Core Viewpoint - The Chicago Board of Trade (CBOT) agricultural futures showed mixed performance on January 9, with soybean futures rising slightly while corn futures declined and wheat futures remained unchanged [1] Group 1: Soybean Futures - Soybean futures increased by 0.14%, closing at 1062.75 cents per bushel [1] Group 2: Corn Futures - Corn futures decreased by 0.17%, closing at 445.25 cents per bushel [1] Group 3: Wheat Futures - Wheat futures remained flat, closing at 518.00 cents per bushel [1]

Core Viewpoint - The Intercontinental Exchange (ICE) agricultural futures closed mostly lower on January 9, with significant declines in sugar and cocoa futures, while cotton futures saw a slight increase [1] Group 1: Commodity Futures Performance - Sugar futures fell by 0.53%, closing at 14.89 cents per pound [1] - Cocoa futures experienced a substantial drop of 12.59%, ending at $5,312 per ton [1] - Coffee futures decreased by 4.38%, closing at 356.05 cents per pound [1] - Cotton futures saw a marginal increase of 0.03%, closing at 64.48 cents per pound [1]

Core Viewpoint - The recent Central Rural Work Conference has made systematic deployments in the field of food security, indicating a shift in China's grain production focus from traditional stability in area and yield to a more technology-driven, comprehensive governance approach [1] Group 1: Agricultural Disaster Prevention and Mitigation - Enhancing agricultural disaster prevention and mitigation capabilities is crucial for resisting natural risks and maintaining food security [1] - The emphasis is on transforming disaster response from passive to proactive through technology-enabled precise warning and scientific prevention systems [1] Group 2: Diversification of Food Supply - Implementing a "big food" perspective is key to addressing resource constraints and broadening food security channels [1] - Expanding food sources to forests, grasslands, and oceans can alleviate pressure on arable land while meeting upgraded consumer demands [1] Group 3: Quality Improvement and Variety Enhancement - Promoting superior varieties and improving quality are essential for high-quality agricultural development and strengthening the foundation of food security capacity [1] - Strengthening the cultivation and promotion of high-quality, high-yield, and stress-resistant varieties can provide solid support for increasing and improving food production from the source [1]

Core Viewpoint - The recent Central Rural Work Conference has outlined a systematic deployment in the field of food security, emphasizing the transition from traditional stability in area and production to a more technology-supported, comprehensive governance approach in food production [1] Group 1: Enhancing Agricultural Disaster Prevention and Mitigation - Strengthening agricultural disaster prevention and mitigation capabilities is crucial for safeguarding food security against natural risks [1] - The focus is on transforming disaster response from passive to proactive through technology-enabled precise early warning and scientific prevention systems [2] Group 2: Expanding Food Supply Channels - The "big food" concept aims to alleviate resource constraints by diversifying food sources beyond traditional agriculture, including forests, grasslands, and oceans [1] - This approach not only reduces pressure on arable land but also meets the demands of upgraded consumption, promoting a modern industrial system that integrates agriculture, forestry, animal husbandry, and fishery [3] Group 3: Promoting Quality and Variety in Agricultural Products - Enhancing the quality and variety of agricultural products is essential for high-quality agricultural development and ensuring food security [1] - The focus is on cultivating and promoting high-quality, high-yield, and resilient varieties, which will provide a solid foundation for increasing production and improving quality [4] Group 4: Leveraging Technology for Food Security - The integration of modern technology is necessary to build a resilient food production system capable of withstanding risks from extreme weather and inadequate infrastructure [2] - Upgrading traditional infrastructure and utilizing modern technological innovations will create a comprehensive prevention and control framework [2] Group 5: Building a Comprehensive Quality Control System - A systematic approach to enhancing the "variety-quality-brand" chain is needed to address imbalances in supply and demand, improve quality control, and strengthen brand influence in the food industry [4] - This includes establishing a robust quality control standard system and enhancing public brand building through technology [4]

Core Viewpoint - The joint initiative by 25 agricultural industry associations aims to enhance the safety and quality of agricultural products through the implementation of the "Quality Safety Commitment Certificate Management Measures" starting February 1, 2026 [2][3][5]. Group 1: Policy Implementation - The Ministry of Agriculture and Rural Affairs has officially released the management measures for the quality safety commitment certificate, marking a significant improvement in the agricultural product quality safety regulatory system [2][3]. - The initiative is a response to the policy call to effectively implement the quality commitment certificate system in Guangdong [4]. Group 2: Industry Collaboration - The 25 agricultural associations have united to promote a new industry ethos centered on "using certificates, keeping promises, ensuring safety, and promoting development" [5][6]. - The initiative emphasizes the importance of agricultural product quality safety for public health and social stability [7]. Group 3: Action Directions - The initiative outlines four main action directions: 1. **Responsibility Implementation**: Producers and purchasers must recognize the legal obligation to issue commitment certificates, enhancing product competitiveness and consumer safety [14][15]. 2. **Certificate Standardization**: Strict adherence to the management measures is required for issuing and maintaining certificates, ensuring quality control throughout production [17][19]. 3. **Collaborative Efforts**: All stakeholders in the supply chain should work together to verify and display certificates, fostering a trustworthy agricultural product supply chain [20][22]. 4. **Public Awareness**: Encouragement for businesses to prominently display certificates and participate in promotional activities to enhance public recognition of the commitment certificate [23][25]. Group 4: Participating Associations - The initiative is supported by various associations, including the Guangdong Provincial Agricultural Quality Safety Association, Guangdong Provincial Agricultural Industrialization Leading Enterprises Association, and many others, totaling 25 associations [27][28].

