河南：加快国家生物育种产业创新中心建设 打造以种业为核心的农业创新高地 智通财经5月20日电，河南省人民政府近日印发《关于进一步深化农村改革扎实推进乡村全面振兴的实 施意见》。其中提到，推动种业创新。大力推进中原农谷建设，推动农科教、育繁推等资源聚集，构建 全链条科技创新生态圈，加快国家生物育种产业创新中心建设，打造以种业为核心的农业创新高地。深 入实施种业振兴行动，巩固粮食、油料领域研发优势，加强果蔬、食用菌、中药材领域科研力量，培育 具有自主知识产权的突破性品种。加快建设全国一流制种基地，培育制种大县、区域性良种繁育基地和 畜禽核心育种场。加快培育种企雁阵，壮大种业产业集群。推进生物育种产业化。 ...

Group 1 - The forum held on May 19 focused on agricultural technology innovation and poverty reduction cooperation among Shanghai Cooperation Organization (SCO) member states [1] - The theme of the forum was "Sharing Agricultural Technology Innovation Achievements and Seeking Cooperation for Poverty Reduction Development" [1] - Key topics discussed included rural revitalization, poverty reduction cooperation, dryland agricultural technology exchange, photovoltaic technology for rural revitalization, and smart agricultural innovation [1] Group 2 - Since the establishment of the SCO agricultural technology exchange training demonstration base, over 2,400 agricultural officials and technicians from SCO countries have been trained [2] - The base has hosted 49 remote training lectures for SCO countries, with more than 50,000 participants learning online [2] - The forum included site visits to various agricultural innovation centers and demonstration parks in Yangling [2]

Group 1: Establishment of Research Studios - The Heilongjiang Provincial Science and Technology Department has approved the establishment of four research studios, including the Liu Chunlong Goose Health Breeding Studio [1] - The studios aim to integrate advanced scientific research with local agricultural and ecological characteristics, focusing on wetland ecological restoration, goose health breeding, soybean genetic improvement, and high-yield technology for cold-region crops [1] Group 2: Ecological Significance of Sanjiang National Nature Reserve - The Sanjiang National Nature Reserve is the largest freshwater marsh wetland area in China, preserving a rich biodiversity and serving as a natural gene bank [2] - The reserve is home to 22 species of nationally protected wildlife, including the red-crowned crane and the Siberian tiger, and aims to restore degraded wetland ecosystems through scientific research and technology [2] Group 3: Development of the Goose Industry - The goose industry in Heilongjiang Province has rapidly developed, with a breeding population exceeding 40 million [3] - Research efforts focus on goose genetic resource evaluation, new variety breeding, nutrition, disease mechanisms, and vaccine development, with over 20 related projects undertaken [3] Group 4: Soybean Genetic Improvement Initiatives - The Meng Fanli Northern Spring Soybean Genetic Improvement Studio is established in collaboration with Heilongjiang Shengfeng Seed Industry Co., focusing on soybean pest resistance breeding and innovation [4] - The studio is part of national and provincial projects aimed at enhancing soybean yield and efficiency [4] Group 5: High-Yield Technology for Cold-Region Crops - The Wang Yang Cold-Region Crop High-Yield Technology Studio is established with Heilongjiang Beidahuang Agricultural Co., focusing on high-yield crop technology and production models [5] - The studio aims to enhance agricultural productivity and quality through scientific collaboration and technology transfer [5] Group 6: Overall Impact of Research Studios - Heilongjiang Province now has a total of 114 Chinese Academy of Sciences research studios, promoting the application of high-end scientific achievements and fostering high-level scientific talent [5]

Group 1: Financial Performance - In Q1 2025, the company's revenue decreased by 45.25%, and the net profit turned to a loss of -4.4845 million yuan [6] - The net cash flow from operating activities in 2024 was -13.7718 million yuan, a 138.20% decrease compared to 36.0555 million yuan in 2023 [8] - The basic earnings per share in 2024 decreased by 35.42%, and the weighted average return on net assets dropped by 6.20% [13] Group 2: Inventory and Cost Management - As of the end of 2024, the company's inventory was 198 million yuan, a decrease of 1.42% from the previous year, with an inventory turnover rate of 0.82, down from 1.03 [5] - The company implemented measures to optimize inventory management and reduce inventory depreciation risks, including production based on sales and optimizing product structure [5] Group 3: Strategic Initiatives - The company plans to expand market share by optimizing the product structure and increasing marketing efforts for corn, wheat, and peanut seeds [7] - In 2024, the company established an official online store and collaborated with e-commerce platforms to enhance sales channels [7] Group 4: Research and Development - In 2024, the company increased R&D investment by 18%, focusing on 16 projects related to crop breeding and technology [12] - The company is advancing in biotechnology, with two genetically modified varieties expected to generate revenue in 2025 [13] Group 5: Industry Position and Future Outlook - The company is recognized as a key leading enterprise in agricultural industrialization and is positioned to leverage mergers and acquisitions to enhance market presence [10] - The company aims to build a comprehensive system around corn, wheat, and peanuts, focusing on R&D, production, and marketing [9]

