Market Overview - The A-share market saw a majority of major indices decline today, with the Shanghai Composite Index down by 0.68% closing at 3380.82 points, the Shenzhen Component down by 1.62% at 10186.45 points, and the ChiNext Index down by 1.92% at 2043.25 points [1][14] - Overall, there were 1406 stocks that rose while 3856 stocks fell, with a total trading volume of 1152.4 billion yuan, a decrease of approximately 164.3 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, only the beauty care, coal, public utilities, and agriculture sectors saw gains, with increases of 3.68%, 0.42%, 0.12%, and 0.11% respectively [1][14] - The computer, communication, electronics, media, and defense industries experienced the largest declines, with drops of 2.97%, 2.45%, 2.12%, 1.93%, and 1.80% respectively [1] Sector Highlights - The top-performing concept sectors today included continuous boards, medical beauty, dairy, animal vaccines, rare earths, and food processing, among others [2][11] - Conversely, sectors such as financial technology, IDC, and stock trading software experienced pullbacks [11]

来源：中国科学报 苹果不仅口感大众化，而且营养颇为丰富，是全世界最受欢迎的水果之一。 在苹果集约化生产上，抗逆和矮化密植是两个最重要且很难耦合的产业难题。"只有当抗寒、耐旱、耐 盐碱等条件得到满足，我们才能在此基础上开展省时、省力的规模化矮化密植。"论文第一作者、中国 农业大学教授李威说。 但是，抗逆的基因资源从哪儿找？ 栽培苹果虽有数千个品种，但从基因源上都属于一个苹果种（Malus domestica）。简单来说，虽然消费 者感觉市场上的苹果品种很多，但它们在遗传层面其实都是"亲兄弟"。这些"亲兄弟"之间的遗传差异非 常有限，很难在其中找到新的抗逆基因。 然而，中国工程院院士、中国农业科学院作物科学研究所研究员刘旭指出，当前我国苹果种业面临优异 种质资源匮乏、核心性状改良周期长、现代分子技术应用不足等瓶颈问题，严重制约了苹果新品种的选 育及产业的持续提质增效。 刘旭强调，在全球气候变化与重大病虫害日益加剧的背景下，亟须明晰苹果的遗传基础、厘清苹果属多 样性背景，为构建自主可控的核心种质资源体系和支撑品种创新提供可持续研究与发展的"跳板"。 近日，中国农业大学园艺学院教授韩振海团队联合国内外科学家成功揭示了 ...

Core Insights - The "Tianshu Plan" initiated by the Chinese Academy of Agricultural Sciences aims to decode the genetic codes of 223,000 germplasm resources of rice, wheat, corn, and soybeans, enhancing the understanding of crop genetic resources [1][2] - The plan seeks to establish a core germplasm population covering over 95% of the diversity of the four major staple crops, creating a standardized dataset of genetic and phenotypic resources [1] - The initiative is part of a broader strategy to promote the intelligent and digital transformation of crop breeding in China, ensuring high-quality development in the agricultural sector [1][2] Group 1 - The "Tianshu Plan" will utilize over 580,000 long-term strategic preserved agricultural resources in China, with genotype and phenotype identification accounting for over 60% and 25% respectively [1] - The plan is expected to foster collaboration between scientific enterprises to enhance the protection and utilization of germplasm resources, which is crucial for revitalizing the seed industry [1][2] - The integration of biotechnology and information technology is emphasized to create a unified intelligent breeding technology platform, aiming to cultivate high-yield, high-quality, cost-effective, and broadly adaptable new varieties [1][2] Group 2 - The plan is seen as a significant exploration to transform the advantages of germplasm resources into innovation and industrial advantages, with important practical implications [2] - The project will focus on decoding the complex genetic codes contained in the crop genomes preserved in the national germplasm resource bank [2] - The initiative aims to ensure self-sufficiency and controllability of seed sources, promoting technological independence in the seed industry [2]

