（来源：每日粮油） 来源：每日粮油 关注每日粮油，了解全球市场动态。 据每日粮油收到的最新消息显示，上周美国农业部报告累计向中国销售158.4万吨美国大豆，为2023年 11月以来最大的单周销售总量，但这并未对芝加哥大豆价格带来更多利好支撑。 据悉，此前中美在韩国会谈后，美国官方曾表示，中国会在未来两个月内，即11月12月两个月内采购 1200万吨美国大豆，但截至目前为止包括市场传闻数据及美国农业部确认数据，仅有200-300万吨数 量，与美国官方预期数据相差巨大。 此外，近期中国和巴西之间也正在达成一份新的大豆合作协议。 作为巴西大豆的最大采购国，2024年3月中国食品、土畜产商会与马托格罗索州大豆和玉米生产者协会 世界资源研究所三方开始共同研究起草《中巴可持续大豆供应链指南》。 但就在近期市场爆出，在指南撰写过程中，马托格罗索州大豆和玉米生产者协会表示，《森林法典》唯 一被巴西法律认可的农地社会与环境合规性验证工具，相较而言，《大豆禁令协议》是一个没有法律基 础的私营机制，会导致贸易扭曲。 这意味着，一旦《中巴可持续大豆供应链指南》获得公布，中巴两国大豆贸易对"合法大豆"的界定方式 将获得确认，令市场上对 ...

Core Insights - The Brazilian government has reported a significant reduction in deforestation in protected areas, with a 31% decrease in the Amazon and a 45% decrease in the Cerrado region compared to the previous year, marking the lowest levels since records began in 2007 [1] Group 1: Deforestation Statistics - The Amazon protected area saw an increase in deforestation of 134 square kilometers from August 2024 to July 2025, which is a 31% decrease year-on-year [1] - The Cerrado protected area experienced an increase in deforestation of 31 square kilometers, reflecting a 45% decrease compared to the previous year [1] Group 2: Government Commitment and Achievements - The data indicates that Brazil's efforts to combat deforestation are yielding historic results, with the potential to achieve the "zero deforestation" goal by 2030 [1] - President Lula celebrated this achievement on social media, attributing it to the hard work of the biodiversity protection institute and the government's commitment to the 2030 "zero deforestation" pledge [1]

Core Viewpoint - The article emphasizes the integration of ecological sustainability and industrial development in the dairy industry, particularly through the practices of Mengniu Group, which has been a leader in promoting the "Two Mountains" concept over the past 20 years [1][14]. Group 1: Ecological Initiatives - Mengniu has transformed the Ulan Buh Desert into a green oasis by planting 98 million sand plants and greening over 220 square kilometers since 2009 [2]. - The company combines ecological restoration with industrial development, creating an organic milk industry chain that includes organic planting, breeding, and processing [4]. - Mengniu promotes ecological pasture construction nationwide, enhancing energy efficiency and implementing various ecological projects to establish green low-carbon pastures [6]. Group 2: Green Manufacturing - Mengniu's Wuhan factory features a wastewater treatment center that processes 5,000 tons daily, saving 70,000 tons of water annually and utilizing natural light and clean energy [8]. - The Ningxia factory is recognized as the world's first "lighthouse factory" for liquid milk, achieving a 43% reduction in energy consumption compared to traditional factories [10]. - Mengniu has established 37 national-level green factories across China, contributing to the country's dual carbon commitment through intelligent manufacturing and green innovations [10]. Group 3: Sustainable Supply Chain - Mengniu has initiated the procurement of "zero deforestation" soybeans, marking a significant step in sustainable sourcing [12]. - The company has implemented a forest protection policy to manage risks associated with wood, soybean, and palm oil products, aiming for zero deforestation by 2030 [12]. - Mengniu promotes a responsible industrial ecosystem by collaborating with partners to implement the "Two Mountains" concept throughout its supply chain [12]. Group 4: Global Outreach - Mengniu leverages its partnerships in global events like the Olympics to promote the "Two Mountains" concept and showcase China's achievements in ecological restoration [14]. - The company has launched various public welfare projects, such as the "Oasis Plan" and "Blue Planet," to advocate for sustainable development on an international stage [14]. - As the "national team" in the dairy industry, Mengniu aims to continue its commitment to ecological harmony and sustainable practices in the coming years [14].

Core Insights - The company released its 9th sustainability report, showcasing achievements in sustainable development for 2024, emphasizing its mission to enhance health and happiness through four core areas: health awareness, environmental footprint reduction, fair development support, and corporate governance [1] Group 1: Sustainability Achievements - The company achieved 100% B Corp certification for its entities globally, with an impressive score of 92.5, indicating deep integration of social and environmental responsibilities into operations [1] - The company maintained an A+ ESG rating from Hang Seng/Hong Kong Quality Assurance Agency and an "AA" rating from MSCI, demonstrating consistent performance across different assessment frameworks [3] - Greenhouse gas emissions were reduced by 4% in 2024 compared to 2023, verified by the Science Based Targets initiative (SBTi) [3][8] Group 2: Packaging and Employee Initiatives - The company reduced packaging usage by 5.7% in 2024 compared to 2023, as part of its sustainable packaging strategy [4][8] - The company received multiple best workplace certifications, including its first in mainland China, reflecting its commitment to employee well-being [4][9] - The proportion of women in management positions reached 62%, with the launch of a women's leadership program to enhance diversity, equity, and inclusion (DE&I) [4][9] Group 3: Research and Development - The company invested over 243 million RMB in R&D in 2024, an 18% increase from the previous year, launching 232 new products to create a diverse and innovative sustainable product portfolio [6] - 94% of adult nutrition and care products met clean label standards, free from artificial colors, flavors, sweeteners, and preservatives [6] Group 4: Community and Social Impact - The company’s H&H Foundation invested over $2.126 million in community health initiatives in 2024, focusing on nutrition, exercise, and mindfulness [10] - The company’s community investment totaled $2.126 million, with significant contributions to maternal and infant health programs in China [10] Group 5: Corporate Governance - The company reinforced its sustainable governance measures, achieving 100% compliance training coverage for global team members [11] - The company’s supply chain sustainability efforts included 145 suppliers participating in sustainability assessments, with 100% signing the Supplier Code of Conduct [11]