2024年2月，在天津走进桂发祥十八街麻花、果仁张等"老字号"，总书记提出"各级党委和政府要加 强节日期间民生商品的产销保供，确保数量充足、品类丰富、质量可靠"；2025年1月，来到沈阳大东副 食品商场，总书记察看多家店铺，详细了解节日期间市场供应情况；此次北京考察，总书记专门来到隆 福寺街区，了解丰富节日市场供应等情况……"过年团圆更要让大家吃得好、吃得健康"是一以贯之的牵 挂。 "我们一定要想方设法、群策群力，尽快让乡亲们过上好日子。"总书记在阜平发出了脱贫攻坚的动 员令。 将实现"两不愁三保障"作为脱贫的基本要求和核心指标，坚持因地制宜选准产业发展特色种植，党 中央把解决群众温饱作为脱贫攻坚的关键着力点，将"民以食为天"的朴素期盼，转化为安稳生活的坚实 底气。 随着时代发展，老百姓生活水平不断提高。习近平总书记从更好满足人民美好生活需要的高度出 发，关切食物营养品质，推动丰富百姓餐桌。 "老百姓的食物需求更加多样化了，这就要求我们转变观念"，习近平总书记提出"大食物观"，要求 向耕地草原森林海洋、向植物动物微生物要热量、要蛋白，全方位多途径开发食物资源。 一方面在生产端推动构建多元化食物供给体系，一方面 ...

（原标题：越南Uniland集团在利比里亚启动重大水稻投资项目） 利比里亚《每日观察家报》2月3日报道：在利比里亚农业领域的一项重大进展中，越南Uniland集 团通过其利比里亚子公司Unifarm Liberia，已在投资试点阶段前确定了项目地点。位于邦州的萨拉拉被 选为项目核心区，将建设农场、行政办公室和一座计划中的加工厂。该项目以50公顷水稻种植试点起 步，未来可能扩展到其他高产地区。利比里亚农业部长等政府官员为项目促成发挥了关键作用，当地居 民也热情欢迎并自愿提供了土地。农业部的土壤测试证实该地土壤肥沃，适合水稻等作物种植。双方投 资协议谈判始于2025年3月，设备预计很快抵达以启动运营。项目应用越南农业技术，首批水稻计划于 今年5月种植，预计三个月后即可收获。此举旨在提升利比里亚的主粮产量，减少对进口大米的依赖， 并有望推动该国实现大米自给甚至出口，是博阿凯总统政府"AAID"包容性发展议程中解决粮食安全挑 战的关键一步。当地社区期待该项目能显著提振经济活力，促进减贫和民生改善。 ...

Core Insights - Liberia has finalized its National Palm Oil Policy, marking a significant step towards modernizing and regulating the agricultural sector [2] Group 1: Policy Objectives - The policy aims to establish a fair, transparent, and sustainable regulatory framework for the palm oil industry, addressing the long-standing lack of clear rules [2] - Key components include the establishment of a reasonable and transparent pricing mechanism for farmers, enhancement of seedling, processing, packaging, and oil quality standards [2] - The policy outlines obligations for large-scale producers and franchisees, such as paying royalties, to ensure the industry contributes to national revenue and economic growth [2] Group 2: Impact on Stakeholders - The policy is designed to protect small farmers from price volatility, weak quality control, and insufficient market protection [2] - It establishes rules for "fair competition" that protect farmers, guide investors, and ensure substantial contributions to national development [2] Group 3: Alignment with National Goals - The policy aligns with the President's "AAID" agenda, which focuses on enhancing food security, promoting responsible investment, and expanding rural livelihood opportunities [2] - Liberia is actively engaging in agricultural diplomacy through platforms like the African Coffee Organization to enhance its position in commodity markets [2]

