□ 本报记者 夏先清 杨子佩 在河南省济源市经济成绩单上，承留镇有着举足轻重的地位。虽非市中心城区，但在地区生产总 值、财政收入、工业增加值等关键指标上长期位列第一。 "坚持以'当好高质量发展、乡村全面振兴，产城融合、城乡融合发展排头兵'为目标，承留镇'十四 五'财政总收入相较于'十三五'同比增长64.41%，规上企业工业增加值累计完成238.25亿元，固定资产累 计完成93.27亿元。"承留镇党委书记杜中联说。 持续创新 河南绿茵种业科技有限公司副总经理李丹告诉记者："在承留创业，会被这里的创业氛围感染。大 家见面聊的都是产业趋势、技术突破。持续创新让公司在蔬菜制种领域站稳了脚跟。" 面对激烈的市场竞争，承留的民营企业加大技术改造和产能升级，不断推动产品向产业链价值链高 端攀升。走进金利金铅的生产指挥中心，电子屏上实时显示着各个生产环节的能耗和排放数据。企业通 过投入新生产线降低了综合能耗，还通过综合回收利用，从"废料"里创造出数亿元产值。"这种投入短 期内看是成本，长期看却是竞争力。"张川说。 承留镇致力于打造一流的营商环境和产业生态。镇政府建立"首席服务官"制度，每个重点企业、重 点项目会有一名镇领导全 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - The pork industry continues to face losses, with a focus on pig farming opportunities. The average price of live pigs is 11.59 CNY/kg, down 0.46% week-on-week. The total breeding sow inventory is 39.9 million heads, down 1.1% month-on-month and 2.1% year-on-year. The industry is experiencing ongoing losses, with self-bred and purchased pig farming losses at 130.11 CNY/head and 162.80 CNY/head respectively. The recent anti-dumping ruling may alleviate domestic pork supply pressure, leading to accelerated capacity reduction [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated winter crop seed supervision checks to ensure seed safety for the upcoming spring and summer planting. The checks focus on key crops such as corn, rice, soybeans, cotton, and vegetables. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency rates of key varieties. Recommended stocks include Beidahuang and Suqian Agricultural Development [1][11]. Pig Farming - The average price of live pigs is reported at 11.59 CNY/kg, with a slight decrease of 0.46% from the previous week. The average price for pig futures is 11,469 CNY/ton, reflecting a 1.07% increase. The average weight of pigs post-slaughter is 89.57 kg, with a month-on-month increase of 3.21% in slaughter volume [12][62][65]. Recommended Stocks - For pig farming, recommended stocks include: 1. Livestock sector: Lihua Stock, Muyuan Food, Shuanghui Development, Dekang Agriculture, Jingji Zhino, and Wens Foodstuff 2. Feed sector: Haida Group 3. Animal health sector: Jinhai Biological, Biological Shares, Placo, and Zhongmu Shares [2][12].

酒泉种子再踏出海路 下一步，我市将持续扩大出口规模，丰富货物品类，深化多方协作，优化班列运营模式，提升通道辐射 带动能力，助力外向型经济高质量发展。 2025年酒泉（种子）西部陆海新通道铁海联运国际货运班列发车 责任编辑：顾洋 每日甘肃网12月25日讯 据酒泉日报报道（酒泉融媒记者杨婷 翟丰国 黄涛 张倩）12月24日，2025年酒 泉（种子）西部陆海新通道铁海联运国际货运班列发车仪式在酒泉铁路货站综合货场举行。 副市长张跃峰出席并宣布发运。 据了解，该班列满载我市优质蔬菜、花卉种子，共24个集装箱，总重450吨，从酒泉始发至钦州港转海 运，最终抵达意大利热内亚。 近年来，我市依托陆港型国家物流枢纽优势，深度融入"一带一路"建设，拓展多式联运通道，先后开通 酒泉至美洲、南亚、中亚等多条跨境货运线路，不断优化跨境贸易营商环境。今年已通过铁海联运发运 种子、石棉等酒泉特色产品国际班列6列，101个集装箱，货重2077.78吨、货值近2亿元，产品远销荷 兰、意大利、乌兹别克斯坦等10余个国家和地区。 ...

