2025年来，伴随海外流动性宽松以及国内"反内卷"政策等因素的推动，资源品涨价成为资本市场的一条 重要投资线索。Wind数据显示，截至2月13日，申万有色金属指数和化工行业指数近1年分别上涨 106.69%、47.15%，也带动作为周期资源品价格传导"最后一环"的农产品涨价预期持续发酵。记者发 现，景顺长城正在发行农产品相关主题ETF——农牧渔ETF景顺（认购代码：560213），该产品跟踪中 证全指农牧渔指数，全面网罗农牧渔核心标的，为投资者提供布局农牧渔板块的便捷工具。 涨价周期叠加"反内卷"，有望对农产品价格形成支撑 农产品价格上涨的预期并非空穴来风，背后有着周期更迭的规律。紫金天风期货研究表明，过往的资源 品涨价大多数情况遵循"贵金属先动，再按照从工业金属到能源化工以及农产品"的顺序，往往由农产品 来完成收尾。本轮资源品行情正处于"贵金属领涨、工业金属跟随、能源化工逐渐从底部起势"的阶段， 若涨价潮持续发酵，最终有望传导到农产品。 而说到周期，农业自身也存在明显的周期属性，每隔2-3年会迎来一轮反弹。以中证全指农牧渔指数为 例，在2016年2月至2016年8月、2018年11月至2019年5月、202 ...

数据显示，截至2026年1月30日，国证粮食产业指数(399365)前十大权重股分别为大北农、隆平高科、 北大荒、神农种业、荃银高科、农发种业、亚盛集团、盐湖股份、藏格矿业、云天化，前十大权重股合 计占比52.33%。申万三级行业中，磷肥及磷化工与其他农化相关行业占比达23.22%。 截至2026年2月24日 14:31，国证粮食产业指数(399365)强势上涨3.23%，成分股和邦生物上涨10.08%， 兴发集团上涨10.01%，云图控股上涨10.01%，云天化，川发龙蟒等个股跟涨。粮食ETF(159698)上涨 3.18%，最新价报1.1元。 粮食ETF(159698)，场外联接(A：021086；C：021087；I：022848)。 消息面上，2026年2月18日，美国宣布将磷和草甘膦列入战略资源，农化工概念走强。 粮食ETF紧密跟踪国证粮食产业指数，国证粮食产业指数反映沪深北交易所粮食产业相关上市公司的证 券价格变化情况。 东方证券指出，当国内农业企业陷入存量市场的内卷竞争，奔向国际蓝海成为了打破成长上限的必然选 择。通览国内、国际农业企业的出海历程，路径均未脱离产品、技术输出—资产投建——并购/合 ...

国泰海通发布研报称，2026年1月，淘天宠物与炼丹炉大数据联合发布《宠物行业新品趋势报告》显 示，时令节日仪式感消费已成为"它经济"的核心增长极，"新年宠物礼盒"这一搜索关键词在天猫平台上 的同比增速便已经达到了20%+。根据天猫数据，宠物过年衣服销量实现330%的大幅增长，宠物年夜饭 实现290%的增长。此外，春节后，华南与华北区域举办规模领先的宠物展会，国内头部品牌预计在展 会上推出新品，值得关注。 养殖：春节后预期猪价进入淡季节奏 春节后预期猪价进入淡季节奏。春节后预计需求淡而供给多，预期价格进入淡季节奏。事实上腊月小年 后，春节备货已经开始逐步下降，接下来节后的屠宰场正月初七和初八正式开工后，价格将进入低价和 养殖亏损阶段。关注低猪价下的产能去化情况。 标的方面 生猪推荐标的：牧原股份(002714.SZ)、温氏股份(300498.SZ)；后周期推荐标的：科前生物 (688526.SH)、海大集团(002311.SZ)。农产品产业链推荐标的：晨光生物(300138.SZ)、诺普信 (002215.SZ)、荃银高科（维权）(300087.SZ)、国投丰乐(000713.SZ)，相关标的：康农种业 (30 ...

