□高敏娜 韩雨格 冬日的兴安盟大地银装素裹，蕴藏生机。扎赉特旗的田野上，积雪覆盖着整齐的稻茬，仿佛为丰收蓄力 保温；科右前旗的草原上，棚圈内牛羊壮实，安稳过冬；突泉县的日光温室内，一片绿意盎然，反季果 蔬长势正旺。兴安盟这片6万平方公里的土地，正以"产业提质、乡村焕新、农牧民增收"三支画笔，在 乡村振兴的画卷上挥毫泼墨，绘制出一幅生态美、产业兴、百姓富的现代田园新图景。 产业提质：绿色禀赋催生"链式效应" （来源：内蒙古日报） 转自：内蒙古日报 兴安盟北依大兴安岭，南接松嫩平原，地处北纬46度"玉米黄金种植带""寒地水稻黄金种植带"和"最佳 养牛带"，绿色是这里最厚重的底色。 如何将生态资源转化为发展优势？盟委、行署给出的答案是：立足资源禀赋，聚焦主导产业，全力推动 现代绿色农林牧业提质增效，构建现代化大产业体系。 在乌兰浩特绿色产业园，内蒙古科沁万佳食品有限公司的生产线正满负荷运转。这家以当地农产品为原 料的调味品企业，每年可消化兴安盟内卜留克、黄豆、水稻、白菜等农产品数万吨。"我们通过'企业 +合作社+农户'模式与150名农户结成利益共同体，通过订单农业带动农户标准化种植。"内蒙古科沁万 佳食品有限公司副 ...

Core Viewpoint - The United States has extended the African Growth and Opportunity Act (AGOA) for one year, providing a crucial buffer for Ghana's trade relations with the U.S. [1] Group 1: Impact on Employment and Industries - The extension of AGOA is expected to protect thousands of jobs in Ghana, particularly in sectors reliant on U.S. exports such as textiles, agriculture processing, and cocoa products [1] - The Ghanaian Ministry of Trade emphasizes the importance of this extension for maintaining investor confidence [1] Group 2: Trade Relations and Future Challenges - The U.S. plans to implement a 10% global tariff in April 2025, followed by an additional 15% tariff specifically on Ghanaian exports in August 2025 [1] - The Ghanaian government has been actively negotiating with the U.S. to secure the continuation of AGOA benefits [1] Group 3: Collaborative Efforts - The extension is a result of collaboration between the Ghanaian government, the Ministry of Foreign Affairs, the World Trade Organization, and West African partners [1] - The Minister of Trade encourages export companies to leverage the "Accelerated Export Development Program" to further expand into the U.S. market [1] Group 4: Strategic Importance - Although the extension is only for one year, it provides a critical adjustment period for Ghanaian exporters to remain competitive in an increasingly complex global trade environment [1]

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].

每经AI快讯，农产品2月6日晚间发布公告称，公司第九届第三十七次董事会会议于2026年2月5日以通 讯表决方式召开。会议审议了《关于同意全资子公司果菜公司签订的议案》。 （记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 ...

证券日报网讯 2月6日，金健米业（600127）在互动平台回答投资者提问时表示，2025年以来，公司聚 焦品牌建设与质效提升，通过举办"桃花源国风游园""十美堂万亩花田音乐节"等跨圈营销活动，联动世 界旅游小姐总决赛、湘超、金洞村K等文体盛事，不断提升金健品牌影响力，先后获评工信部首批中国 消费名品、新华社世界品牌莫干山大会优秀典型、中国品牌故事大赛全国总决赛一等奖等。股价的波动 可能受二级市场多种因素的综合影响，敬请投资者注意相关风险。 ...

