今年是我省开展宜居宜业和美乡村片区建设的第二年，省委、省政府明确"一年开局起步、两年打 好基础、三到五年初见成效"的目标。一年来，片区建设进展如何？如何让"两年打好基础"的成色更 足，为长远发展提供更有力支撑？10月15日，全省宜居宜业和美乡村片区建设现场推进会在宿迁召开， 记者在会场内外寻找答案。 塑形："巧提升"打造"新乡景" 走进宿迁市宿城区蔡集镇牛角社区，芳香四溢的花木中，村民们惬意地休闲锻炼；流水潺潺的河道 里，小鱼在水草间来回穿行。"我们社区既有城市的整洁便利，又有乡村的恬静悠然。"牛角社区党委书 记吴沅锴说，社区专注"微改造"、精于"巧提升"——路网黑化，水网连通，把城市的便捷"引"过来；见 缝插针绿化美化、一户一策改善住房，把乡村的韵味"留"下来。 这样的"新乡景"，在江苏大地不断涌现。省委农办主任、省农业农村厅厅长季辉介绍，一年来，各 地根据片区资源禀赋、产业基础和市场需求，科学制定发展策略，推动土地、资金、技术、劳动力等要 素向片区集聚。 加快生产生活条件改善，片区成为农业农村现代化建设"示范区"。各地统筹农田、道路、水系等基 础工程建设，一体推进城乡基础设施互联互通、公共服务共建共享，生 ...

聚力产业升级，打造融合发展示范区。"十四五"以来，农林牧渔业总产值增长30.9%，达到1358.7亿 元、全省第1，29家企业、112家合作社入选全国500强，全国地市第1，蔬菜、畜禽、花卉、农机、玉米 5个产业规模超千亿，1350家规上农产品加工企业营收2930亿元、年均增长11.1%，农村电商网络零售 额突破270亿元，30个镇村入选省以上旅游重点镇村，培育全国名特优新农产品98个，"潍坊农品"进入 全国300多个大中城市。 齐鲁晚报·齐鲁壹点 王佳潼 王梦瑶 10月10日，潍坊市人民政府新闻办公室召开决胜"十四五" 谋篇"十五五"潍坊市推进高水平对外开放新 闻发布会。记者在会上获悉，潍坊国家农业开放发展综合试验区是全国首个以农业为特色的国家对外开 放综合试验区。"十四五"以来，潍坊国家农业开放发展综合试验区扛牢主体责任，勇于改革创新，实现 由量到质、由形到势的全面变化。 智能农机装备 全国蔬菜质量标准中心 面向"十五五"，潍坊国家农业开放发展综合试验区将锚定"新时代中国农业走向世界的国家名片"目标， 抢抓机遇、用好政策，在引领农业开放发展、农业科技创新、三次产业融合发展上聚焦用力，加快打造 开放活力迸发 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 证券研究报告-晨会聚焦 发布日期：2025 年 10 月 09 日 资料来源：聚源，中原证券研究所 -19% -13% -8% -3% 2% 7% 12% 18% 2024.10 2025.02 2025.06 2025.09 上证指数 深证成指 | 周度策略：一周要闻与投资参考(2025.0929-1005） | | --- | | 周度策略：一周要闻与投资参考(2025.0922-0928） | | 市场分析：航天汽车行业领涨 A 股震荡整固 | | 市场分析：电源计算机领涨 A 股小幅整理 | | 宏观专题：我国科创债市场发展及民营企业参与度分析 | | 【行业公司】 | 行业深度分析：上半年业绩小幅增长，二季度环比进一步改善 行业月报：八月国内新增光伏装机需求显著萎缩，多晶硅能耗标准拟大幅 提升 行业月报：周期为盾，成长为矛，关注工程机械、船舶、机器人、AIDC 等高景气板块 行业月报：稳增长工作方案出台，助力行业高质量发展 | 国内市场表现 | | | | --- | - ...

Group 1 - The article discusses the tax exemption policies for agricultural products, specifically focusing on the sales of primary agricultural products by producers and cooperatives [2][3]. - Agricultural producers selling their own primary products are eligible for tax exemptions, while those selling purchased agricultural products or processed products are not [2][3]. - The "company + farmer" model allows for tax exemptions on the sales of livestock and poultry when companies contract with farmers for production [3]. Group 2 - Specific agricultural activities such as the cultivation of vegetables, grains, and certain seeds are exempt from corporate income tax [3][4]. - Initial processing of agricultural products that does not alter their inherent components is eligible for corporate income tax benefits [5]. - Certain processed products, including canned vegetables and refined oils, do not qualify as initial processing and are thus ineligible for tax benefits [6]. Group 3 - There are provisions for reduced corporate income tax rates for specific agricultural sectors, such as flower and tea cultivation, as well as aquaculture [7]. - The article outlines the tax benefits for individual businesses, including VAT exemptions for small-scale taxpayers with monthly sales not exceeding 100,000 yuan [14][15]. - Individual businesses with annual taxable income not exceeding 2 million yuan can benefit from a halved personal income tax rate [15][17].

天眼查App显示，近日，颍上玖牧耘贸易有限公司成立，法定代表人为王海东，注册资本200万人民 币，经营范围为一般项目：畜禽收购；皮革鞣制加工；初级农产品收购；毛皮制品加工；鞋帽零售；毛 皮鞣制加工；制鞋原辅材料销售；服装辅料销售；皮革销售；针纺织品及原料销售；鞋和皮革修理；服 装服饰零售；鞋帽批发；皮革制品销售；家用电器销售；服装服饰批发；针纺织品销售；箱包销售；产 业用纺织制成品销售；家用纺织制成品制造；劳动保护用品销售；服装、服饰检验、整理服务；再生资 源回收（除生产性废旧金属）；再生资源销售（除许可业务外，可自主依法经营法律法规非禁止或限制 的项目）。 ...

