高抗赤霉病小麦、抗稻飞虱水稻等优质"中国种"问世，白羽肉鸡、青梗菜、花椰菜用上"中国芯"…… 2021年7月，中央全面深化改革委员会第二十次会议审议通过《种业振兴行动方案》。2021年以来，农 业农村部按照"一年开好头、三年打基础、五年见成效、十年实现重大突破"的总体安排，积极推动种业 振兴行动。5年来，我国种源安全水平稳步提升，标志性成果竞相涌现。 种源安全关系到国家安全，"十五五"规划建议提出，"深入实施种业振兴行动"。种业振兴行动进展如 何？面临哪些挑战？如何"把种子牢牢攥在自己手里"？记者进行了采访。 家底更厚实，做到"中国粮"主要用"中国种" 位于湖南省长沙市的袁隆平农业高科技股份有限公司关山水稻研发基地内，一盆盆进入抽穗扬花期的水 稻新品种整齐排列，智能温室每天设置12个温度梯度，对水稻开展低温抗性鉴定试验。 "温度是影响水稻产量和品质的关键因素。通过智能温室模拟自然界环境，可以精准鉴定水稻新品种的 耐高低温能力，淘汰不合格品种，确保大面积种植安全。"隆平高科水稻首席专家杨远柱介绍，公司还 新建了水稻快速加代平台和"人工智能+全基因组选择"育种平台，提升育种效率超60%，选育出一批高 产水稻新品种 ...

Core Viewpoint - The article highlights the progress and achievements of China's seed industry revitalization action plan, emphasizing the importance of seed source security for national security and the need for self-reliance in agricultural production [1][3]. Group 1: Achievements in Seed Industry - High-quality Chinese seeds such as disease-resistant wheat and rice varieties have been developed, contributing to improved agricultural productivity [1][2]. - Over the past five years, the area of self-bred crop varieties has reached over 95%, with domestic seed sources for livestock and aquaculture exceeding 80% and 85% respectively [2][3]. - The introduction of advanced breeding platforms and technologies has increased breeding efficiency by over 60%, leading to the development of high-yield rice varieties [2][4]. Group 2: Government Initiatives and Investments - The Ministry of Agriculture and Rural Affairs has implemented various funding initiatives, such as a total investment of 240 million yuan in Henan province for crop breeding projects [2][5]. - Local governments are establishing mechanisms to connect research and promotion, with initiatives like subsidies for major variety research and demonstration platforms [5][6]. Group 3: Challenges and Future Directions - Despite advancements, challenges remain in utilizing agricultural genetic resources effectively, with a need for improved quality and application of research [6][7]. - The next five years are seen as a critical period for achieving significant breakthroughs in the seed industry, focusing on resource protection, breeding innovation, and the integration of artificial intelligence in breeding processes [7][8].

记者2日从北京大学现代农业研究院获悉，该院张华伟研究员团队和中国科学院遗传与发育生物学研究 所李家洋院士团队合作研发出"榫卯"基因编辑系统。相关研究日前发表于国际期刊《分子植物》。 在作物育种领域，实现精准、无瘢痕的DNA片段插入与替换，是突破品种改良瓶颈和保障国家粮食安 全的核心技术。该研究成功开发出一种名为"榫卯连接系统"（MT）的新型基因编辑系统，可实现靶向 DNA高效插入与替换，有望为大片段基因编辑开辟新方法。 张华伟表示，该系统的核心设计灵感源于中国古建筑传统木工中的"榫卯结构"，即通过构建相互匹配 的"榫头"与"卯眼"，实现DNA片段的精准整合。 "该系统具有特异性强、功能全面、适应性广和发展潜力大的优势，为基因组精准编辑提供了崭新的有 力工具。"李家洋认为，未来，将对该系统的供体递送效率和供体制备等技术进行探索和优化，旨在实 现基因组DNA大片段精准插入和编辑，拓展该系统在更多作物中的应用场景。 中国科学院院士钱前表示，该系统有助于在育种实践中，赋能主粮、经济作物的性状改良，加速高产、 抗逆、优质新品种培育，助力破解"抗逆必减产"等瓶颈。更重要的是，该系统的自主知识产权属性，将 推动我国精准编辑 ...

"十四五"期间长春现代化大农业发展实现多点突破 中新网长春12月2日电 (记者 李彦国)记者2日从长春市政府新闻办召开的新闻发布会了解到，"十四 五"期间长春市加快现代化大农业发展，全力构筑国家现代化大农业示范高地，在保障粮食安全、壮大 县域经济、加快产业融合、巩固拓展脱贫攻坚成果等方面实现多点突破。 "长春所辖六个县(市、区)全部跻身全国粮食生产百强县，榆树、农安、公主岭稳居全国产粮大县前五 名。"长春市农业农村局党组成员、副局长李雪飞介绍，全市粮食总产量从"十四五"初期的247.3亿斤， 提升到2024年的259.92亿斤，今年年底有望达到265亿斤。 "十四五"期间，长春市深入开展"黑土粮仓"科技会战，推广保护性耕作面积稳定在1200万亩以上，规模 居东北三省一区之首，耕地质量等级位居吉林省第一。累计建成高标准农田1391万亩，近60%的永久基 本农田已成为"旱能灌、涝能排"的现代化良田。 编辑：张嘉怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jw ...

