于回顾期间，生猪屠宰总量为2,367.0万头，较比较期间上升6.2%。在中国、北美及欧洲，屠宰量分别 上升19.3%、1.7%及6.8%。公司不时根据各地域的市场行情来调整屠宰规模。回顾期间的猪肉外部销量 亦较比较期间上升7.5%至196.0万公吨，主要原因就是屠宰量增加。 格隆汇8月12日丨万洲国际(00288.HK)公布，截至2025年6月30日止六个月，集团的收入增加8.9%至 133.87亿美元，此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主要 原因是猪肉业务大幅增长；生物公允价值调整前公司拥有人应占利润上升4.5%至7.25亿美元。董事会已 建议派付中期股息每股0.20港元。 ...

在北欧的芬兰，健康不是一种选择，而是一种从小养成的习惯。从幼儿园的午餐教育到家庭的日常采 购，"天然、安全、可溯源"是芬兰人选择食物的黄金准则。这种国民共识的背后，是像Atria阿特睿这样 的百年品牌长达122年的坚守——作为芬兰最大肉类生产商，Atria阿特睿以无抗生素养殖、北欧纯净饲 料和全程冷链溯源三大核心优势，将"北欧健康标准"注入每一块肉品。如今，Atria阿特睿将其欧盟双重 认证的猪肉产品带到中国市场，为中国家庭提供北欧式健康生活的新选择。 从源头到餐桌：揭秘芬兰食品的全球信赖密码 芬兰人将儿童健康成长视为民族根基，为此建立了严苛的食品安全体系，从立法规定校园餐食标准到实 施全程可追溯制度，从严格禁用抗生素到强制营养配比，这些写入法律的食品质量标准经过代代传承， 已深深融入芬兰人的饮食基因，造就了全民对"安全、纯净、营养"的本能追求。 从芬兰到中国：Atria阿特睿的健康承诺 源自芬兰的百年品牌Atria阿特睿，自2016年成为首个获得中国猪肉进口许可的芬兰企业以来，始终深 耕中国市场。中国消费者的饮食观念正在经历深刻变革，健康与品质正成为肉类消费的核心考量，而 Atria阿特睿的北欧纯净理念，恰 ...

Core Viewpoint - The 18th China Frozen and Refrigerated Food Exhibition showcased Shuanghui's frozen product line, highlighting the company's commitment to innovation and product diversification in the food industry [1][2]. Group 1: Product Offerings - Shuanghui presented over 60 types of frozen products, including various categories such as sausages, hot pot ingredients, chicken products, steaks, bacon, and frozen dishes [1]. - The Taiwanese-style grilled sausage is a flagship product, with new variations like authentic meat sausage, juicy sausage, and classic crispy grilled sausage introduced to the market, featuring flavors such as original, black pepper, corn, spicy, and crayfish [1]. - The exhibition featured unique products like Berlinka breakfast meat rolls, premium steaks, value bacon, fried pork chops, flaxseed chicken patties, and hot dogs, showcasing Shuanghui's exploration in product innovation [1]. Group 2: Consumer Trends and Product Strategy - Convenience is a key focus, with Shuanghui's pork products available in various forms such as strips, cubes, slices, segments, and fillings to meet diverse consumer needs [2]. - The demand for high-quality, convenient meat products is growing, reflecting a trend towards diversification and personalization in the meat consumption market [2]. - Shuanghui aims to accelerate product structure transformation by integrating meat, eggs, dairy, vegetables, and grains, aligning with the strategy of providing complete meal solutions [2]. - The company is committed to fulfilling consumer desires for a better food experience, prioritizing product innovation and quality to offer safe, healthy, and delicious meat products [2].

Core Insights - The 18th China Frozen and Refrigerated Food Exhibition was held in Zhengzhou, showcasing Shuanghui's frozen product line and facilitating communication with industry and market participants [1] - Shuanghui's frozen product range includes over 60 varieties, reflecting the company's innovation in expanding its product categories [4] - The company emphasizes product quality and safety, aligning with consumer preferences for nutritious and convenient meat products [14][18] Product Offerings - Shuanghui's frozen products include various categories such as sausages, hot pot ingredients, chicken preparations, steaks, bacon, and frozen dishes [4] - The Taiwanese-style grilled sausage is highlighted as a popular product, with new flavors introduced to cater to diverse consumer tastes [7] - The product lineup also features unique items like Berlinka breakfast meat rolls, premium steaks, and various chicken products, showcasing Shuanghui's commitment to innovation [9][10] Consumer Trends - There is a growing demand for high-quality and convenient meat products among consumers, leading to a diversified and personalized meat consumption market [16] - Shuanghui is adapting to these trends by focusing on product innovation and aligning its offerings with consumer needs for convenience and nutrition [16][18] - The company aims to integrate its product strategy around essential food categories, enhancing the overall dining experience for families [16]

Core Viewpoint - Chile's Agricultural and Livestock Service (SAG) has suspended imports of animals and animal products from Argentina's Patagonia region due to changes in Argentina's sanitary regulations that relax foot-and-mouth disease prevention standards [1] Summary by Relevant Sections Import Suspension - The suspension affects the import of bone-in meat from Patagonia, which had been recognized as a "foot-and-mouth disease-free non-immunized zone" since 2008 [1] - The new Argentine regulations allow bone-in meat from immunized areas in northern Argentina to enter Patagonia, prompting Chile to revoke its sanitary recognition of the region [1] Economic Impact - The suspension could impact approximately $30 million in annual exports of sheep and beef to Chile, which, while not substantial, poses a significant threat to Patagonia's meat processing plants and ranches that rely on the Chilean market [1] - Argentine agricultural groups have criticized the government's lack of transparency in decision-making and warned that the European Union might follow Chile's lead, further affecting exports [1] Future Actions - Chile has clarified that the ban is specific to Patagonia and that imports of northern Argentine beef will not be affected [1] - A technical team from Chile is scheduled to assess the epidemic risk in early September, while the Argentine government hopes to restore trade following this evaluation [1]

