【私募调研记录】星石投资调研益生股份

Group 1 - Star Stone Investment recently conducted research on Yisheng Livestock and Poultry Science and Technology Co., Ltd, revealing that large white feather broilers are primarily used for processing, while the Yisheng 909 small white feather broilers are more flexible in meeting market demands [1] - The price of parent breeding chicken seedlings increased from 45 yuan per set in May to 50 yuan per set in June, indicating a rising trend [1] - The company introduced 90,000 sets of grandparent meat breed chickens from March to May, which is a significant proportion, and expects tight supply of quality parent breeding chicken seedlings in the second half of 2025, which will support prices [1] Group 2 - Yisheng Livestock plans to invest in a project to build a breeding farm for 1 million sets of parent breeding chickens and a matching feed factory, which is expected to produce about 100 million commercial breeding chickens annually upon reaching full capacity [1] - The decision on which white feather chicken breed to raise is primarily based on which breed can generate more profit [1] - The company has extensive experience in breeding pigs and is strategically positioned in the breeding source sector [1]