评论丨从"两业 协同"感悟广东 乡村振兴的三重 境界_南方+_南 方plus 南海之滨，春潮 涌动。丙午马年 开工首日，广东 以"制造业与服 务业协同发 展"为主题，连 续第四年召开高 质量发展大会。 这回目光不光盯 着珠三角的工厂 流水线，也投向 了粤东粤西粤北 的广袤田野。 在"百县千镇万 村高质量发展工 程"的实践沃土 上，"两业协 同"正在书写乡 村振兴的崭新篇 章。从田头到车 间，从传统农人 到现代"农匠" ， 一幅产业融合、 人才汇聚、城乡 联动的图景，正 徐徐铺展。 一是从"田间到 车间"感悟产业 链融合之深。 农业与制造业、 服务业的深度融 合，正在重新定 义"三农"的价值 边界。江门新会 文发农机服务中 心，20套先进农 机装备构建起覆 盖水稻全产业链 的服务体 系，"订单式"全 程托管模式把育 秧、机插、植 保、收割、烘 干、加工打包成 一个完整的服务 产品，年均服务 面积超3万亩。 农民不必拥有农 机，却能享受现 代装备带来的效 率，这正是"两 业协同"在农业 领域最生动的实 践。 回看南粤，这样 的融合场景遍地 开花。河源东源 万绿智慧农场 里，无人驾驶水 直播机、无人收 割机轮番登场 ...

Group 1 - Xinjiang Sailimu Modern Agriculture Co., Ltd. (New Sai Co.) experienced a stock price increase of 5.03%, reaching 5.01 yuan per share, with a trading volume of 106 million yuan and a turnover rate of 3.67%, resulting in a total market capitalization of 2.913 billion yuan [1] - The company, established on December 22, 1999, and listed on January 7, 2004, primarily engages in cotton acquisition, processing, and sales, as well as cotton yarn processing, coal and agricultural product logistics, calcium oxide processing, quartz stone mining, and the research and development of high-tech agricultural products [1] - The main revenue composition of New Sai Co. includes: cotton lint (87.31%), cotton protein (3.81%), cotton oil (2.63%), trade and others (2.49%), cotton seeds (1.51%), cotton short fibers (1.41%), cotton yarn (0.44%), calcium oxide (0.36%), and barren seeds (0.04%) [1] Group 2 - No relevant content available for this section [2][3]

Core Viewpoint - The A-share agricultural sector experienced a strong performance on the first trading day after the holiday, with various sub-sectors such as agrochemical products, planting and forestry, breeding, agricultural product processing, and phosphate chemicals showing significant gains [1] Group 1: Market Performance - As of 13:33, the agricultural ETF Huaxia (516810) rose over 1.5%, with holdings like Taihe Co. increasing by over 9% and several other stocks such as Yangnong Chemical, Batian Co., New Yangfeng, Hainan Rubber, Lier Chemical, and Stanley rising over 5% [1] - The price of urea in India reached a new high, with East Coast CFR at $512/ton and West Coast CFR at $508/ton, reflecting an increase of approximately $85/ton compared to January, equivalent to about 3,500 RMB/ton [1] Group 2: Future Outlook - Dongfang Securities anticipates that with the end of the bulk leverage issues since the beginning of the year, the original upward path of cyclical sectors is expected to re-emerge, with chemicals and agriculture being key focuses within the cyclical sector [1] - The chemical sector is viewed as the beginning of a return to a prosperous cycle for the industry and a re-evaluation of China's strong chemical industry value [1] - The extremely pessimistic expectations for live pig prices highlight the potential for value in allocations [1] Group 3: Investment Opportunities - The agricultural ETF (516810.SH) holds leading stocks in pig farming, agricultural chemicals, and planting sectors, benefiting from multiple factors such as anti-involution, pig cycle reversal, chemical cycle, and seed safety [1] - Investors can utilize the ETF to capitalize on low-point rebound opportunities in agriculture, as ETFs offer low entry barriers, risk diversification, and transparent holdings that passively track indices without style drift [1]

相关报告：智研咨询发布的《2026-2032年中国发酵豆粕行业发展模式分析及投资前景趋势报告》 数据来源：国家统计局 2020-2026年1月下旬豆粕（粗蛋白含量≥43%）市场价格变动统计图 根据国家统计局公布的数据，农产品（主要用于加工）类别下的豆粕（粗蛋白含量≥43%）2026年1月下 旬市场价格为3146.7元/吨，同比下滑2.05%，环比下滑0.18%，纵观近5年同时期其价格，2023年1月下 旬达到最大值，有4665.4元/吨。 ...

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and investment potential of the sweet corn industry in China from 2026 to 2032 [1] Price Trends - According to data from the National Bureau of Statistics, the market price of corn (Grade II yellow corn) in late January 2026 is projected to be 2251.9 yuan per ton, reflecting a year-on-year increase of 10.34% and a month-on-month increase of 0.38% [1] - Over the past five years, the highest price for corn was recorded in late January 2021, reaching 2892.9 yuan per ton [1]

消息面上，2月23日晚，中国淀粉发布公告，预计截至2025年12月31日止年度取得总收入约人民币 100.58亿元，而2024年的总收入为人民币114.15亿元。相较于截至2024年12月31日止年度的除税前利润 人民币8.38亿元，集团预计本年度取得除税前利润大幅减少约64%。预计收入及除税前利润减少主因玉 米粒成本上涨对利润率造成不利影响、赖氨酸市价在去年下半年大跌不利影响盈利能力及淀粉糖的预期 传统旺季并未如期出现等。 智通财经APP获悉，中国淀粉(03838)跌超5%，截至发稿，跌5.41%，报0.175港元，成交额244.76万港 元。 ...

