Group 1 - In 2025, the agricultural product export value of Bayannur City is expected to reach 8.63 billion, a year-on-year increase of 15.8%, accounting for 62% of the total agricultural product exports in the region, maintaining the top position for 17 consecutive years [1] - The "Shanba Flavor" food industrial park in Hangjin Banner is producing tomato powder, with the company needing over 500,000 tons of fresh tomatoes annually, driving the cultivation of 60,000 acres of tomatoes [1] - The company has achieved an annual production of 18,000 tons of tomato powder, generating a value of 450 million, capturing 30% of the global tomato powder market share [1] Group 2 - Bayannur City exports a variety of agricultural products, including dried beef, pumpkin seed oil, dried jujubes, and more, with a total of 90 types of agricultural products exported [2] - The Urat Frontiers Customs has enhanced supervision and optimized services to facilitate the export of "Mongolian brand" agricultural products, including the introduction of a green channel for exports [2] - The customs has implemented innovative measures such as "cloud issuance" of inspection and quarantine certificates and smart review of certificates of origin, reducing costs and improving efficiency for enterprises [2]

近年来，为助力辖区特色食品农产品顺畅出口，衢州海关开启了全链条护航模式，从基地备案、生产加 工、自检自控等方面入手，指导企业构建符合进口国要求的质量安全管理体系，并实施"提前申报""预 约查验"等便利化措施，最大限度压缩通关时间。同时，提供国际市场动态和风险预警，支持企业研发 符合市场口味的新产品，帮助培育竞争新优势。 去年，衢州农产品出口额超12.8亿元，同比增长2.8%。衢州海关相关负责人表示，下一步将动态关注国 外市场变化，持续帮扶企业提升质量管理水平，同时进一步提升通关速度，让更多"衢州鲜味"走出国 门。 本报讯 （记者 王继红 通讯员 万东光 郑楠琪） 1月15日，江山甬江食品有限公司（以下简称"甬江食 品"）的生产车间内，一筐筐食用菌在这里经过预煮、冷却、腌渍等工序后，被快速装袋打包，准备销 往国外市场。 甬江食品是一家专业从事食用菌制品研发、生产、销售的公司，近年来积极拓展海外市场。在得知甬江 食品准备开辟欧盟市场的消息后，衢州海关启动"一企一策"精准服务机制，组建专业团队对接，帮助企 业提前把控出口风险。"我们过去主要出口亚洲市场，缺乏欧盟市场的出口经验，对相关检测标准和出 口流程不太熟悉。在 ...

越南农产品加工业朝着现代化方向快速发展；深加工产品约占出口总额的45%。与此同时，越南农 村发展计划和可持续减贫计划取得了诸多成果。2024年，农村居民人均年收入约5400万越南盾（约2050 美元 ），比2020年增长1.3倍。 （原标题：2021-2025年越南农林水产品出口近2880亿美元） 越南《农业与环境报》1月15日报道，2021年至2025年越南农林水产品出口近2880亿美元，年均增 长10.6%。仅2025年，越南农林水产品出口700.9亿美元，其中11种商品出口额超10亿美元。农业贸易维 持顺差，2025年达207亿美元，为越南宏观经济稳定做出重要贡献，进一步提升越南农业在国际市场上 的地位。 ...

