南财智讯1月8日电，温氏股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 500000万元—550000万元，同比预减40.73%—46.12%；预计2025年全年归属于上市公司股东的扣除非 经常性损益的净利润为480000万元—530000万元，同比预减44.64%—49.86%，业绩变动原因说明如 下：1、报告期内，公司销售生猪4,047.69万头（其中毛猪和鲜品3,544.67万头，仔猪503.02万头），毛 猪销售均价13.71元/公斤，同比下降17.95%。报告期内，公司强抓基础生产管理和重大疫病防控等工 作，大生产保持稳定，核心生产指标持续优化，公司养殖成本同比下降，但由于生猪销售价格同比出现 较大幅度下降，公司生猪养殖业务利润同比下降。2、报告期内，公司销售肉鸡13.03亿只（含毛鸡、鲜 品和熟食），毛鸡销售均价11.78元/公斤，同比下降9.80%。报告期内，公司养鸡业务生产持续保持高 水平稳定，但由于毛鸡销售价格同比下跌，公司肉鸡养殖业务利润同比下降。 ...

智通财经APP讯，温氏股份(300498.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 50亿元至55亿元，同比下降(追溯调整后)40.73%至46.12%。扣除非经常性损益后的净利润48亿元至53亿 元，同比下降(追溯调整后)44.64%至49.86%。 报告期内，公司销售肉鸡13.03亿只(含毛鸡、鲜品和熟食)，毛鸡销售均价11.78元/公斤，同比下降 9.80%。 报告期内，公司销售生猪4,047.69万头(其中毛猪和鲜品3,544.67万头，仔猪503.02万头)，毛猪销售均价 13.71元/公斤，同比下降17.95%。由于生猪销售价格同比出现较大幅度下降，公司生猪养殖业务利润同 比下降。 ...

【温氏股份：2025年净利同比预降40.73%-46.12%】智通财经1月8日电，温氏股份(300498.SZ)公告称， 温氏股份预计2025年归属于上市公司股东的净利润为50.00亿元–55.00亿元，比上年同期下降 40.73%-46.12%。报告期内，公司生猪销售均价同比下降17.95%，肉鸡销售均价同比下降9.80%，虽养 殖成本下降、生产稳定，但因畜禽产品价格整体下行，导致养殖业务利润同比减少。 转自：智通财经 ...

人民财讯1月8日电，温氏股份（300498）1月8日发布业绩预告，预计2025年归母净利50亿元—55亿元， 同比下降40.73%—46.12%。报告期内，公司强抓基础生产管理和重大疫病防控等工作，大生产保持稳 定，核心生产指标持续优化，公司养殖成本同比下降，但由于生猪销售价格同比出现较大幅度下降，公 司生猪养殖业务利润同比下降。报告期内，公司养鸡业务生产持续保持高水平稳定，但由于毛鸡销售价 格同比下跌，公司肉鸡养殖业务利润同比下降。 ...

Summary of the Conference Call for Yisheng Co., Ltd. Industry Overview - The poultry industry is currently facing challenges due to high pathogenic avian influenza, particularly affecting the importation of grandparent breeding chickens from France, which has been suspended since late January 2026. [2][4] - The impact of avian influenza has led to a reduction in the import volume of grandparent chickens by 10%, which may influence market supply and pricing dynamics for chicken and meat products. [3][19] Key Points and Arguments - **Supply and Pricing Dynamics**: - The price of parent breeding chickens has increased since September 2025, currently around 50 yuan, due to a significant import volume in 2025. [2][4] - In Q4 2025, Yisheng sold over 3.5 million sets of parent breeding chickens at an average price of over 33 yuan, and 162 million commercial chicks at an average price of 3.4 yuan. [9] - The price of commercial broilers reached a peak of 3.85 yuan per jin in December 2025, supported by rising meat prices and reduced supply. [11] - **Impact of Diseases**: - Seasonal diseases, particularly tumors and stress-related issues, are expected to affect breeding efficiency in 2026, especially in Shandong province, a major breeding area. [12] - **Future Outlook**: - The company anticipates focusing on parent breeding in the first half of 2026 and on commercial breeding in the second half, with expectations of improved market conditions compared to 2024. [13] - The recovery of pork prices is expected to drive up chicken and broiler prices in the latter half of 2026. [13] Additional Important Information - **Capital Expenditure Plans**: - Yisheng plans to increase parent breeding output from 7 million to 10 million sets and expand commercial chick exports from 600 million to 1 billion. The company also plans to invest approximately 500 million yuan in a residential project in Shanxi. [5][15] - **Challenges in Importing**: - The approval process for importing from other regions has become more stringent, with timelines extending to two to three months. Currently, there are no confirmed alternative sources for rapid imports. [6][7] - **Dividend Expectations**: - The company aims to provide returns to shareholders through dividends when conditions allow, though specific timing and amounts remain uncertain due to compliance issues. [16] - **New Product Development**: - Yisheng is actively developing its own egg-laying chicken breeds, with plans to promote a new American breed expected to receive certification in the first half of 2026. [18] - **Market Position**: - Yisheng was previously the largest grandparent breeding chicken company in China, with a strong market share. The introduction of new domestic breeds is expected to enhance competitiveness. [18][21] - **Investment Recommendations**: - Given the current valuation and growth potential, investors are encouraged to pay attention to the white chicken sector, particularly Yisheng, due to its profit elasticity and favorable market conditions. [20]