Core Insights - The research team led by Professor Li Yibo from Huazhong Agricultural University has identified the gene QT12 as a "secret weapon" for rice to combat high temperatures, with findings published in the journal Cell [1] - The gene QT12 forms a "dual lock" structure with the NF-Ys complex, acting as a molecular "firewall" to protect rice grains from heat stress, ensuring quality and yield [1] - The study provides a theoretical basis for achieving high-quality and high-yield rice production in high-temperature environments, guiding green breeding efforts [1] Temperature Impact on Agriculture - Extreme high-temperature events have become more frequent over the past 20 years, posing serious threats to global agricultural production, particularly affecting the yield and quality of staple crops like rice [1] - Agricultural models indicate that a 1°C increase in global average temperature directly results in a 3.2% reduction in rice yield [1] - The Yangtze River Basin is China's largest rice-producing area, where large-scale field trials were conducted in 2024 under extreme heat conditions [1] Performance of Gene QT12 - In high-temperature environments, the QT12 gene demonstrated strong heat resistance, with CRISPR-edited QT12 rice strains showing yield increases of 92.5%, 64.1%, and 54.7% in Wuhan, Hangzhou, and Changsha, respectively, compared to wild types [1] - The introduction of gene QT12 into the hybrid rice variety "Huazhan" significantly improved its seed setting rate, single-plant yield, and rice quality, resulting in yield increases of 49.1%, 77.9%, and 31.2% in the same locations [2] - The research team has reached transformation and development agreements with several leading domestic companies, indicating the practical application of these findings in breeding practices [2]

您好！公司目前主营业务中的商业化种子产品为常规油菜、 水稻及玉米种子，所有已通过审定的品种均不涉及转基因性状。 在研发层面，公司正按照国家《农业转基因生物安全管理条例》 要求，对玉米等作物的转基因育种技术开展前期实验室研究，但 尚未进入中间试验阶段，也未向农业农村部提交农业转基因生物 安全证书申请。后续进展公司将严格依法履行信息披露义务，敬 请投资者关注公司公告。 5、海南封关对公司有何实质影响？公司今年有扭亏为盈的 具体措施和时间表吗？ 您好！海南全岛封关运作是国家重大战略部署，公司高度重 视这一政策机遇，将积极探索新业态机会，具体影响有待 2025 年封关细则出台后进一步评估。 公司业绩改善举措：1、进一步加大"庆油"系列油菜种子 种植推广力度，并以湖南省为突破点，辐射长江中下游产区布局 示范站和推广站，加速冬油菜产区推广工作。通过良种推广、农 技培训、机械化服务、信息化技术支持等综合服务的"良种+良 法"模式，持续推进种植农艺农技改造升级，提升公司的盈利能 力及竞争力。2、公司将聚焦"品牌化、高效化"营销战略，围 绕高端农副产品及水产自有消费品牌建设，全面构建覆盖全国的 立体化销售网络。公司将以提质增效 ...

研究所 强于大市|维持 | 行业基本情况 | | | --- | --- | | 收盘点位 | 2606.49 | | 52 周最高 | 2927.53 | | 52 周最低 | 2110.64 | 行业相对指数表现 -26% -22% -18% -14% -10% -6% -2% 2% 6% 10% 14% 2024-05 2024-07 2024-10 2024-12 2025-02 2025-05 农林牧渔 沪深300 发布时间：2025-05-13 行业投资评级 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 资料来源：聚源，中邮证券研究所 证券研究报告：农林牧渔|行业周报 ⚫ 行情回顾：全面上涨 市场全面反弹，但农业板块涨幅相对较小。农林牧渔（申万）行 业指数上涨 0.99%，在申万 31 个一级行业中涨幅排名第 27 位。从农 业子板块看，果蔬加工、水产养殖等上涨较多，但因价格相对坚挺、 市场担心产能去化进程，生猪养殖持续调整。 近期研究报告 《猪价阶段性上行》 - 2025.04.22 农林牧渔行业报告 （2025.05.03 ...

行业投资评级 强于大市|维持 | 行业基本情况 | | | --- | --- | | 收盘点位 | 2606.49 | | 52 周最高 | 2927.53 | | 52 周最低 | 2110.64 | 行业相对指数表现 -26% -22% -18% -14% -10% -6% -2% 2% 6% 10% 14% 2024-05 2024-07 2024-10 2024-12 2025-02 2025-05 农林牧渔 沪深300 资料来源：聚源，中邮证券研究所 研究所 证券研究报告：农林牧渔|行业周报 发布时间：2025-05-13 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 近期研究报告 《猪价阶段性上行》 - 2025.04.22 农林牧渔行业报告 （2025.05.03-2025.05.09） 猪价持续微利运行，产能去化暂缓 ⚫ 行情回顾：全面上涨 市场全面反弹，但农业板块涨幅相对较小。农林牧渔（申万）行 业指数上涨 0.99%，在申万 31 个一级行业中涨幅排名第 27 位。从农 业子板块看，果蔬加工、水产养殖等上涨较多，但因 ...

