Core Insights - The implementation of the local standard "Food Waste Reduction Technical Guidelines" in Beijing aims to address food waste by encouraging restaurants to donate or discount unsold food [1] - Several fast-food chains and supermarkets are adopting innovative strategies to reduce food waste, such as "food stations" and discount sales for near-expiry products [1][2] - Third-party platforms like "Food Saving Magic Bag" are facilitating the connection between consumers and businesses with surplus food, significantly reducing waste [2] Group 1 - The Beijing Cooking Association has initiated a local standard to promote food donation and discounting practices in the restaurant industry [1] - KFC stores in Beijing have established "food stations" to provide unsold but safe food for free to those in need [1] - Supermarkets like Hema Fresh and Yonghui are implementing discount sales for near-expiry products, benefiting both consumers and businesses [1] Group 2 - The "Food Saving Magic Bag" platform has successfully saved 10,000 tons of food over three years by connecting consumers with surplus food from over 200 stores in Beijing [2] - The waste rate for the Chinese pastry brand Luxihe has decreased by 40% through the sale of "magic bags" containing surplus food [2] - Experts emphasize the importance of food security and the need for innovative measures in the restaurant and supermarket sectors to combat food waste [2]

（原标题：联合国粮农组织总干事屈冬玉访问马达加斯加） 午报消息，联合国粮农组织总干事屈冬玉率团访问马达加斯加，与马总理恩蔡就深化粮食系统转型 合作达成共识。双方重点探讨了粮食安全、气候韧性农业和可持续发展三大议题，计划通过灌溉系统扩 建、韧性生产体系建设及本土化农资生产提升农业产能，在保障粮食安全的同时增加农民收入。 ...

Group 1 - The core viewpoint emphasizes the importance of strengthening the agricultural foundation and maintaining reasonable prices for grain and important agricultural products, as highlighted in the Central Political Bureau meeting on July 30 [1] - The Grain ETF (159698.SZ) rose by 1.39%, with its associated index, the National Grain Index (399365.SZ), increasing by 1.41%. Key constituent stocks such as Beidahuang, Longping High-Tech, and others showed significant gains [1] - The policy direction reinforces the strategic positioning of food security, creating positive expectations for the grain industry chain and providing fundamental support for related constituent stocks [1] Group 2 - The food and beverage index is highly concentrated, with the liquor sector accounting for over 50% in most indices. The performance of the China Securities Liquor and China Securities White Liquor indices is particularly notable, with high annualized returns [1] - The National Food Index has its top five constituent stocks limited to a combined weight of 60%, primarily featuring leading liquor brands like Kweichow Moutai and Wuliangye, along with dairy companies like Yili [1] - The pet food sector in China shows a growth rate exceeding 60% for dry baked grain products, with a CR5 brand concentration of nearly 60%, indicating an upgrade in consumer demand for deep-processed grain products [1]

Core Viewpoint - The introduction of drought-resistant and water-saving rice varieties is transforming previously abandoned farmland in Guangdong into productive agricultural land, providing new solutions for food security and sustainable farming practices [4][5][39]. Group 1: Agricultural Innovation - The drought-resistant rice variety has achieved a yield of 611.9 kg per mu, surprising local farmers [4][39]. - This innovation addresses the issue of abandoned farmland in Guangdong, with the potential to expand arable land [5][39]. - The research team has integrated drought-resistant traits into high-quality rice varieties, marking a significant breakthrough in agricultural science [6][19]. Group 2: Environmental Impact - The drought-resistant rice can save 50% of water and reduce carbon emissions by 90% [11][16]. - It can be cultivated in various terrains, including dry and hilly areas, without the need for flooding or transplanting [12][16]. - The rice variety has shown resilience against flooding, maintaining good growth even after severe waterlogging [42][46]. Group 3: Economic Viability - The simplicity of planting and stable yields significantly reduce labor costs for farmers [55][59]. - In areas like Huizhou, farmers can achieve a net profit of over 600 yuan per mu from cultivating this rice [60][61]. - The "Drought-Resistant 73" variety has been recognized for its quality, competing well in the market [61][62]. Group 4: Strategic Goals - The research team aims to increase rice planting area by 100 million mu and produce an additional 50 billion kg of rice while reducing irrigation water usage and carbon emissions by 20 billion kg each [66][68].

