Core Viewpoint - The establishment of the "Digital Business and New Farmer Training" technology small courtyard in Dali, Yunnan, represents a significant step in integrating agricultural research, technology services, and talent cultivation, addressing the challenges of agricultural product marketing and technology application in rural revitalization [1][4]. Group 1: Development of Technology Small Courtyards - The first technology small courtyard was established in 2009, and as of now, over 1,800 such courtyards have been built across the country, playing a crucial role in rural revitalization [1]. - The "Digital Business and New Farmer Training" technology small courtyard is the first of its kind to focus on the integration of digital commerce and new farmer training [1][4]. Group 2: Collaboration and Product Marketing - Yang Jing, a graduate from the technology small courtyard, is responsible for selecting high-quality agricultural products from over 1,800 technology small courtyards and coordinating their sales [2][3]. - The national technology small courtyard collaboration network has been upgraded to a multi-dimensional organization focusing on government, industry, academia, research, and application [2][3]. Group 3: E-commerce and Supply Chain - The recent central government document emphasizes the need to accelerate the construction of modern circulation networks for agricultural products and support high-quality rural e-commerce development [4]. - The "Digital Business and New Farmer Training" technology small courtyard has recently launched over 100 SKUs covering high-quality agricultural products from more than 20 technology small courtyards, aiming for market entry and brand establishment [4]. Group 4: Agricultural Innovation and Market Demand - The focus has shifted from merely improving planting techniques to also addressing the sales and market demand for agricultural products, recognizing the importance of connecting production with consumer needs [7][11]. - The integration of technology and market demand is seen as a pathway to enhance the quality and profitability of agricultural products, ultimately benefiting farmers and contributing to rural revitalization [11].

Core Viewpoint - The recent notification from the National Financial Supervision Administration emphasizes the importance of enhancing financial services for agriculture, rural areas, and farmers, with a focus on supporting poverty alleviation and rural revitalization efforts [1] Group 1: Financial Support for Agriculture - Ping An Bank has been actively involved in supporting agricultural technology enterprises and enhancing financial services for the agricultural sector, with an agricultural loan balance of 118.1 billion yuan as of March, reflecting a growth of 3.28% [1] - The bank provided a 2 million yuan "Science and Technology Innovation Loan" to Chongqing Zhenxi Agricultural Technology Group, enabling the company to purchase advanced agricultural machinery and improve production efficiency [2] - In Yunnan, Ping An Bank offered 2 million yuan in credit support to a vegetable supply company and 1.09 million yuan to a flower company, addressing their funding needs and contributing to local employment and economic development [3] Group 2: Expansion of Financial Services - Ping An Bank has established nine "Inclusive Financial Party Building Promotion Stations" to enhance financial services in rural areas, facilitating collaboration with local farmers and businesses [4] - The bank's Guangzhou branch has initiated the establishment of inclusive financial promotion stations in rural areas to bridge the service gap, with successful loan approvals facilitated through these stations [5] - Plans are in place to establish an additional ten promotion stations in the coming year to further strengthen financial services for rural revitalization and economic development [5]

期货研究报告|饲料周报 2025-04-27 北美播种顺利，粕类期价维持震荡 研究院 农产品组 研究员 邓绍瑞 010-64405663 dengshaorui@htfc.com 从业资格号：F3047125 投资咨询号：Z0015474 李馨 lixin@htfc.com 从业资格号：F03120775 投资咨询号：Z0019724 联系人 白旭宇 010-64405663 baixuyu@htfc.com 从业资格号：F03114139 薛钧元 010-64405663 xuejunyuan@htfc.com 从业资格号：F03114096 投资咨询业务资格： 证监许可【2011】1289 号 策略摘要 粕类观点 ■ 市场分析 国际方面：USDA 出口报告表示，截至 4 月 17 日当周，美国当前市场年度大豆出口销 售净增 27.7 万吨，环比减少 50%，较前四周均值减少 25%。其中，对中国大陆出口销 售净增 0.18 万吨。当周，美国大豆出口装船 49.54 万吨，环比减少 31%，较前四周均 值减少 39%。巴西全国谷物出口商协会表示，2025 年 4 月份巴西大豆出口量将达到 1430 万吨，低 ...

