他梦想把果园变成公园，让劳动变成亲近自然的运动，实现"四季有花、四季有果"。"花儿盛开，蝴蝶 自来，蜜蜂自来"，在张奎峰看来，这不仅是对"绿水青山就是金山银山"的实践，也是农业人为实现"双 碳"目标贡献的力量。 转自：扬子晚报 "咱农民其实是'最富有的人'——每天闻着花香、听着鸟语，呼吸着新鲜空气，吃着自家种的新鲜果 蔬，享受四季轮换的美好……" 2月2日报到现场，来自句容市白兔镇的省人大代表，致富果业专业合作社社长、党支部书记张奎峰一番 真诚而充满泥土芬芳的发言，诉说着"新农人"的骄傲。 从的哥到"新农人"：一次转身，十五年扎根 2010年之前，张奎峰还是一名普通的出租车司机。一次偶然的机会，他在镇江农科院看到了赵亚夫老师 的事迹，被特色高效农业深深吸引，当即决定回乡创业，梦想"通过种植高效农业带领乡亲们共同致 富"。 这一转身，就是十五年。 如今，他不仅成为了"葡萄大王"，还荣获全国优秀农民工、江苏省劳动模范等称号，当选省人大代表， 更亲眼见证家乡通过发展特色农业焕然一新。"越来越多的乡亲们实现了增收致富。"他感慨，"农业是 充满希望的朝阳产业，农民是值得骄傲与尊重的职业。" 师从赵亚夫：让果园变公园，农 ...

证券之星消息，2月2日种植业板块较上一交易日下跌6.54%，荃银高科领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。种植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) | | | --- | --- | --- | --- | --- | --- | --- | | 002772 | 众兴菌业 | 17.10 | 4.20% | 32.90万 | | 5.57亿 | | 002041 | 壹海种业 | 11.64 | 3.10% | 125.74万 | | 14.19 Z | | 600883 | 博闻科技 | 8.50 | -1.28% | ● 7.61万 | | 6522.79万 | | 603336 | 宏辉果蔬 | 9.12 | -1.94% | 13.58万 | | 1.25亿 | | 300511 | 雪榕生物 | 6.00 | -2.44% | 23.26万 | | 1.41亿 | | 920087 | 秋乐种业 | 20.44 | -2.81% | 22.51万 | | 4.41亿 ...

Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core Viewpoints of the Report - The Financial Street Securities Research Institute constructs a strategy portfolio based on industry and thematic ETFs, referring to the strategy reports "Strategy Portfolio Report under Industry Rotation: Quantitative Analysis from the Perspective of Industry Style Continuity and Switching" (20241007) and "Research on the Overview and Allocation Methods of the Stock - type ETF Market: Taking the ETF Portfolio Based on the Industry Rotation Strategy as an Example" (20241013) [2] - From 20260126 - 20260130, the cumulative net return of the strategy was approximately - 0.24%, and the excess return relative to the CSI 300 ETF was approximately - 0.39%. From October 14, 2024, to the present, the cumulative out - of - sample return of the strategy was approximately 44.34%, and the cumulative excess return relative to the CSI 300 ETF was approximately 19.78% [3] - In the week of February 2, 2026, the model recommends allocating sectors such as refining and trading, cement, and industrial metals. In the next week, the strategy will newly hold products such as Building Materials ETF, Non - Ferrous Metals ETF, and Real Estate ETF, and continue to hold products such as Petrochemical ETF, Chemical ETF, and Gold Stocks ETF [12] 3. Summary by Relevant Catalog 3.1 Strategy Portfolio Information - The strategy portfolio includes ETFs such as Petrochemical ETF (159731), Building Materials ETF (159745), Non - Ferrous Metals ETF (512400), etc. Each ETF has information such as market value, holding status, heavy - held Shenwan industries and their weights, as well as weekly and daily timing signals. For example, the Petrochemical ETF has a market value of 16.60 billion yuan, and the heavy - held industry is refining and trading with a weight of 27.28%, and both the weekly and daily timing signals are 1 [3] 3.2 Performance Tracking - During 20260126 - 20260130, the cumulative net return of the strategy was about - 0.24%, and the excess return relative to the CSI 300 ETF was about - 0.39%. From October 14, 2024 to now, the cumulative out - of - sample return of the strategy was about 44.34%, and the cumulative excess return relative to the CSI 300 ETF was about 19.78% [3] 3.3 Portfolio Adjustment - In the week of February 2, 2026, the strategy will add holdings of Building Materials ETF, Non - Ferrous Metals ETF, Real Estate ETF, etc., and continue to hold Petrochemical ETF, Chemical ETF, Gold Stocks ETF, etc. Some previously held ETFs such as Mining ETF, Communication ETF, etc. will be removed from the portfolio [3][11][12]

