眼下，在新疆、甘肃等主产区，正是孜然集中收获期。成熟的孜然泛着金黄，待人采摘。 然而，从田间到餐桌，孜然的采收并不简单。 "长期以来，孜然只能依靠人工采收，待大部分植株叶片发黄、籽粒饱满后，整株拔苗。"国机集团中国 农机院所属新疆中收农牧机械有限公司首席专家依马木玉说。 孜然植株矮小，只有15至30厘米高，采收工需要长时间弯腰作业，劳动强度极大。近年来，我国孜然种 植面积逐年扩大，单纯依靠人工采收，不仅效率低、成本高，还易受天气影响，制约了产业的进一步发 展。 有没有办法使用机械设备进行采收？ 孜然，烤串的主要佐料，备受食客喜爱。 近日，新疆中收研制的国内首台孜然采收机进行了试车实验。试车现场，只见采收机在孜然田中高效作 业，切割装置精准划过植株，自动化收集系统同步运行，割落、收集，整个过程流畅高效。 研究人员对该采收机进行了多项针对性研发。例如，针对孜然作物较矮小、分叉低、易倒伏、品种和种 植模式多样等特点，采收机创新配备了具有低割、纵向提升和横向居中功能的收割台，并配置静液压驱 动，保证传动平稳，能快速适应不同条件下的作物收割。再比如，针对孜然果实易脱落的特点，采收机 开发了柔性输送装置，有效保证了收割后 ...

Group 1 - The transition from traditional "sun drying" to "intelligent drying" reflects the proactive approach of local governments in leveraging technology for food security, showcasing their emphasis on research and development [2][3] - The implementation of advanced drying equipment has significantly improved efficiency and quality, reducing grain loss to below 5% and allowing for drying within four to five hours, compared to traditional methods which resulted in a loss of 30 kilograms per ton of wheat [2] - The collaboration among various stakeholders, including government, agricultural cooperatives, and research institutions, has been crucial in promoting the development of grain drying centers and enhancing agricultural modernization [2] Group 2 - The increase in the number of drying machines to approximately 37,000 units in the province this year has ensured that grain is properly stored, addressing the challenges posed by weather conditions during harvest [1] - The government's support through subsidies and infrastructure investment has facilitated the establishment of grain drying centers, enabling farmers to access socialized drying services [1] - The ongoing technological advancements and government policies are expected to further drive the grain drying industry towards intelligent, green, and large-scale development, reinforcing the foundation of national food security [3]

Core Viewpoint - North China Grain Group has effectively utilized party leadership to enhance agricultural production, achieving significant results and demonstrating its value as a crucial national grain base [1][2]. Group 1: Strategic Goals and Brand Development - North China Grain Group aims to build a modern agricultural base, enterprise, and industry, positioning itself as an international grain merchant [2]. - The company has launched the "North Country Baquan 47 Degrees" brand, supported by a production capacity of 60 billion jin of grain and a large-scale food industry [2][3]. - The brand encompasses various sub-brands, enhancing market competitiveness through a matrix operation model [3]. Group 2: Integration of Party Building and Business Operations - The company has implemented a "chain-based party building" model, integrating party work with production and business operations to support high-quality development [3]. - North China Grain Group has strengthened grassroots organizations and promoted collaborative development across industry, supply, and innovation chains [3]. Group 3: Custom Agriculture and Market Expansion - The company has ventured into custom agriculture, transitioning from merely producing to effectively marketing its products, thereby increasing brand value and profitability [4]. - North China Grain Group has established a 20,000-acre high-end brand rice custom base and a 250,000-acre quality rice planting base [5]. Group 4: Social Responsibility and Community Support - The company actively supports rural revitalization by leveraging its resources and fulfilling social responsibilities [6]. - Initiatives such as the establishment of a women's handicraft production company have provided employment and entrepreneurial opportunities for local women [6][7]. - The women's entrepreneurship project has become a distinctive aspect of the company's party building efforts, contributing to community development and social responsibility [7].

普渡大学：美国农民情绪在六月下降，6月农业信心指数下降至146。 ...

