USDA干旱报告：美国大豆受干旱影响区域比例扩大，播种能否顺利推进？ 相关链接 期货热点追踪 ...

CFC商品策略研究 . 以下文章来源于CFC商品策略研究 ，作者CFC油脂油料研究 好的研报应该提供打破经验，观念，陈规或惯例的视角，提供自我逻辑审查的意识自觉。阅读体验应该是一次历险，也许是一次漂流，它并不把你带 到任何一个安全的港湾去，但更像是提供一种类似在悬崖边临渊回眸，另做选择的逻辑启发，或自我反讽的邀请。 文 | 石丽红 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 24/25产季，国内花生现货价格仅在国庆后出现一轮上涨行情，随后长期进入僵持阶段。自新季花生上市至今，主流产区通货米价格在3.95- 4.25元/斤范围内波动，尤其是年后基本围绕4.1元/斤关口小范围起伏。市场目前对僵持局面存在几点疑惑：供需为何长期僵持？产区是否还存 在"抛压"？当前价格是否对新季播种积极性有影响？为此我们走入东北产区，开展实地调研，总结成果如下： 供需为何长期僵持：需求走弱，但单产不达预期导致成本抬升 24/25年度，国内需求市场整体疲软，尤其是食品米走货持续偏慢。据产业反馈，2025年春节后80天内兴城红崖子集散地累计走货数量 下降20%左右，黑山、阜新、昌图均有下滑。需求疲弱导致各渠道环节 ...

油脂油料早报 研究中心农产品团队 2025/05/14 隔 夜 市 场 信 息 ： SPPOMA：马来西亚5月1-10日棕榈油产量环比增长22.31% 南部半岛棕榈油压榨商协会（SPPOMA）发布的数据显示，2025年5月1-10日，马来西亚棕榈油产量环比增长 22.31%，鲜果串单产增长20.20%，出油率增长0.40%。 MPOB报告：马来西亚4月底棕榈油库存环比增加19.4% 马来西亚棕榈油总署（MPOB）公布月报显示，马来西亚4月底棕榈油库存较前月增加19.37%，至187万吨。 MPOB数据显示，马来西亚4月毛棕油产量为169万吨，较前月增加21.52%。 马来西亚3月棕榈油出口量为110万吨，较前月增加9.62%。 此前的一份调査显示，预计马来西亚3月棕榈油库存为179万吨，产量料为162万吨，出口量料为110万吨。 USDA油籽报告：全球2025/26年度棕榈油产量预估为8043.6万吨 美国农业部公布的5月油籽报告显示，全球2025/26年度棕榈油产量预计为8043.6万吨，较上年度产量预估上调 219.1万吨。 全球2025/26年度棕榈油期末库存预计为1446.3万吨，较上年期未库存度预估 ...

"90天关税暂停令许多美国农民感到宽慰。"美国商业和经济新闻网站Marketplace刊文称。据报道，北达科他州大豆农民乔希·加克尔听闻中美达成 协议后心情好了很多，他说："我们正在取得进展，正在播种，所以我感觉很好。我们还有很多工作要做，我很感激两国正在展开对话。"与此同 时，他也对中美双边关税暂停90天之后的情况抱有谨慎的希望，8月刚好是他种植的大豆快要收获之时，他希望自己投入资金后能够得到回报。 据美国有线电视新闻网（CNN）巴西频道报道，美国大豆协会主席凯莱布·拉格兰对"朝着问题解决迈出的第一步"表示满意，但他表示，目前的关 税税率"依然过高"，可能还是会让美国大豆在中国的市场份额下降。 据《环球时报》驻巴西特派记者观察，中美日内瓦经贸会谈联合声明发布后，巴西农业媒体和农业从业者最关心的是大豆的价格和出口。今年4月 初，中国与巴西签署了至少240万吨的大豆采购合同，这相当于中国月均进口量的近1/3。 【环球时报综合报道】编者的话：近几年，中国在从美国进口大豆等农产品的同时，也开始增加从南美等地区国家的农产品进口。中国持续推动 农产品进口多元化，巴西已超越美国成为中国最大的大豆供应国，中国和阿根廷签署了 ...