Investment Rating - The report maintains an "Overweight" rating for the Agriculture, Forestry, Animal Husbandry, and Fishery sector [2] Core Insights - The report highlights that the planting chain has shown significant excess returns during inflation cycles, with a total excess return of 140 percentage points and 126 percentage points compared to the CSI 300 index during five inflation periods [6] - Current inflation expectations are rising, driven by a 16% increase in Brent crude oil prices since January, which is expected to catalyze the planting chain [5][7] - The report suggests increasing allocation to the planting industry chain, particularly in corn and cotton, due to favorable price trends and low fund holdings in the sector [9] Summary by Sections Investment Recommendations - Recommended stocks include Longping High-Tech (000998 CH) with a target price of 12.77 and a "Buy" rating, and Denghai Seeds (002041 CH) with a target price of 12.06 and an "Overweight" rating [4][22] Market Trends - As of Q4 2025, the fund holding ratio for the agriculture/planting sector is at 1.18% and 0.07%, respectively, indicating a low allocation compared to historical levels [8][9] - The report notes that domestic corn and cotton prices have shown an upward trend since 2025, with January 2026 average prices up 10% and 11% compared to the lowest monthly averages in 2025 [7][9] Historical Performance - The analysis of past inflation cycles indicates that the planting and agricultural processing sectors typically outperform the market, with the planting sector achieving a cumulative excess return of 657% compared to the CSI 300 index over five inflation periods [20] Future Outlook - The report anticipates that the recovery of core inflation indicators and the optimization of supply-demand dynamics will support price increases in the planting chain, further enhancing investment opportunities [7][9]

当前时点如何看农业种植链机会？20260130 摘要 全球粮食进入去库存周期，玉米和大豆库存消费比降至历史低位，供应 趋紧，而 2026 年需求向好，粮价进入底部区间，具备上涨潜力。 宏观层面，美元降息预期带来大宗商品流动性宽松，油价上行通过成本 端传导至农业，共同推动粮价上涨，资源品价格轮动已开始抬升农产品 价格预期。 资金面上，各类资产轮动寻找机会，种植业资金配置处于历史低位（约 0.1%），市场对农产品价格上行预期升温，种植链存在反弹机会。 种业板块周期筑底与成长叙事并存，2026 年粮价下跌对种业的拖累效 应将消退，行业竞争激烈但种子需求有望提升，库存有望消化。 转基因是种业核心驱动力，自 2021 年产业化启动以来推广面积快速提 升，预计 2026 年转基因渗透率加速提升，种业迎来科技升维和格局优 化。 玉米方面，2025 年全球产量创新高但库销比仍在下降，需求改善超预 期，2026 年春播面临挑战，需求良好态势延续，支撑价格回暖。 大豆方面，增产主要来自南美，易受天气影响，北美扩种动力不足，需 通过价格上涨改变潜在不足预期，基本面具备上行基础。 Q&A 目前农业种植链板块的整体观点是什么？ 我们认 ...

1月28日，苏丹现场网报道，苏丹农业银行宣布拨款1050亿苏丹镑，用于迎接即将到来的农业季，支持 小麦和棉花种植。这笔资金还将用于支持杰济拉州的小型种植项目和现代化粮仓建设，以提高农业产量 和仓储效率。 ...

Core Insights - The article highlights the announcement of the 2025 star-rated modern agricultural parks in Sichuan Province, with three parks in Neijiang receiving star ratings [1] Group 1: Agricultural Park Development - Neijiang has prioritized the construction of modern agricultural parks as a key strategy for promoting high-quality agricultural development [1] - Currently, Neijiang has a total of 113 agricultural parks across various levels, including 1 national agricultural science and technology park, 2 national modern agricultural industry parks, 2 national rural industry integration development demonstration parks, 10 provincial modern agricultural parks, 33 municipal parks, and 67 county-level parks [1] Group 2: Research and Collaboration - Neijiang has deepened collaboration with 13 agricultural research institutions, including China Agricultural University, establishing 19 research platforms such as the China-Zizhong Blood Orange International Joint R&D Center and the Neijiang Black Pig Provincial Engineering Technology Research Center [1] - The Weiyuan County Fig Modern Agricultural Park has established the only fig professor workstation of China Agricultural University in the country, cultivating 90 varieties of resources [1] Group 3: Economic Impact - The agricultural parks have actively engaged over 223,900 farming households, with the per capita disposable income of farmers in the parks exceeding the average level of Neijiang City by more than 20% [1]

