②9月16日农业部会同发改委召集25家生猪企业召开生猪产能调控座谈会，贯彻中央一号文件要 求、推动生猪产能调控措施落实落地。农业部样本月7-9月母猪数量环降，能繁母猪产能开始出现去化 迹象， 华源证券研报指出，展望明年，产能调控政策影响下，猪价或提前止跌回升，叠加上市公司成本或 将持续下降，盈利能力或有持续较好表现。 农业ETF天弘(512620)跟踪中证农业指数，精选 50 只标的，覆盖养殖（41.9%）、农化（17.7%） 等领域，汇聚牧原、海大等龙头，多元布局分散周期风险。当前指数市盈率（TTM）剔除负值处近十 年 10% 分位数以下，叠加猪价回升、机构资金流入，有望迎估值修复与业绩增长。该ETF的场外联接 基金为：（A类010769，C类010770）。 （责任编辑：郭健东 ） 今日A股农业股开盘逆势拉升，荃银高科"20CM"涨停，秋乐种业、康农种业分别涨14%、11%，今 日上市的农业ETF天弘(512620)首秀火爆，成交额迅速放大至4073.21万元，居同标的第一。 消息面上： ①农业是国民经济基石，"十五五"规划建议提出加快建设农业强国、2025 年中央一号文件、《加 快建设农业强国规划》等政 ...

Core Insights - The 22nd China International Agricultural Products Trade Fair was held in Tianjin, focusing on the theme "Strengthening Brands to Revitalize Consumption and Increase Vitality" [1] - Over 3,965 enterprises showcased more than 25,000 high-quality products, attracting nearly 60,000 buyers and professional visitors [1] - The event recorded over 300,000 attendees, with an average daily attendance exceeding 100,000, generating sales exceeding 100 million yuan and achieving over 8,500 intended cooperation agreements [1] Summary by Categories Event Overview - The trade fair featured a dedicated premium brand exhibition area, showcasing local premium brands and new trendy products [1] - Activities included a "Brand Night" live broadcast to support farmers and a national agricultural product buyers alliance for procurement channel matching [1] - More than 100 matching and release activities were organized, with over 3,000 major buyers, including leading e-commerce platforms and large agricultural wholesale markets, present for procurement [1] Agricultural Development Focus - The Strong Agriculture Forum concentrated on building an agricultural powerhouse, discussing the development of technological, green, quality, and brand agriculture [1] - Emphasis was placed on regional collaboration and inter-provincial cooperation, with an innovative exhibition area for the Beijing-Tianjin-Hebei region [1] - The products exhibited covered a full range of categories, showcasing the fruitful results of the agricultural product supply chain development [1]

Core Insights - The "Strong Agriculture Forum" highlighted the progress made in building a strong agricultural nation since the 14th Five-Year Plan, with grain production reaching a new level of 1.4 trillion jin [1] - Emphasis on the need for a comprehensive approach to agricultural development, focusing on supply security, technological advancement, and competitive capacity [1] Group 1 - The agricultural sector aims to stabilize and enhance comprehensive production capacity, with a focus on increasing the yield of grain and oil crops through targeted regional strategies [2] - There is a push for modern livestock and aquaculture development, alongside the promotion of modern facility agriculture tailored to local conditions [2] - The importance of agricultural technology and equipment enhancement is underscored, with initiatives for high-standard farmland construction and the application of key agricultural technologies [2] Group 2 - The innovation of agricultural operating systems is crucial, with a focus on nurturing new agricultural business entities and promoting the integration of smallholders with modern agriculture [2] - Enhancing the resilience of agricultural industries is a priority, addressing disaster prevention and mitigation, and improving storage and preservation capabilities for agricultural products [2] - The goal is to elevate agricultural quality, efficiency, and competitiveness through a comprehensive green transformation and the cultivation of agricultural brands [2]

Core Points - Xi Jinping's letter to China Agricultural University (CAU) encourages students and educators to commit to strengthening agriculture and serving the nation [1][2][3] - The letter highlights the importance of agricultural education and innovation in achieving national food security and rural prosperity [1][4] Group 1: Educational Commitment - CAU emphasizes the need to cultivate a strong sense of agricultural responsibility among students, aligning with the school motto of nurturing talent for the benefit of society [2][3] - Faculty members express their dedication to integrating research with practical applications to address food security challenges, particularly in extreme climate conditions [2][4] Group 2: Agricultural Innovation - The letter calls for enhanced agricultural technology innovation and the application of research outcomes to improve productivity and sustainability in agriculture [3][4] - Agricultural experts and students are motivated to focus on breeding high-quality crop varieties and applying scientific knowledge to real-world agricultural issues [4]

