■本报记者 余连斌 7月份的四川广安市广安区，骄阳似火，却挡不住田野里的蓬勃生机。在广安红茂家庭农场，饱满的柑 橘缀满枝头，农场负责人、退役军人刘茂山正和工人们忙夏管，汗水湿透衣衫，脸上却洋溢着笑容。 "正是农行的暖心服务，及时满足了我生产融资需求，'惠农e贷'提额后，资金周转一下子盘活了，让我 可以更好发展。"提及农行四川广安区支行为其提供的金融支持，刘茂山高兴地对记者说。而这也生动 诠释出金融支持培育壮大新型农业经营主体的责任担当。 退役返乡 勇当"新农人" 刘茂山，广安区白马乡白马村人，这位曾身着戎装的退役军人，退役后毅然选择回到家乡，决心在农村 这片广阔天地干出一番事业。他积极投身农业，将晚熟柑橘发展成当地特色产业。 2020年，农村土地流转政策带来的机遇和柑橘产业发展前景，让刘茂山看到希望。他果断在白马村租下 100多亩土地，成立广安红茂家庭农场柑橘种植基地，开始种植沃柑和砂糖橘。这里也成为广安区首个 退伍军人返乡创业示范基地。 "刚开始什么也不会，就凭着对土地的热爱准备大干一番。"刘茂山向记者坦言，由于缺乏种植经验，即 便他投入大量时间和精力，基地初期发展并不顺利。 为谋求出路，刘茂山参加了四川省 ...

Investment Rating - The report suggests a positive outlook for the agricultural sector, particularly in pig farming and livestock, with a focus on high-quality, low-cost expansion companies [2][20][36]. Core Insights - The agricultural sector index has shown a weekly increase of 1.09%, but it has underperformed compared to the Shanghai Composite Index [2][13]. - The pig farming sector is experiencing a slight adjustment in prices, with expectations of improved mid-term profitability due to better management of supply pressures [20][22]. - The poultry farming sector is facing price pressures due to weak demand, but there are expectations for recovery as consumer demand improves [30][33]. - The livestock sector is seeing a stabilization in beef prices, with potential for a new cycle of growth as supply constraints continue [36][37]. - The planting industry is stabilizing, with potential improvements if there are significant reductions in grain production due to external uncertainties [42][43]. - The feed and aquaculture sectors are showing stable prices, with a positive outlook for aquatic product prices [60][61]. Summary by Sections 1. Market Review - The agricultural index closed at 2759.14 points, with a weekly increase of 1.09%, while the Shanghai Composite Index increased by 1.09% as well [2][13]. 2. Key Data Tracking 2.1 Pig Farming - The average price of pigs is 14.81 yuan/kg, with a weekly decrease of 3.52%. The average weight of pigs at market is 129.03 kg, showing a slight increase [20][21]. - Profits for self-breeding and self-raising are reported at 133.87 yuan/head, indicating a positive trend in profitability [20][22]. 2.2 Poultry Farming - The average price of white feather chickens is 6.24 yuan/kg, with a weekly decrease of 7.56%. The profitability for parent stock chickens is negative, indicating pressure on margins [30][33]. 2.3 Livestock - The price of live cattle is 26.44 yuan/kg, with a slight decrease of 0.71%. The dairy sector is stabilizing, with expectations for milk prices to recover in the second half of 2025 [36][37]. 2.4 Planting Industry - Domestic corn prices are 2351.43 yuan/ton, showing a slight decrease. The report highlights the importance of grain production stability amid external uncertainties [42][43]. 2.5 Feed & Aquaculture - Feed prices remain stable, with no significant changes reported. Aquaculture prices are showing a positive trend, particularly for shrimp and abalone [60][61].

