商报讯（记者 汤佳烨 通讯员 周敏伟）碧波千岛的生态鱼头跃出国门，钱塘湖畔的鲜活甲鱼畅销海外， 富春山间的鲜嫩竹笋香飘全球。今年前10个月，杭州农产品出口额高达97.9亿元，同比劲增17.2%。一 批承载着江南水乡独特韵味与万千农户致富期盼的"杭字号"特色农产品，在钱江海关全链条精准帮扶下 踏浪出海，既擦亮了浙江农业高质量发展的"金名片"，更以产业出海激活了共富动能。 千岛湖鱼头 生态珍馐"游"向东南亚 初冬的千岛湖碧波浩渺，暖阳下的湖面渔船穿梭，渔民收网时，肥美的花鲢鱼在网中跃动。这些生长于 国家一级水体的生态鱼，经精细加工后，将通过专业冷链物流远渡重洋，成为新加坡等国餐桌的美味。 鲜活美味开拓国际新局 在杭州东之篮农业开发有限公司的甲鱼养殖基地，捕捞工人凭丰富经验挑选出饱满有活力的甲鱼，逐一 称重、记录、分箱打包。海关关员提前到场，对这批即将出口的甲鱼开展申报前监管。 作为杭州食用水生动物出口重点企业，东之篮的甲鱼产品凭借优良品质，已畅销东南亚多个国家。针对 鲜活水产品"易死亡、难保鲜"的特性，钱江海关组建专业帮扶团队，深入企业生产一线，详细解读各国 检疫要求与最新政策动态，指导企业完善养殖档案记录、疫病 ...

豆粕周报 2025 年 11 月 24 日 供应较为宽松 连粕高位回落 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 从业资格号：F03112296 投资咨询号：Z0021040 何天 从业资格号：F03120615 投资咨询号：Z0022965 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 从业资格号：F0307990 投资咨询号：Z0011692 高慧 从业资格号：F03099478 投资咨询号：Z0017785 王工建 焦鹏飞 从业资格号：F03122184 投资咨询号：Z0023260 敬请参阅最后一页免责声明 1 / 11 ⚫ 上周，CBOT美豆1月合约涨4收于1126.5美分/蒲式耳，涨 幅0.36%；豆粕01合约跌80收于3012元/吨，跌幅2.59%； 华南豆粕现货跌50收于2990元/吨，跌幅1.64%；菜粕01 合约跌59收于2431元/吨，跌幅2.37%；广西菜粕现货跌 80收于2510元/吨，跌幅3.09%。 ⚫ 美豆10月份压榨量超预期，以及出口乐观预期，外盘周 初大幅走 ...

一颗橙子"闯"全球 湖南麻阳八吨冰糖橙启程"出海" 中新网怀化11月23日电 (张卓 曾俊杰)"中国冰糖橙之都"——湖南麻阳苗族自治县23日举行冰糖橙采摘 季活动，8吨优质冰糖橙经怀化海关检验合格后，启程发往马来西亚、俄罗斯、东非等国家和地区。 此次发往马来西亚的冰糖橙，是继今年4月成功"破冰"马来西亚后，对东南亚市场的持续深耕与稳定供 应。与此同时，今年以来，麻阳不断拓展非洲市场，与肯尼亚、索马里等多个非洲国际客商建立贸易往 来。 为确保冰糖橙顺利供应国际市场，早在采收季前，怀化海关便提前介入，指导企业完善质量管理体系， 并深入种植基地开展风险监测，从源头把控农产品质量。针对水果出口时效性强的特点，怀化海关持续 优化"出口绿色通道"，实施"7×24小时"预约查检验，推广远程属地查验和农产品批次检验改革模式，做 到即报即查即出证。 编辑：熊思怡 广告等商务合作，请点击这里 麻阳蓝凤凰农业发展有限公司负责人雷华英表示，目前生产线正加急运转，以满足海外市场需求。在公 司冷库中，还储存有脐橙、黄金贡柚等多个品种。得益于国际市场的持续开拓，预计今年的出口量将实 现新的突破。 八吨麻阳冰糖橙启程发往马来西亚、俄罗斯、东 ...

