中国民航网 通讯员黄星云 报道：2025年，民航新疆管理局驻策勒县达玛沟乡古勒铁日干村、硝尔哈纳 村工作队扎根南疆大地，以新时代党的治疆方略为指引，坚决落实民航局党组和自治区党委各项工作部 署，以民航定点帮扶"五大工程"为重要抓手，将铸牢中华民族共同体意识融入帮扶全过程，在基层党 建、产业发展、民生服务三大领域精准发力，用实干与担当为乡村振兴注入强劲动能，让两村呈现出党 建强、产业兴、民生优的生动局面。 建强基层堡垒，激活治理"红色引擎" 工作队始终把党建引领作为驻村工作的核心，推动基层党组织从"有形覆盖"向"有效覆盖"深度转变。通 过"每日晨会""月度例会"常态化开展理论学习，组织党员干部深入学习习近平总书记关于乡村振兴的重 要论述及相关政策文件，让党的创新理论在基层落地生根。围绕党风廉政、去极端化等主题开展多场警 示教育，用鲜活案例教育党员干部，常态化筑牢思想防线。 在党务规范化建设上，工作队邀请专业力量开展"送党课到基层" 活动，规范"三会一课"和"三学三亮三 比"工作流程，让党务工作从"经验化"迈向"标准化"。按照"成熟一个、发展一个"的原则，严格依照和 田地区基层组织发展党员手册，积极、稳妥、有序， ...

从资金流向上来看，当日农产品加工板块主力资金净流出1.34亿元，游资资金净流入6275.32万元，散户 资金净流入7113.19万元。农产品加工板块个股资金流向见下表： 证券之星消息，12月30日农产品加工板块较上一交易日下跌0.77%，田野股份领跌。当日上证指数报收 于3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605198 | 安德利 | 38.07 | 1.01% | 1.84万 | 1 7066.80万 | | 666000E | 金龙鱼 | 29.02 | 0.48% | 5.70万 | 1.65亿 | | 000930 | 中根科技 | 5.80 | -0.34% | 9.03万 | 5246.60万 | | 000972 | *ST中基 | 3.78 | -0.53% | 4.30万 | 1621.72万 | | 002481 | 双塔食品 | 5.12 | -0.58 ...

作为首都"菜篮子""肉案子"保供的中坚力量，鹏程食品深耕猪肉产业链六十载，构建起全产业链闭环管 理体系，依托全产业链优势提供稳定供货与品质溯源保障；以厂家直营模式减少中间流通环节，让市民 以高性价比享受到优质猪肉产品。"农业产业化龙头+民生商超龙头"的深度融合，不仅实现企业互利共 赢，更打通农产品产销壁垒，构建本土产业协同新范式，为区域农商贸融合升级提供示范，同时推动北 京顺义农业产业升级。 12月27日，北京顺鑫控股集团有限公司与北京顺义本土商超龙头北京顺义商业集团有限公司(下称"顺 商")正式签署战略框架合作协议。根据协议，顺商旗下全部门店将全面引入北京顺鑫农业（000860）股 份有限公司鹏程食品分公司(下称"鹏程食品")猪肉产品，鹏程食品以厂家直营模式成为其猪肉生鲜产品 独家供应商。 以此次合作为起点，鹏程食品将持续深化肉食品产业链布局，优化产品供应与终端服务，拓宽民生服务 覆盖面，计划在北京大规模铺设直营门店及终端销售网络，实现在北京终端1.5公里网格型覆盖。 ...

伴随大众对食材风味的追求提升，"土特产"成为许多农产品企业打出的特色招牌。各类标注"土猪""土鸡"的产品 成为市场热点。然而，品牌商标与产品特性的模糊边界，也滋生了消费误导争议。2025年4月，新京报刊发《"壹 号土猪"争议标识开始替换，"壹号土"鸡是否合规？》一文，报道了广东壹号食品股份有限公司（以下简称"壹号 食品"）因将注册商标"壹号土 "与"猪""鸡"等农产品名称组合标注，导致消费者产生混淆的事件。 近日，新京报记者回访发现，壹号食品已在官网、电商平台和产品包装上替换"壹号土 "争议标识。如在电商平 台，猪肉肉制品产品名称均冠以"壹号土猪"字样，猪肉鲜肉产品冠以"壹号土R"字样，鸡肉产品则剥离"壹号土"相 关表述。商标方面，未有新的食品类别"壹号土猪""壹号土鸡"商标通过申请。 目前，商标合规性与消费误导风险仍是大众关注焦点。监管部门与消保组织提示，消费者需警惕"心机商标"陷 阱，通过细节核验避免踩坑，同时留好消费凭证保障自身权益。 产品包装与宣传调整 2025年上半年，有消费者反映，壹号食品在官网、门店及产品包装上，将已注册的"壹号土 "商标与"猪""鸡"等字 样紧密连用，字体、大小、颜色一致，远观 ...

