Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report focuses on the price fluctuations of the black and infrastructure upstream industries, and presents the latest situation of the production and service industries through mid - level event overviews, as well as the operating conditions of the upstream, mid - stream, and downstream industries [1][2][3]. 3. Summary by Directory Mid - level Event Overview - **Production Industry**: The third fifth meeting of the Copper Branch of the China Non - Ferrous Metals Industry Association was held on September 24 in Xiongan New Area, with the low copper concentrate processing fees due to "involution - style" competition being the most prominent issue. The Ministry of Agriculture and Rural Affairs held a video conference on September 25, emphasizing stable supply of "vegetable basket" products, winter - spring vegetable production, and regulation of pig production capacity [1]. - **Service Industry**: The Ministry of Education and the State Administration for Market Regulation jointly issued the "Guidelines for the Procurement and Acceptance Management of Bulk Food Ingredients in School Canteens" to improve campus food safety [1]. Industry Overview - **Upstream**: The prices of glass (black) and cement (infrastructure) have rebounded [2]. - **Mid - stream**: The polyester industry's operating rate is at a three - year median, power plant coal consumption is at a median level, and the asphalt operating rate is rising [3]. - **Downstream**: The sales of commercial housing in first - and second - tier cities have slightly declined, and the number of domestic flights is at a median level [3]. Key Industry Price Index Tracking | Industry Name | Index Name | Update Time | Current Value | Year - on - Year | | --- | --- | --- | --- | --- | | Agriculture | Spot price: Corn | 9/25 | 2288.6 yuan/ton | 0.06% | | | Spot price: Egg | 9/25 | 7.8 yuan/kg | - 3.13% | | | Spot price: Palm oil | 9/25 | 9188.0 yuan/ton | - 1.90% | | | Spot price: Cotton | 9/25 | 15106.7 yuan/ton | - 1.45% | | | Average wholesale price: Pork | 9/25 | 19.4 yuan/kg | - 0.56% | | Non - ferrous Metals | Spot price: Copper | 9/25 | 82435.0 yuan/ton | 2.99% | | | Spot price: Zinc | 9/25 | 21864.0 yuan/ton | - 0.65% | | | Spot price: Aluminum | 9/25 | 20783.3 yuan/ton | - 0.59% | | | Spot price: Nickel | 9/25 | 124400.0 yuan/ton | 1.18% | | | Spot price: Aluminum | 9/25 | 17031.3 yuan/ton | - 0.33% | | | Spot price: Rebar | 9/25 | 3204.5 yuan/ton | 2.02% | | Ferrous Metals | Spot price: Iron ore | 9/25 | 807.9 yuan/ton | 0.04% | | | Spot price: Wire rod | 9/25 | 3385.0 yuan/ton | 1.27% | | | Spot price: Glass | 9/25 | 15.1 yuan/square meter | 5.60% | | Non - metals | Spot price: Natural rubber | 9/25 | 14958.3 yuan/ton | 0.73% | | | China Plastic City Price Index | 9/25 | 790.2 | - 0.39% | | | Spot price: WTI crude oil | 9/25 | 65.0 dollars/barrel | 2.03% | | Energy | Spot price: Brent crude oil | 9/25 | 68.5 dollars/barrel | 1.48% | | | Spot price: Liquefied natural gas | 9/25 | 3808.0 yuan/ton | - 1.19% | | | Coal price: Coal | 9/25 | 790.0 yuan/ton | 1.15% | | Chemical | Spot price: PTA | 9/25 | 4635.0 yuan/ton | - 0.19% | | | Spot price: Polyethylene | 9/25 | 7346.7 yuan/ton | - 0.65% | | | Spot price: Urea | 9/25 | 1647.5 yuan/ton | - 1.49% | | | Spot price: Soda ash | 9/25 | 1262.5 yuan/ton | 0.00% | | Real Estate | Cement price index: National | 9/25 | 134.8 | 2.53% | | | Building materials composite index | 9/25 | 114.4 points | 0.33% | | | Concrete price index: National index | 9/25 | 91.7 points | - 0.09% | [36]

Group 1 - The core viewpoint of the news is the issuance of the "Guidelines for the Management of Procurement and Acceptance of Bulk Food Ingredients in School Canteens" by the Ministry of Education and the State Administration for Market Regulation, aimed at enhancing food safety and management in schools [1][6] - The guidelines emphasize the importance of involving school meal committees and parent representatives in the procurement process, ensuring that suppliers have the necessary qualifications [3][6] - Schools are required to establish a "dual or multiple inspection" system for the acceptance of bulk food ingredients, ensuring transparency and proper record-keeping throughout the procurement process [5][6] Group 2 - The guidelines mandate the implementation of a food safety responsibility system led by school principals, reinforcing the non-profit nature of school canteens and the need for public disclosure of bulk food ingredient information [6]

