汇聚青春力量。 探索乡村创业新 路径！广东兴乡 青年创业真人秀 《闪亮的青村》 第二季开播_南 方+_南方plus 近日，由共青团 广东省委员会与 腾讯SSV联合推 随着广东"百千 万工程"进入第 四年，粤东西北 地区正日益成为 青年创业就业的 热土。越来越多 的年轻人主动选 择返乡入乡兴 乡，从乡村发展 的"助力者"蜕变 为"参与者"，以 新思维、新技术 投身家乡建设。 广东"百千万工 程"青年兴乡培 育计划通过全链 条支持体系，已 培育10万兴乡青 年，持续为青年 创业注入动能， 并为实现后 续"五年显著变 化、十年根本改 变"的目标持续 出的青年创业真 人秀《闪亮的青 村》第二季在惠 州龙门长滩村录 制完成。本季节 目吸引数千名青 年报名，18个优 质项目最终入 围。选手们齐聚 环南昆山—罗浮 山县镇村高质量 发展引领区，不 仅争夺500万元 扶持资金，更是 在共同回答一个 时代命题： 在"百千万工 程"的蓝图下， 乡村如何真正成 为青年创业就业 的"新热土"？ 兴乡青年创业综艺《闪亮的青村》第二季海报 告别"离乡"，拥 抱"返乡"：青年 返乡兴乡成趋势 青年返乡已从零 星个案发展为可 感可知的潮流。 ...

「2025.12.31」 瑞达期货研究院 菜籽类市场周报 沿海油厂维持停机 支撑菜油粕基差 研究员：许方莉 期货从业资格号F3073708 期货投资咨询从业证书号 Z0017638 取 更 多 资 讯 联系电话：0595-86778969 关 注 我 们 获 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 Ø 菜油： 3 Ø 行情回顾：本周菜油期货小幅收涨，05合约收盘价9087元/吨，较前一周+41元/吨。 Ø 行情展望：加拿大农业及农业食品部（AAFC）在17日报告中，将加拿大2025/26年度油菜籽期末 库存预估上调45万吨，至295万吨，高于上年度的159.7万吨，加菜籽供需格局明显好转，继续牵 制其市场价格。其它方面，高频数据显示，前25日马棕产量下滑且出口数据改善，且近期马来西 亚预期将有更大范围的降雨，强化马棕减产预期，支撑马棕市场价格。国内方面，现阶段油厂继 续处于停机状态，菜油也维持去库模式，对其价格形成支撑。并且受大豆通关政策可能收紧的消 息影响，提振国内油脂市场。不过，随着澳大利亚菜籽陆续到港后期进 ...

证券之星消息，12月31日农产品加工板块较上一交易日下跌0.58%，国投中鲁领跌。当日上证指数报收 于3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000972 | *ST中基 | 3.92 | 3.70% | 15.19万 | 5904.41万 | | 920023 | 田野股份 | 4.72 | 1.29% | 25.68万 | 1.22亿 | | 603231 | 索宝蛋白 | 18.32 | 1.27% | ● 1.86万 | 3373.78万 | | 920273 | 一致魔芋 | 32.49 | 0.71% | 9385.2 | 3041.05万 | | 600251 | 冠衣股份 | 9.23 | 0.44% | 5.93万 | 5456.25万 | | 003030 | 祖名股份 | 20.19 | 0.35% | 1.57万 | 3143.68万 | | 60019 ...

策略 中性 阶段供应紧张，支撑豆油价格 油脂观点 市场分析 期货方面，昨日收盘棕榈油2605合约8658.00元/吨，环比变化+146元，幅度+1.72%；昨日收盘豆油2605合约7878.00 元/吨，环比变化+60.00元，幅度+0.77%；昨日收盘菜油2605合约9086.00元/吨，环比变化+46.00元，幅度+0.51%。 现货方面，广东地区棕榈油现货价8590.00元/吨，环比变化+100.00元，幅度+1.18%，现货基差P05+-68.00，环比变 化-46.00元；天津地区一级豆油现货价格8260.00元/吨，环比变化+30.00元/吨，幅度+0.36%，现货基差Y05+382.00， 环比变化-30.00元；江苏地区四级菜油现货价格9830.00元/吨，环比变化+90.00元，幅度+0.92%，现货基差 OI05+744.00，环比变化+44.00元。 近期市场咨询汇总：据外媒报道，巴西全国谷物出口商协会（ANEC）表示，巴西12月大豆出口量预计为302万吨， 之前一周预计为357万吨。巴西12月玉米出口量预计为352万吨，之前一周预计为635万吨。巴西12月豆粕出口量预 计为187万吨， ...