Core Viewpoint - The state of Tocantins in Brazil is adjusting its export structure for beef and other agricultural products in response to new tariffs imposed by the United States on Brazilian goods [1] Group 1: Impact of US Tariffs - The US tariffs on Brazilian goods officially took effect on August 6, leading Tocantins to seek new international markets for its beef exports [1] - Beef accounts for approximately 60% of Tocantins' total export value to the US, with beef exports to the US amounting to about $25 million from January to June 2025 [1] Group 2: Government Response - Tocantins' Governor Wanderlei Barbosa and Agriculture Minister Carlos Fávaro are discussing strategies to mitigate the impact of the tariffs [1] - The Brazilian federal government is formulating an emergency plan to support affected industries, which includes measures to protect jobs, provide credit support, and government purchases of heavily impacted food products [1] Group 3: Market Adaptation - Fávaro suggested that Tocantins accelerate the establishment of a traceability system for cattle to meet the purchasing requirements of markets in Europe and the US, which prefer meat sourced from deforestation-free areas [1] - Investment in beef slicing technology is becoming increasingly important for farmers in Tocantins to adapt to changing market demands [1]

Group 1 - In May 2025, China's meat imports (including offal) amounted to 510,000 tons, representing a year-on-year decrease of 7.9% [1] - The import value for meat in May 2025 was $1.792 billion, showing a year-on-year decline of 6.6% [1] - In contrast, China's meat exports in May 2025 reached 70,000 tons, marking a year-on-year increase of 35.1% [1] - The export value for meat in May 2025 was $211 million, reflecting a year-on-year growth of 16.5% [1]

Group 1 - The core viewpoint emphasizes the continuous innovation in China's light industry, with new technologies, equipment, materials, and products driving structural optimization and upgrades [1] - The China Light Industry Federation is enhancing the authority and credibility of technology achievement identification to support the transformation and promotion of technological achievements [1] - In the second quarter of 2025, the Federation will evaluate the latest achievements from 19 sectors, including home appliances, plastics, food, and more, contributing to consumption and industrial upgrades [1] Group 2 - In the home appliance sector, Midea's new refrigerant system significantly improves reliability in high-pressure and high-humidity environments, enhancing kitchen air conditioning [2] - Gree Electric Appliances has developed a new heat pump air conditioner that operates efficiently in extreme conditions, addressing consumer needs [2] - The food industry has seen advancements with the Inner Mongolia National Dairy Technology Innovation Center improving infant formula protein's nutritional efficacy [2] Group 3 - Guangdong Academy of Microbiology has developed a networked prevention theory for food safety, integrating big data and AI for rapid detection and control [3] - Angel Yeast has focused on high-value yeast processing technologies, expanding applications in liquid food systems [3] - The China Meat Research Center has established a cell-cultured meat production line, creating sustainable pathways for the meat industry [3] Group 4 - Haier has made breakthroughs in home design technology, providing a one-stop digital service platform for home decoration [4] - Luzhou Laojiao has innovated an automated high-speed bottling system, significantly increasing production efficiency [4] - Southeast University has developed a skin chip that replaces animal testing, enhancing the efficiency of cosmetic product development [4] Group 5 - The technological achievements are recognized for meeting national strategies and consumer needs, contributing positively to industry advancements [5] - The China Light Industry Federation aims to enhance mechanisms for promoting technological innovation and ensure efficient conversion of technological achievements into productive forces [6]

Core Points - Brazil has submitted a request for consultations with the United States under the World Trade Organization (WTO) dispute resolution mechanism [1] - The request challenges the U.S. government's imposition of tariffs based on its April 2 "reciprocal tariff" executive order and the July 30 executive order addressing perceived threats from Brazil [1] - Brazil's government claims that these U.S. measures violate the most-favored-nation principle and core commitments made within the WTO framework [1] Summary by Sections - **Consultation Request**: Brazil's request for consultations is the first step in the WTO dispute resolution process, aiming to resolve the tariff dispute amicably [1] - **Tariff Impact**: As of August 6, the U.S. has imposed a 40% ad valorem tariff on Brazilian products, raising the total tariff rate on most Brazilian exports to the U.S. to 50%, affecting products such as meat, coffee, and fruits [1] - **Negotiation Willingness**: Brazil has reiterated its willingness to negotiate and hopes that consultations will lead to a resolution of the issues at hand [1]

此次磋商申请是对美国政府宣布对巴西产品加征最高50%关税的回应。目前，美国从巴西进口的肉 类、咖啡、水果等产品已被列入征税范围。 阿尔克明表示，提请WTO磋商的具体时间和方式还有待巴西总统卢拉批准。 新华社圣保罗8月4日电（记者杨家和 吴昊）巴西副总统兼发展、工业与贸易部长阿尔克明4日 说，巴西对外贸易商会同意巴西拟就美国加征关税一事在世界贸易组织（WTO）争端解决机制下与美 国进行磋商。 根据WTO规则，磋商是世贸组织争端解决机制的第一步。若双方无法通过磋商达成一致，巴西可 请求世贸组织争端解决机构设立仲裁小组。 ...