登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、土地收储补偿事项概述 （一）因城市建设需要，佛山市人民政府计划将"种鸡场"地块用于建设佛山高新区极核--佛山创新灯塔 社区项目。佛山高新技术产业开发区管理委员会（以下称：佛山市高新区管委会）受佛山市人民政府委 托，统筹处理"种鸡场"地块搬迁补偿事宜。广东佛高控股有限公司（以下称：佛高控股）为佛山高新区 管委会全资子公司，受佛山高新区管委会委托，办理具体事宜。2019年12月31日，佛高控股与公司下属 控股子公司佛山市南海种禽有限公司（以下称：南海种禽公司）就"种鸡场"地块搬迁项目签订了《搬迁 补偿意向书》。意向书约定：为了奠定良好的合作基础，以保障搬迁补偿工作的顺利进行，佛高控股承 诺于2019年12月31日前支付预付款人民币200,000,000元（大写贰亿元整）至南海种禽公司指定的银行账 户。2019年12月31日，南海种禽公司收到佛高控股按意向书约定支付的预付款人民币200,000,000元（大 写贰亿元整）。 （二）2020年9月25日，公司2020年 ...

农林牧渔 农业行业周报 同步大市-A（维持) 建议关注生猪养殖行业的新一轮产能去化 2026 年 1 月 13 日 行业研究/行业周报 农林牧渔行业近一年市场表现 本周（1 月 5 日-1 月 11 日）沪深 300 指数涨跌幅为+2.79%，农林牧渔 板块涨跌幅为+ 0.98%，板块排名第 28，子行业中水产养殖、动物保健、其 他种植业、食品及饲料添加剂、肉鸡养殖表现位居前五。 资料来源：常闻 首选股票 评级 本周猪价环比上涨，单头生猪养殖亏损缩窄。截至 1 月 9 日，四川/广 东/河南外三元生猪均价分别为 13.10/12.86/12.93 元/公斤，环比上周分别 +0.77%/-3.02%/+0.78%；平均猪肉价格为 17.97 元/公斤，环比上周+1.18%； 仔猪平均批发价格 16.50 元/公斤，环比上周+6.45%。自繁自养利润为-11.54 元/头，亏损环比收窄约 23.05 元/头；外购仔猪养殖利润为-2.31 元/头，亏损 环比收窄约 46.04 元/头。截至 1 月 9 日，白羽肉鸡养殖利润为 0.45 元/羽， 环比-23.73%。 002311.SZ 海大集团 买入-A 0022 ...

广弘控股公告称，因多重因素影响，公司子公司南海种禽公司"种鸡场"地块收储调整为分块分期付款交 地和确认清算。目前，北部地块收储及生产经营功能搬迁已完成，补偿余款3871.03万元作为南部地块 预付款；南部地块2025年开始收储，已预支付部分补偿款2.98亿元，部分土地已预交付。佛山土储中心 争取2026年底前支付剩余补偿款1.38亿元。公司预计该事项影响2025年度净利润约2.15亿元，具体以审 计结果为准。 ...

Core Insights - The project in Xin Tai City, Shandong Province, has a total investment of 11.6 million yuan, with 28 high-standard vegetable greenhouses expected to increase the annual income of 150 local laborers by 25,000 yuan each [1] - The initiative is part of a broader strategy to leverage central special lottery public funds to revitalize revolutionary old areas, integrating resources from 13 neighboring villages to explore new paths for rural revitalization [1] Group 1 - The project has established a leadership group co-chaired by the city’s party secretary and mayor, integrating 23 departments to create a responsibility chain that covers all 13 villages in the project area [1] - A joint party committee named "Bao Feng Shou Xin" has been formed to coordinate land, labor, and other resources, enhancing the "Party branch + cooperative + farmer" model [1] Group 2 - Xin Tai has developed a diversified investment structure combining "finance + social + collective" funding, with 50 million yuan from central special lottery public funds and 44.814 million yuan from departmental matching funds, ultimately leveraging 420 million yuan in social capital [2] - The project aims to shift from "single production" to "three-industry integration," with a focus on standardized meat chicken breeding, expected to produce 2.88 million birds annually, generating over 46.08 million yuan in output value [2] - The project covers over 5,700 households and nearly 17,000 people across 13 villages, with a total investment of 506 million yuan, aiming to create a production-village integration pilot area and a green planting and breeding demonstration area [2]

