Workflow
农产品加工
icon
Search documents
铁岭:扭住关键扎实推进高质量发展
Liao Ning Ri Bao· 2025-06-16 01:14
紧盯决胜之战目标任务,坚持项目为王、发展为要、民生为本,强力推进工业强市、文旅兴市、环 境立市战略,持之以恒防风险、补短板、促发展。扭住关键、精准发力,近日,省政府新闻办组织召 开"振兴新突破决胜勇争先"主题系列新闻发布会,铁岭市政府相关负责人介绍全市奋力打好打赢决胜之 年决胜之战的重点部署和相关工作的推进情况。 大抓经济、做大总量,首先要抓住项目建设这个"牛鼻子"。在招商引资上,铁岭市实行"四个一"工 程——绘好一张招商图谱、建立一个招商机制、组建一支专业队伍、搭建一个信息化平台,围 绕"8+2"产业集群靶向招商,确保全年落地项目270个。在项目建设上,铁岭市从健全项目全生命周期管 理和服务保障机制入手,推动资源、要素、资本向项目聚焦,全年实施投资500万元以上项目650个。在 政策资金争取上,建立项目储备库,提高项目成熟度,争取各类政策资金180亿元以上。 在构建现代化产业体系上,铁岭市以"工业强市"战略为引领,旗帜鲜明树立大抓工业、重抓工业的 导向。在改造提升传统产业上,紧扣新型工业化,聚焦强链补链延链,实施工业技改项目122个,新增 规模以上工业企业30户,推动铁光仪表、贵鑫环保等重点企业上市,支持调 ...
综合晨报:中东地缘冲突风险上升,5月国内金融数据多数不及预期-20250616
Dong Zheng Qi Huo· 2025-06-16 01:13
1. Report Industry Investment Rating There is no information provided regarding the report industry investment rating in the given content. 2. Core Viewpoints of the Report - The geopolitical risk in the Middle East remains high, and the uncertainty of the situation between Iran and Israel continues, which has a significant impact on the financial and commodity markets [1][12][13]. - The majority of financial data in May fell short of expectations, with corporate debt gradually becoming short - term, and the willingness of residents to actively increase debt remaining low. There is a need to observe the sustainability of the rebound in M1 growth rate [2][23][24]. - The A - share market is affected by external geopolitical risks, and the pressure on the molecular end of stock market pricing is still large. The next stage requires observation of domestic policy changes [3][27]. - The new bio - fuel policy in the United States will significantly tighten the balance sheet of US soybean oil and increase the demand for US soybean crushing, which will have a chain reaction on the prices of palm oil, soybean oil, and rapeseed oil [4][31][32]. 3. Summary According to the Directory 3.1 Financial News and Reviews 3.1.1 Macro Strategy (Gold) - Trump hopes that Iran and Israel can reach an agreement, and the 6 - month consumer confidence index of the University of Michigan has rebounded, with inflation expectations significantly falling. However, due to the impact of oil prices, US inflation still faces upward risks. Gold prices are driven by the military conflict between Israel and Iran, and the short - term market continues to focus on the situation in the Middle East [12][13]. - Investment advice: The short - term trend of gold prices is dominated by the geopolitical conflict in the Middle East, with increased volatility, so attention should be paid to risks [14]. 3.1.2 Macro Strategy (Foreign Exchange Futures - US Dollar Index) - The "Brigade of the Righteous" in Iraq warns that if the US intervenes in the conflict between Israel and Iran, it will attack US interests in the region. Trump claims that Iran and Israel "will reach an agreement" to suspend the conflict. The geopolitical risk remains high, and the US dollar index is expected to fluctuate in the short term [15][17][18]. - Investment advice: The US dollar index will fluctuate in the short term [19]. 3.1.3 Macro Strategy (US Stock Index Futures) - The consumer confidence index in June increased, and inflation expectations decreased. However, the intensification of the Middle East conflict may lead to concerns about re - inflation. If the oil price rises to $100 per barrel, the CPI in June may rebound to around 3%, increasing the difficulty of the Fed's decision - making. US stocks still face the risk of correction before the situation improves [20][21][22]. - Investment advice: Geopolitical risks increase inflation risks, and US stocks still have a risk of correction before the situation improves [22]. 3.1.4 Macro Strategy (Treasury Bond Futures) - The financial data in May fell short of expectations. The fundamentals are still favorable for the bond market, and the long - term bullish view remains unchanged. However, short - term bonds will fluctuate in the near term, and it is recommended to lay out medium - term long positions on dips [23][24][25]. - Investment advice: It is recommended to lay out medium - term long positions on dips. Pay appropriate attention to T when going long on the long - end [25]. 3.1.5 Macro Strategy (Stock Index Futures) - The A - share market is affected by external geopolitical risks, and the pressure on the molecular end of stock market pricing is still large. The next stage requires observation of domestic policy changes [3][27]. - Investment advice: It is recommended to allocate various stock index futures evenly to cope with the rotational pattern [27]. 