今日看点 2月4日重点关注的财经要闻与资本市场大事： 1、国新办将举行锚定农业农村现代化、扎实推进乡村全面振兴有关情况新闻发布会 2月4日上午10时，国新办将举行新闻发布会，中央财经委员会办公室分管日常工作的副主任、中央农村工作领导小组办公室主任韩文秀，中央财经委员会办 公室副主任、中央农村工作领导小组办公室副主任祝卫东介绍锚定农业农村现代化、扎实推进乡村全面振兴有关情况，并答记者问。 2、1.84亿元市值限售股今日解禁 2月4日，共有7家公司限售股解禁，合计解禁量为1654.97万股，按最新收盘价计算，合计解禁市值为1.84亿元。 2月4日，33家公司共发布33个股票回购相关进展。其中，2家公司首次披露股票回购预案，25家公司披露股票回购实施进展，6家公司回购方案已实施完毕。 从首次披露回购预案来看，中航西飞、凯龙高科分别拟回购不超780.21万元、498.6万元。从回购实施进展来看，顺丰控股、贵州茅台、恒铭达回购金额最 高，分别回购20.0亿元、5.71亿元、3.0亿元。 4、5家公司披露定增进展 2月4日，A股共5家公司发布定增相关公告。其中4家公司披露股票定增预案，1家公司定增方案已完成。从当日最新披 ...

Core Insights - The A-share market showed a rebound on Tuesday, with the Shanghai Composite Index rising by 1.29% to close at 4,067.74 points, the Shenzhen Component Index increasing by 2.19%, and the ChiNext Index up by 1.86%. The total trading volume in the A-share market reached 2.57 trillion RMB, with over 4,800 stocks rising [2][7] - In terms of industry performance, the comprehensive, defense, and machinery equipment sectors led the gains, while only the banking sector experienced a decline. Concept sectors saw widespread gains, particularly in BC batteries and perovskite battery concepts [2][7] - The Hong Kong market saw the Hang Seng Index increase by 0.22%, while the Hang Seng Tech Index fell by 1.07%. In the overseas markets, all three major U.S. stock indices declined, with the Dow Jones down by 0.34%, the S&P 500 down by 0.84%, and the Nasdaq down by 1.43%. European stock markets also fell, while Asia-Pacific markets generally rose [2][7] Important News - The first central document of the "14th Five-Year Plan" was released on February 3, focusing on agricultural modernization and rural revitalization. This document aims to transform agriculture into a modern large-scale industry, improve living conditions in rural areas, and enhance the quality of life for farmers [3][8]

Core Insights - The 2026 Central Document emphasizes the modernization of agriculture and rural areas, focusing on enhancing agricultural production capacity and quality efficiency [1] - It highlights the importance of stable grain and oil production, technological advancements, and effective application of scientific achievements [1] - The document also stresses the need for regular and precise assistance to foster county-level industries and ensure stable employment for migrant workers [1] Group 1: Stability and Changes in Agricultural Policy - The main theme of the document remains the prioritization of agriculture and rural development, with a focus on food security and farmer income [5] - Changes include a more systematic approach to agricultural work, with clearer policies tailored to regional characteristics [5] Group 2: Agricultural Technology Promotion - The document addresses the need for a systematic integration of agricultural technology, moving away from fragmented approaches to a more cohesive strategy [7] - It emphasizes the importance of social services and land transfer to facilitate the rapid application of technology in agriculture [7] Group 3: Disaster Prevention and Mitigation - The document calls for strengthening the agricultural disaster prevention and mitigation system in response to increasing extreme weather events [10] - Key strategies include monitoring and early warning systems, infrastructure development, and the promotion of resilient crop varieties [10] Group 4: Regularized Precision Assistance - The document introduces a systematic approach to ongoing assistance for poverty alleviation, ensuring continued support for previously impoverished populations [12] - It aims to enhance the internal motivation of impoverished regions by improving their industrial foundations and capabilities [14] Group 5: Rural E-commerce Development - The document highlights the role of e-commerce in addressing the sales challenges faced by rural products, particularly local specialties [16] - E-commerce is seen as a means to connect producers with consumers, thereby increasing farmers' incomes [16] Group 6: Employment and Development for Migrant Workers - The document outlines strategies to improve the skills of migrant workers, ensuring they can secure better job opportunities in urban areas [18] - It emphasizes the importance of providing access to public services and continuous skill enhancement for sustainable development [18]

