Global Market Overview - The Hang Seng Index closed at 25,855, up 0.86% for the day and 28.89% year-to-date [1] - The Hang Seng Tech Index rose by 1.74%, reflecting a year-to-date increase of 24.85% [1] - The Shanghai Composite Index remained unchanged at 3,965, with an 18.30% increase year-to-date [1] - The US markets showed slight declines, with the Dow Jones down 0.20% and the S&P 500 down 0.14% [1] Sector Performance in Hong Kong - The Hang Seng Financial Index increased by 0.44%, with a year-to-date rise of 40.32% [2] - The Hang Seng Industrial Index rose by 1.15%, reflecting a year-to-date increase of 24.53% [2] - The Hang Seng Real Estate Index saw a modest increase of 0.34%, with an 18.61% rise year-to-date [2] Chinese Market Dynamics - Chinese stocks experienced a slight increase, with energy, materials, and information technology sectors leading gains, while healthcare, utilities, and consumer staples sectors declined [3] - Southbound capital recorded a net sell-off of HKD 3.845 billion, with Tencent, China Mobile, and Alibaba seeing the most significant net sell-offs [3] - The Chinese government announced tax exemptions on personal home sales after two years to stimulate market activity [3] US Market Insights - The US stock market experienced slight declines, particularly in consumer discretionary, financials, and industrials, while energy, communication services, and utilities sectors showed gains [3] - Tesla's market analysis indicated a potential 15% year-over-year decline in Q4 vehicle deliveries due to tax credit reductions and increased competition [3] - The Federal Reserve's meeting minutes suggested a consensus on potential interest rate cuts if inflation trends downward, although some members expressed concerns about persistent inflation risks [3] Commodity and Currency Movements - Metal prices showed mixed trends, with gold's gains narrowing and silver rebounding; copper prices reached their highest annual increase since 2009 [3] - Oil prices experienced a slight decline, while cryptocurrencies saw a pullback after initial gains [3] - The USD/CNY exchange rate fell to around 6.99 [3]

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - Gold: Inflation is moderately declining [2]. - Silver: Undergoing high - level adjustment [2]. - Copper: The strengthening of LME spot prices supports the price [2]. - Zinc: Showing a tendency of oscillating upward [2]. - Lead: Inventory increase is pressuring the price [2]. - Tin: Supply is facing new disturbances [2]. - Aluminum: Exhibiting a strong - side oscillation [2]. - Alumina: Continuing to bottom - out [2]. - Cast aluminum alloy: Following the trend of electrolytic aluminum [2]. - Nickel: There is a game between capital and industrial forces, and attention should be paid to the emergence of structural opportunities [2]. - Stainless steel: The fundamentals restrict its elasticity, but attention should be paid to the policy risks in Indonesia [2]. Summary of Each Section 1. Gold and Silver Fundamental Data - **Price**: Shanghai Gold 2602 closed at 984.84 with a daily decline of 2.22%; Comex Gold 2602 closed at 4352.30 with a daily increase of 0.05%. Shanghai Silver 2602 closed at 18140 with a daily decline of 0.35%; Comex Silver 2602 closed at 76.015 with a daily increase of 6.11% [4]. - **Volume and Open Interest**: The trading volume of Shanghai Gold 2602 was 391,541, an increase of 46,319 from the previous day, and the open interest was 144,462, a decrease of 21,562. The trading volume of Shanghai Silver 2602 was 1,127,485, a decrease of 315,320, and the open interest was 195,074, a decrease of 30,842 [4]. - **Inventory**: The inventory of Shanghai Gold was 97,704 kg, unchanged from the previous day; the inventory of Comex Gold (in troy ounces) was 36,223,374, an increase of 32,119. The inventory of Shanghai Silver was 755,754 kg, a decrease of 40,985 [4]. - **Spread**: The spread between Gold T + D and AU2602 was - 