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国联民生证券:养殖聚焦产能周期 新种植布局困境反转
智通财经网· 2026-01-12 02:23
Livestock Industry - The Ministry of Agriculture and Rural Affairs emphasizes strict implementation of capacity control measures in the pig farming industry, including reducing the breeding sow inventory and controlling the weight of pigs for slaughter [1] - As of the end of October 2025, the breeding sow inventory was reported at 39.9 million heads, a decrease of 450,000 heads from September, indicating a significant decline in the national sow inventory [1] - The report predicts that the breeding sow inventory in the pig industry is expected to continue declining in the first half of 2026 [1] Beef Cattle Farming - The beef cattle farming industry is similar to the pig farming industry, characterized by low concentration and significant information asymmetry, which may lead to substantial price elasticity and expectation differences due to prolonged losses and capacity reduction [2] - There is a strong correlation between beef and raw milk prices over the long term, and when beef prices rise, dairy farms may sell dairy cows as fattening cattle, reducing the supply of raw milk and creating a linkage effect between meat and milk prices [2] Poultry Farming - The introduction of grandparent chickens is gradually recovering, maintaining high levels of inventory, with no significant signs of reduction in the short term [3] - As of the 48th week of 2025, the inventory of parent stock chickens was reported at 1.3417 million, at a historical high, with parent stock chick sales reaching a record high of 2.0059 million sets [3] Agricultural Products - For palm oil, the forecast for 2026 indicates that aging trees and reduced rainfall in production areas may hinder sustained high output, with demand being a major driver of prices [4] - The total national sugar production for the 2025/26 season is estimated to reach 11.7 million tons, with a narrowing supply-demand gap and increased imports leading to a short-term easing of domestic supply [4] New Planting - The price of cordyceps has remained high due to supply constraints, and achieving large-scale, low-cost, high-quality production requires ongoing investment in research and development [5] - Companies like Zhongxing Junye are increasing their focus on artificial cordyceps cultivation, indicating potential growth opportunities [5] Investment Recommendations - For pig farming, companies to watch include Muyuan Foods, Wens Foodstuff Group, Dekang Agriculture, and Tiankang Biological [6] - For beef farming, recommended companies include Youran Agriculture, Modern Farming, and Bright Food Group [6] - In new planting, attention is suggested for Zhongxing Junye, Hualv Biological, and Xue Rong Biological [6]
成县沙坝镇:沃野振兴农歌响
Xin Lang Cai Jing· 2026-01-12 01:27
Core Viewpoint - The article highlights the proactive measures taken by the Shaba Town in Longnan to enhance agricultural productivity and rural development through a combination of party leadership, community engagement, and innovative practices in various industries, particularly walnut cultivation and traditional pottery [1][2][3][4][5][6] Group 1: Agricultural Development - Shaba Town has focused on leveraging its resource advantages to promote high-quality economic development, particularly through walnut cultivation, which has become a significant source of income for local farmers [1][4] - The town has implemented scientific planting techniques and encouraged intercropping with other crops like red beans and medicinal herbs to increase land productivity and extend the walnut industry chain [4][6] - In 2023, Shaba Town purchased 540 tons of green walnuts and 240 tons of walnut kernels, generating over 4 million yuan in income for the community [4] Group 2: Community Engagement and Governance - The town has adopted a "Party Building + Integration" model, combining party work with industry development, grassroots governance, and public welfare to enhance community cohesion and participation [3] - Initiatives like the "Civil Direct Speech" meetings allow villagers to voice their opinions and contribute to local governance, fostering a sense of ownership and responsibility among residents [2][3] Group 3: Cultural and Economic Integration - The traditional pottery industry in Shaba has been revitalized through collaboration with cultural enterprises, leading to the production of new products and a significant increase in annual output value to over 5 million yuan [5] - The town has established a talent development framework to support local industries, creating a workforce of 778 local talents and promoting entrepreneurship among returning youth [5][6] Group 4: Sustainable Development and Environmental Harmony - Shaba Town emphasizes a model of development that integrates agriculture, culture, tourism, and commerce, creating a synergistic effect that enhances both the environment and the economy [6] - The town's approach aims to create a virtuous cycle of economic vitality and environmental sustainability, contributing to the broader goals of rural revitalization [6]
技术为钥 解锁内蒙古玉米“吨粮田”密码
Xin Lang Cai Jing· 2026-01-11 18:13
(来源:内蒙古日报) 2023年,内蒙古自治区农牧业技术推广中心紧扣推技术、提单产,率先与中国农业科学院作物科学研究 所签订战略合作协议,与李少昆研究员团队组成专家组,在全区重点示范推广玉米密植精准调控高产技 术,推广进程实现阶梯式发展。通辽市、赤峰市、巴彦淖尔市等6个重点盟市迅速跟进,构建跨层级、 跨区域协作网络,密植高产技术覆盖11个盟市,推广面积达2210万亩,同比增长72%;2025年,覆盖范 围进一步拓展至全区12个盟市60个旗县,推广面积稳定在2000万亩以上,形成"核心区攻关、示范区展 示、辐射区带动"的立体化推广格局。 为保障技术落地实效,内蒙古构建"自治区统筹、盟市主抓、旗县落实"的三级推广体系。全区整合36家 单位技术力量组建专业服务团队,累计派出1100余名科技人员,指导覆盖农户42万余户,发布技术指导 视频350余个,开展技术培训超10万人次;2025年创新推出"五个100"专项服务计划与"三方包联"机制, 确保技术指导精准到田、服务直达入户。 内蒙古坚持"试验、攻关、示范"三步走策略,累计开展各类试验示范3000余项次,打造各级试验示范基 地1800个,总面积达800万亩。项目区核心 ...
