Core Points - The government has issued a notification regarding the organization of the Fourth National Agricultural Census, emphasizing the importance of accurate data collection and adherence to legal regulations [1][2]. Group 1: Census Scope and Objectives - The census will cover rural households, urban agricultural operators, agricultural production units, and relevant local government bodies, focusing on various agricultural sectors including crop farming, forestry, animal husbandry, and fisheries [1]. - Key areas of investigation include agricultural production conditions, food production status, new agricultural productivity, rural residents' living conditions, and basic rural development [1]. Group 2: Implementation and Data Quality - Local governments and relevant departments are required to strictly follow laws and regulations, ensuring data quality and integrity throughout the census process [2]. - The notification stresses the importance of innovative methods and modern technologies, such as satellite remote sensing and artificial intelligence, to enhance data collection accuracy and efficiency [2].

Group 1 - The core viewpoint of the news highlights the significant growth and performance of the Consumption ETF managed by Jiashi, which tracks the major consumption index in China, indicating a strong investment opportunity in the consumer sector [2][3] - The Consumption ETF Jiashi has seen a liquidity turnover of 0.57% with a transaction volume of 4.34 million yuan, and its scale has increased by 2.61 million yuan over the past week, reaching a total of 1.079 billion shares [2] - Over the past four days, the Consumption ETF Jiashi has experienced continuous net inflows, with a maximum single-day net inflow of 4.55 million yuan, totaling 10.93 million yuan, averaging 2.73 million yuan in daily net inflows [2] Group 2 - As of November 6, the net value of the Consumption ETF Jiashi has increased by 0.42% over the past six months, ranking in the top two among comparable funds [2] - The highest monthly return since inception for the Consumption ETF Jiashi was 24.50%, with the longest consecutive monthly gains being seven months and a maximum cumulative increase of 66.83% [2] - The current price-to-earnings ratio (PE-TTM) of the index tracked by the Consumption ETF Jiashi is 19.94 times, which is at a historical low, being in the 15.58% percentile over the past three years [2] Group 3 - The Consumption ETF Jiashi (512600) tracks the major consumption index, which includes leading consumer stocks in A-shares, covering essential consumer goods from liquor to food processing, with liquor being the largest sector at nearly 39% weight [3] - The news mentions that Kweichow Moutai plans to repurchase shares with a total fund amount between 1.5 billion yuan and 3 billion yuan, with a repurchase price not exceeding 1,887.63 yuan per share [5] - According to CICC, the current demand for liquor is at a historical low, with limited downside risks, and expects gradual recovery in liquor demand supported by favorable policies [6]

生猪：供需对决，博弈加剧 专题报告 2025-11-07 王 俊 农产品研究员 从业资格号：F0273729 交易咨询号：Z0002942 028-86133280 wangja@wkqh.cn 报告要点： 国庆前后的大跌是猪价开启熊市的一次预演，本轮反弹主要由冻品入库和二育加量推动，由此 产生的后置供应，将连同基础供应和未来的前置供应，共同奠定春节前高屠宰加大体重的熊市 格局，供应过剩背景下未来盘面的大方向仍指向反弹抛空。只是当前低价位加高持仓的博弈格 局已经形成，短期利空有限背景下盘面酝酿反抽的可能，考虑近端供应偏大，而远端有去产能 的预期，未来策略首推反套，其次等待反弹后的抛空。 农产品研究 | 生猪 生猪：供需对决，博弈加剧 现货在低温和低价加持下走势反复 前期我们指出，进入三季度以后国内生猪屠宰端存在明显的放量，同时体重降幅有限，实际供 应与理论供应显示的增幅基本对应，这表明，即便经过 6 月份以来集团场的持续降重，供应总 体规模依旧偏大。从长期趋势看，这种偏大的供应水平有望贯穿今年四季度至明年一季度，春 节前后大概率还将是高屠宰+大体重的供应模式。从短期市场特征看，9 月份集团计划进度完成 不佳， ...

