Core Viewpoint - The agricultural processing sector experienced a slight decline of 0.05% on January 26, with *ST Zhongji leading the drop. The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. Group 1: Stock Performance - The top-performing stocks in the agricultural processing sector included: - Guanyi Co., Ltd. (600251) with a closing price of 11.02, up 3.57% and a trading volume of 311,000 shares, totaling 339 million yuan [1]. - Andeli (605198) closed at 44.88, up 3.03% with a trading volume of 37,100 shares, totaling 166 million yuan [1]. - Guangnong Sugar Industry (000911) closed at 7.75, up 1.97% with a trading volume of 155,600 shares, totaling 2.61 million yuan [1]. Group 2: Declining Stocks - The stocks that faced declines included: - *ST Zhongji (000972) closed at 3.92, down 3.21% with a trading volume of 166,500 shares, totaling 65.63 million yuan [2]. - Zhongliang Sugar Industry (600737) closed at 17.08, down 3.06% with a trading volume of 405,200 shares, totaling 692 million yuan [2]. - Yields from stocks like *ST Jiawo (300268) and Tianye Co., Ltd. (920023) also saw declines of 1.74% and 2.73% respectively [2]. Group 3: Capital Flow - The agricultural processing sector saw a net outflow of 48.50 million yuan from main funds, while retail funds experienced a net inflow of 21.60 million yuan [2]. - Notable capital flows included: - Zhongliang Technology (000930) with a main fund net outflow of 34.43 million yuan, while retail funds saw a net inflow of 27.72 million yuan [3]. - Jinlongyu (300999) had a main fund net inflow of 12.79 million yuan, with retail funds also seeing a net inflow of 27.98 million yuan [3].

Core Viewpoint - The Guangdong provincial government is implementing the "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" to promote agricultural, cultural, and tourism integration, aiming to enhance the value of primary industries and increase farmers' income [1][2]. Group 1: Agricultural and Cultural Integration - The government emphasizes the need for county-level promotion of agricultural, cultural, and tourism integration, which is seen as a transformation of primary industry into tertiary sectors, enhancing the added value of agriculture [1]. - The effectiveness of agricultural and cultural integration is expected to be more pronounced in rural areas near major cities or those with unique resource endowments [1]. Group 2: Development of Local Products - The report highlights the importance of improving "Yue" branded agricultural products, such as Si Miao rice, and fostering geographical indication products to strengthen the agricultural value chain from research and development to market [1]. - Building regional public brands and leveraging local advantages are crucial for enhancing the market competitiveness of agricultural products [2].

Core Insights - The "Agricultural Products Wholesale Price 200 Index" decreased by 0.07 points to 130.34 as of January 26, indicating a slight decline in wholesale prices [1] - The "Vegetable Basket" product wholesale price index fell by 0.08 points to 133.26, reflecting a similar trend in the market [1] Price Changes - The average wholesale price of pork is 18.65 yuan/kg, up by 0.9% from last Friday [1] - Beef prices increased to 66.23 yuan/kg, a rise of 0.3% [1] - Mutton prices rose by 1.3% to 63.95 yuan/kg [1] - Egg prices increased by 0.6% to 8.41 yuan/kg [1] - The price of white-cut chicken decreased by 2.6% to 16.93 yuan/kg [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 5.61 yuan/kg, down by 1.1% [1] - The average price of 6 monitored fruits is 7.84 yuan/kg, decreasing by 0.5% [1] Fish Prices - The price of crucian carp is 19.29 yuan/kg, down by 0.6% [1] - Carp prices increased by 0.9% to 13.86 yuan/kg [1] - The price of white catfish decreased by 3.6% to 10.05 yuan/kg [1] - Large hairtail fish is priced at 42.30 yuan/kg, down by 0.3% [1]

Group 1 - The core viewpoint of the articles indicates a general decline in wholesale prices of agricultural products, with specific increases in certain meat prices and notable decreases in various vegetables and fruits [1][2][3] Group 2 - As of January 26, the "Agricultural Products Wholesale Price 200 Index" is at 130.34, a decrease of 0.07 points from the previous week [1] - The average wholesale price of pork is 18.65 yuan/kg, up 0.9% from last week; beef is 66.23 yuan/kg, up 0.3%; lamb is 63.95 yuan/kg, up 1.3%; eggs are 8.41 yuan/kg, up 0.6%; while the price of white-feathered chicken is 16.93 yuan/kg, down 2.6% [1] - The average price of 28 monitored vegetables is 5.61 yuan/kg, down 1.1% from last week; the average price of 6 monitored fruits is 7.84 yuan/kg, down 0.5% [1] - Among 46 monitored fresh agricultural products, the top five price increases compared to last week are for large yellow croaker (2.3%), Chinese cabbage (2.2%), asparagus lettuce (1.4%), lamb (1.3%), and bananas (1.0%); the top five price decreases are for duck pears (4.1%), white bream (3.6%), cauliflower (3.1%), cucumbers (3.0%), and spinach (2.9%) [2]

