中国发展网讯2025年第三季度，青岛市粮油副食品市场供应充足。监测数据显示，受供求关系和季节性 等因素影响，本季度部分粮油、生猪猪肉价格环比小幅下跌，鸡蛋、蔬菜价格环比均有不同幅度上涨。 部分粮油价格环比小幅下跌 大米(一级长粒)季度平均价格为3.26元(每500克，下同)，环比持平，同比下跌2.11%；面粉(特一粉)季度 平均价格为2.37元，环比下跌1.67%，同比下跌0.58%。 生猪季度平均价格为7.09元,环比下跌3.70%，同比下跌28.01%。根据市场表现分析，七月上旬生猪价格 持续低位运行导致养殖端惜售情绪增强，同时冻肉收储政策对猪价形成支撑，导致猪价低位反弹。中下 旬因高温增加疫病风险，养殖端出栏节奏加快，供应有所增长，但需求端持续疲软，导致生猪价格震荡 走低。八月青岛市生猪市场猪源充足，高温天气持续抑制猪肉消费，猪肉产品订单持续低迷，市场交易 清淡，猪价承压下行。九月随着天气转凉，开学季集团采购叠加双节备货临近，生猪市场需求逐步复 苏，但因供给端压力较大，市场供大于求局面延续，导致猪价承压继续下滑。 受生猪价格变动影响，本季度猪肉价格随之下跌，五花肉季度平均价格为15.42元，环比下跌1. ...

增城丝苗米入 选！2025年农业 品牌精品培育计 划名单公示_南 方+_南方plus 10月10日，农业 农村部市场与信 息化司就2025年 农业品牌精品培 育计划名单进行 公示。增城丝苗 米是全国9个入 选的粮油类区域 共用品牌之一、 广东唯一入选粮 油类区域公用品 牌，也是自增城 荔枝入选首批农 业品牌精品培育 计划名单以来广 州市增城区第二 个有望正式入选 的区域公用品 牌。 | | (排名不分先后) | | | --- | --- | --- | | 类别 | 品牌 米六個去元 | 省份 山西 | | | 米安盟大米 | 内蒙古 | | | 第 湖大米 | 安徽 | | 精油 | 井冈山大米 | 31 22 | | | 米国方管理 | 广东 | | | 康保养麦 | 河北 | | | 库伦养麦 | 内蒙古 | | | 凉山营养麦 | 四川 | | | 成宁吉养 | 農州 | 2025年农业品牌精品培育计划名单公示，增城丝苗米入选。 据公示，2025年 农业品牌精品培 育计划名单涵盖 粮油、果品、蔬 菜、畜禽、水 产、茶叶、中药 材、其他等8大 种类，经省级推 荐、专家会商等 程序，全国共94 个区域公 ...

流通监管持续增强。强化地方储备粮油购销储全过程监管，组织开展政策性粮油库存检查、夏秋粮收购 督导检查，确保全市政策性粮油数量真实、质量良好、管理规范。泰安市发展改革委、市市场监管局强 化部门协同联动，形成监管合力，扎实开展粮食流通监管"铁拳行动"，严肃查处涉粮违法违规行为，切 实维护粮食市场秩序和种粮农民利益。严格开展粮食质量安全风险监测，保障粮食质量安全。实施信息 化穿透式监管，加快推进"智慧粮库"建设，全市18个原粮库点实现信息化系统全覆盖，23个成品粮库区 实现视频监管全覆盖。 产业经济创出品牌。全市粮油企业达到198家，产值近280亿元。深入实施优质粮食工程，大力培育龙头 骨干企业和从业先进典型，行业涌现出山东富世康有限公司、泰山粮食储备集团、新泰市粮坊科技、达 生面粉等一批代表企业，金麦香面粉公司负责人王长义、王长信两兄弟，靠诚信经营，被表彰为"全国 道德模范提名奖"、"全国诚信之星"。由泰安牵头打造的"山东煎饼"区域公共品牌在全国成功发布，成 为国内粮油行业关注的焦点，全市积极引导煎饼特色产业发展，培强龙头企业、帮扶专业村镇，健全煎 饼产业链、品牌链和生态链，煎饼加工企业达55家、个体加工户上万个 ...

