农业现代化，种子是基础。 习近平总书记高度重视种业振兴行动，强调把种源安全提升到关系国家安全的战略高度，"实现种业科技自立自强、种源自主可控"。 五年前的中央经济工作会议提出，要开展种源"卡脖子"技术攻关，立志打一场种业翻身仗。2021年7月，中央深改委第二十次会议审议通过《种业振 兴行动方案》，为推动我国由种业大国向种业强国迈进明确了路线图、任务书。 五年间，在习近平总书记指引下，各地各部门攻坚克难推进种业振兴行动，培育了一批突破性新品种，更好保障国家粮食安全、更好守护人们的美 好生活。 靠"中国种"护"中国粮" 时值冬季，海南三亚仍温暖如春。 崖州湾科技城的试验田里，数十亩大豆秧苗透出浓浓绿意。这几天，崖州湾国家实验室大豆种子创新团队首席科学家田志喜正在认真观察秧苗性 状，努力挖掘作物增产稳产的"基因密码"。 "我们得争分夺秒，尽快筛选出优良基因。"田志喜告诉记者，目前我国大豆单产水平与美国、巴西等相比还有差距，为了加快培育出更多优质新品 种，科学家们充分利用海南得天独厚的光热资源，每年可多种一两季，以缩短育种周期。 2022年4月，习近平总书记在位于崖州湾科技城的崖州湾种子实验室考察调研时指出："中国人 ...

Core Viewpoint - The establishment of the National Crop Germplasm Resource Bank represents a significant advancement in the preservation of agricultural genetic resources, ensuring the protection and utilization of valuable genetic materials amid threats from climate change and human activities [3][15]. Group 1: Germplasm Resource Preservation - The National Crop Germplasm Resource Bank serves as a "Noah's Ark" for safeguarding crop genetic resources, which are crucial for future agricultural innovations [3][19]. - The new facility, completed in 2021, has a storage capacity of 1.5 million samples, significantly increasing from the previous capacity of 400,000 samples [6][15]. - The bank is actively collecting and preserving new genetic resources, including rare and unique varieties identified during the largest agricultural germplasm survey in China's history [7][19]. Group 2: Technological Advancements - The new facility employs modern technologies for seed quality assessment, including CT scanning and non-destructive testing methods, enhancing efficiency and reducing seed consumption during testing [11][12]. - The introduction of specialized storage solutions, such as ultra-low temperature and tissue culture facilities, allows for the preservation of plant materials that cannot withstand traditional seed storage conditions [12][14]. - Automation in the storage process has improved operational efficiency, reducing the need for manual labor and optimizing space utilization within the facility [13][14]. Group 3: National Strategy and Future Prospects - The establishment of the National Crop Germplasm Resource Bank is part of a broader national strategy to enhance the protection of agricultural genetic resources, including livestock and aquatic species [16][18]. - The current identification rates for genotypes and phenotypes exceed 60% and 30%, respectively, providing a substantial data foundation for future AI-driven breeding innovations [17]. - The upcoming launch of a national crop germplasm resource information platform will facilitate better sharing and exchange of genetic resources [17].

【现象】 如今，银杏在一些城市很常见，为何仍处于濒危等级？实际上，濒危的是"野生银杏"而非"景观银杏"， 前者种群数量稀少，后者基因相同或相近，依靠它们无法增加银杏的基因多样性。这反映出种质资源多 样性的重要意义。 【点评】 种质资源，是指携带生物遗传信息且具有实际或潜在利用价值的载体。"种质"就是"种子"吗？实际上， 二者不能画等号。 就拿农作物种质资源来说，其涵盖农作物的栽培种、野生种和濒危稀有种的繁殖材料等，形态不仅有果 实、籽粒，还有苗、根、茎、叶、芽、花，同时还包括组织、细胞和DNA、DNA片段及基因等有生命 的物质材料。可见，种质资源的范畴比种子大得多。种业是农业的"芯片"，种质资源的重要性不可小 视。 作为种业创新的源头和基础，种质资源在粮食安全领域的地位分外凸显。"杂交水稻之父"袁隆平在创 立"三系杂交水稻"技术时，需要运用雄性不育系、保持系、恢复系3种不同功能的水稻亲本配合实现杂 交育种。得益于1970 年在海南发现的雄性不育野生稻"野败"，我国杂交水稻发展才掀开崭新一页。 1979年，李振声院士牵头的课题组经过20多年攻关育成小麦新品种"小偃6号"，其凭借有效抵抗小麦条 锈病、产量高、品质 ...

