Core Viewpoint - Modern Dairy is actively promoting the use of new energy vehicles, specifically electric loaders, to align with national "dual carbon" strategies and enhance green, low-carbon development in its operations [1][3]. Group 1: Strategic Initiatives - The introduction of electric loaders is part of Modern Dairy's strategic layout in the new energy equipment sector, aimed at reducing carbon emissions and optimizing operational costs [3][11]. - The first batch of 20 electric loaders will be deployed in regions with significant electricity cost advantages, such as Inner Mongolia, to validate their adaptability and reliability [5][11]. Group 2: Environmental Impact - Electric loaders achieve "zero tailpipe emissions" during operation, with each unit estimated to reduce carbon dioxide emissions by over 60 tons annually, significantly improving environmental quality [8][9]. - The introduction of electric loaders contributes to a comprehensive green upgrade for the farms, enhancing sustainability and operational efficiency [7][11]. Group 3: Economic Benefits - The operational cost of electric loaders is notably lower, with initial data indicating a reduction of over 200,000 yuan in annual energy costs compared to traditional diesel models [9][10]. - The noise reduction from electric loaders creates a more comfortable environment for both cattle and employees, promoting a better working atmosphere [10][11]. Group 4: Future Outlook - Following the successful operation of the initial batch, Modern Dairy plans to expand its new energy equipment initiatives and collaborate with other manufacturers to replicate success across more farms [13]. - The commitment to green practices is becoming a defining characteristic of Modern Dairy's high-quality development strategy [13].

农产品日报 | 2025-07-02 二育较为谨慎，猪价维持震荡 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13865元/吨，较前交易日变动-5.00元/吨，幅度-0.04%。现货方面，河南地区外 三元生猪价格15.15元/公斤，较前交易日变动+0.15元/公斤，现货基差 LH09+1285，较前交易日变动+155；江苏地 区外三元生猪价格 15.38元/公斤，较前交易日变动+0.11元/公斤，现货基差LH09+1515，较前交易日变动+115；四 川地区外三元生猪价格14.45元/公斤，较前交易日变动+0.10元/公斤，现货基差LH09+585，较前交易日变动+105。 据农业农村部监测，7月1日"农产品批发价格200指数"为112.39，比昨天下降0.10个点，"菜篮子"产品批发价格指数 为112.37，比昨天下降0.11个点。全国农产品批发市场猪肉平均价格为20.20元/公斤，比昨天下降0.4%；牛肉63.47 元/公斤，比昨天下降0.8%；羊肉59.27元/公斤，比昨天下降0.4%；鸡蛋7.16元/公斤，比昨天下降1.4%；白条鸡17.12 元/公斤，比昨天下降0.2%。 市场 ...

行业 生猪日报 日期 2025 年 06 月 27 日 021-60635740 期货从业资格号：F3055047 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635727 期货从业资格号：F0230741 研究员：洪辰亮 021-60635572 hongchenliang@ccb.ccbfutures.co m 期货从业资格号：F3076808 021-60635570 农业产品研究团队 研究员：林贞磊 linzhenlei@ccb.ccbfutures.com 研究员：余兰兰 研究员：王海峰 wanghaifeng@ccb.ccbfutures.com 研究员：刘悠然 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 数据来源：涌益，建信期货研究中心 生猪行情： 期货方面，1 日生猪主力 2509 合约平开后冲高回落震荡走跌，尾盘收阴，最 高 13940 元/吨，最低 13840 元/吨，收盘报 13865 元/吨，较昨跌 0.18%，指数总 持仓减少 3031 手至 161051 手。现货方面， ...

