据新华社报道，近来，欧洲多国暴发高致病性禽流感疫情，法国、德国、荷兰等国纷纷上调禽流感疫 情风险等级，并发布防控命令，疫情形势备受关注。 据央视新闻报道，当地时间23日，据德国负责动物健康事务的弗里德里希·洛夫勒研究所通报，近期 禽流感在德国多地蔓延，造成大量野生鹤及家禽死亡。 研究所表示，多个州的送检鸟类样本检测出了高致病性禽流感病毒H5N1型。本次疫情的传播规模为 德国近年来罕见，据初步估计，目前已有约2000只正在迁徙途中的鹤在德国境内死亡。据介绍，自 10月中旬以来，德国有七个联邦州已报告禽流感病例。 荷兰食品和消费品安全局22日发布公报说，在该国东部海尔德兰省一家蛋鸡养殖场检测出高致病性 禽流感病毒。为防疫情扩散，该局决定扑杀该养殖场内约16.1万只家禽。 本月6日，荷兰东北部德伦特省一家家禽养殖场报告出现高致病性禽流感疫情，约7.1万只家禽被扑 杀。16日，荷兰政府宣布在全国范围内实施家禽圈养和隔离措施，以防疫情进一步蔓延。 2025.10. 25 本文字数：867，阅读时长大约2分钟 世界动物卫生组织介绍，野鸟尤其是水禽，是禽流感病毒的天然宿主，它们是家禽中暴发禽流感疫情 的主要来源。 世界动物 ...

来源：新华日报综合新华社、央视新闻 据新华社报道，近来，欧洲多国暴发高致病性禽流感疫情，法国、德国、荷兰等国纷纷上调禽流感疫情 风险等级，并发布防控命令，疫情形势备受关注。 据央视新闻报道，当地时间23日，德国负责动物健康事务的弗里德里希·洛夫勒研究所通报，近期禽流 感在德国多地蔓延，造成大量野生鹤及家禽死亡。 西班牙卡斯蒂利亚-莱昂自治区的巴利亚多利德省禽流感疫情最为严重。西班牙中央兽医实验室发布的 数据显示，自9月19日以来，该省已暴发6起疫情，受影响禽类超过200万只。 世界动物卫生组织介绍，野鸟尤其是水禽，是禽流感病毒的天然宿主，它们是家禽中暴发禽流感疫情的 主要来源。 世界动物卫生组织最新报告称，今年9月家禽中的禽流感暴发次数已创下过去两个禽流感流行季周期里 同月最高纪录，预计在未来数月内，暴发次数还将进一步上升。 （文章来源：中国基金报） 研究所表示，多个州的送检鸟类样本检测出了高致病性禽流感病毒H5N1型。本次疫情的传播规模为德 国近年来罕见，据初步估计，目前已有约2000只正在迁徙途中的鹤在德国境内死亡。据介绍，自10月中 旬以来，德国有七个联邦州已报告禽流感病例。 荷兰食品和消费品安全局22 ...

来源：新华日报综合新华社、央视新闻 据新华社报道， 近来，欧洲多国暴发高致病性禽流感疫情， 法国、德国、荷兰等国纷纷 上调禽流感疫情风险等级，并发布防控命令，疫情形势备受关注。 据央视新闻报道，当地时间23日， 德国 负责动物健康事务的弗里德里希·洛夫勒研究所 通报，近期禽流感在德国多地蔓延，造成大量野生鹤及家禽死亡。 22日晚， 比利时 报 告 该 国 暴 发 禽 流 感 疫 情 ， 目 前 已 有 319 只 家 禽 死 亡 ， 6 万 余 只 被 扑 杀。比利时食品安全局下令即日起所有家禽都必须留在室内。此前一天，法国将该国禽流 感风险级别从"中级"上调为"高级"，并加强家禽养殖场的相关安全和预防措施。法国自 本月10日以来已报告4起在家禽养殖场暴发的禽流感疫情。 研究所表示，多个州的送检鸟类样本检测出了高致病性禽流感病毒H5N1型。本次疫情的 传播规模为德国近年来罕见，据初步估计，目前已有约2000只正在迁徙途中的鹤在德国 境内死亡。据介绍，自10月中旬以来，德国有七个联邦州已报告禽流感病例。 荷兰 食品和消费品安全局22日发布公报说，在该国东部海尔德兰省一家蛋鸡养殖场检测 出高致病性禽流感病毒。为防 ...

