秋粮不仅关系口粮绝对安全，更关乎饲料、工业原料和种源安全。今年全国秋粮长势总体平稳，但是7 月份以来，黄淮、江淮、江汉等地区出现大范围高温天气，湖北、湖南、广东、广西、重庆、贵州、云 南等省份受洪涝、台风等灾害影响，个别地方出现病虫害，秋粮丰收面临多道关口。 打好秋粮"保卫战"需要系统施策，着力强化农业防灾减灾。各地要用好农业科技政策，建立"天—空— 地"一体化监测体系，利用卫星遥感、物联网设备实时追踪墒情虫情，精准监测、"叫应"到人，跑赢预 防灾害"最先一公里"。要精准实施田间管理，在8月下旬至9月上旬窗口期，组织社会化服务组织、合作 社"统一时间、统一配方、统一飞防"，力争多促一片、多收一成。黄淮海地区要推广"一增四改"玉米高 产技术，长江中下游地区要抓好晚稻"三控三促"，把技术措施落实到"最后一公里"。受灾地区要开展农 作物改种补种、灾损农业设施修复、农田疏渠排涝等，把灾害损失降到最低。 秋粮丰歉，事关民生根基。作为占全年粮食总产量75%的"压舱石"，秋粮生产直接关系今年国家1.4万亿 斤粮食生产目标能否实现。当前距收获时间仅剩月余，正值产量形成与灾害叠加的"双关键期"，各地必 须把"抗灾夺丰收"作为当 ...

人民财讯8月19日电，8月19日，农业农村部党组书记、部长韩俊主持召开部党组会议，传达学习中央政 治局会议精神，研究贯彻落实工作。会议指出，要全力以赴抓好秋粮生产，压紧压实各级责任，指导各 地抓细抓实农业防灾减灾救灾各项工作，突出抓好农田沟渠整治，落实好"一喷多促"等田管措施，奋力 夺取秋粮丰收。要紧盯粮食市场运行和购销进度动态，加强粮食等重要农产品市场调控，落实好奶业纾 困政策，持续推进生猪产能综合调控，保障市场和供给稳定。要毫不放松巩固拓展脱贫攻坚成果，强化 考核评估发现问题整改和验收，抓好动态监测和精准帮扶工作，保障脱贫劳动力稳岗就业，守牢不发生 规模性返贫致贫底线。要千方百计促进农民就业增收，常态化做好农产品产销衔接大文章，持续释放农 业农村领域消费潜力。要防范化解农业农村重点领域风险，紧盯不放抓好农业安全生产，坚决防范重特 大事故发生。要抓好农产品质量安全监管，保障人民群众"舌尖上的安全"。 ...

Core Viewpoint - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs, has allocated 1.146 billion yuan to support 13 major grain-producing provinces in implementing measures to stabilize autumn grain production and ensure food security [1] Group 1: Financial Support - The central government has provided financial assistance specifically for the application of plant growth regulators, foliar fertilizers, stress resistance agents, and pesticides to key autumn crops such as corn, soybeans, and medium rice [1] - This funding aims to enhance disaster prevention and mitigation efforts, thereby ensuring stable production of autumn grains and contributing to overall food security for the year [1]

财政部近日会同农业农村部、水利部下达中央财政农业防灾减灾和水利救灾资金10.15亿元，支持受灾 地区积极应对洪涝、干旱等灾害影响，加快恢复农业生产。 （文章来源：经济日报） 此次下达的资金，一是支持北京、河北、内蒙古、广东等地做好洪涝灾后救灾工作，重点对农作物改种 补种、农田积水抢排、农牧渔业生产设施及水利工程设施修复等救灾措施给予适当补助。二是支持山 东、河南、湖北等地做好干旱救灾工作，重点对增肥保苗、灌水补墒、调水运水、增打机井等救灾措施 给予适当补助。 ...

