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新技术、新成果、新渠道——从种子“双交会”看我国种业新趋势
Xin Hua She· 2025-09-28 13:53
新华社济南9月28日电 题:新技术、新成果、新渠道——从种子"双交会"看我国种业新趋势 新华社记者胡璐、叶婧 9月26日至28日,第十七届中国国际种业博览会暨第二十二届全国种子信息交流与产品交易会在山东青岛举行。AI赋能育种体系,高油高产 大豆等一大批突破性品种集中亮相,网络售种更规范……这场种子"双交会"上,我国种业发展新趋势清晰可见。 色泽金黄的玉米棒、豆荚饱满的大豆植株、"穿着"各色包衣的种子……在中国种子集团有限公司展区,玉米、水稻、大豆、小麦和蔬菜五大 作物品类的展岛并排而立。据介绍,中种集团首次展示玉米AI数字化育种工具"GASEL",以及由AI技术选育的玉米果穗。 "这一AI工具可以提高育种效率,节省育种成本。"中种集团预测育种科研人员李志刚说,以田间测试环节为例,早代田间测试原本需要四五 个月才能完成,利用全基因组预测技术后缩短至几小时甚至几分钟,而且选育出来的杂交组合产量更高、抗病害能力更强。 传统育种方法依赖长期试验与经验决策,研发周期长、效率受限,难以满足现代农业高效、精准、绿色发展的需求。我国不少头部种业企业 和育种工作者期盼通过人工智能为育种体系赋能。 前不久,由中国科学院遗传与发育 ...
登海种业20250429
2025-04-30 02:08
Summary of the Conference Call for Denghai Seeds Company Overview - **Company**: Denghai Seeds - **Industry**: Agricultural Seeds Key Financial Performance - **Q1 2025 Revenue**: Decreased by 30% year-on-year to 162 million yuan [2] - **Q1 2025 Net Profit**: Decreased by 18.37% year-on-year to 24.5977 million yuan [2] - **2024 Full Year Revenue**: 1.246 billion yuan, down 19.74% year-on-year [3] - **2024 Full Year Net Profit**: 56.6256 million yuan, down 77.86% year-on-year [3] Cost and Production Insights - **Manufacturing Cost Reduction**: Driven by increased yield and reduced soybean production costs [4] - **Average Corn Yield**: Increased from over 300 kg in 2023 to over 400 kg in 2024, significantly lowering production costs [4] - **Seed Pricing Trends**: Decline in seed product ex-factory prices and terminal prices due to falling grain prices [2][5] Market Demand and Product Strategy - **Market Demand Shift**: Increasing preference for low-cost, high-yield seeds; seeds with yields below 400 kg are losing competitiveness [2][7] - **Target Yield Values**: Northwest region target yield set at 3,600 yuan, Gansu region at approximately 4,200 yuan [8] Profitability and Margin Analysis - **Gross Margin Improvement**: Increased by 1.43 percentage points in Q4 2024 compared to the previous year; significant improvement in Q1 2025 [6] - **Factors for Margin Improvement**: Lower manufacturing costs, optimized product mix, and promotion of new disease-resistant varieties [6] Product Development and Innovation - **New Varieties**: Denghai 2219 and Denghai 997 approved for national promotion, focusing on disease resistance and high-density planting [4][25] - **Market Adaptation**: Introduction of new varieties to meet market demands for drought resistance and low-stature plants [19][27] Pricing and Sales Outlook - **Current Seed Prices**: Retail prices for seeds are estimated between 4 to 5 yuan, with expectations of low prices due to high inventory levels [9] - **Future Pricing Trends**: Anticipated continued pressure on seed prices due to market adjustments and expansion of genetically modified varieties [5][9] Regulatory and Market Environment - **Transgenic Corn Market**: Current market price for transgenic corn is around 70-80 yuan; price increases are not feasible due to market competition [10][13] - **Transgenic Area Expansion**: Expected to reach tens of millions of acres by 2025, with gradual policy relaxation [13][14] Climate Impact and Agricultural Challenges - **Climate Change Effects**: Extreme weather conditions significantly impact corn growth, leading to increased disease prevalence [23][24] - **Adaptation Strategies**: Focus on developing varieties with better resistance to climate-induced stresses [27][28] Conclusion - **Future Growth Potential**: Despite current challenges, the company is positioned to leverage new product developments and market trends to enhance profitability and market share in the agricultural seeds industry [12][15]