智通财经APP讯，益生股份(002458.SZ)发布公告，公司2025年9月白羽肉鸡苗销售数量5,283.72万只，销 售收入1.88亿元，同比变动分别为6.89%、-6.82%，环比变动分别为-8.77%、-12.01%。 9月种猪销售数量12,585头，销售收入2,807.91万元，同比变动分别为475.45%、356.68%，环比变动分别 为46.47%、46.96%。 益生909小型白羽肉鸡苗销售数量800.69万只，销售收入685.68万元，同比变动分别为42.34%、-18.48%, 环比变动分别为28.79%、-25.70%。 ...

格隆汇10月10日丨益生股份(002458.SZ)公布，公司2025年9月白羽肉鸡苗销售数量5,283.72万只，销售 收入18,827.22万元，同比变动分别为6.89%、-6.82%，环比变动分别为-8.77%、-12.01%。 益生909小型白羽肉鸡苗销售数量800.69万只，销售收入685.68万元，同比变动分别为42.34%、-18.48%, 环比变动分别为28.79%、-25.70%。 公司2025年9月种猪销售数量12,585头，销售收入2,807.91万元，同比变动分别为475.45%、356.68%，环 比变动分别为46.47%、46.96%。 ...

人民财讯10月10日电，益生股份（002458）10月10日公告，公司2025年9月白羽肉鸡苗销售数量5283.72 万只，销售收入1.88亿元，同比变动分别为6.89%、-6.82%，环比变动分别为-8.77%、-12.01%。公司 2025年9月种猪销售数量12585头，销售收入2807.91万元，同比变动分别为475.45%、356.68%，环比变 动分别为46.47%、46.96%。公司种猪产能稳步释放，故2025年9月公司种猪销售数量和销售收入同比和 环比都大幅增加。 ...

益生股份公告，2025年9月白羽肉鸡苗销售数量5283.72万只，销售收入1.88亿元，同比变动分别为 6.89%、-6.82%，环比变动分别为-8.77%、-12.01%。益生909小型白羽肉鸡苗销售数量800.69万只，销 售收入685.68万元，同比变动分别为42.34%、-18.48%,环比变动分别为28.79%、-25.70%。公司2025年9 月种猪销售数量12585头，销售收入2807.91万元，同比变动分别为475.45%、356.68%，环比变动分别为 46.47%、46.96%。 ...

Group 1 - The core viewpoint of the news is that Yisheng Co., Ltd. has experienced fluctuations in financing and stock performance, with a notable decrease in revenue and net profit in the first half of 2025 [1][2][3] Group 2 - On September 24, Yisheng's stock rose by 0.46%, with a trading volume of 44.93 million yuan. The financing buy-in amount was 5.00 million yuan, while the financing repayment was 6.04 million yuan, resulting in a net financing buy-in of -1.03 million yuan [1] - As of September 24, the total financing and securities lending balance for Yisheng was 533 million yuan, with the financing balance accounting for 5.76% of the circulating market value, indicating a high level compared to the past year [1] - The company reported a revenue of 1.32 billion yuan for the first half of 2025, a year-on-year decrease of 3.98%, and a net profit attributable to shareholders of 6.16 million yuan, down 96.64% year-on-year [2] - The main business income composition includes chicken revenue at 76.18%, pig revenue at 15.47%, livestock equipment revenue at 5.48%, dairy revenue at 1.72%, and other income at 1.14% [2] - Yisheng has distributed a total of 1.69 billion yuan in dividends since its A-share listing, with 602 million yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 3.00% to 48,000, while the average circulating shares per person decreased by 2.91% to 15,601 shares [2][3]

Company Overview - Shenzhen Jingji Zhino Co., Ltd. was established on January 1, 1979, and listed on November 1, 1994. The company is located in Luohu District, Shenzhen, Guangdong Province [2] - The main business involves modern agriculture and real estate, including breeding and sales of breeding pigs and meat pigs, breeding and sales of breeding chickens and meat chickens, feed production and sales, real estate development, and leasing [2] - The revenue composition is as follows: pig products 79.38%, feed products 11.67%, commercial housing 5.38%, land and housing leasing 1.36%, poultry products 1.29%, hotel business 0.83%, others 0.07%, finance 0.01%, and commercial trade 0.00% [2] Financial Performance - For the first half of 2025, Jingji Zhino achieved operating revenue of 2.387 billion yuan, a year-on-year decrease of 11.61%, and a net profit attributable to the parent company of 226 million yuan, a year-on-year decrease of 3.97% [2] - The company has cumulatively distributed dividends of 2.73 billion yuan since its A-share listing, with 1.099 billion yuan distributed in the last three years [3] Stock Performance - As of September 23, the stock price of Jingji Zhino was 16.74 yuan per share, with a market capitalization of 8.877 billion yuan. The stock has decreased by 3.16% year-to-date [1] - The stock experienced a net outflow of 5.1779 million yuan in principal funds, with significant selling pressure observed [1] - The company has appeared on the trading leaderboard once this year, with the last appearance on May 21, where it recorded a net buy of -3.9707 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 7.66% to 16,100, with an average of 32,656 circulating shares per person, a decrease of 7.19% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI Real Estate ETF, with notable increases in their holdings [3]

