黑土地上，天高云淡，水稻青绿，一片片壮美的稻田铺陈开来。这里不仅是我国粮食安全的压舱 石，更是农业科技创新的前沿。 去年，黑龙江省粮食总产量突破1600亿斤，同比增长42.7亿斤，总产量、净增量均居全国第一。近 日，记者随全国妇联"我们的盛会"主题调研行活动来到黑龙江，见证黑土地上的巾帼农人用汗水与智慧 守护大国粮仓，为农业高质量发展注入澎湃动能。 种质创新，提升粮食综合产能 广袤无垠的稻田里，数十个水稻新品种长势旺盛。 "养水稻就跟养孩子一样。这附近的水稻生病了还是长虫了，今天和昨天比哪里不一样，我一看就 知道。"黑龙江省农垦科学院水稻研究所建三江实验站水稻测试员刘凤艳说。大学毕业后，她来到建三 江从事寒地水稻育种，一扎根就是30年。 一个新品种从杂交到推广，少则六七年，多则十几年。通过科技攻关提升稻米品质，刘凤艳主持育 成8个水稻新品种，填补了建三江生态区无自育审定品种的空白。其中，"三江系列"水稻新品种在黑龙 江及周边地区大面积推广，累计种植面积400多万亩，每亩增产50多公斤，为农户增收上亿元。 种子是农业的"芯片"。黑龙江深入实施种业振兴行动，培育壮大种业科技领军企业，打造种业创新 基地，大力推广农 ...

Core Viewpoint - The successful harvest of autumn grains, which accounts for over three-quarters of the annual grain production, is crucial for food security and farmers' livelihoods, especially given the current adverse weather conditions and potential risks to crop growth [1] Group 1: Agricultural Production Management - The province is currently in a critical growth period for rice and is preparing for the upcoming autumn harvest, with a focus on disaster prevention and pest control [1] - The average rainfall since July has been 252.1 mm, which is 6% less than the same period in previous years, with the northern region experiencing a 50% decrease, marking the third-lowest level since 1951 [1][2] - The province is expected to require approximately 5.8 billion cubic meters of water for irrigation by the end of September, with various water sources being utilized to meet this demand [2] Group 2: Weather and Environmental Risks - The province is facing multiple weather risks, including high temperatures, drought, and potential typhoons, which could significantly impact autumn grain production [3] - The meteorological department emphasizes the need to prepare for extreme weather events, including heavy rainfall and strong winds, which could lead to crop damage [3] Group 3: Pest and Disease Control - The agricultural department is implementing comprehensive monitoring and control measures to mitigate pest and disease risks, focusing on key threats to rice, corn, and soybeans [3] - Strategies include targeted pest control measures and expert guidance to ensure effective management of agricultural pests [3] Group 4: Grain Yield Improvement Initiatives - The province has initiated the construction of high-yield and high-quality grain areas to enhance grain productivity, with plans to expand these efforts before the autumn sowing [4] - The main challenge to increasing yield is the low rate of adoption of key agricultural technologies, prompting a call for targeted technical solutions [4][5] - Support will be provided to key agricultural entities to promote efficient farming models and the adoption of advanced technologies [5]

新疆沙漠逆袭成全国粮仓，亩产全国第一，年产粮食466亿斤，玉米田亩产达1050斤，打破全国纪录。 那么沙漠从"吃人"到"养人"，新疆为什么能够逆天改命呢？ ...

在"地"的层面，根本任务是夯实粮食产能持续提升的资源根基。以高标准农田建设为战略抓手，统筹推 进"田、土、水、路、林、电、技、管"全要素深度整合与协同改造。通过优化区域水资源配置及灌排工 程，增强抗旱防涝韧性；实施土壤改良和培肥工程，遏制耕地退化趋势、提升土壤健康水平；同步完善 田间道路网络与输配电基础设施，为现代化农机装备规模化高效作业提供支撑，全面提升耕地质量和农 业基础设施的现代化承载能力。 在"种"的层面，关键是为单产提升注入决定性"芯片潜能"。以种业振兴行动为战略牵引，聚焦前沿生物 育种技术研发与产业化应用，构建市场导向、企业主导、产学研协同的育种创新体系。重点突破基因编 辑、全基因组选择等关键技术，加快培育自主可控的高产、优质、多抗、广适型新品种。健全良种繁育 与推广机制，加速品种优势向现实产能转化。 在"技"的层面，重在推动农机农艺全周期深度融合。紧扣区域生产实际和作物生长规律，系统推广覆 盖"耕、种、管、收"全流程的精细化、标准化技术方案。有机整合精准播种、动态水肥管理、绿色防控 与减损收获等关键环节，构建"良种+良法+良机"高效协同闭环，实现良种遗传潜力释放、良法精准实 施与良机高效作业的高 ...

