春耕时节，河北省石家庄市田间涌动着丰收的希望。藁城区南营镇土山村种粮大户苏吉平的800亩强筋 优质小麦长势喜人。"去年总收入约125万元，比普通小麦收益高得多，咱石家庄的强筋麦从来不愁 卖。"近年来，石家庄正以全产业链协同发展模式，将"一粒麦"做成"大产业"，端稳粮食安全"金饭 碗"。 作为传统强筋麦种植核心区，藁城区交出亮眼答卷：强筋麦种植覆盖率达90%，建成3个大型交易市 场、120家民营粮食流通企业，培育20余家面粉加工企业、14家宫面精深加工企业，形成"育种繁种-规 模种植-仓储流通-精深加工-品牌销售"全产业链，年产值突破115亿元。该区还创新"新型经营主体+农 户"模式，发展536个家庭农场、专业合作社等，流转土地10.5万亩，千亩以上家庭农场达21家，农业机 械化、专业化服务覆盖率超90%。 在藁城区示范带动下，元氏县、赵县、晋州市等地推广强筋小麦近30万亩，全市优质小麦种植规模持续 扩大，产业集群效应凸显。 从良种培育到全链增值，石家庄强筋小麦产业不仅保障了高端食品加工的"中国芯"，更走出一条"产业 兴、农民富、乡村美"的振兴之路。数据显示，全市强筋小麦产业年带动农民增收超10亿元，成为河北 ...

Core Viewpoint - The first batch of five 9000-ton air membrane grain silos in China has been successfully inflated and formed, marking the practical application of the fourth generation of new grain storage technology [1][3]. Group 1: Technology and Design - The air membrane silos are inflated like balloons, with a diameter of 24 meters and a height of 33 meters, capable of storing 9000 tons of grain, sufficient to meet the daily food needs of 23 million people [3]. - The construction process involves a significant pressure difference between the inside and outside of the silo, requiring a two-door system for entry, ensuring safety during operation [5]. - The interior of the silo is spacious and column-free, allowing for higher space utilization, with grain being delivered through a conveyor belt from the top [7]. Group 2: Safety and Monitoring - The silo walls consist of an air membrane layer, a reinforced concrete layer, and an additional polyurethane layer for insulation, ensuring the safety and longevity of the storage [9]. - The silos are equipped with numerous sensors for real-time temperature monitoring of the grain, and nitrogen gas is injected to create an oxygen-free environment, preventing pests and preserving the grain [9]. Group 3: Construction Timeline - The entire construction process is highly mechanized, environmentally friendly, and minimally affected by weather conditions, significantly shortening the construction period [7]. - The completion of these air membrane silos is expected by the end of this year, with operational use planned for February next year [9].

在湖南长沙，我国首批五座9000吨级气膜粮仓今天将充气成型，这标志着我国第四代新型粮仓正式进入 实践应用阶段。和传统粮仓相比，气膜仓最特别的就是它在传统钢筋混凝土仓体的基础上，又给它穿上 了一层雨衣和棉衣。对粮食的储存来说，气密性和保温性都大幅提升。 ...

智通财经5月4日电，亚洲开发银行宣布推出一系列计划，将其对亚太地区长期粮食与营养安全领域的支 持扩大260亿美元，从而使2022至2030年间粮食安全倡议的资金总规模增至400亿美元。今日宣布追加的 260亿美元资金将由亚行直接支持相关政府的185亿美元和投向私营部门的75亿美元组成。援助资金将用 于一项覆盖从种植、加工到流通、消费等粮食生产全过程的综合计划。 亚行：到2030年对粮食安全的支持将达400亿美元 ...

