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财经观察:中国南北方多维度破解大豆难题
Huan Qiu Shi Bao· 2025-06-03 22:53
Core Viewpoint - China's soybean industry is adapting to challenges posed by trade tensions, focusing on self-sufficiency and technological advancements in breeding and production [1][10]. Group 1: Soybean Production and Breeding - The southern soybean breeding team has achieved an increase in production by 5 million tons, with new high-yield varieties being developed [2][5]. - In 2024, China's soybean production is projected to reach 20.65 million tons, with a yield of 133.35 kg per mu, marking a significant increase from previous years [5][8]. - The southern region is a key area for high-protein soybean production, meeting domestic demand for edible soybeans, while the feed and oil markets rely heavily on imports [4][5]. Group 2: Technological Advancements - The breeding process has evolved, allowing for multiple generations of hybridization within a year in controlled environments, enhancing the efficiency of developing new soybean varieties [4][8]. - The industry is transitioning from traditional breeding methods to more advanced techniques, including the use of AI and big data, to improve breeding outcomes [8][9]. Group 3: Market Dynamics and Strategies - The trade war has prompted a shift in China's soybean import strategy, with increased focus on diversifying sources and enhancing domestic production capabilities [10][11]. - Experts emphasize the need for improved harvesting technology to reduce losses during soybean collection, which currently sees significant amounts of soybeans lost in the process [11]. - The industry is exploring alternative protein sources and crop rotations to mitigate reliance on soybean imports and enhance domestic supply [11].
财达证券每日市场观察-20250603
Caida Securities· 2025-06-03 08:52
每日市场观察 2025 年 6 月 3 日 【今日关注】 周五指数下挫成交额 1.16 万亿比上一交易日减少约 500 亿,行业多数 下跌,农业、银行、医药、军工等少数行业小幅上涨,汽车、电子、机 械、计算机等行业跌幅居前。 在周四市场出现反弹情况下,周五全天弱势运行,强度低于预期。美国 联邦巡回上诉法院批准特朗普政府请求,暂时搁置美国国际贸易法院此 前作出的禁止执行行政令的裁决,对市场造成新的打击。下跌的个股和 行业占比超过八成,并且不少行业创出本轮调整以来的新低。虽然有养 殖业等个别新的热点出现,但是从可控核聚变、机器人等板块的下跌幅 度较大看,新的热点仍然是轮动性质,可持续性难有保障。其中,机器 人板块下跌加速,其作为今年以来上涨幅度和资金参与程度较深的板块, 这种加速下行的现象,可能从侧面反映出整体市场的弱势性质仍未结束。 周四上涨引发的反弹预期可能夭折,操作上需要重新回到防守姿态。对 于近期反弹相对明显的行业,比如创新药、芯片设计等仅限短线有限参 与。军工板块调整后有所企稳,6 月份将举办国际防务展,同时国内新 航母列装服役进度加快,可以作为逢低关注的重点行业。 【市场回顾】 市场概况:5 月 30 ...
四川6个国家级制种大县(市、区)启动种子认证工作一年 种子“持证上岗”制种企业咋“赶考”?
Si Chuan Ri Bao· 2025-06-03 06:59
Core Viewpoint - The establishment of a national seed certification system in China aims to enhance seed quality and competitiveness in the agricultural sector, with specific implementation in Sichuan province [1][5]. Group 1: Seed Certification Process - The seed certification process involves independent third-party organizations overseeing the entire quality control from production to packaging [2]. - Certification requires that seeds exceed national standards by 1 to 3 percentage points in key quality indicators such as germination rate, purity, moisture, and cleanliness [2][4]. - For example, rice seed purity must reach 98% for certification, compared to the national standard of 96% [2]. Group 2: Challenges in Certification - Achieving certification standards is complex, requiring multiple batches of seeds to meet the criteria before they can be marketed [3]. - Weather conditions, such as continuous rainfall during the flowering period, can significantly impact the certification process for seed companies [3]. Group 3: Benefits of Certification - Certified seeds can lead to higher yields, with a 1% increase in germination rate potentially resulting in a 1% increase in production [4]. - Certification enhances market competitiveness and brand reputation for seed companies, making their products more attractive in a crowded market [4]. - The first batch of certification certificates was issued in March, covering 32 companies and totaling 1,104.5 million kilograms of certified seeds [4]. Group 4: Government Support and Future Plans - The Sichuan government has allocated central financial rewards to encourage seed companies to apply for certification [5]. - The 2025 development plan for modern agriculture in Sichuan includes goals for increasing certified seed production areas, particularly for rice and oilseed crops [5].
