农业行业 行业研究|行业周报 地缘冲突升级，大宗农产品涨价预期强化 ——东方证券农林牧渔行业周报（20260223-20260301） 核心观点 投资建议与投资标的 投资建议：（1）看好生猪养殖板块，淡季底部价格确认后，悲观预期有望逐步扭转。我 们看好 26 年猪价表现，成本优势领先的企业有望持续实现业绩提升，相关标的：牧原股 份(002714，买入)、温氏股份(300498，买入)、神农集团(605296，未评级)等。（2）后 周期板块，行业结构性成长趋势持续，猪价回暖后养殖产业链利润有望逐步向下游传 导，驱动动保板块上行，相关标的：海大集团(002311，买入)、瑞普生物(300119，未评 级)等。（3）种植链，地缘因素扰动背景下，大宗商品涨价已传导至农业。从品种基本 面来看，当前粮价上行趋势已确立，种植&种业基本面向好，大种植投资机会凸显，相关 标的：苏垦农发(601952，未评级)、北大荒(600598，未评级)、海南橡胶(601118，买 入)、隆平高科(000998，买入)、中粮糖业(600737，买入)等。（4）宠物板块，宠食行 业正处于增量、提价逻辑持续落地的阶段，海外市场增量不断，国产品牌 ...

猪鸡价格冰火两重天，玉米景气继续提升 [Table_Industry] 农业 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读： 养殖：猪鸡价格年后冰火两重天。种植：看好种植景气度提升。宠物: 汇率因素影响 短期出口表现，看好国内市场增长。 投资要点： [关注原油价格波动对油脂的影响。 Table_Summary] 投资建议：生猪推荐标的：牧原股份、温氏股份；后周期推荐标的：科前生 物、海大集团。农产品产业链推荐标的：晨光生物、诺普信、国投丰乐，相 关标的：康农种业、苏垦农发、北大荒。宠物推荐标的：乖宝宠物、中宠股 份、瑞普生物、佩 ...

（来源：饲料行业信息网） 来源：饲料行业信息网 "网上备耕太好了，不但能了解市场需求，查询最新的农业政策和农业信息资讯，还能学到好的农业技 术，今年增收是大有希望!"正在网上查看最新水稻种植技术的北大荒农业股份八五四分公司种植户曾昌 富兴奋地说。 种植户查询农业信息资讯 曾昌富在八五四分公司种植水稻370亩，每年在种植品种选择上他都遵循"优质米"至上的原则，秋天收 获后，对大米进行加工，并申请注册了"民富稻香"大米品牌，通过网络订单的形式销往全国各地。通过 网络营销渠道，足不出户就可将产品销售一空。 "如今，种植户的售粮观念也在悄然改变，大家都想让一年的辛苦换回好效益。以前受销售渠道制约， 只能卖原粮，价格还得受收购方限制。现在不一样了，网络为我们搭建了'走出去'的平台，网上销售优 质大米，不仅利润高，还会有一些订单回头客，实现未产先销，提前备足了春耕资金。"曾昌富高兴地 介绍着网络销售的经验。 在八五四分公司，种植户们除了利用网络平台扩宽粮食销售渠道外，网络上的农业科技信息、网上订 单、网络培训已成为春耕备耕的"农家三宝"，让种植户吃上致富"定心丸"。 为提前做好春耕备耕工作，这个分公司在去冬今春分别采取集 ...

智慧农业以信息和知识为核心要素，通过互联网、物联网、大数据、人工智能和智能装备等现代信息技 术、设备，与农业深度跨界融合，实现农业生产全过程的信息感知、定量决策、智能控制、精准投入、 个性化服务的全新农业生产方式，是农业信息化发展从数字化到网络化再到智能化的高级阶段。智慧农 业主要包括智慧种植、智慧畜牧、智慧渔业、智能农机、智慧园区等。 内容概况：在农业信息化和农业现代化的发展进程中，随着全球卫星定位系统、无人智能设备等前沿科 技在农业生产经营全过程领域的广泛应用，智慧农业是对推进农业信息化、现代化进程具有重要意义的 高级农业发展阶段。智慧农业通过应用先进信息技术、推进生产领域的智能化、优化农业生产方式，不 断提高农业现代化水平，进而提高农业生产力及资源利用效率，为乡村全面振兴注入创新动能和高质量 发展引擎。近年来，随着物联网、大数据、人工智能等技术的不断发展，以及政策的持续支持，中国智 慧农业市场规模保持快速增长的态势。数据显示，中国智慧农业行业市场规模从2017年的384.74亿元增 长至2025年的1200亿元，年复合增长率为15.28%。智慧农业是乡村振兴的重要支撑，也是农业现代化 的必然趋势。未来， ...

每经AI快讯，2月27日，农业种植概念震荡拉升，亚盛集团（600108）涨停，登海种业（002041）、康 农种业、农发种业（600313）、北大荒（600598）跟涨。 ...

