| 交易日期 | 证券代码 | 证券简称 | 成交价值 (元) | 成交星 | 成交更额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 025-12-09 | 866000 | 隆平高科 | 9.40 | 100.00 | 940.00 中信证券股份有限 | | 中信建投证券股份 | | | | | | | | 公司北京总部证券 | 有限公司长沙金星 | | | | | | | | 营补部 | 中路证券营业部 | | 权益类证券大宗交易 (协议交易) | | --- | | 证券简称 | | 成交价格 | | 成交量 | | 成交金额 | | お鳥日期 证券代码 3 | 12月9日，隆平高科大宗交易成交100万股，成交额940万元，占当日总成交额的5.25%，成交价9.4元， 较市场收盘价9.52元折价1.26%。 ...

特朗普表示，美国农民面临通胀冲击，陷入破产，但原因在于上届政府。他表示，政府还将放松美国农 机企业在环保方面的要求。 新华财经纽约12月9日电（记者刘亚南） 美国总统特朗普8日在白宫宣布，联邦政府将为美国农民提供 规模为120亿美元的救助。美国农业部官网显示，这一举措旨在应对目前贸易市场混乱和农业生产成本 上涨问题。 特朗普政府今年早些时候出台大范围加征关税政策，扰乱全球贸易秩序，导致美国出口市场受阻。美国 大豆和玉米等农产品售价低迷，加上化肥和农用机械成本升高，不少农民陷入困境。 根据安排，110亿美元将会在美国农业部新设定的"农民过桥救助"项目下一次性支付给农民，另外10亿 美元则预留给其他未能涉及的农作物种植户。美国农业部长布鲁克·罗林斯表示，预计在12月底公布救 助标准，明年2月底救助资金完成发放。 （文章来源：新华社） 不少美国农民对上述救助措施表达不满，认为救助的时间太晚，数额也不高，假如没有大范围加征关 税，农民们的收入根本不会受影响。 ...

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市 公司传播ESG理念，提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 （来源：易碳家） 11月16日，经济合作与发展组织（OECD）发布题为《2025年有效碳率：能源使用税与碳定价的最新趋 势》（Effective Carbon Rates 2025： Recent Trends in Taxes on Energy Use and Carbon Pricing）的报告指 出，近年来碳定价在各国与各行业之间继续扩大，设计方案日益多样化和灵活，以平衡减排、增加公共 收入、加强能源负担能力、增强能源安全和提升竞争力等各种政策目标。报告分析了2018—2023年79个 国家碳税、排放交易体系（ETS）与燃料消费税的演化特征，这些国家温室气体排放量占全球温室气体 排放总量的82%。报告的主要结论如下： 1 2018年以来，有效碳税率（Effective Carbon Rates， ECR）一直在上升。 ECR的分布并不均衡，2023年，约16%的温室气体排放征收的ECR超过30欧元/tCO₂e，约11%的温室气 体排 ...

农产品日报 | 2025-12-09 粕类观点 市场要闻与重要数据 期货方面，昨日收盘豆粕2605合约2778元/吨，较前日变动-43元/吨，幅度-1.52%；菜粕2605合约2342元/吨，较前 日变动-35元/吨，幅度-1.47%。现货方面，天津地区豆粕现货价格3070元/吨，较前日变动+0元/吨，现货基差M05+292， 较前日变动+43；江苏地区豆粕现货3020元/吨，较前日变动+0元/吨，现货基差M05+242，较前日变动+43；广东地 区豆粕现货价格3010元/吨，较前日变动跌+10元/吨，现货基差M05+232，较前日变动+53。福建地区菜粕现货价格 2550元/吨，较前日变动+0元/吨，现货基差RM05+208，较前日变动+35。 近期市场资讯，布宜诺斯艾利斯谷物交易所称，阿根廷大豆播种进展依然落后。截至12月3日，阿根廷2025/26年度 大豆进度达到44.7%，高于一周前的36%，但是同比落后9%，比五年均值落后1.1%。咨询公司Patria Agronegocios 周六在一份声明中称，巴西大豆种植户已经基本完成2025/26年度作物的播种，大约91%的农田已经完成。 市场分析 当前供需 ...

