2025年我国早稻实现增产 二、早稻亩产首次突破400公斤 2025年，全国早稻单产400.8公斤/亩，比上年增加5.8公斤/亩，增长1.5%，亩产首次突破400公斤。分地 区看，10个早稻生产省(区)中，除海南受强台风天气影响单产有所下降外，其他9个省(区)单产均有不同 程度的增加。其中，江西、湖南、广东单产分别增加8.4公斤/亩、8.0公斤/亩和6.3公斤/亩，增长2.2%、 2.0%和1.6%。 今年早稻播种以来，江南、华南主产区光温水匹配良好，基本没有遭受大范围"倒春寒"、洪涝、"雨洗 禾花"等自然灾害，病虫害也较轻发生，总体有利于早稻生长发育和产量形成。进入成熟收获期后，早 稻主产区天气以晴为主，不仅有利于早稻灌浆结实和成熟收割，还有利于品质提升。各地积极推进水稻 大面积单产提升行动，提高集中育秧比例，落实机插机抛、增密增穗、"一喷多促"等关键技术措施，助 力早稻单产水平提升。 三、早稻产量实现增长 ——国家统计局农村司司长魏锋华解读早稻生产情况 今年以来，在以习近平同志为核心的党中央坚强领导下，各地区各部门严格落实粮食安全党政同责，持 续抓好粮食生产工作，多措并举促进早稻生产。2025年，全国早稻 ...

太平洋8月22日发布研报称，给予苏垦农发（601952.SH，最新价：9.77元）买入评级。评级理由主要包 括：1）公司夏粮生产总体平稳，产量好于预期；2）Q2单季盈利环增58.68%；3）公司自主经营土地面 积稳步增长，土地资源优势持续扩大。风险提示：粮价未来涨幅不及预期，种植业政策支持力度不及预 期。 （文章来源：每日经济新闻） ...

Group 1: Agricultural Development and Food Security - Food security is a primary task for rural revitalization, emphasizing the need for strong supply capabilities of grain and important agricultural products [1] - Jilin Province has maintained a stable grain output of over 800 billion jin for four consecutive years, with a target of reaching a historical high of 853.2 billion jin in 2024 [3] - The "Lishu Model" in Jilin County promotes protective farming practices, covering nearly 100 million acres of arable land, effectively reducing soil erosion and stabilizing grain production [2] Group 2: Specialty Crop Production and Processing - Qinghai Province is the largest northern canola planting area, with over 500,000 acres and an annual canola oil production exceeding 30,000 tons [4] - Jilin Province's Hongxiang Seed Industry Company invests over 40% of its net profit in R&D, achieving a seed germination rate of 97.75% [3] - The development of unique agricultural products, such as ginseng chocolate and blueberry juice, is driving economic growth in Jilin, with an expected industry chain output value exceeding 500 million yuan by 2025 [7] Group 3: Rural Tourism and Economic Diversification - The transformation of Bianmagou Village into a flower sea tourism destination has attracted over 2 million visitors, generating a total tourism income of 20 million yuan in 2024 [9] - The integration of agriculture and tourism in Guangdong Village has led to a tenfold increase in collective economic income since 2015, with significant improvements in local infrastructure [11] - The revival of historical villages like Diaoyuan Ancient Village has resulted in increased rental income for residents and job creation, with over 590,000 visitors in 2024 [13]

伴随经济社会的持续发展，广袤农村在城乡融合中不断迸发新活力，成为驱动高质量发展的跃动脉搏。 从北疆沃野到南国水乡，城镇与乡村同频共振、创新探索，粮食安全"压舱石"压得更实，农民增收路子 越拓越宽，和美乡村更加可感可及，一幅生机勃勃的乡村全面振兴新图景正在希望的田野上铺展。 今年是"十四五"规划收官之年，也是巩固拓展脱贫攻坚成果同乡村振兴有效衔接5年过渡期的最后一 年。有力有效推进乡村振兴，一个重要抓手就是统筹推进新型城镇化和乡村全面振兴，促进城乡融合发 展。近日，经济日报记者跟随"活力中国调研行"采访组在吉林、江西、青海等地调研发现，从北国到南 方，从城镇到乡村，各地积极行动、探索创新，推动粮食安全根基更稳、农民增收渠道拓展、和美乡村 宜居宜业……绿水青山间、锦绣大地上，乡村全面振兴呈现新局面。 夯实稳产保供基础 粮食安全是"国之大者"。保障粮食和重要农产品稳定安全供给，是推进乡村全面振兴的首要任务。农业 强，首先是粮食和重要农产品供给保障能力要强。 人们用"捏把黑土冒油花，插根筷子能发芽"来形容黑土地的肥沃。吉林地处世界三大黑土区之一的东北 平原腹地，种粮产粮具有先天优势，但多年的风蚀、水蚀一度让黑土地"变 ...

