处暑节气将至，农民抢抓农时开展农事劳作。章洲摄（人民图片网） 2025年8月22日，在江苏省兴化市陈堡镇唐庄村，农民在稻田间除草。 处暑节气将至，农民抢抓农时开展农事劳作。周社根摄（人民图片网） 2025年8月22日，在贵州省黔东南苗族侗族自治州三穗县台烈镇颇洞村黑皮冬瓜种植基地，村民在采收黑皮冬瓜。 2025年8月22日，在山东省青州市黄楼街道东建德村，农民在花棚里浇灌仙客来花。 处暑节气将至，农民抢抓农时开展农事劳作。王继林摄（人民图片网） 处暑节气将至，农民抢抓农时开展农事劳作。蔡小平摄（人民图片网） 2025年8月22日，浙江省金华市婺城区莘畈乡方家村农田里，当地农民正进行秋季鲜食玉米播种作业。 处暑节气将至，农民抢抓农时开展农事劳作。胡肖飞摄（人民图片网） 2025年8月22日，海南省万宁市和乐镇的农民在采收红薯。 处暑节气将至，农民抢抓农时开展农事劳作。蒙钟德摄（人民图片网） 2025年8月22日，湖南省东安县紫溪市镇南庄村村民在晾晒玉米。 ...

Investment Rating - The report maintains an "Accumulate" rating for the agricultural sector [6] Core Views - The USDA significantly raised the corn production forecast for the U.S. while lowering the soybean production forecast [1][15] - The agricultural sector underperformed the CSI 300 index by 2.5 percentage points this week [11] Summary by Sections Global Supply and Demand Adjustments - Global wheat production for the 2025/26 season was lowered by 1.65 million tons to 807 million tons, with consumption down by 1.1 million tons to 809.5 million tons [2][16] - Global rice production was raised by 200,000 tons to 541.5 million tons, with consumption up by 400,000 tons to 542 million tons [2][16] - Global corn production was increased by 24.92 million tons to 1.28886 billion tons, primarily due to a 26.33 million ton increase in U.S. corn production [2][16] - Global soybean production was decreased by 1.3 million tons to 426 million tons, mainly due to declines in the U.S. and Serbia [2][16] Domestic Supply and Demand Forecasts - China's corn supply and demand forecast remains unchanged from last month, with overall supply and demand in a tight balance [3][17] - The soybean supply and demand forecast for China also remains unchanged, with favorable conditions for growth in major production areas [3][17] Livestock and Poultry - The national price for lean pigs is 13.74 CNY/kg, down 0.4% from last week, indicating a relatively low valuation [18][19] - White feather chicken prices increased to 7.2 CNY/kg, up 0.8% from last week, while chicken product prices decreased to 8.8 CNY/kg, down 0.6% [18][32] - The price of meat chicken chicks rose to 3.58 CNY each, up 14.4% from last week [18][28] Agricultural Products and Planting - The approval of genetically modified varieties is expected to lead to commercial sales, with potential for growth in the sector [18] - The agricultural sector is experiencing increased price volatility, with leading feed companies likely to replace smaller firms due to their advantages [18] Price Trends - Domestic corn spot price is 2394.12 CNY/ton, down 0.1% from last week [46] - Domestic soybean spot price is 3952.63 CNY/ton, up 0.7% from last week [56] - Domestic wheat spot price is 2438.11 CNY/ton, showing a slight increase from last week [51]

Core Viewpoint - The article emphasizes the importance of establishing a robust food security system to ensure stable production, favorable prices, smooth circulation, and high quality in the context of various challenges such as extreme weather, low grain prices, and rising food safety expectations [1][2]. Group 1: Food Production Challenges - Extreme weather events, including droughts and floods, have negatively impacted grain production this year, with summer grain experiencing slight reductions due to severe drought in some areas [2] - The current autumn grain production period is critical, facing challenges from continuous heavy rainfall in East and North China and high temperatures and drought in the Huang-Huai region [2] - The government has allocated 1.015 billion yuan to support disaster-stricken areas in restoring agricultural production [2] Group 2: Price Stability and Farmer Support - Fluctuations in grain prices can significantly affect market stability and food security, with low prices for wheat and rice potentially discouraging farmers from planting [3] - The government has initiated minimum purchase prices for wheat and early indica rice to prevent losses for farmers, ensuring they do not incur losses from grain production [3] - Various regions are encouraged to promote long-term contracts between grain processing enterprises and farmers to secure basic income for farmers while meeting consumer demand [3] Group 3: Consumer Trends and Quality Assurance - There is a shift in consumer preferences from merely being full to seeking high-quality and nutritious food, with a notable increase in demand for mid-to-high-end grain and oil products [4] - The article highlights the importance of food safety, with potential quality risks at various stages of the food supply chain, necessitating strict source control and monitoring [5] - The establishment of a comprehensive food quality safety inspection and monitoring system, along with the use of big data and blockchain technology for traceability, is crucial for ensuring food safety and transparency [5]

