晨会纪要（R3） 晨会纪要 2026 年 01 月 26 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 4136.16 | 0.33 | | 深证成指 | 14439.66 | 0.79 | | 创业板指 | 3349.50 | 0.63 | | 科创 50 | 1553.71 | 0.78 | | 北证 50 | 1588.66 | 3.82 | | 沪深 300 | 4702.50 | -0.45 | 上证指数-沪深 300 走势图 -6% 4% 14% 24% 34% 2025-01 2025-04 2025-07 2025-10 上证指数 沪深300 | 何晨 | 分析师 | | --- | --- | | 执业证书编号:S0530513080001 | | | hechen@hnchasing.com | | | 胡跃才 | 分析师 | | 执业证书编号:S0530525070001 | | | huyuecai@hnchasing.com | | 晨会聚焦 一、财信研究观点 【债券研究】债券市场综述 二、重要财经资讯 ...

Group 1 - The "14th Five-Year" national cauliflower breeding joint attack meeting was held in Xiamen, achieving breakthroughs in breeding, technology upgrades, and industrial applications [1] - A series of competitive cauliflower varieties, including "Zhongxia Series," "Kerun Series," and "Zhesong Series," have been developed, capturing 75% of the national market share and achieving an 80% replacement rate of domestic main varieties [1] - The "Zhongxia Series" has been promoted over 9 million acres in the past five years, accounting for 40% of the total cauliflower planting area in China [1] Group 2 - The national breeding joint attack initiative is a significant move to leverage the advantages of centralized efforts in accelerating the construction of an integrated innovation system in the seed industry [2] - In 2022, the Ministry of Agriculture and Rural Affairs issued a plan to support major seed breeding projects, including three projects in Fujian related to white-feathered chickens, green-stemmed vegetables, and cauliflower [2] - Xiamen Zhongxia Vegetable Seed Co., Ltd. leads the cauliflower breeding initiative in Fujian, with the Fujian Academy of Agricultural Sciences serving as the chief expert unit [2]

Core Viewpoint - The "Qingshu 9" potato variety has maintained its position as the top potato variety in China for four consecutive years, with a promotion area of 7.47 million acres in 2024, showcasing significant advancements in breeding and agricultural innovation in Qinghai Province [1] Group 1: Agricultural Innovation - The "Qingshu 9" variety was developed over 23 years by a team led by Wang Jian, supported by a provincial funding of 40 million yuan for technological projects [1] - The breeding process has established a comprehensive innovation system encompassing breeding, propagation, promotion, and industrialization, which includes a breeding base of over 100,000 acres [1] - The annual production of micro-tubers exceeds 5 million, indicating a robust propagation capability [1] Group 2: Economic Impact - The introduction of "Qingshu 9" has led to an average yield increase of over 15% per acre and an income increase of more than 500 yuan per acre [1] - Cumulatively, it has contributed to an increase in farmers' income exceeding 24 billion yuan, playing a significant role in rural revitalization [1] - The variety's adaptability to various regional planting needs helps activate Qinghai's agricultural advantages while supporting different climatic conditions, thus enhancing national food security [1] Group 3: Industry Development - The full-chain breeding and promotion model, along with a four-level seed propagation system, provides replicable experiences for the industrialization and standardization of highland specialty agriculture [1] - The advancements in Qinghai's seed industry technology are gradually moving towards international markets, indicating potential for global influence [1]

（来源：内蒙古日报） 2025年内蒙古"看禾选种"平台呈现出规模更大、类型更全、评价更科学的特点。在重点筛选优势主导、 抗病抗逆品种的基础上，进一步细化品种筛选方向：在全区7个盟市结合玉米密植高产精准调控技术开 展耐密植品种筛选,展示品种200个；在河套、土默川和西辽河三大灌区开展耐盐碱作物品种筛选,展示品 种104个；在呼伦贝尔市、兴安盟、通辽市、赤峰市4个盟市开展转基因品种筛选,展示品种36个；在玉 米、大豆同一适宜生态区的12个平台开展多点示范,展示品种72个。同时，联合优势种子企业开展产量 攻关，深挖优良品种增产潜力，其中玉米品种中河玉919、利禾1D和大豆品种蒙科豆17号表现突出。 按照优中选优的原则，各"看禾选种"平台对展示品种开展从种植到收获全程跟踪评价，重点筛选兼具丰 产性、稳产性、抗逆性，且契合市场需求、种植效益突出的优良品种。本次推介更加注重品种的多样性 和针对性,精准匹配内蒙古不同地区、不同种植条件的生产需求。同时，通过细化品种分类，构建"推广 一批、选拔一批、储备一批"的良种梯队,助力更多优质良种走进田间地头。 2025年，自治区农牧厅坚持"选品种、建基地、促推广"的思路,聚焦主要粮食 ...

Core Viewpoint - The establishment of a backup breeding base in Mi Yi County, Sichuan, aims to enhance agricultural productivity and ensure seed security, leveraging unique climatic conditions and advanced breeding techniques [1][6][10]. Group 1: Base Development and Functionality - The backup base is designed to complement the existing breeding efforts in Hainan, focusing on both warm-season crops and subtropical agricultural products [6][10]. - The base will utilize "accelerated breeding" techniques, allowing for two harvests in one year by cultivating warm-season crops in favorable conditions during winter [2][4]. - The project includes the construction of smart greenhouses and a comprehensive agricultural research and service system, enhancing the efficiency of agricultural production [9][10]. Group 2: Strategic Importance and Collaboration - The base is positioned as a critical component of China's agricultural security strategy, particularly for grain safety, given Sichuan's role as a major breeding and production area [10]. - Collaboration with agricultural experts and institutions is emphasized, with plans to integrate diverse agricultural practices and research initiatives [10][11]. - The project aims to transform the local economy by shifting from selling crops to selling seeds and seedlings, thereby enhancing the agricultural value chain [9][10]. Group 3: Climate and Location Advantages - Mi Yi County's unique climate, characterized by a mean annual temperature of 20.5°C and ample sunlight, provides an ideal environment for crop breeding [6][8]. - The region's geographical features allow for flexible breeding practices, minimizing risks from pests and diseases compared to other areas like Hainan [6][8]. Group 4: Future Plans and Expectations - The base is expected to be fully operational by 2028, with a focus on creating high-quality, disease-resistant crop varieties [8][9]. - The initiative aims to attract significant agricultural talent and foster innovation in the region, contributing to the overall agricultural development of Southwest China [9][10].

