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]

北极星输配电网获悉，《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》3日 对外公布。作为中国"十五五"时期(2026年至2030年)的首个中央一号文件，"三农"问题依然成为首要重 点。 文件提出，要加强农村基础设施建设和管护。支持小型引调水工程建设，分类提升农村供水保障水平， 有条件的地方可推行农村供水县域统管和专业化管护。提升农村电网供电保障和综合承载能力，扩大农 村充电设施覆盖范围。推进农村老旧公路改造、过窄公路拓宽和次差路段提升，加强安全防护设施建 设。 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 ...

中共中央 国务院 一、提升农业综合生产能力和质量效益 （一）稳定发展粮油生产。粮食产量稳定在1.4万亿斤左右。坚持产量产能、生产生态、增产增收 一起抓，加力实施新一轮千亿斤粮食产能提升行动，促进良田良种良机良法集成增效，推进粮油作物大 面积提单产。因地制宜优化农业生产结构和区域布局，推动粮食品种培优和品质提升，实施粮食流通提 质增效项目，促进适销对路、优质优价。巩固提升大豆产能，做好产销衔接。拓展油菜、花生、油茶等 生产空间，扩大油料多元化供给。推动棉花、糖料、天然橡胶等产业平稳发展。深入推进粮食节约和反 食品浪费行动。 （二）促进"菜篮子"产业提质增效。坚持农林牧渔并举，推动构建多元化食物供给体系。强化生猪 产能综合调控，巩固肉牛、奶牛产业纾困成果，促进供求平衡、健康发展。多措并举促进乳制品消费。 支持发展青贮玉米、苜蓿等饲草料生产，促进草原畜牧业转型升级。支持设施农业更新改造，稳定发展 蔬菜生产，推进深远海养殖和现代化远洋捕捞，积极发展森林食品和生物农业。严格落实食品安全责任 制，强化多部门协同和全链条监管，严查严惩非法添加和农兽药残留超标等问题。 （三）加强耕地保护和质量提升。严守耕地红线，统筹农用地布 ...

来源：上海证券报 强化生猪产能综合调控。 《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》2月3日对外发布。这是党的 十八大以来第14个指导"三农"工作的中央一号文件。 要点速览 加力实施新一轮千亿斤粮食产能提升行动，促进良田良种良机良法集成增效，推进粮油作物大面积提单 产。 坚持农林牧渔并举，推动构建多元化食物供给体系。 加强农产品期货市场建设。 统筹发展科技农业、绿色农业、质量农业、品牌农业，开发农业多种功能，推动农村一二三产业深度融 合。 全面开展第二轮土地承包到期后再延长三十年整省试点。 因地制宜发展农业新质生产力，促进人工智能与农业发展相结合，拓展无人机、物联网、机器人等应用 场景，加快农业生物制造关键技术创新。 深化农村集体产权制度改革，支持发展新型农村集体经济，严控新增村级债务。 深入实施种业振兴行动，加快选育和推广突破性品种，推进生物育种产业化。 文件共六个部分，包括：提升农业综合生产能力和质量效益、实施常态化精准帮扶、积极促进农民稳定 增收、因地制宜推进宜居宜业和美乡村建设、强化体制机制创新、加强党对"三农"工作的全面领导。 多个专家接受上海证券报记者采访表示，从中央一号文 ...

新希望集团于2026年1月9日通过深圳证券交易所发布了关于"23希望E1"的购回实施公告，本次拟购回 15,000,000张"23希望E1"债券，购回申报期为2026年1月14日至2026年1月16日。购回申报期结束以后， 债券购回申报数量为10,506,182张。新希望集团于2026年1月30日兑付了"23希望E1"全部购回有效申报的 债券10,506,182张及其利息。上述两次购回后，"23希望E1"剩余托管数量为29,770,005张，剩余债券票面 金额为2,977,000,500.00元，新希望集团将按照原有约定进行兑付。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司控股股东新希望集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信息一致。 新希望六和股份有限公司（以下简称"公司"）控股股东新希望集团有限公司（以下简称"新希望集团"） 于2023年3月22日面向专业投资者非公开发行65亿元可交换公司债券（以下简称"本期可交债"），债券 简称"23希望E1"，债券代码"117205.S ...