Core Viewpoint - The article discusses the corporate income tax reduction and exemption policies for agricultural, forestry, animal husbandry, and fishery projects in China, highlighting the eligibility criteria and specific projects that qualify for these tax benefits. Group 1: Tax Exemption Eligibility - Not all agricultural, forestry, animal husbandry, and fishery project incomes are eligible for corporate income tax exemptions. Specific projects that are exempt include the cultivation of vegetables, grains, tubers, oilseeds, legumes, cotton, hemp, sugar crops, fruits, nuts, new crop variety breeding, medicinal herb cultivation, forestry, livestock and poultry breeding, collection of forest products, and offshore fishing [3][4]. - Income from certain projects, such as the cultivation of flowers, tea, and other beverage and spice crops, as well as marine and inland aquaculture, is subject to a 50% reduction in corporate income tax [3]. Group 2: Company and Farmer Operating Model - Companies operating under a "company + farmer" model can enjoy corporate income tax benefits. In this model, companies contract with farmers for livestock and poultry breeding, providing necessary resources while retaining ownership rights [6][7]. Group 3: Specific Project Definitions - The income from breeding new crop varieties includes profits from breeding materials and the production, initial processing, and sale of seeds and seedlings [7]. - Income from forestry activities encompasses profits from tree and bamboo breeding, nurturing, management, and large-scale afforestation [7]. - Income generated from livestock and poultry waste can also qualify for tax benefits under the livestock and poultry breeding category [8]. Group 4: Initial Processing of Agricultural Products - The scope of initial processing of agricultural products is defined by specific regulations, and companies that purchase agricultural products for replanting or breeding can qualify for tax benefits if they do not significantly increase the product's value through processing [8][9]. - Direct sales of purchased agricultural products do not qualify for tax benefits [8]. Group 5: Accounting and Reporting Requirements - Companies engaged in different projects subject to various corporate income tax policies must maintain separate accounting records for each project to calculate tax bases and benefits accurately [9]. - Companies can apply for tax benefits through self-assessment and must retain relevant documentation for review [9].

Group 1 - A new company named Yongsheng Wangyuan Trading Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Hu Xiaobao [1] - The business scope includes licensed projects such as liquor operation, food production, and agricultural genetically modified product processing [1] Group 2 - General projects include fruit planting, wholesale and retail of fresh fruits, and production and sales of agricultural products [1] - The company is also involved in the processing, transportation, and storage of agricultural products, as well as the initial processing and wholesale of edible agricultural products [1] - Additional activities include the cultivation and sale of vegetables, traditional Chinese medicine, and various agricultural product acquisitions [1]

Core Viewpoint - The article discusses the tax exemption policies for agricultural products sold by farmers' cooperatives and the conditions under which these exemptions apply [5][6]. Group 1: Tax Exemption for Agricultural Products - Agricultural producers selling their own products are exempt from value-added tax (VAT) [5]. - Farmers' cooperatives selling products produced by their members are also considered as agricultural producers and are exempt from VAT [5]. - Companies using a "company + farmer" model for selling livestock are eligible for VAT exemption as they are deemed to be selling self-produced agricultural products [6]. Group 2: Processed Agricultural Products - Once agricultural products are processed (e.g., tea leaves into refined tea), they no longer qualify for VAT exemption and must be taxed at the applicable rate [6]. - Sales of externally purchased agricultural products do not qualify for VAT exemption [6].

Core Viewpoint - Zhejiang Huatong Meat Products Co., Ltd. plans to engage in hedging activities to mitigate potential risks from raw material price fluctuations [1][2]. Group 1: Business Details - The company is involved in feed processing, livestock farming, slaughtering, and deep processing of meat products [2]. - The purpose of the hedging activities is to utilize futures and options to effectively manage adverse impacts from raw material price volatility, thereby enhancing operational efficiency and ensuring sustainable business operations [2]. - The hedging will focus on products and raw materials related to its operations, including soybeans, soybean meal, palm oil, corn, starch, and various livestock products [2]. - The total amount for hedging activities will not exceed RMB 20 million, using the company's own funds without involving raised funds or bank credit [2]. Group 2: Approval Process - The proposal for hedging activities was approved during the 22nd meeting of the fifth board of directors on August 25, 2025, and does not require shareholder approval [3]. Group 3: Risk Management Measures - The company has established several risk control measures, including aligning hedging activities with operational needs, strict funding controls, and monitoring futures trading to avoid liquidity risks [4]. - A dedicated team will monitor contracts, set stop-loss targets, and manage customer credit to mitigate risks [4]. - The appointed sponsor, China Merchants Securities Co., Ltd., has confirmed that the company has followed necessary legal procedures and has established relevant internal controls and risk management systems [4].

Sales Performance - In July 2025, the company reported a sales decrease of 2.40% year-on-year, with a total sales volume decline of 3.19% [1] - The sales data indicates a significant drop of 24.91% compared to previous periods [1] Business Operations - The company operates in various sectors including livestock farming, feed processing, poultry farming, and slaughtering, but the disclosed sales data only reflects the live sales from poultry and pig farming segments [1] - Other business segments such as pig slaughtering, meat processing, and feed processing are not included in the sales report [1]