来源：央视新闻客户端 新年伊始，黄渤海交界处，一场跨越山海的"乔迁"正热气腾腾地展开。上百万尾鱼苗由陆地转场奔赴深远海，丰盈着"蓝色粮仓"。 一场跨越山海的 " 乔迁 " 清晨7点，山东烟台的鱼苗盐化基地里，天寒地冻，但干劲儿热火朝天。 牛志兵和同事们要把今年首批将近2万尾鱼苗从岸上接力转运到深远海网箱里安家。 为了迎接首批2万尾海水虹鳟鱼，工作人员提前准备好特制饲料，一边给鱼苗加餐，一边通过开启水下观测设备，实时关注鱼群状态，马不停蹄开展保姆式 服务。 山东烟台经海渔业高级工程师 牛志兵： 捞鱼包括点数清点这个环节，都是有各个分班的，有个组长协调，所有的环节我们都是衔接的，这样有利于保证鱼 的健康，保证鱼苗在运输过程中有比较好的成活率。 为了打破近岸养殖空间和产量的限制，当地探索出陆海接力深远海养殖的新模式，今年还不断扩充品种。为了让新品种虹鳟鱼鱼苗能适应深远海网箱的环 境，工作人员提前做了各种准备。 总台央视记者 田琪永： 我周围都是虹鳟鱼的鱼苗。我在行走的过程中已经感受到非常强的浮力，是因为盐化池里已经提前加入了混有海水的专用养殖用 水，它的作用就是要让这些鱼苗能够提前适应从淡水到海水的生长环境。经过7 ...

转自：贵州日报 贵州日报天眼新闻记者 杨小友 12月10日，在毕节市七星关区撒拉溪镇茂源家禽养殖有限公司盛园蛋业蛋鸡智能化养殖基地，恒温恒湿的多 层养殖设备有序排列，一只只蛋鸡在舒适的环境中啄食饮水。 鸡舍下，一条传送带将刚产下带着热温的鸡蛋源源不断运往分拣车间，工人熟练地进行分级、装箱、打包。 这些鸡蛋即将通过物流发往广州等地的商超。 "每天发货1000多件，畅销得很。"毕节茂源家禽养殖有限公司董事长张永建说。 作为毕节市蛋鸡养殖起步较早的企业，2013年茂源家禽养殖有限公司就开始扩大规模，2016年走上智能化、 规模化养殖道路。今年5月，该基地扩建智能化养鸡舍，新增蛋鸡养殖20万羽，基地存栏蛋鸡达到90万羽，每 日产蛋量50多万枚，年产值1.2亿元。 茂源家禽养殖有限公司蛋鸡养殖的发展，正是毕节市蛋鸡产业蓬勃脉动的缩影。 "毕节山地丘陵遍布，地势起伏、森林覆盖率高，凉爽气候和隔离条件，成为规模化、标准化蛋鸡养殖的天然 优势。近年来，我们将蛋鸡作为巩固拓展脱贫攻坚成果同乡村振兴有效衔接的关键产业来抓，制定政策措 施，开展招商引资，蛋鸡产业迈向标准化、规模化、现代化发展。"毕节市农业农村局家禽专班负责人胡关品 ...

"以前因为交通闭塞、村集体经济薄弱，我们村人均年收入不到2000元，如今，依靠螃蟹养殖，今年村集体收入已经有了600万元。"江苏省南京浦口区 星甸街道后圩村村书记李巧对记者说道。 后圩村位于滁河入苏之始，依托滁河流域优良的生态本底，螃蟹养殖致富的故事得以在此展开。滁河也统筹串联起了包括星甸街道以外的汤泉街道、永 宁街道等4个沿河街镇，当地以滁河生态治理为基底、以螃蟹产业为特色、以科技赋能为引擎，走出了一条都市近郊型乡村的振兴之路。 这样的高产，源自浦口区在螃蟹养殖领域持续推进技术创新与产业升级，通过智能化管理、生态改造和模式优化，不断提升养殖效益与可持续性。 图为后圩村螃蟹养殖 协同治理，建立双向生态补偿机制 滁河（浦口段）全长36.7公里，其中24公里为苏皖省界河道，既是通江达流的天然纽带，为周边城镇村庄提供水源，也是连接两省的生态廊道，影响着 两地的生态环境。 一河流经两省，如何协同治理，解决跨省流域治理责任难厘清、行动难同步、水质难保障等共性问题，成为江北新区思考的问题。为此，浦口区主动打 破行政壁垒，与安徽省滁州市南谯区、安徽省马鞍山市和县等地创新建立"信息互通、数据共享、联合监测、应急联动"的跨省联 ...

