Core Insights - The Ministry of Agriculture and Rural Affairs of China reported that by 2025, the fertilizer utilization rate for major crops such as wheat, corn, and rice is expected to reach 43.3%, an increase of 3.1 percentage points from 2020 [1] Group 1: Fertilizer Utilization Rate - The fertilizer utilization rate is a critical indicator of agricultural efficiency, reflecting how effectively fertilizers are used in crop production [1] - The increase in fertilizer utilization rate signifies advancements in scientific fertilization practices, which are essential for ensuring food production capacity and promoting sustainable agricultural development [1] Group 2: Fertilizer Application Trends - In 2024, the total application of agricultural fertilizers in China is projected to be 49.88 million tons, a reduction of 1.034 million tons (17.2%) from 2015, while grain production increased by 6.9% during the same period [2] - The improved fertilizer utilization rate contributes to cost savings in agricultural inputs, with a 1 percentage point increase in utilization rate equating to a reduction of 56,500 tons of urea and approximately 1.1 billion yuan in costs [2] Group 3: Factors Supporting Increased Utilization - The promotion of soil testing and tailored fertilization techniques has been fundamental in enhancing fertilizer utilization rates, with over 2.3 billion acres of land covered by these practices [3] - The "Three New" integrated model, which includes new fertilization technologies, products, and equipment, has significantly contributed to the increase in fertilizer efficiency [3] - The use of organic fertilizers and other alternatives has also played a role in improving nutrient efficiency, with over 650 million acres of organic fertilizer application expected by 2025 [4] Group 4: Professional Services and Policy Support - The development of specialized fertilization service organizations, with over 17,000 currently operating, has been crucial in implementing scientific fertilization practices effectively [4] - The Ministry of Agriculture and Rural Affairs aims to strengthen the management of fertilizer and water resources, enhance policy guidance, and promote legislative support for scientific fertilization practices [4]

甘肃天水市依托"智慧果园大数据平台"自动生成灌溉、施肥和病虫害防治方案，从"经验种地"到"数据 种树"，助力花牛苹果优果率显著提升；辽宁彰武县发展现代农业，玉米产量稳步提升，打造"彰武地 瓜"国家地理标志产品，让沙窝子变成高产田……实践证明，面向农村广阔天地，以科技创新赋能农业 增效、农民增收，就能为农业现代化插上腾飞的翅膀。 提升农业综合生产能力和质量效益，根本出路在科技。近日召开的中央农村工作会议，深入分析当 前"三农"工作面临的形势和挑战，全面部署2026年"三农"工作。会议强调，加强农业关键核心技术攻关 和科技成果高效转化应用，因地制宜发展农业新质生产力。 2025年，粮食生产先后遭遇春季干旱、高温伏旱、秋季连阴雨等灾害影响，各地积极作为、攻坚克难， 全国粮食再次高位增产，较上年增加167.5亿斤。沉甸甸的丰收答卷，展现了农业强国建设的崭新气 象：良田、良种、良机、良法深度融合，农业生产智能化迅速推进，农业科技装备水平持续提升，种业 企业不断壮大，农业科技创新整体迈入世界第一方阵。 再谈农机装备。目前，我国农机保有量超过2亿台（套），北斗终端设备应用超过220万台（套），农机 总动力超11亿千瓦，农耕 ...

Core Viewpoint - The article highlights the innovative agricultural practices in Nanfan Village, Qiongzhong, focusing on the cultivation of colorful peanuts as a means to increase income and market opportunities for local farmers [2][3]. Group 1: Agricultural Innovation - The introduction of colorful peanuts, which have large seeds, high nutritional value, and a short maturity period of four months, represents a significant agricultural innovation in the region [2][3]. - The village has shifted from traditional farming methods to a more mechanized approach, improving planting efficiency and precision [2][3]. Group 2: Economic Impact - The new farming model, which includes centralized land management and hiring local farmers as caretakers, is expected to increase yield by over 50% compared to previous attempts, potentially generating a minimum income of 20,000 yuan for the village collective [3]. - The funds generated from this initiative will be directed towards improving local infrastructure, creating a positive feedback loop for community development [3]. Group 3: Diversification of Agriculture - Nanfan Village is developing a diversified agricultural system by leveraging local resources, including the cultivation of mountain rice and other crops, as well as promoting standardized livestock farming [3]. - This approach demonstrates how local ecological resources can be transformed into development momentum through technological innovation and exploration of new farming models [3].