Company Overview - The company, Shenzhen Yue Ten Smart Co., Ltd., focuses on the digitalization of cold chain agricultural product sales, supported by its self-developed digital platform [3][4] - It ranks among the top ten in China's digital cold chain agricultural product sales market based on projected revenue for 2024 [3] - The business model consists of two core data-driven segments: cold chain agricultural product sales and comprehensive cold chain digital solutions [3] Business Model - The company recognized the structural shift towards digital transformation in agricultural product distribution and cold chain operations early on [4] - Since its establishment in 2019, it has developed the Yue Ten Smart Cold Chain Cloud Platform, evolving from providing digital information systems to a comprehensive cold chain solution [4] - As of January 19, 2026, over 750 domestic cold chain operators have implemented the company's solutions, covering approximately 30 provinces and regions in China [4] Sales and Customer Engagement - The company has sold cold chain agricultural products to over 1,000 customers, leveraging accumulated data for precise demand forecasting and inventory management [6] - The customer repurchase rate for the cold chain agricultural product sales business reached 51.0% in 2024 [7] Financial Performance - Revenue for the fiscal years ending December 31, 2023, 2024, and the nine months ending September 30, 2025, is approximately RMB 1.25 billion, RMB 2.98 billion, and RMB 3.99 billion respectively [8] - Gross margins for the same periods are 1.8%, 2.7%, and 3.0% [9] - Total losses and comprehensive expenses for the fiscal years are approximately RMB 28.27 million, RMB 219.03 million, and RMB 1.76 billion respectively [10] Industry Overview - The total revenue of China's agricultural cold chain market is projected to grow from RMB 360.2 billion in 2020 to RMB 511.1 billion in 2024, with a compound annual growth rate (CAGR) of 9.1% [12] - The cold chain agricultural product sales market is expected to increase from RMB 2.49 trillion in 2020 to RMB 3.48 trillion in 2024, with a CAGR of 8.7% [12] - The digital cold chain agricultural product sales market is anticipated to expand from RMB 274 billion in 2020 to RMB 522 billion in 2024, reflecting a CAGR of 17.5% [15]

（文章来源：新华财经） 据农业农村部监测，截至1月26日14:00时，全国农产品批发市场猪肉平均价格为18.65元/公斤，较上周 五上升0.9%；鸡蛋平均价格为8.41元/公斤，较上周五上升0.6%。 ...

Company Overview - The company, Shenzhen Yue Shi Smart Co., Ltd. (Yue Shi Smart), is primarily engaged in the sales of cold chain agricultural products, supported by its self-developed digital platform [3] - The company ranks among the top ten in China's digital cold chain agricultural product sales market based on projected revenue for 2024 [3] - It operates a dual-core data-driven business model, focusing on cold chain agricultural product sales and providing comprehensive cold chain digital solutions [3] Business Model - The company recognized the structural shift towards digital transformation in agricultural product circulation and cold chain operations early on [4] - Since its establishment in 2019, it has developed the Yue Shi Smart Cold Chain Cloud Platform, evolving from providing digital information systems to a comprehensive cold chain digital solution [4] - As of January 19, 2026, over 750 domestic cold chain operators have implemented the company's solutions, covering approximately 30 provinces, autonomous regions, and municipalities in China [4] Financial Performance - The company's revenue for the fiscal years ending December 31, 2023, 2024, and the nine months ending September 30, 2025, is approximately RMB 1.25 billion, RMB 2.98 billion, and RMB 3.99 billion, respectively [8] - The gross profit margins for the same periods are 1.8%, 2.7%, and 3.0% [9] - The total losses and comprehensive expenses for the fiscal years are approximately RMB 28.27 million, RMB 219.03 million, and RMB 1.76 billion [10] Industry Overview - The total revenue of China's agricultural product cold chain market is projected to grow from RMB 360.2 billion in 2020 to RMB 511.1 billion in 2024, with a compound annual growth rate (CAGR) of 9.1% [12] - The cold chain agricultural product sales market is expected to increase from RMB 2490.9 billion in 2020 to RMB 3479.9 billion in 2024, with a CAGR of 8.7% [12] - The digital cold chain agricultural product sales market is anticipated to expand from RMB 274.0 billion in 2020 to RMB 522.0 billion in 2024, reflecting a CAGR of 17.5% [15]