黑龙江省嘉荫县乌云镇胜利村农民李长青:从“老把式”到新农人
Xin Lang Cai Jing· 2026-01-11 05:54
(来源:经济日报) 转自:经济日报 我的家乡黑龙江省嘉荫县乌云镇胜利村,是一个坐落于黑龙江畔的小村庄。金秋十月,阳光缓缓铺洒在 一望无际的黑土地上,整齐的田垄如诗行般延伸向远方。今年,又是一个丰收年。在嘉荫县坔坤种植家 庭农场,农机作业的阵阵轰鸣声传来——这是我多年来与土地打交道的回响。 我叫李长青,今年53岁。打小在田埂上长大,同农业打了39年交道。很多年前,种地全靠人力畜力,辛 苦一年也攒不下几个钱。眼看着村里的年轻人一个个外出闯荡,我不禁反复思量:地,将来由谁来种? 又怎样才能种得好? 转机出现在2019年。那一年,我去兰西县、巴彦县等几个省内开展农业生产托管较早的县市参观学习, 第一次接触到"农业生产全程托管"这个新词。看到人家用大农机统一耕种,成本降了、产量高了,我一 下子开了窍——这不正是咱们这儿需要的吗? 经过慎重考虑,我于2020年8月注册成立了嘉荫县坔坤种植家庭农场。起初,不少乡亲心里没底:"万一 地种坏了怎么办?""托管费会不会太贵?"为了打消大家的顾虑,我又开办了一家种子商店,承诺凡在 农场托管的农户,均可享受低于市场价的农资,从而有效降低了整体托管成本,让乡亲们得到实实在在 的优惠。 ...
【四中全会精神在基层】【乡村新风貌】定西高标准农田建设铺就丰收路
Xin Lang Cai Jing· 2026-01-11 01:44
新甘肃·甘肃日报记者 张燕茹 杨唯伟 "以前的旱地变水浇地,小地块连成大地块,种地再也不用愁了!"团结镇寒水村村民王勤难掩欣喜。他 将15亩远地流转给合作社,家里留种的11亩近地也完成了平整,"现在种地能半托管给农机服务组织, 种收全程不用麻烦孩子们,我和老伴就能应付,每亩地还能多收200元流转费!" 团结镇镇长莫负能表示,项目建设中坚持保障群众自主种植需求,预留20%至30%土地供村民自行耕 种,其余统一流转给合作社等经营主体。这一举措让村民既获稳定流转收益,农闲时还能就近务工,更 依托经营主体产销渠道破解了农产品销路难题,实现"一地多收"。 冬日的定西黄土塬,寒意渐浓却生机暗藏。大型推土机沿着等高线稳步推进,履带碾过之处,昔日零碎 分散的坡耕地渐渐连成连片平整的田块。在安定区团结镇高标准农田高效节水灌溉项目施工现场,一垄 垄精心修整的土地透着蓄势待发的干劲,田埂边各类输水管道错落堆放,即将接入田垄,为这片曾十年 九旱的黄土丘陵注入"水动力"。 地处二阴山区的团结镇,"卡脖子旱"曾是农业发展最主要的制约因素。为扭转"靠天吃饭"的被动局面, 该镇紧抓引洮工程引水上山的契机,以高标准农田及高效节水灌溉工程为牵引 ...
