Performance Overview - In the 2025 performance forecast, the company expects a net profit attributable to shareholders of between 150 million to 190 million yuan, representing a year-on-year decline of 62.29% to 70.23%. However, the fourth quarter shows significant improvement with a net profit of 118 million to 158 million yuan. The company attributes the performance fluctuation mainly to the industry cycle in the first half of the year, while 2026 is anticipated to bring multiple growth opportunities driven by the gap in grandparent breeding stock, expansion of production capacity, and growth in the breeding pig business [1] Industry Conditions - Due to the impact of avian influenza overseas, the introduction volume of grandparent white feather broiler breeding stock in 2025 decreased by over 10% year-on-year, totaling only 620,000 sets, leading to a tight supply. The price of parent stock chick has been rising since September 2025, with the transaction price exceeding 53 yuan/set in January 2026, and further price increases are expected, benefiting the company's core business [2] Strategic Initiatives - The company plans to expand its production capacity over the next four years, increasing the parent stock inventory from 7 million sets to 10 million sets and the production capacity of commercial chicks from 600 million to 1 billion birds. This will be achieved through both self-construction and acquisitions to solidify its leading position in the industry [3] Business Development - The company has made progress in new business areas, with the research and development of new egg-laying chicken strains passing the pilot test, expected to receive certification in the first half of 2026, thereby enriching its product matrix. Additionally, the overseas strategy is advancing steadily, with agricultural and animal husbandry equipment already exported to Southeast Asia, and negotiations for the export of hatching eggs are underway to expand into international markets [4] Subsidiary Growth - As a core breeding farm for national pig breeding, the company's pig sales reached 98,400 heads in 2025, marking a year-on-year increase of 228.43%. The target for 2026 is to achieve sales of 150,000 heads, gradually contributing to sustainable revenue [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002458 证券简称：益生股份 公告编号：2026-014 山东益生种畜禽股份有限公司 2026年1月鸡苗和种猪销售情况简报 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、2026年1月销售情况 （一）鸡苗销售情况 山东益生种畜禽股份有限公司（以下简称"公司"）2026年1月白羽肉鸡苗销售数量4,379.94万只，销售收 入14,145.93万元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。 益生909小型白羽肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别 为-27.27%、-19.17%,环比变动分别为-14.79%、-4.29%。 （二）种猪销售情况 公司2026年1月种猪销售数量8,752头，销售收入1，787.31万元，同比变动分别为797.64%、565.27%， 环比变动分别为161.64%、130.86%。 上述财务数据均未经审计，可能与公司定期报告披露的数据存在一定差异，仅作为阶段性财务数据供投 资者参考。 2 ...

Core Viewpoint - Yisheng Co., Ltd. (益生股份) reported a decline in sales volume and revenue for its white feather broiler chicks in January 2026, while experiencing significant growth in sales of breeding pigs [1] Group 1: White Feather Broiler Chicks - The sales volume of white feather broiler chicks reached 43.7994 million, with a revenue of 141.4593 million yuan, reflecting a year-on-year decline of 19.37% in volume and 2.62% in revenue [1] - On a month-on-month basis, the sales volume and revenue decreased by 29.06% and 45.52%, respectively [1] - The sales volume of Yisheng 909 small white feather broiler chicks was 5.4656 million, generating a revenue of 6.7774 million yuan, with year-on-year declines of 27.27% in volume and 19.17% in revenue [1] - Month-on-month changes for the small white feather broiler chicks showed a decrease of 14.79% in volume and 4.29% in revenue [1] Group 2: Breeding Pigs - The sales volume of breeding pigs was 8,752 heads, with a revenue of 17.8731 million yuan, indicating a substantial year-on-year increase of 797.64% in volume and 565.27% in revenue [1] - Month-on-month changes for breeding pigs showed an increase of 161.64% in volume and 130.86% in revenue [1]

公司种猪产能稳步释放，故2026年1月公司种猪销售数量和销售收入同比大幅增加；受季节性因素影 响，部分客户已于2025年12月前完成引种封群，导致该月基数偏低，故2026年1月公司种猪销售数量和 销售收入环比大幅增加。 公司2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比 变动分别为161.64%、130.86%。 格隆汇2月10日丨益生股份(002458.SZ)公布，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收 入1.41亿元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽 肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%,环比变动分别 为-14.79%、-4.29%。 受供给偏紧影响，公司父母代白羽肉鸡苗价格已连续数月环比上涨；但受年度停孵期影响，2026年1月 公司商品代白羽肉鸡苗销售数量环比减少、销售价格环比回落，对公司商品代白羽肉鸡苗的收入影响较 大，导致公司2026年1月白羽肉鸡苗销售总收入环比下降 ...

益生股份公告，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收入1.41亿元，同比变动分别 为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽肉鸡苗销售数量546.56万 只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%，环比变动分别为-14.79%、-4.29%。公司 2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比变动 分别为161.64%、130.86%。 ...

益生股份公告称，2026年1月，白羽肉鸡苗销售4379.94万只，收入14145.93万元，同比降19.37%、 2.62%，环比降29.06%、45.52%；益生909小型白羽肉鸡苗销售546.56万只，收入677.74万元，同比降 27.27%、19.17%，环比降14.79%、4.29%；种猪销售8752头，收入1787.31万元，同比增797.64%、 565.27%，环比增161.64%、130.86%。因停孵期，白羽肉鸡苗收入环比降；种猪产能释放及基数低，销 售数量和收入同比、环比大增。公告提醒，产品价格波动或影响业绩。 ...

