编织粮食安全网：解码厦门象屿的农业全链条布局

Core Insights - Food security is a top priority for the country, with per capita grain availability reaching 500 kg, exceeding the international safety line of 400 kg [1] - The government emphasizes the importance of enhancing comprehensive grain production capacity and supply chain resilience in its agricultural development plans for 2024-2035 [1] - Leading companies in the agricultural supply chain, such as Xiamen Xiangyu, play a crucial role in ensuring food security through their comprehensive industry chain layout [1] Group 1: Front-end Control - Xiamen Xiangyu's core strategy involves deepening its presence in Northeast China's black soil region, establishing a three-dimensional service network covering the entire grain supply chain [2] - The company has built seven modern storage and logistics centers in Heilongjiang, with a total storage capacity of 13 million tons, maintaining a 100% quality inspection pass rate for national reserve grain [2] - Xiangyu's agricultural internet platform connects 320,000 farmers to the national market, enhancing agricultural development through digital empowerment [2] Group 2: Mid-end Network - Xiamen Xiangyu has developed a comprehensive grain transportation system that spans both domestic and international markets [3] - The company has established logistics channels with major ports, covering various trade products such as corn, rice, and soybeans [3] - In 2023, Xiangyu's multi-modal transport network facilitated the logistics of 10 million tons of grain across provinces, reducing transportation costs by 10-20 yuan per ton [3] Group 3: Deep Processing - Xiangyu has established deep processing industrial parks in Northeast China, including the largest corn starch production line in Asia and the largest production line for L-threonine globally [5] - The company is expanding its deep processing capabilities with a new plant protein processing project in Dalian, with a total investment of approximately 1 billion yuan [5] - This project aims to create a modern industrial hub that integrates processing, storage, trade, and logistics, significantly enhancing Xiangyu's agricultural supply chain [5] Group 4: Agricultural Modernization Opportunities - The agricultural modernization process in China presents structural opportunities through the integration of the entire industry chain and efficiency improvements [6] - Xiangyu's proactive adjustments in its agricultural product segment have led to a significant increase in gross profit, demonstrating effective risk management and operational efficiency [6] - The development path of Xiangyu highlights the growing importance of companies that can integrate various sectors and create collaborative value in the context of food security [6]