01 主题： 道明光学经营交流会 时间：8月25日（周一）16:00 嘉宾：董事会秘书 钱总 技术总监 王总 主持 ：王亮 院长助理&化工首席分析师 王海涛 化工分析师 参会密码： 038050 02 主 题： 凯普生物2025年半年报业绩交流会 时间： 8月26日（周二）10 : 00 嘉宾：首席科学家 谢总 主持：程晓东 农业首席分析师 董事会秘书 陈总 财务总监 李总 主持 ：谭紫媚 医药首席分析师 李啸岩 医药分析师 参会密码：680176 03 主 题： 传媒行业投资观点更新 时间： 8月27日（周三）20 : 00 主讲：郑磊 传媒首席分析师 参会密码： 946297 04 主题：登海种业半年报解读电话会议 时间： 8月28日（周四）09 : 30 嘉宾：副总经理&董事会秘书 原总 参会密码：721739 05 主题： 再谈汽车零部件的人形机器人时刻 时间： 8月28日（周四）19 : 00 主讲：刘虹辰 汽车首席分析师 参会密码： 022047 06 主题：电子行业9月投资观点 时间： 8月29日（周五）15 : 00 主讲： 张世杰 电子首席分析师 参会密码： 397916 07 主题： 行业 ...

Investment Rating - The report maintains a "Buy" rating for the agriculture, forestry, animal husbandry, and fishery sector [4] Core Viewpoints - The report indicates that the destocking phase for live pigs is nearing its end, with a focus on the effects of a new round of pork reserves [1] - The report highlights a recent decline in pork prices, with the average price for live pigs at 13.75 yuan/kg, down 0.07% week-on-week, and a significant drop in the price of piglets by 3.78% to 27.78 yuan/kg [1][22] - The report notes an increase in the average weight of slaughtered pigs, which is expected to stabilize prices as the government resumes pork reserves to boost market sentiment [1][22] Summary by Sections 1. Market Overview - The agriculture, forestry, animal husbandry, and fishery sector underperformed compared to the broader market, with the sector index rising by 3.72% while the Shanghai Composite Index rose by 3.49% [13] - The report provides a detailed performance breakdown of sub-sectors, with livestock farming showing a 4.31% increase [13] 2. Key Data Tracking 2.1 Live Pigs - The average weight of slaughtered pigs is reported at 127.98 kg, showing a slight increase of 0.16 kg week-on-week [22] - The national frozen meat storage capacity rate is at 14.77%, up 0.1 percentage points [22] 2.2 White Feather Broilers - The price of white feather broilers increased to 7.33 yuan/kg, up 1.81% week-on-week, while chick prices remained stable at 3.58 yuan each [31] 2.3 Yellow Feather Broilers - The price of medium-speed chickens rose to 6.34 yuan/jin, reflecting a 4.97% increase, driven by rising demand post-typhoon [40] 2.4 Feed Sector - The report notes a decline in the prices of corn, wheat, and soybean meal, with corn averaging 2373.53 yuan/ton, down 0.86% week-on-week [2][45] 2.5 Major Agricultural Products - The price of natural rubber fell to 15640 yuan/ton, down 0.89% week-on-week, with inventory levels decreasing slightly [60] 3. Investment Recommendations - The report recommends focusing on the pig farming sector, suggesting that the long-term profitability cycle is beginning to improve, with specific companies highlighted for investment: Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, and Shennong Group [3] - It also suggests monitoring the feed and animal health sectors, particularly companies like Haida Group and Ruipu Biological, as demand is expected to rise [3] - In the planting chain, the report identifies investment opportunities in companies such as Suqian Agricultural Development and Beidahuang Group due to favorable grain price trends [3]

8月21日至23日，全国人大常委会副委员长武维华率全国人大常委会调研组和中科院专家组到黑龙江 省，就大豆单产提升工作开展专题调研。在黑龙江省期间，调研组一行深入中国农大北大荒（友谊）大 豆单产提升基地、北大荒友谊农场五区大豆田、佳木斯市田友种业等，实地查看大豆单产提升科研、种 植、新品种研发等情况。武维华指出，要提高政治站位，深刻认识巩固大豆扩种成果、提升大豆产能和 自给率的重要性，遵循现代化大农业的发展方向和实际要求，为保障粮食等重要农产品稳定安全供给提 供有力支撑。武维华强调，黑龙江是我国重要的大豆产区，要坚决扛牢扛稳粮食安全政治责任，充分发 挥区域资源禀赋优势，坚持良田、良种、良机、良法融合，全面提升粮油作物大面积均衡增产。要强化 政策支持，扎实推进"藏粮于地、藏粮于技"，打造具有地方特色的农业品牌，促进油料产业高质量发 展。（黑龙江日报） ...

