（来源：团结报） 转自：团结报 □ 陈 思 在黑龙江省佳木斯市——祖国最早迎接太阳升起的地方，清晨的第一缕阳光即将照亮窗台，"北大荒王 班长"的账号仍没有下播。直播间里，民革党员、退役军人主播王伟东端坐在镜头前，耐心细致地回答 着问题。 这些年来，王伟东主动投身自媒体创作，通过网络平台为退役军人发声，先后入选"龙江最美退役军 人""龙江好人""佳木斯最美退役军人"。他用军人永不褪色的信仰和坚守，书写着新时代拥军的动人故 事。 上线平台 做退役军人政策的宣讲员 1996年，20岁的王伟东结束了自己的军营生活，正式退伍。他做过服务员，当过保安，在社会摸爬滚打 17年后，2013年成功创办了自己的企业——佳木斯志远家兴建筑工程有限公司。 企业做起来后，王伟东开始琢磨着回报社会，他将目光投向了爱国拥军事业。"最初我的想法是为现役 战士和困难退役军人提供看得见、摸得着的帮助，尽自己军创企业的绵薄之力。"不想，这一做，让他 发现了问题。 "没想到自己会踏足直播，更没想过自己变成'网络大V'。"王伟东语言依旧朴实，他表示，一切对退役 军人政策宣传有利的合理合法方式他都会采用。 帮忙解忧 做困难退役军人的娘家人 直播间影响力 ...

证券之星消息，2月2日种植业板块较上一交易日下跌6.54%，荃银高科领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002772 | 众兴菌业 | 17.10 | 4.20% | 32.90万 | | 5.57亿 | | 002041 | 壹海种业 | 11.64 | 3.10% | 125.74万 | | 14.19 Z | | 600883 | 博闻科技 | 8.50 | -1.28% | ● 7.61万 | | 6522.79万 | | 603336 | 宏辉果蔬 | 9.12 | -1.94% | 13.58万 | | 1.25亿 | | 300511 | 雪榕生物 | 6.00 | -2.44% | 23.26万 | | 1.41亿 | | 920087 | 秋乐种业 | 20.44 | -2.81% | 22.51万 | | 4.41亿 ...

此次合作的延农路8号项目，是首农食品集团承接并购的北京市国企资产盘活项目。项目坐落于延庆妫 水河北岸，总占地315亩，建筑面积4.3万平方米，规划226间客房。项目北望海坨山云海，南依世园会 万亩森林公园，妫水河蜿蜒环抱，生态环境得天独厚。 此次签约是北京市属国企与国际知名度假酒店集团的强强联合。根据协议，双方将依托延庆优越的生态 与区位资源，打造集高端酒店、特色疗愈、度假旅居于一体的一站式京郊度假目的地，致力于满足全球 旅行者对高品质健康美好生活的需求。 （来源：中华工商时报） 转自：中华工商时报 日前，首农食品集团旗下首农发展公司与新加坡悦榕集团在京正式签署合作协议，双方将共同打造位于 延庆区延农路8号的高端度假酒店项目。此举标志着悦榕集团旗下生活方式品牌"鸿居"（HOMM）首度 进驻北京，也是首农食品集团培育农文旅融合新业态、助力北京国际消费中心城市建设的又一重要举 措。 记者了解到，本次合作的延农路8号项目，是首农食品集团承接并购的市国属国企资产盘活项目。经过 重新定位与规划优化，通过公开招标，最终选定悦榕集团作为合作伙伴。该项目不仅是首农食品集团深 化市属国企战略合作、推动存量资产提质增效的成果，也 ...