Group 1 - The core growth driver of the "pet economy" is the consumption of seasonal holiday products, with the search term "New Year pet gift box" on Tmall showing a year-on-year growth of over 20% [1][2] - Sales of pet clothing for the New Year increased by 330%, while sales of pet New Year dinners grew by 290% according to Tmall data [1][2] - The pet product category has formed a comprehensive matrix covering "food + clothing + decoration + services," extending from cats and dogs to exotic pets [2] Group 2 - There has been a 46% month-on-month increase in demand for pet boarding services as reported by 58 Daojia [2] - The pilot program for pet transportation on high-speed trains has expanded to cover 110 stations and 170 trains, while the "pet in cabin" service for airlines now includes 31 airports and 110 flight routes [2] - Major pet exhibitions in South China and North China are scheduled for March, with leading domestic brands expected to launch new products at these events [2] Group 3 - After the Spring Festival, it is anticipated that pig prices will enter a seasonal decline due to decreased demand and increased supply [3] - The price is expected to drop into a low phase, leading to potential losses in the breeding sector as slaughterhouses resume operations after the holiday [3] Group 4 - Recommended stocks in the pig breeding sector include Muyuan Foods (002714.SZ) and Wens Foodstuff Group (300498.SZ) [4] - Other recommended stocks in the agricultural product supply chain include Morning Light Bio (300138.SZ) and Noposion (002215.SZ) [4] - In the pet sector, recommended stocks include Guibao Pet (301498.SZ) and Zhongchong Co., Ltd. (002891.SZ) [4]

内容概要：有机食品是根据有机农业和有机食品生产、加工标准或生产、加工技术规范而生产、加工， 并经有机食品认证组织认证的一切农副产品。作为一种健康、环保的食品，越来越受到世界各国消费者 的欢迎。2024年，我国有机产业整体迈入"生产扩张、加工提质、市场旺盛、国际合作深化"的新阶段。 目前，我国已成为全球第三大有机消费市场，第五大有机农业种植国。随着居民收入水平的提高和健康 消费理念的深入普及，消费者对有机食品的需求将持续增长，市场规模持续扩大。2025年，我国有机食 品产量3723.4万吨，进口量2.8万吨，出口量55.5万吨，国内需求量3670.7万吨，市场规模达到1330.6亿 元；预计2026年，我国有机食品产量3984.5万吨，进口量2.9万吨，出口量58.6万吨，国内需求量3928.8 万吨，市场规模有望达到1521.2亿元。 上市企业：北大荒[600598]、西王食品[000639]、东方集团[600811.SH] 相关企业：中国圣牧有机奶业有限公司、重庆市天友乳业股份有限公司 关键词：有机食品认行业政策、有机食品认行业产业链、有机食品认获证单位总数、有机食品认证面 积、有机食品认供需平衡、有机食品 ...

Core Viewpoint - The article highlights how the Baquanling Agricultural Company is leveraging technology, culture, and ecology to transform winter resources into economic opportunities, showcasing a blend of tradition and modernity through various festive activities and attractions. Group 1: Cultural and Technological Integration - The lighting installations in Baquanling serve as a medium for cultural expression, enhancing the area's image and attracting visitors, thereby boosting local economic activities [1][2] - The thematic light displays convey narratives and cultural significance, such as the "North China Baquan 47 Degrees" brand and the "Welcome New Year 2026" theme, creating an engaging atmosphere for residents and tourists [1] Group 2: Market and Product Promotion - The "North China Baquan 47 Degrees" brand gained significant attention at the local market, particularly for its cold-pressed black soybean oil, which appeals to consumers' nostalgia for traditional flavors [3] - The presence of international visitors, including Russians, indicates the brand's growing influence and the potential for expanding its market reach through high-quality local products [3] Group 3: Ecological and Recreational Development - The company has created a winter wonderland that combines various activities, such as snow slides and ice biking, enhancing the visitor experience despite cold temperatures [4] - The integration of the ice and snow park with nearby smart greenhouses offers a unique "ice and ecology" experience, enriching visitor engagement and extending their stay [4] Group 4: Economic Impact and Future Prospects - The transformation of winter resources into economic benefits has revitalized the off-peak tourism market and stimulated surrounding consumption, providing valuable insights for future seasonal resource development [5] - The festive practices in Baquanling illustrate a successful blend of tradition and innovation, contributing to a vibrant cultural and economic landscape [5]

经济观察网 基于最新公开信息，北大荒（600598）（600598）近期有以下事件值得关注： 公司结构与治理 机构调研 2026年2月5日，北大荒召开董事会，审议通过了《信息披露管理办法》等20项制度的制定与修订议案， 这可能影响公司内部管理流程和透明度。 业绩经营情况 根据2025年第三季度报告，公司前三季度营业总收入41.08亿元，同比下降5.73%，主要受农业投入品销 售业务饱和及粮食业务收入确认方式变更影响；但通过成本控制，归母净利润13.57亿元，同比微增 0.69%。后续季度经营数据的发布将验证基本面韧性。 以上内容基于公开资料整理，不构成投资建议。 2026年2月4日，公司接待了多家机构调研，重点讨论了以土地发包为主的业务模式，土地承包费标准综 合多种因素确定，这反映了市场对主营业务的关注。 公司状况 公司2024年度拟每10股派发现金股利5.5元（含税），现金分红比例达89.93%，高分红趋势是否在2025 年度延续值得留意。 行业政策现状 国家粮食安全战略和农业现代化政策持续推进，可能对公司长期发展形成支撑；同时，资金流向显示短 期市场情绪波动，需关注农业板块整体动向。 ...

Group 1 - The event "Heilongjiang Agricultural Products Ice and Snow Tourism Season Promotion" was held in Harbin, showcasing the charm of "Black Soil Quality Products" through interactive experiences for visitors from across the country [1][3] - Activities included "Stamp Collection for Drinks" and "Mascot Parade," highlighting cultural elements of Heilongjiang's agricultural products such as rice, soybeans, and corn [1][3] - The event was guided by the Heilongjiang Provincial Department of Agriculture and Rural Affairs and organized by Beidahuang Food Group Co., Ltd [3]