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从丰收节看中国农业转型升级|丰收新图景
Jing Ji Guan Cha Wang· 2025-09-24 12:12
Core Insights - The 8th China Farmers' Harvest Festival highlights the significance of agricultural achievements during the "14th Five-Year Plan" period, showcasing a record grain production of 1.4 trillion jin in 2024, an increase of 74 billion jin from 2020, ensuring food security for 1.4 billion people [2][3] - The festival serves as a platform for promoting agricultural innovation, deep processing of products, and enhancing the integration of the agricultural industry chain, aiming for high-quality and sustainable development in Chinese agriculture [2][3] Agricultural Transformation - The concept of "harvest" has evolved beyond mere yield to encompass value-added processing, brand differentiation, and resource integration, reflecting a shift from scale-based growth to value-based development [3] - The festival acts as a window to showcase the transformation and upgrading of Chinese agriculture [3] Seed Industry Developments - Seeds are identified as the foundation of agriculture and national food security, with advancements in breeding technologies leading to the emergence of new, resilient varieties [4] - The shift from reliance on imported seeds to domestic innovation is crucial for enhancing the genetic diversity and market options in the Chinese pear industry [4] Livestock Breeding Innovations - The introduction of the "Guangming No. 2" white feather chicken marks a significant breakthrough in China's poultry breeding, moving from complete reliance on imports to domestic production [5] - The chicken exhibits superior growth performance and adaptability, contributing to the stability of the meat industry in China [5] High-Quality Beef Production - The development of the Gaoqing Black Cattle has filled a gap in the high-end beef market, with the potential for high returns for farmers through efficient processing and distribution [6] - The self-breeding of essential crop varieties has reached over 95% in China, ensuring that domestic seeds are primarily used for domestic food production [6] Agricultural Value Chain - Companies like Bosida are focusing on deep processing of agricultural products to stabilize prices and enhance farmer income, addressing challenges in traditional farming [7] - The integration of agriculture with e-commerce and cultural tourism is seen as a way to attract younger generations back to rural areas, combating rural aging [7] Product Diversification and Economic Impact - The comprehensive utilization of products like the "Chinese First Pomelo" has significantly increased its economic value, with annual production value exceeding 5.06 billion yuan [8] - The deep processing of roses has led to increased prices for farmers, enhancing their income by 15%-20% per acre [8] Agricultural Processing Growth - The agricultural processing sector is transitioning from isolated developments to clustered growth, with major provinces forming billion-yuan processing clusters [9] - The online retail of agricultural products is projected to exceed 630 billion yuan in 2024, indicating robust growth [9] Smart Agriculture Innovations - The introduction of modern agricultural machinery, such as the DJI T100 drone, demonstrates significant efficiency improvements in various farming scenarios [10] - Smart tools are designed to alleviate labor shortages and reduce costs in agriculture, enhancing productivity and operational efficiency [11] Digital Agriculture Advancements - The integration of digital technology in agriculture is transforming traditional practices, allowing for data-driven decision-making and improved management efficiency [12] - Smart beekeeping solutions enable better monitoring and management of bee colonies, significantly increasing labor efficiency [12]
从丰收节看中国农业转型升级
Jing Ji Guan Cha Wang· 2025-09-24 11:52
秋分时节,中国大地五谷丰登。 2025年9月23日,第八届中国农民丰收节全国主场活动在山东省招远市大户陈家村举行。时值"十四 五"规划收官之年,本届丰收节以"庆农业丰收享美好生活"为主题,展现出特殊的历史意义。 此时中国农业交出了一份丰收的答卷。农业农村部部长韩俊在9月16日新闻发布会上表示,"十四五"时 期,14亿中国人的饭碗端得更牢。2024年中国的粮食产量首次突破1.4万亿斤,比2020年增产了740亿 斤。如今,中国人均粮食占有量已经达到了500公斤,做到了谷物基本自给、口粮绝对安全,国家粮食 安全充分保障。 本届丰收节吸引了全国各地的新农人、地方特色农产品经营者、农业合作社、农业相关企业和电商平台 等。他们参会目的各有不同:有的想推广自主研发的农业新品种与深加工产品,有的想借助全国性平台 拓宽销售渠道、对接上下游资源,有的想展示智慧农业技术与数字化管理成果,还有的想通过交流学习 先进的农业模式推动本地产业升级。 种子是农业的起点,是国家粮食安全的基石,被称为农业的"芯片"。在丰收节的种业振兴成果展区,一 场关乎自主可控的"芯片"之战成果初显。 记者在展区看到,华蜜、中梨玉翠、中矮红梨、五九香等不同品 ...
