Group 1 - The theme of the event is "Strictly Guarding the Cultivated Land Red Line to Ensure Food Security," emphasizing that food security is the foundation of social stability and that protecting cultivated land is essential for food security [2] - The event is organized by the Shandong Provincial Natural Resources Department, with support from various local institutions and media [3] - The target participants include individuals and groups from the general public and the provincial natural resources system [3] Group 2 - The content of submissions includes three categories: popular science, storytelling, and advocacy, each with specific formats and requirements [4][5] - The popular science category focuses on creating engaging and easily understandable short videos about cultivated land protection, with a maximum duration of 2 minutes [4] - The storytelling category aims to share real and touching stories related to cultivated land protection in Shandong, allowing for artistic interpretation while respecting factual accuracy, with a maximum duration of 5 minutes [4] - The advocacy category involves clear and impactful speeches discussing the significance, challenges, and solutions related to cultivated land protection, also with a maximum duration of 5 minutes [5] Group 3 - Video submissions must adhere to specific technical requirements, including clarity, format, and content guidelines, ensuring they align with political and creative directions [6] - Participants must ensure that their works do not disclose state secrets or contain sensitive information [7] - The organizer reserves the right to publicly release and adapt award-winning works for non-commercial promotional purposes [8] Group 4 - The submission period for the event is from June 25, 2025, to August 31, 2025 [9] - The evaluation process includes initial screening, online voting, expert review, and public announcement of winners, scheduled from September 1 to September 30, 2025 [10][11][12] Group 5 - Awards are set for each category, with first prizes of 1,500 yuan, second prizes of 800 yuan, and third prizes of 400 yuan, along with additional recognition for outstanding organizations [13][14]

Core Viewpoint - Jiangsu Grain Group Co., Ltd. (hereinafter referred to as "Su Grain Group") is a state-owned enterprise in Jiangsu Province, primarily focused on grain safety and agricultural development, playing a crucial role in grain circulation and macro-control tasks since its establishment in 2001 [1][2]. Group 1: Company Overview - Su Grain Group was established in June 2001 and has been a key player in the provincial government's grain and oil macro-control efforts, ensuring food security and supporting agricultural development [1]. - The company has evolved into a comprehensive grain industry group with four main sectors: storage, trade, processing, and logistics, consistently ranking among the top provincial grain enterprises in China [2]. Group 2: Operational Highlights - The storage sector leads provincial reforms, managing nearly 30 storage facilities with a total capacity exceeding 3 million tons [2]. - The trade sector operates an integrated grain and oil business model, handling over 10 million tons of grain and oil annually through a combination of domestic and import markets [2]. - The processing sector has an annual processing capacity of 2.765 million tons, focusing on various products including oils, flour, and soy protein [2]. - The logistics sector has developed a "water-land linkage" logistics network, with an annual throughput of over 15 million tons, positioning the Zhangjiagang Grain and Oil Industrial Park as a core hub in East China [2]. Group 3: Achievements and Future Goals - Su Grain Group has received numerous accolades, including "Most Influential Grain and Oil Enterprise in China" and "National Grain Emergency Guarantee Enterprise," and has consistently improved its ranking in the "Top 500 Service Enterprises in China" [3]. - The company aims for high-quality development, focusing on core responsibilities, enhancing reform and efficiency, and strengthening technological innovation and modern corporate governance to build a leading grain and oil industry system in China [3].

Core Viewpoint - China's agricultural technology, particularly the emergence of controlled-release fertilizer technology, is breaking foreign monopolies and significantly contributing to global food security [1][2]. Group 1: Technological Advancements - The breakthrough and application of controlled-release fertilizer technology in China have improved domestic agricultural production efficiency and provided new solutions for global food security [1][2]. - The development of controlled-release fertilizers has evolved since 2006, when large-scale production began, leading to its commercialization and acceptance among farmers [2][3]. - A new controlled-release fertilizer technology using green bio-based materials has been developed, addressing sustainability issues and showcasing China's innovation in this field [3]. Group 2: Corporate Responsibility and Global Impact - The chairman of Kingenta Ecological Engineering Group announced plans to share controlled-release fertilizer technology and industry models globally, reflecting the company's international vision and responsibility [3][6]. - Kingenta has established multiple high-end research platforms and formed various industry technology innovation alliances over the past two decades, contributing to the development of national and international standards in the controlled-release fertilizer sector [3][5]. Group 3: Agricultural Services and Training - Kingenta has implemented a comprehensive promotion model for controlled-release fertilizers, focusing on increasing production efficiency and integrating agricultural machinery with farming practices [5]. - The company has expanded its demonstration and promotion of controlled-release fertilizers to over 160 million acres across major agricultural regions in China, effectively covering all types of crops [5]. Group 4: Global Collaboration and Custom Solutions - The rise of China's controlled-release fertilizer technology is seen as a key factor in enhancing agricultural production efficiency and ensuring food security in countries along the Belt and Road Initiative [6][7]. - Kingenta's customized solutions for international markets include market research, product customization, technical training, and demonstration field construction, which have helped alleviate initial concerns for foreign partners [6][7]. - The "golden solution" proposed by Kingenta includes global technology sharing, talent training, establishment of demonstration fields, and deepening global collaboration to maintain its leading position in the controlled-release fertilizer sector [7].