Group 1 - The core viewpoint is that the yellow flower industry in Datong, Shanxi, is being actively promoted through various cultural and sports activities, with a focus on product diversification and market expansion [1][3]. Group 2 - Datong's Yunzhou District is the largest yellow flower planting area in China, covering 178,000 acres, with an industry chain output value of 2.4 billion yuan [3]. - The yellow flower industry contributes to 21% of the average net income of farmers in the region [3]. - To stabilize planting areas, Yunzhou District has introduced a subsidy policy, providing 1,000 yuan per acre for quality bases and 2,000 yuan for new plantings [3][5]. Group 3 - A "three-year dense planting plan" has been initiated to improve land utilization, aiming to increase the average number of plants per acre to around 5,000 [5]. - The district plans to implement modern agricultural techniques, including water and fertilizer integration and micro tillage machinery [5]. Group 4 - Significant breakthroughs in deep processing are expected this year, with multiple key projects set to launch, including new production lines for various yellow flower products [5]. - A "dual-wheel drive" marketing strategy will be implemented to enhance product sales, targeting major supermarkets and agricultural markets in key regions [5].

2025 年 5 月 13 日 2025/26 年度全球农产品供需形势预测 ---2025 年 5 月美国农业部供需报告解读 谢义钦 投资咨询从业资格号：Z0017082 xieyiqin@gtht.com 报告导读： 货 研 究 所 本文基于 5 月美国农业部全球农产品供需报告的数据，对 2025/26 年度全球谷物（包括玉米、小麦和稻米）、油脂油料（包 括大豆、豆油和豆粕）、美国畜牧产品和乳品（包括牛肉和乳品）、全球软商品（棉花）等板块的供需形势做了梳理，通过 阅读本文可以对以上大类农产品未来的大势有个基本的了解。 请务必阅读正文之后的免责条款部分 请务必阅读正文之后的免责条款部分 1 1. 谷物类：玉米增产主导，小麦供需基本稳定 全球谷物三大主粮，玉米、小麦和稻米，其中玉米产量最大，小麦和稻米产量基本相当。 2025/26 年度，全球谷物产量预计 28.9676 亿吨，同比增加 5728 万吨；总供应增加 2785 万吨，至 36.6349 亿吨；总消费增加 3844 万吨至 29.0735 亿吨，结转库存小幅下降 1060 万吨至 7.5614 亿吨，库存 消费比（库存消费比，简称库销比，是反映农产品 ...

Core Viewpoint - The article highlights the innovative use of live streaming by village leaders in Tai Ping Street to promote local agricultural products, transforming traditional farming into a modern marketing strategy that connects rural producers with national consumers [3][15]. Group 1: Agricultural Innovation - The "Tai Ping Bao" watermelon is characterized by its early market entry, extended supply period, and unique qualities such as thin skin and sweet taste, with availability from late March to mid-October [4][6]. - The local government has invested in the development of the Tai Ping Bao watermelon industry by introducing new varieties, promoting advanced technologies, and establishing standardized production bases [6]. Group 2: Economic Impact - The collective income of Xiao Lan Zhuang village has surpassed 300,000 yuan, driven by the success of the watermelon sales through live streaming and efficient land management practices [7]. - The village has adopted cooperative models and land consolidation strategies to enhance income for local farmers, demonstrating a successful integration of agriculture and technology [7]. Group 3: Diversification of Products - In addition to watermelons, other local products such as stone-ground flour and mugwort are being promoted through live streaming, showcasing traditional craftsmanship and health benefits [8][10]. - The establishment of a professional cooperative for mugwort cultivation has led to the development of value-added products, contributing to the economic uplift of the community [10]. Group 4: Community Engagement - Village leaders are actively engaging with the community by sharing knowledge and encouraging collective participation in agricultural ventures, such as koi fish farming, which has gained popularity through live auctions [11][13]. - The article emphasizes the role of live streaming as a bridge connecting rural producers with consumers, fostering a sense of community and shared success [15].

