产量高、品质佳、抗性强……琼赣合作结新果—— 海垦豇豆新品种抢"鲜"出道 "这是我们与江西种企共同选育的新品种豇豆，不光品相秀美，还有产量高、品质佳、抗性强等优 点。"海南南繁种业集团有限公司旗下海南省农垦科学院集团有限公司蔬菜组负责人杨瑾介绍，该品种 名为"海垦豇豆王"，是针对本地产业痛点和市场需求，精心选育的潜力"选手"。 海南日报全媒体记者 邓钰 通讯员 陈永康 成宏斌 1月24日，三亚市崖州区，海南农垦南繁基地，一排排豇豆藤蔓舒展，饱满豆荚轻垂枝头，一派丰 收景象。 豇豆是我省冬季瓜菜的核心品类。然而，在多年种植中，豇豆品种结构较为单一，传统种植品种抗 逆性不足、病虫害较多，制约产业可持续发展。 近几年，依托种业资源，海南南繁种业集团组织旗下海垦科学院集团联合江西省玉丰种业有限公 司，精心培育出新一代豇豆新品种"海垦豇豆王"，推进南繁成果成功转化推广，从试验田走向百姓餐 桌。 "双方联合从2021年开始共同推进豇豆新品种选育。"杨瑾透露，2021年春季，双方在江西精选性状 优良的豇豆父母本配制杂交组合获得杂交种子。 最重要的是，它抗性更强，能够扛住低温挑战。传统品种豇豆通常在20℃至30℃的环境下生长 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

Investment Rating - The report does not explicitly state an investment rating for the agricultural sector, but it implies a cautious outlook on certain segments, particularly in livestock and planting industries, suggesting potential for recovery in the medium to long term [3][4][5][6]. Core Insights - The agricultural sector is experiencing mixed performance, with the livestock segment facing challenges due to supply-demand imbalances and price pressures, while the planting sector shows signs of stabilization amid potential price increases [3][4][5][6]. - The report highlights the importance of focusing on high-quality, low-cost enterprises in the livestock sector, particularly in pig farming, where there is potential for profit recovery as the market stabilizes [3][4][5]. - The planting industry is expected to benefit from government initiatives aimed at increasing crop yields and addressing supply chain disruptions caused by external factors [6][44]. Summary by Sections 1. Market Review - The agricultural index closed at 2923.59 points, with a weekly increase of 0.40%, underperforming compared to the Shanghai Composite Index [13][14]. 2. Key Data Tracking 2.1 Pig Farming - As of January 23, the national commodity pig price was 12.97 yuan/kg, with a weekly increase of 1.49%. The average weight of pigs at market was 128.89 kg, showing a slight increase [22][23]. - The report anticipates further price declines in the short term due to weak supply and demand, but a potential recovery in the second half of the year is expected as industry capacity reduces [3][4][22]. 2.2 Poultry Farming - The average price for white feather chickens was 7.50 yuan/kg, with a slight decrease of 1.19% from the previous week. The report notes that while profits are under pressure, there are signs of improvement in the yellow feather chicken market due to better demand [4][28][33]. 2.3 Livestock - As of January 16, live cattle prices in Shandong were 26.88 yuan/kg, reflecting a 0.67% increase week-on-week. The report suggests that beef prices may rise as the market enters a consumption peak [5][37][41]. - The dairy sector is also experiencing a reduction in capacity, with average purchase prices for raw milk at 3.03 yuan/kg, indicating a potential stabilization in prices moving forward [5][41]. 2.4 Planting Industry - Domestic corn prices were reported at 2265.71 yuan/ton, with a slight increase of 0.25%. The report indicates that the planting sector is stabilizing, with potential improvements if crop yields decrease significantly [6][43][44]. 2.5 Feed & Aquaculture - As of January 23, feed prices remained stable, with pig feed at 3.34 yuan/kg. Aquaculture prices showed some upward movement, particularly for shellfish [54][57].