Core Points - The fourth China-Japan-Korea Agricultural Ministers' Meeting was held in Incheon, South Korea, marking the first meeting in seven years since November 2018 in Beijing [1] - The ministers discussed six core topics: food security, animal disease prevention, sustainable agriculture, rural revitalization, cooperation on global important agricultural cultural heritage, and global collaboration [1] - The three countries reached a consensus on the importance of information sharing and joint responses to complex challenges in agriculture, including climate crisis, cross-border disease transmission, and supply chain instability [1] - There was an agreement to expand complementary cooperation in areas such as smart agriculture, green low-carbon agriculture, and training new farmers [1] - The Chinese Minister expressed a willingness to engage in candid dialogue with Japan and Korea to build a new framework for agricultural cooperation that is more resilient, broader in scope, and richer in content [1] Summary of Agreements - The ministers signed a joint communiqué and agreed to hold regular, institutionalized meetings [2] - The next China-Japan-Korea Agricultural Ministers' Meeting is scheduled to take place in Japan [2]

Group 1 - The company's stock closed at 4.90 yuan on August 12, down 1.61% from the previous trading day, with a trading range of 4.88 to 5.09 yuan, resulting in a volatility of 4.22% [1] - The company operates in the agriculture sector, focusing on research, production, and sales of crop seeds, aquaculture breeding, and feed production, contributing to food security and aquaculture in the Hainan Free Trade Zone [1] - The company's total market capitalization is 5.018 billion yuan, with a circulating market value of 4.343 billion yuan [1] Group 2 - On the morning of August 12, a rapid rebound occurred at 9:53 AM, with a price increase of over 2% within five minutes and a transaction amount of 187 million yuan [1] - The net outflow of main funds on that day was 24.0656 million yuan, accounting for 0.55% of the circulating market value, with a cumulative net outflow of 43.0515 million yuan over the past five trading days, representing 0.99% of the circulating market value [1]

Core Points - The fourth China-Japan-South Korea Agricultural Ministers' Meeting was held in Incheon, South Korea, marking the resumption of discussions after a seven-year hiatus since the last meeting in November 2018 in Beijing [1] - The ministers discussed six core topics including food security, animal disease prevention, sustainable agriculture, rural revitalization, cooperation on globally significant agricultural cultural heritage, and global collaboration [1] - The three countries reached a consensus on the importance of information sharing and joint responses to complex challenges in agriculture, such as climate crises, cross-border disease transmission, and supply chain instability [1] - There was an agreement to expand complementary cooperation in areas like smart agriculture, green low-carbon agriculture, and the cultivation of new farmers [1] - The Chinese Minister expressed a willingness to engage in open dialogue and collective action to promote a new framework for agricultural cooperation among the three countries, aiming for a more resilient, broader, and closer collaboration [1] Summary of Agreements - The ministers signed a joint communiqué and agreed on the regular and institutionalized holding of meetings [2] - The next China-Japan-South Korea Agricultural Ministers' Meeting is scheduled to be held in Japan [2]

在大会闭幕环节，韩俊表示，粮食安全是地区繁荣稳定的基石，面对气候变化、供应链不稳等多重挑 战，持续深化区域粮食安全合作极为重要。本次粮食安全部长级会议坦诚交流，达成了一系列共识，对 推动各经济体秉持命运共同体理念，深化粮食安全合作，筑牢亚太区域粮食安全防线，必将发挥积极作 用。中国将坚持普惠包容的亚太发展理念，筹备好2026年APEC农业领域活动，打造高质高效的农业领 域交流平台，推动构建开放融通的亚太农业合作新格局。 人民财讯8月11日电，据农业农村部网站消息，8月10日，亚太经合组织(APEC)第十届粮食安全部长级 会议在韩国仁川召开，农业农村部部长韩俊率团出席。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **agriculture industry**, focusing on **animal protein sectors** such as **pig farming**, **dairy farming**, and **beef cattle farming** [1][2][34]. Core Insights and Arguments Pig Farming - The **pig farming cycle** is driven by production capacity, with the number of breeding sows being a critical leading indicator. This needs to be cross-verified with data on sow feed sales [1][2]. - The **African swine fever** has normalized, raising the industry's cost base, which affects the peak and elasticity of the cycle [1][4]. - **Scale farming** may extend the pig cycle and amplify price fluctuations. Secondary fattening increases price disturbances, influenced by short-term price expectations [1][5]. - The **反内卷 (anti-involution) policy** aims to reduce the number of breeding sows and lower slaughter weights to support pig prices [1][11]. - The average price of pigs is expected to rise to over **16 RMB per kilogram** by **2026**, with **牧原股份 (Muyuan Food)** potentially achieving a profit of nearly **500 RMB per head** [1][14]. Dairy Farming - The dairy industry faces challenges due to falling milk prices, currently around **3 RMB per kilogram**, down from **4.5 RMB**. However, there is potential for demand improvement due to increased willingness to have children and government subsidies for newborns [1][17]. - The beef cattle sector has a long growth cycle and is heavily reliant on imports, with significant industry clearing observed [1][18][20]. Market Dynamics - The **white chicken farming** sector is significantly impacted by overseas breeding policies, with potential for market share growth for **圣农 (Sannong)** during periods of import disruption [3][25]. - The **seafood feed** segment is expected to improve due to rising prices of common aquatic products, with **海大集团 (Haida Group)** showing strong performance in this area [3][27]. Other Important Insights - The **agricultural new consumption trends** include rapid growth in pet food and pet healthcare sectors, indicating new growth potential beyond traditional areas [6][34]. - The **agricultural input products** like feed and veterinary products serve as lagging indicators in the animal protein supply chain, aiding in capacity data assessment [7][34]. - The **grain security** theme is increasingly important, with policies and market dynamics needing close attention [8][30]. Investment Recommendations - Focus on core assets like **牧原 (Muyuan)** and **温氏 (Wens Food)**, which have strong cost control and are less affected by the anti-involution policy [12][13]. - The **港股 (Hong Kong stock market)** upstream livestock companies are currently in a challenging phase but are expected to improve by **2026** as the new cycle begins [22]. - **海大集团 (Haida Group)** is recommended for its strong market position and growth potential in both domestic and international markets [27]. Future Trends - The pig farming sector is expected to benefit from the anti-involution policy, leading to a new upward price cycle in **2026** [15][34]. - The **meat cattle industry** is facing significant challenges, including price declines and industry losses, with a low degree of scale [20][21]. This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the agriculture industry, particularly in the animal protein sectors.

