要说起吃鸡，中国在全世界当属第一大消费国。 一年下来，中国人能吃掉约70亿只白羽肉鸡！而这些白羽肉鸡从哪里来？ 福建一家企业一年出栏8亿羽肉鸡，其生产的鸡肉占领了全球70%；在中国，则贡献近50%的产量。 这家企业就是福建圣农控股集团。 圣农集团因具备完整产业链而成为亚洲养鸡行业的龙头企业，一体化规模堪称全世界第一，市值一度达到了205亿元。 2025年圣农集团营收高达351.13亿，一只鸡撑起了一个商业帝国，造就了一个百亿富豪。 圣农集团是怎么一个企业？ 它在中国白羽肉鸡市场占比最大，在养鸡领域是最大的上市公司。 不止如此，圣农集团把一只鸡开发得很彻底，生肉熟肉都在生产，甚至鸡血、鸡毛、鸡粪都利用了起来。 圣农集团最开始只是福建山坳里一个养鸡场，后来鸡肉业务量增大。 创始人傅光明考虑到人工杀鸡不卫生也不环保，国产杀鸡设备也存在一些卫生问题，便花30万美元购买了一套进口全自动的冻肉加工设备。 圣农在"装备"上一下子与同行（同行用的都是国产杀鸡设备）拉开了距离，意外撞开了现代化国际的大门。 因为购买进口设备，圣农集团吸引到了肯德基的注意。 当时肯德基准备落户福州，急需找到一个有质量保证且提供大量鸡肉的商家。 这 ...

日本三重县政府当地时间13日通报称，该县津市确认一起高致病性禽流感病例。这是本季日本全国第16例。该养鸡场饲养的约2.5万只蛋鸡将全部 被扑杀。（总台记者 林博翰） △资料图 ...

Core Insights - The recent surge in egg prices in Japan has significantly impacted consumers and businesses, with prices reaching historical highs, causing financial strain on households and the food industry [1][5][7] Group 1: Price Impact on Consumers - The average price of medium-sized eggs in Tokyo has reached 324 yen per kilogram in 2025, surpassing the average during the 2023 egg shortage [1] - The national average retail price for 10 eggs in December 2025 is reported at 308 yen, marking the highest level since records began in 2003 [1] - Families are feeling the pinch as eggs, a staple food, have become increasingly expensive, affecting their ability to provide affordable nutrition for children [4] Group 2: Impact on the Food Industry - The restaurant industry, particularly those heavily reliant on eggs, is facing challenges; for instance, a popular egg rice restaurant in Nagoya has seen the cost of 10 kg of eggs rise from 3,600 yen to 4,500 yen [2] - Some businesses are absorbing costs rather than passing them on to consumers, with reports of sandwich shops and cake factories struggling to maintain profitability amid rising ingredient prices [3][4] - The rise in egg prices has led to the bankruptcy of 27 noodle restaurants in Osaka from January to November 2025, the highest number recorded [4] Group 3: Causes of Price Surge - The ongoing avian influenza outbreak has led to the culling of over 9 million poultry, primarily egg-laying hens, exacerbating supply issues [5] - Rising feed costs due to global supply chain instability and currency depreciation have further strained the poultry industry, with the government struggling to implement effective subsidies [5] - Extreme heat during the summer of 2025 has negatively affected egg production rates, compounding the supply-demand imbalance [5] Group 4: Government Response - The Ministry of Agriculture, Forestry and Fisheries is promoting the use of liquid eggs to stabilize prices, with subsidies for building storage facilities for frozen liquid eggs [6] - These measures aim to address seasonal supply fluctuations, although they may not provide immediate relief during the current price crisis [6]

编辑：付健青 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 日本农林水产省表示，这是本禽流感流行季日本发生的第10起疫情。 茨城县称，24日上午接到该养鸡场多只鸡死亡的报告，县有关部门对10只鸡进行禽流感检测，检测结果 全部呈阳性。后经基因检测，确认感染高致病性禽流感病毒。 来源：中国新闻网 日本茨城县出现禽流感疫情 约97万只鸡将被扑杀 中新网12月25日电 据日本《读卖新闻》报道，当地时间25日，日本茨城县表示，该县一家养鸡场确认 发生高致病性禽流感疫情。 据报道，茨城县表示，该县一家养鸡场的蛋鸡中，检测出高致病性禽流感病毒(H5亚型)，目前，已开始 对该养鸡场饲养的约97万只鸡进行扑杀处理。 ...

