攻略｜来广东林 博会，一站式购 优质林产品_南 方+_南方plus 绿美广东，绿色 富民！第三届广 东林业博览会将 于12月1日-3日 在梅州世界客商 中心举办。 本届林博会 以"绿美广东， 绿色富民"为主 题，总布展面积 达1万平方米， 设置综合展区、 地市展销区、苗 木花卉展区、省 外企业展 区、"粤林+"展 区共五大展区， 汇聚省内外400 余家企业携上千 种优质林产品亮 相。 油茶、竹制品、 森林药材、花卉 苗木、木材加工 和家具制造、香 料香精、生态旅 游、森林康养等 绿色生态好物齐 聚，全面呈现林 业产业多元魅 力。 这份超实用的参 会攻略请收好！ 展会时间 2025年12月1 日-3日 公众开放时间 为： 12月1日14:30- 21:00 12月2日8:30- 21:00 12月3日8:30- 11:30 展会地点 梅州市世界客商 中心（市民入 口：世界客商中 心西门） 主要活动 场馆导览图 第三届广东林业 博览会由广东省 林业局、梅州市 人民政府主办、 梅州市林业局承 办，展会期间还 将举办梅州林业 特色产业调研、 林业招商引资推 介暨产业对接洽 谈专场活动、林 业高质量发展推 介专场活动、 ...

Core Points - The article discusses the issuance of collective forest income rights certificates to villagers in Wuzuo Lou Village, Guangshan County, marking a significant step in the province's collective forest rights reform [1][2] - The reform model promotes "unified management without dividing the mountains, and sharing benefits without dividing the forests," allowing for large-scale and professional management of forest resources while ensuring fair distribution of income among villagers [1] - The village has 270 acres of collective forest land, with 421 households and 1,848 residents, each receiving a share in the collective forest income rights [1] Summary by Sections Collective Forest Rights Reform - Guangshan County is a pilot area for deepening collective forest rights reform in the province, actively exploring new management models under the guidance of provincial and municipal forestry departments [1] - The reform addresses challenges of fragmented management and reassures villagers about their land rights, creating a win-win situation for all parties involved [1] Economic Development Initiatives - The village is leveraging the collective forest rights reform to develop under-forest economies and eco-tourism, exploring mixed planting models such as "oil tea + medicinal herbs," "oil tea + chestnuts," and "oil tea + peanuts" [2] - This approach aims to protect the ecosystem while enhancing forestry benefits and providing tangible benefits to farmers [2] Community Impact - Villagers express gratitude for the policies that have brought real benefits, highlighting the positive impact of the collective forest rights reform on their livelihoods [2]

每经AI快讯，ST景谷（SH 600265，收盘价：20.38元）11月28日晚间发布公告称，云南景谷林业股份有 限公司董事会于近日收到公司董事会秘书、财务总监项良宝先生的书面辞任报告，项良宝先生因工作调 整原因，申请辞去公司董事会秘书、财务总监职务，辞任后将仍继续在公司担任其他职务。为确保公司 财务管理工作平稳、有序运行，经公司总经理提名，董事会提名委员会及董事会审计委员会审核，审议 通过了《关于聘任公司财务总监的议案》，同意聘任赵龙天娇女士为公司财务总监。 2024年1至12月份，ST景谷的营业收入构成为：林业行业占比96.92%，其他业务占比3.08%。 截至发稿，ST景谷市值为26亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） ...

Core Insights - The forestry sector experienced a significant increase of 7.87% on November 28, with Pingtan Development leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Pingtan Development (000592) closed at 10.73, with a rise of 10.05% and a trading volume of 5.9285 million shares, amounting to a transaction value of 6.074 billion yuan [1] - Fujian Jinsen (002679) closed at 13.34, increasing by 4.96% with a trading volume of 160,600 shares, resulting in a transaction value of 211 million yuan [1] - Yong'an Forestry (000663) closed at 8.72, up 3.69% with a trading volume of 431,400 shares, translating to a transaction value of 367 million yuan [1] - ST Jinggu (600265) closed at 20.38, slightly down by 0.10% with a trading volume of 4,558 shares [1] Capital Flow - The forestry sector saw a net inflow of 24.615 million yuan from main funds, while retail investors experienced a net outflow of 46.5207 million yuan [1] - Pingtan Development had a main fund net inflow of 23.1594 million yuan, while retail investors faced a net outflow of 44.8488 million yuan [2] - Fujian Jinsen recorded a main fund net inflow of 10.5670 million yuan, with retail investors also experiencing a net outflow of 4.2390 million yuan [2] - ST Jinggu had a main fund net outflow of 0.9339 million yuan, while retail investors saw a net inflow of 1.1111 million yuan [2] - Yong'an Forestry experienced a main fund net outflow of 8.1775 million yuan, with retail investors having a net inflow of 0.14559 million yuan [2]