Core Viewpoint - The report provides a detailed analysis of retail prices for various food items, highlighting both month-on-month and year-on-year changes in prices, indicating trends in the food market. Group 1: Grain Prices - Rice is priced at 6.52 yuan/kg, showing a slight decrease of 0.2% month-on-month and a decrease of 0.3% year-on-year [1] - Flour remains stable at 6.12 yuan/kg, with no change month-on-month and a decrease of 1.9% year-on-year [1] Group 2: Cooking Oil Prices - Soybean oil is priced at 12.77 yuan/kg, reflecting a decrease of 0.2% month-on-month and a decrease of 1.7% year-on-year [1] - Peanut oil is at 28.62 yuan/kg, with a slight increase of 0.1% month-on-month and a decrease of 0.6% year-on-year [1] - Canola oil is priced at 16.69 yuan/kg, showing a month-on-month increase of 0.2% and a year-on-year decrease of 1.7% [1] - Blended oil is at 15.51 yuan/kg, with a decrease of 0.1% month-on-month and a decrease of 1.1% year-on-year [1] Group 3: Meat Prices - Pork (hind leg) is priced at 26.10 yuan/kg, showing a decrease of 0.2% month-on-month and a significant decrease of 13.3% year-on-year [1] - White-feathered chicken is priced at 24.66 yuan/kg, with a decrease of 0.2% month-on-month and a decrease of 2.7% year-on-year [1] - Fresh eggs are priced at 10.06 yuan/kg, reflecting a decrease of 0.3% month-on-month and a significant decrease of 14.8% year-on-year [1] Group 4: Aquatic Products Prices - Carp is priced at 21.64 yuan/kg, remaining stable month-on-month with a decrease of 2.1% year-on-year [1] - Silver carp is at 21.92 yuan/kg, showing an increase of 0.8% month-on-month and an increase of 1.1% year-on-year [1] - Grass carp is priced at 23.05 yuan/kg, with a decrease of 0.4% month-on-month and an increase of 7.1% year-on-year [1] - Crucian carp is at 29.73 yuan/kg, reflecting a decrease of 0.1% month-on-month and an increase of 4.8% year-on-year [1] - Large hairtail is priced at 48.35 yuan/kg, with an increase of 0.5% month-on-month and an increase of 1.3% year-on-year [1] - Large yellow croaker is at 55.51 yuan/kg, showing an increase of 0.7% month-on-month and an increase of 10.4% year-on-year [1] Group 5: Vegetable Prices - The average price of vegetables is 8.52 yuan/kg, reflecting a decrease of 0.7% month-on-month and an increase of 8.0% year-on-year [1] - The top five vegetables with the highest month-on-month price increases include yam (12.74 yuan/kg, +3.5%), potato (4.54 yuan/kg, +2.3%), winter melon (5.16 yuan/kg, +2.2%), bitter melon (12.79 yuan/kg, +1.6%), and carrot (5.86 yuan/kg, +1.4%) [1] - The top five vegetables with the largest month-on-month price decreases include cauliflower (8.80 yuan/kg, -5.7%), broccoli (9.99 yuan/kg, -3.7%), zucchini (8.67 yuan/kg, -3.1%), lettuce (8.31 yuan/kg, -3.0%), and spinach (10.01 yuan/kg, -2.8%) [1]

Core Insights - The "Agricultural Products Wholesale Price Index" decreased to 128.71, down by 0.23 points from the previous day, while the "Vegetable Basket" product wholesale price index fell to 131.28, down by 0.28 points [1] Group 1: Price Changes - The average wholesale price of pork is 17.97 yuan/kg, an increase of 0.4% from yesterday; beef is 66.06 yuan/kg, up by 0.2%; lamb is 63.35 yuan/kg, up by 0.8% [1] - The average price of eggs is 7.55 yuan/kg, down by 0.4%; the price of white-feathered chicken is 17.60 yuan/kg, down by 1.4% [1] - The average price of 28 monitored vegetables is 5.53 yuan/kg, down by 1.4%; the average price of 6 monitored fruits is 7.87 yuan/kg, up by 0.6% [1] Group 2: Specific Product Price Movements - Among the 46 monitored fresh agricultural products, the top five price increases are for bighead carp (3.2%), scallions (1.7%), flower carp (1.7%), bananas (1.5%), and Kyoho grapes (1.3%) [2] - The top five price decreases are for white radish (4.9%), asparagus lettuce (4.3%), lotus root (3.9%), zucchini (3.7%), and oyster mushrooms (3.0%) [2]