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 油脂油料：需求支撑 油粕震荡偏强 （侯雪玲，从业资格号：F3048706；交易咨询资格号：Z0013637） 本周油粕价格走高，国际领涨国内，棕榈油强于豆系强于菜籽系。 美豆市场聚焦需求预估。首先压榨数据利好，市场预期生柴政策即将发布，有助于美豆压榨前景。其 次，出口需求预期分歧，变数在于中国和巴西。中国1200万吨大豆采购结束，美国预计中国仍家继续大 量采购，但也有预计中国将放缓采购。巴西大豆丰产，但1月收割进度慢，大量上市需要等到3月，给美 豆短暂喘息机会。处于对需求的乐观预期，美豆价格震荡走高中。国内方面，豆粕价格止跌上涨，现货 领涨期货。大豆进口成本走高，终端积极采购，豆粕终端需求旺盛等均提振市场。豆粕现货去库预期支 撑价格基差走强。市场对3-4月国内豆粕供需缺口大小有分歧，大豆总量充足，但节奏可能造成阶段性 紧张，取决于巴西大豆出口及国内检验速度。预计下周豆粕震荡偏强思路。期权策略，双卖策略。 油脂市场上，印尼决定推迟实施B50生物柴油，美国计划3月初公布生柴决定，生柴政策喜忧参半。市 场预期美国将增加生柴备货，基于政策落地。盘面交易 ...

Core Viewpoint - The launch of the "Da Sanxing Youxuan" direct sales point and its accompanying mini-program represents a significant step in enhancing urban-rural resource connectivity, driven by party-building initiatives, aiming to benefit consumers and increase rural income [1][2]. Group 1: Direct Sales Point and Product Offerings - The direct sales point at Fanli Lake showcases a variety of local agricultural products, including dried peaches, natural peach gum, and specialty teas, attracting many consumers [1]. - The initiative aims to allow urban consumers to experience authentic rural products while promoting the unique features of the Fengqiao area [1]. Group 2: Digital Integration and Consumer Experience - The "Da Sanxing Youxuan" mini-program enhances the offline direct sales experience by providing a seamless online shopping option, allowing consumers to browse products and place orders conveniently [2]. - The program features a diverse range of products, including specialty fruits, fresh eggs, and creative cultural items, ensuring a comprehensive shopping experience [2]. Group 3: Logistics and Delivery Model - To maintain product freshness and delivery efficiency, the mini-program employs a "scheduled delivery + designated pickup" model, with online ordering available from Monday to Thursday and centralized delivery on Fridays [2]. - Consumers can pick up their orders at the direct sales points, reducing uncertainty associated with logistics and enhancing the shopping experience [2]. Group 4: Community Engagement and Support - The initiative includes a special program providing care packages containing "Da Sanxing Youxuan" products for outdoor workers, reflecting the commitment to community support and the integration of rural industry benefits [2]. - The dual approach of physical and digital platforms not only facilitates the flow of agricultural products into urban areas but also encourages urban residents to explore rural experiences [3]. Group 5: Future Development Plans - The local government plans to continue leveraging the direct sales points and mini-program to enhance urban-rural connectivity, ensuring that the benefits of party-building initiatives reach a broader audience [3].

作为"学院派"代表，南京理想农业在青龙社区的百亩现代化大棚里，以科技赋能育种。基地与科研机构 合作开展倍性育种，通过智能温控、天然绿肥培肥土壤等精细化管理，年播种育种材料超5000份，培育 出百余种特色品种。夺冠的"油苏"小白菜叶片肥厚、纤维量低，经霜冻后甜味物质富集，入口清甜化 渣，清炒、涮煮皆具回甘，尽显品质优势。 南京秋鹃农业则以"田园生活家"的姿态，在滨淮村的百亩田地里坚守生态初心。菜畦与鱼塘相映，认领 菜园承载着城市人的田园向往，作物全程遵循自然节律生长。其参赛的"矮脚黄"作为南京传统名品，株 型紧凑、叶柄宽厚，抗病性强且口感软糯无渣，霜打后风味更胜，兼具食用价值与地域特色。 近年来，淳化街道深耕绿色农业，将现代农业科技与生态种植深度融合，在品种改良、品质提升上持续 突破。如今，当地正以优质农产品为纽带，擦亮乡村振兴名片。许艳 韦燕 （来源：新华日报） 近日，2025年度南京地产小白菜品鉴活动"鲜味擂台"落幕，南京市26家种植主体携62款精品同台竞技， 经现场大众投票评选，江宁区淳化街道两家企业表现亮眼：南京理想农业的"油苏"摘得桂冠，南京秋鹃 农业的"矮脚黄"斩获季军，彰显了淳化绿色农业的硬实力。 ...