Core Points - The Ministry of Education and the State Administration for Market Regulation jointly issued guidelines to standardize the procurement and acceptance management of bulk food ingredients in school canteens, aiming to enhance food safety and dietary fund management in schools [1][2] - Schools are required to procure bulk food ingredients from suppliers with legal operating qualifications and a good safety record, ensuring compliance with national standards [1] - The guidelines emphasize a strict inspection system for food procurement, ensuring traceability and quality safety of food ingredients [1] Group 1 - The guidelines aim to deepen the special rectification of food safety issues in schools and improve the food safety system [1] - Schools must consider opinions from various committees and adhere to the "three major and one large" principle when selecting suppliers [1] - Suppliers must not have had food safety incidents in the past three years and must not be on the serious violation blacklist [1] Group 2 - Schools are required to implement a principal responsibility system for food safety, making it a key agenda item [2] - At least one on-site meeting must be held each semester in the canteen to discuss food safety [2] - The guidelines reinforce the non-profit nature of school canteens and require transparency in bulk food ingredient information [2]

龙大美食公告，公司控股股东蓝润发展控股集团有限公司（简称蓝润发展）所持公司751.34万股被司法 冻结，是其所持上市公司股份的2.56%，是上市公司总股本的0.70%。截至公告披露日，蓝润发展累计 被冻结751.34万股，是其所持上市公司股份的2.56%，是上市公司总股本的0.70%。蓝润发展正积极解决 司法冻结事项，但不排除后期被法院强制执行的可能性。 ｜2025年9月26日 星期五｜ NO.1 两部门：学校食堂大宗食材供应商须具备合法经营资质 教育部、市场监管总局近日联合印发《学校食堂大宗食材采购验收管理工作指引》（简称《指引》）。 《指引》强调，学校应在听取学校膳食委员会、中小学校园膳食监督家长委员会或家长委员会、教职工 代表大会意见的基础上，按照"三重一大"要求，采购依法取得相应资质的供应商生产经营的大宗食材。 学校食堂大宗食材供应商须具备合法经营资质，产品质量符合相关国家标准，具备相应供应能力，且近 3年内未发生食品安全事故或查实食品安全事件，也未被列入严重违法失信名单。 点评：《指引》直击校园食品安全痛点。通过"三重一大"机制引入多方监督，既保障采购透明度，又强 化供应商资质门槛——将"无安全事故 ...

Group 1 - The core viewpoint of the article is the issuance of guidelines by the Ministry of Education and the State Administration for Market Regulation to standardize the procurement and acceptance management of bulk food ingredients in school canteens, aiming to enhance food safety and dietary fund management in schools [1][2] - The guidelines emphasize that schools must procure bulk food ingredients from suppliers with legal operating qualifications and a good safety record, ensuring that products meet national standards and have not been involved in food safety incidents in the past three years [1] - Schools are required to implement strict incoming inspection systems to ensure traceability and safety of food sources, prohibiting the procurement of substandard ingredients [1][2] Group 2 - The guidelines also regulate key management aspects such as storage, record-keeping, and training of personnel involved in the procurement process [2] - Responsibilities for managing the procurement and acceptance of bulk food ingredients are clearly defined for educational and market regulation departments [2] - Schools must adhere to a principal accountability system for food safety, hold regular meetings regarding food safety, and maintain transparency in the procurement process [2]

Core Points - The article discusses new regulations aimed at enhancing food safety in school cafeterias across China, emphasizing the importance of strict procurement and inspection processes for bulk food ingredients [1][2][4]. Group 1: New Regulations - The Ministry of Education and the State Administration for Market Regulation have jointly issued guidelines to standardize the procurement and acceptance management of bulk food ingredients in school cafeterias [1][2]. - Schools are required to implement a strict inspection system for food procurement, ensuring traceability and safety of food sources, and are prohibited from purchasing substandard ingredients [2][4]. Group 2: Inspection and Accountability - The guidelines mandate a "dual or multiple-person inspection" system for food acceptance, promoting transparency and accountability in the process [2][3]. - Schools must maintain detailed records of each batch of bulk food, including supplier information and product details, with a retention period of at least two years [2][3]. Group 3: Enforcement and Compliance - Schools are expected to evaluate their suppliers annually and establish exit mechanisms for non-compliant vendors, with severe penalties for those causing food safety incidents [2][4]. - Recent measures include stricter enforcement of food safety responsibilities at schools, with a focus on accountability from school leaders [4][5]. Group 4: Local Initiatives - Various regions have introduced additional standards and regulations to address specific food safety issues, such as cleaning protocols and pest control measures in school cafeterias [6][7]. - Public engagement in monitoring school food safety has been encouraged through reporting mechanisms and rewards for whistleblowers [8].

