农业新质生产力

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【杨凌】示范区:支持秦创原旱区现代农业产业创新聚集区建设
Shan Xi Ri Bao· 2025-04-21 22:49
Core Viewpoint - The Yangling Demonstration Zone has introduced the "Support Policy for the Construction of the Qin Chuang Yuan Drought Area Modern Agricultural Industry Innovation Gathering Area" to enhance high-quality development in modern agriculture and promote innovation advantages across the province and drought areas [1][2] Group 1: Policy Implementation - The policy aims to accelerate the construction of technology innovation platforms, supporting enterprises in establishing key laboratories and innovation centers in collaboration with domestic and international universities and research institutions [1] - New national and provincial innovation platforms will receive subsidies of 5 million yuan and 1 million yuan, respectively [1] - A comprehensive pilot incubation system will be established to support the construction of verification centers and incubation platforms, with subsidies of 2 million yuan and 1 million yuan for approved national and provincial technology incubators [1] Group 2: Talent and Technology Transfer - The policy includes measures to attract technology innovation talent and strengthen the technology transfer workforce, providing financial support for individuals starting businesses or commercializing results in the gathering area [2] - Financial rewards of 200,000 yuan and 100,000 yuan will be given to newly recognized national and provincial technology transfer demonstration institutions, respectively [2] - The policy encourages the establishment of a technology transfer interest community and regular project roadshow mechanisms to facilitate the conversion of technology achievements into marketable products [2]
农业强首先要科技强
Jing Ji Ri Bao· 2025-04-21 22:04
Core Viewpoint - The article emphasizes the importance of agricultural technology in building a strong agricultural nation, highlighting the need for both original innovation and effective technology application to enhance agricultural productivity and competitiveness [1][2]. Group 1: Agricultural Technology and Innovation - The "Planning for Accelerating the Construction of a Strong Agricultural Nation (2024-2035)" outlines a strategic framework for high-level agricultural technology self-reliance and innovation [1]. - Key characteristics of a strong agricultural nation include strong supply security, technological equipment, operational systems, industry resilience, and competitive capabilities [1]. - The article notes that while China has made significant progress in agricultural technology innovation, it still does not rank as a strong agricultural technology nation compared to international standards [2]. Group 2: Collaboration and Systematic Innovation - There is a need for collaboration among various agricultural innovation entities to overcome issues such as low-level repetition and homogeneous competition [3]. - The article advocates for breaking down industry barriers and fostering systematic research cooperation to enhance overall innovation effectiveness [3]. Group 3: Application and Market Integration - The article stresses the importance of integrating technological innovations into practical applications, addressing the disconnect between supply and demand in agricultural technology [4]. - It highlights the necessity of focusing on core technologies, key resources, and digital agriculture to improve the overall effectiveness of agricultural innovation [4].
签约合作金额超360亿元!这个国字号展会在东莞落幕
Nan Fang Du Shi Bao· 2025-04-21 06:22
依托农业新质生产力,展会多场景引入虚拟讲解、创意直播、机器人厨师、机器人助理等AI元素,全 方位展示农食行业最新技术及成果。此次共有来自全国31个省(区、市)及全球20多个国家和地区的 1351家企业参展,参观人数超2万人,其中约7000名采购商携采购意向共襄盛举,包括京东、美团、盒 马等头部电商,北京新发地、深圳海吉星等龙头食品供应链企业,以及中东、北美、东南亚、港澳等采 购团。据初步统计,"三博会"签约合作金额超360亿元。 4月20日,第九届中国国际食品及配料博览会、第三届中国国际预制菜产业博览会、第十四届广东现代 农业博览会(简称2025"食博会·预博会和农博会")在东莞落下帷幕。据初步统计,"三博会"签约合作 金额超360亿元。 1351家企业参展,参观人数超2万人 本届展会共为期三天(4月18日-4月20日),面积超过5万平方米,设置粮食及调味品、预制菜及食材、 食品机械设备、茶咖饮品、休闲及时尚食品、宠物食品、帮扶专区等展区。 据介绍,2024年,东莞共有规上食品工业企业226家,总产值达1099.33亿元。东莞食品产业重点布局在 麻涌、茶山、道滘、东城等镇街。 当前,东莞聚力打造千亿级核心食品 ...
