Group 1 - The corn concept sector increased by 1.38%, ranking fourth among concept sectors, with 27 stocks rising, including Knight Dairy, Kangnong Seed Industry, and Beidahuang, which rose by 9.28%, 5.30%, and 3.67% respectively [1] - The leading stocks in terms of net inflow of main funds include Longping High-Tech, with a net inflow of 43.49 million yuan, followed by Xin'an Shares, Chuaning Biological, and Denghai Seeds, with net inflows of 38.89 million yuan, 37.02 million yuan, and 29.44 million yuan respectively [1] - The main fund inflow ratio for Longping High-Tech, Denghai Seeds, and Suqian Agricultural Development is 11.88%, 10.24%, and 8.74% respectively [2] Group 2 - The corn concept sector saw a net inflow of 194 million yuan today, with 15 stocks receiving net inflows, and 11 stocks having net inflows exceeding 10 million yuan [1] - Stocks with significant declines include Guangyu Group, *ST Wanfang, and Stanley, which fell by 1.78%, 1.17%, and 0.98% respectively [1] - The trading volume and turnover rates for leading stocks in the corn concept sector indicate active trading, with Longping High-Tech having a turnover rate of 2.75% and a price increase of 1.20% [2][3]

Group 1 - The core viewpoint emphasizes the importance of strengthening the agricultural foundation and maintaining reasonable prices for grain and important agricultural products, as highlighted in the Central Political Bureau meeting on July 30 [1] - The Grain ETF (159698.SZ) rose by 1.39%, with its associated index, the National Grain Index (399365.SZ), increasing by 1.41%. Key constituent stocks such as Beidahuang, Longping High-Tech, and others showed significant gains [1] - The policy direction reinforces the strategic positioning of food security, creating positive expectations for the grain industry chain and providing fundamental support for related constituent stocks [1] Group 2 - The food and beverage index is highly concentrated, with the liquor sector accounting for over 50% in most indices. The performance of the China Securities Liquor and China Securities White Liquor indices is particularly notable, with high annualized returns [1] - The National Food Index has its top five constituent stocks limited to a combined weight of 60%, primarily featuring leading liquor brands like Kweichow Moutai and Wuliangye, along with dairy companies like Yili [1] - The pet food sector in China shows a growth rate exceeding 60% for dry baked grain products, with a CR5 brand concentration of nearly 60%, indicating an upgrade in consumer demand for deep-processed grain products [1]

Core Insights - The Ministry of Agriculture and Rural Affairs recently announced the directory of wheat varieties approved for national certification by 2025, highlighting the approval of two new wheat varieties, Jirumai 20 and Jirumai 999, developed by Jining Agricultural Science Institute, marking the first time in Jining's history that wheat varieties have received national certification [1] Group 1: New Wheat Varieties - Jirumai 20 and Jirumai 999 are both semi-winter types with good cold resistance, having a full growth period of 232.1 days, comparable to the control variety Jimai 22 [1] - Jirumai 20 has good ventilation and light transmission, strong resistance to lodging, excellent maturity, and an average yield of 611.2 kilograms per mu over two years of regional trials [1] - Jirumai 999 features a looser plant type, good lodging resistance, uniformity, and excellent maturity, with an average yield of 623.35 kilograms per mu over two years of regional trials [1] Group 2: Research and Development Achievements - The approval of these two wheat varieties represents a significant achievement in the Jining Agricultural Science Institute's efforts to enhance research innovation and promote the revitalization of the seed industry [1] - In recent years, the Jining Agricultural Science Institute has focused on innovation-driven development, successfully breeding six new high-yield, stress-resistant wheat varieties that have been approved at the national or provincial level and widely applied in production [1]

