Core Viewpoint - The report predicts that China's agricultural supply capacity will achieve a comprehensive improvement in both quantity and quality over the next decade, driven by advancements in agricultural technology and policy support [3][4][5]. Agricultural Supply Capacity - The agricultural supply capacity in China is expected to increase significantly, with grain production projected to reach 753 million tons by 2034, with a yield of 421 kg/mu, an increase of 7.8% [5][8]. - The report emphasizes the importance of technology as a core driver for agricultural development, with high-yield and quality-resistant new varieties being rapidly cultivated and promoted [4][5]. Quality Improvement - There will be a notable improvement in the quality of agricultural products, with a focus on producing more green, organic, and nutritious products to meet consumer demands [5][6]. - Advanced planting and breeding technologies will enhance the taste and nutritional content of agricultural products, ensuring safer and healthier options for consumers [5][6]. Agricultural Efficiency and Competitiveness - The comprehensive benefits and competitiveness of agriculture will significantly enhance, with technology applications reducing production costs and increasing efficiency, thereby raising farmers' incomes [6][11]. - The agricultural industry structure will continue to optimize, with rapid development in related industries such as processing and logistics, extending the agricultural value chain [6][11]. Policy and Support Mechanisms - The Chinese government has established a "three-in-one" food security guarantee mechanism, focusing on comprehensive production capacity, reserve regulation, and global agricultural supply chain management [6][9]. - The report highlights the importance of maintaining the 1.8 billion mu arable land red line to ensure stable agricultural production conditions [9]. Technological Advancements - The integration of biotechnology, information technology, and smart equipment will lead to a transformative change in agricultural production processes [10][11]. - The contribution rate of agricultural technology progress has reached 63.2%, indicating significant advancements in agricultural innovation [11]. International Competitiveness - China's agricultural international competitiveness will improve through optimizing trade structures and diversifying import sources, with a focus on enhancing domestic production capabilities [13][14]. - Strengthening brand and quality construction, along with expanding international cooperation, will be key strategies for enhancing agricultural competitiveness on a global scale [14][15].

Core Viewpoint - The article emphasizes the importance of implementing comprehensive strategies for rural revitalization and agricultural development in Shaanxi Province, guided by Xi Jinping's thoughts and the directives from the 20th National Congress of the Communist Party of China. The focus is on ensuring food security, preventing large-scale poverty, and enhancing rural industries, governance, and infrastructure to support the modernization of the region. Group 1: Agricultural Production and Security - The plan aims to enhance the supply capacity of important agricultural products, ensuring stable grain planting areas of over 45.1 million acres and maintaining a total grain output of over 13 million tons [2] - The strategy includes optimizing livestock production, particularly stabilizing the breeding sow population at around 750,000 heads and implementing support policies for the dairy industry [2][3] - There is a strong emphasis on protecting arable land, with a target to ensure the protection of 43.2756 million acres of farmland and to establish a unified management mechanism for farmland [3] Group 2: Technological and Infrastructure Development - The initiative includes strengthening agricultural technology and equipment support, focusing on key agricultural technology breakthroughs and promoting modern agricultural practices [4] - High-standard farmland construction will be prioritized in key grain-producing counties and irrigation areas to enhance agricultural productivity [4] - The plan also emphasizes the need for improved rural infrastructure, including water supply, electricity, and transportation systems to support agricultural activities [13] Group 3: Poverty Alleviation and Rural Employment - The strategy aims to consolidate and expand the achievements of poverty alleviation, establishing a monitoring and support system to prevent the return to poverty [8] - It includes measures to enhance employment opportunities for rural populations, particularly targeting vulnerable groups and promoting labor cooperation [25] - The plan encourages the development of new rural collective economies and supports farmers in expanding production scales and improving income [26][29] Group 4: Rural Governance and Community Development - The article highlights the importance of strengthening grassroots party organizations to lead rural revitalization efforts and improve governance [17] - It promotes the cultivation of a civilized rural culture and the establishment of community norms to enhance social cohesion [18] - The plan also addresses the need for maintaining rural stability and managing social issues effectively [19] Group 5: Financial and Investment Support - The strategy outlines the establishment of a diversified investment mechanism for rural revitalization, including public budget allocations and financial support for agricultural projects [21] - It encourages the development of a rural credit system and the issuance of special financial bonds to support agricultural initiatives [21] - The plan emphasizes the importance of enhancing agricultural insurance systems to protect farmers' incomes and investments [21]