公司种猪产能稳步释放，故2026年1月公司种猪销售数量和销售收入同比大幅增加；受季节性因素影 响，部分客户已于2025年12月前完成引种封群，导致该月基数偏低，故2026年1月公司种猪销售数量和 销售收入环比大幅增加。 公司2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比 变动分别为161.64%、130.86%。 受供给偏紧影响，公司父母代白羽肉鸡苗价格已连续数月环比上涨；但受年度停孵期影响，2026年1月 公司商品代白羽肉鸡苗销售数量环比减少、销售价格环比回落，对公司商品代白羽肉鸡苗的收入影响较 大，导致公司2026年1月白羽肉鸡苗销售总收入环比下降。 格隆汇2月10日丨益生股份(002458.SZ)公布，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收 入1.41亿元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽 肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%,环比变动分别 为-14.79%、-4.29% ...

投资者关系活动记录表 鸡场开展禽白血病、鸡白痢、鸡滑液囊支原体、鸡败血支原体的疫病 净化工作，确保种源健康。公司获得了全国首家白羽肉鸡国家级禽白 血病净化场、首批白羽肉鸡国家肉鸡良种扩繁推广基地、首家支原体 非免疫净化场等荣誉称号。 研发方面，公司益生 909 小型白羽肉鸡于 2021 年末取得新品种 证书，益生 817 小型白羽肉鸡于 2025 年 8 月取得新品种证书，两大 品种形成差异化市场布局，可满足养殖企业对不同小型白羽肉鸡品种 的需求。公司自主研发的蛋鸡品种已通过中试阶段，预计于 2026 年 上半年能获得新品系证书。 证券代码：002458 证券简称：益生股份 山东益生种畜禽股份有限公司 投资者关系活动记录表 编号：2026-06 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 申万宏源：盛 瀚、宫 勃、张 军、孟 艳、李 政 毕升基金：刘 达 华锦祥云：叶怀东、刘宇翔 个人投资者：共 6 人 时间 2026 年 2 月 9 日 地点 山东益生种畜禽股份有限公司会议室 形式 现场调研 上市公司 接待人员姓名 ...

Group 1 - The company Yisheng Co., Ltd. (002458) closed at 9.7 yuan on February 6, 2026, with an increase of 0.83% and a turnover rate of 2.22%, totaling a trading volume of 166,400 shares and a transaction amount of 163 million yuan [1] - The company expects to sell approximately 150,000 breeding pigs in 2026, showing significant growth compared to 2025. The breeding pigs include both original and hybrid breeds, with original breeds having a higher profit margin [2] - The company’s breeding pigs are high-quality, high-health dual-negative pigs, which have a clear premium capability in the market. As production capacity continues to be released and management becomes more refined, there is still room for cost reduction, further enhancing overall cost competitiveness [2] Group 2 - On February 6, 2026, the net inflow of main funds was 5.3392 million yuan, indicating an active buying trend [3] - The trading information shows that on the same day, retail investors experienced a net outflow of 2.7144 million yuan, while speculative funds had a net outflow of 2.6248 million yuan [4]

Company Overview - Yisheng Co., established in 1989, specializes in breeding white feather broiler chickens, pigs, and agricultural equipment, with a strong presence in Shandong, Hebei, Jiangsu, Anhui, Shanxi, and Heilongjiang provinces [1] - The company is the largest ancestor broiler chicken breeding enterprise in Asia, with over 400,000 sets of ancestor broiler chickens and 7 million sets of parent broiler chickens, selling over 600 million commercial chicks annually [1][2] - Yisheng has a strong competitive edge in high-generation livestock breeding and has implemented a disease purification strategy to ensure healthy breeding sources [2] Industry Situation - China's total poultry meat production is increasing, with white feather chicken production on the rise, expected to account for nearly 50% of poultry meat by 2024 [3] - There is a significant gap in per capita chicken consumption in China compared to countries like the USA and Brazil, indicating growth potential for the white feather chicken industry [3] - The "Healthy China" initiative is expected to boost white meat consumption, while red meat consumption declines, favoring the growth of the white feather chicken market [3] 2026 Development Outlook - The company's core strategy for 2026 focuses on strengthening breeding sources, expanding chicken production, and increasing pig production [4] - In 2025, Yisheng's ancestor broiler chicken import volume reached 266,000 sets, accounting for 43% of the national total, maintaining industry leadership [5] - The company aims to increase parent chicken stock to 10 million sets and commercial chick production to 1 billion within four years [5] Investor Q&A Highlights - In 2025, Yisheng's introduction of ancestor white feather broiler chickens was 266,000 sets, with a national total of approximately 620,000 sets [6] - The company benefits from strong customer relationships and a high level of disease control, enhancing its market reputation [7] - The price for parent broiler chicks in February 2026 was set at 60 RMB per set, with all sales planned for April already booked [8] - The company anticipates a significant increase in parent chick supply in 2026 due to higher import volumes in 2025 [9] Market Outlook for 2026 - The market for parent broiler chicks is expected to be strong due to a decrease in ancestor chicken imports, leading to a supply shortage [11] - The anticipated rise in pork prices in the second half of 2026 may positively influence chicken prices, benefiting the commercial chick market [11]