高位推动强统筹。淄博市委、市政府将"三夏"生产列入重要议事日程，精心部署，强力推动。市委、市政府主要负责同志和分管负责同 志多次调研部署"三夏"生产，协调解决重点难点问题，要求精心组织夏粮抢收，确保夏粮颗粒归仓、秋粮种足种好。5月30日，淄博市政 府分管负责同志主持召开全市"三夏"生产视频会议，进一步部署粮食生产重点任务。淄博市农业农村部门成立了由局领导带队的5个工作 指导组，分赴各区县、功能区开展工作督导和技术指导服务。淄博市农业机械事业服务中心下沉一线，帮助区县搞好作业机械调配，确 保农机数量充足、作业安全，为打赢"三夏"生产攻坚战提供了强有力的保障。 齐鲁晚报.齐鲁壹点寇文奇 7月3日，淄博市政府新闻办公室组织召开新闻发布会，邀请市数字农业农村发展中心党总支副书记孙志东介绍全市2025年全市"三夏"生 产情况。 粮食安全是国家安全的重要基础。淄博市坚决扛牢粮食安全这个"国之大者"，锚定全年粮食目标，按照"稳面积、提单产、增总产"的思 路，以"抢"字当头、"实"字为要、"干"字为先，狠抓"三夏"生产，全力以赴，坚决打好打赢全年粮食生产第一仗。截至6月23日，全市夏 收夏种全部结束，应收小麦实现颗粒归仓，夏 ...

Core Insights - Zhenjiang Port has officially surpassed 1,000 vessel calls, marking a significant milestone in its operational capacity [1] - The port achieved a cargo throughput of 295 million tons in 2024, ranking among the top 20 ports in China for the first time, with the highest growth rate among Yangtze River ports [1] - Three new "golden routes" have been launched, focusing on iron ore, agricultural materials, and general cargo, enhancing the port's logistics capabilities [1] Group 1: Iron Ore Operations - Zhenjiang Port serves as the final stop for Capesize vessels transporting iron ore from Australia and Brazil, benefiting from a deep-water channel that has increased loading capacity [2] - The port's deep-water channel has improved the draft capacity from 11.36 meters to 12 meters, allowing for an additional 8,000 tons of iron ore per voyage, saving local enterprises approximately 55 million yuan annually [2] - The port is collaborating with Baowu Steel Group to establish an iron ore processing hub, aiming to become a modern iron ore hub connecting the Yangtze River and global markets [2] Group 2: Agricultural Materials - Zhenjiang Port is the largest potassium fertilizer import port in China, facilitating the efficient transfer of agricultural materials to major production areas [3] - In the first five months of this year, the port handled 652,000 tons of potassium fertilizer and 1.5 million tons of sulfur, ensuring a steady supply of agricultural inputs [3] - The port's policies have reduced vessel docking times by over 30%, enhancing the speed of material delivery to agricultural fields [3] Group 3: General Cargo and Manufacturing Exports - The port has seen a significant increase in general cargo shipments, with a volume exceeding 250,000 tons in 2024 and a tenfold increase in equipment exports [4] - Zhenjiang Port is working with various companies to optimize shipping processes for non-standardized goods, aiming to become the largest export hub for certain products [4] - Future plans include adding new shipping routes and expanding cargo types to enhance the port's operational vitality [4] Group 4: Service Enhancements - The "golden routes" are supported by an upgraded navigation guarantee mechanism, including priority docking and streamlined procedures [5] - The port has established a "green channel" for efficient processing, reducing redundant checks and improving overall transit efficiency [5] - These enhancements connect global markets with Chinese manufacturing and agricultural sectors, positioning Zhenjiang Port for broader operational horizons [5]

