2026年中央一号文件2月3日发布，这也是"十五五"首个中央一号文件。 《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》提出，锚定农业农村现代 化，以推进乡村全面振兴为总抓手，以学习运用"千万工程"经验为引领，以改革创新为根本动力，提 高强农惠农富农政策效能，守牢国家粮食安全底线，持续巩固拓展脱贫攻坚成果，提升乡村产业发展水 平、乡村建设水平、乡村治理水平，努力把农业建成现代化大产业、使农村基本具备现代生活条件、让 农民生活更加富裕美好，为推进中国式现代化提供基础支撑。 这是党的十八大以来，第14个指导"三农"工作的中央一号文件。 中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见 （2026年1月3日） 农业农村现代化关系中国式现代化全局和成色。"十四五"时期，农业综合生产能力迈上新台阶，脱贫 攻坚成果巩固拓展，农民生活水平显著提高，乡村全面振兴取得明显进展。"十五五"时期是基本实现 社会主义现代化夯实基础、全面发力的关键时期，要加快补上农业农村领域突出短板，加快建设农业强 国。2026年是"十五五"开局之年，做好"三农"工作至关重要。要坚持以习近平新时代中国特色社会主 ...

Group 1 - The agricultural processing sector increased by 0.44% compared to the previous trading day, with *ST Jiawo leading the gains [1] - On the same day, the Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - The top-performing stocks in the agricultural processing sector included *ST Jiawo, which rose by 3.80% to a closing price of 12.55, and Yizhou Qilai, which increased by 1.96% to 13.51 [1] Group 2 - The agricultural processing sector experienced a net outflow of 53.02 million yuan from institutional investors, while retail investors saw a net inflow of 8.36 million yuan [2] - Notable stocks with significant net inflows from retail investors included Morning Biological, which had a net inflow of 16.14 million yuan, and *ST Jiawo, which saw a net inflow of 0.76 million yuan [3] - Conversely, Guangnong Sugar Industry faced a significant decline of 9.41%, closing at 6.64, with a trading volume of 466,500 shares [2]

索宝蛋白首次公开发行募集资金总额101,904.16万元，募集资金净额97,945.57万元。索宝蛋白最终募集 资金净额比原计划多42,487.31万元。索宝蛋白2023年12月8日发布的首次公开发行股票并在主板上市招 股说明书显示，公司拟募集资金55,458.26万元，用于3万吨大豆组织拉丝蛋白生产线建设项目、5000吨 大豆颗粒蛋白生产线建设项目、75T中温中压高效煤粉锅炉项目、补充流动资金。 索宝蛋白公开发行新股的发行费用合计3,958.59万元(不含税)，其中承销及保荐费用2,735.85万元。 2023年12月15日，索宝蛋白在上交所主板上市，发行股份数量为4,786.48万股，无老股转让，全部为公 开发行新股，发行价格为21.29元/股，保荐机构(主承销商)为东吴证券股份有限公司，保荐代表人为庞 家兴、祁俊伟；联席主承销商为南京证券（601990）股份有限公司。 中国经济网北京2月3日讯索宝蛋白（603231）(603231.SH)今日收报19.17元，跌幅1.03%，总市值36.70 亿元。目前该股股价处于破发状态。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 卓创资讯豆粕市场分析师王汝文 【导语】1月国内豆粕现货价格重心环比上移，较上月预判有所偏差，主要原因在于月内海关通关时间 延长影响部分企业大豆衔接不畅，叠加春节临近带动下游备货情绪升温，价格重心小幅抬升。卓创资讯 通过对市场驱动因素梳理发现，2月份国内现货价格或保持小涨趋势。 根据卓创资讯数据统计，1月43%蛋白豆粕月均价为3147元/吨，环比涨幅0.99%，同比涨幅6.54%。临近 春节各区域逐步启动备货，工厂提货数据表现较好，月内远期基差成交多次放量，现货价格整体走高。 1月全国大豆压榨企业平均开工负荷率环比小降，部分区域企业有停机计划。月内国内市场豆粕成交总 量及日均成交量均环比均明显提升，部分地区远期基差成交有所放量。根据卓创资讯统计，全国受访 122家重要油厂1月大豆压榨总量为857.22万吨，环比1月下滑45.38万吨。基差方面，截至1月30日，国内 豆粕现货基差为376元/吨，较1月4日360元/吨收窄16元/吨。 2026年2月价格驱动因素评价 国际市场：巴西收割加速，美豆期价承压，关注阿根廷天气。根据马托格罗索州农业经济研究所 ...

