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四家公司控制全球逾半数种子供应,意大利农民回归“以物易物”

Catherina Gioino
2026-08-27

意大利农业当前的遭遇,已凸显出这种韧性收窄在面临外部冲击时的后果。

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面对越来越多受专利保护、由私营企业掌控的种子供应,意大利农民正通过交换种子的方式进行抗争。图片来源:Francesca Volpi/Bloomberg via Getty Images

坐落于马尔凯丘陵深处的一座农舍,看起来不像是对抗全球四大农化巨头的最前线。但8月7日,这里却成为这场抗争的前沿阵地。一个成立五年的意大利农业网络在此举办活动,教人们如何留种、交换并传承那些任何公司都无法申请专利的种子。这件事关系重大:农民若将受专利保护的种子留种再播,可能遭到起诉。

这场活动筹备不足一个月,仅凭Facebook上的一条帖子,短短数日便收到1,600多人报名,名额在一周内全部报满。这场活动的火爆突显出一个令农民日益头疼的问题:拜耳(Bayer)、科迪华(Corteva)、先正达(Syngenta)和巴斯夫(BASF)目前合计控制着全球56%的商业种子市场和61%的农药市场,仅拜耳一家就占据全球种子市场23%的份额。在经济学界,一个行业前四大企业的合计市场份额达到40%,通常被视为市场扭曲的起点;而60%则是触发严格反垄断审查的红线。如今,整个农业行业已处于甚至高于这一警戒水平。

意大利自然农业网络(Rete per l’Agricoltura Naturale,简称RAN)将该项目命名为“分布式种子之家”(Casa Diffusa dei Semi)。这是一个由种植者组成的网络,成员通过自行留种、繁育和分享无专利限制及非转基因的种子,旨在在企业垄断的种子体系外提供另一种选择。Arcoiris Sementi Bio技术总监、农学家安东尼奥·洛·菲耶戈主持了首场培训,传授蔬菜种子的挑选、采集和保存技巧。该活动基于“赠予经济”模式运行,不收取任何费用。RAN表示,后续种植季将继续举办该培训。此外,其2026年度的其他活动同样火爆,往往开放报名数日内即告满。

全球逾一半的种子供应由四家公司控制。图片来源:Antonio Masiello/Getty Images

四巨头如何一步步掌控全球种子市场

过去十年间,几笔并购交易重塑了整个行业格局,如今全球超过一半的种子供应,集中在四家公司手中。陶氏(Dow)与杜邦(DuPont)合并旗下农业业务,组建科迪华;中国化工集团公司(China National Chemical Corporation)收购先正达,随后又将其与中化集团(Sinochem)的农业业务合并。2018年,拜耳斥资630亿美元收购孟山都(Monsanto),希望在两大主要竞争对手接连融合的背景下,借此扩大自身在种子和转基因作物领域的版图。此后,拜耳弃用了孟山都这一名称,将其业务并入拜耳品牌。而原本没有大规模种子业务的巴斯夫,则收购了拜耳为使孟山都收购案获得监管批准被迫剥离的种子和农药资产,包括油菜、大豆和蔬菜种子业务。

如今,正是这四家公司,既出售农民播种所需的种子,也出售配套使用的农药。孟山都时任首席执行官在谈及即将到来的行业并购潮时曾直言,未来的发展思路是将种子、农用化学品和数据打包出售给农民,而非让农民自由混搭选配不同厂商产品。此后,拜耳同意支付超过120亿美元,就数万起除草剂农达(Roundup)相关诉讼达成和解。然而,在美国主要农业团体在最高法院的“农达”致癌案中力挺拜耳仅数日后,拜耳旗下的孟山都便要求美国政府对某种草甘膦原料加征关税。此前声援拜耳的农业团体随即警告,此举将推高农民的生产成本。

这种集中趋势在具体作物层面更为突出:在美国,科迪华和拜耳分别控制着38.3%和33.3%的玉米种子市场。棉花种子市场集中度最高:四家公司合计控制美国93.6%的棉花种子市场,仅拜耳一家就占比38.4%。拜耳和巴斯夫持有的专利,合计覆盖了全美玉米、大豆和棉花90%的性状种植面积。