央视网消息（焦点访谈）："春争日，夏争时"，说的是春季播种需争分夺秒，而夏季田间管理更需精准把握每一刻。夏粮收完紧跟着就是夏种， 也就是播种秋粮。除了南方双季稻7月中旬开始播栽之外，截至目前，全国夏播基本结束。眼下，全国粮食主产区土壤墒情适宜，秋粮作物苗情长 势总体较好。提单产、稳面积是我们当前农业政策的核心目标之一，主攻方向是集成推广良田良种良机良法，实施粮食单产提升工程。记者调查 发现，今年各地都在夏播中为提高单产，因地制宜优化粮食种植结构，为推动稳粮增油做了不少工作。现在，就一起去看看夏播中的新变化。 7月12日清早，湖南常德鼎城区镇德桥镇的一边稻田正在收割早稻，平整土地，另一边稻田插秧机正在移栽晚稻秧苗，机器轰鸣，白鹭盘旋。鼎城 区是全国产粮大县，今年当地计划晚稻种植面积63.1万亩，全区晚稻优质稻品种覆盖率达95%以上。镇德桥镇晚稻栽插后持续高温天气较多，在这 里正推广"桃优香占""玉针香""扬泰优128"等水稻品种。 湖南常德鼎城区镇德桥镇农业综合服务中心技术员周伦文："我们这里移栽晚稻的时候温度较高，选用了比较抗高温的品种，为避开后期出现寒露 风，选用了生育期比较适中的品种，同时根据市场需求，推 ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [1][4]. Core Viewpoints - The report is optimistic about the reversal of the beef cycle, recommending investments in livestock, pet industries, and companies with low valuations in the pig and poultry sectors [3][4]. - The beef price remains strong during the off-season, indicating a potential upward trend in the beef cycle for 2025 [1][3]. - The supply of pigs is expected to maintain low volatility, with a forecast for continued price stability in 2025 [1][3]. Summary by Sections 1. Weekly Overview and Data Summary - The report highlights that beef prices are resilient during the off-season, while pig prices show strong support [1]. - As of July 11, 2025, the price of live pigs is 14.70 CNY/kg, down 3.86% week-on-week, while the price of 7kg piglets is approximately 445 CNY/head, up 2.75% week-on-week [1]. 2. Fundamental Tracking 2.1 Swine - The price of live pigs is expected to maintain low volatility, with a forecast for continued market stability in 2025 [1][14]. 2.2 Poultry - The report notes a reduction in parent stock and structural changes in the poultry market, with consumption gradually shifting upwards [1][15]. 2.3 Beef - The domestic beef market price is 59.23 CNY/kg as of July 11, 2025, reflecting a year-on-year increase of 27.38% [1][16]. 3. Key Company Profit Forecasts and Investment Ratings - Companies such as Guangming Meat Industry, Muyuan Foods, and Haida Group are rated as "Outperform" with respective earnings per share (EPS) forecasts for 2025 of 0.53, 3.57, and 2.64 CNY [4].

从都市高楼到田间地头，快手直播打开销路初体验 大学毕业后，孟晓帆顺理成章地留在了北京工作。从事金融投资方面工作的她，每天穿梭在高楼大厦里，与各种数据报表打交道。高强度的工作、快节 奏的生活让她几乎没什么时间陪伴家人。2019年，孟晓帆选择按下暂停键，开始重新思考人生的方向。 从田间地头到出口海外，"小生姜"也能种出致富"大产业"。6月30日，在央视农业农村频道《共富经》栏目播出的最新一期节目《返乡种姜记》中，镜 头对准了来自山东寿光的一位90后姑娘孟晓帆，她是返乡创业的新农人，一头扎进土地里，从种姜小白成为年入百万的种姜大户。她把短视频直播平台当作 新农具，在快手上分享种姜心得，系统性打造生姜产业链，辐射并带动更多姜农叩开致富门。 来自"中国蔬菜之乡"山东寿光的她，将创业的方向瞄准了蔬菜种植。作为全国重要的蔬菜生产基地和集散中心，平均每分钟有1.7万多公斤蔬菜从寿光 销往全国200多个城市，影响着几亿人的餐桌。"爸妈都是从农村出来的，没想到有一天我会回去种地，刚开始肯定会劝我，但看我决心这么大，还是放手让 我试一试。" 2021年，受市场波动生姜价格下跌，为了拓宽生姜的销售渠道，孟晓帆经过多方考察，发现了生姜 ...

Group 1 - South Korea is experiencing a heatwave, leading to a significant increase in the prices of agricultural products such as cabbage, watermelon, and radishes [1] - The average price of a watermelon is approaching 30,000 KRW (approximately 156 RMB) [1] - The South Korean government has implemented a series of measures to stabilize prices and has released reserve cabbage into the market [1]

Group 1 - The ongoing high-temperature weather is impacting agriculture and aquaculture, prompting local agricultural, water, and power departments in Shandong and Henan to implement scientific irrigation and protective measures to mitigate the effects on agricultural production [1] - In Shandong Qingzhou, smart temperature control systems in flower greenhouses maintain an optimal temperature of around 26°C, ensuring stable production despite external heat [2] - In Shandong Leiling, two dedicated power supply lines were constructed to ensure oxygen supply for mudfish farming during critical growth periods, preventing potential losses due to power outages [4] Group 2 - In Henan Huaibin, local water resources are being effectively managed through the coordination of 18 small and medium-sized reservoirs to ensure sufficient water supply for rice fields during the ongoing drought conditions [6][7] - A three-tiered coordination mechanism has been established in the region to ensure continuous water supply for irrigation, with a focus on optimal watering times to minimize evaporation losses [9]

