Core Viewpoint - The establishment of the Wujiang District Seed Industry Technology Achievement Transformation Center (Bacheng Base) is a significant step towards revitalizing the seed industry, driven by local government and community engagement [1][2]. Group 1: Project Development - The successful launch of the seed industry center was facilitated by the active involvement of district political consultative committee members, who focused on community needs and provided strong support for the project [1]. - Prior to the center's establishment, the Wujiang District Political Consultative Committee conducted multiple field studies with relevant departments to gather advanced experiences and optimize the construction plan [1][2]. - The project received recognition as an excellent case in the "2024 Annual Committee Member Service for the People" activities in Suzhou, showcasing effective grassroots service [1]. Group 2: Community Engagement - The Wujiang District Political Consultative Committee moved its service efforts to the grassroots level, collecting public opinions on the seed industry center's construction through direct engagement with the community [2]. - Committee members played a crucial role in overcoming challenges during the bidding process, acting as a bridge to facilitate communication and provide innovative solutions [2]. - The project has significantly boosted the local economy, with the village expected to sell nearly 2.25 million kilograms of wheat seeds by the second half of 2024, enhancing collective income and providing new wealth opportunities for farmers [2]. Group 3: Future Prospects - Once operational, the seed industry center will focus on high-quality seed breeding and promotion, localizing agricultural technology achievements, and training new professional farmers, thereby extending the industrial chain and increasing added value [3]. - The center aims to support the creation of a distinctive seed industry brand for Tanghua Village and contribute to comprehensive rural revitalization through core technological support [3].

在位于湖北武汉的这家国家水稻强优势阵型企业的育种实验室，超级稻育种团队正在对一个水稻品种进行抗矮缩病性状的改 良实验。 经过实验室的初步筛选，具有优良性状的品系将进入到试验田，湖北鄂州这块350亩的水稻育种试验基地就像是"水稻基因 库"，超5000个新品系在这里同台竞技，育种负责人张鹏和同事们每天像"考官"一样，考察它们的抗病性、株高、穗长以及产量 潜力等性状。 近年来，我国水稻育种不仅在产量上不断突破，在抗虫水稻品种、在籼粳杂交稻品种、在优质食味稻品种选育方面保持世界 领先水平。 央视网消息：农业现代化，种子是基础。只有用自己的手攥紧中国种子，才能端稳中国饭碗，才能实现粮食安全。 中国农业科学院作物科学研究所党委书记 刘录祥：我们在水稻食味品质改良方面，口感得到了明显提升，这也是我们这几 年实施种业振兴行动强化优质食味稻品种选育推广带来非常好的效果。小麦也挖掘出了种质资源和基因资源，得到进一步扩大应 用，比如抗赤霉病基因，（在）主产区都得到了进一步扩大应用。作为我们国家的两大口粮作物水稻和小麦品种，我们的自主率 是100%，都是我们具有自主知识产权的品种。 在农业关键核心技术攻关、生物育种等重大项目支持下， ...

证券研究报告 农林牧渔 行业点评报告 hyzqdatemark 2025 年 07 月 03 日 投资评级： 看好（维持） 雷轶 SAC：S1350524110001 leiyi@huayuanstock.com 冯佳文 SAC：S1350524120003 fengjiawen@huayuanstock.com 顾超 SAC：S1350524110005 guchao@huayuanstock.com 李冉 liran02@huayuanstock.com 行业引导破除"内卷式"竞争，优质 低成本龙头或受益 ——农林牧渔行业点评 投资建议： 生猪市场万亿空间，金猪十年吸引了无数跨界资本并惨淡出局，足见猪业的真实经 营门槛，银猪十年仍然是方差大、少数企业盈利水平高的特点，未来银猪十年的机 会或将属于个别新模式的科技驱动型企业，将在无外界资本进入、界内资本收缩时， 或呈现出不易复制的系统性优势。未来的成长股或更考量科技含量、兼顾农民利益、 模式创新、调动既有所有生产要素的能力。参考摩尔定律存在时期的英特尔，龙头 企业可以持续地通过研发的领先克服规模增长之后管理熵增的担忧，对农业技术深 度的理解拉开了企业间、投资 ...

