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生猪养殖行业多元化风险管理体系逐渐形成
Qi Huo Ri Bao· 2025-08-25 23:29
在生猪养殖行业从小农经济迈向高质量发展的过程中,"猪周期"始终绕不过去。在传统"猪周期"中,中 小养殖场追涨杀跌的羊群效应、规模企业随行就市的经营困境、全行业"赚半年亏三年"的畸形生态,本 质是缺乏有效的远期价格指引和风险对冲机制。 生猪期货的上市,为产业链植入市场化风险化解中枢。其价格发现功能逐步成为行业"晴雨表",头部企 业通过期货走势预判供需变化,科学规划产能与出栏节奏,使"以销定产"从理念走向实践。更为深刻的 是,基差贸易、含权贸易等基于生猪期货衍生工具的出现,将复杂的套保操作转化为养殖端可理解 的"远期现货订单",大幅降低风险管理门槛。 当中小养殖场能在生猪出栏前锁定销售价格,当大型养殖场依托期货衍生工具组合降低资金占用,农业 生产的计划性与确定性获得质的飞跃——这正是金融工具重构产业逻辑的核心价值。 可以说,金融衍生工具的创新应用,正悄然改变农业风险管理的传统范式。基差贸易重塑了定价逻辑, 含权贸易创造了风险收益的弹性空间,"期货+订单"模式则重构了产业链协作关系。这些金融工具的组 合运用,使价格波动从不可控的威胁转化为可管理的变量。市场主体不再被动承受市场冲击,而是通过 专业分工实现风险的有效转 ...
农业新质生产力驱动农业绿色发展
Xin Hua Ri Bao· 2025-05-21 22:16
Core Viewpoint - Agriculture is the cornerstone of the national economy and a key area for developing new productive forces, driving green development through new productive forces in agriculture is essential for achieving high-quality development and modernizing agriculture in China [1] Theoretical Support: The Internal Requirement of the "Two Mountains" Concept - Agricultural green development is crucial for promoting high-quality agricultural development and achieving comprehensive rural revitalization, focusing on resolving the contradiction between rural economic development and ecological protection [2] - New productive forces, led by technological innovation, represent a leap from "old quality" to "new quality," emphasizing that new productive forces are inherently green [2] - The "Two Mountains" concept emphasizes ecological capacity as a baseline for agricultural development, aligning with the characteristics of new productive forces in agriculture [2] Practical Layout: Collaborative Evolution of Talent, Technology, and Industry - The green practice of new productive forces in agriculture relies on the deep integration of technological innovation and agricultural industries, forming a new pattern of collaborative evolution among talent, technology, and industry [3] - New agricultural laborers, equipped with knowledge and skills in digital and intelligent green production technologies, are driving the green transformation of agriculture [3] - The integration of digital technology with agricultural production has led to the emergence of smart agricultural systems, enhancing efficiency and reducing environmental pollution [3] Value Guidance: An Essential Path for Chinese Agricultural Modernization - The drive for agricultural green development through new productive forces is a new form of agricultural civilization in the Chinese context, aligning with the general laws of agricultural modernization while reflecting China's unique agricultural development characteristics [4] - This approach avoids the high-pollution path of Western agricultural modernization, ensuring sustainable agricultural development while protecting the ecological environment [4] - The new productive forces in agriculture build upon traditional agricultural practices, integrating modern technological achievements to overcome inefficiencies in traditional smallholder economies [5]