圣农发展(002299) - 2015年7月16日投资者关系活动记录表
Group 1: Market Conditions - The white feather chicken industry has undergone over two years of capacity reduction, and the import of grandparent breeding chickens from the U.S. has been banned due to avian influenza, leading to a significant decrease in the introduction of grandparent chickens compared to the previous two years. It is expected that chicken prices will stabilize and rebound in the second half of the year [1][3]. Group 2: Company Performance - The company is currently in good operational condition, with management improvements being realized with the assistance of KKR, indicating a gradual emergence of management advantages [3].