"八山一水一分田"，是广西壮族自治区喀斯特地貌的真实写照。过去，广西许多县乡地处云贵高原东南边 缘，石漠化严重、耕地破碎、产业基础薄弱，严重制约乡村发展。而现在，在这样的环境中，金融活水如涓涓细 流，悄然渗透进石山的每道缝隙，唤醒沉睡的乡村资产，激发出令人惊叹的发展活力。 星油藤是天等县近年来打造的特色支柱产业，中国人寿财险为助力当地"富硒星油藤"品牌发展，创新开发星 油藤政策性保险，为全县1040亩星油藤承保，保障金额达到415.92万元。图为天等县星油藤茶种植基地。 困局：被"锁住"的乡村资产与产业桎梏 在广西多山的乡村，产业发展长期面临多重困局。 一是资产沉睡之困，价值难以变现。 在广西崇左市天等县宏秀牧业有限公司（以下简称"宏秀牧业"）的牛舍里，记者见到了公司总经理周世满。 他向《金融时报》记者坦言："我们养牛规模越大，资金压力越大。牛养得再好，在传统银行风控体系里，也只 是'会跑的肉'，算不上合格的抵押物。"中国人寿挂职天等县副县长何振鑫解释说，肉牛作为活体资产，缺乏标准 化的价值评估体系，权属难以清晰界定，一旦转移或死亡，银行将面临巨大的风险敞口。 同样的困境也存在于沿海养殖业。防城港市茅岭镇美丽 ...

证券之星消息，1月6日养殖业板块较上一交易日上涨1.94%，正邦科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。养殖业板块个股涨跌见下表： 从资金流向上来看，当日养殖业板块主力资金净流出4127.8万元，游资资金净流出8114.99万元，散户资 金净流入1.22亿元。养殖业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002157 | 正邦科技 | 4984.67万 | 7.07% | -2390.10万 | -3.39% | -2594.57万 | -3.68% | | 603477 | 巨星农牧 | 2648.68万 | 16.60% | -1470.23万 | -9.21% | -1178.45万 | -7.38% | | 300498 | 温氏股份 | 2502.01万 | 3.19% | -5619.65万 | -7.1 ...

（来源：黑龙江日报） 转自：黑龙江日报 民宿经营管理直播实训。伊春市农业农村局提供 □张月 本报记者 周静 连雪的收获是伊春市创新开展高素质农民培育、扎实赋能乡村振兴的一个缩影。2025年，伊春市紧扣"生态立 市"发展战略，聚焦农民急难愁盼的技能需求，着力构建"精准培训+跟踪服务+政策支撑"的全链条培育体系， 让北国林都的绿水青山加速转化为富民增收的金山银山。 培训如何避免"一头热"？关键在于精准对接。2025年初，伊春市农业农村局联合多部门，深入农村、林场开 展摸底调研。种粮大户关注单产如何突破，民宿经营者困惑客流如何拓展，养蜂人思虑销路如何打开……需 求清单明晰了，培训课程自然精准"对号入座"。 这些培训课程涵盖水稻玉米单产提升、食用菌标准化生产、特色蜂养殖技术、乡村民宿运营管理等多个领 域，均直指当地农业产业发展的关键环节与农民的实际痛点。授课教师阵容也体现了"理论与实践结合"的特 点，既有来自高校科研院所的专家教授，也有扎根乡土、经验丰富的"土专家""田秀才"。在友好区的一场养 蜂技术分享课上，本土养蜂能手祖彦利的"实战秘籍"让学员们直呼"解渴"——"这法子接地气，回去就能 用！" "光听理论不过瘾， ...

