原标题：浙江加快建设全国首个"智慧农业引领区"——田野用上大模型 种地就是不一样 2024年，农业农村部将全国首个"智慧农业引领区"的建设重任交给浙江。近日，记者从全省智慧农 业引领区建设现场推进会上了解到，浙江正加快制定《智慧农业引领区建设实施方案（2025—2030 年）》，将依托一体化智能化公共数据平台，围绕种植业、畜牧业、渔业等核心产业，加速推进以大模 型为代表的AI（人工智能）技术在农业领域的深度应用见效。 AI的核心能力在于感知、决策与执行。当大模型遇上农业，正赋予农业前所未有的自主分析与预 测能力，驱动着无人化生产和全链条智能化变革，成为智慧农业跃升的关键引擎。 在浙江的田间地头、牧场车间、广袤市场，一场由大模型驱动的农业革命正悄然重塑千年农耕的面 貌。 利用数字孪生，突破凭经验和感觉 从毛竹大棚、山地脚手架单体棚、山地平顶连栋棚、山地拱形连栋棚，到如今的第五代山地智能化 大棚，兰溪杨梅产业协会会长陶奉源算是把设施杨梅"越玩越明白"了。他又有了一个新的目标——打造 杨梅的"数字孪生"。 动植物"数字孪生"，就是利用数字技术，创建动植物的虚拟模型，使其在虚拟空间中能够反映现实 中动植物的动态变化和 ...

Core Insights - The transformation of a former mining site into a modern beef cattle breeding demonstration park in Inner Mongolia showcases a successful model of ecological restoration and efficient land use [1][2][3] Group 1: Project Overview - The project initiated by the local government focuses on ecological priority and green development, converting abandoned sand pits into suitable land for livestock farming [1] - The beef cattle breeding demonstration park currently houses 11,000 cattle, with a potential capacity of 20,000 upon full operation, marking it as the first large-scale beef cattle farm built on a high-standard mining reclamation project [2] Group 2: Economic and Social Impact - The project has improved the local environment and created job opportunities for nearby residents, enhancing their income potential [2] - The innovative model of deep integration between livestock farming and agricultural enterprises has led to stable income for village collectives and employment for villagers, fostering a community of shared interests [3] Group 3: Future Plans and Industry Development - The park plans to expand its breeding stock by introducing 7,000 purebred Angus breeding cows in 2024, with an additional 13,000 Angus cattle to establish the largest purebred Angus breeding base in the region [2] - The initiative aims to elevate the beef industry by promoting high-quality breeding and standardized farming practices, thereby increasing product value and market competitiveness [2][3]

重视行业格局变化，逐浪涨价周期 - 2025 年农业中期策 略 20250627 摘要 国内牛存栏量自 2023 年中期持续下降，预计今年降幅超 10%；全球牛 存栏自 2022 年起下降，预计今年继续减少。中国政策减少牛肉进口， 多重因素共同推动国内肉牛价格上涨，或将维持两年以上的上行周期。 原奶价格预计 2026 年企稳向上，与肉牛价格存在联动性。2024 年初 奶牛存栏量持续下降，同比去化超 5%，九成牧场亏损。预计 2025 年 下半年奶价或供需平衡并有上行空间，进口量预计下降，利好国内供需 平衡。 生猪养殖板块受供给侧改革推动，中长期盈利提升逻辑明确。政策指引 生猪库存、体重、二次育肥及能繁母猪存栏量。若生猪存量有效控制在 3,950 万头或更低水平，行业扣减利润可期，领先企业养殖利润接近 400 元每头。 生猪养殖行业供给端和盈利端情况：预计 2025 年生猪供给量比 2024 年有所增加，但生产效率提升和疫病影响使得实际供给量仍存在不确定 性。今年全年的均价将在每公斤 4.5 元上下浮动，而利润可能压缩至头 均几十到头均 100 元左右。 Q&A 今年（2025 年）下半年农业板块的涨价品种有哪 ...

