| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605198 | 安德利 | 51.81 | 8.98% | 6.15万 | | 3.07亿 | | 600191 | 一周边 | 7.72 | 0.65% | 6.09万 | 4666.43万 | | | 300138 | 晨光生物 | 13.14 | 0.00% | 7.59万 | 9999.93万 | | | 002852 | 道道全 | 12.13 | -0.16% | 21.77万 | | 2.63亿 | | 002286 | 保龄宝 | 10.53 | -0.57% | 8.74万 | 9238.66万 | | | 300175 | ST朗源 | 5.06 | -0.98% | 4.87万 | 2486.14万 | | | 600737 | 中粮糖业 | 9.79 | -1.51% | 18.32万 | | 1.80亿 | | 003030 | 祖名股份 | 19.07 | -1.55% | 1.88万 | 3620.6 ...

格隆汇7月31日丨道道全公告，2025年上半年营业收入27.92亿元，同比增长1.16%。净利润1.81亿元， 同比增长563.15%。拟向全体股东每10股派发现金红利1.76元(含税)。 ...

二 〇 二 五 年 度 2025 年 7 月 31 日 中国豆油出口可能性及影响分析 傅博 投资咨询从业资格号：Z0016727 fubo2@gtht.com 报告导读： 近期，市场消息称中国出口 15 万吨豆油去印度，中国是否将从豆油的净进口国转为豆油的净出口 国？本文将对中国豆油出口的可能性及这种情况将对国内外的油脂市场产生怎样的影响进行分析。 根据海关数据，2025 年 1-6 月，中国出口豆油 13.9 万吨，已经超过 2023、2024 年全年的出口量。 中国出口豆油是中国需要豆粕、其他国家需要豆油的结果。中国出口豆油是全球植物油供需自我调整 的结果。 中国 9-10 月出口豆油能一定程度缓解部分压榨企业的豆油库存压力，11 月之后出口豆油将提振国内 豆油价格。中国出口豆油，尤其出口豆油给印度，将对棕榈油价格和国内豆棕价差产生影响。不过上述影 响的程度需要看豆油出口数量及持续性。由于中美关系的不确定，中国豆油出口或难以持续。 中国豆油出口增加主要关注进料加工方式下的豆油出口。在产地给出中国大豆压榨利润，中国大量采 购大豆，中国豆油库存持续上升的时候，很可能就是中国豆油出口的时间窗口，目前来看每年的 ...

Group 1 - The core viewpoint indicates that CBOT soybean oil futures are experiencing a weak performance, with a current price of 55.76 cents per pound, reflecting a decline of 0.62% [1] - On July 30, the opening price for soybean oil futures was 56.73 cents per pound, with a closing price of 56.04 cents per pound, marking a decrease of 0.99% [2] - The trading volume for first-grade soybean oil on July 30 reached 102,500 tons, which is an increase of 113.54% compared to the previous trading day [2] Group 2 - The C&F price for Argentine soybean oil for August shipment was reported at $1,182 per ton, down by $1 from the previous trading day [2] - The C&F price for Argentine soybean oil for October shipment remained stable at $1,140 per ton compared to the previous trading day [2] - The number of soybean oil futures warehouse receipts on the Dalian Commodity Exchange decreased by 7,404 contracts to a total of 13,709 contracts [2]

