来源：环球网 1月25日，由安徽省农业农村厅指导的第二届"荃银杯"现代青年农场主粮食作物规模单产提升竞赛总结 表彰大会（以下简称"荃银杯"单产竞赛）在合肥举行，来自安徽省的72名青年农场主和种植大户受到表 彰。活动由安徽张海银种业基金会、安徽省新农人协会协办，安徽广播电视台现场直播。 "真金白银"致敬耕耘者 自第二届"荃银杯"单产竞赛举办以来，在安徽省农业农村厅的指导下，赛事秉承公平、公正、公开的原 则，继续为参赛选手提供良好的竞赛平台和优质的服务，为参赛者展示精湛的栽培技术和精准的管理能 力创造良好的条件。此次，荃银高科再次兑现承诺，奖励一批典型青年农场主和种植大户。 "荃银杯"单产竞赛持续激发青年农场主与种植大户创新活力，推广先进的生产技术和科学种植模式，助 力粮食作物实现大面积单产提升。 荃银高科总经理助理、水稻事业部总监周熙瑞对竞赛活动进行总结时提到，面对2025年种植季遭遇的极 端天气，参赛主体交出了"逆境高产"的亮眼答卷。经测产，水稻最高产量1004.1 公斤/ 亩，玉米最高产 量853.6 公斤/亩，小麦最高产量704.8 公斤/亩，三大作物单产均显著高于安徽省平均水平，累计增产 1754.7万 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

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. ...

（编辑 任世碧） 证券日报网讯 1月20日，荃银高科在互动平台回答投资者提问时表示，根据中种集团前期公告，承诺截 至日为2026年1月20日。2026年1月14日，公司与中种集团签署《股权委托管理协议》，受托管其持有中 种农科100%股权，通过委托管理的方式解决公司与中种集团的同业竞争问题，具体详见《关于控股股 东履行承诺解决种子业务同业竞争问题暨关联交易的公告》（公告编号：2026-014）。 ...

Investment Rating - Industry Rating: Recommended [3] Core Insights - The pork price is rising due to the peak consumption season, and there is an expectation for accelerated destocking after the holiday [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of agricultural modernization and the commercialization of genetically modified crops to enhance yield and self-sufficiency [1][11] - The report highlights the profitability recovery in pig farming, with self-breeding and purchased piglets turning profitable, indicating a short-term challenge for capacity destocking [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is supporting Shandong Province in enhancing grain production and agricultural modernization, focusing on rural revitalization and technological innovation [1][11] - Key recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is 12.72 CNY/kg, with a week-on-week increase of 1.26%. The number of breeding sows is 39.9 million, showing a decrease of 1.1% month-on-month and 2.1% year-on-year [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including stocks like Muyuan Foods and Wens Foodstuffs [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2359.57 CNY/ton, with a week-on-week increase of 0.26% [24] - Wheat: The average price is 2513.57 CNY/ton, remaining stable week-on-week [27] - Soybeans: The average price is 4053.16 CNY/ton, with a slight increase of 0.12% [38] - Cotton: The average price is 15640.00 CNY/ton, with a week-on-week increase of 0.18% [43]

Investment Rating - Industry rating: Recommended [3] Core Insights - The pork price is rising due to the peak consumption season, and there is an expectation for accelerated destocking after the holiday [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of agricultural modernization and the commercialization of genetically modified crops to enhance yield and self-sufficiency [1][11] - The report highlights the profitability recovery in pig farming, with self-breeding and purchased piglets turning profitable, indicating a short-term challenge for capacity destocking [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is supporting Shandong province in enhancing grain production and agricultural modernization, focusing on technology and innovation [1][11] - Key recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on genetically modified seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is 12.72 CNY/kg, with a week-on-week increase of 1.26% [2][12] - The number of breeding sows is 39.9 million, showing a decrease of 1.1% month-on-month and 2.1% year-on-year, indicating a steady adjustment in production capacity [2][12] - Recommended stocks in the swine sector include Muyuan Foods, WH Group, and others, with a focus on companies that show significant cost improvements and high future output elasticity [2][12]

Investment Rating - The report provides an "Increase" rating for the industry, indicating a positive outlook compared to the Shanghai and Shenzhen 300 Index [46]. Core Insights - The report highlights the strengthening of pig prices, with a current price of 12.69 CNY/Kg, reflecting a week-on-week increase of 0.20 CNY/Kg. Factors contributing to this trend include a decrease in sales plans for January and the anticipated impact of a nationwide cold wave starting January 19, which may further boost prices [5][10]. - In the planting sector, corn and soybean prices have shown stability, with corn prices at 2364 CNY/ton (up 0.5% week-on-week) and soybean prices at 4072 CNY/ton (up 0.6% week-on-week). The report expresses optimism for the recovery of planting sector profitability [3][10]. - The pet industry is experiencing increased attention due to major exhibitions, with significant events scheduled in March 2026, which are expected to catalyze new product launches from leading domestic brands [4]. Summary by Sections Livestock - The report notes that pig prices are on the rise, with a current price of 12.69 CNY/Kg, up 1.60% week-on-week and 10.06% month-on-month, although down 19.33% year-on-year. The report suggests that the cold wave and increased demand during the lunar month will be key factors influencing future price movements [5][10]. - Recommended stocks in the livestock sector include Muyuan Foods, Wens Foodstuffs, and others, with a focus on companies that are expected to benefit from the recovery in pig prices [5][40]. Planting - The report indicates that corn and soybean prices are stable, with corn at 2364 CNY/ton and soybeans at 4072 CNY/ton. The planting sector is expected to see a recovery in profitability, particularly benefiting seed companies that focus on high-quality products [3][10]. Pet Industry - Major pet exhibitions are set to take place in March 2026, which are expected to enhance market interest and lead to new product launches from top brands. The report emphasizes the potential for growth in the pet sector due to these events [4][10]. Key Company Coverage - The report includes earnings forecasts and valuations for key companies in the industry, with all covered companies receiving an "Increase" rating. Notable companies include Muyuan Foods, Wens Foodstuffs, and various firms in the pet and agricultural sectors [40].

证券之星消息，1月15日种植业板块较上一交易日下跌0.16%，荃银高科领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002215 | 诺普信 | 11.48 | 2.59% | 26.24万 | | 3.00亿 | | 920087 | 秋乐种业 | 16.90 | 1.62% | 9.58万 | | 1.63亿 | | 600354 | 敦煌种业 | 6.65 | 1.06% | 26.52万 | | 1.76亿 | | 600313 | 农发种业 | 6.54 | 0.77% | - 33.44万 | | 2.19亿 | | 920403 | 康农种业 | 23.72 | 0.76% | 3.33万 | 7985.62万 | | | 601952 | 苏垦农发 | 9.31 | 0.76% | 9.06万 | 8437.49万 | | | 60 ...

证券日报网讯1月14日，荃银高科（300087）发布公告称，公司第五届董事会第三十次会议审议通过 《关于公司董事会换届选举暨提名第六届董事会非独立董事候选人的议案》《关于公司董事会换届选举 暨提名第六届董事会独立董事候选人的议案》《关于控股股东履行承诺解决种子业务同业竞争问题暨关 联交易的议案》等多项议案。 ...

证券日报网讯 1月14日，荃银高科发布公告称，公司将于2026年1月30日召开2026年第一次临时股东 会。 （文章来源：证券日报） ...