Group 1 - The China Livestock Breeding Index (930707) decreased by 0.21% as of May 8, 2025, with mixed performance among constituent stocks [3] - Leading gainers included Bio-Stock (600201) up 2.30%, Yiduoli (300381) up 1.61%, and Tianma Technology (603668) up 0.76%, while Meihua Biological (600873) led the declines down 1.28% [3] - The Livestock ETF (516760) fell by 0.32%, with the latest price at 0.62 yuan [3] Group 2 - The agricultural sector is entering a busy season with winter wheat in the grain-filling stage and winter rapeseed being harvested, while corn and rice are in peak spring sowing [3] - Among bond issuers in the agriculture, forestry, animal husbandry, and fishery sector, 13 companies reported year-on-year net profit growth, with Wens Foodstuffs and Muyuan Foods showing significant increases of 250.43% and 554.07% respectively [3] Group 3 - In the seed industry, a new batch of genetically modified varieties is undergoing preliminary review, with attention on the expansion of biological breeding [4] - As of April 30, the national average prices for wheat, soybean meal, and corn were 2456, 3545, and 2314 yuan per ton, reflecting week-on-week changes of +0.7%, -10.7%, and +1.4% respectively [4] - The China Livestock Breeding Index tracks companies involved in livestock feed, veterinary drugs, and livestock farming, with the top ten weighted stocks accounting for 69.38% of the index [4] Group 4 - The top ten weighted stocks in the China Livestock Breeding Index include Haida Group (002311), Muyuan Foods (002714), and Wens Foodstuffs (300498), with respective weights of 11.24%, 10.10%, and 10.08% [6] - The performance of these stocks varied, with Haida Group down 0.30%, Wens Foodstuffs down 0.47%, and Muyuan Foods up 0.28% [6]

全力做好"三夏"工作，推动农业稳产增收。强化小麦病虫害监测防控，完成240万亩小麦"一喷三防"任 务，因地因苗因墒科学肥水管理，确保颗粒归仓。加强双汇1亿只肉鸡、正大300万只蛋鸡等项目跟踪服 务，加快牛羊产业发展，做好养殖场户融资、保险保障服务，确保畜禽产品稳定供给。 推动制造业转型升级，助力企业开拓市场。上半年围绕3条重点产业链出台实操方案，培育建设20个制 造业数字化转型项目，新培育10家以上"专精特新"企业。高质量办好第二十二届食博会，力争实现签约 额300亿元以上。扩大食品出海，组织企业参加广交会、泰国食品展等境内外展会，助推企业开拓海外 市场。 加快重大项目、政策性资金项目建设。力争6月底前全年计划新开工的116个省市重点项目手续办理完 毕，推动150个省市重点项目上半年累计完成投资600亿元以上、投资完成率65%以上。全力推进21 个"两重""两新"及提前批中央预算内投资项目和28个绿色通道专项债项目建设，力争6月底前完成全年 计划投资的60%以上。 大力开展促消费活动，着力推进文旅消费。"五一"期间发放500万元零售、餐饮、汽车消费券，开展万 达广场、金街等重点商圈提升行动，打造地标性消费商圈 ...

Core Viewpoint - The livestock farming sector is experiencing a positive trend, with an extended profit period expected for pig farming, driven by improved demand and favorable pricing dynamics [1][2]. Group 1: Market Performance - As of May 7, 2025, the China Livestock Breeding Index (930707) increased by 0.20%, with key stocks such as Shengnong Development (002299) rising by 1.89% and Yiduoli (300381) by 1.75% [1]. - The Livestock ETF (516760) rose by 0.16%, with a recent price of 0.63 yuan, and has seen a cumulative increase of 7.19% over the past three months, ranking in the top 25% among comparable funds [1]. - The average price of pork in national wholesale markets reached 20.96 yuan/kg on May 6, 2025, marking a 1.8% increase compared to pre-holiday levels [1]. Group 2: Financial Performance - In 2024, pig farming enterprises are projected to generate revenues of 437 billion yuan, a year-on-year decline of 1.28%, while net profit attributable to shareholders is expected to rise by 337.73% to 32 billion yuan [1]. - In Q1 2025, pig farming enterprises achieved revenues of 107.88 billion yuan, reflecting an 18.69% year-on-year increase, with industry net profit reaching 7.91 billion yuan, up 236.12% year-on-year [1]. Group 3: Supply and Demand Dynamics - As of Q2 2025, domestic demand for pigs is showing marginal improvement, with price support and a gradual transition into a phase of price increases [2]. - External factors, including rising feed raw material prices due to tariffs and increased costs of imported meat, are also contributing to favorable pricing for pigs [2]. Group 4: Valuation Metrics - The Livestock ETF, which tracks the China Livestock Breeding Index, has a current price-to-earnings ratio (PE-TTM) of 12.38, placing it in the 1.74% percentile over the past year, indicating a valuation lower than 98.26% of the time in the last year [2]. - The China Livestock Breeding Index includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of related listed companies [2]. Group 5: Top Weighted Stocks - As of April 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index include Haida Group (002311), Muyuan Foods (002714), and Wens Foodstuff Group (300498), collectively accounting for 69.38% of the index [2].