组织化护航 减产不减收
Xin Lang Cai Jing· 2026-01-10 20:33
Core Insights - The core point of the article is that despite a reduction in the yield of grass fruit in Fugong County due to adverse weather conditions, the total income of grass fruit growers is expected to increase by 100 million yuan in 2025, driven by organized efforts in production, transportation, and sales [1][2]. Group 1: Organized Production and Income Growth - Grass fruit is a key industry for poverty alleviation in Fugong County, with a planting area of 560,000 acres and a fresh fruit output of 50,000 tons in 2025, leading to a total output value exceeding 1.8 billion yuan [1]. - The county has established an industrial development consortium involving 56 village party branches, various cooperatives, 11 enterprises, and 16 drying factories to address challenges such as disorganized early harvesting and low prices [1][2]. Group 2: Harvesting and Transportation Innovations - Fugong County has implemented a "graded harvesting by altitude" model to improve fruit quality and has organized mutual assistance for harvesting to address labor shortages [2]. - A comprehensive transportation network combining ground vehicles and drones has been developed, significantly reducing the loss rate of fresh fruit from 15% to below 2% [2]. Group 3: Integrated Purchasing and Processing - The county has created an organized purchasing system that ensures farmers receive full payment upon delivery, with a fund of 25 million yuan allocated for advance payments [4]. - A processing alliance has been formed among 15 processing enterprises, enhancing processing efficiency and increasing the profit per ton of grass fruit by 3,300 yuan [5]. Group 4: Market Expansion and Brand Development - The county has established a marketing platform to consolidate sales efforts, resulting in long-term cooperation with four major purchasing enterprises and an expected sale of over 3,000 tons of dried fruit [6]. - Efforts to promote the "Fugong Grass Fruit" brand through online marketing and packaging have been initiated to enhance market presence [6]. Group 5: Community and Organizational Strength - The grassroots party organizations in Fugong County have strengthened their cohesion, leading to efficient organization and sales of grass fruit among local farmers [7]. - Future plans include further enhancing organizational structures in harvesting, purchasing, transportation, processing, and sales to support high-quality development of the grass fruit industry [7].
东方证券农林牧渔行业周报(20260105-20260111):12月猪企出栏延续增量降重-20260110
Orient Securities· 2026-01-10 14:56
Investment Rating - The report maintains a "Positive" investment rating for the agricultural industry [5] Core Insights - The report highlights a structural shortage in the pig market, with expectations for a price turning point in Q2 2026 due to ongoing capacity reduction and favorable policies [3][9] - The report emphasizes the potential for long-term performance improvement in the pig farming sector, driven by policy and market forces [3][9] Summary by Sections Investment Recommendations - The report recommends focusing on the pig farming sector, anticipating a price recovery in Q2 2026, with suggested stocks including Muyuan Foods (002714, Buy), Wens Foodstuff Group (300498, Buy), and Shennong Group (605296, Not Rated) [3] - It also suggests looking at the animal health sector, which may benefit from profit transmission down the supply chain, with recommended stocks including Haida Group (002311, Buy) and Reap Bio (300119, Not Rated) [3] - In the planting chain, the report notes a confirmed upward trend in grain prices, highlighting investment opportunities in large-scale planting, with suggested stocks including Suqian Agricultural Development (601952, Not Rated) and Beidahuang (600598, Not Rated) [3] - The pet food sector is also highlighted, with growth driven by increasing domestic brand recognition and overseas market expansion, recommending stocks such as Guibao Pet (301498, Not Rated) and Zhongchong Co. (002891, Not Rated) [3] Industry Fundamentals - The report indicates that December saw a continued increase in pig output, with 13 listed pig companies collectively reporting an output of 18.72 million heads, a month-on-month increase of 7.11% and a year-on-year increase of 6.8% [13] - The average selling price for pigs in December remained low, with a range from 10.66 yuan/kg to 12.54 yuan/kg, and an overall average around 11.5 yuan/kg [15] - The average weight of pigs sold in December was 124.85 kg, reflecting a decrease of 1.8 kg from the previous month, indicating a trend of accelerated inventory reduction [15][16] Market Trends - The report notes that the natural rubber market is experiencing price strength, with futures prices reaching 16,030 yuan/ton, a week-on-week increase of 2.72% [47] - The report also highlights a stable upward trend in grain prices, with corn and wheat prices showing slight declines while soybean meal prices have increased [37]
98万元→2129万元!老凌的年终奖咋越发越多?