Core Viewpoint - Zhaotong City has transformed from a poverty-stricken area to a vibrant economy by focusing on industrial development, agricultural enhancement, and tourism integration, leading to significant income growth for its residents [2][10]. Agricultural Development - Zhaotong has prioritized agriculture as its primary economic driver, achieving an annual growth rate of approximately 8.5% in rural residents' disposable income, surpassing national and provincial averages [2][3]. - The city has successfully transitioned traditional agricultural products like apples, gastrodia, and potatoes from low-value to high-value markets, with apple production expected to reach 130,000 tons and a total output value exceeding 15 billion yuan in 2024 [3][4]. - The introduction of advanced agricultural techniques has led to significant improvements in yield and efficiency, such as a 30% increase in apple yield and a 70% reduction in water usage [3]. Industrial Growth - Zhaotong has shifted from a reliance on traditional industries to developing green energy and advanced manufacturing sectors, with investments exceeding 85 billion yuan and a 28.4% increase in energy industrial output value since the end of the 13th Five-Year Plan [5][6]. - The city is establishing large-scale industrial clusters in green energy, silicon-aluminum, and phosphate-based materials, with the green silicon-aluminum industry projected to grow from 4.3 billion yuan to 25.1 billion yuan by 2024 [6]. Tourism Integration - Zhaotong is leveraging its natural beauty and cultural heritage to boost tourism, with a focus on summer and winter tourism, leading to over 10 million visitors in 2025 and generating 8.4 billion yuan in tourism revenue [8][9]. - The development of rural tourism has revitalized local economies, with villages seeing the establishment of guesthouses and restaurants, significantly increasing local employment opportunities [9]. Employment and Entrepreneurship - The city has implemented a dual approach to employment, facilitating both outward migration for work and local job creation, resulting in over 2.6 million people finding stable employment [10][11]. - Initiatives such as "work-for-relief" projects have successfully created jobs for nearly 200,000 individuals, with a projected increase in labor remuneration to 1.08 billion yuan by 2025 [11].

联合收割机在内蒙古自治区巴彦淖尔市玉米田收割玉米（资料图片）。今年，巴彦淖尔市推广"奇台农 场模式"玉米密植高产精准调控技术，实现玉米高产，并建成百万亩单季"吨粮田"。 巴彦淖尔市现代农 牧事业发展中心 提供 2025年，我国粮食生产再次实现高位增产。其中，玉米播种面积同比增长0.5%，单产提升1.6%，总产 量达到6024.7亿斤，比上年增加126.4亿斤，成为今年粮食增产的主要因素。 在有限的耕地上，玉米产量的天花板如何被一寸寸打破？这离不开全国玉米单产提升的核心技术 ——"奇台农场模式"玉米密植高产精准调控技术的有力支撑。据中国农业科学院统计，2022年以来，该 模式已在全国累计推广1.58亿亩，亩均增产113公斤。 在这片涌动着创新血脉的土地上，兵团如何在中国农业科学院帮助下，实现玉米产量的突破，成为2025 年我国粮食增产的"尖子生"？ 确定一个模式，破解单产提升密码 作为我国种植面积最大的粮食作物，玉米单产提升与产能稳定事关粮食安全、饲料保障和工业原料供 应。但在21世纪初，全国玉米平均亩产不足400公斤，生产效率有待提升。 航拍的四师七十一团玉米种植基地一隅（资料图片）。四师可克达拉市坚持"藏粮 ...