农民日报全媒体记者 吴砾星 赵炜 李红波 然而，面对消费端人口增速放缓、产品竞争加剧、市场结构调整的"肉达峰"趋势，以及生产端绿色健康 养殖和数字化技术重塑行业生态的叠加变化，产业大省如何积极应对？ 今年7月，广东省出台《"媒体+"赋能"百千万工程"农产品市场体系建设行动方案》，进一步深挖"媒体 +"力量助力"百千万工程"，深化农产品市场体系建设，加快建设现代乡村产业体系。时隔月余，广东畜 牧业八大协会在行业主管部门指导下，又拿出了一份《"媒体+"赋能广东畜牧产业高质量发展行动方 案》，计划通过品牌塑造与信任、产销对接与市场开拓、科技赋能与产业升级三大工程，引领全省畜牧 企业、养殖主体主动拥抱变革，再攀"肉高峰"。 白切鸡、咕噜肉、牛肉丸、烧乳鸽……提起粤菜，花样繁多的畜禽肉类菜品是食客们的心头好。数据显 示，2024年广东省肉类总产量512.4万吨，畜牧业总产值约1735.8亿元，均居全国前列。作为我国重要的 畜禽生产和消费大省，广东畜牧业规模庞大、链条完整、特色鲜明，在智慧养殖、产业集群建设等方面 优势显著。 产业： 力争三年实现六大目标 从8月14日发起倡议到22日拿出定稿，8天时间里，广东省的养猪、家 ...

Core Insights - The article highlights the advancements in agricultural modernization in Yuyao City, Zhejiang, focusing on the integration of technology and mechanization to enhance productivity and efficiency in rice farming and dairy production [1][2][3]. Group 1: Agricultural Mechanization - Yuyao City is experiencing a significant increase in agricultural mechanization, with a focus on full-process, comprehensive, high-quality, and efficient practices [3]. - The city has implemented financial incentives for the adoption of new agricultural machinery, including a maximum subsidy of 50% for new equipment and additional support for agricultural service centers [3]. - By the end of 2024, the total power of agricultural machinery in Yuyao is expected to reach 465,000 kilowatts, with a comprehensive mechanization rate of major crops projected to be 90.5% [3]. Group 2: Technological Integration - The introduction of advanced agricultural machinery, such as drones for pesticide spraying, has significantly improved operational efficiency, allowing for the treatment of over 400 acres in a day, which is more than 40 times the capacity of manual labor [1]. - The use of automated systems in dairy farming, including automatic feeding and milking machines, has led to a daily milk production of over 40 tons from a herd of more than 3,500 cows [2]. Group 3: Talent Development and Youth Engagement - Yuyao City is actively cultivating agricultural talent through a "New Farmers" initiative, which has conducted 209 training sessions and developed a network of skilled agricultural professionals [3]. - The establishment of youth practice stations has created 50 job opportunities and provided training for over 1,000 individuals, supporting skill development and employment in the agricultural sector [4]. - The city has introduced a comprehensive policy package to attract young talent to rural areas, including financial support and incentives for entrepreneurial activities [4].

Group 1: Cultural and Historical Insights - The visit to Henan by media representatives highlighted the province's transformation from an agricultural image to a modern, innovative landscape, showcasing its rich cultural heritage and economic development [1] - The significance of Ru porcelain, originating from Ruzhou, was emphasized, noting its historical importance as a royal porcelain during the Song Dynasty and its unique artistic value [1][2] Group 2: Technological Advancements in Traditional Industries - The introduction of smart farming techniques in the pig farming industry was showcased, with the use of intelligent feeding systems and air filtration, transforming traditional practices into high-tech operations [4] - The Nanyang Muyuan Meat Industry Complex was highlighted for its innovative building design and integration of over 84,000 smart devices, enhancing efficiency and biosecurity in pig farming [4][5] Group 3: Outdoor Leisure Products Industry - The outdoor leisure products industry in Pingyu was noted for its rapid growth, with 304 production and supporting enterprises, establishing itself as a major hub for outdoor products in Central and Western China [5] - The variety of products, including foldable chairs and tents, was praised for their innovative designs and global market reach, exporting to over 60 countries [5] Group 4: Retail and Employee Welfare - The retail company Pang Dong Lai, based in Xuchang, was recognized for its unique employee welfare initiatives, creating a positive work environment that enhances customer satisfaction [6] - The company's growth from a small shop to a popular retail chain was highlighted, attracting national attention and emulation from other businesses [6]