山东微山农商银行:精准滴灌智慧农业 奏响“农事交响曲”
Zheng Quan Ri Bao Zhi Sheng· 2025-04-16 07:59
本报记者 田耿文 腾空、起飞,每秒可飞行13.8米,每分钟可撒播化肥100斤——植保无人机飞过青青麦田,科技范儿十 足。走进山东济宁市微山县丰源家庭农场的小麦种植基地,种植大户韩明正操作无人机为麦苗追肥。 "多亏了微山农商银行给予的30万元贷款资金支持,今年我早早就添置了植保无人机,它成了我的好帮 手。现在农业政策好,农商银行的金融夜校还经常请农技专家来为我们授课,指导种植管理。咱心里也 有底儿了,干活更有劲儿了。"韩明信心满满地向《农村金融时报》记者介绍。 韩明是一名"90后"新农人。在跟随父亲销售、配送农资的过程中,他发现人工植保效率低、成本高。 2023年他成立了家庭农场,在近期县里组织的新型农业实用技能培训会上,他产生了购买植保无人机的 想法,但流动资金不足让他犯了难。 微山农商银行在了解到他的春耕备耕资金需求后,第一时间为其提供了定制化金融服务,助力农场购买 农资、更新农业设施,并优化种植技术。有了微山农商银行的金融支持,韩明的农场不仅解决了资金短 缺难题,还顺利引入先进的自动化设备,实现从播种到采收的智能化操作。 "我是新农人,更是兴农人。无人机在作业效率、作业效果、作业适应性等方面有显著优势。从 ...
重视粮食安全,重视自主可控
GOLDEN SUN SECURITIES· 2025-04-13 09:20
Investment Rating - Maintain "Add" rating for the agricultural sector [5] Core Views - The report emphasizes the importance of food security and self-sufficiency in agriculture, highlighting the recent issuance of the "Plan for Accelerating the Construction of an Agricultural Powerhouse (2024-2035)" by the Central Committee and the State Council [1][17] - The plan focuses on ensuring stable and safe supply of food and important agricultural products, with a commitment to protect 1.865 billion acres of arable land and 1.546 billion acres of permanent basic farmland [1][17] - The report notes the acceleration of genetically modified (GM) crop approvals, with 99 GM varieties recently passing initial review, indicating a potential increase in GM crop planting and market penetration [2][18] Summary by Sections Agricultural Data Tracking - The average price of lean pigs is 14.56 CNY/kg, down 0.3% from last week, while the average wholesale price of pork is 20.84 CNY/kg, also down 0.3% [21][22] - The average price of white feather chickens is 7.34 CNY/kg, down 0.3%, and the average price of chicken products remains stable at 8.9 CNY/kg [19][35] - The report highlights the potential for investment in companies involved in the commercialization of GM crops, as the approval process is expected to enhance growth prospects for industry players [19] Livestock and Poultry - In pig farming, the report suggests focusing on leading companies with favorable cost-performance ratios, such as Muyuan Foods and Wens Foodstuffs [3][19] - In poultry farming, the report indicates a potential recovery in chicken prices and suggests monitoring seasonal price elasticity opportunities [19] Crop and Agricultural Products - The approval of GM varieties is expected to lead to commercial sales, with the report anticipating positive impacts on industry growth and profitability [19] - The report also notes that fluctuations in agricultural product prices are increasing, with leading feed companies likely to benefit from their scale and supply chain advantages [19]
北交所策略专题报告:开源证券《加快建设农业强国规划》印发,北交所农机、种业标的预期受益
KAIYUAN SECURITIES· 2025-04-13 07:42
Group 1 - The report highlights the issuance of the "Accelerating the Construction of an Agricultural Powerhouse Plan (2024-2035)" by the Central Committee of the Communist Party of China and the State Council, which is expected to benefit agricultural machinery and seed industry stocks listed on the Beijing Stock Exchange [2][12][14] - The plan emphasizes innovation in agricultural technology and equipment, focusing on key core technologies and urgent industry needs, particularly in the seed industry [12][14] - As of April 11, 2025, there are 14 listed companies in the agricultural machinery, seed, vaccine, and agricultural product processing sectors on the Beijing Stock Exchange, with a total market capitalization of 34.818 billion yuan [2][16][17] Group 2 - The consumer services sector experienced a significant increase, with an average weekly gain of 11.78% from April 7 