记者1月4日从农业农村部获悉，经科学测算，2025年我国小麦、玉米、水稻三大粮食作物化肥利用 率为43.3%，比2020年提高3.1个百分点。 化肥利用率的持续提升是政策系统引导、技术集成创新、推广服务优化协同发力的结果。"十四 五"以来，农业农村部持续推进化肥减量增效行动，扎实开展绿色种养循环试点，不断深化测土配方施 肥，推动减量增效技术模式集成应用，积极培育科学施肥专业化服务组织，有效支撑了化肥利用效率稳 步提升。 测土配方施肥纵深推进。"十四五"期间，各级农业农村部门广泛开展土壤测试、不断优化肥料配 方，强化农企对接，推进配方肥下地。2025年，全国三大粮食作物测土配方施肥技术覆盖率达95%以 上。 "三新"集成模式扩面增效。大力推广科学施肥新产品、新技术、新机具集成应用，2025年水稻侧深 施肥推广面积超2600万亩，配套缓控释专用肥，氮肥利用率提高2.1个百分点；玉米、小麦水肥一体化 面积比上年增加2000多万亩，支撑示范区产量平均提高100公斤以上。 多元替代促进养分协同增效。"十四五"期间累计推广大豆接种根瘤菌菌剂近8000万亩，亩均减少氮 肥施用量0.5公斤。2025年全国有机肥施用面积超过6 ...

Core Viewpoint - The collaboration between Guangxi and Laos, leveraging the Lancang-Mekong cooperation, focuses on agricultural development, trade growth, and poverty alleviation, resulting in tangible benefits for local communities [2][4][7]. Group 1: Agricultural Investment and Cooperation - Guangxi has established two China (Guangxi)-Laos agricultural cooperation demonstration zones and supported 11 Guangxi agricultural enterprises to invest in Laos [4]. - Companies like Guangxi Zufa Investment Co., Ltd. and Guangxi Jinsui Agricultural Group have developed banana plantations and tropical fruit industry parks in Laos, enhancing local agricultural standards [4]. - The investment in smart agriculture drip irrigation by Jiejiarun Technology Group in Laos has led to cost reduction and quality improvement for 4,000 acres of banana farms [4]. Group 2: Trade Growth - From January to November 2025, the agricultural trade between Guangxi and Laos increased by 46.76%, with Guangxi's exports to Laos rising by 53.8% and imports by 46.6% [7]. Group 3: Poverty Alleviation Initiatives - Guangxi has successfully implemented poverty alleviation projects in Laos, reducing the poverty rate in specific villages from 52% to 25% through infrastructure improvements and industry development [9]. - The introduction of high-standard smart greenhouses in Jin Hua Village is expected to increase annual income for participating farmers by over 8,000 RMB [13]. Group 4: Agricultural Technology and Training - The China (Guangxi)-Laos Crop Variety Experiment Station has established standardized planting demonstration sites and promoted 73 suitable crop varieties over an area exceeding 40,000 acres [22]. - Guangxi has conducted 18 international training sessions for agricultural technology, training 741 agricultural talents from Laos in the past three years [27]. Group 5: Future Events and Collaborations - The upcoming online and offline exhibitions will showcase the agricultural cooperation achievements of Lancang-Mekong countries, focusing on smart agriculture and cross-border industrial chain collaboration [33][35].

