（来源：沂蒙金融） 近日，经山东省人大常委会批准，《临沂市普惠金融服务乡村振兴促进条例》（以下简称《条例》）正 式发布，将于2026年3月1日起施行。作为全国首部专门聚焦普惠金融服务乡村振兴的地方性法规，《条 例》的出台，不仅标志着临沂在破解农村金融难题、深化普惠金融改革领域走在全国前列，更以法治框 架为乡村振兴注入持久动力，为全国普惠金融服务乡村振兴提供了可复制、可推广的制度范例。 作为农业大市，临沂长期以来面临金融服务农业农村发展的现实难题，贷款难、贷款贵、抵押难等问题 仍然存在。自2020年9月获批全国首个国家级普惠金融服务乡村振兴改革试验区以来，临沂在普惠金融 支持乡村振兴方面探索出一条创新路径，打造了具有示范意义的"临沂样本"。经过五年实践，金改试验 区累计推出全国首笔、全省首单金融产品49项，"美德积分"金融转化、生态资源价值实现等4个典型案 例在全国转发，31项创新做法在全省推广，形成了一批特色鲜明、行之有效的经验，让金融活水真切惠 及广大农户与乡村产业。 《条例》的制定，是临沂将多年改革实践成果制度化、法治化的重要里程碑，也是运用法治思维破 解"三农"融资难题的关键举措，为全面推进乡村振兴、加 ...

Group 1 - The core event "办年货 赶大集" CMG Spring Consumption Season was launched on February 5 in Hefei, Anhui, focusing on traditional customs and core consumption scenarios for the upcoming Spring Festival [1][3] - The event aims to boost domestic demand and consumption in line with the central government's policies, featuring a combination of television broadcasts, offline markets, and online live streaming [3][4] - Various regions including Anhui, Heilongjiang, Sichuan, Xinjiang, Guangdong, Shanxi, Shandong, and Zhejiang will host unique markets showcasing local specialties and festive activities [3][4] Group 2 - The "Smart Market" in Anhui integrates technology and intangible cultural heritage, featuring robots writing "福" (blessing) and interactive exchanges of local products [4][6] - In Mudanjiang, the winter market offers a unique experience with frozen goods and winter fishing activities, allowing visitors to enjoy local delicacies while engaging in winter sports [6][7] - Diverse market activities across cities like Yibin, Guangdong, Shanxi, Xinjiang, Shandong, and Zhejiang highlight local flavors and cultural performances, showcasing the vibrant transformation of rural areas through technology and culture [7][8]

2026年中央一号文件近日发布。文件继续聚焦"三农"领域，将目标锚定在"农业农村现代化"这一关键命题上，坚持产量产能、生产生态、增产增 收一起抓。 务农重本，国之大纲。农业、农村和农民问题，始终是我国革命、建设和改革的根本问题。解决好"三农"问题，是践行党的根本宗旨的必然要 求，也是以人民为中心的发展思想的充分体现。2004年至今，中央一号文件始终聚焦于此，形成了持续而连贯的政策脉络。特别是党的十八大以 来，党中央坚持把解决好"三农"问题作为全党工作的重中之重，打赢脱贫攻坚战，实施乡村振兴战略，推动农业农村取得了历史性成就、发生了 历史性变革。 坚持农业农村优先发展的战略定力一以贯之，而推进农业农村现代化则是艰巨的时代任务。从国家现代化建设全局来看，当前农业农村现代化水 平与城市相比明显滞后。在农业生产方面，虽然粮食连年丰收，但农业质量效益还有待提升；在乡村建设方面，与城市相比，农村地区的生活条 件、基础设施、公共服务等仍有不小差距；在农民发展方面，持续增加农民收入、提高老百姓生活水平，仍是重中之重。推进整个国家的现代化 进程，势必也是着力解决农业农村发展突出问题的过程。 推进乡村振兴，关键是挖掘利用乡村的独 ...

