Core Insights - The monitoring of market prices for 50 important production materials across nine categories shows a mixed trend, with 25 products experiencing price increases, 23 seeing declines, and 2 remaining stable in mid-September 2025 compared to early September 2025 [2][3]. Group 1: Price Changes in Key Categories - In the black metal category, notable price increases include rebar at 3,184.1 CNY per ton (up 0.3%), wire rod at 3,317.6 CNY per ton (up 0.4%), and hot-rolled ordinary plate at 3,428.8 CNY per ton (up 0.6%) [4]. - In the non-ferrous metal category, electrolytic copper rose to 80,550.7 CNY per ton (up 0.7%), while aluminum ingots increased to 20,894.3 CNY per ton (up 1.0%) [4]. - Chemical products showed mixed results, with sulfuric acid dropping to 685.0 CNY per ton (down 4.4%) and methanol rising to 2,258.5 CNY per ton (up 1.6%) [4]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas (LNG) decreased to 3,863.8 CNY per ton (down 1.6%), while liquefied petroleum gas (LPG) slightly increased to 4,507.7 CNY per ton (up 0.1%) [4]. - Coal prices showed a slight increase, with anthracite coal at 869.1 CNY per ton (up 2.4%) and ordinary mixed coal at 529.3 CNY per ton (up 0.5%) [4]. Group 3: Agricultural and Forestry Products - In agricultural products, yellow corn rose to 2,304.0 CNY per ton (up 0.2%), while cotton prices fell to 14,654.3 CNY per ton (down 0.4%) [5]. - The price of natural rubber decreased to 14,872.6 CNY per ton (down 0.9%), while the price of corrugated paper increased to 2,780.7 CNY per ton (up 1.2%) [5].

首席 点 评 ： 全球经济增速上调 经合组织发布中期展望报告，预计 2025 年全球经济增速为 3.2% ，较今年 6 月预测值上调 0.3 个百分 点。美国 9 月 Markit 制造业、服务业 PMI 回落，但均扩张，价格缓和。美联储主席鲍威尔称美股估值 相当高，重申面临通胀上升与就业下滑的双重挑战，未明确表态 10 月是否降息。受鲍威尔讲话影响， 三大美股指涨势终结，普遍下跌，美债收益率回落，贵金属、原油价格上涨，油脂油料下跌 。 重点品种： 豆粕、黄金、原油 豆粕： 夜盘豆菜粕偏弱运行，阿根廷政府暂时取消大豆及其衍生品（豆粕和豆油）、玉米和小麦的出 口税，旨在增加国内外汇供应，以遏制本币汇率下跌。阿根廷大豆和豆粕出口关税分别从 26% 和 24.5% 降至 0% ，而阿根廷是全球最大的豆粕和豆油出口国，此举给全球大豆市场带来压力。同时目前 美豆收割也在持续推进，出口前景在中美关税背景下不明朗，美豆期价跌至六周低点。国内方面受到阿 根廷临时取消出口税消息影响，国内供应增加预期增强，以及进口成本有望下行，因此短期连粕或继续 承压偏弱 。 黄金： 金银高开低走。鲍威尔在昨夜一次讲话中表示，就业下行风险证明降 ...

