Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the ongoing decline in pork prices, with the average price of live pigs at 12.64 CNY/kg, down 3.05% week-on-week, indicating a supply surplus in the market. However, upcoming festivals are expected to boost consumption and potentially stabilize prices [2][13] - The report emphasizes the importance of improving grain yield through advanced agricultural practices and technology, particularly in the context of food security and the promotion of genetically modified crops [1][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is focusing on enhancing grain yields through a comprehensive approach tailored to specific crops and regions. This includes promoting high-performance agricultural machinery and addressing storage issues in different regions [1][12] - Companies like Beidahuang and Suqian Agricultural Development are expected to benefit from these initiatives, along with seed companies such as Dabeinong and Longping High-Tech [1][12] Swine Farming - The current average price of live pigs is 12.64 CNY/kg, reflecting a significant decrease due to oversupply. A meeting was held to discuss reducing the breeding sow population by approximately 1 million to stabilize prices [2][13] - The report suggests that the swine industry will focus on quality improvement and efficiency, with a gradual elimination of outdated production capacity. Companies like Muyuan Foods and Wen's Foodstuffs are highlighted as key players to watch [2][5][13] Key Agricultural Product Data Tracking - Corn: The average price is 2360.47 CNY/ton, down 0.10% week-on-week [26] - Wheat: The average price is 2434.39 CNY/ton, up 0.23% week-on-week [29] - Soybeans: The average price is 4050.42 CNY/ton, up 0.17% week-on-week [38] - Cotton: The average price is 15090.00 CNY/ton, down 0.89% week-on-week [46] Feed and Vitamin Prices - The average price of pig feed is 2.68 CNY/kg, with no change week-on-week. Vitamin E prices have decreased by 7.84% to 51.70 CNY/kg [52][63]

强化执法监管，严打违法违规行为。针对黄河口大闸蟹、海参、对虾等主养品种，大口黑鲈、鲫鱼2个重点治理品种，东营市联合监管、执法、技术支持 等单位，围绕生产养殖用药记录建立、承诺达标合格证开具、常规用药休药期落实等重点内容，对养殖主体开展全覆盖巡查检查，对发现问题提出整改措 施，并对整改情况进行闭环管理。今年以来，累计出动执法监管人员500余人次，检查渔业企业、家庭农场、养殖户等各类主体135家次，反馈问题10余 项。 黄学东介绍，"两节"期间正值养殖水产品大量集中上市，消费旺盛、购销量大，是质量安全问题易发的敏感时期。为全面强化水产品质量安全监管工作， 保障水产品消费安全，东营市海洋发展和渔业局坚守水产品质量安全底线，强化责任落实，严格监管措施，全力提高水产品质量安全保障水平。 强化监测排查，精准防控问题隐患。东营市海洋发展和渔业局加大监督抽检频次，先后开展部级产地药残抽检12批次，省级监督抽检30批次，风险监测31 批次，产品覆盖对虾、大闸蟹、海参、淡水鱼等我市主养品种，同时，对重点治理品种实行批批速测、月月抽检，有效提高养殖户的抽检比例。今年以 来，东营市海洋发展和渔业局开展各级抽检325批次，东营市水产品 ...

随着节前采购需求的持续增加，新发地市场水果交易量也比平时多出20%，总量稳定在1.3万吨。北方 主产的苹果、梨、葡萄成为主流，南方水果中的橘子、柚子、香蕉、火龙果、石榴、猕猴桃也占有很大 比例，榴莲依然是线上线下（300959）均受欢迎的网红产品，节前消费迎来一波新的高峰。昨天水果的 加权平均价格为7.92元/公斤，与去年同期基本持平。近期，水果礼盒、精品包装类水果的需求明显增 多，很多商户反映，节日效应带动了市场繁荣。 新京报讯（记者陈琳）国庆中秋假期即将来临，假期蔬菜供应情况如何？9月26日，新京报记者走访北 京新发地市场了解到，节前新发地市场加大各类农产品进场量，确保节日供应总量充足、品种丰 富。"近期蔬菜供应每天稳定在2万吨左右。昨天蔬菜加权平均价为3.13元/公斤，与去年同期相比下降了 34%。"新发地市场宣传部部长童伟介绍。 记者在新发地市场蔬菜交易区看到，前来采购的客商明显增多，一大早不少装载蔬菜的车辆已经售卖大 半。"这几天我们每天的销售量比前期上涨约80%，每天二三十个工人加班加点打包蔬菜。"商户刘俊红 介绍，她售卖的生菜主要来自张家口地区，今年雨水大、蔬菜长势很好，再加上扩种的影响，生菜产 ...