Core Insights - The chicken industry is experiencing significant performance divergence among listed companies in Q3, with some achieving remarkable profit growth while others face substantial declines [1][2]. Group 1: Company Performance - Shengnong Development (002299) reported a net profit increase of 202.82% year-on-year, reaching 1.159 billion yuan, despite a 11.4% decline in Q3 net profit [1]. - Chunxue Food (605567) saw a staggering 1320.44% increase in net profit for the first three quarters, totaling 33.87 million yuan, with Q3 net profit growth of 190.90% driven by cost optimization and export growth [1]. - Lihua Co. (300761) experienced a 75.27% decline in net profit for the first three quarters, with Q3 decline further expanding to 76.40% due to downward pressure on yellow feather chicken prices [1]. - Yisheng Co. (002458) faced an 89.42% drop in net profit for the first three quarters, with negative growth in both revenue and net profit in Q3, although showing improvement on a quarter-on-quarter basis [1]. - Minhe Co. (002234) continued to incur losses, reporting a net loss of 230 million yuan for the first three quarters [1]. Group 2: Industry Trends - The fluctuations in the chicken industry are attributed to a combination of price cycles and cost disturbances, with yellow feather chicken selling at an average price of 13.53 yuan/kg in Q3 [2]. - The average price of white feather chicken products in September was 8,663 yuan/ton, reflecting a 0.8% decrease month-on-month and a 6.4% year-on-year decline, primarily due to high inventory levels and weaker-than-expected consumer demand [2]. - The industry anticipates a potential recovery in both volume and price in Q4, driven by upcoming holidays and limited supply growth, which may support price increases for yellow feather chicken [2]. Group 3: Market Dynamics - The rapid decline in pork prices since October may lead to lower-than-expected demand for chicken as a substitute [3]. - Leading companies are focusing on full industry chain integration and channel structure upgrades to build competitive advantages, making them attractive to investors [3].

Core Points - Japan has confirmed an outbreak of highly pathogenic avian influenza in a poultry farm in Hokkaido, marking the first case of the season [1][4] - Approximately 459,000 egg-laying hens will be culled, and movement restrictions have been placed on four nearby poultry farms housing around 620,000 birds [4] - The Japanese government has emphasized the need for heightened vigilance as this is the sixth consecutive season of outbreaks, with warnings that any region could potentially experience similar incidents [4] Summary by Sections - **Outbreak Details** - The outbreak was confirmed in a poultry farm located in Shiraoi, Hokkaido, with the government announcing the culling of about 459,000 hens [1][4] - **Preventive Measures** - A 10-kilometer movement ban has been imposed on four nearby poultry farms, affecting a total of approximately 620,000 birds [4] - **Government Response** - A cabinet meeting was held to address the outbreak, with officials stressing the importance of maintaining high alert during this period, which has historically seen concentrated outbreaks [4] - The Minister of Agriculture, Forestry and Fisheries has warned that outbreaks could occur anywhere in the country and urged poultry farmers to implement comprehensive preventive measures [4]

Core Viewpoint - The article highlights the entrepreneurial journey of Han Chun, the chairman of Jiangxi Gexi Zhengtai Poultry Development Co., Ltd., who has successfully transformed a small-scale poultry operation into a modern agricultural enterprise while promoting local economic development and community welfare [1][7]. Group 1: Entrepreneurial Journey - Han Chun started his career with humble beginnings, working in a printing factory before returning to his hometown to start a small supermarket and later venturing into poultry farming [2]. - In 2005, he began raising chickens, initially experimenting with different types to determine which was most profitable, ultimately focusing on egg production [2][3]. - Despite facing significant setbacks, including a devastating building collapse and the impact of avian influenza, Han Chun persevered and adapted his business model to survive [2][3]. Group 2: Innovation and Technology - Han Chun emphasizes the importance of technology in modern agriculture, believing it enhances efficiency and productivity [5]. - He invested in advanced poultry farming equipment from abroad, overcoming initial challenges related to local environmental conditions through persistent adaptation and learning [4][5]. - The company has implemented a smart farming system that significantly increases operational efficiency, allowing one worker to manage 12.5 times more chickens than before [6]. Group 3: Community Development - The company has grown from a small workshop to a leading agricultural enterprise with 137 employees and an annual output of over 10,000 tons of eggs, generating more than 100 million yuan in revenue [7]. - Han Chun has established a support mechanism for local farmers, helping them improve their livelihoods through shared resources and training [7]. - The cooperative model has successfully increased the income of over 530 local households by an average of nearly 20,000 yuan per year [7]. Group 4: Social Responsibility - Han Chun actively engages in social responsibility initiatives, including educational support for underprivileged children and community development projects [8]. - The company is also exploring rural tourism opportunities, enhancing local economic activity and attracting youth back to the area [9]. - Future plans include developing an ecological circular agriculture demonstration park that integrates smart farming, organic planting, and educational experiences [9].