【榆林】发展高效旱作节水农业
Shan Xi Ri Bao· 2025-06-02 22:52
Core Viewpoint - Yulin is transforming from a "desert city" to an important "ecological granary" in Shaanxi by developing efficient drought-resistant water-saving agriculture, focusing on technological advancements in water management and irrigation systems [1][4]. Group 1: Agricultural Development - In 2023, Yulin's grain planting area reached 10.99 million mu, ranking first in Shaanxi [1]. - By 2024, the grain yield in Yulin's efficient drought-resistant water-saving agricultural project area is expected to exceed 400 kg per mu [1]. - Yulin plans to implement 597,300 mu of new efficient drought-resistant water-saving agriculture this year [1]. Group 2: Water Management Strategies - Yulin has introduced a five-year action plan to develop efficient drought-resistant water-saving agriculture, focusing on improving water resource utilization efficiency through various measures [4]. - The "four-in-one" drip irrigation project in Yangshikeng Village has been implemented to address water scarcity, combining water storage, solar-powered water lifting, soft water storage, and drip irrigation [5][6]. - The project has resulted in a 30% water saving per mu in Yangshikeng Village, significantly enhancing water resource utilization efficiency [6]. Group 3: Technological Innovations - Yulin is advancing high-standard farmland construction and applying technologies such as membrane drip irrigation and integrated water and fertilizer systems to improve irrigation efficiency [9]. - As of now, a total of 20,000 mu of land has been equipped with intelligent water-saving devices, allowing for precise control of irrigation and fertilization based on soil moisture and crop needs [10]. - The efficient drought-resistant water-saving agricultural project area has achieved an average water saving of 30% and fertilizer saving of 20%, laying a foundation for the national grain production enhancement initiative [10]. Group 4: Economic Impact - The introduction of water-saving technologies has improved corn yield and quality, with local farmers benefiting from using homegrown corn as feed for livestock, leading to higher profits [11][12]. - In Jingbian County, a 10,000 mu facility vegetable base has been established, with products sold nationwide, showcasing the economic benefits of water-saving irrigation technology [13]. - Yulin plans to add 597,300 mu of efficient drought-resistant water-saving agriculture this year, which is expected to save 25 million cubic meters of water and 2,000 tons of fertilizer annually [13].
三亚 在扎实推进海南自由贸易港建设中挑大梁、当先锋
Ren Min Ri Bao· 2025-05-31 21:59
2020年6月1日,《海南自由贸易港建设总体方案》正式发布,一幅新时代改革开放的壮美画卷在南海之 滨徐徐展开。5年来,作为海南自由贸易港建设的前沿阵地和重要窗口,海南省三亚市与时代同频共 振,结合自身资源禀赋,以"挑大梁"的担当扛起历史重任,以"当先锋"的锐气突破发展瓶颈,加快推动 形成园区平台支撑、上下游协作配套的产业发展新格局,培育壮大新质生产力,积极抢占南繁种业、深 海科技等新领域新赛道,构建具有三亚特色和优势的现代化产业体系,扎实推进三亚改革开放和经济社 会高质量发展,全力建设世界知名宜居宜游宜业热带滨海城市,为海南自由贸易港建设和中国式现代化 发展贡献三亚智慧与力量。 释放政策红利,离岛免税购物"金字招牌"越擦越亮 产业兴则经济兴。5年来,三亚从单一发展旅游业、房地产业,到向"旅游消费+科技创新+现代产业"的 城市形态演进,多点支撑、多业并举、多元发展的产业发展新格局正加快构建。多元产业矩阵构筑起三 亚高质量发展的"强引擎",2024年,三亚地区生产总值首次突破千亿元大关。 三亚崖州湾科技城高新区牵手百健士等国际知名企业,依托科大讯飞、一飞科技、三亚通航、京东方艺 云、三亚深海化合物资源中心等企事业 ...