Core Viewpoint - The meeting aims to enhance economic and trade cooperation between Jiangmen and Macau, focusing on the export opportunities and challenges for Jiangmen's specialty agricultural products [1][3]. Group 1: Economic Cooperation and Trade Development - Jiangmen's Commerce Bureau, Agriculture and Rural Affairs Bureau, and Customs jointly organized a meeting to discuss the export of "Jiangmen Quality" products to Macau, Hong Kong, and Portuguese-speaking countries [1]. - The Deputy Director of Jiangmen's Commerce Bureau encouraged enterprises to leverage the resources of Nanyue Group to promote high-quality agricultural products [3]. Group 2: Agricultural Resources and Brand Development - Jiangmen has rich agricultural resources and is actively cultivating agricultural product brands, including the "Jiangmen Quality" brand [3]. - The Deputy Director of Jiangmen's Agriculture and Rural Affairs Bureau highlighted the importance of brand building in enhancing the market presence of local agricultural products [3]. Group 3: Export Challenges and Solutions - The Customs representative discussed the pain points and challenges faced by agricultural enterprises in exports, including the interpretation of the "Import and Export Food Safety Management Measures" [3]. - The meeting provided insights into the registration and recommendation processes for export food production enterprises [3]. Group 4: Business Opportunities and Collaboration - Representatives from various enterprises expressed their willingness to collaborate and adapt products to meet the consumption habits of Macau consumers [3]. - Nanyue Food and Aquatic Company shared its business scope, including fresh product agency, wholesale market management, and cross-border logistics, emphasizing Jiangmen's advantages in agricultural exports [3].

Core Insights - The article highlights that Russia's oat export value is projected to reach a record high of $62 million in 2025, up from $59.3 million in 2024 [1] Export Data - In 2025, the largest importer of Russian oats will be China, with an import value of $56 million [1] - Mongolia is expected to be the second-largest importer, with imports reaching $4 million [1] - The United Arab Emirates will rank third, with imports exceeding $600,000 [1] Production Statistics - Russia's oat production is forecasted to be 3.8 million tons in 2025, representing a year-on-year increase of 25.8% [1] - The yield per hectare is projected to be 22.7 quintals in 2025, compared to 19 quintals per hectare in 2024 [1]

Core Insights - Sichuan's agricultural products are increasingly exporting to over 120 countries, primarily in ASEAN nations, with a target to exceed 10 billion yuan in exports by the end of 2027 [8][16] - In the first 11 months of 2025, Sichuan's fruit exports reached 940 million yuan, accounting for 12% of the province's total agricultural exports, with lemons leading the nation [10][12] - The province's seafood exports, particularly fish oil and caviar, are significant, with fish oil exports ranking first in the country and caviar second [10][12] Export Performance - Sichuan's agricultural exports are dominated by seafood, beverages, fruits, vegetables, and livestock products, which together account for 48.6% of total exports [9][10] - The province has seen successful first-time exports of various products, including caviar from Ya'an and rabbit meat products from Zigong to Senegal [9][12] - The export of blood oranges from Zizhong County has expanded to 14 countries, with a total order of 24,000 tons [9] Market Dynamics - The demand for Sichuan's agricultural products is driven by strong market needs, favorable climate conditions, and quality improvements [12][13] - Caviar sales are projected to grow over 15% year-on-year, with Sichuan's production capacity expected to exceed 10,000 tons annually [12] - The unique climate of Sichuan, particularly the glacial meltwater from the Tibetan Plateau, provides an ideal environment for sturgeon farming [12] Strategic Initiatives - Sichuan is shifting from "product export" to "brand export," focusing on high-end market collaborations and expanding into new international markets [14][15] - The establishment of a comprehensive agricultural trade service platform aims to streamline the export process, providing one-stop services for trade enterprises [15] - The province's goal is to enhance agricultural export standards and brand recognition, addressing challenges in market access and international certification [14][16]

Core Insights - Sichuan's agricultural exports have shown significant growth, with fruit exports reaching 940 million yuan from January to November 2025, accounting for 12% of the province's total agricultural exports, with lemons leading the nation in exports [2][6] - The province aims to exceed 10 billion yuan in agricultural exports by the end of 2027, indicating a strong growth trajectory [5][11] Agricultural Export Overview - Sichuan's agricultural exports involve over 120 countries and regions, primarily focusing on ASEAN countries [5][6] - Key export categories include aquatic products, beverages, fruits, vegetables, and livestock, which together account for 48.6% of the total export value [5][6] Fruit and Aquatic Products - The province's fruit exports, particularly citrus fruits like lemons and oranges, have been expanding, with a notable increase in export volume and value [6][8] - Sichuan leads the nation in fish oil exports and ranks second in caviar exports, showcasing its strong position in aquatic product exports [5][6] Market Demand and Competitive Advantages - The growth in Sichuan's agricultural exports is driven by strong market demand, favorable climate conditions, and improvements in product quality and standards [7][8] - The province's unique selling proposition includes off-season availability of products, allowing for competitive pricing in international markets [8] Brand Development and Market Strategy - Companies are shifting focus from merely exporting products to building brands, enhancing their presence in international markets through targeted marketing strategies [9] - Sichuan's agricultural sector is actively engaging in international standard certifications and brand registrations to improve export quality and market access [9][10] Future Initiatives and Goals - A comprehensive agricultural trade service platform is set to launch in December 2025, aiming to streamline the export process and support trade enterprises [10] - The provincial government has established clear goals for agricultural export growth, with a target of surpassing 10 billion yuan by 2027 [11]

