调研速递|山东益生接待长江证券等9家机构 2025祖代引种占比43% 2026鸡苗行情展望乐观
Xin Lang Zheng Quan·2026-01-11 09:21

Core Insights - In 2025, the introduction of grandparent stock broilers in China decreased by over 10%, with Shandong Yisheng accounting for 43% of the total, solidifying its position as the industry leader [2] - The price of parent stock broilers has surpassed 53 yuan, and the market for commercial broiler chicks is expected to perform better in 2026 compared to 2024 due to reduced supply and increased demand [3] - The company has a grandparent stock capacity of over 400,000 sets, currently operating at full capacity, with an expected increase in parent stock supply in 2026 [4] - The company is set to receive a new breed certificate for its layer chick business in the first half of 2026, which could open up opportunities for overseas exports [5] - The white chicken slaughter volume in 2025 is projected to decline by 5%, but is expected to grow in 2026 due to policy support aimed at expanding poultry consumption [6]