吉林省松原市乾安县，沉寂了一冬的黑土地上，隆隆机声打破宁静，种箱里一粒粒玉米种子等距播撒， 一根根滴灌管也浅埋进土层。 "春耕时农机跑一趟，种子和滴灌管就全埋好了。"农机手韩立光驾着熟悉的气吸式播种机穿梭在田垄 间。 几年前，听说流转土地可以按产量结算费用，他把土地流转给大遐畜牧场，自己也到畜牧场工作，学习 驾驶大型农机。 畜牧场要推广水肥一体化技术，把肥料溶解在水中，通过滴灌管适时适量灌溉和施肥，种地"老把式"韩 立光有些犯嘀咕："水是水，肥是肥，过去咱种地都'一炮轰'，一次性把底肥给够。" 在水肥一体化技术的基础上，探索还在深入。"水肥一体化+密植"技术增产增效，智能化田间管理控制 室精准控制水肥配比……谈起新变化，刘启雷如数家珍。 高低不平的土地被整合成连片的良田，黑土地里埋上管道，韩立光驾驶着播种机在这片既熟悉又有些陌 生的土地上开始耕种。当年秋收，使用水肥一体化技术的地块，平均亩产从过去的1200斤提高到1600 斤，增产幅度超过30%。 玉米增产，老韩服气了："比自个儿种地强多了！现在，种地成了精细活。"增产又增收的韩立光，逢人 就夸新技术。 水肥一体化增产的秘诀是啥？ "在于时机准、效率高、管理 ...

证券研究报告 | 2025年05月06日 荃银高科（300087.SZ） 优于大市 2024 年报及 2025 一季报点评：毛利率下降，减值计提增加， 公司盈利承压 毛利率下降，减值计提增加，归母净利润同比下滑。公司 2024 年实现营业 收入 47.09 亿元，同比+14.77%，主要得益于订单粮食、种子业务收入 增长；实现归属于母公司所有者的净利润 1.14 亿元，同比-58.23%，盈 利下滑明显的原因一方面系公司主业毛利率下滑，另一方面系公司减值 计提增加，其中资产减值损失增加约 1.1 亿元，信用减值损失增加约 0.8 亿元。分季度来看，公司 2025Q1 实现营业收入 8.35 亿元，同比+24.13%， 主要得益于订单粮食及出口业务收入增长；实现归属于母公司所有者的 净利润 0.02 亿元，同比-87.62%，主要受种子业务毛利率下滑影响。 玉米种子量利齐增，水稻种子毛利率下降。2024 年公司水稻种子实现营业 收入 18.58 亿元，同比+5.67%，实现毛利 7.40 亿元，同比-1.73%，对 应毛利率为 39.81%，同比-3.00pct；玉米种子实现营业收入 5.89 亿元， 同比+2 ...

