Core Viewpoint - The development of a new type of rural collective economy can promote the two-way flow of urban and rural factors, enhance rural industries and ecological livability, assist in increasing farmers' income and achieving common prosperity, thereby injecting new momentum into rural revitalization [1] Group 1: New Economic Models - Jiangsu Province's Taixing City is actively laying out a new type of rural collective economy, accelerating the establishment of a new operational mechanism with clear property rights, stable management methods, and complete power structures [1] - The city aims to stimulate various rural economic organizations to create new industries, new business formats, and new models, thereby enhancing rural development levels and strengthening village-level collective economies [1] Group 2: Agricultural Innovations - In Xihuang Village, the Huang Yingjie Family Farm has concentrated management over nearly 1,600 acres of arable land, establishing a modern planting system centered on crops like wheat and corn [3] - The farm has adopted an innovative model of "full mechanization + order-based production and sales," resulting in a fourfold increase in economic benefits per acre compared to traditional planting methods [3] - The village has achieved an operational income of 956,800 yuan through standardized resource circulation and leasing, focusing on resource revitalization [3] Group 3: Collaborative Development - Sanbao Village in Xuanbao Town has explored a "village-enterprise co-construction" development path by collaborating with Ping An Group to establish a strong village company, focusing on the development of health products from local ecological raw materials [5] - This model has generated nearly 600,000 yuan in sales and over 100,000 yuan in profits in the first quarter, directly creating jobs for over 30 villagers [5] - The village plans to build a comprehensive platform for training and accommodation, expecting to generate an additional 500,000 yuan in revenue annually [5] Group 4: Future Goals - Taixing City plans to expand five types of development models, including comprehensive service, asset operation, production management, industry-driven, and village-enterprise linkage, to activate idle collective assets [7] - The city aims to achieve a total collective operating income exceeding 440 million yuan, with the proportion of million-level economically strong villages increasing to 55% [7]

Group 1 - The "Capital Science Salon" is a platform for academic exchange aimed at promoting high-quality development in Beijing, focusing on cross-sector collaboration in agriculture and technology [2] - The theme of the latest salon was "Empowering Rural Revitalization through Technology", highlighting the establishment of 113 "Beijing Technology Small Courtyards" since 2018 to support rural development [2][3] - The introduction of smart agricultural technologies is a common challenge faced by many technology small courtyards, with suggestions for simplifying usage and reducing costs for farmers [3] Group 2 - The case of Cangshang Village illustrates the successful implementation of modern agricultural practices, transitioning from traditional strawberry farming to a diverse range of crops, enhancing local tourism and agricultural productivity [3][4] - Future plans for Cangshang Village include expanding agricultural tourism and developing a technology corridor to integrate agriculture with cultural and educational initiatives [4] - The Beijing Technology Small Courtyards aim to enhance agricultural technology innovation and application, providing strong support for rural revitalization in the capital [4]

Group 1: Winter Wheat Irrigation in Shandong - The winter wheat in the North China Plain is currently in the critical grain filling stage, requiring sufficient moisture for optimal yield [1] - Farmers in Wucheng County, Shandong, are utilizing smart irrigation equipment to save water and enhance wheat production [1][3] - A mobile smart irrigation machine is being used, which can be remotely controlled via smartphone, eliminating the need for manual labor [3] Group 2: Quinoa Planting in Qinghai - The quinoa planting season is in full swing in Ulan County, Qinghai, with the planting area expected to exceed 10,000 acres this year [4] - Large machinery is actively working in the quinoa planting bases, ensuring efficient operations such as plowing, tilling, leveling, and sowing [7] - A complete industrial chain for quinoa, including breeding, planting, processing, and sales, has been established, enhancing the product's added value [7] Group 3: Watermelon Harvest in Xinjiang - Xinjiang's Turpan City is experiencing a watermelon harvest season, with farmers actively engaged in picking and transporting the fruit [8] - The area planted with early, mid, and late-maturing watermelon varieties is reported to be 58,300 acres, with additional sweet melon cultivation of 17,100 acres [12] - The early-maturing watermelons are grown using a double small arch shed model, resulting in early maturity and high sugar content [10] Group 4: Seaweed Harvest in Fujian - In Xiapu County, Fujian, 150,000 acres of seaweed are currently being harvested, making it one of China's main seaweed production areas [13][17] - Fishermen are utilizing a unique "aerial drying" method to extend the preservation time of harvested seaweed [15] - The total production of fresh seaweed is estimated to reach 1.6 million tons this year [17] Group 5: Seafood Supply in Jiangsu - Despite the seasonal fishing ban in the Yellow Sea, the seafood market in Lianyungang, Jiangsu, remains vibrant due to pre-stocking and classification measures [16] - Approximately 3 million pounds of various seafood are being temporarily stored to ensure supply during the fishing ban [21] - The market is experiencing stable prices and sufficient supply, indicating effective management strategies by local fishermen [16]

