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好种子种出好收成!山东万亩功能粮饲作物新品种迎来秋季丰产
Da Zhong Ri Bao· 2025-09-29 01:56
"大家看,这片玉米株型紧凑,果穗均匀一致,按照这个长势,亩产能到750-800公斤!"9月28日上午,在邹平市万亩饲用玉米新品种试验示范基地,中农 海稻(深圳)公司高品质玉米育种中心技术总监张金龙一边测量一边赞叹。 解决大豆问题必须从根本入手。在山东省供销合作社功能粮饲作物育种成果观摩会上,参会专家表示,此次育种创新,不仅为破解大豆困局提供了新路 径,也为保障国家粮食安全提供了可复制、可推广的创新模式。"饲用玉米品种蛋白含量明显比普通玉米高,若能在我国玉米主产区推广这类高蛋白饲用 玉米品种,可大幅降低我国对进口饲料粮的依存度。"牧原实业集团有限公司营养研发项目负责人王鑫说。 通过育种创新实现"换道超车"。刘伟民介绍:"我们通过两条不同的路径突破大豆卡脖子瓶颈,一方面,通过前沿生物育种技术提升大豆品种的产量和品 质,提高单位面积产能,大幅提升种植收益;另一方面,我们通过提升现有主粮作物的蛋白、氨基酸和脂肪等有效物质含量,从产业应用端减少对大豆进 口的依赖。" 此次育种成果的落地,得益于山东供销现代农业发展集团有限公司的土地托管模式。利用公司首创的"土地股份合作+全程托管服务"模式,在实现规模 化、标准化种植的同 ...
机构:种业行业格局有望重塑
Core Viewpoint - The revitalization of the seed industry is crucial for advancing new agricultural productivity and breaking the cycle of internal competition, especially in the context of significant global changes [1] Industry Summary - The 17th China International Seed Industry Expo and the 22nd National Seed Information Exchange and Product Trading Conference took place from September 26 to 28 [1] - The Chinese government emphasizes the acceleration of the industrialization of biotechnology, particularly in the seed industry, as outlined in the 2023 and 2024 policy documents [1] - The implementation of three-year pilot programs has shown significant results, with expectations for continued acceleration and expansion by 2025 [1] Company Summary - Companies in the seed industry are expected to benefit from advancements in biotechnology, such as genetically modified organisms (GMOs), which may lead to an increase in industry potential [1] - Mergers and acquisitions are anticipated to enable leading companies to gain competitive advantages and enhance market concentration, potentially reshaping the industry landscape [1]
苏垦农发(601952):2025年中报点评:业绩阶段承压,种子业务逆势增长
Zhongyuan Securities· 2025-09-12 12:11
Investment Rating - The report assigns an "Accumulate" rating to the company, indicating a potential increase of 5% to 15% relative to the CSI 300 index over the next six months [22]. Core Insights - The company's performance is under pressure, with a year-on-year decline in revenue and net profit, but the seed business shows growth against the trend [7]. - The company achieved a revenue of 4.588 billion yuan in the first half of 2025, a decrease of 9.26% year-on-year, and a net profit of 213 million yuan, down 27.71% year-on-year [7]. - The agricultural input business faced challenges, while the seed segment experienced a 4.31% increase in revenue [7]. - The company is expanding its business layout through subsidiaries and maintaining stable summer grain production [7]. Financial Performance Summary - In the first half of 2025, the company reported a net cash flow from operating activities of 722 million yuan, a significant increase of 412.77% year-on-year [7]. - The gross profit margin for the first half of 2025 was 12.03%, down 1.08 percentage points year-on-year, while the net profit margin was 4.87%, down 1.18 percentage points year-on-year [7]. - The company's asset-liability ratio was 50.68%, a decrease of 1.02 percentage points year-on-year, indicating ongoing financial structure optimization [7]. Revenue and Profit Forecast - The company is expected to achieve net profits of 755 million yuan, 881 million yuan, and 939 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 0.55 yuan, 0.64 yuan, and 0.68 yuan [9][10]. - The current price-to-earnings ratio (PE) is projected to be 17.61 for 2025, decreasing to 14.16 by 2027, suggesting reasonable valuation within the industry [9][10].
