Core Viewpoint - The Huangshi Market Supervision Administration has conducted a food safety inspection, revealing that out of 624 food samples tested, 613 passed while 11 were found to be non-compliant, highlighting ongoing food safety concerns in the region [3][4]. Summary by Categories Inspection Results - A total of 624 food samples were tested, covering 21 categories including grain products, edible oils, pastries, alcoholic beverages, meat products, beverages, condiments, tea, eggs, dairy, vegetable products, frozen foods, canned goods, aquatic products, starch, honey, fruit products, convenience foods, catering foods, and agricultural products [3]. - Of the 624 samples, 613 were compliant, resulting in a compliance rate of approximately 98.24% [4]. Non-compliance Details - The 11 non-compliant samples included: - 1 batch of condiments with excessive sulfur dioxide residue - 3 batches of vegetable products with violations related to lemon yellow, benzoic acid, and sorbic acid - 2 batches of agricultural products with pesticide residues (thiamethoxam and enrofloxacin) - 5 batches of catering foods with issues related to anionic synthetic detergents, sodium saccharin, sweeteners, and coliform bacteria [4][5]. Follow-up Actions - The Huangshi Market Supervision Administration has mandated immediate investigation and handling of the non-compliant products, including actions such as removal from shelves, recalls, and sales suspensions, along with further legal investigations [5].

Group 1 - The EU is preparing to sign a temporary "framework" agreement with the US, setting the tariff rate at 10%, which is equal to the baseline tariff imposed on the UK [1] - The US has proposed a draft agreement that offers limited tariff exemptions only for specific sectors like aircraft and spirits, while key industries such as automotive and pharmaceuticals receive no exemptions [2] - The EU is expected to face challenges in negotiations, as it is unlikely to achieve the same tariff reductions as the UK, particularly in steel and automotive sectors [2][3] Group 2 - The EU's negotiation strategy has faced criticism from businesses and some European countries, with calls for a quicker agreement [3] - In contrast, the UK has successfully negotiated a trade agreement with the US, reducing tariffs on automotive imports and securing zero tariffs on steel and aluminum products [4] - The UK’s approach has been characterized as a straightforward business transaction, allowing for flexibility and understanding of US objectives [4]

Core Insights - The global commodity market exhibits a complex technical landscape as of July 9, 2025, with various futures reflecting market participants' expectations for future price movements [1] - Technical analysis tools are crucial for assessing commodity price trends, with pivot point analysis providing clear identification of key price ranges for different commodities [3] Precious Metals and Energy Commodity Technical Patterns - Spot gold's pivot point is set at $3311.43 per ounce, with a support and resistance range from $3218.5 to $3394.45 per ounce, indicating market divergence on gold's value [4] - Spot silver shows a more concentrated technical performance, with a pivot point at $36.62 per ounce and a narrower support and resistance range of $35.79 to $37.56 per ounce, reflecting its dual industrial and investment characteristics [4] - NYMEX platinum's pivot point is at $1381.52 per ounce, with a wider support and resistance range from $1315.74 to $1450.74 per ounce, highlighting changes in supply-demand dynamics and industrial demand uncertainty [4] - WTI crude oil's pivot point is at $68.1 per barrel, with a support and resistance range of $65.71 to $70.45 per barrel, indicating a balanced state in the current oil market [4] Agricultural Commodity Futures Market Dynamics - The agricultural futures market shows a clear divergence, with most contracts declining as of July 7, 2025, particularly coffee futures, which fell 4.06% to 277.85 cents per pound [5] - Cocoa futures were the only commodity to rise, increasing by 2.32% to $8289.00 per ton, contrasting with the downward trend in other agricultural products [6] - Chicago Board of Trade agricultural futures also faced downward pressure, with soybean futures down 2.72% to 1020.75 cents per bushel and corn futures down 3.93% to 403.75 cents per bushel [6] - Historical data from July 3, 2025, shows a different market pattern, with most agricultural futures closing higher, indicating the sensitivity of the agricultural market to external factors [6]

重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。我司不会因为关注、收到或阅读 本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 投资咨询业务资格：证监许可【2012】669号 国内商品期货涨跌互现，集运欧线大幅上涨 ——中信期货晨报20250709 中信期货研究所 仲鼎 从业资格号F03107932 投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 | 国内主要商品涨跌幅 | 板块 | 品种 | 现价 | 日度涨跌幅 | 周度涨跌幅 | 月度涨跌幅 | 季度涨跌幅 | 今年涨跌幅 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