创新强农 美好生活丨2025年大北农集团丰收节盛大启幕
Sou Hu Wang· 2025-09-24 10:16
秋分时节,五谷丰登,九州同庆。9月23日,2025年大北农集团丰收节在大北农凤凰国际创新园隆重开 幕。丰收节由大北农集团、中国农民研修学院、中关村科技企业家协会乡村振兴与现代农业专委会联合 主办,大有谷集团承办,以"创新强农,美好生活"为主题,通过多元创新的活动形式,集中展现现代农 业科技硕果,谱写乡村振兴壮丽画卷。 上午,丰收节开幕式在庄严热烈的鼓乐声中拉开帷幕。 大北农集团党委书记、董事长邵根伙代表主办单位致欢迎辞,他提到,丰收节是对农耕文明的传承与致 敬,是对全体农民辛勤付出共同的礼赞。大北农集团创业32年,以强农报国为使命,以科技创新为核 心,获得了领导、专家、广大农民朋友的关心、关爱、关注。美好生活是农民的向往,也是市民的追 求,大北农集团旗下"大有谷"致力构建全球高品质食品平台,实现"农民丰收、市民喜悦"的美好愿景。 图:开幕盛典赏歌舞翩跹,欢庆岁稔年丰 中关村科技企业家协会副会长、乡村振兴与现代农业专委会会长、北京大伟嘉生物技术股份有限公司董 事长廖峰致辞。他表示,丰收既是大地对耕耘者的馈赠,更是农业科技力量的生动体现。专委会将继续 发挥平台作用,凝聚企业、机构与广大农户的合力,推动更多创新技术 ...
政策提振中长期猪价,看好低估值农业板块
HUAXI Securities· 2025-09-24 06:36
Investment Rating - Industry rating: Recommended [4] Core Viewpoints - The report indicates that both active and passive capacity reduction in the pig farming industry is expected to lead to an upward shift in the medium to long-term price center for pigs [11][12] - The supply-demand dynamics for grains are improving, with overall grain prices showing signs of recovery [20][24] Summary by Sections Pig Farming Industry - According to data from Pig Easy, the prices for pigs in Q1, Q2, and Q3 of 2025 are projected to be 15.06, 14.53, and 14.02 yuan per kilogram, reflecting year-on-year changes of +4.26%, -10.78%, and -28.22% respectively [11] - The report highlights that in the past 36 weeks, external piglet farming has only been profitable for 8 weeks, with an average loss of 58.50 yuan per head as of the third week of September [12] - In contrast, self-breeding and self-raising farming has been profitable for 35 weeks, with an average profit of 63.69 yuan per head [12] - The report suggests that the current average price of pigs has fallen below 13 yuan per kilogram, leading to losses for some farmers and initiating a proactive capacity reduction in the industry [12] Grain Industry - Since the beginning of 2025, prices for corn, wheat, soybeans, and japonica rice have shown significant recovery, with corn prices rising due to a decrease in imports and increased demand from pig farming [20] - For corn, the domestic spot prices in Q1, Q2, and Q3 of 2025 are 2196.63, 2348.12, and 2393.15 yuan per ton, with year-on-year changes of -10.69%, -3.50%, and -0.32% respectively [20] - Wheat prices have also shown a recovery trend, with Q1, Q2, and Q3 prices at 2410.83, 2444.25, and 2436.90 yuan per ton [22] - The report notes that the overall recovery in grain prices is expected to improve the supply-demand balance in the future [24] Investment Recommendations - The report recommends focusing on the agricultural sector, particularly in pig farming, where the price center is expected to rise due to policy guidance and industry restructuring [3] - Specific companies to watch include Lihua Co., Dekang Agriculture, Jingji Zhino, and Muyuan Foods in the pig farming sector [3][6] - For grain-related investments, companies with strong cost control such as Haida Group are highlighted as potential beneficiaries [6]
康农种业(837403):育繁推一体化企业,品种制胜,扩大全国销售版图
上 市 公 司 农林牧渔 2025 年 09 月 24 日 康农种业 (837403) ——育繁推一体化企业,品种制胜,扩大全国销售版图 报告原因:首次覆盖 买入(首次评级) | 市场数据: | 2025 年 09 月 23 日 | | --- | --- | | 收盘价(元) | 23.93 | | 一年内最高/最低(元) | 55.97/8.03 | | 市净率 | 4.9 | | 股息率%(分红/股价) | 0.84 | | 流通 A 股市值(百万元) | 1,389 | | 上证指数/深证成指 | 3,821.83/13,119.82 | | 注:"股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产(元) | 4.85 | | 资产负债率% | 39.21 | | 总股本/流通 A 股(百万) | 99/58 | 一年内股价与大盘对比走势: 09-23 10-23 11-23 12-23 01-23 02-23 03-23 04-23 05-23 06-23 07-23 08-23 09-23 0% 200% ...
“粮食安全看山东”之德州市陵城区:“十六连冠”背后的粮安基石与产业跃升
Zhong Guo Fa Zhan Wang· 2025-09-24 05:04