Core Points - The article highlights a letter from Xi Jinping to the faculty and students of China Agricultural University, celebrating its 120th anniversary and emphasizing the importance of agricultural education and innovation [1] - Xi Jinping encourages the university to uphold its educational traditions, enhance agricultural technology innovation, and cultivate professionals who are knowledgeable and passionate about agriculture [1] Summary by Sections - **University Background** - China Agricultural University was established in 1905 as the Agricultural College of the Imperial University of Peking and was formed in 1995 through the merger of Beijing Agricultural University and Beijing Agricultural Engineering University [1] - **Message from Xi Jinping** - Xi Jinping congratulated the university on its 120 years of development and achievements, expressing hope for the institution to contribute to building a strong agricultural nation and advancing Chinese modernization [1] - **Commitment to Education** - The university's faculty and students expressed their determination to accelerate the construction of a world-class university and contribute to national development and rejuvenation [1]

Core Viewpoint - The 30th anniversary of the China Rural Professional Technical Association (China Agri-Tech Association) highlights its significant contributions to rural industry development, enhancing farmers' scientific literacy, and supporting comprehensive rural revitalization [1][3]. Group 1: Achievements and Contributions - The association has played a crucial role in promoting rural industry development and improving farmers' scientific knowledge over the past 30 years [3]. - As of now, there are 1.64 million members and over 12,000 agricultural technology associations across the country [3]. Group 2: Future Plans and Initiatives - Future work will focus on enhancing political leadership, empowering local agricultural technology associations, stimulating internal development, innovating work platforms, and strengthening the association's own construction [3]. - The association plans to deepen the "five-level organization, three-level service" system and promote standardized and professional development to inject stronger technological momentum into the construction of an agricultural power [3]. Group 3: Organizational Developments - The meeting approved the establishment of new committees, including the Smart Fisheries and Organic Fertilizer Committees, and adopted the "Group Standard Management Measures" to promote standardized and professional development [4].

Group 1 - The core event is the celebration of the eighth Chinese Farmers' Harvest Festival, organized by Harbin Bank, focusing on "celebrating harvest, promoting culture, and revitalizing rural areas" [1] - Harbin Bank has established the "Farmers' Integrity Customer Festival" since 2019, using it as a platform to reward farmers and promote agricultural culture [2] - The bank's branches have engaged in various activities to provide financial services tailored to agricultural needs, enhancing the connection between the bank and local farmers [3] Group 2 - Harbin Bank is actively responding to the national strategy for building an agricultural powerhouse, creating a comprehensive financial service system covering the entire agricultural industry chain [4] - The bank has introduced innovative loan products to address agricultural development challenges, with a focus on supporting key agricultural processes and reducing financing costs for farmers [4] - As of June 2025, Harbin Bank's agricultural loan balance reached 32.21 billion yuan, with 16.53 billion yuan specifically for farmers, contributing to rural revitalization efforts [4]

Core Viewpoint - The article highlights the significant role of China United Insurance in supporting agricultural modernization and rural revitalization through comprehensive agricultural insurance services, showcasing its commitment to serving the "three rural issues" (agriculture, rural areas, and farmers) over its 39 years of operation [1][12]. Group 1: Agricultural Insurance Business Overview - China United Insurance has a 26% market share in agricultural insurance, providing 5.3 trillion yuan in risk coverage to 380 million farmers, with total claims paid amounting to 102.1 billion yuan, benefiting 210 million households [1][4]. - The company has developed a diverse insurance product system, expanding from major agricultural products to a full range of agricultural, forestry, animal husbandry, and fishery insurance, with 4,100 products available in 2024 and a total coverage amount of 553.5 billion yuan [4][12]. Group 2: Service Depth and Innovation - The company has extended its insurance services from basic coverage to a multi-dimensional support system, including vehicle insurance, property insurance, health insurance, and environmental liability insurance, thus integrating services across various industries [5][12]. - China United Insurance has implemented innovative financial models, such as "agricultural insurance + credit + futures," to enhance the creditworthiness of agricultural operators and prevent large-scale poverty [9][12]. Group 3: Technological Advancements - The company has adopted advanced technology for efficient claims processing, achieving a claims payment of 82 million yuan for wheat insurance and 78 million yuan for cotton insurance in response to extreme weather events [6][10]. - A new generation of distributed core systems has been launched, achieving 99.97% automation in scheduling and 91.4% in claims calculation, significantly enhancing service efficiency [10][12]. Group 4: Risk Management and Prevention - In 2023, the company invested over 430 million yuan in disaster prevention and reduction, deploying a professional team of 59,000 to provide disaster warning information and conduct risk assessments [11][12]. - The implementation of the "smart frost prevention system" has effectively reduced disaster losses by over 100 million yuan in fruit orchards, demonstrating the company's commitment to proactive risk management [11][12]. Group 5: Comprehensive Support for Rural Revitalization - The company aims to integrate its development with rural revitalization across various dimensions, including industry, talent, culture, ecology, and organization, contributing to the goal of a strong agricultural sector, beautiful rural areas, and prosperous farmers [12][14]. - In 2024, the company plans to provide 126.5 billion yuan in agricultural risk coverage for staple crops, benefiting nearly 12 million farmers, while also expanding its insurance offerings to include soil maintenance and breeding insurance [12][14].