Group 1: Economic Development Initiatives - Jingning County focuses on developing the real economy and stimulating micro-subject vitality, adhering to the "5+1" collaborative mechanism to implement fiscal and financial policies effectively [1] - The county has established a "five-in-one" premium financing mechanism for agricultural insurance, with a total investment of 207 million yuan since 2018, benefiting over 109,900 households and 69 fruit companies [2] Group 2: Financing Solutions - Jingning County has created a precise financing platform to address the financing difficulties of local market entities, with a target of issuing 2.493 billion yuan in loans to key industrial chains by the end of 2025 [3] - The county has successfully facilitated financing of 362 million yuan for 64 enterprises through various initiatives, including targeted financing meetings and the establishment of a demand database [3] Group 3: Inclusive Finance Expansion - The county aims to achieve a balance of 2.718 billion yuan in loans for small and micro enterprises by 2025, ensuring coverage of all 24 townships with bank outlets [4] - By the end of 2025, the county plans to issue 506 million yuan in small loans to impoverished households, supporting 36,900 households in developing production and business projects [4]

2026年2月3日，《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》正式发 布。这是"十五五"规划开局之年的首个中央一号文件，也是党的十八大以来第14个指导"三农"工作的中 央一号文件。文件立足新发展阶段，坚持农业农村优先发展，以学习运用"千万工程"经验为引领，以推 进乡村全面振兴为总抓手，对当前及今后一个时期的"三农"工作作出全面部署，为稳住农业基本盘、夯 实中国式现代化根基提供了行动纲领。 农业农村现代化，直接关系到中国式现代化的全局进展与最终成色。没有农业的强健根基，没有农村的 和谐稳定，没有农民的富裕幸福，整个国家的现代化大厦就难以稳固。中央一号文件连续多年聚焦"三 农"，正是基于对这一历史规律的深刻把握。坚持农业农村优先发展，不是权宜之计，而是长远大计； 坚持城乡融合发展，旨在破解二元结构，畅通要素流动，实现共同繁荣。这要求我们在资源配置、公共 服务、基础设施、人才支撑等方面，切实向农业农村倾斜，补短板、强弱项、固底板，确保农业农村在 现代化进程中不掉队、赶上来。只有牢牢守住"三农"战略后院，我们应对各种风险挑战才有回旋余地和 坚实支撑，推进中国式现代化才有深厚底气和广阔空间。 ...

Group 1 - The company, Guotou Fengle (000713.SZ), currently does not have any self-bred soybean varieties [1] - The company is not engaged in the research and development of genetically modified soybeans [1]

新华财经圣地亚哥2月4日电（记者朱雨博）利马消息：秘鲁外贸和旅游部3日发布公告说，2025年该国 货物出口额达900.82亿美元，比前一年增长21%，创历史新高；其中对中国出口额增长超30%，成为秘 鲁全年货物出口增长的重要驱动力。 秘鲁业界人士指出，秘鲁货物出口额创新高得益于"钱凯效应"。秘鲁国家港务局前主席胡安·卡洛斯·帕 斯表示，钱凯港显著缩短了秘鲁与中国等亚洲贸易伙伴的航运时间，降低运输成本，提升了秘鲁产品出 口竞争力。 秘鲁外贸和旅游部公告显示，秘鲁2025年对外贸易的良好成绩得益于多个产业的突出表现，其中，陶瓷 业出口增长49.6%，渔业增长29.1%，矿业增长25.9%，农业增长18.5%。 根据公告，中国仍然是秘鲁的主要贸易伙伴，占秘鲁出口总额的36.2%，出口额比前一年增长超过 30%；欧盟是秘鲁第二大出口目的地，出口额比前一年增长24%。 秘鲁经济和财政部日前发布报告说，秘鲁2025年通过钱凯港获得的税收超过10亿索尔（约合2.98亿美 元）。秘鲁经济和财政部长丹妮丝·米拉列斯表示，这不仅反映了钱凯港日益增长的活力，也反映了该 基础设施对秘鲁外贸的战略重要性。 钱凯港是中秘共建"一带一路" ...