2025年，吉林加速推进现代化大农业发展，保护性耕作面积达到4179万亩。在良技推广上，吉林实 施"水肥一体化+密植"1138万亩、增长61.2%，实施"一喷多促"3831万亩、增长44%。此外，吉林肉牛屠 宰加工量突破80万头、增长54%；生态渔业产值突破350亿元、实现倍增；人参全产业链产值破千亿 元。 （文章来源：人民日报） 本报长春2月1日电 （记者孟海鹰、郑智文）记者日前从吉林省两会新闻发布会上获悉：2025年，吉林 新建高标准农田910万亩，建成面积占永久基本农田的66.25%。 "下一步，吉林将持续因地制宜推广保护性耕作、深松深翻、有机肥还田等关键技术措施，集成推广'一 喷多促'、生物防治等绿色高效防病虫技术。"吉林省农业农村厅相关负责人介绍，吉林还将聚焦水肥一 体化、智慧农业、农产品品牌培育、农业金融服务等领域，在20个县进行积极探索。 ...

Core Insights - The article highlights the successful agricultural practices in the Alxa League's Luanjing Tan Ecological Migration Demonstration Zone, focusing on food security, industrial efficiency, and rural revitalization [1][2][3] Group 1: Agricultural Production - The demonstration zone achieved a stable grain planting area of over 41,000 acres, with a total grain output surpassing 19 million kilograms and an average yield of 1,144.64 kilograms per acre, marking a new high in production [1] - Farmers are utilizing advanced agricultural techniques, including the promotion of salt-tolerant and lodging-resistant crop varieties, which has led to the establishment of a 10,000-acre high-yield grain demonstration area [2] Group 2: Technological Integration - The integration of technology in agriculture is emphasized, with the adoption of the BeiDou navigation automatic driving system allowing for centimeter-level precision in farming operations, contributing to a mechanization rate approaching 90% [2] - Soil testing and formula fertilization techniques have a coverage rate exceeding 90%, combined with biological pest control methods, effectively reducing pest damage and enhancing crop quality [2] Group 3: Diversification and Economic Growth - The demonstration zone is developing a "grain-economy-feed" triad planting system, guiding farmers to cultivate economic crops such as sunflowers and melons on 14,400 acres, achieving a dual win in food production and economic returns [2] - Livestock farming is also thriving, with farmers like Zhang Yinliang successfully integrating breeding and feeding practices, leading to a scale of 40 cattle and 120 sheep, thus enhancing income opportunities [3]

"强化科技赋能与设施建设，缩小数字鸿沟。"田秀娟建议开展普惠性技能培训，重点面向家庭农场青 年、合作社带头人，辐射带动小农户掌握新技术；整合资源搭建区域性农业综合服务平台，集成农技咨 询、气象服务、市场行情、政策解读、金融保险等功能，提供本地化、个性化服务。 要筑牢"压舱石"，关键在于破解占主体的"小农"转型难题。"当前全省小农经营主体占比超85%，经营 耕地约占总量40%，在大豆、杂粮等特色作物种植中占比超60%，亟须通过制度创新、技术赋能和体系 重构实现转型，筑牢国家粮食安全'压舱石'。"黑龙江省政协委员、九三学社黑龙江省委会秘书长田秀 娟表示，农业科技成果转化差距显著，多数小农户依赖传统种植经验，生物育种、水肥一体化等新技术 应用率低；智慧农业所需的传感器、5G网络在偏远县域覆盖不足。 黑龙江省政协委员、九三学社黑龙江省委委员、东北农业大学农学院院长辛大伟也看到了这一问题，他 表示，农业领域专业人才短缺，基层农技推广人员老龄化严重，7500多名一线农技人员难以全面覆盖全 省广袤耕地区域，且年轻人才因农村薪资待遇低、发展空间有限，不愿扎根基层；种植户老龄化、专业 化水平偏低，对大垄密植、水肥一体化等先进技 ...