中国统计信息服务中心 卓创资讯 据对全国流通领域9大类50种重要生产资料市场价格的监测显示，2025年11月中旬与11月上旬相比，30 种产品价格上涨，17种下降，3种持平。 2025年11月中旬流通领域重要生产资料市场价格变动情况 3.监测范围 监测范围涵盖全国31个省（区、市）300多个交易市场的近2000家批发商、代理商、经销商等经营企 业。 4.监测方法 价格监测方法包括信息员现场采价，电话、即时通讯工具和电子邮件询价等。 | 产品名称 | | 本期价格 | 比上期 | 涨跌幅 | | --- | --- | --- | --- | --- | | | 单位 | （元） | 价格涨跌 | (%) | | | | | （元） | | | 一、黑色金属 | | | | | | 螺纹钢（Φ20mm，HRB400E） | 吨 | 3139.0 | 20.5 | 0.7 | | 线材（Φ8—10mm，HPB300） | 吨 | 3282.6 | 10.9 | 0.3 | | 普通中板（20mm，Q235） | 吨 | 3393.7 | -18.1 | -0.5 | | 热轧普通板卷（4.75—11.5mm，Q2 ...

Core Insights - The walnut industry in Shandong has seen significant growth, with a planting area of 3.1 million acres and an annual output of 138,000 tons, generating a comprehensive output value exceeding 5 billion yuan [1][3] - The walnut industry in Luonan County contributes nearly half of the total walnut industry output value in Shandong, reaching 2.45 billion yuan in 2024 [1][3] Industry Overview - Luonan County has established a nationwide walnut procurement network, sourcing over 50,000 tons of walnuts from various major production areas across China [2] - The walnut has a long history in Shandong, dating back to the Han Dynasty, and has become a significant agricultural product, earning the title of "China's Walnut Capital" in 2010 [3] Technological Advancements - The introduction of rare walnut varieties, such as the red kernel walnut, has enhanced the quality and marketability of Shandong walnuts [3][4] - Companies are innovating by utilizing walnut shells for various products, including cat litter and organic fertilizers, showcasing the comprehensive use of walnut resources [4][5] Product Development - The walnut mooncake has emerged as a popular local delicacy, highlighting the diversification of walnut products in the region [5][6] - New products like chocolate-coated walnut snacks have been developed, indicating a trend towards innovative food products in the walnut industry [7] Export and Global Reach - The walnut products from Shandong have begun to penetrate international markets, with significant exports to countries like Kazakhstan and Kyrgyzstan [9][11] - The establishment of the Northwest Walnut Logistics Park has facilitated the processing, storage, and sale of walnut products, enhancing the region's export capabilities [11][12] Future Prospects - The brand value of "Luonan Walnut" is projected to reach 3 billion yuan by 2025, reflecting the growth potential of the walnut industry [11] - Companies in the region are aiming for a transformation towards a billion-level food industry, leveraging logistics and e-commerce to expand their market reach [11][12]

粤企入桂结出 "致富果"！宁明 丽宫陈皮星油藤 项目获 "万企兴 万村" 行动典型 项目_南方+_南 方plus 手南宁促发展活 动在广西南宁举 办。本次活动是 新阶段汇聚粤商 力量、助力广西 乡村振兴、促进 区域协调发展的 重要举措。 在20日的活动现 场，还公布了 2025年粤桂协 作"万企兴万 村"行动典型项 目名单。其中， 宁明丽宫粤桂生 物工程有限公司 （以下简称"宁 明丽宫"）凭借 粤桂协作"陈皮 星油藤"产业项 目，成功获评 2025年粤桂协 作"万企兴万 村"行动典型项 目并获授牌。这 一成果是广东新 会与广西宁明对 口协作的生动实 践。 粤桂同心促振 兴，万企兴村结 硕果。 11月19日至20 日，粤企入桂助 力广西乡村振兴 暨海内外粤商携 已达4.6万亩， 带动1万余农户 增收，户均最高 增收4万元。星 油藤产业也成为 了真正成为扎根 乡土、惠及于民 的富民产业。 新会是"中国陈 皮之乡"，新会 陈皮以其独特的 药用价值和口 感，闻名遐迩。 江门丽宫侨宝陈 皮健康产业发展 股份有限公司 （以下简称"丽 宫侨宝"）则是 当地陈皮产业的 龙头企业，手握 丰富的资源和强 大的影响力；而 宁明县则 ...