1. Report Industry Investment Rating No industry investment rating information is provided in the report. 2. Core Viewpoints of the Report The report offers a comprehensive analysis of multiple sectors including financial derivatives, precious metals, shipping, non - ferrous metals, black metals, agricultural products, and energy chemicals. It assesses the market conditions, supply - demand dynamics, and price trends of various commodities, and provides corresponding investment suggestions based on these analyses [2][3][5]. 3. Summary by Directory 3.1 Daily Selections - **Nickel**: Indonesia's plan to cut nickel production in 2026 has boosted market sentiment, but the actual implementation remains uncertain. The short - term reality is weak, and the medium - term fundamentals are loose. The price is expected to be strong in the short term, but the upward space is limited, with the main contract reference range of 126,000 - 135,000 [2]. - **Methanol**: Methanex's production interruption in Chile has led to a price increase. The port is facing inventory accumulation in December, but the supply - demand balance sheet is expected to shift to destocking in the first quarter of the next year. The price in the inland area is expected to fluctuate slightly [3]. - **Iron Ore**: The price is supported by the steel mill's restocking expectation, but the supply is in the off - season. It is expected to be volatile and slightly strong, with the reference range of 770 - 840 [3]. - **Corn**: The upward momentum is insufficient, and the price has fallen after reaching a high. The short - term supply pressure exists, and the price is expected to be mainly short - term, with attention paid to the changes in farmers' selling mentality and policy releases [4]. 3.2 Financial Derivatives 3.2.1 Stock Index Futures - The A - share market shows a structural theme market, with the index oscillating at a high level. The short - term negative factors are exhausted, and the index has rebounded. It is recommended to hold a bull spread combination and sell a small amount of near - month out - of - the - money call options for hedging [5][7]. 3.2.2 Treasury Bond Futures - The bond market sentiment has recovered, but it is still fragile. It is expected to be in a volatile situation in the short term. After the New Year, attention should be paid to the capital flow, central bank's bond - buying, and other factors [8][10]. 3.3 Precious Metals - The Fed's December meeting minutes have a neutral impact. The precious metals market shows a differentiated trend. In the short term, it is recommended to wait and see, and in the medium - to - long - term, investors can consider bargain - hunting after the New Year [11][13]. 3.4 Shipping (Container Shipping Index - Europe Line) - The futures contract is in a consolidation phase, lacking obvious driving forces. It is expected to be in a volatile pattern in the short term [15]. 3.5 Non - Ferrous Metals - **Copper**: The price has corrected, and the spot discount has narrowed. The medium - to - long - term fundamentals are good, but the short - term price is overestimated. It is recommended to take profits on long positions at high prices [16][19]. - **Alumina**: Policy incentives are difficult to reverse the short - term supply - demand situation. The price is expected to fluctuate widely around the cash cost line. It is recommended to wait and see in the short term and short at high prices in the medium term [19][21]. - **Aluminum**: The market is dominated by the game between strong macro expectations and weak fundamentals. It is expected to be in a high - level wide - range oscillation. It is recommended to take profits on long positions at high prices [22][24]. - **Zinc**: The TC decline supports the price. The short - term price is expected to be volatile, with attention paid to import profitability, TC inflection points, and refined zinc inventory changes [27][30]. - **Tin**: The market sentiment has subsided, and the price has fallen sharply. It is recommended to wait and see, paying attention to the macro situation and supply - side recovery [30][35]. - **Nickel**: Driven by news and technical factors, the price has broken through the previous high. The short - term supply is still sufficient, and the price is expected to be strong in the short term, but the upward space is limited [35][37]. - **Stainless Steel**: The market is in a game between strong expectations and weak reality. It is expected to be in a strong - side oscillation, with attention paid to nickel ore news and steel mill production cuts [38][40]. - **Lithium Carbonate**: The end - of - year news has increased, and the price is expected to be in a wide - range oscillation. It is recommended to wait and see [42][44]. - **Polysilicon**: The price is in a high - level oscillation. In January, there is pressure to cut production due to weak demand. It is recommended to wait and see [45][47]. - **Industrial Silicon**: The price is in a low - level oscillation. Attention should be paid to the implementation of production cuts [47][49]. 