（来源：河北日报） 转自：河北日报 "促进种业振兴，咱们一起使劲" 1月26日，省人大代表张莎莎 （左）和省政协委员焦宏业围绕种业振兴话题进行交流。本报记者 赵杰摄 张莎莎代表郑重地点头。她明白，这份"耐得住"里，饱含着保障"国之大者"的责任，也孕育着实实在在 的收成。当看到新品种丰收那一刻，什么都值了。 不一会儿，列席大会的省政协委员、邯郸市农业科学院玉米研究所所长焦宏业快步赶来。 两人一照面，目光不约而同地落在对方手中的"宝贝"上。 张莎莎代表手捧一个育苗盘，里面几十株翠绿的西红柿种苗正舒展着嫩叶。焦宏业委员手中则是两个金 灿灿的玉米棒，籽粒饱满。 "这是我们合作社历时4年选育的'银领818'西红柿品种，抗病性强、耐低温、产量高。"张莎莎代表语气 里透着自豪，"别看苗小，一棵能结十多斤果。这个品种一茬培育了80多万棵苗，能种满400亩地。" 焦宏业委员听后连连点头："年轻人扎进地里做农业，做出这样的成绩，真了不起！" 他也拿起自己手中的"宝贝"。"这是新选育的'邯玉224'玉米品种。你瞧，籽粒排列整齐、颗颗饱满、产 量非常高，还抗锈病、抗倒伏、耐高温。" 作为玉米育种专家，焦宏业委员二十多年忙碌在玉米地里 ...

Core Viewpoint - Rural revitalization is considered the foundational support and key link for the comprehensive revitalization of Liaoning province, with a focus on transforming agriculture into an efficient and profitable industry [1] Group 1: Agricultural Innovation - Emphasis on accelerating seed industry innovation and strengthening the deep integration of production, education, and research led by enterprises, ensuring that companies maintain their primary role in technological innovation [1] - The need to cultivate and grow leading agricultural technology enterprises to enhance their independent innovation capabilities [1] - Systematic deployment of tasks related to variety cultivation, soil quality improvement, and agricultural machinery research and development to establish a robust technological platform [1] Group 2: Regional Advantages and Differentiated Development - The importance of leveraging regional advantages to layout industries according to local conditions, achieving differentiated development [1] - Focus on key aspects of "variety, quality, and brand" for specialty products such as Dandong strawberries and Dalian cherries, promoting standardized production [1] Group 3: New Cultivation Models - Strong promotion of new cultivation models, particularly dense planting methods, which offer advantages such as labor-saving, time-saving, and ease of mechanization [1]

Core Viewpoint - Rural revitalization is considered the foundational support and key link for the comprehensive revitalization of Liaoning province, with a focus on transforming agriculture into an efficient and profitable industry [1] Group 1: Agricultural Innovation - Accelerating seed industry innovation is essential, emphasizing deep integration of production, education, and research led by enterprises to ensure their role as the main body of technological innovation [1] - There is a need to systematically deploy tasks related to variety cultivation, soil quality improvement, and agricultural machinery development to establish a robust technological platform [1] - The conversion of research results should actively engage researchers and relevant stakeholders, promoting the development of various agricultural technology social service organizations to enhance the agricultural innovation ecosystem [1] Group 2: Regional Advantages and Differentiated Development - It is important to leverage regional advantages and implement industry layouts tailored to local conditions for differentiated development [1] - Specialty products such as Dandong strawberries and Dalian cherries should focus on the three key aspects of "variety, quality, and brand" to promote standardized production [1] Group 3: New Cultivation Models - There is a strong emphasis on developing new cultivation models, particularly dense planting methods, which offer advantages such as labor-saving, time efficiency, and ease of mechanization [1]