证券代码：002041 证券简称：登海种业 公告编号：2025-020 山东登海种业股份有限公司 山东登海种业股份有限公司 会议经参会董事审议和表决，形成如下决议： 一、审议通过了《关于选举公司董事长、副董事长的议案》，赞 成票 9 票，反对票 0 票，弃权票 0 票。 会议选举唐世伟女士担任公司第九届董事会董事长，吴晓燕女士 担任公司第九届董事会副董事长，任期自本次董事会审议通过之日起 至本届董事会任期届满之日止。简历见本公告附件。 二、审议通过了《关于聘请公司名誉董事长的议案》，赞成票 公司第九届董事会聘请李登海先生为公司名誉董事长，任期自 本次董事会审议通过之日起至本届董事会任期届满之日止。 三、审议通过了《关于修改 <董事会战略委员会工作实施细则> 的议案》，赞成票 9 票，反对票 0 票，弃权票 0 票。 详 见 2 0 2 5 年 5 月 2 0 日 刊 登 于 巨 潮 资 讯 网 （http://www.cninfo.com.cn）的《董事会战略委员会工作实施细则》。 四、审议通过了《关于选举公司第九届董事会专门委员会成员 山东登海种业股份有限公司 的议案》，赞成票 9 票，反对票 0 票，弃权 ...

Core Insights - The introduction of hybrid rice in Madagascar has significantly improved local farmers' livelihoods, allowing them to not only meet their own food needs but also generate surplus for sale [1][2][3] - The project, initiated in 2007, aims to enhance agricultural productivity through the introduction of high-yield hybrid rice varieties, addressing the challenges of traditional farming methods [2][3] Group 1: Project Background - The hybrid rice demonstration center in Madagascar was established as part of China's aid to Africa, with the goal of improving rice production through better seed quality and farming techniques [2] - The project is led by the Hunan Academy of Agricultural Sciences and involves extensive fieldwork to select suitable rice varieties for local conditions [2] Group 2: Implementation and Training - Chinese agricultural experts have focused on not only introducing hybrid seeds but also educating local farmers on effective farming practices, including pest control and seedling management [1][2] - Training programs have been established to develop local technical experts who can further disseminate knowledge among farmers [1] Group 3: Results and Impact - The area under hybrid rice cultivation in Madagascar has reached 90,000 hectares, with average yields of 7.5 tons per hectare, which is two to three times higher than traditional varieties [3] - The success of hybrid rice has contributed to food security in Madagascar, with aspirations for broader adoption across the island to achieve self-sufficiency in food production [3]

Group 1 - Shandong is the second largest wheat-producing province in China, with winter wheat planting area expected to stabilize at over 6 million acres by 2025, maturing by the end of May [1] - A seed observation meeting is being held at a new wheat variety trial base in Shandong, serving as a "barometer" for the promotion of new wheat varieties in the northern Huanghuaihai region [3] - More than 30 new wheat varieties are showcased, with farmers able to select and order seeds on-site, indicating a proactive approach to seed selection [4] Group 2 - The contribution rate of good varieties to grain yield increase in Shandong has reached 47%, with a good variety coverage rate of 98% across the province [8] - Agricultural research institutions and seed companies are accelerating the breeding of good varieties to meet market demands for new wheat performance [9] Group 3 - In Sichuan, over 9.3 million acres of winter wheat are maturing, with advanced machinery improving harvesting efficiency by 40% [12] - The introduction of unmanned planting machines in the Nanniwan area enhances planting efficiency, reducing the labor required for rice planting from 4-5 people to just 1 [16] Group 4 - In Hubei, a former mining area has been transformed into productive farmland, with 16,000 acres of previously abandoned land being revitalized through government support and ecological restoration efforts [21]

Core Viewpoint - Hunan province plays a crucial role in ensuring national food security, with a stable grain planting area and production capacity, supported by financial initiatives to enhance agricultural productivity and resilience [1][2][3]. Financial Support for Grain Security - Hunan's financial regulatory body emphasizes the importance of food security, implementing policies to ensure credit supply and insurance coverage across the entire grain production chain, with a loan balance of 153.5 billion yuan in key grain sectors, a 20.7% increase year-on-year [1][2]. - The province's rice insurance amount reached 46.01 billion yuan in 2024, ranking first in the country, demonstrating a strong commitment to safeguarding agricultural investments [1]. Focus on Agricultural Infrastructure - Financial support is directed towards high-standard farmland construction, with a loan balance of 41.36 billion yuan, reflecting a 29% increase, and innovative financing models are being developed to enhance project viability [2]. - The integration of agricultural technology financing is encouraged to improve mechanization levels, with 5.26 billion yuan in loans issued to 11,000 agricultural entities for machinery [2]. Innovation in Financial Services - Hunan's financial institutions are enhancing agricultural insurance services by creating a risk map for major crops and developing new insurance products to cover various agricultural risks [3]. - The establishment of credit rating systems for new agricultural entities aims to improve financing accessibility, with comprehensive credit records being developed for all entities in need [3]. Support for Seed Industry Development - Hunan is recognized as a major seed industry province, with financial services tailored to support seed innovation and development, resulting in 12.43 billion yuan in loans to 42,000 agricultural entities [4]. - The focus is on providing comprehensive services to core seed enterprises and their supply chains, promoting high-quality development in the grain sector [4]. Future Directions - The regulatory body plans to continue enhancing financial support for food security, focusing on innovative product development and collaboration with various departments to ensure effective policy implementation [5]. - Emphasis will be placed on increasing financial resources for agricultural production and ensuring that financial services align with the needs of rural revitalization [5].

