中國網12月27日訊 農業部日前正式發布《農業科技發展“十二五”規劃》,育種和農機將成為未來五年農業科技創新的重點。育種和農機類上市公司將因此最先受益。
在育種(zhong)(zhong)方(fang)面,《規(gui)劃(hua)》提(ti)出(chu),動植物新品(pin)種(zhong)(zhong)培育,挖掘一批具(ju)有自主知(zhi)識(shi)產(chan)(chan)權的(de)功(gong)能基(ji)因,創建一批目標基(ji)因高效轉化平臺,常規(gui)技術和(he)生(sheng)(sheng)物技術育種(zhong)(zhong)相結(jie)合,選育創制(zhi)一批具(ju)有自主知(zhi)識(shi)產(chan)(chan)權的(de)高產(chan)(chan)、優質、多(duo)抗、廣適的(de)動植物新品(pin)種(zhong)(zhong),在適應機械化生(sheng)(sheng)產(chan)(chan)的(de)新品(pin)種(zhong)(zhong)培育上(shang)取(qu)得突破。
目前A股種(zhong)業類公(gong)司(si)(si)主要有敦(dun)煌種(zhong)業、隆平高科、登海(hai)種(zhong)業、豐樂種(zhong)業等公(gong)司(si)(si),公(gong)司(si)(si)情況如下:
1. 豐樂種業(000713.sz),公司是我國產銷量最大的“兩系”雜交水稻種子公司和西甜瓜種子公司,主營種子種苗,擁有良種與農產品生產基地2萬公頃 (1公頃=2.4畝=1萬平方米),主要面向社會提供玉米、水稻、小麥、西甜瓜、棉花等(deng)優良品種,其中每年銷售兩系(xi)雜(za)交水(shui)稻種子750萬公斤(jin)以(yi)上;公司(si)全資子公司(si)安(an)徽(hui)瘋了農化主導產(chan)品為(wei)“精喹禾(he)靈(ling)”除草劑,全國(guo)市(shi)場占有率達50%以(yi)上;子公司(si)豐(feng)樂香料(liao)是我國(guo)天然薄荷(he)產(chan)品最大的生(sheng)產(chan)經營企(qi)業,擁有每年生(sheng)薄荷(he)腦1800噸、素(su)油650噸等(deng)生(sheng)產(chan)能力。公司(si)實際流通盤為(wei)1.7億股。
2. 隆平高科(000998.sz),公司是全國最大的雜交水稻種子供應基地(di),水稻種子市場占有率(lv)超過17%;公司(si)(si)還是(shi)亞洲最大的蔬菜種子集散地(di),并將玉(yu)米種子產業定位為公司(si)(si)重要戰(zhan)略方向。公司(si)(si)實際流通盤為1.92億股(gu)。
3. 登海種業(002041.sz),公司在國內玉米種子生產規模中心處于領先水平,具有玉米轉基因研(yan)究(jiu)的科研(yan)基礎(chu),玉(yu)(yu)米制種規模將達5800萬公(gong)斤(jin),緊湊型玉(yu)(yu)米雜(za)交種累計(ji)推(tui)廣面(mian)積達10億多畝。公(gong)司實際(ji)流通(tong)盤為0.69億股。
4. 荃銀(yin)高科(300087.sz),公(gong)(gong)司主要產品是兩系雜交(jiao)水稻(dao)品種;公(gong)(gong)司擬(ni)通過(guo)收(shou)購竹(zhu)豐(feng)種業(ye)51%股權(quan)拓展西(xi)南西(xi)南片區。公(gong)(gong)司實(shi)際流通盤(pan)為0.13億(yi)股。
5. 亞(ya)盛集團(tuan)(600108.sh),公(gong)(gong)(gong)司(si)(si)主(zhu)要(yao)農(nong)業產(chan)(chan)(chan)業和產(chan)(chan)(chan)品有馬鈴薯、啤酒花、苜(mu)蓿(xu)草(cao)(cao)、滴灌、果品蔬菜、聚乙(yi)烯醇(PVA)、醋酸乙(yi)烯(VAC)、聚乙(yi)烯醇工程纖維等;公(gong)(gong)(gong)司(si)(si)持(chi)股44.09%的(de)甘肅亞(ya)盛天(tian)潤薯業規(gui)劃建設馬鈴薯原種一(yi)級種薯繁育基地(di)6萬(wan)畝,年生產(chan)(chan)(chan)脫毒(du)苗5000萬(wan)株、微型薯10000萬(wan)粒、原種 4000噸、一(yi)級種薯4萬(wan)噸;公(gong)(gong)(gong)司(si)(si)啤酒花產(chan)(chan)(chan)能達4900噸/年,占(zhan)全國(guo)產(chan)(chan)(chan)量30%;公(gong)(gong)(gong)司(si)(si)的(de)甘肅農(nong)墾黃花農(nong)場擁有10萬(wan)噸苜(mu)蓿(xu)草(cao)(cao)產(chan)(chan)(chan)品生產(chan)(chan)(chan)能力(包括苜(mu)蓿(xu)草(cao)(cao)快 4萬(wan)噸、苜(mu)蓿(xu)草(cao)(cao)顆粒4萬(wan)噸、高(gao)密度草(cao)(cao)捆2萬(wan)噸);另外,公(gong)(gong)(gong)司(si)(si)還擁有甘肅儲量最的(de)3000萬(wan)噸鹽(yan)硝伴生礦(kuang)開(kai)采權。公(gong)(gong)(gong)司(si)(si)實(shi)際流通(tong)盤為(wei)11.65億股。