1. Industry Investment Rating - No information provided regarding the report's industry investment rating 2. Core Viewpoints - The domestic soybean sales are regionally differentiated, with accelerated sales in the Northeast and supplemented by state - reserve soybean auctions, and the price is firm. The import of soybeans in China has slowed down, the port inventory has declined, and there is import and auction activity. The oil mill's operating rate has slightly decreased, but the soybean meal inventory remains high, while the demand is strong. The soybean No.1 futures are expected to fluctuate strongly, and soybean meal futures will fluctuate and adjust [6] 3. Summary by Related Content 3.1 Futures and Spot Prices - The main contract of soybean No.1 2605 rebounded significantly. The spot price continued to rise, with the market price of Fuyin soybeans increasing from 4,120 yuan/ton to around 4,200 yuan/ton. The basis of soybean No.1 strengthened in oscillation, and the futures price was slightly at a discount. The main contract of soybean meal 2605 rebounded but then fell back, continuing to oscillate. The spot price of soybean meal increased slightly, with the price of 43% protein soybean meal in Zhangjiagang rising from 3,030 yuan/ton to around 3,060 yuan/ton. The basis strengthened in oscillation, and the futures discount widened [4] 3.2 Domestic Soybean Sales - The sales of domestic soybeans are regionally differentiated. As of December 26, the remaining soybean inventory in Heilongjiang accounted for 50%, a month - on - month decrease of 8%; in Anhui, it was 55%, a month - on - month decrease of 1%; in Henan, it was 60%, unchanged; and in Shandong, it was 62%, a decrease of 2%. Recently, a large amount of state - reserve soybeans have been continuously auctioned. From December 23, about 600,000 tons have been put up for auction, and 480,000 tons have been sold, supplementing the market [4] 3.3 Soybean Import and Inventory - China's soybean procurement has slowed down. In November, the domestic import of soybeans was 8.11 million tons, a further month - on - month decline but still a year - on - year increase of 13.3%. It is reported that the purchase of US soybeans may also be delayed, and the port soybean inventory has been continuously decreasing. As of December 26, the arrival of soybeans at oil mills was 1.443 million tons, a significant month - on - month decline; the port soybean inventory was 8.251 million tons, with a continuous month - on - month decline [4] 3.4 US Soybean Market - The US soybean market continued to oscillate and adjust. The USDA's December supply - demand report made few adjustments, being neutral. The US is worried about China's subsequent soybean purchases and the production increase pressure of the new - season soybeans in South America [4] 3.5 Oil Mill Operations and Soybean Meal Inventory - The cost of Brazilian soybeans has dropped significantly, and the crushing margin has increased, but the operating rate of oil mills has not increased. As of December 26, the operating rate of oil mills was 56.79%, a slight month - on - month decrease; the soybean crushing volume was 2.0644 million tons; the soybean inventory of oil mills was 6.5444 million tons, a significant decline. The soybean meal production was 1.631 million tons, a slight month - on - month decrease; the soybean meal inventory of oil mills was 1.1676 million tons, a month - on - month increase, remaining at a high level in recent years; the unexecuted contracts for soybean meal were 3.816 million tons, a month - on - month decline. The inventory days of soybean meal in feed mills was 9.45 days, a continuous month - on - month increase and at a high level in recent years [5] 3.6 Feed Demand - In the livestock farming sector, the pig price rebounded, and the farming losses narrowed. As of December 26, the profit from purchasing piglets for farming was - 162.8 yuan per head, narrowing; the self - breeding and self - raising profit was - 130.11 yuan per head, also narrowing. The productive sow capacity has been continuously reduced. In October, the national inventory of productive sows was 39.9 million, a decrease of 450,000 from the previous month. The inventory of large - scale farms also decreased in November. The birth and sales volume of piglets both decreased, reflecting weak restocking sentiment, while the inventory of commercial pigs still increased. It is difficult for the national pig inventory to decrease in the fourth quarter. In the poultry sector, the egg price is low, and the poultry farming has been in continuous losses, with an increase in culling. The inventory decreased slightly again in November and may continue to decline in the fourth quarter. In the short term, the rigid demand for feed is still strong, but there are concerns about capacity reduction in the long term [6]