法国农业部官网说，欧洲多国近来在候鸟中检测出高致病性禽流感病毒的事件明显增多，这反映出 当前南迁通道上的野鸟中的病毒传播趋势。该通道的迁徙活动通常集中在每年9月至12月。野鸟是病毒 传入家禽养殖场和笼养鸟类的潜在传播者。 今年10月10日以来，法国本土的家禽养殖场确认了4起高致病性禽流感疫情，家庭小型禽舍中确认 了3起，发生疫情的区域均在大西洋迁徙通道上。 新华社巴黎10月22日电（记者 罗毓）法国农业部21日发布部长令，将该国本土范围内高致病性禽 流感的风险级别从"中级"上调为"高级"，并加强家禽养殖场的相关安全和预防措施。 法国农业部决定启动强化预防与生物安全措施。在全国层面，要求对各类家禽实施圈养、禁止各类 鸟类聚集性活动；在病毒传播风险区，要求在养殖场间调运鸭子等水禽前必须对它们进行病毒学检测， 进入鸭类养殖场的相关人员须遵守特定的进场条件等。 ...

高致病性禽流感是一种急性、病毒性传染病，鸟类感染后死亡率高。禽流感病毒在自然界中的宿主和传 播者主要是野生鸟类，特别是水禽。家禽可通过接触受感染的野生鸟类及其分泌物、粪便等感染。鸟类 也可能通过受病毒污染的水、饲料或物品等感染。 考虑到候鸟迁徙带来的禽流感疫情风险增加，食品和兽医服务局提醒所有家禽饲养者必须遵守生物安全 要求，应仅在有相关防护设施的区域饲养家禽，以防止野生鸟类特别是野生水禽进入。此外，发现家禽 疑似病例必须立即报告。 食品和兽医服务局发布数据显示，今年以来拉脱维亚已对50多份野生鸟类尸体样本进行高致病性禽流感 病毒实验室检测，此前所有检测结果均为阴性。自2021年以来，拉脱维亚共有200多只野生鸟类被检测 到感染高致病性禽流感病毒。今年5月底，拉脱维亚奥格雷地区一家养鸡场发现该国首例家禽感染高致 病性禽流感病毒病例。 新华社里加9月30日电（记者陈玉芬）拉脱维亚食品和兽医服务局30日发布新闻公告说，拉脱维亚确认 今年首例野生鸟类感染H5N1型高致病性禽流感病例。 据介绍，该病毒是在拉脱维亚古尔贝内市一个村庄发现的一只死亡天鹅体内检测出来的。 ...

