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冠通期货早盘速递-20250924
Guan Tong Qi Huo· 2025-09-24 10:27
Group 1: Economic Data - In August, the total social electricity consumption reached 1015.4 billion kWh, a year-on-year increase of 5%. The national manufacturing electricity consumption in the same month increased by 5.5% year-on-year, the highest this year [2] - The OECD's mid-term outlook report predicts that the global economic growth rate in 2025 will be 3.2%, an upward revision of 0.3 percentage points from the June forecast, and the 2026 forecast remains at 2.9%. The economic growth forecasts of the US, Eurozone, Japan, and the UK for this year have been slightly raised [2] - The preliminary value of the US S&P Global Manufacturing PMI in September was 52, in line with expectations, and the final value in August was 53. The preliminary value of the Services PMI was 53.9, and the preliminary value of the Composite PMI was 53.6, both lower than expected and at a three-month low [2] - In September, the arrival volume of imported soybeans in China remained high. The soybean crushing volume of major oil mills in the country has remained above 2.3 million tons for four consecutive weeks, and this week's crushing volume is expected to be around 2.4 million tons. As of September 19, the soybean meal inventory of major oil mills has exceeded 1.2 million tons, and it is expected to rise above 1.25 million tons by the end of September [2] Group 2: Project News - The first-phase lithium carbonate project of Luopu Xihai New Energy Materials Co., Ltd. was put into operation. The total investment of the project is 4.6 billion yuan. After the first phase reaches full production, it can process 300,000 tons of lithium concentrate annually and produce 30,000 tons of battery-grade lithium carbonate [3] Group 3: Plate Performance - Key focus: urea, Shanghai copper, soybean meal, crude oil, plastic [4] - Night trading performance: non-metallic building materials 2.58%, precious metals 32.68%, oilseeds 10.34%, soft commodities 2.53%, non-ferrous metals 18.74%, coal, coke, steel, and minerals 13.97%, energy 3.01%, chemicals 11.88%, grains 1.05%, agricultural and sideline products 3.23% [4] Group 4: Plate Position - The chart shows the position changes of commodity futures plates in the past five days [6] Group 5: Performance of Major Asset Classes | Category | Name | Daily Change (%) | Monthly Change (%) | Year-to-Date Change (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index, SSE 50 | -0.18, -0.09 | -0.94, -1.91 | 14.02, 8.74 | | | CSI 300 | -0.06 | 0.51 | 14.86 | | | CSI 500 | -0.61 | 1.94 | 25.41 | | | S&P 500 | -0.55 | 3.04 | 13.18 | | | Hang Seng Index | -0.70 | 4.31 | 30.40 | | | German DAX | 0.36 | -1.22 | 18.60 | | | Nikkei 225 | 0.00 | 6.50 | 14.03 | | | UK FTSE 100 | -0.04 | 0.39 | 12.85 | | Fixed Income | 10-year Treasury Bond Futures | -0.21 | -0.09 | -1.11 | | | 5-year Treasury Bond Futures | -0.13 | 0.10 | -0.86 | | | 2-year Treasury Bond Futures | -0.05 | -0.07 | -0.61 | | Commodity | CRB Commodity Index | 0.00 | -1.52 | 0.35 | | | WTI Crude Oil | 2.22 | -0.61 | -11.48 | | | London Spot Gold | 0.46 | 9.17 | 43.40 | | | LME Copper | 0.21 | 0.92 | 13.80 | | | Wind Commodity Index | 0.94 | 11.20 | 28.57 | | Other | US Dollar Index | -0.08 | -0.63 | -10.37 | | | CBOE Volatility Index | 0.00 | 4.82 | -7.20 | [8]
市场快讯:阿根廷冲击,油粕齐跌
Ge Lin Qi Huo· 2025-09-23 11:20
Group 1 - Report industry: Agricultural products (soybeans, oil, and meal) [5] Group 2 - The core view of the report: Argentina's decision to cancel all grain export taxes before October 31 is expected to increase the near - term supply of soybeans and soybean oil and lower soybean premium quotes. In the short term, the market sentiment is negatively affected, and Argentine soybeans, soybean oil, and soybean meal are expected to impact the market at low prices from September to October. However, the market will eventually return to its trading pattern, and the oil market is more resistant to pressure than the protein market [5] Group 