Core Insights - The article highlights the transformation of the Xiaozhan rice industry in Tianjin's Jinnan District, emphasizing the shift from traditional rice farming to a green agricultural product and cultural tourism brand [1][7] Group 1: Agricultural Development - Xiaozhan rice cultivation area has expanded from less than 10,000 acres in 2015 to over 60,000 acres today, showcasing significant growth in production [1] - The Jinnan District has initiated a revitalization plan for Xiaozhan rice, aiming to elevate it as one of the three major agricultural industry chains in the area [2][3] - The district is focusing on improving seed quality and has established a seed source research and development base to enhance the core technology and innovation in the seed industry [3] Group 2: Technological Advancements - The introduction of new rice varieties, such as Jinyu 1875 and Jinyu 1992, is part of the strategy to overcome production bottlenecks and improve yield quality [2] - Investment in advanced production lines has increased processing efficiency, with the capacity of the packaging line rising from 4 tons to 10 tons per hour [5] Group 3: Brand and Market Positioning - The Jinnan District is working on building a high-standard farmland system to enhance the quality and yield of Xiaozhan rice, with plans to invest 21.66 million yuan to develop 7,220 acres of high-standard farmland by 2025 [4] - The district has established 12 Xiaozhan rice industry cluster projects, aiming to create a national-level industry cluster [5] Group 4: Cultural and Tourism Integration - The integration of agriculture and tourism is being emphasized, with the establishment of cultural experiences around rice farming, attracting 920,000 tourists and generating 13.24 million yuan in comprehensive income in 2024 [7] - The district is developing a "rice culture corridor" that connects various cultural and agricultural sites, enhancing the cultural value of Xiaozhan rice [8]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has announced the 2025 directory of wheat varieties approved by the state, marking a significant achievement for Jining Agricultural Science Institute with the approval of two new wheat varieties, Jiru Wheat 20 and Jiru Wheat 999, which are the first in the city's history to receive national approval [1] Group 1: New Wheat Varieties - Jiru Wheat 20 and Jiru Wheat 999 are both semi-winter varieties with good cold resistance and a growth period of 232.1 days, comparable to the control variety Jimai 22 [1] - Jiru Wheat 20 has good ventilation and light transmission, strong resistance to lodging, excellent maturity, and an average yield of 611.2 kg per mu over two years of regional trials [1] - Jiru Wheat 999 features a looser plant type, good lodging resistance, uniformity, excellent maturity, and an average yield of 623.35 kg per mu over two years of regional trials [1] Group 2: Research and Development Achievements - The approval of these two wheat varieties represents a significant outcome of Jining Agricultural Science Institute's efforts in enhancing research innovation and promoting the revitalization of the seed industry [1] - In recent years, the institute has focused on innovation-driven development, successfully breeding six new wheat varieties that have been approved at the national or provincial level and widely applied in production [1]

Core Viewpoint - The development of the Xiaozhan rice industry in Tianjin's Jinnan District has transformed from traditional rice farming to a green agricultural product and a cultural tourism brand, significantly increasing the planting area and enhancing the value of traditional agricultural products [1][2]. Group 1: Industry Development - The planting area of Xiaozhan rice has expanded from less than 10,000 acres in 2015 to over 60,000 acres currently [1]. - The Jinnan District has initiated a revitalization plan for Xiaozhan rice, aiming to elevate it as one of the three major agricultural industry chains in the region by 2024 [2][3]. - The district has invested 2,166 million yuan to build 7,220 acres of high-standard farmland by 2025, which will account for over 50% of the arable land [4]. Group 2: Seed Quality and Innovation - The introduction of new rice varieties such as Jinyu 1875 and Jinyu 1992 is underway, with 16 new varieties being trialed in the district [2]. - The quality of rice seeds is being improved through a systematic approach of promoting, trialing, and breeding new varieties simultaneously [2][3]. - The Tianjin Agricultural Bank has provided nearly 22 million yuan in loans to support Xiaozhan rice planting enterprises and farmers [3]. Group 3: Brand and Market Positioning - Xiaozhan rice is distinguished by its unique quality derived from saline-alkali soil and organic fertilizers, but faces competition from other rice brands [4]. - The district is focusing on optimizing planting layouts and strengthening the supply chain to enhance the yield and quality of Xiaozhan rice [4][5]. - The upgrade of production lines has improved the quality and efficiency of Xiaozhan rice processing, reducing the broken rice rate by over 10% and increasing packaging capacity from 4 tons to 10 tons per hour [5]. Group 4: Cultural and Tourism Integration - The integration of agriculture and tourism has led to the establishment of 118 business entities related to Xiaozhan rice, enhancing its brand recognition [7]. - The district has developed cultural tourism experiences around rice farming, attracting 920,000 visitors in 2024 and generating a comprehensive income of 13.243 million yuan [7]. - The focus on transforming agricultural value through cultural tourism aims to create a sustainable cycle of "promoting agriculture through tourism and invigorating agriculture through tourism" [7][8].