1. Report Industry Investment Rating No relevant information provided. 2. Core Views of the Report For Soybean Meal - The overall supply and demand of soybean meal are loose, with pre - holiday supply and demand remaining stable and potential risk disturbances after the holiday. The CBOT soybean futures price rebound is limited, and the market will trade repeatedly between the expectations of supply tightening and South American bumper harvest. The soybean meal 05 contract is expected to trade in the range of 2700 - 2860 [6]. For Rapeseed Meal - The rapeseed meal market continues to be in a situation of weak supply and demand. The market is greatly affected by news related to imported rapeseed supply. The rapeseed meal 05 contract will return to the trading range of 2200 - 2430. Attention should be paid to the development of China - Canada trade relations [50]. 3. Summary by Related Catalogs Soybean Meal International Situation - The new US bio - diesel policy boosts soybean oil demand, increasing the expected soybean crushing volume in the US and supporting the US soybean futures price. Brazil's soybean production is raised, and it has entered the harvest season with a high probability of a bumper harvest, which restricts the rebound of futures prices. South American soybeans are about to enter the peak shipping season, and there may be selling pressure on CNF premiums. The future trading focus of the US soybean futures lies in the implementation progress of US soybean demand and the final confirmation of South American production. The planting area of new - crop US soybeans may shrink [6]. - According to the USDA's January supply - demand report, the global and US soybean ending stocks are expected to increase, with the US soybean production slightly up, exports down, and crushing up. The annual average price is expected to decrease [7][8]. - The ratio of US soybean to corn has decreased, which may reduce the planting area of new - crop US soybeans. The February US Agricultural Outlook Forum and the March planting intention report will provide more guidance [12]. Domestic Supply and Demand - Due to the price advantage, China's demand for imported soybeans mainly comes from South America. The CNF premium of Brazilian soybeans has rebounded. The US Department of Agriculture predicts that Brazil's soybean production and exports will increase in the 2025/26 season. Although China has adjusted tariff measures, commercial purchases of US soybeans are still difficult, and mainly policy - based purchases are carried out [14][17][19]. - The inventory of imported soybeans at ports is decreasing, and long - term purchases are being carried out gradually. The procurement progress of different shipment months in 2026 varies [26][29]. - The operating rate of oil mills has declined slightly, but the crushing volume is still higher than the same period last year. In January 2026, the national oil mill soybean crushing volume decreased from the previous month but increased year - on - year [30][33]. - Before the holiday, downstream replenishment continued, leading to a reduction in oil mill soybean meal inventory, which supported the spot price and basis. In January, the inventory of national oil mill soybean meal decreased slightly, and the year - on - year increase continued to expand [34][36]. Basis and Spreads - The basis of the soybean meal 05 contract is 290 yuan/ton, and the 5 - 9 contract spread is - 102 yuan/ton [41]. Rapeseed Meal International Situation - The ICE rapeseed futures price first fell and then rose last month. The new US bio - diesel policy boosted soybean oil demand, driving up the vegetable oil market. The improvement of China - Canada economic and trade relations, with China expected to reduce tariffs on Canadian rapeseed products, led to an increase in rapeseed futures prices. The settlement price of the rapeseed futures main contract increased by 6.43% month - on - month [49]. - Statistics Canada raised the forecast of new - crop rapeseed production in 2025 to a record 21.8 million tons, higher than market expectations [53]. Domestic Supply and Demand - The improvement of China - Canada economic and trade relations is expected to improve the supply structure of rapeseed products. Chinese oil mills' rapeseed and rapeseed meal inventories are at a low level. Due to the low - season of winter aquaculture, the demand for rapeseed meal feed is small, and oil mills have stopped operating. The market is still in a situation of weak supply and demand. The rapeseed meal price is expected to repair the price difference between soybean meal and rapeseed meal after a decline, which may trigger protein substitution demand [49]. - There are no new purchases of imported Canadian rapeseed, and the rapeseed inventory of oil mills is at a low level. The arrival volume of rapeseed at major oil mills in February is about 120,000 tons, and the rapeseed inventory of oil mills in the 5th week is 58,000 tons [62][63]. - Rapeseed crushing plants have basically stopped operating. In the 5th week, the operating rate of rapeseed crushing plants is about 0%, and the rapeseed meal output is 120 tons [67]. - In the off - season of demand, the downstream trading volume of rapeseed meal is small, and the提货 volume is at a low level compared with the same period last year. In the 5th week, the 提货 volume of coastal rapeseed meal is 200 tons, and the spot trading volume of the rapeseed meal market is 7000 tons [68][70]. - Oil mills' rapeseed meal inventory is zero, and the inventory of granular rapeseed meal at ports is continuously decreasing. In the 5th week, the oil mill rapeseed meal inventory is 1000 tons, the granular rapeseed meal inventory is 121,000 tons, and the consumption is 20,000 tons [72][74]. Basis and Spreads - The basis of the rapeseed meal 05 contract is 264 yuan/ton, and the 5 - 9 contract spread is - 21 yuan/ton [80]. Spread Summary - The soybean oil - meal ratio is 2.94, and the spread between the main contracts of soybean meal and rapeseed meal is 474 yuan/ton [84].

