Core Viewpoint - Xiantan Co., Ltd. reported a significant increase in chicken product sales revenue and volume for July, indicating strong market performance and growth potential in the poultry industry [1] Financial Performance - In July, the company achieved chicken product sales revenue of 511 million yuan, representing a year-on-year increase of 18.19% [1] - The sales volume reached 59,600 tons, showing a year-on-year growth of 24.92% [1] - On a month-on-month basis, sales revenue increased by 12.41% and sales volume rose by 13.02% [1] Production Capacity and Development - The company is making steady progress in the research and development, brand building, and sales market for its first phase of the prepared food project [1] - The second phase of the project commenced production on July 17, 2024, with production capacity gradually being released [1] - As production and processing quantities increase, both sales volume and revenue are expected to rise correspondingly [1]

Core Viewpoint - Xiantan Co., Ltd. reported a significant increase in chicken product sales revenue and volume for the year ending July 2025, indicating strong growth in both the poultry farming and food processing sectors [1] Group 1: Company Performance - Xiantan Co., Ltd. achieved chicken product sales revenue of 511 million yuan and sales volume of 59,600 tons, representing year-on-year changes of 18.19% and 24.92%, respectively [1] - The poultry farming and processing sector generated chicken product sales revenue of 456.615 million yuan and sales volume of 55,200 tons, with year-on-year changes of 14.90% and 21.76% [1] - The food processing sector reported chicken product sales revenue of 54.344 million yuan and sales volume of 4,400 tons, showing substantial year-on-year increases of 55.56% and 85.17% [1] Group 2: Comparative Analysis - The year-on-year revenue growth in the poultry farming and processing sector was accompanied by quarter-on-quarter increases of 10.73% in revenue and 10.89% in volume [1] - The food processing sector also experienced quarter-on-quarter growth, with revenue increasing by 28.84% and volume by 48.78% [1]

证券代码：002746 证券简称：仙坛股份 公告编号：2025-043 山东仙坛股份有限公司 | 股东名称 | 持股数量（万 | 持股 比例 | 累计 质押 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 持股份 | 总股本 | 已质押股份 | 占已质 | 未质押股份 | 占未质 | | | 股） | （%） | 数量 | 比例 | 比例 | 限售和冻结 | 押股份 | 限售和冻结 | 押股份 | | | | | （万股） | （%） | （%） | 数量（万股） | 比例（%） | 数量（万股） | 比例（%） | | 王寿纯 | 20,115 | 23.37 | 0 | 0 | 0 | 0 | 0 | 15,086.25 | 75.00 | | 曲立荣 | 18,360 | 21.34 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | 山东仙东控 股有限公司 | 1,550.0093 | 1.80 | 0 | 0 | 0 ...

其中，家禽饲养加工行业实现鸡肉产品销售收入 45,661.50 万元，销售数量 5.52 万吨（注：抵消前的鸡肉产品销售收入为 49,250.02 万元，销售数量 5.84 万吨），同比变动 14.90%、21.76%，环比变动 10.73%、10.89%；食品加工行业实 现鸡肉产品销售收入 5,434.44 万元，销售数量 0.44 万吨，同比变动 55.56%、 85.17%，环比变动 28.84%、48.78%。 证券代码：002746 证券简称：仙坛股份 公告编号：2025-042 山东仙坛股份有限公司 2025 年 7 月份销售情况简报 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、2025 年 7 月份销售情况简报 山东仙坛股份有限公司（以下简称"公司"）2025 年 7 月实现鸡肉产品销售 收入 51,095.94 万元，销售数量 5.96 万吨，同比变动幅度分别为 18.19%、24.92%， 环比变动幅度分别为 12.41%、13.02%。 山东仙坛股份有限公司董事会 上述数据未经审计，与定期报告披露的数据之间可能存在差异。因此上述数 ...

Core Viewpoint - Xiantan Co., Ltd. reported a significant increase in chicken product sales revenue and volume for July 2025, indicating strong performance in both the poultry farming and food processing sectors [1] Group 1: Company Performance - The company achieved chicken product sales revenue of 511 million yuan and sales volume of 59,600 tons in July 2025, representing year-on-year changes of 18.19% and 24.92%, respectively [1] - The poultry farming and processing sector generated chicken product sales revenue of 457 million yuan and sales volume of 55,200 tons, with year-on-year changes of 14.90% and 21.76% [1] - The food processing sector reported chicken product sales revenue of 54.34 million yuan and sales volume of 4,400 tons, showing year-on-year changes of 55.56% and 85.17% [1] Group 2: Comparative Analysis - The company experienced a quarter-on-quarter increase in chicken product sales revenue and volume, with changes of 12.41% and 13.02%, respectively [1] - In the poultry farming and processing sector, quarter-on-quarter changes in sales revenue and volume were 10.73% and 10.89%, respectively [1] - The food processing sector saw quarter-on-quarter changes of 28.84% in sales revenue and 48.78% in sales volume [1]