天眼查App显示，近日，犍为杜厚平林业产品经营部（个体工商户）成立，法定代表人为杜厚平，注册 资本1万人民币，经营范围为一般项目：木材销售；林业产品销售；农副产品销售；初级农产品收购； 木材收购；木材加工；林产品采集；竹木碎屑加工处理。（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：木材采运。（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）。 ...

Core Viewpoint - Jiangxi Province is actively implementing collective forest rights reform, enhancing the economic value of forest resources and improving the livelihoods of local communities through innovative policies and practices [5][14]. Group 1: Forest Rights Reform - Jiangxi has over 60% of its land as forest, with more than 85% of forest land owned collectively, making collective forest land a crucial production resource for farmers [7]. - The province has extended the contract period for collective forest land, ensuring long-term stability for land rights, with 8.74 million acres of contracts extended [7]. - Innovative management systems and databases have been established, resolving historical issues and issuing over 63,400 property rights certificates [7][8]. Group 2: Economic Activation of Forest Resources - Jiangxi has introduced a forest management rights certificate system, allowing for the transformation of dormant assets into liquid capital, with 2,301 certificates issued covering 900,200 acres [8]. - The quantification of collective forest land income rights has led to significant income increases for villagers, with some households receiving over 50,000 yuan [9]. - The province has optimized logging methods, resulting in a 9% increase in collective timber harvesting from January to August 2025 [11]. Group 3: Sustainable Development and New Industries - Jiangxi is developing a modern forestry industry system focusing on oil tea, bamboo, and under-forest economy, with over 15 specialized industrial parks established [15]. - The total forestry output value reached 713 billion yuan, with a year-on-year growth of 9.7%, positioning Jiangxi among the top provinces in the country [15]. - The province has initiated a financial support policy for new forestry operating entities, with 5,988 new entities established, covering 31 million acres of land [13]. Group 4: Financial Innovations and Carbon Trading - Jiangxi has developed a mechanism for forest rights collateral and financial support, raising 1.367 billion yuan for fragmented forest rights [16]. - The province is engaging in carbon trading projects, with 256,540 tons of carbon credits approved, transitioning from timber sales to carbon credits and ecological products [17]. - The establishment of trading scenarios for ecological products is expected to generate a cumulative transaction volume of 15 billion yuan [17].

Core Insights - Jiangsu Dongtai City has a forest coverage area of 895,000 mu and a forest land retention of 246,300 mu, facing challenges in forest rights and market operations after the 2008 reform [1] - The city has developed a reform path focusing on "confirmation - transfer - appreciation - sharing" to enhance the quality of forestry development [1] Group 1: Establishing a Standardized Transfer System - Dongtai City has established a registration management system to address ownership issues and has issued 45 property rights certificates during the pilot phase [3] - A transaction method has been developed to standardize forest rights transfer, ensuring transparency and preventing asset encroachment [3] - The promotion of standardized contract templates has reduced disputes and protected the legal rights of forest farmers [3] Group 2: Activating Assets - Dongtai City has transformed forest rights from "paper rights" to "financing assets," facilitating access to bank loans for farmers [5] - The introduction of financial products like "Su Nong Dan · Dongtai Seedling Loan" has provided 130 million yuan in loans to support forestry operations [5] - An online platform for rural property transactions has been established, completing 64 projects with a total transaction amount of 2.54 million yuan [5] Group 3: Monetizing Ecological Value - The city has initiated mechanisms to realize the value of ecological products, estimating the total value of forest ecological products at 8.05 billion yuan [8] - A compensation mechanism for ecological damage has been established, allowing offenders to fulfill restoration responsibilities through purchasing ecological product value vouchers [8] Group 4: Promoting Under-Forest Economy - Dongtai City is exploring new paths for under-forest economic development, with a projected direct forestry output value of over 130 million yuan in 2024 [9] - The city encourages the development of forest eco-tourism, achieving a total forestry output value of 5.156 billion yuan by the end of October this year [9]