新华社基加利11月22日电 综述｜卢旺达期待借牛油果对华准入提振农产品出口 新华社记者刘佑民 鞠银河 据中国驻卢旺达大使馆提供的消息，中卢近日签署了关于卢旺达鲜食鳄梨（牛油果）输华植物检疫 要求议定书。卢旺达业界人士期待此举为卢旺达牛油果打开中国市场，为卢农产品出口带来新机遇、新 动能。 卢旺达驻华使馆在社交媒体X上发帖说，该协议将允许卢旺达优质牛油果进入中国市场，扩大卢旺 达输华农产品种类，开拓拥有14亿消费者的中国市场。 "卢旺达牛油果获对华准入将显著提升我们的出口量。我们预期出口需求将增加，并期待与中国合 作伙伴携手共进。"卢旺达农产品出口企业巴哈盖食品公司创始人兼负责人安杰尔·乌万泰盖对记者说。 乌万泰盖说，卢中经贸合作增长潜力巨大，其公司正积极寻求通过中国国际进口博览会等平台，向 中国市场推介以牛油果为代表的卢旺达产品。 "我们对中国市场充满信心，期待很快能向中国消费者展示我们的牛油果。"她告诉记者，中国对非 零关税政策使卢旺达产品输华更加便捷，增强了产品竞争力。 卢旺达园艺出口商协会主席罗伯特·鲁昆多日前在接受当地媒体采访时表示，卢旺达牛油果进入中 国市场将为本地出口商带来重大突破，"中国市场有望 ...

本次出口得益于当地合作社更专业的组织方式、提升的加工能力，以及对美国市场反馈的有效回应。出 口方严格按照美国标准，在包装、防潮、保鲜及运输安全方面进行了专门设计，确保产品在长途跨洋运 输中保持品质。干无花果在阿本地仍然供不应求，因其独特的风味、传统的晒制工艺与细致的人工筛选 而备受青睐，当前市场价格在每公斤1800至2600第纳尔之间。整体来看，干无花果的持续出口不仅体现 了当地农户的传统技艺，也显示该地区果干产业链正向更高标准化与专业化方向发展，为阿农产品提升 国际知名度和竞争力奠定基础。 新闻网站Algérie360，11月18日报道，贝贾亚省Beni Maouche地区的特色产品——干无花果正加速走向 国际市场。继去年首次小批量出口美国获得积极反馈后，当地生产者在2025年11月再次向美国发运25公 担（约2.5吨）的产品。此消息由贝贾亚省无花果种植者协会成员通过其Facebook公开确认。本次出口 虽数量有限，但意义重大，标志着这一传统乡土产品开始真正进入国际供应链，并在高要求的美国市场 站稳脚跟。 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints - Palm oil has short - term support but there is a risk of a second decline; for soybean oil, with the rebound of US soybeans, the spread between soybean oil and palm oil is expected to widen [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Prices**: The closing price of palm oil主力 was 8,828 yuan/ton (down 0.16% during the day session, 8,806 yuan/ton at night, down 0.25%); soybean oil主力 was 8,168 yuan/ton (up 0.44% during the day session, 8,156 yuan/ton at night, down 0.15%); rapeseed oil主力 was 9,529 yuan/ton (up 0.04% during the day session, 9,468 yuan/ton at night, down 0.64%); Malaysian palm oil主力 was 4,260 ringgit/ton (up 0.19% during the day session, 4,269 ringgit/ton at night, up 0.21%); CBOT soybean oil主力 was 49.58 cents/pound (down 1.16%) [1] - **Trading Volume and Open Interest**: The trading volume of palm oil主力 was 483,690 lots (down 243,616 lots), and the open interest was 391,870 lots (up 3,383 lots); for soybean oil主力, the trading volume was 286,316 lots (down 152,541 lots), and the open interest was 489,700 lots (down 3,447 lots); for rapeseed oil主力, the trading volume was 167,186 lots (down 189,402 lots), and the open interest was 226,014 lots (down 7,051 lots) [1] - **Spot Prices**: The spot price of 24 - degree palm oil in Guangdong was 8,750 yuan/ton (unchanged); the price of first - grade soybean oil in Guangdong was 8,500 yuan/ton (up 50 yuan/ton); the price of fourth - grade imported rapeseed oil in Guangxi was 9,900 yuan/ton (unchanged); the FOB price of Malaysian palm oil was 1,065 dollars/ton (down 10 dollars/ton) [1] - **Basis**: The basis of palm oil in Guangdong was - 78 yuan/ton; for soybean oil in Guangdong, it was 332 yuan/ton; for rapeseed oil in Guangxi, it was 371 yuan/ton [1] - **Price Spreads**: The spread between rapeseed oil and palm oil futures主力 was 701 yuan/ton (previous two - day spread was 683 yuan/ton); the spread between soybean oil and palm oil futures主力 was - 660 yuan/ton (previous spread was - 710 yuan/ton); the 1 - 5 spread of palm oil was - 46 yuan/ton (previous spread was - 48 yuan/ton); the 1 - 5 spread of soybean oil was 184 yuan/ton (previous spread was 172 yuan/ton); the 1 - 5 spread of rapeseed oil was 319 yuan/ton (previous spread was 349 yuan/ton) [1] 3.2 Macro and Industry News - Malaysia's MPIC aims to strengthen the downstream development of palm oil in Sabah, especially in biodiesel production. Sabah, the largest crude palm oil - producing region in Malaysia, had a production of 4.27 million tons in 2024, accounting for 22.1% of the national total. The state has over 1.48 million hectares of oil palm plantations, about 26.43% of the national total, and 129 palm oil mills. There are three licensed biodiesel plants in Sabah, creating about 160 jobs [2][3] - As of the week ending October 28, about 34% of US soybean - growing areas were affected by drought, down from 39% the previous week and 73% last year [3] - The estimated soybean production in Paraná, Brazil for the 2025/26 season is 21.96 million tons, higher than the September forecast of 21.94 million tons [3] - Brazil exported 1.347347 million tons of soybeans, 0.451508 million tons of soybean meal, and 1.551232 million tons of corn from October 19 - 25. It plans to export 1.832822 million tons of soybeans, 0.48587 million tons of soybean meal, and 1.369037 million tons of corn from October 26 - November 1 [4] - Since the start of the 2024/25 season, the EU's imports of five major oilseed meals reached a record high of 24.99 million tons. The increase in soybean meal imports was the most significant, reaching 20.34 million tons from October 2024 to August 2025, an increase of 3.5 million tons. Imports from Argentina, Brazil, and India increased by 2 million tons, 1.4 million tons, and 0.55 million tons respectively, while imports from the US decreased by 0.4 million tons. Rapeseed meal imports (mainly from Canada) slightly rebounded to 0.421 million tons (lower than last year's 0.647 million tons). Sunflower seed meal imports totaled 2.49 million tons (3.06 million tons last year), and palm kernel meal imports were 1.45 million tons (1.41 million tons last year) [4] - In September 2025, Canada's rapeseed crushing volume was 1.007389 million tons, up 16.07% from the previous month and 7.97% from the same period last year. Rapeseed oil production was 0.42533 million tons (up 15.8% month - on - month and 7.72% year - on - year), and rapeseed meal production was 0.589724 million tons (up 14.52% month - on - month and 8.32% year - on - year). The cumulative rapeseed crushing volume for the 2025/26 season was 1.875333 million tons, rapeseed oil production was 0.792629 million tons, and rapeseed meal production was 1.104666 million tons [5] 3.3 Trend Intensity - The trend intensity of palm oil is 0, and that of soybean oil is 0. The range of trend intensity is from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6]

