交易行情热点 热点一：央行连续7个月增持黄金，释放什么信号？ 近期，黄金价格开启高位震荡行情，COMEX黄金周涨幅达-1.31%，收3331.0美元/盎司；伦敦金周涨幅 达-1.26%，收3309.7200美元/盎司。 21世纪经济报道记者 翁榕涛 实习生 赖桂筠 广州报道 周内（6月2日至6月6日），黄金价格高位震荡，贵金属表现强势，黑色系板块和集运欧线领跌，原油领 涨，而部分农产品受供需格局变化影响持续承压。这种"冰火两重天"的市场表现，折射出当前全球经济 复苏步伐不一、地缘政治因素扰动以及国内产业政策调整等多重复杂因素的交织影响。 就国内期货市场具体来看，能源化工板块，燃油周下跌0.10%、原油上涨1.71%、碳酸锂上涨0.23%；黑 色系板块，焦炭周下跌1.44%、焦煤下跌0.13%、铁矿石下跌0.56%；基本金属板块，沪金周下跌 1.09%、沪锌下跌0.38%、沪银上涨0.62%；农产品板块，生猪周下跌0.15%、棕榈油上涨0.07%、豆粕上 涨0.60%；航运板块，集运欧线周下跌4.35%。 花旗集团近期将黄金价格短期内的预测重新上调至每盎司3500美元，该机构表示，其核心逻辑在于美国 政府关税政 ...

Group 1 - The core point of the article is that during a working visit to the United States from June 2 to June 6, a delegation from Vietnam's Ministry of Agriculture and Rural Development signed 20 memorandums of understanding for agricultural product imports, with an estimated total value of up to $3 billion [1] Group 2 - The agreements involve Vietnamese companies and their American counterparts, indicating a strengthening of trade relations between the two countries in the agricultural sector [1] - The visit highlights Vietnam's efforts to expand its agricultural exports and enhance cooperation with the U.S. market [1] - The total estimated value of the signed agreements reflects significant potential for growth in agricultural trade between Vietnam and the United States [1]

Core Viewpoint - The article highlights the success of JD Supermarket in promoting Chinese agricultural products through innovative supply chain strategies and partnerships, enhancing the visibility of Chinese agriculture on a global scale [1][4]. Group 1: Agricultural Tourism and International Recognition - The agricultural tour led by JD Supermarket showcased China's advanced agricultural breeding technology and industrialization, as praised by American guest Evan Kale [1][4]. - Kale visited various agricultural sites, including watermelon, crayfish, and lychee production areas, gaining insights into China's modern agricultural capabilities [4]. Group 2: Supply Chain Innovations - JD Supermarket has implemented direct sourcing and large-scale procurement strategies, establishing warehouses at production sites to ensure fresh agricultural products reach consumers within 24 hours [4][5]. - The company has addressed previous challenges in logistics, quality control, and pricing, enabling better access to high-quality fresh produce for consumers [4]. Group 3: Financial Impact and Initiatives - JD Supermarket's "100 Billion Agricultural Subsidy" initiative aims to invest 10 billion yuan over three years to optimize agricultural product prices by 20%, benefiting consumers and farmers alike [5][6]. - In its first year, the initiative has already invested over 3.5 billion yuan, resulting in significant sales growth for various agricultural products and saving consumers nearly 1 billion yuan [5]. Group 4: Future Plans and Collaborations - JD Supermarket plans to deepen its engagement with over 100 specialty agricultural production areas, establishing more than 1 million acres of JD bases to enhance agricultural product sales [5][6]. - The company continues to leverage its supply chain advantages to ensure quality control and cost reduction, aiming to further benefit farmers and consumers through its initiatives [6].

Core Insights - The article emphasizes the importance of utilizing internet technology to enhance the sales of high-quality agricultural products from rural areas to urban markets, positioning this as a new engine for rural revitalization [1] - JD.com has launched a plan to establish over 1 million acres of agricultural bases in collaboration with partners, aiming to improve the sales of quality agricultural products [1] Group 1 - The rapid development of modern agriculture in China is closely linked to the optimization of supply chains, which has facilitated the quick circulation of high-quality agricultural products [1] - JD.com has partnered with core production areas to address procurement costs and quality control issues through direct sourcing and establishing bases, leveraging cold chain logistics to minimize losses and ensure freshness [1] - The sales data for lychees has shown significant growth, with overall transaction value increasing by over 500% compared to the previous year [1] Group 2 - JD.com has initiated the "100 Billion Agricultural Subsidy" project, with over 3.5 billion yuan invested in the first year, leading to increased sales for 26,000 agricultural products and saving consumers nearly 1 billion yuan [2] - The direct sourcing model has improved turnover efficiency and reduced costs and losses for suppliers, resulting in a 10% to 15% income increase for each farmer [2]