Group 1 - The "Jingchu Grain and Oil China Tour" promotional event was held in Kunming, showcasing 38 high-quality grain and oil enterprises from Hubei with over 100 featured products [1][2] - The event highlighted three major public brands from Hubei: "Jingchu Grain and Oil," "Jianghan Rice," and "Hubei Rapeseed Oil," demonstrating the modernization achievements of Hubei's grain and oil industry through tasting experiences and channel connections [2][6] - Hubei is one of the 13 major grain-producing regions in China, with a stable total grain output exceeding 50 billion jin for 12 consecutive years, and an annual rice production of approximately 38 billion jin [6] Group 2 - Since 2017, Hubei and Yunnan provinces have collaborated to promote grain production and sales, achieving a transaction volume of 1.56 billion yuan during a negotiation meeting with 372 participating enterprises [6] - Annually, over 2 billion jin of Hubei grain is transported to Yunnan by rail, providing strong support for Yunnan's grain supply [6] - The event aims to deepen the grain and oil production and sales cooperation between Hubei and Yunnan, fostering a new pattern of "complementary advantages, mutual promotion of production and sales, long-term stability, and win-win cooperation" [6]

Core Insights - The article highlights the accelerated integration of the China-ASEAN industrial and supply chains, particularly through the Guangxi region, which serves as a key gateway for trade and collaboration with ASEAN countries [1][2]. Group 1: Trade and Economic Data - In the first eight months of this year, China's imports and exports with ASEAN reached 4.93 trillion yuan, marking a year-on-year increase of 9.7% [1]. - The Western Land-Sea New Corridor has seen a significant increase in container shipments, with over 1 million TEUs sent this year, representing a 72.5% year-on-year growth [2]. Group 2: Infrastructure and Logistics Development - Guangxi has established a comprehensive transportation network, including over 80 domestic and international container shipping routes from Beibu Gulf Port, and 13 international road freight routes confirmed with Vietnam [3]. - The region is enhancing its logistics capabilities by expanding the scale of the Western Land-Sea New Corridor's sea-rail intermodal services and increasing the frequency of cross-border train services with Vietnam [3]. Group 3: Industrial Development Initiatives - Guangxi is focusing on high-quality development of key manufacturing industry chains, aiming to create interconnected industrial networks and clusters that leverage its position as a bridgehead for cooperation with ASEAN [4]. - The region has attracted over 200 leading enterprises, including BYD, by strategically planning its industrial layout and targeting specific sectors [2].

Core Viewpoint - Guangxi is accelerating the integration of industrial and supply chains with ASEAN, leveraging its unique geographical advantages and resources to enhance cross-border cooperation and economic development [1][4]. Group 1: Trade and Economic Data - In the first eight months of this year, China's imports and exports with ASEAN reached 4.93 trillion yuan, marking a year-on-year increase of 9.7% [1]. - The Western Land-Sea New Corridor has seen container shipments exceed 1 million TEUs this year, representing a 72.5% year-on-year growth [2]. Group 2: Industrial Development - The establishment of a 100 billion yuan petrochemical industrial park in Qinzhou and the development of industrial clusters in Fangchenggang have contributed significantly to the region's economy [2]. - The China-ASEAN Artificial Intelligence Innovation Cooperation Center in Nanning has signed 51 domestic and international AI projects, with 40 already operational, attracting 16 enterprises from six ASEAN countries [2]. Group 3: Transportation and Logistics - Guangxi has improved its logistics efficiency, with over 80 international and domestic container shipping routes established from Beibu Gulf Port [3]. - The region has 13 international road freight routes confirmed with Vietnam, and seven international air freight routes connecting to ASEAN and South Asia [3]. Group 4: Future Plans and Strategies - Guangxi aims to implement high-quality development actions for key manufacturing industry chains, enhancing the integration of industrial and supply chains with ASEAN [4]. - The strategy includes creating cross-regional and cross-border supply chains that combine Eastern R&D and design with Guangxi manufacturing and ASEAN markets [4].

Core Viewpoint - The grain and oil industry in the first half of 2025 shows a "stronger getting stronger" trend, with Yihai Kerry Golden Dragon Fish leading the market with significant revenue and profit growth, while other companies exhibit uneven performance [1][5]. Group 1: Company Performance - Yihai Kerry Golden Dragon Fish achieved a revenue of 115.7 billion yuan, a year-on-year increase of 5.67%, and a net profit of 1.756 billion yuan, up 60% [3][6]. - Among the 11 grain and oil companies, four reported both revenue and net profit growth, including Yihai Kerry Golden Dragon Fish, October Rice Field, Daodaquan, and Jinjian Rice Industry [2][5]. - Five companies experienced declines in both revenue and net profit, including Sukang Agricultural Development, Jingliang Holdings, Kemin Food, Xiwang Food, and Nanjiao Food [2][5]. Group 2: Industry Trends - The industry is witnessing a slowdown in capacity expansion due to external market pressures, with many companies adopting a more cautious investment strategy for new projects [8][9]. - Mergers and acquisitions within the industry are accelerating, with leading companies optimizing their asset structures to enhance core competitiveness [10][11]. - Health-oriented and high-end product development is becoming a clear trend, with companies launching organic, low-fat, and functional food products to explore new growth opportunities [12][13].