Core Viewpoint - The provincial agricultural department has initiated a 100-day action plan to ensure a grain production target of 50 billion pounds this year, focusing on increasing yield, preventing flooding, and controlling pests [1] Group 1: Grain Production Strategy - The province aims to enhance grain yield through specific measures such as improving single crop yield, flood prevention, and pest control [1] - Last year, the province achieved a grain yield of 931.88 pounds per acre, ranking second among major grain-producing provinces in the country [2] - The focus will be on large-scale single crop yield improvement actions, emphasizing the integration of good seeds and farming practices, and promoting high-yield cultivation techniques [2] Group 2: Infrastructure and Drainage Management - Continuous efforts will be made to repair and improve farmland drainage systems, addressing issues like missing, broken, shallow, and blocked drainage channels [2] - Timely drainage of water from flooded areas will be prioritized, along with the application of fertilizers and nutrient solutions to enhance soil conditions [2] Group 3: Pest Control and Emergency Preparedness - The province will combine green pest control with scientific pesticide use, enhancing field monitoring and pest trend analysis [3] - Emergency disaster response will be supported by regional agricultural machinery service centers, ensuring the availability of essential equipment for disaster relief [3]

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The report highlights the ongoing challenges in the pig farming sector, with prices experiencing fluctuations due to increased slaughtering and seasonal demand [10][21]. - The poultry sector, particularly white-feathered chickens, is seeing price increases driven by stocking up in anticipation of better market conditions [35][39]. - The report emphasizes the importance of policy measures aimed at stabilizing production capacity in the pig industry, which could lead to long-term price improvements [10][31]. Summary by Sections Pig Farming - The average price of pigs on July 25 was 14.10 CNY/kg, down 0.09 CNY/kg week-on-week [10]. - Slaughtering volumes remain low due to hot weather and weak market demand, with an average daily slaughter of 134,700 pigs, up 1.44% week-on-week [14]. - The average weight of pigs at market decreased to 128.48 kg, with group farms averaging 124.27 kg and smallholders at 141.92 kg [21]. - Recent policy discussions emphasize strict production capacity controls, including the reduction of breeding sows and the encouragement of large enterprises to collaborate with smaller farms [31]. Poultry Sector - The price of white-feathered chickens rose to 6.70 CNY/kg, an increase of 0.30 CNY/kg week-on-week, while chicken seed prices reached 1.93 CNY/bird, up 0.56 CNY/bird [35]. - Egg prices also showed strength, with an average of 6.73 CNY/kg, up 0.90 CNY/kg week-on-week [35]. - The ongoing avian influenza situation is affecting supply, with restrictions on imports from certain countries potentially leading to further price increases [39]. Agricultural Products - Soybean meal futures saw a decline, with the DCE soybean meal contract closing at 3,021 CNY/ton, down 35 CNY/ton week-on-week [48]. - The report notes that downstream feed enterprises are increasing purchases due to concerns over rising prices, while domestic oil mills maintain high processing volumes [50]. - The report anticipates limited downward price adjustments for soybean meal in the short term, with a gradual upward shift in price levels expected [50]. Industry Performance - The agricultural sector saw a 3.62% increase over the past week, outperforming major indices such as the Shanghai Composite Index, which rose by 1.67% [55]. - Within the agricultural sub-sectors, the livestock industry led with a 5.27% increase, followed by planting and aquaculture [55].

扛责如山，党政同责筑稳产根基。今年，山西省委常委会多次专题研究部署，省委农村工作会议擘画稳 粮保供全局，省市县各级领导深入田间察苗情、问效益。一纸《粮食安全责任清单》压实了从省委到市 县党委政府的层层重担。省政府精心部署，财政保障及时有力——耕地地力保护、农机购置等惠农补贴 如春雨润田，精准滴灌至种植主体，为丰收夯实制度与物质根基。 7月17日，走进吕梁市孝义市大孝堡镇东盘粮村，只见大豆田里土沃苗壮，东盘粮村党支部书记、村委 会主任范忠正在地里查看长势，"我有空的时候就到村里的大田里、蔬菜大棚里都看一看。今年种大豆 的时候雨量偏少，我们用的是节水滴灌技术，大型播种机开沟、施肥、播种、覆土一次性完成。农技专 家连续多年给我们技术指导。专家们说，通过优化植株田间分布，搭配'滴灌+地膜覆盖'种植技术，能 够减少热量损失、提升土壤温度，产量预计能提升20%以上。" 我省以稳面积、增单产为双轮驱动，粮食生产根基持续稳固，粮食综合生产能力全面提高。2024年，我 省有效应对"倒春寒""干热风"、干旱等自然灾害，全省粮食播种面积4727.4万亩，产量达293.7亿斤，超 额完成国家下达的289.6亿斤的任务目标。 未雨绸缪 ...