海参产业是山东省渔业优势特色产业，在丰富人民群众"菜篮子"、保障优质蛋白供给、促进渔民增 收致富等方面发挥着重要作用。《实施意见》提出，到2030年，培育高质抗逆海参新品种4－6个，全省 优质海参产量稳定在10万吨以上，培育有影响力的海参企业产品品牌10个以上，"胶东刺参"区域公用品 牌得到广泛认可，山东海参产业在全国占据领先优势，产值突破600亿元。 山东加快推进海参产业高质量发展 打造全国精品海参生产基地 近日，省农业农村厅、省委金融办、省科技厅、省财政厅、省商务厅、省市场监管局联合印发了 《关于加快推进海参产业高质量发展的实施意见》，部署实施种业提升、绿色养殖、高值利用、质量管 理、品牌培育、金融赋能等六大工程，着力打造全国优质海参主产区、全产业链发展样板区，引领全国 海参产业高质量发展。 在海参产业发展布局方面，《实施意见》提出，以山东半岛东、北部海洋牧场、近岸池塘为载体， 以生态放养为主要生产方式，着力打造全国精品海参生产基地。借助黄河三角洲地区大面积盐碱地资 源，因地制宜发展海参池塘生态养殖。以烟台、威海、青岛为重点，建设全国优质海参苗种繁育基地。 实施海参产业扶优培强行动，立足胶东半岛区域海参产 ...

人民财讯9月18日电，近日，山东省多部门联合印发《关于加快推进海参产业高质量发展的实施意 见》，部署实施种业提升、绿色养殖、高值利用、质量管理、品牌培育、金融赋能等六大工程，着力打 造全国优质海参主产区、全产业链发展样板区。山东提出，目标到2030年，全省优质海参产量稳定在10 万吨以上，培育有影响力的海参企业产品品牌10个以上，山东海参产业产值突破600亿元。 ...

Core Insights - The event "Ningde Made Powerful Global Go" marks the 10th anniversary of 1688's strong merchants and aims to explore new business opportunities in the digital age [1][4] - The event gathered 162 enterprises from various sectors, including Ningde's specialty products, to enhance their online growth through tailored support policies [1][4] Group 1 - The Ningde Municipal Market Supervision Administration organized the event to focus on local industries and provide online growth solutions for merchants [1][4] - The event featured professional sharing sessions and practical services, addressing pain points in e-commerce compliance and risk management [2][4] - A "1v1 exclusive diagnostic service" was set up for Ningde merchants to engage directly with the 1688 platform service team to plan supply chain development [2][4] Group 2 - Currently, there are 9,641 e-commerce entities in Ningde, but many face challenges in digital transformation, such as lack of online operation experience and quality marketing channels [4] - The Ningde Municipal Market Supervision Administration is implementing national and provincial guidelines to support small and micro enterprises in leveraging online platforms [4][7] - The event provided a comprehensive support package covering the entire process of opening, growing, and servicing e-commerce businesses [7]

Group 1 - The event was organized by the Ministry of Commerce and the International Cooperation Center of the National Development and Reform Commission, focusing on long-term development planning and green industry development under the Belt and Road Initiative [1][8] - Over 50 officials participated in the visit to the Tianjin Bohai Chemical Group's Han Gu Salt Field, which highlighted the integration of cultural heritage, green industry, ecological aquaculture, and resource recycling [1][6] - The visit included immersive experiences at the Tianjin Changlu Sea Salt Cultural Tourism Zone, showcasing the historical context of sea salt culture and the blend of traditional salt-making techniques with modern tourism [6][8] Group 2 - Participants observed the technological research and production processes of the microalgae health industry at Han Salt Keri Biological Company, recognizing the growth potential of the green biological industry [6][8] - The aquaculture base of Han Salt Modern Aquatic Technology Company was visited, where officials experienced the ecological farming environment and tasted high-quality seafood products, demonstrating the success of the ecological aquaculture model [6][8] - The visit concluded with a focus on the seawater bromine production process at the brine comprehensive utilization plant, emphasizing the Han Gu Salt Field's approach to the tiered development and recycling of marine resources [6][8]

Group 1 - In 2025, foreign trade enterprises are under pressure, and the strategy of exporting to domestic sales has become crucial for their adaptation, with structural impacts deepening and expanding [1] - JD.com has launched a support plan and is leveraging its self-operated supply chain capabilities to assist foreign trade enterprises in quickly entering the domestic market [1][2] - JD.com has partnered with Fujian, a major foreign trade province, to create a model for the export-to-domestic sales transition, following successful collaborations in Zhejiang [1][2] Group 2 - JD.com’s subsidiary, Jingxi, has actively implemented the "JD 200 billion export-to-domestic sales plan" in collaboration with Fujian, utilizing various initiatives to empower local export production enterprises [2][3] - Since the launch of the export-to-domestic sales project, JD.com has provided exposure for nearly 70,000 products from over 500 foreign trade enterprises in Fujian, with more than 20 million items shipped through Jingxi [2][3] Group 3 - Jingxi operates under a "quasi-self-operated" model, managing the entire supply chain process for enterprises, allowing them to focus solely on production [3] - The "Factory Goods Subsidy" plan initiated by Jingxi aims to provide 10 billion yuan in subsidies to enhance user experience, logistics services, and factory efficiency [3][4] Group 4 - JD.com plans to drive over 10 billion yuan in sales for Fujian's industrial belt over the next three years, creating 50,000 jobs [7] - The collaboration between JD.com and Fujian not only aids in the transition of foreign trade enterprises to domestic sales but also promotes local industrial upgrades [6][7]

