二氧化硫是食品加工中常用的漂白剂和防腐剂，遇水以后形成亚硫酸。二氧化硫被氧化时可使食品的着色物质还原褪色，亚硫酸对食品的褐变有抑制作用， 对细菌、真菌、酵母菌也有抑制作用，因此既是漂白剂又是防腐剂。《食品安全国家标准 食品添加剂使用标准》（GB 2760-2014）中规定，蔬菜干制品中 的最大残留限量为0.2g/kg。超标原因可能是个别生产者为提高产品色泽或者保鲜违规使用。二氧化硫进入人体内后最终转化为硫酸盐并随尿液排出体外， 因此少量摄入二氧化硫不会对身体带来健康危害，但若过量食用会引起如恶心、呕吐等胃肠道反应。 珠海市市场监督管理局2025年食品监督抽检（生产、经营和餐饮环节）信息通告（第3期） 根据广东省和珠海市2025年度食品安全监督抽检计划，结合"你点我检"工作，市市场监管局在全市范围内开展生产、经营及餐饮环节食品监督抽检，共抽检 食用农产品、餐饮食品、调味品、饮料、蔬菜制品、食用油/油脂及其制品、粮食加工品、乳制品、速冻食品、糖果制品、豆制品、罐头、酒类、肉制品、 食糖、饼干、蛋制品、糕点、薯类和膨化食品、水果制品等27类样品，共535批次，合格样品518批次，不合格样品17批次，不合格发现率3. ...

证券研究报告 | 2025年07月01日 6 月 PMI 数据解读 环比小幅改善，价格指数回升 经济研究·宏观快评 | 证券分析师： | 田地 | 0755-81982035 | tiandi2@guosen.com.cn | 执证编码：S0980524090003 | | --- | --- | --- | --- | --- | | 证券分析师： | 董德志 | 021-60933158 | dongdz@guosen.com.cn | 执证编码：S0980513100001 | | 联系人： | 王奕群 | | wangyiqun1@guosen.com.cn | | 事项： 6 月份，制造业 PMI、非制造业 PMI 和综合 PMI 产出指数分别为 49.7%、50.5%和 50.7%，分别环比上升 0.2、 0.2 和 0.3 个百分点。 评论： 图1：中国 PMI 主要数据一览 | | | PMI | | 企业规模 | | 生产 | | 需求 | 库存 | | | 价格 | 配送 | 就业 | 预期 | | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The introduction of 13 new peanut varieties by Guangdong Moyanghua Grain and Oil Co., Ltd. aims to enhance food security and address challenges in the southern peanut industry [4][5][10]. Group 1: New Varieties and Their Benefits - The new peanut varieties, including "Moyanghua No. 1" and "Moyanghua No. 2," were showcased at a demonstration meeting, highlighting their breeding achievements [2][4]. - "Moyanghua No. 1" has an oil acid content of 80.2%, while "Moyanghua No. 2" exhibits strong resistance to adverse conditions, including high temperatures and diseases [34][35]. - The average yield of the new varieties exceeds traditional ones by over 20%, with "Moyanghua No. 2" achieving a yield of 363 kg per mu even after four instances of flooding [36][37]. Group 2: Industry Challenges and Solutions - The southern peanut industry faces issues such as severe variety homogeneity, low research outcome conversion rates, and an incomplete industrial chain, which hinder high-quality development [19][20][21]. - Currently, less than 10% of the 102 peanut varieties registered in Guangdong are commercially operated, indicating a significant gap between breeding strength and industrialization [21][22]. Group 3: Company Strategy and Development - The company has established a comprehensive industrial chain that integrates breeding, planting, research, processing, and sales, aiming to enhance the entire peanut production process [46][47]. - The company invests over 10 million annually in research and development, ensuring the introduction of 1-2 new varieties each year [49]. - A collaborative model involving "company + cooperative + base + farmers" has been implemented to promote peanut cultivation across 170,000 mu in Guangdong and surrounding provinces [52]. Group 4: Future Plans and Collaborations - The company plans to build Guangdong's first modern peanut seed processing plant, focusing on high-value applications in food, health, and pharmacology [62][64]. - Experts suggest strengthening cooperation between science and industry to promote the marketization of high-quality varieties [67][68]. - The company aims to contribute to national food security and rural revitalization through high-quality development in the peanut industry [74][75].

