多年来，我国农业发展取得显著成绩，但仍面临人多地少等现实条件制约，以及一些乡村产业小散弱、 农业增效和农民增收后劲不足等问题。 近期，随着天气回暖，位于甘肃、青海交界处的祁连山草原迎来一场盛大的"返乡潮"。这些年，每到10 月，这一带的牧民就将牛羊赶到周边农区，租借收完作物的秸秆地用于接羔育肥，第二年3月再返回高 山草原。 看上去颇费周折，其实这是一笔多赢的买卖。牧民为冬季的牛羊找到了稳定的饲料供应地；农户挣了笔 租地款，还节省了秸秆处理费。草原上的植被也获得休养生息的机会，生态效益显著。 草畜矛盾，秸秆处置，放到一时一地，可能都是不太容易解决的问题。但通过"借牧"这一经营模式的创 新，实现种养结合，两方面的问题都迎刃而解。 这启示我们，更好解决农业农村发展面临的各种矛盾和问题，要放宽视野，大胆创新，促进要素资源在 更大范围内顺畅流动和高效配置，不断提高农业创新力、竞争力、全要素生产率。 解决好这些问题，要靠改革创新。其中，经营组织模式的创新是重要方面。前不久印发的《加快建设农 业强国规划（2024—2035年）》，就提出要"全环节完善现代农业经营体系，促进小农户和现代农业发 展有机衔接"。 良好的经营带动模 ...

今年以来，呼伦贝尔市在消费市场、对外贸易、口岸经济领域多点开花，以创新举措和扎实行动推 动经济高质量发展，呈现出强劲的发展活力与潜力。 4月下旬，2025年呼伦贝尔市春季大型车展在新区体育场火热举行，吸引了众多市民前来观展、购 车。近30个汽车品牌、150余台展车亮相，全方位满足市民购车需求。车展期间，汽车置换与报废更新 补贴政策同步落地，家电"以旧换新"活动也在协同开展，有力刺激了消费市场。 今年，呼伦贝尔市以"提振消费年"为引领，从供给、需求、政策端协同施策，制定消费促进方案， 串联迎新、红春、绿夏、金秋、银冬5个消费季开展消费促进活动。一季度，围绕节庆与产业特色，组 织150场促消费活动，在汽车、百货、餐饮等领域发放约2000万元消费券，带动消费约1.5亿元。 呼伦贝尔市立足国家向北开放重要桥头堡战略定位，以8个国家级口岸为依托，构建起以满洲里口 岸为龙头，四大陆路口岸为两翼，海拉尔航空港为中心的全方位对外开放格局。 消费促进成效显著，截至目前，汽车更新补贴申请3928辆，3398辆已完成发放；家装厨卫"焕新"活 动吸引89家企业参与，销售额达1793.74万元，消费活力持续释放。 在消费市场蓬勃发展的 ...

Core Viewpoint - The performance of A-share listed companies in Henan province for 2024 shows significant growth in both revenue and net profit, indicating a resilient and high-quality economic performance despite a complex economic environment [1][2]. Group 1: Financial Performance - In 2024, Henan A-share listed companies achieved a total operating revenue of 1,055.73 billion yuan, representing a year-on-year growth of 6.01% [1]. - The net profit attributable to shareholders reached 72.08 billion yuan, with a remarkable year-on-year increase of 31.91% [1]. - A total of 20 companies in Henan reported operating revenues exceeding 10 billion yuan, with Luoyang Molybdenum and Muyuan Foods leading the list with revenues of 213.03 billion yuan and 100 billion yuan respectively [3]. Group 2: Resilience and Confidence - The resilience of Henan companies is highlighted by 87 out of 111 listed companies being profitable, with 56 companies reporting net profits exceeding 100 million yuan [3]. - In 2024, 82 companies implemented cash dividends totaling 41.69 billion yuan, a significant increase from the previous year, reflecting improved profitability and cash flow management [4]. - The increase in dividend frequency, including quarterly dividends from several companies, demonstrates a commitment to investor returns and enhances confidence in the region's A-share companies [4]. Group 3: Innovation and Growth - The rise of emerging industries has opened new opportunities for Henan A-share companies, with a strong focus on research and development (R&D) driving growth [5]. - Thirteen companies reported R&D expenses exceeding 10% of their operating revenue, with notable investments from companies like AVIC Optoelectronics and Yutong [5]. - Policies supporting technological innovation and manufacturing, including tax reductions and refunds totaling 63.07 billion yuan, have further facilitated R&D efforts, particularly benefiting private enterprises [5].

