Market Overview - The aquaculture sector experienced a decline of 0.22% on September 30, with Lihua Co. leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable gainers in the aquaculture sector included: - *ST Tianshan: Closed at 8.34, up 2.08% with a trading volume of 46,400 shares [1] - Shengnong Development: Closed at 18.03, up 1.75% with a trading volume of 128,900 shares [1] - Jinke Dron: Closed at 16.26, up 0.68% with a trading volume of 107,800 shares [1] - Major decliners included: - Lihua Co.: Closed at 21.71, down 2.91% with a trading volume of 139,700 shares [2] - Juxing Agriculture: Closed at 20.29, down 0.93% with a trading volume of 115,700 shares [2] - New Hope: Closed at 9.80, down 0.41% with a trading volume of 304,900 shares [2] Capital Flow - The aquaculture sector saw a net outflow of 163 million yuan from institutional investors, while retail investors contributed a net inflow of 120 million yuan [2][3] - The capital flow for specific stocks showed: - Muyuan Foods: Net outflow of 16.34 million yuan from institutional investors [3] - Huaying Agriculture: Net inflow of 10.62 million yuan from institutional investors [3] - Shennong Group: Net inflow of 5.14 million yuan from institutional investors [3]

证券之星消息，9月29日养殖业板块较上一交易日上涨0.14%，天域生物领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603717 | 天域生物 | 8.87 | 1.49% | 10.71万 | | 9382.16万 | | 002321 | 华英农业 | 2.98 | 1.36% | 58.32万 | | + 1.72亿 | | 000735 | 罗牛山 | 6.36 | 1.27% | 18.22万 | | 1.15亿 | | 002299 | 圣农发展 | 17.72 | 1.14% | 12.02万 | | 2.11亿 | | 000876 | 新希望 | 9.84 | 1.03% | 52.85万 | | 5.12亿 | | 002714 | 牧原股份 | 53.00 | 1.01% | 49.51万 | | 25.78亿 | | 600 ...

欢迎扫描下方二维码关注： 村民 A 婶儿，你这筐刚摘的黄瓜、番茄看着真新鲜，今天卖得咋样？ 一早来就被老主顾挑走了大半筐，剩下这点估计晌午前就能卖完。也多亏了卖自产农产品免增值税的政策，咱这小本买卖还能多赚 点！ 村民 B 我家还种了点果树，到时候卖苹果也能免增值税不？ 村民 A 像我们家种的蔬菜、你们家种的苹果拿来销售，都是可以免增值税的。具体的规定，还是请税务局的同志给咱们详细解释一下吧！ 一起来了解一下农业生产者销售的自产农产品免征增值税政策的具体规定吧。 XIANGSHOUZHUTI 农业生产者 YOUHUINEIRONG 农业生产者销售的自产农产品免征增值税 XIANGSHOUTIAOJIAN 1.从事种植业、养殖业、林业、牧业、水产业的单位和个人生产的初级农产品免征增值税。 2.农产品应当是列入《农业产品征税范围注释》的初级农业产品。 ZHENGCEYIJU 来源山东税务 欢迎扫描下方二维码关注： 村民 B 2.《中华人民共和国增值税暂行条例实施细则》第三十五条第一项 3.《财政部 国家税务总局关于印发〈农业产品征税范围注释〉的通知》（财税字〔1995〕52号） 温馨提醒：蓝色柳林财税室为非官方平 ...

我省共同富裕步伐不断加快，发展壮大农村集体经济，出台《关于进一步加强农村集体资产监督管理促 进新型集体经济高质量发展的意见》，加强新型集体经济发展政策支持。各地因地制宜发展新型农村集 体经济，全省村组集体资产近5000亿元，村均集体经营性收入达252万元。提升农民就业创业质量，持 续实施重点群体创业推进行动，扶持农民成功创业50.28万人。 加大人才培养力度也值得关注。乡村振兴促进法对培育培养专业人才提出明确要求，省有关部门组织实 施"新农人"三年培育行动计划，打造"新农创、新农匠、新农服、新农商、新农干"五支队伍，培养乡村 产业振兴带头人1360名，培训高素质农民72.13万人。 扬子晚报/紫牛新闻记者万承源 乡村振兴促进法就严格保护耕地、发展特色产业和加强农业科技创新等提出明确要求。全省抓好粮食稳 定安全供给，严格落实粮食安全党政同责，相继出台关于实行耕地保护目标考核、完善耕地占补平衡管 理等政策文件，确保粮食播种面积稳定在8200万亩以上。大力推进高标准农田建设、种业振兴、智慧农 业发展，调出永久基本农田2.55万亩，调入2.61万亩。发展优势特色产业，实施农业全产业链高质量发 展三年行动，2023年以 ...

