山东仙坛集团股份有限公司 2025 年 11 月份销售情况简报 证券代码：002746 证券简称：仙坛股份 公告编号：2025-068 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 11 月份销售情况简报 山东仙坛集团股份有限公司（以下简称"公司"）2025 年 11 月实现鸡肉产品 销售收入 49,364.35 万元，销售数量 5.74 万吨，同比变动幅度分别为 11.63%、 18.34%，环比变动幅度分别为-1.79%、1.89%。 其中，家禽饲养加工行业实现鸡肉产品销售收入 43,077.97 万元，销售数量 5.29 万吨（注：抵消前的鸡肉产品销售收入为 46,538.37 万元，销售数量 5.58 万吨），同比变动 5.20%、14.33%，环比变动-5.62%、0.02%；食品加工行业实现 鸡肉产品销售收入 6,286.38 万元，销售数量 0.45 万吨，同比变动 92.03%、 100.54%，环比变动 35.97%、30.29%。 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 据仅作为阶段性数据供投 ...

仙坛股份公告称，2025年11月公司实现鸡肉产品销售收入49364.35万元，销售数量5.74万吨，同比分别 变动11.63%、18.34%，环比分别变动-1.79%、1.89%。其中，家禽饲养加工行业销售收入43077.97万 元，销售数量5.29万吨；食品加工行业销售收入6286.38万元，销售数量0.45万吨。公司调理品一期项目 稳步推进，二期已投产，产能逐步释放。公告提醒，数据未经审计，且不包含其他业务，鸡肉价格波动 或影响业绩。 ...

证券时报·数据宝统计显示，仙坛股份今日收盘价为6.03元，下跌1.47%，日换手率为1.81%，成交额为 7807.53万元，全天主力资金净流入544.61万元，近5日该股累计下跌1.95%，近5日资金合计净流出 681.43万元。 两融数据显示，该股最新融资余额为1.76亿元，近5日增加27.17万元，增幅为0.15%。 据天眼查APP显示，山东仙坛集团股份有限公司成立于2001年06月14日，注册资本86053.8727万人民 币。（数据宝） 仙坛股份12月4日大宗交易平台出现一笔成交，成交量65.30万股，成交金额393.76万元，大宗交易成交 价为6.03元。该笔交易的买方营业部为机构专用，卖方营业部为中信证券股份有限公司上海分公司。 12月4日仙坛股份大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 65.30 | 393.76 | 6.03 | 0.00 | 机构专 | 中信证券股份有限公司 ...

Market Overview - The aquaculture sector experienced a decline of 1.58% on November 21, with Huaying Agriculture leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Huaying Agriculture (002321) closed at 3.24, down 10.00% with a trading volume of 1.5762 million shares and a turnover of 517 million yuan [1] - Tianyu Biological (603717) closed at 8.44, down 8.76% with a trading volume of 209,500 shares and a turnover of 180 million yuan [1] - Yike Food (301116) closed at 12.20, down 8.20% with a trading volume of 271,100 shares and a turnover of 338 million yuan [1] - Other notable declines include Fucheng Co. (600965) down 4.95%, Tianbang Food (002124) down 4.23%, and Dongrui Co. (001201) down 4.07% [1] Capital Flow - The aquaculture sector saw a net outflow of 572 million yuan from institutional investors, while retail investors contributed a net inflow of 261 million yuan [1] - The table of capital flow indicates that Xiaoming Co. (300967) had a net outflow of 912.89 million yuan from institutional investors [2] - Jingqi Zhino (000048) experienced a net inflow of 856.43 million yuan from institutional investors [2] - Shengnong Development (002299) had a net inflow of 134.24 million yuan from institutional investors [2]

Core Viewpoint - Xiantan Co., Ltd. experienced a decline of 1.54% in stock price on November 20, with a trading volume of 90.13 million yuan, indicating a potential market reaction to recent financial data and trading activities [1] Financing Summary - On November 20, Xiantan Co., Ltd. had a financing buy-in amount of 13.46 million yuan and a financing repayment of 13.37 million yuan, resulting in a net financing buy of 89,800 yuan [1] - The total financing and securities balance as of November 20 was 169 million yuan, which represents 3.06% of the circulating market value, indicating a low financing balance compared to the past year [1] - In terms of securities lending, 600 shares were repaid while 1,100 shares were sold, with a selling amount of 7,051 yuan, and the securities lending balance was 512,800 yuan, which is at a high level compared to the past year [1] Financial Performance - For the period from January to September 2025, Xiantan Co., Ltd. achieved an operating income of 4.139 billion yuan, reflecting a year-on-year growth of 8.72% [2] - The net profit attributable to the parent company for the same period was 193 million yuan, showing a significant year-on-year increase of 72.48% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Xiantan Co., Ltd. was 28,100, a decrease of 8.29% from the previous period, while the average circulating shares per person increased by 9.03% to 25,211 shares [2] - Since its A-share listing, Xiantan Co., Ltd. has distributed a total of 1.24 billion yuan in dividends, with 516 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 17.98 million shares, an increase of 7.82 million shares from the previous period, while Guotai CSI Livestock Breeding ETF is a new entrant as the seventh largest shareholder with 11.38 million shares [3]

