Group 1: Protein Meal - CBOT soybeans rose on Monday, supported by early-year fund buying and a general market uptrend [2][10] - U.S. soybean net sales for the week ending December 25 reached 1.1777 million tons, an increase from the previous week but below the four-week average [2][10] - StoneX raised Brazil's soybean production forecast to 177.6 million tons, while domestic protein meal prices experienced narrow fluctuations due to weak spot basis and rising inventories [2][10] Group 2: Oils - BMD palm oil increased on Monday due to a weaker Malaysian ringgit and stronger U.S. soybean oil [3][11] - December palm oil inventory in Malaysia reached a seven-year high, driven by strong production outpacing moderate export improvements [3][11] - Domestic oil markets showed divergence, with palm oil declining significantly while soybean and canola oils remained strong [3][11] Group 3: Live Pigs - Post-holiday live pig prices showed a decline, with the main futures contract dropping 1.14% to 11,660 yuan/ton [5][12] - The average daily price of live pigs in China was 12.44 yuan/kg, down 0.02 yuan/kg from the previous week and 0.36 yuan/kg from before the holiday [5][12] - Southern regions maintained normal supply but faced weak demand, while northern regions experienced tight supply of heavier pigs, providing some price support [5][12] Group 4: Eggs - Demand before New Year was limited, resulting in stable egg prices during the holiday period [6][13] - The main futures contract for eggs rose 1.39% to 2,992 yuan/500 kg on the first trading day after the holiday [6][13] - Current egg prices across various markets remained stable, with slight increases in some areas, while supply pressures exist despite a declining trend in inventory [6][13] Group 5: Corn - Corn prices initially fell before rebounding on Monday, influenced by negative policies regarding wheat sales [7][14] - The spot market for corn remained stable with low transaction volumes, particularly in the Northeast region [7][14] - Farmers exhibited a reluctance to sell, leading to a slow market, while expectations for increased purchasing activity are anticipated as the Spring Festival approaches [7][14]

Core Viewpoint - The Chicago futures market for corn, wheat, and soybeans experienced a significant increase in prices on January 5, driven by Chinese purchases of U.S. soybeans and speculative inflation bets [1][2]. Group 1: Price Movements - The most actively traded March 2026 corn contract closed at $4.45 per bushel, up 7 cents or 1.6% from the previous trading day [1]. - The March 2026 wheat contract closed at $5.13 per bushel, up 6 cents or 1.18% from the previous trading day [1]. - The March 2026 soybean contract closed at $10.62 per bushel, up 16.25 cents or 1.55% from the previous trading day [1]. Group 2: Market Influences - Chinese purchases of 10-14 cargoes of U.S. soybeans boosted soybean futures prices on the Chicago Board of Trade (CBOT) [1]. - Speculative inflation bets also contributed to the price increases across corn and wheat futures [1]. - The resistance price level for March soybean futures is noted to be $10.65 [1]. Group 3: Supply and Weather Conditions - South American weather conditions are favorable, with Brazil expected to have a record soybean harvest [1]. - Argentina's return to normal rainfall is anticipated to increase future food supplies in South America [1]. Group 4: Export Inspection Reports - The U.S. Department of Agriculture reported that for the week ending January 1, corn export inspections totaled 47.5 million bushels, soybean inspections totaled 36 million bushels, and wheat inspections totaled 6.7 million bushels [1]. - Cumulative corn export inspections for the current crop year reached 1.055 billion bushels, an increase of 41.5 million bushels year-on-year [2]. - Cumulative soybean export inspections for the current crop year reached 602.6 million bushels, a decrease of 499 million bushels year-on-year [2]. - Cumulative wheat export inspections for the current crop year reached 560 million bushels, an increase of 9.21 million bushels year-on-year [2].