知识产权如何助力新时代东北全面振兴?黑吉辽蒙主管部门哈尔滨“论剑”
Zhong Guo Xin Wen Wang· 2025-05-30 15:50
中新网哈尔滨5月30日电(记者孙自法)以平台"一根针"成功穿起知识产权服务"千条线"、实现"全链条、 一站式"知识产权保护、找准知识产权在促进民营经济发展中的定位和作用、"蒙"字标更是内蒙古优质 农畜产品走向全国走向世界的"品质身份证"…… 5月30日下午,"知识产权助力新时代东北全面振兴"新闻发布会在哈尔滨举行。中新网记者孙自法摄 聚焦"知识产权助力新时代东北全面振兴"主题,国家知识产权局5月30日下午在哈尔滨举行新闻发布 会,黑龙江、吉林、辽宁、内蒙古三省一区知识产权部门负责人同台回应媒体提问,"论剑"知识产权保 护、运用和如何助力当地经济社会发展,推动东北振兴。 吉林省知识产权局局长李继武介绍说,吉林省大力推进知识产权强省建设,知识产权全链条保护能力稳 步提升。一是推进法治化建设,提升知识产权保护效能;二是强化全链条保护,促进产业创新发展;三 是深化体制机制改革,营造良好创新环境。 强化全链条保护方面,吉林省建设新质生产力知识产权保护先导区,助推科技创新和新质生产力发展; 建设知识产权保护核心区,实现"全链条、一站式"知识产权保护;建设现代农业知识产权保护特色园 区,提升种业品种权培育能力;建设光电信息 ...
“三夏”·我们不一样
He Nan Ri Bao· 2025-05-28 22:40
Core Insights - The article emphasizes the importance of strengthening farmland protection and construction to ensure food security in Henan Province, which plays a crucial role in national agricultural development and food safety [1] Group 1: Agricultural Innovation - The Henan Provincial Hybrid Wheat Engineering Technology Research Center utilizes accelerated breeding technology, allowing for 4-5 breeding cycles per year compared to the traditional 8-10 years [2] - The center focuses on high-yield, stable, and quality wheat breeding, addressing challenges in traditional hybrid wheat germplasm innovation and variety selection [2][3] - The center has developed a comprehensive system for wheat breeding that includes molecular biology laboratories and digital experimental wind tunnels, significantly enhancing breeding efficiency [3] Group 2: Hybrid Wheat Industry - The National Hybrid Wheat (Dengzhou) Industrialization Base, established in collaboration with the Beijing Academy of Agriculture and Forestry Sciences, aims to enhance hybrid wheat production through a full industrial chain approach [5] - The base has preserved over 15,000 hybrid wheat germplasm resources and identified 32 new hybrid wheat combinations that increase yield by over 10% [5] - The 京麦 series hybrid wheat varieties are being cultivated across 5,000 acres in various regions, demonstrating high yield stability and adaptability to different environmental conditions [6]
