9月16日，晓鸣股份跌5.03%，截至发稿，报23.80元/股，成交1.94亿元，换手率6.43%，总市值44.64亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 国泰中证畜牧养殖ETF（159865）基金经理为梁杏。 截至发稿，梁杏累计任职时间9年103天，现任基金资产总规模249.55亿元，任职期间最佳基金回报 1112.34%， 任职期间最差基金回报-51.37%。 资料显示，宁夏晓鸣农牧股份有限公司位于宁夏银川市金凤区创业街36号，成立日期2011年7月5日，上 市日期2021年4月13日，公司主营业务涉及祖代蛋种鸡、父母代蛋种鸡养殖;父母代种雏鸡、商品代雏鸡 (蛋)及其副产品销售;商品代育成鸡养殖及销售。主营业务收入构成为：鸡收入87.88%，副产品收入 12.10%，其他(补充)0.02%。 从晓鸣股份十大流通股东角度 数据显示，国泰基金旗下1只基金位居晓鸣股份十大流通股东。国泰中证畜牧养殖ETF（159865）二季 度新进十大流 ...

Group 1 - The company, Xiaoming Co., is an integrated technology-based enterprise specializing in the breeding of grandparent and parent generation egg-laying chickens, as well as related services such as egg incubation and chick sales [2] - The main business activities include the breeding of grandparent and parent generation egg-laying chickens, sales of parent generation chicks, commercial chicks, and their by-products, as well as the breeding and sales of commercial growing chickens [2] - The primary products consist of parent generation chicks, commercial chicks, and their by-products, with a focus on unincubated breeding eggs and eggs that have not yet hatched [2]

Core Viewpoint - Ningxia Xiaoming Agricultural and Animal Husbandry Co., Ltd. reported a decrease in chicken product sales in July 2025 compared to the previous month, but a year-on-year increase, indicating seasonal market dynamics and potential for growth in the upcoming months [1][2]. Group 1: Sales Performance - In July 2025, the company sold 19.93 million chickens, generating revenue of 75.14 million yuan, with month-on-month declines of 13.60% and 22.35%, respectively, but year-on-year increases of 18.93% and 54.11% [1]. - For the year 2024, the company sold a total of 229.92 million chickens, averaging 19.16 million chickens sold per month [2]. - From August 2024 to July 2025, the company sold 293.25 million chickens, with an average monthly sale of 24.44 million chickens, showing a clear upward trend [2]. Group 2: Market Dynamics - The company operates in a traditional off-peak season for the egg-laying chicken industry, but the breeding sector continues to see strong demand, leading to increased sales of chick products year-on-year [1]. - Factors such as the return of cooler temperatures, extended egg storage times, and increased demand from the upcoming Mid-Autumn Festival and school openings are expected to boost market demand [1]. Group 3: Business Strategy and Development - The company focuses on building a robust market service system, enhancing customer relationship management, and providing tailored technical support to improve customer loyalty [3]. - Future strategies include optimizing the scale and structure of the egg-laying chicken industry, improving product quality, and expanding into new business areas such as non-cage egg sales and premix feed production [3]. - The company aims to create a new ecosystem for industry development through collaboration and strategic partnerships, particularly with small and medium-sized farmers [3].