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全球牛肉“通胀”,中国市场价格为何“独稳”
Bei Jing Shang Bao· 2025-11-09 13:54
线下门店牛肉产品价格也保持在合理范围。在朝阳某市场开设牛羊肉专卖摊位的陈亮表示,最近牛肉的进货价都差不太多,"每公斤也差不了一块钱,所以 我们的售价几乎没什么变化"。 正在菜鲜果美亚运村店挑选牛肉的市民耿女士表示:"感觉牛肉最近都是这个价格,跟去年比也没什么太大变化。" 供应充足+精准调控:国内稳价有支撑 国内牛肉价格"稳健"背后,是供应充足这一坚实基础。农业农村部发布的《2025年三季度全国畜牧业生产形势报告》显示,三季度全国肉牛出栏量达1820万 头,同比增长2.7%,环比增长3.1%;11月上旬,内蒙古、山东、河南等主产区的肉牛日均到货量环比增长6%,市场货源充足。国内牛肉产量的稳步增长, 为市场提供了有力保障。 同时,淘汰奶牛转肉用成为重要补充。随着国内乳制品行业结构调整,部分中小型乳企因成本压力淘汰低产奶牛,这些奶牛经检疫后转入肉类市场流通。据 中国畜牧业协会估算,2025年以来,淘汰奶牛转肉用的比例已达15%,每月可为市场增加约8万吨牛肉供给,占国内月度牛肉总产量的7.2%,有效填补了市 场供给缺口。 全球牛肉市场正经历着一场"高烧"行情。近日,麦当劳高管公开表示,牛肉价格正面临极高的通胀压力,给 ...
11月9日猪价来了!
Xin Lang Cai Jing· 2025-11-09 04:44
(来源:猪易通) 立冬后气温骤降,东北、华北地区家庭猪肉采购量增加,广西、云南等地腌腊零星开启,大规模备货尚 未启动,肥猪需求增量不足。河南今日猪价由稳转弱,广东继续稳定,散户大部分稳定为主。短期有北 方挺价情绪和南方腌腊预期支撑猪价。立冬来了,猪价要涨了吗? 600人参加2026生猪产业数据研讨会! 500余人参与2026种仔猪采销大会! 来源:市场资讯 山东,大场,稳定,价格6.15元/斤 山东,烟台,标6.23,中大6.45-7.56 山东,潍坊,6.123,323左右6.4 山东,泰安,6-6.12小杀6.234 山东,聊城,小杀6.234 山东,日照,标猪256的,昨天下午6.12,今早加一毛 山东,滨州,6.12 河南,洛阳,标猪5.89大猪6.23456 河南,郑州,标猪6.1 河南,信阳,400肥的 7块 河南,南阳,标猪5块9,稳定,323三元6.4 河南,济源,450斤的给6.6毛 河南,鹤壁,标猪5.9 河南,三门峡,标 5.95 河南,开封,323的也得6.34毛 河南,平顶山,410左右6.9 河南,驻马店,标猪5.9-6,430斤膘猪6.85 湖北,大场,涨1毛 湖北,武汉,6.7 ...
通讯丨中国农业专家助力莫桑比克筑牢动物疫病防线
Xin Hua Wang· 2025-11-09 04:39
Core Insights - Chinese agricultural experts are significantly enhancing Mozambique's animal disease prevention capabilities through training and technology transfer [1][2][3] Group 1: Training and Capacity Building - Chinese veterinary experts have conducted multiple training sessions on common cattle diseases, parasite control, and vaccination protocols, improving local livestock health management [1] - The introduction of advanced detection methods and equipment has empowered local technicians to perform their own sampling and testing, fostering independence in disease management [1] - Training on "vaccine filling and semi-automated techniques" has doubled the vaccine production efficiency, increasing daily output from 6,000 bottles to approximately 12,000 bottles [2] Group 2: Technology Transfer and Localization - Collaboration between Chinese experts and local technicians has led to the optimization of disease detection processes, enhancing accuracy and efficiency [2] - The transition from traditional manual filling to semi-automated operations in vaccine production represents a significant leap forward for local capabilities [2] - The focus on technology transfer and personnel training aims to establish a self-sufficient and reliable disease prevention system in Mozambique's livestock sector [3]
11月9日猪价 | 稳定为主,局部预期支撑上涨!
