证券之星消息，11月7日种植业板块较上一交易日上涨0.48%，宏辉果蔬领涨。当日上证指数报收于 3997.56，下跌0.25%。深证成指报收于13404.06，下跌0.36%。种植业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603336 | 宏辉果蔬 | 9.80 | 5.15% | 28.48万 | 2.77亿 | | 601118 | 海南橡胶 | 6.01 | 2.74% | 81.60万 | 4.87亿 | | 600540 | 新赛股份 | 5.04 | 1.00% | 10.85万 | 5453.08万 | | 600313 | 农发种业 | 6.59 | 0.76% | 27.61万 | 1.82亿 | | 002041 | 登海神』 | 9.60 | 0.63% | 7.16万 | 6877.30万 | | 600354 | 敦煌种业 | 6.57 | 0.46% | 19.47万 | 1.28亿 | | 600598 | 北大荒 | 14.67 | ...

11月7日，截至10时17分，农牧渔ETF（159275）逆市走高，场内价格现涨0.6%，成交额为525万元，基 金最新规模为2.00亿元。 成份股方面，宏辉果蔬、罗牛山和海南橡胶表现较为突出，涨幅分别为6.22%、4.04%和2.56%。另一方 面，兄弟科技、众兴菌业和海大集团表现较弱，跌幅分别为3.59%、2.81%和0.54%。 消息面上，2025年11月4日农业农村部召开农产品质量安全全链条监管工作会议，部署建立全链条监管 机制，推动形成"产""管"协同工作格局；同期内蒙古自治区金融系统加大对乡村振兴和农畜产品基地建 设的支持力度，截至9月末涉农贷款余额达9519.4亿元。此外，中国农学会公示"2025中国农业重大科技 新成果"，华蒙肉羊羔羊智能保育技术入选，该技术通过物联网和精准营养调控提升养殖效益。 责任编辑：杨赐 太平洋证券指出，养殖业面临多重压力：生猪行业持续亏损，产能去化动力增强，能繁母猪存栏仍处高 位，叠加非瘟疫情风险上升及政策引导减产能；白鸡行业产能升至历史高位，毛鸡价格低位震荡，中期 有望反弹；黄鸡价格受消费旺季推动持续上涨，产能处于历史低位。动保行业景气回升，抗生素价格维 持高位。种 ...

为进一步提升北大荒农业股份八五九分公司各级管理人员政策解读能力、执行精准度、业务协同能力和业务水平，近日，八五九分公司组织开展部分管理 人员业务能力测试。 此次业务能力测试分四个批次，共计300余人参加。考试采取闭卷形式，内容紧紧围绕土地承包、农业生产、企业内控、法律法规、法人治理结构、北大 荒精神等方面，全面检验管理人员对业务知识的掌握深度与综合运用能力，确保北大荒集团和北大荒农业股份有限公司的决策部署和规章制度在基层高效 落地，助推现代农业高质量发展。 通过此次考试，既检验了管理人员的日常学习成果，也通过"以考促学、以考促思、以考促干"的方式，引导管理人员找准知识短板与能力弱项，明确今后 学习提升方向，切实将政策理论知识转化为破解工作难题、推动业务发展的实际能力。 下一步，八五九分公司将进一步加强对管理人员的教育和培训，激发管理人员主动学习、提升能力的积极性，打造一支懂政策、精业务、善管理、能担当 的高素质管理队伍，为实现现代农业高质量发展注入更强动力。（来源：北大荒农业股份八五九分公司） 业务能力测试现场（王阳 摄） ...

