（文章来源：证券日报） 证券日报网讯 12月19日，国投丰乐在互动平台回答投资者提问时表示，公司和龙头种企发展规模存在 差距，本次公司定增工作即为控股股东国投种业为公司发展提供资金支持，此外，国投种业从生物技 术、资本支持、资源整合、科研人才等方面对公司种业进行赋能。 ...

北纬18度的海南三亚，常年日照充足、温度适宜、雨水充沛，独特的地理优势让这里成为了农作物生长的"天然大温室"。 海南正在加速培育和发展种业新质生产力，不但利用温度优势让作物在这里多繁育一到两季，同时还借助科技创新为农作物育种按下 了"加速键"。 记者手中的大豆种子在经过电子加速器不同程度的辐照后，呈现出多样的变异类型。科研人员告诉记者，过去选育一个新品种需要5—7 年，而在科技的助力下，现在有望缩短至2—3年。 央视网消息：目前，海南正在努力寻求种业振兴的"最优解"，记者来到位于三亚崖州湾科技城高新区的"南繁硅谷"，探寻海南自贸港封关 运作将如何让那里的每一粒种子释放出更大潜能。 海口海关所属三亚海关副关长王彦称："因为这个特定用途的种苗原来在口岸进行采样，而且滞留的时间比较长，种苗的存活率相对低一 些。特定用途种苗这个政策实施之后，我们成功将种苗的存活率提升到95%以上。" 除了种质资源有望迎开更多国际合作新机遇，海南自贸港封关运作也正在加速集聚科研机构、资本与人才资源。在"南繁硅谷"时常会碰见 几张"洋面孔"，中国工程院外籍院士达科拉是首位全职在中国农业科学院国家南繁研究院工作的外籍育种专家，我们遇到他时 ...

国投丰乐（000713.SZ）12月19日在投资者互动平台表示，目前国内早稻市场主要在江西、湖南等，品 种以常规种为主，主要以中小种业企业经营为主，公司占比较小。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：全国早稻市场，贵公司占比多少？规模能和隆平高科 比？ ...

中金公司（601995）发布研报称，展望2026，"猪业新范式"、"宠物经济黄金时代"等产业变迁仍将持 续，猪业龙头成长与价值属性双升，宠业龙头以品牌矩阵高端化突破中局。此外，中国农牧业"大航海 时代"已开启，"机器换人"等中国农业科技的AI赋能新叙事也迎拐点。 中金主要观点如下： 周期：猪业新范式强化，中国农牧业开启大航海时代。我们认为1)生猪：新范式特征贯穿始终，龙头成 长与价值属性双升。价格端，我们测算26年猪价或延续振幅收敛、波动下降的新范式特征，价格中枢回 落、节奏先抑后扬，高效龙头有望保有年度盈利。经营端，猪企开启降成本、增价值、扩海外的成长新 范式，企业出栏保持平稳。投资端，核心龙头兼顾成长与价值，有望持续领跑。2)肉鸡：供应宽松，把 握种源、渠道、品牌的优势龙头有望提升经营溢价。3)饲料：水产料龙头国内价值、海外成长逻辑持续 强化，预计26年饲料龙头国内高质量提份额，加速开启全球大航海时代。4)农产品：供需格局边际改 善，粮食价格有望走出谷底。 消费：宠物经济行至中局，产品创新、渠道效率定胜负。我们认为1)宠物食品：竞争行至中局，高端化 创新破局。随行业换挡至高质量增长、叠加资本及产业加大投入 ...

