截至9月30日，益生股份股东户数4.22万，较上期减少12.13%；人均流通股17754股，较上期增加 13.80%。2025年1月-9月，益生股份实现营业收入20.36亿元，同比减少5.44%；归母净利润3178.69万 元，同比减少89.42%。 分红方面，益生股份A股上市后累计派现16.92亿元。近三年，累计派现6.02亿元。 机构持仓方面，截止2025年9月30日，益生股份十大流通股东中，国泰中证畜牧养殖ETF（159865）位 居第六大流通股东，持股1483.57万股，相比上期增加538.49万股。香港中央结算有限公司位居第十大流 通股东，持股713.49万股，为新进股东。 1月13日，益生股份盘中下跌2.05%，截至13:29，报9.08元/股，成交1.10亿元，换手率1.59%，总市值 100.46亿元。 资金流向方面，主力资金净流出973.32万元，特大单买入109.66万元，占比1.00%，卖出595.01万元，占 比5.43%；大单买入2299.88万元，占比20.98%，卖出2787.85万元，占比25.43%。 益生股份今年以来股价涨8.35%，近5个交易日涨5.70%，近20日涨8. ...

证券日报网讯 12月11日，益生股份在互动平台回答投资者提问时表示，公司2026年1月父母代肉种鸡雏 鸡报价为59元/套。 （文章来源：证券日报） ...

Core Insights - The white feather broiler industry chain experienced a dramatic profit decline in 2025, with prices falling to the lowest point in nearly eight years since 2018 [1][3]. Industry Overview - From January to October 2025, the profit of the entire white feather broiler industry chain dropped by over 94% year-on-year, with profits falling from 9.86 yuan per bird in 2019 to 0.68 yuan per bird in 2023, and further down to 0.01 yuan per bird in 2025 [3][5]. - The theoretical profits for the incubation, breeding, and slaughtering segments were -0.06 yuan per chick, -0.15 yuan per bird, and 0.22 yuan per bird respectively, showing significant year-on-year declines of 110.71%, 141.67%, and an increase of 168.19% [3][5]. Incubation Segment - The incubation segment's profits showed a fluctuating trend from 2021 to 2025, with 2025 profits reaching the second-lowest level in five years due to low chick prices and rising feed costs [5]. - The average price of commodity broiler chicks was 2.75 yuan per chick from January to October 2025, a decrease of 20.06% year-on-year, leading to a significant shrinkage in revenue [5]. Breeding Segment - The breeding segment's profitability is primarily influenced by chick and feed costs, which typically account for 70%-85% of total breeding costs [7]. - In 2025, the theoretical breeding profit was a loss of 0.15 yuan per bird, the lowest in five years, driven by a significant drop in broiler prices to an average of 3.46 yuan per pound, down 6.99% year-on-year [7]. Slaughtering Segment - The slaughtering segment has seen a recovery in profits, with costs reaching a low point, allowing for profit margins to expand [3][5]. - Current market conditions indicate stable prices for broilers in various regions, with slight fluctuations based on local supply and demand dynamics [8][11]. Market Dynamics - The overall market for broilers is characterized by slow sales and increasing inventory levels, with a reported average sales rate of 85.11% [14]. - The slaughtering profits are near the breakeven point, with prices for broilers in Shandong ranging from 3.46 to 3.60 yuan per pound [14].

Group 1 - The company, Yisheng Co., announced that the price for parent stock broiler chicks will be 57 yuan per set in December [2]