农业农村现代化关系中国式现代化全局和成色。"十四五"时期，我国农业农村现代化建设扎实推进，乡村全面振 兴迈出坚实步伐。让我们通过一组新数据，共同见证"三农"工作的新成效，感受广袤乡村的新"丰"景。 A 903 900 每年带动19万户花农 户均增收5万元以上 试 中国 和美乡村越来越好 当前 全国农村自来水普及率达94% 2025年 6 - 全国各类粮食经营主体 累计收购秋粮已超２亿吨 同比增加3200万吨 为近年来同期最高水平 BT 背后的"三农"新 现代农业越来越强 当前 载国农业科技进步贡献率超过64% 累计建成超10亿亩 农作物良种覆盖率 高标准农田 1 496% 全国农作物耕种收综合机械化率超过75% 小麦、水稻、玉米三大主粮基本实现机械化 读 中国 .43万亿元 背后的"三农"新 乡村产业越来越旺 载 2024年底 全国已建设140个优势特色产业集群 辐射带动1000多万农户从事相关产业 全国规上农产品加工企业超10万家 实现营业收入约18万亿元 (0) / fram 鲜花产业( n 农村公路总里程超过460万公里 农村工结厕所普及率达76%左右 fill (5G) 行政村5G通达率超95% oo ...

年度报告-油脂 潮退的寂静，于暮色中等待风起 [T走ab势le_评R级ank：] 菜油：震荡，豆油：看涨，棕榈油：看涨 报告日期： 2025 年 12 月 30 日 [Table_Summary] ★行情回顾 油脂市场在今年年初回调后，全年始终维持偏高位运行。上半 年，棕榈油冲高回落后走弱，豆油以跟随为主，波动较小，菜 油则受到政策影响走势偏强。6 月中旬，受到美国生物燃料政策 的利多影响，国内油脂市场跟随美豆油与马棕油走强，菜油也 在持续震荡后再度受到政策影响走高，一度突破 10000 元。四季 度产地供应压力激增，叠加生物燃料政策的不确定性增加，油 脂市场在棕榈油的领跌下全线回调。 农 ★行情展望 产 品 2026 年，油脂市场的核心驱动力依旧在国际贸易关系与生物燃 料政策，伴随美国生物燃料政策逐步确定，我们仍倾向于油脂 市场整体价格中枢有望上移。 棕榈油：2026 年产量预计小幅下滑，印尼的生物柴油政策格外 重要。在节省巨额外汇情况下，印尼政府有动力持续推进生柴 政策，而基金问题也可通过上调税率解决，关注点在于 NPSO 部门的政策调整，我们对印尼生柴政策持中性偏乐观的态度。 豆油：后续美国生物燃料政策 ...

Core Viewpoint - The article discusses the significant advancements and achievements in Guangdong's agricultural sector as it approaches 2025, highlighting the importance of agricultural development and rural revitalization in the region [9][10][56]. Group 1: Agricultural Achievements - Guangdong's primary industry value has risen to the second highest in the country, with agricultural product import and export values maintaining the top position nationally [10]. - Agricultural technology contribution rate has reached 74.02%, and grain yield per unit has achieved a record high [10]. - The province has built 4.905 million acres of high-standard farmland during the "14th Five-Year Plan" period [52]. Group 2: Local Agricultural Products - The article emphasizes the success of local products such as the "Yunfu sweet potato," which has a weight of 26.23 pounds, and the "Meizhou golden pomelo," valued at 11.327 billion yuan [29][54]. - The "Ningming star oil vine" industry in Guangxi is highlighted for its annual production value exceeding 20,000 yuan per acre, providing over 60,000 job opportunities [45][56]. Group 3: Market Strategies and Initiatives - The Guangdong government has organized various initiatives to promote local agricultural products, including the "2025 Guangdong Lychee Procurement Map" and the "Southern Rural Report" focusing on agricultural media [79][80]. - The article mentions the successful "Guangdong Rural Singer Competition," which attracted over 50,000 participants and garnered over 1.5 billion views online, showcasing the cultural aspect of agricultural development [125][126]. Group 4: Collaborative Efforts - The collaboration between Guangdong and neighboring provinces like Guangxi and Guizhou is emphasized, with initiatives to introduce advanced agricultural techniques and improve local farming practices [95][98]. - The article notes the efforts to enhance the visibility of local products in major markets, such as the promotion of "Tianyang mango" in Shenzhen and Guangzhou [95][96]. Group 5: Future Outlook - The article concludes with a forward-looking perspective, indicating that the agricultural sector in Guangdong is poised for further growth and innovation as it moves towards 2026, with ongoing efforts in rural revitalization and agricultural modernization [148].