2.64, unchanged from the previous day; the spread between Silver T + D and AG2602 was - 592, a decrease of 442 from the previous day [4]. News - Most Fed officials expect it to be appropriate to continue cutting interest rates after December, while some advocate keeping rates unchanged for "some time" [4]. - Reportedly, OPEC + is likely to maintain the suspension of the production - increase plan this week due to significant supply - surplus pressure [6]. - China has advanced the plan of issuing the first batch of 625 billion yuan of ultra - long - term special treasury bonds in 2026 to support consumer goods trade - in programs. The 2026 national subsidy plan has been released, with new smart products added, home decoration and electric bicycles removed, and subsidy standards for home appliances and cars adjusted [6]. - Starting next year, individuals selling homes purchased over two years ago will be exempt from value - added tax [6]. - The Central Rural Work Conference emphasized strengthening research on key core agricultural technologies and efficient transformation and application of scientific and technological achievements, and developing new high - quality agricultural productivity according to local conditions [6]. - Li Qiang proposed to refine taxpayers and the scope of taxation and determine calculation methods for taxable amounts in different situations [6]. Trend Strength - Gold trend strength: 0; Silver trend strength: 0 [6] 2. Copper Fundamental Data - **Price**: The Shanghai copper main contract closed at 98,090 with a daily decline of 0.78%, and the night - session closing price was 99,220 with a rise of 1.15%. The LME copper 3M electronic disk closed at 12,674 with a daily increase of 4.02% [7]. - **Volume and Open Interest**: The trading volume of the Shanghai copper index was 832,280, a decrease of 142,367 from the previous day, and the open interest was 625,625, a decrease of 17,019. The trading volume of the LME copper 3M electronic disk was 30,309, a decrease of 34,327, and the open interest was 342,000, an increase of 1,036 [7]. - **Inventory**: The Shanghai copper inventory was 71,738 tons, an increase of 5,860 tons; the LME copper inventory was 149,475 tons, a decrease of 5,100 tons, and the cancelled warrant ratio was 26.21%, a decrease of 2.31% [7]. - **Spread**: The LME copper cash - to - 3M spread was 31.35, an increase of 11.66 from the previous day; the spot - to - near - month futures spread of Shanghai copper was - 240, an increase of 90 [7]. News - Most Fed officials expect it to be appropriate to continue cutting interest rates after December, and most participants believe that if inflation declines as expected, further rate cuts may be appropriate [7]. - The 2026 national subsidy plan has been released, with new smart products added, home decoration and electric bicycles removed, and subsidy standards for home appliances and cars adjusted. The first batch of 625 billion yuan of ultra - long - term special treasury bonds in 2026 to support consumer goods trade - in programs has been advanced [7]. - The Peruvian Congress approved a one - year extension of the temporary licenses for small - scale miners until the end of 2026 [7]. - From January to November 2025, Kazakhstan's refined copper production increased by 2.5% year - on - year to 431,998 tons [9]. - In November 2025, China's imports of copper ore and concentrates were 2.53 million tons, a month - on - month increase of 3.05% and a year - on - year increase of 13.13% [9]. - The Chilean government initiated the preliminary mediation process for the labor contract negotiation of the Mantoverde copper - gold mine. Workers will prepare for a strike if the negotiation fails [9]. - On December 29, the main project construction and core equipment installation of the second - phase expansion project of the Julong Copper Mine were completed and successfully test - run, a key step before production [9]. Trend Strength - Copper trend strength: 1 [9] 3. Zinc Fundamental Data - **Price**: The Shanghai zinc main contract closed at 23,380 yuan/ton with a daily increase of 0.54%, and the LME zinc 3M electronic disk closed at 3,083.5 US dollars/ton with a daily decline of 0.10% [10]. - **Volume and Open Interest**: The trading volume of the Shanghai zinc main contract was 148,502 lots, a decrease of 94,405 lots; the open interest was 93,470 lots, a decrease of 217 lots. The trading volume of the LME zinc was 13,418 lots, an increase of 7,474 lots, and the open interest was 232,259 lots, an increase of 4,129 lots [10]. - **Spread and Inventory**: The Shanghai 0 zinc premium was 120 yuan/ton, a decrease of 10 yuan/ton; the LME CASH - 3M spread was - 30 US dollars/ton, a decrease of 1.74 US dollars/ton. The Shanghai zinc futures inventory was 42,387 tons, an increase of 1,403 tons; the LME zinc inventory was 106,325 tons, a decrease of 225 tons [10]. News - The 2026 national subsidy plan has new smart products added, home decoration and electric bicycles removed, and subsidy standards for home appliances and cars adjusted. The subsidy for new cars is 12% or 10% of the car price, with the upper limit remaining the same as in 2025. The subsidy range for home appliances has been reduced, and the subsidy ratio for first - grade energy - efficient home appliances has decreased from 20% to 15%, with the maximum subsidy per appliance dropping from 2,000 yuan to 1,500 yuan [11]. - The first batch of 625 billion yuan of ultra - long - term special treasury bonds in 2026 to support consumer goods trade - in programs has been advanced [11]. Trend Strength - Zinc trend strength: 1 [13] 4. Lead Fundamental Data - **Price**: The Shanghai lead main contract closed at 17,505 yuan/ton with a daily increase of 0.09%, and the LME lead 3M electronic disk closed at 2,010.5 US dollars/ton with a daily increase of 0.55% [14]. - **Volume and Open Interest**: The trading volume of the Shanghai lead main contract was 69,782 lots, a decrease of 14,987 lots; the open interest was 53,891 lots, a decrease of 584 lots. The trading volume of the LME lead was 9,284 lots, an increase of 5,478 lots, and the open interest was 178,618 lots, an increase of 644 lots [14]. - **Spread and Inventory**: The Shanghai 1 lead premium was 0 yuan/ton, an increase of 25 yuan/ton; the LME CASH - 3M spread was - 43.7 US dollars/ton, a decrease of 5.89 US dollars/ton. The Shanghai lead futures inventory was 13,111 tons, an increase of 1,528 tons; the LME lead inventory was 245,275 tons, an increase of 1,000 tons [14]. News - Most Fed officials expect it to be appropriate to continue cutting interest rates after December, and most participants believe that if inflation declines as expected, further rate cuts may be appropriate [15]. - The 2026 national subsidy plan has been released, with new smart products added, home decoration and electric bicycles removed, and subsidy standards for home appliances and cars adjusted. The first batch of 625 billion yuan of ultra - long - term special treasury bonds in 2026 to support consumer goods trade - in programs has been advanced [15]. Trend Strength - Lead trend strength: 0 [15] 5. Tin Fundamental Data - **Price**: The Shanghai tin main contract closed at 326,330 yuan/ton with a daily decline of 2.47%, and the LME tin 3M electronic disk closed at 42,195 US dollars/ton with a daily increase of 5.46% [17]. - **Volume and Open Interest**: The trading volume of the Shanghai tin main contract was 441,257 lots, a decrease of 12,067 lots, and the open interest was 43,769 lots, a decrease of 6,392 lots. The trading volume of the LME tin 3M electronic disk was 180 lots, a decrease of 9 lots, and the open interest was 13,988 lots, an increase of 53 lots [17]. - **Inventory and Spread**: The Shanghai tin inventory was 7,772 tons, a decrease of 133 tons; the LME tin inventory was 5,330 tons, an increase of 185 tons, and the cancelled