Core Viewpoint - Guangdong lychee has transformed from a "summer limited" fruit to a "four-season sweet" product, leveraging technological advancements and market expansion to achieve global sales in over 20 countries and regions [5][6]. Group 1: Technological Innovations - The maturity of freezing technology allows for an 18-month preservation period, maintaining the original flavor of lychee [12]. - Multi-faceted preservation technologies have extended the shelf life of lychee to 365 days, with a production line capable of processing 2 tons per hour, achieving an annual processing volume of 5,000 tons [17]. - The establishment of 306 "field cold chain stations" and 390 new delivery points has created a comprehensive cold chain system, ensuring lychee can reach major cities within 24 hours [19]. Group 2: Market Expansion and Sales - In 2025, the total production of lychee in Maoming is expected to exceed 630,000 tons, with exports reaching 5,202 tons valued at 80.62 million yuan, marking a year-on-year increase of 96.8% and 35.6% respectively [96][97]. - The average export price remains stable at 18-19 yuan per pound, with significant orders from Dubai, Russia, and Southeast Asia [101]. - The e-commerce sector has become a primary sales channel, with total sales exceeding 2 million yuan through various platforms, including live streaming events [41][43]. Group 3: Product Diversification and Value Addition - The development of over 30 high-value-added products, including lychee juice, ice cream, and skincare products, has significantly increased the product value by 120% [70]. - The cultural empowerment of the lychee brand has enhanced its market presence, with initiatives like the "Non-Heritage Lychee Long Table Banquet" attracting over 2 million visitors annually [81][76]. - The introduction of innovative marketing strategies, such as AI hosts for live streaming, has effectively engaged consumers and increased sales [46]. Group 4: Logistics and Supply Chain Improvements - The logistics network has been enhanced to ensure "48-hour fresh delivery" to consumers, with new service points and partnerships with logistics companies [51][52]. - The establishment of a "green channel" for customs has facilitated smoother export processes, allowing for rapid delivery times to international markets [126]. - The proactive approach to labor shortages, including the preparation of 47 labor service teams, ensures a steady supply chain for harvesting and processing [53].

Core Viewpoint - The sunflower seed industry in the Inner Mongolia Hetao region is experiencing significant growth, driven by increased exports and improved processing capabilities, contributing to local economic development and farmer income. Group 1: Export Growth - The company in Bayannur City exports approximately 60,000 tons of sunflower seeds annually, valued at over 600 million yuan, with products reaching markets in Turkey and Egypt [1] - In 2025, Bayannur City exported 395,200 tons of sunflower seeds, a year-on-year increase of 23.53%, with an export value of 4.555 billion yuan, up 21.93% [2] Group 2: Processing and Production - The Inner Mongolia Li Niuniu Food Technology Co., Ltd. has expanded its product range from sunflower seeds to include pumpkin seeds, walnuts, and raisins, achieving an annual export value of 500 million yuan [1] - The region has developed 120 sunflower seed processing enterprises, including 5 national leading enterprises and 36 regional ones [3] Group 3: Agricultural Development - The area under sunflower cultivation in Bayannur City reached 4.5866 million acres in 2025, accounting for 74% of the sunflower planting area in Inner Mongolia, with an estimated total industry output value of around 20 billion yuan [2] - The average yield per acre is 500 jin, with an average net income of over 1,500 yuan for farmers [2] Group 4: Innovation and Technology - The introduction of advanced production lines and adherence to international standards have enhanced the processing capabilities of local companies [1] - The local customs department has implemented remote inspection methods, significantly reducing customs clearance time from 3 days to 2 hours, thereby improving efficiency for exporters [2]

