Core Viewpoint - The Ministry of Agriculture and Rural Affairs emphasizes the importance of stabilizing the production and supply of key agricultural products to support the continuous recovery of the economy [1] Group 1: Agricultural Production and Supply - The Ministry is focused on ensuring the production of summer grain and has established a rapid response mechanism for drought and disaster situations [1] - Efforts will be made to implement measures for stabilizing and increasing production ahead of the critical summer harvest period [1] Group 2: Market Analysis and Risk Management - There will be an enhancement in the analysis and monitoring of the market for key agricultural products, along with strengthened regulatory measures to stabilize market expectations [1] - The Ministry aims to prevent and mitigate risks in the agricultural sector by conducting safety inspections in key areas such as fishing vessels and agricultural machinery [1]

板块方面，近20个交易日涨幅前五的板块为：种植业林业涨6.18%、美容护理涨5.76%、零售涨5.69%、 贵金属涨3.37%、农产品(000061)加工涨4.44%；跌幅前五的板块为：光伏跌12.25%、医疗服务跌 10.23%、元件跌9.67%、其他电源设备跌9.4%、通信服务跌8.54%。 格隆汇4月30日｜今日A股4月收官，三大指数月线集体收跌，K线均为长下影阴线，其中，上证指数跌 1.7%报3279点，深证成指跌5.75%报9899点，创业板指跌7.4%报1948点。 个股方面，4月涨幅前五的个股为：信凯科技涨183.28%、泰禾股份涨161.34%、联合化学涨159.09%、 首航新能涨137.03%、肯特催化涨136.07%；同期，跌幅前五的个股为：*ST吉药跌77.66%、东方通 (300379)跌73.02%、普利退跌71.89%、*ST汇科跌65.37%、*ST鹏博跌59.74%。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考 ...

Group 1 - The core viewpoint emphasizes the implementation of policies to enhance agricultural productivity and ensure food security in Guangxi, aligning with national directives on rural revitalization [1] Group 2 - Continuous enhancement of grain and important agricultural product supply capabilities is prioritized, with a target to stabilize total grain production at approximately 14.1 million tons [2] - A multi-faceted food supply system is being constructed, ensuring the breeding stock of sows remains stable at around 2.1 million heads [3] - Strengthening farmland protection and quality improvement through strict management and monitoring of farmland usage [4] Group 3 - Agricultural technology collaboration is being promoted, focusing on smart agriculture and digital supply chain advancements [4] - Disaster risk monitoring and agricultural emergency response capabilities are being enhanced to mitigate agricultural losses [5] Group 4 - Efforts to consolidate and expand poverty alleviation achievements include a focus on employment stability for over 2.68 million people [5] - Establishing a layered and categorized assistance system to prevent poverty recurrence and support low-income rural populations [6] Group 5 - Development of modern characteristic rural industries is being pursued, with initiatives to upgrade agricultural product processing and promote e-commerce [6] - Integration of rural culture and tourism is emphasized, with plans for eco-tourism and seasonal travel routes [7] Group 6 - Channels for increasing farmers' income are being broadened, supporting stable partnerships between farmers and enterprises [7] - A focus on enhancing rural infrastructure, including water supply and transportation systems, is underway [8] Group 7 - Improvement of basic public services in rural areas is prioritized, including education and healthcare enhancements [9] - Environmental governance in rural areas is being strengthened, targeting pollution control and waste management [10] Group 8 - Strengthening rural governance systems through enhanced party organization and community engagement is a key focus [11] - Reducing bureaucratic burdens on grassroots organizations to improve efficiency and responsiveness [12] Group 9 - Mechanisms for ensuring the sustainable management of rural resources and assets are being established [14] - Innovative financing mechanisms for rural revitalization projects are being developed, including support for agricultural insurance and credit systems [15]

Core Points - The meeting focused on drought conditions and water supply assurance in key wheat-producing areas in northern and southwestern China [1][2] - National average rainfall has decreased by 11% since March, with northern regions experiencing nearly a 30% reduction [1] - The drought situation is expected to persist, impacting the critical growth stages of winter wheat [1] Group 1 - The Ministry of Water Resources emphasizes the importance of drought prevention and water supply assurance as a key focus of disaster reduction efforts [1] - The goal is to ensure safe drinking water for urban and rural residents, as well as water for large-scale livestock and timely irrigation for crops [1][2] - A precise approach is required, including targeted measures and responsibilities to ensure effective drought response [1] Group 2 - Continuous monitoring of rainfall, water conditions, soil moisture, agricultural conditions, and existing water resources is essential for decision-making [2] - Implementation of the "3+1" standardization model for rural water supply to ensure no household is overlooked in drought-affected areas [2] - Precise scheduling of water releases from reservoirs and rivers is necessary to meet irrigation needs in drought-stricken areas [2]

因为爱情，她走进了神奇的"蘑"力世界，从农业"小白"变成了种菇行家。她用跨界和创新为小小的蘑 菇打造了一个三产融合的"新王国"。本期《科创Z世代》"上海创新创业青年50人论坛专辑"迎来了又 一位新朋友，一起去看看当Z世代成为新农人，还有哪些你想不到的新花样。 ...