Core Viewpoint - The domestic high-quality specialty wheat is gaining traction in the market due to increased support for breeding and promotion, leading to a significant reduction in imports and a shift towards local procurement by enterprises [1][2][4] Group 1: Industry Developments - The government has implemented quality grain projects and seed industry revitalization actions, enhancing support for the breeding and promotion of domestic high-quality wheat varieties [1][2] - Precision agricultural technology has been integrated to significantly improve the yield and quality stability of high-quality wheat, with some varieties comparable to imported ones [2][3] - The domestic wheat import volume dropped to 1.61 million tons from January to May this year, a decrease of 80.1% year-on-year, creating market space for domestic high-quality wheat [2] Group 2: Market Dynamics - The demand for high-quality specialty wheat is rising due to consumption upgrades and the refined development of the food industry, with different wheat types catering to various food products [1][2] - The domestic high-quality specialty wheat has become dominant in the medium-gluten wheat market, with increasing market share in high-end strong-gluten and weak-gluten wheat segments [2] Group 3: Challenges and Recommendations - Despite improvements, domestic high-quality specialty wheat still faces challenges in key indicators like gluten strength and stability compared to imported high-end varieties [3] - There is a lack of collaboration in the supply chain, with some flour processing enterprises still relying on imports, leading to underutilization of the market value of high-quality wheat [3] - To enhance market recognition and sustainable development, it is essential to cultivate high-yield, resilient new varieties and support contract farming with insurance mechanisms to ensure stable income for farmers [3][4]

转自：草原云 7月2日，记者在鄂尔多斯市准格尔旗现代设施农业科技转化示范园里看到，一颗颗鲜红饱满的草莓色泽 诱人。这种名为"宝珠"的草莓每颗平均重达95克，糖度达14.5%。 技术人员查看草莓苗长势。 成果变"金果" 企业联结市场 刚采摘的草莓果色泽红润。 十年育一珠 科技赋能种业振兴 2019年，包头市农牧科学研究院的实验室里，一份草莓品种权申请材料被郑重提交。历经4年严苛审 查，2023年，"宝珠"终获农业农村部植物新品种权证书。 "宝珠"草莓是由包头市农牧科学研究院历经10年选育出的新品种，实验室里的十年坚守，换来了田间地 头的甜蜜回报。 十年攻关，凝结成这颗长圆锥形的红色奇迹。抗逆性强：耐盐碱特性使其在北方贫瘠土地茁壮生长。高 产稳产：平均株产651.4克，较传统品种提升30%。品质卓越：硬度达2.45千克力/平方厘米，长途运输 损耗率降低50%。 "我们草莓育种的目标是优质、抗病、高产。选育的新品种'宝珠'长势健壮，早熟，高抗对白粉病、炭 疽病、红蜘蛛，耐盐碱，好管理，是莓农的首选。口感好，硬度高，商品性好，是消费者的首选。"包 头市农牧科学研究院研究员汪海霞，10年来，参与了"宝珠"全程的研发。 ...

Group 1: Core Insights - Yantai City is strategically planning and innovating to enhance agricultural high-quality development through "seed industry revitalization" [1] - The city has established a dual financial support system to ensure the high-quality development of the seed industry, allocating 25 million yuan annually from the municipal budget for three consecutive years [1] Group 2: Innovation and Research - Yantai has built 17 national-level innovation platforms and 7 academician workstations, with 765 new crop varieties registered [2] - The city has formed 53 breeding teams and has seen significant results in technology transfer, generating over 29 million yuan from the commercialization of 28 new varieties since 2021 [2] Group 3: Industry Growth - Leading enterprises in Yantai, such as Shandong Denghai Seed Industry Co., Ltd., have a combined market value nearing 10 billion yuan, contributing to a projected revenue of over 10 billion yuan for the seed industry in 2024 [2] - The city is fostering an integrated development model of "research-production-sales" to enhance the seed industry [2] Group 4: Agricultural Impact - Yantai has established over 200,000 acres of seed production bases, achieving a seed coverage rate of over 98% for major crops [3] - The "Yannong 1212" wheat variety has increased yields by 20 kg per mu, while the "Yanjinmi" apple variety has a market price exceeding 10 yuan per pound, yielding over 30,000 yuan per mu [3] Group 5: Regulatory Measures - Yantai has implemented a regulatory enforcement plan to strengthen management responsibilities and enhance market supervision, achieving a seed inspection pass rate of 98% for corn and wheat [4] - The city is actively promoting intellectual property rights in the seed industry and conducting public awareness campaigns to foster a fair competitive environment [4]

投资建议 行情回顾： 本周（2025.06.23-2025.06.27）农林牧渔（申万）指数收于 2661.46 点(周环比+0.80%)， 沪深 300 指数收于 3921.76 点（周环比+1.95%），深证综指收于 2052.56 点（周环比+4.24%），上证综指收于 3424.23 点（周环比+1.91%），科 创板收于 988.21 点（周环比+3.17%)，农林牧渔行业指数跑输上证综指。 牧业： 截至 6 月 28 日，我国主产省集贸市场活牛价格 26.52 元/公斤，环比-0.48%，目前为动物蛋白消费淡季，牛肉价格保 持震荡状态；奶牛方面截至 6 月 20 日主产区合同内外平均收购价为 3.04 元/公斤，环比-0.3%，同比-7.88%，奶价下 跌幅度持续放缓，散奶价在 2.3 元出场附近止稳。我们预计随着供给端产能去化的逐步传导，原奶价格在 25H2 有望 企稳回升；肉牛方面近期犊牛与活牛价格已经出现上涨，预计新一轮肉牛周期有望开启，板块景气度有望拐点向上。 种植链： 近期小麦启动最低收购价预案，对小麦价格存在较强底部支撑，同时玉米端下游库存持续消化，玉米价格出现小幅反 弹。在外部环境不 ...

