益生股份(002458.SZ)：2026年1月白羽肉鸡苗销售收入1.41亿元，同比下降2.62%

Core Viewpoint - Yisheng Co., Ltd. (002458.SZ) reported a decline in sales volume and revenue for its white feather broiler chicks in January 2026, while experiencing significant growth in sales of breeding pigs due to supply constraints and seasonal factors [1] Group 1: Sales Performance - In January 2026, the sales volume of white feather broiler chicks reached 43.7994 million, with sales revenue of 141 million yuan, reflecting year-on-year changes of -19.37% and -2.62%, respectively [1] - The sales volume of Yisheng 909 small white feather broiler chicks was 5.4656 million, generating sales revenue of 6.7774 million yuan, with year-on-year changes of -27.27% and -19.17% [1] - The sales volume of breeding pigs was 8,752 heads, with sales revenue of 17.8731 million yuan, showing year-on-year increases of 797.64% and 565.27% [1] Group 2: Price and Supply Dynamics - The price of parent white feather broiler chicks has been increasing month-on-month due to tight supply conditions [1] - The sales volume of commercial white feather broiler chicks decreased month-on-month in January 2026, leading to a significant impact on revenue due to a seasonal hatching pause [1] - The breeding pig production capacity is steadily being released, contributing to the substantial year-on-year increase in sales volume and revenue for breeding pigs in January 2026 [1] Group 3: Seasonal Factors - Seasonal factors influenced some customers to complete breeding stock introductions before December 2025, resulting in a low base for January 2026 sales figures [1]