Group 1 - The company has dried nearly 2,000 tons of rice since starting operations on July 3, with all six drying machines operating continuously for over 300 hours during peak times [1] - The drying capacity of the facility has increased from 80 tons per day in 2018 to 150 tons per day after upgrades [1] - The average yield of rice per mu has increased from over 1,200 jin last year to 1,300 jin this year, with a milling rate of 98% for every 150 grams of rice [1] Group 2 - The district has been included in the "National Rice Yield Improvement Pilot County" list, promoting high-yield and disease-resistant rice varieties [2] - The use of advanced and intelligent drying equipment has reduced the broken rice rate from 10% to nearly zero, and drying time has decreased from over 20 hours to 18 hours [2] - Agricultural electricity consumption in the district has increased by 6% year-on-year, indicating a higher usage rate of agricultural machinery [2] Group 3 - There are over 10 drying facilities in the district, with several newly operational this year to support timely drying of rice during the harvest season [3] - The local power company has upgraded electrical circuits and installed vacuum circuit breakers in all drying facilities to ensure safety and efficiency [3] - The company plans to focus on connecting with buyers and negotiating prices after completing the drying of this year's summer harvest [3]

Core Viewpoint - The article highlights the increased use of grain drying equipment in Changde City, Hunan Province, to address the challenges of limited drying space and adverse weather conditions during the busy harvesting season of early rice. Group 1 - The "double harvest" busy season is currently underway, with over 600,000 acres of early rice in Changde City having been completely harvested [2][4][6]. - Local authorities have intensified the investment in grain drying equipment to alleviate the tight demand for drying space [2][4][6]. - The use of drying equipment is crucial for coping with unfavorable weather impacts on the harvested rice [2][4][6]. Group 2 - Workers are actively involved in operating the drying equipment at a rice drying factory in Shuangqiaoping Town, Changde City [8][10]. - The electric supply for the drying equipment is being monitored by the local power company to ensure operational efficiency [8].

Investment Rating - The report maintains a "Buy" recommendation for the agricultural sector [1] Core Insights - The USDA has adjusted global corn production forecasts downward while increasing global soybean production forecasts [1] Summary by Sections Corn - Global corn production for the 2024/25 year is revised down to 126.4 million tons, a decrease of 0.18% from previous estimates, while consumption remains stable at 127.6 million tons [9][12] - The global corn stock-to-use ratio is projected to decline to 21.33%, down by 0.25 percentage points [9][12] - In China, corn production is forecasted to remain stable at 29.5 million tons, with total demand also stable at 32.1 million tons, leading to a stock-to-use ratio of 55.81%, down from previous estimates [11][12] Soybeans - Global soybean production is expected to rise to 42.8 million tons, an increase of 0.20%, with consumption also up to 42.5 million tons, reflecting a 0.24% increase [20][21] - The global soybean stock-to-use ratio is projected to increase to 29.65%, up by 0.11 percentage points [20][21] - In China, soybean production is forecasted to remain stable at 21 million tons, with consumption at 13.3 million tons, resulting in a stock-to-use ratio of 32.62%, down by 1.13 percentage points [26][27] Wheat - Global wheat production is expected to remain stable at 80.9 million tons, while consumption is projected to rise to 81.1 million tons, leading to a stock-to-use ratio of 32.26%, down by 0.19 percentage points [32][33] - In China, wheat production is forecasted to remain stable at 14.2 million tons, with a stable stock-to-use ratio of 83.07% [37][38] Rice - Global rice production is adjusted down to 54.2 million tons, a decrease of 0.057%, while consumption is projected to rise to 54.2 million tons [43][44] - The global rice stock-to-use ratio is expected to decline to 34.58%, down by 0.14 percentage points [43][44] - In China, rice production is forecasted to remain stable at 14.6 million tons, with consumption also stable, leading to a stock-to-use ratio of 71.23%, down by 0.66 percentage points [49][51]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has issued a notice to promote the high-quality development of the rice-fish integrated farming industry, focusing on ten work requirements across four areas: standardization and enhancement, transformation and upgrading, income increase for farmers, and support measures [1]. Group 1: Industry Development Goals - The national rice-fish integrated farming area is projected to reach 46.05 million acres in 2024, representing a year-on-year increase of 2.6%, with an expected production of approximately 23 million tons of rice and 4.43 million tons of aquatic products [1]. - The notice emphasizes a development philosophy centered on "rice as the main crop, mutual promotion of rice and fish, and green development," aiming to achieve more efficient farming models and greater safety in production within three to five years [1]. Group 2: Technological Innovation and Research - The notice calls for strengthening research on the collaborative mechanisms of biological groups in rice-fish integrated farming, focusing on stable rice production, reduced fertilizer and pesticide use, and carbon reduction [2]. - Key technological innovations are to include integrated field engineering, species ratio optimization, precision cultivation, and resource recycling, aimed at promoting green, low-carbon, and safe production models [2]. Group 3: Income Generation and Community Development - The notice proposes mechanisms for profit-sharing among agricultural enterprises, new agricultural operators, and ordinary farmers, such as "guaranteed income + equity dividends" and "guaranteed price + market price increase" [3]. - It also encourages the development of the entire industry chain, integrating rice-fish farming with local culture, tourism, and rural construction through various activities and services [3].