1. Report Industry Investment Ratings - The investment rating for the soybean meal industry is cautiously bearish [4] - The investment rating for the corn industry is neutral [6] 2. Core Views - For the soybean meal market, although the current port inventory is high and the overall supply is sufficient, the market is still worried about the soybean arrival in the first quarter. Coupled with the recent general rise in commodities, the soybean meal price has been running strongly recently. However, the supply pressure brought by the bumper harvest of Brazilian soybeans in the future is the most important influencing factor, and attention should be paid to the growth of Brazilian soybeans and USDA reports [3] - For the corn market, the inventories of deep - processing and feed enterprises are gradually increasing and are currently mainly purchasing on demand, but they are still lower than the historical average. With the approaching of the Spring Festival, there will still be certain stocking needs in the future. Attention should be paid to spot purchase and sales, imports, and grain auctions [5] 3. Summary by Related Catalogs 3.1 Soybean Meal and Rapeseed Meal Market News and Important Data - Futures: The closing price of the soybean meal 2605 contract was 2761 yuan/ton, down 29 yuan/ton or 1.04% from the previous day; the closing price of the rapeseed meal 2605 contract was 2314 yuan/ton, down 16 yuan/ton or 0.69% from the previous day [1] - Spot: In Tianjin, the soybean meal spot price was 3170 yuan/ton, down 10 yuan/ton; in Jiangsu, it was 3080 yuan/ton, down 10 yuan/ton; in Guangdong, it was 3100 yuan/ton, down 20 yuan/ton. In Fujian, the rapeseed meal spot price was 2530 yuan/ton, down 30 yuan/ton [1] - Market Information: Brazil exported 646,000 tons of soybeans in the first two weeks of January, with a daily average export volume of 108,000 tons, a 121% increase from the daily average in January last year. As of last Thursday, the harvest progress of Brazilian soybeans in the 2025/26 season was 0.6%, exceeding 0.3% in the same period last year. The US soybean export inspection volume in the week ending January 8, 2026, was 1.53 million tons, higher than the market expectation of 800,000 - 1.275 million tons. The US soybean inventory in the quarter ending December 1, 2025, was 3.29 billion bushels, a 6% increase from the same period in 2024 [2] Market Analysis - The current high port inventory and sufficient supply, along with concerns about the first - quarter soybean arrival and the general rise in commodities, have led to a recent strong performance in soybean meal prices. However, the future supply pressure from the bumper harvest of Brazilian soybeans is the key factor [3] Strategy - Cautiously bearish [4] 3.2 Corn and Corn Starch Market News and Important Data - Futures: The closing price of the corn 2603 contract was 2284 yuan/ton, down 6 yuan/ton or 0.26% from the previous day; the closing price of the corn starch 2603 contract was 2561 yuan/ton, down 5 yuan/ton or 0.19% from the previous day [4] - Spot: In Liaoning, the corn spot price was 2150 yuan/ton, unchanged from the previous day; in Jilin, the corn starch spot price was 2620 yuan/ton, unchanged from the previous day [4] - Market Information: Brazil exported 1.674 million tons of corn in the first two weeks of January, with a daily average export volume of 279,000 tons, a 71% increase from the daily average in January last year. The US corn export inspection volume in the week ending January 8, 2026, was 1.49 million tons, within the market expectation of 900,000 - 1.575 million tons. The US corn inventory in the quarter ending December 1, 2025, was 13.282 billion bushels, a 10% increase from the same period in 2024 [4] Market Analysis - The inventories of deep - processing and feed enterprises are gradually increasing and are currently purchasing on demand, but they are still lower than the historical average. With the approaching Spring Festival, there will be stocking needs, and attention should be paid to spot purchase and sales, imports, and grain auctions [5] Strategy - Neutral [6]