Core Viewpoint - The National Market Supervision Administration has approved the release of 226 national standards for food and agricultural product safety by 2025, enhancing the precision of pesticide and veterinary drug residue testing, thereby strengthening the safety of food and agricultural products [1] Group 1: National Standards and Testing Support - The approved standard substances are essential for conducting chemical and biological testing activities, serving as critical elements in national metrology capacity building [1] - The introduction of standard substances for pesticide residue testing, such as methanol solutions of acetamiprid and chlorpyrifos, will improve the comparability and reliability of test results across different laboratories [1] - For herbicide residue testing, the use of acetone solutions of paraquat and trifloxysulfuron will enhance the precision of the testing process, providing strong support for quality control of food and agricultural products [1] Group 2: Veterinary Drug Residue Testing - The implementation of standard substances like methanol solutions of ofloxacin and acetonitrile solutions of malachite green will provide accurate references for testing veterinary drug residues in livestock and aquatic products [1]

Group 1 - The Intercontinental Exchange (ICE) agricultural futures saw a broad increase in prices on January 5, with all major contracts closing higher [1] - Raw sugar futures rose by 0.82%, closing at 14.72 cents per pound [1] - Cotton futures increased by 0.98%, ending at 64.64 cents per pound [1] - Cocoa futures experienced a significant rise of 3.51%, reaching $6077.00 per ton [1] - Coffee futures saw a modest increase of 0.49%, closing at 359.05 cents per pound [1]

Group 1 - The core viewpoint of the article highlights that all major agricultural futures contracts at the Chicago Board of Trade (CBOT) closed higher on January 5, with significant percentage increases in soybean, corn, and wheat futures [1] Group 2 - Soybean futures rose by 1.58%, closing at 1062.25 cents per bushel [1] - Corn futures increased by 1.60%, closing at 444.50 cents per bushel [1] - Wheat futures saw a rise of 1.28%, closing at 513.00 cents per bushel [1]

Core Viewpoint - The Ministry of Commerce and nine other departments have jointly issued a notice to promote green consumption, outlining 20 specific measures across various sectors including agriculture, home appliances, and hospitality [1][3]. Group 1: Focus on Quality Supply in Livelihood Security - The notice emphasizes enhancing the supply of green agricultural products, promoting green home appliances and home decoration, and encouraging green consumption in the automotive sector [3]. - It aims to elevate green service consumption by developing green dining, accommodation, and housekeeping services to meet the public's aspirations for a better life [3]. Group 2: Cultivating New Growth Points for Green Consumption - The notice proposes the creation of green supply chains, conducting carbon footprint assessments, and promoting green procurement, products, and packaging [5]. - It encourages the implementation of green consumption points and the innovation of green sharing services, including shared transportation, space, and goods [5]. - Additionally, it emphasizes the importance of promoting green recycling, reducing single-use plastic products, and facilitating the reuse of waste items and the circulation of second-hand goods [5]. Group 3: Optimizing the Green Consumption Environment - The notice calls for the promotion of energy-saving facilities and equipment, prioritizing the use of green electricity [7]. - It advocates for the widespread adoption of green consumption concepts and encourages consumers to engage in green travel [7]. Group 4: Next Steps for Implementation - The Ministry of Commerce will guide local authorities in implementing the green consumption promotion actions and will summarize effective experiences and practices to further expand green consumption [9].

Market Overview - The agricultural processing sector increased by 0.15% on January 5, with Morning Glory Biological leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - Morning Glory Biological (300138) closed at 12.83, with a rise of 3.38% and a trading volume of 75,200 shares, amounting to 95.67 million yuan [1] - Other notable performers included: - ST Zhongji (000972) at 4.03, up 2.81% with a trading volume of 258,900 shares [1] - Jinlongyu (300999) at 29.37, up 2.19% with a trading volume of 123,900 shares [1] - Daodaoquan (002852) at 10.73, up 1.71% with a trading volume of 44,300 shares [1] Capital Flow - The agricultural processing sector saw a net inflow of 30.45 million yuan from main funds, while retail funds experienced a net outflow of 11.92 million yuan [2] - The main funds' net inflow and outflow for specific stocks included: - Huadao Industrial (600191) with a net inflow of 24.94 million yuan [3] - Guannong Co. (600251) with a net inflow of 17.58 million yuan [3] - Yongshuntai (001338) with a net inflow of 9.82 million yuan [3]