太平洋证券指出，养猪行业产能去化动力持续增强，去化速度或加快。截至10月末，全国能繁母猪存栏 3990万头，较上月末少45万头。行业连续12周处于中度亏损状态，主产区自繁自养头均亏损163元。动 保板块景气回升，主要抗生素价格保持高位。白鸡行业祖代存栏处历史高位，预计明年下半年商品代供 给减少将带动鸡价反弹。黄鸡产能处历史低位，叠加消费旺季支撑，鸡价或保持高位。粮价中期有望上 涨，利好种子行业。 农牧渔ETF（159275）及其联接基金（联接A：013471，联接C：013472）被动跟踪农牧渔指数，该指 数前十大权重股分别为牧原股份、温氏股份、海大集团、新希望、梅花生物、大北农、生物股份、北大 荒、海南橡胶、圣农发展。 数据来源于沪深交易所、公开资料等。 12月19日，截至14时18分，农牧渔ETF（159275）盘中表现稳健，场内价格现涨1.0%，成交额为813.48 万元，基金最新规模为1.78亿元。 成份股方面，神农种业、亚盛集团和罗牛山表现最为突出，涨幅分别达到10.81%、9.0%和6.56%。另一 方面，华资实业、海大集团和梅花生物表现较弱，跌幅分别为3.8%、0.24%和0.1%。 消息面上， ...

Investment Rating - The report does not explicitly state an investment rating for the swine farming industry Core Insights - The swine farming industry in China is a strategic pillar for national economy and CPI stability, currently transitioning towards large-scale operations with a significant reduction in smallholders and a rise in large enterprises like Muyuan Foods, which has an annual output of 71.6 million pigs, creating a strong scale and cost moat [4] - The industry is characterized by two main business models: "self-breeding and self-raising" represented by Muyuan, and "company + farmer" represented by Wens, with feed costs accounting for approximately 75% of total breeding costs, highlighting the importance of cost control [5] - Future opportunities include the upgrade of consumption structure towards deep processing, the proliferation of intelligent breeding technologies, and the reassessment of assets due to self-sufficient breeding sources, while challenges include reliance on imported feed materials, ongoing risks from African swine fever mutations, and high fixed costs due to asset-heavy operations [6] Summary by Sections 1. Industry Position and Competitive Landscape - The Chinese swine farming industry is crucial for food security and CPI stability, primarily using a "three-way cross" breeding system for commercial production. The industry is accelerating towards scale, with an increasing number of large farms (over 50,000 heads) and a decreasing number of smallholders, with major players like Muyuan Foods dominating the market [4] 2. Business Model and Policy Evolution - The main business models are "self-breeding and self-raising" (capital-intensive, strong control) and "company + farmer" (light asset, rapid expansion). The policy focus has shifted from early environmental regulations and post-ASF supply guarantees to current "counter-cyclical regulation" and "capacity optimization," marking the end of the era of simple scale expansion [5][16] 3. Future Opportunities and Challenges - Opportunities lie in the upgrade of consumption structure, the spread of intelligent breeding technologies, and the reassessment of breeding assets. Challenges include strategic vulnerability due to dependence on imported feed materials, ongoing risks from ASF, and high fixed costs associated with transitioning from light to heavy assets [6][48][49][50] 4. Industry Overview - The swine industry is a cornerstone of China's food culture and economy, with pork consumption accounting for over 60% of meat consumption. The supply-demand dynamics are the most significant factors affecting the industry [7] 5. Breeding System - The breeding system in China primarily employs a three-way crossbreeding method, utilizing different breeds to enhance productivity and disease resistance [10] 6. Scale of the Industry - The swine industry is expected to see an output of over 700 million pigs by 2025, following a cyclical pattern of stability, decline, and recovery influenced by factors such as ASF [18] 7. Industry Chain - The swine farming industry chain includes upstream suppliers (feed, veterinary products), midstream farming entities, and downstream processing and retail sectors, with the farming segment being the core [22][24] 8. Cost Structure - Feed constitutes the largest portion of breeding costs, with energy feeds making up 75% of total feed costs. The cost structure varies significantly between different farming models [25][26] 9. Policy Changes - The last decade has seen a shift in policies from strict environmental regulations to a focus on capacity optimization and quality improvement, indicating a transition towards a more sustainable industry model [16] 10. Competitive Landscape - The competitive landscape is dominated by a few large enterprises, with Muyuan Foods leading the market with a significant output, allowing it to maintain a competitive edge during price downturns [35]