to April 11, 2025 [3][25][31] - The report notes that the average price-to-earnings (P/E) ratio for the consumer services sector rose to 54.4X, indicating strong investor interest [3][31] - Top performers in the consumer services sector included Qiu Le Seed Industry, which saw a remarkable increase of 96.77% in stock price [3][31][36] Group 3 - The technology sector on the Beijing Stock Exchange saw a decline, with the total market capitalization dropping from 413.559 billion yuan to 410.949 billion yuan between April 7 and April 11, 2025 [4][39][46] - The average P/E ratio for the technology sector decreased from 49.8X to 49.2X during the same period [4][38][41] - Among the 148 companies in the technology sector, 54 experienced stock price increases, but the median price change was -2.33% [4][37][40] Group 4 - The report includes announcements regarding companies such as Parallel Technology, which plans to purchase AI computing servers for a total estimated amount of 222.95 million yuan [5][61] - Hai Neng Technology received a patent for a reliable Kjeldahl nitrogen steam generation system, indicating ongoing innovation in the sector [5][61][62] - Long Rainbow Energy's major shareholder plans to increase their stake by up to 100 million yuan, reflecting confidence in the company's future [5][61]
北大荒集团:智慧播种黑土地
Jing Ji Ri Bao· 2025-04-11 10:51
Group 1 - The core viewpoint of the articles highlights the transformation of agricultural practices in Heilongjiang Province through the integration of technology, particularly in the context of spring plowing activities [1][3] - The North China Agricultural Group is implementing a strategy focused on "technology-driven agriculture, green transformation, and full-chain integration," aiming to modernize traditional farming methods with smart technologies [1] - The company has completed 30 digital farm pilot projects and 14 smart agriculture demonstration bases, advancing applications in smart seedling cultivation, irrigation, and fertilization [1] Group 2 - The "North China Smart Soil COOMAP" system, launched by North China Information Co., has redefined modern agricultural management by integrating over 33,000 IoT terminals and monitoring more than 200 key parameters [2] - This system processes over 5 terabytes of data daily and provides intelligent services to more than 100,000 users, creating a comprehensive smart decision-making hub for the entire agricultural production cycle [2] - The system has been promoted across the North China Group, with training completed for various subsidiaries, set to serve over 3,000 authorized users in the current agricultural production season [3]
中国人寿集团成员单位广发银行涉农贷款余额达1950亿元
Zhong Jin Zai Xian· 2025-04-08 02:53
Group 1: Rural Revitalization Strategy - The implementation of the rural revitalization strategy is a key focus for the new era of agricultural work, with important policies issued for the period from 2024 to 2027 [1] - China Life Insurance is enhancing financial services to meet diverse agricultural needs, contributing to rural revitalization and the construction of an agricultural powerhouse [1] Group 2: Agricultural Insurance - China Life Insurance is focusing on food security by providing comprehensive insurance for major crops, covering over 1.15 million acres of rice, wheat, and corn, with risk protection amounting to approximately 80.5 billion yuan [2] - The company has introduced seed breeding insurance to mitigate risks in seed production, providing coverage for nearly 700,000 acres with risk protection of about 850 million yuan [2] Group 3: Support for Local Industries - The company has developed 1,643 local policy agricultural