征程万里，重任千钧。更加紧密地团结在以习近平同志为核心的党中央周围，锚定目标、稳扎稳打，我 们定能推动"三农"发展不断迈上新台阶，让广大农民更好共享发展成果，把建设农业强国的宏伟目标一 步步变为现实。 从中国式现代化全局看，没有农业农村现代化，就没有整个国家现代化；拓展现代化发展空间，农业农 村是大有可为的广阔天地。我国城乡发展不平衡、农村发展不充分依然是社会主要矛盾的重要体现。必 须锚定农业农村现代化总目标不动摇，向乡村全面振兴聚焦发力，提升乡村产业发展水平、乡村建设水 平、乡村治理水平。今年是进入常态化帮扶的第一年，要把常态化帮扶纳入乡村振兴战略统筹实施，以 有力有效的开发式帮扶增强内生发展动力，发挥社会救助兜底保障作用，确保不发生规模性返贫致贫。 从"十五五"战略谋划看，进入基本实现社会主义现代化的"关键时期"，"三农"既是"夯实基础"亟待补上 的短板弱项，也是"全面发力"需要攻坚的重点难点。进一步夯实"三农"发展基础，坚持城乡融合发展是 必然要求。从培育壮大县域富民产业，到加强县域基本公共服务供给统筹，再到推动城乡要素双向流 动……推动兴业、强县、富民一体发展，促进城乡融合和区域联动，定能以城乡融合发 ...

北极星输配电网获悉，《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》3日 对外公布。作为中国"十五五"时期(2026年至2030年)的首个中央一号文件，"三农"问题依然成为首要重 点。 文件提出，要加强农村基础设施建设和管护。支持小型引调水工程建设，分类提升农村供水保障水平， 有条件的地方可推行农村供水县域统管和专业化管护。提升农村电网供电保障和综合承载能力，扩大农 村充电设施覆盖范围。推进农村老旧公路改造、过窄公路拓宽和次差路段提升，加强安全防护设施建 设。 中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见 （2026年1月3日） 农业农村现代化关系中国式现代化全局和成色。"十四五"时期，农业综合生产能力迈上新台阶，脱贫攻 坚成果巩固拓展，农民生活水平显著提高，乡村全面振兴取得明显进展。"十五五"时期是基本实现社会 主义现代化夯实基础、全面发力的关键时期，要加快补上农业农村领域突出短板，加快建设农业强国。 2026年是"十五五"开局之年，做好"三农"工作至关重要。要坚持以习近平新时代中国特色社会主义思想 为指导，深入贯彻党的二十大和二十届历次全会精神，认真落实四中全会 ...

农业农村现代化关系中国式现代化全局和成色。今年是"十五五"开局之年，做好"三农"工作至关重要。 定了就要落实，抓落实贵在求真务实。要把思想和行动统一到习近平总书记关于"三农"工作的重要论述 和重要指示精神上来，全面深刻准确领会和把握党中央关于"三农"工作的决策部署，不断提高工作本领 和政策水平。要树立和践行正确政绩观，坚持为人民出政绩、以实干出政绩，自觉按规律办事，结合实 际、因地制宜，创造性抓政策落实、抓工作推进，以优良作风推进乡村全面振兴。 2月3日，中共中央、国务院《关于锚定农业农村现代化、扎实推进乡村全面振兴的意见》公开发布。这 是党的十八大以来连续发出的第十四个指导"三农"工作的中央一号文件，也是在"十五五"开局起步之际 发布的中央一号文件，进一步释放了坚持农业农村优先发展的强烈信号，为做好今年"三农"工作提供了 行动指引。习近平总书记强调："各级党委和政府要坚持把解决好'三农'问题作为重中之重，坚持五级 书记抓乡村振兴，奋发进取、真抓实干，努力把农业建成现代化大产业、使农村基本具备现代生活条 件、让农民生活更加富裕美好。"我们要以高度的责任感紧迫感使命感把党中央决策部署落到实处。 征程万里，重任千 ...