Core Viewpoint - The 2025 Central Rural Work Conference emphasizes the importance of agricultural modernization for China's overall modernization, urging accelerated construction of a strong agricultural nation and promoting comprehensive rural revitalization [1] Agricultural and Rural Economic Development - Agricultural production shows steady growth, with the value added in agriculture, forestry, animal husbandry, and fishery increasing by 4.1% in 2025, contributing 0.3 percentage points to economic growth [2] - Grain production reached a new high in 2025, with a total output of 14,297.5 billion jin, an increase of 167.5 billion jin or 1.2% from the previous year, maintaining over 1.3 trillion jin for 11 consecutive years [2] Income and Consumption - Rural residents' per capita disposable income reached 24,456 yuan in 2025, with a nominal growth of 5.8% and a real growth of 6.0%, indicating a faster growth rate than urban residents [3] - The income gap between urban and rural residents continues to narrow, with the ratio of per capita disposable income decreasing from 2.50 in 2021 to 2.31 in 2025 [3] Agricultural Product Prices and Trade - Agricultural product prices have generally declined, with the overall agricultural product production price index down by 3.7% year-on-year in 2025 [4] - The total import and export value of agricultural products was $311.57 billion in 2025, a decrease of 2.1% year-on-year, with exports increasing by 1.2% to $104.16 billion [5] Agricultural Technology and Innovation - The mechanization level of crop farming reached 76.7% in 2025, with agricultural technology contributing 64% to agricultural growth [6] - The number of agricultural drones exceeded 300,000, significantly aiding in reducing pesticide usage by approximately 30% [7] Rural Infrastructure and Public Services - Rural infrastructure has improved, with a 96% coverage rate for tap water in rural areas and significant investments in rural construction projects [10] - The number of rural mutual aid elderly care facilities exceeded 140,000, and 97% of village health clinics are included in the medical insurance reimbursement system [11] Future Outlook - Agricultural value-added is expected to grow at a rate of 6.32% in 2026, with urban and rural residents' disposable income projected to increase by 4.4% and 7.79%, respectively [13] - Agricultural product trade is anticipated to maintain a growth trend, with exports expected to rise by 2.29% [14]

1月23日，陕西省种子协会在西安成立。当天，协会召开第一届会员大会，选举产生了首届理事 会、监事会。自此，陕西种业有了统一的综合性服务平台，行业发展将迈入资源整合、创新引领、自律 共治的新阶段。 陕西省种子协会是由省内从事农作物种子研发、生产、销售等种业相关企业单位自愿结成的全省 性、行业性、非营利社会团体。截至目前，协会已吸纳单位会员172家、个人会员93人，并组建了由15 位知名专家构成的咨询团队。协会成立后，将积极发挥桥梁纽带作用，强化行业协同，推动构建政府引 导、企业主体、科研支撑、市场运作的现代种业产业发展体系，加快推进陕西种业振兴。 协会将重点构建产学研合作平台，聚焦种业关键核心技术攻关和产业化应用，提升种业科研水平； 积极开展政策协调、市场服务与权益维护，助力企业增强竞争力；组织行业培训与技术推广，提升种业 产业化规模；推动行业标准统一与品牌建设，增强"陕西种子"市场竞争力，助力全省种业高质量发展。 农业现代化，种子是基础。在省农业农村厅、省民政厅等部门的指导与支持下，杨凌秦丰种业股份 有限公司作为主发起单位，联合陕西种业集团、陕西杨凌伟隆农业科技有限公司等14家省内知名种业企 业，历经近一年努 ...

农业农村部1月23日在京召开种业振兴行动部门工作协调机制会议。会议强调，"十五五"时期是种业振 兴"十年实现重大突破"目标任务的攻坚阶段，协调机制各成员单位要进一步强化协同联动，完善政策措 施，推动种业振兴整体提升，取得更多突破性新成效，加快实现种业科技自立自强、种源自主可控。 ...

Core Insights - The Chinese government is accelerating agricultural modernization and promoting comprehensive rural revitalization, with a focus on enhancing agricultural technology and equipment support [2] Group 1: Agricultural Modernization - By 2025, the goal is to support the construction and renovation of high-standard farmland reaching 7.568 million acres, with a cumulative total of over 100 million acres of high-standard farmland established nationwide [2] - The contribution rate of agricultural science and technology is expected to exceed 64% by 2025, indicating a significant enhancement in agricultural modernization levels [2] Group 2: Seed Industry and Domestic Varieties - The action plan for revitalizing the seed industry is progressing well, with the area of independently bred crop varieties accounting for over 95%, and domestic market shares for livestock, aquatic products, and vegetables reaching over 80%, 86%, and 91% respectively [2] - The market share of domestically bred vegetable varieties, such as broccoli, has rapidly increased in recent years, reflecting improvements in domestic breeding capabilities [4] Group 3: Agricultural Mechanization and Technology - The comprehensive mechanization rate for crop farming has reached 76.7%, indicating accelerated development in agricultural machinery and equipment [4] - The number of agricultural drones has exceeded 300,000, with annual operational areas surpassing 46 million acres, showcasing the expansion of smart agriculture applications [4] Group 4: Green Transformation - The pace of green transformation in agriculture is accelerating, with steady improvements in the resource utilization of livestock manure and crop straw [4]