Core Insights - The article discusses advanced technologies used in grain storage facilities in China, highlighting innovations that enhance food safety and storage efficiency. Group 1: Grain Storage Innovations - The new shallow round silos in Henan can store 9,800 tons of wheat each, occupying only 1/4 of the area of traditional flat warehouses, allowing one person to manage 3 to 4 silos remotely through an automated control system [1] - The working tower associated with the shallow round silos has a design capacity of 200 tons per hour, enabling the storage of 10,000 tons of grain in just three to four days [2] - The gas membrane silos in Hunan, designed to hold 9,000 tons, utilize a three-layer structure to maintain high airtightness, significantly improving grain preservation in humid southern climates [3] Group 2: Historical Context and Evolution - The article traces the evolution of grain storage from the ancient Li Yang granary, which could store over 30 million jin (approximately 15,000 tons) of grain, to modern automated systems [5] - The historical Li Yang granary, established in 583 AD, served as a crucial national granary and transit point, showcasing the long-standing importance of grain storage in Chinese history [5] - The transition from traditional earth round granaries to semi-automated and modern flat warehouses reflects advancements in grain storage technology over the decades [6][8] Group 3: Structural Comparisons - The article compares cylindrical silos and flat warehouses, noting that cylindrical structures distribute internal pressure evenly, while flat warehouses offer easier maintenance and operational flexibility [10] - Cylindrical silos, such as shallow round and upright silos, are more stable under pressure, while flat warehouses, like the newly built residential-style warehouses, provide better adaptability for different grain types [10]

Core Viewpoint - The national supply and marketing cooperative system plays a crucial role in ensuring food security during the summer harvest, planting, and management seasons by providing comprehensive agricultural services and resources. Group 1: Agricultural Production Services - The cooperative system has established a dedicated team for 24-hour service and an emergency service team to ensure timely support for the summer agricultural activities [1] - Various local cooperatives have innovated service models and integrated resources to meet service demands effectively, such as the establishment of agricultural machinery service alliances in Shandong and Hubei [1] - The cooperative system has over 17,000 production service centers that provide grain drying and storage facilities, ensuring efficient post-harvest services [3] Group 2: Post-Harvest Services - The cooperatives are actively involved in grain drying, storage, and purchasing, with significant operations in key wheat-producing areas like Henan, Shaanxi, and Shanxi [3] - The China Supply and Marketing Group has initiated grain purchasing operations in multiple provinces, successfully acquiring over 100,000 tons of wheat by mid-June [3] Group 3: Agricultural Inputs and Technical Support - The cooperative system ensures timely supply of agricultural inputs, with Hebei cooperatives establishing over 18,000 direct supply points to facilitate fertilizer delivery [4] - Agricultural experts are deployed to provide on-site technical guidance to farmers, covering the entire production chain from harvesting to planting [5] - The modern agricultural service system is highlighted by efficient operations that support the growth of crops, contributing to food security [5]

Core Points - The article highlights the efforts of the China Supply and Marketing Cooperative system in enhancing agricultural production services during the summer harvest season to ensure national food security and achieve a bountiful harvest for the year [1] Group 1: Agricultural Production Services - The cooperative system has mobilized over 20,000 grassroots service outlets and more than 1,300 service personnel to support agricultural production, deploying nearly 600 agricultural machines to ensure timely services during the summer harvest [1] - The cooperative has established a 24-hour service team during the wheat harvest period to ensure zero delays in agricultural services [1] Group 2: Grain Drying and Storage - The cooperative system operates over 17,000 production service centers equipped with grain drying and storage facilities to minimize grain loss and maximize farmers' profits [1] - In Shandong Province, the introduction of drying towers by the cooperative has significantly reduced the drying time for wheat from three to four days to less than half a day [2] Group 3: Grain Purchase and Logistics - The China Supply and Marketing Group initiated grain purchases in early May, with over 10 grain warehouses and 13 docks activated, successfully acquiring over 100,000 tons of wheat by mid-June [2] - The cooperative is addressing storage, transportation, and sales challenges for summer grain, ensuring readiness for grain acquisition [2] Group 4: Agricultural Inputs and Technical Support - In Hebei Province, the cooperative has established over 18,000 direct supply points and implemented an "online ordering, offline delivery" model to ensure timely fertilizer supply to farmers [3] - The cooperative in Jiangsu Province has formed a "technical service team" to provide comprehensive technical guidance to farmers, enhancing efficiency in the entire agricultural process from harvesting to planting [3]