海南自贸港开放创新试点同样成果显著。比如，"再制造产品进口试点"实现突破——2024年海南企业首 次进口2台再制造变速箱，率先打通全国再制造变速箱进口通道，为全国提供了"海南经验"。"取消认证 服务当地存在要求"的改革措施落地，吸引7家境外知名认证机构备案，助力农垦红茶、罗牛山文昌鸡、 万宁荔枝等特色产品获得国际认证，带动出口销售额超100万元，实现品牌出海与效益双赢。 面向未来，李枝平表示，海南将锚定"打造引领我国新时代对外开放的重要门户"这一战略目标，对标国 际高水平经贸规则，推进规则、规制、管理、标准等制度型开放的广度和深度，加强与"一带一路"共建 国家和地区自贸区的交流合作。(完) 对接全球高标准经贸规则 海南自贸港推进制度型开放 中新网海口11月22日电 (记者 王子谦)作为中国对外开放的最高形态，海南自贸港正以制度型开放为核 心，率先探索和对接全球高标准经贸规则，打造新时代改革开放新高地。 在21日举行的"高标准建设海南自由贸易港"天津专场新闻发布会上，海南省商务厅党组成员、副厅长李 枝平作出上述表示。 近年来，海南积极融入国际经贸规则体系，高质量实施《区域全面经济伙伴关系协定》(RCEP)，出 ...

黄河几字湾公司董事长沙日娜表示，该地区水土光热条件独特，农产品绿色健康、品质优良，将以此次 活动为契机，积极与雄安新区的商超、电商及餐饮企业建立稳定合作，推动更多"草原优品"融入京津冀 市场。 本次活动由内蒙古自治区人民政府驻北京办事处、自治区农牧厅、文旅厅及鄂尔多斯市人民政府共同主 办，涵盖产品展销、美食品鉴、产销对接等多个环节，为蒙冀两地企业搭建起高效的对接平台。 作为内蒙古"草原优品"品牌矩阵的重要成员，黄河几字湾公司正持续拓展市场渠道，强化区域协同。此 次雄安之行，不仅展示了企业自身的优质产品，也为推动内蒙古农牧业高质量发展、深化两地产业协作 注入新动力。（吴宇飞） 近日，内蒙古优质农畜产品走进雄安新区系列活动拉开序幕。鄂尔多斯市黄河几字湾农牧业科技有限责 任公司（以下简称"黄河几字湾公司"）携达拉特旗多款优质农产品受邀参展，将来自黄河几字湾的绿色 风味带进雄安。 活动现场，黄河几字湾公司集中展示了碱地大米、胡麻油等系列特色农产品，充分体现区域农牧产品的 生态优势与品质内涵。其中，"米粮川碱地米"生长于黄河几字湾富含矿物质的盐碱地，历经150天漫长 生长期，颗粒饱满、米香纯正；"蛇肯点素牌面粉"产自鄂 ...

11月16日，正值大红柑采收季，走进钦州市浦北县龙门镇林塘村，一缕陈皮清香飘来，村道两旁， 房前屋后，随处可见正在晾晒的金黄色陈皮。"现在这些小陈皮就是我们的'金饭碗'。"果农李德清告诉 记者，他家种了50多亩大红柑，去年种植收入100余万元。 从2022年产值突破30亿元，到2025年产值预计突破80亿元——短短3年多，浦北陈皮年产值成倍增 长。目前，全县大红柑种植面积19万亩，有6个产值超亿元村，带动2万多户、10万多群众增收，核心产 区龙门镇更是入选国家农业产业强镇创建名单。 浦北陈皮产业的壮大并非个例。"十四五"以来，广西以农业产业融合项目为抓手，因地制宜发展乡 村特色产业和农产品加工业，推进全区农业现代化建设。2021—2025年，自治区财政筹措下达中央及自 治区资金超23亿元，累计创建8个国家级优势特色产业集群、9个国家级现代农业产业园、45个国家级农 业产业强镇，建成一批设施现代化、科技集成化、产业融合化、服务社会化、生产绿色化的现代化农业 产业样板。 "当前，广西正围绕糖蔗、水果、中药材、茶叶、家禽、渔业等'桂字号'优势特色农业产业，构建 以产业强镇为基础、产业园为引擎、产业集群为骨干，自治区 ...

