鸡蛋价格持续下降。当前鸡蛋产能持续增加，鸡蛋需求不及预期，消费需求进入传统淡季，供大于求的 压力或进一步加强。上半年均价为4.020元，同比下降6.02%，均价由1月份5.058元降至6月份3.372元， 环比下降50.00%。 肉、蛋类 猪肉价格呈下降态势。监测数据显示，1月份各县区农贸市场猪肉价格为上半年最高点，均价为14.890 元/斤，六月份为上半年价格最低点，均价为13.550元/斤。其中，精瘦肉均价为14.543元，同比上涨 2.36%；五花肉均价为13.541元，同比上涨0.64%。 牛羊肉价格均小幅波动。随着供应端产能的调整和市场需求的回暖，牛肉价格开始呈现出小幅上涨的趋 势。羊肉行情走势整体呈现出一定的稳定性，但也有小幅波动。上半年鲜牛肉均价为32.431元，同比下 降15.32%，鲜羊肉均价为40.812元，同比下降3.90%。其中6月份，鲜牛肉均价为33.520元，与一月份相 比环比上涨4.59%；鲜羊肉均价为40.920元，与一月份相比环比上涨0.05%。 中国发展网讯山东省东营市发展改革委价格监测，上半年东营市居民生活消费品价格总体运行平稳，其 中粮油价格略有下降；猪肉价格呈下降态势 ...

Group 1 - Prit's announcement to establish a subsidiary in Nansha, Guangzhou, with a total investment of 1 billion yuan and an expected annual production capacity of 400,000 tons [1] - The number of A-share companies mentioning Nansha in their 2024 annual reports has increased to 216, with over 10 billion yuan of funds flowing into the area [1][2] - The "Nansha Plan" aims to develop Nansha into a strategic platform for cooperation among the Guangdong-Hong Kong-Macao Greater Bay Area, attracting significant investments from various sectors [1] Group 2 - Guangzhou Port's fixed asset scale increased from 193.65 billion yuan in 2022 to 290.67 billion yuan in 2024, with a total increase of 9.7 billion yuan [2] - In 2022, Guangzhou Port raised 4 billion yuan through stock issuance and recorded a cash inflow of 13.022 billion yuan, both reaching a ten-year high [2] - The international general terminal project at Nansha Port is set to enhance the logistics system, with an investment of 7.472 billion yuan and a designed annual throughput capacity of 15.5 million tons of general cargo [3] Group 3 - COSCO Shipping's subsidiary in Nansha has invested 600 million yuan, with total assets of 2.377 billion yuan and a net profit of 327 million yuan in 2024 [4] - The logistics sector in Nansha is supported by the establishment of a wholly-owned subsidiary by COSCO Shipping, focusing on international shipping and logistics [3][4] Group 4 - Fuan Energy has increased its stake in Nansha Storage to 70% and invested in a comprehensive energy petrochemical storage base with a capacity of 918,300 cubic meters [6] - The petrochemical park in Xiaohu Island is recognized as a specialized chemical park, with a planned area of 9.7 square kilometers [7] - The food and agricultural products import-export center project by Agricultural Products Co. is set to establish a hub in Nansha, covering an area of 200,000 square meters [8] Group 5 - Watson Bio has established a production base in Nansha with a focus on mRNA technology and set up a 1.2 billion yuan investment fund [9] - The company has seen its operating profits decrease from 84 million yuan in 2022 to 38 million yuan in 2024, benefiting from a preferential tax rate starting in 2024 [9] - Tianrunxin has established a subsidiary in Nansha, aiming to develop a security technology industry hub in the Greater Bay Area [10][11]

Group 1 - The core message emphasizes the importance of China and France as major global powers advocating for multilateralism and free trade in response to unilateral actions that threaten international order [1][7] - French President Macron expressed a desire for enhanced economic and financial cooperation with China, viewing it as a reliable partner for investment and a means to balance trade relations [2][5] - The discussions included China's call for France to support Chinese investments and create a fair business environment for Chinese enterprises in France [2] Group 2 - The article highlights the potential impact of U.S. tariffs on the EU, particularly the proposed 17% tariff on EU agricultural products, which could escalate tensions and affect trade dynamics [1][5] - The dialogue between China and France is seen as part of a broader trend towards reconciliation between China and the EU, which could complicate U.S. trade strategies [5][7] - Wang Yi's visit to Europe, including meetings with various European leaders, signifies China's commitment to maintaining stability and promoting multilateral trade frameworks [7]