Core Insights - China is a major agricultural country, with agricultural products playing a crucial role in export trade, contributing to rural employment, farmer income, agricultural industry development, and modernization [1] Group 1: Export Performance - In the first two months of this year, China's agricultural product exports reached $15.225 billion, a year-on-year increase of 3%, marking the highest level for the same period in five years [2][3] - Agricultural products accounted for 2.8% of China's total foreign trade exports, indicating a sustained and steady growth in the agricultural export market [1][2] Group 2: Key Product Categories - Seafood and related products had an export value of $2.965 billion, up 2.3% year-on-year, making up 19.5% of total agricultural exports [2] - The export value of fruits and related products reached $1.32 billion, a significant increase of 12.7% year-on-year, with notable growth in grape exports by 124.9% [3] - Vegetable exports slightly decreased by 0.4% to $2.33 billion, with fresh vegetables seeing a decline of 2.2% [3] Group 3: Market Dynamics - Exports to "Belt and Road" countries totaled $7.56 billion, up 3% year-on-year, while exports to RCEP countries slightly decreased by 2.9% to $6 billion [3] - The top ten exporting provinces included Shandong, Guangdong, and Fujian, with Shandong leading at $3.44 billion, a 3.9% increase [4] Group 4: Opportunities and Innovations - Emerging markets in the Middle East, Africa, and Southeast Asia are becoming key platforms for China's agricultural globalization, driven by the "Belt and Road" initiative and RCEP benefits [4] - Customs authorities are implementing measures to facilitate the export of local specialty agricultural products, addressing challenges faced by exporters [5][6] - New farmers are leveraging live streaming and social media to promote local agricultural products, enhancing market access and sales [7][8]

欧盟取消对乌农产品免关税政策 金十数据6月5日讯，当地时间5日，欧盟为支持乌克兰及其出口潜力而于2022年推出的自主贸易措施 （ATM）正式终止，不再延期，这意味着欧盟取消了对乌克兰农产品免关税政策。乌克兰央行表示， 随着欧盟优惠制度的结束，乌克兰今年下半年的出口损失将达到8亿美元。当地时间6月2日，欧盟委员 会发言人奥洛夫·吉尔表示，欧盟当前针对乌克兰的免关税政策将于6月5日到期，欧盟正在着手制定过 渡安排，将与乌克兰共同寻求达成新的自由贸易协定，来升级到深度全面的自由贸易协定。 ...

中国经济网北京6月5日讯 农产品（000061）(000061.SZ)昨日晚间发布公告称，公司6月4日收到深交所 上市审核中心出具的《关于深圳市农产品集团股份有限公司申请向特定对象发行股票的审核中心意见告 知函》。深交所上市审核中心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条 件、上市条件和信息披露要求，后续深交所将按规定报中国证监会履行相关注册程序。 农产品称，公司本次向特定对象发行股票事项尚需获得中国证监会作出同意注册的决定后方可实施，最 终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据上述事项的进展情况，按 照相关法律法规的规定和要求及时履行信息披露义务。 农产品于5月28日发布的《向特定对象发行A股股票募集说明书(修订稿)》显示，本次向特定对象发行股 票拟募集资金总额不超过196,414.00万元（含本数），募集资金总额扣除发行费用后的净额拟用于光明 海吉星二期项目、长沙海吉星二期继续建设项目以及补充流动资金和偿还银行借款。 本次向特定对象发行股票的发行对象为包括深农投在内的不超过35名（含35名）特定对象。除深农投 外，其余发行对象为符合中国证监会规定的证券投 ...