Core Viewpoint - The recent issuance of the "Plan for Accelerating the Construction of an Agricultural Power (2024-2035)" by the Central Committee of the Communist Party of China and the State Council outlines a roadmap for the development of rural industries, emphasizing the need for a comprehensive upgrade of the agricultural industry system and enhancement of agricultural efficiency [1] Group 1: Rural Industry Development - The development goals for rural industries in China are becoming clearer, focusing on the upgrade and integration of rural industrial chains [1] - Rural characteristic industries are identified as a significant component of rural industries with substantial development potential [1] - Financial institutions are optimizing financial supply and innovating credit products to expand inclusive financial coverage, supporting the growth of rural industries [1] Group 2: Financial Support for Agriculture - The Postal Savings Bank of China in Zhaoqing City provided a 200,000 yuan credit loan to a local cooperative to address funding shortages for the cultivation of sugar oranges [2] - The bank is integrating financial elements into the entire industrial chain of sugar oranges, enhancing the brand's visibility [2] - The Zhaoqing Sugar Orange Technology Co., Ltd. is focusing on deep processing technology and has received a "Science and Technology Innovation Loan" to alleviate cash flow issues [3] Group 3: Financial Resource Integration - The Postal Savings Bank has effectively integrated financial resources with local agricultural and industrial resources, extending financial services along the supply chain [4] - As of February this year, the bank has issued over 1.7 billion yuan in agricultural loans, serving more than 2,500 entities [4] Group 4: Support for Rural Characteristic Industries - The development of rural characteristic industries is essential for building an agricultural power and revitalizing rural areas, contributing to increased agricultural efficiency and farmer income [6] - The Agricultural Development Bank is committed to supporting county-level industries and promoting the development of green and characteristic agricultural products [6] - The Postal Savings Bank is implementing tailored service models for rural characteristic industries, focusing on enhancing the agricultural supply chain [7]

Core Insights - The 26th China (Shouguang) International Vegetable Technology Expo showcased the collaboration between Shouguang and Sanshui, marking a significant agricultural event with a strategic partnership aimed at enhancing agricultural technology and market resources [1][3] Group 1: Event Overview - The event attracted over 100,000 participants, featuring 24 enterprises showcasing over 100 products, including local specialties and national-level agricultural products [2] - The interactive experience area was particularly popular, with live cooking demonstrations that drew significant attention from attendees [2] Group 2: Strategic Partnerships - A key highlight was the "1+3" signing ceremony, establishing a framework for collaborative development between the governments of Sanshui and Shouguang, focusing on agricultural technology sharing and market resource integration [3] - Various associations from both regions signed cooperation agreements, indicating a commitment to learning from Shouguang's advanced agricultural practices [3] Group 3: Agricultural Development - Sanshui has made notable progress in modern agriculture, establishing four provincial-level agricultural parks and developing several nationally recognized agricultural products [4] - The collaboration with Shouguang is expected to enhance Sanshui's agricultural brand recognition and provide substantial development opportunities, reflecting a proactive approach to integrating into the national agricultural landscape [4]

国信期货研究 Page 1 国信期货油脂油料月报 春播逐步展开 美豆天气溢价或现 油脂油料 2025 年 4 月 27 日 蛋白粕方面，5月南美市场进入收割季，巴西、阿根廷大豆产量调整空间 不大。由于种植利润可观，巴西农民积极销售，经过4月升贴水回落后，5月巴 西升贴水底部或现，市场区间波动，并有上涨的可能。南美大豆市场对于国际 大豆价格的影响边际效应递减。5月CBOT大豆市场关注焦点从南美转向北美。 从天气预报来看，5月美国产区面临高温的局面，降雨则表现出先多后少的局 面。春播可能会受到影响。5月首度公布的25/26年度供求平衡表成为市场关注 的焦点。美国关税政策的走向则直接影响25/26年美豆出口的多寡。美豆25/26 年度供需是否偏紧则需要关注出口的调整。从目前来看，天气溢价炒作或有增 加，美豆或呈现区间震荡偏强的局面。国内豆粕5月供给前紧后松，油厂开工 恢复或要等到5月中旬左右，5月豆粕库存有回升的预期。豆粕现货、基差承压。 连粕市场在3000-3200之间区间偏强震荡运行。如能出现明显回调，回调买入 等待未来天气溢价的出现。 国信期货交易咨询业务资格： 证监许可【2012】116号 油脂方面，5月美 ...

Core Insights - Dongguan University of Technology (莞工) is actively promoting the "Double Hundred Action" to enhance local agricultural and food industry development in Xinfeng County through technology and innovation [1][3][5] Group 1: Brand Development and Product Innovation - The university is helping to create regional public brands like "New Feng Flavor" and specialty brands such as "Huang Tea Agricultural Rhythm" while developing deep-processed products like bitter melon pickles and pigeon health products to increase the added value of agricultural products [1] - The technology team is involved in the creation of geographical indication specialty towns, focusing on brand management, detection standards, and marketing promotion to enhance the competitiveness of agricultural products in Xinfeng County [3][5] Group 2: Quality Control and Digital Management - A landmark product testing station has been established in Huangpi Town to ensure agricultural product quality, implementing a comprehensive quality control system from planting to sales [3][5] - The team has developed a traceability system and a quality data management platform, enabling a feedback loop for continuous improvement in agricultural practices [3][5] Group 3: Disease Prevention and Marketing Strategies - The technology team has deployed environmental monitoring equipment to predict agricultural disease risks, leveraging resources from the university [5] - The team has enhanced the brand value of "New Feng Bitter Melon" through online and offline marketing strategies, including the addition of a sales service section in the "Huang Tea Agricultural Rhythm" mini-program and the establishment of offline display areas [5]