3 - Event: Argentina's government announced the cancellation of all grain export taxes before October 31. The previous export tax rates were 26% for soybeans and 24.5% for soybean meal and soybean oil [5] - Market reaction: After the news, U.S. soybeans, U.S. soybean oil, and Malaysian palm oil prices declined. In the domestic market, the decline of Dalian Commodity Exchange's soybean meal and three major oils exceeded 2% and 3%, respectively [5] - Supply impact: The policy is expected to increase the near - term supply of soybeans and soybean oil and lower soybean premium quotes [5] - Short - term impact: From September to October, due to the tax - exemption policy, Argentine soybeans, soybean oil, and soybean meal are expected to impact the market at low prices [5] - Follow - up focus: It is necessary to pay attention to Argentina's subsequent export capacity. From January to August 2025, Argentina has processed and exported about 33.22 million tons of soybeans, with an annual remaining usage of about 15 million tons [5] - Market resistance: The oil market is more resistant to pressure than the protein market [5]
响应健康月,南海油脂公益“第一弹”精准落地!多元帮扶构筑学子健康防线
Zhong Guo Shi Pin Wang· 2025-09-23 07:59
Group 1 - The core theme of the public welfare action is "Protecting the Health of Impoverished Students," which marks the launch of a series of public welfare activities by Nanhai Oil and Fat Industry (Chiwan) Co., Ltd. in response to the national "Health Month" initiative [1] - The event is a collaboration between Nanhai Oil and Fat, Dongguan Mali, and a dental expert team from Shenzhen Nanshan Chronic Disease Hospital, focusing on oral health protection, material donations, and financial assistance to support the healthy growth of rural students [3] - This charitable initiative has been ongoing for 11 years, embodying the "Healthy China" concept through practical actions by the company [3] Group 2 - On September 8, dental experts provided engaging oral health lessons to sixth-grade students at Dapo Yihai Primary School, emphasizing the importance of proper brushing techniques [5] - The volunteer team visited multiple impoverished students' families to understand their learning and living conditions, providing essential supplies and scholarships for targeted support [5] - The following day, the team continued their efforts at Jingnao Yihai Primary School in Ganzhou, where parents expressed appreciation for the ongoing support beyond just financial aid [7] Group 3 - As a leading enterprise in the domestic grain and oil industry, Nanhai Oil and Fat integrates the concept of health into its business development and social responsibility practices, promoting public health awareness through a "product + service + public welfare" model [8] - Upcoming health public welfare activities include a nutritional health academic exchange on September 19 and the launch of the 2025 Jinlongyu Fengyitang charity walk at the end of September, advocating for a healthy lifestyle [8] - The "Jinlongyu Fengyitang" brand, launched in April, focuses on functional rice, flour, and oil products, incorporating health management into daily meals, with products like glycerol diester oil (DAG) and plant sterol series [8] - The company aims to build a health ecosystem covering rural children, urban families, and educated groups through diverse public welfare actions, aligning with national health policies and supported by the Jinlongyu Fengyitang health product system [8]
推动川油飘香四海 “天府菜油”引领四川粮油产业加速崛起
Si Chuan Ri Bao· 2025-09-23 00:16
第十一届四川农业博览会"天府菜油"展区。 "天府菜油"亮相香港"家乡市集嘉年华"。 "天府菜油"行动科技创新团队项目成果——移动式谷物(油菜籽)应急干燥机、农用螺旋榨油机。 一勺金黄色的菜油滑入锅中,花椒与辣椒的香气被激活,各种食材的风味因油而交融——这是造就川菜独特 味道的关键所在。 四川是全国油菜籽产量第一大省,也是菜籽油消费最旺盛的地区之一。2018年11月22日,国内食用油行业首 个省级粮油区域公共品牌"天府菜油"诞生,通过"公共品牌+企业自有品牌"的方式,推动着四川更多高端菜油产品 走向市场,改写了四川菜油"有品质无品牌"的历史。 金秋九月,"天府菜油"再传佳音:授权产品增至73个,合作企业达26家。"天府菜油"越来越大的"朋友圈", 推动着更多"川字号"优质粮油产品香飘四海。 "品牌+"划定品质红线 保证产品"优胜劣汰" 9月初,第十一届四川农业博览会在成都开幕。展会期间,"天府菜油"省级粮油区域公共品牌授牌仪式举行, 11家授权企业的26个产品获得品牌授牌。至此,全省获得省级粮油区域公共品牌"天府菜油"使用授权的产品达73 个,共26家企业。 如何对这些获得授权的企业和产品进行规范化管理?早在2 ...
