流动性方面，粮食ETF广发盘中换手1.3%，成交50.66万元。拉长时间看，截至7月10日，粮食ETF广发 近1年日均成交859.28万元。 截至7月10日，粮食ETF广发近6月净值上涨8.31%。从收益能力看，截至2025年7月10日，粮食ETF广发 自成立以来，最高单月回报为17.24%，最长连涨月数为3个月，最长连涨涨幅为5.78%，上涨月份平均 收益率为4.82%。 粮食ETF广发紧密跟踪国证粮食产业指数，国证粮食产业指数反映沪深北交易所粮食产业相关上市公司 的证券价格变化情况。 截至2025年7月11日 09:49，国证粮食产业指数(399365)上涨0.35%，成分股东方铁塔(002545)上涨 4.73%，亚钾国际(000893)上涨2.55%，兴发集团(600141)上涨2.15%，盐湖股份(000792)上涨1.09%，新 希望(000876)上涨1.03%。粮食ETF广发(159587)上涨1.04%。 消息面上， 中共中央、国务院日前印发《加快建设农业强国规划（2024－2035年）》提到，推进农机 装备全程全面升级。加强大型高端智能农机、丘陵山区适用小型机械等农机装备和关键零部件研发应 ...

7月12日，第七届中国粮食交易大会（以下简称"粮交会"）将在沈阳开幕。据统计，将有逾4000家 企业参展，5万余名行业人员参会进行产品推介、商务洽谈、粮食采购等活动。这是辽宁省首次承办粮 交会。 作为全国粮食行业最具影响力的盛会，本届粮交会以"粮安天下聚合力，产销融通促发展"为主题， 旨在积极践行大食物观，强化全链条协同，聚焦提升粮食流通现代化水平、加强优质粮食供给能力、优 化粮食产业发展环境，搭建全国性产销合作平台，大力提升粮食产业链供应链安全保障能力。 本届粮交会采用"1+2"模式，由沈阳主会场和盘锦、朝阳分会场组成，展会面积超10万平方米，将 成为历届规模、面积最大的粮交会。大会设置了脱贫地区消费帮扶展区、优质粮油产品展区、粮油机械 设备展区、美食品鉴区、推介区等区域。同期，还将举办品牌推介、招商引资、高端论坛等系列活动。 辽宁展区由粮油展区、粮油机械展区、美食品鉴区组成，总体面积总计7400平方米。 近年来，辽宁持续深入实施优粮优产、优粮优购、优粮优储、优粮优加、优粮优销"五优联动"工 程，推动粮油全链条升级。同时，围绕"生态辽宁，多彩粮仓"主题，着力打造"辽宁好粮油"省级优质粮 油区域公共品牌，持续 ...

根据国家统计局7月10日公布的2025年夏粮生产数据，山东夏粮播种面积6044.4万亩、居全国第二、占全国15.2%，同比增加8.1 万亩；单产达452.8公斤/亩、居全国第一、是全国的1.2倍，同比增加2.7公斤；总产达547.4亿斤、居全国第二、占全国18.3%， 同比增加4.1亿斤、增量全国第一。 在提单产的过程中，山东按照不同作物，胶东、鲁中、鲁西北、鲁西南、滨海盐碱等不同地区、6个省级引领区以及中低产区生 产实际，量身定制单产提升的集成增产方案。同时，山东持续实施"万人下乡.稳粮保供"农技服务大行动，各级1.8万名农技人员 常态化开展巡回指导、举办"田间课堂"，落实大培训、大调研、大帮包、大拉练、大竞赛"五步走"超常规增粮举措，提升关键 增产技术到位率和覆盖面。 多部门协同配合，形成政策叠加合力。农业农村部门会同水利、黄河河务、气象、交通等部门，建立农业防灾减灾应急联动机 制，对粮食生产实施全周期精准监测预警。针对春旱影响，累计春灌引水39.3亿立方米、同比增加1.6%，加力人工影响天气作 业和遥感监测技术推广应用，开展增雨防雹作业576轮次、增加降水约2.27亿吨，有效保障小麦关键生长时期用水需求 ...