央视网消息：秋粮产量占全年粮食产量的四分之三，要完成2025年粮食产量1.4万亿斤左右的目标任务关键看秋粮。处暑已至， 秋粮正值产量形成关键期，主产区分类施策、加强田管，全力夺取秋粮好收成。 2025年，全国秋粮面积比上年稳中略增。眼下，秋粮作物正陆续抽穗灌浆，正是实施"一喷多促"稳产增产技术的关键窗口期。中央 财政已安排农业生产防灾救灾资金11.46亿元，支持实施秋粮作物"一喷多促"。 江西南昌190多万亩晚稻长势良好。当地组织农业技术服务小分队下沉田间，指导农民开展"一喷多促"。在专家指导下，石埠镇种粮 大户周聪将叶面肥、生长调节剂、杀虫杀菌剂按比例混合后，启动植保无人机喷洒，让30亩晚稻在高温季节吃上"营养套餐"。 这两天，黑龙江青冈县10万亩鲜食玉米陆续成熟。2025年，当地引入了新型国产鲜食玉米茎穗兼收机，在采收玉米棒的同时，余下 的玉米茎秆和叶片被均匀粉碎并抛撒到运输车辆中，大大提高了效率。 农业农村部最新农情调度显示，当前，受降雨偏多等不利因素影响，秋粮重大病虫害发生重于上年，监测防控任务仍较为艰巨。 山东6000多万亩秋粮正值籽粒增重"黄金期"，也是病虫害防控"窗口期"。在武城县，当地协调40 ...

黑龙江黑河："一喷多促"助力秋粮稳产丰收【5】 黑龙江黑河："一喷多促"助力秋粮稳产丰收【3】 黑龙江黑河："一喷多促"助力秋粮稳产丰收【4】 黑龙江黑河："一喷多促"助力秋粮稳产丰收 黑龙江黑河："一喷多促"助力秋粮稳产丰收【2】 ...

我国有悠久的轮作种植传统，经历了"迁徙式—轮歇式—季节式"演进，体现出"用养结合、地力常新"的 农耕智慧。原始社会由迁徙不定的生荒耕作到相对定居的熟荒耕作，在此过程中形成了游耕制，其本质 是周期掠夺性的"迁徙式"休耕。商周时期"石器锄耕"、春秋时期"铁犁牛耕"形成的"菑新畬"与"田莱 制"，其本质是耕种地与撂荒地间周期计划性的"轮歇式"休耕。此后，在整个封建社会形成了相对稳固 的封闭式小农经济模式，实践中形成经验驱动的"季节式"休耕、"刀耕火种"式的"撂荒式"休耕。 近年来，我国耕地保护力度持续加强，高标准农田建设稳步推进，农业绿色发展水平显著提升。然而， 耕地的高强度、超负荷利用，一定程度上加剧了土壤有机质流失、生物多样性下降，导致土壤退化问题 突出。2016年起，我国在部分地区探索实行耕地轮作休耕制度试点，取得显著成效。耕地轮作休耕是落 实"藏粮于地"战略的重要举措。今年4月，中共中央、国务院印发《加快建设农业强国规划（2024— 2035年）》，强调"健全耕地轮作休耕制度，加强受污染耕地治理和安全利用"。强化耕地质量保护与提 升，推动轮作休耕实现用养结合，将为保障国家粮食安全、建设农业强国提供重要支撑。 ...

