丰乐种业8月12日披露，截至8月10日公司股东户数为70487户，较上期（7月31日）减少515户，环比降 幅为0.73%。这已是该公司股东户数连续第6期下降，累计降幅达10.73%，也就是说筹码呈持续集中趋 势。 证券时报·数据宝统计，截至发稿，丰乐种业最新股价为7.21元，下跌0.28%，筹码持续集中以来股价累 计下跌2.04%。具体到各交易日，22次上涨，19次下跌。 融资融券数据显示，该股最新（8月11日）两融余额为1.74亿元，其中，融资余额为1.74亿元，股东户数 连降以来融资余额合计增加135.14万元，增幅为0.78%。 7月19日公司发布上半年业绩预告，预计实现净利润-3000.00万元至-2500.00万元，同比变动区间 为-34.28%~-11.90%。（数据宝） （文章来源：证券时报网） ...

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [70]. Core Insights - In July, the growth rate of breeding sows across three parties generally narrowed, indicating a focus on changes in pig production capacity. The average price of live pigs in China on August 8 was 13.67 CNY/kg, down 0.42 CNY/kg week-on-week [2][9]. - The white chicken market is experiencing a phase of reduced supply, leading to continued price increases. The average price of white feathered meat chickens on August 8 was 7.14 CNY/kg, up 0.31 CNY/kg week-on-week [3][33]. - The agricultural sector is focusing on the promotion of high-quality seeds and technology selection to enhance food security, with the Ministry of Agriculture and Rural Affairs initiating a project for the 2025 national crop variety promotion directory [44]. Summary by Sections Pig Farming - The average weight of pigs being sold has continued to decline, with the average weight as of August 7 being 127.80 kg, down 0.18 kg week-on-week. This is attributed to the ongoing high temperatures affecting feed intake and growth rates [21][31]. - The slaughter volume of sample enterprises has remained stable, with an average daily slaughter of 137,100 pigs, reflecting a slight increase of 0.05% week-on-week [12][31]. - The policy focus on capacity regulation is expected to accelerate the elimination of inefficient production capacity, potentially raising the long-term price center for pigs [31][32]. Poultry Sector - The supply of broiler chickens is tightening due to previous breeding losses, resulting in a continued rise in prices. The average price of broiler chicks was 3.13 CNY/chick, up 0.56 CNY/chick week-on-week [3][33]. - The egg market has seen a slight decline in prices, with the average price of eggs at 6.23 CNY/kg, down 0.51 CNY/kg week-on-week, although there is potential for a rebound due to upcoming seasonal demand [3][36]. Agricultural Products - The soybean meal market is showing strength, with the futures price on August 8 reaching 3,094 CNY/ton, up 57 CNY/ton week-on-week, driven by concerns over a soybean supply gap in the fourth quarter [45][48]. - The current domestic demand for soybean meal is supported by strong import needs from Brazil, leading to a bullish outlook for the market [45][48].

Core Insights - The research team led by Xu Cao from the Institute of Genetics and Developmental Biology of the Chinese Academy of Sciences has integrated biotechnology (BT) and artificial intelligence (AI) to propose a novel concept of crop-robot collaborative design [1][3] - The team has successfully developed the world's first intelligent breeding robot "GEAIR," capable of automatic cruising hybrid pollination, significantly reducing breeding costs, shortening breeding cycles, and improving breeding efficiency [1][3] Group 1 - The integration of gene editing has allowed for the rapid and precise creation of "robot-friendly" structural male sterile lines in crops [1][3] - The "GEAIR" system has been applied to soybeans, achieving the rapid creation of structural male sterile lines, which is expected to lead to breakthroughs in soybean hybrid breeding and significantly increase yield [3][7] - The research has established a closed-loop technology system for intelligent breeding with independent intellectual property rights in China, marking a significant advancement in the field [3][7] Group 2 - The study has received high praise from reviewers in the journal "Cell," being recognized as an innovative breakthrough that addresses major technological and industrial challenges through the intersection of BT and AI [7] - The research team is working on the "GEAIR 2.0" version and aims to expand the application of structural male sterile lines to different crops, integrating the entire industry chain from breeding to production and traceability [7]

Core Points - The Ministry of Agriculture and Rural Affairs has released the "National Crop Variety Promotion Directory (2025)", which includes 8 varieties from Shanxi Agricultural University [1] - The selected varieties cover 7 crops: wheat, corn, soybeans, potatoes, millet, sorghum, and pears [1] - The directory aims to accelerate the revitalization of seed industry with a focus on key agricultural products [1] Summary by Categories - **Selected Varieties** - 8 varieties include "Chang 6990", "Ruipu 909", "Pin Dou 22", "Jin Shu 16", "Chang Nong 47", "Jin Nuo 3", "Jin Zao 5564", and "Yu Lu Xiang Li" [1] - Varieties categorized as 5 backbone types, 2 growth types, and 1 emerging type [1] - **Strategic Focus** - The 2025 directory emphasizes key agricultural products such as grains, oils, vegetables, and fruits [1] - In addition to the existing 10 crops, 11 new crops have been added, totaling 21 crops with 326 recommended excellent varieties [1]

