0 20 40 60 80 100 4/11 4/18 4/25 5/2 5/9 5/16 5/23 5/30 6/6 6/13 6/20 大豆播种率 大豆播种率5年平均 去年同期 0 20 40 60 80 100 120 5/2 5/9 5/16 5/23 5/30 6/6 6/13 6/20 6/27 7/4 大豆出苗率 大豆出苗率5年平均 去年同期 0 20 40 60 80 100 4/4 4/11 4/18 4/25 5/2 5/9 5/16 5/23 5/30 6/6 玉米播种率 玉米播种率5年平均 去年同期 0 20 40 60 80 100 4/18 4/25 5/2 5/9 5/16 5/23 5/30 6/6 6/13 6/20 玉米出苗率 玉米出苗率5年平均 去年同期 45 50 55 60 65 70 75 80 2025年 2024年 2023年 2022年 2021年 45 50 55 60 65 70 75 80 2025年 2024年 2023年 2022年 2021年 0 20 40 60 80 100 6/20 6/27 7/4 7/11 7/18 7/25 8/1 大豆 ...

Core Insights - Ulanqab City is leveraging its unique agricultural resources, particularly beef cattle breeding and corn planting, to drive economic growth and rural revitalization [1][3][7] Group 1: Beef Cattle Industry - The introduction of automated feeding systems in beef cattle farming has significantly improved efficiency, allowing farmers to focus on more skilled tasks [3] - The central kitchen model in beef cattle farming has led to a breeding stock of 11,500 cattle and an annual output of 10,000 fattened cattle, creating over 40 jobs with an average annual income of 16,000 yuan per person [3][5] - The integration of tourism with the beef cattle industry has resulted in the establishment of the "Cattle Village Tribe," attracting over 70,000 visitors in 2024 and generating diverse income streams for local communities [5] Group 2: Corn Planting and Agricultural Innovation - The implementation of efficient water-saving irrigation systems in corn farming has enhanced crop yields, with 1,100 acres divided between sweet corn and seed corn [7][8] - The dual-crop strategy of sweet corn for direct sales and seed corn for livestock feed has created a closed-loop system that benefits both crop and livestock sectors, ensuring food security and increased farmer income [8] - Ulanqab's agricultural model emphasizes the synergy between crop cultivation and livestock farming, promoting ecological balance while boosting local economies [8]

Group 1 - The average retail price of watermelons in South Korea has increased by 33.7% compared to the previous month and by 17.6% compared to the same period last year, primarily due to hot weather affecting growth and increased demand [2]. - The average price of a pack of 10 peaches is 21,133 KRW (approximately 109 RMB), showing significant increases both month-on-month and year-on-year [4]. - The price of cabbage, a key ingredient for kimchi in South Korea, is rising, which not only affects living costs directly but also has potential ripple effects on other sectors [4]. Group 2 - South Korea experienced one of the most severe heatwaves on record this summer, with the highest temperature reaching 33 degrees Celsius or higher on 15 days in July, significantly above the historical average of 3.4 days [4]. - In July, South Korea recorded 23 "tropical nights," where temperatures remained above 25 degrees Celsius from 6 PM to 9 AM the next day, marking the highest number since records began in 1973 [4]. - The South Korean government has announced plans to stabilize the market supply of major agricultural products in response to rising prices [4].

2025 年 8 月 5 日 商 品 研 究 棕榈油：宏观情绪反复，低位布多为主 豆油：高位震荡，关注中美贸易协议 | | | 请务必阅读正文之后的免责条款部分 1 期货研究 国 泰 君 安 期 货 研 究 所 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） 8,838 | 涨跌幅 -0.81% | 收盘价 （夜盘） 8,890 | 涨跌幅 0.59% | | --- | --- | --- | --- | --- | --- | --- | | | 豆油主力 菜油主力 | 元/吨 元/吨 | 8,250 | -0.29% 0.19% | 8,280 | 0.36% 0.24% | | | | | 9,542 | | 9,565 | | | 期 货 | 马棕主力 | 林吉特/吨 | 4,186 | -1.39% | 4,218 | 0.74% | | | CBOT豆油主力 | 美分/磅 | 54.02 | 0.22% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | 棕榈油主力 | 手 | 611,600 | 99 ...

Core Insights - The core viewpoint of the articles highlights the rapid growth of e-commerce in China's agricultural sector, with a 17.2% increase in transaction volume in the first half of the year, driven by the rise of digital tools like live streaming for selling agricultural products [1][5][20] E-commerce Growth - E-commerce has significantly expanded the sales radius for farmers, enhancing their income and providing consumers with fresher products at lower prices [3][5] - The integration of live streaming into agricultural sales has energized farmers and transformed their sales strategies, making rural e-commerce a key driver for rural revitalization [5][16] Logistics and Delivery - The logistics system in rural areas is still developing, with challenges in coverage, particularly in remote regions, which affects the efficiency of agricultural product distribution [8][10] - Innovations in logistics, such as flexible transportation strategies for small packages, have improved delivery times and reduced costs for farmers [10][12] Policy and Support - Various policies have been implemented to support rural logistics, including the establishment of comprehensive service stations for parcel delivery, which have been set up in over 337,800 villages [12][14] - The government aims to cultivate a significant number of rural e-commerce leaders and establish numerous digital circulation enterprises in the coming years to further enhance the agricultural supply chain [20] Market Dynamics - The demand for logistics in rural and central-western regions is increasing, presenting new growth opportunities for the e-commerce sector [18] - The recent implementation plan by the Ministry of Agriculture and Rural Affairs outlines measures to optimize the supply of quality agricultural products and leverage e-commerce platforms to enhance consumption [20]