Xin Lang Cai Jing· 2025-11-09 02:40
今日全国生猪收购均价呈现上涨态势,标准体重生猪平均价格为5.99元/斤,环比昨日上涨0.01元/斤, 上涨地区13个,下跌地区1个,稳定地区14个,全国生猪收购最低价为广西,价格为5.6元/斤,最高价 为海南,价格为7.3元/斤。 来源:市场资讯 东北、华北地区家庭猪肉采购量增加,广西、云南等地腌腊零星开启,大规模备货尚未启动,肥猪需求 增量不足。河南今日猪价由稳转弱,广东继续稳定,散户大部分稳定为主。短期有北方挺价情绪和南方 腌腊预期支撑猪价。关注我带你了解最新的猪价行情。 | | | 猪价(仅供参考) | | | | --- | --- | --- | --- | --- | | | | 2025/11/9 | | | | 地区 | સ્ત્ર સ્સ્ | 猪价 | 体重 | 涨跌 | | 华东 | 史六 | 6.1~6.3 | 110kg | 流 | | | 山东 | 6.0~6.2 | 110kg | 本 | | | 安徽 | 6.0~6.3 | 110kg | :38 | | | 浙江 | 6.1~6.3 | 110kg | 法 | | | 江苏 | 6.0~6.3 | 110kg | 法 | | ...
10月CPI同比由降转涨,核心CPI涨幅连续六个月扩大
Sou Hu Cai Jing· 2025-11-09 02:05
Group 1 - In October, China's Consumer Price Index (CPI) rose by 0.2% year-on-year, reversing from a decline of 0.3% in the previous month, driven by effective domestic demand policies and the impact of the National Day and Mid-Autumn Festival holidays [1] - Food prices decreased by 2.9% year-on-year in October, with the decline narrowing by 1.5 percentage points compared to the previous month. Pork prices fell by 16%, with a reduction of 1.0 percentage point, while fresh vegetable prices dropped by 7.3%, a significant narrowing of 6.4 percentage points [1] - Non-food prices increased by 0.9% in October, with service prices rising by 0.8%, an increase of 0.2 percentage points from the previous month [2] Group 2 - The core CPI, excluding food and energy prices, rose by 1.2% year-on-year in October, marking the highest increase since March 2024 and expanding for six consecutive months [4] - The "old-for-new" policy has positively impacted the prices of automobiles and home appliances, contributing to the recent increase in core CPI [4] - Looking ahead, it is expected that the year-on-year decline in food CPI will significantly narrow in November due to a high base effect from the previous year [4] Group 3 - The chief economist at China Minsheng Bank indicated that as domestic demand and consumption policies take effect, the market supply-demand relationship is gradually improving, leading to a stable increase in consumer goods and service prices [5] - Key factors to monitor include the progress of pig production capacity reduction, the challenges posed by supply surplus and weak demand, and the impact of increased regulation on low-price competition among enterprises [5]
生猪期货迎来反弹?
Tianfeng Securities· 2025-11-08 23:32
Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints - The price of live hog futures rebounded on November 5, 2025, with the 2601 contract closing at 11,945 yuan/ton, up 1.57% from the previous day's settlement price. This rebound is due to policy guidance, supply - demand relationship, and market sentiment. However, the "strong supply and weak demand" pattern in the hog market remains unchanged, and supply pressure still needs attention [1]. - In the short term, there may be marginal improvement in hog prices, but considering the high level of breeding sows inventory, the supply pressure persists [2]. 3. Summary by Directory Demand - Real estate: This week, the transaction area of commercial housing in 20 cities decreased both month - on - month and year - on - year, with first - tier cities also showing a year - on - year decline. The transaction area of second - hand housing in key cities decreased month - on - month. For example, the second - hand housing transaction areas in Shanghai and Hangzhou decreased week - on - week [2][12]. - Consumption: Automobile consumption recovered, while movie - going consumption decreased year - on - year. The national migration scale index continued to decline, and subway ridership decreased [2]. As of the week ending October 31, the average daily retail sales of passenger cars increased by 77.4% week - on - week and 3.9% year - on - year. As of the week ending November 7, the national box office decreased by 22.2% week - on - week and 59.4% year - on - year. The national migration scale index decreased by 8.7% week - on - week, and the subway ridership in first - tier cities decreased by 2.6% week - on - week [36]. Production - Mid - upstream: The operating rate of Tangshan blast furnaces increased rapidly week - on - week by 16.3 percentage points. The operating rate of rebar decreased by 2.0 percentage points to 41.3%. The PTA operating rate decreased by 0.4 percentage points, and the operating rate of polyester filament in Jiangsu and Zhejiang increased by 0.1 percentage points. The operating rate of petroleum asphalt plants decreased by 1.8 percentage points to 29.7% [45]. - Downstream: The operating rates of automobile tires increased slightly. The operating rate of all - steel tires increased by 0.1 percentage points, stronger than the same period last year, and the