Group 1 - The transition from traditional "sun drying" to "intelligent drying" reflects the proactive approach of local governments in leveraging technology for food security, showcasing their emphasis on research and development [2][3] - The implementation of advanced drying equipment has significantly improved efficiency and quality, reducing grain loss to below 5% and allowing for drying within four to five hours, compared to traditional methods which resulted in a loss of 30 kilograms per ton of wheat [2] - The collaboration among various stakeholders, including government, agricultural cooperatives, and research institutions, has been crucial in promoting the development of grain drying centers and enhancing agricultural modernization [2] Group 2 - The increase in the number of drying machines to approximately 37,000 units in the province this year has ensured that grain is properly stored, addressing the challenges posed by weather conditions during harvest [1] - The government's support through subsidies and infrastructure investment has facilitated the establishment of grain drying centers, enabling farmers to access socialized drying services [1] - The ongoing technological advancements and government policies are expected to further drive the grain drying industry towards intelligent, green, and large-scale development, reinforcing the foundation of national food security [3]

Core Points - The new National Security Law, implemented on July 1, 2015, serves as a foundational and comprehensive legal framework guiding various aspects of national security, including political, territorial, military, cultural, technological security, and more [1][3] - Over the past decade, the National Security Law has led to the establishment of a legal system with over 40 laws related to national security, including the Anti-espionage Law, National Intelligence Law, and Cybersecurity Law, among others [5] - The law has played a crucial role in ensuring food security, energy resource security, and the stability of supply chains, thereby supporting high-quality economic development and providing legal tools to counter external pressures and internal risks [8][9] Industry Impacts - The National Security Law has been instrumental in addressing threats to food security, particularly in light of increased espionage activities targeting China's agricultural sector, leading to significant legal actions against individuals and companies involved in such activities [11][13] - The law also emphasizes the importance of protecting strategic resources like rare earth elements, which are vital for high-end manufacturing and national defense, highlighting the need for vigilance against foreign exploitation [15][17] - Citizens are encouraged to actively participate in maintaining national security by reporting suspicious activities, with a structured reward system in place for those who contribute to national security efforts [22][24]

今年入夏以来天气多变，集中开镰后，全国麦区先后出现多轮大范围降雨天气。麦收速度持续刷新，很 大程度上得益于成熟的区域互助合作、应急响应机制。 夏收顺利收官，夏种、夏管压茬推进，为完成全年粮食生产目标任务奠定了基础，也为经济持续回升向 好、应对外部风险争取了主动。从长远看，确保农业稳产稳收，除了加强指挥调度和区域协作，还需要 多在培育农业新质生产力上做文章、找潜能。 促进农业新质生产力进一步释放，有待更多新农人主动适应现代农业规模化、智能化和专业化趋势，在 广袤沃野发挥才干、展现作为 今年的夏收迎来尾声，不少乡亲在朋友圈晒出一捧捧新麦。对农民来说，大半年的辛劳有了着落；对国 家而言，夏粮丰收了，全年经济就托底了。 近年来，国际粮食及重要农产品供应格局持续动荡，凸显粮食安全重要性。夏收是全年粮食生产的重头 戏，夏粮产量约占全年粮食总产量1/5，其中九成以上是小麦。有人疑惑，年年夏收，为何年年都在"抢 收"？要看到，我国小麦产区分布较广，麦子由南往北梯次成熟，时空跨度大。而且小麦从蜡熟到完 熟，不过三五日，适收窗口期极短。打赢夏收这场硬仗，必须快马加鞭。 "看不见"的变化，还体现在粮食全链条减损意识上。近年来，全国 ...