我国实行最严格的耕地保护制度，实施藏粮于地、藏粮于技战略，不断提高粮食综合生产能力。去年我 国粮食生产克服重重困难，产量首次迈上1.4万亿斤新台阶，实现了谷物基本自给、口粮绝对安全。实 施大豆油料产能提升工程，大豆产量连续3年保持在2000万吨以上，油料产量稳步增加，提高了大豆和 油料自给率，增强在国际粮食贸易中的议价能力。面对挑战，今年我国稳定水稻、小麦生产，因地制宜 发展薯类杂粮，持续巩固提升大豆产量，同步提升油料自给能力，确保粮食稳产增产，为经济高质量发 展、社会大局稳定夯实基础，为抵御外部风险构筑牢固屏障。 总之，唯有强化底线思维，运用好政策组合拳，在应对外部冲击的同时，锻造内生动力，通过进口多元 化、产能挖潜、储备调控、全链减损四重防线，才能不断提升粮食安全保障水平，为全力巩固经济发展 和社会稳定提供坚实支撑。 我国对美国大豆、玉米、小麦等农产品加征关税，是应对美国"关税大棒"、维护国家利益的必要反制措 施。来自美国的粮食进口量显著下降，不仅不会动摇国内粮食稳定供应，反而将加速粮食进口多元化， 进一步促进粮食自给水平、粮食储备调控能力和粮食节约减损能力提升，不断增强国内产业链供应链韧 性，将粮食安全 ...

4月30日，农业农村部党组书记、部长韩俊主持召开部党组会议，强化政策谋划实施，抓实抓细农业农 村各项工作，牢牢稳住"三农"基本盘，为促进经济持续回升向好提供基础支撑。会议强调，要着力稳定 粮食等重要农产品生产供应，紧盯不放抓好夏粮生产，进一步强化旱情灾情第一时间响应机制，及时派 出工作组和科技小分队指导抗旱救灾工作，努力减轻旱情影响，围绕三夏重要关口及早落实稳产增产措 施，奋力夺取夏粮丰收。要持续抓好奶牛肉牛产业纾困，合理调控生猪产能，深挖农业农村领域消费潜 力，加快实施农业农村领域"人工智能+"行动。要防范化解农业农村领域风险隐患，加强渔船渔港、农 机等重点领域安全风险排查整治，坚决遏制重特大事故发生。(人民财讯) ...

基金研究 | 基金专题报告 2025 年 04 月 29 日 作者 吴先兴 分析师 SAC 执业证书编号：S1110516120001 wuxianxing@tfzq.com 相关报告 1 《金融工程：金融工程-大模型总结 和解读行业研报（ 2025W17 ）》 2025-04-28 2 《金融工程：金融工程-量化择时周 报：全 A 指数 30 日均线构成压力位》 2025-04-27 3 《金融工程：金融工程-净利润断层 本周超额基准 4.31%》 2025-04-27 基金研究 证券研究报告 关税反制背景下，粮食安全重要性凸显。我国是世界粮食进口大国，美国 则是我国大豆、小麦和玉米等农产品的重要进口来源地。从贸易结构上， 据海关总署统计数据显示，2024 年我国自美国进口粮食总量为 3179 万吨， 近几年中国从美国进口的粮食量总体呈下降趋势，2024 年我国进口粮食总 量为 15753 万吨，我国自美国进口的粮食总量占我国进口粮食总量的 20.2%，同比 2023 年下降 1.3 个百分点。据中国海关总署数据，美国玉米、 大豆、高粱在中国该类别的进口量中占比分别由 2021 年的 69.9%、33.4% ...