春为竹海，秋作竹笋。重庆南川是"中国方竹之乡"，其金佛山方竹笋久负盛名，至今已有1700多年种植 历史，年产量达3万余吨，畅销国内外市场。近年来，中国人民银行巴南分行聚焦南川区特色产业，点 线面多维发力，因地制宜推动创新信贷产品、产业链做强做优、农文旅商融合发展。 "一产一品"创新信贷产品 点上破解融资难题 每年的八、九月份是集中垫林时期，这期间也是笋农集中用款的高峰期，融资需求旺盛。但同时，笋农 们也面临着抵押担保弱、线下贷款流程时间长、季节性资金周转急的问题，一定程度上制约了规模化发 展。中国人民银行巴南分行指导南川区银行机构挨家挨户走访了解笋农们贷款需求和经营中的困难，在 充分调查笋农们经营规模、资金流水等信息后，"一产一品"创新信贷产品，破解笋农融资难题。 "时间不等人呐，笋子一夜萌发，两三天就从笋包长成竹子。去年我资金紧张，一直担心贷款流程太长 影响竹笋收购，没想到银行还有针对我们笋农的专属产品。"当地竹笋收购"大王"曾德说道。据悉，重 庆三峡银行南川支行为笋农量身定制了"竹笋商户贷"纯信用线上信贷产品。该产品根据行业周期特点采 取循环授信、随借随还、纯信用模式，实现从以前线下最快1周时间放款到现在 ...

Core Viewpoint - The garlic industry in Shuyangshan Town, Pizhou City, is being developed into a globally influential agricultural industrialization model, significantly contributing to rural revitalization and economic growth through the integration of various industries [1][5]. Group 1: Industry Development - The garlic industry is positioned as a leading sector in Shuyangshan Town, supported by major project construction and the gathering of funds and talent [1]. - The establishment of a garlic breeding base has led to the preservation of 150 garlic germplasm resources and the successful breeding of two new garlic varieties, with yields 10%-15% higher than conventional types [2]. - The town has built 32 green garlic production bases and certified 15 green garlic products, enhancing the quality and market competitiveness of Pizhou garlic [3]. Group 2: Processing and Innovation - The deep processing level of garlic has been enhanced through collaborations with various research institutions, leading to the production of diverse garlic-derived products [4]. - The annual processing capacity of black garlic has reached 4,300 tons, with additional products like black garlic vinegar and black garlic soy sauce totaling 7,000 tons [4]. - The promotion of Pizhou garlic through new media platforms has increased its brand recognition, with significant investments in cold chain logistics to support the industry [4]. Group 3: Economic Impact - The garlic industry has formed a complete industrial cluster worth billions, integrating planting, deep processing, trade, research, and market services [5]. - The brand "Pizhou White Garlic" has been recognized as a national geographical indication product, contributing to significant sales in supermarkets and online retail [5]. - The implementation of a full industry chain model has increased rural collective economic income and directly boosted farmers' wages [5]. Group 4: Lessons Learned - Brand building is essential for industry revitalization, with modern agricultural parks and e-commerce playing a crucial role in enhancing the reputation of Pizhou garlic [6]. - Innovation is a driving force for industry revitalization, focusing on technological and product innovation to expand the garlic industry's reach into health and pharmaceutical sectors [7]. - Strengthening village collective economies through various initiatives has fostered community development and support for the garlic industry [7].

江西苗海南种 定安上千亩红芽芋陆续成熟销往上海 在定安县岭口镇封浩洋，工人正在采收红芽芋。通讯员 王槐炜 摄 海南日报讯(海南日报全媒体记者 李豌)"我们不要大的芋母，只要这些小小的芋艿。"5月8日，定安县岭 口镇封浩洋，200亩红芽芋已经成熟，海南轩韵进出口贸易有限公司岭口片区负责人李远廷拿起一株从土地挖 出来的芋头，向海南日报全媒体记者介绍。 围绕着主根成长的小芋艿，个头小小，每个重量在半两到3两不等，一株红芽芋能收10个到15个芋艿，口 感香糯软鲜。"从去年11月种下，最近开始收获。"李远廷说，岭口片区种植红芽芋200亩，预计采收20天，每 天可收获10吨左右芋艿。 这些新鲜采收的芋艿，不是直接销售，而是要被立马装进冷链货车，运往江西加工成芋头饺子皮等半成 品食品产品。 "海南气候好，适合错峰种植，我们就利用江西较冷的气候育种，然后把种苗拉到海南种植。"李远廷 说，虽然最终售卖的产品是加工品，相对来说受季节限制小，但依然对新鲜收获的食材有较大需求，"加工品 有不同等级，在海南错峰种植的芋艿，主要用于加工成芋头饺子皮等高端精品产品，销往上海市场，每斤能 卖到15元。" 早在两年前，该企业就开始在定安县翰林 ...