21世纪经济报道记者 翁榕涛 桂林报道 "不需要抵押物，担保费率又低，放款速度也比较快，在找了几次银行贷款无果后，融资担保真正解决 了我的资金困难。"桂林市一家小微企业的负责人告诉21世纪经济报道记者。 近日，21世纪经济报道记者跟随普惠金融调研团来到桂林，从人口繁密的城区到风景秀丽的山区，从田 间地头到工厂车间，调研了粮食生产、畜牧及水产养殖、文旅消费以及电子产品等众多企业，既看到了 众多小微企业的发展成果和现实困境，也目睹了普惠金融的活水如何滋润实体企业，与产业同呼吸，和 地方经济共成长。 "啤酒贷"、"酒店保"、"创业担"、"富农保"等一系列金融产品，是桂林小微企业融资担保有限公司（下 称"桂林小微担保"）公司为了破解企业融资难、融资贵和融资慢的难题，打破常规枷锁后推出的特色创 新担保产品。 看到养殖的牛羊在市场上销售火热，刘桂生想扩大养殖规模，但苦于没有本金，去找当地银行被告知没 有抵押物无法贷款，辗转之下找到桂林小微担保公司。 刘桂生表示，"非常感谢担保公司对农业发展的大力扶持，我们顺利拿到了总额90万元三年期的信用贷 款，担保利率仅有0.5%，贷款利率也比较低，接下来我们公司还想延长产业链，做牛羊 ...

Group 1 - The China Livestock Breeding Index (930707) increased by 0.37% as of May 6, 2025, with notable gains from companies such as Brother Technology (002562) up 6.19% and Blue Biological (603739) up 2.64% [2] - The Livestock ETF (516760) rose by 0.32%, with a recent price of 0.62 yuan, and has accumulated a 6.88% increase over the past three months, ranking among the top comparable funds [2] - The Ministry of Agriculture and Rural Affairs emphasized stabilizing the production and supply of key agricultural products, particularly summer grain, and enhancing disaster response mechanisms to mitigate drought impacts [2] Group 2 - Institutions predict that the price of pigs will experience a weak cyclical trend in 2025 due to changes in the national breeding sow capacity and the impact of porcine epidemic diarrhea [3] - The Livestock ETF tracks the China Livestock Breeding Index, which reflects the overall performance of listed companies involved in livestock feed, veterinary drugs, and livestock farming [3] - As of April 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.38% of the index, with Hai Da Group (002311) and Mu Yuan Co. (002714) being the largest contributors [3] Group 3 - The latest price-to-earnings ratio (PE-TTM) for the Livestock ETF is 12.32, indicating it is at a historical low, being below 99.42% of the time over the past year [3] - The average weekly price of commercial pigs was 14.79 yuan/kg as of April 30, 2025, reflecting a decrease of 0.17 yuan/kg week-on-week, while the average price for 15 kg piglets was 649 yuan/head [2]

民营经济在"数智"转型赛道上正跑出"加速度"。新希望集团有限公司董事长刘永好在福州分享起"AI养 猪"的魅力，"每年节约1%饲料粮，连续五年，可节约粮食约150万吨。" "数智化转型是中国民营企业生存发展的必答题。"刘永好介绍，在中国粮食消费结构中，饲料用粮占比 超50%。作为畜牧业龙头企业，新希望自主研发"鸿瞳"配方系统，依托过去40年积累的养殖数据，通过 智能算法精准设计饲料配方，指导饲料生产和精准饲喂，实现源头节粮。 老牌卫浴企业九牧集团在全行业率先接入DeepSeek大模型，产品创新实现加"数"度，研发周期缩短 20%，研发效率提升30%。九牧集团董事长兼总裁林孝发说，过去自动化是效率，现在数字化是生存， 未来智慧化是竞争领先。 中新社福州5月1日电 (记者 龙敏)与大模型对话，生成"五一"期间福州的旅游攻略；随手一画，生成毕 加索等大师风格的画作；选一款风景名胜"拉花"，喝一杯"灵犀AI咖啡"……在第八届数字中国建设峰会 现场体验区，超100个互动展项与30余台形态各异、功能不同的机器人组成的"数字方阵"，生动勾勒出 中国民营企业数智化转型的图景。 4月30日，国画书法机器人挥毫泼墨吸引参观者。第八 ...