证券研究报告·公司点评报告·种植业 康农种业（837403） 2024 年报&2025 一季报点评：新玉米品种助 力开拓黄淮海市场，25 年有望持续稳健增长 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 288.24 | 336.66 | 403.00 | 462.91 | 531.75 | | 同比（%） | 45.85 | 16.80 | 19.71 | 14.87 | 14.87 | | 归母净利润（百万元） | 53.22 | 82.60 | 90.87 | 103.26 | 117.19 | | 同比（%） | 28.73 | 55.21 | 10.01 | 13.64 | 13.49 | | EPS-最新摊薄（元/股） | 0.75 | 1.16 | 1.28 | 1.45 | 1.65 | | P/E（现价&最新摊薄） | 42.05 | 27.09 | 24.63 | 21.67 | 19.10 ...

证券分析师 朱洁羽 证券研究报告·公司点评报告·种植业 康农种业（837403） 2024 年报&2025 一季报点评：新玉米品种助 力开拓黄淮海市场，25 年有望持续稳健增长 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 288.24 | 336.66 | 403.00 | 462.91 | 531.75 | | 同比（%） | 45.85 | 16.80 | 19.71 | 14.87 | 14.87 | | 归母净利润（百万元） | 53.22 | 82.60 | 90.87 | 103.26 | 117.19 | | 同比（%） | 28.73 | 55.21 | 10.01 | 13.64 | 13.49 | | EPS-最新摊薄（元/股） | 0.75 | 1.16 | 1.28 | 1.45 | 1.65 | | P/E（现价&最新摊薄） | 42.05 | 27.09 | 24.63 | 21. ...

Core Viewpoint - The article highlights the integration of advanced agricultural technologies in various regions of China to enhance grain production efficiency and ensure a successful harvest during the critical planting season [1][8]. Group 1: Technological Advancements in Agriculture - In Shaanxi, the traditional method of rice transplanting is being replaced by modern, efficient practices, including the use of smart agricultural machinery [2][4]. - The introduction of unmanned rice transplanting machines equipped with Beidou navigation systems allows for precise operations, achieving a planting error margin of within 3 centimeters and covering nearly 40 acres in a single day [4][8]. - A smart seedling factory in the region has significantly reduced the rice seedling growth cycle from 40 days to approximately 18 days, effectively doubling efficiency and providing over 5,000 acres of machine-transplanted seedlings annually [6][8]. Group 2: Regional Agricultural Practices - In Gansu, the corn planting progress has exceeded 90%, utilizing Beidou navigation-equipped sowing machines to enhance planting efficiency [9][10]. - The sowing machines in Gansu can achieve a planting error margin of 2.5 centimeters, improving accuracy by over 80% compared to traditional methods, and increasing efficiency by three times [12]. - In Shanxi, unmanned aerial vehicles (UAVs) are employed for pest control and fertilization in wheat fields, ensuring stable yields during critical growth periods [16][21]. Group 3: Crop Management and Yield Optimization - In Xinjiang, 3.8 million acres of winter wheat are currently in the heading stage, with local farmers utilizing UAVs for pest control and fertilization to maximize yield [22][23]. - The region has implemented timely irrigation and fertilization strategies during key growth phases to ensure high production levels [23].