1. Report Industry Investment Ratings - Not provided in the given content 2. Core Views of the Report - The market situation is complex, with different sectors showing various trends. Some sectors are affected by strong macro - expectations and weak fundamental realities, such as aluminum. Others are influenced by supply - demand imbalances, policy changes, and external events [2][25]. - In general, many sectors are in a state of volatility, and investors need to pay attention to specific factors in each sector, such as inventory changes, downstream consumption, and policy adjustments [2][70][84]. 3. Summaries by Relevant Catalogs 3.1 Daily Selections - **Aluminum**: The market is dominated by the game between strong macro - expectations and weak fundamentals. It is expected to maintain high - level wide - range oscillations, with the Shanghai Aluminum main contract operating between 21800 - 22800 yuan/ton. Long positions can be arranged at low prices [2]. - **Methanol**: Due to device disruptions, the price has strengthened. The port may face inventory accumulation in December, but the supply - demand balance sheet is expected to turn to inventory reduction in the first quarter of the next year. Pay attention to inventory reduction after the actual arrival at the port decreases [3]. - **Iron Ore**: Supported by the steel mill's restocking expectation, the price is expected to oscillate strongly. It will transition from a supply - demand surplus to a supply - demand double - weak situation. Pay attention to iron water trends, steel mill restocking rhythms, and negotiation situations [3][55]. - **Pig**: The demand supports the market, and the macro and the futures market resonate. The spot price is expected to be strong in the short term, and the futures market is expected to oscillate strongly [4][72]. 3.2 Financial Derivatives 3.2.1 Financial Futures - **Stock Index Futures**: Short - term negative factors are exhausted. It is recommended to continue holding bull spread combinations and sell a small amount of near - month out - of - the - money call options for hedging [7]. - **Treasury Bond Futures**: In the short term, it is expected to be in a wide - range oscillation. After the New Year, pay attention to the capital situation. It is recommended to wait and see for the time being [10]. 3.2.2 Precious Metals - The price dropped sharply after a high - level rise. In the short term, it is recommended to wait and see. In the medium - to - long - term, the price has an upward space. Long positions can be arranged after the callback [13][14]. 3.2.3 Container Shipping Index (European Line) - The main contract is in a consolidation stage, lacking obvious driving forces. It is expected to present an oscillatory pattern in the short term [16]. 3.3 Commodity Futures 3.3.1 Non - ferrous Metals - **Copper**: The short - term price may enter an oscillatory adjustment stage. It is recommended to take profits on long positions at high prices [20]. - **Alumina**: The policy is difficult to reverse the short - term supply - demand situation. It is recommended to wait and see in the short term and short at high prices in the medium term [22]. - **Aluminum**: It is expected to maintain high - level wide - range oscillations. Long positions can be arranged at low prices [25]. - **Aluminum Alloy**: It is expected to continue high - level range oscillations. An arbitrage strategy of going long AD03 and short AL03 can be considered [28]. - **Zinc**: The short - term price may oscillate. It is recommended to hold cross - market reverse arbitrage positions [31]. - **Tin**: It is expected to be in high - level oscillations. It is recommended to wait and see [36]. - **Nickel**: It is expected to maintain a relatively strong oscillation. Pay attention to the possibility of a callback [39]. - **Stainless Steel**: It is expected to oscillate and adjust in the short term. Pay attention to nickel ore news and steel mill production reduction implementation [42]. - **Lithium Carbonate**: It is expected to maintain wide - range oscillations before the New Year. It is recommended to wait and see [46]. - **Polysilicon**: It is in high - level oscillations. It is recommended to wait and see and pay attention to production reduction and price adjustment acceptance [49]. - **Industrial Silicon**: It is in low - level oscillations. Pay attention to the implementation of production reduction [51]. 