Group 1: Industry Outlook - The "new paradigm of the pig industry" and the "golden age of the pet economy" are expected to continue, with leading companies in the pig and pet industries experiencing growth and value enhancement [2] - The pig industry is characterized by a new paradigm where leading companies are expected to maintain stable profits while reducing costs and increasing value [5][8] - The supply-demand dynamics for agricultural products are expected to improve marginally, with grain prices anticipated to rise from their lows [20][27] Group 2: Pig Industry Insights - The new paradigm in the pig industry is marked by a reduction in price volatility, with the average pig price expected to decline moderately in 2026 [6][8] - The supply of pigs is projected to increase slightly in 2026, with the average breeding sow inventory showing a minor year-on-year increase [9][11] - Leading pig companies are adopting a growth paradigm focused on cost reduction, value enhancement, and international expansion [13] Group 3: Poultry Industry Insights - The chicken supply remains ample, with leading companies expected to leverage advantages in breeding, channels, and branding to enhance operational premiums [15][16] - The poultry industry is undergoing structural changes, with a focus on improving channel efficiency and brand recognition to drive profitability [18] Group 4: Pet Industry Insights - The pet food market is experiencing significant growth, with online sales increasing by 21.5% year-on-year, indicating a strong market concentration among leading brands [30][31] - The competition in the pet food industry is intensifying, with brand differentiation becoming more pronounced as companies focus on high-end product innovation [33][43] - The pet food industry is expected to maintain a growth rate of around 10% over the next 3-5 years, driven by increased penetration of professional pet food [43] Group 5: Feed Industry Insights - The domestic feed market is expected to strengthen, with leading companies poised to increase their market share as they expand internationally [20][23] - The global feed market is characterized by low concentration, providing opportunities for leading companies to establish a competitive advantage through comprehensive product offerings and global expansion [23] Group 6: Agricultural Products Insights - Grain prices are expected to recover from their lows, with corn prices projected to rise moderately due to improved supply-demand dynamics [26][27] - The overall agricultural landscape is shifting towards a "great navigation era," with advancements in agricultural technology and AI integration [2][20]

Core Insights - Data is becoming a new production factor that is reshaping development logic and driving high-quality growth, with Changsha showcasing significant achievements in the 2025 "Data Factor ×" competition [1][2] - The project "Empowering 'Longping Seed · China Chip': Building a Benchmark for Intelligent Seed Industry with Data Factors" won the national first prize, highlighting the integration of data in agriculture to strengthen food security [2][4] Industry Transformation - The Chinese seed industry is at a critical juncture, transitioning from traditional methods to modern practices, facing challenges such as resource utilization and low levels of intelligent management [4] - A data-driven transformation is underway, leveraging a combination of biotechnology, agricultural technology, and digital technology to create a new model for industry integration [5] Data Governance and Utilization - The project has established a comprehensive governance system to convert scattered data into valuable industry assets, identifying 263 key business objects and creating 118 data governance standards [5][7] - Advanced data collection systems ensure reliable data sourcing, while blockchain technology facilitates secure data sharing and application, addressing long-standing issues of data silos and trust [5][7] Practical Outcomes - The implementation of an AI-driven breeding platform has accelerated research, reducing breeding cycles from 8-10 years to 3-4 years and increasing research efficiency by 38% [7][8] - Cost reductions of 8.3% per acre and yield increases of 5-10% have been achieved through transparent and traceable seed production processes [7][8] - Digital platforms have connected over 30,000 distributors and service providers, reaching more than 9 million farmers, leading to an annual increase in grain production of approximately 5 billion kilograms and farmer income growth of about 13 billion yuan [8]

Core Viewpoint - The 24th Guangdong Seed Industry Expo's Zhuhai branch focuses on promoting high-quality agricultural development through innovative seed technology and industry integration, showcasing over 1,000 new varieties and technologies [6][22][23]. Group 1: Event Overview - The event, themed "Seeds Empower Agriculture, Smartly Draw the Future," aims to support the "Hundred Counties, Thousand Towns, and Ten Thousand Villages" high-quality development project [7][8]. - The expo features a diverse format of "professional display + popular science interaction + industry connection" to establish a high-end seed industry event in the Guangdong-Hong Kong-Macao Greater Bay Area [8][9]. - The Zhuhai branch has been held for ten consecutive years, becoming a significant platform for gathering quality seeds and technologies, and promoting results transformation [21][22]. Group 2: Agricultural Innovations - The event showcases over 800 vegetable varieties from more than 20 units, covering over 30 crop categories, highlighting the latest advancements in vegetable seed industry [23][24]. - The "Silk Rice Star" exhibition area displays premium rice varieties, while the "Golden Valley" corn area illustrates the evolution of sweet corn products, showcasing the transformation of industry diversification [14][15][16]. - The "King of Plant Protein" soybean area emphasizes Guangdong's strength as a national processing hub, reflecting the solid foundation of the country's grain storage [17]. Group 3: Economic Impact - In recent years, Zhuhai has made significant progress in developing the seed industry, with a 72% year-on-year increase in the distribution of quality rice seeds for 2025 [18]. - The innovative "unified planting and same variety" model has covered 1,400 households, achieving a cost reduction and income increase of 250-390 yuan per mu [19][20]. - The event promotes the integration of breeding and propagation, leveraging technology to empower the industry [27][28]. Group 4: Health and Wellness Focus - The health and wellness exhibition area features aromatic orchids and traditional medicinal materials, showcasing Zhuhai's commitment to developing a health-oriented seed industry [41][42][43]. - The city has successfully cultivated multiple quality specialty varieties in ornamental horticulture, with plans to focus on the breeding of aromatic orchid varieties [49][50]. Group 5: Collaboration and Support - The event highlights collaboration among Zhuhai, Zhongshan, and Jiangmen to build an efficient and safe agricultural product circulation system [71][72]. - Since 2021, Zhuhai has invested approximately 4.136 billion yuan in various projects to support rural revitalization and cooperation with other regions [77]. - The signing of cooperation agreements with top research institutions aims to establish a modern agricultural system in Zhuhai, enhancing the transformation of scientific achievements into productive forces [87][90].

