Core Viewpoint - The article highlights the advancements in citrus breeding technology that have led to the development of more flavorful and nutritious citrus varieties, transforming the market availability of fresh citrus fruits throughout the year [2][3]. Group 1: Citrus Breeding Technology - Traditional breeding methods involve selecting superior plants from various regions, followed by cross-pollination and extensive evaluation of hybrid offspring to identify desirable traits [2]. - Advanced techniques such as embryo grafting have significantly reduced the time required for hybrid varieties to flower and bear fruit, shortening the breeding cycle to just three to five years [2]. - The development of genomic and phenomic technologies has led to the creation of a citrus "chip," which allows for the identification of over 40,000 core genetic markers from more than 300 representative citrus germplasm resources [2][3]. Group 2: Genetic Editing and Future Prospects - The citrus breeding process has been enhanced by gene editing technologies, specifically the CRISPR-Cas9 system, which allows for precise modifications of genetic material to improve traits such as disease resistance and fruit quality [3][4]. - Theoretically, it is possible to concentrate desirable traits such as high sweetness, juiciness, vitamin content, and high yield into a single variety, although these new varieties are currently limited to laboratory research and not yet available in the market [4]. - With the support of new technologies, the industry anticipates the continuous introduction of tastier and healthier citrus varieties, enhancing consumer experience [5].

Group 1 - The article highlights the advancements in agricultural technology in Heyuan, focusing on the implementation of smart farming practices and the cultivation of high-quality crops such as "space rice" and local potato varieties [1][4][6] - The Wanlv Smart Unmanned Farm has achieved full mechanization across 5,200 acres of rice fields, requiring only six workers for daily management, with 1,500 acres demonstrating fully automated operations [9][10][11] - The Guangdong Zhaohua Seed Industry Co., Ltd. is leading efforts in rice breeding, having developed a new variety "Huahang Xiangyin" that has been recognized as a super rice variety for 2025, with plans to plant 250,000 acres in 2024 and generate sales of 9 million yuan [17][18][19] Group 2 - The article discusses the establishment of a potato breeding base in the Lighthouse Basin, which aims to solve the issue of transporting seed potatoes from northern regions to Guangdong, thus enhancing local production capabilities [30][34][36] - The base has successfully cultivated 800 million micro potatoes, which are expected to be used for large-scale planting in the upcoming winter season, contributing to the high-quality development of the potato industry in the province [41][51][52] - The article also mentions the establishment of a modern agricultural complex by Dongrui Co., which combines traditional breeding methods with advanced genetic selection, producing a significant number of breeding pigs and poultry [56][58][70] Group 3 - The article outlines the growth of the pig and poultry breeding industry in Heyuan, with several companies achieving national and provincial recognition for their breeding programs, including the establishment of a state-level core breeding farm [60][61][70] - The Guangdong Huifeng Agricultural Technology Co., Ltd. is investing over 400 million yuan in a poultry breeding base, expected to supply over 4 million quality poultry seedlings annually, with a projected annual output value of around 200 million yuan [70][72][73] - The article emphasizes the importance of protecting and utilizing genetic resources in agriculture, with ongoing efforts to collect and preserve various agricultural species to support innovation in breeding [83][84][88]

Group 1 - The core viewpoint of the articles highlights the successful development and commercialization of the "Huahang Xiangyin Zhen" rice variety, which has high yield, good taste, and disease resistance, significantly benefiting local farmers [1][2]. - The "Huahang Xiangyin Zhen" rice variety has achieved a yield of 720 kg per mu, meeting the standards set by the Ministry of Agriculture and Rural Affairs for the 2025 super rice variety [1]. - The breeding process has been transformed from traditional methods to a data-driven approach utilizing big data and artificial intelligence, significantly improving breeding efficiency and precision [2][3]. Group 2 - The breeding cycle for the "Huahang Xiangyin Zhen" rice variety has been reduced to 4 years, compared to the traditional 8-10 years, due to the implementation of smart breeding techniques [2]. - The high-throughput biological data analysis platform acts as a "digital engine" in modern breeding processes, bridging the gap between traditional experience-based breeding and smart breeding [3]. - The collaboration between South China Agricultural University and enterprises has led to the establishment of a platform that accelerates breeding innovation through data analysis [1][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， ...

