2025年中央一号文件明确提出推广畜禽活体抵押融资贷款，将畜禽活体农业生产核心转化为金融机 构认可的抵押标的，为推动地方特色养殖产业发展带来全新机遇。宁夏吴忠市地处国际公认的"黄金奶 源带"，现已形成利通区五里坡、吴忠国家农业科技园区、青铜峡市牛首山三大奶牛养殖核心区，奶牛 存栏量30.8万头，占宁夏奶牛存栏量的33%，规模化养殖率达到98%以上，饲草种植、奶牛养殖、乳品 加工、冷链物流、印刷包装等上下游贯通的全产业链综合产值超过300亿元，占地区生产总值的32%左 右，奶产业已发展成为吴忠市"六大"农业重点特色产业之一。 近年来，中国人民银行吴忠市分行坚持聚焦乡村振兴金融服务提升目标，积极探索拓宽农村抵质押 物范围，推动盘活农村活体资产，为乡村振兴特色产业发展破解融资难题。目前，吴忠市开展活体抵押 贷款的银行机构已增至10家，活体抵押贷款余额达到7亿元，支持养殖主体110户，其中奶牛活体抵押贷 款余额6.2亿元。 政策赋能，破解活体抵押困局。随着农业产业现代化步伐加快，吴忠市养殖主体在规模化养殖、智 能化升级、技术研发等领域的资金需求持续扩大。但在传统金融模式下，养殖主体往往缺乏符合标准的 固定资产抵押物， ...

农产品日报 | 2025-08-08 需求延续弱势，猪价震荡运行 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约14100元/吨，较前交易日变动+90.00元/吨，幅度+0.64%。现货方面，河南地区 外三元生猪价格13.73元/公斤，较前交易日变动-0.23元/公斤，现货基差 LH09-370，较前交易日变动-320；江苏地 区外三元生猪价格 14.02元/公斤，较前交易日变动-0.07元/公斤，现货基差LH09-80，较前交易日变动-160；四川地 区外三元生猪价格13.24元/公斤，较前交易日变动-0.14元/公斤，现货基差LH09-860，较前交易日变动-230。 据农业农村部监测，8月7日"农产品批发价格200指数"为113.92，比昨天上升0.14个点，"菜篮子"产品批发价格指数 为114.09，比昨天上升0.16个点。全国农产品批发市场猪肉平均价格为20.45元/公斤，比昨天下降1.1%；牛肉64.50 元/公斤，与昨天持平；羊肉59.36元/公斤，比昨天下降0.6%；鸡蛋7.54元/公斤，与昨天持平；白条鸡17.51元/公斤， 比昨天上升0.6%。 市场分析 综合来看，当前 ...

Group 1 - The price gap between fat pigs and standard pigs has been widening in July, with an average price difference of 0.28 yuan/kg, an increase of 0.15 yuan/kg from June, representing a growth of 115.38% [1] - The demand for reducing weight in the breeding sector has led to a higher enthusiasm for the slaughter of standard pigs, negatively impacting their prices [1] - High temperatures in July have resulted in decreased feed intake and slower weight gain for pigs, leading to a reduction in the supply of larger pigs, which supports their prices [1] Group 2 - Looking ahead to August, the price gap is expected to continue expanding, with a projected increase of 7.01% in the planned slaughter volume by breeding enterprises [2] - The ongoing high temperatures are likely to persist, making it difficult to alleviate the slow weight gain issue, thus maintaining a tight supply of larger pigs and supporting their prices [2] - The upcoming school season in late August is anticipated to boost pork demand, particularly for larger pigs, which are suitable for large-scale processing, potentially increasing their prices and further widening the price gap [2]

Group 1 - The stock price of Shennong Group (605296) closed at 32.35 yuan on August 7, 2025, with a slight increase of 0.22% and a turnover rate of 0.92% [1] - On August 7, 2025, the net outflow of main funds was 15.22 million yuan, accounting for 9.74% of the total transaction amount, while retail investors had a net inflow of 10.28 million yuan, representing 6.58% of the total [1][4] - In July 2025, Shennong Group sold 174,700 pigs, generating a revenue of 327 million yuan, with an average selling price of 14.73 yuan per kilogram, which is an increase of 2.65% compared to June 2025 [1][4] Group 2 - Shennong Group will hold its third extraordinary general meeting on August 14, 2025, to discuss four proposals, including the initiation of commodity futures and options hedging business [2][4] - The company has decided to terminate the simplified procedure for issuing A-shares to specific targets for the year 2024, and has received a termination review decision from the Shanghai Stock Exchange [2][4]