1. Report Industry Investment Rating There is no information regarding the report industry investment rating in the provided content. 2. Core Viewpoints of the Report The report provides a comprehensive overview of the overnight and spot market conditions for various commodities, including palm oil, soybeans, and crude oil. It also presents important fundamental information on factors such as weather conditions, international and domestic supply - demand dynamics, and macroeconomic news. Additionally, it details the capital flow in the futures market and conducts arbitrage tracking [1][2][24]. 3. Summary by Relevant Catalogs 3.1 Overnight Market Conditions - **Futures**: The closing prices and price changes of various futures contracts, such as BMD's October palm oil, ICE's October Brent crude, and NYMEX's September US crude oil, are presented. For example, BMD's October palm oil closed at 4259.00, with a previous - day increase of 0.54% and an overnight decrease of 0.42% [1]. - **Currencies**: The latest prices and price changes of multiple currencies, including the US dollar index, CNY/USD, MYR/USD, etc., are provided. For instance, the US dollar index was at 99.94, with an increase of 1.05% [1]. 3.2 Spot Market Conditions - **Futures - Spot**: The spot prices, basis, and basis changes of various futures contracts, such as DCE's 2509 palm oil, 2509 soybean oil, and 2509 soybean meal, are given. For example, the spot price of DCE's 2509 palm oil in North China is 9110, with a basis of 130 and a basis change of 0 [2]. 3.3 Important Fundamental Information 3.3.1 Weather Conditions in Producing Areas - **US Soybean Producing States**: The future weather outlook from August 4th to 8th shows that the temperature in the main soybean - producing states is high, and the precipitation in the northwest is higher than the average. The temperature in the Midwest planting belt is expected to drop, and the growth conditions are still relatively favorable [5][7]. 3.3.2 International Supply - Demand - **Malaysian Palm Oil**: From January to May 2025, Malaysia's palm oil exports to the US increased by 51.8% year - on - year, from 6.1 million tons in the same period last year to 9.3 million tons [9]. - **US Soybean Exports**: As of the week ending July 24th, US soybean export sales are expected to increase by 20 - 90 million tons, with 10 - 30 million tons for the 2024/25 season and 10 - 60 million tons for the 2025/26 season [10]. - **Argentine Soybean Sales**: As of July 23rd, Argentine farmers sold 78.77 million tons of 24/25 season soybeans, with a cumulative sales volume of 2743.16 million tons, and 4.3 million tons of 25/26 season soybeans, with a cumulative sales volume of 48.95 million tons [11]. - **Ukrainian Rapeseed**: As of July 25th, Ukrainian farmers have harvested about 100 million tons of rapeseed, lower than 330 million tons in the same period last year. The market has revised down the 2025 rapeseed production forecast to 240 - 250 million tons [12]. - **Baltic Dry Index**: On Wednesday, the Baltic Dry Index fell for the fourth consecutive day, reaching a two - week low, due to a decline in demand for all ship types [13]. 3.3.3 Domestic Supply - Demand - **Oil Product Transactions**: On July 30th, the total transaction volume of soybean oil and palm oil was 102,566 tons, a 108% increase from the previous trading day. The total transaction volume of soybean meal in major domestic oil mills was 30.49 million tons, a decrease of 13.05 million tons from the previous day [14]. - **Agricultural Product Prices**: The average weekly price of lean - type white - striped pork in 16 provinces (municipalities) from July 21st to July 25th, 2025, was 18.73 yuan per kilogram, a 2.2% week - on - week decrease and a 25.7% year - on - year decrease [14]. 3.4 Macroeconomic News 3.4.1 International News - **US Economic Data**: The probability of the Fed keeping interest rates unchanged in September is 54.3%, and the probability of a 25 - basis - point rate cut is 45.7%. US economic data such as ADP employment, GDP, and PCE price index are also presented [17]. - **FOMC Statement**: The Fed maintained the benchmark interest rate at 4.25% - 4.50%, with two governors advocating for a rate cut [18]. - **Eurozone Economic Data**: The Eurozone's second - quarter GDP annual rate is 1.4%, and the industrial and economic sentiment indices in July are - 10.4 and 95.8 respectively [19]. 3.4.2 Domestic News - **Exchange Rate and Monetary Policy**: On July 30th, the US dollar/Chinese yuan exchange rate was 7.1441, down 70 points. The central bank conducted 309 billion yuan of 7 - day reverse repurchase operations, resulting in a net injection of 158.5 billion yuan [21]. - **Housing Loan Interest Rate**: In the second quarter of 2025, the weighted average interest rate of newly issued commercial personal housing loans in China was 3.09% [21]. 3.5 Capital Flow On July 30th, 2025, the net inflow of funds in the futures market was 18.187 billion yuan, with 6.098 billion yuan in commodity futures (including 205 million yuan in agricultural product futures, 5.324 billion yuan in chemical futures, 131 million yuan in black - series futures, and 439 million yuan in metal futures) and 12.089 billion yuan in stock index futures [24]. 3.6 Arbitrage Tracking There is no detailed information on arbitrage tracking in the provided content.

Group 1 - The 2025 National Agricultural Products Production and Marketing Conference was launched in Nanchang, Jiangxi, aimed at helping high-quality agricultural products expand their sales channels and support farmers' income and rural revitalization [1][2][3] - The conference includes four centralized procurement activities across eastern, western, southern, and northern regions, with over 2,000 leading agricultural enterprises and more than 20,000 types of specialty agricultural products participating in the eastern region [1][3] - Over 600 large commercial circulation enterprises attended the event for inspection and procurement [1] Group 2 - A Shandong food company showcased eight products, including ginger and garlic processed items, to enhance product visibility and expand domestic sales channels [2] - The conference strictly screened suppliers and buyers, gathering high-quality resources to provide strong endorsement for agricultural product brands [2] - Since 2018, the Ministry of Commerce has organized a series of national agricultural product production and marketing matching activities, conducting over 3,300 matching events and procuring nearly 100 billion yuan worth of various agricultural products by the end of 2024 [2]