新华财经伦敦9月1日电英国环境、食品与农村事务部和动植物卫生局8月31日发表联合声明说，英格兰 西南部出现H5N1型高致病性禽流感疫情。 声明说，当天，英格兰西南部德文郡附近一处饲养场确认暴发H5N1型高致病性禽流感疫情。饲养场周 围已划定3公里保护区和10公里监控区，饲养场内所有家禽将被扑杀。 （文章来源：新华社） 声明说，自去年11月英格兰出现高致病性禽流感疫情以来，英国各地已发现80起高致病性禽流感疫情。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The decline in chick prices has negatively impacted profitability, while the sales of breeding pigs are entering a release phase [2] - In the first half of 2025, the company achieved revenue of 1.32 billion yuan, a year-on-year decrease of 4.0%, and a net profit attributable to the parent company of 6.155 million yuan, down 96.6% year-on-year [4][5] - The company has seen a 15.7% year-on-year increase in the sales volume of white feather broiler chicks, but the price drop has affected profitability [4][5] Financial Performance Summary - In 1H2025, the company's revenue from broiler chicken business was 1.006 billion yuan, a decrease of 16.5% year-on-year, with a gross profit of 98 million yuan, down 72.8% [5] - The sales volume of breeding pigs reached 38,000 heads in 1H2025, a year-on-year increase of 355%, with revenue from the pig business at 204 million yuan, up 128.7% [5] - The company expects to achieve main business revenues of 3.384 billion yuan, 4.010 billion yuan, and 5.005 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 141 million yuan, 450 million yuan, and 469 million yuan [7][10] Sales and Production Insights - The company introduced 230,000 sets of Hubbard breeding chickens in 2024, a year-on-year increase of approximately 44%, laying a solid foundation for growth in parent and commercial chick sales in 2025 [5] - The sales price for white feather parent chicks in 1H2025 was approximately 30 yuan per set, while the price for commercial chicks ranged from 2.3 to 2.4 yuan per chick [5] - The company anticipates steady growth in the sales volume of its 909 small white feather broiler chicks in 2025 [5] Future Projections - The company projects parent chick sales of 12 million sets, 12 million sets, and 13 million sets for 2025, 2026, and 2027 respectively, with commercial chick sales of 665 million, 632 million, and 664 million [7] - The expected compound annual growth rate for breeding pig sales from 2024 to 2027 is 145.5%, with a projected sales volume of 100,000 heads, 150,000 heads, and 200,000 heads for the respective years [7]

Group 1 - Brazil has officially notified the World Organisation for Animal Health (OMSA) that it has regained its status as a "non-infected country" for highly pathogenic avian influenza after 28 days without new cases [1] - The Brazilian Ministry of Agriculture and Livestock initiated a rapid response and disinfection process after the first case was confirmed on May 16, leading to a successful end of the "empty period" [1] - The Brazilian Animal Protein Association (ABPA) announced that the Ministry has begun notifying countries that had previously suspended imports due to the outbreak, aiming to restore poultry product exports [1] Group 2 - Brazil is one of the world's largest chicken exporters, with poultry products playing a significant role in its agricultural exports [2] - The projected chicken export value for Brazil in 2024 is $9.54 billion, with major markets including China, Saudi Arabia, the UAE, the EU, and Japan [2]

Core Insights - Brazil's Ministry of Agriculture reported a case of highly pathogenic avian influenza in a self-sufficient poultry farm in Campinapolis, Mato Grosso state, with immediate containment measures implemented [1] - The outbreak is not expected to affect Brazil's poultry product international trade, as there are no commercial poultry farms within a 10-kilometer radius of the outbreak [1] - Brazil is the world's largest poultry exporter, and while avian influenza has impacted exports, the overall chicken export volume has shown growth in 2023 [2] Group 1 - The recent outbreak of avian influenza is contained, with no new cases reported, and the Ministry of Agriculture emphasizes that consumption and export of poultry products remain safe [1] - The poultry sector is under close monitoring, with measures in place to ensure public health and stabilize both domestic supply and exports [2] Group 2 - In May 2025, Brazil's chicken export volume is projected to be 393,400 tons, a decrease of 12.9% compared to the same period in 2024, with export value dropping by 9.5% to $741.1 million [2] - Despite the challenges, from January to May 2023, Brazil exported 2.256 million tons of chicken, reflecting a year-on-year increase of 4.8%, with export revenue reaching $4.234 billion, up 10.18% [2]

Core Insights - Brazil's Ministry of Agriculture confirmed the first outbreak of highly pathogenic avian influenza (HPAI) in a commercial farm, marking a significant event for the country's poultry industry [1] Group 1: Outbreak Details - The outbreak was reported on May 16, 2023, in a commercial breeding farm located in Monte Negro, Rio Grande do Sul [1] - The virus identified is the H5N1 strain of highly pathogenic avian influenza [1] Group 2: Industry Implications - This incident raises concerns for Brazil's poultry sector, which is a major player in the global market for poultry products [1] - The discovery of HPAI in a commercial setting could lead to increased biosecurity measures and potential impacts on poultry production and exports [1]