Group 1 - The employment rate in rural Colombia increased by 3% year-on-year as of June 2025, with the agricultural, livestock, hunting, forestry, and fishing sectors employing 3.3 million people, an increase of 48,000 individuals [1] - These sectors account for 14% of total national employment, highlighting the significance of agriculture in the country's job market [1] - The Colombian Minister of Agriculture, Carlos Valdivieso, emphasized that this achievement reflects the government's focus on agriculture as a core policy for economic recovery and job growth [1]

Group 1: Weather Impact on Agriculture - Japan experienced unprecedented high temperatures and low rainfall this summer, with average temperatures in June and July reaching historical highs, and over 4,565 locations recording temperatures above 35 degrees Celsius in July alone [1] - The northeastern and Hokuriku regions, major rice-producing areas, saw rainfall drop to only 13% and 8% of average levels, raising significant concerns about rice production [1][2] - Water reservoirs in these regions are critically low, with some at less than 10% capacity, leading to urgent calls for water conservation [2] Group 2: Rice Prices and Supply Concerns - The average price of rice in Japan increased to 3,625 yen for 5 kilograms as of July 27, marking the first rise in 10 weeks, attributed to a decrease in government reserve grain supply [1][3] - The estimated rice production for 2023 is projected to be 661,000 tons, 80,000 tons less than initially expected, leading to potential supply shortages and price hikes [3] - The government plans to encourage farmers to increase rice planting despite the low production levels, aiming to gain support from the agricultural sector and address consumer concerns over rising living costs [3] Group 3: Broader Agricultural Price Increases - The Ministry of Agriculture, Forestry and Fisheries forecasts that wholesale prices for 15 major vegetables in Tokyo will rise by 10% to 30% compared to the average of the past five years due to the impact of high temperatures and reduced rainfall [4] - Pork prices remain high, matching last year's record levels, with supply issues stemming from decreased breeding rates and weight gain due to heat stress [4][5] - Experts warn that if high temperatures persist, meat prices may continue to rise in the fall, compounded by increasing feed and fuel costs for livestock producers [5]

人民财讯8月7日电，天域生物（603717）8月7日晚公告，2025年7月，公司销售生猪1.72万头，销售收 入2103.14万元，环比变动分别为-45.86%、-43.89%，同比变动分别为3.81%、-37.23%。2025年1-7月， 公司累计销售生猪22.14万头，同比上升19.93%；累计销售收入3.33亿元，同比上升11.35%。 ...

格隆汇8月7日丨德康农牧(02419.HK)公告，集团预期截至2025年6月30日止六个月将录得生物资产公允 价值调整前利润约人民币1,100百万元至人民币1,400百万元，而2024年同期录得生物资产公允价值调整 前盈利约人民币363百万元。预期盈利上升主要归因于公司管理效能、规模化效应进一步提升，生猪成 本持续下降。 ...

智通财经APP讯，德康农牧(02419)发布公告，集团预期截至2025年6月30日止六个月将取得生物资产公 允价值调整前利润约人民币11亿元至人民币14亿元，而2024年同期取得生物资产公允价值调整前盈利约 人民币3.63亿元。预期盈利上升主要归因于公司管理效能、规模化效应进一步提升，生猪成本持续下 降。 ...

证券代码：603477 证券简称：巨星农牧 公告编号：2025-073 债券代码：113648 债券简称：巨星转债 乐山巨星农牧股份有限公司 | 增持主体名称 | | | | | | | | 四川巨星企业集团有限公司 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东或实控人 | | | | ?是 | | | | | | | ?否 | | | | 控股股东或实控人的一致行动人 | | | | | | ?否 | | | | | | ?是 | | | 增持主体身份 | 直接持股 5%以上股东 | | | | | | ?否 | | | | | ?是 | | | 董事、监事和高级管理人员 | | | | | ?否 | | | | | | ?是 | | | | ?其他：__________ | | | | | | | | | | | | | | | 增持前持股数量 | 149,498,238 股 | | | | | | | | | | | | | | 增持前持股比 ...