海南推动四大主导产业补链延链、优化升级，打造高质量发展新引擎 产业聚势增活力 ② 海南自贸港一站式飞机维修产业基地，工作人员对一架卡塔尔籍客机进行维修。海南日报全媒体记者 王程 龙 摄 ① 工人在海口国家高新技术产业开发区海马工业园焊装车间作业。新华社记者 蒲晓旭 摄 海南日报全媒体记者 王培琳 在文昌，火箭轰鸣震彻长空，航天产业链在此加速成型。 在陵水，数据舱静卧深海，有力驱动全球数据的流转循环。 在三亚，一粒粒种子破译南繁"芯片"密码，为保障粮食安全提供支撑。 12月18日，海南自贸港将正式启动全岛封关。开放之门大开，全球要素汇聚，一个充满活力的现代化产 业高地，蔚然成势。 A 根基稳 四大主导产业筑牢发展根基 从滨海景区到全域风景，环岛旅游公路串珠成链，"阳光海南"升级国际度假新体验。 从传统维修到全球保障，自贸港飞机维修服务"圈粉"全球航司，高端服务助力打造区域航空枢纽。 从空白领域到芯链布局，半导体芯片设计封装测试项目落地海口甲子镇，电子信息产业点燃新的增长 极。 从田间地头到精深加工，海南推动热带水果产业链升级，"甜蜜经济"赋能乡村振兴。 自贸港建设以来，海南不断推动旅游业、现代服务业、高新技术产 ...

海南加快建设人才荟萃之岛、技术创新之岛，打造新质生产力重要实践地 向新提质谋未来 ①全球动植物种质资源引进中转基地隔离检疫圃内，工作人员在检查从国外引进的玉米植株幼苗长势。海南 日报全媒体记者 王程龙 摄 ②今年六月，"深海一号"大气田二期项目全面投产。图为"深海一号"能源站。(中国海油供图) ③十二月六日，我国在海南商业航天发射场成功发射卫星互联网低轨14组卫星。新华社记者 郭程 摄 A 海南日报全媒体记者 邱江华 这是一片涌动着创新活力的热土。 南繁基地，著名育种专家程相文带领团队培育出39个优质玉米品种，其中"浚单"系列品种在全国推广3亿 多亩，增加社会经济效益270多亿元; 陵水海域，我国首个自主勘探开发建设的1500米超深水大气田"深海一号"一期和二期先后建成投产，高 峰年产量提升至45亿立方米; 文昌东郊，国内首家运载火箭"复用工厂"——星际荣耀运载火箭总装总测复用工厂一期项目竣工，标志 着我国商业航天基础设施建设实现重大突破。 视野再拓，从海口江东新区的数字产业聚集区，到澄迈生态软件园的智慧应用场景，再到博鳌乐城国际 医疗旅游先行区的药械创新…… 不同的场景，不同的赛道，共同勾勒出海南科技创新的 ...

支持单位：农业农村部中国农垦经济发展中心 新华社音视频部制作 2025年，农业农村部会同有关部门扎实推进种业振兴各项任务落实落地，圆满完成"五年见成效"阶段性 目标任务，取得了一批重要标志性成果。目前，我国种源安全水平稳步提升，农作物自主选育品种占比 95%以上，畜禽、水产、蔬菜国产种源市场占有率分别超80%、85%和91%，农业用种安全总体有保 障、风险可管控的态势更加牢固。 记者：阮帅 胡璐 ...