中原粮仓的“芯”动能——“打赢这一战 底气从何来”系列观察之四
He Nan Ri Bao· 2025-05-28 22:40
从解决"吃得饱"到保障"吃得好",从应对"靠天收"到实现"科技赢",河南种业发展因需而动、向新而行,致 力于让每一粒种子都成为丰收的希望,让中原粮仓的根基更深更实。 因需而动,锚定育种方向 种业兴,农业兴。种子是农业的芯片,更是筑牢中原粮仓的核心密码。产量攀升、绿色优质,河南品种选育 始终与需求同频共振,新品种选育水平全国领先。 5月28日,洛阳市伊滨区龙门实验室农业智慧化生产示范基地,无人驾驶收割机在田里进行麦收作业。 倪睿 摄 粮安天下,种为粮先。 "我们选育抗旱品种的目标,是干旱之年少减产、平顺之年能增产、丰水之年创高产。"洛阳市农林科学院小 麦研究所副所长吴少辉表示,将继续挖掘旱地小麦品种的高产稳产潜力。 满足优质期待—— 一粒良种,千粒好粮。5月22日,滑县白道口镇张林庄村2万多亩"郑麦1860"种粮一体化示范基地里,植株挺 拔。 "郑麦1860"连续3年被农业农村部列为国家主导品种,具有高产稳产的特性,而且在减少肥料使用20%的条件 下依然能够保持稳产。示范基地负责人徐朝生对此深有体会,他种植"郑麦1860"已有6年,"今年即便在天气 比较干旱的情况下,小麦的亩穗数、穗粒数依然比较理想"。 农业绿 ...
隆平高科: 关于变更注册资本暨修订《公司章程》的公告
Zheng Quan Zhi Xing· 2025-05-28 10:28
证券代码: 000998 证券简称:隆平高科 公告编号:2025-36 袁隆平农业高科技股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏。 除上述修订条款外,原章程其余条款保持不变。同时,公司董事会提请股东 大会授权董事会负责向工商登记机关办理公司前述事项变更(备案)登记所需的 所有相关手续,并授权董事会及其授权办理人员按照工商登记机关或其他政府有 关部门提出的审批意见或要求,对本次变更(备案)登记的事项进行必要的修改, 上述修改对公司具有法律约束力。 袁隆平农业高科技股份有限公司(以下简称"公司")于2025年5月28日召 开第九届董事会第十九次(临时)会议,审议通过了《关于变更注册资本暨修订 <公司章程> 的议案》,具体相关事项公告如下: 本次修订后的《公司章程》以工商登记机关核准的内容为准。本次章程修订 尚需提交公司 2025 年第一次(临时)股东大会审议。 一、变更注册资本的相关情况 特此公告 根据中国证券监督管理委员会出具的《关于同意袁隆平农业高科技股份有限 公司向特定对象发行股票注册的批复》(证监许可〔2025〕700号),公司向特 定对象发 ...
隆平高科: 关于使用募集资金置换已支付发行费用的自筹资金的公告
Zheng Quan Zhi Xing· 2025-05-28 10:28
证券代码:000998 证券简称:隆平高科 公告编号:2025-35 袁隆平农业高科技股份有限公司 关于使用募集资金置换已支付发行费用的自筹资金 的公告 二、募集资金投资项目情况 根据《袁隆平农业高科技股份有限公司向特定对象发行股票募集说明书(修订 稿)》,本次发行的募集资金,扣除发行费用后的募集资金净额将全部用于偿还银行贷 款及补充流动资金,有助于公司优化资产负债结构、改善财务状况,增强公司高质量 研发投入、运营发展及产业整合的资金实力,进一步提升公司种业龙头地位。 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意袁隆平农业高科技股份有限公 司向特定对象发行股票注册的批复》 (证监许可〔2025〕700 号),公司已完成向特定 对象发行股份 152,477,763 股,发行价格人民币 7.87 元/股。本次发行共计募集资金 汇入公司指定资金专户。另减除保荐承销费、律师费、审计及验资费等与发行权益性 证 券 直 接 相 关 的 新 增 外 部 费 用 5,273,584.90 元 后 , 公 司 本 次 募 集 资 金 净 额 为 验证,并于 2025 年 4 月 21 日出具《验资报告》(天 ...