Core Viewpoint - The summer grain production in China for 2025 is stable, with a total yield of 299.48 billion jin, a slight decrease of 0.1% compared to the previous year, indicating resilience in the agricultural sector despite adverse weather conditions and changes in planting structure [1][3]. Group 1: Production Data - The total summer grain production is 299.48 billion jin, which is a decrease of 3.1 billion jin from last year [3]. - The planting area for summer grain is 39.9 million acres, down by 520,000 acres or 0.1% from the previous year [3]. - The average yield per acre is 375.6 kg, an increase of 0.1 kg from last year [3]. Group 2: Policy and Support Measures - The government has implemented various policies to ensure food security, including financial support for agricultural production and disaster relief funds totaling 1.6 billion yuan [4][9]. - The central government has increased the minimum purchase price for wheat and expanded insurance coverage for production costs and income, which has encouraged farmers to increase grain production [11]. Group 3: Technological and Methodological Advances - The integration of advanced agricultural practices, such as precision management and mechanization, has significantly improved production efficiency, with over 75% mechanization rate in crop farming [7]. - The use of high-standard farmland has enhanced disaster resilience, contributing to stable production levels even in adverse conditions [6]. Group 4: Market Dynamics and Farmer Benefits - The grain industry is seeing improved quality and profitability, with farmers benefiting from better pricing and support mechanisms [8][11]. - The active market for wheat has led to a stable price trend, with local prices showing an upward movement during the summer grain purchasing period [11].

7月10日，国家统计局、国家邮政局、自然资源部、中国汽车工业协会等发布了我国夏粮、快递、矿 产、汽车等多个方面的最新数据。这些跃动的数据，折射出我国经济持续向好的活力与潜力。 国家统计局7月10日发布数据：今年全国夏粮播种面积基本稳定，单产持平，夏粮总产量14973.8万吨 （2994.8亿斤），其中小麦产量13816.0万吨（2763.2亿斤），全国夏粮实现稳产丰收。 今年上半年，全国非油气矿产勘查投入资金69.93亿元，同比增长23.9%，保持快速增长势头，同比增幅 持续扩大。其中，社会资金33.59亿元，同比增长28.2%，占矿产勘查总投入的48.0%，企业投入矿产勘 查的积极性不断增强；中央和地方财政资金36.34亿元，同比增长20.1%。 汽车产销快速增长 夏粮实现稳产丰收 全国夏粮播种面积3.99亿亩，和上年相比保持基本稳定。夏粮单产375.6公斤/亩，与上年基本持平。夏 粮实现稳产丰收，为稳定全年粮食生产奠定了坚实基础，为应对复杂严峻国际形势、推动经济持续回升 向好提供了有力支撑。 快递业务量超千亿 国家邮政局7月10日发布的监测数据显示：截至7月9日，今年我国快递业务量已超1000亿件，比20 ...

Core Insights - The national summer grain production in 2025 is projected to be stable, with a total output of 149.738 million tons (299.48 billion jin), including wheat production of 138.16 million tons (276.32 billion jin) [1] - The summer grain planting area is expected to remain stable at 399 million mu, a slight decrease of 520,000 mu or 0.1% from the previous year [1][2] - The stability in summer grain production is attributed to strict implementation of food security responsibilities, effective policy support, and favorable climatic conditions during the planting period [2] Group 1 - The summer grain planting area has remained stable due to the enforcement of food security responsibilities and high-quality farmland construction [2] - The government has enhanced the grain production support policy system, including raising the minimum purchase price for wheat and expanding insurance coverage for farmers [2] - Favorable weather conditions during the previous autumn and winter contributed to timely sowing of winter wheat in major production areas [2] Group 2 - The summer grain yield per mu is projected to be 375.6 kg, a slight increase of 0.1 kg from the previous year, indicating stability despite drought conditions [3] - Measures taken to combat drought and other adverse conditions have helped maintain the yield, alongside a reduction in low-yield crop areas and an increase in high-yield crop areas [3] - The integration of advanced agricultural practices and technologies has been emphasized to enhance yield levels [3]

夏粮丰，全年稳！ 7月10日，2025年夏粮"成绩单"新鲜出炉——2025年全国夏粮总产量达到2994.8亿斤，其中小麦产量 2763.2亿斤，实现稳产丰收。 国家统计局农村司副司长魏锋华说，今年夏粮虽略有减产，但减产幅度很小，总体保持稳定。 2023年我国夏粮实现丰收，产量达到2923亿斤，而2024年夏粮产量在2023年处于较高水平的基础上，又 增产了72.5亿斤。今年夏粮"成绩单"是在2024年高基数基础上取得的。此外，今年在河南、陕西等主产 区发生了较重旱情，诸多挑战下，实现2025年夏粮稳产丰收，殊为不易。 政策对路，农民种粮有盼头—— 提高小麦最低收购价，稳定耕地地力保护补贴政策，扩大完全成本保险和种植收入保险投保面积，启动 实施中央统筹下的粮食产销区省际横向利益补偿…… 目前，我国已累计建成高标准农田超过10亿亩，建成各类田间灌排渠道1000多万公里，农田抗灾减灾能 力有了明显提升，为全国粮食连续多年丰产增产提供重要支撑。 科技创新，良种良机提单产—— 以科技为支撑，走内涵式现代农业发展道路，正为夏粮生产注入强劲动能。 种子是农业的"芯片"。搜集种质资源、创制新品种、推广田间种植，围绕种业振兴行 ...

