Group 1 - The province is facing severe challenges in rice production due to ongoing high temperatures, prompting the provincial rice industry technology system to engage experts for guidance to farmers [1] - Experts have been providing on-site instructions to farmers, focusing on water management techniques to improve rice growth during critical growth stages such as heading and tillering [1] - The implementation of "one spray multiple promotions" is recommended to enhance photosynthesis and improve rice's resistance to high temperatures, aiming to prevent diseases and pests [1] Group 2 - Henan Baodao Seed Industry Technology Co., Ltd. is a well-known rice breeding company in the province, primarily promoting water-saving and drought-resistant rice varieties [2] - The drought-resistant rice integrates high yield and quality characteristics with water-saving traits, requiring over 50% less water compared to traditional rice under good irrigation conditions [2] - Over 1 million acres of drought-resistant rice have been promoted across the province, indicating significant adoption and potential for further development in areas with severe water shortages [2]

Group 1: Agricultural Practices - Jilin province utilizes 4% of China's arable land to produce 6% of its grain, with a grain commercialization rate exceeding 90% [1] - The "Lishu model" of conservation tillage in Lishu County has improved efficiency by over 300% through the use of a multifunctional no-till seeder developed in collaboration with China Agricultural University [2][5] - Continuous implementation of the "Lishu model" has led to a 20% increase in soil moisture and a nearly 13% increase in organic matter content in the topsoil over ten years [5] Group 2: Seed Industry - Jilin province's Hongxiang Agricultural Group has promoted approximately 100 million mu of high-yield corn seeds over the past five years, resulting in an increase of over 5 billion jin in production [6] - The company invests over 40% of its net profit in research and development, maintaining a high germination rate of 97.75% for its seeds [7] - The Long Spring National Agricultural High-tech Industrial Demonstration Zone has over 55 licensed seed production companies, accounting for more than one-third of the province's total [7] Group 3: Food Processing and Value Addition - Fresh corn can sell for 5 to 11 yuan per ear, significantly higher than the 1 yuan per pound for regular feed corn, highlighting the value of processed agricultural products [8] - Jilin Province's Nongsao Food Company has seen rapid growth, with a projected total output value of 223 million yuan in 2024, driven by a diverse product line including fresh and frozen corn [10] - Farmers leasing land for fresh corn cultivation can earn an additional 3,000 to 5,000 yuan per hectare, while workers at the company can earn 4,000 to 5,000 yuan per month [10]

Group 1 - The company expects a net loss attributable to shareholders of 25 million to 30 million yuan for the period from January 1 to June 30, 2025, compared to a loss of 22.34 million yuan in the same period last year [1] - Revenue from seed business has decreased year-on-year, while profits have increased [1] - Sales revenue from hybrid rice seeds has increased year-on-year, with new varieties such as Le You series and Xiang Liang You series showing excellent performance in yield and disease resistance, leading to higher average prices [1] Group 2 - Sales revenue from corn seeds has decreased year-on-year due to oversupply in the domestic corn seed market, increased inventory pressure, and intensified market competition [1] - The market performance of the transgenic variety Tie 391K has not met expectations, resulting in increased return volumes [1]

Investment Rating - The report maintains an investment rating of "Outperform" for the agricultural, forestry, animal husbandry, and fishery industry [1][9]. Core Insights - The agricultural, forestry, animal husbandry, and fishery industry is currently experiencing weak market demand and low prices for livestock and poultry, particularly in the pig farming sector, which has seen a significant price drop [9][12]. - The report highlights that the industry is currently undervalued, with price-to-earnings (P/E) and price-to-book (P/B) ratios below historical averages, suggesting potential for valuation recovery [9][12]. Summary by Sections Market Review - In June 2025, the agricultural, forestry, animal husbandry, and fishery index rose by 1.13%, underperforming the CSI 300 index, which increased by 2.50%, resulting in a relative underperformance of 1.37 percentage points [9][12]. - The planting sector showed the highest gains, while the animal health processing sector experienced the largest declines [12]. Livestock Farming Data Tracking - **Pig Farming**: The average trading price for pigs in June 2025 was 14.28 yuan/kg, down 2.16% month-on-month and 21.81% year-on-year. The market shifted to a surplus situation, leading to price declines [9][17]. - **Broiler Chickens**: The average price for broiler chicks in June 2025 was 2.15 yuan/chick, reflecting a slight decrease. The cautious replenishment of chicks due to declining prices further pressured the market [9][27]. Pet Food Sector - In May 2025, pet food exports totaled 28,900 tons, a year-on-year decrease of 5.52%. The cumulative export value for the first five months was $581 million, up 4.59% year-on-year [9][34]. Major Agricultural Product Price Tracking - The report includes tracking of key agricultural product prices, indicating fluctuations in corn, wheat, and soybean meal prices during June 2025 [9][39]. Industry Dynamics and Company News - The report outlines significant events in the industry, including a decrease in grain imports and ongoing developments in the seed industry aimed at enhancing agricultural productivity [9][46]. - Key announcements from listed companies in the sector include various asset restructuring and financing activities [9][48].