央视网消息：江西是全国水稻重要产区，眼下，全省的早稻收获已进入高峰期，那么今年江西的早稻收成如何，应用了哪些新技术？7月 17日的"活力中国调研行"，我们走进江西宜春高安市。 在位于江西宜春高安市石脑镇的一片稻田里，现在正值繁忙的双抢时节，双抢是指"抢收早稻，抢种晚稻"。大家可以看到，稻田里，收割 机正穿梭在金黄色的稻浪之中。机械化的收割效率很高，一台每天能够收割五六十亩，像这里的500多亩稻田几台收割机一天就能完成。同 时，农机手的工作环境也得到了很大改善，驾驶室都安装了空调，不用风吹日晒。 在现场可以看到，收割后的稻田经过旋耕机翻耕后就可以移栽下一茬晚稻。在育秧工厂，机械化流水线生产的秧盘整齐码放，早晚补水后 就可以通过插秧机移栽到大田。目前高安市早稻收割已过九成，预计到25日可以全部完成。8月1日前，晚稻的栽插工作也将全部完成。 收割下来的稻谷颗粒饱满，放在手中沉甸甸的，一株稻穗能够结200粒左右稻谷。这里的负责人介绍，今年是个丰收年，每亩的产量在 1200斤—1300斤。一方面是得益于早稻的品种，今年他们选择了优良籼稻品种"中组53"，具有高产、优质、抗性好等特点，成熟期约110天， 田间生长整齐一致 ...

Core Insights - The article highlights the challenges faced by the lotus farming industry in Yaoxi Village, Jiangxi Province, including soil health issues and labor shortages, while also showcasing the efforts of a youth practice team from Jiangxi Agricultural University to address these problems through hands-on research and community engagement [1][2][3][4] Group 1: Current Challenges in Lotus Farming - The emergence of a new disease affecting white lotus, linked to excessive nitrogen, phosphorus, and potassium in the soil, as well as chemical residue, poses a significant threat to lotus cultivation [2] - The aging farming population in Yaoxi Village leads to a labor shortage, with many young people leaving for urban areas, complicating efforts to modernize agricultural practices [3] - Low rice prices, at around 0.9 yuan per kilogram, discourage farmers from rice cultivation, resulting in insufficient grain reserves in the region [3] Group 2: Proposed Solutions and Innovations - The youth practice team suggests implementing a "lotus-rice-vetch" crop rotation model and using organic fertilizers to improve soil health and combat lotus diseases [3] - A "land trust + professional lotus farmer" model is proposed to enhance mechanization and provide insurance subsidies for new farmers, thereby reducing production risks [3] - Development of value-added products such as lotus seed beverages and lotus paste, along with leveraging e-commerce and social media for marketing, is recommended to enhance the economic viability of lotus farming [3][4]

Core Viewpoint - The news highlights the successful implementation of the "Ten Thousand Enterprises Help Ten Thousand Villages" initiative in Guangxi, showcasing how private enterprises are driving rural revitalization through industry, technology, finance, and culture. Group 1: Industry Empowerment - Guangxi's private enterprises have implemented 36,800 rural revitalization projects, benefiting 11,000 villages and covering 44 key counties and nearly 6,000 focus villages [1] - The model adopted by Fufeng Group, which includes standardized chicken houses and a comprehensive support system for farmers, has led to an average annual income exceeding 100,000 yuan per household [2] - The agricultural sector in Guangxi has a total output value that ranks among the top ten in China, with fruit production leading the nation for seven consecutive years [2] Group 2: Technological Innovation - The establishment of a drying center by Laibin Guangrong Agricultural Development Co., Ltd. has improved the efficiency of rice processing, allowing farmers to avoid delays in planting [4] - The mechanization rate in Laibin's rice production has reached 99.45%, benefiting over 5,000 farmers and increasing their income by 350 yuan per mu [4] - The introduction of deep-sea anti-typhoon cage technology by Naizhi Marine Technology Co., Ltd. has enhanced the resilience of traditional aquaculture against typhoons [5] Group 3: Financial Support - Financial institutions are innovating credit products to support enterprises involved in the "Ten Thousand Enterprises Help Ten Thousand Villages" initiative, with loans exceeding 4 billion yuan provided to 649 private enterprises [6][7] - The financial support has enabled the weaving industry in Bo Bai County to achieve an industrial output value of 4.043 billion yuan and an export value of 1.246 billion yuan in 2024 [6] Group 4: Cultural Integration - The integration of cultural elements into rural revitalization has led to the development of unique agritourism experiences, attracting significant visitor numbers and boosting local economies [8] - The "Impression Na Xi" project in Baise City has transformed the local economy, increasing collective income from less than 50,000 yuan to 300,000 yuan, with per capita income reaching 25,000 yuan [9]