益生股份(002458.SZ):自今年8月份以来,公司的父母代鸡苗价格呈逐月上涨趋势

Core Viewpoint - The article highlights the Chinese government's commitment to ensuring food security and promoting the poultry industry, particularly the white feather broiler sector, as part of its rural reform and revitalization efforts [1] Group 1: Government Policies - The 2025 Central Document No. 1 emphasizes the importance of ensuring national food security [1] - The Ministry of Agriculture and Rural Affairs, along with other departments, has issued the "Food and Nutrition Development Outline (2025-2030)," focusing on optimizing the production and sales structure of poultry meat and expanding poultry consumption [1] - The Ministry of Agriculture has developed the "Feed Conservation Action Implementation Plan," aiming to reduce the average feed consumption per kilogram of animal products by over 0.2 kg (a reduction of more than 7%) by 2030 compared to 2023 [1] Group 2: Industry Insights - The white feather broiler industry is recognized for its advantages in resource conservation (feed, land, water), low carbon emissions, short production cycles, and quick returns, making it a key area for national development [1] - According to the China Animal Husbandry Association, the renewal rate of grandparent white feather broiler chickens from January to October this year has decreased by 15% year-on-year, which will impact the supply of parent stock chicks in 7 months and market-ready chicks in 14 months [1] - The company has increased the import volume of grandparent broiler chickens to ensure future market supply of white feather broiler chicks in China [1] - Due to tight supply, the prices of parent stock chicks have been rising monthly since August this year [1]

YISHENG-益生股份(002458.SZ):自今年8月份以来,公司的父母代鸡苗价格呈逐月上涨趋势 - Reportify