Group 1 - Jilin Province has intensified brand cultivation efforts, forming a preliminary brand matrix of "region + enterprise + product" with over 90 regional public brands such as Fushun Ginseng and Jilin Rice [1] - The influence of the "Ji" brand is expanding, with seven major "Ji" brands including Changbai Mountain Ginseng and Jilin Rice, and the total industrial chain output value exceeding 100 billion yuan [1] - Eleven brands, including Tonghua Ginseng and Huan Dian Yellow Cattle, have been included in the 2025 National Agricultural Brand Boutique Cultivation Plan [1] Group 2 - The Jilin Provincial Agricultural and Rural Affairs Department has utilized agricultural fairs to provide platforms for cooperation and exchange, facilitating numerous production and sales cooperation projects [2] - Over 300 agricultural enterprises participated in 13 themed exhibitions to expand the recognition and influence of the "Ji" brand [2] - Inter-provincial cooperation has been actively promoted to expand into high-end consumer markets such as Beijing-Tianjin-Hebei and the Guangdong-Hong Kong-Macao Greater Bay Area [2] Group 3 - The "Ji" brand has leveraged e-commerce platforms and social media to promote products through various methods, achieving sales of 52 million yuan during the Agricultural Expo [3] - The rural e-commerce retail sales in Jilin reached 31.158 billion yuan in the first half of 2025, with a growth rate of 14.51%, leading in Northeast China [3] - Comprehensive advertising campaigns have been launched across multiple media to enhance recognition and acceptance of the "Ji" brand [3]

Core Viewpoint - The National Market Supervision Administration has approved a total of 226 national standards for food and agricultural product safety by 2025, enhancing the precision of pesticide and veterinary drug residue testing, thereby strengthening the safety measures for food and agricultural products [1] Group 1: Standards and Testing - The approved standard substances are essential for conducting chemical and biological testing, serving as critical elements in national metrology capacity building [1] - The introduction of standard substances for pesticide residue testing, such as methanol solutions of acetamiprid and chlorpyrifos, will improve the comparability and reliability of test results across different laboratories [1] - For herbicide residue testing, the use of acetone solutions of paraquat and trifloxysulfuron will enhance the precision of the testing process, providing strong support for quality control of food and agricultural products [1] Group 2: Veterinary Drug Residue Testing - The implementation of standard substances like methanol solutions of ofloxacin and acetonitrile solutions of malachite green will provide accurate bases for testing veterinary drug residues in livestock and aquatic products [1]

Core Viewpoint - The recent announcement by the Ministry of Agriculture and Rural Affairs of China highlights the inclusion of 36 agricultural products from Guangdong in the third batch of the National List of Special High-Quality New Agricultural Products for 2025, emphasizing the importance of developing high-quality agricultural products to enhance supply and promote sustainable agricultural practices [4][5]. Group 1: Inclusion of Products - Guangdong has successfully included 36 agricultural products in the 2025 National List, covering categories such as grains and oils, fruits and vegetables, seafood, tea, and nuts [4]. - To date, Guangdong has a total of 70 products recognized across three batches, with previous inclusions of 9 and 25 products in earlier rounds [5]. Group 2: Product Characteristics - The national list identifies agricultural products that are produced in specific regions, showcasing significant regional characteristics and unique nutritional qualities, with stable supply and high market recognition [9][10]. Group 3: Product Cancellations - The Ministry has also announced the cancellation of 63 products from the national list, including six from Guangdong, such as Deqing pineapple and Lekang snow chicken, due to various reasons including failure to meet certification conditions [13][14]. Group 4: Certification Mechanism - The criteria for the cancellation of products from the national list include changes in production conditions, failure to undergo annual confirmation, significant quality safety issues, voluntary withdrawal by the certificate holder, and non-compliance with recognition conditions after rectification [16][17][18].