Report Summary 1. Hot News - During the "14th Five - Year Plan" period, China's manufacturing added - value is expected to increase by 8 trillion yuan, accounting for nearly 30% of the global total, with the overall scale ranking first globally for 15 consecutive years. China has built the world's largest and most extensive network infrastructure, with 4.598 million 5G base stations and over 100 million devices connected to key industrial Internet platforms, and 35,000 basic - level and 230 excellent - level smart factories have been built [1] - The US government's preliminary benchmark revision data shows that the non - farm employment in the US was revised down by 911,000 in the year ending March this year, an average monthly reduction of nearly 76,000, the largest downward revision since 2000, which may lead to a series of interest rate cuts by the Fed starting next week [1] - The Shanghai Futures Exchange announced that the listing benchmark price for the OP2601 - OP2608 contracts of offset printing paper futures is 4,218 yuan/ton [1] - Hamas strongly condemned Israel's attempted assassination of the leader of the Hamas negotiation delegation in Doha, Qatar, but the chief negotiator Khalil al - Hayya was not assassinated [2] - As of the end of the 36th week of 2025, China's domestic soybean oil inventory was 1.443 million tons, a week - on - week increase of 23,000 tons (1.60%); domestic soybean meal inventory was 1.16 million tons, a week - on - week increase of 97,000 tons (9.09%); domestic imported rapeseed oil inventory was 708,000 tons, a week - on - week decrease of 29,000 tons (4.01%) [2] 2. Key Focus - The commodities to focus on are urea, Shanghai copper, apples, asphalt, and PP [3] 3. Night - session Performance - The night - session performance of different commodity sectors: Non - metallic building materials 2.79%, precious metals 30.03%, oilseeds and oils 10.92%, non - ferrous and soft commodities 2.38% and 20.65%, coal, coke, steel and minerals 14.41%, energy 2.72%, chemicals 12.04%, grains 1.08%, and agricultural and sideline products 2.98% [3] 4. Performance of Major Asset Classes | Category | Name | Daily Return (%) | Monthly Return (%) | Annual Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | - 0.51 | - 1.31 | 13.59 | | | SSE 50 | - 0.38 | - 1.61 | 9.08 | | | CSI 300 | - 0.70 | - 1.35 | 12.74 | | | CSI 500 | - 0.90 | - 1.63 | 21.01 | | | S&P 500 | 0.27 | 0.81 | 10.73 | | | Hang Seng Index | 1.19 | 3.43 | 29.30 | | | German DAX | - 0.37 | - 0.77 | 19.13 | | | Nikkei 225 | - 0.42 | 1.73 | 8.94 | | | FTSE 100 | 0.23 | 0.60 | 13.09 | | Fixed - income | 10 - year Treasury Bond Futures | - 0.06 | - 0.03 | - 1.06 | | | 5 - year Treasury Bond Futures | - 0.01 | 0.05 | - 0.91 | | | 2 - year Treasury Bond Futures | - 0.02 | - 0.04 | - 0.58 | | Commodity | CRB Commodity Index | 0.00 | - 0.98 | 0.90 | | | WTI Crude Oil | 0.84 | - 1.98 | - 12.71 | | | London Spot Gold | - 0.33 | 5.15 | 38.11 | | | LME Copper | - 0.01 | 0.12 | 12.90 | | | Wind Commodity Index | 1.17 | 6.69 | 23.36 | | Other | US Dollar Index | 0.33 | - 0.08 | - 9.88 | | | CBOE Volatility Index | 0.00 | - 1.63 | - 12.91 | [5]

Group 1 - The event "Nanjing Autumn Sugar" will take place from October 16 to 18 at the Nanjing International Expo Center, featuring numerous brands such as COFCO, Mengniu, and others showcasing new products [1] - The "Suo Chao" viewing carnival attracted a large crowd, with approximately 2,500 visitors at the event, and low-temperature product sales exceeding 1,000 yuan [1] - The carnival provided an engaging experience for attendees, combining sports excitement with food and beverage tasting, enhancing the overall enjoyment of the event [1] Group 2 - The "pre-experience + data feedback" model allows companies to leverage the foot traffic from the "Suo Chao" event to enhance brand exposure, promote immediate sales, and gather real-time consumer feedback on new products [2] - This approach is seen as an efficient pathway for converting traffic into sales, optimizing strategies for the upcoming "Nanjing Autumn Sugar" exhibition [2]

Core Viewpoint - The meeting between Jiangxi Provincial Secretary Yin Hong and the CEO of Wilmar International, Kuok Khoon Hong, emphasizes the strong partnership between Jiangxi and Wilmar, a leading global agribusiness company, and highlights the potential for further investment and collaboration in agricultural development in Jiangxi [1] Group 1: Company Overview - Wilmar International is recognized as a global leader in the agribusiness sector, particularly in the grain and oil industry, and has established a fruitful collaboration with Jiangxi [1] - The company is encouraged to increase its investment in Jiangxi, focusing on deep processing of agricultural products, supply chain integration, and brand development [1] Group 2: Industry Context - Jiangxi is identified as a major agricultural province in China, significant for its grain production and agricultural supply [1] - The provincial government aims to enhance the business environment to attract more investments from Wilmar International, facilitating mutual benefits and joint development in the agricultural sector [1]