Investment Rating - The industry investment rating is maintained as "Add" [6] Core Views - The agricultural sector underperformed the market by 1.15 percentage points during the week of June 23-27, 2025, with the Shenwan Agricultural Index closing at 2,661.46, reflecting a weekly increase of 0.80% [1][16] - The pig farming sector shows a bullish sentiment with pig prices continuing to rebound, reaching an average price of 14.72 CNY/kg, a week-on-week increase of 3.52% [2] - The poultry sector is facing downward pressure, with broiler prices remaining low due to high inventory levels in the downstream slaughtering sector [2] - Grain prices such as wheat and corn have seen slight increases, while soybean meal prices have decreased due to increased supply from oil mills [3] Summary by Sections 1. Market Review - The agricultural sector's weekly performance ranked 25th among 31 Shenwan first-level industries, with the fishery sector performing the best with a 4.90% increase [1][18] - The animal health, agricultural product processing, planting, and breeding sectors also saw increases of 3.13%, 2.10%, 1.44%, and 0.28% respectively, while the feed sector declined by 0.32% [1][18] 2. Industry Key Data 2.1 Pig Farming - The average profit for self-bred pigs is 50.25 CNY/head, up 30.84 CNY/head week-on-week, while the profit for purchased piglets is -131.71 CNY/head, an increase of 55.08 CNY/head week-on-week [2][24] 2.2 Poultry - The average price of broiler chicks is 1.70 CNY/chick, down 8.60% week-on-week, and the average price of white feather broilers is 7.01 CNY/kg, down 1.54% week-on-week [2][32] 2.3 Agricultural Products - The average price of wheat is 2,446.39 CNY/ton, up 0.19% week-on-week, and corn is 2,352.86 CNY/ton, up 0.43% week-on-week. Soybean meal prices have decreased to a range of 2,900-3,100 CNY/ton [3][35] 3. Investment Recommendations - The report suggests focusing on investment opportunities in the planting industry chain due to increasing geopolitical tensions affecting food security [4] - For pig farming, companies with strong cost control or clear cost reduction paths are recommended, including Muyuan Foods, Wens Foodstuff Group, and others [4] - In the poultry sector, attention is drawn to integrated industry leaders like Shengnong Development and Lihua Stock for their stable capacity expansion and cost advantages [4] - The feed sector is expected to benefit from the recovery of livestock inventory, with recommendations for industry leaders like Haida Group and Hefeng Stock [4] - For agricultural products, companies like Suqian Agricultural Development and Beidahuang are highlighted for their relevance to food security [4]

Group 1: Core Insights - The report emphasizes the importance of policy measures to regulate breeding sow capacity, which may elevate the price center for pigs in 2025-2026, benefiting the poultry sector and leading feed companies [1][38]. - The report highlights the increasing focus on food security amid frequent extreme weather events and trade tensions, suggesting a strategic shift in the agricultural sector [1]. Group 2: Swine Farming - In the first half of 2025, pig prices remained strong, influenced by slow recovery in breeding sow capacity and proactive market behavior before holidays, leading to a stable price range of 14.0-15.0 yuan/kg [12][15]. - The report anticipates limited growth in pig supply for 2025 due to cautious replenishment by producers, with expectations for pig prices to remain favorable in the second half of 2025 [15][31]. - Key companies recommended for investment in the swine sector include Muyuan Foods and WH Group, noted for their cost advantages and strong performance [38]. Group 3: Poultry Farming - The report is optimistic about the white-feathered chicken breeding sector, expecting a tightening supply of parent stock in the second half of 2025, which will positively impact the market [40][58]. - For yellow-feathered chickens, the report indicates that the current low inventory of parent stock, combined with reduced production costs, sets the stage for potential price recovery and profit expansion [52][58]. - Recommended companies in the poultry sector include Lihua Agricultural and Dekang Agriculture, which are expected to benefit from improving market conditions [58]. Group 4: Feed and Veterinary Services - The report notes a recovery in demand for feed products as the breeding sector improves, with a positive outlook for companies like Haida Group, which is well-positioned to capitalize on this trend [6][38]. - The veterinary services sector is also expected to see a recovery in demand, with a focus on leading companies in the animal health space [38]. Group 5: Seed Industry - The report highlights the rising importance of food security, with a focus on the seed industry, particularly in rice and corn, as the sector enters a phase of recovery and growth [38]. - The hybrid rice seed industry is expected to see improved supply-demand dynamics, while corn prices are rebounding, encouraging farmer planting enthusiasm [38][58]. - Recommended companies in the seed sector include Longping High-Tech and Dabeinong, which are anticipated to benefit from these trends [38].