齐鲁晚报.齐鲁壹点记者范佳青岛报道 12月8日至10日，由山东省委网信办主办、齐鲁网、闪电新闻承办的"牢记嘱托逐梦深蓝"网络主题宣传活动在山东启动，30余位媒体记者分别深入青岛、 烟台、威海、日照等地海洋产业一线，通过行进式集中采访报道，全景式、多维度呈现山东经略海洋、向海图强、加快推进海洋强省建设的丰硕成果。12 月10日，"牢记嘱托逐梦深蓝"采访团走进青岛。 在青岛海洋集团展厅，大型养殖工船的模型引人注目。展厅讲解员刘懿介绍，国信1号养殖工船是全球首艘10万吨级智慧渔业养殖工船，年产高品质鱼类 3200吨，相当于千岛湖一整年的产量。 今年11月15日，由青岛国信集团投资建设的15万吨级智慧渔业大型养殖工船"国信1号2-2"正式交付运营。从全球首艘10万吨养殖工船"国信1号"启航破 局，到2.0版15万吨级养殖工船"国信1号2-1"迭代创新，再到"国信1号2-2"交付入列，三船连运年产量可达1万吨。"三船联动"标志着中国深远海养殖工船 迈入智能化、标准化、产业化运营新阶段。 "深远海蕴藏着巨大的、尚未被充分利用的蓝色生物资源，养殖工船正是将深远海空间和资源转化为稳定、高品质蛋白质供给的'利器'。"青岛国信集 ...

转自：证券日报网 本报记者 舒娅疆 12月5日晚间，新希望六和股份有限公司（以下简称"新希望"）披露11月份生猪销售情况简报。在 10月份猪价跌至阶段低位后，该公司的商品猪销售均价在11月份环比止跌。 牧原食品股份有限公司相关负责人近日在与投资者交流时表示，当前，政府对生猪产能的综合调控 与市场的自发调节正在共同作用，推动生猪市场供需情况逐步改善，能够促进猪价在长期内回归更稳 定、合理的水平。在相关政策的引导下，生猪养殖行业将迈向"稳定健康、高质量发展"的新阶段。 中国民营科技实业家协会新质生产力工委秘书长高泽龙向《证券日报》记者表示："政策、技术与 消费升级等因素将共筑生猪养殖行业的增长基石。国家鼓励规模化养殖，环保政策倒逼散户退出，行业 集中度持续提升。在智能化养殖等创新因素驱动下，养殖成本正在不断下降，种猪改良技术也对生产效 率的提升带来积极影响。此外，消费升级推动着生猪养殖行业向高附加值方向发展。" 据悉，新希望的生猪养殖成本继续降低。今年第三季度，其运营场线出栏肥猪完全成本降至12.9 元/公斤，同时，该公司的核心生产指标持续改善，比如窝均断奶数在第三季度达到11.5，PSY（每头种 母猪年断奶仔猪 ...

