红枣产业日报 2025-09-16 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 、观望后市。供需矛盾尚未得到有效缓解，市场仍处于动态平衡中寻求方向的状态。操作上，建议短期暂 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 且观望。 免责声明 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10805 | -60 主力合约持仓量:红枣(日,手) | 141091 | -11 | | | 期货前20名持仓:净买单量:红枣(日,手) | -331 ...

Group 1 - The core viewpoint of the news is that the "14th Five-Year Plan" emphasizes the importance of addressing agricultural and rural issues, with a focus on high-quality development and the implementation of supportive policies for agriculture [1][2] - The Ministry of Agriculture and Rural Affairs has introduced a series of strong policies aimed at benefiting farmers, which include increasing financial support for high-standard farmland construction from approximately 1,000 yuan per mu to over 2,000 yuan per mu [2] - The government aims to enhance rural infrastructure and public services, improve the quality and efficiency of agricultural production, and maintain the stability of farmers' rights and interests [2][3] Group 2 - Since the beginning of the "14th Five-Year Plan," fiscal spending on agriculture, forestry, and water affairs has reached 10.8 trillion yuan, with 2.7 trillion yuan spent last year [3] - Fixed asset investment in the primary industry has reached 5.47 trillion yuan, and the balance of agricultural loans has reached 53.19 trillion yuan [3] - More than 10% of the land transfer income has been allocated to agriculture and rural development, indicating a significant financial commitment to the sector [3]

Core Insights - The agricultural processing sector experienced a slight increase of 0.28% on September 16, with Andeli leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Sector Performance - Andeli (code: 605198) saw a significant rise of 8.12%, closing at 47.95 with a trading volume of 43,200 lots and a transaction value of 202 million yuan [1] - Other notable performers included *ST Jiawo (code: 300268) with a 1.71% increase, closing at 10.71, and Ersi Sili (code: 600191) with a 1.52% increase, closing at 8.66 [1] - The overall trading volume and transaction values for various companies in the agricultural processing sector were detailed, indicating active market participation [1] Capital Flow - The agricultural processing sector saw a net outflow of 220 million yuan from institutional investors, while retail investors contributed a net inflow of 204 million yuan [3] - Speculative funds recorded a net inflow of 15.96 million yuan, indicating varied investor sentiment within the sector [3]

央视网消息：农业农村部部长韩俊还表示，"十四五"以来，农业农村发展保持稳中有进、稳中向好的良好势头，农民收入水平 持续提升。 韩俊表示，我国脱贫攻坚伟大成就的成色更足，目前已累计识别帮扶超过600多万监测对象稳定消除返贫致贫风险，脱贫人口义 务教育、基本医疗、住房安全"三保障"和饮水安全保障水平持续提升，脱贫人口务工就业规模连续4年稳定在3000万人以上。农业现 代化取得重要进展，累计建成高标准农田超过10亿亩，农业科技进步贡献率达到63.2%，农作物耕种收综合机械化率超过75%，农作 物良种覆盖率超过96%。 农业农村部部长 韩俊：乡村产业蓬勃发展，2024年全国规模以上农产品加工业企业营收达到18万亿元，农村人居环境明显改 善，"十四五"期间农民收入保持较快增长，2024年农村居民人均可支配收入达到23119元，城乡居民收入的倍差是逐步缩小的。2024 年城乡居民收入比由2020年的2.56：1降到了2.34：1。 农业农村部部长 韩俊：我们的粮食产量迈上了新的台阶，2024年全国的粮食产量首次突破1.4万亿斤，比2020年增产了740亿 斤。现在人均粮食占有量已经达到了500公斤，做到了谷物基本自给、口 ...