农垦"田间日"活动期间，发布了26项集成创新的技术模式。这些模式围绕水肥一体化技术的重点领域和 关键环节，集中展现了前期规划、工程建设、系统运维、农艺配套、节本增效等方面成效。比如，来自 吉林农垦、大兴安岭农垦的2个大豆水肥一体化技术模式，主要围绕微灌施肥、无人机航拍建模、三级 管网布局、智能灌溉系统等关键技术组织实施，能够有效促进亩均增产20%左右、增收150元以上。 农业农村部农垦局有关负责人介绍，下一步将聚焦重点作物和关键环节，更大范围推广应用水肥一体化 技术，切实推动粮油作物大面积单产提升，发挥农垦示范引领作用。农垦系统将优化工程设计和设备选 型，分作物选择适合的水肥一体施用方式，加强垦区间及与科研院所的合作，积极开展"农垦社会化服 务+地方"行动，通过设施共建、技术输出、设备共享等方式，带动周边地区应用水肥一体化技术。 （文章来源：人民日报） 近日，农业农村部农垦局在宁夏回族自治区举办农垦"田间日"活动，同期开展农垦水肥一体化技术观摩 培训。 记者从活动中获悉：水肥一体化技术大面积推广应用从农垦发端、逐步走向全国，目前已成为推动粮油 作物大面积单产提升的关键技术。据统计，农垦系统水肥一体化技术应用面 ...

Group 1: Major Asset Tracking - The bond market is experiencing a fluctuating upward trend, with long-term bonds outperforming short-term ones. The stock-bond seesaw effect is evident, as the stock market continues to reach new highs while the bond market faces pressure. The 10-year government bond is unlikely to see a strong rebound before reaching the annual line [11] - The A-share market has seen a high turnover of 2.45 trillion, with nearly 2900 stocks declining. The Shanghai Composite Index has reached a 10-year high, indicating that the upward trend is not over yet, with support at the 3450-point gap remaining intact [14][16] - The U.S. stock market is in a weak recovery phase, with the Nasdaq down 0.67% and the Dow Jones up 0.04%. The economic outlook remains optimistic, with expectations for a Federal Reserve rate cut in September due to soft employment data [3][20] Group 2: Investment Strategies - The strategy for the bond market is to anticipate a downward trend with fluctuations near the annual line [7] - For the A-share market, the support level has been raised to the 3540-point gap, maintaining a bullish outlook as long as the support line holds [7] - The strategy for the U.S. stock market remains bullish, with expectations for new historical highs [7] - In the foreign exchange market, a strategic bullish outlook on the U.S. dollar is recommended, as the dollar index is expected to continue fluctuating [24][26] Group 3: Commodity Market - The Wenhua Commodity Index has increased by 0.34%, with polyester, new energy, and oil sectors leading the gains. The recommendation is to buy on dips, using the July 10 low as support [28]

Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company is expected to achieve steady growth throughout the year, driven by the expansion of new varieties in the Huang-Huai-Hai market [7] - The company reported a revenue of 0.46 billion yuan in H1 2025, a year-on-year decrease of 2.68%, while the net profit attributable to the parent company was 0.09 billion yuan, an increase of 12.22% year-on-year [7] - The company is focusing on promoting its core hybrid corn seed business, with new varieties showing strong performance and demand growth [7] Financial Forecasts - Total revenue is projected to reach 403 million yuan in 2025, with a year-on-year growth of 19.71% [1][8] - Net profit attributable to the parent company is expected to be 90.87 million yuan in 2025, reflecting a year-on-year increase of 10.01% [1][8] - The earnings per share (EPS) is forecasted to be 0.91 yuan in 2025, with a price-to-earnings (P/E) ratio of 27.64 based on the latest diluted EPS [1][8] Market Data - The closing price of the stock is 25.28 yuan, with a market capitalization of 2,511.85 million yuan [5] - The company has a price-to-book (P/B) ratio of 5.21 and a total asset-liability ratio of 39.21% [5][6] Operational Insights - The company has increased its sales and marketing expenses to promote its core products, resulting in a sales expense ratio of 22.92% in Q2 2025, up by 6.99% year-on-year [7] - The gross profit margin improved to 39.46% in H1 2025, an increase of 13.47 percentage points year-on-year, due to higher production yields and better pricing power [7]

