Core Insights - The report emphasizes a continued oscillating market pattern, suggesting that the index's upward movement driven by position recovery does not alter the overall oscillating trend [2] - It advocates for a strategic focus on mid-cap blue-chip stocks, particularly in the agricultural and chemical sectors, as they are expected to perform well in the current market environment [2][3] Market Strategy - The report notes that the index is currently at a midpoint of its oscillation range, recommending an active adjustment of portfolio structures to include mid-cap blue-chip stocks [2] - It highlights that the recovery of market positions post-holiday indicates a clear shift in fund allocation towards mid-cap blue-chip stocks, with cyclical manufacturing sectors showing stronger performance compared to technology growth sectors [2] Industry Strategy - In the agricultural sector, the report suggests that domestic companies must expand into international markets to overcome growth limitations, emphasizing the importance of product and technology exports, asset investments, and mergers/joint ventures [3] - Successful companies in this sector are characterized by strong core product advantages, comprehensive industry chain layouts, and effective local market integration [3] Thematic Strategy - The rare earth sector is projected to experience a dual boost in profitability and valuation, with expectations of rising rare earth prices due to sustained demand and supply-side improvements [4] - The report underscores the strategic value of rare earths in the context of increasing geopolitical uncertainties, suggesting that domestic rare earth companies may benefit from accelerated asset consolidation [4]

原标题：甘肃金昌加快构建创新开放生态 ◎本报记者 颉满斌 通讯员 刘欢欢 近日，甘肃金车储能18GWh钠离子电池项目成功实现战略转型重启。这一总投资61.15亿元的重大项 目，通过引进战略投资者、强化技术攻关，成功从磷酸铁锂技术路线转向钠离子电池技术路线，预计项 目全部投产后可实现年产值108亿元。该项目的重启，成为甘肃省金昌市以科技创新引领产业转型升级 的生动写照。 近年来，金昌市坚持把科技创新摆在发展全局的核心位置，以科技创新引领产业升级，为高质量发展注 入强劲动能。2024年，金昌市综合科技进步水平指数达72.4%，较2021年提升14.35个百分点。"十四 五"时期，金昌市财政科技支出年均增长14.17%，技术合同成交额年均增长28.26%，2项成果获国家科 学技术进步奖二等奖，22项成果获省科学技术进步奖。 突破性成果不断涌现 在位于金昌市的金川集团股份有限公司矿山深处，一套国内首创的储料缓冲仓远程清矿系统正平稳运 行。操作员通过电子手柄精准操控机械臂，仅需10分钟即可完成以往需要2名工人耗时2小时的人工清矿 作业，清矿效率提升40%，为行业提供了可复制的智能化转型样本。 与此同时，在甘肃元生农牧科 ...

来源：市场资讯 （来源：博亚和讯） 春节期间生猪价格先涨后跌，节后跌破11元/kg；种鸡场挺价拉涨，肉鸡苗价格小幅上涨；鸡蛋价格跌 至2.8元/斤，淘汰鸡价格反弹；关税风波再起，节后国内豆粕稳中震荡；补库需求提振，华北玉米价格 小幅上涨；鱼粉市场高位运行；国内维生素E厂商密集涨价、赖氨酸报价坚挺……博亚和讯现将节日期 间畜牧市场、行业、企业重点信息进行汇总，供大家参考。 NEWS 市场动态 | ਸ਼ਾ 区 | 日前 | | 外三元生猪价格(元/kg) | | | 外三元.仔猪(元/kg.20kg体重) | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2026年 | 2月14日 | 2月24日 | 趋势 | 2月14日 | 2月24日 | 趋势 | | 东北 | 黑龙江 | 11.51 | 10.71 | 7 | 24.55 | 24.55 | → | | | 吉林 | 11.45 | 10.60 | 7 | 24.51 | 24.51 | - | | | 辽宁 | 11.60 | 10.80 | 7 | 24.51 | 24.51 | -> ...

Market Strategy - The market is currently in a volatile yet upward trend, driven by position recovery, maintaining a cautious optimism for February. The index is expected to oscillate around the high and low points of January, with a focus on mid-cap blue chips for investment opportunities [2][6] - The strategy suggests actively adjusting portfolios towards mid-cap blue chips, particularly in the chemical and livestock sectors, which are seen as having strong cyclical performance post-holiday [2][6] Industry Strategy - The agricultural sector is encouraged to expand into international markets to overcome growth limitations faced by domestic agricultural enterprises. Successful international ventures typically involve product and technology exports, asset investments, and mergers or joint operations, emphasizing the importance of core product advantages and complete industry chain layouts [3][6] - Key investment targets in the agricultural sector include Muyuan Foods (002714, buy) and Haida Group (002311, buy), with relevant ETFs being Agricultural ETF (159825/159827) and Grain ETF (159698) [3][6] Thematic Strategy - The rare earth sector is poised for a dual boost in profitability and valuation, with expectations of rising rare earth prices in 2026 due to sustained demand and supply-side improvements. The geopolitical landscape enhances the strategic value of rare earths, making it a key area for investment [4][6] - Notable investment targets in the rare earth sector include China Northern Rare Earth Group (600111, buy) and China Rare Earth Group (600259, not rated), with relevant ETFs being Rare Earth ETF (159713/516150) [4][6]

