Core Viewpoint - The modernization of agriculture and rural areas is essential for China's overall modernization, with a focus on achieving food security and promoting rural revitalization [1][5]. Group 1: Agricultural Production and Food Security - China's grain production reached 14,297.5 billion jin this year, marking a significant harvest and contributing to the goal of building an agricultural powerhouse [1]. - The government emphasizes the importance of food security, advocating for self-reliance and domestic production while maintaining appropriate imports and technological support [1]. - The "14th Five-Year Plan" aims to ensure that the food supply for 1.4 billion Chinese people is secure, with a focus on enhancing agricultural productivity through technology [2]. Group 2: Technological Advancements in Agriculture - The integration of artificial intelligence in agriculture is being implemented in regions like Henan, enhancing the efficiency and effectiveness of farming practices [2]. - The construction of high-standard farmland is a key strategy, with over 700 billion yuan allocated to support the development and improvement of 46 million acres of farmland [3]. Group 3: Rural Revitalization and Economic Development - The revitalization of rural areas is closely linked to industrial development, with successful examples in regions like Guangdong, where local agricultural products are being transformed into creative and processed goods [3][4]. - The model of "party leadership, enterprise involvement, and farmer participation" is being adopted in villages like Nangu Village in Shaanxi, leading to increased income for farmers and the growth of local economies [4]. Group 4: Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes accelerating agricultural modernization and promoting urban-rural integration, ensuring that rural areas meet modern living standards [5]. - The Ministry of Agriculture is focused on enhancing agricultural technology and protecting arable land to build a diversified food supply system [5].

Group 1 - The State Council's tariff adjustment plan for 2026 aims to enhance the linkage between domestic and international markets by implementing provisional tariff rates lower than the most-favored-nation (MFN) rates on 935 items, promoting high-level technological self-reliance and modern industrial system construction [1] - The plan includes reducing import tariffs on key components and advanced materials, such as CNC hydraulic air cushions and composite joints, to support technological development and economic transformation [1] - The adjustment will also lower tariffs on medical products like artificial blood vessels and diagnostic kits to improve public health and welfare [1] Group 2 - The plan continues to implement preferential tariff rates for certain imported goods from 34 trade partners under 24 free trade agreements, promoting regional economic integration [2] - It maintains zero-tariff treatment for 100% of products from 43 least developed countries, reflecting China's commitment to supporting their development [2] - The tariff quota management for eight categories of imported goods, including wheat, remains unchanged, with a 1% provisional tariff rate on urea and other fertilizers, which is expected to stabilize agricultural production costs [2][3] Group 3 - The reduction in import tariffs is expected to lower costs for imported products, enhancing consumer purchasing power and stimulating domestic consumption [3] - The adjustment will impact corporate costs positively, allowing companies to reduce production costs and improve efficiency and product quality [3] - Increased competition from foreign imports may drive domestic companies to accelerate technological upgrades, facilitating industry transformation and upgrading [3]