Core Viewpoint - The integration of education, technology, and talent is driving innovation and development in Henan Province, creating a robust ecosystem for agricultural advancements and enhancing the province's overall economic growth [5][15]. Group 1: Education and Talent Development - The establishment of the China Modern Agriculture Graduate School has led to the creation of two national major scientific projects and five national innovation platforms within a year, showcasing the rapid development of talent in modern agriculture [8]. - Since 2021, Henan has added 541 new undergraduate programs and removed 199, aligning educational offerings with industry needs, particularly in emerging sectors like new materials and new energy vehicles [14]. - The province has seen over 70% of new employees in advanced manufacturing and strategic emerging industries come from local universities, highlighting the critical role of education in workforce development [15]. Group 2: Technological Innovation - The province's technology contract transaction volume is projected to reach 175.9 billion yuan in 2024, reflecting a year-on-year growth of 28.7% [16][17]. - The implementation of reforms allowing researchers to retain ownership of their technological achievements has significantly increased the number of technology transfer contracts, from 67 contracts worth 27.68 million yuan to 225 contracts worth 392 million yuan, marking a 236% increase [11]. - The integration of research and industry has led to the establishment of 2,560 joint research and development centers between universities and enterprises, with over 75% of large-scale enterprises engaging in R&D activities [16]. Group 3: Agricultural Advancements - The development of five high-yield corn varieties by Henan Agricultural University has positioned them among the top ten in the Huang-Huai-Hai region, indicating a significant leap in agricultural biotechnology [7]. - The collaboration between academia and industry has resulted in the successful application for a national invention patent for a biological agent that prevents avian necrotic enteritis, showcasing the practical impact of research on agricultural practices [9][10].

Group 1 - The company has decided to change its name to "Guotou Fengle Seed Co., Ltd." and its stock abbreviation to "Guotou Fengle" while maintaining the stock code "000713" [1][2] - The board meeting was held on July 17, 2025, with all 8 directors participating and voting unanimously in favor of the name change [1] - The proposal for the name change will be submitted for approval at the company's first extraordinary general meeting of shareholders on August 4, 2025 [2] Group 2 - The board's decision to amend the company's articles of association to reflect the name change was also approved [1] - The announcement of the board meeting and the upcoming shareholder meeting was published in the Securities Times, Securities Daily, and on the CNINFO website [1][2]

Core Viewpoint - The article highlights the advancements in meteorological services in Jianing County, Fujian Province, which have significantly improved the hybrid rice seed production industry, reducing risks associated with adverse weather conditions and enhancing productivity [3][6]. Group 1: Meteorological Services and Innovations - Jianing County is the largest hybrid rice seed production base in China, contributing to 10% of the national hybrid rice seeds [3]. - Since 2020, Jianing Meteorological Bureau has developed a comprehensive meteorological service system tailored for the seed production industry, leveraging a network of experts at various levels [3][6]. - The establishment of 22 automatic meteorological observation stations has enabled real-time monitoring of critical growth factors such as temperature, humidity, and precipitation [6]. Group 2: Impact on Farmers and Production - The meteorological services have transformed the farming approach from relying on weather conditions to utilizing precise weather data for optimal farming practices, significantly reducing losses from adverse weather [6][7]. - In the past three years, the Jianing Meteorological Bureau has issued 233 decision-making service products, benefiting over 1 million agricultural personnel [6]. - The introduction of the "Know Weather" app and WeChat groups has provided farmers with timely advice on pest control, fertilization, and harvesting [6]. Group 3: Economic Benefits - The meteorological services have reportedly reduced losses by 11.5 million yuan and increased revenue by 25 million yuan for the seed production industry [7]. - The ongoing development of a meteorological service software platform aims to enhance the digital and intelligent capabilities of these services [7]. Group 4: Future Developments - Jianing County's meteorological service model is set to evolve further with the establishment of a meteorological technology center and a city-level expert workstation for rice seed production [7].

