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 ...

Core Points - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2025, marking a significant milestone in China's highest-level free trade zone construction [2] - Hainan's unique geographical advantages position it as a strategic hub for trade between China and ASEAN, covering a consumer base of 2.1 billion people [3][4] - The province has successfully diversified its economy beyond tourism and agriculture, establishing four pillar industries: tourism, modern services, high-tech industries, and tropical agriculture, which now contribute 67% of the province's GDP [5][6] - Hainan's development has been characterized by a focus on high-quality growth, with significant increases in foreign investment and the establishment of numerous foreign enterprises [6][7] - The collaboration between Hainan and neighboring regions, such as Guangdong and Guangxi, is crucial for maximizing overall benefits and enhancing regional cooperation [8][9] Economic Development - Hainan's per capita GDP has historically lagged behind the national average, but recent years have shown improvement, reaching 79.31% of the national average in 2023 [2] - The province has seen a net increase of 530,000 residents over the past five years, driven by improved ecological conditions and high-value industries [7] - The establishment of the Hainan Free Trade Port is expected to create a strong impetus for deep reforms and optimization of the business environment, attracting both multinational and local enterprises [9] Strategic Positioning - Hainan is viewed as an upgraded version of the free trade zone system, with policies that are not easily replicable in other provinces, making it a unique case in China's economic landscape [3][4] - The province's strategic location as a gateway to the South China Sea enhances its role in connecting China with global markets [4] - Hainan's development is not seen as a threat to established economic centers like Hong Kong and Shanghai, but rather as a complementary force that can create synergies among these regions [8]

Core Viewpoint - The company, Qiule Agricultural Technology, reported a significant decline in corn revenue for 2024, leading to a notable drop in operating income, net profit attributable to shareholders, and gross margin, which the company deemed reasonable given market conditions [1][2]. Group 1: Financial Performance - In 2024, the company achieved operating income of 391 million yuan, a year-on-year decrease of 26.77% [2]. - The net profit attributable to shareholders was 50.44 million yuan, down 36.49% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 2.02 million yuan, a decline of 71.84% compared to the previous year [2]. - The gross margin was 27.86%, a decrease of 4.23 percentage points year-on-year [2]. Group 2: Revenue Breakdown - The company's corn seed revenue decreased by 42.05% year-on-year due to oversupply and low grain prices, resulting in lower sales volume and price, as well as increased return rates [2]. - Conversely, wheat seed revenue increased by 5.52% year-on-year, attributed to the competitiveness of new wheat seed varieties launched in 2024 [2]. Group 3: Industry Comparison - The company noted that the decline in net profit and net profit after deducting non-recurring gains and losses was consistent with trends observed in peer companies within the industry [3]. Group 4: Investment Projects - The company has temporarily suspended the construction of the "Biological Breeding R&D Capacity Enhancement Project" [1][4]. - As of the end of 2024, the cumulative investment in the "Biological Breeding R&D Capacity Enhancement Project" and the "Seed Processing Center Renovation Project" was 11.15 million yuan and 14.67 million yuan, respectively, with progress rates of 8.84% and 35.35% [3]. - The "Seed Processing Center Renovation Project" is progressing as planned, with no current risks of delays [4]. Group 5: Additional Information - The company primarily engages in the research, breeding, processing, promotion, sales, and technical services of seeds for corn, wheat, and oilseeds [5].

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The report highlights the ongoing challenges in the pig farming sector, with prices experiencing fluctuations due to increased slaughtering and seasonal demand [10][21]. - The poultry sector, particularly white-feathered chickens, is seeing price increases driven by stocking up in anticipation of better market conditions [35][39]. - The report emphasizes the importance of policy measures aimed at stabilizing production capacity in the pig industry, which could lead to long-term price improvements [10][31]. Summary by Sections Pig Farming - The average price of pigs on July 25 was 14.10 CNY/kg, down 0.09 CNY/kg week-on-week [10]. - Slaughtering volumes remain low due to hot weather and weak market demand, with an average daily slaughter of 134,700 pigs, up 1.44% week-on-week [14]. - The average weight of pigs at market decreased to 128.48 kg, with group farms averaging 124.27 kg and smallholders at 141.92 kg [21]. - Recent policy discussions emphasize strict production capacity controls, including the reduction of breeding sows and the encouragement of large enterprises to collaborate with smaller farms [31]. Poultry Sector - The price of white-feathered chickens rose to 6.70 CNY/kg, an increase of 0.30 CNY/kg week-on-week, while chicken seed prices reached 1.93 CNY/bird, up 0.56 CNY/bird [35]. - Egg prices also showed strength, with an average of 6.73 CNY/kg, up 0.90 CNY/kg week-on-week [35]. - The ongoing avian influenza situation is affecting supply, with restrictions on imports from certain countries potentially leading to further price increases [39]. Agricultural Products - Soybean meal futures saw a decline, with the DCE soybean meal contract closing at 3,021 CNY/ton, down 35 CNY/ton week-on-week [48]. - The report notes that downstream feed enterprises are increasing purchases due to concerns over rising prices, while domestic oil mills maintain high processing volumes [50]. - The report anticipates limited downward price adjustments for soybean meal in the short term, with a gradual upward shift in price levels expected [50]. Industry Performance - The agricultural sector saw a 3.62% increase over the past week, outperforming major indices such as the Shanghai Composite Index, which rose by 1.67% [55]. - Within the agricultural sub-sectors, the livestock industry led with a 5.27% increase, followed by planting and aquaculture [55].