央视网消息：春雨惊春清谷天，夏满芒夏暑相连。秋处露秋寒霜降，冬雪雪冬小大寒。8月23日是农历二十四节气中的第14个节气，也是 秋季的第2个节气——处暑。 《月令七十二候集解》中说：处，止也。暑气至此而止矣。三伏天已过，北方天气渐渐转凉，南方预计还会再热一段时间。宋代诗人苏泂有诗 云：处暑无三日，新凉直万金。 处暑满地黄 家家修廪仓 处暑节气有三候，一候鹰乃祭鸟，二候天地始肃，三候禾乃登。老鹰感应到秋季天地间的肃杀之气，开始捕猎鸟类，并像陈列祭祀一样，把捕 到的猎物摆放在地上。 "禾乃登"则寓意着丰收，各类农作物也到了成熟和收获的关键时期。农业谚语说：处暑满地黄，家家修廪仓。 中稻+再生稻"一种两收" 头季迎来丰收 在四川泸州泸县的国家现代农业产业园——方洞核心区，水稻近期迎来丰收。这里也是采用中稻+再生稻"一种两收"模式，进行头季收割最早 的地区之一。一台台收割机开足马力，高效运行，农机特别选用了39厘米折叠履带，最大限度保护稻桩，为再生稻生长留足空间。 在合江县白米镇的壬河农机专业合作社，稻谷运输用上了无人机。无人机配备智能避障系统，每趟可载重40至60公斤。泸州20254年水稻种植 面积超过200万亩，科 ...

Group 1 - Japan experienced record high temperatures this summer, with the national average temperature in July being 2.89 degrees Celsius higher than the historical average, marking the highest since records began in 1898 [3] - The extreme heat has led to "heat inflation," significantly increasing the prices of essential goods such as vegetables, meat, and eggs, with tomato prices reaching approximately 40 RMB per kilogram and carrot prices around 28 RMB per kilogram, both up nearly 20% compared to the previous year [5] - The core Consumer Price Index (CPI) in Japan rose by 3.1% in July, marking the eighth consecutive month of inflation above 3%, with estimates suggesting that households may see monthly expenses increase by up to 25,000 yen (approximately 1,200 RMB) due to the heat [7] Group 2 - The heatwave has been described by media as "disaster-level heat," with Gunma Prefecture recording a historical high of 41.8 degrees Celsius in August [3] - The wholesale price of pork reached a historical high of approximately 46 RMB per kilogram in July, although it has slightly decreased recently [5] - Experts predict that the ongoing high temperatures and reduced agricultural yields may further drive up prices, exacerbating the financial burden on Japanese households [7]

中新网崇左8月22日电 题：广西崇左阳光下的"绿色银行"：板上"生电"板下"生金" "农光互补"妙在"一地两用"。光伏板吸光变电；板下阴凉，反成了五指毛桃的"避暑胜地"。 图为广西崇左市江州镇五指毛桃基地。崇左江州区融媒体中心供图 图为驻村第一书记向基地负责人了解五指毛桃种植情况。崇左江州区融媒体中心供图 谁能想到这片"农光互补"五指毛桃基地，两年前还是一片撂荒的石砾地，如今，它成了乡亲们口中 的"绿色银行"。一块地，两份收成，照亮了振兴路。 板上"生电"板下"生金" "农光互补"五指毛桃基地负责人梁宗彩指着光伏"蓝海"和脚下的翠绿"地毯"，掰起手指算账："头顶 的'板板'发电，是稳当收入。板下的宝贝疙瘩——五指毛桃，才是真金白银。按市价，一吨6000块，一 亩地产值1.5万元。等3000多亩全投产，总产值可达5500万元！"他盘算着把五指毛桃扩种到5000亩。 作者 陆华勇 潘宜其 阮泰然 初秋清晨，阳光穿过层叠的光伏板，将广西崇左市江州镇板崇村后山的坡地"镀上"金色，光伏板下却是 一片盎然生机：五指毛桃舒展着"五爪"叶片，空气中浮动着椰香，天冬、百步从行间探头，为3722亩 的"光伏海洋"绣上绿边。 烈日 ...

Group 1 - The arrival of the "Chushu" season signifies the transition from summer to autumn, bringing cooler weather and a change in the landscape [1] - During this period, agricultural activities are in full swing, with local farmers in Jiangxi Province actively harvesting crops like "Xicao" [6] - The pepper harvest in Yuqing County, Guizhou Province, is also notable, with locals taking advantage of favorable weather to dry the abundant red peppers [8] Group 2 - The fishing industry experiences a peak during the "Chushu" season, with fishermen in Xiamen celebrating the opening of the fishing season, hoping for good fortune and a bountiful catch [11] - Coastal fishermen in Hainan Province are also seeing significant catches, with boats returning to port filled with fresh seafood, enhancing the local economy [14] - The natural beauty of the season attracts tourists, as seen in the Danyang Mountain Forest Park in Guangxi, where the scenery is described as dreamlike [13]