粮食安全是"国之大者"。希望的田野正在一次次"攀高"中不断夯实粮食安全的根基。 5月24日，山东省临沂市平邑县农民驾驶收割机收割小麦。新华社发（武纪全摄） ■2025年，我国粮食实现高位增产、再创新高。 全国粮食产量14297.5亿斤，比上年增加167.5亿斤，增长1.2%，稳定在1.4万亿斤以上，全国粮食实现丰收。 这是在去年粮食生产迈上1.4万亿斤新台阶上的高位增长，也是在克服春季干旱、高温伏旱、秋季连阴雨等灾害影响下夺取的粮食丰收，殊为 不易。 9月29日，在北大荒集团黑龙江尾山农场有限公司第一管理区，农机进行大豆收获作业（无人机照片）。 ■守住播种面积是粮食丰收的基础。 全国粮食播种面积17.91亿亩，比上年增加134.8万亩，增长0.1%，连续6年保持增长。其中玉米播种面积6.74亿亩，比上年增加330.1万亩；稻 谷播种面积4.35亿亩，比上年增加7.9万亩；小麦播种面积3.54亿亩，比上年减少8.3万亩，基本持平。 11月5日，江苏省农垦农业发展股份有限公司南通分公司收割机卸运刚刚收割的水稻（无人机照片）。 10月14日在黑龙江省同江市街津口赫哲族乡，农户在收获玉米（无人机照片）。 ■我国粮食生 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - The pork industry continues to face losses, with a focus on pig farming opportunities. The average price of live pigs is 11.59 CNY/kg, down 0.46% week-on-week. The total breeding sow inventory is 39.9 million heads, down 1.1% month-on-month and 2.1% year-on-year. The industry is experiencing ongoing losses, with self-bred and purchased pig farming losses at 130.11 CNY/head and 162.80 CNY/head respectively. The recent anti-dumping ruling may alleviate domestic pork supply pressure, leading to accelerated capacity reduction [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated winter crop seed supervision checks to ensure seed safety for the upcoming spring and summer planting. The checks focus on key crops such as corn, rice, soybeans, cotton, and vegetables. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency rates of key varieties. Recommended stocks include Beidahuang and Suqian Agricultural Development [1][11]. Pig Farming - The average price of live pigs is reported at 11.59 CNY/kg, with a slight decrease of 0.46% from the previous week. The average price for pig futures is 11,469 CNY/ton, reflecting a 1.07% increase. The average weight of pigs post-slaughter is 89.57 kg, with a month-on-month increase of 3.21% in slaughter volume [12][62][65]. Recommended Stocks - For pig farming, recommended stocks include: 1. Livestock sector: Lihua Stock, Muyuan Food, Shuanghui Development, Dekang Agriculture, Jingji Zhino, and Wens Foodstuff 2. Feed sector: Haida Group 3. Animal health sector: Jinhai Biological, Biological Shares, Placo, and Zhongmu Shares [2][12].

"中国人要把饭碗端在自己手里，而且要装自己的粮食。"农业、农村、农民，一直是习近平总书记心之 所系。一起重温总书记对"三农"工作的殷殷关切。 ...

"十四五"时期，党中央把解决好"三农"问题作为全党工作的重中之重，深入实施乡村振兴战略，坚持农 业农村优先发展，出台了一系列强农惠农富农政策，推动农业农村发展取得历史性成就。5年来，我国 持续夯实粮食安全根基，有效巩固拓展脱贫攻坚成果，乡村活力不断释放，农业农村工作稳中有进，成 为经济社会发展的亮点。 粮食安全根基持续夯实 在贵州的苗寨，"村超"的激情呐喊点燃乡村的夜晚；在陕西的果园，红彤彤的苹果甜透老乡的心；在黑 龙江的沃野，无人收割机助力颗粒归仓。这些生动图景，共同见证了乡村新貌。农业强、农村美、农民 富的乡村振兴蓝图正加快变为现实。 无人机巡田、智能农机播种、卫星监测长势……在全国大豆种植面积最大的地级市——黑龙江省黑河 市，一场农业科技与粮食安全的双向奔赴正在上演。今年，黑河交出了一份令人振奋的成绩单：全市各 作物平均单产突破近年最高值，大豆高产地块实收亩均单产超600斤，全年粮食总产预计突破120亿斤。 全国来看，2025年粮食总产量14298亿斤，比2024年增加168亿斤，连续2年超过1.4万亿斤。国家统计局 农村司司长魏锋华说，国家着力健全粮食生产支持政策体系，启动实施中央统筹下的粮食产销区省 ...

口岸基建加码边贸振兴。该行立足地方"口岸经济升级"战略和中俄农产品贸易核心节点的区位优势，提 供政策性资金支持，累放口岸基础设施建设贷款4.3亿元，支持领域包含农产品仓储设施、冷链仓储设 施、进口粮食监管仓、中俄互市贸易免税区及林产品进口贸易等，以基建赋能推动边贸产业升级，实 现"金融赋能产业、产业带动区域经济"的良性循环，助力乡村振兴与口岸经济深度融合。 聚焦主业服务普惠小微。该行持续优化普惠金融服务，根据市场特点、行业特点、客户特点、项目特点 开展差异化营销，全面了解企业经营计划和发展规划，掌握客户的金融服务需求，优化办贷流程、降低 融资成本，投放700万元贷款，努力破解小微企业"融资难、融资贵"等问题。 "十五五"的画卷已徐徐展开，农发行满洲里市支行将始终坚守政策性金融定位，以更坚定的决心、更务 实的举措、更优质的服务，持续为满洲里市乡村振兴、粮食安全和口岸经济发展注入强劲金融动能，书 写更多精彩篇章，以实际行动诠释农发行人的使命与担当。（刘佳） "十四五"以来，农发行满洲里市支行始终坚守政策性银行的初心使命，立足满洲里"边境口岸+农牧业腹 地"的独特区位优势，将金融活水精准滴灌到粮食安全、外贸产业、绿 ...

