Core Points - The WTO's 14th Ministerial Conference (MC14) will be held in Yaoundé, Cameroon in March 2026, with a focus on advancing agricultural negotiations [1] - WTO members emphasized that agriculture remains a top priority, especially in light of the "shockingly fragile" global food security situation [1] - Given the current turbulent international and trade environment, members stressed the need for tangible progress and practical outcomes at MC14 [1]

Core Viewpoint - The series report "Striving in the Most Beautiful Youth" by CCTV highlights the spirit of self-reliance and hard work among Chinese youth throughout history, particularly focusing on the transformation of the Nanniwan area from barren land to a productive agricultural region, showcasing the importance of youth contributions to national development [1][3]. Group 1: Historical Context - The Nanniwan area was transformed from a barren land into a productive agricultural region through the efforts of youth during the Anti-Japanese War, emphasizing the spirit of self-reliance and hard work [1][5]. - A research team from the Chinese Academy of Sciences is studying alfalfa, a high-protein forage crop that can replace soybeans, highlighting the importance of utilizing saline-alkali land for agricultural production [3][5]. Group 2: Agricultural Innovation - The agricultural efforts in the Nanniwan area were led by a team that collected over 2,000 plant specimens to understand local vegetation and climate conditions, which was crucial for successful farming [5][9]. - The collaboration between agricultural researchers and local farmers in Quzhou County has led to significant improvements in crop yields, achieving a breakthrough of one ton of grain per mu [11][13]. Group 3: Educational Impact - The establishment of the "Technology Courtyard" in Quzhou County has allowed agricultural students to apply their research in real-world farming, contributing to local food security and agricultural innovation [9][11]. - The focus on practical agricultural education has resulted in students being well-integrated into the local community, enhancing the acceptance of new agricultural technologies [11][15].

"民以食为天"，在全球贸易政策不稳定的背景下，关税政策是否会影响大米粮食供应、价格是否会有波动，成为民众关心的重点。 4月28日，国家发展改革委副主任赵辰昕在新闻发布会上表示，我国始终坚持"以我为主、立足国内、确保产能、适度进口、科技支撑"的国家粮食安全 战略，实行最严格的耕地保护制度，实施"藏粮于地、藏粮于技"，加强政府储备管理，推进进口来源多元化。 2024年，我国粮食产量首次迈上1.4万亿斤的新台阶，人均粮食占有量远远高于国际公认的400公斤粮食安全线。我国完全能够做到谷物基本自给、口粮 绝对安全，中国人的饭碗稳稳地端在自己手中。 技术减少粮食损耗 水芙蓉 摄 所谓"鲜割"，是指在稻谷九成熟时收割，不仅可以确保稻米品质，还可以减少收割时稻谷自然脱落带来的约5%田间损失。以北方一作区水稻产量估 算，若普遍采用鲜割模式，能够减少约235万吨损失，相当于2100万人一年的大米粮食消费量。 这一技术通过科研数据，精准把握最佳收割时间，实现"藏粮于地"；而在碾磨加工过程中采用稳定温度的技术，减少碎米产生，降低加工损耗，也 是"藏粮于技"。 益海嘉里金龙鱼管理层在交流会上分享，若在加工过程中产生了未达售卖标准的碎米 ...

沂 ZIZ 美于国家能源安全重要论述 (一百零八) 今年以来,我们发起金砖国 家加强供应链合作倡议、贸易投 资与可持续发展倡议,通过了海 关合作与行政互助协定、粮食安 全合作战略, 首次举办应对气候 变化高级别会议。金砖国家应该 充分利用这些新平台,促进产业 合 中华 四十 类目语目标 2007年 2000 点击 国家能源 关注 （来源：中国电力报） 国家能源局 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 了解更多能源动态,请长按图片识别或扫描右侧二维码,关注国家能源同官方微信公众号。 ...