Investment Rating - Industry Rating: Recommended [3] Core Insights - The report highlights the implementation of a national seed market inspection for spring crops, focusing on key crops such as corn, soybeans, rice, cotton, potatoes, and vegetables. This initiative aims to ensure seed quality and combat counterfeit products, which is expected to enhance the planting industry chain [1][11]. - The report anticipates a continued acceleration in the commercialization of genetically modified (GM) seeds, which is crucial for improving self-sufficiency rates in key varieties. The upcoming central document is expected to catalyze the seed industry sector [1][11]. - In the pig farming sector, the average price of live pigs has decreased to 12.61 CNY/kg, reflecting a 2.91% week-on-week decline. This trend is attributed to seasonal consumption patterns and inventory adjustments post-holiday [2][12]. - The report suggests that the pig farming sector may see accelerated capacity reduction as it enters a traditional off-season for pork consumption, presenting potential investment opportunities [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated a seed market inspection to ensure the safety of seeds for spring production, focusing on major crops [1][11]. - The emphasis on GM technology is expected to revolutionize yield improvements and enhance self-sufficiency in key crops [1][11]. - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on companies with significant first-mover advantages in the seed industry such as Dabeinong and Longping High-Tech [1][11]. Pig Farming - The average price of live pigs is currently 12.61 CNY/kg, with a notable week-on-week decline of 2.91% due to seasonal factors and inventory management [2][12]. - The number of breeding sows has decreased to 39.61 million, reflecting a 2.9% year-on-year decline, indicating a trend towards capacity reduction [2][12]. - Recommended stocks in the pig farming sector include Lihua Agricultural, Muyuan Foods, and Shuanghui Development, among others [2][12]. Key Agricultural Product Data Tracking - Corn: The average price is 2377.26 CNY/ton, with a week-on-week increase of 0.32% [26]. - Wheat: The average price is 2529.67 CNY/ton, with a week-on-week increase of 0.18% [29]. - Soybeans: The average price is 4072.11 CNY/ton, remaining stable week-on-week [41]. - Cotton: The average price is 15750 CNY/ton, with a week-on-week increase of 0.56% [46]. Feed and Vitamin Prices - The average price of pig feed is 2.65 CNY/kg, stable week-on-week [53]. - Vitamin E averages 55.30 CNY/kg, reflecting a week-on-week increase of 1.47% [63].

Investment Rating - Industry rating: "Overweight" [2] Core Insights - The report highlights a significant drop in pig prices by 6% to 12.21 CNY/kg, while the price of white feather chicken products has increased to 9,400 CNY/ton [3][4] - The report indicates that the pig farming sector has been profitable for three consecutive weeks, with a profit of 25.1 CNY per head [3] - The report recommends continued investment in the pig farming sector, particularly in companies like Muyuan Foods, Tiankang Biological, Wens Foodstuff, and Lihua Agricultural [3] Summary by Sections Pig Farming - The average weight of pigs at slaughter has decreased to 127.86 kg, with the proportion of heavy pigs (over 150 kg) at 5.78% [3] - The price of two-yuan sows remains stable at 1,559 CNY/head, while the price of piglets has increased by 3.3% week-on-week [3] - The report anticipates a new wave of price declines post-Chinese New Year due to expected capacity reduction in the pig industry [3] Chicken Farming - The price of white feather chicken products has risen to 9,400 CNY/ton, reflecting a week-on-week increase of 1.6% [4] - Yellow feather chicken farming has been profitable for over five months, with an average price of 14.95 CNY/kg [4] - The report notes a historical high in the number of breeding stock for white feather chickens, with a total of 157.42 million sets updated in December 2025 [4] Cattle Industry - As of the end of 2025, the cattle stock in China has decreased by 8.6%, with expectations for prices to rise in the first half of 2026 [8] - The report suggests that the decline in cattle stock is a precursor to rising beef prices, with historical data supporting this trend [8] Pet Food Market - The pet market in China is projected to grow by 4.1% in 2025, reaching a total market size of 312.6 billion CNY [7] - The pet food market share has increased to 53.7%, with significant growth in core brands [7]

内容概要：含腐植酸水溶肥料中的腐植酸是由天然有机物提取而来，是一种环保型的肥料。相比传统的 化肥，含腐植酸水溶肥料不会对土壤和环境造成过度的污染。同时，含腐植酸水溶肥料还能够改善土壤 结构，促进土壤中微生物的活性，增加土壤中的有机质含量，从而起到保护生态环境的作用。因此，含 腐殖酸水溶肥料是推动传统农业向高效生态农业转型的重要支撑。正是基于其突出的生态价值与农业应 用优势，含腐植酸水溶肥料的发展获得国家层面的高度重视。2025年中央一号文件首次明确将"氨基 酸、腐植酸等有机类水溶肥"列为国家农业绿色转型的核心支持范畴，并定位为"强化农业科技支撑"的 关键措施。这意味着含腐植酸水溶肥料从市场自发发展阶段正式进入了国家战略驱动的新阶段。在市场 需求和国家政策的作用下，我国含腐殖酸水溶肥料行业市场规模持续增长，2024年行业市场规模达到 430亿元，同比上涨17.3%。 相关上市企业：云天化（600096）、史丹利（002588）、芭田股份（002170）、红四方（603395）、苏 垦农发（601952）、北大荒（600598）、亚盛集团（600108）、新农开发（600359）、登海种业 （002041）等。 ...