insurance products to support county-level industries, including specific insurance for pomegranate and cherry crops [3] - Innovative financial services combining temperature index insurance and bank loans have been introduced to support cherry farmers in Dalian, enhancing their financial security [3] Group 4: Agricultural Infrastructure - China Life Insurance has expanded high-standard farmland insurance services to 93 counties, providing risk protection for nearly 1.95 million acres of farmland, amounting to over 4.1 billion yuan [4] Group 5: Poverty Alleviation Efforts - The company has implemented a comprehensive support model combining insurance, investment, and banking to prevent rural poverty, providing personal insurance coverage for 270 million rural residents [5] - In targeted poverty alleviation areas, the company has provided risk protection of nearly 790 billion yuan for 3.14 million households [5] Group 6: Financial Support for Local Projects - China Life Insurance has invested nearly 115 billion yuan in rural revitalization projects, supporting local industries and creating job opportunities for impoverished households [7] - Guangfa Bank has increased credit support for poverty-stricken areas, with agricultural loan balances reaching 195 billion yuan by the end of 2024 [7] Group 7: Technological Empowerment - The company is enhancing agricultural insurance services through technology, including the launch of a smart agricultural risk prevention system that provides real-time monitoring and alerts [9] - The "Anxin Fang" disaster monitoring and early warning system has sent over 22 million disaster alerts in 2024, improving risk management capabilities [9] Group 8: Future Plans - China Life Insurance plans to enhance its rural revitalization efforts by launching 17 key initiatives aimed at improving insurance coverage, increasing investment and credit support, and maintaining stable rural revitalization investment [10]
粮食ETF(159698)逆市上涨1.27%,成交额居同类产品首位,成分股万向德农10cm涨停
Xin Lang Cai Jing· 2025-04-07 02:35
Group 1 - The Guozheng Grain Industry Index (399365) increased by 0.36% as of April 7, 2025, with notable stock performances including Wanxiang Denong (600371) hitting the daily limit, Shennong Seed Industry (300189) rising by 8.08%, and Lier Chemical (002258) increasing by 8.07% [1] - The Grain ETF (159698) rose by 1.27%, with a trading volume of 23.8488 million yuan, leading among similar products and achieving a turnover rate of 12.11%, indicating active market trading [1] - Dongxing Securities highlighted that agricultural products are being used as a significant countermeasure against tariffs, with an increased focus on food security strategies, as emphasized in the No. 1 Document of 2025, which discusses "new agricultural productivity" and the promotion of biotechnology in agriculture [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the Guozheng Grain Industry Index (399365) include Dabeinong (002385), Longping High-Tech (000998), and Beidahuang (600598), collectively accounting for 52.74% of the index [2]
农业银行2024年度业绩发布会:推动乡村振兴金融服务更聚焦、更平衡、更扎实
Zheng Quan Ri Bao· 2025-03-31 08:40
"2024年,农业银行坚决贯彻党中央、国务院决策部署,坚守服务'三农'和实体经济主责主业,持续优化经营管理策略,主要经营指标持续向好。"3月28 日,农业银行副董事长、执行董事、行长王志恒在该行2024年度业绩发布会上表示。 2024年全年,农业银行实现净利润2827亿元,同比增长4.8%。实现营业收入7114亿元,同比增长2.3%,其中利息净收入5807亿元,同比增长1.6%。 "国家乡村振兴战略的深入推进,为农行发展带来了广阔空间。"王志恒表示,农业银行聚焦城乡融合发展,持续向县域、"三农"倾斜金融资源,不断增强在 县域地区的服务能力和经营优势。 过去一年,农业银行找准"稳"的着力点和"进"的主攻方向,扎实做好服务实体经济和业务经营工作,服务"三农"和乡村振兴有力有效,县域贷款余额占比首 超四成。 下一步,在信贷投放方面有何部署?如何保持"三农"县域业务发展优势?在业绩发布会现场,农业银行管理层进行了回应。 FBO CO. - (4)中国农业银行 | Exmito 品记号 MENG Fanjun 去年县域贷款贡献度持续提升 数据是最好的证明。业务增量方面,2024年,农业银行县域贷款年增量突破万亿元,余额 ...