3.2 Commodity News and Reviews 3.2.1 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - The US EPA proposed to increase the bio - fuel blending volume from 2026 to 2027, which will significantly tighten the balance sheet of US soybean oil and increase the demand for US soybean crushing. It will have a chain reaction on the prices of palm oil, soybean oil, and rapeseed oil [4][31][32]. - Investment advice: US soybean oil still has room to rise, and palm oil, soybean oil, and rapeseed oil will follow suit, but the increase in rapeseed oil is expected to be relatively weak [32]. 3.2.2 Agricultural Products (Sugar) - The net profit of Cristal Union in the 2024/25 fiscal year decreased by 62%. The supply in Europe is sufficient, and the import from Ukraine is large, resulting in low sugar prices. The expected decline in Brazilian sugar cane production in 2025 increases the uncertainty of Brazilian sugar production [33][35]. - Investment advice: Zhengzhou sugar may rebound in the short term, but the overall weak pattern is difficult to change. Attention should be paid to the arrival rhythm of imported sugar, the quotation of processed sugar, and the performance of the external market [36]. 3.2.3 Agricultural Products (Cotton) - The inventory of port cotton continues to decline, and the USDA June report has a slightly positive impact on the cotton market, but the overall supply - demand pattern is still relatively loose. The downstream textile industry is in a off - season, which drags down cotton prices [37][39][40]. - Investment advice: The cotton market may fluctuate repeatedly. A cautious and slightly optimistic view is held on the future market, and attention should be paid to macro - cotton dynamics and downstream demand changes [41]. 3.2.4 Black Metals (Rebar/Hot - Rolled Coil) - The five major varieties continue to de - stock slightly, but there is a differentiation among varieties. The demand for rebar and hot - rolled coil shows a downward trend, and the steel price is expected to fluctuate in the short term [42][44]. - Investment advice: It is recommended to adopt a rebound hedging strategy for the spot end [45]. 3.2.5 Agricultural Products (Soybean Meal) - The expected increase in the US bio - fuel blending standard will drive up the price of CBOT soybeans and domestic soybean meal futures. The supply of domestic soybean meal is expected to increase, and the spot basis will continue to be under pressure [46][48]. - Investment advice: The prices of CBOT soybeans and domestic soybean meal futures are expected to fluctuate strongly, and the spot basis of soybean meal will remain weak [48]. 3.2.6 Agricultural Products (Corn Starch) - The spread between cassava starch and corn starch has narrowed. The supply - demand situation of corn starch may be gradually improving, and the spread between cassava starch and corn starch may temporarily stabilize [49]. - Investment advice: It is recommended to wait and see due to the complex influencing factors of the CS - C spread [50]. 3.2.7 Agricultural Products (Corn) - The price of wheat has fluctuated, and the substitution advantage of wheat has slightly increased. The spot price of corn is expected to rise first and then fall, and the basis is expected to strengthen [50][51]. - Investment advice: For the 07 contract, speculative long positions are recommended to take profits opportunely. For the 09 contract, shorting is not recommended, and it is expected to fluctuate with a first - strong - then - weak trend. Attention can be paid to the opportunity of shorting the 11 and 01 contracts at high prices [51]. 3.2.8 Non - ferrous Metals (Alumina) - The national alumina inventory is 312.9 million tons, and large - scale discount transactions are gradually emerging. The market is oscillating weakly [52]. - Investment advice: It is recommended to wait and see [53]. 3.2.9 Non - ferrous Metals (Nickel) - The price of nickel is oscillating weakly at a low level. The cancellation of the price limit of downstream stainless steel has released market pessimism. The supply of nickel ore and nickel iron is in excess, and the medium - term price of nickel is expected to decline [54][55]. - Investment advice: In the short term, it is possible to sell put options on dips. In the medium term, attention can be paid to the strategy of shorting at high prices in Q3 [55]. 