2026年中央一号文件如约而至，这一引人注目的文件，自党的十八大以来第十四次聚焦"三农"工作。 习近平总书记在主持"十五五"开局之年中央政治局首次集体学习时强调，新一轮科技革命和产业变革加 速演进，前沿技术不断涌现，引领和支撑未来产业快速崛起。 作为最古老、最传统的产业之一，面对"未来已来"的大潮，农业的未来又该是个什么样子？ 答案可从中央一号文件的顶层设计中觅得踪迹。在这14个中央一号文件里，"科技"这一理念，虽然每次 的表述不尽相同，但始终被放在显著位置。2013年的文件提出，加快用信息化手段推进现代农业建设； 2018年的文件强调，大力发展数字农业；2023年的文件则专门部署强化农业科技和装备支撑。2025 年"因地制宜发展农业新质生产力"被首次写入中央一号文件，今年则在这一提法基础上，增加了"促进 人工智能与农业发展相结合，拓展无人机、物联网、机器人等应用场景"的新表述。 今天是未来的起点，今天的努力也将为未来奠基。 近一周时间里，关于科技与农业的深度融合，多个省市密集发声：北京发布的2025年乡村振兴"成绩 单"里，首款可自动巡航杂交授粉育种机器人"吉儿"、首个农业领域具备千万量级知识资源的"奇稷" ...

（记者 曾健辉） 潍柴动力（000338.SZ）2月5日在投资者互动平台表示，公司持续推进AI农机与智慧农业的融合应用落 地。在智能农机领域，公司围绕智能驾驶、智能座舱和智能网联，构建覆盖农机全作业流程的AI能力 体系，实现作业环境感知、作业决策与精准控制，有效提升作业效率和作业质量，降低驾驶员劳动强 度；在智慧农业领域，公司以农业AI大模型为核心，融合人、农机、农情及作业数据，形成面向农业 生产管理的智慧农业系统，推动农业生产由经验驱动向数据和模型驱动转变，目前已在玉米、小麦等作 业场景中开展部分应用。 每经AI快讯，有投资者在投资者互动平台提问：公司的AI农机在智慧农业中具备哪些亮眼表现，农业 AI大模型是否以落地？ ...

Investment Rating - The report maintains a "Positive" investment rating for the agriculture, forestry, animal husbandry, and fishery industry [4] Core Insights - The 2026 Central Document emphasizes enhancing agricultural comprehensive productivity and quality efficiency, shifting focus from merely ensuring supply quantity and safety to a coordinated development of yield, capacity, and efficiency [1][9] - The document highlights the need for comprehensive regulation of pig production capacity and aims to promote balanced supply and demand in the livestock sector, particularly in beef and dairy industries [2] - There is a strong push for the commercialization of biological breeding and the integration of advanced technologies such as AI, drones, and IoT into agriculture, indicating a significant move towards smart agriculture [3][9] Summary by Sections Agricultural Production - The focus has shifted to enhancing agricultural comprehensive production capacity and quality efficiency, emphasizing the need for coordinated development of yield, capacity, and ecological production [9] Livestock Industry - The document calls for a strengthened comprehensive regulation of pig production capacity and aims to consolidate the recovery of the beef and dairy industries, with new measures to promote dairy consumption [2][9] Agricultural Technology - The report stresses the implementation of biological breeding initiatives and the integration of new agricultural productivity, with a focus on advancing smart agriculture through technology applications [3][9] Agricultural Products Circulation and Processing - There is a shift in policy focus from production to post-production processes, emphasizing market-oriented approaches to enhance the efficiency of the agricultural supply chain and increase farmers' income [9]

Core Insights - The third Xiong'an Future City scenario demand release has identified 61 smart agriculture scenario needs with an investment of 870 million yuan [1] Group 1: Smart Agriculture Scenarios - Smart agricultural equipment application scenarios include demands for intelligent harvesting and sorting of crops, unmanned farms, and intelligent orchard management proposed by companies like Zhongnong Wisdom (Xianghe) [1] - Digital intelligence agriculture scenarios involve requests for smart field management systems, digital twins of modern farms, intelligent detection of walnut crops, and crop growth models from companies such as Leting Agricultural Investment and State-owned Guyuan Pasture [1] Group 2: Facility Agriculture Scenarios - Facility agriculture scenarios focus on the consumption demand for "clean vegetables" and high-quality agricultural products in the Beijing-Tianjin region, with companies like Langfang Huimin Vegetables proposing needs for smart mushroom cultivation cabins, year-round shiitake mushroom production, integrated smart water and fertilizer systems, intelligent seedling cultivation for rice, and harmless treatment of chicken manure [1]