warrant ratio was 6.57%, a decrease of 0.38%. The SMM 1 tin ingot price was 339,800 yuan/ton, a decrease of 800 yuan/ton [17]. News - Similar to the news in the gold and silver section, including Fed rate - cut expectations, OPEC + production - plan news, China's subsidy and bond - issuance news, etc. [18] Trend Strength - Tin trend strength: 1 [19] 6. Aluminum, Alumina, and Cast Aluminum Alloy Fundamental Data - **Aluminum**: The Shanghai aluminum main contract closed at 22,565 yuan/ton, a decrease of 5 yuan/ton. The LME aluminum 3M closed at 2,987 US dollars/ton, an increase of 38 US dollars/ton. The Shanghai aluminum main - contract trading volume was 369,628 lots, a decrease of 248,997 lots, and the open interest was 267,707 lots, a decrease of 21,548 lots [20]. - **Alumina**: The Shanghai alumina main contract closed at 2,751 yuan/ton, unchanged. The trading volume was 699,429 lots, a decrease of 609,434 lots, and the open interest was 404,205 lots, an increase of 7,530 lots [20]. - **Cast Aluminum Alloy**: The aluminum alloy main contract closed at 21,475 yuan/ton, a decrease of 115 yuan/ton. The trading volume was 9,685 lots, an increase of 546 lots, and the open interest was 15,866 lots, an increase of 9,810 lots [20]. News - Starting next year, individuals selling homes purchased over two years ago will be exempt from value - added tax [22]. - Most Fed officials expect it to be appropriate to continue cutting interest rates after December, and most participants believe that if inflation declines as expected, further rate cuts may be appropriate [22]. Trend Strength - Aluminum trend strength: 1; Alumina trend strength: 0; Aluminum alloy trend strength: 1 [22] 7. Nickel and Stainless Steel Fundamental Data - **Price**: The Shanghai nickel main contract closed at 132,390 yuan/ton, an increase of 6,680 yuan/ton; the stainless - steel main contract closed at 13,090 yuan/ton, an increase of 180 yuan/ton [24]. - **Volume**: The trading volume of the Shanghai nickel main contract was 1,000,602 lots, an increase of 215,362 lots; the trading volume of the stainless - steel main contract was 298,305 lots, an increase of 33,281 lots [24]. - **Industry - Chain Data**: The price of 1 imported nickel was 129,300 yuan/ton, an increase of 700 yuan/ton; the price of 8 - 12% high - nickel pig iron (ex - factory price) was 913 yuan/ton, an increase of 2 yuan/ton [24]. News - In September, the Indonesian Forestry Working Group took over more than 148 hectares of the PT Weda Bay Nickel mining area, which is expected to affect nickel production by about 600 metal tons per month [24]. - China has suspended an unofficial subsidy for imported copper and nickel from Russia [25]. - The Indonesian government has sanctioned 190 mining companies for failing to provide claim and refund guarantees [25]. - The Indonesian Ministry of Energy and Mineral Resources issued a ministerial order regarding the RKAB approval procedure for mines in 2026 [26]. - Trump claimed to impose an additional 100% tariff on China and implement export controls on "all key software" starting from November 1 [26]. - The Indonesian government has suspended the issuance of new smelting licenses for certain nickel products [27]. - Safety inspections in Indonesian industrial parks have affected the production of some nickel wet - process projects, with an expected impact of about 6,000 nickel metal tons in December [27]. - In November, New York Fed President John Williams and Fed Governor Stephen Miran made dovish remarks, increasing the probability of a 25 - basis - point rate cut in December [27]. - China will implement export - license management for some steel products starting from January 1, 2026 [27]. - The Indonesian government plans to revise the benchmark - price formula for nickel ore products in early 2026 and will levy royalties on cobalt as an independent commodity [27]. - The Indonesian government plans to significantly reduce the nickel - ore production target in 2026 from 379 million tons to 250 million tons [28]. - Fifty Indonesian nickel - mining enterprises face potential fines of about 80.2 trillion Indonesian rupiah for illegal occupation of forest land [28]. Trend Strength - Nickel trend strength: 0; Stainless - steel trend strength: 0 [29]

