晓鸣股份公告称，2025年12月销售鸡产品2252.52万羽，销售收入6603.37万元，环比变动分别为 18.30%、41.51%，同比变动分别为-20.37%、-37.07%，当月销售均价2.93元/羽。当月销售数量与销售 收入环比均大幅提升，但同比受行业阶段性供需失衡与价格低迷双重压力，全国在产蛋鸡存栏高位，供 给压力显著，市场消费平淡，蛋鸡养殖持续亏损，价格端承压，生猪价格偏弱也抑制鸡蛋替代性消费。 此外，上述财务数据未经审计，仅包含鸡产品销售情况，投资者需谨慎决策注意风险。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：公告君 ...

格隆汇1月9日丨民和股份(002234.SZ)公布，2025年12月销售商品代鸡苗2,965.92万只，同比变动 65.22%，环比变动6.73%；销售收入10,298.67万元，同比变动53.09%，环比变动6.67%。 ...

人民财讯1月9日电，晓鸣股份（300967）1月9日公告，公司2025年12月销售鸡产品2252.52万羽，销售 收入6603.37万元，环比变动分别为18.30%、41.51%，同比变动分别为-20.37%、-37.07%。2025年12 月，公司鸡产品销售数量与销售收入环比均实现较大幅度提升。然而，从同比角度看，行业整体仍受阶 段性供需失衡与价格持续低迷的双重压力。 ...

民和股份（002234）(002234.SZ)披露2025年12月份鸡苗销售情况，公司2025年12月销售商品代鸡苗 2,965.92万只，同比变动65.22%，环比变动6.73%;销售收入1.03亿元，同比变动53.09%，环比变动 6.67%。 ...

智通财经APP讯，民和股份(002234.SZ)披露2025年12月份鸡苗销售情况，公司2025年12月销售商品代鸡 苗2,965.92万只，同比变动65.22%，环比变动6.73%;销售收入1.03亿元，同比变动53.09%，环比变动 6.67%。 ...

Core Viewpoint - The outbreak of highly pathogenic avian influenza in France has disrupted the supply of breeding chickens to China's white feather broiler industry, prompting a renewed focus on the need for domestic breeding autonomy [2][3]. Group 1: Impact of Avian Influenza - The avian influenza outbreak in France has led to the suspension of breeding chicken imports, affecting companies like Yisheng [3]. - Yisheng's planned importation of breeding chickens in late January 2026 has been halted, with no clear timeline for resumption [3]. - The poultry industry has faced multiple interruptions in breeding imports due to avian influenza in recent years, highlighting the vulnerability of the supply chain [3]. Group 2: Company Response and Strategy - Yisheng has proactively built reserves, having imported 266,000 sets of breeding chickens in 2025, accounting for over 40% of the national total [4]. - The company expects an increase in the supply of parent breeding chickens in 2026 compared to 2025, mitigating short-term impacts from the import suspension [4]. - Yisheng plans to increase its parent breeding stock to 10 million sets and expand its chick production capacity to 1 billion over the next four years [7]. Group 3: Market Dynamics and Price Trends - The price of parent breeding chickens has risen continuously since September 2025, reaching over 53 yuan per set, driven by reduced imports and expected future price increases [5]. - The domestic self-breeding ratio has exceeded 59%, with self-breeding chickens accounting for a significant portion of the total breeding stock, providing a buffer against external supply disruptions [6]. - The impact of the breeding interruption is expected to manifest gradually, potentially leading to a decrease in market supply and an increase in prices for broiler chickens by the second quarter of 2027 [6]. Group 4: Long-term Industry Considerations - The industry is being compelled to confront the fundamental issue of breeding autonomy, as domestic breeding strains still lag behind imported varieties in key performance metrics [6]. - Experts suggest that integrating domestic breeding resources and increasing R&D investment are essential for overcoming current limitations and enhancing competitiveness [6].

Group 1 - The core point of the article is that Shengnong Development (002299) reported a total of 37,143 shareholders as of December 19, 2025 [1]

Group 1 - The company, Shennong Development, indicated that its deep-processed meat products are primarily sold to Japan and South Korea, and it has successfully opened international markets for its breeding chicken business [2] - The company was asked about its product sales range, specifically regarding sales in Europe and EU countries, highlighting investor interest in the company's international operations [2]

标准落地赋能品 牌升级，陆丰老 水鸡养殖迈向全 产业链标准化新 时代_南方+_南 方plus 近日，广东省农 业标准化协会正 式发布《陆丰老 水鸡（麻黄鸡） 种鸡饲养管理技 术规程》《陆丰 老水鸡（麻黄 鸡）种蛋孵化技 术规程》和《陆 丰老水鸡（麻黄 鸡）商品代肉鸡 饲养管理技术规 程》三项团体标 准（标准编号： T/GDNB 312- 2025、T/GDNB 313-2025、 T/GDNB314- 2025）。这是国 内首次以陆丰老 水鸡养殖方式为 范本，出台全产 业链技术规范， 也标志着陆丰老 水鸡特色养殖模 式，正式告 别"经验养殖"模 式，迈入标准 化、品牌化发展 新赛道。 特色养殖 享誉粤东 政企协力 推动产业 升级 陆丰老水鸡（又 称陆丰麻黄 鸡），是当地农 户经长期实践培 育而成的特色养 殖品种，依托粤 东山林生态资源 形成独特养殖模 式。该品种以中 速型麻黄鸡为育 种基础，山林生 态放养120天以 上，并配套科学 饲喂管理模式， 肉质紧实弹牙且 风味浓郁醇厚。 在陆丰市政府高 度重视和大力扶 持下，陆丰市农 业农村局积极发 挥部门职能作 用，建设老水鸡 县级现代农业产 业园，为产业基 础设施 ...

中国银河国际的Jason Chandra在一份研究报告中称，印尼家禽公司的股价料将受到第一季度肉鸡价格强 劲势头的支撑。该分析师称，从历史上看，季节性规律表明，在印尼的节庆季度（今年是第一季度）期 间，肉鸡价格会保持高位。随着该国第一季度收获季节的临近，这些公司的原材料价格也料将下跌。进 入2026年，鉴于印尼的免费午餐计划将扩大到目标8,000万名接受者，肉鸡需求应会保持强劲。该经纪 机构的板块首选股是Japfa Comfeed Indonesia，给予其增持评级，目标价为3,300.00印尼盾。该股股价上 涨1.6%，报2,590.00印尼盾。 ...