Core Points - The Ministry of Agriculture and Rural Affairs has issued measures to strengthen the full-chain management of crop varieties, aiming to address the issue of variety homogenization and cultivate breakthrough new varieties to ensure the supply of important agricultural products [1][2] - A special action for enhancing variety management will commence in 2025, with a target to achieve substantial progress in resolving variety homogenization within three years [1] Group 1: Genetic Resource Improvement - The measures propose accelerating the utilization of improved genetic resources, focusing on crops such as soybeans, corn, rice, wheat, rapeseed, and peanuts [1] - A high-throughput resource identification platform will be established, with precise identification of soybean and corn resources to be completed by the end of 2025 [1] - The plan includes advancing the corn genetic resource improvement program and initiating improvement plans for soybeans and rapeseed [1] Group 2: Breeding Innovation - The measures emphasize the importance of breeding innovation, promoting major agricultural science and technology projects, and focusing on enhancing the yield of grain and oil crops [1] - There will be a push for the selection of breakthrough high-quality varieties and optimization of the evaluation mechanism for scientific breeding results [1] - A special work plan for the research and promotion of major breakthrough varieties will be developed to ensure seamless integration of scientific achievements with industrial applications [1] Group 3: Strict Regulation of Variety Trials - The measures will enforce stricter regulations on crop variety trials, including regular rectification of self-conducted trials and severe penalties for fraudulent activities [2] - There will be a rigorous review of the qualifications of participating varieties and trial entities, enhancing the requirements for trial participation [2] - The measures stress the importance of verifying the source of varieties and improving the acceptance norms for approval applications, with applications lacking clarity on sources or breeding processes being rejected [2]

央视网消息：作为种业的重要组成部分，畜禽良种对畜牧业发展的贡献率超过了40%。随着消费者"有肉吃、吃好肉、吃得多样"的需求日益增长，实现优质 畜禽种源供给愈加迫切。肉牛种业是肉牛产业的"芯片"，只有培育出具有自主知识产权的肉牛品种，才能打破国外垄断，保障我国肉牛产业持续健康发展。 破局的关键力量在哪里？肉牛种业关键技术又如何实现从"跟跑"到"并跑"的跨越？ 在内蒙古通辽的一家育种企业，技术人员正通过胚胎移植技术，将优质种牛胚胎移植到受体母牛体内，使胚胎利用率大幅提升。 此外，肉牛智能化育种也正在快速发展。通过计算机视觉自动化性能测定系统，对肉牛"全身"三维重建，结合基因组数据库和联合育种体系，遗传评估的准 确性大幅提升。 目前，我国肉牛育种评估体系及平台建设稳步推进。数据显示，国家肉牛遗传评估中心已收集全国32个肉牛品种的100余万条数据，初步实现了肉牛常规遗 传评估，完成软件和硬件的国产化替代。 中国农业科学院牛遗传育种创新团队首席科学家 高会江 ：以基因组选择、基因编辑为代表的生物育种技术，使我们国家在肉牛育种的领域实现了部分对发 达国家的反超，例如具有完全自主知识产权的多品种肉牛基因检测芯片，市场占有率 ...