3.2.10 Non - ferrous Metals (Copper) - The LME warehouse in Hong Kong is expected to receive the first batch of copper next week. The escalation of the Middle East geopolitical war may suppress copper prices through the impact on the US dollar index. The domestic inventory is decreasing, and the short - term price is difficult to decline trend - wise [56][59][60]. - Investment advice: Unilaterally, it is recommended to wait and see as copper prices are expected to continue to oscillate at a high level. For arbitrage, wait for the opportunity of positive inter - period arbitrage of Shanghai copper [60]. 3.2.11 Non - ferrous Metals (Lithium Carbonate) - After the rebound, the downstream's willingness to take delivery is insufficient, and the basis of the spot market is weakening. The short - term fundamentals are difficult to improve, and the market may oscillate weakly [61][62]. - Investment advice: It is not recommended to chase short positions at the current level. Existing short positions can be held, and a strategy of shorting on rebounds is recommended [62]. 3.2.12 Non - ferrous Metals (Polysilicon) - Anhui Huasheng's polysilicon wafer technical transformation and expansion project has been accepted for environmental assessment. The spot trading volume is low, and the price of some products is declining. The supply in June is expected to be 960,000 tons, and there is a possibility of inventory reduction. The decision of leading enterprises on production reduction will have a major impact on the market [63][64][65]. - Investment advice: Before the leading enterprises reduce production, the market is bearish. A strategy of short - term shorting and long - term going long is recommended, and attention should be paid to the position management [65]. 3.2.13 Non - ferrous Metals (Industrial Silicon) - The production of industrial silicon in major producing areas has increased. The supply in Sichuan and Yunnan is expected to increase. The demand is still weak, and the spot price is difficult to rebound significantly [66][67]. - Investment advice: The futures market has rebounded. It is expected to oscillate at a low level, and it is recommended to short lightly after the rebound. Attention should be paid to changes in the supply side and the cash - flow risks of large enterprises [67]. 3.2.14 Non - ferrous Metals (Lead) - The silver pricing coefficient of lead concentrates in June has not changed. The supply of lead is expected to increase, and the demand is expected to be weak until July. The short - term rise of lead prices is temporary, and the medium - term demand may increase marginally [68][69][70]. - Investment advice: In the short term, it is recommended to wait and see and look for opportunities to buy on dips, paying attention to the pressure around 17,000 yuan. For arbitrage, it is recommended to wait and see for both inter - period and internal - external arbitrage [70]. 3.2.15 Non - ferrous Metals (Zinc) - Some zinc oxide enterprises are facing environmental inspections, resulting in production cuts. The supply of zinc is expected to increase, and the demand is expected to weaken in the medium term. The inventory is at an inflection point, and the price is expected to decline [71][72]. - Investment advice: Unilaterally, look for opportunities to short at high prices and increase positions appropriately on rebounds. For arbitrage, it is recommended to wait and see for the inter - period spread, and maintain the strategy of positive internal - external arbitrage in the medium term [72]. 3.2.16 Energy and Chemicals (Carbon Emissions) - The EU carbon price has risen slightly, affected by the geopolitical tension in the Middle East and the shutdown of a French nuclear power plant. The short - term market needs to pay attention to the development of the geopolitical situation [73][74]. - Investment advice: The EU carbon price is expected to oscillate strongly in the short term [74]. 3.2.17 Energy and Chemicals (Crude Oil) - Israel has attacked Iranian energy infrastructure, and the US oil rig count has decreased. The risk of supply in the Middle East has increased, and oil prices are expected to be easy to rise and difficult to fall in the short term [75][76][77]. - Investment advice: Oil prices are expected to be easy to rise and difficult to fall in the short term as the market has not fully priced in the geopolitical conflict risk [77]. 3.2.18 Energy and Chemicals (PTA) - The spot price of PTA has risen, but the demand is in a seasonal off - season, and the supply is expected to increase. The short - term rise is mainly due to the impact of crude oil prices. It is not recommended to chase long positions directly, and short positions can be established after the geopolitical situation eases [78][79][80]. - Investment advice: It is not recommended to chase long positions directly in the short term, and short positions can be established after the geopolitical situation eases [80]. 