农产品日报 | 2025-07-09 现货价格承压，豆粕维持震荡 粕类观点 市场要闻与重要数据 期货方面，昨日收盘豆粕2509合约2935元/吨，较前日变动-2元/吨，幅度-0.07%；菜粕2509合约2576元/吨，较前日 变动-3元/吨，幅度-0.12%。现货方面，天津地区豆粕现货价格2850元/吨，较前日变动-20元/吨，现货基差M09-85， 较前日变动-18；江苏地区豆粕现货2780元/吨，较前日变动-10元/吨，现货基差M09-155，较前日变动-8；广东地区 豆粕现货价格2780元/吨，较前日变动跌-10元/吨，现货基差M09-155，较前日变动-8。福建地区菜粕现货价格2580 元/吨，较前日变动+0元/吨，现货基差RM09+4，较前日变动+3。 近期市场资讯，美国农业部作物周报显示，截至7月6日当周，美国大豆优良率66%，一周前66%，上年同期68%， 与市场预期相符；大豆出苗率96%，一周前94%，上年同期98%；大豆开花率32%，一周前17%，上年同期32%； 大豆结荚率8%，一周前3%，上年同期8%。 市场分析 整体来看，近月到港维持千万吨级以上，油厂大豆和豆粕库存增加较快，预计在新季 ...

Core Viewpoint - Lanzhou's Xigu District is leveraging its resource endowment and industrial foundation to promote rural revitalization through the integration of agriculture, culture, and tourism, focusing on five key特色产业 (characteristic industries) to drive economic growth and improve the quality of life for farmers [1]. Group 1: Tourism Development - The district is enhancing winter tourism by improving infrastructure, including a 1.2 km ecological walking path and a parking lot with over 500 spaces, which has increased visitor capacity and experience [1]. - New entertainment projects have been introduced, such as a carousel and small train, which have transformed short visits into deeper experiences, with daily visitor numbers exceeding 2,000 [1]. - A new agricultural market has been established with an investment of 3.15 million yuan, promoting local products and generating over 300,000 yuan in additional income for villagers during off-peak seasons [1]. Group 2: Agricultural Innovation - The district is focusing on corn seed breeding as a key agricultural initiative, investing 27 million yuan in infrastructure, including 3.56 km of irrigation channels and 20.2 km of hardened roads [2]. - Smart agriculture technologies have been implemented with a 10 million yuan investment, enhancing monitoring and management of the breeding environment, significantly improving research efficiency [2]. - A modern corn breeding experimental park has been established on 500 acres, resulting in the development of 40 corn varieties that have been approved for large-scale promotion in several provinces [2]. Group 3: Livestock Farming - The district is developing diverse livestock farming, including a藏香猪 (Tibetan fragrant pig) breeding base, which has an annual output of over 300 pigs, becoming popular in the local meat market [3]. - A梅花鹿 (sika deer) breeding base is being developed, integrating tourism with deer farming, offering unique experiences for visitors [3]. - The district is also focusing on鸵鸟 (ostrich) and赛马 (racehorse) breeding, creating a comprehensive industry chain that supports local economic growth [3]. Group 4: Local Products - The district is enhancing its特色农产品 (characteristic agricultural products), including土蜂蜜 (local honey) and土酒枣 (local jujube), through cooperative models that increase production and market reach [4]. - The development of散养鸡 (free-range chicken) and土鸡蛋 (local eggs) is being promoted through a sustainable agricultural model, ensuring high-quality products for consumers [4]. - The district is capitalizing on its geographical advantages to produce高质量冬麦面 (high-quality winter wheat flour), catering to health-conscious consumers [4]. Group 5: Culinary Tourism - The district is promoting特色美食 (specialty cuisine) such as马俊水盆羊肉 (Majun water basin lamb) and黄河鲤鱼 (Yellow River carp), enhancing local culinary standards and attracting tourists [5][6]. - The development of特色小吃 (special snacks) like新春鲜卤肥肠 (New Spring braised intestines) is being supported to diversify the local food offerings [6]. - The integration of local ingredients and traditional cooking techniques is aimed at creating a unique culinary identity that appeals to visitors [6].