育种进程中，基因起着决定性的作用。而掌握基因，并非易事。科学家们一直希望能像"查字典"一样快速定 位控制重要性状的基因，基因芯片便应运而生。利用已知序列的DNA片段定位目标基因，通过片段中的探针 检测出哪个部分发生了变异，进而在"字典"中对该变异进行筛选。 小小芯片，连着的是"国之大者"。从靠天吃饭到科学定制，从经验育种到精准设计，基因芯片技术正在重塑 育种的未来。今天，和记者一起探访农业"芯片"的破译之路吧。 习近平总书记在海南考察时指出："中国人的饭碗要牢牢端在自己手中，就必须把种子牢牢攥在自己手里。" 种子是现代农业的"芯片"。 西瓜有了"基因身份证" 盛夏，正是西瓜成熟的季节。8月5日，在河南农业大学瓜类种植基地，一处吊蔓西瓜种植区里绿意盎然。少 了旁逸斜出的散乱枝芽，瓜蔓整齐地向上伸展，看上去十分舒朗整洁。 "它叫'无杈彩虹1号'。"河南农业大学园艺学院教授杨路明笑着告诉记者。 外表看与普通西瓜无二致，名字却点明了其独特性：侧枝少、瓜瓤红黄相间、种植省力省工。 "正常西瓜植株每个节间都会生长侧枝和卷须，生产中需要频繁整枝打杈，这项人工成本占据种植成本的三至 五成，这也是导致近年来我国西瓜种植比较效益 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights a strong policy catalyst and a resonating fundamental backdrop, indicating a positive outlook for the pig farming sector as prices are expected to rise from current lows [4][28] - The report suggests that the investment logic for pig farming is improving marginally, driven by both fundamental and policy factors, with a recommendation for specific companies in the sector [5][28] - The report notes that the domestic feed market is benefiting from the post-cycle of poultry and livestock, with strong overseas demand supporting prices [5][28] Summary by Sections Weekly Observation - The report indicates that the current rhythm of pig shipments is suppressing short-term prices, with the national average price for pigs at 13.67 yuan/kg as of August 8, 2025, down 0.60 yuan/kg week-on-week and down 6.97% year-on-year [12][4] - The average weight of pigs at market as of August 7, 2025, is 127.80 kg, showing a slight decrease week-on-week but an increase year-on-year [12][4] - The utilization rate of breeding facilities is reported at 51.6%, reflecting a decrease both month-on-month and year-on-year [12][4] Weekly Perspective - The investment logic for pig farming is showing signs of improvement, with expectations for prices to rise in the second half of 2025 due to both fundamental and policy support [28] - The report recommends several companies including Muyuan Foods, Wens Foodstuff Group, and others as key investment opportunities in the pig farming sector [5][28] Market Performance - The agricultural sector outperformed the broader market by 0.4 percentage points during the week of August 4-8, 2025, with the agricultural index rising by 2.52% [33][36] - Specific stocks such as Zhongji Health and Zhenghong Technology saw significant gains, leading the market [41][33] Price Tracking - As of August 8, 2025, the average price for pigs is reported at 13.71 yuan/kg, with a decrease of 0.62 yuan/kg from the previous week [44][45] - The report also tracks prices for other agricultural products, noting fluctuations in chicken and beef prices during the same period [44][45]

Core Viewpoint - The article highlights the significant reforms in Anhui Province's technology system, emphasizing the role of enterprises as the main drivers of technological innovation and project leadership, particularly in the agricultural sector with a focus on high-yield rice varieties [3][5][11] Group 1: Project Development and Funding - Anhui Quanyin High-Tech Seed Industry Co., Ltd. (Quanyin High-Tech) is leading a project on "Research and Application of Ultra-High-Yield Multi-Resistance Hybrid Rice Varieties," which received funding support of 10 million yuan from both Anhui Province and Hefei City, along with an additional 30 million yuan from the company itself [4][5] - The project aims to address the urgent need for high-yield rice varieties and is part of a broader initiative to enhance Anhui's agricultural processing capabilities [4][6] Group 2: Collaborative Innovation - The project involves collaboration with various stakeholders, including industry chain enterprises, universities, and research institutions, creating a comprehensive approach to innovation that spans from material creation to quality control and brand development [4][6] - Over 80% of the major technology projects initiated in Anhui are led by enterprises, ensuring that the outcomes align closely with market needs and facilitating faster industrial application [6][8] Group 3: Role of Enterprises in Innovation - The reform encourages enterprises to become "problem solvers" by allowing them to propose research needs, with over 80% of project demands now coming from businesses [5][10] - Enterprises are also involved in the evaluation of project outcomes, ensuring that innovations meet market demands and have the potential for commercialization [9][10] Group 4: Government Support and Future Directions - The Anhui government is committed to strengthening the role of enterprises in technological innovation, with plans to continue fostering an environment that supports enterprise-led research and development [11] - The province has set ambitious goals for technological advancements in key sectors, including new energy vehicles and artificial intelligence, with significant financial backing to drive these initiatives [8][11]