鸡蛋：截至 11 月末，全国产蛋鸡存栏量约 13.52 亿只，同比减少 5.32%， 且仍处于环比下降通道，预计 2026 年一季度存栏降幅将在 0.50%-0.80%之间。 尽管当前存栏量仍处历史较高水平，但中大码鸡蛋占比偏高，叠加部分散户因政 策合规压力缩减产能，中长期供应收缩预期逐步形成。今天盘面有尝试性冲高， 远月去产能和近月宽松仍然可能形成拉锯，不过已经不建议过度看空。暂时观望 为主。 生猪：2025 年 10 月能繁母猪存栏量降至 3990 万头，虽仍高于 3900 万头的 行业合理调控目标，但下降趋势明确。后续产能去化的速度和力度将成为决定供 应收缩幅度的关键，若能持续稳步下降至合理区间，国内生猪市场将迎来重要转 折。如产能去化进程加速，预计 2026 年末能繁母猪存栏降至 3750-3800 万头附 近；价格走势呈现前低后高特征，远月合约或考虑逢低买入机会。 【冠通期货研究报告】 养殖产业链日报：震荡偏强 发布日期：2026 年 1 月 5 日 大豆：国内大豆现货市场价格走势稳中偏强，其中东北产区现货市场价格延 续偏强走势，国储拍卖成交良好、国储收购进行中、农户惜售、有订单主体继续 收购均为现 ...

证券之星消息，1月5日养殖业板块较上一交易日下跌0.51%，京基智农领跌。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300313 | *ST天山 | 8.28 | 3.11% | 3.52万 | | 2917.71万 | | 002458 | 益生股份 | 8.59 | 2.51% | 13.69万 | | 1.18亿 | | 002234 | 民和股份 | 8.77 | 1.74% | 5.50万 | | 4833.23万 | | 300967 | 晓鸣股份 | 19.06 | 1.22% | - 3.53万 | | 6703.47万 | | 002321 | 华英农业 | 2.32 | 0.87% | 31.68万 | | 7337.35万 | | 002299 | 圣农发展 | 16.63 | 0.54% | 12.22万 | | 2.03亿 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the pig market, short - term price fluctuations intensify due to supply - demand games, while long - term prices are expected to gradually rise but with limited upside potential. For the egg industry, short - term prices may increase seasonally during the Spring Festival, but long - term supply pressure remains. In the corn market, short - term selling pressure needs to be digested, and long - term prices are supported at the bottom but with limited upward movement [5][61][100]. 3. Summary by Directory 3.1 Pig 3.1.1 Market Review - In December, pig prices first stabilized and then rose. Spot prices increased due to factors like the release of second - fattening and epidemic pigs, and terminal consumption growth. Futures prices also rebounded, with the 03 contract's premium increasing and the basis strengthening. After the New Year's Day stocking ended, slaughter volume declined, and spot prices stagnated and fell [7][10]. 3.1.2 Supply - The inventory of breeding sows is gradually being reduced but remains above the normal level. Pig production performance has improved, and the supply of pigs in the first quarter of 2026 is expected to be high. Pig inventory is slowly increasing, and the proportion of standard and large pigs is rising. The monthly average slaughter weight is at a high level in the same period [11][16][24]. 3.1.3 Demand - In December, the slaughter rate and volume of slaughterhouses increased. After the New Year's Day stocking ended, slaughter volume may decline, but it may increase again in January due to Spring Festival stocking. The frozen product inventory is at a high level, and its support for consumption has weakened, and it may suppress supply before and after the Spring Festival [34][38][41]. 3.1.4 Cost and Profit - Pig prices rebounded in December, and breeding losses narrowed. Feed and piglet prices fluctuated slightly, and the long - term fattening cost remained low [44]. 3.1.5 Policy - The government aims to guide the orderly exit of production capacity and stabilize prices. It requires the top 25 large enterprises to reduce 1 million breeding sows by the end of January, lower the weight, and prohibit second - fattening. The state mainly conducts reserve rotation [50]. 3.1.6 Driving Summary - Short - term: Price fluctuations intensify due to supply - demand games. Long - term: The price in the first half of the year is not optimistic, and the price in the second half of the year is expected to be strong, but the increase is limited [53][54]. 3.1.7 Valuation - Near - term contracts are undervalued, and far - term contracts are neutrally valued [55]. 3.1.8 Strategy - For near - term contracts, adopt a short - selling strategy when prices rebound. For far - term contracts, be cautious about a bullish outlook, and the industry can hedge at a profit [5]. 3.2 Egg 3.2.1 Market Review - In December, egg prices continued to fluctuate at a low level, and the futures price mainly declined, with a slight rebound at the end of the month. The current main contract has a slight premium over the spot, and the basis is at a low level in the same period [67]. 3.2.2 Supply - The number of newly opened - laying hens in January is average. The inventory of laying hens is slowly declining, but the overall supply pressure is still large. In the long - term, the number of newly opened - laying hens from February to May 2026 is expected to decrease, but the supply pressure relief needs time [61][63]. 3.2.3 Demand - In January, as the Spring Festival approaches, demand is expected to improve. The high cost - performance of eggs also drives substitution demand [63]. 3.2.4 Driving Summary - Short - term: Egg prices are expected to rise during the Spring Festival, but the increase is limited due to sufficient supply. Long - term: Supply pressure is expected to gradually ease, but it takes time, and attention should be paid to culling and external factors [91][92]. 3.2.5 Valuation - The current basis is low, and the overall valuation is high [94]. 3.2.6 Strategy - Do not short the market in the short - term. Wait for the spot price to rise less than expected and then hedge the 02 and 03 contracts after the Spring Festival [63]. 3.3 Corn 3.3.1 Market Review - In December, corn prices rose and fell alternately. The spot price had strong support at the bottom, and the futures price first fell and then rose. The current main contract has a discount to the spot, and the basis is at a high level in the same period [100][101][104]. 3.3.2 Supply - The national grain sales progress is 45%, and the supply in the producing areas has slowed down. The import of corn in November increased, and the inventory in the north and south ports changed. The 2025/2026 corn supply is expected to be in balance with demand, with limited upward price space [100][105][107]. 3.3.3 Demand - The high inventory of pigs and poultry supports the rigid demand for feed. However, if the corn price continues to rise, the demand for wheat as a substitute may increase. The deep - processing demand is limited due to low profits and high product inventory [100][115][126]. 3.3.4 Driving Summary - Short - term: There is still selling pressure to be released. Long - term: The cost has strong support, but the supply - demand pattern is relatively loose, limiting the upward space [100]. 3.3.5 Valuation - The futures price is at a relatively low level, and the basis is at a high level in the same period, with a neutral - low valuation [135]. 3.3.6 Strategy - Be cautious about chasing high in the short - term, and grain - holding entities can hedge when prices rebound. In the long - term, the demand will gradually be released, but the increase is limited [100].