Core Points - Qinghai province has successfully exported its cool-season vegetables, specifically the Ledou cabbage, to Vietnam for the first time, marking a significant milestone in its agricultural trade [1][2]. Group 1: Export Achievement - Two trucks loaded with Ledou cabbage departed from the Ledou District of Haidong City, Qinghai, and crossed the Yunnan Hekou port to Hanoi, Vietnam [1]. - This export signifies the first time that Qinghai's cool-season vegetables have reached the Vietnamese market [1]. Group 2: Agricultural Advantages - Qinghai's unique geographical conditions, including a cool climate, large temperature variations between day and night, long sunlight hours, strong ultraviolet radiation, and low pest incidence, contribute to the higher sugar and vitamin content in its vegetables [2]. - The province's agricultural products are noted for their rich nutritional value due to these favorable growing conditions [2]. Group 3: Trade Development - Haidong Letong Import and Export Trade Co., Ltd. is a key foreign trade enterprise in the city, primarily exporting cool-season vegetables to Central Asia, with overseas warehouses established in Kazakhstan and Uzbekistan [2]. - As of the end of September this year, the registered area for agricultural product cultivation in Haidong City reached 25,000 acres [2]. - In the first three quarters of this year, Qinghai province exported 3,986.4 tons of fresh or refrigerated vegetables and 3,966.5 tons of potatoes [2].