3.6 Black Metals - **Steel**: The steel price is in a volatile trend. The production cut and inventory reduction support the price, but the weak demand limits the upward space. It is recommended to wait and see [49][51]. - **Iron Ore**: The price is supported by the steel mill's restocking expectation, but the supply is facing the off - season. It is expected to be volatile and slightly strong, with a short - term long - position attempt [52][53]. - **Coking Coal**: The spot price fluctuates, and the futures price has peaked and declined. It is recommended to short at high prices and consider a long - coking - coal short - coke arbitrage [55][59]. - **Coke**: The fourth round of price cuts has been launched. The supply - demand situation has weakened. It is recommended to short at high prices and consider a long - coking - coal short - coke arbitrage [60][64]. - **Ferrosilicon**: Production cuts have alleviated the supply - demand contradiction. The price is expected to be in a range - bound oscillation [65][68]. - **Silicomanganese**: The manganese ore supports the price, but the supply - demand contradiction still exists. The price is expected to be volatile, with interval operations recommended [69][71]. 3.7 Agricultural Products - **Soybean Meal**: The South American soybean harvest expectation suppresses the market. The domestic spot is loose. The short - term price is expected to be volatile, and cautious operation is recommended [72][74]. - **Pig**: The demand supports the market. The spot price is expected to be strong in the short term, and the futures price is expected to be in a strong - side oscillation [75][76]. - **Corn**: The upward momentum is insufficient, and the price has fallen after reaching a high. The short - term supply pressure exists, and the price is expected to be mainly short - term [77][79]. - **Sugar**: The raw sugar price is in a low - level oscillation. The domestic supply pressure restricts the price. It is recommended to short on rebounds [80][82]. - **Cotton**: The ICE cotton futures are in a bottom - level oscillation. The domestic price has reached a new high for the year. The short - term price may correct, and the medium - to - long - term trend is relatively optimistic [83][85]. - **Egg**: The supply is loose, and the demand is weak. The price is expected to be in a low - level oscillation [86][87]. - **Edible Oils**: The palm oil has a short - term upward trend, but the overall oils should not be over - bullish. Different oils have different price trends and risks [88][90]. - **Jujube**: The cost supports the price, but the consumption improvement is limited. Attention should be paid to the delivery situation of the 01 contract and the Spring Festival stocking [91][92]. - **Apple**: The demand is weak, and the price is declining. The short - term market is in a game between scarce delivery fruits and high - inventory ordinary fruits [93]. 3.8 Energy Chemicals - **PX**: The valuation has increased significantly, and the downstream negative feedback is prominent. The short - term price is under pressure. It is recommended to wait and see before the festival and go long at low prices in the medium term [94][95]. - **PTA**: The processing fee has recovered, and the downstream negative feedback is obvious. The short - term price is under pressure. It is recommended to wait and see before the festival and go long at low prices in the medium term [96][97]. - **Short - Fiber**: The supply - demand expectation is weak, and the price follows the raw materials. It is recommended to have the same strategy as PTA and short the processing fee at high prices [98]. - **Bottle Chip**: The cost is strong, and the supply expectation increases. The short - term processing fee will be compressed. It is recommended to have the same strategy as PTA and short the processing fee at high prices [99][101]. - **Ethylene Glycol**: The overseas supply is expected to shrink, but the near - month inventory accumulation expectation remains unchanged. It is recommended to conduct a reverse spread on EG5 - 9 at high prices [102]. - **Pure Benzene**: The supply - demand pattern is weak, and the price driving force is limited. The price is expected to be in a low - level oscillation [103][104]. - **Styrene**: The supply - demand expectation is weak, and the rebound space is limited. It is recommended to short above 6800 and short the processing fee at high prices [105][106]. - **LLDPE**: The basis remains stable, and the transaction is neutral. It is recommended to go long on the 2605 contract in the short term [107]. - **PP**: The supply and demand are both weak, and the price fluctuates slightly. Attention should be paid to the PDH profit expansion [107]. - **Methanol**: Affected by geopolitical factors, the price has strengthened. It is recommended to pay attention to the MTO05 spread contraction [108][109]. - **Caustic Soda**: The futures price has rebounded strongly, and the现货 price has declined steadily. The price is expected to be in a wide - range oscillation [109][110]. - **PVC**: The supply pressure has increased marginally, and the high - price transaction is light. The price is expected to weaken after a rebound [111][112]. - **Soda Ash**: The production rate has declined, and the inventory has decreased. It is recommended to wait and see [113][114]. - **Glass**: Supported by production line cold - repair and improved sales rate, the price is expected to be in a bottom - level oscillation and strengthen [113][115]. - **Natural Rubber**: The market sentiment has subsided, and it is recommended to hold short positions [117]. - **Synthetic Rubber**: The fundamental support is limited, and the price follows the commodity trend. It is expected to be in a wide - range oscillation between 11,200 - 12,000 [118][119].