Core Insights - Guangdong Province is a unique player in China's broiler chicken industry, with per capita poultry consumption at 49.2 pounds, double the national average, reflecting a strong regional preference for chicken meat [1] - The launch of the "Chinese Native Chicken Industry Base" aims to enhance the market for native chicken varieties and promote high-quality industry development through multi-party collaboration [1][2] - The introduction of the "Chinese Native Chicken Culinary Culture Promotion Center" by five leading companies aims to establish standards and marketing strategies to differentiate native chickens from fast-growing white-feathered chickens [2][3] Industry Challenges - The market share of yellow-feathered chickens has dropped from 38% in 2018 to 23% in 2024, with younger consumers showing less loyalty compared to older demographics [3] - The emergence of small white-feathered chickens, which offer a balance between growth speed and meat quality, poses a competitive threat to traditional yellow-feathered chickens [3] - The impact of avian influenza has led to live poultry bans in some areas, complicating the supply chain for yellow-feathered chickens [3] Product Development and Innovation - The native chicken varieties are characterized by slower growth and higher production costs, but they offer superior flavor and quality, which are increasingly sought after by consumers [2][4] - Companies like Wens Foodstuff Group have developed a "company + farmer" model to enhance the scale of yellow-feathered chicken farming and have established breeding companies to lead in the industry [5] - The development of a dynamic preservation system for local chicken breeds aims to integrate flavor genetics into commercial breeding, creating a closed-loop system for preservation, breeding, and promotion [5][6] Market Trends and Consumer Preferences - The demand for high-quality, flavorful chicken is rising, with a growing trend towards pre-prepared chicken dishes that cater to health-conscious consumers [8] - The promotion of native chicken culture through creative marketing strategies, such as fashion shows, aims to engage younger consumers and enhance cultural recognition [7][8] - The market for pre-prepared chicken dishes is projected to reach 485 billion yuan in 2024, with a 33.8% year-on-year growth, indicating strong potential for native chicken products [8] Strategic Initiatives - The establishment of the Chinese Native Chicken Industry Base is intended to support the scale and standardization of the native chicken industry, providing a solid foundation for industry upgrades [6] - The focus on product certification and branding aims to enhance consumer trust and recognition of native chicken products, differentiating them from white-feathered chickens [6][9] - The industry is shifting from basic consumption to a focus on high-quality experiences, with companies aiming to meet the evolving demands of consumers for both flavor and cultural significance [9]

Core Viewpoint - The leading chicken producer, Shengnong Development, is expected to report a significant increase in net profit for the first half of the year, with projections indicating a growth of over 700% compared to the previous year [2]. Financial Performance - Shengnong Development anticipates a net profit attributable to shareholders of between 850 million to 950 million yuan, representing a year-on-year increase of 732.89% to 830.88% [2]. - The company's non-recurring net profit is projected to be between 330 million to 420 million yuan, reflecting a year-on-year growth of 256.20% to 353.35% [2]. - The expected net profit midpoint suggests that the company's earnings for the first half of the year may reach a five-year high [2]. Growth Drivers - The company attributes its performance improvement to three main factors: 1. Continued rapid growth in retail channels, with stable growth in export and catering sectors, leading to an optimized revenue structure [2]. 2. Strengthened cost advantages through lean management practices and increased self-use of the new self-developed chicken breed "Shengze 901 Plus," resulting in a significant reduction in overall meat production costs compared to the same period last year [2]. 3. The completion of the controlling merger with Taiyanggu, generating an investment income of approximately 540 million to 550 million yuan, alongside improved operational efficiency from prior industry empowerment and lean management [2]. Sales Performance - In the sales report for May, Shengnong Development noted stable growth in fresh food product sales and a 9% increase in deep-processed product sales, with the proportion of deep-processed products continuing to rise [2]. Stock Performance - Following the profit forecast announcement, Shengnong Development's stock price rose rapidly, with an increase of over 20% from January 13 to April 11 [3]. - Recently, the stock has experienced a slight increase over six consecutive trading days, with a cumulative rise of 5.74%, although it remains 14.86% below its year-to-date high [3].

Core Points - Brazil has reported its first outbreak of highly pathogenic avian influenza (HPAI) in commercial poultry farming, specifically the H5N1 strain [1] - The affected farm is located in Monte Negro, Rio Grande do Sul, primarily involved in breeding parent stock [1] - Approximately 1.7 million eggs have been destroyed in Rio Grande do Sul, and 450 tons of eggs from the affected area have been disposed of in Minas Gerais [1] - A special task force has been established to conduct biosecurity checks within a 10-kilometer radius of the outbreak site, inspecting 524 locations [1] - Disinfection checkpoints will be set up near the outbreak site to sanitize vehicles [1] - Brazil is the world's largest chicken exporter, and the government has assured that the risk of human infection is low, with certified poultry products deemed safe for consumption [1] Industry Impact - Several countries, including Mexico, Argentina, Chile, and the European Union, have announced a suspension of imports of Brazilian chicken [2]