调研中，赵一德强调，今年我省气候年景总体偏差，呈现冬春连旱特征。各级各部门要清醒认识严 峻形势，把保障粮食安全作为"三农"工作头等大事，立足当前夏粮产量形成和秋粮播种的关键期，毫不 松懈抗干旱、防灾害。要密切关注旱情雨情、苗情墒情，落实精准灌溉、灌喷结合、"一喷三防"等措 施，完善供水保障方案，适时开展人工影响天气增雨作业，强化抗旱技术指导服务和物资装备供给，最 大程度降低旱情影响。同时，也要防范应对干热风、病虫和区域性极端天气气候可能造成的旱涝急转等 灾害。要坚持以秋补夏、以丰补歉，抓住本轮降雨有利时机加快秋粮播种，因地制宜推进受灾地块补种 改种，夯实秋粮丰收基础。要突出良田、良种、良机、良法融合，不断提升粮食综合生产能力和防灾减 灾水平。要落细落实抗旱保粮政策举措，加强农业、水利、应急、气象等部门协同联动，及时回应群众 关切，广泛动员社会参与，牢牢把握抗灾害夺丰收主动权。 省领导王海鹏、樊维斌，省直有关部门和渭南市负责同志参加调研。 5月8日，省委书记赵一德到渭南市调研农业生产工作。他强调，要深入学习贯彻习近平总书记关 于"三农"工作的重要论述和历次来陕考察重要讲话重要指示，落实粮食安全党政同责，全力抗旱 ...

从一粒濒危的稻种，到一个年产值数亿元的富民产业，弋阳大禾谷重获新生，给人以启示。随着经济社 会发展，人民群众要"吃得饱"，还要"吃得好、吃得健康"，营养均衡、健康安全、风味独特成为舌尖上 的新追求。顺应需求变化，农产品供给、农业生产和经营业态等必须跟着转过来。弋阳大禾谷顺势而 为，科技赋能，绿色转型，提质延链，老品种焕发新生机，成为推动中国饭碗从"温饱型"向"营养 型""健康型"转型跃升的生动案例。 近期印发的《中国食物与营养发展纲要（2025—2030年）》提出，把营养和健康需求贯穿到食物生产、 加工、流通、消费和食品研发等全过程，更加注重生产富含优质蛋白质和膳食纤维食物，推动营养化加 工，这为构建农产品全产业链指明了发展方向。放眼全国，也不乏这样的成功实践，黑龙江的富硒大 米、云南的高原藜麦走向高端市场，东北大豆变身植物蛋白饮料广受市场欢迎……事实证明，瞄准人民 对美好生活的向往，做好农业供给侧改革这篇大文章大有可为。 大禾谷的"焕新之旅"，折射出"中国饭碗"的深刻跃升：它不再仅仅意味着数量上的满足，更代表着品质 上的提升、营养上的均衡、文化上的传承和生态上的可持续。当越来越多的"弋阳大禾谷"被重新发掘、 ...

Group 1: Agriculture and Farming - The spring sowing production in Heilongjiang's reclamation area is fully underway, with various agricultural units advancing both wet and dry land sowing operations, including rice transplanting and a shift from corn to soybeans in dry land crops [4] - In Tianjin, the large-scale mechanized transplanting of the Xiaozhan rice is beginning, covering approximately 200,000 acres, laying the foundation for a bountiful harvest in the autumn [6] Group 2: Infrastructure Development - The construction of the Shitai Expressway expansion project in Hebei is progressing steadily according to schedule, which will improve regional transportation conditions and promote economic and social development along the route [8] Group 3: Technology and Innovation - The 27th China Beijing International Science and Technology Industry Expo is being held from May 8 to 11, featuring six thematic exhibition areas and attracting over 800 domestic and foreign enterprises and institutions [10] Group 4: Economic Events - The Federal Reserve has decided to maintain the federal funds rate target range at 4.25% to 4.50%, marking a continuation of the previous decisions made in January and March [18]