3.2.19 Energy and Chemicals (Bottle Chips) - The export quotes of bottle - chip factories have increased, and the market trading atmosphere has improved. However, the industry is under supply pressure, and the processing fee is under pressure. Some large factories have plans to reduce production [81][82]. - Investment advice: The processing fee is expected to fluctuate at a low level in the short term. It is possible to establish long positions for expanding the bottle - chip processing fee at low valuations [82]. 3.2.20 Energy and Chemicals (Caustic Soda) - The trading of liquid caustic soda in Shandong has remained stable. The supply is relatively stable, and there are still maintenance plans in the future. The demand is affected by the inventory of alumina and the wait - and - see attitude of non - aluminum downstream and traders [83]. - Investment advice: The 09 contract of caustic soda is affected by the overall weakness of commodities, but the large discount of the 09 contract will limit the downward space [84]. 3.2.21 Energy and Chemicals (Pulp) - The spot price of imported wood pulp has continued to decline, and the demand from downstream paper mills is weak [84]. - Investment advice: The fundamentals of pulp have changed little, and the market is expected to oscillate [86]. 3.2.22 Energy and Chemicals (PVC) - The spot price of PVC powder has risen, but the downstream purchasing enthusiasm is low, and the market trading is average [87]. - Investment advice: The fundamentals of PVC have changed little, and the market is expected to oscillate [87]. 3.2.23 Energy and Chemicals (Soda Ash) - The price of soda ash in the South China market is general, and the supply is expected to remain high in the short term. The demand from photovoltaic glass is expected to decline, and the market is bearish [88][89]. - Investment advice: In the medium - term expansion cycle, the strategy of shorting soda ash at high prices is still maintained [89]. 3.2.24 Energy and Chemicals (Float Glass) - The spot price of float glass has continued to decline, and the market demand is weak. With the arrival of the high - temperature and rainy season, the demand will decline seasonally, and the supply - demand imbalance will intensify [90][91]. - Investment advice: Before the inventory of original - sheet manufacturers is substantially reduced, the spot price of float glass still has room for downward adjustment. The short - term market may be affected by the overall risk preference, and the rebound driven by short - covering is difficult to sustain [91].
荷塘里走出“金字招牌”(经济新方位·特产背后的故事)
Ren Min Ri Bao· 2025-06-15 21:44
Core Insights - The article highlights the successful development and commercialization of lotus root products, particularly "Honghu lotus root," which has gained popularity and market presence due to improved processing techniques and branding efforts [1][2][6]. Industry Development - The lotus root industry in Honghu has transformed from a local specialty to a significant market player, with annual production value exceeding 14 billion yuan [2]. - The introduction of advanced preservation techniques has extended the shelf life of lotus root products from 1-2 days to up to 1 year, allowing for year-round sales [3]. - The establishment of a supply chain platform has facilitated better market access and quality assurance for lotus root products, with over 120 members and a transaction volume exceeding 3 billion yuan [7]. Company Initiatives - Huaqin Company has developed a full industrial chain for lotus root, producing over 30 products with an annual processing capacity of more than 180,000 tons [4]. - The company has expanded its market reach by establishing over 2,000 distributors and leveraging e-commerce platforms, achieving annual online sales exceeding 100 million yuan [3][4]. - The company collaborates with local farmers, ensuring stable income and promoting cooperative farming practices to enhance production efficiency [6][10]. Brand Building - The "Honghu lotus root" brand has been officially recognized, allowing local producers to market their products under a unified brand, enhancing their market competitiveness [9][10]. - The local government supports the brand's development with annual funding of 10 million yuan for quality control and marketing initiatives [10]. - The brand has become a symbol of quality, with over 35 processing enterprises and 56 lotus root products registered, contributing to a comprehensive output value of 9 billion yuan [10].