图片来源：每日经济新闻 刘国梅 摄（资料图） ESG政策 三部门发布《关于开展零碳园区建设的通知》，零碳园区建设快步跑 国家发展改革委、工业和信息化部、国家能源局日前发布《关于开展零碳园区建设的通知》（以下简称《通知》）。《通知》明确零碳园区建设的基本条 件，并部署了8方面重点任务，支持有条件的地区率先建立一批零碳园区，为有计划、分步骤推进各类园区低碳化、零碳化改造指明了方向。 每经记者｜徐肖逍 每经编辑｜张海妮 市场监管总局消息，我国牵头制定的渔业和水产养殖领域碳足迹国际标准《水产品碳足迹 大型藻类产品种类规则》近日正式发布。该标准由中国、意大 利、挪威、冰岛、荷兰、印度、摩洛哥、韩国、伊朗九国专家共同参与研制，规定了大型藻类产品相关的碳足迹计算要求，适用于大型藻类全价值链碳足迹 的评价，能够为大型藻类对气候影响的研究提供可靠和准确信息，为减少大型藻类产品全价值链中各环节能源消耗提供改进方向，也是落实联合国海洋负排 放国际大科学计划的有力实践。 点评：这是中国在应对气候变化领域从参与者向规则制定者转变的重要标志，展现了我国在海洋负排放技术标准体系构建中的引领作用。 点评：三部门发布零碳园区建设通知，明确条件 ...

中国发展网讯山东省临沂市发展改革委价格监测数据显示，7月10日监测的超市55种主要居民生活消费 品零售价格较上周14涨27平14降。其中，粮油副食类价格稳定，蔬菜价格上涨，当前临沂市居民生活消 费品供应充足，市场运行平稳有序。 监测的8个肉禽蛋类品种价格较上周4涨2降2平。监测的精瘦肉、去骨后腿肉、肋排、牛肉每斤价格分别 为15.97元、13.43元、21.92元、33.04元，较上周分别上涨0.31%、1.37%、2.54%、0.30%；羊肉、鸡蛋 每斤价格分别为39.88元、3.13元，较上周分别下降0.62%、7.36%；其他品类价格与上周持平。 蔬菜价格涨跌互现 监测的17个蔬菜品种价格较上周8涨9降。其中西红柿、黄瓜、油菜价格涨幅居前，每斤价格分别为3.52 元、3.01元、2.35元，较上周分别上涨38.42%、25.49%、24.09%；茄子、芹菜、白萝卜价格下降居前， 每斤价格分别为1.96元、2.19元、0.916元，较上周分别下降11.49%、6.12%、6.06%；其他蔬菜品类价格 均小幅波动。 水果价格2涨3降 监测的5个水果2涨3降。苹果、桔子每斤价格分别为5.64元、4.93元，较 ...

证券代码：000860 证券简称：顺鑫农业 公告编号：2025-020 北京顺鑫农业股份有限公司 关于 2025 年度第一期中期票据发行结果的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 北京顺鑫农业股份有限公司（以下简称"公司"）于 2024 年 8 月 16 日召开 的议案》。2024 年 12 月 13 日，公司发布了《关于收到中期票据接受注册通知 书的公告》（公告编号 2024-032），公司收到中国银行间市场交易商协会《接受 注册通知书》（中市协注〔2024〕MTN1240 号），接受公司中期票据注册，注 册金额为 10 亿元，注册额度自《接受注册通知书》落款之日（即 2024 年 12 月 公司于 2025 年 7 月 9 日发行了 2025 年度第一期中期票据，现将本期中期票 据发行结果公告如下： 北京顺鑫农业股份有限公司 25 顺鑫农业 和上海清算所网站（www.shclearing.com.cn）。 特此公告。 北京顺鑫农业股份有限公司 董事会 | 债券名称 | 债券简称 | | | | | | | | | | | --- | --- ...

Performance Forecast - The company expects to achieve a net profit attributable to shareholders of 320 million to 400 million yuan for the first half of 2025, indicating a turnaround from previous losses [1] - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -20 million and -30 million yuan [1] Previous Year Comparison - In the same period last year, the total profit was -660.34 million yuan, with a net profit attributable to shareholders of -540.01 million yuan, and a net profit excluding non-recurring gains and losses of -603.60 million yuan [1] - The earnings per share for the previous year was -0.62 yuan [1] Reasons for Turnaround - The expected turnaround in performance is primarily due to a significant decrease in interest expenses and effective cost management strategies, including procurement and supply chain cooperation that reduced the costs of key feed raw materials [1] - The main business segments, including pig farming, feed, and slaughtering, have shown recovery and restructuring, laying a foundation for improved profitability [1] - The second quarter is expected to show a positive net profit attributable to shareholders, excluding non-recurring gains and losses, although the half-year figure is still projected to be negative due to depreciation and amortization costs from idle pig farms and feed factories, which are estimated to reduce profits by approximately 50 million yuan [1]