Group 1 - Dalian is positioned at a latitude that is ideal for the growth of crops and marine life, with a significant marine area and coastline, making it a key city for marine economic development in China [1] - The city has a strong foundation in traditional marine industries such as fishing, shipbuilding, and marine chemicals, but faces challenges in economic scale and innovation compared to advanced regions [2][3] - Dalian's marine economy is projected to reach a total output value of over 450 billion yuan in 2024, indicating a significant step forward in its development [2] Group 2 - Dalian has established itself as a leader in marine aquaculture, with the highest production of sea cucumbers, scallops, and kelp in the country, contributing to its reputation as a "blue granary" [4][3] - The city is focusing on sustainable practices in marine farming, utilizing artificial reefs and seaweed restoration to enhance the ecological environment for aquaculture [4][3] - Dalian's marine biological industry is expanding, with successful trials in cultivating new species such as sea urchins, indicating a diversification of its marine resources [4] Group 3 - Dalian's shipbuilding industry is undergoing transformation, with significant mergers and acquisitions aimed at enhancing competitiveness and diversifying operations [6][7] - The development of domestically produced key components, such as large marine crankshafts, is breaking the reliance on imports and positioning Dalian as a significant player in the global shipbuilding market [7] - The city is leading in the production of advanced marine engines, including methanol dual-fuel engines, which are crucial for the transition to cleaner energy in shipping [8][9] Group 4 - Dalian is actively promoting marine technology innovation, with initiatives to develop high-tech marine industries and enhance the integration of technology in traditional sectors [10][12] - The establishment of the Yinggeshi Science City is a strategic move to foster marine science and technology, supporting the development of marine biomedicine and other high-tech industries [17][36] - The city is focusing on the integration of research, industry, and education to drive innovation in marine technology, with a significant number of research institutions and universities located in Dalian [17] Group 5 - Dalian is committed to ecological protection and sustainable development, implementing measures to restore marine ecosystems and improve water quality [18][23] - The city has taken strong actions against illegal marine activities that threaten ecological balance, demonstrating a commitment to preserving its marine environment [19][20] - Dalian's efforts in ecological restoration are complemented by a growing awareness among citizens about the importance of environmental protection [20][21] Group 6 - The tourism sector in Dalian is experiencing rapid growth, with a focus on enhancing the marine tourism experience and diversifying offerings beyond traditional sightseeing [24][25] - The city is leveraging its natural beauty and cultural heritage to attract tourists, with significant increases in visitor numbers and tourism revenue [24] - Dalian is exploring new tourism models that emphasize experiential and emotional value, aiming to transform the visitor experience from passive observation to active engagement [25]

Core Viewpoint - The 11th Guangzhou International Fisheries Expo will take place from September 11 to 13, 2025, showcasing a wide range of seafood products and technologies, highlighting China's position as a major player in the global fisheries industry [1][3]. Industry Overview - China is a significant fishing nation, with a projected total aquatic product output of 73.58 million tons in 2024, reflecting a year-on-year growth of 3.39% [1]. - The overall fishery economy remains stable, with both the volume and value of wholesale market transactions increasing, contributing to rising incomes for fishermen [1]. Event Details - The expo will feature 650 exhibitors from over 20 countries and regions, presenting products such as seafood, aquaculture equipment, and processing technologies, while facilitating efficient connections with professional buyers from 82 countries and regions [1]. - The event will include six major exhibition areas, covering marine ranching, domestic specialty seafood, international seafood, aquaculture and animal health equipment, prepared food processing, and cold chain logistics [3]. Technological Advancements - The "Dehai No. 1" intelligent aquaculture platform model was showcased, representing the first mixed-structure deep-sea farming facility capable of withstanding severe weather conditions, emphasizing its economic viability and ease of maintenance [2]. - The establishment of the Haizhu District Marine Ranch Technology Promotion Association aims to foster local marine enterprises and enhance technology research and development, with over 70 member units currently involved [2]. Additional Activities - The expo will host 20 forums and networking events, where industry experts will share insights and strategies to promote high-quality development in the fisheries sector [3].