Core Viewpoint - The company, Supply and Marketing Cooperative (供销大集), plans to use its own funds to bid for a 60% stake in China National Investment Corporation's agricultural supply chain subsidiary, with a base transfer price of 99.78 million yuan [1][2]. Group 1: Company Strategy and Financials - The target company, National Investment Agricultural Products Supply Chain (国投农产品), is a state-controlled enterprise established in 2015, focusing on supply chain management, agricultural product processing, and trade [1]. - In 2025, the target company is projected to achieve a revenue of 547 million yuan and a net profit of 9.64 million yuan, significantly up from 2.13 million yuan in 2024, indicating its market competitiveness [1]. Group 2: Industry Context and Implications - The ongoing market-oriented reforms in mergers and acquisitions by the state encourage companies to enhance horizontal and vertical integration, which aligns with the company's strategy to integrate resources with the target company [2]. - Successful acquisition will enhance the company's operational capabilities and risk resilience, while also supporting national policies for urban-rural integration and agricultural product trade [2]. - The acquisition aligns with the central government's directive to diversify agricultural imports and support the export of advantageous agricultural products, further solidifying the company's position in the commodity trade sector [3].

列车上旅客不仅能采购年货，还能够欣赏二人转、民族歌舞等特色演出，体验剪纸、桦树皮画等工艺品制作，让旅途变成一场沉浸 式东北民俗体验之旅。 齐齐哈尔市甘南县平阳镇建国村李文华表示，今天的列车大集真是热闹，他们有网上流量，有线下旅客流动，有媒体宣传，让黑龙 江特产宣传得更远更广泛。 2026年春运期间，哈尔滨铁路部门还将继续开行多趟主题旅游列车，不断推动冰雪旅游与民俗文化、农村电商等业态深度融合，助 力黑龙江特色产品走向全国。 央视网消息：春运开启，中国铁路哈尔滨局连续第四年开行"列车大集"。在黑龙江哈尔滨K7103次列车上，满载着年货与浓浓春 意，穿梭于城乡之间，搭建起特色农产品外销、民俗文化传播的流动桥梁。 车厢内，火红的灯笼和憨态可掬的年画娃娃，烘托出热烈的东北年味儿。煎饼、冻梨汁等特产琳琅满目，车厢里洋溢着赶大集般的 喜悦。此次"列车大集"还邀请乡村干部现场介绍卖货，旅客可以品尝、扫码下单，实现"车上购买、快递到家"的消费体验。 ...

Core Viewpoint - Jiangsu Province has passed the "Jiangsu Province Agricultural Product Quality Safety Regulations" to ensure food safety for its residents, emphasizing the importance of agricultural product quality and safety management [1][3]. Group 1: Regulatory Framework - The regulations consist of 8 chapters and 64 articles, focusing on collaborative governance, source control, and addressing practical challenges in agricultural product safety [3]. - The regulations highlight a collaborative governance model, defining responsibilities for producers, local governments, and supervisory departments to enhance cooperation [3][5]. Group 2: Source Control and Input Management - The regulations emphasize the need for a safety monitoring system for agricultural products at the source and outline protective measures for production areas [3]. - A dedicated chapter addresses the regulation of agricultural inputs, proposing measures to ensure safe usage and traceability of pesticides and veterinary drugs [3][5]. Group 3: Production and Sales Oversight - Specific provisions are made for regulating production processes, including prohibiting certain harmful practices such as excessive use of agricultural inputs and illegal substances [5]. - The regulations detail management of packaging and labeling for agricultural products, promoting the use of traceability labels and compliance certificates [5][6]. Group 4: Commitment and Traceability System - The commitment compliance certificate serves as a guarantee for producers, buyers, and consumers, with over 100 million electronic certificates issued since its trial in 2019 [6]. - The regulations encourage the display of compliance certificates at sales venues and promote the purchase of traceable agricultural products to ensure consumer confidence [6]. Group 5: Supervision and Management Mechanism - A comprehensive supervision mechanism is established to address the complexities of agricultural product quality management across various stages, including planting, breeding, and storage [6]. - The regulations outline specific responsibilities for different departments in monitoring and responding to agricultural product safety issues [6].