Group 1 - The extreme heat wave in South Korea has led to significant increases in the prices of agricultural products such as watermelon, tomatoes, peaches, and cabbage [2][4] - The average retail price of watermelon has reached 33,337 KRW (approximately 173 RMB), marking a 33.7% increase from the previous month and a 17.6% increase from the same period last year [2] - Tomato prices have surged to an average of 6,716 KRW (35 RMB) per kilogram, reflecting a nearly 70% increase from the previous month and over 42% from the same time last year [2] Group 2 - The average price for a pack of 10 peaches is 21,133 KRW (109 RMB), showing significant increases both month-on-month and year-on-year [2] - Cabbage prices have surpassed 6,000 KRW (31 RMB) per head, reaching 6,114 KRW (32 RMB), which is a 68% increase from the previous month and an 11.2% increase from last year [2] - The South Korean government plans to implement measures to stabilize the market supply of key agricultural products due to the impact of rising prices on living costs and potential chain reactions in other sectors [2]

Group 1 - The extreme heat wave in South Korea has led to significant increases in the prices of agricultural products such as watermelon, tomatoes, peaches, and cabbage [1][2] - The average retail price of watermelon has reached 33,337 KRW (approximately 173 RMB), marking a 33.7% increase compared to the previous month and a 17.6% increase year-on-year [1] - Tomato prices have surged to an average of 6,716 KRW (35 RMB) per kilogram, reflecting a nearly 70% increase from the previous month and over 42% from the same period last year [1] Group 2 - The average price for a pack of 10 peaches is 21,133 KRW (109 RMB), showing significant increases both month-on-month and year-on-year [1] - Cabbage prices have surpassed 6,000 KRW (31 RMB) per head, reaching 6,114 KRW (32 RMB), which is a 68% increase from the previous month and an 11.2% increase compared to last year [1] - The South Korean government plans to implement measures to stabilize the market supply of key agricultural products due to the rising prices [1]

Group 1: Price Increases in Agricultural Products - The prices of agricultural products in South Korea, including watermelon, tomatoes, peaches, and cabbage, have significantly increased due to extreme heat conditions [1] - The average retail price of watermelon has reached 33,337 KRW (approximately 173 RMB), marking a 33.7% increase compared to the previous month and a 17.6% increase year-on-year [1] - Tomato prices have surged to an average of 6,716 KRW (35 RMB) per kilogram, reflecting a nearly 70% increase from the previous month and over 42% from the same period last year [1] - The average price for a pack of 10 peaches is 21,133 KRW (109 RMB), showing substantial increases both month-on-month and year-on-year [1] - Cabbage prices have surpassed 6,000 KRW (31 RMB) per head, reaching 6,114 KRW (32 RMB), which is a 68% increase from the previous month and an 11.2% increase year-on-year [1] Group 2: Impact of Weather Conditions - South Korea is experiencing one of the most severe heatwaves on record, with the Korea Meteorological Administration reporting 15 days in July where temperatures reached 33 degrees Celsius or higher, which is more than four times the historical average of 3.4 days since 1973 [2] - The country recorded 23 "tropical nights" in July, where nighttime temperatures remained above 25 degrees Celsius, marking the highest number since records began in 1973 [2] Group 3: Government Response - The South Korean government has announced plans to take measures to stabilize the market supply of key agricultural products in response to the rising prices [1]

2025 年 8 月 4 日 美豆出口需求疲软 连粕或震荡运行 豆粕周报 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 zhao.kx@jyqh.com.cn 从业资格号：F03112296 投资咨询号：Z0021040 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 王工建 敬请参阅最后一页免责声明 1 / 11 投资咨询号：Z0017785 ⚫ 上周，CBOT美豆11月合约跌33.75收于988美分/蒲式耳，跌 幅3.30%；豆粕09合约跌11收于3010元/吨，跌幅0.36%；华 南豆粕现货跌10收于2870元/吨，跌幅0.35%；菜粕09合约 收于2675元/吨，持平于上一周；广西菜粕现货跌30收于 2530元/吨，跌 ...

Group 1: White Lotus Industry in Jiangxi - The white lotus industry in Taihe County, Jiangxi Province, has developed a comprehensive industrial chain encompassing planting, processing, and sales, significantly contributing to rural revitalization [1][3]. - The "company + base + farmer" model has enabled standardized planting of white lotus and has spurred the growth of the processing industry, transforming freshly harvested lotus pods into high-quality products [3]. - The total planting area for white lotus has exceeded 10,000 acres, creating a vibrant rural tourism landscape and generating substantial income for local farmers, with an average annual income increase of over 4,000 yuan per household [5]. Group 2: Economic Impact and Employment - The white lotus industry has created employment opportunities for over 3,000 local households, demonstrating its role as a significant economic driver in the region [5].