融资融券数据显示，该股最新（11月20日）两融余额为1.26亿元，其中，融资余额为1.26亿元，本期筹 码集中以来融资余额合计增加1869.45万元，增幅为17.49%。 公司发布的三季报数据显示，前三季公司共实现营业收入12.40亿元，同比增长7.37%，实现净利润1.47 亿元，同比增长60.00%，基本每股收益为0.7700元，加权平均净资产收益率7.66%。 索宝蛋白11月21日披露，截至11月20日公司股东户数为15882户，较上期（11月10日）减少1254户，环 比降幅为7.32%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，索宝蛋白收盘价为19.20元，下跌3.71%，本期筹码集中以来股价累 计下跌6.66%。具体到各交易日，2次上涨，7次下跌。 机构评级来看，近一个月该股获1家机构买入评级。预计目标价最高的是国泰海通，11月2日国泰海通发 布的研报给予公司目标价26.50元。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The "Longevity Code: Bama Delicacies" event aims to promote the unique agricultural products of Bama Yao Autonomous County in the Guangdong-Hong Kong-Macao Greater Bay Area, achieving over 40 million yuan in procurement and tourism cooperation intentions [8][36]. Group 1: Event Overview - The event took place on November 21, 2023, in Guangzhou, focusing on the integration of agricultural products and cultural tourism from Bama [2][3]. - Over a hundred representatives from government departments, experts, and businesses attended the event, facilitating precise connections between supply and demand [3][4]. Group 2: Economic Impact - The event resulted in procurement and cooperation intentions exceeding 40 million yuan, promoting Bama's unique industries into the Greater Bay Area market [8][36]. - Bama's Deputy County Head emphasized the importance of this platform for introducing high-quality products to a broader market and attracting investment [12][14]. Group 3: Product Promotion - The event showcased a variety of products, including health foods, cultural tourism services, and wellness experiences, highlighting Bama's ecological and health-oriented industry characteristics [22][29]. - Specific products promoted included ecological honey, selenium-rich foods, and wellness tourism packages, appealing to the health-conscious consumers in the Greater Bay Area [22][29]. Group 4: Partnership Outcomes - Nine groups of enterprises reached cooperation agreements during the event, covering areas such as agricultural product procurement and e-commerce [33]. - Notable agreements included a procurement contract worth over 16 million yuan between Guangdong Southern Rural Investment Development Co., Ltd. and Bama Lilang Mineral Water Co., Ltd. [34].

