农产品日报 | 2025-06-26 二育滚动入场，猪价偏强震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约14000元/吨，较前交易日变动+60.00元/吨，幅度+0.43%。现货方面，河南地区 外三元生猪价格14.74元/公斤，较前交易日变动+0.04元/公斤，现货基差 LH09+740，较前交易日变动-20；江苏地 区外三元生猪价格 15.01元/公斤，较前交易日变动+0.06元/公斤，现货基差LH09+1010，较前交易日变动+0；四川 地区外三元生猪价格13.67元/公斤，较前交易日变动-0.08元/公斤，现货基差LH09-330，较前交易日变动-140。 据农业农村部监测，6月25日"农产品批发价格200指数"为112.57，比昨天下降0.15个点，"菜篮子"产品批发价格指 数为112.57，比昨天下降0.17个点。全国农产品批发市场猪肉平均价格为20.22元/公斤，比昨天下降0.3%；牛肉63.58 元/公斤，比昨天下降0.2%；羊肉59.67元/公斤，与昨天持平；鸡蛋7.29元/公斤，比昨天下降0.5%；白条鸡16.99元/ 公斤，比昨天下降1.0%。 市场分析 综合来 ...

提升品质 造就"中国名猪" 为保障陆川猪肉产品稳定性，提升市场认可度，近年来，玉林市、县两级市场监管部门联合有关部门， 深入陆川猪养殖农户及养殖企业调研，收集相关资料并论证行业标准指标，综合考虑陆川县地方风土人 情、资源禀赋，持续挖掘各类特色农业资源发展空间，编制《陆川猪行业标准》《陆川猪养殖地方标准 （试行）》《"陆川猪"地理标志证明商标使用管理规则》等。2022年，陆川猪被农业农村部列入全国农 业品牌精品培育计划，是被列入的全国三大名猪之一。 为充分发挥陆川猪的品种优势，陆川县采取"公司﹢科研机构﹢农户"合作模式，邀请专家团队为养殖户 提供技术培训，推广科学化养殖方式。目前，该县养殖场（户）总量达到8464家，其中规模化养殖场 249家，陆川猪产业已成为当地畜牧业经济的支柱产业。 提升品牌 猪肉香飘世界 "我们高度重视陆川猪产业发展，不断深挖陆川猪品牌价值，持续推动陆川猪走出陆川，走向世界。"据 陆川县市场监管局相关负责人介绍，2023年6月，"在陆川猪（纯中文）"地理标志证明商标与"陆川猪 （图文组合）"地理标志证明商标成功注册后，该局于2024年10月成立陆川猪产业园商标品牌指导站， 持续推动陆川猪从 ...

农产品日报 | 2025-06-25 供需博弈，猪价维持震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约13940元/吨，较前交易日变动-40.00元/吨，幅度-0.29%。现货方面，河南地区 外三元生猪价格14.70元/公斤，较前交易日变动-0.02元/公斤，现货基差 LH09+760，较前交易日变动+20；江苏地 区外三元生猪价格 14.95元/公斤，较前交易日变动+0.13元/公斤，现货基差LH09+1010，较前交易日变动+170；四 川地区外三元生猪价格13.75元/公斤，较前交易日变动+0.00元/公斤，现货基差LH09-190，较前交易日变动+40。 据农业农村部监测， 据农业农村部监测，6月24日"农产品批发价格200指数"为112.72，比昨天上升0.12个点，"菜 篮子"产品批发价格指数为112.74，比昨天上升0.14个点。全国农产品批发市场猪肉平均价格为20.29元/公斤，比昨 天上升1.0%；牛肉63.72元/公斤，比昨天下降0.5%；羊肉59.69元/公斤，比昨天上升0.2%；鸡蛋7.33元/公斤，比昨 天下降0.1%；白条鸡17.16元/公斤，比昨天上升1 ...

Group 1 - The core viewpoint of the articles highlights the importance of bond financing for technology innovation companies in Henan Province, aiming to enhance their funding channels and accelerate technological advancements [1][2] - The training session organized by the Henan Securities Regulatory Bureau and the Henan Listed Companies Association focused on the advantages and policies related to technology innovation bonds, providing insights into the bond market's role in supporting listed companies [1] - The issuance of the first technology innovation renewable corporate bond by Shennong Co., with a coupon rate of 2.59% and a subscription multiple of 3.69, demonstrates the growing interest and confidence in utilizing bond financing for innovation [2] Group 2 - Henan Province has cultivated a number of specialized and innovative enterprises that are crucial for the industrial transformation and upgrading of the region, although some still face challenges related to long financing cycles and high capital demands [2] - The technology innovation corporate bonds are seen as a vital tool for directing funds towards early-stage, small, long-term, and hard technology investments, injecting more vitality into the production capacity of Henan's listed companies [2] - The Henan Securities Regulatory Bureau plans to continue optimizing the regulatory environment and policy support to foster a healthy development ecosystem for corporate bond financing, thereby contributing to high-quality economic growth in the province [2]