此外，中国平安财产保险从化支公司农险部经理王超东进行了《水稻政策性保险》的专题宣讲，详细介 绍了水稻政策性保险的政策内容、投保方式和理赔流程，强调了保险兜底对降低种植风险、保障农民收 益的重要性，鼓励种植户积极享用政策红利，及时购买水稻保险，为水稻生产保驾护航。 本次培训班内容丰富、针对性强，受到了学员们的广泛好评。许多学员表示，通过此次培训，他们不仅 学到了新知识、新技术，还增强了保障粮食安全的责任感和使命感。接下来，他们将把所学知识运用到 实际生产中，积极践行科学种粮理念，为从化区水稻大面积单产提升贡献自己的力量。 广东技术师范大学教授曾晓昀和区农业技术推广中心高级农艺师邓彩联分别从立法背景、重要意义、主 要内容和具体做法等方面，深入阐述了《粮食安全保障法》。他们强调，粮食安全是国家生存发展的基 石，种粮不仅是农民的生计，更是保障国家粮食安全的重要责任。通过对法律的解读，提高了学员们的 法律意识和种粮责任感。 4月22日、4月28日，广州市从化区农业推广中心分别在鳌头镇和江埔街组织开展水稻大面积单产提升攻 坚行动第一期培训班，旨在进一步提升从化区水稻种植水平，充分发挥"藏粮于技"作用，为实现粮食增 产、农 ...

基金研究 | 基金专题报告 2025 年 04 月 29 日 作者 吴先兴 分析师 SAC 执业证书编号：S1110516120001 wuxianxing@tfzq.com 相关报告 1 《金融工程：金融工程-大模型总结 和解读行业研报（ 2025W17 ）》 2025-04-28 2 《金融工程：金融工程-量化择时周 报：全 A 指数 30 日均线构成压力位》 2025-04-27 3 《金融工程：金融工程-净利润断层 本周超额基准 4.31%》 2025-04-27 基金研究 证券研究报告 关税反制背景下，粮食安全重要性凸显。我国是世界粮食进口大国，美国 则是我国大豆、小麦和玉米等农产品的重要进口来源地。从贸易结构上， 据海关总署统计数据显示，2024 年我国自美国进口粮食总量为 3179 万吨， 近几年中国从美国进口的粮食量总体呈下降趋势，2024 年我国进口粮食总 量为 15753 万吨，我国自美国进口的粮食总量占我国进口粮食总量的 20.2%，同比 2023 年下降 1.3 个百分点。据中国海关总署数据，美国玉米、 大豆、高粱在中国该类别的进口量中占比分别由 2021 年的 69.9%、33.4% ...

Core Insights - The article highlights the increasing role of financial services in supporting agricultural development in the Hebei province, particularly through innovative loan products tailored for farmers and agricultural enterprises [2][3][4]. Group 1: Agricultural Financing Innovations - The "Farm Loan" product has significantly boosted agricultural financing, with a reported growth rate of 499.1% in high-standard farmland loans in the first quarter [2]. - The "Grain Farmer e-Loan" addresses funding gaps for agricultural cooperatives, enabling timely procurement of essential supplies like fertilizers [3]. - The "Jiqun Loan" has provided tailored financial solutions for leading agricultural enterprises, with a total of 12.7 billion yuan in credit extended to over 400 agricultural enterprises [4]. Group 2: Impact on Agricultural Productivity - The financial support from Agricultural Bank of China has facilitated the construction of high-standard farmland, with a government investment of 60 million yuan for a project covering 20,000 acres [2]. - The proactive approach of the Agricultural Bank's financial service teams has ensured that farmers receive necessary funding without delays, thus enhancing agricultural productivity [3]. - The collaboration between financial institutions and agricultural enterprises is fostering a sustainable agricultural ecosystem, contributing to food security and economic growth in the region [5].

