CBOT农产品晚间分析：美豆直逼10美元心理关口，是触底反弹，还是将打开通往9.7美元年度低点的大 门？当所有利空都已被定价，严重超卖的农产品市场会否迎来报复性反弹？ 相关链接 期货盯盘神器专属文章 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002286 | 保龄宝 | 10.59 | -1.40% | 12.22万 | 1.29亿 | | 300268 | *ST佳沃 | 10.38 | -1.33% | 1.26万 | 1317.64万 | | 300138 | 晨光生物 | 13.14 | -0.68% | 6.48万 | 8546.76万 | | 000930 | 中粮科技 | 6.00 | -0.50% | 11.63万 | 6988.51万 | | 600251 | 冠农股份 | 8.05 | -0.25% | 8.56万 | 6913.00万 | | 832023 | 田野股份 | 4.82 | -0.21% | 16.84万 | 8054.04万 | | 666000E | 金龙鱼 | 30.95 | -0.06% | 6.35万 | 1.97亿 | | 000972 | *ST中基 | 3.29 | 0.00% | 19.43万 | 6346.43万 | | 0005 ...

Core Insights - The article discusses the importance of agricultural product consumption in improving people's livelihoods, stabilizing markets, and promoting farmers' income, highlighting the release of the "Implementation Plan for Promoting Agricultural Product Consumption" by the Ministry of Agriculture and Rural Affairs [1][2]. Group 1: Policy Framework - The "Implementation Plan" includes 23 specific measures across 9 areas, focusing on optimizing supply, innovating circulation, and activating the market to adapt to new consumption trends [1][2]. - The plan emphasizes enhancing the quality and branding of agricultural products, particularly in response to the growing demand for high-quality, personalized, and functional food products [1][2]. Group 2: Consumer Trends - There is a notable shift towards quality and convenience in agricultural product consumption, with a rising demand for ready-to-eat and easy-to-cook products, especially among younger consumers [1][2]. - The plan aims to develop new processing products and promote local specialty foods to meet these evolving consumer preferences [1][2]. Group 3: Market Activation - The plan proposes innovative consumption platforms, including seasonal festivals and themed promotional activities to stimulate urban and rural consumption [2]. - It also highlights the integration of various consumption scenarios, such as combining tourism with shopping, to enhance consumer experiences [2]. Group 4: Economic Impact - The leisure agriculture sector is projected to generate nearly 900 billion yuan in revenue by 2024, indicating its potential as a vibrant area for tourism and consumption innovation [2]. - The Ministry of Agriculture and Rural Affairs plans to strengthen financial support and diversify leisure agricultural activities to further stimulate growth [2][3]. Group 5: Implementation Strategy - The Ministry will collaborate with relevant departments to ensure the effective implementation of the plan, encouraging local adaptations and mobilizing social participation to meet diverse consumer needs [3].

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 112.86, up by 0.13 points from the previous day [1] - The "Vegetable Basket" product wholesale price index rose to 112.88, up by 0.17 points from the previous day [1] Price Changes - The average wholesale price of pork is 20.67 yuan/kg, an increase of 0.8% from the previous day [1] - The average price of beef is 64.13 yuan/kg, up by 0.1% from the previous day [1] - The average price of lamb is 59.72 yuan/kg, down by 0.5% from the previous day [1] - The price of eggs remains stable at 7.68 yuan/kg [1] - The price of broiler chicken is 16.89 yuan/kg, down by 2.5% from the previous day [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 4.4 yuan/kg, down by 0.5% from the previous day [1] - The average price of 6 monitored fruits is 7.09 yuan/kg, down by 1.0% from the previous day [1] Fish Prices - The price of crucian carp is 22.07 yuan/kg, down by 1.0% from the previous day [1] - The price of carp is 15.53 yuan/kg, down by 1.5% from the previous day [1] - The price of white catfish is 10.25 yuan/kg, up by 2.4% from the previous day [1] - The price of large hairtail is 39.64 yuan/kg, down by 2.3% from the previous day [1]