2025年4月30日，新希望(000876.SZ)发布2025年第一季报。截至2025年4月30日，共有23个机构投资者 披露持有新希望A股股份，合计持股量达30.01亿股，占新希望总股本的66.30%。其中，前十大机构投 资者包括南方希望实业有限公司、新希望-德邦证券-23希望E1担保及信托财产专户、新希望集团有限公 司、中国证券金融股份有限公司、西藏思壮投资咨询有限公司、西藏善诚投资咨询有限公司、香港中央 结算有限公司、拉萨开发区和之望实业有限公司、中国工商银行股份有限公司-华泰柏瑞沪深300交易型 开放式指数证券投资基金、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基 金，前十大机构投资者合计持股比例达65.65%。相较于上一季度，前十大机构持股比例合计下跌了0.41 个百分点。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.16%。 公募基金方面，本期较上一期持股增加的公募基金共计8个，主要包括富国中证农业主题ETF、天弘中 证农业主题A、易方达中证现代农业主题ETF、华夏中证农业主题ETF、平安中证畜牧养殖ETF等，持 股增加占 ...

2025年4月30日，金新农(002548.SZ)发布2025年第一季报。截至2025年4月30日，共有5个机构投资者披 露持有金新农A股股份，合计持股量达2.71亿股，占金新农总股本的33.67%。其中，机构投资者包括广 州金农产业投资合伙企业(有限合伙)、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券 投资基金、中国工商银行股份有限公司-中信保诚多策略灵活配置混合型证券投资基金(LOF)、华宝量化 选股混合发起式A、华宝中证500增强A，机构投资者合计持股比例达33.67%。相较于上一季度，机构 持股比例合计下跌了4.52个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括中信保诚多策略混合(LOF)A、华宝量 化选股混合发起式A，持股增加占比达0.20%。本期较上一季度持股减少的公募基金共计1个，即国泰中 证畜牧养殖ETF，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计1个，即华宝中证500 增强A。本期较上一季未再披露的公募基金共计62个，主要包括华夏行业景气混合、招商量化精选股票 发起式A、招商中证畜牧养殖ETF、畜牧ETF、中信建投价值增长A等。 对于社保基 ...

Core Viewpoint - The article highlights the successful sale of 70,000 pounds of ginseng fruit from Wu Chuan, which was previously facing a sales crisis, thanks to the efforts of a local support team that facilitated connections between farmers and markets [1][4][12]. Group 1: Sales and Market Dynamics - The ginseng fruit, characterized by its full flesh and smooth texture, was sold at an average price of 2.8 yuan per pound, with a market retail price reaching 8 yuan per pound, helping farmers recover nearly 200,000 yuan in losses [15][14]. - The support team managed to establish a procurement agreement with suppliers in the Guangzhou Jiangnan fruit wholesale market within just 36 hours [14][12]. Group 2: Agricultural Support Initiatives - Since its establishment in July 2024, the support team has implemented various measures, including production and sales connections, industry cultivation, and livelihood guarantees, to enhance local agricultural efficiency and increase farmers' income [6][7]. - The team is currently working on the construction of a rural revitalization product exhibition hall in Huangpo Town, expected to be completed by the end of June, which will showcase local agricultural products [20][21]. Group 3: Future Plans and Development - The farmer, Chen Shaohong, plans to expand his operations by raising 5,000 local chickens and is receiving assistance from the support team to connect with leading agricultural enterprises for technical support [23][24]. - The support team is also investing 3 million yuan to develop a sweet potato industry hub and a detoxified seedling laboratory, aiming to establish a national-level laboratory to address seed degeneration issues [35][36].

Supply and Market Conditions - The supply of essential food products, including vegetables, meat, and dairy, is sufficient and stable ahead of the "May Day" holiday [2][3][10] - The area of vegetables planted nationwide reached 83.25 million acres in early April, an increase of 1.9% year-on-year [3] Regional Highlights - Shouguang, a key facility vegetable production base, is currently in the harvest season for various types of tomatoes, including red, orange, and yellow varieties [5][7] - The tomato planting area in Shouguang is 35,000 acres, with a peak production of 260,000 tons being shipped nationwide [8] Price Trends - The vegetable price index has recently declined due to seasonal factors, as reported by the Shouguang Agricultural Products Logistics Park [9] - The Agricultural and Rural Affairs Ministry reported a year-on-year increase in the production of various proteins, including pork, beef, and poultry, indicating a stable supply of quality protein sources [13] Preparedness for Holiday Demand - Supermarkets are proactively stocking up on eggs and other essential items to meet the anticipated surge in demand during the holiday [15]