6. 敦煌種業(600354.sh),公司年產各類農作物種子一億公斤,其中玉米雜交制種占全國需求量10%、瓜菜種(zhong)(zhong)子出口(kou)占全(quan)國同(tong)類(lei)種(zhong)(zhong)子出口(kou)量(liang)10%;公(gong)司皮棉加(jia)(jia)(jia)工(gong)量(liang)50萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)擔,種(zhong)(zhong)子和(he)棉花(hua)加(jia)(jia)(jia)工(gong)總量(liang)分別(bie)為(wei)6.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、7萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸;公(gong)司旗下敦(dun)煌(huang)種(zhong)(zhong)業棉蛋白油脂形成了年產棉籽油1.35萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、棉粕3.75萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、棉殼 3.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、短絨0.35萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸;年加(jia)(jia)(jia)工(gong)菜籽2.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、年產菜籽精煉油0.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸、菜粕1.28萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸的產能;公(gong)司擁有瓜菜制(zhi)種(zhong)(zhong)基(ji)(ji)(ji)地(di)(di)2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)、玉米制(zhi)種(zhong)(zhong)基(ji)(ji)(ji)地(di)(di) 13萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)、棉種(zhong)(zhong)繁(fan)育基(ji)(ji)(ji)地(di)(di)5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)、脫毒馬鈴薯原(yuan)種(zhong)(zhong)基(ji)(ji)(ji)地(di)(di)13萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)、強筋小麥種(zhong)(zhong)子繁(fan)育面積8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)、棉花(hua)基(ji)(ji)(ji)地(di)(di)40萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)畝(mu)(mu)。公(gong)司實際流(liu)通盤為(wei)1.37億(yi)股。
7. 萬向德農(600371.sh),公司種業(ye)業(ye)務(wu)包括(kuo)玉(yu)米、油(you)葵、牧草等,其(qi)中(zhong)玉(yu)米雜(za)交(jiao)種銷量占國內市場總需求的10%以上(shang),繼續(xu)保(bao)持市場占有率第一。公司實際流通(tong)盤為(wei)0.66億股。
8. 大(da)北農(002385.sz),公(gong)司種(zhong)子業務以(yi)水稻種(zhong)和玉米種(zhong)為核心,是全(quan)國(guo)第二大(da)水稻種(zhong)子生產(chan)企業,“兩優培九”是我國(guo)第一個超級雜交稻組合,全(quan)國(guo)種(zhong)植面積達7000 萬畝以(yi)上,是最大(da)的水稻品種(zhong)之一。公(gong)司實際流通盤為0.6億(yi)股。