Core Viewpoint - The Agricultural Bank of China is actively supporting rural revitalization and agricultural development through various financial services, particularly focusing on enhancing the financial accessibility for farmers and agricultural enterprises [1][4][7]. Group 1: Financial Support for Farmers - The Agricultural Bank has launched the "Grain Farmer e-Loan" product to effectively meet the funding needs of large grain producers, facilitating quicker and more affordable access to loans [3][4]. - As of June 2025, the Agricultural Bank has issued a total of 285.8 billion yuan in "Grain Farmer e-Loans," serving 910,000 agricultural producers across 2,581 counties [5]. - The bank's financial support has significantly contributed to the agricultural sector, with a loan balance of 2.70 trillion yuan in rural industries, reflecting a growth rate of 21.3% [9]. Group 2: Rural Development Initiatives - The Agricultural Bank has been instrumental in developing the tea industry in Chongqing's Xiushan County, which was previously a poverty-stricken area, by providing continuous financial support [7][9]. - The bank has introduced innovative financing solutions, such as combining live cattle collateral with rural revitalization development funds, to assist farmers in overcoming collateral shortages [8]. - The bank's efforts have led to the transformation of local farmers into cooperative leaders, enhancing their income and contributing to the modernization of livestock farming [9]. Group 3: Enhanced Financial Services - The Agricultural Bank has established a comprehensive financial service system, with 12,700 county-level outlets, ensuring full coverage in rural areas [12]. - The bank has implemented mobile financial services to reach remote areas, providing on-site loan processing and reducing approval times for farmers in urgent need of funds [12][13]. - The bank is also advancing the "Three Rural" smart banking initiative, leveraging technology to improve service efficiency and expand its online and offline service channels [13][14].

Core Insights - The "14th Five-Year Plan" for agricultural and rural development in China has shown significant progress, with a focus on building a strong agricultural nation and promoting rural revitalization, contributing to high-quality economic development [1][3] Group 1: Agricultural Production and Food Security - China's grain production reached a new high, surpassing 1.4 trillion jin (approximately 700 million tons) last year, an increase of 74 billion jin (approximately 37 million tons) compared to 2020, ensuring food security for the population [1] - Per capita grain availability reached 500 kg, achieving basic self-sufficiency in grains and absolute safety in staple food supply [1] Group 2: Poverty Alleviation and Employment - The achievements in poverty alleviation have been solidified, with over 6 million individuals identified and assisted to eliminate the risk of returning to poverty, maintaining a stable employment scale of over 30 million for the formerly impoverished [1][2] - The "three guarantees" (compulsory education, basic medical care, and housing safety) for the impoverished population have seen continuous improvement [1] Group 3: Agricultural Modernization - Significant advancements in agricultural modernization have been made, with over 100 million acres of high-standard farmland established, a 63.2% contribution rate from agricultural technology, and over 75% mechanization in crop farming [2] - The coverage rate of quality seeds in crops exceeds 96%, indicating a strong focus on agricultural productivity [2] Group 4: Rural Development and Income Growth - The average disposable income for rural residents reached 23,119 yuan, with a noticeable reduction in the income gap between urban and rural residents, decreasing from a ratio of 2.56:1 in 2020 to 2.34:1 in 2024 [2] - The vitality of rural development is being enhanced through the regulation of homestead management and the promotion of new agricultural business entities, with over 2 million cooperatives and nearly 4 million family farms established [2] Group 5: Future Outlook - Looking ahead to the "15th Five-Year Plan," the foundation for agricultural and rural development is expected to be stronger, with goals set for achieving agricultural modernization and modern living conditions in rural areas by 2035 [3] - The focus will be on enhancing efficiency, increasing farmers' income, and promoting comprehensive rural revitalization [3]