十月稻田(09676)发布公告，于2026年1月29日，该公司斥资198.35万港元回购22.5万股股份，每股回购 价8.79-8.95港元。 ...

智通财经APP获悉，香港联交所最新资料显示，1月28日，康大食品(00834)股东将股票存入德林证券香 港，存仓市值2722.58万港元，占比17.17%。 紧随要约截止后，要约人及要约人一致行动人士于合共约3.26亿股股份中拥有权益，占公司于联合公告 日期全部已发行股本约71.96%。根据按要约价每股要约股份0.265港元计算要约项下涉及约7821.8万股 要约股份的32份有效接纳，要约总代价为约2072.78万港元。 于1月13日，康大食品股东将股票存入德林证券香港，存仓市值3033.73万港元，占比17.17%。 2025年12月19日，康大食品及要约人香港盛源控股有限公司联合公布，要约于2025年12月19日(星期五) 下午四时正截止，且不获要约人修订或延长。要约人已收到32份有关要约项下合共约7821.8万股股份的 有效接纳，占于联合公告日期公司全部已发行股本约17.27%。 ...

上海市政府常务会议暨市区域高质量发展领导小组会议今天（1月28日）举行。会议要求按照市委部 署，全力做好2026年一季度经济社会发展工作；推动我市区域高质量发展向更高水平迈进；提升超大城 市食品安全保障水平。市委副书记、市长、市区域高质量发展领导小组组长龚正主持会议并讲话。 会议还研究了其他事项。 要增强产业韧性，促进权重行业、新兴行业、承压行业共同发力，为全市经济多作贡献。 会议审议我市推动区域高质量发展2026年重点工作安排并指出，各相关区要着力建设现代化产业体系， 找准定位，发挥比较优势，深耕细分赛道，强化科创赋能，注重龙头引育，构建区域高质量发展的硬核 支撑。要着力提升城市功能，打造综合承载力强的空间载体，强化示范引领、功能导入、区域联动。要 着力改善民生福祉，提供优质公共服务，构建便捷内外交通，厚植生态绿色优势，尤其要为青年人才打 造宜居宜业环境，满足市民对美好生活的更高需求。 会议原则同意《上海市关于进一步强化食品安全全链条监管的若干措施》并指出，要切实构建"源头可 溯、过程可控、风险可防、责任可究"的监管闭环。聚焦生产环节，严防源头风险，坚决把好食品安全 初始关口。聚焦流通环节，加强过程监管，堵 ...

强化部门联动执法。应针对不同行业特点精准施策：食品行业重点核查货源追溯链条，化妆品行业 严查备案信息真实性，电子产品行业加大抽检力度。同时，打通市场监管、电商平台的数据壁垒， 对"幽灵网店"的注册、运营、收款等环节实施全链条追踪，依法处罚违法经营行为。 引导消费者理性维权。消费者网购时应优先选择"旗舰店""品牌授权店"，核对食品生产许可证号、 化妆品备案号、电子产品防伪标识等关键信息，遇到异常情况及时通过官方渠道投诉举报。通过强化消 费者维权意识，以社会监督挤压"幽灵网店"生存空间，形成全民共治的良好氛围。 规范电子商务发展是维护市场公平、保障消费安全的必然要求，唯有为每家网店"验明正身"，才能 让消费者放心消费、商家公平竞争，推动电子商务行业行稳致远。(本文来源：经济日报 作者：李翱) (责任编辑：武晓娟) 近日，市场监管部门在查处涉嫌侵犯"胖东来"注册商标专用权的14家网店时发现，有10家未在公示 地址经营，其中8家更是难寻踪迹。这类"幽灵网店"已成为扰乱市场秩序的突出隐患。 "幽灵网店"普遍存在无实体经营地址、无真实联系方式、无售后保障等情况，依靠虚假宣传、低价 诱惑、刷单造势等手段吸引消费者，在交易完 ...

Core Viewpoint - The U.S. government's imposition of high tariffs on Brazil has led to significant policy adjustments, with Brazil successfully diversifying its trade partners and achieving record export levels despite the tariffs [1][2][6]. Group 1: U.S. Tariff Policy and Brazil's Response - In July 2025, the U.S. announced a 40% additional tariff on certain Brazilian goods, raising the total tariff rate on some exports to 50% [2][5]. - Contrary to expectations, Brazil's exports reached a historical high of $348.7 billion in 2025, marking a 3.5% increase from 2024 [2]. - Brazil's coffee export revenue hit $15.586 billion in 2025, a 24.1% increase from 2024, despite facing challenges such as reduced export volumes and increased U.S. tariffs [4][5]. Group 2: Factors Influencing U.S. Tariff Adjustments - The U.S. faced domestic supply shortages for coffee and beef, leading to increased prices and consumer dissatisfaction, which pressured the government to reconsider its tariff strategy [6][8]. - The U.S. domestic food price inflation was around 3%, with coffee prices rising by 21% and beef prices by nearly 14% year-on-year [6][8]. - The political landscape in the U.S. showed declining approval ratings for the current administration, with only about one-third of respondents approving of the handling of economic issues [8]. Group 3: Brazil's Trade Diversification Efforts - Brazil's government implemented measures such as fiscal support and price guarantees to mitigate the impact of U.S. tariffs, while also seeking to expand into new markets [5][10]. - Exports to China increased by 28.6% from August to November 2025 compared to the same period in 2024, while exports to the U.S. decreased by 25.1% [5]. - The signing of a free trade agreement between the Southern Common Market (Mercosur) and the European Union on January 17, 2026, is expected to enhance Brazil's trade relations and economic growth [1][11][13].