央视网消息：5月5日迎来立夏时节。立夏之后，气温升高，雨水明显增多，春天里播下的作物种子在此时节也相继出苗。农业农村部农情 调度显示，眼下全国春播进入高峰，目前东北地区已春播粮食近1亿亩，完成超两成。而夏季粮油的主要作物冬小麦目前进入灌浆期，夏粮进 入产量形成关键期。长江上中游冬油菜现在已经大面积收获。今年，全国冬油菜面积稳中有增，达1.1亿亩，丰收在望。 江西新余：早稻田管忙 无人机追肥保稳产 近日，江西新余市的53万多亩早稻栽插任务已结束，种植户和各基地正展开首轮田管作业，包括追肥、虫情监测等，确保5月上旬完成首 轮田间管理。 在新余市渝水区南安乡，种粮大户龚凌保通过农机服务平台调度了3台无人机，为自家的1300多亩水稻追肥。 接单的无人机操作员龚鑫是"00后"的新农人，今年7月他即将大学毕业。在校期间，龚鑫学的是计算机应用技术专业，课余时间他自学了 农业知识，参加了无人机操作员培训。大学最后一个学期，他来到南安乡的农机合作社实习，并决定扎根农村。南安乡是新余市的粮食主产区 之一，土地肥沃、灌溉便利。当地整合无人机等农机资源，形成联动机制，为水稻田间管理提供高效的机械化作业条件。 今年，新余市的早稻种植面 ...

Group 1: Agricultural Development in Qujing - Qujing, located in the eastern part of Yunnan, has a strong agricultural output, consistently ranking first in the province with an annual agricultural output value [1] - The Luliang Basin, known as the "granary of eastern Yunnan," is a major agricultural area with over 90,000 acres of vegetable cultivation planned for 2024, producing 2.45 million tons of various vegetables [2] - The unique artichoke, a trending vegetable, is part of Luliang's agricultural exploration, with local prices ranging from 15 to 20 yuan per kilogram, while retail prices in Shanghai can reach 60 yuan per kilogram [2][3] Group 2: Brand Development and High-Value Products - The Xuanwei ham, a premium product from Qujing, has become a billion-dollar industry, with a brand value of 10.284 billion yuan as of 2024 [4][5] - The Xuanwei ham industry has implemented a comprehensive industrial park to enhance production standards and product quality, resulting in over 100 new ham-related products by the end of 2024 [5] - The local government supports partnerships between companies and farmers to share the benefits of the ham industry, with an annual output value exceeding 11 billion yuan [5] Group 3: Digital Transformation and E-commerce - In 2024, rural online retail sales reached 2.65 trillion yuan, with agricultural live-streaming sales exceeding 800 billion yuan, indicating a significant shift towards digital sales channels [6] - Local influencer "Qujing Old Village Chief" has conducted over 100 live-streaming events, promoting more than 300 agricultural products and achieving sales of over 1 billion yuan annually [6][7] - Qujing's integration of traditional markets with live-streaming platforms is part of a broader strategy to enhance agricultural transformation and rural revitalization [7]

Group 1 - The core viewpoint highlights the positive outlook for summer grain and oil crops, with winter wheat entering the filling stage and winter rapeseed expected to yield well, as the area for winter rapeseed has increased to 11 million acres [1] - In Northeast China, spring sowing has commenced, with nearly 10 million acres of grain sown, completing over 20% of the target [3] - In Henan province, winter wheat is in a critical production phase, with farmers utilizing technology for irrigation and pest control to ensure a bountiful summer harvest [4][7] Group 2 - In Jiangsu province, wheat is entering the filling stage, requiring significant water, prompting local authorities to mobilize resources to provide irrigation [8][11] - In Guangxi, winter wheat trial fields are being harvested, transforming previously idle land into productive fields, with yields around 600 pounds per acre and additional income of over 800 yuan per acre [12][14] - In Shaanxi province, advanced technologies such as satellite navigation and smart irrigation systems are being employed to enhance corn planting efficiency, with plans to plant 1.6 million acres of corn this year [18][20]

