Core Viewpoint - Xiaoming Co., Ltd. (300967.SZ) reported an increase in chicken product sales and revenue for August 2025, indicating a positive trend in performance despite challenges in the egg market [1] Company Performance - In August 2025, the company sold 21.59 million chickens, generating a revenue of 79.90 million yuan, with month-on-month changes of 8.34% and 6.34%, respectively, and year-on-year changes of 0.82% and 11.73% [1] - The growth in sales volume and revenue is attributed to the company's enhanced market share and the establishment of a new ecosystem for upstream and downstream development, which has improved customer loyalty [1] Industry Insights - The egg market faced weak overall demand due to hot and humid weather, with limited improvement from back-to-school stocking, leading to continued low egg prices [1] - The breeding sector is experiencing losses, resulting in low replenishment intentions among breeding units, which are adopting a wait-and-see approach after emptying their stocks [1] - A seasonal demand increase is anticipated in September due to factors such as cooler temperatures after the start of autumn, food processing for the Mid-Autumn Festival, and concentrated procurement needs from schools, although the extent of the increase may be limited [1]
晓鸣股份：8月鸡产品销售收入7990.41万元