Core Insights - Inner Mongolia is actively promoting the transformation and development of agriculture and animal husbandry, focusing on ecological agriculture and deep processing of agricultural products to enhance the quality and efficiency of the industry [2][6]. Group 1: Agricultural Production Optimization - The introduction of intercropping, such as planting sunflowers between rows of wheat, has led to a 30% increase in net profit per mu [2]. - In 2024, grain production in Inner Mongolia is expected to reach 82.01 billion jin, with an average yield increase of 24.2 jin per mu [2]. Group 2: Structural Improvement - The region is optimizing its production structure by developing 18 advantageous industrial belts for crops and livestock, including corn, wheat, and beef [4]. - The focus is on selecting high-quality varieties and efficient planting models to ensure both yield and income for farmers [4]. Group 3: Technological Empowerment - The contribution rate of agricultural technology progress in Inner Mongolia has reached 62.4%, with over 90% mechanization in crop farming [5]. - Smart farming technologies are being adopted, allowing for automated feeding and management of livestock, significantly improving efficiency [5]. Group 4: Deep Processing and Value Chain Extension - The development of deep processing in agriculture aims to extend the industrial chain, with a target of achieving a processing conversion rate of over 78% for major agricultural products in 2023 [6]. - The agricultural industry in Inner Mongolia is projected to exceed 700 billion yuan in key industry chain output value by 2024 [6].

农林牧渔 2025 年 06 月 29 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 36% 2024-07 2024-11 2025-03 农林牧渔 沪深300 相关研究报告 《消费逐步进入淡季，短期鸡价或有 压力—行业点评报告》-2025.6.23 《供给收缩已至支撑猪价上行，618 宠物食品龙头表现亮眼—行业周报》 -2025.6.22 《6 月 USDA 农产品报告上调全球玉 米、水稻、小麦产量，维持全球大豆 产 量 预 期 — 行 业 点 评 报 告 》- 2025.6.17 10 2025Q2 猪企利润或仍同比高增，供给收缩宏观催化 共振积极配置 ——行业周报 | 陈雪丽（分析师） | 王高展（联系人） | 朱本伦（联系人） | | --- | --- | --- | | chenxueli@kysec.cn | wanggaozhan@kysec.cn | zhubenlun@kysec.cn | | 证书编号：S0790520030001 | 证书编号：S0790123060055 | 证书编号：S0790124060020 | 周观察：20 ...

齐鲁晚报.齐鲁壹点记者尚青龙 中小微企业是经济发展的活力源泉，也是扩大就业、改善民生、促进创新的重要力量。今年以来，青岛市以"10+1"创新型产业体 系、"4+4+2"现代海洋产业体系为主攻方向，致力于提振企业发展信心、促进服务提质增效、持续优化营商环境，全面构建亲清政商关 系，全力推动青岛市民营经济和中小企业高质量发展，助力中小微企业"小块头"迸发"大能量"。 1-5月，民营经济贡献了全市60%以上的投资(62.2%)和税收(60.0%)，70%以上的进出口(70.8%)，80%以上的城镇新增就业(89.0%)，90% 以上的经营主体数量(98.4%)和企业数量(96.0%)。新增3家省级特色产业集群，截至目前，青岛共拥有国家级中小企业特色产业集群6家， 居全省首位，并与宁波市、深圳市并列全国计划单列市第一；省级特色产业集群14家，居全省并列第一位。在2024年度全国中小企业发 展环境评估中，青岛市位列副省级以上城市第8位，其中，市场环境指标位列全国第3名，较去年跃升2个位次。 在第九个联合国中小微企业日来临之际，特推出2025年青岛市民营和中小企业高质量发展"半年报"。"半年报"系2025年上半年青岛市各 ...

Core Insights - The Cameroon Small and Medium Enterprises Bank (BC-PME) has committed to support local dairy and fish producers through a partnership with the Ministry of Fisheries, Livestock, and Animal Industries under the Agricultural and Fisheries Import Substitution Comprehensive Program (PIISA) [1] - The total budget for this initiative is estimated at 680 billion CFA francs (approximately $1.13 billion) covering the period from 2024 to 2026, aiming to enhance local production and reduce imports of various agricultural products [1] - In 2023, Cameroon imported 234,572 tons of fish valued at 182.5 billion CFA francs (approximately $300 million), with a 3% decrease in import volume compared to the previous year [1] - Cameroon spent over 35 billion CFA francs (approximately $0.06 billion) on importing 17,217 tons of milk powder and condensed milk, with a year-on-year increase of 2 billion CFA francs (approximately $0.03 billion) [2] Financial Implications - The financing will be facilitated through specialized banking products aimed at projects related to the production and processing of dairy and fish [1] - The initiative is expected to significantly impact the trade deficit, where the imported products accounted for 44% to 71% of the trade deficit over the past decade [1] Market Context - The program targets a reduction in imports of rice, corn, wheat, palm oil, fish, dairy, and other grains, which are critical to improving local agricultural output [1] - The current local fish production stands at 230,000 tons, indicating a need for increased domestic production to meet local demand and reduce reliance on imports [1]