国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示， 我国谷物、肉类、花生、茶叶、水果等农产品产量位居世界首位，全球每5斤谷物就有1斤多产自中国。 能源自给率保持在80%以上，2024年油气总产量首次超过4亿吨油当量、发电量达10万亿千瓦时。（新 华社） ...

gtaxinstitute@essence.com.cn (原油) 隔夜国际油价上行，布伦特09合约涨0.62%。 美国EIA库存超预期增加712.8万桶,OPEC+延续快速 增产策略强化年内特别是四季度的供需宽松预期。但从三季度时间窗口来看,一方面石油旺季消费 对原油实货采购构成支撑，欧洲柴油的供应犹动引发炼化利润修复预期；另一方面，已被延期至8月 1日执行的美国对等关税最终博弈结构大概率弱于4月初水平,围绕伊核争端的中东地缘风险亦未彻 底消除,我们对三季度原油价格仍持底部抬升、震荡偏强判断,空头策略需等待旺季影响弱化后再 行介入。 (铸造铝合金) 铸造铝合金跟随沪铝波动，保太ADC12报价稳定在19500元，基差走低存在一定期现套利机会，交割 品牌溢价成交。铝和铸造铝合金现货价差扩大至千元以上但盘面上AL2511与AD2511价差维持在400- 500元波动，价差如有扩大考虑多AD空AL介入。 隔夜贵金属回落。上周美国非农数据超预期令市场放弃对7月降息押注，降息暂时落空后市场焦点转 向即将到期的美国关税政策，特朗普对部分国家加征关税但将最后期限延长至8月1日给各方谈判提 供了缓冲，同时他表示拟对铜加征50 ...

Group 1 - The event "Cangzhou Agricultural Products Promotion and Cangzhou Dry Saline Wheat Brand Launch" was held in Beijing, focusing on deepening the coordinated development strategy of Beijing-Tianjin-Hebei and promoting rural revitalization and brand agriculture [1] - The event featured over 80 agricultural enterprises from Cangzhou and more than 100 channel merchants from Beijing, aiming to create a blueprint for high-quality agricultural development [1] - The "Cangzhou Dry Saline Wheat" regional public brand was officially launched, highlighting the unique quality and market potential of this wheat variety [1] Group 2 - Five companies, including Hebei Leshou Duck Industry Co., Ltd. and Huanghua Tian Tian Food Development Co., Ltd., showcased their strengths in deep processing product development and supply chain services during the enterprise promotion session [2] - Seven companies received authorization to use the "Cangzhou Dry Saline Wheat" brand logo, indicating a unified branding strategy to enhance market presence [2] - A delegation from Cangzhou's agricultural enterprises visited leading agricultural innovation parks to learn about advanced practices in large-scale production and brand management [2] Group 3 - The successful hosting of the event signifies a higher dimension of agricultural collaboration in the Beijing-Tianjin-Hebei region, with Cangzhou leveraging its resources to build a comprehensive industrial chain from scientific planting to end consumption [3] - Cangzhou's high-quality agricultural products, including vegetables and aquatic products, are expected to integrate into the capital's consumer market, broadening income avenues for farmers [3] - The initiative aims to activate the internal dynamics of rural revitalization, transforming saline-alkali land into fertile ground for agricultural development [3]

投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20250709 联系人 李婷、黄蕾、高慧、王工建、赵凯熙 电子邮箱 jytzzx@jyqh.com.cn 电话 021-68555105 主要品种观点 宏观：铜、药、半导体关税将至，A 股反弹接近前高 海外方面，美国"软数据"继续修复，6 月纽约联储一年期通胀预期降至五个月低点 3%， 居民裁员担忧减轻。关税加征与谈判节奏趋稳，市场避险情绪缓解，美国财长与日本首席谈 判代表通话，或于下周访日。特朗普宣布拟加征铜关税 50%，药品关税最高达 200%，制药 业获 18 个月调整缓冲期，半导体关税即将公布，对欧盟关税信函或将两日内发出。商务部 长卢特尼克称，将在未来两天发出 15–20 封关税信函，铜关税最快 7 月下旬生效。美元指 数回升至 97.7，10Y 美债利率站上 4.4%，美股震荡走平，金价回吐涨幅下破 3300 点位，铜 价受关税消息影响，美铜一度飙升 16%，伦铜则跌超 2%。 国内：A 股放量上涨，上证指数逼近 3500 关口，两市成交额回升至 1.47 万亿，风格上 创业板、科创 50 表现占优，行业上光伏、电池、多元金融板块领涨， ...