"今年草场草长得很好，草原更美了，我们在这里干活儿能挣钱，恢复后的草场生产还能再有一部分收入，真的非常高兴"，巴彦淖尔市乌拉特中旗新忽热苏 木乌兰朝鲁嘎查牧民额尔登其其格感受到了"三北"工程给生活带来的改变。2024年， 蒙草生态 在当地开展风电光伏一体化工程沙化土地 综合 治理，选用蒙 农1号蒙古冰草等乡土草种进行科学治沙，取得良好成效。值得一提的是，应用在项目中的冰草品种，正是产自蒙草生态在当地建设的优质种源繁育基地， 防沙治沙用种真正做到了"可追溯、有保障"。 应用蒙农1号蒙古冰草等草种治理乌拉特中旗11.2万亩沙化土地 新品种成为沙地治理首选草种 冰草具有抗旱、耐寒、耐风沙等优点，生长在年降水量为200～350mm的地区，旱作也能正常生长。但普通冰草品种种子单产水平低、生态适用性有限，生 态恢复速度较慢，对土壤要求比较高，配套的栽培管理技术落后、育繁推产业体系不健全，影响生态治理效率和产业经济发展。 蒙农1号蒙古冰草，株高约为90-120厘米，叶片深绿色，抗旱、抗寒，适应性强；春季返青早，秋季枯黄晚，青绿期长，是干旱及半干旱地区修复退化沙化 草地、防止水土流失首选草种。 年产量超1625吨为"三北"攻 ...

"鸭子浑身是宝" ——不同鸭种价格有差异，白条鸭与整鸭计价方式不同 你知道一只鸭子每天能下几个蛋？而母鸭产蛋大多在后半夜吗？ 你知道填鸭在部分肉鸭的养殖过程中是确实需要的吗？ 你知道鸭子在品种选育时已经用上芯片、做上CT了吗？ 北京鸭南口繁育基地的祖代成年鸭。 在南口鸭场，工作人员正在给鸭子做CT。 马海宁摄 近日，鸭子登上了网络热搜——"为什么一只活鸭上百元，一只烤鸭只要25块"？类似的讨论，每隔一段 时间就会引起消费者关注。 为什么？从身边的消费现象往下探，产业链上的一环一环开始浮现。从一只鸭子的选种培育、孵化、养 殖到屠宰加工、销售，所有环节，共同作用于最终的价格差异。而横向放大看，则凸显着世界水禽第一 大生产与消费市场的庞大体量、多元需求。近日，记者走进产业链上的相关企业，还收获了一些关于动 物鸭子的奇妙知识。 俗话说，"鸭子浑身都是宝"。此言不虚，比如鸭毛可以做羽绒服，利用价值可观。在不少业内人士看 来，整鸭和鸭胴体之间的价格差异，映射着鸭子从育种到售卖的完整产业链条。 品种选育迈大步 ——北京烤鸭表皮松脆、肉质细腻，很大部分归于良种选育 如果答案都是"否"，那"一只活鸭上百元，一只烤鸭只要25块" ...

新华社北京6月25日电（记者韩佳诺）种子是农业的"芯片"。面对广泛的市场需求，"十四五"以来我国 茶产业加快种业创新，不断培育茶叶新品种。 在日前于浙江安吉举办的第四届全国果茶经济作物种苗繁育技术交流会上，国家茶叶产业技术体系首席 科学家、中国农业科学院茶叶研究所研究员王新超介绍，"十四五"以来，国家茶叶产业技术体系围绕适 合机采、优特异、抗性等产业急需品种不断开展新品种选育。截至2024年底，已有167个茶树品种通过 了农业农村部非主要农作物品种登记，为茶产业发展提供坚强的良种保障。 国家茶叶产业技术体系岗位专家、中国农业科学院茶叶研究所研究员尹军峰在交流会上分析了当前国内 新茶饮市场的蓬勃发展趋势及其给上游原料产业带来的深刻变革。针对新茶饮和工业茶饮料等新业态、 新消费习惯的市场需求，他提出了要面向多场景特色风味、供应链稳定适配、小众化功能化等需求导 向，进行专用果茶品种开发的建议。 除了推进茶种业创新，近年来我国也加快特色水果等领域种业研发。在会议的专题报告中，国家梨产业 技术体系首席科学家、中国工程院院士张绍铃聚焦梨树育种领域，呼吁要加强梨树种质资源收集，建议 通过科企紧密合作，完善种业规范化与梨树创 ...