每经编辑 毕陆名 据央视新闻28日消息，日本农林水产省4月28日公布的数据显示，今年4月14日至4月20日的一周，日本全国超市销售的5公斤大米平均价格为4220日元，再次 创下了有统计以来的最高纪录，连续16周上涨。 日本广播协会4月25日援引农林水产省21日发布的数据报道，一袋5公斤装大米均价4217日元（约合214元人民币），是去年同期的两倍多，刷新农林水产省 开始相关统计以来最高纪录。 成田国际机场检疫官员说，去年夏季前后，越来越多的日本游客从印度和泰国等亚洲国家回国时带回大米。今年3月，此类游客数量开始攀升。近期，韩国 也成为日本民众"海淘"大米的热门国家。其中，不少人带的大米在5到10公斤之间。 据媒体29日报道，由于大米缺货，在日本全国范围内，多家大型连锁超市再度祭出了"限购"、提价、以小袋装出售等应对措施。 记者实地走访发现，4月15日以来，在日本福冈县，Sunlive、Reganet Cute等连锁超市相继贴出了"每家限购一袋"的告示，甚至有部分超市门店的大米货架 近乎"空空如也"。 一位居住在东京的华人告诉记者，"我们家附近的超市最近开始每家限购2袋大米。""5公斤装大米，上周日来有一两袋在 ...

Core Viewpoint - Despite the Japanese government's release of over 300,000 tons of reserve rice, rice prices continue to rise, with the average retail price for a 5-kilogram bag reaching 4,220 yen, more than double the price from the previous year [1][2]. Group 1: Price Trends - The average retail price of 5-kilogram rice has reached 4,220 yen (approximately 214.12 RMB), marking a record high and an increase of 92.1% year-on-year [2][11]. - The price of 2-kilogram rice ranges from 2,080 to 2,480 yen, equivalent to approximately 26.94 to 32.11 RMB per kilogram, indicating a continuous upward trend in rice prices [3]. Group 2: Supply Issues - Many supermarkets have implemented purchase limits due to rice shortages, with some stores displaying nearly empty rice shelves [1][2]. - The government has released 210,000 tons of reserve rice since March, but the circulation of this rice has been minimal, with only 426 tons reaching retailers by the end of March [7]. Group 3: Government Response - The Japanese government plans to release an additional 100,000 tons of reserve rice and will continue monthly releases until July, but the effectiveness of these measures remains in question [6][9]. - Criticism has arisen regarding the timing and scale of the reserve rice releases, with many consumers feeling that the government's actions have been too slow [6][8]. Group 4: Consumer Behavior - Increasingly, Japanese consumers are turning to imports from countries like South Korea, India, and Thailand, with reports of individuals bringing back rice during travels [4][5]. - The high rice prices are affecting consumer spending habits, leading to a more cautious approach to expenditures [11]. Group 5: Economic Impact - The rise in rice prices is contributing to overall inflation, with the core consumer price index rising by 3.2% in March, driven largely by food prices [11][12]. - Analysts suggest that the persistent inflation and rising food costs may complicate the Bank of Japan's monetary policy, potentially limiting future interest rate hikes [12].

Group 1: Food Security - China adheres to a national food security strategy focused on domestic production, ensuring capacity, moderate imports, and technological support, with a strict land protection policy [3] - In 2024, China's grain production is expected to exceed 1.4 trillion jin, with per capita grain availability at 500 kg, significantly above the international safety line of 400 kg [3] - The proportion of grain imports from the U.S. is low, primarily consisting of feed grains that have strong substitutability and ample international supply, ensuring domestic food supply remains unaffected [3][5] Group 2: Energy Security - China has established a multi-source energy supply system, maintaining an energy self-sufficiency rate above 80%, with stable annual crude oil production exceeding 200 million tons and continuous growth in natural gas production [4] - The share of U.S. energy imports in China's total energy consumption is minimal, and the country has diversified its energy import sources, ensuring that any reduction in U.S. imports does not impact domestic energy supply [5] - The government plans to continue implementing the national food security strategy and energy security strategy to ensure stable domestic supply and market stability [5] Group 3: Economic Resilience - Despite U.S. tariff increases affecting multiple economies, China's economy showed resilience with a 6.9% growth in exports in the first quarter and significant increases in domestic consumption during holidays [7] - The strong performance of Chinese products, such as smart panoramic cameras and domestic brands, indicates robust market demand both domestically and internationally [7] - The government expresses confidence in achieving its economic growth target of 5% for the year, emphasizing strategic focus and internal development [7]