农民留种再播受专利保护的种子可能遭起诉

种子性状专利不仅让企业有权限制某个品种的种植主体,还能强制要求农民每个种植季重新购买新种子,不能自行留种再播。相比之下,传统的“植物新品种权”作为较早的作物保护制度,仍允许农民从自家收成中留种自用。如今逐步扩展至基因编辑作物的实用专利,不仅保护力度更强,且不包含这项豁免权。农民若未经许可重新播种受专利保护的种子,无论这批种子最初是购买所得还是自家农田收获,都可能面临侵权起诉。

RAN以及较早成立的农村种子网络(Rete Semi Rurali)的工作,都以联合国粮农组织(FAO)《粮食和农业植物遗传资源国际条约》(International Treaty on Plant Genetic Resources for Food and Agriculture)第9条为依据。该条款明确农民有权保存、使用、交换和出售自留种子。联合国粮农组织估计,过去一个世纪,随着品种高度同质化的商业育种作物逐渐取代本土地方品种,全球农作物遗传多样性已丧失约75%。

意大利农业当前的遭遇,已凸显出这种韧性收窄在面临外部冲击时的后果。今年的极端高温可能导致意大利奶牛场的牛奶减产高达10%,并已使伦巴第大区弗朗恰科塔的葡萄采摘期大幅提前,打破了有记录以来的最早纪录。

意大利国际十字路口中心(Centro Internazionale Crocevia)协调员斯特凡诺·莫里表示:“延续这一模式,不仅会对农民和农民自留种子构成威胁,还会危及环境和消费者。”该组织三十多年来一直致力于粮食主权、农民权利和生物多样性保护。

他继续说道:“在工业专利的保护下,新基因组技术(NGT)及其衍生产品恐将加速本就令人担忧的种业集中问题,并导致非耕地遭受生物技术作物的污染。这无异于侵占农家品种的生物多样性,并从根本上动摇有机农业的生存根基。”(财富中文网)

译者:刘进龙

审校:汪皓

坐落于马尔凯丘陵深处的一座农舍,看起来不像是对抗全球四大农化巨头的最前线。但8月7日,这里却成为这场抗争的前沿阵地。一个成立五年的意大利农业网络在此举办活动,教人们如何留种、交换并传承那些任何公司都无法申请专利的种子。这件事关系重大:农民若将受专利保护的种子留种再播,可能遭到起诉。

这场活动筹备不足一个月,仅凭Facebook上的一条帖子,短短数日便收到1,600多人报名,名额在一周内全部报满。这场活动的火爆突显出一个令农民日益头疼的问题:拜耳(Bayer)、科迪华(Corteva)、先正达(Syngenta)和巴斯夫(BASF)目前合计控制着全球56%的商业种子市场和61%的农药市场,仅拜耳一家就占据全球种子市场23%的份额。在经济学界,一个行业前四大企业的合计市场份额达到40%,通常被视为市场扭曲的起点;而60%则是触发严格反垄断审查的红线。如今,整个农业行业已处于甚至高于这一警戒水平。

意大利自然农业网络(Rete per l’Agricoltura Naturale,简称RAN)将该项目命名为“分布式种子之家”(Casa Diffusa dei Semi)。这是一个由种植者组成的网络,成员通过自行留种、繁育和分享无专利限制及非转基因的种子,旨在在企业垄断的种子体系外提供另一种选择。Arcoiris Sementi Bio技术总监、农学家安东尼奥·洛·菲耶戈主持了首场培训,传授蔬菜种子的挑选、采集和保存技巧。该活动基于“赠予经济”模式运行,不收取任何费用。RAN表示,后续种植季将继续举办该培训。此外,其2026年度的其他活动同样火爆,往往开放报名数日内即告满。