Core Insights - The report highlights a gradual recovery in various industries, with a focus on investment opportunities arising from supply and demand dynamics [6][14][16] - The AI sector is experiencing rapid growth, with significant advancements in technology and applications, particularly in China [16][17] - The chemical industry is expected to see a marginal recovery in profitability due to improved demand and reduced investment pressures [13][14] Domestic Market Performance - The A-share market has shown a slight upward trend, with the Shanghai Composite Index closing at 3,914.01, reflecting a 0.65% increase [3] - The average P/E ratios for the Shanghai Composite and ChiNext indices are 15.95 and 48.16, respectively, indicating a favorable long-term investment environment [8][9] International Market Performance - Major international indices, such as the Dow Jones and S&P 500, experienced slight declines, with the Dow Jones closing at 30,772.79, down 0.67% [4] Industry Strategies - The chemical industry is entering a phase of improved stability, with a focus on supply-side constraints and demand recovery, particularly in agricultural chemicals and fluorochemicals [13][14] - The AI industry is projected to benefit from increased domestic demand and government support, with a focus on integrated circuits and software [16][17] - The food and beverage sector is facing challenges with declining revenue growth, but opportunities exist in the snack and beverage markets, which are expected to grow significantly [20][21] Investment Recommendations - The report suggests focusing on leading companies in the chemical sector, such as Wanhua Chemical and Satellite Chemical, as well as opportunities in the AI and semiconductor industries [15][16] - In the food and beverage sector, companies like Baoli Food and Dongpeng Beverage are recommended due to their growth potential in the snack and soft drink markets [21] Key Data Updates - The semiconductor industry continues to show strong growth, with global sales reaching $69.47 billion, a 25.1% year-on-year increase [36] - The photovoltaic industry is experiencing a supply-demand imbalance, with a focus on capacity reduction and optimization of the competitive landscape [25][23]

Core Insights - The seventh Henan Science and Technology Achievements Expo (referred to as "High Expo") emphasizes the transformation of scientific achievements into practical applications, showcasing a shift from merely building platforms to achieving tangible results [4][9]. Group 1: Event Overview - The High Expo gathered over 560 representatives from universities, research institutions, industry associations, and investment organizations to exchange innovative ideas and collaborate on technology transfer [1]. - The event featured various forums and exhibitions, including discussions on agricultural technology and hydrogen energy, highlighting its role as a catalyst for industrial innovation in Xinxiang [1][4]. Group 2: Focus on Collaboration - The expo aims to bridge the gap between scientific research and industry by organizing activities such as project roadshows and expert exchanges, facilitating collaboration between universities and enterprises [5][7]. - A new initiative called "Results Transformation Express" was proposed to enhance direct communication between research institutions and businesses, promoting effective project implementation [7]. Group 3: Achievements and Metrics - The High Expo has contributed to significant advancements in Xinxiang, evidenced by its rise in national innovation rankings: 66th in the 2024 National Innovation City Innovation Capability Ranking and 72nd in the China City Innovation Capability Top 100 [12]. - During the "14th Five-Year Plan" period, the transaction volume of technology contracts increased by 2.6 times, supported by 883 high-tech enterprises and 1,446 technology-based SMEs [12].

新华财经北京12月1日电题：从一粒稻种看中国种企创新路 新华社记者胡璐、周勉 冬日的清晨，海南陵水县椰林镇的湖南省南繁科研育种园安马洋基地。"这块田插两行，每行七株，那 块田得插四行。"这几天，袁隆平农业高科技股份有限公司科研人员孙振彪正忙着和大家一起人工栽插 水稻育种材料。 为了提高育种效率，隆平高科推动传统育种经验与现代生物技术结合，建立了覆盖生物技术、传统育 种、品种测试三大平台的商业化育种体系。通过组建国际先进的生物技术平台，应用种业集成产品研发 和数字化技术，使品种选育周期从之前的8到10年缩短至4到6年。此外，还自主研发了多个信息系统， 实现了种子从播种到收获的全程数字化管理。 隆平高科的发展，是在种业振兴行动的推动下，中国种企不断创新的生动缩影。 企业是种业振兴的骨干力量。为改变我国种企数量多、规模小、创新弱的状况，2021年农业农村部从3 万余家企业中遴选了农作物、畜禽、水产等270多家种业企业，构建"破难题、补短板、强优势"国家种 业企业阵型，推动与金融、科研、基地对接合作。 目前，种业企业牵头承担国家重大科技项目占比超过六成，金融机构为种业企业提供贷款3000多亿元， 农作物阵型企业研发投 ...