近年来，民勤县深入实施"藏粮于地、藏粮于技"战略，打破镇村组行政区域界限，探索"碎地连成块、 小田变大田、经营权连片"的新路径，采用"拆坎并埂连成块、打破区划连成片、基础设施连成网"三大 措施，"整镇整村推进、集中连片打造"，建好管好高标准农田，将跑肥、跑水的低产田变成保肥、保水 的高产稳产田，持续放大"1+1>2"的叠加效应，真正让"粮地"变成"良田"，实现农田增量、农业增效、 农民增收。 中新网兰州5月6日电 (马爱彬)5月初，甘肃武威市民勤县苏武镇元台村高标准农田内，10余台北斗导航 农机正开展精准作业，在网格化田块间高效完成旋耕、播种、滴灌带铺设等联合作业。 甘肃武威市民勤县的高标准农田里，配备北斗导航系统的农机正有序开展播种作业。(资料图)张晓娇 摄 "通过土地整理，打通了田块间的沟渠路网，昔日小田变大田，村集体变身'种植大户'。"元台村党支部 书记马尚福近日接受采访表示，这不仅实现了'耕、种、管、收'一体化，还因减垄增地溢出了土地，从 而大大提高了土地的复种指数和产出效率。 马尚福说，打破传统田埂界限后，智能农机与规整田块的协同效能显著提升，日均播种效率同比提高 60%，土壤墒情传感器与智能水肥系 ...

农业是国民经济的基础，发挥着"稳定器""压舱石"作用，满足人民美好生活需要、实现高质量发 展、夯实国家安全基础，都离不开农业发展。今年以来，南京结合农业生产发展实际情况，统筹城乡融 合和产业融合，着力建设都市现代农业强市，全市农业生产形势稳定，畜牧蔬果稳定增长。 春耕备耕"向新向绿" "灌浆期是小麦生长的关键时期，此时小麦需要吸收大量的水分和养分，以支持籽粒的充实和发 育。"合作社理事长汪君伟告诉记者，今年合作社种植了2000多亩小麦，目前正通过无人机喷施叶面 肥、磷酸二氢钾、抗旱抗逆性药剂等，提高小麦灌浆质量，增加小麦产量。 "现在种地请人工较难，幸好有无人机等现代农业设备的帮助。"汪君伟表示，今年整个春耕备耕阶 段，合作社施肥、喷药全部采用无人机作业，一天可作业四五百亩，如果田块连片，无人机效率甚至能 实现一天千亩左右。据悉，淳南合作社现有农机装备40余台（套），农机手12人，植保服务日作业能 力5000亩，除自家合作社之外，还服务周边农户3万多亩农田。 眼下，高淳区淳南农业专业合作社的2000多亩小麦陆续进入灌浆期，合作社正在进行新一轮无人 机精准施药，为这场关乎产量的生长冲刺保驾护航。 六合区圩里农地 ...

当前，河南8500多万亩小麦陆续进入扬花期和灌浆期，正处于产量形成的关键阶段。 央广网北京5月6日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，立夏时节，各粮 食主产区播种、田间管理工作有序进行，稳固丰产丰收基础。 河南省农业农村厅日前印发了4万张小麦赤霉病、条锈病宣传挂图，并派出18个小麦生产专家指导 组下沉一线，落实小麦生产关键技术措施，为夏粮丰产丰收奠定基础。 在洛阳伊川县，旱情使农业生产受到不同程度的影响。当地通过引水灌溉，3月以来累计引水超过 5000万立方米。 在新余市渝水区南安乡，当地整合无人机等农机资源，形成联动机制，为水稻田间管理提供了高效 的机械化作业条件。 新余市渝水区南安乡政府干部熊笑笑：我们整合8个村15家合作社的农机资源，为全乡3.8万亩早稻 提供田间管理服务，同时还有虫情测报等数据为农户实时共享，以科技力量保障粮食产量。 作为国家级玉米制种基地，吉林白城洮南市今年落实制种面积预计达2.8万亩。在车力乡玉米制种 专业合作社成员张红光家的玉米制种田里，多台覆膜播种一体机正在穿梭作业，高效而精准地完成每一 道播种工序。今年，当地全面推广"小垄双行、膜下滴灌、水肥一体化、全程机 ...