Report Summary 1. Reported Industry Investment Rating No investment rating for the industry is provided in the report. 2. Core Viewpoints of the Report - The future direction depends on the outcome of the current round of negotiations. It is expected that the price volatility may increase next week. It is recommended that investors hold an empty or light - position. Aggressive investors can consider the option double - buying strategy to gain potential returns from the rising volatility [6]. 3. Summary by Related Catalogs a. Market Review and Operation Suggestions - **Market Conditions**: The US soybean futures contracts were relatively strong, with the main contract at 1075 cents. The domestic soybean meal rebounded slightly from its low level last week but was weaker than the external market. The market was affected by the China - US talks, and the bulls were hesitant to enter the market due to the uncertainty of importing US soybeans. Also, potential positive factors could not be realized because of the US government shutdown [6]. - **Operation Suggestions**: Pay attention to the results of the negotiation. It is recommended that investors hold an empty or light - position. Aggressive investors can consider the option double - buying strategy [6]. b. Industry News - As of Sunday, the US soybean harvest is expected to be 84% complete, and corn harvest 72% complete. Analysts' forecasts for the US harvest progress range from 80% - 88% for soybeans and 67% - 80% for corn. Last year, the soybean harvest progress was 89%, and the corn harvest progress was 81% [7]. - Brazil's soybean exports in October are expected to reach 7 million tons, down from the previous week's estimate of 7.34 million tons. Brazil's soybean meal exports in October are expected to reach 2.08 million tons, down from 2.09 million tons the previous week [9].

Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - As of the week ending October 23, 2025, the U.S. soybean export inspection volume was 1,061,375 tons, in line with market expectations, and the cumulative export inspection volume for this crop year was 6,715,111 tons, lower than the same period last year [1] - As of last Thursday, the planting rate of soybeans in Brazil's 2025/26 season reached 36% of the expected sown area, unchanged from the same period last year [1] - From October 1 - 25, 2025, Malaysia's palm oil production increased by 2.78% month - on - month, with a 1.63% increase in fresh fruit bunch yield and a 0.22% increase in oil extraction rate [1] - Different institutions' data on Malaysia's palm oil exports from October 1 - 25, 2025 showed different trends: SGS reported a 23.79% increase, while AmSpec reported a 0.3% decrease and ITS reported a 0.4% decrease [1] Group 3: Summary by Related Catalogs Overnight Market Information - U.S. soybean export inspection volume as of the week ending October 23, 2025 was 1,061,375 tons, with market expectations of 1,000,000 - 1,500,000 tons, and the previous week's revised volume was 1,590,264 tons [1] - As of the week ending October 24, 2024, the U.S. soybean export inspection volume was 2,630,651 tons [1] - The cumulative U.S. soybean export inspection volume for this crop year was 6,715,111 tons, compared to 10,643,999 tons in the same period last year [1] - Brazil's 2025/26 season soybean planting rate reached 36% as of last Thursday, unchanged from the same period last year and up from 24% the previous week [1] - From October 1 - 25, 2025, Malaysia's palm oil production increased by 2.78% month - on - month, fresh fruit bunch yield increased by 1.63%, and oil extraction rate increased by 0.22% [1] - SGS reported that Malaysia's palm oil exports from October 1 - 25, 2025 were 985,301 tons, a 23.79% increase from the same period last month [1] - AmSpec reported that Malaysia's palm oil exports from October 1 - 25, 2025 were 1,182,216 tons, a 0.3% decrease from September [1] - ITS reported that Malaysia's palm oil exports from October 1 - 25, 2025 were 1,283,814 tons, a 0.4% decrease from the same period last month [1] Spot Prices - Spot prices of various products (bean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu) from October 21 - 27, 2025 are provided [5] Others - Information on precipitation in major producing countries, import soybean crushing profit on the futures market, and grease import profit are mentioned but no specific data is provided [1] - Information on grease basis, grease and oilseed price spreads on the futures market, and protein meal basis are mentioned but no specific data is provided [8][10][13]

Core Points - The export of potato snowflake powder from Ningxia Guyuan to Uzbekistan marks a significant breakthrough for local potato products in international markets [1] - The potato snowflake powder retains essential nutrients and is increasingly used in various food industries, becoming a key ingredient in many consumer products [2] - The customs authority has implemented measures to enhance service efficiency for local enterprises, including a "green channel" for rapid inspection and clearance of agricultural products [2] Group 1 - A batch of 20.6 tons of potato snowflake powder produced by Xuechuan Liupan Mountain Food (Ningxia) Co., Ltd. has been cleared for export to Uzbekistan [1] - From January to September, the export value of potato products from Guyuan exceeded 200 million yuan, representing a 32% year-on-year increase [2] - The export landscape for Guyuan's potato products has expanded to include countries such as Thailand, Australia, Russia, South Korea, Japan, Singapore, and now Uzbekistan [2] Group 2 - Potato snowflake powder is made from high-quality fresh potatoes and is rich in protein, dietary fiber, vitamins, and minerals [2] - The customs authority's initiatives include proactive services and personalized support to help local businesses expand into international markets [2] - The growing demand for potato snowflake powder in baking, cooking, and snack production highlights its role as an "invisible protagonist" in the food industry [2]