四巨头如何一步步掌控全球种子市场

过去十年间,几笔并购交易重塑了整个行业格局,如今全球超过一半的种子供应,集中在四家公司手中。陶氏(Dow)与杜邦(DuPont)合并旗下农业业务,组建科迪华;中国化工集团公司(China National Chemical Corporation)收购先正达,随后又将其与中化集团(Sinochem)的农业业务合并。2018年,拜耳斥资630亿美元收购孟山都(Monsanto),希望在两大主要竞争对手接连融合的背景下,借此扩大自身在种子和转基因作物领域的版图。此后,拜耳弃用了孟山都这一名称,将其业务并入拜耳品牌。而原本没有大规模种子业务的巴斯夫,则收购了拜耳为使孟山都收购案获得监管批准被迫剥离的种子和农药资产,包括油菜、大豆和蔬菜种子业务。

如今,正是这四家公司,既出售农民播种所需的种子,也出售配套使用的农药。孟山都时任首席执行官在谈及即将到来的行业并购潮时曾直言,未来的发展思路是将种子、农用化学品和数据打包出售给农民,而非让农民自由混搭选配不同厂商产品。此后,拜耳同意支付超过120亿美元,就数万起除草剂农达(Roundup)相关诉讼达成和解。然而,在美国主要农业团体在最高法院的“农达”致癌案中力挺拜耳仅数日后,拜耳旗下的孟山都便要求美国政府对某种草甘膦原料加征关税。此前声援拜耳的农业团体随即警告,此举将推高农民的生产成本。

这种集中趋势在具体作物层面更为突出:在美国,科迪华和拜耳分别控制着38.3%和33.3%的玉米种子市场。棉花种子市场集中度最高:四家公司合计控制美国93.6%的棉花种子市场,仅拜耳一家就占比38.4%。拜耳和巴斯夫持有的专利,合计覆盖了全美玉米、大豆和棉花90%的性状种植面积。

农民留种再播受专利保护的种子可能遭起诉

种子性状专利不仅让企业有权限制某个品种的种植主体,还能强制要求农民每个种植季重新购买新种子,不能自行留种再播。相比之下,传统的“植物新品种权”作为较早的作物保护制度,仍允许农民从自家收成中留种自用。如今逐步扩展至基因编辑作物的实用专利,不仅保护力度更强,且不包含这项豁免权。农民若未经许可重新播种受专利保护的种子,无论这批种子最初是购买所得还是自家农田收获,都可能面临侵权起诉。

RAN以及较早成立的农村种子网络(Rete Semi Rurali)的工作,都以联合国粮农组织(FAO)《粮食和农业植物遗传资源国际条约》(International Treaty on Plant Genetic Resources for Food and Agriculture)第9条为依据。该条款明确农民有权保存、使用、交换和出售自留种子。联合国粮农组织估计,过去一个世纪,随着品种高度同质化的商业育种作物逐渐取代本土地方品种,全球农作物遗传多样性已丧失约75%。

意大利农业当前的遭遇,已凸显出这种韧性收窄在面临外部冲击时的后果。今年的极端高温可能导致意大利奶牛场的牛奶减产高达10%,并已使伦巴第大区弗朗恰科塔的葡萄采摘期大幅提前,打破了有记录以来的最早纪录。

意大利国际十字路口中心(Centro Internazionale Crocevia)协调员斯特凡诺·莫里表示:“延续这一模式,不仅会对农民和农民自留种子构成威胁,还会危及环境和消费者。”该组织三十多年来一直致力于粮食主权、农民权利和生物多样性保护。

他继续说道:“在工业专利的保护下,新基因组技术(NGT)及其衍生产品恐将加速本就令人担忧的种业集中问题,并导致非耕地遭受生物技术作物的污染。这无异于侵占农家品种的生物多样性,并从根本上动摇有机农业的生存根基。”(财富中文网)

译者:刘进龙

审校:汪皓

A farmhouse in the Marche hills doesn’t look like the front line of a fight against four of the world’s biggest agrochemical companies. But that’s what it became on Aug. 7, when a five-year-old Italian farming network gathered there to teach people how to save, trade, and pass down seeds no company can patent. And the stakes are high: Farmers can be sued for replanting patented seeds.