Core Viewpoint - The modernization of agriculture and rural areas is crucial for the overall modernization of China, with a focus on addressing the "three rural issues" as a top priority for the government [2][18]. Group 1: Food Security and Agricultural Production - Ensuring national food security is a top priority, with a target of stabilizing grain production at around 1.4 trillion jin by 2026, emphasizing quality and efficiency [4]. - The government aims to maintain stable grain planting areas while enhancing yield per unit area through a new round of actions to increase grain production capacity [4][5]. - There is a need to optimize agricultural production structures and promote the cultivation of high-quality grain varieties, particularly focusing on increasing soybean production to address food security gaps [4][5]. Group 2: Agricultural Capacity and Technology - Strengthening farmland protection and improving soil quality are essential for sustainable agricultural production [5]. - Enhancing agricultural technology and innovation is critical, with a focus on integrating technology into agricultural practices and promoting the use of advanced machinery [5]. - Establishing a robust agricultural disaster prevention and mitigation system is necessary to improve resilience against extreme weather events [5]. Group 3: Rural Development and Poverty Alleviation - A mechanism for preventing poverty and ensuring assistance is to be established, focusing on early identification and intervention for those at risk of falling back into poverty [8][9]. - The government emphasizes the importance of industry support for sustainable development, with a focus on long-term growth rather than short-term fixes [9]. - Continuous support for underdeveloped areas is necessary, with a focus on infrastructure development and enhancing public services [9][10]. Group 4: Rural Infrastructure and Living Conditions - Improving rural infrastructure and public services is vital for enhancing the quality of life in rural areas, including better access to education, healthcare, and utilities [13]. - The integration of various industries, such as agriculture, tourism, and culture, is encouraged to create a more diverse and resilient rural economy [12][13]. Group 5: Governance and Policy Implementation - Strengthening the leadership of the Communist Party in rural work is essential for effective policy implementation and coordination [18][20]. - There is a need for tailored approaches to rural governance that consider local conditions and promote farmer participation in decision-making [20]. - Continuous training and capacity building for rural officials are necessary to enhance their ability to implement agricultural and rural policies effectively [20].

Core Insights - The article discusses China's efforts to reduce dependence on foreign agricultural products to ensure food security for its 1.4 billion population [1][3] - It highlights advancements in agricultural technology and policy initiatives aimed at increasing domestic production [2] Group 1: Agricultural Independence - China aims to decrease reliance on imported soybeans by developing higher-protein corn varieties, targeting a reduction of soybean meal usage in livestock feed to 10% by 2030 [1] - The country has approximately 75% of the arable land of the U.S. but four times the population, necessitating increased productivity per acre [1] Group 2: Technological Advancements - Significant investments in agricultural R&D have been made, with public sector spending from 2019 to 2021 being about twice that of the U.S. [2] - By 2022, China began to industrialize first-generation biobreeding, resulting in a 10% increase in corn yield [2] - Projections indicate that China's corn imports will drop to 2.65 million tons by 2025, significantly lower than the nearly 30 million tons peak in 2022 and 2023 [2] Group 3: Infrastructure and Market Access - The integration of farms with the internet and high-speed rail has improved access for urban consumers, supported by government efforts to reduce rural poverty and enhance social stability [2] - E-commerce platforms are expanding into rural markets, and technology companies are establishing businesses around agricultural drones [2]

在南朗街道冲口 村，田间一派繁 忙景象，近300 亩的农田里5台 挖掘机轰鸣作 业，将农田排灌 沟渠内淤积的泥 土杂草逐一挖 出，排灌沟渠重 新变得宽敞畅 通。村干部、村 民和农险专员齐 心协力，挥锹铲 土、清运杂物， 沃田间涌动着备 耕热潮。冲口村 党总支书记梁婉 萍介绍，当前村 里正抢抓农时， 统筹组织发动群 众，有序推进清 淤通渠、整地、 育秧等各项工 作，全力做好早 稻生产准备。 省农业农村厅赴 中山调研指导： 不误农时 抓实 春耕备耕_南方 +_南方plus 人勤春来早，备 耕正当时。为贯 彻落实省委农村 工作会议精神， 2月11日，省农 业农村厅党组书 记、厅长刘棕会 到中山市南朗街 道实地调研指导 春耕备耕工作。 中山市委副书 记、市长尹念红 参加调研。 中山南朗街道冲口村干群热火朝天开展春耕备耕各项工作。 农田排灌沟渠是 保障粮食生产 的"毛细血管" 。 利用冬春农闲季 进行农田沟渠修 复整治，是广东 夯实"十五五"开 局之年粮食安全 压舱石的重要抓 手，通过清淤疏 浚、加固修复、 打通 "断头渠" 等举措破解农田 水利"中梗阻" ， 同时压实管护责 任、建立多元投 入机制，为农田 旱能灌、涝 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 气候变化、粮食安全和资本流向，正以前所未有的速度交织在一起，成为一个彼此牵动的系统性挑战：极端天气不断改写农业生产条件，营养不良和粮食可 获得性压力持续上升，而资金配置是否高效，很大程度上决定了转型能否更快、更公平地推进。 围绕这一关键命题，气候债券倡议组织（CBI）首席执行官 Sean Kidney，与世界农业科技创新大会（WAFI）创始人兼咨询委员会执行主席、中国农业大学 全球食物经济与政策研究院院长、国际农业研究磋商组织（CGIAR）董事樊胜根教授，在中国北京展开了一场深入务实的交流。 对话围绕四点展开：提升粮食体系韧性、协同推进营养与发展目标、识别并定价气候风险、推动农食体系投资从"讲理念"转向"看结果"，形成可衡量、可复 制、可规模化的影响。 肖恩：当前农食系统正承受多重压力。在您看来，最紧迫的挑战是什么？对投资者而言，哪些方向最值得优先关注？ 樊胜根：当前我们面临的是多重挑战，但 ...