从田间到舌尖 新技术带来新滋味(经济新方位·特产背后的故事)
Ren Min Ri Bao· 2025-06-14 21:37
Group 1: Agriculture Technology - The use of smart glass greenhouses in Beijing allows for year-round cultivation, with a yield of 22 kg per square meter for cherry tomatoes [2] - Automated systems control temperature, humidity, light, and CO2 levels, enhancing plant growth efficiency [2][3] - The integration of water and fertilizer systems ensures optimal nutrient supply, reducing waste and promoting uniform growth [3] Group 2: Processing of Agricultural Products - In Guizhou, the processing of prickly pears has evolved, with an annual production capacity of 53,000 tons, leading to the creation of over 20 products [5][6] - Advanced processing techniques, including gentle extraction methods, have improved juice yield by at least 5% while preserving vitamin C content [6][7] - The implementation of membrane concentration technology has resulted in a 95% retention rate of vitamin C, reduced wastewater by over 80%, and decreased storage costs [7] Group 3: Cold Chain Logistics - In Shandong, the logistics of transporting Li Cha black pork involves maintaining strict temperature controls during transit, with optimal conditions set between 0 to 4 degrees Celsius [9][10] - Automated systems in the logistics process enhance efficiency, reducing manual handling time and speeding up the verification and processing of meat products [10][11] - Real-time monitoring of delivery vehicles ensures temperature compliance and route accuracy, facilitating timely delivery to supermarkets [12]
贵州:小产业“储存”大能量 民营经济助力实现集群效益
Zhong Guo Xin Wen Wang· 2025-06-14 11:48
Group 1: Rice Industry Development - A rice industry enterprise in Huishui County has established a production capacity of 50,000 tons of high-quality rice and 10,000 tons of dry rice flour annually, with a grain storage capacity of 15,000 tons [1] - The enterprise has signed a $1.2 million intention order for rice flour with a restaurant in the United States during the 137th China Import and Export Fair [1] - The company operates on a model of "leading enterprise + cooperative + farmers + expert guidance," which reduces risks for farmers and increases their income by an average of 7,000 yuan per household annually [1] Group 2: Agricultural Modernization in Huishui County - Huishui County is focusing on building a green agricultural product supply base and a specialty food production base to transform from an agricultural county to a strong agricultural county [2] - The county has over 20,000 acres of rice planting orders involving more than 2,000 households, contributing to local economic development [1][2] Group 3: Economic Growth and Employment in Luodian County - In Luodian County, 18 private enterprises in the lighter production industry have established a significant industrial chain, with five companies producing over 2.4 million lighters daily in 2024 [3] - The lighter production industry in Luodian is expected to achieve an annual output value of 120 million yuan and create over 1,200 jobs [3] - A silk production enterprise in the same area consumes about 1,000 tons of fresh cocoons annually, generating an output value of over 50 million yuan and providing 75 jobs [3] Group 4: Policy Support for Private Economy in Guizhou - Guizhou Province has implemented policies to promote the development of the private economy, which is crucial for high-quality development and modernization [4] - As of January 2024, Guizhou has 4.6067 million business entities, with private enterprises accounting for 1.015 million, reflecting a year-on-year growth of 10.18% [4] - The added value of the private economy in Guizhou is projected to reach 1.246969 trillion yuan in 2024, increasing its share of GDP from 53.0% in 2020 to 55.0% in 2024 [4]
【中国那些事儿】卢旺达经济分析师:中国消费升级为发展中经济体创造新机遇
Sou Hu Cai Jing· 2025-06-13 10:50