马尔康:打造夏繁基地 为粮食安全贡献“高原力量”
Si Chuan Ri Bao· 2025-07-25 00:12
Core Viewpoint - The establishment of the summer breeding base in Maerkang is a significant step towards enhancing agricultural research and ensuring food security in China, leveraging the region's unique geographical and climatic advantages [9][11][17]. Group 1: Summer Breeding Base Development - The Maerkang summer breeding base aims to create a nationally influential modern seed industry park, focusing on the breeding of various crops such as wheat, oilseed, and potatoes [8][9]. - The base was officially opened on April 18, marking the end of the "guerrilla-style" breeding approach that had previously hindered research efficiency [10][11]. - The base covers over 700 acres, with an additional 6,000 acres designated for promotion, and includes facilities like the "Summer Breeding Home" for researchers [14][15]. Group 2: Research and Innovation - Since its establishment, the base has attracted over 20 expert teams from various agricultural research institutions, focusing on multi-resistance and stress-resistance studies [11][12]. - Initial research results include the identification of early-maturing and high-yielding oilseed materials, with significant data collection and analysis conducted [11][12]. - The breeding cycle for crops like wheat, oilseed, and potatoes can be reduced from 6-8 years to 3-4 years, enhancing the efficiency of developing disease-resistant and high-yield varieties [13][14]. Group 3: Future Plans and Integration - Future plans include a second phase of construction with an investment exceeding 200 million yuan, aimed at creating a comprehensive research environment [14][15]. - The Maerkang city government is also working on integrating agricultural development with tourism and trade, promoting a multi-faceted agricultural economy [16][17]. - The upcoming "Summer Breeding High Ground" conference will further establish collaborations and promote scientific achievements in the region [16][17].
“跟跑”→“并跑”!中国肉牛育种技术跑出“加速度”
Yang Shi Wang· 2025-07-02 20:14
Core Insights - The livestock breeding industry, particularly in beef cattle, is crucial for meeting the growing consumer demand for quality meat and diverse meat options, with livestock genetics contributing over 40% to the development of the livestock sector [1] - The development of independent beef cattle breeds is essential to break foreign monopolies and ensure the sustainable growth of China's beef cattle industry [1] Group 1: Technological Advancements - In Inner Mongolia, a breeding company is utilizing embryo transfer technology to significantly enhance the utilization rate of quality bull embryos [3] - The rapid development of intelligent breeding for beef cattle is underway, employing computer vision for 3D reconstruction and genetic assessment, which has greatly improved accuracy [3] Group 2: Domestic Breed Development - Under the national seed industry revitalization plan, China has accelerated beef cattle breeding, resulting in the creation of the Huaxi breed, which has achieved international standards in daily weight gain, slaughter rate, and meat yield [5] - The Huaxi breed has expanded from 6 to 12 provinces, with a breeding population of 17,300 by the end of 2023, and currently accounts for 20% of the national frozen semen sales [5] Group 3: Genetic Evaluation and Innovation - The establishment of a national beef cattle genetic evaluation center has collected over 1 million data points from 32 beef cattle breeds, achieving initial conventional genetic assessments and domestic software and hardware replacements [7] - Advanced breeding technologies, such as genomic selection and gene editing, have allowed China to partially surpass developed countries in beef cattle breeding, with domestic gene detection chips holding an 85% market share [7] Group 4: Future Directions - Plans are in place to establish a global livestock genetic resource sharing platform and to accelerate the construction of the world's largest national livestock genetic resource bank [9]
近看一只鸭子的质价比
Core Insights - The price disparity between live ducks and roasted ducks is a topic of consumer interest, highlighting the complexities of the duck industry and its supply chain [3][4] - China's duck industry is characterized by a diverse range of duck breeds and a significant market scale, with a focus on breeding, processing, and consumer preferences [5][9] Industry Overview - The primary breed in China's meat duck industry is the white feather meat duck, accounting for 83.3% of production, while other breeds like the Muscovy and local breeds make up the remainder [5] - The average weight of ducks at market is around 4 to 6 pounds, with a typical growth cycle of 39 days for the Cherry Valley duck, which is commonly used for street roasted duck [5][8] Pricing Mechanism - The pricing structure for live ducks differs from that of processed ducks; live ducks can cost over 100 yuan, while processed ducks (white strips) are more affordable due to the division of costs among various duck parts [6] - The cost of raising a duck, including feed and processing, totals approximately 13 yuan, with the body cost being around 7 yuan after accounting for the sale of various duck parts [6] Breeding and Technology - The duck