粮食ETF紧密跟踪国证粮食产业指数，国证粮食产业指数反映沪深北交易所粮食产业相关上市公司的证 券价格变化情况。 数据显示，截至2026年1月30日，国证粮食产业指数(399365)前十大权重股分别为大北农、隆平高科、 北大荒、神农种业、荃银高科、农发种业、亚盛集团、盐湖股份、藏格矿业、云天化，前十大权重股合 计占比52.33%。 粮食ETF(159698)，场外联接(A：021086；C：021087；I：022848)。 消息面上，冬小麦由南向北陆续返青，是抓好春季田管的关键时期。主产区因地制宜落实各项举措，保 障粮食稳产丰产。 东方证券指出， 国内农业企业有望通过出海打开成长上限。受制于国内有限的需求总量，我国农业企 业已进入存量竞争阶段，市场相对稳定的背景下，企业成长主要体现在头部集中度的提升。而区位等要 素限制下，头部企业国内扩张上限逐步显现，上方成长空间已极其有限。参考国际农业巨头和国内先行 企业的经验，出海战略是农业企业突破本土增长上限的有效路径，尤其对于东南亚、非洲等地区，伴随 经济发展与人口增长，对生活水平改善的需求呈持续上升态势，为农牧企业提供了广阔的市场发展空 间。而核心竞争优势突出、产业 ...

Core Viewpoint - The article highlights the festive atmosphere created by the Baohua Ridge Ecological Park of Beidahuang Agricultural Co., which has been decorated to celebrate the Lunar New Year, attracting visitors to experience the holiday spirit [2]. Group 1: Festive Decorations - The ecological park has been meticulously decorated to enhance the festive ambiance, blending traditional customs with natural scenery [2]. - Red lanterns are strategically hung along the winding paths and among the greenery, creating a flowing red landscape that enhances the celebratory mood [2]. - Various decorative elements, such as intricate paper cuttings and cartoon figures, complement the red lanterns, enriching the festive atmosphere throughout the park [2]. Group 2: Visitor Experience - The park has become a popular destination for visitors, who are encouraged to take photos and capture the unique beauty of the New Year celebrations [2]. - Each corner of the park is designed to attract visitors, providing numerous opportunities for enjoyment and photography [2].

内容概要：有机食品是根据有机农业和有机食品生产、加工标准或生产、加工技术规范而生产、加工， 并经有机食品认证组织认证的一切农副产品。作为一种健康、环保的食品，越来越受到世界各国消费者 的欢迎。2024年，我国有机产业整体迈入"生产扩张、加工提质、市场旺盛、国际合作深化"的新阶段。 目前，我国已成为全球第三大有机消费市场，第五大有机农业种植国。随着居民收入水平的提高和健康 消费理念的深入普及，消费者对有机食品的需求将持续增长，市场规模持续扩大。2025年，我国有机食 品产量3723.4万吨，进口量2.8万吨，出口量55.5万吨，国内需求量3670.7万吨，市场规模达到1330.6亿 元；预计2026年，我国有机食品产量3984.5万吨，进口量2.9万吨，出口量58.6万吨，国内需求量3928.8 万吨，市场规模有望达到1521.2亿元。 上市企业：北大荒[600598]、西王食品[000639]、东方集团[600811.SH] 相关企业：中国圣牧有机奶业有限公司、重庆市天友乳业股份有限公司 关键词：有机食品认行业政策、有机食品认行业产业链、有机食品认获证单位总数、有机食品认证面 积、有机食品认供需平衡、有机食品 ...

Core Viewpoint - The article highlights how the Baquanling Agricultural Company is leveraging technology, culture, and ecology to transform winter resources into economic opportunities, showcasing a blend of tradition and modernity through various festive activities and attractions. Group 1: Cultural and Technological Integration - The lighting installations in Baquanling serve as a medium for cultural expression, enhancing the area's image and attracting visitors, thereby boosting local economic activities [1][2] - The thematic light displays convey narratives and cultural significance, such as the "North China Baquan 47 Degrees" brand and the "Welcome New Year 2026" theme, creating an engaging atmosphere for residents and tourists [1] Group 2: Market and Product Promotion - The "North China Baquan 47 Degrees" brand gained significant attention at the local market, particularly for its cold-pressed black soybean oil, which appeals to consumers' nostalgia for traditional flavors [3] - The presence of international visitors, including Russians, indicates the brand's growing influence and the potential for expanding its market reach through high-quality local products [3] Group 3: Ecological and Recreational Development - The company has created a winter wonderland that combines various activities, such as snow slides and ice biking, enhancing the visitor experience despite cold temperatures [4] - The integration of the ice and snow park with nearby smart greenhouses offers a unique "ice and ecology" experience, enriching visitor engagement and extending their stay [4] Group 4: Economic Impact and Future Prospects - The transformation of winter resources into economic benefits has revitalized the off-peak tourism market and stimulated surrounding consumption, providing valuable insights for future seasonal resource development [5] - The festive practices in Baquanling illustrate a successful blend of tradition and innovation, contributing to a vibrant cultural and economic landscape [5]