Core Insights - Anqiu, a county-level city in Shandong, has developed over 400 agricultural processing and export enterprises, achieving an annual vegetable export volume of 600,000 tons, which accounts for 1/7 of Shandong's total agricultural exports, and has led the nation in vegetable exports for 16 consecutive years [1] - The city aims to transition its high-quality agricultural products from international markets to domestic high-end consumption, establishing a strategy for comprehensive ecological agriculture to become "China's First Ecological Agriculture County" [1][3] - Anqiu's agricultural development is characterized by a rigorous quality control system, innovative ecological technology applications, and precise supportive policies, creating a new path for high-quality agricultural development [1][4] Agricultural Quality and Standards - Anqiu is located in a prime agricultural zone with unique volcanic and sandy soil, contributing to the superior quality of its agricultural products, such as Huiqu millet and Zheshan sweet potatoes [2] - Since 2007, Anqiu has implemented a comprehensive quality safety management system for export agricultural products, establishing a dedicated team for agricultural safety and conducting 100,000 sampling tests annually [2] - The city has developed a digital management platform for agricultural quality safety, covering over 600,000 farmland plots and various agricultural entities, ensuring precise management [2] Technological Innovation and Brand Development - Anqiu is leveraging digital technology to modernize agriculture, integrating IoT and big data into the entire agricultural supply chain [6] - The introduction of biomass carbon soil improvement technology has significantly reduced chemical fertilizer usage by 70% and increased yields by 30% for ginger cultivation [6] - The establishment of a three-tier brand matrix, including regional public brands and enterprise brands, has enhanced the market value of Anqiu's agricultural products, achieving an average price premium of 25% [6][7] Policy Support and Economic Integration - Anqiu has introduced targeted support policies to reduce costs and encourage investment in ecological agriculture, including subsidies and loan incentives [8][9] - The city has achieved high utilization rates of agricultural waste, significantly reducing the use of chemical fertilizers and pesticides [8] - The integration of agriculture with secondary and tertiary industries has created a diversified platform for farmers to share in the value-added benefits of the agricultural supply chain [10]

郝倩/发自挪威克里斯蒂安松 千百年以来，挪威北极峡湾孕育着一种独特的冷水海藻，当地人一直有收割此类海藻的传统，以往只是 主要用来作为动物饲料，剩下些残渣再用来培沃土壤。如今，随着科技的发展，这种挪威峡湾随处可见 的冷水海藻焕发了新的生命力，成为农业生物制剂的重要成分，销往全球各地，他们是怎么做到的呢？ 百年前当地人只是觉得海藻有营养，可以用来做牲畜饲料，剩下的残余用来沤肥。包括Algea以前的生 产工艺，也是单纯的烘干和研磨，这样的产品适合做饲料，其营养物质却无法被土壤直接吸收。 邦迪坦言，过去20年生物工程、数据科学等领域的发展，才让萃取泡叶藻活性物质成为可能。在传统的 烘干，研磨之后，Algea增加了溶解提取活性素的工艺，每天都有数以百吨计的海藻被制成液态和固态 两种可溶性肥料。 我前几日走访了北极圈边缘的挪威克里斯蒂安松（Kristiansund），实地考察了当地企业Algea的海藻采 收与加工的全过程。该公司始建于1937年，原为一家挪威当地家族企业，后为先正达集团收购，其生产 的海藻提取物已经成为先正达生物制剂产品的核心原材料。近年来，生物制剂已成为最"热门"农业科技 创新领域之一。 — 科技解锁冷 ...

在这里，他和他的团队专注于各类农作物种苗的培育，从蔬菜、瓜果到花卉，每一颗种苗都凝聚着他们 的汗水与智慧。该公司采用科学的育苗技术，实行工厂化育苗，供应的种苗有卷心菜、花菜、包菜、甘 蓝、杭白菜等十几个品种，共计2000多万株。然而，随着企业规模不断扩大和技术持续升级，资金问题 逐渐成为制约其进一步发展的瓶颈。 在这个关键时刻，交行上海市分行以其创新产品"神农e贷"，为王春涛的农业梦想插上了翅膀，满足他 们对资本的周转需求。分行充分发挥金融科技优势，通过外部数据赋能，根据农业经营主体的生产实际 经营情况进行在线评估、自动核额及审批，完成从申请到放款全部流程，随借随还。通过手机银行在线 办理，王春涛迅速获得了贷款，采购了急需的农资，解决了资金问题。 "春耕夏耘，秋收冬藏，四者不失时，故五谷不绝。"在农业生产的长周期里，夏季耕耘宛如关键齿轮， 不仅推动着农作物茁壮成长，更直接决定着秋季丰收的成色。交通银行密切关注农业生产的季节律动， 精准把握农民实际需求，全方位、多层次支持夏耘工作，为有力有效推进乡村全面振兴战略注入源源不 断的强劲动力。截至2025年5月末，该行涉农贷款余额超7000亿元。 精准滴灌化解经营燃眉 ...

