（原标题：10余年攻坚"良种芯片" ?，南沙"院士鱼"养成记） 0:00 凌晨五点的广州南沙鱼塘，捞鱼工人们头顶星光撒网。水波荡漾间，一条条肥美的合方鳊随着晨曦破水 而出。这些被称为"院士鱼"的优质水产品，即将以每斤10元的塘头价进入流通市场，端上消费者餐桌。 "一个7亩鱼塘，亩产可达4000-5000斤，总产值能超过30万元！"广州市诚一水产养殖有限公司生产一部 部长刘浩锋站在塘边，脸上满是喜悦。 十余年深耕育种领域，中国工程院院士刘少军团队培育的合方鳊不仅备受市场青睐，更一举打开咸淡水 育种和健康养殖新空间。从实验室的反复选育到南沙鱼塘的生态种养，再到端上消费者餐桌，这条藏 着"良种芯片"的"院士鱼"，凭借稳定优质的性状和精细化的养殖管理实现"良销"，在诚一集团达成育 种、养殖到上市的全链条产业化落地。既以科技之力激活水产产业活力，更精准契合"十五五"规划建议 中强化种源创新、深入实施种业振兴行动的战略导向。 而挖掘其"芯片"背后的育种故事，要从育种季说起。 三四月份，合方鳊迎来了一年中关键的育种窗口期。彼时南沙的清晨还带着几分凉意，湖南师范大学生 命科学学院博士后范思宇已穿好水裤，和团队成员一同下塘，开 ...

Market Overview - The market experienced significant fluctuations, with the Shanghai Composite Index falling over 2% and the ChiNext Index dropping more than 4%. The total trading volume in the Shanghai and Shenzhen markets reached 1.97 trillion, an increase of 257.5 billion compared to the previous trading day. Nearly 5,100 stocks declined, with 99 hitting the daily limit down [1]. Sector Performance - The AI application sector showed resilience, with stocks like Rongji Software achieving five consecutive limit-up days. Other notable performers included Yidian Tianxia, Huanrui Century, and Xinhua Du, all hitting the daily limit up. This sector's strength is attributed to the recent update of Google's multimodal AI model, Gemini 3.0 Pro Image, which significantly enhances image quality and accuracy [2][7]. - The agricultural and fishery sectors also performed relatively well, with stocks like Quanyin High-Tech rising over 16%. The sector's independent logic is seen as a defensive attribute, attracting funds in a weak market environment. Quanyin High-Tech announced a partial tender offer for 189 million shares, representing 20% of its total issued shares [3][7]. - The military industry sector was active, with stocks like Jiu Zhi Yang hitting the daily limit up. According to Clarkson Research, global new ship orders in October fell by 38% year-on-year, but Chinese shipyards maintained a 73% market share [4]. Individual Stock Movements - The market saw a significant decline, with over 5,000 stocks falling, including a wave of limit-downs in lithium mining stocks such as Ganfeng Lithium and Tianqi Lithium. Technology stocks continued to weaken, particularly in the storage chip sector, with several stocks dropping over 10% [6]. - The high-profile stocks that previously attracted attention also faced declines, indicating a potential shift in market sentiment and the need for a new cycle to emerge after the current risks are fully released [6]. Future Market Analysis - The market opened lower and continued to decline, with no clear signs of stabilization. The mid-term upward structure of major indices has been completely damaged, suggesting that future corrections may take longer. The focus will likely shift to sectors that resonate with the market and show strength during recovery [8]. Key Market News - Huawei launched Flex:ai AI container technology, allowing a single GPU/NPU to support multiple AI workloads simultaneously, enhancing computational efficiency [10]. - Private equity positions reached a new high for the year, with the stock private equity position index rising to 81.13%, indicating strong market engagement from top private equity firms [11].

相关ETF方面，农业ETF天弘（512620）今日重磅上市，该ETF紧密跟踪中证农业指数，覆盖养殖、农 化等领域，成分股汇聚牧原股份、温氏股份、海大集团等农业龙头企业，实现多元化布局，还配置了场 外联接基金（A类010769，C类010770）。 11月20日，A股三大指数集体收跌，农林牧渔板块部分个股表现强势。截至收盘，中证农业指数跌 0.18%；成分股中，罗牛山涨超7%，藏格矿业、华英农业、生物股份等股涨幅居前。 消息面上，继农业农村部召开全国推进种业振兴行动现场会后，近日农业农村部、新疆维吾尔自治区人 民政府发布了关于印发《推动南疆现代设施农业高质量发展工作方案》的通知。其中提出发展目标，到 2028年底，实施老旧设施现代化改造3万亩（含兵团），新增现代设施农业生产规模2万亩（含兵团）， 重点打造现代设施农业生产县（市）和兵团师（市）15个。 东兴证券表示，种业振兴和生物育种产业化作为种植提质增产的重要技术手段，产业化进程有望稳步推 进。政策引导下，养殖、种植产业链头部企业有望逐步向下游精深加工延伸，平抑价格周期波动影响， 提升盈利能力，建议关注产业链布局较为完善的农业龙头企业。 中金公司表示，政策支持 ...

