Shandong Yisheng Livestock & Poultry Breeding Co Ltd

Yisheng Shares said during a recent institutional investor reception that parent-stock chick prices are currently at a relatively high level, mainly due to a year-on-year decline in domestic grandparent-stock white-feather broiler imports in 2025. Grandparent-stock white-feather broiler imports were suspended from January to May 2026, and the resulting supply contraction has not yet been transmitted to the parent-stock chick segment. The company expects the parent-stock chick market to remain strong going forward, with room for further price increases.

Yisheng Shares released its 2026 half-year report, with attributable net profit reaching 308 million yuan in the first half, up 4,897.29% year-on-year, and recurring attributable net profit of 307 million yuan, up 9,002.55%. The company's parent stock broiler sales volume and average selling price both rose sharply year-on-year, while the commercial chick business also achieved increases in both volume and price. Its breeding pig business sold a total of 73,557 breeding pigs, an increase of over 90% year-on-year. The company also announced a half-year profit distribution plan, proposing a cash dividend of 1.50 yuan per 10 shares to all shareholders, with a total expected payout of 211 million yuan, potentially setting a new record for the highest mid-term dividend since listing. With State Council approval, the General Administration of Sport released the first national-level special plan themed on building a sporting powerhouse, the National Sports Power Plan for the 15th Five-Year Period, setting five major development indicators including total sports industry output exceeding 7 trillion yuan by 2030. Among A-share listed companies in the sports industry chain, 15 have released half-year performance forecasts, with 5 projecting net profit growth. Sanfo Outdoor expects attributable net profit to rise 137.82% to 256.73% year-on-year in the first half, while Toread expects growth of 128.92% to 178.69%.

Yisheng Shares released its 2026 semi-annual report, with net profit attributable to the parent company reaching 308 million yuan, a year-on-year surge of 4,897.29%. Xingwang Ruijie recorded institutional net buying of 600 million yuan, accounting for 8.16% of the day's total turnover. The General Administration of Sport of China issued the 15th Five-Year Plan for Building a Sports Powerhouse, proposing that the total scale of the sports industry exceed 7 trillion yuan by 2030. Zhongji Innolight officially launched the public offering of its H shares, aiming to raise up to approximately 54.5 billion Hong Kong dollars for high-speed optical interconnect technology research and development and global capacity expansion. The Gravity-1 Yao-4 carrier rocket was successfully launched in the East China Sea, sending nine satellites into their designated orbits, marking the rocket's official entry into large-scale commercial operations.

Yisheng Shares disclosed its 2026 half-year report, with net profit attributable to shareholders of the listed company reaching 308 million yuan in the first half, a year-on-year surge of 4,897.29 percent. The company achieved operating revenue of 1.697 billion yuan, up 28.44 percent year on year, with the performance growth mainly driven by higher volumes and prices of white-feather broiler chicks. Revenue from the chicken business reached 1.422 billion yuan, up 41.24 percent year on year, and gross margin rose to 30.67 percent, contributing 91.6 percent of total gross profit. The company also plans to distribute a cash dividend of 1.5 yuan per 10 shares, with an estimated total payout of about 211 million yuan, equivalent to 68.63 percent of first-half net profit attributable to shareholders.

On the evening of July 22, multiple listed companies on the Shanghai and Shenzhen exchanges released important announcements. In terms of earnings, Yisheng Livestock & Poultry Breeding reported first-half net profit surged 4,897.29 percent year-on-year to 308 million yuan, and plans to distribute 1.5 yuan per 10 shares. Lianxun Instruments expects first-half net profit to rise between 801.96 percent and 925.75 percent year-on-year. China Southern Power Grid Digital expects net profit to increase between 1,051.24 percent and 1,511.74 percent year-on-year. Betta Pharmaceuticals expects net profit to grow between 120 percent and 180 percent year-on-year. Regarding major contracts, a controlled subsidiary of Jereh Group signed a gas turbine generator set supply contract worth 1.465 billion US dollars, accounting for approximately 61.33 percent of the company's 2025 audited revenue. A wholly-owned grand subsidiary of Jingang Photovoltaic signed an artificial intelligence computing power technical service contract worth 614 million yuan. A subordinate subsidiary of PowerChina signed a subcontract for a seawater desalination project water transmission system worth approximately 8.925 billion yuan. In addition, chairmen of companies including Wanhua Chemical, ArcSoft, and Hangyang proposed to implement interim dividends. Companies such as Biwin Storage, Daqin Railway, and Changjiang Securities disclosed share buyback plans. Trading in shares of Jiayun Technology and Lianchuang Electronics was suspended due to planned changes in control rights.