1. Report Industry Investment Rating No information is provided in the content. 2. Core Viewpoints - **Canola Oil**: Global and Canadian canola supply - demand is relatively loose, constraining prices. However, improved China - Canada trade relations and US biofuel policies support the market. Domestically, canola oil is in a de - stocking mode, but supply pressure may increase. The price is affected by canola purchase news, with increased market volatility, and short - term trading is recommended [8]. - **Canola Meal**: High expectations of a South American soybean harvest and early Brazilian soybean harvest pressure international soybean prices. But US - China trade talks and strong US soybean crushing support the market. Domestically, supply pressure may increase, and the canola meal trend is weaker than soybean meal, remaining in a weak trend [10]. 3. Summary by Directory 3.1. Weekly Highlights Summary - **Canola Oil**: This week, the canola oil futures fluctuated and closed lower. The 05 contract closed at 9,144 yuan/ton, down 236 yuan/ton from the previous week. Future prices are affected by global and domestic supply - demand factors [8]. - **Canola Meal**: This week, the canola meal futures fluctuated and closed lower. The 05 contract closed at 2,239 yuan/ton, down 48 yuan/ton from the previous week. The trend is influenced by international soybean market and domestic supply expectations [10]. 3.2. Futures and Spot Market - **Futures Market Price Movement**: Canola oil futures fluctuated and closed lower, with a total open interest of 280,449 lots, down 23,482 lots from last week. Canola meal futures also fluctuated and closed lower, with a total open interest of 932,849 lots, up 18,486 lots from last week [16]. - **Top Twenty Net Positions**: This week, the top twenty net positions of canola oil futures changed from net long to net short (- 14,217), and the net short positions of canola meal futures increased to - 259,365 [22]. - **Futures Warehouse Receipts**: The registered warehouse receipts of canola oil were 625 lots, and those of canola meal were 0 lots [28][29]. - **Spot Price and Basis**: The spot price of canola oil in Jiangsu was 9,920 yuan/ton, down from last week, with a basis of + 776 yuan/ton. The spot price of canola meal in Nantong, Jiangsu was 2,500 yuan/ton, slightly down, with a basis of + 261 yuan/ton [35][41]. - **Futures Inter - month Spread**: The 5 - 9 spread of canola oil was + 54 yuan/ton, and that of canola meal was - 47 yuan/ton, both at medium levels in recent years [47]. - **Futures - Spot Ratio**: The 05 contract ratio of canola oil to canola meal was 4.084, and the average spot price ratio was 3.92 [50]. - **Canola - Soybean Oil and Canola - Palm Oil Spread**: The 05 contract spread of canola - soybean oil was 1,090 yuan/ton, and that of canola - palm oil was 118 yuan/ton, with little change this week [60]. - **Soybean - Canola Meal Spread**: The 05 contract spread of soybean - canola meal was 496 yuan/ton, and the spot spread was 580 yuan/ton as of Thursday [66]. 3.3. Industry Chain Situation 3.3.1. Rapeseed - **Supply - Side: Weekly Inventory and Import Arrival Forecast**: As of the end of the 5th week of 2026, the domestic imported rapeseed inventory was 218,000 tons, up 98,000 tons from last week. The estimated arrival volumes in February, March, and April 2026 were 120,000 tons, 170,000 tons, and 230,000 tons respectively [70]. - **Supply - Side: Import Pressing Profit Change**: As of February 5, the spot pressing profit of imported rapeseed was + 851 yuan/ton [74]. - **Supply - Side: Oil Mill Pressing Volume**: As of the 5th week of 2026, the rapeseed pressing volume of major coastal oil mills was 350 tons, up from 0 tons last week, with an operating rate of 0.82% [78]. - **Supply - Side: Monthly Import Arrival Volume**: In December 2025, the rapeseed import volume was 55,600 tons, a year - on - year decrease of 90.79% and a month - on - month increase of 53,600 tons [82]. 3.3.2. Canola Oil - **Supply - Side: Inventory and Import Volume Change**: As of the end of the 5th week of 2026, the domestic imported and pressed canola oil inventory was 263,400 tons, a month - on - month decrease of 4.82%. In December 2025, the canola oil import volume was 219,500 tons, a year - on - year increase of 2.89% and a month - on - month increase of 54,000 tons [86]. - **Demand - Side: Edible Vegetable Oil Consumption and Production**: As of December 31, 2025, the monthly output of edible vegetable oil was 525,4000 tons, and the monthly catering revenue was 573.8 billion yuan [90]. - **Demand - Side: Weekly Contract Volume Change**: As of the end of the 5th week of 2026, the domestic imported and pressed canola oil contract volume was 66,300 tons, a month - on - month decrease of 0.08% [94]. 3.3.3. Canola Meal - **Supply - Side: Weekly Inventory Change**: As of the end of the 5th week of 2026, the domestic imported and pressed canola meal inventory was 1,000 tons, a month - on - month increase of 100% [98]. - **Supply - Side: Import Volume Change**: In December 2025, the canola meal import volume was 238,200 tons, a year - on - year decrease of 22.58% and a month - on - month increase of 23,500 tons [102]. - **Demand - Side: Monthly Feed Output Comparison**: As of December 31, 2025, the monthly output of feed was 3,008,600 tons [106]. 3.4. Options Market Analysis As of February 6, this week, the canola meal futures price fluctuated and closed lower, and the corresponding option implied volatility was 20.63%, down 1.67% from last week, at a relatively high level compared to the 20 - day, 40 - day, and 60 - day historical volatility of the underlying [109].