Core Points - Xiantan Co., Ltd. announced the change of its full company name, which does not affect its stock abbreviation or code [2] - The company completed the registration procedures for the name change with the market supervision administration and obtained a new business license [2] Summary by Category - **Company Name Change** - The company held the 15th meeting of the fifth board of directors and the second temporary shareholders' meeting on October 25 and November 12, 2025, respectively, to approve the proposal for changing the full company name [2] - The full name change has been officially registered and documented, with the new business license issued [2] - **Stock Information** - The stock abbreviation "Xiantan Co., Ltd." and the stock code "002746" remain unchanged despite the name change [2]

证券代码：002746 证券简称：仙坛股份 公告编号：2025-067 山东仙坛集团股份有限公司 关于变更公司全称暨完成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的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 一、公司全称变更的说明 山东仙坛集团股份有限公司（以下简称"公司"）于 2025 年 10 月 25 日和 2025 年 11 月 12 日分别召开了第五届董事会第十五次会议和 2025 年第二次临时股东会，审议通过了 《关于拟变更公司全称的议案》。本次变更公司全称不涉及公司证券简称及证券代码变更， 证券简称"仙坛股份"、证券代码"002746"保持不变，具体内容详见公司于 2025 年 10 月 28 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于拟变更公司全称的公告》（公 告编号：2025-063）。 法定代表人：王寿纯 注册资本：捌亿陆仟零伍拾叁万捌仟柒佰贰拾柒元整 成立日期：2001 年 06 月 14 日 经营范围：许可项目：饲料生产；粮食收购；家禽饲养；活禽销售；家禽屠宰；食品 生产；食品经营；货物进出口；技术进出口；道路货物运输（不含危险货物） ...

Core Viewpoint - The company has officially changed its name from "Shandong Xiantan Co., Ltd." to "Shandong Xiantan Group Co., Ltd." as confirmed by market regulatory authorities [1] Group 1 - The board of directors and shareholders' meetings were held on October 25 and November 12, 2025, respectively, to approve the name change proposal [1] - The company has completed the industrial and commercial change registration and the filing of the new Articles of Association, obtaining a new business license [1] - The change does not affect the stock abbreviation or code, which remains "Xiantan Co." and "002746" respectively [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The demand for meat chickens is entering a peak season, providing price support, while egg prices are declining, leading to accelerated culling of laying hens [8] - The report highlights the performance of various poultry segments, including white feathered chickens, yellow feathered chickens, and laying hens, with specific price trends and inventory changes [13][23][31] Summary by Sections 1. White Feathered Chickens - The average sales price for white feathered meat chickens in October 2025 was 6.93 yuan/kg, with a slight decrease of 0.06 yuan/kg month-on-month. The breeding loss was 1.78 yuan per bird, continuing a trend of losses [13] - The price of white feathered chicken seedlings rose to 3.39 yuan each, an increase of 0.58 yuan month-on-month, indicating positive stocking activity ahead of the peak demand season [14] - The total inventory of white feathered grandparent stock was 2.0209 million sets, down 1.30% month-on-month, with a decrease in both breeding and backup stock [14] 2. Yellow Feathered Chickens - The average sales price for medium-speed yellow feathered chickens in October was 12.86 yuan/kg, with a slight decrease of 0.03% month-on-month. The demand is supporting price stability [23] - The sales volume of parent yellow feathered chicken seedlings increased by 8.87% month-on-month, while the total inventory of yellow feathered grandparent stock decreased by 2.65% [23] 3. Laying Hens - The average price of laying hen seedlings was 2.80 yuan each, up 7.69% month-on-month, while the wholesale price of eggs dropped to 5.72 yuan/kg, down 20.11% month-on-month [31] - The profit from laying hen farming was -24.44 yuan per bird, a decrease of 26.56 yuan month-on-month, indicating pressure on profitability due to high inventory levels and low egg prices [31] 4. Sales and Revenue Trends - In October, the sales volume of chicken products showed mixed results, with some companies experiencing declines in sales volume but increases in revenue due to higher average prices [43][49] - For example, Xiantan Co. reported a chicken sales volume of 52,900 tons, down 1.37% month-on-month, but an increase in sales revenue to 456 million yuan, up 4.05% month-on-month [43]

Core Insights - The aquaculture sector experienced a rise of 0.62% on November 13, with Huaying Agriculture leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Aquaculture Sector Performance - Huaying Agriculture (002321) closed at 3.23, with a gain of 3.86% and a trading volume of 856,300 shares, amounting to a transaction value of 272 million [1] - Other notable performers included: - Yike Food (301116) at 11.78, up 2.08% [1] - Lihua Co. (300761) at 21.83, up 1.87% [1] - Tianyu Biological (603717) at 9.80, up 1.34% [1] - Fucheng Co. (600965) at 5.76, up 1.05% [1] Capital Flow Analysis - The aquaculture sector saw a net inflow of 161 million from institutional investors, while retail investors experienced a net outflow of 25.91 million [2][3] - Key stocks with significant capital flow included: - Muyuan Foods (002714) with a net inflow of 97.67 million from institutional investors [3] - Wens Foodstuff Group (300498) with a net inflow of 35.87 million [3] - Tianyu Biological (603717) with a net inflow of 22.67 million [3]