Core Points - The article discusses the strengthening of economic ties between China and Cambodia, highlighting the establishment of the "Diamond Six Corners" cooperation framework and the "Industrial Development Corridor" and "Fish and Rice Corridor" initiatives, which aim to enhance Cambodia's industrialization and agricultural modernization [1][2][7] - China has been Cambodia's largest trading partner and source of investment for 13 consecutive years, with bilateral trade expected to grow by 20.7% in 2024 [1][12] - The article emphasizes the importance of the Belt and Road Initiative (BRI) for Cambodia's development, with the Cambodian government viewing it as a vital lifeline for infrastructure and economic growth [7][8] Economic Cooperation - The "Diamond Six Corners" cooperation framework is designed to deepen political trust, expand trade and investment, and enhance cultural exchanges between China and Cambodia [2][3] - Cambodia's "Five Corners Strategy" aims to elevate the country to high-income status by 2050, with a target of 7% annual economic growth and a reduction of poverty to below 10% [4] - In the first eight months of 2023, Cambodia approved 491 new investment projects, a 71% increase year-on-year, with a total investment amount of $7.2 billion, creating 340,000 new jobs [4] Trade Dynamics - The China-Cambodia Free Trade Agreement (FTA) has facilitated significant trade growth, with 2024 bilateral trade projected at $17.834 billion, a 20.3% increase [12][14] - Cambodia's agricultural sector is a key area of cooperation, with 16 types of agricultural products now eligible for export to China, including rice and mangoes [12][13] - The article notes that Cambodia's exports to the U.S. are heavily impacted by tariffs, particularly in the textile and footwear sectors, which has affected economic growth [5][6] Infrastructure Development - The "Dechong Funan Comprehensive Water Conservancy Project" is highlighted as a significant infrastructure initiative, expected to enhance logistics and economic benefits upon completion in 2028 [9][10] - The Sihanoukville Special Economic Zone is presented as a model of practical cooperation, housing 202 enterprises and creating 32,000 jobs, although it faces challenges in fully realizing its potential [15][16] - The article stresses the need for Cambodia to improve its internal dynamics, such as security and investment policies, to enhance its attractiveness to foreign investors [17] Future Outlook - The RCEP framework is seen as a mechanism to counter unilateralism and stabilize regional economies, with Cambodia encouraged to leverage it to diversify its export markets [6] - The article concludes with a call for Cambodia to maintain policy continuity and stability while enhancing its investment environment to ensure sustainable economic growth [17][18]

今年9月23日是第八个中国农民丰收节，各地通过农民丰收巡游、农耕技艺体验、民俗文化展演等活动，同享秋收喜悦，感受中国乡土的蓬勃 生机。 新华社记者 王建威 摄 【1】 【2】 【3】 【4】 【5】 【6】 【7】 【8】 【9】 【10】 【11】 【12】 【13】 【14】 【15】 【16】 【17】 【18】 【19】 【20】 【21】 【22】 【23】 【24】 【25】 【26】 【27】 【28】 【29】 【30】 【31】 9月23日，黑龙江省佳木斯市桦南县举办庆祝中国农民丰收节活动，一家紫苏制品厂家在活动现场介绍产品。 ...

同时，合作社深知"一人富不算富，众人富才是真富"，积极创新联农带农机制。通过"合作社+基地+农 户"的模式，吸纳周边200余户农户加入，提供统一的种苗、技术指导和市场销售服务，帮助农户平均每 户每年增收0.8万余元。此外，合作社还探索三产融合发展路径，建设农产品加工车间、研学体验基 地，将初级农产品加工成即食型休闲食品等产品，延伸产业链条，让"农字号"产品附加值更高，也为乡 村振兴注入更多活力。 时光荏苒，和丰园合作社从2014年最初单纯养虾蟹，发展到现在的集水产养殖、种植蔬菜、食材配送、 电商直播等融合发展的路子，成为了国家级农民合作社示范社。如今，这份5000万农产品订单，不仅是 农业企业发展的新突破，更是高淳区现代农业高质量发展的生动缩影。 其间，和丰园合作社的展台前格外热闹——生态养殖的固城湖螃蟹、特色深加工的蟹虾等产品，凭借过 硬的品质和极具特色的口味，赢得采购商青睐。合作社团队与菁锋易多鲜中渔物流科技（北京）有限公 司展开多轮细致洽谈，从鱼虾蟹等产品规格、供货周期到售后保障，每一项条款都反复沟通确认。最 终，双方在合作数年的节点上，成功续签为期一年的优质农产品供货协议，订单总供应产品约1515吨、 ...