证券日报网讯荃银高科（300087）7月29日在互动平台回答投资者提问时表示，公司在雅鲁藏布江地区 没有投资。 ...

证券日报网讯荃银高科（300087）7月29日在互动平台回答投资者提问时表示，公司在海南三亚建有稳 定的科研育种基地。 ...

根据申请文件，公司控股股东为卜蜂集团，其直接持有公司33.99%股份，通过全资子公司正大畜牧投资间接持有公司27.76%股 份。其中，卜蜂集团通过多个香港公司、BVI公司实现对正大畜牧投资的控制。 公司报告期内无实际控制人，主要系控股股东卜蜂集团主要股东持股较为分散，无单一大股东能够实现绝对控制。 瑞财经 王敏 7月25日，襄阳正大种业股份有限公司（以下简称"正大种业"）发布关于公开发行股票并在北交所上市申请文件的 审核问询函，涉及 招股书显示，正大种业成立于1996年7月，是一家主要从事玉米种子研发、生产、销售的"育繁推一体化"种子企业，具备完善 的研发、生产、销售、推广和服务体系。 卜蜂集团除正大种业外，还通过控制其他主体实施农牧食品、批发零售、地产、金融等其他业务。报告期内，内蒙古正大农业 存在占用公司资金的情况。 北交所请正大种业说明控股股东卜蜂集团通过多层境外主体控制正大畜牧投资的原因及合理性。结合公司股权结构、公司章程 主要条款、股东会与董事会构成及运作情况、公司经营管理情况等，说明公司报告期内无实际控制人的认定依据是否充分，公 司治理、内控制度能否有效执行，是否存在就重大事项无法形成有效决议的风 ...

新华财经上海7月29日电 29日，上海孙桥农业科创中心（张江种谷）开工奠基，预计2027年底建成。项 目未来将以"人工智能+基因编辑"双轮驱动，着力突破生物育种底盘技术，打造国际一流的智慧种业创 新高地。 "张江种谷"位于上海市浦东新区张江科学城。据悉，在硬件方面，项目将新建总部研发楼、展示中心 等，总建筑面积超8.6万平方米。按规划，"张江种谷"将面向世界农业科技前沿，聚焦种源农业重大产 业项目，集聚国内外种源研发领军人才、顶尖研究机构及前沿种业资源，打造种源科技雁阵联盟。 农业现代化，种子是基础。上海市农业科学院作物所水稻中心副主任孙滨说："通过这些平台，我们可 以实现设备共享、数据共享，大幅提升新种源选育效率。" "以玉米种源为例，我们计划通过基因编辑方式发掘高蛋白点位，把玉米蛋白质含量从目前的普遍10% 以下提升到12%至15%，助力中国生物育种实现弯道超车。"上海浦东农业发展（集团）有限公司产业 部总经理唐晓斌说。 除"张江种谷"外，上海市浦东新区还将建设三灶和老港两个产业园区以及多个现代农业示范点，为"张 江种谷"科技成果提供转化应用基地。 （文章来源：新华财经） 项目将建设三大核心功能平台，其中 ...