央视网消息：近日，北方多地迎来辣椒收获季，在河北和山东，农户们抢抓农时采摘鲜椒，一派繁忙景象。 眼下，山东菏泽郓城县四百亩美人椒全面成熟，进入采收期。村民们穿梭在辣椒丛中，确保辣椒在最佳品质期陆续采收。 菏泽市侯咽集镇的美人椒色泽透亮、颗粒饱满，不仅可食用还可做颜料，深受市场欢迎。 走进河北邯郸鸡泽的一个千亩辣椒种植基地，一串串辣椒挂满枝头。椒农们熟练地摘下一个个火红的辣椒，掰把儿、装袋，动作熟练、一 气呵成。 江苏句容：5万亩葡萄进入收获季 果农凌晨采摘分拣 近期，在江苏句容，当地的葡萄进入收获季，我们一起去看看。 目前，鸡泽共种植了6.58万亩辣椒，预计年产鲜椒60万吨，年产值超40亿元。 江苏句容5万亩葡萄也进入了丰收季，在丁庄村，当地主要种植品种为巨峰、阳光玫瑰等，果农们一早就开始采摘葡萄，进行分拣工作。 福建厦门：开渔季海鲜市场火爆 这两天随着福建厦门海域开渔，渔船陆续出海捕捞，新鲜的渔获开始大量上市，吸引众多市民购买。 上午九点多，在厦门一个大型农贸批发市场，各式海鲜摆得满满当当，摊主们正忙着给客人称重、杀鱼，许多在休渔期少见的海产品纷纷 亮相。 开渔后各类海鲜货源充足，价格也有所降低。例如小黄花 ...

来源：环球网 今年以来，河南省平顶山市鲁山县农业农村局以学习运用"千万工程"经验为引领，以粮食安全为底线、 以产业振兴为引擎、以和美乡村为抓手，推动各项工作落地见效，为全县乡村全面振兴注入强劲动能。 据介绍，聚焦"稳"字筑根基，鲁山县持续筑牢粮食安全防线。该县夏粮总产达16.64万吨，秋作物种植 面积48.8万亩，实施高产示范区19.2万亩，农业生产条件显著改善。 和美乡村建设方面，该县投资1.5亿元打造尧旅风光、梨享湖韵等6个先导片区，建成民宿集群12家、文 旅综合体1处、研学基地2个，带动3.2万群众受益；乡村产业发展方面，培育市级农业龙头企业4家，储 备张良镇省级农业产业强镇项目，食用菌种植达3.6亿袋。中原伏牛农牧肉牛基地存栏超千头，投资 6500万元的鸵鸟园项目即将开建，秸秆制糖等新质生产力项目加速落地，"种养加"一体化产业体系日趋 健全。 在鲁山县董周乡万亩梨园，前来购销酥梨的车辆排起了长龙。该县酥梨种植品种有30余个，种植面积超 过10万亩，年产值达4亿多元。除了鲜果销售外，董周乡还引进梨膏厂等深加工项目，进一步提升了产 业整体效益。 目前，鲁山县正在强化秋粮生产管理，保障秋粮丰收。10月底前完 ...

央视网消息：连日来，安徽省大部分地区出现持续高温，农作物生长面临挑战。在芜湖南陵县，当地通过落实田间管理措施，减轻高温对 农业生产的影响。 在南陵县的稻田里，单季晚稻已处于孕穗至抽穗扬花期，持续的高温可能造成稻花粉败育，结实率下降，为此，农技人员正在帮助种粮大 户查看苗情。"从水泵的选型、安装位置、出水方式，到灌溉时间的把握，再到如何根据苗情、墒情决定灌水量，农技人员都跟我们大户讲的 非常仔细。"种粮大户俞小红说。 除了传统的水泵抽水灌溉，南陵县农业部门还开展科学高效的飞防作业，为水稻"降温解渴"。 面对持续的高温，南陵县农业部门持续加强预警与技术指导服务力度，启动农业高温应急响应，指导农户以水调温、叶面喷施、抗旱浇水 等措施，将水稻灾害损失降到最低，保障全县50万亩秋粮增产增收。 河南：秋粮产量形成关键期 防病虫保灌浆成重点 近日，受副热带高压控制，河南省多地持续高温天气，全省大部分地区气温达37℃以上，部分地区突破40℃。由于此前八月上旬持续性的 降水已为农田"解渴"，专家表示，防病虫、保灌浆是当前的重点。 今年，河南秋粮种植面积超过7600万亩，离收获期还有一个月时间，目前正值农作物灌浆结实，产量形成的 ...