格隆汇2月6日丨益生股份(002458.SZ)在投资者互动平台表示，2026年公司预计销售种猪约15万头，较 2025年实现显著增长。公司对外销售的种猪包括原种猪和二元种猪，其中原种猪利润率较高。公司种猪 为高品质、高健康度的双阴种猪，在市场上具备明显溢价能力。随着种猪产能持续释放与精细化管理不 断深化，种猪成本仍有下降空间，整体成本竞争力将进一步提升。 ...

Core Viewpoint - The transformation of agricultural practices in Fujian Fuzhou's Fuzhou City, particularly in the Gangtou Town area, has led to the development of high-standard farmland, significantly increasing productivity and farmer income through modern technology and cooperative models [1][5]. Group 1: Agricultural Transformation - The area has integrated over 3,500 acres of land from six villages, resulting in an annual output value of approximately 50 million yuan [1]. - The introduction of smart greenhouse technology has improved efficiency, allowing for automated temperature control and irrigation, which has led to a 25% increase in yield and a 20% reduction in labor costs for pepper cultivation [2][5]. - The cooperative model has successfully engaged over 100 local households, providing stable employment opportunities for around 300 villagers [5]. Group 2: Sustainable Practices - The integration of pig farming with crop production has created a sustainable ecological cycle, where waste from pig farming is converted into organic fertilizer for fruit cultivation, generating an annual economic benefit of 8 million yuan [6]. - The ecological farming model has achieved near-zero wastewater discharge from pig farms and eliminated the need for chemical fertilizers in fruit production, resulting in significant cost savings [6].

部长在与参展企业交流时指出，针对饲料供应阶段性紧张问题，政府已于去年12月至今年1月进口约 12.5万吨玉米，并同步建立战略库存，以缓解市场波动、稳定生产预期。他同时强调，近年来本土饲料 生产企业数量明显增加，政府将继续在政策与组织层面予以扶持。 在动物卫生方面，部长宣布将加强对畜群健康的制度性保障，提升兽医在行业治理中的作用，并推动建 立兽医行业组织框架。整体来看，相关举措显示阿政府正通过保障饲料供应、完善行业结构与强化专业 支撑，系统性推进畜牧业可持续发展。 阿尔及利亚媒体《El Moudjahid》2月4日报道，阿农业、农村发展与渔业部长日前在塞提夫出席第三届 国际家禽业与饲料及兽医科学展览会开幕式时表示，国家将持续加大对畜牧及饲料生产领域的支持力 度，推动相关产业稳定发展，服务国家粮食安全目标。 本届展会以"家禽与牛羊养殖新技术"为主题，吸引来自阿尔及利亚及中国、埃及、法国等国的70余家专 业机构和企业参展，集中展示畜禽养殖、饲料生产及兽医技术领域的最新成果。该活动被视为促进技术 交流、产业对接和投资合作的重要平台。 ...

农产品日报 | 2026-02-06 临近小年备货，南北价差扩大 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2603合约11305元/吨，较前交易日变动-20.00元/吨，幅度-0.18%。现货方面，河南地区 外三元生猪价格11.59元/公斤，较前交易日变动-0.05元/公斤，现货基差 LH03+285，较前交易日变动+210；江苏地 区外三元生猪价格 11.84元/公斤，较前交易日变动-0.19元/公斤，现货基差LH03+535，较前交易日变动+220；四川 地区外三元生猪价格12.25元/公斤，较前交易日变动+0.00元/公斤，现货基差LH03+945，较前交易日变动+250。 据农业农村部监测，2月5日"农产品批发价格200指数"为129.83，比昨天下降0.13个点，"菜篮子"产品批发价格指数 为132.71，比昨天下降0.16个点。全国农产品批发市场猪肉平均价格为18.48元/公斤，比昨天上升0.5%；牛肉66.41 元/公斤，比昨天上升0.3%；羊肉64.47元/公斤，比昨天上升0.4%；鸡蛋8.55元/公斤，比昨天下降1.2%；白条鸡17.23 元/公斤，比昨天下降1.5%。 市场分 ...

Group 1 - The core viewpoint of the article emphasizes the implementation of specific measures to enhance agricultural modernization and ensure stable supply of important agricultural products, as outlined by the Ministry of Agriculture and Rural Affairs [1][2] Group 2 - The implementation plan focuses on improving agricultural production capacity and quality, with a target to stabilize grain production at around 1.4 trillion jin, while promoting the integration of technology and sustainable practices in agriculture [2] - The plan includes a new round of actions to increase grain production capacity, with specific tasks assigned to provinces, and encourages the enhancement of crop yields through advanced machinery and comprehensive technology [2] - The livestock sector will see modernization efforts, including the management of pig production and support for the dairy industry, with initiatives to promote the consumption of dairy products and improve feed efficiency [3] - The plan also aims to stabilize the production of cotton, sugar, and fruits, with specific policies to optimize production structures and enhance quality [3]

每经记者｜李旭馗 每经编辑｜尹申琰 每经记者｜李旭馗 每经编辑｜尹申琰 ...