农林牧渔/种植业 隆平高科（000998.SZ） 巴西玉米行业低迷致业绩承压，国内种子表现稳健 2025 年 04 月 29 日 《稻种量价齐增支撑业绩，瘦身健体 助力高质量发展—公司信息更新报 告》-2024.11.1 《稻种业绩高速增长，瘦身健体进展 顺利—公司信息更新报告》-2024.8.31 《玉米及水稻种子表现亮眼，种业龙 头困境反转—公司信息更新报告》 -2024.5.2 投资评级：买入（维持） | 日期 | 2025/4/29 | | --- | --- | | 当前股价(元) | 10.12 | | 一年最高最低(元) | 12.99/8.96 | | 总市值(亿元) | 133.28 | | 流通市值(亿元) | 133.08 | | 总股本(亿股) | 13.17 | | 流通股本(亿股) | 13.15 | | 近 3 个月换手率(%) | 155.16 | 股价走势图 数据来源：聚源 -30% -20% -10% 0% 10% 20% 2024-04 2024-08 2024-12 2025-04 隆平高科 沪深300 相关研究报告 陈雪丽（分析师） 朱本伦（联系人） chenxuel ...

农林牧渔/种植业 苏垦农发（601952.SH） 粮价下行致销售规模收缩，期待粮价回升改善业绩 2025 年 04 月 29 日 投资评级：买入（维持） | 日期 | 2025/4/28 | | --- | --- | | 当前股价(元) | 9.87 | | 一年最高最低(元) | 12.48/8.73 | | 总市值(亿元) | 136.01 | | 流通市值(亿元) | 136.01 | | 总股本(亿股) | 13.78 | | 流通股本(亿股) | 13.78 | | 近 3 个月换手率(%) | 69.93 | 股价走势图 数据来源：聚源 -16% -8% 0% 8% 16% 24% 2024-04 2024-08 2024-12 苏垦农发 沪深300 相关研究报告 《麦价下跌致业绩承压，期待市场回 暖后业绩修复—公司信息更新报告》 -2024.10.30 《成本下降扩大盈利空间，稻种销售 表 现 靓 丽 — 公 司 信 息 更 新 报 告 》 -2024.8.22 陈雪丽（分析师） 朱本伦（联系人） chenxueli@kysec.cn zhubenlun@kysec.cn 证书编号：S0790 ...

农林牧渔/种植业 苏垦农发（601952.SH） 粮价下行致销售规模收缩，期待粮价回升改善业绩 2025 年 04 月 29 日 投资评级：买入（维持） | 日期 | 2025/4/28 | | --- | --- | | 当前股价(元) | 9.87 | | 一年最高最低(元) | 12.48/8.73 | | 总市值(亿元) | 136.01 | | 流通市值(亿元) | 136.01 | | 总股本(亿股) | 13.78 | | 流通股本(亿股) | 13.78 | | 近 3 个月换手率(%) | 69.93 | 股价走势图 数据来源：聚源 -16% -8% 0% 8% 16% 24% 2024-04 2024-08 2024-12 苏垦农发 沪深300 相关研究报告 《麦价下跌致业绩承压，期待市场回 暖后业绩修复—公司信息更新报告》 -2024.10.30 《成本下降扩大盈利空间，稻种销售 表 现 靓 丽 — 公 司 信 息 更 新 报 告 》 -2024.8.22 陈雪丽（分析师） 朱本伦（联系人） chenxueli@kysec.cn zhubenlun@kysec.cn 证书编号：S0790 ...

"北方冬麦区大部降水接近常年或偏多，利于补充土壤水分和缓和旱情，气象条件总体利于冬小麦 产量形成。"黄卓说，长江流域油菜产区气温偏高，降水正常或偏少，有利于油菜灌浆成熟和收获晾 晒；西南地区南部油菜陆续成熟，需防范阶段性阴雨天气影响收晒，以防籽粒霉变。 需要注意的是，江淮、江汉、江南、华南东部等地温度高降雨少，部分地区可能出现农业干旱和用 水紧张；5月中下旬黄淮南部、江淮、江汉温度高降雨少，出现阶段性农业干旱和干热风天气风险较 高。 国家气候中心副主任肖潺说，目前，华南西部、西南地区东南部等地仍存在中旱及以上等级气象干 旱，广西局地特旱。 中国气象局统计显示，4月下旬南方多地频繁降水，一定程度上缓和了华南东部等地气象干旱，华 南中旱及以上等级气象干旱面积由4月19日的37万平方公里减少到4月27日的22.6万平方公里，同期特旱 面积由22.6万平方公里下降到8.7万平方公里。 新华社北京4月28日电 新闻分析：近期天气对春耕春种影响几何？ 新华社记者 刘诗平 5月，我国夏收粮油作物将进入产量形成关键期，东北地区将大面积开展春播。近期天气将对春耕 春播和作物生长带来哪些影响？ 国家气象中心副主任黄卓28日在中国 ...