去年，黑龙江省粮食总产量突破1600亿斤，同比增长42.7亿斤，总产量、净增量均居全国第一。近日， 记者随全国妇联"我们的盛会"主题调研行活动来到黑龙江，见证黑土地上的巾帼农人用汗水与智慧守护 大国粮仓，为农业高质量发展注入澎湃动能。 广袤无垠的稻田里，数十个水稻新品种长势旺盛。 种质创新，提升粮食综合产能 "养水稻就跟养孩子一样。这附近的水稻生病了还是长虫了，今天和昨天比哪里不一样，我一看就知 道。"黑龙江省农垦科学院水稻研究所建三江实验站水稻测试员刘凤艳说。大学毕业后，她来到建三江 从事寒地水稻育种，一扎根就是30年。 一个新品种从杂交到推广，少则六七年，多则十几年。通过科技攻关提升稻米品质，刘凤艳主持育成8 个水稻新品种，填补了建三江生态区无自育审定品种的空白。其中，"三江系列"水稻新品种在黑龙江及 周边地区大面积推广，累计种植面积400多万亩，每亩增产50多公斤，为农户增收上亿元。 种子是农业的"芯片"。黑龙江深入实施种业振兴行动，培育壮大种业科技领军企业，打造种业创新基 地，大力推广农业生物技术应用与产业化，实施生物育种产业化，推进优质水稻、大豆、特色玉米等突 破性优良品种选育。 黑土地上，天高云淡 ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [1][6]. Core Views - The report is optimistic about the reversal of the livestock cycle in 2025, with expectations of a simultaneous rise in domestic and international beef and raw milk markets [4]. - The pet consumption sector is identified as a growing industry that will benefit from demographic changes [4]. - The feed industry, particularly Haida Group, is expected to achieve excess returns due to the recovery of the aquaculture market [4]. - The pig farming sector shows insufficient expansion willingness, but a stable market is anticipated in 2025, with a focus on undervalued leading companies [4]. - The poultry sector is expected to see a long-term increase in consumption, with yellow chicken likely to benefit first from domestic demand recovery [4]. Summary by Sections Livestock - Beef prices have started to rise, with the average price on August 8 being 60.33 yuan/kg, a 0.97% increase from the previous week and a 29.74% increase year-on-year [2][16]. - The pig price on August 8 was 13.65 yuan/kg, down 3.81% week-on-week and down 33.51% year-on-year [14]. - The report forecasts a stable pig market in 2025, with a focus on leading companies like Muyuan and Wens [4][5]. Poultry - The price of broiler chicks increased by 23.08% week-on-week to 3.36 yuan/chick, while the price of broilers rose by 7.16% to 7.18 yuan/kg [15]. - The report anticipates a long-term increase in consumption for white chickens and expects yellow chickens to benefit from improved domestic demand [4]. Feed and Other Agricultural Products - The report notes that soybean meal prices are at historical lows, with a current price of 3008 yuan/ton, a 0.33% increase week-on-week [3][16]. - Corn prices are expected to maintain a moderate upward trend, with the current price at 2384 yuan/ton, down 0.71% week-on-week but up 0.76% year-on-year [3][16]. - Sugar prices have decreased slightly, with the current price at 5910 yuan/ton, down 1.34% week-on-week [3][16]. Investment Recommendations - Recommended stocks include: - Livestock: YouRan, Modern Farming, China Shengmu, and Guangming Meat [4][5]. - Pet industry: Guibao Pet, Zhongchong Co., and Ruipu Biotech [4]. - Feed industry: Haida Group [4]. - Pig farming: Dekang Agriculture, Muyuan, Huadong, Wens, and others [4]. - Poultry: Lihua, Yisheng, and Shengnong Development [4].

（文章来源：证券日报） 证券日报网讯 8月13日晚间，苏垦农发发布公告称，公司2025年第三次临时股东会于2025年8月13日召 开，审议通过了《关于选举公司非独立董事的议案》。 ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，苏垦农发发布公告称，公司第五届董事会第九次会议审议通过了《关于豁 免董事会通知时限的议案》等多项议案。 ...

饲料养殖日报 2025/08/13 咨询业务资格：沪证监许可【2012】1515号 研报作者：许亮 Z000220 审核：唐韵 Z0002422 手 source： Wind 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 0 200 400 【免责声明】本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何保证。本报告所载的意见、结论及预测仅反映报告发布时的观点、结论和 建议。在不同时期，本公司可能会发出与本报告所载意见、评估及预测不一致的研究报告。本公司不保证本报告所含信息保持在最新状态。本公司对本报告所含信息可在不发出通知的情形 下做出修改， 交易者（您）应当自行关注相应的更新或修改。本公司力求报告内容客观、公正，但本报告所载的观点、结论和建议仅供参考，交易者（您）并不能依靠本报告以取代行使 独立判断。对交易者（您）依据或者使用本报告所造成的一切后果，本公司及作者均不承担任何法律责任。本报告版权仅为本公司所有。未经本公司书面许可，任何机构或个人不得以翻 版、复制、发表、引用或再次分发他人 ...

从空中俯瞰，画面最下方的稻田一直到远处的天际线，一个个深绿色的的丘陵小山包，铺满了大地棋盘，镶嵌其间的浅绿略带金 黄的部分，是下周到月底将陆续收割的水稻田，除此之外，在丘陵之间的低矮洼地，还有蜿蜒流淌的小河，与星星点点的鱼塘、池 塘，在西南地区的丘陵山地间，大地用深浅不一的绿色，诉说着乡村里的生机勃勃。 央视网消息：四川省乐山市的井研县，地处四川盆地的西南部，丘陵地貌占全县总面积98%以上。这里也是全国产粮大县、全国 生猪调出大县、全国柑橘产业30强县。目前在井研县的"百里粮油走廊"，当地通过高标准农田建设与"水稻+"模式的推广，绘就了一 幅产业强，生态美的农业画卷。眼下，井研县的秋粮即将迎来丰收，让我们跟随总台记者蒋林，一起感受"水稻+"发展模式下的丰收 场景。 井研县是四川一个非常典型的丘陵地区农业大县，这里的土地很少有连片的大田，因此在丘陵地区发展农业更要因地制宜、因势 利导。通过航拍画面可以看到，这一大片丘陵是四川盆地从平原向高山过渡的地带。 丘陵地区"藏着"农业大县 老乡说，眼下小龙虾已经陆续进入今年的繁殖季节，因此最近他们在收虾的时候，会把一部分已经在繁育虾卵的雌虾放回到的田 里。通过自然留种繁育 ...