Core Viewpoint - The stock of Jingji Zhino has shown fluctuations with a recent increase of 3.33%, reflecting a total market value of 9.052 billion yuan and a trading volume of 81.21 million yuan [1] Company Overview - Jingji Zhino, established on January 1, 1979, and listed on November 1, 1994, is located in Shenzhen, Guangdong Province. The company operates in modern agriculture and real estate, focusing on breeding and sales of pigs and chickens, feed production, and real estate development and leasing [2] - The revenue composition of Jingji Zhino includes: pig products 79.38%, feed products 11.67%, commercial housing 5.38%, land leasing 1.36%, poultry products 1.29%, hotel business 0.83%, others 0.07%, finance 0.01%, and commercial trade 0.00% [2] Financial Performance - For the first half of 2025, Jingji Zhino reported operating revenue of 2.387 billion yuan, a year-on-year decrease of 11.61%, and a net profit attributable to shareholders of 226 million yuan, down 3.97% year-on-year [2] - The company has distributed a total of 2.73 billion yuan in dividends since its A-share listing, with 1.099 billion yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, Jingji Zhino had 16,100 shareholders, an increase of 7.66% from the previous period, with an average of 32,656 circulating shares per person, a decrease of 7.19% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI Real Estate ETF, with notable increases in their holdings [3]

Core Viewpoint - The company Tangrenshen (002567) is actively upgrading its breeding stock, with expectations of achieving a high utilization rate of sows and a significant increase in self-supplied piglets by the end of the year [1] Group 1 - The company is currently enhancing the quality of its breeding pigs and sows [1] - By the end of the year, the sow capacity utilization rate is expected to reach over 90% [1] - The proportion of self-supplied piglets is anticipated to reach 80% [1]

Core Viewpoint - The company, Tangrenshen (002567.SZ), is actively upgrading its breeding stock, with expectations of achieving a sow capacity utilization rate of over 90% by the end of the year and an own piglet supply ratio of 80% or more [1] Group 1 - The company is focusing on improving the quality of its breeding pigs and sows [1] - The expected sow capacity utilization rate is projected to exceed 90% by year-end [1] - The company aims for its own piglet supply to reach 80% or more [1]

Cost Management - The company's pig sales cost decreased by 1.34 RMB/kg year-on-year, with the current cost at 13.77 RMB/kg [2] - Feed constitutes approximately 62% of the total breeding cost, with other components being medicine (4%), labor (11%), depreciation (13%), and others (10%) [3] Production and Sales Targets - The company aims for a PSY (Pigs Sold per Year) of 27-28 by 2025, currently at around 25 [3] - The target for pig output in 2025 is 1.3 million heads, with the "company + farmer" model expected to contribute approximately 100,000 heads [3] - The expected output ratio for market pigs and piglets in the second half of the year is over 95% [3] Financial Performance - The company achieved a 31% increase in feed revenue, but the gross profit margin decreased by 2 percentage points due to intense competition [4] - The profit from feed business was approximately 22 million RMB, while the profit from pig farming was around 50 million RMB [4] Strategic Initiatives - The new chairman has proposed a shift from heavy asset to light asset operations, focusing on profit-centered models [5] - The company is exploring new products, including premium and specialty pigs, as well as new feed and pet food [5] - A stock incentive plan has been introduced to support management and reflect confidence in future growth [5] Debt and Financing - As of June, the company's debt-to-asset ratio was over 72%, slightly higher than at the end of 2024, due to increased bank financing for cooperative breeding [3] - Future improvements in cash flow and equity incentives are expected to lower the debt-to-asset ratio [3] Compliance and Market Response - The company is committed to high-quality pig farming and is actively responding to government policies to control breeding numbers and avoid overproduction [6] - The company emphasizes its role in rural revitalization and job creation through its cooperative model [6]