Investment Rating - Industry rating: Recommended [3] Core Views - The report emphasizes the importance of the EU's anti-dumping duties on imported pork, which are expected to alleviate domestic supply pressures and stabilize prices in the pork market. The anti-dumping tax rates range from 4.9% to 19.8% and will take effect from December 17, 2025 [2][12] - The report highlights the ongoing adjustments in the pig breeding capacity, with a noted decrease in the number of breeding sows, which is expected to support price recovery in the pork market [2][12] - The report suggests that the commercialization of genetically modified seeds will accelerate, enhancing self-sufficiency in key crop varieties and benefiting companies in the seed industry [11] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated inspections to ensure the safety of seeds for the upcoming spring and summer planting seasons, focusing on key crops such as corn, rice, soybeans, cotton, and vegetables [11] - The report identifies companies like Beidahuang and Suqian Agricultural Development as beneficiaries in the planting sector, while companies with significant advantages in the seed industry include Dabeinong and Longping High-Tech [11] Pig Breeding - The average price of live pigs is reported at 11.64 CNY/kg, with a week-on-week increase of 1.45%. The total number of breeding sows is 39.9 million, reflecting a decrease of 1.1% month-on-month and 2.1% year-on-year [2][12] - The report recommends focusing on companies with significant cost improvements and high future output elasticity, including Li Hua Co., Muyuan Foods, and WH Group in the breeding sector, and Haida Group in the feed sector [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2351.76 CNY/ton, with a week-on-week decrease of 0.26% [25] - Wheat: The average price is 2517.30 CNY/ton, with a week-on-week increase of 0.04% [28] - Soybeans: The average price is 4014.74 CNY/ton, remaining stable week-on-week [40] - Cotton: The average price is 14950.00 CNY/ton, with a week-on-week increase of 0.67% [44] Feed and Vitamin Prices - The average price of pig feed is 2.62 CNY/kg, with no change week-on-week. The average price of chicken feed is 3.5 CNY/kg, reflecting a week-on-week increase of 0.29% [51][53]

Core Insights - The Linyi International Trade Center has successfully launched an international selection center that can accommodate products from 136 specialized wholesale markets in Linyi, significantly reducing the time needed to explore these markets from two weeks to half a day [1][2]. Group 1: Overview of the International Trade Center - The selection center covers an area of approximately 13,000 square meters and is part of the Linyi International Trade Center's "one platform, eight centers" initiative, which aims to create a complete foreign trade ecosystem [2]. - The total investment for the Linyi International Trade Center project is 600 million yuan, with a total area of 82,000 square meters, focusing on various industrial functions [2]. Group 2: Features and Services - The selection center includes 16 exhibition halls, with 11 manufacturers already present, showcasing a variety of products tailored to specific markets, such as the Africa Pavilion and Malaysia Pavilion [1][2]. - The center provides a one-stop, full-process foreign trade service through the Linyi International Trade Service Hall, integrating multiple services into a streamlined process for businesses [2]. Group 3: Business Development and Future Plans - The center aims to attract more foreign trade entities by offering a comprehensive service platform that includes international trade, digital innovation, and supply chain integration [3]. - Currently, 66 enterprises have signed agreements to settle in the park, with plans for further expansion, including the development of a cross-border e-commerce demonstration park [3].

"十五五"规划建议提出，深入实施种业振兴行动。目前，我国种源安全水平明显提升，农作物自主选育品种占比超95%，畜禽、水产国产种源市 场占有率分别超过80%和85%，更多"中国种"守护中国粮！ 2025年7月6日，研究人员在位于安徽宿州的黄淮海（宿州）种业科技谷南京农业大学大豆生物育种中心人工气候室查看大豆长势。新华社记者 黄 博涵 摄 如今，越来越多的中国种子，引领产业发展，也在全球市场有了更强竞争力。2024年，我国种子出口额首次超过进口额，实现贸易顺差。杂交水 稻、棉花、蔬菜种子出口海外40多个国家，自主培育的蛋鸡、白羽肉鸡、肉羊、肉牛、奶牛、大菱鲆、南美白对虾等先后走出国门。 种子是农业的"芯片"。曾经，我国白羽肉鸡祖代种鸡百分百依靠国外进口，南美白对虾核心种源基本从美国等进口。一些种子被"卡脖子"，给国 内供应带来风险，也让这些品种的生产成本居高不下。 2021年7月，中央深改委第二十次会议审议通过《种业振兴行动方案》，为推动我国由种业大国向种业强国迈进明确了路线图、任务书。 "十四五"以来，我国加强育种联合攻关，基础性前沿性研究实现多点突破，育成一批生产急需的重大品种。如培育出高抗赤霉病小麦、抗稻飞 ...

