记者今天从农业农村部了解到，2025年，农业农村部会同有关部门单位扎实推进种业振兴各项任务落实 落地，"五年见成效"阶段性目标任务即将如期完成，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。 农业种质资源"家底"更加厚实。继国家作物、海洋渔业种质资源库后，新建成国家畜禽种质库，我国长 期保存农作物、畜禽、水产养殖种质资源总量跃居世界第一。新修订国家级畜禽遗传资源保护名录，发 布中国畜禽遗传资源状况。实施玉米种质资源改良计划，国家库存资源基因型鉴定比例达到70%，核心 资源表型鉴定比例提升到35%，玉米、大豆资源精准鉴定任务提前完成。全年分发资源超过10万份次， 有效服务育种创新主体，资源正加快"活起来、用起来"。 种业科技创新整体进入世界第一方阵。深入实施种源关键核心技术攻关、生物育种重大专项、国家重点 研发计划、育种联合攻关和畜禽遗传改良计划，挖掘出一批调控作物产量和品质、动物高繁等具有重大 应用价值的新基因，选育出优质高产水稻、节水抗病小麦、耐 ...

截至发稿，敦煌种业市值为35亿元。 （记者 曾健辉） 每经AI快讯，敦煌种业（SH 600354，收盘价：6.59元）12月12日晚间发布公告称，公司第九届第十七 次董事会临时会议于2025年12月11日以通讯方式召开。会议审议了《关于补选公司第九届董事会审计委 员会委员的议案》等文件。 2024年1至12月份，敦煌种业的营业收入构成为：种子占比72.09%，食品与贸易占比21.05%，其他占比 6.86%。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 ...

三是抓人才引育。坚持"引育用养"结合，着力构建从院士、泰山学者到技术推广人才再到"土专家""田 秀才"的人才矩阵。引育顶尖人才14人，26人入选国家"神农英才"计划。 12月12日上午，山东省人民政府新闻办公室举行新闻发布会，介绍"十四五"时期山东加快推进农业农村 现代化情况。会上，针对山东在推动农业科技发展所做举措及取得成效，山东省农业农村厅党组成员刘 振杰作了详细解答。 作为农业大省，山东拥有32所农业科研院校，涵盖了作物、果蔬、畜禽、水产、农机等300多个学科。 农业领域现有住鲁两院院士9人，泰山系列领军人才678人。"十四五"以来，山东以科技创新引领农业新 质生产力发展，刘振杰表示，"总体而言，农业科技创新能力处在全国第一梯队。" 其中，种业创新能力全国领先，3个小麦、1个玉米、1个大豆、3个花生品种进入全国推广面积前十名， 祖代肉鸡占全国33%、大菱鲆（多宝鱼）苗种占全国90%。培育国家农作物育繁推一体化种业企业18 家、农业科技领军企业8家，舜丰生物、青岛清原等农科企业快速成长，成为具有全国影响力的创新主 体。农作物耕种收综合机械化率91%，比全国平均水平高16个百分点。农业科技进步贡献率67.4 ...

Core Insights - Shandong Province is accelerating agricultural modernization during the "14th Five-Year Plan" period, leveraging technological innovation to enhance agricultural productivity and support the construction of a strong agricultural province [1][2]. Group 1: Agricultural Innovation and Achievements - Shandong has 32 agricultural research institutions and 9 academicians, leading to significant advancements in agricultural technology [1]. - The province's seed industry is nationally leading, with several crop varieties ranking in the top ten for national planting area, including 3 wheat, 1 corn, 1 soybean, and 3 peanut varieties [1]. - The mechanization rate for crop farming is 91%, which is 16 percentage points higher than the national average, and the contribution rate of agricultural technology progress is 67.4%, exceeding the national average by 4 percentage points [1]. Group 2: Key Initiatives and Strategies - Shandong is focusing on key technology research and has achieved breakthroughs, such as 80% of vegetable varieties being domestically produced and advancements in dairy and aquaculture technologies [2]. - The province supports the promotion of high-quality crop varieties, with over 98% coverage of improved seeds for major crops, and emphasizes the development of high-performance agricultural machinery [2]. - A talent matrix is being constructed, with 14 top talents recruited and 26 individuals selected for the national "Shennong Talent" program [2]. Group 3: Policy and Mechanism Support - A coordination mechanism for agricultural technology research has been established to integrate innovation resources, with a focus on cultivating 100 agricultural technology enterprises [3]. - Projects like the Rural Revitalization Technology Innovation Initiative are being implemented to promote agricultural technology innovation and application [3]. - Future plans include deepening the integration of technological and industrial innovation to enhance the overall effectiveness of agricultural technology innovation systems [3].

Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" initiative during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources such as wind, solar, rare earths, and dairy to foster high-quality industrial development [1] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power generation capacity [3] - The establishment of the "Kubuqi New Energy Base" will enable the transmission of approximately 36 billion kilowatt-hours of electricity annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and carbon emissions [3] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing its rare earth industry, particularly in Baotou, where innovative technologies are being applied to replace heavy rare earth elements while maintaining product performance [4] - Baotou's production capacity is set to reach 40,000 tons, positioning it as the world's largest high-performance neodymium-iron-boron production base [5] - The region aims for a rare earth industry output value of 130 billion yuan, driven by technological innovation and market-oriented mechanisms [5] Group 3: Dairy Industry Innovations - The establishment of the largest probiotic smart factory in Asia by Inner Mongolia Ketaobiotech aims to achieve technological breakthroughs in the dairy sector [6] - The National Grass Technology Innovation Center is developing advanced grass varieties and technologies to support dairy farming, ensuring a stable supply of quality feed [7] - Inner Mongolia has created a complete ecological system for the dairy industry, integrating all elements from grass cultivation to milk production and processing [7] Group 4: Hydrogen and Energy Innovations - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [8] - This gas turbine can operate on hydrogen, ammonia, and natural gas, facilitating a complete energy production and consumption cycle [9] - The introduction of a new energy mining truck project combines photovoltaic power generation, intelligent storage, and super-fast charging technology, enhancing the efficiency of heavy-duty transportation [10]

Core Insights - The "14th Five-Year Plan" emphasizes the implementation of seed industry revitalization actions, with significant improvements in seed source security and domestic breeding varieties accounting for over 95% of crop varieties [1] - The seed industry has transitioned from reliance on foreign imports to achieving over 80% and 85% market share for domestic sources in livestock and aquatic products, respectively [1] - The "15th Five-Year Plan" aims to further enhance the innovation and competitiveness of China's seed industry, with a focus on transforming agricultural genetic resources into innovation advantages [3] Group 1 - The seed industry is likened to the "chip" of agriculture, highlighting the historical dependency on foreign imports for key breeding stock, which posed risks to domestic supply and increased production costs [1] - Since the implementation of the "Seed Industry Revitalization Action Plan" in July 2021, there have been breakthroughs in breeding research, resulting in the development of several urgently needed crop varieties [1] - A comprehensive national agricultural genetic resource survey has been completed, establishing three national gene banks that rank first in the world in terms of resource preservation [1] Group 2 - A favorable environment for innovation and protection has been established, with revisions to the Seed Law and Plant Variety Protection Regulations, leading to a 20% decrease in seed-related legal cases compared to 2020 [2] - For the first time in 2024, China's seed export value is expected to exceed import value, achieving a trade surplus, with exports reaching over 40 countries [2] - The industry is focusing on accelerating the identification of agricultural genetic resources and enhancing support for breeding efforts to ensure food security [3]

25年原奶价格继续磨底，行业亏损推动奶牛存栏量持续去化。随着前期去产能效应显现，原奶供需逐步 趋于平衡，下游乳企喷粉量同环比明显下滑，25年下半年散奶价格企稳反弹，行业逐步进入去大包粉库 存阶段。该行判断原奶供给拐点、散奶价格拐点已现，继续看好2026-27年原奶周期上行。同时，肉牛 供给已经步入收缩通道，预计26年牛肉价格继续周期回升，亦能增加业绩弹性，建议重点关注优然牧 业、现代牧业等。 饲料 把握龙头第二增长极。水产料方面，预计26年水产养殖量稳定运行，养殖利润较前期收窄背景下，技术 升级和结构调整趋势将延续;26年预计畜禽料需求高位回落。海外饲料行业结构性变化为我国饲料企业 出海提供机会，国内龙头凭借配方成本和效率优势在海外享受高盈利水平，支撑海外饲料业务扩张保持 快速增长，开启成长新阶段。 智通财经APP获悉，广发证券发布研报称，当前肥猪、仔猪销售均已陷入亏损状态，行业已经具备亏损 去产能的前期条件。随着养殖持续亏损，叠加"反内卷"政策背景，预计行业产能去化有望加速，生猪养 殖板块迎来左侧布局窗口期，同时关注冬季疫病对于产能影响。展望2026年，该行判断26年中期猪价有 望迎来向上拐点。随着行业竞争 ...