Biwin Storage chairman Sun Chengsi has proposed that the company repurchase shares through centralized bidding, with a total buyback amount of 200 million to 250 million yuan. All repurchased shares will be cancelled to reduce registered capital. The buyback price ceiling will not exceed 150% of the average trading price of the company's stock over the 30 trading days before the board resolution approving the buyback plan, and will not exceed 558.44 yuan per share. A controlled subsidiary of Jereh Group has signed a gas turbine generator set supply contract with an internationally renowned cloud service provider. The order value is 1.465 billion US dollars, equivalent to approximately 9.95 billion yuan, accounting for about 61.33% of the company's audited 2025 revenue. The contract stipulates delivery in batches before November 2027. Yisheng Livestock & Poultry Breeding has released its 2026 semi-annual report, achieving operating revenue of 1.697 billion yuan, up 28.44% year-on-year, with net profit attributable to shareholders of the listed company of 308 million yuan, up 4897.29% year-on-year, and plans to distribute a cash dividend of 0.15 yuan per 10 shares. Lianxun Instruments expects its semi-annual 2026 net profit attributable to shareholders of the listed company to be between 510 million and 580 million yuan, up 802% to 926% year-on-year, benefiting from sustained high-speed growth in demand for high-speed optical communication products. In addition, several companies have disclosed buyback and shareholding change plans. Enjie New Materials plans to repurchase shares worth 100 million to 200 million yuan for equity incentives or employee stock ownership plans. Luxshare Precision has spent about 1 billion yuan on share buybacks. The chairman of Changjiang Securities has proposed a 100 million to 200 million yuan share buyback. Daqin Railway plans to repurchase 400 million to 500 million yuan of company shares for registered capital reduction.

Jereh Oilfield Services announced that its subsidiary has signed a gas turbine generator supply contract worth approximately 9.95 billion yuan with a well-known international cloud service provider. Today, the three major A-share indices closed mixed. The Shanghai Composite Index ended at 3,867.03 points, up 0.07 percent, while the Shenzhen Component Index and the ChiNext Index fell 1.42 percent and 3.23 percent respectively. Total market turnover for the day was about 2.67 trillion yuan. On the sector front, precious metals led the gains, while gaming and electronic chemicals were among the biggest decliners. In addition, several companies released important announcements after the market close. Ronbay Technology reported a first-half net profit of 109 million yuan, turning around from a loss a year earlier, with its lithium manganese iron phosphate business running at full production and full sales. Goldenmax International Technology plans to invest about 2 billion yuan in a capital increase and production expansion project in Zhuhai. Biwin Storage Technology's chairman proposed a share buyback of 200 million to 250 million yuan, with all repurchased shares to be cancelled to reduce registered capital. Yisheng Livestock and Poultry Breeding's first-half net profit surged 4,897 percent year-on-year, and it plans to distribute 1.5 yuan per 10 shares.

In the first half of 2026, a number of consumer companies listed on the Shenzhen Stock Exchange have issued positive earnings forecasts, as policies to boost consumption continue to take effect. Yanjing Beer expects net profit attributable to shareholders of 1.379 billion to 1.489 billion yuan, up 25 to 35 percent year on year, with its core product Yanjing U8 maintaining nearly 30 percent growth in the first quarter. Qiaqia Food forecasts net profit attributable to shareholders to rise by 170.75 to 198.96 percent year on year, driven by product upgrades and expansion into emerging channels. Yisheng Livestock & Poultry Breeding expects net profit attributable to shareholders of 270 million to 300 million yuan, a sharp year-on-year increase of 4,286.61 to 4,774.01 percent, benefiting from a strong white-feather broiler industry. Xiantan Co. forecasts net profit attributable to shareholders of 170 million to 181 million yuan, up 24.33 to 32.37 percent year on year, as capacity release in prepared foods fuels growth. Bairun Investment Holding expects net profit attributable to shareholders to rise by 19.51 to 25.94 percent year on year, with progress in both its pre-mixed cocktail and whisky businesses.

The agricultural sector is seeing a wave of positive catalysts, with Agricultural ETF Penghua rising more than 3.1%. In agrochemicals, glyphosate prices have climbed from 23,000 yuan per tonne at the start of the year to above 30,000 yuan, while glufosinate stands to benefit from US anti-dumping and countervailing duty investigations into glyphosate, potentially opening up further room in the North American market. The potash fertilizer segment posted strong second-quarter earnings, and a symposium on self-discipline in urea industry exports was held, raising expectations of favourable export conditions. In hog farming, the national average hog price has exceeded 11 yuan per kilogram, up 13% week-on-week, and the target for the breeding sow inventory has been brought forward to September, with capacity reduction continuing and room for a new cycle anticipated. In natural rubber, Typhoon Maysak passing through Hainan has triggered expectations of lower output, and a strong El Niño is expected to start having real impacts in the fourth quarter of 2026, with institutions pointing to a very high certainty of rising rubber prices from late 2026 to late 2027. As of 10:24 a.m. on 6 July 2026, the CSI Agriculture Thematic Index surged 3.14%, with constituent stocks such as Juxing Farming and Animal Husbandry up 8.35%, Tianbang Food up 6.61%, Yisheng Livestock and Poultry Breeding up 5.96%, and New Hope Liuhe and Muyuan Foods also advancing. Agricultural ETF Penghua closely tracks the CSI Agriculture Thematic Index, which selects 50 listed companies involved in agricultural products, farm machinery, fertilizers and pesticides, livestock and poultry medicines, and other related fields as constituents, with the top ten holdings accounting for 61.97% of the total weight.