Industry Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Outperform the Market" [1] Core Insights - The report emphasizes the importance of modernizing agriculture while ensuring stable production as a shield for food security. The 2026 Central Document sets a target for grain production to remain around 1.4 trillion jin, highlighting the need for quality and efficiency improvements in agricultural production [4][6] - The focus on breeding has shifted from research to industrial application, indicating a faster pace in the commercialization of biobreeding technologies [4] - Comprehensive regulation of the livestock industry is emphasized, with a shift from monitoring pig production capacity to a more integrated approach across the entire supply chain [4][8] Summary by Relevant Sections Industry Overview - The closing index for the industry is 2936.45, with a 52-week high of 3158.8 and a low of 2448.98 [1] Key Policy Developments - The 2026 Central Document outlines six key areas for agricultural and rural modernization, including enhancing agricultural production capacity, promoting stable income for farmers, and innovating institutional mechanisms [3][4] Investment Recommendations - In the seed industry, the report suggests focusing on companies with strong breeding advantages such as Longping High-Tech, Denghai Seeds, and Shennong Seeds due to the anticipated restructuring and increased market concentration [6] - For the livestock sector, it recommends monitoring leading companies like Muyuan Foods and Wens Foodstuffs, as there is still room for production capacity adjustments [8] - The report highlights the potential benefits for smart agricultural machinery and related industries due to the emphasis on developing new agricultural production capabilities [8]

2月3日，今年中央一号文件公开发布，为做好"三农"工作提供行动指引。2月4日，国务院新闻办举 行新闻发布会，中央财经委员会办公室分管日常工作的副主任、中央农村工作领导小组办公室主任韩文 秀，中央财经委员会办公室副主任、中央农村工作领导小组办公室副主任祝卫东介绍有关情况。 "中央一号文件坚持立足当前和着眼长远相结合，既突出年度性，部署2026年必须完成的任务，又 明确'十五五'乃至更长一个时期的战略性、方向性要求。坚持目标导向和问题导向相结合，围绕解决农 民群众急难愁盼，集成推出了务实管用、有含金量的政策举措，着力办好一批民生实事。"韩文秀表 示。 问 当前我国粮食安全整体情况如何？下一步如何巩固提升粮食安全保障能力？ 韩文秀表示，要紧抓粮食生产，持续稳面积、提单产，促进良田良种良机良法集成增效，推进粮油 作物大面积提单产，确保粮食产量稳定在1.4万亿斤左右。要推动产能提升，加力实施新一轮粮食产能 提升行动，全方位夯实粮食生产的根基，严守耕地红线，严格耕地占补平衡管理，分区分类推进高标准 农田建设，提升农业科技创新效能。 近两年，我国每年因各种自然灾害农作物受灾面积高达1000多万公顷。"要把农业防灾减灾体系建 ...

从资源禀赋看，我国农业生产资源总量较大，但人均占有量低，资源约束明显。我国人均耕地面积 不足世界平均水平的40%，而且耕地"非农化""非粮化"问题仍然存在。同时，我国又是一个缺水的国 家，人均水资源量仅为世界平均水平的四分之一，国内淡水资源分布极不均匀，大量淡水资源集中在南 方，北方淡水资源只有南方的四分之一，全国约50%的国土面积年降雨量低于400毫米。人多地少、大 国小农是我们的国情、农情。我们既没有一些国家大机械、大农场的先天优势，更不像一些小国可以依 靠国际市场解决吃饭问题，必须牢牢端稳粮食饭碗，把提升农业综合生产能力和质量效益作为主攻方 向。 从国家安全看，粮食事关国运民生，粮食安全是国家安全的重要基础。习近平总书记指出，"如果 我们端不稳自己的饭碗，就会受制于人""只有把牢粮食安全主动权，才能把稳强国复兴主动权"。世界 大国及地区性强国，谷物自给率都非常高，甚至可以实现完全自给。联合国粮农组织数据显示，2024年 美国稻谷小麦玉米三大作物和大豆产量合计5.6亿吨、出口1.39亿吨，俄罗斯三大作物产量和出口量分别 为0.98亿吨和0.35亿吨。供给保障强是农业强国的重要特征之一。我们必须把保障粮食和 ...