Core Viewpoint - Guangdong province is implementing the "Yueqiang Seed Core" project to enhance agricultural seed quality and innovation, with a focus on developing five major billion-level agricultural industries in Qingyuan [2][3][10]. Group 1: Agricultural Development Initiatives - The Guangdong Provincial Agricultural and Rural Affairs Department has collected and preserved 368,000 agricultural seed resources [4]. - Qingyuan has established itself as a model for seed industry revitalization, focusing on seed source innovation [5][12]. - The five major billion-level agricultural industries in Qingyuan include Qingyuan Chicken, Yingde Red Tea, Xiniu Maba Bamboo Shoots, Qingyuan Silky Rice, and Lianzhou Choy Sum [9][10]. Group 2: Seed Quality and Innovation - Seed quality is described as the "chip" of the agricultural industry, emphasizing the importance of good seed resources for industry stability [11]. - Qingyuan has built a comprehensive system for seed resource protection and innovation, covering resource protection, variety breeding, and result transformation [13]. - In the Qingyuan Chicken sector, there are currently 2 original seed farms, 5 grandparent chicken farms, and 9 parent chicken farms, with 8 being national or provincial-level breeding farms [14][15]. Group 3: Economic Impact and Projections - The Qingyuan Chicken industry is projected to produce 161 million chickens by 2025, with a total industry chain output value of 13.743 billion yuan [16]. - Yingde Red Tea, recognized as "World High Aroma Red Tea," has collected over 100 tea tree resources and successfully bred 2 varieties that are now part of Guangdong's main agricultural varieties [19][20]. - Qingyuan Silky Rice has developed 19 new varieties and established over 3,000 seed resource protection plots [25]. Group 4: Future Directions - The ongoing "Yueqiang Seed Core" project and "Billion-Million Project" aim to further strengthen seed resource protection and innovation, transforming seed advantages into industrial and developmental advantages [28][29].

Core Viewpoint - The company is enhancing its breeding research system and integrating various technologies to innovate and improve its product offerings [2] Group 1: Breeding Research and Development - The company has established a scientific and comprehensive breeding research system [2] - It is increasing the introduction, creation, and improvement of germplasm resources [2] - The company is accelerating the application of new biotechnological breeding techniques [2] Group 2: Variety Development and Quality - The company is strengthening its variety tier construction and coordinating the introduction of transgenic traits and variety approval [2] - It aims to accelerate the research and development of multi-resistant new varieties [2] - The company is focused on improving the quantity and quality of variety approvals [2] Group 3: Collaboration and Innovation - The company is deepening external communication and cooperation [2] - It continues to leverage the role of the Joint Breeding Innovation Institute to enhance its research and innovation capabilities [2]

Group 1 - The Livestock ETF (159865) rose over 2.1%, attracting institutional attention due to capacity and policy developments [1] - In poultry farming, frequent outbreaks of avian influenza overseas create uncertainty for the introduction of grandparent stock, which is expected to benefit the white feather chicken industry chain prices in the medium to long term [1] - In the pig farming sector, pig prices are fluctuating, with group farms increasing output while smallholders continue to hold back on sales. Supply pressures remain, and policy guidance may accelerate capacity reduction [1] Group 2 - The animal health industry faces demand pressure from the breeding cycle perspective, but the launch of new products by various companies provides growth momentum [1] - In the seed industry, attention should be paid to the progress of biological breeding expansion and the promotion of genetically modified corn [1] - The pet sector is experiencing limited impact from export order disruptions, while the domestic market continues to show growth trends, with domestic brands increasing market share [1] Group 3 - The Livestock ETF (159865) tracks the CSI Livestock Index (930707), which selects listed companies involved in livestock farming, feed processing, and animal health from the Shanghai and Shenzhen markets to reflect the overall performance of related securities [1] - The index covers the entire industry chain from farming to animal health, providing a comprehensive representation of the industry [1]