公司截至2025年3月31日，*ST天山摊薄每股收益为-0.02元，在已披露的同业公司中排名第18。 2025年4月29日，*ST天山(300313.SZ)发布2025年一季报。 公司截至2025年3月31日，*ST天山营业总收入为2464.85万元，在已披露的同业公司中排名第21。截至2025年3月31日，*ST天山归母净利润为-495.92万元， 在已披露的同业公司中排名第16。截至2025年3月31日，*ST天山经营活动现金净流入为-714.59万元，在已披露的同业公司中排名第17，较去年同报告期经 营活动现金净流入减少1257.07万元，同比较去年同期下降231.73%。 公司截至2025年3月31日，*ST天山最新资产负债率为99.62%，在已披露的同业公司中排名第21，较上季度资产负债率增加1.91个百分点，较去年同期资产负 债率增加20.48个百分点。 公司截至2025年3月31日，*ST天山最新毛利率为11.43%，在已披露的同业公司中排名第14。 公司截至2025年3月31日，*ST天山最新总资产周转率为0.10次，在已披露的同业公司中排名第18。截至2025年3月31日，*ST天山最新存货 ...

Core Viewpoint - The article emphasizes the importance of boosting domestic demand and investment in Henan province to ensure economic recovery and growth, particularly in the second quarter of 2025. Domestic Demand and Consumption - Henan province is implementing a special action plan to boost consumption, focusing on enhancing consumer capacity, expanding product consumption, and improving service quality through eight major actions [1] - The plan aims to address barriers to consumption by promoting high-quality employment, increasing residents' income, and improving the overall consumption environment [1] - The province has allocated 1.5 billion yuan for the "Lego Henan" consumption voucher program to stimulate consumer spending [10] Infrastructure Investment - The provincial government has introduced 14 measures to enhance infrastructure investment, covering the entire lifecycle of infrastructure projects [2] - Key strategies include concentrated project oversight, expedited preliminary work, and strengthened support for major projects [3] Support for Enterprises - The government is expanding its support for key enterprises, increasing the number of companies receiving assistance from 1,500 to 15,000 [4] - Measures include helping enterprises secure orders, reduce costs, and transition to new business models [5] - Financial support will be provided to enterprises with significant revenue growth, with a one-time subsidy of 100,000 yuan for those achieving a 10% increase in revenue [7] Agricultural Production - The second quarter is critical for summer grain production, with efforts focused on managing wheat during its critical growth phase [8] - The province is also enhancing livestock production capabilities and supporting farmers through various policies [9] Foreign Trade - Henan's foreign trade saw a total import and export value of 204.26 billion yuan in the first three months of the year, with a year-on-year growth of 28% [11] - The government plans to stabilize foreign trade through policy support, market expansion, and assistance for enterprises facing challenges [11]

【市场动态】 1、4月29日，生猪注册仓单705手； 另存为PDF 生猪日报 | 2025-04-30 【期价震荡调整】 2、LH2505合约以期现回归、交割博弈为主，远月合约受后续出栏有望增加影响 偏弱运行； 3、主力合约（LH2509）今日减仓421手，持仓约7.29万手，最高价14130元/ 吨，最低价13910元/吨，收盘于13930元/吨。 【基本面分析】 1、能繁母猪存栏量看，3-12月生猪供应量有望逐月增加，但幅度有限。仔猪数 据看，2025年二三季度生猪出栏量整体震荡增加；需求端来看，上半年较下半 年相比属需求淡季，下半年属需求旺季； 2、 从历史情况和现下基本面来看，肥标差仍有回落空间； 3、市场多空逻辑： 空头：①养殖端尚未进行降重，实则利空后市；②后续出栏 量有望持续增加；③二三季度尚未到消费旺季，需求对猪价的支撑有限；多 头：①屠企入库尚未结束能给猪价以支撑；②现货价格坚挺，说明供需不像空 头想的那么宽松；③后续出栏虽有增量但幅度有限，且三四季度逐渐进入生猪 消费旺季；④玉米豆粕涨价可能抬升生猪养殖成本。 【策略建议】 1、观点：短期猪价或震荡，中长期来看猪价或仍有新低可能； 2、核心 ...