Group 1 - The three major indices collectively rose, with the agriculture sector showing significant gains, as evidenced by the 0.73% increase in the China Securities Agriculture Index [1] - A new agriculture-focused ETF, Tianhong (512620), is set to launch on November 21, tracking the China Securities Agriculture Index and covering sectors such as breeding and agrochemicals, featuring leading companies like Muyuan Foods and Wens Foodstuff Group [1] - The Ministry of Agriculture and Rural Affairs held a meeting on November 13 to promote the revitalization of the seed industry, emphasizing the need for high-quality development and self-sufficiency in seed technology [1] Group 2 - Guosheng Securities highlights that the revitalization of the seed industry is crucial for advancing new agricultural productivity, with significant breakthroughs in biotechnology expected to reshape the industry landscape [2] - Guoxin Securities anticipates that by 2026, leading companies in the pig and poultry breeding chains will strengthen, shifting investment focus from capital expenditure to cash flow generation [2] - The official capacity regulation is expected to enhance cash flow for leading enterprises in the pig industry, while the poultry sector is projected to see limited supply fluctuations, benefiting from demand recovery [2]

目前，我省已构建起覆盖农作物、畜禽、水产等领域的种质资源保护体系，进一步夯实种业振兴的 资源根基。全省建设省级及以上农业种质资源库（圃、场、区）51个，其中，李杏圃保存资源2000余 份，种质资源多样性为世界之最；省农科院保存有野生大豆居群6000余个，数量居全国首位；"旅大红 骨"种群是我国玉米育种界公认的五大优良自交系之一，保存种质资源1万余份；国家柞蚕种质资源库保 存种质资源72份，资源数量约占全国70%。 围绕种业创新，我省依托相关农业科研机构建立"种质共存、基因共鉴、信息共享"机制，开展产学 研用一体化联合攻关。其中，依托辽宁东亚种业有限公司建成的"玉米生物育种全国重点实验室"，运用 分子辅助育种、全基因组选择等前沿手段，大幅提升玉米育种效率，该公司"十四五"期间通过审定玉米 品种127个。 今年，铁岭市铁岭县蔡牛张庄玉米合作社的千亩示范田实现亩产超2200斤。这片示范田喜获丰收， 除得益于实施黑土地保护性耕作外，一批高产抗病、适应性强良种的选用，成为极其关键的保障。这是 我省近年在种业振兴行动上取得明显成效的具体表现之一。 为增强全省种质资源保护能力，夯实种业创新的根基，我省在"十四五"期间开展农 ...

Core Insights - The "Fourth Digital Agriculture Development Conference" was successfully held in Wuhan, focusing on enhancing agricultural productivity and digitalizing the entire industry chain to ensure food security [1][2] - The conference gathered over 260 representatives from various sectors, emphasizing the integration of digital technology in agriculture to promote intelligent production and precise management [1][3] Group 1: Industry Trends - The conference highlighted the importance of increasing agricultural yield as a core strategy for food security, with a call for the digital integration of various agricultural practices [1] - Industry leaders emphasized the need for digital agriculture to be rooted in practical applications that benefit farmers directly, ensuring sustainable industry growth [2] Group 2: Technological Innovations - Several experts shared advancements in digital agriculture, including the application of AI in disaster prevention and the introduction of new smart irrigation products by HeDa Technology [3] - The event showcased the certification of "Carbon Neutral Park" and "Zero Carbon Agriculture Park" for FuBang Technology's digital farm, marking a significant achievement in green agricultural development [2][3] Group 3: Collaborative Efforts - The conference served as a platform for companies to showcase technological innovations and deepen industry exchanges, aiming to accelerate product upgrades and optimize business models [2] - Various forms of engagement, including policy interpretation and technical sharing, were utilized to gather industry insights and build consensus for future development [3]

南农晨读 | 牧海 重器_南方+_南 方plus 【今日关注】 超85%国产率！ 种业振兴五年 间，"中国种"撑 起水产种业 11月13日，农业 农村部在湖南长 沙召开全国推进 种业振兴行动现 场会。会议透 露，自2021年7 月《种业振兴行 动方案》实施以 来，我国种源安 全水平稳步提 升，农作物自主 选育品种占比 95%以上，水产 国产种源市场占 有率超85%，畜 禽则超80%。 业工程学院白云 校区举行。本次 活动以"头雁领 航·岭南兴乡"为 主题，由农业农 村部人事司指 导，广东省农业 第三届广东林业 博览会将于12月 1日在梅州开幕 11月18日，广东 省林业局、梅州 市人民政府在广 州召开第三届广 东林业博览会 （以下简称"林 博会"）新闻发 布会。广东省林 业局副局长王华 接、梅州市人民 政府副市长代伟 介绍了本届林博 会总体安排及筹 备情况，并答记 者问。据悉，本 届林博会以"绿 美广东、绿色富 民"为主题，将 于12月1日-3日 在梅州世界客商 中心举办，将邀 请近400家参展 企业与采购商参 会。 "头雁"领航， 2025年广东乡村 产业振兴带头人 培训项目启动 11月18日，2025 年 ...