Xin Lang Cai Jing· 2026-01-10 10:12
转自:新华社 1月9日上午,江西南昌市安义县鼎湖镇的一个大院里,成捆百元钞票堆成一座齐整的"钱山",这是当地种粮大户老凌连续第15年给农民发年终奖。 "跟着老凌种田8年,奖金越拿越多。"54岁的"年度冠军"刘平香笑得合不拢嘴。 老凌名叫凌继河,今年65岁。2025年他流转种植8万多亩农田,粮食产量达1.27亿斤。 从2012年的98万元增长到今年的2129万元,他坚持每年给农民发放年终奖,多年来累计给农民发年终奖9099万元。 1月9日,种粮能手在领取奖金后与凌继河(前左三)合影。 2018年,老凌组建了专业的农业社会化服务队,像工厂生产一样组织种田,分工日益精细,育秧、机插、飞防、收割、烘干都实现了机械化。因为规模 大,农药、种子、肥料等都能直接从厂家拿货,省去了中间环节,采购价明显降低。 跟着老凌种田10多年的聂仪平说,现在农民的主要精力集中在管好田上,大家全力提高亩均效益。 十多年来,每年凌继河都有"新思路":引进先进技术和优质品种,建试验田,改造升级农业设施,加快高标准农田建设;与科研机构合作,组建农民进修 学校,培养一批新型职业农民…… 2026年,老凌打算走出江西,前往广东、湖北等地承包农田,带领 ...
2129万元!种田也能收到年终奖
Xin Lang Cai Jing· 2026-01-10 07:06
大家满脸笑容上台领奖 这是奖金发放现场(1月9日摄) 2025年凌继河流转了8万多亩农田 得益于好年成和精细化管理 全年粮食产量达到1.27亿斤 产量越高 种粮户的年终奖也就越多 今年发放的金额首次超过2000万元 达到2129万元 来源:新华网 凌继河又发年终奖了! 1月9日 在江西省安义县鼎湖镇 一摞摞现金堆垒在桌面上 这是凌继河连续第15年 给农民兄弟发放年终奖 领到年终奖的种粮农户笑逐颜开(1月9日摄) 在发奖现场 "种粮能手"闵尊贵三步并两步 跑上领奖台 他抱起奖金交给自己的爱人 "跟着老凌种田十多年,奖金越拿越多" 这些年闵尊贵跟着凌继河种田 不仅还清了负债 还在县城买了房添置了小汽车 种粮农户闵尊贵(右二)向大家展示奖金(1月9日摄) 在发奖现场还有很多年轻的面孔 "00后"王业盛就是其中一位 三年前他在合作社的技术服务队 从事无人机飞防作业 去年他开始尝试转型 种了370多亩水稻 "只要懂技术、会经营, 回乡种田也有奔头。" 新的一年 凌继河准备走出江西 前往广东、湖北等地承包农田 带领更多农民增收致富 让中国人的饭碗都装满中国粮 记者:范帆、黄浩然、彭菁、周密 这是奖金发放现场(1月9日摄) ...
(走进中国乡村)科技赋能 北方盐碱地变身“热带果园”
Xin Lang Cai Jing· 2026-01-10 06:06
Core Insights - The article highlights the transformation of saline-alkali land in northern China into a thriving tropical fruit farm through modern agricultural technology and practices [1][3][5] Group 1: Agricultural Innovation - The Xionglong Ecological Farm in Panjin, Liaoning Province, has successfully cultivated southern fruits like longan, mango, and guava in a previously barren area by utilizing advanced climate control systems [3][4] - The farm maintains optimal growing conditions with a temperature close to 28 degrees Celsius in winter, despite external temperatures dropping below zero [3][5] - The introduction of 16 types of southern fruits allows for nearly year-round availability of tropical flavors in the northern region [3][4] Group 2: Soil Improvement Techniques - The farm has transformed its soil from heavily saline and alkaline to a suitable environment for tropical fruit trees through the use of earthworm compost, which enhances organic matter and neutralizes salinity [4][5] - A dedicated 200-acre earthworm breeding base converts agricultural waste into valuable organic fertilizer for the farm [4][5] Group 3: Economic and Social Impact - The farm spans approximately 1,020 acres and features over 80 greenhouses, providing nearly 100 stable jobs and seasonal employment for over 200 individuals, with an average annual income increase of over 30,000 RMB per person [7] - The farm promotes rural tourism and educational activities through initiatives like "adopt-a-greenhouse" and study classes, contributing to local economic development [7] - Collaboration with research institutions aims to create a replicable model for high-value facility agriculture in similar northern regions, enhancing the overall agricultural landscape [7]