2025 年 12 月 31 日 棕榈油：短期节奏反弹，驱动不强 豆油：单边区间为主，关注月差机会 | | | 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） 8,658 | 涨跌幅 1.72% | 收盘价 （夜盘） 8,644 | 涨跌幅 -0.16% | | --- | --- | --- | --- | --- | --- | --- | | | 豆油主力 | 元/吨 | 7,878 | 0.77% | 7,886 | 0.10% | | | 菜油主力 | 元/吨 | 9,086 | 0.51% | 9,098 | 0.13% | | 期 货 | 马棕主力 | 林吉特/吨 | 4,071 | 0.54% | 4,065 | -0.12% | | | CBOT豆油主力 | 美分/磅 | 49.39 | 0.20% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | 棕榈油主力 | 手 | 358,771 | 5 | 388,850 | -7,197 | | | 豆油主力 | 手 | 209,400 | 2,251 ...

| と期現日报 | | --- | | 投资咨询业务资格:证监许可 【2011】1292号 Z0019938 2025年12月31日 王涛辉 | | 田和 | | 12月30日 12月29日 涨跌 涨跌幅 | | 现价 江苏一级 8410 8390 20 0.24% | | 期价 Y2605 7878 7818 ୧୦ 0.77% | | 基差 Y2605 532 572 -40 -6.99% | | 现货墓差报价 江苏5月 05 + 520 05 + 520 0 - | | 仓单 28264 28264 0 0.00% | | 棕榈油 | | 12月30日 12月29日 涨跌幅 涨跌 | | 8590 100 现价 广东24度 8490 1.18% | | 期价 P2605 8658 8512 146 1.72% | | 星差 P2605 -68 -22 -46 -209.09% | | 现货墓差报价 广东5月 05 + 120 05 + 120 0 - | | 盘面进口成本 广州港5月 9099.8 9051.2 48.6 0.54% | | 盘面进口利润 广州港5月 -442 -539 97 18.07% ...

中国民航网 通讯员黄星云 报道：2025年，民航新疆管理局驻策勒县达玛沟乡古勒铁日干村、硝尔哈纳 村工作队扎根南疆大地，以新时代党的治疆方略为指引，坚决落实民航局党组和自治区党委各项工作部 署，以民航定点帮扶"五大工程"为重要抓手，将铸牢中华民族共同体意识融入帮扶全过程，在基层党 建、产业发展、民生服务三大领域精准发力，用实干与担当为乡村振兴注入强劲动能，让两村呈现出党 建强、产业兴、民生优的生动局面。 建强基层堡垒，激活治理"红色引擎" 工作队始终把党建引领作为驻村工作的核心，推动基层党组织从"有形覆盖"向"有效覆盖"深度转变。通 过"每日晨会""月度例会"常态化开展理论学习，组织党员干部深入学习习近平总书记关于乡村振兴的重 要论述及相关政策文件，让党的创新理论在基层落地生根。围绕党风廉政、去极端化等主题开展多场警 示教育，用鲜活案例教育党员干部，常态化筑牢思想防线。 在党务规范化建设上，工作队邀请专业力量开展"送党课到基层" 活动，规范"三会一课"和"三学三亮三 比"工作流程，让党务工作从"经验化"迈向"标准化"。按照"成熟一个、发展一个"的原则，严格依照和 田地区基层组织发展党员手册，积极、稳妥、有序， ...

从资金流向上来看，当日农产品加工板块主力资金净流出1.34亿元，游资资金净流入6275.32万元，散户 资金净流入7113.19万元。农产品加工板块个股资金流向见下表： 证券之星消息，12月30日农产品加工板块较上一交易日下跌0.77%，田野股份领跌。当日上证指数报收 于3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605198 | 安德利 | 38.07 | 1.01% | 1.84万 | 1 7066.80万 | | 666000E | 金龙鱼 | 29.02 | 0.48% | 5.70万 | 1.65亿 | | 000930 | 中根科技 | 5.80 | -0.34% | 9.03万 | 5246.60万 | | 000972 | *ST中基 | 3.78 | -0.53% | 4.30万 | 1621.72万 | | 002481 | 双塔食品 | 5.12 | -0.58 ...

作为首都"菜篮子""肉案子"保供的中坚力量，鹏程食品深耕猪肉产业链六十载，构建起全产业链闭环管 理体系，依托全产业链优势提供稳定供货与品质溯源保障；以厂家直营模式减少中间流通环节，让市民 以高性价比享受到优质猪肉产品。"农业产业化龙头+民生商超龙头"的深度融合，不仅实现企业互利共 赢，更打通农产品产销壁垒，构建本土产业协同新范式，为区域农商贸融合升级提供示范，同时推动北 京顺义农业产业升级。 12月27日，北京顺鑫控股集团有限公司与北京顺义本土商超龙头北京顺义商业集团有限公司(下称"顺 商")正式签署战略框架合作协议。根据协议，顺商旗下全部门店将全面引入北京顺鑫农业（000860）股 份有限公司鹏程食品分公司(下称"鹏程食品")猪肉产品，鹏程食品以厂家直营模式成为其猪肉生鲜产品 独家供应商。 以此次合作为起点，鹏程食品将持续深化肉食品产业链布局，优化产品供应与终端服务，拓宽民生服务 覆盖面，计划在北京大规模铺设直营门店及终端销售网络，实现在北京终端1.5公里网格型覆盖。 ...