3.3.2 Ferrous Metals - **Steel**: It continues to reduce production and inventory. The price is expected to oscillate. It is recommended to wait and see for unilateral operations [53]. - **Iron Ore**: It is expected to oscillate strongly. It is recommended to cautiously go long for short - term operations [55]. - **Coking Coal**: It is recommended to short at high prices unilaterally and consider an arbitrage strategy of going long coking coal and short coke [59]. - **Coke**: It is recommended to short the 2605 contract at high prices unilaterally and consider an arbitrage strategy of going long coking coal and short coke [61]. - **Silicon Ferrosilicon**: It is expected to oscillate in the range of 5500 - 5700. Pay attention to coal price changes [64]. - **Silicon Manganese**: It is expected to be weak in the short term. It is recommended to short when the price rebounds above the Ningxia spot cost [67]. 3.3.3 Agricultural Products - **Meal**: The US soybeans maintain a bottom - oscillating pattern. The domestic spot is loose. It is recommended to operate cautiously [70]. - **Pig**: The demand supports the market. The short - term price is expected to be strong [72]. - **Corn**: The short - term price may rise due to the resonance of futures and cash, but the sustainability of the rise is limited. Pay attention to farmers' selling attitudes and policy releases [75]. - **Sugar**: The international sugar price is in a low - level oscillating platform. The domestic market should pay attention to the actual demand after the spot price rises. It is recommended to maintain a rebound - shorting idea [76]. - **Cotton**: The short - term cotton price may oscillate steadily and strongly [78]. - **Egg**: It is expected to maintain a low - level oscillating pattern [81]. - **Oils and Fats**: Palm oil may oscillate weakly; soybean oil may oscillate in a narrow range; rapeseed oil may test the pressure level of 9200 yuan [84][85]. - **Jujube**: The market sentiment is weak, and the rebound momentum is insufficient. It is recommended to short on rebounds [86]. - **Apple**: The short - term market is in a game between the scarcity of delivery fruits and the inventory pressure of ordinary fruits. Pay attention to the actual inventory reduction progress [88]. 3.3.4 Energy Chemicals - **PX**: It is under short - term pressure. It is recommended to exit long positions, short aggressively in the short term, and go long at low prices in the medium term [90]. - **PTA**: It is under short - term pressure. It is recommended to exit long positions, short aggressively in the short term, and go long at low prices in the medium term [92]. - **Short - fiber**: It follows the raw material fluctuations. It is recommended to short when the processing fee is high [93]. - **Bottle Chips**: The short - term processing fee will be compressed. It is recommended to follow the PTA strategy and short the processing fee at high prices [96]. - **Ethylene Glycol**: The price increase has resistance. It is recommended to conduct a reverse arbitrage on EG5 - 9 at high prices [97]. - **Pure Benzene**: It is in low - level oscillations. It is expected to oscillate in the range of 5300 - 5600 [98]. - **Styrene**: The rebound space is limited. It is recommended to short at 6800 and short the processing fee at high prices [100]. - **LLDPE**: It is recommended to go long the 2605 contract in the short term [101]. - **PP**: It is recommended to pay attention to the expansion of PDH profits [102]. - **Methanol**: Pay attention to the reduction of MTO05 [103]. - **Caustic Soda**: The price may continue to decline. It is in a weak supply - demand pattern [104]. - **PVC**: It is expected to rebound and then weaken. The supply - demand is in an excess pattern [106]. - **Soda Ash**: It is recommended to short on rebounds [108]. - **Glass**: It is recommended to wait and see [109]. - **Natural Rubber**: It is recommended to hold short positions at 15700 [113]. - **Synthetic Rubber**: It is in wide - range oscillations. It is expected to oscillate between 11200 - 12000 in the short term [115].

中国人民银行副行长陆磊发文称，《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方案》从机 制上明确了数字人民币将从数字现金时代迈入数字存款货币（ Digital Deposit Money ）时代。特朗普暗示，他已经有了一 位心目中的美联储下一任主席人选，但并不急于宣布，可能会在 1 月宣布。特朗普承认，乌克兰领土问题实际上"仍未谈 妥"，顿巴斯地区的非军事化区划设等"棘手"问题尚待解决。日本央行 12 月政策会议纪要显示，多位委员认为该国实际利 率仍处于极低水平，暗示未来将继续加息。 重点品种：贵金属， 股指，铜 首席点评： 贵金属集体回调 股指 ： 美国三大指数下跌，上一交易日股指冲高回落，石油石化板块领涨，有色金属板块领跌，市场成交额 2.16 万亿 元。资金方面， 12 月 26 日融资余额减少 20.37 亿元至 25264.62 亿元。 2025 年 12 月 26 日国家发改委发表《大力推 动传统产业优化提升》，对钢材、石化等原材料产业实现供需平衡、结构优化。我们预计供给侧改革可能会推升大宗 商品的价格并带动资源型股票上涨。 12 月以来人民币兑美元加速升值， 12 月 24 ...