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 (2026年1月3日) 农业农村现代化关系中国式现代化全局和成色。"十四五"时期，农业综合生产能力迈上新台阶，脱贫攻 坚成果巩固拓展，农民生活水平显著提高，乡村全面振兴取得明显进展。"十五五"时期是基本实现社会 主义现代化夯实基础、全面发力的关键时期，要加快补上农业农村领域突出短板，加快建设农业强国。 2026年是"十五五"开局之年，做好"三农"工作至关重要。要坚持以习近平新时代中国特色社会主义思想 为指导，深入贯彻党的二十大和二十届历次全会精神，认真落实四中全会部署，全面贯彻习近平总书记 关于"三农"工作的重要论述和重要指示精神，坚持把解决好"三农"问题作为全党工作重中之重，坚持和 加强党对"三农"工作的全面领导，完整准确全面贯彻新发展理念，坚持稳中求进工作总基调，坚持农业 农村优先发展，坚持城乡融合发展，锚定农业农村现代化，以推进乡村全面振兴为总抓手，以学习运 用"千万工程"经验为引领，以改革创新为根本动力，提高强农惠农富农政策效能，守牢国家粮食安全底 线，持续巩固拓展脱贫攻坚成果，提升乡村产业发展水平、乡村建设水平、乡村治理水平，努力把 ...

证券日报网讯2月3日，光明肉业（600073）在互动平台回答投资者提问时表示，2025年度，受国内市场 猪价低迷等因素影响，公司生猪养殖板块出现大额亏损。2025年度公司推进生猪养殖降本增效工作，养 殖成本同比下降，但由于生猪销售价格同比出现较大幅度下降造成生猪养殖板块出现大额亏损。公司 2026年将通过关停低效牧场、提升标准化养殖、持续推进精益养殖等方式继续进行成本管控工作，以此 改善养殖板块表现。肉类业务是公司的核心主业，公司2026年将持续聚焦肉类主业，紧密围绕"肉业一 体化"战略部署做好经营工作，以经营管理和提升效益为核心来创造企业内在价值，不断提升公司业务 核心竞争力。在此基础上，公司会进一步做好定期报告及ESG报告优化等信息披露工作，积极召开业绩 说明会增加与投资者沟通频率、加强与资本市场交流等方式方法，提升与投资者的沟通效率，增强市场 对公司的信心和价值认同。 ...

报告说，口蹄疫疫情给南非牛肉出口带来直接冲击。南非2025年前11个月的牛肉出口量降至2.48万吨， 较2024年同期的3.87万吨减少1.39万吨，出口额减少约3.71亿兰特（约合2315万美元）。报告预计， 2026年同期的牛肉出口量或进一步降至约1.3万吨。按照目前的发展态势，到2026年底，口蹄疫疫情对 南非牛肉出口造成的累计损失可能达到26亿兰特。 新华财经开普敦2月3日电（记者王晓梅王雷）南非研究机构食品与农业政策局（Bureau for Food and Agricultural Policy）日前发布报告称，持续蔓延的口蹄疫疫情对南非牛肉和乳制品行业造成巨大经济损 失。 这份题为《口蹄疫危机相关初步损失估算》（Initial Cost Estimates Linked to the FMD Crisis）的报告 说，2025年南非累计报告国内牲畜感染口蹄疫病例2.44万例，其中仅2025年下半年就报告病例近2.16万 例，"远超"2022年创下的过去20年的最高纪录7700例，且口蹄疫疫情在2025年首次蔓延至南非全国九个 省中的八个省，仅北开普省未受影响。 南非本轮疫情于2025年4月在夸祖 ...

农业综合生产能力迈上新台阶。粮食产量连续两年稳定在1.4万亿斤以上，2025年产量达到14298亿 斤、总产和单产均创历史新高。大豆产量连续4年稳定在2000万吨以上。肉类产量首次超过1亿吨。 央视网消息：2月4日上午，国务院新闻办公室举行新闻发布会，介绍锚定农业农村现代化、扎实推 进乡村全面振兴有关情况，并答记者问。发布会上介绍，回顾过去一年，"三农"工作克服较为严重的自 然灾害等不利因素影响，稳中有进、稳中向好，圆满实现"十四五"收官。 ...