breeding industry in China has advanced significantly, utilizing technologies such as chip tracking and CT scans to enhance breeding accuracy and efficiency [10][12] - The introduction of genetic sequencing has improved the selection process for breeding, allowing for the identification of superior traits without sacrificing live specimens [12] Market Demand and Consumption - Duck meat consumption in China is projected to account for one-third of total poultry consumption, with a per capita consumption of 6.2 kg, reflecting a 10.6% year-on-year increase [9] - The market for duck products is characterized by regional and diverse consumer preferences, necessitating continuous innovation and adaptation by companies in the industry [9][10] Future Outlook - The ongoing advancements in breeding technology and consumer preferences suggest that the industry will continue to evolve, aiming to provide high-quality and cost-effective duck products to meet diverse consumer demands [13]
隆平高科(000998) - 000998隆平高科业绩说明会、路演活动信息20250428
2025-04-29 12:10
Group 1: Company Performance Overview - The company achieved an annual revenue of 85.66 billion CNY, with a net profit attributable to shareholders of 5.4 billion CNY, driven by a robust domestic business that generated 54 billion CNY in revenue [3][4] - Domestic rice revenue grew by 13% on top of a 36% increase in 2023, surpassing 20 billion CNY, while corn revenue exceeded 21 billion CNY despite international market challenges [3][4] - The company maintained a stable market share of approximately 20% in Brazil, with sales remaining flat year-on-year despite adverse conditions [3][4] Group 2: Strategic Focus and Initiatives - The company is focusing on a "2+2" crop strategy, prioritizing corn and sorghum while also expanding into soybeans and rice [5][6] - Aiming to enhance profitability, the company plans to leverage its operational management capabilities in Brazil to meet high customer service and product quality demands [5][6] - The company is optimizing its research and product strategies to develop globally competitive products while reducing costs and improving efficiency [5][6] Group 3: Market Trends and Future Outlook - The Brazilian corn market is expected to see significant changes due to the government's new biofuel policy, which will increase ethanol production and subsequently corn demand [7][8] - The company anticipates a slight increase in corn prices by the end of the year, with a clear and sustainable growth trend in the industry [7][8] - The company is positioned to capitalize on market opportunities by deepening its core crop strategy of "corn + sorghum" to enhance market share and profitability [7][8] Group 4: Financial Management and Cost Control - The company has implemented financial strategies to manage high interest rates in Brazil, securing loans at a significantly lower rate of 2.9% compared to local rates exceeding 16% [9][10] - Management expenses have decreased by 22.9 million CNY year-on-year, reflecting the company's commitment to cost control and efficiency [9][10] - The company is adopting hedging tools to mitigate exchange rate risks associated with cross-border loans, ensuring stability in profit margins [9][10] Group 5: Research and Development Focus - The company is prioritizing the development of drought-resistant and high-yield corn varieties, with a focus on enhancing traits such as resistance to pests and diseases [16] - The integration of gene editing technology is expected to significantly shorten breeding cycles from 7-8 years to 5-6 years, facilitating the introduction of competitive varieties [16] - The company plans to expand its market presence in northern regions by launching early-maturing corn varieties and optimizing product structures [14][15]
29岁叶紫薇,破格晋升
券商中国· 2025-04-03 07:56
Core Viewpoint - The article highlights the exceptional academic achievement of Ye Ziwei, a 29-year-old professor at Renmin University of China, who was promoted from assistant professor to professor through a special nomination system, emphasizing the importance of interdisciplinary research in agricultural bio-economics and policy [1][2][4]. Group 1: Academic Achievements - Ye Ziwei focuses on agricultural bio-economics, particularly the economic and environmental issues related to biobreeding technology, and has published multiple papers in top international journals, marking a significant breakthrough in the field of agricultural and forestry economics in China [2]. - She has led and participated in several National Natural Science Foundation projects and provincial-level commissioned studies, consistently producing academic results [3]. Group 2: Teaching Contributions - As an instructor, Ye Ziwei teaches courses such as "Econometrics B" for undergraduates and "Environmental Value Assessment" for graduate students, impacting nearly 200 students across bachelor's, master's, and doctoral programs [3]. - Her classes have received various honors, including recognition as a model class collective at the university [3]. Group 3: Institutional Process - Renmin University of China emphasizes a rigorous process and standards from the initiation of the nomination procedure to the approval by the academic committee, ensuring the integrity of the promotion system [4].