Core Viewpoint - Yisheng Co., Ltd. has shown a positive stock performance with a 6.68% increase year-to-date and a 2.64% rise on January 8, 2025, indicating potential investor interest in the company [1]. Group 1: Company Overview - Yisheng Co., Ltd. is located in Yantai, Shandong Province, and was established on April 22, 1997, with its stock listed on August 10, 2010 [1]. - The company's main business includes breeding and sales of various generations of meat chickens, pig farming, agricultural equipment production, feed production, dairy farming, and organic fertilizer production [1]. - The revenue composition is as follows: chicken income accounts for 76.18%, pig income for 15.47%, livestock equipment for 5.48%, dairy products for 1.72%, and other income for 1.14% [1]. Group 2: Financial Performance - For the period from January to September 2025, Yisheng Co., Ltd. reported a revenue of 2.036 billion yuan, a year-on-year decrease of 5.44%, and a net profit attributable to shareholders of 31.7869 million yuan, down 89.42% year-on-year [2]. - The company has distributed a total of 1.692 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the last three years [3]. Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Yisheng Co., Ltd. was 42,200, a decrease of 12.13% from the previous period, while the average circulating shares per person increased by 13.80% to 17,754 shares [2]. - The top ten circulating shareholders include the Guotai Zhongzheng Livestock Breeding ETF, which holds 14.8357 million shares, an increase of 5.3849 million shares from the previous period, and Hong Kong Central Clearing Limited, which is a new shareholder holding 7.1349 million shares [3].

格隆汇1月8日丨唐人神(002567.SZ)在投资者互动平台表示，公司"唐小厨"是肉品业务的食养产品品牌， 食养产品定位"食美味、营养好、安全便捷"，聚焦美味、健康、营养、便捷的家庭消费场景。公司"食 养产品"是生猪全产业链往消费终端延伸，其实现六大创新，即在原材料、产品、品牌、渠道、客户体 验、组织方面进行创新，是公司肉制品业务发展的重要方向之一。 ...

格隆汇1月8日丨唐人神(002567.SZ)在投资者互动平台表示，公司"唐小厨"是肉品业务的食养产品品牌， 食养产品定位"食美味、营养好、安全便捷"，聚焦美味、健康、营养、便捷的家庭消费场景。公司"食 养产品"是生猪全产业链往消费终端延伸，其实现六大创新，即在原材料、产品、品牌、渠道、客户体 验、组织方面进行创新，是公司肉制品业务发展的重要方向之一。 ...

证券代码：603363 证券简称：傲农生物 公告编号：2026-001 福建傲农生物科技集团股份有限公司 2025年12月养殖业务主要经营数据公告 ■ 二、其他说明 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。 福建傲农生物科技集团股份有限公司（以下简称"公司"）现将2025年12月养殖业务主要经营数据披露如 下： 一、2025年12月养殖业务主要经营数据 单位：万头 ■ 2025年12月，公司生猪销售量16.23万头，同比增加28.39%，较2025年11月增加2.92%。 2025年12月末，公司生猪存栏74.34万头，较2024年12月末增加44.92%，较2025年11月末增加6.24%。 公司积极推动生猪养殖产能优化工作，合理调整养殖布局、规模与品种结构，后续将继续坚持"稳字当 头、持续降本"的策略，集中资源发展优势产能，务实经营发展目标，切实推进降本工作。 单位：万头 本次披露的2025年12月养殖经营数据来自公司内部统计，未经审计，仅供投资者及时了解本公司养殖业 务生产经营概况，未对公司未来经营情况作出任何承诺 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002661 证券简称：克明食品 公告编号：2026-002 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 陈克明食品股份有限公司（以下简称"公司"）控股子公司阿克苏兴疆牧歌食品股份有限公司（以下简 称"兴疆牧歌"）经营范围包括畜禽养殖业务，现公司就每月畜禽销售情况进行披露，具体内容如下： 一、2025年12月生猪销售情况 三、风险提示 1、上述销售情况只代表兴疆牧歌生猪养殖业务销售情况，公司其他业务板块的经营情况不包括在内。 2、生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家生猪生产者来说，都是客观 存在的、不可控制的外部风险。生猪市场价格的大幅波动，可能会对公司的经营业绩产生重大影响。 四、其他提示 公司指定信息披露媒体为《证券时报》《中国证券报》《上海证券报》《证券日报》和巨潮资讯网 （www.cninfo.com.cn）。公司所有信息均以上述指定媒体刊登的信息为准，请广大投资者理性决策、 谨慎投资、注意风险。 特此公告。 兴疆牧歌2025年12月份销售生猪8.01万头，销量环 ...