数据来源农业农村部、国家统计局等 习近平总书记强调："各级党委和政府要坚持把解决好'三农'问题作为重中之重，坚持五级书记抓乡村 振兴，奋发进取、真抓实干，努力把农业建成现代化大产业、使农村基本具备现代生活条件、让农民生 活更加富裕美好。" 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》公开发布。这是党的十 八大以来指导"三农"工作的第十四个中央一号文件，对2026年"三农"工作作出全面部署，充分体现了以 习近平同志为核心的党中央对"三农"工作一以贯之的高度重视。 2026年是"十五五"开局之年，做好"三农"工作至关重要。如何提升农业综合生产能力和质量效益？进入 常态化帮扶阶段第一年，如何实施精准帮扶？如何促进农民稳定增收？宜居宜业和美乡村建设如何推 进？围绕热点问题，本报记者约请中央一号文件起草组成员进行解读。 ——编者 提升农业综合生产能力和质量效益 本报记者郁静娴 习近平总书记强调，要毫不放松抓好粮食生产，促进良田良种良机良法集成增效，提升农业综合生产能 力和质量效益。 2025年，我国粮食生产克服多重不利天气影响，产量再创历史新高，连续两年稳定在1.4万亿斤以上。 面对大国竞争加 ...

多措并举促进乳制品消费。支持发展青贮玉米、苜蓿等饲草料生产，促进草原畜牧业转型升级。支持设 施农业更新改造，稳定发展蔬菜生产，推进深远海养殖和现代化远洋捕捞，积极发展森林食品和生物农 业。严格落实食品安全责任制，强化多部门协同和全链条监管，严查严惩非法添加和农兽药残留超标等 问题。 （三）加强耕地保护和质量提升。严守耕地红线，统筹农用地布局优化，严格耕地占补平衡管理，规范 补充耕地质量验收，制定耕地保护专项规划。坚决打击各类破坏耕地违法行为，扎实推进农村乱占耕地 建房整治工作，严防"大棚房"等问题反弹回潮。着眼保护耕作层和粮食生产能力，优化耕地调查规则， 完善设施农用地管理制度，稳妥有序做好耕地"非粮化"整改和撂荒地复耕利用。分区分类高质量推进高 标准农田建设，完善立项、建设、验收和管护机制，强化资金监管，加大土壤改良和地力提升力度。推 进大中型灌区现代化建设与改造，强化高标准农田渠系与灌区骨干工程衔接。健全永久基本农田优进劣 出管理机制。实施新一轮黑土地保护工程，扎实推进盐碱地综合利用和酸化耕地治理。在确保省域内耕 地保护任务不降低前提下，稳妥有序退出河道湖区影响行洪安全等的不稳定耕地。 （四）提升农业科技 ...

本报记者 王煜鹏 迎着刺骨寒风与扑面雪粒，海西蒙古族藏族自治州天峻县木里镇唐莫日村牧民冈个东知布深一脚浅一脚地走到自家牦牛圈前，他站稳身子，呼了呼冻得通红 的双手，用力掀开那扇厚重的帆布帘子——130头膘肥体壮的牦牛正埋头咀嚼着干草，几头刚满月的牛犊在母畜间撒欢。 "现在牛养得这么壮实，看这毛色，这精神头，再也不用像从前那样愁饲料、愁销路了。"冈个东知布咧嘴笑着，眼角的皱纹里盛着暖意，"'牦牛银行'可是给 我们牧民托了底！" 天峻县唐莫日村牧民冈个东知布在雪山脚下沿牧道转场。天峻县委组织部供图 如今，"牦牛银行"稳步运转、成效渐显，2025年累计产犊1943头，出栏肉牛2235头，收益28万元。村集体用这笔钱修了牧道、建了饲草储备库，每户年均增 收1.3万多元。 冈个东知布新买的皮卡车停在院外，车斗里装着给牛犊买的营养饲料。"以前怕天灾、怕市场，现在不怕了。"他的目光望向圈内安然嚼草的牛群，声音里满 是底气，"守着这群牛，心里稳当着呢！" 就在2022年初，200万元乡村振兴专项资金拨付到唐莫日村时，时任村"两委"班子和驻村工作队却犯了难："钱分下去，花完就没了；投进产业，万一打了水 漂怎么办？"连续半个月， ...