Core Viewpoint - Guangdong's promotion of green and high-quality agricultural products is gaining significant attention, showcasing the province's commitment to agricultural quality and brand development [9][12][56]. Group 1: Event Overview - The 23rd China International Meat Industry Exhibition was held from September 15 to 17 in Xiamen, featuring a national agricultural product supply and demand matching event organized by the Ministry of Agriculture and Rural Affairs [2][3]. - Five Guangdong enterprises participated in the event, promoting "Yue" branded green and high-quality agricultural products, attracting numerous buyers for discussions [5][6]. Group 2: Agricultural Product Quality - Guangdong has focused on the "three products and one standard" strategy (green food, organic agricultural products, geographical indication products, and compliance certification) to promote high-quality agricultural development [9]. - As of August 31, 2025, the total number of certified green and high-quality agricultural products in Guangdong is expected to reach 1,532, including 799 green foods, 92 organic products, and 578 nationally recognized specialty products, with a product compliance rate consistently above 98% [10][11]. Group 3: Product Highlights - Guangdong's agricultural products are known for their "green, healthy, and authentic" characteristics, supported by a complete quality control system from planting to processing and sales [13][15]. - Notable products include dried longan and lychee from Guangdong Danchun Food Technology Co., which emphasize their 16 years of green certification and superior taste [16][18]. - Yingde City Yipin Tea Co. showcased its "Yingzhou Red Rhythm" series of black tea, highlighting the use of over 60-year-old tea trees and traditional farming methods to ensure high quality [20][22]. Group 4: Economic Impact - The New Year Chenpi, a geographical indication product, is projected to have an industry chain output value exceeding 26 billion yuan in 2024, creating 78,000 jobs and increasing per capita income by 26,000 yuan [40][41]. - Guangdong Yihao Food Co., a key agricultural enterprise, expects sales to exceed 3.5 billion yuan in 2024, with its pork products having double the fat content of ordinary pork, enhancing flavor [45][46]. Group 5: Market Response - Buyers expressed interest in Guangdong's unique agricultural products, emphasizing the importance of brand stories and cultural heritage that align with current consumer demands for "green, healthy, and traceable" products [52][53]. - The event served as a significant platform for agricultural exchange and cooperation between Guangdong and Fujian, reinforcing Guangdong's leading position in the green agricultural sector [54][56].

养殖产业链数据报告-豆粕、油脂 2025-06-23 0 20 40 60 80 100 120 万吨 2022 2023 2024 2025 0 10 20 30 40 50 60 70 80 90 万吨 2022 2023 2024 2025 豆粕:111家样本企业：表观消费量：中国（周） 压榨厂：豆粕:111家样本企业：库存：中国（周） 2025-06-23 本报告中的信息均来源于公开资料 我公司对这些信息的准确性和完整性不作任何保证 报告中的内容和意见仅供参考 并不构成对所述品种买卖的出价或征价 我公司及其雇员对使用本报告及其内容所引发的任何 直接或间接损失概不负责 本报告仅向特定客户传送 任何机构和个人均不得以任何形式翻版 须注明出处为冠通期货股份有 王 静，执业资格证号F0235424/Z0000771 联系方式：010-85356618 压榨厂：豆油：库存：中国（周） 棕榈油现货主力合约基差(元/吨） 2025-06-23 菜油现货主力合约基差(元/吨） 豆油现货主力合约基差(元/吨） 0 20 40 60 80 100 120 140 万吨 2022 2023 2024 2025 -1000 ...