Core Viewpoint - Food security is a top priority for the country, and Licheng District in Dezhou City, Shandong Province, is committed to ensuring this by implementing strategies to enhance grain production, storage, and industry development, contributing to national food security efforts [1][2][3] Group 1: Production Enhancement - The district focuses on increasing grain production capacity, aiming for a yield of over 1,500 kg per mu through high-standard farmland construction, with the highest yield in the core area reaching 1,790.15 kg per mu [1] - Infrastructure investments are being made to improve irrigation and drainage systems, ensuring stable production and supply [1] - Collaboration with seed companies is accelerating the establishment of modern seed breeding bases to promote high-yield and quality crop varieties [1] Group 2: Storage Management - The district is upgrading storage facilities with an investment of over 50 million yuan to build a new 45,000-ton high-standard granary equipped with smart devices for information management [2] - Current grain reserves can meet the district's food needs for three months, with emergency supplies capable of supporting 5,000 people [2] - Regular emergency drills are conducted to enhance material transportation and supply capabilities [2] Group 3: Industry Development - The district is developing a grain industry cluster by extending the processing chain of wheat and soybeans, led by major companies like COFCO Flour (Dezhou) [3] - The "Zhixuan Licheng" regional brand is being promoted to cultivate competitive grain products, with 984,000 tons of agricultural products supplied to the Beijing-Tianjin-Hebei region [3] - The first phase of COFCO Flour's production facility is set to process 3,000 tons of wheat daily, with an annual capacity of 900,000 tons, expanding to 1.5 million tons in the second phase, addressing farmers' selling issues [3]
种子科普艺术展在中国农业博物馆启幕,展示南繁成果
Hai Nan Ri Bao· 2025-09-24 01:16
Core Viewpoint - The "Poems on Earth - Seed Science and Art Exhibition" has opened at the China Agricultural Museum, focusing on seed industry revitalization and national food security, showcasing the achievements of the South Seed Breeding initiative and the innovative development of the seed industry in Hainan Free Trade Port [2][3]. Group 1: Exhibition Overview - The exhibition features various units such as "Agricultural Chips Under the Microscope - Seed Macro Photography," "Seed Bank - Physical Seed Display," "South Seed Breeding Poems," "Voices of Seed Scientists," and "Cross-Disciplinary Art Creation" [2]. - Over 110 macro photography works of seeds are displayed, primarily sourced from the germplasm resource bank of units located in Sanya Yazhou Bay Science and Technology City [2]. - The exhibition invites more than 30 cross-disciplinary artists to interpret the emotional connection between seeds and human civilization through diverse forms such as illustrations, installations, ceramics, and trendy toys [2]. Group 2: Engagement and Activities - The exhibition includes a seed science knowledge area, an interactive "Harvest Quiz" section, and a tasting area for agricultural products to enhance audience participation [2]. - Manuscripts from academicians, displays of old items, and sharing of personal experiences allow the public to closely appreciate the dedication of South Seed Breeding scientists [2]. Group 3: Future Directions - The management of Sanya Yazhou Bay Science and Technology City aims to leverage the advantages of South Seed Breeding to promote the transformation of more seed industry scientific achievements and practical science popularization, contributing to the revitalization of the national seed industry [3]. - The exhibition is organized by the China Agricultural Museum and the Sanya Yazhou Bay Science and Technology City Management Bureau, with support from the Sanya Municipal Publicity Department, and will be open until November 23 [3].