Group 1 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) showed stable performance with a 0.2% increase in price and a trading volume of 6.91 million yuan, bringing the fund's total size to 203 million yuan as of November 5 [1] - Among the constituent stocks, Shennong Seed Industry had the highest increase at 6.4%, followed by Luoniushan at 5.24%, and Zhongxing Junye at 3.46%. Conversely, Tianma Technology experienced the largest decline at 1.79%, with Meihua Biological and Tianma Technology also showing declines of 1.92% and 1.57% respectively [1] - The Ministry of Agriculture and Rural Affairs will implement six types of agricultural electronic certificates nationwide starting November 1, 2025, including feed import registration certificates and agricultural transgenic biological safety certificates, transitioning to full electronic certification by 2026 [1] Group 2 - According to Tianfeng Securities, the egg-laying chicken industry is expected to see a significant reduction in domestic breeding volume to 41,200 birds by 2025, indicating a shift from surplus to tight supply. The white chicken industry is also experiencing a contraction in production capacity due to three years of bottoming out and overseas breeding disruptions [2] - The pig farming sector is anticipated to undergo capacity reduction due to low prices and policy guidance, while dairy cow inventory has decreased by 8%, nearing the end of the reduction phase. Beef prices may see unexpected increases [2] - The planting sector is accelerating the commercialization of transgenic corn, enhancing the competitiveness of leading seed companies. The aquaculture feed sector is recovering from a downturn, with leading companies increasing their market share [2] Group 3 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) and its linked funds (Link A: 013471, Link C: 013472) passively track the Agricultural, Animal Husbandry, and Fishery Index, with the top ten weighted stocks including Muyuan Foods, Wens Foodstuff Group, Haida Group, Meihua Biological, New Hope Liuhe, Dabeinong, Bio-Stock, Shennong Development, Beidahuang, and Longping High-Tech [3]

Overview - The potato production in China has steadily increased due to expanding planting scale and improved cultivation techniques, with production rising from 16.45 million tons in 2015 to 17.88 million tons in 2022, and projected to reach approximately 19.09 million tons in 2024, accounting for 62.4% of total tuber production [1][10] - The market demand for potatoes is also growing, with consumption expected to rise from 16.87 million tons in 2020 to 17.43 million tons in 2024, driven by dietary structure upgrades and health consciousness among urban and rural residents [1][10] Industry Development - The history of potato cultivation in China spans over 300 years, with significant growth in planting scale since 1961, leading to the establishment of various regional varieties adapted to different climatic and soil conditions [6][9] - The development of the potato industry can be categorized into four phases: slow development, rapid development, comprehensive development, and transformation and upgrading [6] Market Policies - The Chinese government has implemented a series of supportive policies to promote agricultural development, including initiatives for rural revitalization, digital commerce, and smart agriculture, creating a favorable environment for the potato industry [7] Industry Chain - The potato industry chain includes upstream sectors such as breeding, agricultural fertilizers, and machinery; midstream focuses on potato cultivation; and downstream encompasses consumption markets, which are primarily for food and processing [8] - In 2024, food consumption accounted for 41.7% and processing consumption for 32.4% of total potato consumption, highlighting the importance of potatoes in various industries [8] Current Status - In 2022, the potato planting area in China reached 4.535 million hectares, representing 63.1% of the total tuber planting area, with projections for 2024 indicating a slight decrease to approximately 4.394 million hectares [9][10] - The planting regions are categorized into four areas based on climatic conditions: Northern single-crop area, Southwest mixed-crop area, Central plain intercropping area, and Southern winter-crop area [9] Competitive Landscape - The potato industry in China is characterized by a large number of participants, primarily small and medium-sized enterprises, with notable companies including Gansu Yasheng Industrial Group, China Agricultural Development Seed Industry Group, and Dunhuang Seed Industry Group [11] - Gansu Yasheng reported a revenue of 4.192 billion yuan in 2024, with potato business revenue contributing 2.09 million yuan, accounting for 4.98% of total revenue [12] Future Trends - The potato industry is expected to focus on sustainable development, emphasizing organic farming, crop rotation, and reduced use of chemical fertilizers and pesticides [12] - The Belt and Road Initiative is anticipated to open new international market opportunities for the potato industry, particularly in Central Asia for seed potato exports [12]

（文章来源：证券日报） 证券日报网讯北大荒11月4日在互动平台回答投资者提问时表示，公司管理层非常重视市值管理工作。 公司将不断提升经营管理水平，不断提升公司效益，促进公司的可持续发展，为股东创造更大的价值， 给予投资者更好的回报。 ...