Group 1 - The core point of the article is that Gongxiao Daji Group Co., Ltd. plans to use its own funds to bid for a 60% stake in Guotou Agricultural Products Supply Chain (Beijing) Co., Ltd., with a starting price of 99.7776 million yuan [1][2] - Guotou Agricultural Products, established in 2015, is a state-controlled enterprise under the National Development Investment Corporation, primarily engaged in supply chain management, agricultural product processing, and trade [1][2] - In 2025, Guotou Agricultural Products is projected to achieve a revenue of 547 million yuan and a net profit of 9.6368 million yuan, significantly up from 2.1329 million yuan in 2024, indicating its competitive position in the industry [1][2] Group 2 - The acquisition aligns with Gongxiao Daji's strategic vision to become a leading operator of urban and rural circulation infrastructure, addressing gaps in its agricultural product trade sector [2][3] - If the bid is successful, it will enhance Gongxiao Daji's control over the upstream supply chain and allow for resource integration, improving operational efficiency and risk resilience [1][2] - The acquisition is expected to facilitate the sharing of supply networks and logistics between Gongxiao Daji and Guotou Agricultural Products, enhancing business coverage and reducing logistics costs [2][3] Group 3 - The acquisition supports national policies for rural integration and aims to promote the upward movement of agricultural products and the downward movement of industrial goods, contributing to rural revitalization and economic prosperity [3]

Core Viewpoint - The current market for gold and silver is highly volatile, with significant fluctuations impacting investor sentiment and behavior [5][6][25]. Group 1: Market Analysis - The recent downturn in gold and silver prices has left many investors as casualties, with some struggling to recover from losses [6][15]. - The gold market is supported by strong fundamentals, including ongoing purchases by central banks and geopolitical tensions, which are likely to sustain a bullish trend [8][25]. - Silver, on the other hand, is expected to experience a divergence from gold, with its price influenced by industrial demand and economic conditions, leading to a potential bearish outlook [8][15]. Group 2: Technical Analysis - The current phase of gold and silver is identified as a long-term consolidation phase, which may last until early to mid-2026 unless there are significant changes in the fundamentals [11][14]. - Key support levels for gold are identified at $4,820-$4,830 and $4,655, while resistance levels are noted at $5,090-$5,100 and $5,220-$5,240 [13][14]. - For silver, critical support is at the New Year low of $70-$71, with potential downside targets of $60-$62 if broken [20][17]. Group 3: Investment Strategy - Investors are advised to adopt a mixed strategy of holding physical assets and engaging in short-term trading to maximize profits while managing risks [14][27]. - The outlook for silver suggests that high prices will not be sustainable, and investors should consider exiting positions at $85-$90 or above $100 [18][27]. - The oil market is projected to enter a bullish phase by 2026, driven by geopolitical tensions, with short-term targets set at $75-$80 and long-term at $100-$110 [20][22].

根据公告，如竞拍成功完成收购，将有效补足供销大集在基础农产品领域的布局短板，且国投农产品可 共享供销大集农产品供应网络和物流网点，与供销大集商贸物流网络形成叠加效应，增加业务覆盖省份 区域，贯通"国际采购-仓储物流-终端分销"全链条，降低综合物流成本，实现协同发展。同时，国投农 产品除继续开展原有的粮食及副产品贸易业务外，还将承担供销大集现有的农产品贸易业务职能，带动 其贸易业务板块做大做强。 资料显示，国投农产品是一家成立于2015年的国有控股企业，隶属于国家开发投资集团有限公司，主营 供应链管理、农产品初加工、农产品贸易及进出口业务等。据2025年未经审计数据，2025年，国投农产 品实现营业收入5.47亿元；同期实现净利润963.68万元，较2024年的213.29万元净利润大幅提升，具备 一定的行业地位与市场竞争力。 "供销大集作为国内知名的商贸流通企业，此次竞拍收购若成功，可强化公司对供应链上游的控制，并 可以通过整合产业链资源进一步提升公司的竞争力。"上海济懋资产管理有限公司合伙人丁炳中在接受 《证券日报》记者采访时表示，若此次竞拍成功完成收购，供销大集将可以通过与国投农产品的业务资 源整合，发挥 ...