Core Insights - The article highlights the integration of party building and e-commerce development in Jiangyong County, Hunan Province, showcasing a new model for rural revitalization through digital transformation and community engagement [1][2][3]. Group 1: Party Building and Talent Development - Jiangyong County has established a three-tier organizational system combining "E-commerce Street Center Party Committee + Functional Party Branches + Party Member Demonstration Households," managing over 2,000 live-streaming merchants and 23 provincial e-commerce demonstration enterprises [2]. - The county has implemented policies to support e-commerce talent, attracting over 40 professionals to start businesses locally and training more than 200 e-commerce talents through regular workshops [2]. - Currently, there are over 2,900 e-commerce enterprises and online stores in the county, employing more than 9,000 people, creating a positive cycle of talent driving industry and industry promoting revitalization [2]. Group 2: Digital Empowerment and Logistics - Jiangyong County has built 87 rural e-commerce service stations and integrated logistics resources from nine courier services to create a three-tier logistics network, achieving full coverage of "express delivery into villages" [3]. - Special events like "Village Broadcasting Competition" and seasonal promotions have helped 3,500 farmers increase their income, with direct sales to farmers reaching 1.033 billion yuan in the past three years [3]. - The county's collective economy has increased by over 3 million yuan, and it has been recognized as a national model for rural e-commerce development [3]. Group 3: Brand Development and Market Expansion - The county has developed a regional public brand matrix called "Jiangyong Five Spices," with "Jiangyong Fragrant Taro" recognized as a national geographical indication product [4]. - The "e-commerce + company + cooperative + farmer" model has been successfully implemented in Liujiacun Village, leading to an average annual income increase of over 200,000 yuan for more than 20 households [4]. - In 2024, the county's e-commerce platforms are expected to generate 260 million yuan in sales of agricultural products, facilitating the transition of products from rural areas to urban markets [4]. Group 4: AI Transformation and New Agricultural Practices - Jiangyong County has initiated AI empowerment training for e-commerce, teaching tools like DeepSeek to enhance operational efficiency for practitioners [6]. - Local entrepreneurs have successfully utilized AI for supply chain optimization, significantly increasing the cultivation area for fruits and vegetables [6]. - Over the past three years, the county has conducted more than 70 e-commerce training sessions, cultivating 1,142 "new farmers" and injecting technological momentum into rural revitalization [6].

农产品早报 研究中心农产品团队 2025/07/11 棉花：棉花库存数据下降过快，以此计算的表需较高，若这样下去，季末去库不可避免，带动近期棉价上行，不过上方仍有套保盘压制，同时 下游订单、利润和开机均较弱，对高棉价接受度也有限，建议对本轮上涨持谨慎态度。若需求进一步恶化或出现宏观风险，棉价或进一步下 行，若均没有，将持续在目前位置震荡。 | 玉米/淀粉 | | | | 玉米 | | | | | | 淀粉 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 长春 | 锦州 | 潍坊 | 蛇口 | 基差 | 贸易利润 | 进口盈亏 | 黑龙江 | 潍坊 | 基差 | 加工利润 | | 2025/07/04 | - | 2330 | 2450 | 2460 | -23 | 0 | 423 | 2850 | 2950 | 128 | -66 | | 2025/07/07 | - | 2320 | 2420 | 2460 | -6 | 10 | 423 | 2850 | 2950 | 165 | -6 ...

油脂油料早报 研究中心农产品团队 2025/07/10 报告前瞻：调查显示分析师平均预计美国 一项调查显示，分析师平均预计美国2024/25年度大豆年未库存料为3.58亿蒲式耳。 美国2025/26年度大豆产量料为43.34亿蒲式耳，单产料为52.5蒲式耳 英亩。 全球2025/26年度大豆年未库存料为1.2631亿吨；全球2025/26年度玉米年末库存料为2.7746亿吨。 巴西2024/25年度大豆产量料为1.6925亿吨，阿根廷2024/25年度大豆产量料为4,927万吨。 美国农业部定于 月11日1600GMT（北京时间 月12日00:00）公布 月作物供需报告。 年度油菜籽产量预计为 一项大宗商品研究报告显示，欧盟27 英国2025/26年度油菜籽产量预计为2,030万吨，预估区间介于1,930万吨至 2,130万吨。 在过去两周，欧洲国家气温较正常高出1-6摄氏度，大多数地区的降雨量低于平均水平，引发了对法国、德国和波 兰干旱的担忧。只有西班牙和英国的降雨量高于均值，雨量较正常高9-30毫米。 最新的气象预报显示，欧洲西部和中部地区本周末之前天气较为凉爽，未来两周气温则较高。预计欧洲西部和中部 将 ...