Report Industry Investment Rating The document does not provide an overall industry investment rating. Core Viewpoints - The policy of exempting VAT on the sale of homes held for over 2 years by individuals starting from 2026 will promote the activity of the second - hand housing market and drive the linkage effect between first - hand and second - hand housing [7][8]. - For copper, although price increases may suppress domestic demand, the long - term driving logic remains unchanged, and short - term adjustments provide opportunities for long - term buying [9][10]. - Glass is expected to be strong in the short - term and fluctuate in the medium - term [11]. - For live pigs, the pressure on supply will be concentrated in January, and there are opportunities to short near - month contracts at high prices [12]. Summary by Related Catalogs Real Estate - **Policy Impact**: Starting from January 1, 2026, individuals selling homes held for over 2 years will be exempt from VAT, while those held for less than 2 years will be taxed at a 3% levy rate. This policy will reduce the cost of housing sales, stimulate housing consumption, and promote the activity of the second - hand housing market [7][8]. Metals Copper - **Supply - side**: The 2026 copper concentrate long - term benchmark price TC is set at $0/ton, and policies may lead to structural changes in the smelting industry [9]. - **Demand - side**: The long - term consumption recovery expectation is strong, especially driven by emerging industries such as computing power centers. However, high prices may suppress domestic demand [9][10]. - **Trading Strategy**: Short - term price adjustments are good entry points for long - term buying [10]. Glass - **Short - term Drivers**: Environmental protection issues in Hubei may lead to production cuts, the 01 contract's position - to - warrant ratio is unfavorable to shorts, and low prices in Hebei have stimulated market stocking [11]. - **Medium - term Outlook**: The market may fluctuate due to high inventory levels and weakening basis [11]. Live Pigs - **Market Situation**: In late December, there was a structural shortage of pigs, but the overall inventory change was small. The price increase in late December led to re - stocking, and the pressure will be postponed to January [12]. - **Supply and Demand in January**: The group's January sales plan may be slightly reduced, but the need to avoid selling during the Spring Festival will increase supply pressure. Demand in January may not increase significantly, and prices are expected to rise weakly [12]. Other Metals - **Gold**: Inflation is moderately falling [14]. - **Silver**: It is in a high - level adjustment [14]. - **Zinc**: It shows a fluctuating and strengthening trend [14]. - **Lead**: Inventory increases are pressuring prices [14]. - **Tin**: Supply has been disrupted again [14]. - **Aluminum**: It shows a strengthening and fluctuating trend [14]. - **Alumina**: It continues to be at the bottom [14]. - **Cast aluminum alloy**: It follows the trend of electrolytic aluminum [14]. - **Nickel**: There is a game between capital and industrial forces, and attention should be paid to the emergence of structural opportunities [14]. - **Stainless steel**: The fundamentals limit its elasticity, and attention should be paid to Indonesian policy risks [14]. Chemicals - **PX, PTA**: They are in a high - level fluctuating market. PX supply is increasing while demand is decreasing, and PTA supply is recovering while downstream profits are being squeezed [69][72][73]. - **MEG**: The upside space is limited, and it still faces medium - term pressure. Although there are expectations of load reduction, the inventory accumulation pattern is difficult to change [69][74]. - **Rubber**: It shows a wide - range fluctuation [75]. - **Synthetic rubber**: It is falling from a high level [78]. - **LLDPE**: The upstream inventory is transferred, and the basis is stable [81]. - **PP**: Multiple PDH units are planned to be overhauled in January, and the market is stabilizing and fluctuating [84]. - **Caustic soda**: Attention should be paid to the delivery pressure in January. The market is characterized by high production and high inventory [87][89]. - **Paper pulp**: It shows a fluctuating and strengthening trend [93]. - **Methanol**: It is strong in the short - term [102]. - **Urea**: The fluctuation center is moving up [107]. - **Styrene**: It shows short - term fluctuations [111]. - **Soda ash**: The spot market has little change [116]. - **LPG**: The CP in January is at a high level, and the night - session price has made up for the increase [118]. - **Propylene**: The spot supply and demand are tightening, and there is an expectation of a stop - falling and rebound [118]. - **PVC**: It shows a weak and fluctuating trend. The high - production and high - inventory structure is difficult to change in the short - term [126][128]. Energy - **Fuel oil**: It is in a narrow - range adjustment and may remain strong in the short - term [129]. - **Low - sulfur fuel oil**: The night - session price has fallen, and the spot price difference between high - and low - sulfur fuels is temporarily stable [129]. Shipping - **Container Freight Index (European Line)**: It is fluctuating at a high level. The key issues for the 2602 contract are the height of freight rates, the inflection point time, and the rate of price decline. For the 2604 contract, shorting at high prices has a relatively high probability of winning [131][141][142][143]. Agricultural Products - **Short - fiber, Bottle - chip**: They are fluctuating at a high level [145]. - **Offset - printing paper**: It is advisable to wait and see [148]. - **Pure benzene**: It shows short - term fluctuations [153]. - **Palm oil**: It has a short - term rebound, but the driving force is weak [156]. - **Soybean oil**: It moves within a range, and attention should be paid to the month - spread opportunities [156]. - **Soybean meal**: It fluctuates, and holiday risks should be avoided [163]. - **Soybean**: It is advisable to be cautious and wait and see before the festival [164]. - **Corn**: Attention should be paid to the spot market [167]. - **Sugar**: It is running weakly [171]. - **Cotton**: It maintains a fluctuating and strengthening trend [176]. - **Eggs**: They show short - term fluctuations [181]. - **Live pigs**: Contradictions continue to accumulate, and the price is strong before the festival [184]. - **Peanuts**: Positions are being reduced before the festival [189].

全国农业农村厅 局长会议召开_ 南方+_南方plus 12月30日，全国 农业农村厅局长 会议在京召开， 农业农村部党组 书记、部长韩俊 出席会议并讲 话。会议强调， 要以习近平新时 代中国特色社会 主义思想为指 导，深入贯彻党 的二十大和二十 届历次全会精 神，全面贯彻习 近平总书记关 于"三农"工作的 重要论述和重要 指示精神，认真 落实中央经济工 作会议、中央农 村工作会议部 署，锚定农业农 村现代化，深入 学习运用"千万 工程"经验，扎 实推进乡村全面 振兴，加快建设 农业强国，全力 做好明年和今后 一个时期农业农 村工作，奋力开 创农业农村现代 化新局面。 会议指出，2025 年，各级农业农 村部门深入学习 贯彻习近平总书 记重要指示精 神，落实党中 央、国务院决策 部署，坚决扛牢 政治责任，扎实 有力推进乡村全 面振兴和农业强 国建设重点工 作，保持了农业 农村稳中有进、 稳中向好的势 头，为应对风险 挑战、推动经济 社会高质量发展 提供了基础支 撑。农业综合生 产能力进一步提 升，粮食产量再 创历史新高，连 续2年稳定在1.4 万亿斤以 上，"菜篮子"产 品供给充足、种 类多样，粮食安 全根基进 ...

"本次会议的一大鲜明变化，是将此前的'粮食稳产保供'表述升级为'稳定粮油生产'，这一全新提法精准 契合我国农产品供给的现实需求。当前我国种植业产品进口中，油料作物及相关制品的进口体量远超粮 食，大豆、食用油等油料品类的对外依存度偏高，这也是此次政策将'油'与'粮'并列的核心原因。"孔祥 智说。 国家粮食安全战略研究院院长程国强认为，在耕地资源硬约束下，提升单产是突破增产瓶颈的关键路 径。要着力实施新一轮千亿斤粮食产能提升行动，聚焦水稻、小麦、玉米、大豆等主要作物，集成推广 高产技术模式。 会议还提出，加强农业关键核心技术攻关和科技成果高效转化应用，因地制宜发展农业新质生产力。 西南财经大学教授吴垠对上海证券报记者说，发展农业新质生产力是解决传统农业生产效率低、资源浪 费、环境压力大等问题的关键路径，也是实现粮食安全的重要抓手。要加快推进高水平农业科技自立自 强，在紧盯世界科技前沿、坚持产业急需导向的基础上，以创新性实践激活要素潜能，以系统性思维破 解体制机制障碍，为农业农村现代化注入动能。 统筹建立常态化防止返贫致贫机制 中央农村工作会议12月29日至30日在北京召开。会议讨论了《中共中央、国务院关于锚定农业 ...