Core Viewpoint - The event "Guizhou Brand Agricultural Products Promotion in Chengdu" aims to enhance the integration of Guizhou's agricultural products into the Chengdu market, promoting trade and cultural exchange between the two regions [9][14][15]. Group 1: Event Overview - The promotion event took place on February 6 at the Jin Niu Wanda Plaza in Chengdu, featuring 25 Guizhou enterprises showcasing local products and launching the "Sichuan Guizhou Hot Pot Map" [9][10][21]. - Activities included culinary tastings and a "Flavor Duel" between chefs from both regions, highlighting the collaboration between Guizhou and Sichuan in the culinary space [11][85]. Group 2: Strategic Goals - The initiative aligns with the 2026 Central Document No. 1, which emphasizes the coordination of agricultural trade and production [13]. - The goal is to leverage both domestic and international markets to enhance brand value and market efficiency for Guizhou products [15][23]. Group 3: Agricultural Branding - Guizhou is focusing on a "Brand Strong Agriculture" strategy, aiming to create a brand matrix that includes regional public brands and enterprise brands [27][30]. - The province has developed a directory of 90 agricultural brands from nearly 200 regional public brands, enhancing the visibility and marketability of Guizhou's agricultural products [30][31]. Group 4: Market Potential - The event is seen as a strategic move to tap into the Chengdu market, which is characterized by strong consumer demand and a robust logistics network [36][37]. - The hot pot market is projected to reach 650 billion yuan by 2025, indicating significant growth potential for Guizhou products in this sector [78]. Group 5: Product Highlights - Featured products included Guizhou's unique agricultural offerings such as the Du Yun Mao Jian tea, Guizhou sturgeon, and Zunyi Chao Tian chili, showcasing the region's diverse agricultural capabilities [33][34][55]. - The promotion also emphasized the quality and uniqueness of Guizhou's agricultural products, aiming to enhance consumer awareness and appreciation [26][32]. Group 6: Collaborative Efforts - The event facilitated direct connections between Guizhou agricultural enterprises and Sichuan's hot pot industry, fostering collaboration and mutual benefits [42][46]. - Industry associations from both regions expressed strong support for integrating Guizhou's products into Sichuan's culinary landscape, enhancing the overall dining experience [62][64].

Core Viewpoint - The Intercontinental Exchange (ICE) agricultural futures saw a broad decline in major contracts, indicating a bearish trend in the agricultural commodities market [1] Group 1: Sugar Market - Raw sugar futures fell by 0.91%, closing at 14.14 cents per pound, with a weekly decline of 0.91% [1] Group 2: Cotton Market - Cotton futures decreased by 1.12%, ending at 61.07 cents per pound, reflecting a weekly drop of 3.32% [1] Group 3: Cocoa Market - Cocoa futures dropped by 1.31%, settling at $4,154 per ton, with a slight weekly decline of 0.26% [1] Group 4: Coffee Market - Coffee futures experienced a significant decline of 3.31%, closing at $2.867 per pound, marking a substantial weekly decrease of 13.71% [1]

（编辑 任世碧） 证券日报网讯 2月6日，农产品发布公告称，公司于2026年2月5日召开第九届董事会第三十七次会议， 审议通过了《关于同意全资子公司果菜公司签订的议案》，同意公司全资子公司深圳市果菜贸易有限公 司（简称"果菜公司"）与深圳市规划和自然资源局坪山管理局（简称"坪山规自局"）、深圳市坪山区城 市更新和土地整备局签订《收地补偿协议书》，由坪山规自局有偿收回果菜公司名下G14301-0001号宗 地土地使用权。 ...

供销大集晚间公告，公司拟参与竞拍国投农产品供应链（北京）有限公司60%股权，转让底价为 9,977.76万元。该交易可能构成重大资产重组，但具体还需根据项目进展确定。公司第十一届董事会已 审议通过该议案，并提请股东会授权管理层办理相关事宜。 ...