Core Insights - The "Fourth Digital Agriculture Development Conference" was successfully held in Wuhan, focusing on enhancing agricultural productivity and digitalizing the entire industry chain to ensure food security [1] - The conference gathered over 260 representatives from various sectors, including government, academia, and pioneering digital agriculture enterprises, to discuss new pathways for digital agriculture development [1] Group 1: Industry Direction - The president of the China Agricultural Technology Promotion Association emphasized that improving yield is crucial for ensuring food security, marking a new stage of digital empowerment in agricultural modernization [2] - The industry is urged to promote full-chain digitalization and establish an integrated system that connects various agricultural processes, transitioning from traditional farming methods to data-driven practices [2] Group 2: Innovations and Achievements - A certification ceremony for zero-carbon agricultural parks was held, with Fubon Technology's tomato community receiving recognition for its achievements in green agricultural development [3] - Experts shared cutting-edge results and practical experiences in digital agriculture, highlighting the importance of soil protection and the relationship between food security and seed industry revitalization [3] - New smart irrigation products were launched by He Da Technology, providing technological support for the implementation of digital agriculture [3] Group 3: Collaborative Efforts - The conference utilized various formats such as policy interpretation, technical sharing, and collaborative exchanges to gather industry wisdom and build consensus for development [4] - The showcased new technologies and solutions in digital agriculture are expected to drive the deep integration of digital technology with modern agriculture, contributing to the national food security foundation [4]

从膘肥体壮的牛羊，到香浓醇厚的奶制品，再到一望无垠的牧草，锡林浩特市充分利用地区优势， 立足资源禀赋和产业基础，结合市场需求和变化趋势，加快推进打造国家重要农畜产品生产基地。近年 来，锡林浩特市聚焦"草原肉库""生态奶罐""绿色草都"三大定位，奋楫笃行，延伸产业链条，以草原肉 业、奶业、草业"三驾马车"为驱动，全力推动畜牧业高质量发展。 筑牢"草原肉库"：种业振兴提品质 精养模式促平衡 前不久在锡林浩特市朝克乌拉苏木举办的乌珠穆沁羊赛畜会上，锡林郭勒盟养羊大户们齐聚角逐。 母羊评选项目中，本土牧户恩和门德选送的母羊拔得头筹，他感慨道："种公羊选自市繁育中心，还能 领补贴！从前觉得养得多才赚得多，现在懂了'好羊一只顶三只'，既增收又减轻草场负担，两全其 美。"他的话道出了当地牧民向"少养精养"转型的关键——优质种源带来的效益升级。 产业链延伸不止于加工环节。奶酪文化产业园配套建设的游客服务中心、奶酪旗舰店，让园区成为 国家3A级工业旅游园区，年接待游客量达5万人次，实现"牧业+文旅"深度融合。截至目前，两大园区 已入驻商户18家，其中地方特色乳制品生产企业10家（含5家SC认证企业），2024年实现产值约800 ...

超85%国产率！ 种业振兴五年 间，"中国种"撑 起水产种业_南 方+_南方plus 11月13日，农业 农村部在湖南长 沙召开全国推进 种业振兴行动现 场会。会议透 露，自2021年7 月《种业振兴行 动方案》实施以 来，我国种源安 全水平稳步提 升，农作物自主 选育品种占比 95%以上，水产 国产种源市场占 有率超85%，畜 禽则超80%。 目前，我国种质 资源"家底"更 厚，种业科技创 新整体进入世界 第一方阵，国家 级基地供种保障 率达80%。其 中，我国水产种 业振兴方面成效 显著—— 首先，种质资源 保护利用取得新 突破。首次全国 水产养殖种质资 源普查圆满完 成，全国7万余 名普查人员调查 养殖主体92万余 家，普查到水产 养殖种质资源 857种，有效保 存12万余份种质 资源遗传材料， 发布《国家水产 养殖种质资源种 类名录（2023年 版）》、《全国 水产养殖种质资 源状况报告》等 重要成果。3个 国家级渔业种质 资源库加快建 设，水产苗种供 应能力进一步增 强。新验收国家 级水产原良种场 4家，国家级水 产原良种场达 105家，实现鱼 虾蟹贝藻鳖参全 个，有关省市投 覆盖。 其次，水产种业 ...