全民营养科研基金硕果累累,益海嘉里金龙鱼为何持续投入科研?
Core Insights - The 17th National Nutrition Science Conference in China focuses on "Nutritional Innovation - Promoting High-Quality Development of National Health," celebrating the 80th anniversary of the Chinese Nutrition Society with nearly 3,000 experts and scholars participating [1] - The 9th Chinese Nutrition Society Science and Technology Award recognized two projects for their technological innovation and social value, marking a breakthrough in the grain and oil industry [2][3] Group 1: Award-Winning Projects - The project "Key Technology Innovation and Industrialization of Soy Protein and Plant Sterols Based on Nutritional Health Needs" combines grain and oil processing with nutritional research, providing valuable scientific evidence for the Eastern population [3] - The project "Food Nutrition Digital Technology and Application Promotion" also received the first prize, showcasing a full-chain industrial research and development case [3] Group 2: Health Benefits of Plant Sterols - Plant sterols are praised for their health benefits, including lowering low-density lipoprotein cholesterol levels through a threefold mechanism [4] - Research confirmed that the combination of plant sterols and phospholipids improves lipid metabolism and antioxidant stress [4] Group 3: Product Development and Market Response - The "Golden Fish Fengyi Hall" brand launched by Yihai Kerry Golden Fish focuses on health management integrated into daily meals, responding to national health strategies [6] - The company has introduced various health functional products, including glycerol diester oil and plant sterol series, which have received positive feedback from consumers and experts [6] Group 4: Research and Development Investment - Yihai Kerry Golden Fish has invested billions in research since establishing its R&D center in Shanghai in 2009, forming a team of over 300 scientists [8] - The company collaborates with research institutions and universities to promote industry exchange and innovation, establishing the National Nutrition Research Fund to support collaborative projects [8][9] Group 5: Future Directions and Goals - The National Nutrition Research Fund aims to enhance nutritional supply capabilities and improve public health through targeted research projects [9][12] - Future projects will focus on functional food claims, dietary fiber analysis, and the development of health products for specific populations, contributing to the construction of a healthy China [12]
填补东方人群营养研究空白,益海嘉里金龙鱼获“营养学界奥斯卡”
Zhong Guo Shi Pin Wang· 2025-09-22 08:21
Core Insights - The 17th National Nutrition Science Conference of the Chinese Nutrition Society was held in Beijing, celebrating its 80th anniversary, with nearly 3,000 experts discussing "Nutritional Innovation - Promoting High-Quality Development of National Health" [1] - The 9th Chinese Nutrition Society Science and Technology Award recognized two projects for their technological innovation and social value, marking a breakthrough in the grain and oil industry [1][6] - The awarded projects focus on the industrialization of key technologies related to soybean protein and plant sterols, contributing to the upgrade of the entire industry chain and promoting the development of high-value health products [6] Project Highlights - The project "Key Technology Innovation and Industrialization of Soybean Protein and Plant Sterols Based on Nutritional Health Needs" fills a gap in clinical trial data for plant protein and chronic disease intervention in the Chinese population [6] - The project "Food Nutrition Digital Technology and Application Promotion" also received recognition, showcasing the successful transition from research to industry [6] Health Benefits of Plant Sterols - Plant sterols are recognized for their health benefits, particularly in lowering low-density lipoprotein cholesterol levels through competitive absorption with cholesterol [7] - Research confirmed the positive effects of combining plant sterols with phospholipids on lipid metabolism and oxidative stress, providing scientific evidence for their use in functional foods and dietary supplements [7] Product Development - The "Golden Fish Fengyitang" brand launched by Yihai Kerry aims to address health issues among overweight and obese populations, as well as cardiovascular disease patients, by integrating health management into daily meals [10] - The product line includes glycerol diester oil, plant sterol series, and low GI rice and flour products, which have received positive feedback from experts [11] Research and Development Investment - Yihai Kerry has invested significantly in research and development since establishing its R&D center in Shanghai in 2009, with over 300 scientists and thousands of patents [15] - The company collaborates with research institutions and universities to foster innovation and has established the National Nutrition Research Fund to support research projects [15][20] National Nutrition Research Fund - The fund has supported over 4,000 researchers and has initiated 40 research projects aimed at improving nutrition supply and health levels in China [16][20] - The fifth phase of the fund focuses on various research directions, including the development of functional foods and health claims [23]
田埂上舒展“丰收画卷” ——写在第八个中国农民丰收节到来之际
Ren Min Wang· 2025-09-22 06:20
Group 1 - The core message emphasizes the successful harvest and the importance of agricultural production in ensuring food security and improving farmers' income [1][2][8] - The agricultural sector has seen a stable increase in summer grain production, with sufficient supply of "vegetable basket" products, contributing to farmers' income growth and rural consumption [1][8] - The implementation of new seed varieties has significantly improved crop yields, with examples showing corn yields increasing from 1100 jin/mu to 1500 jin/mu [2][3] Group 2 - The agricultural industry is focusing on enhancing oilseed crop production, with peanut yields in Shandong increasing by approximately 400 jin/mu compared to the previous year [4][5] - The integration of agricultural deep processing is helping traditional agricultural products improve quality and expand market reach [6] - The promotion of urban-rural integration is vital for driving economic growth, with initiatives like the agricultural product sales event in Beijing connecting consumers directly with farmers [7][8] Group 3 - The implementation of the "Promoting Agricultural Product Consumption Implementation Plan" aims to optimize supply, innovate distribution, and activate market demand, enhancing the consumption potential of agricultural products [8] - The agricultural sector's contribution to the economy is highlighted by the direct annual output value of geographical indication products exceeding 960 billion yuan, showcasing the transformation of local specialties into profitable products for farmers [8][9]
巅峰较“粮”,超越“世界米王”日本越光米,金龙鱼6步鲜新米上市
Zhong Guo Shi Pin Wang· 2025-09-22 04:01
Core Viewpoint - The launch of the "Golden Dragon Fish 6-Step Fresh Rice New Rice Festival" in Harbin, Heilongjiang, highlights the recognition and celebration of high-quality Chinese rice, particularly the 6-Step Fresh Rice, which has surpassed Japan's Koshihikari rice in taste and quality [7][9]. Group 1: Event Highlights - The event featured notable attendees including Olympic champion Xing Aowei and young participants from the reality show "Let's Farm," emphasizing the connection between youth and agriculture [9][13]. - The festival aims to promote the 2025 new rice harvest and celebrate the achievements in rice cultivation and technology [9][10]. Group 2: Product Recognition - The "Golden Dragon Fish 6-Step Fresh Rice" won the "Most Excellent Award" at the 2024 Japan Rice Quality and Taste Research Conference, marking a significant achievement for Chinese rice on an international stage [7][9]. - This recognition enhances the global reputation of Chinese rice brands and showcases the quality of Wuchang rice [9][10]. Group 3: Technological Innovation - The 6-Step Fresh Rice technology, which includes processes from harvesting to consumption, ensures the freshness and taste of the rice, significantly reducing losses during harvesting [10][12]. - The technology has been awarded the Special Prize by the China Grain and Oil Society, highlighting its innovative and replicable nature within the industry [12]. Group 4: Sustainable Practices - The company emphasizes a "zero waste" approach in its rice processing, utilizing by-products for various applications, including high-quality cooking oil and cosmetic ingredients [16][18]. - The rice husks are also repurposed for energy production, showcasing a commitment to sustainable practices and resource efficiency [18][20]. Group 5: Market Engagement - The festival involved partnerships with major retailers and platforms like JD.com and Tmall, facilitating the immediate availability of fresh rice to consumers [14][15]. - The event included tasting sessions, allowing attendees to experience the quality of the rice firsthand, reinforcing consumer engagement and brand loyalty [15].
