智通财经网·2026-01-28 05:59Group 1 - The white chicken industry is expected to gradually improve in supply by 2026, driven by a rebound in prices and the impact of avian influenza on overseas breeding, which supports upstream breeding prices [1][3] - In 2025, the white chicken industry maintained a marginal profit, with a significant trend towards vertical integration across the entire industry chain, as evidenced by the top 10 slaughtering companies accounting for 46% of total slaughter volume [1][2] - Domestic breeding has accelerated due to the interruption of overseas breeding, with domestic breeds showing advantages in disease resistance and adaptability, leading to a 33.6% share of domestic breeds in the total breeding update [2] Group 2 - The inventory of parent stock is expected to decline gradually in 2026, with a projected decrease of approximately 3.3% and 12% year-on-year in March and April respectively, indicating a potential improvement in supply by the second half of 2026 [3] - The overall supply of the white chicken industry is anticipated to improve in 2026, with the breeding sector likely to achieve profitability, although capacity adjustments remain a significant factor affecting supply stability [3]