日本农林水产省13日报告，三重县一个家禽农场发生高致病性禽流感疫情。这是日本全国本禽流感流行 季确认的第16起禽流感疫情。 公报说，防疫人员将对这家农场饲养的全部鸡进行扑杀。农场周边半径3公里以内区域划定为"移动限制 区域"，限制家禽尸体及可能导致病原体扩散的物品移动；将周边半径3至10公里范围划定为"搬出限制 区域"，限制该区域内农场的禽类和蛋类产品运出。 （文章来源：新华社） 农林水产省当天发布新闻公报说，发生禽流感的家禽农场位于三重县首府津市，共饲养约2.5万只蛋 鸡。13日基因检测结果确认，这家农场的鸡感染了高致病性禽流感病毒。 ...

在紫云，像杨秀江这样采取"1220"模式养殖生态鸡增收的农户有100多户，带动166人实现固定就业，人均年 增收6万元。吸纳临时务工3.6万人次，累计发放工资360万元。 "1220"模式，指"1户农户搭建2个标准化鸡舍，年出栏20万羽生态鸡"。能够实现一只鸡富了一方人，关键在 于企业构建的零风险合作机制：前期免费提供种苗与定制化饲料，中期派技术专员上门指导疫病防控、饲养 管理，后期按保底价统一回收肉鸡，一整套服务彻底破解农户资金缺、技术弱、销路愁三大痛点。 "'鸡苗—饲料—养殖—销售'全链条服务，让农户敢养、能养、养得好。"安顺立华牧业有限公司副总经理李 兰英说，2019年，立华牧业落户紫云，投资1.8亿元打造全产业链布局，35万套种鸡场保障优质种源，年孵化 4000万羽的中心稳定供苗，年产18万吨的饲料厂破解供应难题，日交易量10万羽的分拣中心打通销路。从鸡 苗引进到出栏，每一环都有保障。 致富效应更在细节中凸显。立华牧业一楼大厅的农户结算荣誉榜上，出栏率、实际收入一目了然。记者发 现，收入最高的养殖户，单次出栏收入就达13.9万元。养殖户年均出栏3.5次，最低年收入10万元，最高能突 破30万元。201 ...

益生股份 20260109 摘要 受法国禽流感影响，2026 年父母代鸡苗价格预计维持高位，商品代鸡 苗价格亦有上涨空间。2025 年 9 月以来父母代鸡苗价格已显著上涨， 主要因美国禽流感导致引种减少及新种引进中断。 益生股份 2025 年祖代引进量占全国四成以上，具备充足的产能支撑 2026 年销量目标，预计商品蛋苗销量可达 16 亿只左右，具体数据待市 场部门测算。 公司通过提高生产效率和降低原材料采购成本等措施控制成本，前三季 度父母代完全成本约 17 元，商品代完全成本在 2.4 至 2.5 元之间。 预计 2026 年国内玉米市场供需宽松，豆粕市场供强需弱，整体稳为主。 原材料波动对益生股份成本影响相对有限，因其处于产业链上游。 益生股份蛋鸡研发已通过中试，新体系蛋鸡生产性能优异，70 周产蛋率 超 90%，未来将根据市场推广情况增加蛋种鸡出栏规模，并可能出口海 外。 2025 年我国首次实现鸡肉出口量大于进口量，同比增长近 40%，预计 2026 年出口趋势将持续，支撑鸡肉价格。同时，毛鸡供应偏紧也将推 动价格上涨。 当前祖代种鸡供应明显不足，前四个月供应量远低于需求量。益生股份 909 品种 ...