日本经济新闻调查了美国农业部公布的外国企业的大豆和玉米预约采购情况。特朗普就任总统前的 1月16日以后，中国的采购一直为零。在其他农产品方面，中国也在减少美国产品…… 日本经济新闻4月21日获悉，中国已经自1月中旬起停止预约采购美国产大豆和玉米。在减 少从美国进口农产品和资源的同时，为了保证稳定供应，增加了从巴西等国家的采购。意在 对抗对中国征收高关税的美国特朗普政府，对作为其支持基础的美国农户等造成打击。 此次日本经济新闻调查了美国农业部公布的外国企业的大豆和玉米预约采购情况。特朗普 就任总统前的1月16日以后，中国的采购一直为零。虽然也有"出口目的地不明"的合同，但 2024年8月以后，每个月都有中国企业的多笔采购。 特朗普在2024年总统选举中，做出了对进口自中国的所有商品征收60%关税的竞选承诺。 实际上，截至4月，第二届特朗普政府对中国加征的关税达到了145%。 作为报复性措施，中国3月对美国产大豆、小麦、玉米、鸡肉等启动了最高达15%的额外 关税。停止采购被认为与关税措施一样，是对特朗普政府的一种震慑手段。 取代美国的中国采购来源国是巴西。巴西大豆种植户协会主席毛利西奥·布冯在接受日本 经济新闻的 ...

据美国《国会山报》报道，私下反对关税、却不敢公开批评总统的共和党议员暗中希望美国最高法院出手，叫停关税战。 编者按： 特朗普发起的关税战正演变为共和党的政治负担。党内多位议员虽私下对关税政策持反对态度，却因畏惧总统的政治报复而保持缄默，转 而将希望寄托于美国最高法院的司法干预，期待通过法律途径终结这场贸易争端。 而最新民调显示，特朗普在经济议题上的支持率已跌至任期最低点。由近千名经济学家联名签署的《反关税宣言》发出严厉警告，指出现行关税政策 恐将引发美国经济衰退。 这场以"美国优先"为名的贸易战，正日益显现出战略误判的迹象。而下周三， 第一波"反映关税冲击"的欧美经济数据要来了， 这将揭示全球经济第 一道 " 伤痕 " 。 01 "不敢言"的共和党人，希望美国最高法院叫停关税战 文章称，共和党策略师、前参议院共和党助理布莱恩·达林直言"议员们不好公开反对总统，因为代价太大。所以他们巴不得最高法院介入，维护宪法赋予 众议院的征税权。" 他表示，民调显示关税政策不得人心，若长期持续，恐将断送这些议员的连任之路。 要求匿名的共和党人表示，最高法院若出面干预关税战，对于"不敢言"的共和党人是好事。许多共和党国会议员认 ...

农业专家对农产品价格和政策展望 20250415 摘要 • 2024 年秋粮上市时玉米价格下跌，随后反弹至约 1.1 元/斤，但上涨乏力； 大豆、油料、棉花及花生等经济作物价格均大幅下跌，动物产品市场也表 现低迷，猪肉和牛肉价格虽有反弹但整体仍处低位。 • 农产品价格低迷受宏观经济和政策双重影响，2024 年居民收入和消费下 降约 7.8%，大规模补贴未能扭转农业生产者亏损局面，如养牛业每头亏 损约 2000 元，导致农产品价格难以显著回升。 • 中国农村地区消费不尽如人意，老年农民养老金低，影响整体消费水平。 猪肉和牛羊肉消费减少，口粮消费增加。2024 年畜牧业收入负增长，工 资性收入增长，反映经济形势对农产品价格的影响。 • 政府债券发行规模巨大，但积极财政政策对农产品价格的刺激作用有限， 可能与投资效率问题和官员对终身问责制度的担忧有关，导致不敢大胆投 资。 • 中国农业生产能力显著提升，生猪生产恢复，牛肉养殖规模扩大，粮食产 能提升计划实施，加上天气状况较好，促进了农业生产发展。但若宏观经 济形势无明显改善，农产品价格难以大幅上涨。 Q&A 当前中国农产品价格的总体趋势如何？ 目前中国农产品价格整体 ...