来源：央广网 4月28日，吉豫两省农业合作对接推介活动在河南省郑州市召开，活动为期2天。吉林省副省长郭灵计、 河南省副省长李酌出席活动并讲话。吉林省畜牧业管理局组织省内10家重点畜牧企业参会，促成两省7 家企业（政府）达成4项合作意向协议，标志着吉豫两省畜牧业协同发展迈出实质性第一步。 对接推介会上，双方畜牧行业参会代表围绕"秸秆变肉暨千万头肉牛工程"、梅花鹿产品研发及销售、冷 链物流体系构建等议题展开深入交流。吉林作为国家重要商品粮基地和优质畜产品供应基地，正加速推 进"千万头肉牛工程"和千亿级梅花鹿产业，期待与河南在食品加工、市场渠道等领域形成优势互补。河 南作为食品工业大省，拥有双汇、牧原等龙头企业，与吉林在生猪屠宰加工、肉牛产业化等方面合作空 间广阔。同时，河南省成熟的食品加工经验和立足中原地区的销售渠道也可以应用到梅花鹿产业中，助 力产业发展。 此次跨省联动不仅构建起"北畜南销、南技北引"的产业协作新范式，更通过商会纽带建立起长效对接机 制。下一步，吉林省畜牧业管理局将建立专项工作推进机制，推动意向协议转化为落地项目，共同打造 贯穿养殖、加工、流通的全产业链合作模式。（吉林省畜牧业管理局） 经过精准 ...

Core Viewpoint - TianKang Biological has reported significant growth in revenue and net profit for the year 2024, indicating strong performance in the agricultural biotechnology sector [1][3]. Financial Performance - The company achieved a total revenue of 17.176 billion yuan and a net profit attributable to shareholders of 605 million yuan, marking a year-on-year increase of 144.38% [1]. - The basic earnings per share stood at 0.44 yuan [1]. - The company plans to distribute a cash dividend of 2.20 yuan per 10 shares, totaling 300 million yuan [2]. Business Operations - TianKang Biological aims to become a leading health farming service provider and safe food supplier in China, covering the entire industry chain from breeding to processing [2]. - The company operates over 30 feed production enterprises nationwide and ranks among the top 20 in China's feed industry [2]. - In the veterinary biological products sector, it is recognized as a key production enterprise for various vaccines, including foot-and-mouth disease and avian influenza [2]. Research and Development - The company has increased its R&D investment, with over 15% of its biological pharmaceutical sales revenue allocated to product development and technological innovation [3]. - It has developed significant vaccines, including a pioneering swine fever vaccine and a brucellosis vaccine, contributing to disease control in livestock [3]. Segment Performance - In the swine breeding segment, the company reported an output of 3.0285 million pigs, a year-on-year increase of 7.55%, with sales revenue of 6.157 billion yuan [3]. - The feed segment saw a slight increase in sales volume to 2.8283 million tons, but revenue decreased by 17.67% [4]. - The veterinary medicine segment generated 999 million yuan in revenue, with vaccine sales increasing by 18.44% [4]. Future Goals - For 2025, TianKang Biological targets a revenue of 21 billion yuan, with specific goals for feed production, animal vaccines, and pig output [4]. - The company aims to enhance its core competencies in the livestock industry, providing comprehensive solutions to improve farming efficiency and achieve mutual growth with clients [4].

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 Viewpoint - The overall performance of A-share listed companies in 2024 remains stable, with a majority reporting profits despite a slight decline in total revenue and net profit compared to the previous year [1][2]. Group 1: Financial Performance - As of April 29, 2024, 75.49% of A-share companies reported profits, with 3961 out of 5274 companies achieving profitability [1]. - Total revenue for A-share companies reached 69.77 trillion yuan, a decrease of 0.35% year-on-year, while net profit was 5.23 trillion yuan, down 0.81% from the previous year [1]. - Approximately 2986 companies reported revenue growth, accounting for 57% of those that disclosed annual reports, with 215 companies experiencing revenue increases exceeding 50% [1][2]. Group 2: Industry Performance - In 2024, 13 out of 31 primary industries saw year-on-year revenue growth, with non-bank financials, automotive, and electronics leading the way with growth rates of 16.06%, 13.15%, and 9.32% respectively [3]. - The agriculture, forestry, animal husbandry, and fishery sector saw significant profit increases, with companies like Muyuan Foods and Wens Foodstuffs turning losses into profits, reporting net profits of 178.81 billion yuan and 92.30 billion yuan respectively [3]. Group 3: Research and Development Investment - A-share companies increased their R&D investments, totaling 1.55 trillion yuan in 2024, a 1.6% increase year-on-year [4]. - BYD led in R&D spending with 531.95 billion yuan, marking a 34.42% increase from the previous year [4]. Group 4: Top Companies - The top three companies by revenue in 2024 were Sinopec with 30,745.62 billion yuan, PetroChina with 29,379.81 billion yuan, and China State Construction with 21,871.48 billion yuan [2]. - The banking and insurance sectors dominated profitability, with the top ten companies by net profit including four major state-owned banks, led by Industrial and Commercial Bank of China at 365.86 billion yuan [2].