Core Viewpoint - The rise in China's consumption capacity and its strategy to expand domestic demand are reshaping global trade and providing new opportunities for developing economies [1][4]. Group 1: China's Economic Impact - China has a population of over 1.4 billion, with nearly 500 million middle-income individuals, leading to a rapidly growing consumer market with annual retail sales exceeding $6.5 trillion [3][4]. - China has been the world's second-largest import market for 16 consecutive years, indicating its role not just as an exporter but also as a significant consumer of raw materials [4][5]. - The economic model of China, which focuses on adding value to raw materials before re-exporting, serves as a valuable reference for many developing countries, particularly in Africa [4]. Group 2: Opportunities for Developing Economies - The local value addition exemplified by Chinese projects, such as the Dangote refinery in Nigeria and industrial parks in Ethiopia, reduces reliance on imports and creates job opportunities [4][5]. - China's market opening policies, including zero-tariff access for least developed countries that establish diplomatic relations with China, provide competitive advantages for African exporters [4][5]. - Digital platforms are transforming consumption in China and offer African countries the opportunity to reach millions of consumers within hours [5]. Group 3: Strategic Partnerships - China demonstrates that enhancing economic resilience through consumption, creating jobs via value addition, and establishing long-term strategic cooperation through trade policies are viable paths for developing economies [6].
加籽旧作库存偏紧,支撑菜系品种走高
Rui Da Qi Huo· 2025-06-13 10:39
瑞达期货研究院 「2025.06.13」 菜籽类市场周报 加籽旧作库存偏紧 支撑菜系品种走高 研究员:许方莉 期货从业资格号F3073708 期货投资咨询从业证书号 Z0017638 联系电话:0595-86778969 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 Ø 菜油: Ø 策略建议:短线参与为主。 3 Ø 行情回顾:本周菜油期货震荡收高,09合约收盘价9310元/吨,较前一周+170元/吨。 Ø 行情展望:短期市场仍聚焦于加菜籽旧作库存偏紧的现实,且现阶段加菜籽生长进入"天气主导" 阶段。关注后期天气状况。其它方面,棕榈油产地步入季节性增产季,产出压力继续牵制其市场 价格。MPOB报告显示,5月棕榈油库存为199万吨,环比增加6.65%,跃升至8个月以来的最高 水平。不过,地缘政治风险增加,国际油价大幅上涨,提振油脂市场价格。国内方面,油厂库存 压力持续偏高,继续牵制市场价格。且中加贸易关系缓和的预期增强,增添后期供应压力。不过, 加菜籽价格相对坚挺,成本传到下,给国内 ...
荔枝保鲜有妙招!广东发布“荔枝保鲜加工一棵树”
Nan Fang Nong Cun Bao· 2025-06-13 10:35
Core Viewpoint - Guangdong Province has developed a comprehensive "Lychee Preservation Processing Tree" to enhance the preservation and processing of lychee, aiming to establish a modern industrial chain from farm to table [2][16]. Preservation Technology - The "Lychee Preservation Processing Tree" outlines the entire chain of preservation technology and industrial development paths, showcasing a complete system from basic preservation techniques to innovative applications [3][4]. - The preservation time for lychee varieties such as Jinggang Hongnuo, Bingli, and Xianjin Feng has been extended from 6 days to 1 month through integrated preservation technologies [17]. - The application of ultra-low temperature freezing technology enables year-round sales and global distribution of lychee [18]. Processing Innovations - Leading companies like Guangzhou Pharmaceutical Group have established the first fully automated lychee juice production line in China, with an annual processing capacity exceeding 100,000 tons, resulting in over 30 high-value-added products such as fermented lychee juice and lychee cosmetics [20]. - The lychee industry is focusing on the utilization of by-products, with high-concentration polyphenol extracts from lychee pulp entering the cosmetics supply chain, and activated carbon products from lychee seeds achieving an annual production capacity of 5,000 tons [24][25]. Infrastructure Development - Guangdong has constructed over 1,700 cold storage facilities for agricultural products, promoting the development of cold chain logistics to address preservation and transportation challenges [21][22]. - The integration of temperature and humidity monitoring systems in cold chain transport equipment allows for traceable data throughout the lychee distribution process, enhancing consumer confidence [22][23].