Agricultural Products Market - The national market price of edible agricultural products decreased by 0.1% from the previous week [1] - The average wholesale price of 30 types of vegetables was 5.73 yuan per kilogram, down 2.4%, with cauliflower, zucchini, and round cabbage decreasing by 13.0%, 11.6%, and 10.6% respectively [1] - Poultry product wholesale prices slightly declined, with eggs and white-cut chicken decreasing by 0.8% and 0.3% respectively [1] - Grain and oil wholesale prices remained stable with slight decreases, where flour and rice were nearly unchanged, while soybean oil, peanut oil, and rapeseed oil decreased by 0.2%, 0.1%, and 0.1% respectively [1] - The average wholesale price of six types of fruits saw a slight increase, with watermelon, apples, and bananas rising by 0.7%, 0.6%, and 0.5% respectively [1] - Wholesale prices of aquatic products slightly increased, with large hairtail, large yellow croaker, and silver carp rising by 1.0%, 0.9%, and 0.4% respectively [1] - Meat wholesale prices experienced a small increase, with pork priced at 18.50 yuan per kilogram, rising by 2.5%, while lamb and beef increased by 0.8% and 0.1% respectively [1] Production Materials Market - Prices of non-ferrous metals continued to rise, with copper, aluminum, and zinc increasing by 2.9%, 1.4%, and 0.7% respectively [2] - Rubber prices saw slight increases, with synthetic rubber and natural rubber rising by 0.8% and 0.2% respectively [2] - Basic chemical raw material prices were mainly up, with polypropylene and sulfuric acid increasing by 0.2%, while soda ash remained stable and methanol decreased by 0.1% [2] - Fertilizer prices remained stable, with urea and compound fertilizers unchanged from the previous week [2] - Steel prices showed slight declines, with rebar priced at 3,360 yuan per ton remaining stable, while ordinary medium plates and channel steel decreased by 0.2% to 3,639 yuan and 3,544 yuan per ton respectively [2] - Finished oil wholesale prices slightly decreased, with 0 diesel, 95 gasoline, and 92 gasoline dropping by 0.6%, 0.5%, and 0.4% respectively [2] - Coal prices experienced slight declines, with coking coal, thermal coal, and anthracite priced at 1,037 yuan, 774 yuan, and 1,156 yuan per ton, decreasing by 1.4%, 0.4%, and 0.3% respectively [2]

Core Viewpoint - The successful export of 360,000 high-quality eggs from Shuo Yu Chicken Farm to the UAE marks a significant milestone for the poultry industry in Yangzhuang Town, enhancing the international competitiveness of agricultural products from Yuncheng County [1][3]. Group 1: Product Quality and Standards - Shuo Yu eggs entered the UAE market, known for its strict food import standards, due to the farm's advanced technology and quality control systems [3]. - The farm has implemented a fully automated breeding system, smart environmental controls, and IoT management, ensuring traceability and digital management throughout the production process [3]. - The eggs underwent rigorous domestic and international testing, receiving high recognition for freshness, safety, and quality from the importing party [3]. Group 2: Government Support and Services - The successful export was facilitated by the local government, which optimized the business environment and provided one-stop services to support the enterprise's export intentions [4]. - The government established a task force to assist with understanding UAE import regulations, improving export documentation, and addressing logistical challenges [4]. - The cooperation between the government and the enterprise resulted in a smooth export process, yielding direct economic benefits and valuable international trade experience for the company [4]. Group 3: Future Strategies and Market Expansion - The first batch of eggs exported to the UAE serves as a hopeful starting point for Yangzhuang Town to implement a more proactive agricultural "going out" strategy [5]. - The town aims to support leading enterprises like Shuo Yu in consolidating existing markets and expanding into Gulf countries such as Saudi Arabia [5]. - There is a focus on summarizing the "Shuo Yu experience" to guide more local agricultural enterprises in meeting international standards and developing competitive export brands [5].

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） 周四，CBOT大豆收跌，市场在报告前调整头寸。分析师预计报告将下调美豆单产和单产，预计全球大 豆库存为1.2307亿吨。农业部还将发布截至12月1日的美豆库存数据。此外，美国农业部还证实向中国 出口销售13.2万吨大豆。出口销售报告显示，截至1月1日，美豆净销售75-130万吨。国内方面，两粕震 荡走高，大豆进口成本走高以及商品市场普涨均提振蛋白粕价格。巴西预计1月大豆出口240万吨，历史 高位，有利于国内远期供应保证。豆粕现货成交增加，其中2-4月基差合同为主。油厂和贸易商挺价， 下游适当减量远期合同。豆粕上下空间均有限，区间震荡思路不变。等待下周USDA供需报告指引。策 略上，双卖策略。 油脂： （侯雪玲，从业资格号：F3048706；交易咨询资格号：Z0013637） 周四，BMD棕榈油上涨，受印尼计划上调出口关税支撑，但库存预期预期限制涨幅。印尼官员表示， 因资金紧张，印尼可能提高棕榈油出口关税，以支持生物柴油任务。一项调查预计，马棕油12月库存升 至 ...