Summary of Key Points Core Viewpoint - The company, Fujian Aonong Biological Technology Group Co., Ltd., has announced its guarantee situation, detailing the amounts and conditions under which it provides guarantees to its subsidiaries and industry partners. Group 1: Guarantee Overview - The company plans to provide guarantees totaling up to 800 million yuan to industry chain partners, including suppliers and cooperative farmers [1] - The maximum guarantee amount for subsidiaries with an asset-liability ratio below 70% is set at 1.5 billion yuan, while for those above 70%, it is also 1.5 billion yuan [1] - The company’s wholly-owned and holding subsidiaries can provide guarantees of up to 500 million yuan for other subsidiaries with an asset-liability ratio below 70% and 1 billion yuan for those above 70% [1] Group 2: Progress on Guarantees - As of May 31, 2025, the total guarantee balance provided to 185 industry chain partners is 146.4893 million yuan [2] - The top five guarantees provided to cooperative farmers are as follows: - First: 5 million yuan, with a one-year term and no overdue payments - Second: 5 million yuan, with a one-year term and overdue payments - Third: 5 million yuan, with a one-year term and overdue payments - Fourth: 4 million yuan, with a one-year term and no overdue payments - Fifth: 3.8 million yuan, with a one-year term and overdue payments [2] Group 3: Total Guarantee Amounts - As of May 31, 2025, the total external guarantees provided by the company and its wholly-owned and holding subsidiaries amount to 1.225109 billion yuan, which is 47.74% of the company's latest audited net assets [4] - The guarantees provided to wholly-owned and holding subsidiaries total 1.4762398 billion yuan, representing 57.53% of the company's latest audited net assets [4] - The guarantees among subsidiaries amount to 680.4983 million yuan, accounting for 26.52% of the company's latest audited net assets [4]

山东农担以战略眼光聚焦优势产区和特色集群，加快对畜牧优势产业提档增效，驱动产业从"量的积累"向"质的飞跃"华丽转身。截至目前，对沿黄肉牛、 鲁北肉羊、烟台生猪、临沂肉鸡、高青黑牛等多个产业集群支持担保贷款规模累计均已超过10亿元，有力推动各地做好畜牧产业"土特产"文章。 齐鲁晚报·齐鲁壹点 胡晓娟 通讯员 肖玉璇 在巨野县某禽业公司的鸡舍内，八层全自动笼养设备高效运转，王厂长看着崭新的生产线感慨："农担贷款就是一场及时雨，帮我渡过了难关！"她口中 的"及时雨"，正是山东省农业发展信贷担保有限责任公司（以下简称"山东农担"）的创新产品——"鲁担农牧贷"。截至目前，该产品已累计为7.3万户畜牧 经营主体提供担保贷款449亿元，为山东省畜牧业高质量发展注入了源源不断的金融"活水"，成为激活乡村产业振兴的重要引擎。在2025"好品金融"活动 中，"鲁担农牧贷"脱颖而出，成功获评"普惠金融"典型产品。 畜牧业是关乎国计民生的重要产业，肉蛋奶是千家万户"菜篮子"的核心担当。山东农担立足政策性定位，以"鲁担农牧贷"为支点，撬动金融资源向畜牧关 键领域深度汇聚。在支持生猪养殖方面，将能繁母猪、育肥猪授信标准分别提升至3220 ...

农产品日报 | 2025-06-27 养殖端控量，猪价震荡运行 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约14040元/吨，较前交易日变动+40.00元/吨，幅度+0.29%。现货方面，河南地区 外三元生猪价格14.83元/公斤，较前交易日变动+0.09元/公斤，现货基差 LH09+790，较前交易日变动+50；江苏地 区外三元生猪价格 15.11元/公斤，较前交易日变动+0.10元/公斤，现货基差LH09+1070，较前交易日变动+60；四 川地区外三元生猪价格13.76元/公斤，较前交易日变动+0.09元/公斤，现货基差LH09-280，较前交易日变动+50。 据农业农村部监测，6月26日"农产品批发价格200指数"为112.40，比昨天下降0.17个点，"菜篮子"产品批发价格指 数为112.38，比昨天下降0.19个点。全国农产品批发市场猪肉平均价格为20.31元/公斤，比昨天上升0.4%；牛肉63.42 元/公斤，比昨天下降0.3%；羊肉59.34元/公斤，比昨天下降0.6%；鸡蛋7.28元/公斤，比昨天下降0.1%；白条鸡17.42 元/公斤，比昨天上升2.5%。 市场分析 ...