Core Insights - Shenzhen Aerospace Exploration Technology Co., Ltd. has completed a seed round financing of several million yuan, led by Qiji Chuangtan and a strategic industry investor, with funds allocated for the development of its first model, the L400 [2] - The company focuses on the research and manufacturing of electric and intelligent medium-sized aircraft, with a strategy starting from agriculture and gradually expanding to other applications [2][4] Company Overview - Founded in August 2024, the company is led by a founder with a master's degree from the China Academy of Aerospace Aerodynamics and experience in various aviation and drone companies [2] - The core team comprises members from prestigious institutions and companies, bringing extensive experience in aerodynamics, flight loads, and structural strength [2] Product Development - The L400 is an all-electric short takeoff and landing (eSTOL) fixed-wing agricultural drone designed for large farms, with a takeoff weight of 850 kg and a takeoff distance of 150 m [4] - Compared to traditional agricultural aircraft, the L400 reduces takeoff distance by 60%, increases payload capacity by 20%, lowers BOM costs by 30%, and decreases overall operating costs by 40% while improving operational effectiveness by 15% [4] Technology and Innovation - The L400's efficient short takeoff and landing capabilities are attributed to the company's self-developed distributed electric propulsion system, which enhances safety and reduces material and maintenance costs [5] - The flight control system incorporates automotive technology, including automotive-grade chips and modular algorithms, preparing for future manned aircraft development [5] Market Strategy - The company targets overseas markets primarily, as the demand for large farms is significantly higher than in the domestic market, with a focus on mechanized operations [6] - The L400 has already received multiple intention orders from overseas clients in regions such as Russia, Australia, Central Asia, and the United States [6] Future Plans - Following the assembly completion of the L400 by the end of July, the company plans to conduct its first flight in September and aims to optimize the product by the end of the year for mass production [7] - The company intends to initiate a second round of financing in the second half of the year after completing the test flight of the L400 [7]

表弟也不例外。 他本职兽医，90后，曾经也是个除了医猫治狗，就是"吃鸡开黑"的年轻人。不知怎地，几年前决定花光所有积蓄，在黑龙江北部小镇买下一座农场，说是 要创业，肉牛养殖。每天穿着我们这里的"工装"迷彩服，开着一辆快报废的小皮卡，家和农场两点一线。不仅皮肤变得粗糙，手指关节粗大，有次用这辆 皮卡到幼儿园接侄女，还获得了三岁小朋友的拒绝，声称皮卡散发的牛粪味"会让公主裙不美丽"，而老叔的头发"看起来就像一个野人"。 但表弟并不在意，铁了心要在农业上走出自己的未来。即便牛肉价格下跌，同行纷纷转向其它生意，表弟依然时不时发张自拍，配以农场野猪出没、二手 农机转卖、肋骨受伤等信息，全方位展示自己。 今年春天，表弟家的黑龙江北部小镇接连下雨。农户们天天盯着天气预报，想着大雨过后，土地晾晒一番，即刻开工。可这样过了半个月。终于，天有放 晴的样子，农户们坐不住了，陆陆续续把自家的拖拉机开进了地里。 农场共10垧地，按照一垧地15亩计算，就是115亩。除了养牛，也种粮食和蔬菜。粮食一部分自己食用，一部分给肉牛做饲料。 那天我们早早赶到农场，气温低的让人有种"夏天没到，秋天来了"的错觉，天阴得仿佛随时要下场雨，所以我带了一个 ...

证券研究报告：农林牧渔|行业周报 发布时间：2025-07-01 行业投资评级 | 收盘点位 | | 2671.67 | | --- | --- | --- | | 52 | 周最高 | 2838.04 | | 52 周最低 | | 2110.64 | 行业相对指数表现 -17% -13% -9% -5% -1% 3% 7% 11% 15% 19% 2024-07 2024-09 2024-11 2025-02 2025-04 2025-06 农林牧渔 沪深300 资料来源：聚源，中邮证券研究所 研究所 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 近期研究报告 强于大市|维持 | 行业基本情况 | | --- | 《生猪偏弱震荡，政策调控影响或在明 年体现》 - 2025.06.24 农林牧渔行业报告 （2025.6.22-2025.6.29） 猪价触底反弹，降重缓慢推进 ⚫ 行情回顾：弱于大盘 农林牧渔（申万）行业指数涨 0.80%，在申万 31 个一级行业中涨 幅排名第 25 位。虽然农业调控政策频出，但仍跑输大盘，主要原因 是生猪 ...