将全面摸清新时代我国"三农"家底 根据《中华人民共和国统计法》和《全国农业普查条例》规定，农业普查每10年进行一次，尾数 逢"6"的年份为普查年度。 2016年，我国开展了第三次全国农业普查。根据普查公报，2016年，全国共有204万个农业经营单位。 2016年末，我国耕地面积134921千公顷，99.3%的村通公路，99.7%的村通电，25.1%的村有电子商务配 送站点。 国家统计局副局长盛来运表示，自2016年第三次全国农业普查以来，我国农业农村发展取得历史性成 就、发生历史性变革。此次农业普查将全面摸清新时代我国"三农"家底，客观反映农业、乡村、农民生 活等新情况、新面貌，对于科学制定"三农"政策、推进乡村全面振兴等具有重要意义。 通知在附件部分公布了此次普查领导小组组成人员名单，国务院副总理刘国中任组长，副组长由国务院 副秘书长林涛、国家统计局局长康义、国家发展改革委副主任刘苏社、财政部副部长宋其超、农业农村 部副部长江文胜担任。成员包括中宣部、中央网信办、中央财办、公安部、民政部、司法部等十余个部 门的主要领导。 国务院日前印发通知，决定于2026年开展第四次全国农业普查。此次普查将对农业生产条件、 ...

Group 1 - The core viewpoint of the news is that the Tokyo stock market rebounded due to expectations of progress in trade negotiations between China and the United States following a phone call between the two leaders on June 5 [1] - The Nikkei 225 index rose by 187.12 points, closing at 37,741.61 points, with a gain of 0.50%, while the Tokyo Stock Exchange Price Index increased by 12.86 points, closing at 2,769.33 points, with a gain of 0.47% [1] - The market sentiment was supported by the confirmation of a second round of ministerial talks on tariffs and an agreement on mutual visits between the leaders of China and the U.S. [1] Group 2 - On June 6, all sectors in the Tokyo Stock Exchange, except for three (Aquaculture and Agriculture, Glass and Ceramics Products, and Fiber Products), experienced gains, with steel, construction, and machinery sectors leading the increases [2] - The weakening of the yen against the dollar during the trading hours also provided support to the stock market [1] - Despite the overall positive movement, the Tokyo stock market showed limited enthusiasm for aggressive buying due to weak U.S. employment data released on June 5, which led to declines in major U.S. stock indices [1]

这次普查在摸清"三农"家底的基础上，对多元化食物供给、农业新质生产力、宜居宜业和美乡村建设等 新情况进行调查，将全面反映农业农村现代化进程。 国务院日前印发《关于开展第四次全国农业普查的通知》，2026年我国将开展第四次全国农业普查。 国务院第四次全国农业普查领导小组办公室主任盛来运表示，此次农业普查将全面摸清新时代我国"三 农"家底，客观反映农业发展新情况、乡村建设新面貌、农民生活新变化、农村改革新成效，对于科学 制定"三农"政策、推进乡村全面振兴、加快农业农村现代化、建设农业强国具有重要意义。 根据《中华人民共和国统计法》和《全国农业普查条例》，农业普查每10年进行一次，尾数逢6的年份 为普查年度。 这次普查的对象是在中华人民共和国境内的下列个人和单位：农村住户，包括农村农业生产经营户和其 他住户；城镇农业生产经营户；农业生产经营单位；村民委员会；乡镇人民政府。普查的行业范围包 括：农作物种植业、林业、畜牧业、渔业和农林牧渔服务业。 与前三次全国农业普查相比，第四次全国农业普查有不少变化和创新。盛来运介绍，这次普查在摸 清"三农"家底的基础上，对多元化食物供给、农业新质生产力、宜居宜业和美乡村建设等新情况 ...