Group 1 - The core viewpoint of the article emphasizes the importance of the livestock industry in agriculture and outlines the 2026 Central Document's focus on "precise regulation, diversified supply, and supporting upgrades" to achieve a balance between supply and demand and promote healthy development [1][2] - The document highlights the need for comprehensive regulation of pig production capacity, indicating that policies will not only focus on the traditional metric of breeding sow inventory but will also utilize various methods such as adjusting import and export trade, optimizing storage policies, and guiding consumer markets [1][2] - The article notes that as of the end of December 2025, the breeding sow inventory is 39.61 million, slightly above the normal level of 39 million, suggesting that there is still room for capacity reduction [2] Group 2 - The current low prices of agricultural products present a significant opportunity for systematic structural adjustments in the industry, which can help avoid market volatility and enhance the industry's adaptability to policies [2] - The 2026 Central Document emphasizes the importance of joint prevention and control of major animal diseases, proposing a more systematic and comprehensive approach to food safety that covers the entire supply chain from feed and veterinary drugs to breeding, slaughtering, processing, and sales [3] - The document also calls for the diversification of agricultural product imports and the cultivation of internationally competitive agricultural enterprises, setting a new direction for the livestock industry focused on "quality improvement, efficiency enhancement, supply-demand balance, and high-quality development" [3]

Core Insights - The article emphasizes the implementation of a new round of actions to enhance grain production capacity, aiming to integrate various agricultural resources and technologies for increased efficiency [1][4] - It highlights the importance of developing a diversified food supply system by promoting agriculture, forestry, animal husbandry, and fishery in tandem [2][4] - The article discusses the need for strengthening the agricultural futures market and advancing the integration of technology, green practices, quality, and branding in agriculture [1][2][4] Group 1: Agricultural Production Capacity - The document outlines specific measures to enhance agricultural production capacity and quality, including stabilizing grain and oil production, improving the quality of arable land, and enhancing agricultural technology innovation [4][11] - It stresses the importance of comprehensive regulation of pig production capacity and the need to balance supply and demand in the meat industry [4][14] - The article mentions the necessity of promoting the consumption of dairy products and supporting the production of forage crops to transform and upgrade grassland animal husbandry [4][14] Group 2: Rural Economic Development - The document emphasizes the need to cultivate and strengthen county-level industries that benefit farmers, focusing on the integration of technology, green agriculture, and quality branding [7][8] - It discusses the importance of developing rural e-commerce and enhancing infrastructure for cold storage and logistics to support agricultural products [7][8] - The article highlights the significance of promoting rural tourism and developing small-scale cultural tourism businesses to boost local economies [7][8] Group 3: Agricultural Service System - The article points out the need to innovate the rural revitalization financing mechanism and promote the two-way flow of urban and rural resources [9][10] - It discusses the rapid growth of the agricultural social service industry, which has diversified service providers and expanded service areas [9][10] - The document identifies existing shortcomings in the agricultural social service system, such as inadequate infrastructure and lack of clear collaboration among service providers [10] Group 4: Seed Industry and Technological Innovation - The article highlights the importance of implementing seed industry revitalization actions to accelerate the breeding and promotion of breakthrough varieties [11][12] - It notes that the focus has shifted from merely achieving quantity to emphasizing quality and efficiency in seed production [12][13] - The document mentions the need for a comprehensive approach to accelerate the transition from research breakthroughs to practical applications in agriculture [11][13] Group 5: Livestock Industry Development - The article outlines the new direction for the livestock industry, focusing on precise regulation, quality improvement, and supply-demand balance [14][17] - It emphasizes the importance of controlling major animal diseases through coordinated efforts across departments [16][17] - The document discusses the need for a comprehensive regulatory framework to enhance food safety and public health in the livestock sector [16][17]