operating rate of semi - steel tires increased by 0.3 percentage points, weaker than the same period last year [45]. Investment - Rebar: The apparent consumption of rebar decreased, and its price continued to decline. The apparent consumption of rebar decreased by 5.9% week - on - week to 218.5 tons, and the price decreased by 0.8% week - on - week to 3,227.8 yuan/ton. The price of asphalt decreased by 3.2% week - on - week to 3,168.6 yuan/ton [63]. - Cement: The cement shipping rate decreased by 0.3 percentage points to 37.2% week - on - week, the cement inventory ratio increased by 3.2 percentage points to 67.7%, and the cement price index increased by 0.3% week - on - week to 102.7 points [63]. Trade - Export: As of the week ending November 7, the container throughput of ports increased by 13.8% week - on - week, higher than the same period last year. The CCFI composite index continued to rise, increasing by 3.6% week - on - week. The freight rates of European, West - American, and East - American routes increased week - on - week by 3.25%, 5.37%, and 6.23% respectively. The BDI index increased by 2.4% week - on - week [76]. - Import: The CICFI composite index was 639.5 points, decreasing by 1.7% week - on - week [76]. Price - CPI: As of the week ending November 7, the 200 - index of agricultural product wholesale prices increased by 1.0% week - on - week. The price of pork increased by 0.8% week - on - week, the price of vegetables increased by 2.2% week - on - week, while the price of eggs decreased by 1.2% week - on - week and the price of fruits decreased by 0.4% week - on - week [88]. - PPI: The Nanhua industrial product price index decreased by 1.1% week - on - week. The spot price of Brent crude oil decreased by 1.2% week - on - week, the WTI crude oil futures price decreased by 1.0% week - on - week, the settlement price of IPE UK natural gas futures increased by 3.3% week - on - week, the COMEX gold futures price decreased by 0.1% week - on - week, and the LME copper spot price decreased by 2.4% week - on - week [94]. - Commodity Futures: As of the week ending November 7, the settlement price of live hog futures increased by 3.1% week - on - week, the settlement price of urea futures increased by 2.7% week - on - week, and the settlement price of glass futures increased by 2.2% week - on - week. The settlement price of asphalt futures decreased by 6.8% week - on - week, the settlement price of polysilicon futures decreased by 4.3% week - on - week, and the settlement price of rebar futures decreased by 3.4% week - on - week [107]. Interest - Bearing Bond Tracking - Next week (November 10 - 14), the disclosed issuance of interest - bearing bonds is 53.11 billion yuan, with a net financing of 22.95 billion yuan. Among them, the issuance of national bonds is 20.6 billion yuan, with a net financing of 17.6 billion yuan; the issuance of local bonds is 28.51 billion yuan, with a net financing of 24.28 billion yuan; the issuance of policy - financial bonds is 4 billion yuan, with a net financing of - 18.93 billion yuan [111]. - As of November 7, the total issuance and disclosed issuance scale of this year's replacement bonds is 2.0024 trillion yuan, and the 2 - trillion - yuan debt - resolution quota has been basically issued. The cumulative issuance progress of new general bonds is 86.3%, and the cumulative issuance progress of new special bonds is 91.1% [113][115]. Policy Weekly Observation - On November 4, the central bank resumed open - market national bond trading, with a net investment of 20 billion yuan in October, which helped stabilize the bond market, expectations, and confidence. In addition, the central bank had a net withdrawal of 595.3 billion yuan through short - term reverse repurchase and a net investment of 400 billion yuan through outright reverse repurchase, and a net investment of 200 billion yuan through medium - term lending facilities in October [122]. - Other policies include the State Council's deployment of new scenarios for large - scale application, adjustment of tariffs on US - imported goods, and real - estate policies in Hubei and Sichuan [122].
太会吃了!又到成都人盯上羊肉的时候
Sou Hu Cai Jing· 2025-11-08 18:56
羊肉消费旺季来临 香浓暖胃的羊肉汤 再次成为成都人餐桌上 当之无愧的主角 "立冬前两天就开始需求增长,每天都要线下供货10余只肉羊,电商下单还有200多单。"李勇养了1000余头简州大耳羊,从每年国庆节到来年春节,是他 集中卖羊的时间。"今年销售量和往年差不多,但价格会涨10%—15%。"李勇说,今年活羊每斤16元;羊肉每斤52元。 今年冬季,羊肉价格如何? 成都人又有哪些吃羊肉的新花样? 记者进行了探访 价格上涨10% 冬至前20天是高峰 11月7日,简阳市三合镇利木村,简阳市沐风养殖专业合作社负责人李勇一大早就忙前忙后。当天,他要给周边羊肉汤店供货10只肉羊。 不只在简阳。"羊肉好多?""是啥子品种的?"成都市青羊区清溪菜市一处摊位前,购买羊肉的市民络绎不绝。"青海藏羊38元一斤,盐池滩羊36元一 斤。"经营者丁秀芳告诉记者,这两天羊肉的进货价比去年同期上涨10%,拿货价每斤贵了3-4元左右。"现在价格随时变动,昨天的拿货价比今天还便宜1 元,现在到冬至都是旺季。"她补充道,尽管略有涨价,但销量进入11月起就稳步增长,消费者购买力强劲。 再看行业大方向。川内较大的批发交易市场——海吉星·成都市场管理方相关 ...
