Group 1 - The company has approved the acquisition of 100% equity of Shenzhen Zhenchu Supply Chain Co., Ltd. for a valuation of 27.528 million yuan, aiming to strengthen its food distribution business [2] - The acquisition process has been completed, including the signing of the equity transfer agreement and the payment of the transfer amount, with the company now consolidating Zhenchu into its financial statements [2] - A commitment from the controlling shareholder to cease food distribution operations within one year has been fulfilled through this acquisition, ensuring compliance with regulatory requirements for related party transactions [3]

Group 1 - The opening of the special train from Hanoi, Vietnam to Zhengzhou carrying cassava starch marks a new breakthrough in agricultural trade between Henan and ASEAN countries [1][2] - The special train consists of 44 containers and is part of the first batch of 20 special trains collected by Wanbang Group [1] - In 2024, Wanbang Group expects a continuous increase in the import volume of Southeast Asian agricultural products, with tropical fruit imports exceeding 650,000 tons and a growth rate of 30% to 40% [1] Group 2 - The transportation time for the cassava starch special train is only 5 to 7 days, which is a 50% reduction compared to traditional sea transport [2] - Wanbang Group has established a complete supply chain for Southeast Asian fruits, with 13 merchants contracting orchards in Southeast Asia [2] - The company aims to enhance the resilience of the agricultural product supply chain and build a new pattern of global procurement and national distribution [2]

Group 1 - Major financial markets including US, Hong Kong, European, and Australian stock markets will be closed on April 18 due to Good Friday and Easter holiday [1][3] - Trading for precious metals, US crude oil, foreign exchange, agricultural products, and stock index futures will be suspended on April 18 and will resume on April 21 [1][3] - Hong Kong, European, and Australian markets will continue to be closed on April 21 [1][3]

二、事项的进展情况 日前，公司与圳品集团及圳厨公司签署了《股权转让协议》，按 协议约定支付了股权转让款 2,752.80 万元（协议主要内容详见公司于 2025 年 3 月 28 日刊登在《证券时报》《中国证券报》《上海证券报》 《证券日报》及巨潮资讯网的公告）；并已完成股权过户的工商变更 登记；就截至 2025 年 2 月 28 日圳厨公司因正常业务往来和资金归集 原因与深农投集团及其控制企业所发生的往来款项，已在本次股权过 户前完成清理。本次交易已全部完成，圳厨公司纳入公司合并报表范 围。 证券代码：000061 证券简称：农产品 公告编号：2025-019 深圳市农产品集团股份有限公司 关于收购圳厨公司100%股权完成过户暨控股股东履 行承诺的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 深圳市农产品集团股份有限公司（以下简称"公司"或"农产品"） 第九届董事会第二十五次会议审议通过了《关于收购圳厨公司 100% 股权暨关联交易的议案》。为做大做强食材配送业务，公司同意按深 圳圳厨供应链有限公司（以下简称"圳厨公司"或"圳厨 ...

Core Viewpoint - The Jinan Postal Administration is focusing on enhancing the "Rural Revitalization Postal Commissioner" mechanism to support rural development and improve postal services in line with the 2025 key livelihood projects in Shandong Province [1][2]. Group 1: Initiatives and Activities - The Jinan Postal Administration organized a meeting to promote postal services for rural revitalization and issued a notice to guide local postal companies in collaboration with various departments [2]. - Activities such as "Village Community Co-construction 'Postal' You Accompany" and "Ten Thousand People Going to the Countryside, Thousand Villages Project" have been initiated to support rural revitalization [2]. - As of the end of March, postal services conducted 1,630 hours of live streaming for agricultural products, generating sales of 6.715 million yuan [2]. Group 2: Achievements and Impact - The postal companies have successfully established a logistics process for rural revitalization supermarkets, serving over 1,500 people in the Tianqiao District [2]. - Weekly community activities have been conducted to deliver quality agricultural products and services directly to residents, with 31 events held [2]. - In the first quarter, postal enterprises facilitated the delivery of agricultural products worth 28.169 million yuan and assisted in sales transactions totaling 58.07 million yuan, along with a net increase of 15.59 million yuan in financing E-loans [2]. Group 3: Future Plans - The Jinan Postal Administration plans to continue leveraging the advantages of the postal industry to be a key player in rural revitalization and enhance the three-level logistics system [3].

Group 1 - The core point of the article highlights the exchange of over 30 bilateral cooperation documents between China and Malaysia, covering various fields such as digital economy, artificial intelligence, and agricultural product trade [1] - The cooperation includes initiatives related to three global proposals, "Confucian-Islamic dialogue," and the upgrading of "two-country dual parks" [1] - Key areas of collaboration also involve joint laboratories, railway projects, intellectual property, visa exemptions, and giant panda conservation [1]

习近平：中方欢迎更多马来西亚优质农产品进入中国市场，鼓励中国企业赴马投资兴业 4月16日上午，马来西亚最高元首易卜拉欣在马来西亚国家王宫同中国国家主席习近平举行会见。习近 平强调，中马双方要持续深化政治互信，在涉及彼此核心利益和重大关切问题上相互支持。要深化发展 战略对接，优势互补、互利共赢，携手走好现代化道路。建设好"两国双园"、东海岸铁路等重大项目， 抓紧培育人工智能、数字经济、绿色经济等未来产业合作。中方欢迎更多马来西亚优质农产品进入中国 市场，鼓励中国企业赴马投资兴业。愿同马方推进"儒伊文明对话"，开展更多文化、旅游、教育合作， 增进两国民心相通。中方支持马来西亚担任东盟轮值主席国工作，愿同马方一道落实全球发展倡议、全 球安全倡议、全球文明倡议，推动全球南方联合自强、共同发展，为地区和世界提供更多确定性和正能 量。 （央视新闻） 相关链接 ...