《办法》的修订体现了创新强粮导向，进一步完善了省级储备粮管理体制机制。一是将储备企业划分为 承储企业和代储企业两种类型。二是制定储备企业行为规范。三是改进省级储备粮轮换管理。四是改进 储备粮定价机制。五是严格省级储备粮质量安全管理。 在储备粮轮换管理方面，省级储备粮轮换以储存品质指标为依据、储存年限为参考，实行均衡轮换制 度。每年轮换的数量一般为省级储备粮储存总量的25%至40%；在操作层面实行市场化运作机制，通过 规范的粮食交易中心以公开竞价交易方式进行，也可以采取直接收购、邀标竞价销售等方式进行。 本次《海南省省级储备粮管理办法》修订的内容包含以下方面：调整政府相关部门的管理职责、调整储 备企业的分类和职责、调整储备企业选取办法、调整省级储备粮的轮换周期、调整省级储备粮的轮换架 空期、调整成品粮储备的入库加工时限和质检流程、调整储备粮交易方式，以及改进省级储备粮管理费 用补贴标准调整机制。 本报讯 12月26日，省新闻办公室举行新闻发布会对《海南省省级储备粮管理办法》进行详细解读。据 了解，今年12月17日省政府办公厅印发了修订后的《海南省省级储备粮管理办法》，自明年2月1日起施 行。 省发展改革委党组成 ...

粮食安全，是"国之大者"。 10月23日，在北大荒集团黑龙江格球山农场有限公司一烘干厂，工人驾驶铲车在管理烘干的玉米。新华社发（陆文祥摄） 回望即将过去的2025年，我国粮食生产遭遇了春季干旱、高温伏旱、秋季连阴雨等灾害影响。 这背后的重要支撑是国家健全粮食生产支持政策体系，推动粮食播种面积提升，各地进一步扩大粮食单产提升工程实施规模，加大合理增密、 水肥一体化等技术推广力度，促进粮食单产水平持续增长。 各地各部门积极保面积、提单产，全力以赴保障农业生产，提升收储效能，让粮食更好入库归仓，减少粮食损耗，耕好"无形良田"。 0:00 编导：王洪流 记者：刘宇轩、吴飞座、宿传义、梁爱平、薛晨 海报：梁思语 新华社音视频部制作 责编：李驿达、卢思宇 国家粮食和物资储备局12月27日发布数据 从田间地头，到大国粮仓，再到千家万户的餐桌，全链条发力共同端牢14亿多人的饭碗，这里有国计民生，有对美好生活的向往，更有守护天 下粮食安全的大国担当。 ...

粮食安全，是"国之大者"。 10月23日，在北大荒集团黑龙江格球山农场有限公司一烘干厂，工人驾驶铲车在管理烘干的玉米。新华社发（陆文祥摄） 回望即将过去的2025年，我国粮食生产遭遇了春季干旱、高温伏旱、秋季连阴雨等灾害影响。 编导：王洪流 记者：刘宇轩、吴飞座、宿传义、梁爱平、薛晨 海报：梁思语 新华社音视频部制作 这背后的重要支撑是国家健全粮食生产支持政策体系，推动粮食播种面积提升，各地进一步扩大粮食单产提升工程实施规模，加大合理增密、水 肥一体化等技术推广力度，促进粮食单产水平持续增长。 从田间地头，到大国粮仓，再到千家万户的餐桌，全链条发力共同端牢14亿多人的饭碗，这里有国计民生，有对美好生活的向往，更有守护天下 粮食安全的大国担当。 各地各部门积极保面积、提单产，全力以赴保障农业生产，提升收储效能，让粮食更好入库归仓，减少粮食损耗，耕好"无形良田"。 ...