Core Viewpoint - The article highlights the transformation and development of Qingyang, a revolutionary old district in the Shaanxi-Gansu-Ningxia border area, showcasing its historical significance during the Anti-Japanese War and its current economic growth driven by agriculture and digital economy initiatives [1][3][9]. Economic Development - Qingyang has maintained a stable grain planting area of over 5.9 million mu, contributing to its reputation as the "grain warehouse of Longdong" [3]. - The primary industry added value in Qingyang increased from 7.393 billion yuan in 2012 to 13.247 billion yuan in 2024, representing a growth of 79.1% [9]. - The per capita disposable income of rural residents rose from 4,262.4 yuan in 2012 to 14,200 yuan in 2024, marking an increase of 233.1% [9]. - In 2024, Qingyang's GDP is projected to reach 121.322 billion yuan, with a year-on-year growth of 5.1%, and a total increase of 127% since 2012 [9]. Agricultural Innovation - The development of specialty industries, including vegetables, apples, and livestock, has significantly improved the income of local farmers, with per capita net income exceeding 18,000 yuan [7][9]. - The village of Liling has seen infrastructure improvements, including road construction and access to tap water, enhancing the quality of life for residents [7]. Energy and Digital Economy - Qingyang has established large-scale integrated energy bases for wind, solar, and thermal power, contributing to the region's energy supply [12]. - The "East Data West Computing" project has positioned Qingyang as one of the top ten data center clusters in the country, with a tenfold increase in computing power since early 2024 [14]. - Qingyang is now a crucial part of the national integrated computing power network, transitioning from historical agricultural contributions to modern digital resources [15].

Core Insights - In the first five months of 2025, the liquefied petroleum gas (LPG) production in Ningxia Hui Autonomous Region reached 362,000 tons, representing a decline of 16.8% compared to the same period in 2024, with a growth rate 23.2 percentage points lower than that of 2024 and 14.6 percentage points lower than the national average [1] - In May 2025 alone, the LPG production in Ningxia was 83,000 tons, showing an increase of 3.8% year-on-year, with a growth rate 10.8 percentage points higher than that of 2024 and also 10.8 percentage points higher than the national average for that month [2] Summary by Category Production Analysis - The cumulative LPG production in Ningxia for the first five months of 2025 was 362,000 tons, which is 1.7% of the national total LPG production of 21.9 million tons [1] - The LPG production in May 2025 was 83,000 tons, accounting for 2.0% of the national total LPG production of 4.248 million tons for that month [2] Year-on-Year Comparison - The first five months of 2025 saw a significant decline in LPG production in Ningxia compared to the same period in 2024, with a decrease of 16.8% [1] - In contrast, May 2025 experienced a year-on-year increase in LPG production of 3.8%, indicating a positive trend for that specific month [2]

投资咨询业务资格：证监许可【2012】669号 中信期货研究|农业策略⽇报 2025-07-01 ⽉末缩量，⽣猪期现背离 油脂：昨日震荡偏空，关注技术支撑有效性 蛋⽩粕：下游成交缩量，⾖粕延续震荡⾛势 ⽟⽶/淀粉：进⼝拍卖落地，现货依旧坚挺 ⽣猪：⽉末缩量，期现背离 橡㬵：上行驱动有限，胶价横盘震荡 合成橡㬵：盘面跟涨幅度有限 纸浆：基本面弱势不改，纸浆期货维持弱势运行 棉花：冲高回落，棉价减仓下跌 ⽩糖：外盘⽌跌企稳，内盘震荡反弹 原⽊：交割博弈收尾，盘⾯震荡回落 风险因素：宏观大幅变动；气候异常；供需超预期变化 【异动品种】 ⽣猪观点：⽉末缩量，期现背离 主要逻辑：月末养殖场出栏节奏放缓，现货上涨，但期货盘面依旧面 临高产能、高库存压力，期现走势背离。（1）供应：短期，6月集团 场配合降重，行业出栏均重仍在持续下降中，但散户仍有压栏心态， 本周育肥栏舍利用率小幅增加。中期，2025年1月~5月新生仔猪数量 持续增加，按照仔猪→商品猪6个月出栏时间推算，预计下半年生猪 出栏量仍有增长趋势。长期，当前产能仍在高位，据农业部口径， 全国能繁母猪存栏在2024年底增至高点后，2025年一季度母猪产能在 高位波动。 ...

经营范围含新兴能源技术研发；市场营销策划；信息咨询服务（不含许可类信息咨询服务）；二手车经 纪；机动车鉴定评估；商务代理代办服务；机动车修理和维护；互联网销售（除销售需要许可的商 品）；汽车装饰用品销售；汽车零配件批发；电动汽车充电基础设施运营；新能源汽车电附件销售；新 能源汽车整车销售；新能源汽车换电设施销售；电池销售；电动自行车销售；电池零配件销售；汽车销 售；有色金属合金销售；化工产品销售（不含许可类化工产品）；轮胎销售；功能玻璃和新型光学材料 销售；电子专用材料销售；小微型客车租赁经营服务；汽车拖车、求援、清障服务；新能源汽车废旧动 力蓄电池回收及梯次利用（不含危险废物经营）；国内货物运输代理；货物进出口；技术进出口。（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：国际道路货物运输。（依法须 经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准） 企业名称骏品新能源科技（山东）有限公司法定代表人李守军注册资本300万人民币国标行业电力、热 力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址山东省临沂市兰山区纽约上城12 号楼1 ...