| 品种 | 核心观点 | 主要逻辑 | | --- | --- | --- | | | | 巴西正进入大豆收割初期阶段，预计产量将创历史新高。交易商预计，在近期美豆 | | 豆粕 | | 大量购买后，未来几个月巴西供应将受青睐。布宜诺斯艾利斯谷物交易所上周四表 | | ★ | 短线遇阻回落 | 示，阿根廷西部主要农业区近期降雨改善了土壤墒情，也进一步对美豆施压。国内 | | | | 豆粕昨日跟随美豆收跌。但现货基差方面维持平稳，或限制豆粕跌幅。后市关注阿 | | | | 根廷大豆地区 2 月降雨情况。 | | | | 沿海油厂菜籽库存处低位，进口菜粕库存持续下降，市场可售货源偏紧，菜粕价格 | | 菜粕 | 反弹高位回落 | 偏坚挺，基差走强。但首批澳籽进入压榨，且中加贸易暂无新变速，市场看多情绪 | | ★ | | 回落。叠加豆粕端下跌，昨日菜粕收跌。关注后续加籽采购进展情况，关注美加贸 | | | | 易进展。 | | 棕榈油 | | 有迹象表明美国和伊朗愿意举行会谈，原油大跌，叠加马棕榈油 1 月已公布的出口 | | ★ | 短线下跌 | 数据表现一般，马棕榈油收跌。昨日棕榈油跟随大幅收跌。关注 1 ...

Core Viewpoint - The establishment of the Shandong Yuanshang Agricultural Development Company’s agricultural logistics base in Jining is transforming the region into a significant hub for fresh produce, enhancing the agricultural supply chain and supporting rural revitalization efforts [1][2][3][4][7]. Group 1: Agricultural Logistics Base - The Yuanshang Agricultural Logistics Base covers an area of approximately 31,615 square meters and serves as a distribution center for vegetables, sourcing produce from various regions across China [3]. - The base features 400 stalls for merchants, providing both wholesale and retail opportunities, and has been operational for nearly a month, attracting numerous customers [3][4]. - The logistics base aims to reduce costs for consumers by facilitating direct supply from producers, thus enhancing the availability of fresh vegetables in Jining [4][5]. Group 2: Economic Impact and Merchant Support - The first phase of the agricultural processing and cold chain logistics project spans about 161,000 square meters and includes over 500 merchants dealing in fruits, frozen goods, and seafood [4][5]. - Merchants report significant business growth after relocating to the base, with some experiencing sales increases of 3 to 4 times compared to previous operations [5][6]. - The base offers a five-year rent exemption for merchants, fostering a supportive environment for business growth and benefiting local consumers with affordable produce [4][5]. Group 3: Future Prospects and Services - Once fully operational, the project is expected to accommodate over a thousand merchants, with an annual transaction volume exceeding one million tons and a transaction value of over 6 billion [7]. - The cold chain logistics section will have a storage capacity of 550,000 tons, enhancing the efficiency and reach of the logistics network in the region [7]. - The project will also provide comprehensive services including logistics, e-commerce, quality inspection, and financial services, contributing to agricultural efficiency and employment growth [6][7].

国贸期货研究院 农产品研究中心 黄向岚 投资咨询号: Z0021658 从业资格号:F03110419 投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 做据日报 2026/2/3 | 指标 | | 2月2日 | 涨跌 | | 豆粕主力合约基差(张家港) | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大连 | 450 | | 2500 | ==== 16/17 ===== 21/22 | ===== 17/18 == | == == | | ===== 19/20 - 24/25 | ===== 20/21 - 25/26 | | | 天津 | 410 | -3 -3 | 2000 1500 | | | | | | | | | | 340 | | 1000 | | | | | | | | | 日照 | | | | | | | | | | | 43%豆粕现货基差 | 张家港 | 350 | -23 | -500 | | | | | | | | (对主力合约) | | | | 11 ...