Report Industry Investment Ratings No relevant information provided. Core Views Palm Oil - Malaysian crude palm oil futures may gradually rebound and return to 4,500 ringgit, and then start an upward trend. Domestic palm oil futures will remain range - bound in the short term and may follow the upward trend of Malaysian palm oil later, maintaining a view of near - term weakness and long - term strength [1]. Soybean Oil - Analysts expect the NOPA members' soybean oil inventory in August 2025 to decrease by 5.8% compared to July. Domestic soybean oil has both long and short factors, with supply being sufficient and consumption increasing, and the basis quote fluctuating narrowly [1]. Corn - Short - term market supply and demand are loose, the futures market is oscillating weakly; in the medium term, it will remain weak, and short - selling should be cautious [2]. Sugar - The international raw sugar price is expected to maintain a bottom - oscillating pattern. The domestic sugar market has spot pressure, and the futures market may stabilize around 5,500 in the short term, but the rebound space is limited, and a high - selling strategy is recommended [6]. Cotton - In the short term, domestic cotton prices may oscillate within a range, and after the new cotton is listed, prices will face pressure [7]. Eggs - Egg prices are expected to rise to the annual high, but the high inventory and cold - storage eggs may suppress the increase. After the traders' replenishment next week, demand may weaken, and local egg prices may decline slightly [9]. Meal - The domestic meal market has a weak demand pattern, but cost support is strong. It is expected that the 01 contract will operate in the 3,050 - 3,150 range [11]. Pigs - The spot price of pigs is currently weak, but the decline space is limited. Demand is slowly recovering, but whether it can absorb the supply is uncertain. The futures and spot prices are expected to continue to bottom - out [13][14]. Summary by Related Catalogs Oils and Fats Industry Price Changes - **Soybean Oil**: The spot price in Jiangsu remained unchanged at 8,610 yuan/ton; the futures price (Y2601) rose by 28 yuan to 8,076 yuan/ton, with a 0.72% increase; the basis (Y2601) decreased by 28 yuan to 534 yuan/ton, a 9.80% decline [1]. - **Palm Oil**: The spot price in Guangdong remained at 9,320 yuan/ton; the futures price (P2601) rose by 112 yuan to 9,174 yuan/ton, a 1.24% increase; the basis (P2601) decreased by 112 yuan to 146 yuan/ton, a 43.41% decline [1]. - **Rapeseed Oil**: The spot price in Jiangsu decreased by 100 yuan to 9,940 yuan/ton; the futures price (Ol601) rose by 15 yuan to 9,511 yuan/ton, a 0.16% increase; the basis (Ol601) decreased by 115 yuan to 429 yuan/ton, a 21.14% decline [1]. Spread Changes - The soybean oil inter - period spread (01 - 05) decreased by 4 yuan to 300 yuan/ton, a 1.32% decline; the palm oil inter - period spread (01 - 05) rose by 14 yuan to 248 yuan/ton, a 5.98% increase; the rapeseed oil inter - period spread (01 - 05) rose by 28 yuan to 380 yuan/ton, a 7.76% increase [1]. Corn Industry Price Changes - The futures price of corn 2511 decreased by 30 yuan to 2,167 yuan/ton, a 1.37% decline; the basis increased by 30 yuan to 143 yuan/ton, a 26.55% increase [2]. - The futures price of corn starch 2511 decreased by 31 yuan to 2,443 yuan/ton, a 1.25% decline; the basis increased by 31 yuan to 117 yuan/ton, a 36.05% increase [2]. Sugar Industry Price Changes - The futures price of sugar 2601 rose by 9 yuan to 5,520 yuan/ton, a 0.16% increase; the ICE raw sugar main contract rose by 0.15 cents to 15.96 cents/pound, a 0.95% increase [6]. Industry Data - The national sugar production and sales increased year - on - year, and the industrial inventory also increased. The sugar import volume increased by 160% [6]. Cotton Industry Price Changes - The futures price of cotton 2605 rose by 30 yuan to 13,850 yuan/ton, a 0.22% increase; the ICE U.S. cotton main contract rose by 0.06 cents to 66.82 cents/pound, a 0.09% increase [7]. Industry Data - Commercial and industrial inventories decreased month - on - month, while imports increased by 66.7%. The textile industry's inventory decreased year - on - year [7]. Egg Industry Price Changes - The futures price of the egg 11 - contract rose by 103 yuan to 3,143 yuan/500KG, a 3.39% increase; the egg producer price rose by 0.12 yuan to 3.66 yuan/jin, a 3.45% increase [9]. Industry Data - The egg - to - feed ratio rose by 0.07 to 2.50, a 2.88% increase; the breeding profit increased by 4.71 yuan to - 17.89 yuan/feather, a 20.84% increase [9]. Meal Industry Price Changes - The spot price of Jiangsu soybean meal decreased by 20 yuan to 3,030 yuan/ton, a 0.66% decline; the futures price (M2601) decreased by 37 yuan to 3,042 yuan/ton, a 1.20% decline [11]. - The spot price of Jiangsu rapeseed meal decreased by 50 yuan to 2,600 yuan/ton, a 1.89% decline; the futures price (RM2601) decreased by 27 yuan to 2,504 yuan/ton, a 1.07% decline [11]. Spread Changes - The oil - to - meal ratio of the main contract rose by 0.05 to 2.75, a 1.87% increase; the soybean - to - rapeseed meal spread in the spot market rose by 30 yuan to 430 yuan/ton, a 7.50% increase [11]. Pig Industry Price Changes - The futures price of the pig 2511 contract rose by 20 yuan to 13,275 yuan/ton, a 0.15% increase; the Henan spot price decreased by 150 yuan to 13,300 yuan/ton [13]. Industry Data - The sample slaughter volume decreased by 590 to 148,082; the self - breeding profit decreased by 35.8 yuan to 17 yuan/head, a 68.02% decline [13].