Group 1 - The Sichuan Academy of Agricultural Sciences and the Panzhihua Municipal Government signed a strategic cooperation agreement to support high-quality development and common prosperity through agricultural technology [1] - The collaboration will focus on seed industry, achievement transformation, and talent cultivation to accelerate the conversion of agricultural technology achievements and promote rural industrial transformation [1][2] - The partnership aims to enhance the tropical crop seed industry in Sichuan Province by establishing a resource integration platform and attracting research institutions for new variety creation and breeding [1] Group 2 - A new method for the transformation of agricultural technology achievements will be explored, including the establishment of a technology achievement transformation company to manage operations [2] - The initiative will integrate various technological resources to promote diversified and safe agricultural product supply, thereby increasing farmers' income and reducing the urban-rural income gap [2] - A new mechanism for high-level talent cultivation will be developed, including a dual management system and the establishment of a cooperative training mechanism for high-quality farmers [2]

Group 1 - The core concept revolves around the importance of self-sufficiency in the seed industry, particularly in the context of lily bulbs, highlighting the risks of dependency on imports and the need for a robust supply chain [1] - The establishment of Yanxin Horticultural Technology Co., Ltd. in 2019 marked a strategic shift towards self-reliance in seed production, leading to the development of the "Yanping No. 1" lily variety and achieving self-breeding of 10 million bulbs [1] - The creation of a high-altitude lily germplasm gene bank and collaborations with research institutions demonstrate a commitment to advancing the industry and securing core resources [1] Group 2 - The formation of Fujian Lily Group aims to integrate the entire value chain from breeding to planting and product development, enhancing the industry's competitiveness and innovation [2] - The diversification of products, including lily beverages and noodles, signifies a move from local specialties to a national market presence, emphasizing the importance of innovation for future growth [2] - The narrative underscores that possessing core resources and continuous innovation are essential for maintaining a strong position in the industry and contributing to rural revitalization [2]

1月23日，陕西省种子协会在西安成立。当天，协会召开第一届会员大会，选举产生了首届理事 会、监事会。自此，陕西种业有了统一的综合性服务平台，行业发展将迈入资源整合、创新引领、自律 共治的新阶段。 陕西省种子协会是由省内从事农作物种子研发、生产、销售等种业相关企业单位自愿结成的全省 性、行业性、非营利社会团体。截至目前，协会已吸纳单位会员172家、个人会员93人，并组建了由15 位知名专家构成的咨询团队。协会成立后，将积极发挥桥梁纽带作用，强化行业协同，推动构建政府引 导、企业主体、科研支撑、市场运作的现代种业产业发展体系，加快推进陕西种业振兴。 协会将重点构建产学研合作平台，聚焦种业关键核心技术攻关和产业化应用，提升种业科研水平； 积极开展政策协调、市场服务与权益维护，助力企业增强竞争力；组织行业培训与技术推广，提升种业 产业化规模；推动行业标准统一与品牌建设，增强"陕西种子"市场竞争力，助力全省种业高质量发展。 农业现代化，种子是基础。在省农业农村厅、省民政厅等部门的指导与支持下，杨凌秦丰种业股份 有限公司作为主发起单位，联合陕西种业集团、陕西杨凌伟隆农业科技有限公司等14家省内知名种业企 业，历经近一年努 ...

科研平台建设成效显著，全球动植物种质资源鉴定评价及确权交换中心等9个项目完工，南山港科考服 务体系二期等23个项目开工，崖州湾国家实验室智能育种加速器等20个重点项目立项，深远海无人装备 未来技术与产业创新平台等6个重点项目启动。 产业集群持续壮大，国投、中种等种业链主企业扩大经营，带动百余家产业链企业汇集展业，77家重点 种业企业落地运营，新增10家种业CRO(种业领域合同研究组织)经营主体。布局、组装、调试的深海装 备产线达到32条，深海智能装备产业创新平台正式运行，深海装备关键重要小件机械加工、深海智能装 备制造研发等一批科技成果实现产业化落地。 面向"十五五"，三亚明确自贸港科创高地建设奋斗目标：科技创新能级迈上新台阶，科技创新体系更加 完善，全社会研发经费投入总量持续较快增长，种业、深海产业能级进一步提升，"政产学研金服用"一 体化创新生态持续优化，教育、科技、人才一体发展格局基本形成，科技创新和产业创新深度融合发 展，创建崖州湾国家高新技术产业开发区，全国种业深海科技产业创新示范区建设成型起势。(完) （文章来源：中国新闻网） 中新网三亚1月23日电 (张月和)三亚市市长陈希23日在三亚两会上作政 ...

Core Viewpoint - The company, Nongfa Seed Industry (600313), has responded to investor inquiries on its interactive platform, indicating that information regarding the top 10 shareholders will be available in the company's Q3 2025 report [1] Group 1 - The company confirmed the availability of shareholder information in its upcoming report [1]