证券之星消息，1月29日种植业板块较上一交易日上涨2.94%，海南橡胶领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 601118 | 海南橡胶 | 7.84 | 9.96% | 234.81万 | | 17.72亿 | | 300189 | 神农种业 | 7.67 | 8.33% | 339.19万 | | 25.61亿 | | 920087 | 秋乐种业 | 19.08 | 7.31% | 18.96万 | | 3.54亿 | | 600313 | 农发种业 | 8.03 | 6.36% | 256.63万 | | 20.33亿 | | 920403 | 康农种业 | 27.14 | 3.39% | 7.81万 | | 2.13亿 | | 600598 | 北大荒 | 16.87 | 2.80% | 97.39万 | | 16.42亿 | | 3 ...

1月27日，2026年北大荒农业股份八五四分公司土地承包费收取首日，仅用8小时就完成应收总额的95%以上，其中线上缴费占比高达99.89%。线上收费模式 的深化应用，助力八五四再次刷新土地承包费收费速度纪录。 财务人员进行数据统计（赵影娜 摄） 土地承包费收取是2026年重点工作。为高效推进此项工作，八五四分公司严格落实集团"数字北大荒"工作部署，持续深化数字化、信息化在农业管理中的应 用，继续推广使用《北大荒农服》APP开展线上承包费收取工作，以科技赋能打通服务种植户的"最后一公里"，践行"让数据多跑路，让群众少跑腿"的服务 理念。 为确保收费工作平稳有序、高效推进，农场、八五四分公司提前制定详尽工作方案和标准化收费流程。收费前期，多次召开土地承包协议专项工作会议，统 一思想共识、明确职责分工，组织工作人员系统学习掌握收费政策与流程，逐一对承包人信息、缴费面积、费用金额等基础数据进行核对校验，确保信息精 准无误。职工代表大会审议通过《2026年土地承包方案》后，各管理区迅速召开基层职（员）工代表大会，对方案内容进行深入解读宣讲，让政策红利直达 基层、深入人心，保障种植户的知情权与参与权。 "清晰地看到各项费 ...

Group 1 - The planting industry sector increased by 1.23% on January 26, with Nongfa Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the planting industry and their performance included Nongfa Seed Industry (up 3.98% to 7.05), Yasheng Group (up 3.55% to 3.79), and Honglian Huanxu (up 3.40% to 9.72) [1] Group 2 - The planting industry sector saw a net inflow of 499.19 million yuan from main funds, while retail investors contributed a net inflow of 2272.04 million yuan [2] - Major stocks with significant fund flows included Yasheng Group with a net inflow of 429.85 million yuan from main funds and a net outflow of 106.49 million yuan from speculative funds [3] - North China Agricultural University also experienced a net inflow of 425.21 million yuan from main funds, with a net outflow of 179.78 million yuan from speculative funds [3]

000902 新洋丰 0.30 0.88 284.96 资金面上看，今日大豆概念板块获主力资金净流出1.07亿元，其中，8股获主力资金净流出，5股主力资 金净流出超千万元，净流出资金居首的是北大荒，今日主力资金净流出2821.32万元，净流出资金居前 的还有物产中大、大北农、荃银高科等，主力资金分别净流出2557.51万元、1299.38万元、1269.13万 元。今日主力资金净流入居前的概念股有新洋丰、先达股份、瑞茂通等，主力资金分别净流入284.96万 元、281.90万元、190.07万元。（数据宝） 大豆概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600598 | 北大荒 | -1.52 | 1.64 | -2821.32 | | 600704 | 物产中大 | 1.36 | 1.39 | -2557.51 | | 002385 | 大北农 | 0.00 | 1.54 | -1299.38 | | 300087 | 荃银高科 | 0.00 | 2.26 | -1269. ...