Core Viewpoint - The city of Nanjing is continuously enhancing its business environment through innovative application scenarios, with a focus on market-oriented, legal, and international standards to attract investment and improve competitiveness [1] Group 1: Innovative Application Scenarios - A new batch of 15 innovative application scenarios has been released to optimize the business environment, showcasing typical cases that demonstrate the city's commitment to improving service and upgrading the business climate [1] - The "Nanjing Low Altitude Flight Service Platform" has been launched, capable of supporting 50,000 low-altitude flights simultaneously, along with the "Ningyi Fly" WeChat mini-program for comprehensive user support [2] - The establishment of a regional shipping logistics center in Gulou District aims to enhance legal service systems for shipping enterprises, including the first maritime legal public service center in the country [2] Group 2: Service Systems and Support - The Qixia High-tech Zone has developed a "1+2+5" service system focusing on industry services, utilizing online data platforms and offline service centers to assist enterprises in accessing financial resources and addressing market challenges [3] - The Nanjing Measurement Supervision and Testing Institute has introduced a customized measurement service model, completing over 1,600 equipment tests in three months to ensure uninterrupted production for local companies [4] - The city has implemented a self-service issuance system for certificates of origin, providing 24/7 service to businesses and reducing operational costs associated with urgent shipments [5] Group 3: Collaborative Efforts and Talent Development - A shared laboratory for small and micro food enterprises has been established in Liuhe District, enabling these businesses to access inspection services and share resources effectively [7] - The Lishui District has initiated an "order class" program in collaboration with educational institutions to address talent shortages in the new energy vehicle sector, creating a direct pathway from education to employment [7] - The Pukou District has introduced a comprehensive element guarantee mechanism to streamline project approvals and enhance operational efficiency, including a lifecycle approach to land acquisition [8] Group 4: Continuous Improvement and Future Focus - Nanjing's ongoing efforts to optimize the business environment are characterized by a commitment to continuous improvement, with a focus on institutional innovation to enhance the city's economic strength [8]

美国与日本的关税谈判突生变数。 6月30日消息，美国总统特朗普表示，美 日 贸易"不公平"，并称可能会向日本发函，指出"日本不得不支付 25%的汽车关税"。与此同时，美日贸易谈判似乎已陷入停滞，负责谈判的日本经济再生担当大臣赤泽亮正本 周在华盛顿的第七轮部长级谈判未能取得突破。 另外，特朗普还威胁称，无需延长即将到期的关税期限，将在未来几天内向包括日本在内的多数国家和地区发 送信函，美国政府将通知相关国家和地区：除非与美国达成协议，否则贸易惩罚措施将如期生效。 30日晚间消息，美国白宫国家经济委员会主任凯文·哈塞特 被问及特朗普政府分别与日本和欧盟的贸易磋商 时称"我们将看看进展"。他 对日本和欧盟维持数字服务税现状发出威胁。 哈塞特表示， 将围绕贸易协议进 行马拉松一样的磋商。 值得注意的是，关税政策已经对日本经济造成了重大冲击。6月30日，日本经济产业省的数据显示，5月份工业 产出环比增长0.5%，远低于3.5%的市场预期中值。日本经济产业省调查的制造商预计，经季节调整后的6月份 工业产出将增长0.3%，7月份将下降0.7%。 关税的变数 6月30日，环球网 援引 日本《读卖新闻》报道，美国总统特朗普当地 ...

PMI 指数连续两月弱回升 本月制造业 PMI 读数延续上月修复趋势，在临界值以下继续回升 0.2 个点。分项指标中积极因素居多，其中供需两端 双双回升至扩张区间，且以新订单指数回升力度更大。采购量大幅上行 2.6 个点，升至扩张区间。价格及库存相关指 标均释放积极信号，原材料价格指数、出厂价格指数分别在荣枯线下回升 1.5 个点。原材料库存指数、产成品库存指 数分别回升 0.6、1.6 个点。但负面信号也值得关注：从业人员指数低位继续向下回落 0.2 个点，企业生产经营活动 预期指数回落 0.5 个点，显然微观主体信心不足的矛盾仍然突出。 需求修复带动生产强势 本月需求指数为 3 月以来贸易摩擦升级之后首度回升至扩张区间，新订单指数回升 0.4 个点，回升幅度大于生产。一 方面说明扩大内需的政策效果有所体现；另一方面也说明生产受到季节性和需求前景不明的双重压制。另外本月新出 口订单指数回升斜率大幅放缓，结合集运市场近期反馈来看，基于贸易摩擦缓和窗口的出口回补已经接近尾声，下半 年外需可能面临逐季回落的局面。 价格指数温和修复 本月原材料价格指数及出厂价格指数分别较上月提高 1.5 个点。其中原材料价格指数的 ...