction plans [1]

证券代码：002458 证券简称：益生股份 公告编号：2025-084 山东益生种畜禽股份有限公司 关于控股股东部分股份解除质押的公告 2、控股股东股份累计质押情况 截至公告披露日，控股股东及其一致行动人所持质押股份情况如 | 下： | | --- | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 情况 | | 情况 | | | 股东 | 持股数量 | 持股 | 累计被质押 | 占其所 | 占公司 | 已质押 | | | | | | | | 股份数量 | 持股份 | 总股本 | 股份限 | 占已 | 未质押股份限 | | | 名称 | （股） | 比例 | （股） | | | | 质押 | | 占未质押股 | | | | | | 比例 | 比例 | 售和冻 | | 售和冻结数量 | | | | | | | | | | 股份 | | 份比例 | | | | | | | | 结数量 | 比例 | （股） | | | | | | | | | （ ...

Core Viewpoint - Yisheng Co., Ltd. (002458) plans to introduce 22,000 sets of grandparent meat chickens in September, with discussions ongoing for the October introduction plan. The current avian influenza situation in France has not impacted the company's introduction plans [1]. Group 1 - The company is set to introduce 22,000 sets of grandparent meat chickens in September [1]. - The introduction plan for October is still under negotiation [1]. - The avian influenza outbreak in France has not affected the company's plans for introducing new stock [1].

Group 1 - The company has a monthly pricing system for parent stock broiler chicks, typically announcing the next month's prices around the 10th of each month [2] - As of now, the company has not yet announced the price for parent stock broiler chicks for October [2]

Group 1 - The core issue raised by investors is the potential impact of recent avian influenza outbreaks in France on the company's breeding plans for September and October [1] - The company plans to introduce 22,000 sets of grandparent meat chickens in September, with discussions ongoing for the October breeding plan [1] - As of now, the avian influenza situation in France has not affected the company's breeding plans [1]