上个月转债市场整体表现未能跑赢指数，主要原因在于科技和消费两条主线未 能显著提升风险偏好。尤其是与电子相关的标的，如豪鹏、东材、伟测和韦尔， 受到贸易战影响，上游成本逐步累加，导致下游消费电子产品价格弹升。这些 标的估值处于回调阶段，收益贡献较弱。然而，从消费标的来看，新润、中宠 等表现较好，尤其是中宠在估值上行赛道上表现明显，其业绩预期较为稳定。 从指数变化来看，上个月各类指数表现如何？ 上个月大盘和小微盘涨幅良好，但中证 500 等偏中盘指数表现略差。一些平衡 型标的整体表现较弱，而银行板块涨幅突出。部分银行转债面临触发强赎，大 概率会强赎，这可能导致转债供给收缩。此外，由于银行减值准备规模较大， 也带动了指数上涨。 均衡配置推荐银河证券和伟测。银河证券或触及强赎，伟测估值合理， 正股弹性好。农林牧渔行业边际好转，猪价变化和政策催化带来投资潜 力。 华康股份是功能性糖醇龙头，木糖醇和麦芽糖醇市占率高，毛利率稳定。 舟山基地投产将带来增量，并储备阿洛酮糖产能，有望成为新消费亮点。 估值持续压缩，掘金消费成长 20250605 摘要 消费电子上游成本累加推升下游产品价格，相关标的估值回调，收益贡 献减弱。新润 ...

A股种植业与林业板块直线冲高，康农种业涨超5%，神农种业涨超3%，平潭发展、辉隆股份、大禹节 水、博闻科技跟涨。 ...

在工程总承包业务领域，杭州园林同样表现亮眼。公司引入数字化管理手段，对工程项目全流程实时监 控，确保按时交付、成本可控、质量达标。在杭州市拱墅区景观绿化工程中，其专业施工团队与高效管 理能力成效显著，多个项目荣获2023年度杭州市园林工程西湖杯奖（优质工程），为公司积累了良好口 碑与市场竞争力。 在业务拓展方面，杭州园林积极布局新赛道。公司参股公司杭州万林数链科技服务有限公司境外上市事 项正有序推进中，目前处于重组阶段，重组前后公司持股比例不变。这一资本运作有望为公司带来新的 发展机遇与估值提升空间。同时，公司广东子公司正常运营，公司将充分把握广东地区的政策红利与创 新生态优势，持续增强发展动能。 宏观经济环境的变化，无疑给各行各业带来挑战，园林行业也不例外。但杭州园林凭借敏锐的市场洞察 力，积极调整经营策略，灵活应对。在经济增速放缓、市政园林项目预算可能缩减以及房地产园林投入 收缩的情况下，公司一方面加强与现有客户的深度合作，稳固业务基本盘；另一方面，积极开拓新兴市 场领域，如生态修复、乡村振兴景观打造等，这些领域受政策支持，市场潜力巨大，为公司营收增长提 供新的可能性。 展望未来，杭州园林将继续聚焦主业， ...

Core Viewpoint - The State Council has announced the fourth national agricultural census to be conducted in 2026, aiming to assess the modernization of agriculture and rural areas in China [1][2]. Group 1: Census Overview - The census will take place on December 31, 2026, with data collected for the entire year [1]. - It is a significant national survey aimed at understanding the agricultural landscape and rural conditions in the context of China's modernization efforts [1][2]. - The census will include various subjects such as rural households, agricultural production units, and local government bodies [1]. Group 2: Key Areas of Investigation - The census will investigate five main areas: 1. Agricultural production conditions, including workforce, land use, and social services [2]. 2. Food production status, covering grains, economic crops, and livestock products [2]. 3. New agricultural productivity, focusing on modern agricultural entities and technologies [2]. 4. Rural development basics, including industry growth and governance [2]. 5. Rural residents' living conditions, assessing family situations and quality of life [2]. Group 3: Methodology and Technology - The census will utilize a combination of comprehensive surveys and sampling methods to enhance efficiency and reduce the burden on local authorities [2]. - Modern technologies such as satellite remote sensing, drones, and artificial intelligence will be employed to improve data collection and analysis [2]. - The initiative aims to create a unified agricultural census data platform to facilitate the sharing and application of results [2].