Core Insights - The rising cost of beef in the U.S. is attributed to high livestock rearing costs, tariff pressures, and a significant shortage of cattle, leading to record-high prices for consumers [1][3][5] Price Trends - U.S. beef prices have seen substantial increases, with the Consumer Price Index (CPI) reporting year-over-year rises of 18.4% for roasts and 16.6% for steaks [2] - Since 2020, overall beef prices in the U.S. have surged over 50%, significantly outpacing increases in other food prices [2] - Retail prices for ground beef have reached a historic high of $6.1 per pound, with anecdotal evidence of prices rising from $6.99 to $9.99 per pound within a month [2] Supply Issues - A critical factor behind the price surge is a severe shortage of cattle, with total U.S. cattle inventory dropping to 94.2 million head, the lowest since 1973 [3] - High feed costs and prolonged drought conditions have forced ranchers to reduce herd sizes, exacerbating supply constraints [3] - The number of cattle entering feedlots has also hit a seven-year low, further tightening market supply [3] External Factors - The emergence of a parasite in Mexico has added pressure to U.S. beef supplies, leading to import suspensions from Mexico due to disease concerns [4] - Tariff policies from the Trump administration have imposed a 10% tariff on beef imports from countries like Australia and New Zealand, with potential tariffs of up to 50% on Brazilian beef, contributing to higher domestic prices [5][6] Market Outlook - Experts predict that beef prices are unlikely to decrease significantly in the short term, with strong consumer demand persisting despite high prices [7] - The recovery of cattle herds is expected to take at least two years, meaning high beef prices may continue into 2026 [8] - The U.S. beef industry is primarily focused on producing high-fat, marbled steaks, making it challenging to replace imports with alternative lean beef sources [8]

Core Insights - Tianbang Food reported its October 2025 commodity pig sales, indicating a total sale of 686,000 pigs, including 288,100 piglets, with a sales revenue of 607.49 million yuan and an average selling price of 11.77 yuan/kg [1] Sales Performance - In October 2025, the company sold 686,000 commodity pigs, with a month-on-month increase of 11.95% in sales volume, but a decrease of 4.25% in sales revenue and a drop of 13.98% in average selling price [1] - From January to October 2025, the total sales reached 5.3233 million pigs, including 1.8983 million piglets, generating a revenue of 6.6924 billion yuan, with an average selling price of 15.30 yuan/kg [1] - Year-on-year comparisons for the first ten months show a sales volume increase of 6.76%, a revenue decrease of 7.96%, and a significant drop of 14.68% in average selling price [1]

关注我，实战精进理财技能 这是我的公众号原创第1654篇 网格策略： 择时买入底仓，设置区间网格交易，预估最大本金收益率>10%后，清仓止盈。 【内容整理于2025年10月27日网格社群分享】 大家中午好，网格账户运行4个月多以来，遭遇过多次破网情况，今天聊一聊按照目前策略，应该如何进行处理？ 破网有两种情况： ①向上破网 ②向下破网 按照策略设定，建立底仓时，应该对应以下两种情况： ①判断波段调整到位，趋势重新上升时 ②一波拉升之后的宽幅或窄幅震荡区间 永和股份对应就是第①种情况，先从20元大波段拉升到33元，然后回调到60日均线附近27元企稳，10月9日公告前三季度业绩预告，判断为波段调整结 束，买入底仓 ▁▂▃▃▂▁ 买入之后一路下跌，按照周线结构，网格设置的下限在26元，若跌破该价格网格自动休眠，上一波回调最低到25.85，此后价格回升到26元以上，网格是 自动回复，所以今天网格自动卖出了一笔。 由于该股基本面扎实，当前价格对应本年度合理估值，所以即便破网，除非后续季报公布数据偏离预期，也不会止损，而是按照技术理论，在下一个支撑 位23元附近观察价格止跌情况，择机手动补入下跌区间应买入的网格份额，并恢 ...

（文章来源：证券日报） 证券日报网讯 11月6日晚间，金新农发布2025年10月份生猪销售简报称，公司2025年10月份生猪销量 16.28万头（其中商品猪8.41万头、仔猪7.86万头、种猪0.01万头），生猪销售收入14，187.76万元，商 品猪销售均价11.83元/公斤。 ...