2013年1-9月，农业上市公司整体收入缓慢增长；毛利率继续小幅回落；净利依然下滑，但降幅收窄；行业内部分化加剧，利润下滑的公司数量和亏损总额都有所增加。56家农业类上市公司合计实现营业收入1788亿元，同比增长1.9%，较上半年0.3%的增速略有提升；实现归属于母公司所有者净利润38亿元，同比下降21.2%，较上半年27.6%的降幅有所收窄；毛利率达到9.88%，同比下降0.29个百分点，略小于上半年0.35个百分点的降幅；扣除非经常性损益后净利润达23.8亿元，同比减少43.9%，较上半年54.5%的降幅有所收窄。行业投资策略：鉴于行业业绩低点已经过去，行业景气或将继续好转，维持行业“增持”的投资评级。而四季度将迎来多数农产品的消费旺季，虽然今年经济环境和下游消费依然较为低迷，但无论同比还是环比都将会有所好转。我们认为后期农业的投资机会主要来自于业绩增长稳定或者预期好转的个股，重点推荐：登海种业、大北农、通威股份，另外可关注因产品价格回升而带来的交易性投资机会，包括：圣农发展、雏鹰农牧、壹桥苗业、好当家。

关键词：农产品；价格；畜禽；饲料；水产；种子；投资策略

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报告对农业的政策导向、资产运营、国外农业、价格预测、数据分析、上市公司方面的研究与分析。

关键词：土地改革；棉花；畜禽养殖；生态农业；价格

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报告对农业的政策导向、资产运营、国外农业、价格预测、数据分析、上市公司方面的研究与分析。

关键词：粮食安全；农地改革；农机；水产养殖；价格

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2013 年1-5月，肥料制造业利润总额144 亿元，同比下降了6.80%；农药制造业利润总额79 亿元，同比增长48.23%；农机制造业利润总额61 亿元，同比增长25.99%。中国以占世界9%的耕地用去了世界1/3 的化肥，单位面积用量是世界均匀程度的3.7 倍，环境与生态压力很大。目前，新型肥料正渐渐成为肥料行业开展的趋向，在国内迎来全面开展的最佳机遇期

关键词：农药；药肥一体；化肥；新型农业

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报告包括对农业的政策导向、资产运营、国外农业、价格预测、数据分析、上市公司方面的研究与分析。

关键词： 土地制度；农业财政；农村治理；价格

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报告包括对农业的政策导向、资产运营、国外农业、价格预测、数据分析、上市公司方面的研究与分析。

关键词：土地改革；城镇化；农村养老；生鲜；谷物产业；大米

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2013年下半年，随着今年获批进口的转基因农作物品种公布，关于转基因安全之争烽烟再起。笔者从经济视角出发分析转基因安全之争得出以下主要结论：第一，简单估算，2013年我国总共需要额外的5.78亿亩耕地或将复种指数提高到1.8才能达到进出口平衡。而这都是不可能完成的任务。第二，在中国，转基因之争的本质不在食用安全层面，而在其背后的供需状况和农业生产率方面。第三，调整农业战略，放弃大而全的农产品保护方针，转向保主粮战略。第四，从国家利益的层面整体协调官媒发声，主基调为引导民众食用非转基因作物。具体可以以欧盟为例，采用“轻作物”“重技术”的态度。

关键词：转基因；玉米；大米；大豆；进口

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Antioxidants are used in animal feed to prevent undesirable oxidation, which could result in lower feed consumption and nutrient deficiencies in the feed. Oxidation is a process in which hydrogen or oxygen is transferred from a substance to an oxidizing agent that accepts the electron. This leads to the dissemination of free radicals, which in turn causes chain reactions, thereby damaging or killing the cells. Antioxidants can interact with these free radicals and terminate the chain reaction before vital molecules in the animal feed are destroyed. Therefore, antioxidants ensure the safety of animal health and increase the shelf life of feed. The main end-users of animal feed antioxidants are meat producers and individual consumers.

关键词：抗氧化剂；动物饲料；饲料消耗；营养缺陷

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The California Department of Pesticide Regulation's (DPR's) Pesticide Use Report (PUR) is probably the largest and most complete database on pesticide use in the world. A system to collect information on pesticide use in California has been in operation in some form for over 50 years, with the current use reporting system started in 1990. The PUR contains information on nearly all production agricultural pesticide use and some nonagricultural use in California. The data collected include the pesticide product used, the date it was applied, the particular field treated, and application location to a square-mile section. Production agricultural use includes applications to growing crops, agricultural fields, and most applications to forest trees and ornamental turf. Other pesticide uses reported to DPR include post-harvest commodity treatments, right of way, landscapes, structural use, and other nonagricultural uses by commercial applicators. Because of the importance of the PUR for many groups and individuals, it is critical that the database be an accurate and complete as possible.

关键词：农药；杀虫剂；使用

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A method was developed to calculate annual county-level pesticide use for selected herbicides, insecticides, and fungicides applied to agricultural crops grown in the conterminous United States from 1992 through 2009. Pesticide-use data compiled by proprietary surveys of farm operations located within Crop Reporting Districts were used in conjunction with annual harvested-crop acreage reported by the U.S. Department of Agriculture National Agricultural Statistics Service (NASS) to calculate use rates per harvested-crop acre, or an estimated pesticide use (EPest) rate, for each crop by year. Pesticide-use data were not available for all Crop Reporting Districts and years. When data were unavailable for a Crop Reporting District in a particular year, EPest extrapolated rates were calculated from adjoining or nearby Crop Reporting Districts to ensure that pesticide use was estimated for all counties that reported harvested-crop acreage. EPest rates were applied to county harvested-crop acreage differently to obtain EPest-low and EPest-high estimates of pesticide-use for counties and states, with the exception of use estimates for California, which were taken from annual Department of Pesticide Regulation Pesticide Use Reports.

关键词：农药；环境影响；除草剂；杀虫剂；杀菌剂；农作物

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