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report - **Rapeseed Oil**: This week, rapeseed oil futures oscillated and closed lower. The 01 - contract closed at 9,816 yuan/ton, down 107 yuan/ton from the previous week. Although the significant decline in Canadian rapeseed exports exerts pressure, the Canadian bio - fuel production incentive plan, with rapeseed oil as the core raw material, and the agreement between Canada and Pakistan to promote rapeseed exports are positive factors. However, the possible delay of the US bio - fuel import incentive cut plan and the inventory pressure of Malaysian palm oil drag down the international oil market. Domestically, the Sino - Canadian trade negotiation has not reached an agreement on rapeseed tariffs. The supply of imported rapeseed is structurally tightened in the near term, and oil mills are mostly shut down, so rapeseed oil will continue to destock, supporting its price. But the ample supply and good substitution advantage of soybean oil limit rapeseed oil demand to mostly rigid demand. The short - term price fluctuation has increased, and short - term trading is recommended [8]. - **Rapeseed Meal**: This week, rapeseed meal futures continued to decline. The 01 - contract closed at 2,431 yuan/ton, down 59 yuan/ton from the previous week. The unexpected downward adjustment of US soybean exports by USDA triggered selling, but good domestic consumption and Chinese purchases of US soybeans support the US soybean market. Domestically, the Sino - Canadian trade negotiation has not made a breakthrough on rapeseed tariffs, restricting the import of Canadian rapeseed and rapeseed meal in the near term. With oil mills mostly shut down, the supply pressure is small. However, due to the decline in water temperature, the demand for aquaculture has weakened, and the rigid demand for rapeseed meal has decreased. Also, the ample supply and good substitution advantage of soybean meal have weakened the demand expectation for rapeseed meal. The rapeseed meal market is in a situation of both weak supply and demand. The market has declined recently with increased volatility, and short - term waiting and seeing is recommended. Attention should be paid to whether the Sino - Canadian trade policy can make a breakthrough [10]. 3. Summary by Relevant Catalogs 3.1 Weekly Summary - **Rapeseed Oil**: The 01 - contract price decreased by 107 yuan/ton compared to the previous week. The market is affected by both international and domestic factors, with short - term price fluctuations increasing. Short - term trading is recommended [8]. - **Rapeseed Meal**: The 01 - contract price decreased by 59 yuan/ton compared to the previous week. The market is in a situation of weak supply and demand, and short - term waiting and seeing is recommended [10]. 3.2 Futures and Spot Market - **Futures Price and Position**: Rapeseed oil futures rose significantly at the low level this week, with a total position of 243,824 lots, a decrease of 4,656 lots from last week. Rapeseed meal futures continued to decline, with a total position of 356,184 lots, a decrease of 116,496 lots from last week [15]. - **Top 20 Net Positions**: The top 20 net positions of rapeseed oil futures were +4,542, a slight decrease from +5,946 last week. The top 20 net positions of rapeseed meal futures changed from a net long position of +27,455 last week to a net short position of - 10,587 this week [22]. - **Futures Warehouse Receipts**: The registered warehouse receipts of rapeseed oil were 4,033 lots, and those of rapeseed meal were 0 lots [26]. - **Spot Price and Basis**: The spot price of rapeseed oil in Jiangsu was 10,160 yuan/ton, a slight increase from last week. The basis between the active contract futures price and the Jiangsu spot price was +344 yuan/ton. The spot price of rapeseed meal in Nantong, Jiangsu was 2,420 yuan/ton, a slight decrease from last week. The basis between the Jiangsu spot price and the active contract futures price was - 11 yuan/ton [35][41]. - **Futures Inter - monthly Spread**: The 1 - 5 spread of rapeseed oil was +391 yuan/ton, at a medium level in the same period in recent years. The 1 - 5 spread of rapeseed meal was +64 yuan/ton, at a medium - high level in the same period in recent years [46]. - **Futures - Spot Ratio**: The 01 - contract ratio of rapeseed oil to rapeseed meal was 4.038, and the average spot price ratio was 4.06 [49]. - **Price Spread between Oils and Meals**: The 01 - contract spread between rapeseed oil and soybean oil was 1,626 yuan/ton, and that between rapeseed oil and palm oil was 1,266 yuan/ton, both with narrow fluctuations this week. The 01 - contract spread between soybean meal and rapeseed meal was 581 yuan/ton, and the spot spread was 600 yuan/ton as of Thursday [59][65]. 3.3 Industrial Chain Situation - **Rapeseed - Supply**: As of November 14, 2025, the total inventory of rapeseed in oil mills was 0.25 tons. The estimated arrival volumes of rapeseed in November, December, and January 2025 were 1, 60, and 36.5 tons respectively. The import rapeseed spot crushing profit was +1,177 yuan/ton as of November 20. The crushing volume of coastal oil mills was 0 tons in the 46th week of 2025, with an operating rate of 0%. The total import volume of rapeseed in September 2025 was 11.53 tons, a year - on - year decrease of 85.71% and a month - on - month decrease of 13.14 tons [71][75][79][83]. - **Rapeseed Oil - Supply**: As of the end of the 46th week of 2025, the inventory of imported and crushed rapeseed oil was 48.3 tons, a decrease of 3.3 tons from last week, a month - on - month decrease of 6.40%. The total import volume of rapeseed oil in September 2025 was 15.66 tons, a year - on - year increase of 6.99% and a month - on - month increase of 1.90 tons [87]. - **Rapeseed Oil - Demand**: As of September 30, 2025, the monthly output of edible vegetable oil was 495 tons. As of October 31, 2025, the monthly retail sales of catering were 519.9 billion yuan. As of the end of the 46th week of 2025, the contract volume of imported and crushed rapeseed oil was 3.7 tons, a decrease of 0.3 tons from last week, a month - on - month decrease of 9.28% [91][95]. - **Rapeseed Meal - Supply**: As of the end of the 46th week of 2025, the inventory of imported and crushed rapeseed meal was 0.2 tons, a decrease of 0.3 tons from last week, a month - on - month decrease of 60.0%. The total import volume of rapeseed meal in September 2025 was 15.77 tons, a year - on - year decrease of 29.08% and a month - on - month decrease of 5.57 tons [99][103]. - **Rapeseed Meal - Demand**: As of September 30, 2025, the monthly output of feed was 3128.7 tons [107]. 3.4 Option Market Analysis As of November 21, the implied volatility of rapeseed meal options was 20.67%, a 0.02% increase from last week, and it was slightly lower than the 20 - day, 40 - day, and 60 - day historical volatility of the underlying asset [110].

从资金流向上来看，当日农产品加工板块主力资金净流入4413.6万元，游资资金净流入1.01亿元，散户资 金净流出1.45亿元。农产品加工板块个股资金流向见下表： 证券之星消息，11月21日农产品加工板块较上一交易日下跌1.97%，保龄宝领跌。当日上证指数报收于 3834.89，下跌2.45%。深证成指报收于12538.07，下跌3.41%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000505 | 京粮控股 | 8.10 | 5.33% | 111.88万 | 9.10亿 | | 600191 | 三分彩彩 | 68'01 | 4.21% | 53.91万 | · 5.84亿 | | 600127 | 金健米业 | 7.09 | 1.14% | 82.10万 | 5.87亿 | | 000019 | 深粮控股 | 7.46 | 0.95% | 59.15万 | 4.48亿 | | 600737 | 中粮糖业 | 17.30 | -0.69% | 41.89万 ...