Domestic News - The Ministry of Human Resources and Social Security and the Ministry of Finance announced an increase of 2% in the basic pension for retirees starting from January 1, 2025, for those who retired by the end of 2024 [1] - The Ministry of Commerce stated that China and the U.S. are maintaining close communication on economic and trade concerns, hoping for mutual respect and cooperation to stabilize and develop bilateral economic relations [1] - The China Automobile Industry Association reported that in the first half of the year, China's automobile production and sales both exceeded 15 million units, with new energy vehicles showing significant growth, achieving production and sales of 6.968 million and 6.937 million units respectively, representing year-on-year increases of 41.4% and 40.3% [3] Real Estate and Land Market - The China Index Academy reported that in the first half of 2025, the land transfer fees for residential land in 300 cities increased by 27.5% year-on-year, while the transaction area decreased by 5.5%. The top 20 cities accounted for 68% of the national land transfer fees [4] International News - The Bank of Korea maintained its policy rate at 2.5%, citing weak construction activity and slowing export growth, with the economy contracting by 0.2% quarter-on-quarter in the first quarter of the year [5] - The Japanese Government Pension Investment Fund (GPIF) reported that 51.8% of its foreign bonds are U.S. Treasury bonds, the highest proportion since 2015 [6] - The European Central Bank's governing council member indicated that despite slow economic growth in France, a positive trend is expected, with GDP projected to grow by 0.6% in 2025 [6]

Core Viewpoint - The national summer grain production in 2025 is expected to remain stable, with a total output of 149.738 million tons, despite a slight decrease compared to the previous year [1][2]. Summary by Sections Production Data - The total summer grain output this year is 149.738 million tons (29.948 billion jin), with wheat production at 138.16 million tons (27.632 billion jin) [1]. - There is a decrease of 3.1 million jin (0.1%) in total summer grain output compared to last year [1]. - The summer grain planting area is 39.9 million acres, down by 520,000 acres (0.1%) from last year, indicating stability [1]. - The summer grain yield is 375.6 kg per acre, which is an increase of 0.1 kg per acre, remaining essentially unchanged [1]. Regional Analysis - Major producing regions such as Shandong, Hebei, and Sichuan saw increases in production by 410 million jin, 360 million jin, and 220 million jin respectively [1]. - Conversely, Henan and Shaanxi experienced significant reductions in production due to drought, with decreases of 710 million jin and 290 million jin respectively [1]. - Xinjiang's production was also affected by adjustments in planting structure, leading to a reduction of 400 million jin [1]. Drought Impact and Mitigation - Severe drought conditions in key production areas like Henan and Shaanxi negatively impacted summer grain production [2]. - Efforts to mitigate drought effects included active water diversion and irrigation, which helped alleviate the situation, particularly due to the construction of high-standard farmland [2]. - The overall impact of other minor disasters and the promotion of large-scale yield improvement initiatives contributed to maintaining stable yields despite drought conditions [2]. Economic Implications - The stable summer grain production lays a solid foundation for ensuring overall grain production stability in the face of complex international challenges and supports the ongoing economic recovery [2].

2025年全国夏粮稳产丰收 2025年全国夏粮播种面积3.99亿亩，比上年减少52.0万亩，下降0.1%，保持基本稳定。分品种看，小麦 播种面积3.46亿亩，减少26.1万亩，下降0.1%。其中，冬小麦播种面积3.39亿亩，增加5.7万亩，持平略 增。分地区看，在25个有夏粮生产的省(区、市)中，20个播种面积增加，其中安徽、河北、山西、四川 分别增加17.5万亩、15.1万亩、11.2万亩和10.8万亩。西部部分地区持续调整夏秋作物种植结构，调减夏 杂粮、春小麦等夏收作物，改种玉米等秋粮作物，夏粮播种面积有所减少。 夏粮播种面积保持基本稳定的主要原因：一是层层压实生产责任。各地坚决落实粮食安全党政同责，严 格耕地保护和用途管控，高质量推进高标准农田建设，加大撂荒地复耕复垦力度，进一步挖掘种植潜 力。二是持续强化政策支持。今年国家进一步健全粮食生产支持政策体系，提高小麦最低收购价，稳定 耕地地力保护补贴政策，扩大完全成本保险和种植收入保险投保面积，启动实施中央统筹下的粮食产销 区省际横向利益补偿，有力调动了农民种粮和地方抓粮的积极性。三是播期气候条件适宜。上年秋冬播 期间，冬小麦主产区光温水匹配良好，土壤墒情 ...