Core Insights - The agricultural traceability system platform is essential for enhancing the quality, safety, and sustainability of agricultural products in the face of increasing international market demands [1][11] - The integration of technologies such as blockchain, IoT, and big data is transforming the agricultural sector, enabling a comprehensive data network from "farm to table" [1][11] Group 1: Standardized Traceability System - The traceability system serves as a "passport" to break international technical barriers, meeting stringent requirements from markets like the EU and Japan [4] - A specific organic rice brand showcased its environmental benefits through the traceability platform, achieving a 50% price increase in international markets [4] - Products utilizing blockchain for traceability have seen a 30% increase in international market prices, with online sales exceeding 100 million yuan, boosting farmers' annual income by 20,000 yuan [4] Group 2: Data-Driven Decision Making - The accumulated data from the traceability system allows for multi-dimensional analysis, providing precise decision-making support for international market expansion [4] - An agricultural group optimized fertilizer use, saving 120 yuan per mu while increasing yield by 8%, enhancing price competitiveness [4] - Predictive maintenance through the system reduced equipment downtime by 65% and maintenance costs by 40%, ensuring timely order fulfillment [4] Group 3: Real-Time Monitoring in Logistics - Real-time data monitoring in logistics is crucial for mitigating cross-border trade risks, as demonstrated by a fruit export company that reduced cold chain loss rates from 3.2% to 1.2% [5] Group 4: Visualizing Ecological Value - The traceability system makes hidden values like production environment and standards visible, helping Chinese agricultural products move beyond a low-end positioning [7] - An organic vegetable brand achieved a 25% price premium by showcasing key information such as "zero pesticide residues" and "72-hour cold chain delivery" [7] - The ability to convert ecological value into product premiums redefines the pricing logic, establishing a competitive edge for Chinese agricultural products in international markets [7] Group 5: Industry Collaboration and Upgrading - The traceability system facilitates standardization, allowing Chinese agricultural enterprises to enter high-value international supply chains [8] - Suppliers connected to the traceability system saw their international order volumes increase threefold, with a price premium increase of 20%-30% [8] Group 6: Regional Industry Integration - The traceability system is breaking the fragmented structure of "smallholder economies" by integrating data from multiple cooperatives [8] - The international market compliance rate for regional agricultural products improved from 78% to 96% after implementing a unified traceability platform, leading to a 35% increase in farmer income [8] Conclusion - The agricultural traceability system has evolved into a strategic infrastructure for China's participation in global competition, driving innovation in production methods and business models [11] - Companies mastering the core capabilities of the traceability system are positioned to transition from "price competition" to "value competition," gaining the initiative in defining industry standards [11]

证券代码：000061 证券简称：农产品 公告编号：2025-035 深圳市农产品集团股份有限公司 关于公司申请向特定对象发行股票获得深圳证券交 易所上市审核中心审核通过的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 深圳市农产品集团股份有限公司（以下简称"公司"）于 2025 年 6 月 4 日收到深圳证券交易所（以下简称"深交所"）上市审核中 心出具的《关于深圳市农产品集团股份有限公司申请向特定对象发行 股票的审核中心意见告知函》。深交所上市审核中心对公司向特定对 象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条 件和信息披露要求，后续深交所将按规定报中国证券监督管理委员会 （以下简称"中国证监会"）履行相关注册程序。 公司本次向特定对象发行股票事项尚需获得中国证监会作出同 意注册的决定后方可实施，最终能否获得中国证监会同意注册的决定 及其时间尚存在不确定性。公司将根据上述事项的进展情况，按照相 关法律法规的规定和要求及时履行信息披露义务，敬请广大投资者注 意投资风险。 特此公告。 深圳市农产品集团股份有限公司 董 事 会 二〇二五年六 ...

证券代码：000061 证券简称：农产品 公告编号：2025-034 深圳市农产品集团股份有限公司 二、本次实施的权益分派方案 本 公 司 2024 年 年 度 权 益 分 派 方 案 为 ： 以 公 司 现 有 总 股 本 金（含税；扣税后，通过深股通持有股份的香港市场投资者、境外机 构（含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金 每 10 股派 0.630000 元；持有首发后限售股、股权激励限售股及无限 售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个 人所得税，待个人转让股票时，根据其持股期限计算应纳税额【注】； 持有首发后限售股、股权激励限售股及无限售流通股的证券投资基金 所涉红利税，对香港投资者持有基金份额部分按 10%征收，对内地投 资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股 期限，持股 1 个月（含 1 个月）以内，每 10 股补缴税款 0.140000 元； 持股 1 个月以上至 1 年（含 1 年）的，每 10 股补缴税款 0.070000 元； 持股超过 1 年的，不需补缴税款。】 三、股权登记 ...