人民财讯1月5日电，中金公司研究部首席国内策略分析师李求索表示，2026年，国际秩序重构与中国产业创新两大因素共振，将支持A股表现。 从节奏上看，市场或将呈现前升后稳，在资金活跃及估值抬升背景下，可关注波动率提升及与基本面匹配的节奏。 李求索认为，有较多的成长领域将会延续景气，市场风格有望趋向均衡，可关注三条主线：1.景气成长：AI（人工智能）领域有望逐步进入应用 兑现阶段，算力、光模块、云计算基础设施层面仍有机会，或更偏国产方向；应用端关注机器人、消费电子、智能驾驶和软件应用等。2.外需突 围：结合出海趋势和对美敞口，关注家电、工程机械、商用客车、电网设备和游戏，以及有色金属等全球定价资源品。3.周期反转：关注供需问 题临近改善拐点或政策支持领域，如化工、养殖业、新能源等。 李求索表示，期待资本市场政策进一步促进市场"长期""稳进"。在国际货币体系重构、全球资金再配置的背景下，可进一步推动资本市场对外开 放，例如增加外资可投资范围、鼓励中资券商国际化发展等。在支持科创企业融资、提升市场包容度的同时，继续优化中长期资金入市机制，从 而更好地配合科创企业对耐心资本的需求，同时为活跃的市场增加稳定性与韧性。 （原 ...

