Group 1 - The core point of the article is that Minhe Holdings (002234.SZ) reported significant growth in the sales of broiler chicks for September 2025, with a total of 26.4172 million chicks sold, representing a year-on-year increase of 36.97% and a quarter-on-quarter increase of 3.47% [1] - The sales revenue for the same period reached 85.3445 million yuan, showing a year-on-year increase of 25.16%, although it experienced a quarter-on-quarter decline of 1.23% [1]

Core Viewpoint - The company announced significant growth in pig sales for 2025 compared to 2024, despite a decline in sales revenue, indicating a shift in production strategy and market dynamics [1] Sales Performance - For September 2025, the company expects to sell 410,900 pigs, which includes 398,200 commercial pigs and 12,700 piglets, representing a year-on-year increase of 28.33% and a quarter-on-quarter increase of 1.18% [1] - Cumulative pig sales from January to September 2025 reached 3,762,200 pigs, with 3,593,100 being commercial pigs and 169,100 piglets, marking a year-on-year increase of 34.78% [1] - The total sales revenue for the first nine months of 2025 is projected at 6.395 billion yuan, a year-on-year decrease of 4.17% [1] Revenue Analysis - The sales revenue for September 2025 is expected to be 639 million yuan, reflecting a quarter-on-quarter decline of 6.28% [1] - In contrast, the cumulative sales revenue for January to September 2025 is 6.395 billion yuan, which shows a year-on-year increase of 30.18% compared to the same period in 2024 [1] Production Strategy - The increase in pig sales for September 2025 is attributed to the "company + farmer" breeding model, which has led to higher output [1]

Core Viewpoint - Yisheng Co., Ltd. (002458) reported significant changes in sales figures for September 2025, indicating a mixed performance in its poultry and breeding sectors [1] Sales Performance - The company sold 52.8372 million broiler chicks in September 2025, generating sales revenue of 188 million yuan, with year-on-year changes of +6.89% in quantity and -6.82% in revenue, and month-on-month changes of -8.77% in quantity and -12.01% in revenue [1] - In contrast, the company sold 12,585 breeding pigs in September 2025, achieving sales revenue of 28.0791 million yuan, with year-on-year changes of +475.45% in quantity and +356.68% in revenue, and month-on-month changes of +46.47% in quantity and +46.96% in revenue [1] Capacity and Growth - The significant increase in breeding pig sales is attributed to the steady release of breeding pig capacity, leading to substantial year-on-year and month-on-month growth in both sales quantity and revenue [1]

一、主要经营数据 （一）生猪销售情况 证券代码：600975 证券简称：新五丰 公告编号：2025-047 湖南新五丰股份有限公司 2025 年 1-9 月主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2025 年 1-9 月主要经营数据公告如下： 1、2025 年 1-9 月公司生猪销售情况 | 月份 | 生猪销量（万头） | | 商品猪销量 | | 商品猪 | | --- | --- | --- | --- | --- | --- | | | | | （万头） | | 销价 | | | 当月 | 累计 | 当月 | 累计 | （元/公斤） | | 4 月 | 40.81 | 167.48 | 24.08 | 93.90 | 14.82 | | 5 月 | 38.70 | 206.18 | 24.35 | 118.25 | 14.72 | | 6 月 | 37.15 | 243.33 | 21.92 | 140.17 | 14.25 | | 7 ...

Core Viewpoint - Dabeinong (002385.SZ) reported an increase in pig sales and revenue for September 2025, indicating growth in the livestock sector despite a slight decline in revenue year-on-year [1] Sales Performance - In September 2025, the company sold 373,700 pigs, with a sales revenue of 541 million yuan [1] - The sales volume increased by 6.10% month-on-month and 33.08% year-on-year [1] - The sales revenue saw a month-on-month increase of 3.64% but a year-on-year decrease of 6.24% [1] Year-to-Date Performance - From January to September 2025, the company sold a total of 3.1608 million pigs, representing a year-on-year growth of 25.93% [1] - The cumulative sales revenue for the same period reached 4.898 billion yuan, reflecting a year-on-year increase of 13.96% [1] Pricing and Weight Metrics - The average weight of the sold pigs was 128.86 kg, with an average selling price of 12.91 yuan per kg [1]

Core Viewpoint - New Five Feng (600975.SH) reported a significant increase in pig sales volume for the period of January to September 2025, indicating a positive growth trend in the company's performance [1] Group 1: Sales Performance - The company sold a total of 3.5555 million pigs, representing a year-on-year increase of 14.42% [1] - Out of the total sales, 2.0838 million were sold as commercial pigs [1]

Core Viewpoint - The company reported a total of 3.5555 million pigs sold from January to September 2025, indicating a significant operational scale in the livestock sector [1] Group 1: Sales Performance - The company sold a total of 3.5555 million pigs during the first nine months of 2025 [1] - Out of the total, 2.0838 million were sold as commercial pigs, highlighting the focus on market-oriented production [1]

格隆汇10月10日丨唐人神(002567.SZ)公布，2025年9月生猪销量41.09万头（其中商品猪39.82万头，仔 猪1.27万头），2024年9月生猪销量32.02万头（其中商品猪28.89万头，仔猪3.13万头），同比上升 28.33%，环比上升1.18%；销售收入合计63,944万元，同比下降4.17%，环比下降6.28%。2025年1-9月累 计生猪销量376.22万头（其中商品猪359.31万头，仔猪16.91万头），2024年1-9月累计生猪销量279.14万 头（其中商品猪247.84万头，仔猪31.30万头），同比上升34.78%；销售收入639,535万元，同比上升 30.18%。 ...

2025年1-9月累计生猪销量376.22万头(其中商品猪359.31万头，仔猪16.91万头)，2024年1-9月累计生猪 销量279.14万头(其中商品猪247.84万头，仔猪31.30万头)，同比上升34.78%;销售收入63.95亿元，同比 上升30.18%。 唐人神（002567）(002567.SZ)发布公告，公司2025年9月生猪销量41.09万头(其中商品猪39.82万头，仔 猪1.27万头)，2024年9月生猪销量32.02万头(其中商品猪28.89万头，仔猪3.13万头)，同比上升28.33%， 环比上升1.18%;销售收入合计6.39亿元，同比下降4.17%，环比下降6.28%。 ...

Group 1 - The core point of the article is that Xinwufeng (600975) reported significant growth in both pig sales and feed sales for the first nine months of 2025, indicating a positive trend in the company's performance [1] Group 2 - In the period from January to September 2025, the company sold 3.5555 million pigs, which represents a year-on-year increase of 14.42% [1] - The average selling price of commercial pigs was 14.47 yuan per kilogram [1] - The company sold 10,414.98 tons of feed during the same period, marking a year-on-year growth of 22.11% [1]