Investment Rating - The report maintains an "Overweight" rating for the Agriculture, Forestry, Animal Husbandry, and Fishery sector [2] Core Views - The central government emphasizes the acceleration of smart agriculture development, highlighting its importance in enhancing agricultural productivity and reducing costs [5][7] - The report identifies key investment opportunities in smart agriculture, seed technology, and pig farming capacity reduction, recommending companies such as Muyuan Foods, Wens Foodstuff Group, Donghai Seeds, and Longping High-Tech [7][8] Summary by Sections Smart Agriculture - The 2026 Central Document emphasizes the importance of smart agriculture, focusing on breeding and agricultural equipment innovation, including the use of AI, drones, IoT, and robotics [5][6] - Smart agriculture is viewed as a crucial factor for improving agricultural efficiency and productivity [5] Agricultural Trade - The report highlights the need for diversification in agricultural product imports and the cultivation of internationally competitive agricultural enterprises [6] - This strategy is deemed essential for stabilizing domestic food production amidst geopolitical tensions and trade frictions [6] Crop Production - The report sets a target for grain production to stabilize at around 1.4 trillion jin, with a focus on enhancing grain yield and quality [8] - It also mentions the need to improve the pricing policy for cotton and emphasizes the importance of increasing oilseed production [8] Livestock Industry - The report discusses the comprehensive regulation of pig production capacity and the recovery of the beef and dairy industries [9] - It predicts continued overcapacity in the pig supply chain, with investment opportunities arising from capacity reduction [9] Company Recommendations - Wens Foodstuff Group (300498 CH): Target price of 20.73, rated "Buy" [4][10] - Longping High-Tech (000998 CH): Target price of 12.77, rated "Buy" [4][10] - Muyuan Foods (002714 CH): Target price of 54.90, rated "Buy" [4][10] - Donghai Seeds (002041 CH): Target price of 12.06, rated "Overweight" [4][10]

央视网消息：这两天，江苏南京汤泉惠济南路老街年味渐浓，一场融合传统文化与硬核科技的迎新春活动正式启幕。 本次活动以"汤泉藏雅趣 泉畔宴知音"为主题，打造泉新游、赏年艺、逛灯会、品年味四大核心板块。活动现场更有机器人跨界助阵，提 笔为市民送"福"字。 在老街主路上的趣味市集里，糖画、捏面人等传统手工艺摊位前人头攒动。据了解，本次活动为期3天，还将组织老街亮灯仪式、皮影戏 演绎、放河灯等活动，让市民可以感受到浓浓的年味。 展览打破传统文物陈列模式，通过"静态文物+动态场景"，让观众瞬间"穿越"到热闹非凡的传统庙会。据了解，京津冀庙会文化展将展出 到4月5日。春节期间为满足文博爱好者的需求，除了除夕当天闭馆一天外，首都博物馆从初二到初七都将延时开放到19时，并安排多场专业讲 解和互动体验活动。 山东淄博：10万株蝴蝶兰绽放 年宵花市升温 春节脚步渐近，年宵花迎来销售旺季。山东淄博博山区的温室大棚里，近十万株蝴蝶兰竞相绽放，吸引了不少市民前来选购。 步入1.6万平方米的智能温室大棚，200多个品种的蝴蝶兰次第绽放，空气中弥漫着幽幽暗香。大棚内选购年宵花的市民络绎不绝，纷纷驻 足花丛间精心挑选。 北京：京津冀庙会文化展 ...