央视网消息：近期，位于福建福州连江县的海上牧场满是沉甸甸的收获。在定海湾海域，十多座深远海养殖平台正迎来丰收，尤其 是这里的"类野生"大黄鱼，眼下正是捕捞的好时候。 深远海养殖平台稳如"陆地" 这里是距离岸边差不多2.5公里的定海湾2号养殖平台上，虽然是在海上，但是记者站在这里整体感觉非常稳，走在上面可以说是如 履平地。这个平台规模可不小，总长达60多米、宽32米，相当于5个标准篮球场。从高空俯瞰这片500亩的海上牧场，养殖平台像一 个"深海别墅"与或方或圆的深水网箱交相辉映，分布在蔚蓝色的海面上，构成一道亮丽的风景线。 要养出好鱼，先得有好环境。定海湾海域水深30米，是淡水、海水交汇处，海水交换勤、水质清，再加上平台17米的吃水深度，为 大黄鱼打造了"类野生"的生长空间，为什么说是"类野生"？鱼苗先在深水网箱长到1斤多，再移到平台"历练"，完全模拟野生环 境。 跟近岸养殖比，这里的大黄鱼相当于住进了"天然健身房"。0.8米/秒的水流让鱼不停洄游"健身"，还靠吃海里的天然生物长大。更 难得的是，它们要扛过15级台风、寒潮、暖流，成活率可以达到90%以上。 大黄鱼捕捞正当时 黄色大网箱里养的就是今天的主角——大 ...

Core Insights - The Hainan Free Trade Port is entering a critical phase, with increasing demands for the supply of livelihood goods, and the Jingji Zhino (000048.SZ) is investing 1 billion yuan in a modern pig farming project to enhance agricultural modernization and ensure food security [1][2] Group 1: Project Overview - The Jingji Zhino's Wenchang pig industry chain project covers 1,412 acres and aims to produce 300,000 pigs annually, becoming a core force in ensuring the food supply for the free trade port [1] - The project adopts an innovative "6750 self-breeding and self-raising integration" model, incorporating eight intelligent systems for full-process digital management from breeding to market [1] Group 2: Environmental and Social Impact - The project achieves 100% conversion of waste into organic fertilizer and reuses treated wastewater for irrigation, creating a closed-loop ecological chain [2] - Jingji Zhino provides technical guidance and job opportunities to local farmers, contributing to rural revitalization and stability in income [2] Group 3: Future Opportunities - The construction of the Hainan Free Trade Port is expected to open new development opportunities for tropical high-efficiency agriculture, with zero tariff policies reducing feed import costs [2] - Through technological and model innovations, Jingji Zhino aims to maintain stable production capacity and build a competitive advantage in cost and quality for the local agricultural sector [2]

Core Viewpoint - Despite being the world's largest producer of caviar, China's caviar consumption is still in the cultivation stage due to cultural differences, market layout issues, and insufficient brand guidance. However, with rising income levels and an increasing number of high-net-worth families, caviar consumption is steadily growing, with projected sales of 56.9 tons in 2024, a year-on-year increase of 26.73% [1][14]. Industry Overview - Caviar, defined as fish roe from mature female sturgeon, is subject to strict international standards. Only sturgeon roe can be classified as true caviar, while roe from other fish species is considered substitutes [2][3]. Industry Barriers to Entry - High technical requirements and long-term R&D investments are necessary for sturgeon breeding, healthy ecological farming, and caviar processing. The breeding cycle for sturgeon can take 7-15 years, creating significant time and financial pressures for new entrants [5]. Development History - The introduction of high-quality sturgeon species in China began in 1999, leading to a significant growth phase for the caviar industry after the global ban on wild sturgeon products in 2010. This allowed China to transition from a follower to a key player in the global market [6][7]. Market Policies - The Chinese government has issued various policies to support the development of the aquaculture industry, including caviar, which provides guidance and resources for industry growth [8]. Industry Chain - The caviar industry chain includes upstream sturgeon farming, salt, processing equipment, and packaging materials. The midstream consists of caviar processing companies, while downstream includes restaurants, high-end supermarkets, and e-commerce platforms [9][10]. Current Development Status - The demand for caviar is increasing due to the growth of high-net-worth individuals and the expansion of consumer demographics. The market is diversifying, with new product types and sales channels emerging [12][14]. Competitive Landscape - The global caviar market is highly concentrated, with the top five companies holding a 56.7% market share. Hangzhou Qiantang Lake Sturgeon Technology Co., Ltd. is the industry leader, with a significant global presence and a market share of 35.4% in 2024 [15]. Future Development Trends - The caviar industry is expected to diversify product offerings and expand into new consumption scenarios, including pre-prepared dishes and functional health products. Environmental sustainability will also become a priority, with more companies adopting eco-friendly farming practices [18].