Summary of the Conference Call Company and Industry Overview - The conference call involved Qiu Le Seed Industry, a company operating in the seed industry, which is a strategic and foundational sector for national food security and agricultural development [1][3][4]. Key Financial Performance - In 2024, Qiu Le Seed Industry achieved a revenue of 391 million yuan and a net profit of 50.44 million yuan [1]. Strategic Planning and Innovation - The company plans to increase investment in breeding corn, wheat, and peanuts, focusing on high-yield and resilient varieties to meet diverse market demands [2]. - Qiu Le Seed Industry aims to explore advanced biotechnologies such as transgenic and gene editing to enhance its product offerings [2][10]. Market Expansion and Sales Strategy - The company intends to deepen its presence in markets like Huang'an and expand into Northeast, Northwest, and Southwest regions, optimizing its development layout and enhancing brand recognition [2]. - Qiu Le Seed Industry is exploring order-based agriculture to improve product coverage and sales channels [2]. Mergers and Acquisitions - The company is actively seeking mergers with other seed companies that share similar values and have strong R&D capabilities to enhance its competitive edge [2]. Industry Context and Challenges - The seed industry is currently undergoing a rapid development phase, with many companies restructuring or repositioning themselves due to market changes [6]. - Historical adjustment cycles in the industry have been noted, with significant changes occurring approximately every ten years [6]. Product Development and Collaborations - Qiu Le Seed Industry has introduced several new corn varieties, including Qiu Le 368, which is among the top ten promoted varieties in the country [8]. - Collaborations with various research institutions and universities are ongoing to develop new products, including transgenic varieties that are nearing market introduction [10]. Commitment to National Strategy - The company emphasizes its alignment with national agricultural strategies, aiming to ensure food security and promote the revitalization of the seed industry [3][5]. Conclusion and Investor Engagement - The conference concluded with an invitation for investor questions, indicating a commitment to transparency and engagement with stakeholders [11].

证券时报记者 陈雨康 毕马威中国近日发布的《田野之声 现代农业发展深度调查报告》（以下简称《报告》）提到，随着农 业新质生产力的不断培育和发展，我国已步入从农业大国向农业强国的关键时期。这一转型的核心驱动 力是科技的深度赋能。2024年中国农业科技进步贡献率为63.2%，中国农作物耕种收综合机械化率达 74.3%，整体水平跨入世界第一方阵。与此同时，人工智能、大数据等技术与农业深度融合，为传统农 业注入强劲发展动力，推进现代农业迈上新台阶。 2025年中央一号文件提到，以科技创新引领先进生产要素集聚，因地制宜发展农业新质生产力。《报 告》提出，中央一号文件首次提出"农业新质生产力"概念，标志着我国农业现代化进入系统性转型升级 的新阶段。 从生产端，"老人农业"已成为全球农业发展中的普遍现象，对农业可持续发展构成了严峻挑战。对此， 毕马威中国零售及消费品行业合伙人牛浩哲表示，提升机械化率是应对人口老龄化挑战的有效解决方 案，中国农作物耕种收综合机械化率已达74.3%，位列世界第一方阵，此外农作物良种覆盖率超过 96%，为满足当前人们的营养需求提供了坚实保障。随着"低空经济"持续升温，无人机正逐渐成为现代 农业关 ...

近日，在福建省三明市建宁县溪口镇枫元村，连片的稻田生机盎然，数架无人机来回穿梭喷洒农药。 "购置农机的补助已经到账了，有了补贴我们更敢放开手脚大胆干。"面对来访的建宁县纪委监委工作人 员，溪口镇枫元村勤建农机专业合作社负责人黄勤建望着绿浪翻滚的秧苗笑着说。 武夷山脉中段的革命老区建宁县，在杂交水稻制种上有着得天独厚的优势，是全国最大的杂交水稻种子 生产基地县，制种面积和产量均占全国杂交水稻种子的10%以上。去年，建宁县生产了3560万公斤杂交 水稻种子，可满足全国超3500万亩农田需求。 "杂交水稻制种是建宁县重要的支柱产业，涉及项目多、资金多，仅2024年各级补助资金就超2亿 元。"建宁县纪委监委有关负责同志介绍，为护航种业健康发展，该县纪委监委充分运用"室组地"联动 机制，聚焦政策落地、资金拨付、干部作风等方面排查出12个风险点，靶向开展监督，精准破除制约产 业发展的"中梗阻"，为种业高质量发展营造良好环境。 "去年申请的烘干机补助，拖了好久才到账""对政策不理解，文件看不懂，错过申报时间""按照补贴标 准，我家领到的补助好像少了"……该县纪委监委在深入制种企业、农村开展走访时，部分企业、群众 向工作人员 ...