央视网消息：9月16日上午，国务院新闻办公室举行新闻发布会。农业农村部介绍，"十四五"时期，我国累计建成高标准农田超过 10亿亩，粮食产量迈上新台阶。与此同时，乡村产业蓬勃发展，农民收入保持较快增长。 "十四五"期间，乡村产业蓬勃发展，全国规模以上农产品加工业企业营业收入近18万亿元。农村人居环境明显改善。 农业现代化取得重要进展，累计建成高标准农田超过10亿亩，农业科技进步贡献率达到63.2%。农作物耕种收综合机械化率超过 75%，农作物良种覆盖率超过96%。 农业农村部部长韩俊介绍，大力培育新型农业经营主体，已经累计培育农民合作社超过200万家、家庭农场超过400万家。 "十四五"以来，我国农业农村发展保持稳中有进、稳中提质的好势头。粮食产量迈上新台阶，2024年首次突破1.4万亿斤，人均粮食 占有量达到500公斤。做到了谷物基本自给、口粮绝对安全。 与此同时，农民收入保持较快增长。2024年，农村居民人均可支配收入达到23119元。 ...

21世纪经济报道记者李莎 北京报道 9月16日，国新办举行高质量完成"十四五"规划系列主题新闻发布 会，介绍"十四五"时期农业农村发展成就。会上农业农村部部长韩俊表示，"十四五"时期，我国出台了 一系列强农惠农富农政策，并将这些政策概括为四个方面。 同时，韩俊再次表示，不允许城镇居民到农村购买农房、宅基地，严禁退休干部到农村占地建房。 发 第三聚焦提高质效，加快推动乡村产业振兴。实施促进农产品加工业发展三年行动，2024年，全国规模 以上农产品加工企业营收18万亿元左右，实施了一大批农业产业融合项目，"十四五"期间，支持各地建 设210个优势特色产业集群、250个现代农业产业园、1098个农业产业强镇项目，打造了一批专业村镇。 大力培育农业新产业新业态，农村电商、乡村旅游、休闲农业等新产业新业态蓬勃发展，去年全国休闲 农业营业收入9000亿元左右。加大政策力度，分行业培育龙头企业，全国县级以上农业龙头企业9.4万 家，其中国家级龙头企业2250家。 第四聚焦保持稳定，维护好农民合法权益。落实农村土地承包关系保持稳定并长久不变要求，坚持"大 稳定、小调整"，有序开展第二轮土地承包到期后再延长30年试点，先后在安 ...

Group 1 - The core achievement of China's agricultural development during the "14th Five-Year Plan" is the significant increase in grain production, reaching over 1.4 trillion jin in 2022, an increase of 74 billion jin from 2020, ensuring food security for the population [1] - The success of poverty alleviation efforts is highlighted, with over 6 million individuals identified and assisted to eliminate the risk of returning to poverty, maintaining a stable employment scale of over 30 million for the formerly impoverished population [1] - Important progress in agricultural modernization is noted, with over 1 billion mu of high-standard farmland established and a mechanization rate exceeding 75% for crop farming [1] Group 2 - The construction of livable and workable beautiful villages has seen new achievements, with the revenue of large-scale agricultural processing enterprises reaching approximately 1.8 trillion yuan, and the average coverage rate of sanitary toilets in rural areas reaching about 76% [2] - Farmers' income levels have continued to rise, with rural residents' per capita disposable income reaching 23,119 yuan, and the urban-rural income ratio decreasing from 2.56:1 in 2020 to 2.34:1 [2] - Rural development vitality is being revitalized through deepening rural reforms, with over 2 million farmer cooperatives and nearly 4 million family farms cultivated, alongside over 1.1 million operational service entities [2]