国泰海通｜农业：十五五聚焦三农，双十一大促关注宠物表现

Group 1: Agriculture Focus - The 14th Five-Year Plan continues to prioritize "agriculture, rural areas, and farmers," aiming to promote urban-rural integration and accelerate the construction of a strong agricultural nation [2] - The plan emphasizes enhancing agricultural comprehensive production capacity and quality efficiency, as well as improving the effectiveness of policies benefiting farmers [2] Group 2: Crop Prices - Since October, corn prices in major production areas have declined, with current spot prices at 2248.63 yuan per ton, reflecting a weekly decrease of 0.64% [3] - The decline in corn prices is attributed to increased risks of damaged and rotten grains due to prolonged rainfall, delayed harvesting, and unsuitable storage temperatures [3] - Conversely, soybean prices have risen, driven by expectations of reduced new season soybean yields in Brazil due to continuous rainfall in the northern production areas [3] Group 3: Pet Industry Performance - During the Double 11 shopping festival, domestic pet brands performed excellently, with top rankings on Tmall's pet brand sales list [5] - Brands such as Xianlang, Fliegate, and Blue's ranked in the top five, showcasing strong performance from domestic companies [5] - Traditional foreign brands like Natural Balance and ZIWI have seen a decline in their rankings [5] Group 4: Blueberry Market - Attention is drawn to the market rhythm of Yunnan blueberries, which began to be listed in October [4]