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Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The report analyzes the economic situation and market trends of various commodities. It points out that China will continue to implement a more proactive fiscal policy and a moderately loose monetary policy in 2026, aiming to promote stable economic development and improve quality and efficiency. The market trends of different commodities are affected by multiple factors such as supply - demand relationships, international policies, and macro - economic indicators [1][6]. 3. Summary by Directory I. Main News on the Day - **International News**: The Chinese Foreign Ministry spokesman responded to the Japanese Prime Minister's remarks on Taiwan, emphasizing that Asian neighbors and the international community should remain vigilant and urging Japan to reflect on its actions [6]. - **Domestic News**: The Political Bureau of the CPC Central Committee held a meeting to analyze the economic work in 2026, emphasizing the implementation of proactive fiscal and moderately loose monetary policies, and highlighting the importance of people's livelihood and economic planning [6]. - **Industry News**: From January to November, the sales revenue of the mobile communication equipment retail industry and the household appliance retail industry increased by 20.3% and 26.5% respectively year - on - year, and the sales revenue of new energy passenger cars increased by 19.1% year - on - year [6]. II. Daily Returns of Foreign Markets - The S&P 500 index decreased by 0.35%, the FTSE China A50 futures increased by 0.87%, ICE Brent crude oil decreased by 2.16%, and LME copper increased by 0.09% on December 8 compared with December 7 [7]. III. Morning Comments on Major Commodities - **Financial Commodities** - **Stock Index**: Before the policies of the Fed's December interest - rate meeting and the Central Economic Work Conference are officially announced, the stock market is expected to be volatile, and funds may be more cautious. After the policies are clear, market risk appetite is expected to increase [8]. - **Treasury Bonds**: The long - term Treasury bond futures prices remain weak due to factors such as the expected increase in policy introduction, the reduction of demand for long - term Treasury bonds, and the impact of new fund sales regulations [2][9][10]. - **Energy and Chemical Commodities** - **Crude Oil**: The overall downward trend of crude oil is difficult to reverse. The US labor market shows signs of stagnation, and the sanctions on Russian oil companies may have only a short - term impact on supply [11]. - **Methanol**: Methanol is expected to be weak in the short term. The domestic methanol plant operating rate has increased, and the coastal inventory has decreased, but it is still at a high level [12]. - **Rubber**: The rubber price is expected to fluctuate widely in the short term. Overseas supply pressure exists, while domestic supply elasticity is weak, and demand supports the stable operation of the all - steel tire industry [13]. - **Polyolefins**: Polyolefins are in a low - level oscillation process. The downstream demand is stable, but market sentiment is affected by the weakness of crude oil and other commodities [14]. - **Glass and Soda Ash**: Both glass and soda ash are in the process of inventory digestion. The market is cautious. The adjustment effect of the glass supply side needs time, and the supply - demand digestion pressure of soda ash increases [15][16]. - **Metals** - **Precious Metals**: Although precious metals are weakly volatile in the short term, the long - term upward trend remains unchanged due to factors such as the weakening of the US dollar and central bank gold purchases [17]. - **Copper**: The copper price closed lower at night. The concentrate supply is tight, and the global copper supply - demand is expected to turn into a deficit due to mining supply disruptions [18]. - **Zinc**: The zinc price closed lower at night. The zinc concentrate supply is temporarily tight, and the overall supply - demand difference is not obvious, but market sentiment needs to be concerned [19]. - **Aluminum**: The short - term aluminum price may face a correction. The long - term supply limitation and low inventory support the aluminum price, and the medium - to - long - term outlook is optimistic [20]. - **Lithium Carbonate**: The current price of lithium carbonate has a high risk of chasing up. In the long term, it is recommended to take a bullish approach after a correction [21][22]. - **Black Commodities** - **Coking Coal and Coke**: The coking coal and coke futures are expected to fluctuate in the short term. The demand for coking coal and coke is affected by the expected reduction in iron - making production, but policy expectations may provide upward momentum [23]. - **Iron Ore**: The iron ore price is expected to fluctuate slightly stronger in the short term. The market shows an increase in supply and a decrease in demand, but the low inventory level of steel mills and the obvious discount of the futures price support the price [24]. - **Steel**: The steel price is expected to fluctuate strongly in the short term. The market is in a situation of weak supply and demand, but the positive macro - expectations and the stability of raw material prices support the price [25]. - **Agricultural Products** - **Protein Meal**: The protein meal is expected to be weak. The Brazilian soybean planting progress is accelerating, and the domestic supply expectation is sufficient, which puts pressure on the price [26][27]. - **Oils and Fats**: Oils and fats are running weakly. The palm oil production recovery is lower than expected, but inventory accumulation may limit the upside. The arrival of Australian rapeseed eases the supply shortage expectation of rapeseed oil [3][28]. - **Sugar**: The domestic sugar price is expected to fluctuate at a low level. The international sugar price is affected by the production and export situation of Brazil and India, while the domestic supply pressure is increasing seasonally [29]. - **Cotton**: The cotton price is expected to fluctuate strongly in the short term. The domestic supply is relatively sufficient, and the downstream demand and macro - sentiment support the price, but the upside space may be limited [30]. - **Shipping Index** - **Container Shipping to Europe**: The 02 contract of container shipping to Europe is expected to fluctuate, and the 04 contract may decline further. The market is affected by factors such as the supply - demand relationship and the potential resumption of shipping in the Red Sea [31].