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has released implementation opinions to ensure the modernization of agriculture and rural areas, focusing on stabilizing grain production and enhancing agricultural technology and enterprise development [1][3]. Group 1: Grain Production and Livestock Management - The plan aims to implement a new round of actions to increase grain production capacity by 1 billion jin, ensuring stable grain output at around 1.4 trillion jin [2][3]. - Comprehensive regulation of pig production capacity will be strengthened, including annual production registration for major pig farming enterprises [3]. - Support for the dairy industry will be enhanced, promoting integrated development of breeding and processing, and expanding the scope of student milk consumption [3]. Group 2: Agricultural Technology Innovation - The implementation opinions emphasize enhancing agricultural technology innovation efficiency, promoting the integration of technology and industry [5][6]. - Major projects in biological breeding and key agricultural research plans will be advanced to achieve significant original results in core seed sources and key agricultural machinery [6][7]. - A large-scale application of new agricultural technologies and products will be promoted, with a focus on grassroots agricultural technology promotion [6]. Group 3: Smart Agriculture Development - The plan includes actions for high-quality development of agricultural machinery, promoting the research and application of advanced and renewable energy agricultural machinery [9]. - The development of smart agriculture will be prioritized, utilizing AI, drones, IoT, and robotics to enhance agricultural practices [9]. - Establishment of smart agriculture technology centers and a comprehensive agricultural data platform will be pursued to support innovation [9]. Group 4: Strengthening Agricultural Enterprises - The implementation opinions propose the cultivation of competitive agricultural leading enterprises and the creation of a comprehensive agricultural product industry chain [11]. - A national key leading enterprise recognition program will be conducted, along with an agricultural entrepreneur cultivation plan [11]. - The plan aims to enhance agricultural brand development, promoting high-quality regional public brands and agricultural specialty brands [11].

加力实施新一轮千亿斤粮食产能提升行动，确保粮食产量稳定在1.4万亿斤左右 要 点 速 览 多措并举促进乳制品消费 农业农村部网站2月6日消息，农业农村部发布关于落实《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》的实施意见。 强化生猪产能综合调控 加力推进奶业纾困，支持有条件的养殖场养加一体化发展 全面推进生物育种重大专项和农业领域国家重点研发计划，聚力推进核心种源、关键农机装备等领域取 得一批标志性原创成果 培育壮大农业科技领军企业 实施农业新技术新产品新场景大规模应用行动 加强国家种业阵型企业梯度培育 加快选育推广高油高产大豆、耐密宜机收玉米、优质抗病小麦等突破性新品种 加快高端智能、丘陵山区适用农机装备及关键零部件研发应用，大力发展新能源农机 扎实推进老旧农机报废更新 加强人工智能在农业农村领域应用，拓展无人机、物联网、机器人等应用场景 分行业培育一批竞争力强的农业龙头企业 绘制农产品产业链"图谱"，全产业链打造"链主"企业 提升畜牧业现代化水平。健全完善产业预警机制，引导畜牧业健康可持续发展。强化生猪产能综合调 控，对头部生猪养殖企业实行年度生产备案管理，有序调控全国能繁母猪存 ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - The pig market is experiencing a situation where the peak season is not prosperous, and it is expected that the central price will continue to decline after the festival [1]. 3. Summary by Relevant Catalogs 3.1 Pig Fundamental Data - **Spot Prices**: The Henan spot price is 12,880 yuan/ton, a year - on - year increase of 550 yuan/ton; the Sichuan spot price is 11,650 yuan/ton, a year - on - year decrease of 100 yuan/ton; the Guangdong spot price is 12,060 yuan/ton, a year - on - year decrease of 200 yuan/ton [2]. - **Futures Prices**: The price of the pig 2603 contract is 10,995 yuan/ton, a year - on - year decrease of 155 yuan/ton; the pig 2605 contract is 11,685 yuan/ton, a year - on - year decrease of 50 yuan/ton; the pig 2607 contract is 12,245 yuan/ton, a year - on - year decrease of 50 yuan/ton [2]. - **Trading Volume and Open Interest**: The trading volume of the pig 2603 contract is 36,874 lots, an increase of 7,752 lots from the previous day, and the open interest is 74,864 lots, a decrease of 8,977 lots from the previous day; the trading volume of the pig 2605 contract is 68,397 lots, a decrease of 1,878 lots from the previous day, and the open interest is 144,469 lots, a decrease of 1,506 lots from the previous day; the trading volume of the pig 2607 contract is 7,962 lots, an increase of 518 lots from the previous day, and the open interest is 50,256 lots, a decrease of 199 lots from the previous day [2]. - **Price Spreads**: The basis of the pig 2603 contract is 1,885 yuan/ton, a year - on - year increase of 705 yuan/ton; the basis of the pig 2605 contract is 1,195 yuan/ton, a year - on - year increase of 600 yuan/ton; the basis of the pig 2607 contract is 635 yuan/ton, a year - on - year increase of 600 yuan/ton; the spread between the pig 2603 and 2605 contracts is - 690 yuan/ton, a year - on - year decrease of 105 yuan/ton; the spread between the pig 2605 and 2607 contracts is - 560 yuan/ton, with no year - on - year change [2]. 3.2 Market Information - Guangxi Yangxiang registered 100 lots of warehouse receipts for the March contract; Dekang registered 525 lots; Fuyuan registered 22 lots [3]. 3.3 Trend Intensity - The trend intensity is - 1, indicating a relatively bearish view (the range of trend intensity is an integer in the [-2, 2] interval, with - 2 being the most bearish and 2 being the most bullish) [4].

商务大数据显示，临近春节，猪肉市场需求旺盛，1月26日至2月1日，全国36个大中城市猪肉零售价格 环比上涨0.4%。东部地区猪肉价格涨幅明显，其中南京、青岛、厦门分别上涨7.2%、1.9%和0.3%。 ...