Core Viewpoint - The company has not yet utilized its own forest resources for domestic carbon credit (CCER) trading but is closely monitoring developments in CCER methodologies and is focused on enhancing forest quality for future carbon credit development [2]. Group 1 - The company has 800,000 acres of land available for carbon credit development, but it has not yet engaged in CCER trading [2]. - The company emphasizes the transformation of ecological value as a strategic direction and will announce any significant developments in carbon credit business through legal channels [2]. - The company is actively improving forest quality through scientific forestry practices to lay a resource foundation for future carbon credit projects [2].

2025年11月27日 商 品 研 究 国泰君安期货商品研究晨报-黑色系列 观点与策略 | 铁矿石：下游需求空间有限，估值偏高 | 2 | | --- | --- | | 螺纹钢：宽幅震荡 | 3 | | 热轧卷板：宽幅震荡 | 3 | | 硅铁：交易情绪偏弱，宽幅震荡 | 5 | | 锰硅：矿端价格坚挺，宽幅震荡 | 5 | | 焦炭：宽幅震荡 | 7 | | 焦煤：宽幅震荡 | 7 | | 原木：弱势震荡 | 8 | 国 泰 君 安 期 货 研 究 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 所 2025 年 11 月 27 日 铁矿石：下游需求空间有限，估值偏高 张广硕 投资咨询从业资格号：Z0020198 zhangguangshuo@gtht.com 【基本面跟踪】 铁矿石基本面数据 | | | | 昨日收盘价(元/吨) | 涨跌(元/吨) | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 期货 | I 2601 | | 797. 0 | 3.0 | 0. 38% | | | | | | 昨日持仓(手) | 持仓变动(手) | | | ...

Core Viewpoint - The development of Xingjing County over the past five years has transformed its ecological landscape and industrial structure, aiming for sustainable growth and ecological value conversion, with a projected GDP exceeding 9.7 billion yuan in 2024 [2]. Group 1: Ecological Development - Xingjing County is focusing on the construction of the Giant Panda National Park, with a planned 12,000 acres for a science popularization base that includes a panda exhibition hall and ecological experience routes [3]. - The county has a forest coverage rate of 80.3% and is home to the largest wild population of the rare species, the Davidia involucrata, showcasing its rich ecological resources [3]. - The county has been recognized as a model for ecological innovation and rural revitalization, having established a national-level germplasm resource bank and a provincial-level tourism demonstration area [3]. Group 2: Industrial Transformation - The county is developing a complete cold-water fish industry chain, enhancing its agricultural output with a focus on sustainable practices [5]. - In 2024, the comprehensive forestry output value is expected to exceed 1.39 billion yuan, with per capita income for forestry farmers surpassing 2,000 yuan, demonstrating the economic benefits of ecological conservation [6]. - The integration of ecological and industrial development is evident as traditional industries are being replaced by new, sustainable practices, including the promotion of high-end caviar production and the development of forest-based industries [6]. Group 3: Tourism and Cultural Development - The county is leveraging its panda-related branding to enhance tourism, with significant increases in visitor numbers to local accommodations and cultural products [7]. - The establishment of the "Panda Forest International Exploration School" and other educational initiatives reflects the county's commitment to environmental education and tourism [6][7]. - Collaborative efforts in the Chengdu-Chongqing economic circle are fostering new opportunities in the tea industry, enhancing the region's cultural and economic landscape [7]. Group 4: Social Development and Livelihood - The county has made significant investments in education and housing, with new schools and over 2,000 housing units allocated to residents, improving the quality of life [8]. - A 15-minute elderly care service circle is being developed, with over 60,000 meals served to seniors, highlighting the county's focus on social welfare [8]. - Continuous improvements in the business environment and initiatives to attract new farmers and investors are contributing to the county's economic vitality [8]. Group 5: Future Outlook - Xingjing County is poised for further development with a clear strategic vision and major projects in place, indicating a promising future [9].