Core Insights - The goose industry in Nenjiang City, Heilongjiang Province, is experiencing unprecedented growth driven by both policy and market forces, establishing a modern industrial model known as the "Longjiang Model" [1][2][3] Group 1: Industry Growth Metrics - The number of breeding geese in Nenjiang has surpassed 42,000, a year-on-year increase of 147%, with expectations to exceed 100,000 by the end of the year [1] - The hatching volume is projected to exceed 3 million this year, with 1.58985 million goslings hatched by June 15, marking a 348.03% increase compared to the same period last year [1] - The expected output of market-ready geese in 2024 is 2.712 million, reflecting a growth of 59.11% [2] Group 2: Processing and Value Addition - The slaughter volume of geese is anticipated to reach 1.7 million in 2024, supported by a new slaughterhouse with an annual capacity of 10 million geese set to begin operations in August [2] - From 2022 to 2024, the total increase in livestock output value is projected to be 1.439 billion yuan, accounting for 18.48% of the total livestock output value over three years [2] Group 3: Employment and Economic Impact - The booming industry has created over 1,500 jobs and has led to an average annual income increase of over 12,000 yuan for farmers through a "company + cooperative + farmer" model [2] Group 4: Policy Support - Nenjiang City has implemented the "Goose Industry High-Quality Development Plan (2025-2030)" to ensure a clear development blueprint and continuous policy support [3] - Special support policies have been in place for four consecutive years, covering breeding, hatching, farming, and processing, providing preferential loans and 50% interest subsidies [3] - The integration of technological innovation and efficient services has strengthened the technical support for the goose industry, including on-site expert guidance and a 24-hour response system for quarantine services [3]

若以公告披露当日即6月30日立华股份二级市场收盘价18.79元/股计算，上述减持主体拟减持部分市值 约为4.72亿元。 长江商报奔腾新闻记者徐佳 养殖主业大幅回温之际，立华股份（300761）(300761.SZ)实控方再抛减持计划，落实对核心员工的激 励。 6月30日晚间，立华股份发布实控人减持计划。公司实际控制人程立力及其一致行动人常州市奔腾牧业 技术服务中心(有限合伙)(以下简称"奔腾牧业")计划自公告披露之日起15个交易日后的3个月内，以集中 竞价方式或以大宗交易方式合计减持公司股份不超过2511.8万股，占公司总股本比例为3%。 对于实控人本次计划减持的原因，立华股份披露，程立力本次减持原因为偿还股权质押贷款及利息。奔 腾牧业的大部分有限合伙人为在公司首次公开发行股票并在创业板上市前入职且与公司共同发展成长的 公司管理人员及技术骨干，持股年限较长，本次减持可落实对上述人员的激励措施，以充分调动其积极 性和创造性，有效提升核心团队凝聚力。 公告显示，2019年2月，立华股份在创业板上市。2023年2月，程立力的一致行动人聚益农业、昊成牧 业、沧石投资抛出不超过5.98%的减持计划。随后在2023年3月 ...

据悉，会议由首席专家林雪彦教授主持。省农业农村厅科技教育处副处长渠通洋在讲话中，对省牛产业技术体系2024年工作给予高度评 价与充分肯定，并围绕技术创新、成果转化、产业融合等维度，对2025年工作提出新目标与新期望。东营市农业农村局党组成员、东营 市现代畜牧业发展服务中心党总支书记、主任刘志强发表致辞，向与会嘉宾介绍东营市依托黄河三角洲资源禀赋形成的牛产业发展优势 与规划，诚邀各方深化合作，共同推动产业提质增效、转型升级。 6月25—26日，山东省牛产业技术体系2024年度工作总结暨考评会议在东营成功召开。本次会议由山东农业大学动物科技学院、东营市现 代畜牧业发展服务中心联合承办，省农业农村厅科技教育处副处长渠通洋，省牛产业技术体系顾问、国家奶牛产业技术体系研究室主任 兼岗位科学家王中华、省牛产业技术体系顾问侯明海，东营市农业农村局党组成员、东营市现代畜牧业发展服务中心党总支书记、主任 刘志强等领导专家出席会议，省牛产业技术体系首席专家、各岗位专家和试验站站长及其团队有关人员近50人参会。 在考评环节，首席林雪彦教授率先代表省牛产业技术体系述职，全面回顾总结体系年度工作成效、存在问题，明确后续工作打算。随 后 ...