The event came together in less than a month and sold out in a week after a single Facebook post drew more than 1,600 sign-ons in days. It pointed to a growing pain point for farmers: Bayer, Corteva, Syngenta, and BASF now control 56% of the world’s commercial seed market and 61% of its pesticide market, with Bayer alone holding 23% of global seeds. Economists typically flag 40% combined share among a sector’s top four firms as the point where market distortions start, and 60% as the threshold that draws heightened antitrust scrutiny. The entire farming industry already sits at or above that line.

The Rete per l’Agricoltura Naturale, or RAN, calls its project the Casa Diffusa dei Semi, or Distributed Seed House: a network of growers who save, reproduce, and share seeds free of patents and genetic modification, built as an alternative to the corporate seed system. Antonio Lo Fiego, an agronomist and technical director at Arcoiris Sementi Bio, led the first workshop, on selecting, gathering, and preserving vegetable seeds, run on a gift-economy model with no fee to join. RAN says it plans to run the workshop again in future seasons, alongside the rest of a 2026 calendar that’s been selling out within days of opening.

How four firms ended up owning the world’s seeds

Thanks to a small number of mergers that reshaped the industry within a decade, more than half of the world’s seed supply now sits within just four companies’ hands. Dow and DuPont combined their agricultural divisions into Corteva, while China National Chemical Corporation bought Syngenta, then merged it with Sinochem’s farm assets. Bayer paid $63 billion for Monsanto in 2018, hoping to become a bigger player in seeds and genetically modified crops just as its two biggest rivals were consolidating around it. It later dropped the Monsanto name and folded it into its own brand. And BASF, which didn’t have a major seed business of its own, bought a package of Bayer’s seed and pesticide assets, including canola, soybean, and vegetable seed lines, that regulators had forced Bayer to sell off to win approval for the Monsanto deal in the first place.

The same four firms now sell both the seeds farmers plant and the pesticides those seeds are bred to work with. Monsanto’s then-CEO framed the coming wave of mergers around selling farmers seeds, chemicals, and data as a single package, rather than as products farmers could mix and match. Bayer has since agreed to pay more than $12 billion to settle tens of thousands of U.S. lawsuits tied to Roundup, and days after major farm groups backed Bayer in a Supreme Court case over Roundup cancer claims, Bayer’s Monsanto subsidiary asked Washington for tariffs on a glyphosate ingredient, a move those same groups said would raise costs for farmers.

The concentration runs deeper at the crop level: In the U.S., Corteva controls 38.3% of corn seed and Bayer 33.3%. Cotton is the most concentrated of all: Four firms control 93.6% of U.S. cotton seed, with Bayer alone at 38.4%. Bayer and BASF together hold patents covering 90% of trait acres across corn, soybeans, and cotton.

Farmers can be sued for replanting patented seeds

Patents on seed traits let a company restrict who can grow a variety and can require farmers to buy new seed each season rather than saving and replanting their own harvest. Traditional plant variety rights, the older system for protecting new crop varieties, still let farmers save seed from their own harvest for personal use. Utility patents, the stronger protection now expanding into gene-edited crops, don’t carry that exemption; a farmer who replants patented seed without a license can be sued, regardless of whether they bought the seed or grew it themselves.

RAN and its predecessor (the older Rete Semi Rurali) both ground their work in Article 9 of the FAO’s International Treaty on Plant Genetic Resources for Food and Agriculture, which recognizes farmers’ rights to save, use, exchange, and sell farm-saved seed. The FAO estimates roughly 75% of crop genetic diversity has been lost over the past century as uniform, commercially bred varieties displaced local ones.

Italy’s agriculture is already showing what that narrowed resilience looks like under stress. Extreme heat this year can cut milk production at Italian dairy farms by as much as 10%, and pushed grape harvests in Lombardy’s Franciacorta region to their earliest start on record.

“Taking this path represents a danger for farmers and peasant seeds, as well as for the environment and consumers,” said Stefano Mori, coordinator of Centro Internazionale Crocevia, an Italian organization that has worked for more than three decades on food sovereignty, farmers’ rights, and biodiversity protection.

“Covered by industrial patents, NGTs and the products derived from them could accelerate the already worrying concentration of the seed market and contaminate non-cultivated fields with biotech varieties,” he continued, “amounting to a genuine misappropriation of peasant biodiversity and undermining the very survival of organic farming.”

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