截至2025年4月16日 11:19，中证大农业指数下跌1.06%。成分股方面涨跌互现，千禾味业领涨2.81%，东鹏饮料上涨2.01%，亚钾国际上涨0.89%；新诺威领 跌，立华股份、盐津铺子跟跌。农业ETF(516550)盘中换手2.94%，成交757.00万元。 华源证券认为，农产品以内循环为主，产业逻辑相对最不受关税影响，进口减少有望助力农产品价格从低位开始上涨。我国谷物自给率超九成，受部分美国 进口依赖品种影响，农产品价格可能整体会趋势上行，且在粮食价格整体低位情况下，农民收入问题引起重视，需要价格上涨以提升农民积极性。总体看， 关税影响有限，农产品进口替代来源充足，但玉米、大豆等产品价格处于历史底部，同时采购节奏或有变化，供需平衡表边际改善，价格中枢抬升趋势有望 延续。 数据显示，截至2025年3月31日，中证大农业指数前十大权重股分别为东鹏饮料、温氏股份、牧原股份、伊利股份、盐湖股份、海天味业、海大集团、云天 化、藏格矿业、双汇发展，前十大权重股合计占比50.85%。 没有股票账户的场外投资者还可以通过农业ETF联接基金（019279）布局农业产业链投资机遇。 资金流入方面，农业ETF最新资金流入 ...

Summary of Agricultural Industry Conference Call Industry Overview - The conference call focuses on the agricultural industry in China, particularly the trends in agricultural product prices and the impact of macroeconomic factors and government policies on these prices [1][2][5]. Key Points and Arguments Agricultural Product Prices - Agricultural product prices are currently in a low state, with corn prices dropping during the autumn harvest of 2024 and rebounding to approximately 1.1 yuan per jin, but showing weak upward momentum [1][2]. - Prices for soybeans, oilseeds, cotton, and peanuts have significantly decreased, while the animal products market remains sluggish, with pork and beef prices rebounding but still at low levels [1][4]. Macroeconomic Impact - The decline in agricultural product prices is attributed to both macroeconomic conditions and policy influences, with a reported 7.8% decrease in residents' income and consumption in 2024 [1][5]. - Large-scale subsidy policies have not effectively reversed the losses faced by agricultural producers, such as a reported loss of approximately 2000 yuan per head in the cattle industry [1][5]. Consumption Trends - Rural consumption is disappointing, particularly among elderly farmers with low pensions, which affects overall consumption levels [1][7]. - There is a noted decrease in the consumption of pork and beef, while staple food consumption has increased [1][7]. Government Policy and Investment - The scale of government bond issuance is substantial, but the effectiveness of active fiscal policies in stimulating agricultural product prices is limited, potentially due to investment efficiency issues and concerns over lifetime accountability among officials [1][8][9]. - The government has implemented various measures to stabilize production capacity, including minimum purchase prices and subsidies for crops like rice and wheat [1][18]. Future Market Outlook - The future outlook for agricultural product prices remains uncertain, with expectations of continued low prices and potential for slight fluctuations or short-term rebounds, but significant increases are unlikely without major policy changes [1][6][22]. Supply and Demand Dynamics - The agricultural production capacity in China has improved significantly, with recovery in pig production and expansion in beef farming, supported by favorable weather conditions [1][11]. - However, if macroeconomic conditions do not improve, significant price increases for agricultural products are unlikely [1][12]. Import and Trade Dynamics - China's agricultural imports, particularly of beef, lamb, and pork, have a significant impact on domestic market prices, with a notable increase in imports since 2012 [1][15]. - The ongoing U.S.-China trade negotiations could greatly affect agricultural imports, with potential implications for domestic supply and pricing [1][24][25]. Population Structure Changes - Changes in population structure, including aging and urban migration, are leading to a decline in food consumption, particularly in meat, which affects the demand for feed grains like corn and soybeans [1][16]. Other Important Insights - The government is focusing on improving trade and price coordination mechanisms to stabilize agricultural product prices [1][18]. - The agricultural sector is facing challenges from both domestic production capacity and international trade dynamics, necessitating a balanced approach to ensure food security and price stability [1][29][35].

那咱们今天上午第一场是关于农产品价格的这样一个影响专题今天邀请了专家李总也是拥有21年的农产品期货投研和研究的这样一个经验话不多说咱们先邀请李总给大家做一个分享然后再进行一个互动交流那李总 好啊谢谢郭老师各位投资者大家上午好呃我们来汇报一下我们对于近期尤其对等关税之后的一些对于农农产品市场的一些主要的一些想法跟各位领导汇报一下首先这样的我们如果把关税这个逻辑先先看关税之前的一些情况 那美国的话美国的话是5000万吨的出口那基本上是2500万吨是卖给中国那另外2500万吨是卖给其他的国家阿根廷的话呢差不多我们有个几百万吨对他就看他具体的产量情况那么所以所以我们国家在一点零几一吨的基本构成就是八七七千五左右的进口量然后美国2500万吨的 呃对本来是这个事情爆发爆发之后呢其实会打破一些我们的贸易格局的状态那进而的话有可能会造成一些价格会出现一些相对比较大的波动尤其是在有可能会有一些投机性的需求所以在这位在这里给各位领导去汇报一下 首先我们来看其实对全世界来说直接的这种对等关税的影响尤其是中美之间那最大的影响的话是大豆那其次的话是在私用穀物环节当中那私用穀物的话主要是高粱是受影响对于中国来说是受影响比较最大的我们先来 ...