Core Insights - The event "Investment in Longjiang: French Enterprises in Longjiang" marks the beginning of foreign investment and deepening cooperation with Europe in Heilongjiang Province, showcasing a strong commitment to attracting investment [5][10]. Group 1: Event Overview - The event was co-hosted by the Heilongjiang Provincial Department of Commerce and the French Consulate General in Shenyang, attracting nearly 50 representatives from French SMEs and over 80 local enterprises [5][6]. - High-profile attendees included the French Consul General and leaders from various French business associations, indicating the significance of the event [6][7]. Group 2: Objectives and Themes - The event aimed to create a platform for mutual cooperation, focusing on complementary industrial chains and collaborative innovation [6][10]. - The cooperation between Heilongjiang and France is based on mutual advantages, with Heilongjiang's strengths in agriculture and natural resources aligning with French expertise in high-end manufacturing and green technology [10][11]. Group 3: Networking and Engagement - Unlike traditional one-way presentations, the event featured targeted group discussions to enhance practical outcomes, allowing for direct engagement between businesses [8][9]. - The atmosphere was described as lively, with companies discussing specific projects and government officials providing real-time support [8][9]. Group 4: Outcomes and Future Steps - The event successfully established initial cooperation intentions, with plans for follow-up by local business departments to convert discussions into contracts and investments [10][11]. - The successful execution of this event is seen as a promising start for Heilongjiang's investment initiatives in 2026, signaling an open and opportunity-rich environment for global partners [11].

经济观察网 基于最新公开信息，北大荒（600598）（600598）近期有以下事件值得关注： 公司结构与治理 机构调研 2026年2月5日，北大荒召开董事会，审议通过了《信息披露管理办法》等20项制度的制定与修订议案， 这可能影响公司内部管理流程和透明度。 业绩经营情况 根据2025年第三季度报告，公司前三季度营业总收入41.08亿元，同比下降5.73%，主要受农业投入品销 售业务饱和及粮食业务收入确认方式变更影响；但通过成本控制，归母净利润13.57亿元，同比微增 0.69%。后续季度经营数据的发布将验证基本面韧性。 以上内容基于公开资料整理，不构成投资建议。 2026年2月4日，公司接待了多家机构调研，重点讨论了以土地发包为主的业务模式，土地承包费标准综 合多种因素确定，这反映了市场对主营业务的关注。 公司状况 公司2024年度拟每10股派发现金股利5.5元（含税），现金分红比例达89.93%，高分红趋势是否在2025 年度延续值得留意。 行业政策现状 国家粮食安全战略和农业现代化政策持续推进，可能对公司长期发展形成支撑；同时，资金流向显示短 期市场情绪波动，需关注农业板块整体动向。 ...

Core Insights - The rapid development of information technology and the internet has led to the significant growth of e-commerce in various industries, particularly in the food sector, which is crucial for national economy and people's livelihoods [1] - The food e-commerce market in China is projected to grow from 130 billion yuan in 2016 to 1,279.4 billion yuan by 2025, with a compound annual growth rate (CAGR) of 28.93% [1] Group 1: Industry Overview - Food e-commerce, defined as the sale of food products through online platforms, has emerged as a new business model driven by technological advancements and improved living standards [4] - The operational models of food e-commerce include B2C (business-to-consumer), C2C (consumer-to-consumer), and O2O (online-to-offline) [4][5] - The industry has evolved through distinct phases: exploration (2005-2009), initiation (2009-2012), development (2012-2017), and maturity (2017-present) [6] Group 2: Market Dynamics - The food e-commerce sector has seen a rise in various product categories, including fresh food, imported food, snacks, health food, and baby food [5] - The increasing consumer preference for online food purchases is driven by convenience, product variety, and promotional offers, leading to a steady rise in online food sales penetration [1] - The logistics system's improvement has accelerated food delivery speeds, further enhancing the growth of food e-commerce [1] Group 3: Industry Structure - The food e-commerce industry participants can be categorized into four types: self-operated food e-commerce, vertical food e-commerce, comprehensive e-commerce platforms, and platform-based food e-commerce [9] - Major players in the market include JD Group, Alibaba Group, and various specialized food e-commerce platforms [2][3] Group 4: Future Trends - The future of food e-commerce will be driven by technology, enhancing user experience and integrating online and offline channels [11] - There will be a focus on sustainable practices and supply chain resilience, including green supply chain initiatives and collaboration with eco-friendly suppliers [12] - The industry will increasingly cater to specific consumer segments, offering customized products and health-oriented solutions [13]