Core Viewpoint - The establishment of the Animal Science and Medicine College through the collaboration between Hainan University and the Hainan Academy of Agricultural Sciences is a significant step towards enhancing national seed industry and ensuring biological safety in Hainan Free Trade Port [4][6]. Group 1: Ceremony Details - The signing and unveiling ceremony took place on February 6, 2026, in Sanya, attended by notable figures including academicians and leaders from both institutions [2][4]. - The ceremony was hosted by Li Buhong, Vice President of Hainan University, highlighting the importance of the collaboration [4]. Group 2: Institutional Goals - The collaboration aims to integrate higher education with research institutions, breaking down resource barriers and aligning with regional development needs [4][6]. - Hainan University will focus on developing talents that meet international veterinary certification standards and will form cross-unit research teams to address issues like disease prevention and genetic resource innovation [4][6]. Group 3: Research and Development Framework - The partnership will create a comprehensive system that includes basic research, applied research, technology transfer, and industry services, supporting high-quality development in animal-related industries [13]. - The "Four Commons" mechanism will be implemented, promoting shared governance, co-construction of disciplines and talents, mutual recognition of personnel, and resource sharing [13].

Core Insights - The seed industry is a strategic and foundational core industry for ensuring national food security in China, with the "seed industry revitalization action" initiated in 2021 aiming for significant breakthroughs within ten years [2] Group 1: Achievements and Goals - By the end of 2025, China will have established national repositories for crop, livestock, and marine fish genetic resources, with the total amount of preserved resources ranking first in the world [4] - Over 100,000 resource distributions have been made annually, effectively serving breeding innovation entities [4] - The national marine fish genetic resource repository is working on precise identification of phenotypes and genotypes, having collected 145,791 various types of resources [4] Group 2: Research and Development - The focus of the national marine fish genetic resource repository is to develop a collection and preservation plan for the 14th Five-Year Plan period, aiming to uncover superior resources and enhance their utilization [6] - The area of self-bred crop varieties in China has reached over 95%, with continuous modernization of key breeding bases [6] - A breeding research and development service platform in Heilongjiang has screened over 2,000 high-quality soybean breeding materials [6] Group 3: Innovation and Investment - China's seed industry technology innovation has entered the world's top tier, with over 50% of technology research tasks led by enterprises [8] - By 2025, the R&D investment of national crop seed industry enterprises is expected to double compared to 2020 [8] - The "14th Five-Year Plan" period is seen as a critical time for solidifying the foundation and fully unleashing the potential of the seed industry [10]

央视网消息（新闻联播）：种业是保障国家粮食安全的战略性基础性核心产业。2021年，我国《种业振兴行动方案》提出了"一年开好头、三年打基础、五 年见成效、十年实现重大突破"的总体安排。目前，"五年见成效"的目标任务已如期完成。 如今，我国种业科技创新整体进入了世界第一方阵，企业牵头科技攻关任务占比超过五成。2025年，国家农作物种业阵型企业研发投入比2020年增加了一 倍。 截至2025年底，我国已建成国家作物、畜禽以及海洋渔业种质资源库，长期保存农作物、畜禽、水产养殖种质资源总量跃居世界第一。全年分发资源超过10 万份次，有效服务育种创新主体。在国家海洋渔业生物种质资源库，工作人员正加紧对入库水产种质资源开展表型和基因型精准鉴定。这里已累计收集保藏 基因、细胞、微生物、活体等各类实物资源145791份。 目前，我国农作物自主选育品种面积占比达95%以上，甘肃玉米、四川水稻、黑龙江大豆、海南南繁四大国家级育制种基地现代化水平持续提升。在黑龙江 首家育种研发服务平台，科研人员通过品质检测、人工精选等工序，已经筛选出2000多份优质大豆育种材料，将为今年春播提供核心种源支撑。 ...

来源：农民日报 为扎实推进种业振兴，强化企业创新主体地位，北京市农业农村局于近日印发《关于推动种业企业高质 量发展的工作意见》，提出通过分类培育、资源引进、研发支持等多项举措，全面提升种业企业创新能 力与产业竞争力，助力北京"种业之都"建设。 根据《意见》，北京将围绕农作物、畜禽、水产、林果花草等领域，引导种业企业加速提升创新能力。 到2030年，力争形成以领军企业为引领、创新企业为骨干、特色企业和平台企业为支撑的发展格局，培 育具有国际竞争力的领军型企业2至3家，在重点领域具有核心竞争力的创新型、特色型、平台型企业20 家，基本建立现代化智慧育种体系。 在具体举措上，北京将实施"一企一策"分类培育机制，根据企业类型提供差异化支持。对领军型企业， 支持承担国家种业重大任务；对创新型企业，推动关键技术突破与成果转化；对特色型企业，鼓励发挥 资源与品种优势；对平台型企业，提升专业化服务能力。 为强化企业创新能力，北京将支持企业引进国外优质种质资源，鼓励申报国家级资源库，并建立公益性 资源公开共享机制。同时，推动企业牵头承担国家及市级重大科研项目，建设共性技术研发平台和中试 基地，补齐创新链与产业链协同短板。 在要 ...