Group 1 - The core viewpoint is that the restructuring of international order and China's industrial innovation will support A-share performance in 2026, with a market trend of initial growth followed by stability [1] - The market is expected to see increased volatility and valuation uplift, with a focus on sectors that align with fundamental performance [1] - Three main investment themes are identified: 1) Growth sectors such as AI, which is entering an application phase, with opportunities in computing power, optical modules, and cloud computing infrastructure, particularly in domestic markets; application areas include robotics, consumer electronics, intelligent driving, and software applications [1] 2) External demand breakout, focusing on sectors like home appliances, construction machinery, commercial buses, power grid equipment, gaming, and globally priced resources like non-ferrous metals [1] 3) Cyclical reversal, with attention to sectors nearing improvement in supply-demand dynamics or receiving policy support, such as chemicals, aquaculture, and new energy [1] Group 2 - There is an expectation for capital market policies to further promote a "long-term" and "steady" market environment, which could enhance capital market openness in the context of international monetary system restructuring and global capital reallocation [2] - The company aims to support financing for innovative enterprises and improve market inclusivity while optimizing mechanisms for long-term capital entry, thereby increasing market stability and resilience [2]

生猪市场要闻与重要数据 期货方面2025年12月31日收盘生猪2603合约收盘11795元/吨，较上月上涨545元/吨，涨幅4.84%。现货方面，河南 地区外三元生猪价格11.67元/公斤，较上月下跌0.11元/公斤，现货基差LH03-125，环比下跌655；江苏地区外三元 生猪价格11.90元/公斤，较上月下跌0.01元/公斤，现货基差LH03+105，环比下跌555；四川地区外三元生猪价格11.94 元/公斤，较上月上涨0.47元/公斤，现货基差LH03+145，环比下跌75。 供应方面，样本显示11月能繁母猪存栏量为502.94万头，环比下降0.37%；11月份能繁母猪淘汰量为11.24万头，环 比涨幅5.05%，同比涨幅14.63%；中小散样本场月内能繁母猪淘汰量为1.16万头，环比涨幅1.38%，同比涨幅29.36%； 11月规模场样本点商品猪存栏量为3700.59万头，环比增加0.32%，同比增加5.28%。中小散样本企业11月份存栏量 为155.73万头，环比减少0.07%，同比上涨6.94%；12月全国外三元生猪出栏均重为123.60公斤，较上月微涨0.06公 斤，环比涨幅0.05%，同比涨幅 ...

Core Viewpoint - The article discusses the agricultural and rural development in Qingyang during the "14th Five-Year Plan" period, emphasizing the importance of food security, poverty alleviation, and the promotion of sustainable agricultural practices to support high-quality economic growth [5][14]. Summary by Sections Food Security Enhancement - The city has implemented the strategy of "storing grain in the ground and technology," leading to significant improvements in grain production capacity. A total of 3.2625 million acres of high-standard farmland have been established, and the comprehensive mechanization rate for major crops has reached 80.4% [6]. - In the first nine months of 2025, the grain sowing area reached 6.0111 million acres, exceeding the provincial target of 5.91 million acres, with a total grain production of 1.5 million tons [6]. Poverty Alleviation Achievements - Qingyang has successfully eradicated absolute poverty, with a poverty incidence rate dropping from 26.58% in 2013 to zero by 2020. The city has implemented various policies to prevent a return to poverty, with a total of 2.0802464 billion yuan allocated for poverty alleviation projects [7][8]. - The city has achieved a 100% insurance coverage rate for low-income and formerly impoverished populations, and significant improvements in rural infrastructure have been made [8]. Sustainable Agricultural Practices - The "three-dimensional dual-cycle" agricultural model promotes the recycling of waste between planting, breeding, and mushroom industries, enhancing resource support for agricultural development and reducing pollution [9][10]. - The livestock population has shown steady growth, with significant increases in the number of cattle, sheep, pigs, and chickens, alongside a remarkable 146% increase in edible mushroom production [10]. Expansion of Specialty Industries - The city is focusing on developing five major agricultural industry clusters, including beef, mutton, pork, chicken, and apples, with 389 agricultural industrialization leading enterprises established [11][12]. - The overall agricultural product processing rate has reached 63%, and the total output value of advantageous specialty industries has surpassed 50 billion yuan [12]. Rural Development Initiatives - The city has implemented various rural construction actions, achieving a sanitation toilet coverage rate of 94.24% and improving rural infrastructure significantly [13]. - The overall rural environment has improved, with increased public satisfaction and happiness among residents [13]. Future Outlook - Looking ahead to the "15th Five-Year Plan," Qingyang aims to further enhance agricultural strength, rural beauty, and farmer prosperity, revitalizing the "East Long Grain Warehouse" [15].