长沙晚报掌上长沙2月23日讯（全媒体记者 刘捷萍 通讯员 唐铭宏）2026年马年春节假期，为保障长沙 进出口顺畅，星沙海关积极实行"预约加班"等通关保障机制，助力中欧班列驰骋不息、农产品争"鲜"供 应港澳，全力确保新春通关"不打烊"。 助力中欧班列"马不停蹄" 2月17日上午，经星沙海关监管放行，农历新年首趟中欧班列（长沙）自长沙国际铁路港启程发往俄罗 斯。春节假期，中欧班列（长沙）持续奔驰在亚欧大陆，成为新春里一道流动的"风景线"。据统计，2 月15日至23日，星沙海关共监管开行中欧班列（长沙）15列，较去年春节假期增长50%。 为保障中欧班列平稳运行，星沙海关提前对接企业掌握发运计划，及时调配人力确保全天候响应班列发 运需求，积极推广提前申报、铁路快通等便利通关模式，大力运用H986非侵入式机检设备提高集装箱 货物查验效能，确保班列货物快速通关。 今年以来，中欧班列（长沙）开行势头强劲，仅1月份就开行进出口班列109列，同比增长101.9%，为 对外开放与外贸稳增长提供坚实支撑。 保障冰鲜禽肉"马上"抵港 新春佳节，香港市民的餐桌同样飘着湖南"鲜味"。2月15日清晨5时，位于长沙县黄兴镇的湖南润乐食品 有 ...

合作意向达成后，驻村干部们立刻化身"产销服务员"，全程护航牛羊肉从牧场到餐桌的全链条。在牧 场，逐群挑选健康活羊，确保出栏品质；在屠宰场，全程监督屠宰流程，严守食品安全底线；在检疫 站，配合工作人员逐项完成检测，筑牢质量防线；在冷库，亲手打包、称重、记录，常常忙碌到深夜毫 无怨言。 当满载1900公斤优质羊肉的货车缓缓驶离拉陇村屠宰场时，牧民们脸上洋溢着久违的笑容。村党支部书 记完玛才让紧紧握着张世龙的手，激动地说："以前养羊最怕'丰产不丰收'，有时候为了等买家，羊要 多喂好几个月，成本越来越高，心里急得上火。现在有工作队帮我们找销路、拓市场，家家户户的收入 越来越高，日子越来越有盼头了！" 这生动的一幕，正是天峻县以党建引领畜牧产业发展的缩影。2025年8月以来，天峻县立足牧区实际， 充分发挥各级党组织牵头抓总、统筹协调作用，择优选派78名政治素质过硬、业务能力突出的驻村干部 奔赴基层一线，接过乡村振兴帮扶"接力棒"。驻村干部们扎根草原、深入牧户，将党建工作与畜牧产业 发展深度融合，推动种牛补贴、牲畜保险等惠民惠牧政策精准落地；积极对接市场资源、汇聚技术力 量，大力推进牛羊肉精深加工产业链建设，让传统畜牧产 ...

Investment Rating - The industry investment rating is "Recommended" [3][45] Core Viewpoints - In January, the total slaughter volume of 18 sample pig companies increased by 12.54% year-on-year but decreased by 11.15% month-on-month, totaling 18.02 million heads [6][9] - The average selling price of commercial pigs for 15 sample pig companies in January was 12.58 yuan/kg, a year-on-year decrease of 19.30% but an increase of 8.83% month-on-month [13][14] - The average weight of slaughtered pigs in January was 121.41 kg, showing a year-on-year increase of 2.82% and a month-on-month increase of 1.42% [16][17] - The industry is experiencing a return to losses in breeding profits before the festival, with the average weight of pigs still at historically high levels [19][20] - The current valuation level of the pig farming sector is relatively low, with sufficient safety margins, and the cost advantages of leading companies like Muyuan are expected to expand [34][35] Summary by Sections Slaughter Volume - In January, the total slaughter volume of 18 sample pig companies was 18.02 million heads, with a year-on-year increase of 12.54% and a month-on-month decrease of 11.15% [6][9][11] Selling Price - The average selling price of commercial pigs in January was 12.58 yuan/kg, down 19.30% year-on-year but up 8.83% month-on-month [13][14][16] Average Weight - The average weight of slaughtered pigs was 121.41 kg in January, reflecting a year-on-year increase of 2.82% and a month-on-month increase of 1.42% [16][17][19] Industry Overview - The industry is facing a return to losses in breeding profits, with the average weight of pigs remaining high historically [19][20][34] Investment Recommendations - The report suggests a forward-looking layout at the bottom, emphasizing efficiency over growth and quality over scale, with a focus on companies like Muyuan, Wens, Dekang, and Shennong [33][34][35]