临潭依托融资平台为企业发展注入活力
Sou Hu Cai Jing· 2025-09-20 02:46
临潭依托融资平台为企业发展注入活力 近年来,临潭县认真贯彻落实省、州关于促进民营经济、中小微企业健康发展的决策部署,将解决中小微企业融资难、融资贵、融资慢等问题作为工作重 点,积极宣传推广 "甘肃信易贷・陇信通"平台,取得了显著成效。 临潭县益康粮油加工有限责任公司成立于2013年3月19日的企业,多年来在临潭县从事油菜籽的生产加工和销售,凭借着良好的经营和发展,在当地积累 了一定的客户资源和市场份额,综合实力较强。然而,随着市场的发展,企业也面临着新的挑战。 "我们企业发展一直比较稳定,但随着订单越来越多,现有的原材料供应范围已经无法满足实际生产需求了。" 益康粮油加工有限责任公司负责人感慨地 说,"我们急需增购原材料来满足订单,但资金却存在部分缺口。而且我们企业名下缺少充足的抵押物,在贷款融资方面遇到了很大的困难,这导致增购 原材料的事情一直拖着,严重影响了企业扩大生产规模的计划。" 面对企业的困境,临潭县发展和改革局联合财政局、金融监管局及县域内各金融机构积极行动起来。通过实地走访,他们了解到了益康粮油加工有限责任 公司的融资困境,并为其推荐了"甘肃信易贷・陇信通"平台。随后,中国工商银行临潭支行与企业 ...
2025年陕西省食品安全宣传周启动
Shan Xi Ri Bao· 2025-09-17 22:44
"你喝下去多少'糖'?以330毫升的可乐为例,其中的添加糖约为35克。《中国居民膳食指南》建 议,个人每天的添加糖摄入量最好控制在25克以下。" 9月17日,2025年陕西省食品安全宣传周主场活动在西安电影制片厂举办。在展示区,省卫生健康 委工作人员宣讲健康饮食知识。现场群众对此很感兴趣,有的向工作人员咨询,有的观看海报,了解相 关知识。 近期,省食品药品安全委员会办公室持续组织开展食品安全知识进社区、进乡村、进校园、进企 业、进商超"五进"活动,宣传食品安全理念,提升群众防范意识和科学素养。 在展示区,西安市公安局民警宣讲假冒伪劣食品案件侦办情况并解答疑问。"消费者要通过资质齐 全、信誉良好的店铺或平台选购食品,仔细查看食品包装上的厂址、生产日期、保质期等信息。"现场 民警提醒。 在特色产品展区,西安爱菊粮油工业集团展示的面粉、菜油等产品吸引许多群众前来选购。 "消费者购买粮油产品时要三看。一看产品标签,特别要注意生产日期及配料表等。二看产品外 观,面粉应呈乳白色或微黄,大米要有光泽,油脂要澄清透明。三看销售方,要通过正规渠道和厂商购 买。另外,选购粮油产品不要一味追求精、细,食用适度加工粮油更有益健康。" ...