央视网消息（新闻联播）：春耕春管时节，各地因地制宜高效有序推进各项工作，为粮食丰收打下坚实基础。 各地冬小麦进入田管关键期。河北3300多万亩冬小麦开始拔节。在邯郸，当地依托智能灌溉物联网系统进行田间管理，配合一体化设备，农户在手机上就能 远程精准灌溉施肥，科学作业。目前，河北全省已有81个县（市、区）建设应用了这样的智慧农业系统。安徽4300多万亩冬小麦即将抽穗。在阜阳的高标准 示范田，大型自走式喷雾机穿梭作业，不到三小时就能完成800亩麦田的施肥灌溉。今年，安徽将投入各类农机具120万台（套）保障春耕春管。 南方早稻生产进度加快。广东1307万亩早稻插秧已近九成。在清远大连村的千亩稻田，通过优选稻种、合理密植等措施，每亩地预计可增产10%以上。在浙 江温州，新一代植保无人机十分钟就能完成十多亩早稻种子的飞播，效率大幅提升，还能节省60%以上的人工成本。 各地育种育秧工作稳步推进。山东投入财政资金4.8亿元，用于扶持种业研发、精深加工等领域。位于青岛的这家鲜食玉米育种研发基地，依托先进的生物 育种实验室，研制出"一年三季""一季两茬"等鲜食玉米，平均每亩可为种植户增收1000元左右；在黑龙江北大荒的智能化育 ...

Group 1 - The article discusses the significance of spring sand ginseng in Guangdong, likening it to "Korean ginseng" for locals, highlighting its cultural and economic importance [3][4][5] - The blooming and harvesting of spring sand ginseng is a seasonal event in Yangchun, with local farmers actively involved in its cultivation [4][6] - The article emphasizes the role of AI in vocational training, showcasing a training event aimed at equipping skilled workers from various industries with AI knowledge [9][10][11] Group 2 - The first agricultural and cultural tourism investment promotion conference in Guangdong is set to take place, focusing on the integration of agriculture and tourism [14][16][17] - The Guangdong Provincial Department of Agriculture is calling for project submissions for the second Agricultural Sports Games, indicating ongoing efforts to promote agricultural activities [22][23] - An event in Fogang County aims to empower agricultural and cultural tourism through e-commerce, highlighting a collaborative approach involving government, enterprises, and educational institutions [24][26][27]

眼下，春播正由南向北有序推进。农业农村部最新农情调度显示，目前，全国春播粮食1.1亿亩，进度 过一成，与上年基本持平。其中，早稻栽插过四成半，春播马铃薯过半，春小麦过三成，春玉米播种近 一成。(央视新闻) ...

央视网消息：农时不等人，春耕正当时。湖北省孝感市云梦县的农户们算着节气赶农时，通过推广种植"种一茬收两季"的再生稻，让同一 块田里收获双倍收成。 一大早，孝感市云梦县吴铺镇的这片稻田里，插秧机开始作业，随着机械臂的摆动，嫩绿的秧苗整齐插进水田，转眼间就铺展出大片新 绿。今年，合作社在农技专家的指导下改良了育秧配方，较往年秧苗整体质量提升了不少。 同时，针对今年春旱的特点，专家们还手把手指导大家如何进行田间管理。 据介绍，当地的再生稻亩产可达2700斤湿谷，相比其他稻种平均每亩可增收700斤左右。今年，云梦县计划播种水稻面积约59万亩，其中 再生稻种植超过3万亩。 江西南昌：启动引调提水工作 保障春耕春灌 近期，南方早稻播种栽插全面展开，春耕生产也进入了集中用水高峰期。为了保障农业灌溉用水需求，江西南昌市积极开展外河提调引水 和灌溉设施检修工作，保障灌溉用水需求。 在南昌市新建区昌邑乡，农户们忙着插秧，由于用水需求比较大，当地调配了4台大功率抽水电泵和30台小功率电泵，将低处的外河水源 输送到高处的内河、内港中，便于春耕用水。 目前，南昌市早稻播种栽插已完成148万亩，进度超过七成，在维护灌排工程方面，已修复泵 ...