Core Viewpoint - The newly issued "Guidelines for the Management of Procurement and Acceptance of Bulk Food Ingredients in School Canteens" aim to standardize the procurement and acceptance processes for bulk food ingredients in schools, enhancing food safety and dietary fund management in educational institutions [1][2]. Group 1: Procurement Standards - Schools must procure bulk food ingredients from suppliers with legal operating qualifications and a proven track record of food safety, ensuring that products meet national quality standards and have not been involved in food safety incidents in the past three years [1][2]. - The procurement process should adhere to the principles of safety, health, and nutritional needs, prohibiting the purchase and use of substandard food ingredients [2]. Group 2: Acceptance and Management Procedures - A "dual or multiple-person inspection" system is required for the acceptance of bulk food ingredients, ensuring transparency and collective verification [2]. - Non-compliant or prohibited food ingredients must be returned or destroyed on-site, with accurate records maintained [2]. Group 3: Storage and Record-Keeping - Guidelines specify that accepted bulk food ingredients should be promptly stored and logged, with storage conditions adhering to food safety operational standards [2]. - Schools are required to maintain comprehensive management records of bulk food ingredients, ensuring that all information is accurately documented and securely stored [2]. Group 4: Responsibilities and Oversight - The guidelines clarify the management responsibilities of educational and market regulatory departments regarding the procurement and acceptance of bulk food ingredients [3]. - Schools are mandated to implement a principal accountability system for food safety, incorporating food safety discussions into school agendas and conducting regular onsite meetings [3].

9月25日，教育部、市场监管总局联合印发《学校食堂大宗食材采购验收管理工作指引》。全文如下： 教育部办公厅市场监管总局办公厅关于印发《学校食堂大宗食材采购验收管理工作指引》的通知 教体艺厅函〔2025〕30号 各省、自治区、直辖市教育厅（教委）、市场监管局，新疆生产建设兵团教育局、市场监管局： 为切实落实食品安全"四个最严"的要求，落实《中共中央办公厅、国务院办公厅关于进一步强化食品安 全全链条监管的意见》，深化全国中小学校园食品安全和膳食经费管理突出问题专项整治，教育部、市 场监管总局联合制定了《学校食堂大宗食材采购验收管理工作指引》。现印发给你们，请指导本地各级 教育行政部门、市场监管部门和学校认真落实。 二、供应商管理 学校应当在听取学校膳食委员会、中小学校园膳食监督家长委员会或家长委员会、教职工代表大会意见 的基础上，按照"三重一大"要求，采购依法取得相应资质的供应商生产经营的大宗食材，并自行或委托 第三方机构定期对供应商食品安全状况进行评价。供应商应符合以下要求：具备合法经营资质；产品质 量符合相关国家标准的要求；具备学校食堂采购所需大宗食材的供应能力；近3年内未发生食品安全事 故或查实食品安全舆情 ...

Core Viewpoint - The Ministry of Education and the State Administration for Market Regulation have jointly issued guidelines to enhance the management of bulk food procurement and acceptance in school canteens, aiming to improve food safety and dietary fund management in schools [1][2]. Group 1: Procurement Guidelines - Schools must procure bulk food from suppliers with legal operating qualifications and ensure that products meet national quality standards, with no food safety incidents in the past three years [1][2]. - The procurement process should follow a "double or multiple inspection" system to ensure transparency and accountability, with any non-compliant food being returned or destroyed on-site [2]. Group 2: Food Safety Management - The guidelines require schools to establish a management archive for bulk food, documenting the entire process and ensuring proper storage conditions to prevent contamination [2]. - Training for staff on food safety responsibilities is mandated to ensure compliance with safety standards [2][3]. Group 3: Oversight and Accountability - Educational and market regulation departments are tasked with overseeing the procurement and acceptance of bulk food in schools, emphasizing the principal's responsibility for food safety [3]. - Schools are required to hold at least one on-site meeting per semester to discuss food safety and maintain a public information disclosure system regarding bulk food procurement [3].

人民日报消息，近日，教育部、市场监管总局联合印发《学校食堂大宗食材采购验收管理工作指引》 （以下简称《指引》），旨在进一步规范全国各级各类学校食堂大宗食材采购验收管理工作，深化全国 中小学校园食品安全和膳食经费管理突出问题专项整治，进一步健全校园食品安全制度体系，切实提升 校园食品安全保障水平。 《指引》强调，学校应在听取学校膳食委员会、中小学校园膳食监督家长委员会或家长委员会、教职工 代表大会意见的基础上，按照"三重一大"要求，采购依法取得相应资质的供应商生产经营的大宗食材。 学校食堂大宗食材供应商须具备合法经营资质，产品质量符合相关国家标准，具备相应供应能力，近3 年内未发生食品安全事故或查实食品安全事件，未列入严重违法失信名单。 《指引》要求，学校大宗食材采购应严格执行进货查验制度，确保食材来源可溯、质量安全。采购食品 及原料应遵循安全、健康、符合营养需求的原则，禁止采购、使用不合格食材。在验收管理方面，要求 学校建立"双人或多人联检"查验制度，集体验收，公开透明。对于验收不合格或禁止采购的食材，应当 场退回或销毁，并如实记录。鼓励有条件的地方建立大宗食材采购数字化平台，推进电子化票证管理。 《指引》对 ...