2026年2月3日，中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意 见》发布，部署扎实推进乡村全面振兴。这是党的十八大以来第14个指导"三农"工作的中央一号文件， 也是"十五五"首个中央一号文件。 《中共中央国务院关于锚定农业农村现代化扎实推进乡村全面振兴的意见》提出，促进"菜篮子"产业提 质增效。坚持农林牧渔并举，推动构建多元化食物供给体系。强化生猪产能综合调控，巩固肉牛、奶牛 产业纾困成果，促进供求平衡、健康发展。多措并举促进乳制品消费。支持发展青贮玉米、苜蓿等饲草 料生产，促进草原畜牧业转型升级。支持设施农业更新改造，稳定发展蔬菜生产，推进深远海养殖和现 代化远洋捕捞，积极发展森林食品和生物农业。严格落实食品安全责任制，强化多部门协同和全链条监 管，严查严惩非法添加和农兽药残留超标等问题。 乳品业相关港股包括：澳优(01717)、H&H国际控股(01112)、蒙牛乳业(02319)、现代牧业(01117)、中国 飞鹤(06186)、优然牧业(09858)、原生态牧业(01431)等。 【大势展望】 现货黄金上涨286.94美元，涨幅6.16%，报4947.04美元/盎司 ...

中央一号文件上新了！2月3日，《中共中央 国务院关于锚定农业农村现代化扎实推进乡村全面振兴的 意见》发布，这是党的十八大以来第14个指导"三农"工作的中央一号文件，也是"十五五"时期首个中央 一号文件，为全年"三农"工作划定路线图、明确任务书。 作为全国重要的农业农村大省，面对新形势新任务，河南如何锚定目标、细化举措，推动中央一号文件 精神落地生根？记者进行了采访。 如何提升农业综合生产能力？ 洪范八政，食为政首。粮食安全是中央一号文件一以贯之的核心议题，更是河南必须扛起的政治责任。 "良田、良种、良机、良法集成增效，是提升农业综合生产能力的关键路径。"河南省小麦产业技术体系 首席专家、省农科院研究员雷振生表示。 作为全国粮食生产核心区，河南始终把粮食安全放在首位，严守耕地红线，并持续推进高标准农田建 设，为农业生产筑牢根基；深入实施种业振兴行动，全省主要农作物良种覆盖率超过97%，国家生物育 种产业创新中心建成投用；强化科技赋能，推动农机农艺深度融合，农作物综合机械化率达90%；大力 培育新型农业经营主体，农民合作社、家庭农场分别发展到19.6万家、27.5万家，有效带动小农户融入 现代农业发展格局…… 当 ...

央视网消息：2月3日，《中共中央、国务院关于锚定农业农村现代化、扎实推进乡村全面振兴的意 见》向社会公布，这是党的十八大以来，中央连续出台的第14个指导"三农"工作的一号文件，是又一个 以推进乡村全面振兴作为主题的一号文件。 ...

Core Viewpoint - The central document emphasizes the importance of modernizing agriculture and rural areas, outlining 27 key tasks to promote comprehensive rural revitalization during the "14th Five-Year Plan" period, marking a strategic shift in agricultural policy [1][2]. Group 1: Key Areas of Focus - The document highlights six key areas: enhancing agricultural production capacity and quality, implementing regular precise assistance, promoting stable income for farmers, advancing the construction of livable and workable beautiful villages, and strengthening institutional innovation [1][2]. - The first task is to stabilize grain and oil production, with a target of maintaining grain output at around 1.4 trillion jin (approximately 700 million tons) [3][4]. Group 2: Methodological Upgrades - The approach to food security has shifted from merely ensuring area and yield to a more integrated focus on production capacity, ecology, and income enhancement, reflecting a significant upgrade in work methods [3][6]. - The document introduces a dynamic management mechanism for permanent basic farmland, allowing for structural adjustments, which represents a major evolution in farmland protection philosophy [4][5]. Group 3: Farmer Income Stability - Ensuring farmers' profitability in grain production is crucial for national food security, with measures including increasing yields, stabilizing prices, and improving minimum purchase prices and subsidies [5][6]. - The establishment of horizontal compensation policies between grain-producing and consuming regions aims to support farmers while ensuring national food security [5]. Group 4: Systemic Resilience - The understanding of agricultural production capacity has evolved from a focus on resource accumulation to a systemic resilience approach, emphasizing soil quality, disaster reduction, and technological application [6]. - The document stresses the integration of new agricultural productivity with advanced technologies like AI and high-end agricultural machinery, while advocating for practical applications tailored to local conditions [6].