Core Viewpoint - The agricultural futures market serves as a "safe haven" for enterprises and farmers to manage price risks, a "signal light" for guiding agricultural production and promoting industrial upgrades, and an important tool for enhancing China's international discourse power in agriculture [1] Group 1: Market Development and Achievements - China's agricultural futures market has seen significant reforms and expansions, with the number of agricultural futures products increasing from 27 to 44, contributing to a comprehensive derivatives tool system that covers major agricultural product supply chains [2] - The Dalian Commodity Exchange (DCE) has successfully launched 10 new agricultural futures and options products during the 14th Five-Year Plan, enhancing the structure of the agricultural futures market and improving the resilience of supply chains [3] Group 2: Future Directions and Innovations - The DCE aims to expand its product offerings and enhance risk management tools for enterprises, with new options contracts for soybean meal and corn launched to better meet continuous risk management needs [4] - Future developments will focus on improving the variety and institutional framework of agricultural futures, innovating financial support models, and enhancing international pricing capabilities to reflect both domestic supply and demand and global factors [5]

Group 1 - The agricultural processing sector increased by 0.19% on February 4, with Baolingbao leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Baolingbao's stock price rose by 10.03% to 10.53, with a trading volume of 286,400 shares and a transaction value of 292 million yuan [1] Group 2 - The agricultural processing sector experienced a net outflow of 41.17 million yuan from institutional investors, while retail investors saw a net inflow of 58.53 million yuan [2] - The top stocks by net inflow included Baolingbao with 56.68 million yuan from institutional investors, while it faced a net outflow of 41.12 million yuan from retail investors [3] - Other notable stocks included Guangnong Sugar Industry with a net inflow of 9.79 million yuan from institutional investors and a net outflow of 934,190 yuan from retail investors [3]

据农业农村部监测，截至2月4日14:00时，全国农产品批发市场猪肉平均价格为18.38元/公斤，较前一日 下降1.0%；鸡蛋平均价格为8.65元/公斤，较前一日上升0.8%。 （文章来源：新华财经） ...

Core Viewpoint - China, with a population of over 1.4 billion, has a significant demand for agricultural products, and the government aims to promote a healthy and sustainable development of agricultural trade and production through coordinated efforts in domestic and international markets [1][2]. Group 1: Agricultural Trade and Production Coordination - The government emphasizes the importance of stabilizing domestic agricultural production while enhancing the quality and competitiveness of agriculture to meet both domestic supply and international market demands [2]. - China is the world's second-largest agricultural product importer, with imports expected to reach $207.4 billion by 2025, which includes soybeans, meat, dairy products, dried and fresh fruits, and wine [1]. - The agricultural trade policy of China is consistent and proactive, focusing on open cooperation and mutual benefits, while promoting the diversification of agricultural imports [2]. Group 2: Market Potential and International Engagement - The potential for agricultural markets in China is vast, as the country seeks to utilize both domestic and international resources effectively [1]. - The government plans to deepen participation in international agricultural trade and expand imports of domestically scarce agricultural products while ensuring national food security [2]. - The strategy includes balancing the pace and intensity of agricultural imports to maintain a stable and healthy domestic market [2].

今天（2月4日）上午10时，国务院新闻办公室举行新闻发布会，介绍锚定农业农村现代化、扎实推进乡 村全面振兴有关情况。中央财办、中央农办有关负责人韩文秀表示，中央一号文件提出，促进农产品贸 易和生产相协调，目的是要统筹用好国内国际两个市场、两种资源，促进农产品贸易健康可持续发展， 实现贸易和生产之间的良性循环。（央视新闻） ...

Core Viewpoint - The government aims to stabilize farmers' income from agricultural production by effectively utilizing policies related to pricing, subsidies, and insurance to prevent losses in grain production [1] Pricing Policies - The government will utilize minimum purchase prices and target prices as policy tools to ensure that the prices of important agricultural products, such as grain, remain at reasonable levels [1] - There will be a coordinated approach to market-based purchases and policy-based reserves to support price stability [1] Subsidy Policies - The implementation of subsidies for farmland fertility protection, corn and soybean producers, and rice will be maintained [1] - The government encourages local initiatives for special loans with interest subsidies for grain and oil planting, providing direct financial support to farmers [1] Insurance Policies - The government will strengthen insurance coverage for rice, wheat, corn, and soybeans, and support the development of insurance for local specialty agricultural products [1] - Efforts will be made to improve the efficiency of insurance claims to effectively mitigate natural and market risks, thereby providing a "safety belt" for farmers engaged in grain production [1]

中央财办副主任、中央农办副主任祝卫东4日在国务院新闻办新闻发布会上表示，今年将稳定农民务农 种粮收益。重点是统筹用好价格、补贴、保险等政策，健全种粮农民收益保障机制，防止谷贱伤农。价 格方面，用好最低收购价、目标价格等政策工具，统筹做好市场化收购和政策性收储，促进粮食等重要 农产品价格保持在合理水平。补贴方面，稳定实施耕地地力保护补贴、玉米大豆生产者补贴和稻谷补贴 政策，实施好农机购置与应用补贴政策，鼓励地方开展粮油种植专项贷款贴息试点，给农民真金白银的 支持。保险方面，强化稻谷、小麦、玉米、大豆保险保障，支持发展地方特色农产品保险，提高保险理 赔效率，有效防范自然风险和市场风险，给农民种粮系上"安全带"。（中国网） ...