Group 1 - Guangdong Province has launched a training program for 1,000 "rural internet celebrities" to enhance their skills in account operation, live streaming, and short video creation [4][5][6] - The "Hundred Million Project" aims to develop two trillion-level industrial clusters, focusing on modern rural industry systems and the integration of primary, secondary, and tertiary industries [7][9][10] - The green low-carbon industry in Guangdong has reached a scale of 1.1 trillion yuan, playing a significant role in the province's high-quality development and supporting carbon neutrality goals [20][21][23][25] Group 2 - The "Sweet Connection" promotional event for Maoming longan and other local products was held in Shanghai to enhance agricultural cooperation between Guangdong and Shanghai [28][31] - The "Drought-resistant Rice" initiative in Huaiji County has achieved a yield of over 600 kg per mu, showcasing advancements in agricultural technology and practices [32][34] - The establishment of the first "Media+" alliance in Guangdong aims to support the "Hundred Million Project" and enhance the role of mainstream media in rural revitalization efforts [36][38][40]

Core Viewpoint - The company Guangdong Fayanhong aims to promote sprouted brown rice while assisting in the digital transformation of the industry, highlighting its nutritional benefits and market potential [1][3]. Market Potential - Sprouted brown rice is made from raw rice or fresh brown rice through pre-treatment and germination processes, offering richer nutritional components compared to regular white and brown rice [3]. - In 2022, the total production of wheat and rice in China was 6.9 trillion jin (approximately 4.6 billion tons). If only 1% of the population consumes sprouted brown rice at a price of 9.9 yuan per jin, it could create a market worth hundreds of billions [3]. - The application scenarios for sprouted brown rice are diverse, including rice balls, meal replacements, smoothies, and beverages, with potential collaborations across various industries such as retail, specialty dining, beauty, and elder care [3]. Technological Empowerment - In 2024, a partnership with the government of Shaoguan City will establish an organic planting base for sprouted brown rice, promoting industry transformation [4]. - The company collaborates with local agricultural enterprises to upgrade traditional white rice production into a health-oriented industry, expanding product offerings to include white rice, rice bran, brown rice, and sprouted brown rice [4]. - The "Duck-Rice Coexistence" ecological planting model integrates natural cycles with smart monitoring, utilizing IoT technology to enhance the germination process, increasing germination rates from 68% to 95% and boosting active nutrients by 300% [4]. - Automation in production processes improves efficiency, while smart storage systems ensure product quality stability [4]. - Each bag of sprouted brown rice will have a unique digital identity, allowing consumers to trace the entire production and distribution process through a QR code [4]. Future Developments - The company plans to launch a new brand "Mi Zaixiang" to further support industry upgrades and expand sales channels to more cities [5].

经中国证监会《关于核准海南珠江控股股份有限公司向北京粮食集团有限责任公司 等发行股份购买资产并募集配套资金的批复》（证监许可〔2017〕1391 号）核准，同 意公司非公开发行不超过 48,965,408 股新股，发行价 8.82 元/股，募集配套资金总额不 超过人民币 43,187.49 万元。京粮控股实际募集资金总额为人民币 431,874,898.56 元， 扣除发行费用人民币 45,000,000.00 元，募集资金净额为人民币 386,874,898.56 元。上述 募集资金已全部到位，并由中兴华会计师事务所（特殊普通合伙）于 2017 年 10 月 16 日出具的《验资报告》（中兴华验字(2017) 第 010120 号）审验确认。京粮控股对募集 资金实行专户存储，并与独立财务顾问、募集资金开户行签署了募集资金三方监管协议。 东兴证券股份有限公司 关于海南京粮控股股份有限公司 募集资金投资项目延期的核查意见 京粮控股于 2023 年 11 月 21 日分别召开了第十届董事会第九次会议和第十届监事 会第八次会议，并于 2023 年 12 月 8 日召开了 2023 年第二次临时股东大会，审议通过 了 ...

Core Points - The recent US-EU trade agreement has sparked public backlash in Europe, with the US imposing a 15% tariff on most EU products while the EU commits to significant purchases of US energy and military equipment [1][2] Group 1: Agreement Details - The agreement reached on July 27 includes a 15% tariff cap on EU goods, applicable to nearly all EU exports subject to reciprocal tariffs, with exceptions for certain products [5][6] - The US will maintain a 15% tariff cap on future tariffs for pharmaceuticals and semiconductors until a decision is made under Section 232 [5] - The EU plans to procure $750 billion (approximately €700 billion) worth of US liquefied natural gas, oil, and nuclear products over the next three years [6][10] Group 2: Legal and Political Implications - The agreement is described as a framework or political agreement, lacking legal binding force, which raises questions about the enforceability of commitments made [3][7] - The use of terms like "intends" and "interested" in the EU's commitments has led to skepticism regarding the actual execution of these promises [10] - The EU and US are expected to negotiate further to solidify the agreement, with a non-binding joint statement anticipated before August 1 [9][10] Group 3: Economic Context - In 2024, trade between the US and EU is projected to exceed €1.6 trillion, with daily exchanges of over €4.2 billion in goods and services [10] - The investment between US and EU companies reached €5.3 trillion in 2022, highlighting the significance of the economic relationship [10]