Group 1: Agricultural Production and Supply - In 2025, China's agricultural production is expected to maintain a steady and positive trend, with grain production reaching a historical high of 14,298 billion jin, an increase of 168 billion jin from the previous year [1] - The soybean production is stable at 20.91 million tons, maintaining over 20 million tons for four consecutive years, while the total meat production (pork, beef, mutton, poultry) is projected to be 10,072 million tons, reflecting a year-on-year growth of 4.2% [1] - The national agricultural product quality safety monitoring compliance rate reached 98% [1] Group 2: Poverty Alleviation and Employment - The achievements in poverty alleviation have been consolidated, with over 7 million monitoring subjects identified and stabilized to eliminate the risk of returning to poverty [2] - The scale of employment for the rural labor force exceeds 32 million, supported by various collaborative efforts in poverty alleviation [2] Group 3: Agricultural Modernization and Technology - By 2025, 75.68 million mu of high-standard farmland will be newly built or upgraded, contributing to a total of over 1 billion mu [2] - The contribution rate of agricultural technology progress exceeds 64%, with domestic seed varieties accounting for over 95% of cultivated area [2] - The mechanization rate for crop farming has reached 76.7%, with over 300,000 agricultural drones in operation [2] Group 4: Rural Development and Quality of Life - The per capita disposable income of rural residents is 24,456 yuan, reflecting a real growth of 6.0% compared to the previous year [3] - The rural sanitation toilet coverage rate has reached approximately 77%, with continuous improvements in infrastructure and public services [3] - The number of family farms has approached 4 million, and over 200,000 farmers' cooperatives have been established, enhancing rural economic vitality [3]

Core Insights - China's seed industry has achieved significant advancements, with a focus on self-sufficiency in seed production, leading to a robust agricultural foundation [1][2] Group 1: Seed Export and Trade Surplus - By 2025, China's seed export volume is projected to reach 62,000 tons, resulting in a trade surplus of $7.5 million, marking the second consecutive year of surplus following 2024's first-time export exceeding imports [1] - The area of self-bred crop varieties in China accounts for over 95%, with domestic market shares for livestock and aquatic seeds exceeding 80% and 86%, respectively [1] Group 2: Technological Innovation and Development - The seed industry has entered the world's top tier in terms of technological innovation, supported by key projects and national research plans, establishing a comprehensive breeding innovation system [2] - The area of self-selected corn varieties has increased from 91% in 2020 to 94%, while vegetable self-selected varieties have risen from 87% to 91% [2] Group 3: Future Goals and Strategic Plans - The "14th Five-Year Plan" emphasizes the implementation of seed industry revitalization actions, aiming to enhance seed quality and ensure food security by 2030 [3] - Continuous efforts will be made to improve seed supply capabilities and promote the emergence of high-yield, quality, and specialized seeds [3]

Core Viewpoint - The latest data from the Ministry of Agriculture and Rural Affairs indicates that by 2025, China's seed export volume will reach 62,000 tons, achieving a trade surplus of $7.5 million, marking the second consecutive year of surplus in crop seed trade following the first surplus in 2024 [1] Group 1: Seed Export and Trade Surplus - By 2025, China's hybrid rice seed exports are projected to be 36,000 tons, a 90% increase compared to ten years ago, with cotton seed exports nearing 17,000 tons [1] - Currently, over 95% of the area for independently bred crop varieties in China is accounted for, with domestic market shares for livestock and aquatic seed sources exceeding 80% and 86%, respectively [1] Group 2: Agricultural Innovation and International Cooperation - China's hybrid rice and other seed varieties have been exported to over 50 countries and regions, showcasing the country's agricultural innovation and international cooperation [1] - The seed industry revitalization action has achieved all its five-year effectiveness goals, with significant improvements in the yield and quality of major crops like rice and wheat [2] Group 3: Technological Advancements in Seed Industry - The past five years have seen the implementation of key technological breakthroughs in seed sources, including major projects in biological breeding and genetic improvement of livestock, establishing world-class biological genetic resource banks [4] - The "14th Five-Year Plan" emphasizes the need for continued innovation in the seed industry, aiming to enhance the quality and availability of high-yield, green, and specialized seeds to ensure food security in China [4]