Core Viewpoint - The article highlights the journey of Shouxiangu, a leading company in the Chinese medicinal mushroom industry, under the leadership of Li Mingyan, emphasizing the integration of technology, standards, and digitalization in traditional Chinese medicine for future growth [2][7]. Company Development - Li Mingyan, the founder of Shouxiangu, has transformed the company into the first publicly listed entity in the Chinese lingzhi and dendrobium industry, showcasing over 40 years of research and development [2][4]. - The company has established international standards for traditional Chinese medicine, specifically for lingzhi and dendrobium, which have been adopted in over ten countries, including Japan and Australia [3][4]. Technological Innovation - Shouxiangu has developed a proprietary "four lows and one high" supersonic low-temperature airflow breaking technology, which enhances the extraction of effective components from lingzhi spores [4]. - The company has successfully cultivated 13 valuable medicinal mushroom varieties, including "XianZhi No. 1" and "XianHua No. 2," which have high active ingredient content [4]. Marketing and Branding - Shouxiangu has adopted modern marketing strategies, including sponsoring the Zhejiang swimming team, to enhance brand visibility and appeal to younger demographics [5][6]. - The company is focusing on digital transformation and new retail strategies to adapt to market changes and improve production quality [6]. Future Directions - Li Mingyan has set a vision for Shouxiangu to become a global benchmark in the lingzhi industry by continuously enhancing technological innovation and industry empowerment [7]. - The company is working on a digital platform that integrates IoT, genetic technology, and digital twin concepts to optimize agricultural practices and enhance product quality [6].

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 ...

Core Viewpoint - The introduction of 13 new peanut varieties by Guangdong Moyanghua Grain and Oil Co., Ltd. aims to enhance food security and address challenges in the southern peanut industry [4][5][10]. Group 1: New Varieties and Their Benefits - The new peanut varieties, including "Moyanghua No. 1" and "Moyanghua No. 2," were showcased at a demonstration meeting, highlighting their breeding achievements [2][4]. - "Moyanghua No. 1" has an oil acid content of 80.2%, while "Moyanghua No. 2" exhibits strong resistance to adverse conditions, including high temperatures and diseases [34][35]. - The average yield of the new varieties exceeds traditional ones by over 20%, with "Moyanghua No. 2" achieving a yield of 363 kg per mu even after four instances of flooding [36][37]. Group 2: Industry Challenges and Solutions - The southern peanut industry faces issues such as severe variety homogeneity, low research outcome conversion rates, and an incomplete industrial chain, which hinder high-quality development [19][20][21]. - Currently, less than 10% of the 102 peanut varieties registered in Guangdong are commercially operated, indicating a significant gap between breeding strength and industrialization [21][22]. Group 3: Company Strategy and Development - The company has established a comprehensive industrial chain that integrates breeding, planting, research, processing, and sales, aiming to enhance the entire peanut production process [46][47]. - The company invests over 10 million annually in research and development, ensuring the introduction of 1-2 new varieties each year [49]. - A collaborative model involving "company + cooperative + base + farmers" has been implemented to promote peanut cultivation across 170,000 mu in Guangdong and surrounding provinces [52]. Group 4: Future Plans and Collaborations - The company plans to build Guangdong's first modern peanut seed processing plant, focusing on high-value applications in food, health, and pharmacology [62][64]. - Experts suggest strengthening cooperation between science and industry to promote the marketization of high-quality varieties [67][68]. - The company aims to contribute to national food security and rural revitalization through high-quality development in the peanut industry [74][75].

Core Viewpoint - The article highlights the successful development and commercialization of the "Huahang Xiangyin Zhen" rice variety by South China Agricultural University, which has led to increased income for local farmers and is recognized as a super rice variety by the Ministry of Agriculture and Rural Affairs of China due to its high yield and disease resistance [1][2]. Group 1: Rice Variety Development - The "Huahang Xiangyin Zhen" rice variety achieves a yield of 720 kg per mu, making it a key product for local rice enterprises and contributing to farmers' income [1]. - The breeding process for this rice variety has been significantly accelerated, with the traditional breeding cycle of 8-10 years reduced to just 3-5 years, and specifically, the breeding cycle for "Huahang Xiangyin Zhen" was completed in 4 years [2]. Group 2: Technological Innovation in Breeding - South China Agricultural University is leveraging big data and artificial intelligence to innovate breeding processes, transforming traditional breeding methods into a data-driven approach [1][3]. - The high-throughput biological data analysis platform acts as a "digital engine" in modern breeding, bridging the gap between traditional experience-based breeding and smart breeding, thus enhancing research efficiency [3].