落实落细农业生产各项政策措施，必须压实职能部门主体责任。省纪委监委派驻省农业农村厅纪检监察 组深入毕节、遵义、铜仁等地开展春耕备耕调研监督，督促省农业农村厅把春耕春播作为当前重点任 务，分解下达粮食、油料生产任务，提前分解下达2025年粮油生产资金等。派驻省商务厅纪检监察组坚 持监督与监管联动，通过制发工作提示、开展工作会商、下沉监督等方式，督促省市场监管局围绕农资 质量、价格、广告以及执法稽查等方面，组织全省各级市场监管部门强化农资市场监管执法，维护市场 经营秩序。 把农资供应保障、农产品质量监管和涉农补贴资金发放作为监督重点。毕节市七星关区纪委监委统筹6 个纪检监察室和46个涉农乡镇（街道）纪（工）委监督力量成立监督检查组，深入农资经营店、田间地 头等开展监督检查，发现并推动整改问题。铜仁市万山区纪委监委起底梳理近年来查处的种子化肥农资 发放不及时、套取化肥储备资金等案例，建立监督任务清单，深入职能部门、农业合作社、农资市场开 展靶向监督。黔东南州岑巩县纪委监委将涉农补贴发放、惠农政策落实作为监督重点，督促财政、农业 农村部门依法依规简化补贴发放流程，确保涉农资金及时精准到户。 走进贵州省黔西南州兴仁市屯 ...

大北农发布年报，2024 年实现营收287.67 亿元（yoy-13.85%），归母净利3.46 亿元（yoy+115.91%）， 扣非净利2.21 亿元（yoy+111.02%）。其中Q4 实现营收86.25 亿元（yoy-8.81%，qoq+22.39%），归母 净利2.12 亿元（yoy+116.78%，qoq-26.63%）。2024 年盈利低于我们此前4.0 亿元的预期，主系Q4 饲料 盈利略低于预期所致。公司养猪成本持续优化，中长期转基因种业或贡献较高业绩增量。维持"买入"评 级。 盈利预测与估值 考虑到当前生猪供应仍较为充分，我们下调25-26 年猪价预测进而下调公司盈利预测至7.3/5.0 亿元（下 调幅度34%、69%）；新增27 年盈利预测10.0亿元。可比公司2025 年Wind 一致预期PE 均值为17 倍， 考虑公司养殖成本持续优化，转基因性状优势突出，给予公司25 年30 倍PE，目标价5.12元（前值5.56 元），维持"买入"评级。 风险提示：转基因品种推广进度或效果/种业监管力度/猪价表现不及预期等。 猪价回升叠加成本优化，2024 年公司实现扭亏饲料及动保业务营收同比下滑为 ...

Core Viewpoint - The rice seed industry is experiencing growth against the trend, with profit performance exceeding expectations; the domestic corn seed industry maintains its leading advantage and demonstrates operational resilience; the overseas corn seed industry may encounter a transformative turning point and is expected to benefit from changes in the international trade landscape, leading to market expansion opportunities [1][3]. Group 1: Rice Seed Industry - The rice seed sector achieved a revenue increase of 13% in 2024, driven by the large-scale promotion of core rice varieties, resulting in a net profit of 340 million yuan, with a growth rate exceeding 50% [1]. - The company reported a total revenue of 8.566 billion yuan in 2024, a year-on-year decrease of 7.13%, and a net profit attributable to shareholders of 114 million yuan, down 43% [1]. Group 2: Corn Seed Industry - The domestic corn seed industry generated revenue of 2.121 billion yuan despite high inventory pressures, showcasing strong operational resilience [1]. - The overseas corn seed business faced challenges due to falling international grain prices and extreme weather, leading to stable sales but a decline in sales revenue to 2.9 billion yuan [1]. - In Q1 2025, the company reported total revenue of 1.4 billion yuan, a year-on-year decline of 32%, and a net profit of -2.09 million yuan, reflecting a significant drop in sales volume due to increased market competition and supply [2]. Group 3: Future Outlook - The domestic hybrid rice seed industry is entering a destocking phase starting in 2024, indicating a potential upward trend in the rice seed market [2]. - The company’s operational capabilities are expected to improve, potentially leading to high-quality profit growth [2]. - The company maintains a strong investment rating, projecting net profits of 432 million yuan, 605 million yuan, and 859 million yuan for 2025 to 2027, with diluted EPS of 0.33, 0.46, and 0.65 yuan respectively [3].