Group 1: Defense and Military Industry - The defense and military industry is experiencing a historic opportunity due to three overlapping turning points: accelerated order replenishment, the finalization of the 14th Five-Year Plan, and the end of the inventory destocking cycle in the aviation engine sector [2][3] - The demand for military equipment, such as missiles and long-range artillery, is seeing a historical increase as the 14th Five-Year Plan approaches its conclusion, indicating a strong recovery in industry prosperity [2] - The upcoming 15th Five-Year Plan is expected to bring new policy dividends, further enhancing growth prospects for the industry [2] - Investment opportunities are identified in low-altitude economy and military intelligence sectors, which are expected to benefit from structural shifts in military spending and have long-term growth potential in military trade exports [2] Group 2: Food Security Sector - Food security is recognized as a cornerstone of national security, with strategic synergies between defense and food security [3] - The government is accelerating agricultural upgrades through policies such as increased subsidies for agricultural machinery and the promotion of seed technology, which are expected to enhance crop yields and reduce costs [3] - The food industry is anticipated to benefit from a dual drive of policy support and technological upgrades, with a focus on the industrialization of biological breeding and leading seed companies [3] - The food sector is entering a stabilization phase, with domestic grain prices bottoming out, providing support for valuation recovery [3] Group 3: Investment Tools and Strategies - The rapid development of ETFs in recent years offers ordinary investors efficient ways to invest in national security themes, particularly in defense and food sectors [4] - The defense ETF focuses on high-prosperity segments such as aerospace and military enterprises, while the food ETF targets seed revitalization and agricultural machinery, reinforcing food security [4] - Investors are advised to consider their risk tolerance and appropriately allocate between these two types of ETFs to enhance portfolio stability and achieve sustainable returns over the long term [4]

茶叶鲜味流失， 原来跟这种成分 有关！_南方+_ 南方plus 照亮团队解开了 其中的奥秘，研 究成果发表在国 际植物学期刊 《植物细胞》 上。 1%至2%，因此 茶叶滋味鲜爽， 明前茶为何滋味 特别鲜？茶叶鲜 味为何会流失？ 近日，安徽农业 大学茶树种质创 新与资源利用全 国重点实验室张 该研究发现，茶 叶中含有一种特 有的"鲜味精 灵"茶氨酸，具 有类似味精的鲜 味，同时能够平 衡茶叶中儿茶素 和咖啡因的苦涩 味。茶氨酸是茶 叶中含量最为丰 富的游离氨基 酸，在早春茶 中，其含量占茶 叶干重的比例达 就像"快递员" ， 这也直接造就了 明前茶动辄上千 元的"身价"。随 着清明节后气温 升高，茶氨酸含 量如"过山车"般 骤降，甚至会降 低一半以上，茶 氨酸的流失导致 晚茶口感大打折 扣。 张照亮团队在这 一研究中首次发 现茶氨酸消失的 全过程，其中线 粒体载体蛋白 CsTHS1和茶氨 酸水解酶 CsGGT2发挥着 关键作用：茶树 细胞线粒体膜上 的CsTHS1蛋白 版权声明：未经 许可禁止以任何 形式转载 编辑 伍咏言 把细胞质中的茶 氨酸送进细胞 的"能量工厂"线 粒体；CsGGT2 酶扮演着茶氨 酸"分 ...

Group 1: Company Growth and Market Strategy - The company has developed a diverse range of rice varieties, including 59 new rice varieties in 2024, establishing a systematic breeding research system to meet market demands [1][2] - In 2024, the company achieved overseas sales of 19.37 million kilograms of various crop seeds, a 74.80% increase year-on-year, generating revenue of 492 million yuan, up 72.39% from the previous year [3] - The company aims to become a global leader in hybrid rice innovation, focusing on expanding its market presence in Southeast Asia, South Asia, and Africa while exploring Central Asia [2][3] Group 2: Sales and Marketing Strategies - The company employs a multi-channel sales strategy, including online platforms and partnerships with agricultural cooperatives to enhance seed sales [4][5] - In 2024, the total sales volume of various crop seeds reached 216.21 million kilograms, reflecting a year-on-year growth of 6.81% [5] - The company has established a comprehensive sales network covering 17 provinces and cities across the country [5] Group 3: Future Goals and Development Plans - The company has set a revenue target of 5 billion yuan and a net profit target of 300 million yuan for 2025, although these targets are subject to market conditions [6] - The company is advancing its biotechnology initiatives, including partnerships for transgenic corn research, with five new transgenic corn varieties under review [6][7] - The company plans to enhance its competitive edge through mergers and acquisitions, leveraging its capital market capabilities to integrate quality seed enterprises [8] Group 4: Research and Development - The company maintains a leading position in rice breeding globally, with significant advancements in new rice varieties that contribute to food security and stable agricultural supply [7][8] - The company has received national patent authorization for a method of creating broadly resistant transgenic corn, marking a significant milestone in its biotechnology efforts [6][7]