粮食安全与农业发展始终是非洲各国关乎民生与经济的核心命题。近年来，中国农业技术跨越山海，以 创新与务实为笔，在非洲大地书写从"靠天吃饭"到"技术赋能"的变革篇章。从杂交水稻掀起的"绿色革 命"，到菌草技术激活荒漠生机，再到合作机制下的双向奔赴，中非农业合作正以务实举措解锁非洲大 陆的"丰收密码"。 "绿色革命"破解"靠天吃饭" 在马达加斯加面值2万阿里亚里的纸币上，一株金黄稻穗展现了中非农业合作成果。2007年至今，中国 专家团队扎根这片土地，将杂交水稻试验田产量提升至非洲传统品种的2倍至3倍。截至2022年底，杂交 水稻累计推广7.5万公顷，数万农户收入倍增，马达加斯加迈向粮食自给的步伐越来越坚实。 这样的"绿色革命"正覆盖非洲多国：在尼日利亚，通过中国水稻技术选育的常规水稻品种，比当地主推 品种增产约25%，已广泛上市并供不应求；乌干达引入的狐尾小米亩产量超本地品种3倍。联合国粮农 组织报告指出，中国通过分享在水稻生产、农业统计以及气候适应型农业等领域的知识与专长，积极助 力发展中国家解决农业和粮食安全挑战。 技术落地的核心在于"因地制宜"——中国专家根据非洲土壤特性与气候规律定制方案。在几内亚比绍， 中 ...

| 6、3 月份卓创资讯监测的 18 家代表企业商品代鸡苗总销量约为 4632.50 万羽，环 | | --- | | 比增幅 1.50%，同比增幅 2.85%。 | | 【市场逻辑】 | | 关税事件影响市场情绪，待情绪褪去现货价格仍以供需关系为直接驱动。当前鸡蛋 | | 供给充足，终端市场阶段性补货驱动库存压力较前期有所减弱，预计短期现货价格 | | 短期稳中偏强运行。供给来看，3 月新开产蛋鸡数量较多，小码蛋供应充足。结合 | | 补栏鸡苗和淘汰蛋鸡数据来看 3-6 月理论在产蛋鸡存栏水平仍处呈现增加趋势。当 | | 前淘鸡意愿有所增强但仍不及市场预期，关注淘鸡节奏对远月合约影响程度。 | | 【交易策略】 | | 7 日上午市场快讯提示关注情绪推动下的高空机会。 | | 前期持续提示 2505 合约若 3000 压力有效则前期空单建议持有，反之建议空单止盈， | | 昨日收盘仍在 3000 压力之下。2509 合约前期提示 3840-3850 压力有效则方向不变， | | 目前收盘仍在压力之下，下方支撑关注 3780-3800。 | 重要事项: 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究 ...

中共中央、国务院近日印发《加快建设农业强国规划（2024—2035年）》。 规划提出，到2027年，农业强国建设取得明显进展。乡村全面振兴取得实质性进展，农业农村现代化迈 上新台阶。到2035年，农业强国建设取得显著成效。乡村全面振兴取得决定性进展，农业现代化基本实 现，农村基本具备现代生活条件。到本世纪中叶，农业强国全面建成。乡村全面振兴，农业农村现代化全 面实现。 规划提出，全方位夯实粮食安全根基，把中国人的饭碗端得更牢更稳；全领域推进农业科技装备创新，加 快实现高水平农业科技自立自强；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； 全链条推进农业产业体系升级，提升农业综合效益；进一步深化农业对外合作，培育农业国际竞争新优 势；高质量推进宜居宜业和美乡村建设，提升农村现代生活水平；促进城乡融合发展，缩小城乡差别。 全文 《加快建设农业强国规划（2024－2035年）》主要内容如下。 强国必先强农，农强方能国强。农业强国是社会主义现代化强国的根基。面对新形势新要求，必须把加快 建设农业强国作为统领"三农"工作的战略总纲，摆上建设社会主义现代化强国的重要位置。为加快建设农 业强国，制定本规划。 ...