证券日报网讯 北大荒（600598）11月4日在互动平台回答投资者提问时表示，公司积极响应国家关 于"AI+农业"的行动部署，持续关注AI农业技术前沿与实践结合，努力增强农业核心竞争力。 ...

证券日报网讯北大荒11月4日在互动平台回答投资者提问时表示，公司加强与科研院所的合作，正积极 对智能农业机械和智能装备的应用等方面进行研究探索，努力提升生产效率，力争取得新的突破。 （文章来源：证券日报） ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork price center has significantly risen, leading to a notable reduction in industry losses. The average price of live pigs has increased to 12.51 CNY/kg, a week-on-week rise of 7.20% [2][13] - The agricultural sector is expected to maintain a good development momentum, with grain production projected to be high this year, including summer grain production of 299.48 billion jin and early rice production increasing by 6.8 billion jin, a growth of 1.2% [1][12] - The industry is currently in a supply-demand tug-of-war, with large-scale pig farms adopting strategies to control supply and raise prices, while demand is expected to improve with the arrival of warmer weather and the pickling season [2][13] Summary by Sections Planting Industry Chain - The agricultural sector is implementing key policies to support rural economic development, with a focus on achieving food security and enhancing crop yields through biotechnology [1][12] - Major beneficiaries in the planting sector include Beidahuang and Suqian Agricultural Development, while in the seed industry, companies like Dabeinong and Longping High-Tech are highlighted for their competitive advantages [1][12] Pig Farming - The pig farming industry is still experiencing losses, but there has been a significant reduction in losses compared to the previous week, with self-breeding farms reporting an average loss of 89.33 CNY per head, down nearly 100 CNY [2][13] - The industry is expected to undergo a process of capacity reduction, with a focus on improving quality and efficiency, leading to the gradual elimination of outdated production capacity [2][13] - Recommended stocks in the pig farming sector include companies like DeKang Agriculture, Jingji Zhino, and Muyuan Foods [2][13] Key Agricultural Product Data Tracking - Corn: The average price is 2241.67 CNY/ton, with a week-on-week decrease of 0.66% [27][28] - Wheat: The average price is 2482.11 CNY/ton, with a week-on-week increase of 0.87% [30][32] - Soybeans: The average price is 3996.84 CNY/ton, with a week-on-week increase of 0.06% [41][44] - Cotton: The average price in Xinjiang is 14660 CNY/ton, with a week-on-week increase of 0.15% [46][50] Feed and Vitamin Prices - The average price of pig feed is 2.6 CNY/kg, with a week-on-week decrease of 0.38% [53][55] - The average price of Vitamin E is 50.30 CNY/kg, with a week-on-week increase of 14.58% [62][63]

Core Insights - The 2025 International Agricultural Service Trade Conference was held in Nansha, focusing on the need for agricultural development reform and the establishment of digital systems to bridge the information gap for farmers [1][2] - The conference aimed to create a high-level dialogue and cooperation platform for global agricultural service trade, promoting the integration and innovative development of global agricultural supply chains and value chains [1] Group 1 - The Deputy Minister of Agriculture, Livestock, and Irrigation of Myanmar highlighted the challenges faced by millions of farmers due to asymmetric agricultural knowledge and the lack of market information [1] - The theme of the conference was "Innovation Driven, Digital Empowerment - Sharing New Opportunities in Global Agricultural Service Trade," attracting around 200 domestic and international guests, including agricultural ministers and industry experts [1] - The conference emphasized the importance of digital systems to provide accurate agricultural data to farmers in remote areas [1] Group 2 - Guangzhou, particularly the Nansha area, is identified as a region with significant potential for agricultural trade between China and Cambodia, leveraging its strong port advantages [2] - Cambodia is working towards diversifying its agricultural products, while multiple cooperation projects between China and Myanmar are underway, including the Lancang-Mekong cooperation [2] - Agricultural cooperation at the university level between China and Myanmar is also being developed, indicating a positive trend in bilateral agricultural collaboration [2]