Group 1 - The People's Bank of China and seven other departments released guidelines to support new industrialization, focusing on 18 targeted measures to enhance financial services for high-quality industrial development by 2027 [2] - The guidelines aim to prevent "involution" competition and promote the advancement of industries towards mid-to-high-end development [2] - The China Machinery Industry Federation issued an initiative against unfair competition in the photovoltaic industry, highlighting the negative impact of below-cost exports on the industry's reputation [2] Group 2 - The Ministry of Finance allocated 1.015 billion yuan for agricultural disaster relief, supporting regions affected by floods and droughts [2] - The National Health Commission and 16 other departments launched a plan to promote a healthy environment in China, aiming for improved drinking water quality and health literacy by 2030 [2] - The Shanghai Stock Exchange reported significant abnormal fluctuations in the stock of a company, urging investors to exercise caution [2] Group 3 - Xiamen Port Authority plans to acquire 70% of a container terminal group for 6.178 billion yuan [6] - Shandong Haihua intends to invest 2.32 billion yuan to acquire a 29% stake in a salt and alkali company [6] - Haimi Information reported a 40.78% year-on-year increase in net profit for the first half of the year, reaching 1.201 billion yuan [6]

8月4日，农业农村部党组书记、部长韩俊主持召开防汛抗旱救灾工作调度视频会，对农业防灾减灾救灾 工作进行再部署再安排。 会议要求，要抓好监测调度，加密与气象、应急、水利等部门会商研判，及早发布预警预报信息和防灾 减灾建议。要组织开展好农业灾后恢复工作，抓紧修复灾毁农田设施，指导农民改种补种、补栏补苗。 要密切关注、及时了解脱贫地区、脱贫人口等受灾情况，用好监测帮扶"绿色通道"，将有返贫致贫风险 的农户及时识别为监测对象，精准落实帮扶措施，坚决防止因灾返贫致贫。要强化部门联动，形成农业 防灾减灾的工作合力，协同配合应对各类农业灾害。 （文章来源：期货日报网） 韩俊指出，入汛以来，我国气象条件总体偏差，华东华北等地持续遭遇强降雨，黄淮等地持续高温干 旱，对农业生产带来不利影响。各地全力抗旱浇灌、抢排积水，有效降低了灾害影响。现在距秋粮大面 积收获还有两个月，正是作物生长发育关键期，也是气象灾害多发频发期，区域性、阶段性旱涝灾害明 显，农业防灾减灾形势依然严峻。要把农业防汛抗旱救灾作为当前农业农村系统的压倒性任务，做 到"防在成灾前、抗在第一时、救在第一线"，力争重灾区少减产、轻灾区保稳产、无灾区多增产，全力 以赴夺 ...

从保障资金融通角度来看，银行可在多个关键环节发力。未发生自然灾害时，应加大对农业基础设施建 设的信贷投放力度，防患于未然，支持高标准农田建设，完善农田水利灌溉设施，加固农业大棚等生产 设施，增强农业生产抵御自然灾害的能力。通过提供低息、长期的专项贷款，帮助农业企业和农户改善 生产条件，从根源上降低灾害风险。在易涝地区支持相关机构建设高效排水系统，有效避免农田内涝对 农作物的损害。 一旦发生自然灾害，银行可及时开辟金融服务绿色通道，简化救灾贷款审批流程，提高贷款发放效率， 确保受灾农户和农业企业能迅速获得资金，用于抢救受灾农作物、修复受损设施等抗险救灾和灾后重建 工作。同时，对受灾严重、还款困难的客户，灵活采取贷款展期、调整还款计划、减免利息等措施，帮 助他们缓解资金压力，渡过难关。比如，在台风、暴雨等灾害发生后，及时为受灾主体提供应急资金， 让他们尽快恢复生产，减少损失。 尤其在灾后重建方面，银行应加大信贷支持力度，提供重建专项贷款；帮助农户和农业企业重新购置种 子、化肥、农药等生产资料，恢复农业生产；针对受灾地区特色农业产业，制定专属金融服务方案，助 力产业恢复和发展，增强农业产业韧性。 从创新金融产品和服 ...