中新网茂名2月6日电 题：荔花初绽报春信 "中国荔乡"广东高州产业新 作者 梁盛 梁晶晶 中国的传统节气"立春"刚过，在"中国荔乡"广东茂名高州市根子镇柏桥村郁郁葱葱的荔枝林里，散落着 一栋栋白墙黛瓦的新中式楼房。村中的张老奶奶坐在自家庭院门前，冲着洁净宽阔村道上络绎不绝的外 地游客微笑，还不时站起来比划着，为他们指辨路向。 游客在柏 荔枝林下，正忙着杀菌除虫的种植大户何建和指着枝头的荔枝花芽告诉记者，今年的冷空气活跃，为荔 枝带来了明显的储花作用，"白糖罂"和"妃子笑"荔枝的来花质量很好，期待有个好收成。 何建和说，柏桥村是"中国荔乡"高州市荔枝种植核心区，全村荔枝种植面积6800亩，种植历史长达2000 多年。村中有座古荔园，被誉为"荔枝博物馆"。他除了经营自己的果园，还在村中创办了荔枝种植合作 社，去年合作社的荔枝种植面积超2000亩，荔枝鲜果销售额超1000万元。 桥广场的荔枝树下休息。何赞 摄 游客在柏 桥强村公司展厅参观。 何清 摄 记者在采访中了解到，"把荔枝种好、卖好"是柏桥村致富之路的始点，攻破荔枝保鲜技术难关是柏桥村 的底气，而以荔博园为核心、"串珠成链"的片区协同智慧，则是柏桥村农、交、 ...

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