扎实推进乡村全面振兴 习近平总书记指出："农业农村工作，说一千、道一万，增加农民收入是关键。"做好"三农"工 作，必须提高强农惠农富农政策效能，促进粮食等重要农产品价格保持在合理水平，千方百计促 进农民稳定增收。要健全种粮农民收益保障机制，促进农民工稳岗就业，培育壮大县域富民产 业。要持续巩固拓展脱贫攻坚成果，把常态化帮扶纳入乡村振兴战略统筹实施，强化开发式帮 扶，增强内生动力，守牢不发生规模性返贫致贫底线。 建设美丽家园、过上美好生活，是亿万农民的期盼和向往。要学习运用"千万工程"经验，因地制 宜推进宜居宜业和美乡村建设，统筹优化乡村国土空间布局，加快补齐农村现代生活条件短板， 创造乡村优质生活空间。要提升乡村治理和文明乡风建设水平，做好农村基层组织换届选举，提 高党建引领乡村治理效能，深入实施文明乡风建设工程，持续推进农村移风易俗。要坚持和发展 新时代"枫桥经验"，及时化解各类矛盾纠纷，让农村既充满活力又稳定有序。 强国必先强农，农强方能国强。农业农村现代化是新时代"三农"工作的总目标，是一项重大而紧 迫的战略任务。让我们更加紧密地团结在以习近平同志为核心的党中央周围，深入贯彻落实习近 平总书记关于"三农 ...

12月29日至30日，中央农村工作会议在北京召开。这次重要会议研究部署了哪些农业农村重点工作？河 南下一步如何发力？记者第一时间采访了有关专家，深入解读会议精神。 夯实粮食安全"压舱石" 保障粮食和重要农产品稳定安全供给始终是建设农业强国的头等大事。中央农村工作会议指出，要稳定 粮油生产，加力实施新一轮千亿斤粮食产能提升行动，推动粮食品种培优和品质提升。河南农业大学教 授、农业农村部小麦专家指导组和防灾减灾专家指导组顾问郭天财认为，河南作为全国第二粮食生产大 省、第一小麦生产大省，在保障国家粮食安全中具有举足轻重、不可替代的战略地位，必须牢记嘱托、 勇担使命，以实际行动落实党中央决策部署，在新一轮千亿斤粮食产能提升行动中勇担重任。要毫不放 松抓实抓好粮食生产，聚焦粮油大面积单产提升这个核心目标，统筹推进良田、良种、良机、良法"四 良"深度融合，全面提升粮食综合生产能力和质量效益。同时，要大力发展科技农业、绿色农业、质量 农业、品牌农业，持续擦亮粮食生产"河南名片"。 智慧气象赋能现代化农业 智慧气象是现代农业发展的重要保障，中央农村工作会议明确，强化气象监测预报预警，增强农业防灾 减灾能力。河南省气象科学研究 ...