Core Viewpoint - Hainan Province aims to establish a modern industrial system with distinctive advantages, targeting that four leading industries will contribute approximately 70% to the GDP by 2027 [2] Group 1: Overall Goals - The plan emphasizes the deepening of the international tourism consumption center, with ongoing release of tourism consumption potential [2] - The integration of productive services and advanced manufacturing is prioritized, with modern service industry value added expected to approach 30% of GDP [2] - The goal is to achieve a research and development (R&D) expenditure intensity of 1.8%, with high-tech industry value added exceeding 17% of GDP [2] - Tropical characteristic efficient agriculture is expected to maintain an annual growth of over 5% in the value added of its entire industrial chain [2] Group 2: Industry Development - Hainan will focus on cultivating three future industries: seed industry, deep-sea industry, and aerospace, while strengthening tropical characteristic efficient agriculture [3] - The "Southern Breeding Silicon Valley" will be developed, aiming for the modern seed industry cluster in Yazhou Bay to achieve over 20 billion yuan in revenue by 2027 [3] - The deep-sea industry will be promoted for high-quality development, with a target of 10 billion yuan in revenue for the Wenchang International Aerospace City aerospace industry cluster by 2027 [3] - The province aims to attract 2.3 million inbound tourists and operate 160 international routes by 2027 [3] Group 3: Support Measures - Hainan will enhance organizational leadership, improve resource guarantees, and strengthen project support to ensure the successful implementation of the plan [4] - A dynamic evaluation of major industrial policies will be conducted to ensure the stability of supply chains before and after the closure [4] - The province aims to cultivate 30 key industrial clusters with revenues exceeding 10 billion yuan by 2027 [3][4]

Core Viewpoint - The first "I Choose, I Show" new variety selection event for water-saving and drought-resistant rice was held in Zhaoqing, showcasing innovative achievements in the industry and promoting high-quality development of the sector [12][10]. Group 1: Event Overview - The event took place on August 8, 2025, and included a field observation meeting to promote the application of water-saving and drought-resistant rice varieties [3][4]. - Representatives from 23 alliance units gathered to evaluate 83 new rice varieties, with assessments based on yield, resistance to lodging, industry potential, and rice quality [13][14]. Group 2: Selected Varieties - The top ten outstanding varieties selected included "Jieyou 136" and "Drought Resistant 761," which excelled in various performance metrics [15][16]. - Experts noted that varieties like "Drought Resistant 73," "Drought Resistant 3015," and "Drought Resistant 761" are suitable for early and late planting in South China [20][21]. Group 3: Future Goals and Applications - The selected varieties will be key targets for demonstration and promotion, with a goal to achieve 1 million acres of planting in Guangdong over the next 3-5 years [22][24]. - A field observation of marginal land reclamation demonstrated the successful application of drought-resistant rice, achieving a yield of 640.9 kg per acre on previously abandoned land [27][28]. Group 4: Research and Development Insights - Reports presented during the event highlighted the ecological advantages and practical applications of water-saving and drought-resistant rice, laying a theoretical foundation for further innovation [32][33]. - The potential of these rice varieties in reducing carbon emissions aligns with national carbon reduction strategies, expanding their green value [36][38]. Group 5: Industry Development and Future Directions - The event emphasized the importance of smart agriculture and the role of unmanned farming in the future of water-saving and drought-resistant rice cultivation [46][48]. - Water-saving and drought-resistant rice is increasingly recognized as a vital force in ensuring national food security and promoting sustainable agricultural development [49][51].

证券日报网讯荃银高科（300087）8月7日在互动平台回答投资者提问时表示，公司高度重视以企业价值 为核心的市值管理工作，制定了市值管理制度，公司将聚焦主业，加强科研创新，提升核心竞争力，推 动企业高质量发展，争取为股东创造更好的回报。 ...