Market Overview - The Shanghai and Shenzhen stock markets opened lower, with all three major indices falling over 1% during the day [1] - The Shanghai Composite Index closed down 1.3% at 3363.9 points, the Shenzhen Component Index fell 1.19% to 13320.92 points, and the ChiNext Index decreased by 0.96% to 2587.86 points [1] - The total trading volume for both markets fell below 1 trillion yuan, reaching only 8718.2 billion yuan, with a slight net outflow of northbound funds [1] Sector Performance - Defensive sectors such as smart TVs, consumer electronics, digital currency, electricity, paper, glyphosate, steel, and transportation equipment showed relative resilience [1] - Sectors that experienced significant declines included agriculture, artificial meat, aviation, gold, agricultural planting, biodegradable plastics, and new materials [1] Short-term and Long-term Outlook - Short-term expectations indicate that the COVID-19 pandemic will accelerate the domestic consumption of previously overseas goods, benefiting industries like duty-free shops and hotels [2] - The recovery of domestic tourism and related sectors is anticipated as overseas travel returns to the domestic market [2] - The rise of domestic brands is expected to continue, with e-commerce and innovation driving growth in market share for domestic cosmetics, snacks, and small appliances [2] Industry Recovery Signals - The civil aviation sector is expected to see gradual improvement in domestic passenger traffic as domestic demand recovers [3] - The worst impacts of the pandemic on the industry are believed to be over, leading to a recovery in market sentiment [3] - The cement industry is also projected to recover as demand is expected to rise in the second half of the year, following earlier constraints due to the pandemic and natural disasters [3]

Group 1 - Hainan provincial state-owned enterprises completed fixed asset investment of 22.42 billion yuan in the first half of the year, achieving 52.45% of the annual investment plan, successfully meeting the "half-time, half-task" goal [1] - Key projects such as the expansion of Phoenix Airport and Boao Airport have progressed over 60%, while projects like the Hainan Police Academy and Hainan University dormitory have exceeded 80% of their annual investment plans [1] - The provincial state-owned assets supervision and administration commission has arranged 71 key projects with an annual investment of 30.506 billion yuan, completing 16.676 billion yuan in the first half, which is 54.99% of the annual plan [1] Group 2 - In the "Strengthening Marine" sector, Hainan enterprises are planning multiple projects in deep-sea aquaculture and marine new industries [2] - In the "Strengthening Sky" sector, projects related to commercial aerospace are being developed, including enhancements to the Hainan commercial space launch site [2] - In the "Strengthening Green" sector, key water resource projects have completed investments of 2.013 billion yuan, achieving 55.2% of the annual plan [2] - The provincial state-owned assets commission aims to improve project implementation rates and support enterprises in overcoming challenges to accelerate project construction [2]

我省构建南繁种业CRO全链条一体化服务体系，为科研单位和企业提供种质创新、检验检测、数据服 务、代繁代制、田间管理等外包服务 你专注科研育种 我负责选地播种 不只是在代繁代制、田间鉴定等环节上，目前的CRO模式已向种质创新、检验检测、鉴定评价、 生物育种、知识产权保护等全链条拓展，助力"研育繁推服"一体化蓄力发展，推进"向种图强"走深走 实。 广西壮族自治区亚热带作物研究所副所长庞新华算过一笔账：广西的甘蔗育种科研人员每年定期前 往南繁基地寻找优异的甘蔗亲本材料，以自己找地试种的方式进行甘蔗育种，培育一个常规品种需要七 八年时间，投入可能需要三四十万元。而在CRO模式下，可直接在公开种质资源库中选择材料，根据 甘蔗亲本的血缘、抗性、糖分等信息，选择配制组合，将育种工作全部委托给当地机构，不仅可缩短育 种时间，而且投入可能会降到十万元以内，加速甘蔗新品种选育进程。 "这种将作物选育全流程或部分流程交由专业第三方公司完成的CRO服务模式，正有效改变着游击 式育种等南繁育种行业存在的问题，提高南繁科研工作者的效率，降低南繁育种的成本。"庞新华说。 外包服务更多更规范了 海南日报全媒体记者 孙慧 实习生 吴琦 一场夏 ...