Core Viewpoint - The integration of AI technology in agriculture is transforming various aspects of the industry, enhancing efficiency in breeding, farming, and marketing processes, while also addressing challenges related to data complexity and profitability [2][9]. Group 1: AI in Breeding - AI-powered breeding robots are replacing traditional methods, allowing for faster identification of high-yield and disease-resistant plant traits, thus shortening the breeding cycle [3][4]. - The use of AI models in breeding can significantly reduce the number of plants needing laboratory testing, streamlining the research process [4][5]. - Breeding is crucial for agricultural development, with AI expected to enhance food security by enabling crops to thrive in harsh environments [5]. Group 2: AI in Farming Operations - AI technologies are revolutionizing farming practices by automating tasks such as path planning and pest detection, leading to increased productivity and reduced labor costs [6]. - The deployment of AI in agriculture has led to a significant increase in crop yields, with farmers reporting substantial improvements in production efficiency [6]. Group 3: AI in Supply Chain and Marketing - AI is enhancing the entire agricultural supply chain, from production to marketing, by optimizing processes such as sorting, grading, and inventory management [7][8]. - E-commerce platforms are utilizing AI tools to improve marketing strategies, reduce costs, and enhance operational efficiency for farmers [8]. Group 4: Challenges and Future Outlook - The agricultural sector faces challenges in data quality and integration, which are critical for the successful implementation of AI technologies [9][10]. - The role of farmers is expected to evolve into that of managers overseeing AI systems, shifting the perception of farming to a more technology-driven profession [10].

Investment Rating - The industry investment rating is "Overweight" [5] Core Insights - The average price of commodity pigs has weakened, with a week-on-week decline of 0.07%, currently at 14.45 CNY/kg. The average price of piglets remained stable after three weeks of decline [8][18] - The planned slaughter volume for March is expected to increase by 2.74% month-on-month, indicating increased market supply pressure [3][27] - The U.S. has imposed tariffs on certain agricultural products, which may affect domestic prices and increase costs for downstream industries [4][32] Summary by Sections Commodity Pig Prices - The average price of commodity pigs has decreased by 0.07% week-on-week, while the average price of piglets has remained stable [8][18] - The average weight of commodity pigs at slaughter has increased, with an average of 123.61 kg, up 0.08% week-on-week [26] Supply and Demand Dynamics - The number of breeding sows has decreased slightly, with a total of 40.62 million sows reported in January, down by 160,000 from the previous month [3][27] - The planned slaughter volume for March is 11.4759 million heads, reflecting a month-on-month increase of 2.74% [3][27] Profitability and Cost Analysis - The average profit for self-bred pigs is 33.56 CNY/head, down by 9.52 CNY from the previous week, while the average loss for purchased piglets is 12.52 CNY/head, a decrease of 21.91 CNY [28] - The price ratio of culling sows to commodity pigs is 0.71, indicating a slight decline from the previous week [18][26] Investment Recommendations - Focus on leading companies with scale and cost advantages in pig farming, such as Muyuan Foods, Wens Foodstuff Group, and New Hope Liuhe [11][33] - In the poultry sector, consider companies with proprietary white feather chicken breeding sources [11][33]

2025 年 02 月 28 日 行业周报 看好/维持 农林牧渔 农林牧渔 周报（第 9 期）：养殖产能去化，估值底部，长期投资机会显现 ◼ 走势比较 (20%) (10%) 0% 10% 20% 30% 24/2/28 24/5/11 24/7/23 24/10/4 24/12/16 25/2/27 ◼ 子行业评级 电话：010-88321761 E-MAIL：chengxd@tpyzq.com 分析师登记编号：S1190511050002 报告摘要 | 种植业 | 无评级 | | --- | --- | | 畜牧业 | 无评级 | | 林业 | 无评级 | | 渔业 | 无评级 | | 农 产 品 加 工 | 无评级 | | Ⅱ | | ◼ 推荐公司及评级 | 登海种业 | 买入 | | --- | --- | | 牧原股份 | 买入 | | 苏垦农发 | 买入 | 相关研究报告 <<美国奶牛感染禽流感事件梳理及 对食品安全的影响>>--2025-02-17 <<公司点评：成本持续领先，业绩高 速增长>>--2025-01-17 <<公司点评：生猪出栏快速增长，成 本持续下降>>--2025-01-14 ...