登海种业:截至9月20日公司股东人数是66752户
Zheng Quan Ri Bao Wang· 2025-09-23 09:41
证券日报网讯登海种业(002041)9月23日在互动平台回答投资者提问时表示,截至9月20日公司股东人 数是66752户。 ...
技术与管理双重赋能,乳源一六镇水稻制种丰收“成色足”
Nan Fang Nong Cun Bao· 2025-09-23 09:17
Core Viewpoint - The rice seed production base in Yiliu Town, Liuyuan Yao Autonomous County, has achieved a remarkable harvest, with an average yield of nearly 800 pounds per mu, sufficient to meet the seed demand for 100,000 mu of rice cultivation [1][3]. Group 1: Harvest and Production - The rice production base covers 550 mu, demonstrating a significant contribution to seed supply security in the region [1]. - The successful yield is attributed to the implementation of standardized seed production techniques, including green pest control, precise flowering period management, and integrated water and fertilizer application [3]. Group 2: Technological and Management Support - A professional agricultural technology team was established to provide on-site services, guiding farmers through critical stages such as seedling management, pollination, and grain filling [3]. - The integration of technology into farming practices has effectively addressed previous issues of yield fluctuation and quality inconsistency [3]. Group 3: Future Development Plans - Yiliu Town aims to expand its rice seed production area to over 1,000 mu next year, leveraging this year's high yield and strong market demand [5]. - The local government and support teams will enhance services related to storage, processing, and sales to transition the seed production industry from a scattered to a scaled approach [5].
中国建设银行高质量做好县域乡村金融服务
Jin Rong Shi Bao· 2025-09-23 05:41
Core Viewpoint - The article emphasizes the critical role of financial services in supporting rural revitalization and agricultural modernization in China, highlighting the initiatives taken by China Construction Bank to enhance its rural financial service capabilities and support national food security [1][2]. Financial Services for National Food Security - China Construction Bank has prioritized food security as a key focus for its rural revitalization financial services in 2024, implementing the "善建粮安" financial service plan to support various agricultural financing needs [2][3]. - The bank has introduced a series of financial products such as "种业贷" (Seed Industry Loan), "粮食收储贷" (Grain Storage Loan), and "高标准农田贷款" (High-Standard Farmland Loan) to enhance support for the agricultural sector [2][3]. Support for County-Level Prosperity Industries - The bank has developed tailored financial products to support the honey pomelo industry in Fujian, which is a significant agricultural sector in the region, facilitating a comprehensive financial service approach [4][5]. - As of the second quarter, the bank's "裕农产业" platform has engaged with 66 core enterprises and over 500 chain enterprises, serving more than 70,000 farmers [5]. Agricultural Ecosystem Service Model - China Construction Bank has adopted a "圈链群" (Circle-Chain-Group) service model to enhance agricultural service levels, focusing on various agricultural clusters and supply chains [6][7]. - The bank has established digital platforms to connect agricultural production and supply chain participants, exemplified by its collaboration with Dunhuang Seed Industry in Gansu [7]. Financial Performance Metrics - As of the second quarter, the bank's agricultural loan balance reached 36,153.25 billion yuan, with an increase of 2,722.67 billion yuan year-to-date, reflecting an 8.14% growth [1]. - The bank's rural household operating loan balance was 5,543.87 billion yuan, with a year-to-date increase of 506.39 billion yuan, marking a growth rate of 10.05% [5].