Core Viewpoint - The article emphasizes the importance of implementing comprehensive strategies for rural revitalization and agricultural development in the province, guided by Xi Jinping's thoughts and the resolutions from the 20th National Congress of the Communist Party of China [1] Group 1: Agricultural Production and Supply - Ensure stable production and supply of key agricultural products, with grain planting area maintained at over 53.3 million acres and grain output around 50 billion pounds [2] - Stabilize livestock production, maintaining a breeding sow population of over 1.3 million heads and supporting the development of meat and dairy industries [2] - Strengthen farmland protection and construction, ensuring dynamic balance in annual farmland area and promoting high-standard farmland construction of 4.76 million acres [3] Group 2: Agricultural Technology and Disaster Resilience - Enhance agricultural technology and equipment levels, promoting biotechnology and smart agriculture [4] - Improve disaster prevention and reduction capabilities, including strengthening meteorological services and flood control projects [4] Group 3: Food Security and Trade - Implement food production support policies, including minimum purchase prices for rice and subsidies for land fertility protection [5] - Establish a diversified food supply system, expanding modern facility agriculture and supporting deep-sea fisheries [6] Group 4: Poverty Alleviation and Employment - Ensure no large-scale return to poverty, with stable employment for over 156,000 individuals from impoverished backgrounds [8] - Maintain overall stability in support policies and funding for rural revitalization, with at least 60% of funds directed towards industrial development [8] Group 5: Rural Infrastructure and Public Services - Advance rural infrastructure construction, including building 300 rural water supply projects and improving rural road conditions [13] - Enhance basic public service levels in rural areas, ensuring 90% of counties have established integrated medical service systems [14] Group 6: Environmental Protection and Governance - Strengthen rural ecological environment construction, including adding 14,000 garbage collection facilities and improving rural sewage treatment [15] - Build strong rural grassroots party organizations to enhance governance effectiveness and address corruption [16] Group 7: Talent Development and Investment - Cultivate rural talent through various training programs, aiming to train over 10,000 practical talents [24] - Improve the multi-source investment mechanism for rural revitalization, encouraging financial institutions to increase funding for agricultural sectors [27]

身处"天地之中"，河南素有"九州腹地、十省通衢"之誉，是全国重要的综合交通枢纽和人流物流信息流 中心。近年来，河南交通运输发展发生根本性变化，"米+井+人"综合运输通道基本形成，交通强省建 设迈出坚实步伐。大力发展多式联运，河南构筑起海陆空开放新格局，拓展了对外发展新空间。 嵩山少林的晨钟暮鼓，开封夜市的烟火升腾，洛阳满城的汉服华裳……近年来，河南文旅频频"出圈"， 圈粉无数。2024年，全省接待游客量首次突破10亿人次、旅游综合收入首次突破1万亿元。今年端午节 假期，全省接待游客1511.6万人次、旅游收入67.9亿元，同比分别增长4.7%、5.3%，实现文旅市场量质 齐升。以文塑旅、以旅彰文，让文化更有活力，让旅游更有魅力，河南围绕"吃、住、行、游、购、 娱"融入新消费场景，不断丰富旅游业态、延伸产业链条，持续推进文化和旅游深度融合发展。 未来五年是河南发展厚积薄发、崛起倍增的关键阶段。奋力建设农业强省、制造强省、数智强省、交通 强省、文旅强省，要推动经济持续向好，实施提振消费专项行动；建设现代化产业体系，推动科技创新 和产业创新深度融合；推进乡村全面振兴，延伸现代农业产业链条；推进以人为本的新型城镇化， ...

为迎接这批来自四川的"老乡"，四川省农业农村厅交流合作处副处长、中国-FAO（联合国粮食及 农业组织）-乌干达（三期）南南合作项目四川农业专家组组长张小强正在乌干达忙着对接接机事 宜。 □四川日报全媒体记者 阚莹莹 乌干达本地山羊和简州大耳羊杂交，可以选育出适合当地生态条件的优质山羊品种，提高当地山 羊的繁殖能力 此次简州大耳羊种羊出口乌干达，不仅开创了四川自主培育山羊新品种出口的先河，也标志着四 川种畜禽产业在国际化道路上迈出了关键一步 6月24日凌晨2时07分，一架载有9只简州大耳羊种羊的飞机，从成都天府国际机场启程飞赴非洲乌 干达，助力当地畜牧业发展。这是四川自主培育山羊新品种首次出口，开创了全国先河。 来自四川的山羊远赴非洲，背后有怎样的故事？ 远渡重洋，为何是乌干达？ 2012年以来，中国在联合国粮食及农业组织南南合作框架下，向乌干达派遣农业专家和技术人 员，开展南南合作一期、二期和三期项目。按照"以省包国"原则，四川省派出近60名谷物、畜 牧、水产、园艺、农机等专业专家和技术人员，帮助当地农业发展。 "山羊养殖是乌干达最大的农业支柱产业，年养殖规模可达1700万头。"张小强说。但当地山羊品 种体型 ...