Core Viewpoint - The agricultural, animal husbandry, and fishery sector is experiencing a strong upward trend, with the only agricultural ETF (159275) showing a significant increase, recovering key moving averages [1][3]. Group 1: Market Performance - The agricultural ETF (159275) opened with fluctuations but quickly surged, closing with a gain of 1.53%, recovering the 5-day, 10-day, and 20-day moving averages [1]. - Key stocks in the sector, such as Huisheng Biological and Rhine Biological, reached their daily limit, while others like Haili Biological and Zhongmu Co. also showed significant gains [1][2]. Group 2: Industry Insights - The livestock farming sector faces supply pressures, and policy guidance may accelerate capacity reduction. The poultry farming sector is influenced by frequent outbreaks of avian influenza, creating uncertainty in breeding stock imports, which could benefit the white feather chicken industry in the medium to long term [1]. - The animal health industry continues to show potential for growth, with new products being launched to drive revenue. The seed industry should focus on the progress of biological breeding expansion, while the pet sector maintains a growth trend with increasing market share for domestic brands [1]. Group 3: Valuation and Investment Opportunities - The current valuation of the agricultural, animal husbandry, and fishery sector is relatively low, indicating a favorable time for investment. As of January 23, the agricultural ETF (159275) had a price-to-book ratio of 2.5, positioned at the 23.53 percentile over the past five years, highlighting its long-term investment value [3]. - Short-term forecasts suggest that pig prices may still decline, with industry capacity already reduced due to policy adjustments and supply pressures. The overall profitability of the pig farming sector remains strong, with opportunities for high-quality enterprises to capture excess profits [3].

Core Viewpoint - The agricultural, animal husbandry, and fishery sector is experiencing a strong upward trend, with the only agricultural ETF (159275) showing a price increase of 1.53%, recovering key moving averages [1][9][10] Group 1: Market Performance - The agricultural ETF (159275) opened with fluctuations but quickly surged, recovering the 5-day, 10-day, and 20-day moving averages [1][9] - Key stocks in the sector, such as Huisheng Biological and Lain Biological, reached their daily limit, while others like Haili Biological and Jinhai Biological saw significant gains [10][12] Group 2: Industry Insights - The pig farming sector faces supply pressures, and policy guidance may accelerate capacity reduction [12][13] - The poultry farming sector is influenced by frequent outbreaks of avian influenza, creating uncertainty in breeding stock imports, which could benefit the white feather chicken industry in the medium to long term [12][13] - The animal health industry continues to show potential for growth, with new products being launched to drive revenue [12][13] Group 3: Valuation and Investment Opportunities - The current valuation of the agricultural sector is relatively low, with the agricultural ETF's underlying index showing a price-to-book ratio of 2.5, placing it at the 23.53 percentile over the past five years, indicating a favorable long-term investment opportunity [3][12] - Investors are encouraged to consider the agricultural ETF (159275) for exposure to leading companies in the pig farming sector and other segments of the agricultural value chain [13][12]

产量高、品质佳、抗性强……琼赣合作结新果—— 海垦豇豆新品种抢"鲜"出道 "这是我们与江西种企共同选育的新品种豇豆，不光品相秀美，还有产量高、品质佳、抗性强等优 点。"海南南繁种业集团有限公司旗下海南省农垦科学院集团有限公司蔬菜组负责人杨瑾介绍，该品种 名为"海垦豇豆王"，是针对本地产业痛点和市场需求，精心选育的潜力"选手"。 海南日报全媒体记者 邓钰 通讯员 陈永康 成宏斌 1月24日，三亚市崖州区，海南农垦南繁基地，一排排豇豆藤蔓舒展，饱满豆荚轻垂枝头，一派丰 收景象。 豇豆是我省冬季瓜菜的核心品类。然而，在多年种植中，豇豆品种结构较为单一，传统种植品种抗 逆性不足、病虫害较多，制约产业可持续发展。 近几年，依托种业资源，海南南繁种业集团组织旗下海垦科学院集团联合江西省玉丰种业有限公 司，精心培育出新一代豇豆新品种"海垦豇豆王"，推进南繁成果成功转化推广，从试验田走向百姓餐 桌。 "双方联合从2021年开始共同推进豇豆新品种选育。"杨瑾透露，2021年春季，双方在江西精选性状 优良的豇豆父母本配制杂交组合获得杂交种子。 最重要的是，它抗性更强，能够扛住低温挑战。传统品种豇豆通常在20℃至30℃的环境下生长 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]