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：2022-016 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|--------------------------------------------------------------------------|-------------------|-------|-------|------------------------ ...

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：2021-002 | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------|--------------------------------------|-------|-------| | | | | | | | | ■特定对象调研 □分析师会议 | | | | | | □媒体采访 □业绩说明会 | | | | | 投资者关系 | □新闻发布会 | | | | | 活动类别 | □现场参观 | | | | | | □其他 （请文字说明其他活动内容） | | | | | 参与单位 | 首创证券股份有限公司 | | | | | 名称及人员姓名 时间 | 2021年5 月11日 上午 | | | | | | 地点 山东益生种畜禽股份有限公司会议室 | | | | | 上市公司 | 副总裁、董事会秘书兼财务总监 ...

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：2021-006 | --- | --- | --- | --- | --- | --- | --- | |----------------|-------------------------------------------------|--------------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | | | | | | 投资者关系 | □新闻发布会 | □路演活动 | | | | | | 活动类别 | □现场参观 | | | | | | | | □其他 | （请文字说明其他活动内容） | | | | | | | 华安证券股份有限公司：王莺 | | | | | | | 参与单位 | 长江证券股份有限公司：姚雪梅 | | | | | | | 名称及人员姓名 | 点钢投资管理 ...

Group 1: Market Trends - The price of commodity broiler chicks has increased due to rising demand and insufficient supply, with upstream chick supply not meeting slaughter capacity needs [2] - The price of parent stock chicks has also risen, driven by the increasing scale of the industry and demand from large breeding enterprises [2] - In the long term, domestic chicken consumption is expected to increase, with per capita consumption in China at 12.01 kg in 2019, compared to 46 kg in the US and 22 kg in the EU, indicating significant growth potential [3] Group 2: Company Performance - The company's production capacity decreased in April due to the age of breeding chickens, but is expected to improve as younger chickens begin production from May [3] - The company has over 20 years of experience in breeding pigs, achieving top results in provincial testing and being certified as a national core breeding farm in 2013 [3] - The company plans to expand its breeding projects, with a target of maintaining 18,000 breeding sows and 25,000 grandparent sows, aiming to become a leading enterprise in the domestic breeding industry [3] Group 3: Stock Issuance - The company is conducting a non-public stock issuance to expand its breeding projects, with the proposal already approved by the shareholders' meeting [4]

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：2021-005 | --- | --- | --- | --- | --- | --- | --- | |-----------------------------|-----------------------------------|-----------------------------------------------------------------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | ■特定对象调研 □分析师会议 | | | | | | | 投资者关系 | □媒体采访 □业绩说明会 | | | | | | | 活动类别 | □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） | | | | | | 参与单位 | | 天风证券股份有 ...

Group 1: Company Overview - Shandong Yisheng Livestock and Poultry Breeding Co., Ltd. specializes in breeding and selling high-quality poultry and livestock [2] - The company has over 20 years of experience in breeding original pigs and has achieved significant results in provincial testing [3] Group 2: Product Highlights - Lifen White Feather Broilers are known for their strong disease resistance, high survival rates, and low feed-to-meat ratios, making them popular among customers [2] - Yisheng 909, a new small white feather broiler, has completed pilot testing and is currently applying for variety recognition [2][3] - The Yisheng 909 broiler can be marketed for both live chicken and processed meat, suitable for various farming methods [3] Group 3: Sales and Market Demand - The company is experiencing a shortage of chicken seedlings, with parent stock prices increasing monthly, and orders for commercial broiler chicks booked until July [3] - The demand for breeding pigs is expected to rise due to the increase in new pig farms, with a 40% annual elimination rate for sows [3] - The company has imported 1,300 original breeding pigs from Denmark and plans to import an additional 3,000 Danish and 3,000 French breeding pigs [3] Group 4: Market Trends - The consumption of chicken is expected to grow as it is favored for its high protein, low fat, and low cholesterol content, indicating a long-term trend of chicken replacing pork in diets [4] - The market for high-quality breeding pigs is significant due to the scarcity of domestic quality stock, with increasing demand from large-scale pig farms [3][4] Group 5: Equipment and Innovations - The company's agricultural equipment division, Shandong Sifang Xinyu Agricultural Equipment Co., Ltd., holds over 60% of the domestic high-end market for rabbit breeding equipment [4] - The company is a leader in environmental control for livestock housing, particularly in heat recovery and IoT applications, with rapid business growth in recent years [4] Group 6: Financial Developments - The company has received approval for a non-public stock issuance, with intermediary institutions preparing application materials for submission to the China Securities Regulatory Commission [4]

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：2021-008 | --- | --- | --- | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------------------------------------------------------------|--------------------------------------|-------|-------|-------|-------| | | | | | | | | | | ■特定对象调研 □分析师会议 | | | | | | | 投资者关系 | □媒体采访 □业绩说明会 □新闻发布会 | □路演活动 | | | | | | 活动类别 | □现场参观 | | | | | | | | | | | | | | | | | | | | | | | | □其他 （请文字说明其他活动内容） | | | | | | ...

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：2021-007 | --- | --- | --- | --- | |---------------------------|----------------------------------------------------------------------------|-------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2021-009 | --- | --- | --- | |-------------------------------------|----------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Group 1: Company Overview - Established in 1989, Shandong Yisheng Livestock and Poultry Breeding Co., Ltd. focuses on introducing and breeding high-quality livestock and poultry breeds, becoming the largest grandparent meat chicken breeding enterprise in China and Asia, holding approximately 1/3 of the domestic market share [2] - The company has implemented a source purification strategy and successfully passed the "National Poultry Leukemia Purification Demonstration Farm" certification by the Ministry of Agriculture and Rural Affairs [2][3] Group 2: Product Development - The self-developed Yisheng 909 small white feather meat chicken has been recognized as a national livestock and poultry new variety, suitable for various breeding methods and showing significant economic benefits [3] - The company has over 20 years of experience in breeding original pigs, achieving first prize in quality assessments for 5 out of the last 7 years [3] Group 3: Market Dynamics - The import volume of grandparent chickens is expected to decline due to recent outbreaks of avian influenza in the U.S., which may affect domestic supply [4] - The average price of commercial chicken seedlings has been on the rise since late March 2022, with prices stabilizing above 3 RMB per chick by late April [4][5] Group 4: Demand Factors - Increased demand for chicken is anticipated due to the recovery of the tourism and catering industries, with a notable rise in per capita chicken consumption [5] - The price of pork has risen by over 20% compared to March, which is expected to positively influence chicken prices due to the correlation between pork and chicken markets [5] Group 5: Future Outlook - Overall, the market outlook for the second half of the year is expected to be better than the first half, driven by reduced supply and recovering demand [5]