Investment Rating - The report maintains a "Buy" rating for the agriculture, forestry, animal husbandry, and fishery sector [4] Core Viewpoints - Recent policy guidance has led to a rapid decline in post-slaughter weight, allowing for a rebalancing of volume and price, with positive expectations for pig prices [3] - The long-term perspective indicates that the bottom of the production capacity cycle is becoming clearer, suggesting a potential long-term profit upturn for the sector [3] - The report highlights investment opportunities in various segments, including pig farming, feed, and planting chains, as well as the pet food sector [3] Summary by Sections Pig Farming Sector - In June, 13 listed pig companies collectively slaughtered 16.2681 million pigs, a month-on-month increase of 2.65% and a year-on-year increase of 47.55% [2][13] - The average selling price of pigs decreased by approximately 3% month-on-month and about 20% year-on-year, with prices ranging from 13.23 to 15.57 yuan/kg [14][15] - The average weight of slaughtered pigs in June was 125.06 kg, down 0.77 kg from May, indicating a trend towards reducing weight [17] Market Dynamics - The national average price for live pigs was 14.81 yuan/kg as of July 11, reflecting a week-on-week decline of 3.52% [28] - The demand for pork is weakening due to high temperatures affecting consumption and rising storage costs, leading to a gradual loosening of supply-demand dynamics [28] Investment Recommendations - The report recommends focusing on leading companies such as Muyuan Foods, Wens Foodstuff, and Juxing Agriculture, as well as companies in the feed and animal health sectors like Haida Group and Ruipu Biological [3] - In the planting chain, opportunities are highlighted for companies like Suqian Agricultural Development and Beidahuang [3] Other Segments - The pet food industry is experiencing growth, with increasing recognition of domestic brands and continuous growth of leading companies [3]

Core Insights - Jiangxi province has maintained a stable grain production of over 43 billion jin for 12 consecutive years, showcasing its agricultural strength and commitment to national food security [1] - The development of the high-quality chili pepper industry in Gao'an is a model of agricultural modernization, emphasizing standardization and branding to enhance market competitiveness [2] - The integration of various agricultural sectors in Jiangxi is driving economic growth, with a focus on value-added processing and product diversification [3] Group 1: Agricultural Development - Jiangxi has established itself as a national base for pollution-free vegetable production, leveraging its natural resources for agricultural prosperity [1] - The Gao'an chili pepper industry has seen a 37.5% increase in yield per mu due to standardized practices, benefiting nearly 9,687 local farmers [2] - The province has created 8 national-level characteristic industrial clusters and 12 modern agricultural industrial parks, ranking among the top in the country [2] Group 2: Product Innovation - The Taihe black chicken industry has evolved from a single product offering to over 140 varieties, including health and medicinal products, enhancing its market appeal [3] - New technologies, such as the extraction of small molecule peptides from black chicken, have increased product value by 300% [3] - The establishment of joint research centers with universities and research institutions is fostering innovation in the agricultural sector [3] Group 3: Economic Impact - In 2024, Jiangxi's agricultural entities are projected to achieve sales revenue of 367.22 billion yuan, significantly impacting local economies [4] - The integration of enterprises, farmers, and cooperatives has created over 500 jobs, with an average monthly income of 3,000 yuan for impoverished households [4] - The local collective economy has benefited from land transfer management fees, generating an annual income of over 70,000 yuan for village collectives [4]

"花二代"郝健是山东省青州市第一个种植热带植物（下称"热植"）的人。2020年，他种出的一棚 茁壮的白锦龟背竹（下称"白龟"）给市场带来了不小的震撼。热植是近年来颇受年轻人喜爱的绿植 种类，也被称为年轻人的"新潮玩"，流行的品种包括龟背竹、花烛、蔓绿绒等。 此后五年时间，这座位于北纬36度的温带城市开始大规模种植热植，并逐渐成为中国热植种植最 集中的区域之一。大量电商平台上的热植商家来自青州地区，甚至青州种植的一些热植产品还会返 销至泰国等热带国家。 目前，青州热植花卉的总产值已经突破10亿元。 产业能力赋予了 青州 不断迭代的能力，让青州能够不断产出 满足不同代际爱好的花卉产品：从仙客来、兰花到多肉植物， 再到热植。这个过程中，青州在产业中扮演的角色也在不断迭 代。 作者：宋笛 王惠 封图：受访者供图 青州是中国"花木之乡"。这里曾经出产中国80%的多肉植物，也是兰花等多种花卉的主要产区。在 四十多年的发展过程中，青州在基础设施、产业配套等方面形成了优势。更重要的是，这里积累了 大量拥有丰富经验和技术能力的农户和企业，"农户+企业"的模式成了青州花卉产业的特色。 产业能力赋予了这座城市不断迭代的能力，让青州 ...