隆平高科水稻首席专家、副总裁杨远柱告诉记者，致力于实现更大的种业突破，隆平高科组建了一支 700多人的科研团队，并联合国内多名院士、多家知名科研院所，长期开展产学研合作。 新华社北京12月1日电 题：从一粒稻种看中国种企创新路 新华社记者胡璐、周勉 冬日的清晨，海南陵水县椰林镇的湖南省南繁科研育种园安马洋基地。"这块田插两行，每行七株，那 块田得插四行。"这几天，袁隆平农业高科技股份有限公司科研人员孙振彪正忙着和大家一起人工栽插 水稻育种材料。 海南温暖如春的天气，让秧苗长得格外快。600多亩的试验基地里，有的已是绿油油的一片。孙振彪 说，每个田块都是根据各自栽插的新品种特性和试验目的来精准控制栽插株数和时机的，期待明年3、4 月份能通过田间观察挑选出性状更好的育种材料。 种子是农业的"芯片"。半个世纪前，杂交水稻在中国率先成功研发并大面积推广，助力解决世界近五分 之一人口吃饭问题，并远播包括冈比亚在内的五大洲近70国。随着生活水平提高，人们肉蛋奶吃得多 了，需要越来越多的饲料粮来转化，对粮食的需求在不断扩大，对粮食品质的要求、多样化食物的需求 也在提高。 目前，种业企业牵头承担国家重大科技项目占比超过六成， ...

Core Insights - Benxi City aims to transition from "storing grain in the ground" to "technology-driven grain production" by 2025, with a total investment of 480 million yuan for high-standard farmland construction [1] - The agricultural sector is focusing on enhancing grain yield and quality through various technological advancements and infrastructure improvements [2][3][4] Group 1: High-Standard Farmland Construction - The construction plan includes 58,200 acres in Benxi County, with an expected investment of 141.56 million yuan, improving irrigation and drainage systems [1] - The project aims to enhance soil quality and agricultural productivity, with a target of increasing grain yield by 8% through various initiatives [1] Group 2: Technological Advancements in Agriculture - The city is investing in facility agriculture, with 500 acres of new and upgraded facilities, promoting smart production technologies [2] - A "technology matrix" is being established, including the introduction of high-quality seed varieties and modern agricultural machinery, achieving a mechanization rate of 88% [2] Group 3: Agricultural Product Processing and Branding - The development of agricultural product processing clusters is underway, with several enterprises recognized as provincial-level agricultural industrialization leaders [3] - Efforts to enhance product quality and branding have led to the creation of new regional brands and increased market visibility [3] Group 4: Rural Development and Social Services - The city has established numerous demonstration cooperatives and family farms, focusing on training and integrating small farmers into modern agricultural practices [4] - Social services are being improved to support agricultural productivity, with significant efforts in rural infrastructure and environmental management [4] Group 5: Policy Support and Financial Assistance - The government is providing substantial subsidies and insurance to support farmers, with a total agricultural insurance premium reaching 825.19 million yuan [6] - Financial products tailored for agricultural development are being introduced, facilitating access to credit for farmers and agricultural enterprises [6] Group 6: Overall Economic Impact - The initiatives have resulted in a significant increase in rural residents' disposable income, outpacing overall economic growth in the region [8] - The focus on ecological sustainability and efficient resource use is contributing to both environmental and economic benefits for the community [8]

Investment Rating - The industry investment rating is "Maintain Increase" [4] Core Views - The trend of pig reduction continues, suggesting a strategic opportunity for participation in the sector [15][16] - The price of lean meat pigs as of November 28, 2025, is 11.09 CNY/kg, down 9.1% from the previous month, indicating ongoing industry losses [15][18] - The average profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head from the previous month, while the profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [15][23] - The number of breeding sows has decreased to 39.9 million, and further production capacity reduction is expected due to policy and low prices [15][16] - The mushroom sector shows a sustained price rebound for enoki mushrooms, with strong performance expected from key companies [16] - The seed industry is seeing a clear trend of variety replacement, with transgenic varieties entering commercial sales, indicating potential growth for related companies [16] - In poultry farming, seasonal price elasticity opportunities are noted for yellow feathered chickens, while white feathered chickens are affected by avian influenza in Europe [17] Summary by Sections Pig Farming - The lean meat pig price is 11.09 CNY/kg, down 9.1% from last month [18] - The average wholesale price of pork is 17.83 CNY/kg, down 1.1% [18] - The profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head [23] - The profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [23] Mushroom Sector - Enoki mushroom prices remain strong, confirming a sustained price rebound [16] - The release period for Cordyceps sinensis as a key new product is approaching, with strong performance expected [16] Seed Industry - A clear trend of variety replacement in corn is noted, with transgenic varieties entering commercial sales [16] - Companies like Kangnong Seed Industry and Longping High-Tech are highlighted for potential growth [16] Poultry Farming - The price of meat chicken chicks is 3.47 CNY/chick, down 3.1% from last month [28] - The average price of white feathered chickens is 7.19 CNY/kg, up 1.4% [32] - The average price of chicken products is 8.95 CNY/kg, up 0.6% [32] Agricultural Products - Domestic corn prices increased to 2329.8 CNY/ton, up 4.0% [44] - Domestic wheat prices rose to 2507.28 CNY/ton, up 0.7% [46] - Domestic soybean prices increased to 4014.74 CNY/ton, up 0.4% [57]