Core Viewpoint - The article emphasizes the importance of agricultural modernization and rural revitalization in achieving Chinese-style modernization, highlighting the government's commitment to enhancing agricultural productivity and farmers' income [2][3][8]. Agricultural Production and Modernization - The total grain production in China is expected to remain stable at 1.4 trillion jin for the year, with summer grain and early rice showing increased yields [3]. - The implementation of modern agricultural practices, including the use of technology and standardized operations, has led to significant increases in crop yields, with some farmers reporting an average increase of 50 kg per mu [4]. - Agricultural technology progress has reached a contribution rate of 63.2%, with over 75% of farming mechanization and more than 96% of crop varieties covered by quality seeds [6]. Farmers' Income and Living Standards - The average disposable income for rural residents reached 23,119 yuan, with a year-on-year growth of 6.2% in the first half of the year [9]. - The income disparity between urban and rural residents has decreased, with the urban-rural income ratio dropping from 2.56 in 2020 to 2.34 [9]. - Farmers are increasingly engaging in diverse agricultural activities, such as agritourism and value-added products, contributing to their income growth [5][12]. Rural Revitalization and Community Development - The "Thousand Villages Demonstration, Ten Thousand Villages Renovation" project has significantly improved rural infrastructure and living conditions, with 94% of rural areas having access to clean water and over 90% of villages connected to 5G [11]. - Cultural initiatives and community engagement have been promoted, with various cultural activities enhancing the spiritual life of rural residents [10]. - The integration of urban and rural development is being prioritized, with a focus on creating a more interconnected and prosperous rural economy [13].

摄像 蔡成干 薛珂 视频制作 韩汝鑫 王靖舒 殷晨睿 一颗来自贵州山野的"黄金果实"，以其饱满的阳光能量与健康密码，向世界递出一张绿色名 片。"金刺梨"是安顺特色品种，目前安顺已开发出金刺梨相关产品40余种，全市金刺梨种植面积达7.5 万亩，深加工企业达到10家，全产业链总产值达5亿元，成为带动农民增收、助力乡村全面振兴的重要 富民产业。产品成功进入新西兰、俄罗斯、巴西、泰国等国际市场。 这不仅是一次味蕾的探索，更是一场关于自然、健康与共赢的对话，让世界品尝到中国山野的慷慨 馈赠。 统筹 李志强 叶琦 ...

新华社呼和浩特9月23日电（记者李志鹏）眼下，内蒙古乌兰察布市察哈尔右翼中旗宏盘乡头道沟 村的燕麦田里一片金黄。村民马官旺站在自家燕麦田边查看燕麦成熟情况，为收割燕麦做好准备。 燕麦产业化发展离不开良种保障。乌兰察布市农牧局种业工作站站长赵玉平说，乌兰察布市建设国 家燕麦良种繁育基地，打造燕麦"看禾选种"平台，加强企业、科研院所联合攻关，选育出"乌莜1号""乌 莜2号"等新品种。"依托'看禾选种'平台，我们集中展示20多个适合本地种植的高产优质品种，有助于 加速良种选育、示范与推广，进一步提高燕麦产量与品质。" 在种植环节，乌兰察布市以"公司+合作社+种植大户"模式，激发经营主体积极性，扩大订单种植 范围，推广宽幅条播、绿色防控等农业技术，创建出集中连片、标准化的种植基地，燕麦单产提升工作 成效显著。2024年，乌兰察布市燕麦种植面积达105万亩、产量8.5万吨，两项指标排名均居全国地市级 前列。 凭借燕麦种植优势，乌兰察布市着力发展燕麦深加工，壮大燕麦产业集群，现有产品覆盖燕麦米、 燕麦片、燕麦酸奶等品类。内蒙古阴山优麦食品有限公司负责人卢继兵说，作为燕麦行业龙头企业，公 司建成年产2万吨燕麦香米、2万吨燕 ...