Core Viewpoint - Tianbang Food Co., Ltd. is undergoing a pre-restructuring process for its subsidiary Fuyang Agricultural Development Company, which aims to optimize its debt structure and improve operational sustainability and profitability [1][7]. Group 1: Arbitration and Legal Proceedings - The company has initiated arbitration against several entities, including Huzhou Wuxing Agricultural Development Co., Ltd., for construction contract disputes, claiming a total of approximately RMB 1.15 billion in payments and associated fees [1][2]. - The Hangzhou Arbitration Commission has issued five rulings that have become legally effective, and the company has applied for enforcement through the Hangzhou Intermediate People's Court [2][3]. - Fuyang Agricultural Development Company has applied for pre-restructuring due to its inability to repay debts, despite having potential for restructuring [4][5]. Group 2: Pre-restructuring Process - The court has decided to allow pre-restructuring activities to identify the restructuring value and feasibility of Fuyang Agricultural Development Company, which includes cooperation with a temporary manager [4][5]. - The temporary manager is tasked with investigating the company's financial situation, supervising compliance with restructuring guidelines, and facilitating negotiations with creditors and potential investors [5]. Group 3: Financial Impact and Future Outlook - The pre-restructuring process is expected to enhance the efficiency of debt resolution and improve the company's financial health, although it is not anticipated to significantly impact the current or future profits of Tianbang Food [7][8]. - The company has reported that it has no other undisclosed significant litigation or arbitration matters, aside from those already disclosed [6][7].

02 农产品研究跟踪系列报告（164） 优于大市 看好养殖龙头低估值修复，布局肉牛及原奶景气共振 周度农产品跟踪：生猪出栏均重开启下降趋势，橡胶价格短期企稳。 生猪：产能维持低波动，预计 2025 年猪价景气有望延续。6 月 20 日生猪价 格 14.16 元/公斤，周环比+1.22%；7kg 仔猪价格约 446 元/头，周环比-4.98%。 白鸡：中期父母代同比减量且存在结构变化，消费或逐步上移。6 月 20 日， 鸡苗价格 1.23 元/羽，周环比-43%；毛鸡价格 6.84 元/千克，周环比-5%。 黄鸡：供给维持底部，有望率先受益内需改善。6 月 20 日浙江快大三黄鸡/ 青脚麻鸡/雪山草鸡斤价分别为 3.5/4.1/5.9 元，周环比-13%/-7%/-8%。 鸡蛋：在产父母代存栏维持增长，中期供给压力较大。6 月 20 日，鸡蛋主产 区价格 2.90 元/斤，环比+9.85%，同比-35.27%。 肉牛：牛肉价格淡季不淡，看好 2025 年牛周期反转上行。6 月 20 日，国内 牛肉市场价为 59.35 元/kg，环比-0.05%，同比+27.63%。 豆粕：短期到港成本及生物燃料政策支撑，中长期 ...

策略早餐 主要品种策略早餐 （2025.06.24） 商品期货和期权 养殖、畜牧及软商品板块 品种：生猪 日内观点：延续上涨 中期观点：阶段性反弹后维持偏弱运行 参考策略：逢高沽空 核心逻辑： 1、供应方面，从生猪出栏体重来看，据钢联数据统计，截至 6 月 20 日，当 周全国生猪出栏均重为 123.78kg，较上一周下跌 0.18 公斤。由于政策影响，叠加 气温的不断升高，规模企业逐步开始降重，且降重节奏有所加快，同时市场对于猪 肉的消化能力有限，抑制大猪的成交节奏。后续随着气温的不断上升，毛猪料比增 加，生长速度放缓，叠加夏日大猪需求进入传统淡季，企业降重速度将持续加快。 策略早餐 品种：白糖 日内观点：企稳反弹 2、需求方面，从屠宰端来说，据钢联数据统计，6 月 20 日当周屠宰开工率 28.13%，与上一周小幅上涨。当周养殖端出栏积极性不高，生猪供应平稳，但部分 地区为促进消费进行促销活动，开工率小幅提升。目前已进入夏季，天气炎热，居 民对于猪肉的消费热情不高，终端市场需求整体表现较为低迷。尽管屠宰企业开工 率有所上升，但由于需求不足，限制了开工率进一步大幅增长。 3、综合来看，短期在政策性影响、二育 ...