Summary of Key Points from the Conference Call Industry Overview - **Agriculture Sector**: The focus is on enhancing the comprehensive regulation of pig production capacity, consolidating the relief achievements in beef and dairy industries, and promoting supply-demand balance and healthy development [1][5]. Core Insights and Arguments - **Livestock Industry**: - Emphasis on strengthening pig production capacity regulation and consolidating the relief of beef and dairy industries to ensure a balanced supply and demand [1][5]. - Introduction of multiple measures to promote dairy product consumption [2][6]. - **Crop Production**: - Stability in grain and oil production is prioritized, with efforts to enhance soybean production capacity and expand the production space for oilseed crops such as rapeseed, peanuts, and tea oil [3][7]. - Promotion of stable development in cotton, sugar, and natural rubber industries [4][8]. - **Seed Industry**: - Implementation of seed industry revitalization actions, accelerating the breeding and promotion of breakthrough varieties, and advancing the industrialization of biotechnology [9]. - **Agricultural Technology**: - Development of new agricultural productivity tailored to local conditions, integrating artificial intelligence with agriculture, and expanding application scenarios for drones, IoT, and robotics [10]. - **Agricultural Trade**: - Coordination between agricultural trade and production is encouraged, with a push for diversification in agricultural imports [11][12]. - Cultivation of internationally competitive agricultural enterprises and support for expanding exports of advantageous specialty agricultural products [13][14]. Additional Important Insights - **Investment Focus**: Attention is drawn to the effectiveness of livestock production capacity regulation, the cyclical reversal of beef and dairy industries, and the orderly advancement of seed industry revitalization [15]. - **Key Investment Targets**: Notable companies include YouRan Agriculture, Modern Animal Husbandry, Muyuan Foods, Wens Foodstuff Group, Dekang Agriculture, Longping High-Tech, and Denghai Seeds [16]. - **Smart Agriculture**: The company TopCloud Agriculture is highlighted as a noteworthy entity in the smart agriculture sector [17].

Report Industry Investment Rating - Not provided Core Viewpoints - The main contract of live hog futures, LH2605, closed at 11,600 yuan/ton, down 0.81% from the previous day. The average ex-farm price of ternary live hogs in China was 12.41 yuan/kg, slightly down 0.05 yuan/kg. The market showed a differentiated pattern with prices falling in the north and rising in the south. The prices in the north were under pressure due to the weight reduction and increased supply of leading enterprises, while the overall market in the south weakened due to the price decline in the north despite the support of reduced supply at the beginning of the month. Currently, it is difficult to sell standard hogs, while the transactions of large hogs are relatively smooth, but the incremental demand from terminal slaughterhouses is limited, providing insufficient support to the market. Overall, it is expected that the hog price will continue to adjust weakly tomorrow. Attention should be paid to the slaughter rhythm of small farmers and the actual supply reduction of group enterprises [3]. Summary by Relevant Catalogs Futures Market - **Prices and Changes**: The previous day's closing prices of live hog futures contracts in January, March, May, July, September, and November were 13,255, 11,160, 11,600, 12,170, 13,055, and 12,960 respectively. Compared with the prices two days ago, they decreased by 95, 60, 35, 60, 115, and 130 respectively, with decline rates of -0.71%, -0.53%, -0.30%, -0.49%, -0.87%, and -0.99% [2]. - **Trading Volume and Open Interest**: The trading volumes were 255, 38,906, 42,182, 6,909, 9,631, and 4,253 respectively, and the open interests were 1,531, 92,241, 137,621, 50,135, 36,512, and 20,997 respectively. The changes in open interest were +100, -3,709, +7,133, +1,573, +1,747, and +1,173 respectively [2]. - **Spreads**: The current spreads of January - March, March - May, May - July, July - September, September - November, and November - January were 2,095, -440, -570, -885, 95, and -295 respectively, compared with the previous values of 2,130, -415, -595, -940, 80, and -260 [2]. Spot Market - **Prices and Changes**: The current spot prices of live hogs in Henan, Sichuan, Hunan, Guangdong, Guangxi, and Liaoning were 12.54, 11.86, 12.36, 12.41, 12.48, and 12.59 yuan/ton respectively. Compared with the previous values, they changed by -0.35, -23.8, 0.06, 0.01, 0.05, and -0.26 respectively [2]. Warehouse Receipts - The number of warehouse receipts the day before was 100, an increase of 100 compared with two days ago [2].