Group 1: Report Industry Investment Rating - The strategy is neutral [4] Group 2: Report's Core View - External environmental impacts are putting pressure on the prices of edible oils. The prices of the three major edible oils fluctuated and declined yesterday. Due to changes in the macro - environment, the overall commodity market trended downward, causing the prices of edible oils to face pressure and the market to weaken [1][3] Group 3: Market Analysis Futures - The closing price of the palm oil 2605 contract yesterday was 9014.00 yuan/ton, a decrease of 226 yuan or 2.45% compared to the previous period. The closing price of the soybean oil 2605 contract was 8092.00 yuan/ton, a decrease of 190.00 yuan or 2.29%. The closing price of the rapeseed oil 2605 contract was 9136.00 yuan/ton, a decrease of 244.00 yuan or 2.60% [1] Spot - In Guangdong, the spot price of palm oil was 8950.00 yuan/ton, a decrease of 220.00 yuan or 2.40%, with a spot basis of P05 - 64.00, an increase of 6.00 yuan. In Tianjin, the spot price of first - grade soybean oil was 8400.00 yuan/ton, a decrease of 110.00 yuan/ton or 1.29%, with a spot basis of Y05 + 308.00, an increase of 80.00 yuan. In Jiangsu, the spot price of fourth - grade rapeseed oil was 9910.00 yuan/ton, a decrease of 240.00 yuan or 2.36%, with a spot basis of OI05 + 774.00, an increase of 4.00 yuan [1] Group 4: Recent Market Information Summary Brazil's Agricultural Situation - As of last Thursday, Brazilian farmers had completed 10% of the 2025/26 soybean harvest area, a 5 - percentage - point increase from the previous week and higher than the 9% progress of the same period last year. The second - season corn sowing area in Brazil has reached 13% of the expected total area, higher than 9% in the same period last year, while the first - season corn harvest progress is 10%, lower than 14% in the same period last year. Attention should be paid to the weather in Rio Grande do Sul in February, and the late - maturing areas of Paraná, Santa Catarina, and Mato Grosso do Sul may also suffer losses [2] International Commodity Prices - The C&F price of Canadian rapeseed (March shipment) is 546 US dollars/ton, a decrease of 5 US dollars/ton from the previous trading day; the C&F price of Canadian rapeseed (May shipment) is 554 US dollars/ton, a decrease of 5 US dollars/ton. The C&F price of Argentine soybean oil (March shipment) is 1202 US dollars/ton, a decrease of 6 US dollars/ton; the C&F price of Argentine soybean oil (May shipment) is 1143 US dollars/ton, a decrease of 6 US dollars/ton. The C&F quotation of imported rapeseed oil: Canadian rapeseed oil (February shipment) is 1080 US dollars/ton, an increase of 40 US dollars/ton; Canadian rapeseed oil (April shipment) is 1060 US dollars/ton, an increase of 40 US dollars/ton [2] Group 5: Figures List - The report includes 30 figures related to the prices, production, inventory, and other aspects of palm oil, soybean oil, and rapeseed oil, such as the daily average price, futures closing price, basis, and monthly export volume [5]

市集现场，共设有40余个摊位，集中展销建德里叶白莲与莲子酒、龙游荷叶面与莲子面、兰溪传统 糕饼与坚果礼包等三地农特产品。文创区内，融合古村落元素与莲文化的特色产品，展现三地共通的文 化底蕴。莲产品专区则展示了从莲子、荷叶到深加工产品的全产业链成果，体现"浙硒莲盟"品牌的发展 活力。市民游客还可现场写春联、剪窗花、观看民俗表演，感受传统年节氛围。 年货节特别设立"人才服务专区"，同步启动"青·城纪·荷伙人计划"。"本届年货节不仅是购置特色年 货和感受浓厚年味的欢乐盛会，更是一次人才与家乡的'双向奔赴'。"大慈岩镇相关工作人员介绍，该 专区不仅提供本地就业岗位与创业政策咨询，搭建人才与企业对接桥梁，同时大慈岩镇还以最大诚意和 最优服务，邀请在外人士返乡发展，为三地共富注入专业力量。 从共享荷田到共建品牌，从打通公交到共治平安，从共办活动到共引人才——大慈岩、诸葛、横山 三地正以"莲"为媒，推动从"边界洼地"向"共富高地"转变。这场充满年味、共富味与人才味的荷风市 集，既是三地协作成果的集中展示，也是对未来发展的真诚邀约。 腊月已深，年味渐浓。近日，建德市大慈岩镇李村村一本堂文化广场上，"荷风市集杭金衢三地共 富年 ...