2月21日，农历正月初五，省委书记刘宁、省长王凯在郑州与我省民营企业家代表餐叙交流，共贺新 春、共话发展、共谋未来。 河南连续两年举办高规格餐叙，持续释放尊商、重商、安商、富商信号，彰显支持民营经济发展的坚定 决心。 此次参加餐叙交流的企业家代表，来自17家民营企业，涵盖传统制造、新能源、生物医药、人工智能等 多领域，是河南民营经济结构优化、动能转换的生动体现，也折射出河南发展新质生产力的强劲实力。 记者第一时间采访企业家代表，畅谈新春期盼，共抒发展信心。 秦英林 "身近心更近，双向奔赴让企业发展信心更足。" "这两年的交流，让大家感到'身近了，心也更近了'。这种互动是双向奔赴，让企业发展的信心更足、 底气更稳。"牧原实业集团有限公司总裁秦英林表示。 在他看来，从这样的交流中，既能感受到省委、省政府谋长远、顾大局的用心，也彰显了河南企业家踏 实务实、坚韧不拔的企业家精神。 "无论遇到多大困难，我们都不会放弃。"他说，正是凭借这份韧劲攻坚克难，如今众多豫企已成长为行 业标杆，不少跻身中国乃至世界前列。 张传卫 "把老家河南建设成为绿色低碳高质量发展的排头兵。" "回到家乡，倍感亲切，强烈感受到咱们河南老家'一马 ...

Core Viewpoint - The article highlights the transformative efforts of Du Gang, a retired soldier and village leader, in revitalizing the economy and community of Hiemin Village through agricultural modernization, livestock farming, and cultural tourism initiatives [1]. Group 1: Agricultural Development - Du Gang has introduced over 30 large agricultural machines, implementing a comprehensive service model that has increased corn yields by 10% and reduced costs by 80 yuan per mu, resulting in a total savings of over 3 million yuan for farmers [3][4]. - The establishment of a standardized sheep breeding base, funded by 1.492 million yuan, has generated an annual output value of 500,000 yuan, benefiting 15 households with an average annual income increase of 20,000 yuan [3][4]. Group 2: Cultural and Tourism Initiatives - Du Gang secured 400,000 yuan for the renovation of idle homestays, which now generate an annual rental income of 70,000 yuan, while also promoting local handicrafts and specialty dining that contribute an additional 100,000 yuan to villagers' incomes [4]. - Plans for a second phase of a cultural park include the construction of an Ewenki cultural exhibition hall and a hunting experience area, aiming to integrate ecology, culture, and tourism for enhanced revenue [4]. Group 3: Community Welfare and Governance - The land transfer of 18,000 mu has increased rental income from 800 yuan to 2,000 yuan per mu, raising collective income by 400,000 yuan, which has been reinvested into community welfare initiatives [5]. - Du Gang has implemented a "Party Member Pairing" system, pairing 18 party members with 36 struggling families to address over 50 community issues, reinforcing the village party branch as a central pillar of rural revitalization [5].

戎装虽卸，军人的担当早已刻入骨髓。上任之初，杜刚用了一个月的时间走遍全村200余户，炕头唠家 常、畜圈看实情，把村民的期盼记在心头，立下"让猎民村富起来"的军令状。他从村集体农机合作社破 局，敏锐抢抓农业机械化趋势，先后引进30余台（套）大型农机设备，推行"耕、种、管、收"全程托管 服务，覆盖周边5村1.2万亩耕地，让玉米亩产提升10%、每亩成本降低80元，累计为农户节本增效300 余万元，合作社也成为当地农业现代化的"助推器"，每年为村集体增收约5万元。 封山禁牧政策落地，杜刚又嗅到新机遇。他四处奔走筹措149.2万元，建成标准化肉羊养殖基地，摸索 出"分群牧养、科学防疫"管理法，实现生态与经济双丰收，基地年产值达50万元，带动15户村民户均年 增收2万元。2025年，他再拓新赛道，带领村民尝试养鹿，深加工鹿肉干制品，拓宽增收路。 （来源：内蒙古日报） 转自：内蒙古日报 □本报记者 于欣莉 在呼伦贝尔市阿荣旗查巴奇鄂温克族乡猎民村，退役军人杜刚是村民们心中的乡村振兴"排头兵"。脱下 橄榄绿、扎根黑土地，从2021年当选猎民村党支部书记、村委会主任起，杜刚带着军人的拼劲、闯劲与 韧劲，带领村民们深耕农业产业、 ...