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [5] Core Insights - The USDA's May supply and demand report indicates a tightening of global supply for corn, soybeans, and wheat, while beef prices in the U.S. are expected to rise due to reduced supply [5][6] - The report highlights potential investment opportunities in the agricultural sector, particularly in corn and soybean markets, as prices are expected to stabilize and recover from historical lows [5][6] Summary by Relevant Sections Corn - The USDA forecasts a global corn production increase of 43.7 million tons (approximately +3.45%) to 1.26498 billion tons for the 25/26 season, with total usage rising by 24.4 million tons (approximately +1.91%) [16][17] - China's corn production is expected to increase by 80,000 tons (approximately +0.03%) to 295 million tons, with total usage up by 5 million tons (approximately +1.56%) [17] - Domestic corn prices are at historical lows, with strong support expected for price recovery [19] Soybeans - Global soybean production is projected to increase by 5.95 million tons (approximately +1.39%) to 426.82 million tons for the 25/26 season, with total usage up by 13.76 million tons (approximately +3.24%) [31][32] - The report anticipates that soybean prices will remain under pressure in the first half of 2025 due to high supply levels, but long-term trends are expected to improve [34][35] Wheat - Global wheat production is expected to rise by 8.81 million tons (approximately +1.10%) to 80.852 million tons for the 25/26 season, with total usage increasing by 4.38 million tons (approximately +0.55%) [43][44] - The overall supply of wheat remains ample, and prices are expected to stabilize at lower levels [43] Beef - The USDA predicts a significant reduction in U.S. beef supply for 2026, with prices expected to rise by 15.2% in Q2 2025 and 14.1% in Q3 2025 [5][7] - The domestic beef market is expected to see a price increase despite seasonal trends, indicating a potential upward cycle for beef prices [5][7] Pork - U.S. pork production is expected to increase by 1.33% in 2026, with consumption growth slightly outpacing supply [7][8] - Domestic pork prices are projected to decline, but low-cost producers are expected to maintain profitability [7] Poultry - U.S. poultry supply is expected to recover in 2026, with domestic demand in China anticipated to improve [7][8] - The report notes that high pathogenic avian influenza impacts are diminishing, which may support recovery in poultry production [7] Eggs - U.S. egg production is projected to increase by 6% in 2026, with domestic supply expected to remain ample throughout the year [8][9] - The report indicates that egg prices may face downward pressure due to high supply levels [8][9]

Core Viewpoint - The agricultural sector in Jianyang District, Nanping City, Fujian Province is focusing on becoming a national seed production hub, enhancing rice seed production, and promoting financial support for agricultural innovation and farmer income growth [1] Group 1: Support for Research and Breeding - Yongfu Agricultural Technology Co., Ltd. has invested over 100 million yuan in breeding research and established a collaborative research institute with several agricultural research institutions to address funding shortages in the seed industry [2] - Jianyang Rural Credit Cooperative provided over 10 million yuan in loans to Yongfu Agricultural Technology Co., Ltd., enabling the company to focus on its breeding and production efforts without financial concerns [2][3] - The cooperative has launched the "Fuzhong Loan" product to offer customized financial solutions for seed enterprises, simplifying approval processes and reducing financing costs [3] Group 2: Strengthening New Agricultural Entities - Jianyang Rural Credit Cooperative supported He Tianxia Agricultural Development Co., Ltd. with a 200 million yuan loan to facilitate land transfer, helping the company achieve an annual output value of 80 million yuan [4] - The cooperative has issued 1,766 million yuan in loans to over 20 agricultural entities to promote the collaborative development of the seed industry, cooperatives, and farmers [4] - A service center for new agricultural entities has been established to provide comprehensive support, resulting in 42,179.12 million yuan in loans issued through this platform [5] Group 3: Supporting Seed Farmers for Stable Production - The cooperative has introduced the "Agricultural Machinery Loan" to help farmers purchase automated equipment, saving costs significantly during the planting season [6] - A total of 8,215 million yuan in loans has been provided to over 605 entities in the seed production chain, alleviating financial pressures during the spring farming season [6] - The cooperative has implemented a quick loan application process through mobile banking, allowing farmers to access funds rapidly [6] Group 4: Promoting Agricultural Modernization - Jianyang Rural Credit Cooperative plans to invest 50 million yuan in agricultural machinery loans by 2025, aiming to modernize farming practices and support over 300 farmers [7] - The cooperative emphasizes its commitment to agricultural development and financial support, aligning with national food security strategies [7]