2025年以来，湖南永州市金融系统坚持守正创新，严格落实适度宽松的货币政策，因地制宜加快产业跃 升，不断为永州经济发展注入金融动能。截至今年10月末，辖内各项存款余额4090.45亿元，同比增长 8.54%，各项贷款余额2861.04亿元，同比增长3.94%，全市生产总值增速连续三个季度位居全省前列， 多项经济指标位居全省前列。 系统谋划 中国人民银行永州市分行联合市政府举办全市金融机构主要负责人座谈会、金融高质量发展座谈会、重 大项目和产业联盟政银企对接会等各类会议和活动，及时传达适度宽松货币政策要求；对全市银行机构 的信贷投放进行测算和摸底，及时掌握全市银行机构信贷投放情况，强化对金融工作的统一部署，推动 辖内信贷平稳增长。 为加快推动货币信贷政策落地落实，中国人民银行永州市分行对重大项目融资开展定期调度，建立"政 银企"常态化对接机制，构建"三位一体"金融"生态圈"；组织开展"走基层、转理念、优服务""行长走市 县·金融送解优"等走访调研，真正做到一线调研走访，协调解决问题。 中国人民银行永州市分行引导全市金融机构加大对重点产业、中小微企业和乡村振兴领域的信贷投放。 截至今年10月末，全市制造业贷款和制 ...

文字早评 2025/12/09 星期二 宏观金融类 期指基差比例： IF 当月/下月/当季/隔季：-0.18%/-0.53%/-0.99%/-2.01%； IC 当月/下月/当季/隔季：-0.40%/-1.14%/-2.78%/-5.77%； IM 当月/下月/当季/隔季：-0.57%/-1.61%/-3.73%/-7.04%； IH 当月/下月/当季/隔季：-0.14%/-0.33%/-0.44%/-0.94%。 【策略观点】 年底部分资金兑现收益，市场面临一定的不确定性。但从大方向看，政策支持资本市场的态度未变，短 期重点关注 12 月份的中央政治局会议及中央经济工作会议，中长期仍是逢低做多的思路为主。 国债 股指 【行情资讯】 1、中共中央政治局召开会议 分析研究 2026 年经济工作； 2、征求对经济工作的意见和建议 中共中央召开党外人士座谈会 习近平主持并发表重要讲话 李强 通报有关情况 蔡奇丁薛祥出席； 3、乘联分会：11 月全国乘用车市场零售 224.4 万辆 同比下降 8.5%； 4、美国银行预测大宗商品将成为 2026 年最佳投资选择，因减税和降息政策将激发新一轮经济增长，大 宗商品有望表现 ...

日度报告——综合晨报 [T报ab告le_日R期an：k] 2025-12-09 宏观策略（黄金） 黄金 ETF 持有量微降 金价震荡收跌白银高位回落，市场等待本周美联储降息落地， 缺乏增量利多后步入盘整阶段，如果是鹰派降息落地则面临回 调风险，市场对降息 25bp 已经充分定价。 中央政治局会议召开 宏观策略（股指期货） 中央政治局会议召开 晨 宏观策略（国债期货） 报 11 月中国出口增速超预期 短线市场调整风险或并未完全释放，但做多胜率和赔率均较此 前上升。 农产品（豆粕） 上周豆粕库存略降 美国将我国采购 1200 万吨大豆的目标延期至 2 月底，关注今晚 USDA 月度供需报告。我国 11 月进口大豆 810.7 万吨，同环比国 内大豆供应仍然充足，豆粕库存维持高位。 黑色金属（螺纹钢/热轧卷板） 中国工程机械工业协会：11 月我国挖掘机开工率为 57% 综 合 11 月中国出口大超预期，贸易顺差快速积累，前 11 月已超 1 万 亿美元，对经济形成较强支撑。出口链或成为 2026 年增长最为 强劲的板块。 钢价震荡回落，市场走弱一方面由于政治局会议并未提出明显 政策增量，市场预期转弱。另一方面在于双 ...

本报北京12月8日电 （记者郁静娴）从近日召开的农业农村标准化工作推进会上获悉：我国将加快构建 适应高质量发展要求的农业农村标准体系，以标准升级引领农业农村高质量发展。 《 人民日报 》（ 2025年12月09日 03 版） (责编：赵欣悦、袁勃) 关注公众号：人民网财经 农业农村部将一体推进标准制定、应用、管理。围绕农业农村现代化重点任务，补齐标准空白缺项，加 快重点和新兴领域标准制定；全面强化标准管理，健全标准立项评估、审查、评价机制，切实提升标准 的科学性、前瞻性和实用性；因地制宜优化地方标准，上下协同健全农业农村标准体系；多措并举推动 标准落地实施，坚持监督和服务并举，抓住新型农业经营主体这个关键，辐射带动小农户提高标准化生 产水平；提高标准国际化水平，深度参与国际标准制修订，提高我国在农业标准领域的国际话语权和影 响力。 ...