2026 年 2 月 4 日 生猪：旺季不旺，现货压力扩大 | 周小球 | 投资咨询从业资格号：Z0001891 | zhouxiaoqiu@gtht.com | | --- | --- | --- | | 吴昊 | 投资咨询从业资格号：Z0018592 | wuhao8@gtht.com | | 【基本面跟踪】 | | | 生猪基本面数据 | | | 单 位 | 价 | 格 | 同 比 | | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | | 12630 | -250 | | | | 四川现货 | 元/吨 | | 12000 | -100 | | | | 广东现货 | 元/吨 | | 12460 | 0 | | | 期 货 | | 单 位 | 价 | 格 | 比 同 | | | | 生猪2603 | 元/吨 | | 11160 | -60 | | | | 生猪2605 | 元/吨 | | 11600 | -35 | | | | 生猪2607 | 元/吨 | | 12170 | -60 | | | | | 单 位 | 成交量 ...

Core Viewpoint - The National Bureau of Statistics of China reported on February 4, 2026, that the prices of important production materials in circulation showed mixed trends in late January compared to mid-January, with 25 products increasing in price, 21 decreasing, and 4 remaining stable [1]. Group 1: Price Changes in Major Categories - In the black metal category, prices for rebar decreased by 0.7% to 31,795 yuan per ton, while wire rod fell by 0.8% to 3,370.8 yuan per ton [2]. - In the non-ferrous metals category, electrolytic copper saw a price increase of 0.9% to 101,327.1 yuan per ton, while aluminum ingots decreased by 0.3% to 24,081.4 yuan per ton [2]. - Chemical products experienced varied price movements, with sulfuric acid increasing by 1.3% to 1,054.4 yuan per ton, while caustic soda decreased by 5.1% to 679.8 yuan per ton [2]. Group 2: Agricultural Products - Among agricultural products, the price of rice rose by 0.2% to 3,961.7 yuan per ton, while the price of live pigs (external three yuan) decreased by 1.6% to 12.7 yuan per kilogram [2][3]. - Wheat prices increased by 0.3% to 2,503.6 yuan per ton, and corn prices rose by 0.4% to 2,251.9 yuan per ton [3]. Group 3: Energy Products - In the petroleum and natural gas sector, liquefied natural gas (LNG) prices increased by 4.2% to 38,569 yuan per ton, while liquefied petroleum gas (LPG) prices decreased by 1.0% to 4,438.5 yuan per ton [2][3]. - Gasoline prices remained stable at 7,902.5 yuan per ton, while diesel prices fell by 1.0% to 6,376.7 yuan per ton [2]. Group 4: Fertilizers and Pesticides - Fertilizer prices showed an upward trend, with diammonium phosphate increasing by 0.2% to 3,878.8 yuan per ton, and potassium chloride rising by 0.6% to 3,271.9 yuan per ton [3][5]. - Pesticide prices also increased, with glyphosate rising by 0.8% to 23,878.6 yuan per ton [3]. Group 5: Wood and Paper Products - In the forestry products category, natural rubber prices increased by 1.5% to 15,850.0 yuan per ton, while pulp prices decreased by 2.1% to 5,362.0 yuan per ton [3][5]. - The price of corrugated paper fell by 1.9% to 2,672.3 yuan per ton [5].

格隆汇2月4日｜据农业农村部消息，养殖端对产能去化兑现的乐观心态偏强，对于远月猪价前景信心转 强。集团厂有刚性补栏需求，散户冬至元旦集中出猪后也有清栏补猪需求，助推仔猪需求回暖，仔猪价 格继续大面积上涨。据对全国500个县集贸市场和采集点的监测，1月第5周全国仔猪平均价格26.87元/ 公斤，比前一周上涨3.5%,同比下跌23.2%。天津、宁夏、湖南、上海、河北等28个省份仔猪价格上涨， 内蒙古仔猪价格下跌。华南地区价格较高，为29.76元/公斤；华北地区价格较低，为25.43元/公斤。 ...