转自：证券时报 人民财讯7月30日电，中共中央政治局7月30日召开会议，会议强调，要扎实做好民生保障工作。突出就 业优先政策导向，促进高校毕业生、退役军人、农民工等重点群体就业。落实好惠民政策，健全分层分 类社会救助体系。夯实"三农"基础，推动粮食和重要农产品价格保持在合理水平。巩固拓展脱贫攻坚成 果，确保不发生规模性返贫致贫。始终把人民群众生命安全放在第一位，加强安全生产和食品安全监 管，全力做好防汛应急抢险救灾，保障迎峰度夏期间能源电力供应。做好"十五五"规划编制工作。 ...

Core Insights - Yunnan's total goods trade import and export reached 127.39 billion yuan in the first half of the year, showing a year-on-year growth of 3.2% [1] - Exports accounted for 42.81 billion yuan, while imports were 84.58 billion yuan [1] - The number of countries and regions with trade relations increased to 183, indicating a tighter global trade connection [1] Trade with Belt and Road Countries - Trade with Belt and Road countries amounted to 109.03 billion yuan, marking a growth of 7% and representing 85.6% of the total trade value, an increase of 3 percentage points compared to the same period last year [1] Trade with ASEAN - Trade with ASEAN countries reached 61.8 billion yuan, reflecting an increase of 8.9% [1] Agricultural Product Exports - Yunnan's agricultural product exports totaled 8.03 billion yuan, growing by 15%, ranking first in scale among China's central and western regions [1] - Exports of fresh-cut flowers and coffee products were 540 million yuan and 650 million yuan, respectively, with growth rates of 52.2% and 8.4%, both leading the nation [1]

Core Viewpoint - The "Implementation Plan" aims to effectively expand agricultural product consumption by optimizing supply, innovating circulation, and activating the market to unleash diverse, quality, and differentiated consumption potential, leading to an upgrade in supply-demand structure [1][2][3] Group 1: Optimizing Supply Side - The plan emphasizes optimizing the supply of green and high-quality products to meet multi-level consumption needs, focusing on enhancing the "three products and one standard" level, promoting quality evaluation and grading, developing new processing products, and innovating local specialty foods [1] Group 2: Innovating Circulation - The plan outlines measures to promote precise connections between production, supply, and sales, expanding offline consumption channels, and innovating consumption platforms through festive exhibitions and diverse agricultural product consumption scenarios [2] - Specific activities include integrating local specialties into events like "Harvest Markets" and "Agricultural Carnivals," encouraging local product showcases during sports events, and supporting agricultural enterprises to connect with various consumer segments [2] Group 3: Activating Market Demand - The plan calls for organizing specialized science popularization campaigns to advocate for nutritious and healthy consumption, strengthening brand leadership to enhance consumer confidence, and promoting the integration of agriculture, culture, and tourism to expand new consumption spaces [2][3] - It also emphasizes accelerating the integration of domestic and foreign trade to promote interconnected consumption [2] Group 4: Strengthening Coordination - The plan stresses the importance of inter-departmental collaboration to form a cohesive effort, enhancing supporting measures, financial backing, and promoting coordinated regulation across the entire supply chain [3]