今日早参 2026 年 2 月 05 日 张继强 研究所所长、固收首席研究员 座机：13910012450 邮箱：zhangjiqiang@htsc.com 刘俊 电力设备与新能源行业首席研究员 座机：85293275834 邮箱：karlliu@htsc.com 姚雪梅 农林牧渔行业首席研究员 邮箱：yaoxuemei@htsc.com 樊俊豪 金控研究部负责人暨可选消费首席研 究员 邮箱：fanjunhao@htsc.com 今日热点 固定收益：沿着五大叙事与情绪钟摆找机会 近期市场波动明显加大，背后既受到资金和情绪钟摆的推动，又受到几大宏 观叙事的变化影响，具体包括：1）商品超级周期的演绎节奏和斜率；2）商 品涨价推动全球宏观象限或从复苏逐渐转向过热；3）流动性环境面临的扰 动与结构性机会；4）AI 链的分化是否会迎来收敛；5）春节前后的国内市场 的变化。配置策略上，短期市场波动率预计将维持高位，但市场情绪如钟 摆，在趋势未变的情况下，恐惧往往带来机会，同时关注宏观叙事变化背后 蕴含的趋势性机会。 风险提示：1）美国关税政策对经济的滞后效应；2）海外通胀超预期；3） 如果出口限制蔓延到长单，对中国月度消 ...

2月3日，《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》（以下简称《意 见》）正式发布。这是党的十八大以来，第14份指导"三农"工作的中央一号文件，也是"十五五"首个中 央一号文件。 粮食安全是"国之大者"，确保国家粮食安全是"三农"工作的底线任务。在提升农业综合生产能力和质量 效益方面，《意见》提出，稳定发展粮油生产。粮食产量稳定在1.4万亿斤左右。坚持产量产能、生产 生态、增产增收一起抓，加力实施新一轮千亿斤粮食产能提升行动，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。 与此同时，《意见》提出，因地制宜优化农业生产结构和区域布局，推动粮食品种培优和品质提升，实 施粮食流通提质增效项目，促进适销对路、优质优价。 总的来看，《意见》着眼于守牢国家粮食安全底线，强调要坚持产量产能、生产生态、增产增收三个一 起抓，对提升农业综合生产能力和质量效益作出了部署。在农业农村部农村经济研究中心主任赵长保看 来，一是保数量，要持续提升农业综合生产能力，稳定粮食播种面积，把粮油作物大面积单产提升作为 关键举措，牢牢掌握粮食安全的主动权；二是提质量，要加快农业发展方式转变，促进农产品供给品 ...

证券日报网讯2月4日，君逸数码（301172）在互动平台回答投资者提问时表示，海天数联作为公司控股 子公司，业务涵盖智慧农业领域，并中标过部分智慧农业相关项目，属于其业务范围内的正常经营活 动。目前该业务规模尚未达到信息披露标准，后续若有重大进展或订单突破，公司将严格按规则公告。 请投资者以公司在指定信息披露媒体披露的官方信息为准。 ...

Summary of Key Points from the Conference Call Industry Overview - **Agriculture Sector**: The focus is on enhancing the comprehensive regulation of pig production capacity, consolidating the relief achievements in beef and dairy industries, and promoting supply-demand balance and healthy development [1][5]. Core Insights and Arguments - **Livestock Industry**: - Emphasis on strengthening pig production capacity regulation and consolidating the relief of beef and dairy industries to ensure a balanced supply and demand [1][5]. - Introduction of multiple measures to promote dairy product consumption [2][6]. - **Crop Production**: - Stability in grain and oil production is prioritized, with efforts to enhance soybean production capacity and expand the production space for oilseed crops such as rapeseed, peanuts, and tea oil [3][7]. - Promotion of stable development in cotton, sugar, and natural rubber industries [4][8]. - **Seed Industry**: - Implementation of seed industry revitalization actions, accelerating the breeding and promotion of breakthrough varieties, and advancing the industrialization of biotechnology [9]. - **Agricultural Technology**: - Development of new agricultural productivity tailored to local conditions, integrating artificial intelligence with agriculture, and expanding application scenarios for drones, IoT, and robotics [10]. - **Agricultural Trade**: - Coordination between agricultural trade and production is encouraged, with a push for diversification in agricultural imports [11][12]. - Cultivation of internationally competitive agricultural enterprises and support for expanding exports of advantageous specialty agricultural products [13][14]. Additional Important Insights - **Investment Focus**: Attention is drawn to the effectiveness of livestock production capacity regulation, the cyclical reversal of beef and dairy industries, and the orderly advancement of seed industry revitalization [15]. - **Key Investment Targets**: Notable companies include YouRan Agriculture, Modern Animal Husbandry, Muyuan Foods, Wens Foodstuff Group, Dekang Agriculture, Longping High-Tech, and Denghai Seeds [16]. - **Smart Agriculture**: The company TopCloud Agriculture is highlighted as a noteworthy entity in the smart agriculture sector [17].