Core Insights - The 2025 International Food Loss Reduction Conference highlighted the importance of technological innovation in enhancing food security and reducing food loss, with around 300 participants from various sectors sharing experiences and strategies [1][8]. Group 1: Food Production and Loss Reduction - The Weifang Green Wild Agricultural Machinery Cooperative reported significant increases in crop yields, with wheat production rising from 6 tons to 9 tons per hectare and corn from 7.5 tons to 9.7 tons since its establishment in 2013 [2]. - The mechanization of harvesting is crucial for minimizing food loss, with advancements in intelligent control models and automated harvesting machinery being emphasized [2][4]. - In 2024, the loss rates for major grains during harvesting were reported at 0.93% for wheat, 1.76% for rice, and 2.06% for corn, reflecting a reduction of 1 to 2 percentage points compared to 2021, resulting in a total loss reduction of over 50 billion jin [4]. Group 2: Technological Contributions - The application of the "Sky-Ground Network" AI integration platform at the Zhongke Beidou Digital Agriculture Demonstration Base has led to a 5% reduction in annual corn planting losses through efficient decision-making and early warnings [4]. - The Beijing Huinong Engineering Technology Co., Ltd. showcased integrated grain collection and storage solutions, having established over 3,000 steel silo systems globally, enhancing the entire grain supply chain [5][6]. Group 3: Industry Innovations - Shandong Jinsheng Grain and Oil Food Co., Ltd. developed a new processing technique that increased the average price of peanut cake from approximately 3,000 yuan per ton to about 7,000 yuan per ton, demonstrating the economic benefits of food loss reduction [7]. - The conference emphasized the role of food loss reduction as a new productive force in agricultural governance, with companies actively participating in innovative technologies for social and economic benefits [7]. Group 4: International Cooperation - The conference's youth forum resulted in the "New Food Fashion" initiative, promoting the reshaping of food value perceptions and the innovation of loss reduction technologies among youth from various countries [8][11]. - The "South-South Cooperation Action Plan" was released, calling for collaborative actions in policy research, digital technology, and experience sharing in food loss reduction over the next three years [11].

仓廪实，民心安。国家统计局近日发布的数据显示，2025年全国夏粮产量2994.8亿斤，总体保持稳定。 国家统计局农村司副司长魏锋华在解读数据时表示，2025年我国夏粮实现稳产丰收，为稳定全年粮食生 产奠定了坚实基础，为应对复杂严峻的国际形势、推动经济持续回升向好提供了有力支撑。 粮食丰收的背后，与金融机构从农田建设、粮食收购等全链条支持分不开。特别是在夏粮主产区的中国 人民银行分支机构落实总行政策，引导辖内金融机构优化金融服务，积极对接融资需求，为夏粮稳产丰 收注入金融动能。 保障颗粒归仓 今年以来，各地金融机构以有力的举措、优质的服务，持续为夏粮收购工作提供坚实的金融保障，助力 粮食收购工作顺利进行，确保颗粒归仓。 在河南，中国人民银行河南省分行今年以来累计投放支农支小再贷款377.4亿元，降低金融机构资金成 本，引导其向夏粮收购等领域投放优惠利率贷款，降低新型农业经营主体信贷资金成本。 在河北，中国人民银行河北省分行组织金融机构深入摸排、科学测算。农业发展银行河北省分行提前开 展企业评级授信调查工作，今年夏收以来，已投放小麦收购贷款44.54亿元，支持收购小麦32.3亿斤， 以"钱等粮"推动"粮归仓"。 ...

Core Viewpoint - The 2025 International Conference on Food Loss Reduction emphasizes the importance of reducing food loss as a critical approach to ensuring global food security, with participation from 62 countries and various international organizations [1] Group 1: Conference Highlights - The conference gathered high-level officials, agricultural ministers, and experts to discuss strategies for food loss reduction and promote food security [1] - The first International Conference on Food Loss Reduction was held in September 2021, resulting in ten consensus outcomes, indicating a growing global focus on this issue [1] - China, as a major food producer and consumer, prioritizes food security for its 1.4 billion population and actively participates in global food-saving initiatives [1] Group 2: China's Achievements - In 2024, China's total grain production is projected to reach 14,130 billion jin, marking a new milestone after nine consecutive years above 13,000 billion jin [2] - The loss rates for major crops in China have significantly decreased, with wheat at 0.93%, rice at 1.76%, and corn at 2.06% [2] - Over 5,500 grain post-harvest service centers have been established, and the grain loss rate for farmers has dropped from 8% a decade ago to around 3% [2] Group 3: Global Food Security Challenges - The 2024 report on global food security indicates that between 713 million and 757 million people still face hunger, highlighting the ongoing challenge of food scarcity alongside significant food waste [3] - The UN's goal to halve global food waste by 2030 is deemed ambitious, given the current annual food loss and waste of 1.3 billion tons, which accounts for about one-third of global production [3] Group 4: Collaborative Efforts - Various countries are recognizing the need for coordinated efforts to address food loss and waste, with China implementing a national action plan to reduce food waste [4] - Countries like Ireland and Slovenia are also developing their own strategies and certifications to prevent food waste across the supply chain [4] Group 5: Technological Innovations - Technology is identified as a key driver in preventing food loss and waste, with Turkey promoting AI-based systems for planning and consumption forecasting in the food industry [5] - Large retail chains are utilizing AI-assisted inventory optimization systems to donate near-expiry products, thereby reducing waste [5]