均重偏高,生猪近月仍有压力
Zhong Xin Qi Huo· 2025-06-13 01:16
投资咨询业务资格:证监许可【2012】669号 中信期货研究|农业策略⽇报 2025-6-13 均重偏高,生猪近月仍有压力 油脂:马棕增产压力或边际减弱,美豆产区天气正常 蛋⽩粕:豆粕10-1月基差放量,盘面套保压力增大 ⽟⽶/淀粉:现货涨势放缓,盘面偏弱 ⽣猪:均重偏高,现货及近月仍有压力 橡㬵:反弹结束,午后快速跳水 合成橡㬵:先跌后涨,维持偏弱对待 纸浆:盘面走低,平台下破可能更大 棉花:库存偏低,后续需求较为关键 ⽩糖:新作预期宽松,糖价延续走弱 原⽊:现货松动,盘面偏弱 【异动品种】 ⽣猪观点:均重偏⾼,现货及近⽉仍有压⼒ 主要逻辑:大猪出栏,需求淡季,生猪现货偏弱,猪粮比下跌后,6月11 日进行猪肉收储,市场情绪获得提振,但当前库存均重偏高,短期仍有压 力。(1)供应:短期,生猪出栏体重下降,大猪出栏占比明显提高, 活体库存加速释放中。中期,2025年1月~4月新生仔猪数量持续增加, 按照仔猪→商品猪6个月出栏时间推算,预计三季度生猪出栏量呈递增趋 势,供应压力继续增长。长期,当前产能仍在高位,据农业部口径,全国 能繁母猪存栏在2024年底增至高点后,2025年一季度母猪产能在高位呈现 增减波动。 ...
一颗桃子的两岸融合之路
Zhong Guo Xin Wen Wang· 2025-06-12 10:22
Core Insights - The article highlights the successful integration of agriculture between Taiwan and the mainland, particularly through the Shaowu Min-Tai Agricultural Integration Demonstration Base, which has transformed previously barren land into a thriving fruit production area [1][4]. Group 1: Agricultural Development - The Shaowu Min-Tai Agricultural Integration Demonstration Base spans over 300 acres and cultivates multiple varieties of peaches, as well as other fruits like plums and pears, showcasing a diverse agricultural portfolio [2]. - The base has facilitated the cultivation of over 5,000 acres of Taiwan Moonlight rice, which is marketed through an order-based sales model, indicating a strong demand for this low-calorie, low-sugar rice [2]. Group 2: Economic Impact - The peach harvest has led to significant local employment, with over 200 villagers engaged in the peach orchard project, and peak seasonal employment reaching 500 workers, resulting in an average annual income increase of over 8,000 yuan per villager [5]. - The integration of Taiwanese agricultural enterprises has attracted more than 10 Taiwanese agricultural companies to Shaowu, enhancing local economic development [4]. Group 3: Sales and Marketing Strategies - A collaborative effort among local stakeholders has successfully sold over 70,000 pounds of peaches, with only 20,000 pounds remaining on the trees, demonstrating effective sales strategies and community involvement [4]. - The introduction of e-commerce by Taiwanese entrepreneurs has expanded the market for local products, with the city's agricultural online sales expected to exceed 120 million yuan in 2024 [5]. Group 4: Future Plans - Shaowu plans to establish a cross-strait youth entrepreneurship incubation center, aiming to create a comprehensive industrial chain that includes planting, processing, research, and tourism [5].