中原期货研究咨询部 晨会纪要 2026 第（31）期 发布日期：2026-02-24 | 中原期货研究咨询部 | 0371-58620081 | | --- | --- | | 0371-58620083 | | | 公司官方微信 | | 中原期货研究咨询部 公司官方微信 1 4、美联储 1 月会议纪要显示决策层对利率未来走向存在巨大分歧，除了支持降息派和观望派， 纪要首次明确提到加息可能性讨论。大多数人警告，通胀下行进程可能比预期更慢、更不均衡。 | 化工 | 主力合约 | 2026/2/24 | 2026/2/23 | 涨跌 | 涨跌幅/% | | --- | --- | --- | --- | --- | --- | | | | 8:00 | 15:00 | | | | | 焦煤 | 1,121.00 | 1,121.00 | 0 | 0 | | | 焦炭 | 1,682.00 | 1,682.00 | 0 | 0 | | | 天然橡胶 | 16,315.00 | 16,315.00 | 0 | 0 | | | 20号胶 | 13,180.00 | 13,180.00 | 0 | 0 | | | 塑料 ...

Group 1 - The core viewpoint emphasizes the modernization of agriculture as a significant industry, leveraging technology and innovation to achieve high-quality development [1] - The focus is on smart, green, and integrated agricultural practices, with efforts to enhance the agricultural modernization level through continuous improvement of key links in the supply chain [1] - Various regions are implementing specific agricultural strategies, such as promoting green and smart agriculture, and enhancing the processing of agricultural by-products [2] Group 2 - The investment in the corn bio-manufacturing industry park in Keke Dala City, with a total investment of 3.033 billion yuan, aims to develop a full industrial chain from corn to starch and fermentation products [3] - The emphasis on expanding investment and project implementation is seen as crucial for stabilizing and promoting economic growth within the region [3] - There is a strong push for infrastructure development, technological innovation, and green transformation as key areas for investment and project construction [4]

Core Viewpoint - The article highlights the growth and success of Hubei Yubang Food Co., Ltd., which specializes in the processing of local chicken, emphasizing its role in supporting local farmers and contributing to rural revitalization during the festive season. Group 1: Company Overview - Hubei Yubang Food Co., Ltd. is a wholly-owned subsidiary of Shandong Yubang Group, established in 2014 with a total investment of 120 million yuan [3] - The company focuses on the slaughtering and deep processing of old hens, with an average monthly sales exceeding 33 million yuan [3] - The company has built 22 quick-freezing rooms and 3 cold storage facilities, enhancing production efficiency by 30% [4] Group 2: Economic Impact - The company has established contracts with local farmers, ensuring stable prices for chicken, which has led to increased income for farmers, with one farmer reporting an additional income of over 20,000 yuan last year [3] - The company connects with 3,450 farming households and 15 farmers' cooperatives, providing 470 long-term job opportunities [4] - In February, the company achieved an order volume of 7,800 tons, a 43% increase compared to the previous month [4] Group 3: Tax and Policy Support - The tax department has provided ongoing support to the company, helping it navigate tax policies and enjoy benefits such as VAT exemptions and income tax reductions for small and micro enterprises [3][4] - Tax officials have conducted on-site visits to assist the company in establishing compliant accounting practices, ensuring the company can fully benefit from applicable policies [4] Group 4: Product and Market Strategy - The company has successfully integrated online and offline sales channels, collaborating with well-known brands like Lao Xiang Ji and Yonghui Supermarket [4] - The launch of "New Year gift boxes" featuring chicken and local mushrooms has become popular among consumers during the festive season [4][5]

中新网宁德2月21日电 (林柳柳吴艳琳)在福建省宁德市柘荣县乍洋乡五蒲村，一缕缕柔韧透亮的地瓜粉 扣，承载着百年匠心，更串联起一条从田间到市场的完整产业链。 五蒲村党支部书记郑康生21日说，将百年古法手艺与现代产业发展相结合，让小小的粉扣从家庭作坊 的"土特产"，成长为乡村振兴的"金疙瘩"。 五蒲村的地瓜粉扣制作技艺，已在山间村落传承百年。每年农历十月至次年正月，村里家家户户都会响 起地瓜打浆的声响，延续着这套百年古法制作地瓜粉扣。 "机器做得快，但做不出我们这口的韧劲儿。"村民郑理宋一边展示手中的粉扣，一边道出古法手艺的精 髓——地瓜打成浆后，需经过四到五次反复过滤沉淀，多一道工序，便少一分杂质，多一分爽滑，这也 是五蒲粉扣"久煮不烂、口感筋道"的秘诀。 如今，五蒲村已构建起"种植—加工—销售"一体化的完整产业链，将地瓜的价值"吃干榨净"。从田间种 植的地瓜，到加工车间里的粉扣、粉丝、地瓜粉等系列产品，再到通过订单、电商、体验采摘等多渠道 走向市场，产业效益层层叠加，形成了多元化的增收路径。郑康生说，以后不光卖产品，还将发展观光 体验，让大家亲眼看看、亲手试试这粉扣是怎么"炼"成的。 产业兴，则农民富。20 ...