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has implemented a series of measures to enhance fertilizer efficiency, aiming for a 43.3% utilization rate for major crops by 2025, which is a 3.1 percentage point increase from 2020 [1][2] Group 1: Fertilizer Utilization Improvement - The increase in fertilizer utilization rate is attributed to policy guidance, technological advancements, and optimized services [2] - By 2025, the coverage rate of soil testing and formula fertilization technology for major crops is expected to exceed 95% [2] - The promotion of new scientific fertilization products, technologies, and machinery is projected to cover over 26 million acres for rice side-deep fertilization by 2025, improving nitrogen fertilizer utilization by 2.1 percentage points [2] Group 2: Multi-faceted Approaches - The cumulative application of root nodule bacteria for soybean has reached nearly 8 million acres, reducing nitrogen fertilizer usage by an average of 0.5 kg per acre [2] - By 2025, the area for organic fertilizer application is expected to exceed 650 million acres, with pilot projects in green farming reducing chemical fertilizer use by 10% on average [2] - There are over 17,000 socialized scientific fertilization service organizations in the country, providing services for 250 million acres annually [2]

[Table_Page] 投资策略周报|农林牧渔 证券研究报告 元旦前猪价反弹明显，牛肉进口配额保障政策落地 [TAblE_TitlE] 农林牧渔行业 [TAblE_SummAry] 核心观点： [TAblE_G rADE] 行业评级 买入 前次评级 买入 报告日期 2026-01-04 [Table_PicQuote] 相对市场表现 [分析师： TAblE_Author 钱浩] SAC 执证号：S0260517080014 SFC CE No. BND274 021-38003634 shqianhao@gf.com.cn 分析师： 郑颖欣 SAC 执证号：S0260520070001 021-38003632 zhengyingxin@gf.com.cn 分析师： 高一岑 SAC 执证号：S0260525100002 021-38003780 gaoyicen@gf.com.cn 分析师： 李雅琦 SAC 执证号：S0260524080006 021-68827265 liyaqi@gf.com.cn -4% 4% 11% 19% 26% 34% 01/25 03/25 05/25 08/25 10/25 ...

Core Viewpoint - The Central Rural Work Conference emphasizes the importance of "Three Rural Issues" (agriculture, rural areas, and farmers) for the modernization of agriculture and rural revitalization, particularly in the context of the 14th Five-Year Plan starting in 2026 [1][9]. Group 1: Agricultural Production and Food Security - Ensuring stable and safe supply of food and important agricultural products is a top priority for agricultural modernization and building a strong agricultural nation [2]. - The target for national grain production is to maintain over 1.4 trillion jin (approximately 700 million tons) by 2025, ensuring food security for the population [2]. - The meeting calls for the implementation of a new round of actions to enhance grain production capacity, focusing on improving agricultural production efficiency and quality [2][3]. Group 2: Technological Innovation in Agriculture - The conference highlights the need to strengthen key agricultural technologies and efficiently apply scientific achievements to enhance agricultural productivity [3]. - Innovations such as AI-powered laser weeding robots are being tested to improve efficiency and reduce environmental impact in agricultural practices [3]. - Emphasis is placed on integrating technology with agriculture to solve traditional production challenges and enhance productivity [3]. Group 3: Rural Income and Employment - Increasing farmers' income is a core goal of agricultural modernization, with policies aimed at stabilizing prices of important agricultural products [3][5]. - The rural income per capita is projected to reach 23,119 yuan in 2024, with a 6% year-on-year growth in the first three quarters of 2025 [5]. - The meeting proposes to enhance support for migrant workers and promote entrepreneurship to increase rural income sources [5][7]. Group 4: Poverty Alleviation and Rural Revitalization - Continuous consolidation of poverty alleviation achievements is essential for agricultural modernization and urban-rural integration [6]. - The meeting emphasizes the establishment of a long-term mechanism to prevent a return to poverty, with a focus on employment support and skill development [6][7]. - The importance of integrating various departments to monitor and adjust poverty alleviation efforts dynamically is highlighted [6]. Group 5: Policy and Reform Directions - The conference discusses the need for comprehensive reforms in rural areas, including extending land contracts and innovating financing mechanisms for rural development [8]. - Strengthening the leadership of the Party in "Three Rural Issues" is emphasized to drive progress in rural revitalization and agricultural modernization [9]. - The overall goal is to make agriculture a modern industry and improve living conditions in rural areas, ultimately leading to a wealthier and happier life for farmers [9].