新华社北京12月12日电（记者胡璐、韩佳诺）"十五五"规划建议提出，深入实施种业振兴行动。目前， 我国种源安全水平明显提升，农作物自主选育品种占比超95%，畜禽、水产国产种源市场占有率分别超 过80%和85%，更多"中国种"守护中国粮！种子是农业的"芯片"。曾经，我国白羽肉鸡祖代种鸡百分百 依靠国外进口，南美白对虾核心种源基本从美国等进口。一些种子被"卡脖子"，给国内供应带来风险， 也让这些品种的生产成本居高不下。2021年7月，中央深改委第二十次会议审议通过《种业振兴行动方 案》，为推动我国由种业大国向种业强国迈进明确了路线图、任务书。"十四五"以来，我国加强育种联 合攻关，基础性前沿性研究实现多点突破，育成一批生产急需的重大品种。如培育出高抗赤霉病小麦、 抗稻飞虱水稻、耐密宜机收玉米、耐除草剂高油高产大豆等新品种，正在加快推动新一轮品种更新换 代。农业种质资源"家底"更加厚实：完成了新中国成立以来规模最大、覆盖范围最广的全国农业种质资 源普查，建成了国际一流的农作物、畜禽、海洋渔业三大国家种质库，资源保存总量跃居世界第一。种 质资源的鉴定利用也全面提速，带动库存资源加快"活"起来、用起来。激励创新、保护创 ...

三、机构解读 1）封关政策涵盖了税收优惠、金融开放、产业支持等多个方面，为企业提供了广阔的发展空间。 产业支持政策上，海南自贸港对旅游业、现代服务业、高新技术产业等核心产业给予了重点扶持，通过专项扶持政策和税收杠杆，推动了技术突破和产业 化。此外，保税加工、转口贸易、跨境电商等业态也得到了创新发展，形成了高效便捷的境内开放环境。（中信建投） 一、行情 12月10日，海南板块迎来集体大涨，罗牛山、海南瑞泽、海南高速、海南发展、海德股份、京粮控股、欣龙控股、神农种业（20CM）等集体涨停，康芝药 业、海峡股份、凯撒旅业、海南机场、海汽集团、海马汽车等集体大涨。 | | 海南自由贸易港 +5.40% | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 理 海南"十五五"规划建议:加快完善自由贸易港政策制度体系 | | | | | | 股票名称 | 最新价 = | 涨跌幅 ◆ | 涨停时间 ◆ | 换手率一 | 流通市值 ◆ | 解读 | | 海南发展 3天2板 | 17.27 | +10.00% | 13:02:48 | 19.31% | 13 ...

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has initiated a nationwide inspection of winter crop seeds to prevent the circulation of substandard and illegal seeds in the market [1] Group 1: Inspection Focus - The inspection will concentrate on key crops such as corn, rice, soybeans, cotton, and vegetables [1] - It will also include the national disaster relief and emergency reserve seeds [1] Group 2: Objectives - The primary goal is to ensure the quality of seeds and safeguard agricultural production [1] - The initiative aims to enhance the regulatory framework surrounding seed management [1]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs has initiated a nationwide winter crop seed supervision inspection to ensure the safety of seeds for the upcoming spring and summer planting seasons [1] Group 1: Inspection Focus - The inspection will focus on key crops such as corn, rice, soybeans, cotton, and vegetables, as well as national disaster relief reserve seeds [1] - Key areas of verification include the production and operational qualifications of seed companies, seed quality, labeling, and authenticity of varieties [1] Group 2: Legal Enforcement - The Ministry will strictly investigate and penalize illegal activities such as unlicensed production and sale of inferior seeds and trademark infringement [1] - There will be a continued effort to regulate seed sales on online platforms to prevent the entry of substandard and illegal seeds into the market [1] Group 3: Agricultural Support - The initiative aims to ensure the safety of agricultural production seeds, which is crucial for enhancing the yield of grain and oil crops on a large scale [1]