行业报告 | 行业研究周报 农林牧渔 证券研究报告 2025 年第 39 周周报：行业养殖进入亏损，重视生猪板块预期差！ 1、生猪板块：行业养殖进入亏损，重视生猪板块预期差！ 1）本周猪价加速下跌&外销仔猪亏损加大。截至 9 月 27 日，全国生猪均价 12.76 元/kg，较上 周末-1.39%（智农通），行业自繁自养亏损为 54 元/头；本周 7kg 仔猪价格为 236 元/头，头均 亏损约 54 元/头。供应端，本周出栏均重为 128.55kg（环比+0.10kg），近五年历史同期最高， 其中散户出栏均重 143.92kg（年内高位，已接近 24 年 12 月水平），需求端，周内多地气温下 降，其次价格持续走弱，屠企分割利润增加，再者前期国储交货时间临近；所以本周屠宰样本 日均宰杀量环比+1.80%。当前出栏均重仍处于历史同期高位，猪价继续承压运行，行业已进入 亏损状态，政策引导减产&供强需弱情况下，后续产能有望去化。2）重视生猪板块空间！重 视优秀企业的盈利能力！在 25 年猪价持续低位&政策引导情况下，后续产能有望去化。从 2025 年头均市值看，其中牧原股份 3300-4000 元/头，温氏股份、 ...

在肇庆市高要区蚬岗镇，李湛明养殖场是当地狮头鹅养殖的代表。李湛明从事狮头鹅养殖已有近20年时 间，从最初的小范围养殖，逐步发展到如今拥有113.5亩鱼塘、存栏种鹅2.1万只的规模养殖场，主要经 营狮头鹅孵化及幼苗出售业务。 在养殖行业，投入大、回款周期长是普遍难题，尤其是前期饲料采购需要大量资金，且狮头鹅销售后资 金回笼存在延迟，资金流成为影响养殖场发展的关键因素。 2009年，这家企业申请成立加工场。彼时，加工模式相对传统，还停留在小设备加工、产能低、流程不 规范的模式，市场影响力也较小。"那时候最怕的就是旺季，原材料堆在仓库里，却没有足够的人手和 设备加工，眼睁睁看着商机流失。"肇庆市佳鸿农业有限公司负责人梁庆佳表示，但转型之路并非一帆 风顺，自动化生产线的引进需要数百万元资金，原材料采购的季节性波动也让资金周转压力陡增。 "当时我们跑了不少地方，就是想解决资金难题。"梁庆佳说："正是在这个关键节点，银行的介入缓解 了设备投入和原材料采购的资金压力。"凭借着标准化的生产流程和过硬的产品品质，企业的市场竞争 力不断提升。 在发展壮大的同时，佳鸿农业也探索产业链延伸和品牌化发展。公司2022年开始做电商零售供 ...

Market Overview - The aquaculture sector experienced a slight decline of 0.05% on September 26, with Jingji Zhino leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the aquaculture sector included Huaying Agriculture (+1.38%), Xiantan Co. (+1.32%), and Shengnong Development (+1.27%) [1] - Jingji Zhino saw a decline of 0.88%, with a closing price of 16.85 and a trading volume of 241,300 shares [2] - The total trading volume for the aquaculture sector was significant, with major stocks like Muyuan Foods and New Hope also experiencing minor declines [2] Capital Flow - The aquaculture sector saw a net inflow of 10.71 million yuan from institutional investors, while retail investors experienced a net outflow of 192 million yuan [2][3] - Major stocks like Muyuan Foods and Jingji Zhino had varying levels of net inflow and outflow, indicating mixed investor sentiment [3] - The overall capital flow indicates a preference for institutional investment over retail participation in the aquaculture sector [3]