目前来看，豆粕行情呈现震荡下行走势，盘面表现偏弱。对于豆粕后市行情将如何运行，相关机构观点 汇总如下： 国新国证期货表示，当前国内进口大豆数量较大，大豆供应充足，油厂维持高开机水平，压榨量高位运 行，豆粕库存持续攀升。在供应宽松以及美国大豆收割带来的供应压力下，豆粕价格震荡偏弱运行。后 市重点需关注中美贸易谈判进展、大豆到港量等因素的变化。 9月23日，国内期市油脂油料板块全线飘绿。其中，豆粕期货主力合约开盘报3013.00元/吨，今日盘中 低位震荡运行；截至发稿，豆粕主力最高触及3015.00元，下方探低2917.00元，跌幅达3.60%附近。 建信期货分析称，国内豆粕上周相较外盘明显偏弱。主要由于9月USDA报告相对有小利空，且中美谈 判相对顺利，市场多头避险情绪较浓。目前正值美豆收获期，鉴于特朗普之前反反复复的行为及农产品 的价格压力，不排除期间其会在社交媒体上表态与中国商谈较好的消息，但从大局来看中美间谈判难以 一蹴而就，且美方经常存在反复行为，近期至国庆前鉴于潜在利多不足，建议投资者相对以减仓规避风 险为主。但在维持关税不变的假设下，多头的时间窗口或在四季度。 申银万国期货指出，本月USDA报告公布 ...

Group 1: Report Industry Investment Rating - The investment strategy for the industry is neutral [4] Group 2: Core View of the Report - Argentina's temporary cancellation of soybean export taxes, smooth sowing in South America, and the near - full realization of the US's high - yield expectations have led to a further loosening of the overall soybean supply, which may put pressure on oil prices [3] Group 3: Market Analysis Futures - The closing price of the palm oil 2601 contract was 9360.00 yuan/ton, with a daily change of +44 yuan (+0.47%); the closing price of the soybean oil 2601 contract was 8366.00 yuan/ton, with a daily change of +38.00 yuan (+0.46%); the closing price of the rapeseed oil 2601 contract was 10143.00 yuan/ton, with a daily change of +75.00 yuan (+0.74%) [1] Spot - In the Guangdong region, the spot price of palm oil was 9260.00 yuan/ton, with a daily change of +10.00 yuan (+0.11%), and the spot basis was P01 + - 100.00, with a daily change of - 34.00 yuan; in the Tianjin region, the spot price of first - grade soybean oil was 8530.00 yuan/ton, with a daily change of +20.00 yuan/ton (+0.24%), and the spot basis was Y01 + 164.00, with a daily change of - 18.00 yuan; in the Jiangsu region, the spot price of fourth - grade rapeseed oil was 10360.00 yuan/ton, with a daily change of +70.00 yuan (+0.68%), and the spot basis was OI01 + 217.00, with a daily change of - 5.00 yuan [1] Group 4: Recent Market News Argentina's Policy - On September 22, the Argentine government temporarily cancelled export taxes on soybeans, soybean derivatives (such as soybean meal and soybean oil), corn, and wheat until October 31 or until export volume reaches $7 billion, aiming to increase foreign exchange supply and curb the decline of the local currency [2] Brazil's Agricultural Situation - As of last Thursday, Brazil's soybean sowing area for the 2025/26 season reached 0.9% of the expected total area, with significant increases in field operations in Paraná, Mato Grosso, Rondônia, and São Paulo states, at the same level as the same period last year. The Brazilian Oilseed Processing Association (Abiove) expects Brazilian soybean processing enterprises to invest 5.9 billion reais ($1.11 billion) in the next 12 months, which will increase the country's soybean crushing capacity by 8% (about 6 million tons per year) [2] US Agricultural Situation - A US private exporter reported selling 320,068 tons of corn to Mexico for delivery in the 2025/2026 season. As of the week ending September 18, 2025, the US soybean export inspection volume was 484,116 tons, compared with 821,809 tons the previous week. The cumulative US soybean export inspection volume for the current crop year was 1,569,777 tons, compared with 1,246,429 tons in the same period last year [2]