Core Viewpoint - Xiantan Co., Ltd. reported a significant increase in chicken product sales revenue and volume for July 2025, indicating strong growth in both the poultry farming and food processing sectors [1] Group 1: Sales Performance - The total sales revenue for chicken products reached 511 million yuan, with a sales volume of 59,600 tons, representing year-on-year changes of 18.19% and 24.92%, respectively [1] - The poultry farming and processing sector generated sales revenue of 457 million yuan and a sales volume of 55,200 tons, with year-on-year changes of 14.90% and 21.76% [1] - The food processing sector achieved sales revenue of 54.34 million yuan and a sales volume of 4,400 tons, with year-on-year changes of 55.56% and 85.17% [1] Group 2: Quarter-on-Quarter Changes - The total sales revenue and volume saw quarter-on-quarter increases of 12.41% and 13.02%, respectively [1] - The poultry farming and processing sector experienced quarter-on-quarter changes of 10.73% in revenue and 10.89% in volume [1] - The food processing sector reported quarter-on-quarter increases of 28.84% in revenue and 48.78% in volume [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002746 证券简称：仙坛股份 公告编号：2025-041 山东仙坛股份有限公司关于完成对全资子公司增资暨工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本次增资事项概述 山东仙坛股份有限公司（以下简称"公司"）于2025年7月9日召开第五届董事会第十三次会议，审议通过 了《关于向全资子公司增加注册资本的议案》，同意公司以自有资金向全资子公司山东仙坛仙食品有限 公司（以下简称"仙坛仙食品"）增加注册资本15,000万元，以满足仙坛仙食品业务发展的需求。本次增 资完成后，仙坛仙食品注册资本由人民币17,600万元增加至32,600万元。具体内容详见公司于2025年7月 10日在巨潮资讯网（www.cninfo.com.cn）披露的《关于向全资子公司增加注册资本的公告》（公告编 号：2025-037）。 二、本次增资的进展情况 近日，仙坛仙食品已取得烟台市牟平区市场监督管理局颁发的营业执照，至此，本次增资事项已完成。 仙坛仙食品的相关登记信息如下： 企业名称：山东仙坛仙食品有限公 ...

证券代码：002746 证券简称：仙坛股份 公告编号：2025-041 山东仙坛股份有限公司 关于完成对全资子公司增资暨工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次增资事项概述 山东仙坛股份有限公司（以下简称"公司"）于 2025 年 7 月 9 日召开第五届 董事会第十三次会议，审议通过了《关于向全资子公司增加注册资本的议案》， 同意公司以自有资金向全资子公司山东仙坛仙食品有限公司（以下简称"仙坛仙 食品"）增加注册资本 15,000 万元，以满足仙坛仙食品业务发展的需求。本次增 资完成后，仙坛仙食品注册资本由人民币 17,600 万元增加至 32,600 万元。具体 内容详见公司于 2025 年 7 月 10 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于向全资子公司增加注册资本的公告》（公告编号：2025-037）。 二、本次增资的进展情况 企业类型：有限责任公司（自然人投资或控股的法人独资） 企业住所：山东省烟台市牟平区沁水工业园崔山大街 288 号 法定代表人：刘吉峰 注册资本：叁亿贰仟陆佰万元整 ...

Investment Rating - The industry investment rating is "Recommended" with an expectation that the industry index will exceed the benchmark index by more than 5% in the next 3-6 months [3][52]. Core Viewpoints - The report indicates that the prices of broilers and chicks have remained stable, with profits in the breeding sector showing some recovery. However, there are significant losses in the broiler farming and hatching sectors [1][43]. - The report emphasizes the importance of monitoring the recovery of poultry consumption in the context of economic recovery, as well as the impact of external factors such as avian influenza on supply chains [46]. Summary by Sections Industry Basic Data - The industry consists of 101 listed companies with a total market value of 1,395.44 billion and a circulating market value of 1,070.09 billion [3]. Price Trends - In June, the average price of broilers was 7.18 yuan/kg, down 0.07% year-on-year and down 3% month-on-month. The average price of chicken products was 8,687.5 yuan/ton, down 6% year-on-year and down 2% month-on-month [11][8]. - The average price of chicks in June was 2.29 yuan/chick, a decrease of 21% month-on-month and 4% year-on-year [8][11]. Production Capacity - As of June 2025, the average stock of parent stock was 23.17 million sets, an increase of 8.5% year-on-year but a decrease of 2.8% month-on-month. The average stock of backup parent stock was 15.57 million sets, down 1.9% year-on-year and up 3.8% month-on-month [34][27]. Sales Performance - In June, the sales revenue of Yisheng Co. for parent and commercial chicks was 1.29 billion, down 13.58% year-on-year and down 25.54% month-on-month. The sales volume was 0.61 billion, up 17.68% year-on-year but down 7.26% month-on-month [14]. - The sales revenue of Shengnong Development for chicken was 11.64 billion, up 4.30% year-on-year and up 1.04% month-on-month, with a sales volume of 12.32 million, up 3.18% year-on-year [14]. Investment Recommendations - The report suggests focusing on companies such as Shengnong Development, Yisheng Co., and Hefeng Co. due to their potential for profit improvement and valuation recovery in the context of expected consumption recovery [46].

Group 1 - The company, Shandong Xiantan Co., Ltd., has received a letter from its sponsor, Founder Securities, regarding the replacement of the continuous supervision representative [1] - The original representatives, Mr. Cao Fangyi and Mr. Xuan Hucheng, were responsible for the continuous supervision of the company's non-public stock issuance project since its listing [1] - Mr. Jiang Zhuocheng has been appointed as the new representative to replace Mr. Cao Fangyi, ensuring the orderly continuation of the supervision work [1] Group 2 - The change in representatives does not affect the ongoing supervision work by Founder Securities for the company [1] - The company expresses gratitude to Mr. Cao Fangyi for his contributions during his tenure as the representative [1]