Group 1: Overall Market Analysis - The nomination of Kevin Warsh as the Federal Reserve Chairman triggered the "Warsh trade", leading to a rapid cooling of global risk appetite and a significant adjustment in commodities. The short - term market volatility contrasts with the long - term super - cycle main line, but the long - term support for the technology and non - ferrous metals main line remains solid [2] - The US ISM manufacturing index in January reached 52.6, the highest since February 2022, which made the US dollar index strengthen. The RMB exchange rate remained relatively resilient but the downward space of the US dollar against the RMB was narrowed [3] - The stock index continued to adjust, but the policy support limited the downward space. The bond market lacked upward momentum and was likely to continue to fluctuate [4][5][6] Group 2: Commodities Energy and Oil and Gas - Fuel oil was in a weak operation. The supply of high - sulfur fuel oil was gradually recovering, while the demand was weak, and the Iranian issue provided some support at the bottom [26] - Low - sulfur fuel oil had a low cracking spread. The supply was relatively abundant, the demand was stable, and the inventory decline provided a slight boost [27] - The asphalt price quickly fell back. The short - term price was expected to oscillate with limited upward and downward space [28][29] New Energy - For lithium carbonate, in the long - term, the demand from energy storage, new - energy vehicles still supported the price. Before the Spring Festival, it was recommended to reduce positions and pay attention to selling volatility strategies [10][11] - For industrial silicon and polysilicon, in the short - term, the demand was expected to increase due to the export - tax - rebate policy, and the price was likely to rise. Before the Spring Festival, it was recommended to reduce positions [11][12] Non - ferrous Metals - Copper prices fluctuated around important support levels after the release of market sentiment. It was recommended to conduct short - term range operations before the Spring Festival [13][16] - Aluminum prices got short - term support. In the long - term, the price was expected to rise, while alumina was expected to be weak in the long - term and casting aluminum alloy was recommended to pay attention to the price difference with aluminum [17] - Zinc prices were oversold during the day and adjusted at night. It was expected to maintain a wide - range shock [18] - Nickel and stainless - steel prices fell during the day and the decline slowed at night. It was necessary to pay attention to the macro - level situation and the news from Indonesia [18][19] - Tin prices showed a short - selling signal during the day and remained weak at night. It was recommended to enter the market with a light position [20][21] - Lead prices followed the sector. The cost of recycled lead provided support, and it was expected to oscillate in a range [21] Grains and Oils - Oilseeds oscillated and declined. The supply of imported soybeans in the first quarter might have a gap, and the domestic soybean meal and rapeseed meal prices were expected to oscillate [23] - Oils faced pressure. The short - term price was facing a test at the pressure level, waiting for new market drivers [24] Group 3: Chemicals - Pulp and offset paper futures prices continued to decline. The pulp market had many negative factors, and the supply - side reduction provided some support. It was recommended to wait and hold previous short positions [36][38] - LPG risk premium significantly retreated. The supply was neutral - low, the demand was weak, and it was necessary to pay attention to the situation of relevant talks [38][39] - PX - PTA's high processing fees were expected to be difficult to maintain. PX was in a tight supply - demand pattern in the first half of the year, and it was recommended to go long at low prices and shrink the processing fees on the disk [39][41] - MEG - bottle chips had difficulty finding upward drivers. It was necessary to pay attention to geopolitical risks, and the price was expected to oscillate widely with the macro - atmosphere [41][43] - Methanol prices fell. The trading logic was driven by the change of macro - sentiment, and it was recommended to wait for unilateral trading and do 3 - 5 reverse spreads and expand MTO profits [44][45] - PP and PE prices were affected by the macro - sentiment. PP's supply and demand decreased, and PE's supply increased while demand decreased. It was necessary to pay attention to the cost and macro - trends [45][46][48] - Pure benzene and styrene prices fell due to the retreat of geopolitical premium. Pure benzene's supply increased while demand decreased, and styrene's supply - demand pattern turned weak. It was recommended to wait and look for opportunities to go long on styrene after a callback [48][49] - Glass and soda ash prices were hovering at a low level. Soda ash had an oversupply expectation, and glass was in a situation of weak supply and demand, with no obvious trend [49][50][52] - Propylene prices were affected by cost and supply - demand. The cost decreased, but the short - term supply - demand provided some support, and it was necessary to pay attention to the change of fundamentals [52][53] Group 4: Black Metals - Rebar and hot - rolled coil prices had no driving force and oscillated in the bottom range. The supply was high, the demand was weak, and the price was supported by cost and policy [53][54] - Iron ore was a hedging variety. The supply was loose, the demand was expected to increase, and the price had limited downward space [54][55] - Coking coal and coke prices had relatively low valuations, but short - term driving forces had not appeared. The supply - demand structure was expected to improve during the Spring Festival, and the price might face downward pressure in the future [55][56][57] - Ferrosilicon and ferromanganese prices were supported at the bottom and pressured at the top. The supply was expected to be stable, the demand increment was limited, and the price was expected to oscillate in a range [57][58] Group 5: Agricultural and Soft Commodities - Hog prices stopped falling and stabilized, and it was recommended to sell call options [59][60] - Cotton prices were likely to rise due to the tight - balance expectation but were restricted by the internal - external price difference. It was recommended to go long on dips but not to chase the rise [61][62] - Sugar prices were dragged down by the decline of international raw sugar. The upward space was limited, and there was great pressure at the 60 - day moving average [62][63] - Egg prices opened low and went low. The spot price was expected to oscillate at a high level [64][65] - Apple prices saw the acceleration of pre - holiday stocking, and the spot price was loose. It was necessary to pay attention to whether the logic of the shortage of delivery products could return to the disk [65][66] - Red date prices were expected to oscillate at a low level in the short - term and be under pressure in the long - term. It was necessary to pay attention to the pre - holiday purchasing situation [66][67] - Log prices in Lanshan increased, and the four - port inventory slightly increased. The price was relatively balanced, with limited upward space and strong support below. It was recommended to continue holding the short - put strategy [68][69]