Investment Rating - The report maintains a "Positive" investment rating for the agriculture, forestry, animal husbandry, and fishery industry [4] Core Insights - The 2026 Central Document emphasizes enhancing agricultural comprehensive productivity and quality efficiency, shifting focus from merely ensuring supply quantity and safety to a coordinated development of yield, capacity, and efficiency [1][9] - The document highlights the need for comprehensive regulation of pig production capacity and aims to promote balanced supply and demand in the livestock sector, particularly in beef and dairy industries [2] - There is a strong push for the commercialization of biological breeding and the integration of advanced technologies such as AI, drones, and IoT into agriculture, indicating a significant move towards smart agriculture [3][9] Summary by Sections Agricultural Production - The focus has shifted to enhancing agricultural comprehensive production capacity and quality efficiency, emphasizing the need for coordinated development of yield, capacity, and ecological production [9] Livestock Industry - The document calls for a strengthened comprehensive regulation of pig production capacity and aims to consolidate the recovery of the beef and dairy industries, with new measures to promote dairy consumption [2][9] Agricultural Technology - The report stresses the implementation of biological breeding initiatives and the integration of new agricultural productivity, with a focus on advancing smart agriculture through technology applications [3][9] Agricultural Products Circulation and Processing - There is a shift in policy focus from production to post-production processes, emphasizing market-oriented approaches to enhance the efficiency of the agricultural supply chain and increase farmers' income [9]

来源：大象新闻 不仅如此，农民们手机里的"智慧农业"软件，连接着当地高标准农田数智中心，墒情、虫情、苗情、灾 害预警等一目了然。比着普通耕地，种高标准农田，就像年轻人玩游戏，啥时候该浇地、施肥，还有病 虫害防治，系统都会及时预警提醒。 这些不是个案，而是农业新质生产力的缩影。截至2024年底，河南累计建成高标准农田8808万亩。更关 键的是，科技不是摆设，而是实打实的好处：人均增收233元，每亩因AI预警减少损失300元——数字 背后，是农民实实在在的笑脸。 有人质疑：AI种地，是不是"花架子"？会不会水土不服？ 在兰考县，当地打造"超级农夫"平台，整合气象站、虫情灯、墒情仪，数据直连5G指挥中心；再叠 加"万象耕耘"农业大模型，不仅能回答"小麦赤霉病怎么治"，还能根据卫星遥感+土壤传感器，自动规 划灌溉方案，节水30%、肥料利用率提升25%。 评论员 邱延波 锄禾日当午，汗滴禾下土。 在传统观念，农业总是和辛苦联系在一起。 2026年2月3日，中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意 见》发布，这是党的十八大以来第14个指导"三农"工作的中央一号文件，也是"十五五"首个 ...

Investment Rating - The report maintains an "Overweight" rating for the Agriculture, Forestry, Animal Husbandry, and Fishery sector [2] Core Views - The central government emphasizes the acceleration of smart agriculture development, highlighting its importance in enhancing agricultural productivity and reducing costs [5][7] - The report identifies key investment opportunities in smart agriculture, seed technology, and pig farming capacity reduction, recommending companies such as Muyuan Foods, Wens Foodstuff Group, Donghai Seeds, and Longping High-Tech [7][8] Summary by Sections Smart Agriculture - The 2026 Central Document emphasizes the importance of smart agriculture, focusing on breeding and agricultural equipment innovation, including the use of AI, drones, IoT, and robotics [5][6] - Smart agriculture is viewed as a crucial factor for improving agricultural efficiency and productivity [5] Agricultural Trade - The report highlights the need for diversification in agricultural product imports and the cultivation of internationally competitive agricultural enterprises [6] - This strategy is deemed essential for stabilizing domestic food production amidst geopolitical tensions and trade frictions [6] Crop Production - The report sets a target for grain production to stabilize at around 1.4 trillion jin, with a focus on enhancing grain yield and quality [8] - It also mentions the need to improve the pricing policy for cotton and emphasizes the importance of increasing oilseed production [8] Livestock Industry - The report discusses the comprehensive regulation of pig production capacity and the recovery of the beef and dairy industries [9] - It predicts continued overcapacity in the pig supply chain, with investment opportunities arising from capacity reduction [9] Company Recommendations - Wens Foodstuff Group (300498 CH): Target price of 20.73, rated "Buy" [4][10] - Longping High-Tech (000998 CH): Target price of 12.77, rated "Buy" [4][10] - Muyuan Foods (002714 CH): Target price of 54.90, rated "Buy" [4][10] - Donghai Seeds (002041 CH): Target price of 12.06, rated "Overweight" [4][10]