Group 1: Report Overview - Report Name: Pig Daily Report [1] - Date: February 4, 2026 [2] - Research Team: Agricultural Products Research Team [4] Group 2: Market Review and Operation Suggestions - Futures: On the 3rd, the main pig contract 2605 opened slightly lower, then冲高回落 and closed in the negative. The highest price was 11,685 yuan/ton, the lowest was 11,565 yuan/ton, and the closing price was 11,600 yuan/ton, down 0.81% from the previous day. The total open interest of the index increased by 8,017 lots to 339,037 lots [6]. - Spot: On the 3rd, the national average price of external ternary pigs was 12.56 yuan/kg, up 0.25 yuan/kg from the previous day [6]. - Supply: Currently, the utilization rate of second - fattening pens is relatively high year - on - year, and there are still pigs to be sold before the Spring Festival. In February, the planned slaughter volume of sample breeding enterprises may decline month - on - month. In the first ten days, the enthusiasm of breeders to sell pigs has increased and the rhythm has accelerated. The slaughter volume will be significantly released around the 23rd day of the 12th lunar month [7]. - Demand: The spot price has rebounded to a high level and the Spring Festival is approaching, so second - fattening is mainly on the sidelines. Terminal consumer demand is average. Schools are on holiday one after another, group meals and other consumption may decrease, and the sales of white - striped pigs are poor. In the short term, the orders of slaughtering enterprises have decreased, and the operating rate and slaughter volume of slaughtering enterprises have slightly decreased. The last wave of demand peak will be during the Spring Festival stocking period around the 23rd day of the 12th lunar month in early February. On February 3rd, the slaughter volume of sample slaughtering enterprises was 189,000 heads, a decrease of 500 heads from the previous day, a week - on - week decrease of 2,300 heads, and a month - on - month decrease of 3,600 heads [7]. - Overall: In the spot market, both supply and demand will increase before the Spring Festival, and the spot price will fluctuate. In the futures market, the production capacity is sufficient, and the pig supply is expected to maintain a slight increase. There are still some fattened pigs from second - fattening to be sold after the Spring Festival, which will continue to put pressure on the market. At the same time, it will enter the consumption off - season after the Spring Festival, and the support for the market is insufficient. Contracts 03/05 will be mainly weak in shock [7]. Group 3: Industry News - As of the end of January, the expected cost of self - breeding and self - raising in the future was 12.18 yuan/kg, a month - on - month increase of 0.09 yuan/kg and a year - on - year decrease of 0.82 yuan/kg compared with 13 yuan/kg. The cost of raising pigs with purchased piglets was affected by both feed prices and piglet prices. The expected cost of raising purchased piglets to 125 kg and then selling them was 12.79 yuan/kg, a month - on - month increase of 1.36 yuan/kg and a year - on - year decrease of 2.1 yuan/kg compared with 14.9 yuan/kg [8][10] Group 4: Data Overview - As of January 30, the average profit per head of self - breeding and self - raising was 46 yuan/head, a month - on - month increase of 170 yuan/head; the profit of raising pigs with purchased piglets was - 34.5 yuan/head, a month - on - month increase of 221 yuan/head [12]. - As of January 20, the utilization rate of fattening pens was 37.7%, a ten - day increase of 3.8 percentage points, a month - on - month increase of 7.7 percentage points, and a year - on - year increase of 24 percentage points [12]. - According to Yongyi Consulting, the average sales price of 15 - kg piglets in the market in January was 407.8 yuan/head, a month - on - month increase of 103 yuan/head and a month - on - month increase of 33.8% [12]. - The average slaughter weight of pigs in the country in January was 128.6 kg, a month - on - month decrease of 1.2 kg (a decrease of 0.9%) and a year - on - year increase of 4.9 kg (a year - on - year increase of 3.96%) [12]. - In 2025, 719.73 million pigs were slaughtered, a year - on - year increase of 17.16 million heads (an increase of 2.4%). Among them, the number of pigs slaughtered in the four quarters was 194.76 million, 171.43 million, 163.73 million, and 189.81 million respectively, with year - on - year increases of 0.1%, 1.2%, 4.7%, and 4.1% respectively. The pork output was 59.38 million tons, a year - on - year increase of 2.32 million tons (an increase of 4.1%), and the output reached a record high. Among them, the pork output in the four quarters was 16.02 million, 14.18 million, 13.48 million, and 15.70 million tons respectively, with year - on - year increases of 1.2%, 1.4%, 7.1%, and 5.2% respectively [12]