行 华福证券 农林牧渔 2026 年 01 月 11 日 业 研 究 农林牧渔 法国发生禽流感疫情，引种再度收紧 投资要点： 行 业 定 期 报 告 生猪养殖：猪价震荡调整，关注供应节奏变化。（1）本周猪价震荡。 根据涌益咨询，本周北方养殖端前期超卖叠加疫病影响，可出栏猪源阶段 性偏紧，企业有增重意愿，猪价震荡。而南方企业出栏增量带动价格偏弱 调整。1 月 9 日猪价 12.58 元/公斤，周环比-0.09 元/公斤。12 月 21-31 日二 次育肥销量占比为 2.15%，环比+1.02pct。截至 12 月 30 日，育肥栏舍利用 率 31.65%，较 12 月 20 日+1.65pct。（2）本周生猪屠宰量下调。元旦后消 费惯性回落，春节备货期尚未开启，但仍处于季节性消费旺季，屠宰量仍 处相对高位水平。本周样本屠宰企业日均屠宰量为 18.98 万头，周环比- 5.13%。冻品方面，冻品库存以积极出库为主。截至 1 月 8 日当周，行业冻 品库存率 19.48%，周环比-2.06pct。（3）本周生猪出栏均重小幅下降。在 经历了前期大猪的集中释放后，当前散户端大猪供给已减少，导致出栏均 重下滑；集团场顺势 ...

Core Viewpoint - Japan's Ministry of Agriculture, Forestry and Fisheries confirmed the first outbreak of highly pathogenic avian influenza in the Shikoku region this season, marking the occurrence of avian influenza across all four major islands of Japan this season [1] Group 1: Outbreak Details - The outbreak occurred at a poultry farm in Higashikagawa City, Kagawa Prefecture, where an increase in chicken deaths was reported on November 9 [1] - Following the report, health authorities conducted on-site inspections and confirmed that all 10 tested samples were positive for avian influenza [1] - Genetic testing confirmed that the chickens at the farm were infected with the highly pathogenic avian influenza virus [1] Group 2: Response Measures - Approximately 24,000 egg-laying hens at the affected farm will be culled, incinerated, and buried [1] - A "movement restriction zone" has been established within a 3-kilometer radius of the farm to limit the movement of poultry carcasses and items that may spread pathogens [1] - A "transport restriction zone" has been set up within a 3 to 10-kilometer radius to restrict the movement of poultry and egg products from farms in that area [1] Group 3: Monitoring and Seasonal Context - The Ministry of the Environment has designated a 10-kilometer radius around the farm as a key monitoring area for wild birds [1] - The avian influenza outbreak season in Japan typically spans from autumn and winter to the following spring [1] - Previous outbreaks this season were confirmed in Hokkaido, Niigata, and Miyazaki Prefectures on specific dates in October and November [1]

Sales Performance - In December 2025, the company sold 29.6592 million chicks, representing a year-on-year increase of 65.22% and a month-on-month increase of 6.73% [2] - The sales revenue for the same period was 102.9867 million yuan, showing a year-on-year increase of 53.09% and a month-on-month increase of 6.67% [2] Reasons for Sales Increase - The significant increase in sales volume and revenue is attributed to the previous year's incubation halt occurring in December 2024, while the current halt is scheduled for January 2026, leading to higher sales in December 2025 [3] Guarantee Matters - The company approved a guarantee of 1 billion yuan for its subsidiaries to meet operational funding needs, with mutual guarantees among subsidiaries totaling 50 million yuan [8] - Recent progress includes the company providing guarantees for its subsidiaries' bank loans, including a 34 million yuan bank acceptance bill and a 10 million yuan loan [10][11] Financial Status of Subsidiaries - The company’s wholly-owned subsidiary, Penglai Minhe Food Co., Ltd., has a registered capital of 300 million yuan and is engaged in chicken slaughtering and processing [12] - The company’s controlling subsidiary, Weifang Minhe Food Co., Ltd., has a registered capital of 50 million yuan and focuses on food production and sales [17] Guarantee Amounts - As of the announcement date, the total amount of guarantees provided by the company and its subsidiaries to external units is 81.0392 million yuan, with actual guarantees amounting to 54.5178 million yuan, representing 2.57% of the company's latest audited net assets [25] - The company has provided guarantees to its subsidiaries totaling 1 billion yuan, with actual guarantees of 565.25 million yuan, accounting for 27.96% of the company's latest audited net assets [25]