第四届国际农产品市场与贸易论坛日前在京举办。论坛设置嘉宾致辞、主旨演讲和专题讨论等环节。 农业农村部国际合作司副司长郭娜英在致辞中用"风险"、"韧性"、"合作"三个关键词分享了观点。极端 天气频发、贸易政策多变、地缘冲突影响外溢、生物燃料政策联动等传统与非传统威胁交织，给国际农 产品市场与贸易带来诸多不确定性风险。虽然面临多重风险挑战，国际农产品市场与贸易依然表现出较 强韧性，国际农产品供应总体乐观，价格涨跌相对温和，增速放缓但仍维持增长势头，进出口市场趋于 多元化。破解挑战，需要各国同舟共济、携手应对，加强政策沟通协调，共同维护公平正义、开放合作 的市场环境；加强科技创新合作，共同培育国际农业贸易发展新动能；加强国际分工协作，共同维护农 业产业链供应链韧性和稳定。 在主旨演讲环节，第十四届全国政协常委、商务部原副部长钱克明回顾了过去20年中国农产品贸易的发 展特点，对粮棉油、糖菜肉等大宗农产品中长期贸易趋势进行了展望；全球化智库副主任高志凯认为， 当前和未来要着重从全球地缘冲突、关税战贸易战以及人工智能演进等视角研判全球农产品贸易面临的 影响；中远海运散货运输有限公司副总经理魏国栋认为，国际干散货运输面临运 ...

Core Viewpoint - The joint implementation plan by ten government departments aims to promote agricultural product consumption by optimizing supply, innovating circulation, and activating the market, aligning with new trends and characteristics in agricultural consumption [1] Group 1: Optimizing Supply of Quality Products - The plan emphasizes the need to optimize the supply of green and high-quality agricultural products, responding to the growing consumer demand for branded and functional food products [2] - Since the 14th Five-Year Plan, 36,000 new certifications for green, organic, and geographical indication products have been issued, a 70% increase compared to the end of the 13th Five-Year Plan, covering various categories including grains, meat, and vegetables [2] - The annual supply of green and high-quality agricultural products exceeds 200 million tons, with a projected sales revenue of 609.78 billion yuan for green food in 2024 [2] Group 2: Enhancing Food Industry and Consumer Health - The food industry will focus on accelerating biotechnological applications, creating specialty food industry clusters, and expanding food consumption to improve the supply-demand match [3] - There is a shift in consumer demand from merely satisfying hunger to prioritizing quality and health, prompting initiatives to promote healthy dietary habits and nutritional public services [3] Group 3: Enriching Consumption Scenarios - The plan aims to diversify agricultural product consumption scenarios, encouraging activities like immersive picking experiences and live-streaming events to enhance consumer engagement [4] - The projected revenue for leisure agriculture in 2024 is nearly 900 billion yuan, indicating a vibrant sector that merges tourism and agriculture [4] Group 4: Improving Urban and Rural Consumption Infrastructure - China has a fresh agricultural product consumption scale of 1 billion tons annually, with logistics directly impacting consumption quality [6] - By the end of 2024, nearly 20 million cubic meters of cold chain facilities will be constructed to support agricultural product logistics, with a 15.8% year-on-year growth in online agricultural product retail sales anticipated [6] - The focus will be on enhancing cold chain logistics networks and establishing a comprehensive agricultural market system to ensure effective product flow from production to consumption [6]

Core Viewpoint - The implementation of the Private Economy Promotion Law in May 2023 provides significant support and encouragement for private enterprises, enhancing their confidence and offering legal protection for technological innovation [3][4]. Group 1: Company Innovations - The company has developed personalized recipes for chickens, including herbal health supplements and freeze-dried insect powder, to improve the health and egg quality of hens [3][4]. - The company has successfully extended the shelf life of toast from 3 days to 21 days using a new natural preservative, whey fermentation, demonstrating the importance of technological innovation for business growth [4]. Group 2: Legal Framework and Support - The Private Economy Promotion Law includes a dedicated chapter on "Technological Innovation," outlining principles and measures to encourage private enterprises' participation in technological advancements, providing institutional support for innovation [3][4]. - The law explicitly protects the name rights and reputation of private economic organizations and their operators, prohibiting malicious infringement through the internet [4][5]. Group 3: Future Expectations - There is a call for the law to be effectively enforced, transforming legal rights from theoretical protections into practical benefits for enterprises, ensuring swift rights protection against online defamation [5][6]. - The expectation is that as the law is implemented and refined, the private economy will unleash greater vitality, with every innovation being valued and protected [6].