央视网消息：种业是保障国家粮食安全的战略性、基础性核心产业。2021年，我国启动实施种业振兴行动，明确"一年开好头、 三年打基础、五年见成效、十年实现重大突破"。记者从农业农村部了解到，目前"五年见成效"的目标任务如期完成。 如今，我国种业科技创新整体进入了世界第一方阵。企业牵头科技攻关任务占比超过五成，2025年，国家农作物种业阵型企业研 发投入比2020年增加了一倍。 目前，我国农作物自主选育品种面积占比达95%以上，甘肃玉米、四川水稻、黑龙江大豆、海南南繁四大国家级育制种基地和一 批优势种子基地现代化水平持续提升。在黑龙江首家育种研发服务平台，科研人员通过品质检测、人工精选等工序，已经筛选出2000 多份优质大豆育种材料。相关负责人介绍，研发中心主攻方向为高油、高蛋白以及广适型品种。在2026年，研发中心将要继续发挥平 台化作用，助力企业科研水平的提升。同时持续深化与高校院所的合作。提供科研课题的技术服务保障能力。 农业农村部种业管理司创新发展处处长陶伟国称，"十五五"（时期）是种业振兴夯实基础、全面发力的关键时期，今年我们将深 入推进有组织科研、体系化攻关围绕保障粮食安全和重要农产品供给加快选育高产、 ...

Core Viewpoint - The seed industry is a strategic and foundational core industry for ensuring national food security in China, with significant progress made in the "Five-Year Effect" goal of the seed industry revitalization action initiated in 2021 [1] Group 1: Seed Industry Development - By the end of 2025, China will have established national repositories for crop, livestock, and marine fishery genetic resources, with the total amount of preserved genetic resources ranking first in the world [3] - Over 100,000 resource distributions have been made annually, effectively serving breeding innovation entities [3] - The National Marine Fishery Genetic Resource Bank has collected and preserved 145,791 various types of resources, including genes, cells, microorganisms, and live specimens [3] Group 2: Research and Innovation - The head of the National Marine Fishery Genetic Resource Bank stated that a collection and preservation plan for the "14th Five-Year Plan" period will be developed, aiming for a target of 340,000 resources [5] - The area of self-bred crop varieties in China exceeds 95%, with continuous modernization of major breeding bases in Gansu, Sichuan, Heilongjiang, and Hainan [6] - A breeding research and development service platform in Heilongjiang has screened over 2,000 high-quality soybean breeding materials [6] Group 3: Future Goals and Collaborations - The director of the soybean breeding innovation and research center in the Five Great连池 City emphasized the focus on high oil, high protein, and broadly adaptable varieties, with plans to enhance collaboration with universities and research institutions [8] - The Ministry of Agriculture and Rural Affairs highlighted that the "14th Five-Year Plan" period is crucial for solidifying the foundation of seed industry revitalization, aiming to accelerate the breeding of high-yield, high-quality, and resilient new varieties [10] - The proportion of enterprises leading technological breakthroughs exceeds 50%, with a goal to double R&D investment in crop seed companies by 2025 compared to 2020 [8]

[Table_Page] 投资策略周报|农林牧渔 证券研究报告 [TAblE_TitlE] 农林牧渔行业 | [TAblE_G rADE] 行业评级 | 买入 | | --- | --- | | 前次评级 | 买入 | | 报告日期 | 2026-02-08 | 本周猪价小幅回落，优选成本领先的龙头猪企 [TAblE_SummAry] 核心观点： [分析师： TAblE_Author 钱浩] SAC 执证号：S0260517080014 SFC CE No. BND274 021-38003634 shqianhao@gf.com.cn 分析师： 郑颖欣 SAC 执证号：S0260520070001 021-38003632 zhengyingxin@gf.com.cn 分析师： 高一岑 SAC 执证号：S0260525100002 021-38003780 gaoyicen@gf.com.cn 分析师： 李雅琦 SAC 执证号：S0260524080006 021-68827265 liyaqi@gf.com.cn -10% -2% 6% 14% 22% 30% 02/25 04/25 07/25 09/2 ...