Core Insights - The establishment of a national-level agricultural technology collaborative innovation platform aims to drive high-quality development of plateau characteristic seed industry [1][2] - The alliance will gather over 40 research teams to cultivate 5 to 10 breakthrough varieties [1] - The initiative plans to annually identify and screen over 500 breeding materials nationwide [2] Group 1: Alliance Formation and Objectives - The Summer Breeding Technology Alliance was formed by the Sichuan Academy of Agricultural Sciences and 87 member units, including agricultural research institutes, universities, and leading agricultural enterprises [1] - The alliance addresses issues in China's seed industry innovation system, such as the prominent summer breeding shortboard and the weak plateau ecological breeding system [1] Group 2: Resource Protection and Talent Development - The alliance will establish a germplasm resource bank for plateau crops and forage crops, focusing on exploring stress-resistant, high-quality, and special gene resources under extreme plateau conditions [2] - It aims to collect and preserve over 200 characteristic germplasm resources and complete precise identification and genotyping of core germplasm [2] - The alliance will conduct molecular breeding and biotechnology research, and collaborate with universities and research institutes to train high-level, interdisciplinary talents in relevant fields [2]

Financial Support for High-Quality Development - The People's Bank of China (PBOC) in Sanming has implemented financial services to support the high-quality development of revolutionary old areas, focusing on traditional industrial transformation, rural revitalization, and green development [1] - Since 2021, the PBOC has provided a total of 12.141 billion yuan in preferential funds, significantly boosting local economic development [1] - As of June 2023, the total loan balance in Sanming reached 266.56 billion yuan, with an increase of 96.734 billion yuan since the beginning of 2021, representing a growth rate of 52.86% [1] Support for Manufacturing Upgrades - Fujian Keda New Energy Technology Co., Ltd. is expanding its production capacity with a new production line for graphite anode materials, supported by a 100 million yuan loan from Industrial Bank Sanming Branch [2] - The loan benefits from a two-year 1% fiscal interest subsidy, reducing the financing cost for the company [2] - Since 2021, the total amount of policy-based preferential loans for technology and equipment upgrades in Sanming has exceeded 4.386 billion yuan, with a loan balance for the manufacturing sector reaching 38.969 billion yuan, an increase of 23.526 billion yuan, or 152.5% [3] Financial Support for Rural Revitalization - Fujian Liusan Seed Industry Co., Ltd. received a 30 million yuan loan from Agricultural Bank of China Sanming Branch to support its operational cash flow during the peak sales season [4] - The loan has a favorable interest rate of 2.9%, significantly lowering the company's financial costs [4] - Since 2021, the total amount of agricultural support loans issued in Sanming has reached 5.416 billion yuan, benefiting over 13,500 agricultural entities [5] Green Finance Initiatives - Sanming has a forest coverage rate of 77.12%, which supports its ecological advantages and the development of green finance [6] - The introduction of "Fulin Tickets," which are income rights certificates based on forest management, aims to promote large-scale forestry operations and attract social capital [6] - The first batch of "Fulin Tickets" was issued in early 2023, covering 20,000 acres of forest with a total value of 12.031 million yuan [6][7]

Core Viewpoint - The protection of plant varieties is essential for encouraging breeding innovation, safeguarding breeders' economic interests, and ensuring national food security through the development of the seed industry [1][2]. Group 1: Legislative and Policy Framework - Recent measures have been implemented to enhance the protection of plant varieties, including the revision of the Plant Variety Protection Regulations, which expands the scope of protection and improves the compensation system for infringement [1]. - The establishment of a modern seed industry innovation system is emphasized, with a focus on legal and regulatory improvements, enforcement, and the creation of platforms for variety evaluation and display [1]. Group 2: Innovation and Industry Development - The innovation in the seed industry is crucial for agricultural development, with a call for increased support for innovation through financial incentives, tax benefits, and fostering partnerships between enterprises and research institutions [2]. - The achievements in breeding innovation have led to the emergence of high-yield, quality, and resilient crop varieties, significantly contributing to national food security [1]. Group 3: Technological Support and Enforcement - The importance of digitalization in enhancing the protection of plant varieties is highlighted, with a focus on developing identification technologies and creating a DNA fingerprint database for plant varieties [3]. - A robust enforcement mechanism is necessary to combat infringement in seed trading and e-commerce, with a call for joint enforcement efforts among various governmental departments [3].