2026年伊始，一场由海外禽流感引发的产业震荡，波及我国白羽肉鸡行业。因法国阿摩尔滨海省、曼恩 —卢瓦尔省相继暴发高致病性禽流感，国内祖代白羽鸡引种全面中断。 作为我国第二大肉类消费品类，白羽鸡肉年消费量占比超30%，此次引种中断不仅直接影响产业链供需 格局，更将行业种源依赖的深层矛盾推向台前。 引种渠道"断供" 此次祖代白羽鸡引种中断，是全球禽流感疫情与行业引种渠道单一化叠加的结果，其冲击力度远超以 往。 回溯行业引种历程，2024年12月，美国、新西兰因禽流感疫情相继暂停对华白羽鸡种源出口，国内引种 渠道被迫收缩。直至2025年3月，益生股份率先打通法国引种新渠道，法国成为我国唯一的祖代白羽鸡 引种来源地，全年引种量约62万套，同比下降超过10%，其中益生股份引种26.6万套，占全国进口份额 的43%。 然而，2025年11—12月，法国主供种区接连暴发禽流感，国内迅速启动疫区引种禁令。"公司原定于1月 下旬的两批祖代种鸡引种计划已暂停，目前尚未有可从其他国家引种的消息。"益生股份相关负责人在 接受采访时表示，美国农业部（USDA）2025年早些时候已向我国海关总署递交了美国阿拉巴马州、田 纳西州、密西西 ...

Company Overview - Established in 1989, Yisheng Co. specializes in breeding high-quality livestock and poultry, being the largest ancestor meat chicken breeding enterprise in Asia, accounting for approximately 33% of the domestic imported chicken market [1][2] - The company has implemented a source purification strategy to ensure the health of breeding stock and product quality, gaining high market recognition [2] Production and Sales - The company plans to sell 100,000 breeding pigs in 2025, with 38,500 sold in the first half of the year [2] - As of August 2025, the company has approximately 400,000 ancestor meat chickens and over 6 million parent stock chickens in inventory [4] Import and Market Trends - From January to July 2025, the company imported 132,000 sets of ancestor meat chickens, representing nearly 60% of the national total import of 230,000 sets, with a year-on-year decline of over 30% in imports and updates [3] - The company plans to import 30,000 sets of ancestor meat chickens in August 2025 [4] Pricing and Market Conditions - The price for parent stock chicken seedlings is set at 52 yuan per set for August and September 2025, with monthly adjustments based on market demand [7] - The price of commodity chicken seedlings is expected to improve in the second half of the year, following a trend of rising prices since mid-July [8] Future Developments - The company is constructing a project in Datong, Shanxi, which includes nine parent stock chicken farms and a feed factory, with production capacity being gradually released [6] - The company is in the process of applying for approval for a new breed of egg-laying chickens, having completed preliminary testing [10]