Core Insights - The fourth national agricultural census will be conducted in 2026, marking a significant step in understanding the agricultural landscape in China and supporting the construction of a strong agricultural nation [1][2] Group 1: Importance of the Census - The census aims to comprehensively assess the current state of agriculture, rural development, and farmers' living conditions, which is crucial for formulating effective agricultural policies and promoting rural revitalization [2] - It reflects the historical achievements and transformations in agricultural development since the last census in 2016 [2] Group 2: Census Subjects and Scope - The census will target various subjects, including rural households, urban agricultural operators, agricultural production units, village committees, and township governments [3] - The industry scope includes crop cultivation, forestry, animal husbandry, fishery, and related services [4] Group 3: Main Content of the Census - The census will investigate five key areas: agricultural production conditions, food production status, new agricultural productivity, rural development basics, and rural residents' living conditions [5] Group 4: Innovations and Changes - The census will incorporate updated content reflecting new agricultural practices and rural modernization, utilizing a combination of comprehensive and sampling surveys to enhance efficiency [6] - Modern technologies such as satellite remote sensing, drones, and artificial intelligence will be employed to improve data collection and analysis [6] Group 5: Timeline and Phases - The census will be conducted in four phases: preparation (2025-2026), on-site registration (January-May 2027), data processing and publication (June-December 2027), and data application (2028-2029) [8] Group 6: Implementation and Support - A leadership group has been established to oversee the census, ensuring collaboration among various government departments and local authorities [9] - Participation from census subjects is essential, requiring accurate and timely reporting of data [10]

Core Viewpoint - Guangdong is committed to enhancing its ecological environment to support high-quality development, focusing on increasing forest coverage and improving forest quality [1][2]. Group 1: Forest Coverage and Quality Improvement - Guangdong's forest coverage rate is 53.39%, making it one of the greenest provinces in China [2]. - Over the past three years, Guangdong has optimized 6.2862 million acres of forest and improved 4.8116 million acres of forest care, increasing the proportion of mixed forests [2]. - The province plans to create 1,030 large forest patches, with 732 patches between 1,000 to 3,000 acres, 150 patches between 3,000 to 5,000 acres, and 148 patches over 5,000 acres [2]. Group 2: Urban and Rural Greening Initiatives - Guangdong is implementing urban-rural greening actions, promoting parks in rural areas and forests in urban settings, with 21 cities and 27 counties participating in the "Forest City" initiative [2][3]. - The province aims to build at least one new suburban or mountain park in each of the 57 counties by the end of December 2025 [2]. Group 3: Green Infrastructure Development - The province has enhanced the greening quality of highways and railways, establishing green corridors totaling 2,992 kilometers and covering 796,000 acres [3]. - Guangdong's rural greening efforts have resulted in the planting of over 42 million seedlings, with 112 green ancient tree villages and 210 ancient tree parks established [3]. Group 4: Ongoing and Future Projects - Guangdong plans to construct 359 forest patches over 1,000 acres this year, rehabilitate 1.5 million acres of low-quality forests, and nurture 2.05 million acres of new forests [4]. - The province will also develop 40 premium green beauty spots and six green beauty belts, including a high-standard "Ring Nan Kunshan - Luofu Mountain" green beauty belt [4].

四环生物，这家在资本市场上曾经备受瞩目的医药企业，如今正站在生存的十字路口。 江苏四环生物股份有限公司（下称"四环生物"）近日发布公告，董事会于5月12日收到公司董事长郭煜、董事文 军、独立董事王莉提交的书面辞职报告。与此同时公司聘任陈龙为公司总经理，刘晓峰、韦麟福为公司副总经 理，周扬为公司副总经理、董事会秘书，这意味着四环生物管理层完成大换血。 此次高层变动背后是四环生物深陷业绩泥潭与退市危机。2024年，四环生物营收2.04亿元，同比下滑13.55%，且 连续四年累计亏损近2.7亿元，触发"净利润为负且营收低于3亿元"的退市标准，4月底起被实施退市风险警示。 业绩困境背后，实控人风波影响深远。2024年底，四环生物原实控人陆克平因内幕交易罪获刑，其持有的27.78% 股权于当年12月被司法拍卖，福建碧水农业投资有限公司成为新任控股股东。 投资者对新入主的碧水投资与新任管理团队寄予厚望，期待其凭借资本运作能力破局。但四环生物需在2025年实 现营收超3亿元且净利润转正，留给新团队的时间已不足一年时间，资产处置与业务转型任务艰巨，四环生物能否 赢得"保壳"之战？ 实控人之"祸" 四环生物于1993年在A股成 ...