四川云牛牧业有限公司成立 注册资本1000万人民币
Sou Hu Cai Jing· 2025-11-08 12:55
Core Viewpoint - Sichuan Yunniu Animal Husbandry Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on livestock breeding and fertilizer production [1] Company Overview - The legal representative of the company is Tu Zunsheng [1] - The company is involved in various licensed activities including livestock breeding and animal husbandry [1] - General business activities include livestock sales, fertilizer sales, and research and development of compound microbial fertilizers and biological organic fertilizers [1] Regulatory Compliance - The company will conduct business activities in accordance with relevant departmental approvals and permits [1] - Specific business projects are subject to approval documents or licenses from relevant authorities [1] - The company is allowed to independently conduct business activities as per its business license, except for projects requiring special management measures [1]
11月8日猪价 | 北涨南稳,但无持续上涨支撑!
Xin Lang Cai Jing· 2025-11-08 11:04
今日由于大场拉涨,多地猪价迎来上涨,但是需求疲软,上涨较为乏力,今日东北、华北地区标猪报价 5块9到6块2,上涨一毛左右,北方价格有偏强预期,今日河南一哥出栏价格上涨5分,报价6块1左右, 广东大场挂牌价格稳定在6块3,目前北方偏强,南方稳定,短期猪价想上涨还得看终端需求。关注我带 你了解最新的猪价行情。 | | | 猪价(仅供参考) | | | | --- | --- | --- | --- | --- | | | | 2025/11/8 | | | | 地区 | સ્ત્ર (સ) | 猪价 | 体重 | 涨跌 | | | 史海 | 6.1~6.2 | 110kg | 演 | | | 山东 | 6.0~6.2 | 110kg | 涨 | | | 安徽 | 6.0~6.2 | 110kg | 源 | | 华东 | | | | | | | 浙江 | 6.1~6.2 | 110kg | 法 | | | 江苏 | 6.0~6.2 | 110kg | 演 | | | 福建 | 6.1~6.2 | 110kg | 本 | | | 江西 | 5.8~5.9 | 110kg | 演 | | रूफ | 湖北 | 5.7~ ...
朔风起,伽师羊陪您温暖过冬|疆品上新⑩
Nan Fang Nong Cun Bao· 2025-11-08 06:34
朔风起,伽师羊 陪您温暖过冬| 疆品上新⑩_南 方+_南方plus 南疆的风裹着沙 砾,吹过胡杨, 吹过伽师羊的脊 背。风沙塑造的 不仅是戈壁的轮 合米提江·吐尔洪 摄 刀郎羊,是伽师 羊当中的佼佼 者。作为新疆优 质的地方肉羊品 种,刀郎羊天生 耐粗饲、抗逆性 强,世代繁衍于 盐碱戈壁之间。 它们饮的是昆仑 雪水,啃的是耐 旱牧草,肌间脂 肪分布均匀,肉 质细嫩不膻。如 今,伽师县以伽 师羊为主导,合 理布局畜牧养殖 种类和品种结 构,积极推进全 产业链养殖模 式,更借助"疆 品南下 粤品北 上"工程,这份 源自南疆的鲜 美,走上粤港澳 大湾区市民的餐 桌。 冬伊始,朔风 起,不妨让焦香 的烤串、家常的 抓饭、原汁原味 的手抓羊肉,陪 您温暖过冬。 廓,更是一种生 命的韧性——千 百年来,伽师羊 在这片土地上代 代繁衍。从逐草 而居的野性生 灵,到被牧民世 代守护的伙伴, 最终成长为伽师 县"五大支柱"产 业之一,成为推 动地方经济发 展、助力农民增 收的重要引擎。 一根烤串,点燃 丝路烟火气 新疆的烤串,自 带一股不拘小节 的豪迈。肥瘦相 间的新鲜羊肉, 厚切成块,穿在 铁钎或是红柳枝 上,静待炭火的 洗 ...