好，各位投资人下午好，我是天风证券研究所农业组的林雨欣。那么欢迎大家参加下午的 农产品专家会议。那这段时间大家也可以看到国际大宗商品的一个价格波动确实还比较大 那相信大家也都非常关注。那么其中，这个农产品作为大宗商品的一个重要组成组成，可 能跟其他大宗品会存在一定的这种联动效应那有可能会成长为下一个具备潜在机会的一个 资源品。那么针对这个主题，我们也是分别在上周日以及周一。开展了这个农产品投资图 谱，以及油脂专场等系列交流。 林毓鑫 天风证券农业分析师: 那今天下午，是本系列会议的第三场，这个主粮和豆和油粕专场。那么今天我们也是非常 荣幸邀请到了紫金天风期货的魏总、江总，跟大家做一个交流分享。那接下来的话，我会 先把时间交给两位专家进行这个观点的分享，最后的话我们进入现场的提问跟交流环节。 好，那魏总，要不先请您跟大家分享一下豆粕这一边的观点？ 紫金天风期货豆粕研究员魏书婷: 好的，林总。感谢林总的邀请，我是紫金天风期货的豆粕研究员魏书婷。那接下来我从近 期的一个行情切入吧，然后跟各位投资者分享一下这个豆粕的一个基本面，以及我的一些 观点。那其实在近半个月以来，豆粕这个波动其实也算比较大，主力 05 合约是先 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 蛋白粕： （侯雪玲，从业资格号：F3048706；交易咨询资格号：Z0013637） 周二，生猪期货主力2603盘中震荡走弱，日收跌0.53%，报收11160元/吨。卓创数据显示，昨日中国生 猪日度均价12.34元/公斤，环比跌0.14元/公斤，基准交割地河南市场生猪均价12.56元/公斤，环比跌0.4 元/公斤，广东平，四川、山东、辽宁跌。北方养殖端供应增加，但下游接货力度有限，导致猪价下 滑；部分中部省份，外调量减少，而本地需求一般，亦跟随下滑；部分南方省份成交尚可，养殖端挺价 销售，价格相对坚挺。根据官方公布数据，中长期来看，生猪产能去化趋势不变。但产能去化进度不及 市场预期，且旺季需求尾声，需求减弱，市场总体供应充足，生猪现货价格偏弱运行，对短期期货价格 形成一定拖累。关注产能去化进度，以及远月合约回调到位后操作机会。 鸡蛋： （孔海兰，从业资格号：F3032578；交易咨询资格号：Z0013544） 周二，鸡蛋期货主力2603合约偏弱运行，日收跌0.74%，报收2953元/500千克。现货方面，卓创数据显 示，昨日全国鸡蛋价格3.65 ...

商报讯（通讯员 钟雷刚 记者 葛真）在富阳区胥口镇云开生态农业有限公司生产车间，一袋袋香菇封口 后，都被贴上了一张印着二维码的承诺达标合格证。 据统计，近三年来，富阳区累计开具合格证2.3万批次，共计323.8万张，为农产品建立了一份份可靠 的"电子档案"。 如今，农产品"带证上市"已成常态，源头可追溯能力显著提升，也为"富春山居"区域公 用品牌建设筑牢根基。 "现在就连买散装鸡蛋、水果，我都会习惯性地找找有没有贴合格证。"经常在富春山居农产品品牌馆选 购农产品的常客徐阿姨说，"开始是导购介绍的，说合格证上有产地、生产日期和生产者信息，还可以 用手机扫描。养成习惯后我就认准了这个标签，这样我们消费者买得明白，吃得也放心。" 合格证上详细标注了企业名称、商品名称及规格、企业地址、联系方式、产品追溯码以及二维码。扫描 二维码，更可以看到生产企业的产品质量承诺、承诺依据、信用等级以及其他相关信息，产品质量、企 业信用等级等一目了然。 "很多外地客商，就是扫了这张码，看到可靠的产品检测报告，还有我们企业的信用等级等关键信息， 直接找上门来谈合作的。"云开生态农业有限公司负责人周水香介绍，目前公司已成功叩开上海、海南 ...