大宗商品研究所 农产品研发报告 生猪日报 2025 年 7 月 1 日 研究员：陈界正 期货从业证号： F3045719 投资咨询证号： Z0015458 联系方式： chenjiezheng_qh@chinastock.c om.cn | | | | | | | | 生猪价格日报 | | 2025/7/1 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 现货价格 | | | | | | | 今 日 | 昨 日 | 变 化 | | 今 日 | 昨 日 | 变 化 | | 河南（0） | 15.29 | 15.09 | 0.20 | 山 西 | 15.05 | 14.84 | 0.21 | | 湖北（0） | 14.81 | 14.66 | 0.15 | 辽 宁 | 14.77 | 14.69 | 0.08 | | 安徽（300） | 15.29 | 15.15 | 0.14 | 吉 林 | 14.72 | 14.55 | 0.17 | | 湖南（100） | 15.09 | 14.79 | 0.30 | 黑龙江 | 14.55 | 1 ...

证券研究报告 | 2025年07月01日 牧业大周期十问十答快评 2025 年肉牛大周期或迎拐点，看好国内肉奶景气共振上行 优于大市 |  | 行业研究·行业快评 |  | 农林牧渔 |  投资评级：优于大市（维持） | | --- | --- | --- | --- | --- | | 证券分析师： | 鲁家瑞 | 021-61761016 | lujiarui@guosen.com.cn | 执证编码：S0980520110002 | | 证券分析师： | 李瑞楠 | 021-60893308 | liruinan@guosen.com.cn | 执证编码：S0980523030001 | | 证券分析师： | 江海航 | 010-88005306 | jianghaihang@guosen.com.cn | 执证编码：S0980524070003 | 事项： 据农业农村部统计，截至 2025 年 6 月 27 日，国内主产区牛肉均价为 63.73 元/kg，同比+10.66%，年初至 今累计上涨 19.92%；主产区生鲜乳均价为 3.04 元/kg，同比-7.60%，年初至今累计下跌 2.25%； ...

Core Viewpoint - The introduction of advanced technology by experts significantly reduces production costs for enterprises and addresses long-standing technical challenges in the agricultural sector [1]. Group 1: Expert Involvement - A team of eight top experts from research institutions, including the Chinese Academy of Sciences and Beijing University of Science and Technology, has been actively providing technical guidance in the field [3]. - The expert service team focuses on green fertilizer research, waste resource utilization, soil restoration, and the handling of deceased livestock, aiming to solve technical issues at the grassroots level [5]. Group 2: Practical Applications - In the production workshop of a local company, experts implemented effective measures such as reducing aeration time and adjusting pH levels, leading to a breakthrough in sheep manure composting processes, achieving compliance with quality standards in a single composting cycle [7]. - The expert service team conducted technical exchanges and precise guidance in various locations, addressing bottlenecks in local agricultural practices and promoting a green circular economy [9]. Group 3: Impact and Future Plans - The service model established by the Inner Mongolia Human Resources and Social Security Department aims to enhance collaboration between research institutions and enterprises, accelerating the integration of production, education, and research [9]. - Since the launch of the expert service initiative in 2011, over 330 activities have been conducted, with an investment exceeding 16 million yuan, benefiting hundreds of thousands of grassroots farmers and promoting the transformation of the agricultural sector in the region [9].

Market Focus - As of the week ending June 27, the profit from self-breeding and self-raising pigs was 50.25 CNY per head, up from 19.40 CNY per head the previous week. In contrast, the profit from purchasing piglets was a loss of 131.71 CNY per head, improved from a loss of 186.79 CNY per head the prior week [1] - The Dalian Commodity Exchange has adjusted the delivery quality standards for live pig futures, modifying the average and individual weight ranges for delivery standards. The average weight range has been changed from [100, 120] kg to [110, 130] kg, and the individual weight range from [90, 140] kg to [90, 150] kg. Additionally, the pricing adjustments for alternative delivery items have been specified [1] Daily Market Data - The national average price for live pigs as of July 1, 2025, varies by province, with prices ranging from 13.86 CNY/kg in Xinjiang to 16.73 CNY/kg in Guangdong. The prices reflect a slight increase compared to the previous day, with most regions showing a stable outlook for the near future [4] Industry Review - Currently, pricing power in the pig market is concentrated among leading enterprises. The recent increase in pig prices is attributed to major producers actively reducing supply, along with speculative capital providing some support. Despite awareness of oversupply, the industry sentiment has shifted, leading to increased willingness to hold back supply to maintain prices [5]