从资金流向上来看，当日养殖业板块主力资金净流出3.47亿元，游资资金净流入1.14亿元，散户资金净流 入2.34亿元。养殖业板块个股资金流向见下表： 证券之星消息，9月25日养殖业板块较上一交易日下跌1.53%，晓鸣股份领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 000048 | 京基智农 | 17.00 | 0.65% | | 13.86万 | 2.34亿 | | 300761 | 立华股份 | 22.60 | -0.48% | | 11.15万 | 2.51亿 | | 603477 | 巨星农牧 | 20.54 | -0.72% | | 10.89万 | 2.24亿 | | 600975 | 新五丰 | 6.37 | -0.78% | 1 | 20.62万 | 1.31亿 | | 000735 | 罗牛山 | 6.28 | -0.79% | | ...

Core Viewpoint - The theme of the eighth China Farmers' Harvest Festival emphasizes not only the increase in agricultural production but also the enhancement of farmers' income and the quality of industrial development, aiming towards building a strong agricultural nation [1] Policy and Mechanism - The 2024 Central Rural Work Conference highlights the need to improve the mechanism of connecting farmers with agricultural enterprises and to implement actions that promote farmers' income [1] - The 2025 Central Document No. 1 requires the establishment of support policies for new agricultural business entities linked to farmers' income, making the connection between farmers and enterprises a key focus of policy [1] Agricultural Business Models - Various models for connecting farmers and enterprises have emerged, including direct purchasing, contract farming, social services, land transfer, and shareholding cooperation in planting and breeding sectors [2] - In the agricultural tourism sector, leading enterprises develop projects that enhance local agricultural product sales and individual hospitality businesses [2] Market Price Volatility - Market price fluctuations pose significant challenges to the effectiveness of the farmer-enterprise connection mechanism, impacting both direct purchasing and contract farming models [3] - The practice in Heilongjiang's grain trade aims to mitigate price risks through futures contracts, benefiting both farmers and processing enterprises [3] Industry Collaboration - The improvement of the farmer-enterprise connection mechanism requires market-driven approaches, with industry associations playing a crucial role in risk mitigation and enhancing agricultural production capabilities [4] - Successful examples include the pig farming industry in Jiangxi, where associations facilitate cooperation in disease prevention and procurement, leading to better financial support for farmers [4] Capacity Building - The Ministry of Finance and the Ministry of Agriculture and Rural Affairs have introduced funding management measures to enhance the capabilities of new agricultural business entities [5] - In 2024, there are 1.094 million operational entities providing social services, covering over 2.14 billion acres, with a significant portion serving small farmers [6] Sustainable Development - A more efficient and sustainable farmer-enterprise connection mechanism requires a balance between enhancing benefits and improving capabilities, ensuring stable relationships and shared risks [6]

本报讯(杨刚)今年以来，连云港市工业投资集团以"聚焦解放思想、聚力提质增效、聚势强链扩规"为主 题，以"大健康"理念为指引，创新盐业、农业、养殖业产品的品种、品质、品味，深挖品牌价值。 打造非遗盐产品展示基地。挖掘千年淮盐神韵，打造盐产品健康安全品牌，选用以国家级非物质文化遗 产代表性项目——晒盐技艺生产的优质海盐作为原料，持续提升"金淮、古淮、猴王"三大自主品牌影响 力，培育以"雪花盐"为龙头的高附加值产品集群。创建海水稻绿色生产基地。打造农产品绿色有机品 牌，利用盐田土壤腐殖质含量高、微量元素多、弱碱等不可复制元素，深化与科研院所合作，将"盐田 玉"大米品牌创成知名商标。建设现代化养殖示范基地。打造渔产品现代高端品牌，探索"渔光互补"模 式下的养殖产业化发展路径，导入头部企业，推进现代设施渔业全产业链项目建设。 ...