2026年，在杭州生活的你或许会感受到这些变化：点开外卖软件，能直接看到后厨实况；在商场购 物犹豫不决时，信用标识让你放心下单；甚至家门口的电梯故障，救援人员来得比外卖还快。这些实实 在在的改变，正源于浙江省市场监管领域一系列新动作。 日前，记者从浙江省市场监管（药监）工作会议暨党风廉政建设工作会议获悉，今年，一系列围绕 消费、食安、营商、出海的"十大工程"将全面落地——这意味着，监管的力量将更悄无声息地融入日 常，守护每个人的生活点滴与经营期待。 为激发消费活力，全省大力推进放心消费护航工程。今年将举办百县百场、万企参与、数实融合 的"3·15放心消费嘉年华"，开展 "浙产好食品+"系列活动，培育上百个 "信用促消费"商圈 ，新发展一批 无理由退换货实体店，政企社联合打造预付式消费信用场景，推广消费纠纷"一键和解""在线化解"模 式，以信用建设优化消费体验，让消费者敢消费、愿消费。 针对平台收费不透明、不合理问题，浙江通过实施平台经济攀高工程督促平台落实收费合规指南， 持续开展收费治理，优化网络生态。为了遏制"内卷式"低价劣质竞争，将建立价格异常监测制度，增加 相关产品抽检频次，引导企业从"卷价格"转向"卷 ...

证券时报·数据宝统计，十月稻田在港交所公告显示，1月22日以每股8.870港元至8.990港元的价格回购 40.50万股，回购金额达363.52万港元。该股当日收盘价8.990港元，上涨0.22%，全天成交额1134.81万 港元。 自1月19日以来公司已连续4日进行回购，合计回购202.41万股，累计回购金额1775.61万港元。 其间该 股累计上涨1.70%。（数据宝） 十月稻田回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.22 | 40.50 | 8.990 | 8.870 | 363.52 | | 2026.01.21 | 60.00 | 8.970 | 8.670 | 532.22 | | 2026.01.20 | 66.00 | 8.820 | 8.380 | 570.93 | | 2026.01.19 | 35.91 | 8.730 | 8.490 | 308.94 | （文章来源：证券时报网） ...

Group 1 - The Gulfood 2026 will take place from January 26 to 30, 2026, in Dubai, featuring over 8,500 international exhibitors and participants from 195 countries, covering twelve core sectors of the food industry [1] - The event will focus on food technology innovation, emerging AI trends, digital upgrades, and sustainable solutions, positioning itself as a driving force for the future growth of the food and beverage industry [4][9] - AI is becoming a significant technological force in the food industry, enhancing efficiency from "farm to table" through demand forecasting, waste reduction, and data-driven production decisions [7][8] Group 2 - The AI-driven food technology market is projected to reach approximately $27.73 billion by 2029, while the alternative protein market is expected to grow to $185.49 billion by 2029 [8] - Innovations in cultivated meat and precision fermentation dairy products are accelerating commercialization, offering both sustainability and market profitability [8] - The 3D food printing market is anticipated to reach $425.7 million by 2034, driven by increasing personalized nutrition demands [8] Group 3 - The World Economic Forum estimates that innovations around food and agricultural sustainability could unlock approximately $2.3 trillion in new commercial value by 2030 [9] - Gulfood 2026 will serve as a premier international platform for showcasing food technology innovations, enabling companies to capture new opportunities and enhance competitiveness [9][10] - The event is not just a food exhibition but a strategic international event aimed at upgrading the global food industry and shaping the market landscape for the next decade [9]

证券研究报告 | 2026年01月14日 美国 12 月 CPI 点评 通胀扰动缓和，降息窗口待启 经济研究·宏观快评 | 证券分析师： | 邵兴宇 | 010-88005483 | shaoxingyu@guosen.com.cn | 执证编码：S0980523070001 | | --- | --- | --- | --- | --- | | 证券分析师： | 田地 | 0755-81982035 | tiandi2@guosen.com.cn | 执证编码：S0980524090003 | | 证券分析师： | 董德志 | 021-60933158 | dongdz@guosen.com.cn | 执证编码：S0980513100001 | 事项： 美东时间 1 月 13 日，美国劳工统计局公布 2025 年 12 月 CPI 通胀数据：同比来看，整体 CPI 录得 2.7%， 核心 CPI 录得 2.6%，均与上月持平。环比来看，整体 CPI 增速为 0.3%，核心 CPI 增速为 0.2%。 评论： 图1：12 月 CPI 通胀数据总览 | 行业类别 | | 12月CPI分项同比 | | | | 1 ...

Group 1 - The core viewpoint of the article is that Nanjiao Food (605339) announced a projected consolidated revenue of 277 million yuan for December 2025, representing a year-on-year decrease of 14.74% [1]