"十五五"规划建议提出，深入实施种业振兴行动。目前，我国种源安全水平明显提升，农作物自主选育品种占比超95%，畜禽、水产国产种源市 场占有率分别超过80%和85%，更多"中国种"守护中国粮！ 2025年7月6日，研究人员在位于安徽宿州的黄淮海（宿州）种业科技谷南京农业大学大豆生物育种中心人工气候室查看大豆长势。新华社记者 黄 博涵 摄 如今，越来越多的中国种子，引领产业发展，也在全球市场有了更强竞争力。2024年，我国种子出口额首次超过进口额，实现贸易顺差。杂交水 稻、棉花、蔬菜种子出口海外40多个国家，自主培育的蛋鸡、白羽肉鸡、肉羊、肉牛、奶牛、大菱鲆、南美白对虾等先后走出国门。 种子是农业的"芯片"。曾经，我国白羽肉鸡祖代种鸡百分百依靠国外进口，南美白对虾核心种源基本从美国等进口。一些种子被"卡脖子"，给国 内供应带来风险，也让这些品种的生产成本居高不下。 2021年7月，中央深改委第二十次会议审议通过《种业振兴行动方案》，为推动我国由种业大国向种业强国迈进明确了路线图、任务书。 "十四五"以来，我国加强育种联合攻关，基础性前沿性研究实现多点突破，育成一批生产急需的重大品种。如培育出高抗赤霉病小麦、抗稻飞 ...

新华社北京12月12日电（记者胡璐、韩佳诺）"十五五"规划建议提出，深入实施种业振兴行动。目前， 我国种源安全水平明显提升，农作物自主选育品种占比超95%，畜禽、水产国产种源市场占有率分别超 过80%和85%，更多"中国种"守护中国粮！种子是农业的"芯片"。曾经，我国白羽肉鸡祖代种鸡百分百 依靠国外进口，南美白对虾核心种源基本从美国等进口。一些种子被"卡脖子"，给国内供应带来风险， 也让这些品种的生产成本居高不下。2021年7月，中央深改委第二十次会议审议通过《种业振兴行动方 案》，为推动我国由种业大国向种业强国迈进明确了路线图、任务书。"十四五"以来，我国加强育种联 合攻关，基础性前沿性研究实现多点突破，育成一批生产急需的重大品种。如培育出高抗赤霉病小麦、 抗稻飞虱水稻、耐密宜机收玉米、耐除草剂高油高产大豆等新品种，正在加快推动新一轮品种更新换 代。农业种质资源"家底"更加厚实：完成了新中国成立以来规模最大、覆盖范围最广的全国农业种质资 源普查，建成了国际一流的农作物、畜禽、海洋渔业三大国家种质库，资源保存总量跃居世界第一。种 质资源的鉴定利用也全面提速，带动库存资源加快"活"起来、用起来。激励创新、保护创 ...

证券研究报告——晨会聚焦 2025 年 12 月 12 日 | 12 月金股组合 | | | --- | --- | | 股票代码 | 股票名称 | | 0119.HK | 保利置业集团 | | 1519.HK | 极兔速递-W | | 601872.SH | 招商轮船 | | 600309.SH | 万华化学 | | 688019.SH | 安集科技 | | 603799.SH | 华友钴业 | | 603345.SH | 安井食品 | | 603099.SH | 长白山 | | 300395.SZ | 菲利华 | | 市场指数 | | | | --- | --- | --- | | 指数名称 | 收盘价 | 涨跌% | | 上证综指 | 3873.32 | (0.70) | | 深证成指 | 13147.39 | (1.27) | | 沪深 300 | 4552.18 | (0.86) | | 中小 100 | 7947.12 | (1.04) | | 创业板指 | 3163.67 | (1.41) | 行业表现（申万一级） | 指数名称 | 涨跌% | 指数名称 | 涨跌% | | --- | --- ...