Group 1 - The core point of the news is the agricultural production outlook for summer and autumn crops in China, highlighting the resilience in summer grain production despite drought conditions and the positive expectations for autumn grain production [1][2][3] - Summer grain production reached 299.48 billion jin, making it the second highest yield in history, following last year's record [1] - The drought affected major agricultural provinces, with Henan and Shaanxi experiencing significant reductions in wheat yield, losing 710 million jin and 290 million jin respectively [1] - Despite the drought, emergency drought response measures helped mitigate losses, with major producing areas like Shandong, Hebei, and Sichuan reporting increases in production [1] Group 2 - Attention is now shifting to autumn grain production, which accounts for three-quarters of the annual grain output, with expectations for stable growth in planting area [2] - The overall conditions for autumn grain production are favorable, with most regions achieving suitable soil moisture levels for planting [2] - The Ministry of Agriculture has initiated a comprehensive action plan to enhance production and mitigate disaster risks as the critical period for autumn grain approaches [3]

Core Viewpoint - The meeting emphasized the importance of enhancing agricultural disaster prevention and mitigation efforts in response to increasing extreme weather events and pest outbreaks, aiming for stable and abundant autumn grain harvests [1][2] Group 1: Agricultural Disaster Prevention and Mitigation - The meeting highlighted that this year's summer grain production has successfully overcome local drought impacts, achieving stable yields [1] - It was noted that extreme weather events, including droughts and floods, pose significant threats to agriculture, necessitating a proactive approach to disaster management [1] - The need for timely monitoring and early warning systems for meteorological disasters was stressed, including the importance of rolling forecasts for critical agricultural periods [1] Group 2: Collaborative Efforts and Technical Support - The meeting called for leveraging the comprehensive advantages of emergency management departments alongside the specialized strengths of agricultural, water resources, and meteorological departments to effectively respond to agricultural disasters [2] - Agricultural departments are urged to focus on timely management of crops, particularly in the early and late rice planting seasons, ensuring that key measures for increasing yields are implemented [2] - The importance of providing technical services at the field level by experts and agricultural technicians was emphasized to enhance the adoption of advanced agricultural practices [2]

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - Short-term consumption weakness has led to a slight decline in pig prices, but high prices for piglets and sows indicate optimistic expectations for the future [4][6] - The pig farming sector shows low valuation opportunities, while the pet sector continues to strengthen the logic of domestic brand rise [7][25] - The overall agricultural index underperformed the market by 0.93 percentage points during the week [29] Summary by Sections Weekly Observation - After the May Day holiday, consumer support was insufficient, leading to a slight decline in national pig prices. As of May 9, the average selling price of pigs was 14.79 yuan/kg, down 0.02 yuan/kg week-on-week, reflecting a 0.14% decrease [4][15] - The average daily slaughter volume of sample enterprises was 148,800 pigs, a decrease of 780 pigs from the previous week [4][15] Weekly Viewpoint - The pig sector shows low valuation opportunities, with the supply side not yet recovering to the levels of the same period in 2023. The demand side is supported by macro policies that boost consumption recovery [25] - Recommended stocks include Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, Huadong Food, and Tiankang Biological [7][25] Market Performance (May 5-9) - The agricultural index rose by 0.99%, underperforming the market by 0.93 percentage points, with the fishery sector leading the gains [29][32] - Notable stock performances included *ST Jiawo (+13.47%), Guotou Zhonglu (+12.05%), and Xuelong Biological (+11.04%) [29][35] Price Tracking (May 5-9) - As of May 9, the national average price for pigs was 14.82 yuan/kg, down 0.02 yuan/kg from the previous week. The average price for piglets was 36.87 yuan/kg, also down 0.01 yuan/kg [41] - The average profit for self-bred pigs was 84.33 yuan/head, a decrease of 0.72 yuan/head week-on-week [41] Key News (May 5-9) - Seven departments jointly issued an implementation opinion to enhance the overall effectiveness of the agricultural science and technology innovation system, emphasizing the importance of technological innovation in agricultural modernization [36][37]