本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 一、2026年1月份销售情况 福建圣农发展股份有限公司（以下简称"公司"）2026年1月实现销售收入20.21亿元，较去年同期增长 40.48%，较上月环比增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.60亿元，较去年同期增长 45.11%，较上月环比变动-1.80%；深加工肉制品板块销售收入为11.06亿元，较去年同期增长52.76%， 较上月环比增长16.72%。 销量方面，1月份家禽饲养加工板块鸡肉销售数量为13.37万吨，较去年同期增长42.79%，较上月环比变 动-9.40%；深加工肉制品板块产品销售数量为5.50万吨，较去年同期增长54.48%，较上月环比增长 11.78%。 二、说明 1月份受春节假期所在月份的影响，实际生产天数较去年同期增加，导致销售数量等经营数据呈现同比 较大波动，预计1-2月累计数据将回归正常水平。 在此背景下，公司依托全产业链一体化优势，继续通过精细化成本管控与生产效能的系统性提升，推动 1月份综合造肉成本实现同比进一步下降。同时，公司持续优化高附加值的渠道与产品结 ...

福建圣农发展股份有限公司 2026年1月份销售情况简报 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 一、2026年1月份销售情况 福建圣农发展股份有限公司（以下简称"公司"）2026年1月实现销售收入20.21亿元，较去年同期增长 40.48%，较上月环比增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.60亿元，较去年同期增长 45.11%，较上月环比变动-1.80%；深加工肉制品板块销售收入为11.06亿元，较去年同期增长52.76%， 较上月环比增长16.72%。 销量方面，1月份家禽饲养加工板块鸡肉销售数量为13.37万吨，较去年同期增长42.79%，较上月环比变 动-9.40%；深加工肉制品板块产品销售数量为5.50万吨，较去年同期增长54.48%，较上月环比增长 11.78%。 证券代码：002299 证券简称：圣农发展 公告编号：2026-004 三、特别提示 1、家禽饲养加工板块鸡肉销售收入及销售数量为抵消前数据。 2、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，敬请广大投资者 ...

证券日报网讯2月10日，圣农发展（002299）发布公告称，公司2026年1月实现销售收入20.21亿元，较 去年同期增长40.48%，较上月环比增长8.60%。 ...

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

销量方面，1月份家禽饲养加工板块鸡肉销售数量为13.37万吨，较去年同期增长42.79%，较上月环比变 动-9.40%;深加工肉制品板块产品销售数量为5.50万吨，较去年同期增长54.48%，较上月环比增长 11.78%。 智通财经APP讯，圣农发展(002299.SZ)发布公告，公司2026年1月实现销售收入20.21亿元，较去年同期 增长40.48%，较上月环比增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.60亿元，较去年同期 增长45.11%，较上月环比变动-1.80%;深加工肉制品板块销售收入为11.06亿元，较去年同期增长 52.76%，较上月环比增长16.72%。 ...

销量方面，1月份家禽饲养加工板块鸡肉销售数量为13.37万吨，较去年同期增长42.79%，较上月环比变 动-9.40%；深加工肉制品板块产品销售数量为5.50万吨，较去年同期增长54.48%，较上月环比增长 11.78%。 格隆汇2月10日丨圣农发展(002299.SZ)公布，2026年1月实现销售收入20.21亿元，较去年同期增长 40.48%，较上月环比增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.60亿元，较去年同期增长 45.11%，较上月环比变动-1.80%；深加工肉制品板块销售收入为11.06亿元，较去年同期增长52.76%， 较上月环比增长16.72%。 ...

销量方面，1月份家禽饲养加工板块鸡肉销售数量为13.37万吨，较去年同期增长42.79%，较上月环比变 动-9.40%；深加工肉制品板块产品销售数量为5.50万吨，较去年同期增长54.48%，较上月环比增长 11.78%。 格隆汇2月10日丨圣农发展(002299.SZ)公布，2026年1月实现销售收入20.21亿元，较去年同期增长 40.48%，较上月环比增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.60亿元，较去年同期增长 45.11%，较上月环比变动-1.80%；深加工肉制品板块销售收入为11.06亿元，较去年同期增长52.76%， 较上月环比增长16.72%。 ...

圣农发展2月10日公告，公司2026年1月实现销售收入20.21亿元，较去年同期增长40.48%，较上月环比 增长8.60%。其中，家禽饲养加工板块鸡肉销售收入为13.6亿元，较去年同期增长45.11%，较上月环比 变动-1.80%；深加工肉制品板块销售收入为11.06亿元，较去年同期增长52.76%，较上月环比增长 16.72%。 ...

证券代码：002299 证券简称：圣农发展 公告编号：2026-004 福建圣农发展股份有限公司 2026 年 1 月份销售情况简报 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 一、2026 年 1 月份销售情况 福建圣农发展股份有限公司（以下简称"公司"）2026 年 1 月实现销售收 入 20.21 亿元，较去年同期增长 40.48%，较上月环比增长 8.60%。其中，家禽饲 养加工板块鸡肉销售收入为 13.60 亿元，较去年同期增长 45.11%，较上月环比 变动-1.80%；深加工肉制品板块销售收入为 11.06 亿元，较去年同期增长 52.76%， 较上月环比增长 16.72%。 销量方面，1 月份家禽饲养加工板块鸡肉销售数量为 13.37 万吨，较去年同 期增长 42.79%，较上月环比变动-9.40%；深加工肉制品板块产品销售数量为 5.50 万吨，较去年同期增长 54.48%，较上月环比增长 11.78%。 二、说明 1 月份受春节假期所在月份的影响，实际生产天数较去年同期增加，导致销 售数量等经营数据呈现同比较大波动，预计 1-2 月累计数 ...

证券研究报告 | 2026年02月07日 2026年02月10日 农产品研究跟踪系列报告（194） 优于大市 鸡蛋供应压力较大，奶价低迷或驱动奶牛存栏去化加速 周度农产品跟踪：牛价有望持续上涨，反内卷支撑中长期生猪价格。 生猪：反内卷有望支撑猪价中长期表现。2026 年 2 月 6 日生猪价格 12.05 元/公斤，周环比-1.31%；7kg 仔猪价格约 357.62 元/头，周环比-2.21%。 白鸡：供给小幅增加，关注旺季消费修复。2026 年 2 月 6 日，鸡苗价格 1.94 元/羽，周环比-9.35%；毛鸡价格 7.30 元/公斤，周环比-5.19%。 黄鸡：供给维持底部，有望率先受益内需改善。2026 年 2 月 4 日浙江快大三 黄鸡/青脚麻鸡/雪山草鸡斤价分别为 4.6/4.5/5.6 元，周环比分别 -8.00%/-26.69%/-9.68%。 鸡蛋：在产父母代存栏处于高位，中期供给压力较大。2026 年 2 月 6 日，鸡 蛋主产区价格 3.44 元/斤，周环比+6.83%，同比+19.44%。 肉牛：新一轮牛价上涨开启，看好牛周期反转上行。2026 年 2 月 6 日，国内 育肥公牛出栏 ...