新华财经多哈8月11日电（记者汪强）盛夏时节，走进位于卡塔尔首都多哈的伊斯兰艺术博物馆，一场 关于饮食文化的展览正在举行。展厅内，来自中东和其他地区、不同时代的饮食器具陈列其间，香料气 息萦绕。 但展览的主题并不止于对饮食历史的回顾，更展示了卡塔尔这个"沙漠之国"的粮食安全之路。正如策展 人塔拉·德雅尔丹所说，展览还聚焦卡塔尔现代农业的可持续发展，特别是2017年断交风波以来，卡塔 尔为发展本国农业所作的努力。 虽然这场断交风波在2021年1月以和解告终，但它带给卡塔尔人的心理冲击至今未完全消散。许多卡塔 尔人还清晰记得当年超市货架商品被抢购一空的情景。这在一定程度上塑造了卡塔尔社会更为强烈的粮 食安全意识。 危机之下，卡塔尔一方面迅速拓展新的进口来源，扩大粮食战略储备，另一方面加快推进本土农业建 设，沙漠农场、奶牛养殖基地等原本看似难以实现的设想，逐步落地成为现实。本次展览中提及的埃纳 特·萨勒玛农场正是这一转型的体现。这处位于多哈郊区的综合农场如今不仅是粮食生产基地，也已成 为教育、体验和社区参与的重要平台。 民以食为天，在自然条件极为严酷的卡塔尔，"吃"从来不是一件轻松的事。卡塔尔地处热带沙漠气候 区， ...

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [70]. Core Insights - In July, the growth rate of breeding sows across three parties generally narrowed, indicating a focus on changes in pig production capacity. The average price of live pigs in China on August 8 was 13.67 CNY/kg, down 0.42 CNY/kg week-on-week [2][9]. - The white chicken market is experiencing a phase of reduced supply, leading to continued price increases. The average price of white feathered meat chickens on August 8 was 7.14 CNY/kg, up 0.31 CNY/kg week-on-week [3][33]. - The agricultural sector is focusing on the promotion of high-quality seeds and technology selection to enhance food security, with the Ministry of Agriculture and Rural Affairs initiating a project for the 2025 national crop variety promotion directory [44]. Summary by Sections Pig Farming - The average weight of pigs being sold has continued to decline, with the average weight as of August 7 being 127.80 kg, down 0.18 kg week-on-week. This is attributed to the ongoing high temperatures affecting feed intake and growth rates [21][31]. - The slaughter volume of sample enterprises has remained stable, with an average daily slaughter of 137,100 pigs, reflecting a slight increase of 0.05% week-on-week [12][31]. - The policy focus on capacity regulation is expected to accelerate the elimination of inefficient production capacity, potentially raising the long-term price center for pigs [31][32]. Poultry Sector - The supply of broiler chickens is tightening due to previous breeding losses, resulting in a continued rise in prices. The average price of broiler chicks was 3.13 CNY/chick, up 0.56 CNY/chick week-on-week [3][33]. - The egg market has seen a slight decline in prices, with the average price of eggs at 6.23 CNY/kg, down 0.51 CNY/kg week-on-week, although there is potential for a rebound due to upcoming seasonal demand [3][36]. Agricultural Products - The soybean meal market is showing strength, with the futures price on August 8 reaching 3,094 CNY/ton, up 57 CNY/ton week-on-week, driven by concerns over a soybean supply gap in the fourth quarter [45][48]. - The current domestic demand for soybean meal is supported by strong import needs from Brazil, leading to a bullish outlook for the market [45][48].