近年来，我国健全补贴、价格、保险"三位一体"支持政策体系，稳住了农民种粮的基本收益。数据显 示，"十四五"时期，农民收入保持了较快增长，2024年农村居民人均可支配收入达到23119元，城乡居 民收入的倍差逐步缩小。 （来源：经济参考报） "今后提升农业综合生产能力和质量效益，还要进一步优化产能结构，主攻单产与关键品种。在牢牢巩 固口粮绝对安全的前提下，增产重心将转向供需缺口较大的玉米、大豆等紧缺品种，并稳步扩大优质饲 草料供给。"程国强表示，实现路径在于深入实施大面积单产提升行动，将科技潜力转化为现实产量。 同时，强化科技内核，发展农业新质生产力，加强农业关键核心技术攻关与高效转化应用，推动生物育 种等前沿技术突破。 在提升农民收入方面，会议强调，要千方百计促进农民稳定增收，健全种粮农民收益保障机制。统筹做 好外出务工服务保障和返乡就业创业扶持，促进农民工稳岗就业。培育壮大县域富民产业，拓展农民参 与产业发展渠道和方式，健全联农带农机制。 程国强表示，此次会议强调"统筹建立常态化防止返贫致贫机制""健全常态化帮扶政策体系"，意味着帮 扶政策体系从"特惠"转向"常态"，工作重心从"攻坚"转向"治理"。这确保了 ...

产能提升 常态帮扶 空间提质 专家解读2026年"三农"工作三大亮点 "本次会议的一大鲜明变化，是将此前的'粮食稳产保供'表述升级为'稳定粮油生产'，这一全新提法精准 契合我国农产品供给的现实需求。当前我国种植业产品进口中，油料作物及相关制品的进口体量远超粮 食，大豆、食用油等油料品类的对外依存度偏高，这也是此次政策将'油'与'粮'并列的核心原因。"孔祥 智说。 国家粮食安全战略研究院院长程国强认为，在耕地资源硬约束下，提升单产是突破增产瓶颈的关键路 径。要着力实施新一轮千亿斤粮食产能提升行动，聚焦水稻、小麦、玉米、大豆等主要作物，集成推广 高产技术模式。 会议还提出，加强农业关键核心技术攻关和科技成果高效转化应用，因地制宜发展农业新质生产力。 西南财经大学教授吴垠对上海证券报记者说，发展农业新质生产力是解决传统农业生产效率低、资源浪 费、环境压力大等问题的关键路径，也是实现粮食安全的重要抓手。要加快推进高水平农业科技自立自 强，在紧盯世界科技前沿、坚持产业急需导向的基础上，以创新性实践激活要素潜能，以系统性思维破 解体制机制障碍，为农业农村现代化注入动能。 中央农村工作会议12月29日至30日在北京召开。会 ...

据新华社 会议强调，要加强党对"三农"工作的全面领导，提高各级党政干部抓"三农"工作本领，强化乡村振兴责 任制落实，扎实推动各项任务落地见效。树立和践行正确政绩观，自觉按规律办事，充分激发干事创业 活力，推动乡村全面振兴取得新进展、农业农村现代化再上新台阶。 12月29日—30日，中央农村工作会议在北京召开。 会议强调，农业农村现代化关系中国式现代化全局和成色，必须加快建设农业强国。要稳定粮油生产， 加力实施新一轮千亿斤粮食产能提升行动，推动粮食品种培优和品质提升。加强水利基础设施建设，强 化气象监测预报预警，增强农业防灾减灾能力。促进"菜篮子"产业提质增效，提升多元化食物供给能 力。加强耕地保护和质量提升，严守耕地红线，分区分类高质量推进高标准农田建设。加强农业关键核 心技术攻关和科技成果高效转化应用，因地制宜发展农业新质生产力。要统筹建立常态化防止返贫致贫 机制，健全常态化帮扶政策体系，接续支持欠发达地区发展，持续巩固拓展脱贫攻坚成果。要千方百计 促进农民稳定增收，健全种粮农民收益保障机制。统筹做好外出务工服务保障和返乡就业创业扶持，促 进农民工稳岗就业。培育壮大县域富民产业，拓展农民参与产业发展渠道和方 ...