Group 1: Report Overview - The report is a peanut semi - annual research report dated June 27, 2025 [9][24][32] Group 2: International Peanut Situation - In 2024, among major peanut - producing countries, China accounted for 37% (1900 thousand tons), India 22% (1149 thousand tons), Nigeria 14% (710 thousand tons), the US 8% (430 thousand tons), and other countries had smaller shares [12] Group 3: Domestic Peanut Fundamentals Price Trends - There are price trend charts for Henan Zhengyang general - purpose peanuts, Shandong oil - type peanuts, peanut continuous contracts, and peanut continuous contract basis from 2021 - 2025 [15][18] Import and Export - There are cumulative import and export volume charts for Chinese peanut kernels, peanut oil from 2020 - 2025. In 2025, the import volume of peanut kernels in May was 67148 tons with a year - on - year decrease of 0.795343, and in April it was 53637 tons with a year - on - year decrease of 0.779907 [25][29] Peanut Oil Factory Indicators - There are charts for peanut oil factory peanut kernel inventory,开机率, peanut oil factory pressing volume, pressing profit, peanut oil and soybean oil price difference, peanut oil factory peanut oil price, peanut meal and soybean meal price difference, Shandong peanut meal price, and peanut oil factory peanut oil inventory from 2021 - 2025 [34][36][40][42][47] Planting Cost and Area - In 2025, the estimated total peanut planting costs per mu in Jilin, Shandong, Henan, and Liaoning Xingcheng were 1708 yuan, 1361 yuan, 1347 yuan, and 1901 yuan respectively. The national peanut planting area in 2025 was 4905 thousand hectares, showing an increase compared to previous years [50][52] Group 4: Future Outlook and Strategy Recommendation - The report has a section on future outlook and strategy recommendation, but specific content is not provided [53]

Core Viewpoint - The development of the "Yellow River·Rice Town Bay" brand in Jiyang District exemplifies the integration of agriculture, culture, and tourism, aiming for high-quality development and enhancing the city's image [1][2][6]. Group 1: Brand Development - Jiyang District is leveraging its unique cultural resources, such as Yellow River culture and farming culture, to enhance the "Yellow River·Rice Town Bay" brand, thereby increasing its recognition [2]. - The "Yellow River·Rice Town Bay" area features a 12-kilometer ecological corridor along the Yellow River, connecting three distinctive groups and creating seasonal experiences that promote rural revitalization [2][6]. - The district has successfully launched various tourism initiatives, including the "Taste the Seasons, Enjoy Jiyang" regional tourism brand, showcasing the integration of agriculture and tourism [2][3]. Group 2: Cultural Initiatives - Jiyang District emphasizes cultural development as the core of rural revitalization, launching educational tourism programs and establishing multiple research bases to attract students [4]. - Each village within the "Yellow River·Rice Town Bay" area has developed its own cultural identity, contributing to local tourism and economic growth [4][6]. - The district has implemented various cultural activities and projects to promote social values and community engagement, enhancing the overall cultural landscape [5]. Group 3: Economic Growth - The integration of agriculture, culture, and tourism has significantly boosted economic growth, with local industries experiencing substantial development and job creation [6][7]. - Jiyang District has organized numerous festivals and events, attracting over 1.2 million visitors and generating more than 500 million yuan in local consumption [6][7]. - The district's agricultural sector, particularly in specialty crops like Renfeng watermelon and Quti cucumber, has seen a production value exceeding 4 billion yuan, contributing to the overall economic vitality [7].

Core Insights - The USDA planting acreage report and quarterly inventory report are set to be released on July 1, with market expectations indicating a slight increase in soybean planting area [1] - There is speculation about whether the report will contain any surprises that exceed market expectations [1] Summary by Categories - **USDA Reports** - The upcoming USDA reports are highly anticipated, particularly the planting acreage and quarterly inventory data [1] - **Market Expectations** - Analysts predict a modest growth in soybean planting area, which could influence market dynamics [1] - **Potential Surprises** - There is a focus on the possibility of unexpected results in the reports that could impact market sentiment and trading strategies [1]

USDA干旱报告：美国大豆、玉米产区受干旱影响区域比例小幅缩小，对大豆、玉米价格影响如何？ 相关链接 期货热点追踪 ...

Group 1 - The introduction of gray jujube from Henan to Xinjiang has led to its emergence as the highest yielding jujube variety in China, with significant contributions to the local economy [1] - The launch of jujube futures by Zhengzhou Commodity Exchange in 2019 has facilitated price discovery and risk management, while also promoting quality improvement and industry transformation [1][2] - The lack of unified standards previously hindered the economic benefits of the jujube industry, but the futures market has helped establish clear product standards, enhancing market liquidity and efficiency [1][2] Group 2 - Zhengzhou Commodity Exchange has focused on practical market needs in developing jujube futures delivery standards, converting subjective descriptions into specific quantitative indicators to enhance industry efficiency [2] - The establishment of a unified national market is a significant decision by the central government aimed at promoting high-quality development, with Henan leveraging its local industry advantages to support this initiative [2][4] - The futures market has played a crucial role in standardizing the jujube industry, leading to improved quality and competitive pricing, which benefits both producers and traders [1][4] Group 3 - Henan is a leading province in peanut production, with over 500,000 acres dedicated to high oleic peanuts, supporting the development of peanut futures and contributing to industry upgrades [3] - The introduction of peanut futures has led to a unified quality standard and diverse pricing models, addressing market information asymmetries and promoting large-scale, standardized production [3][4] - Henan hosts the majority of standardized production bases for green food raw materials (peanuts) in China, enhancing the overall quality and safety of peanut products [3][4] Group 4 - "Henan standards" are becoming a benchmark for the national peanut market, with Zhengzhou Commodity Exchange actively supporting the establishment of unified standards across various agricultural sectors [4] - The integration of spot and futures markets in Henan is contributing to the establishment of a unified national market for agricultural products like peanuts and jujubes, promoting modernization and efficiency [4]

Report Industry Investment Rating There is no information provided in the report regarding the industry investment rating. Core Viewpoints - The pricing of new international rapeseed crops in the 2025/26 season is expected to be lower than that of the old crops in the 2024/25 season. - In China, the inventories of rapeseed oil and rapeseed meal are expected to decline in Q3 2025, and the supply is theoretically expected to improve in Q4. - It is recommended to focus on the long - short spread opportunities of rapeseed oil and rapeseed meal in Q3, and consider short - side allocation of rapeseed products in the oilseeds and oils sector in Q4 [2]. Summary by Directory 1. 2025 H1 Review of Rapeseed Meal and Rapeseed Oil Futures - Rapeseed meal: Its trend was basically consistent with that of soybean meal. Supply concerns made rapeseed meal futures stronger than soybean meal futures at certain stages. In H1 2025, it first rose due to factors like downstream pre - holiday stocking and supply concerns, and then fell due to the pressure of large soybean arrivals after April [6]. - Rapeseed oil: In the first stage (January - early March 2025), it was bearish due to expected sufficient supply. In the second stage (early March - June 2025), it became a bullish position in the three major oils due to supply tightening expectations [7][8]. 2. Analysis of Main Supply - Demand Contradictions of Rapeseed Products 2.1 Global Rapeseed: Production Expected to Recover, but Limited Increase in Effective Supply of Major Exporters and Unoptimistic International Trade Demand - The global production of rapeseed and sunflower seeds in the 2025/26 season is expected to increase significantly. However, the effective supply of rapeseed from major exporters may have a limited year - on - year increase. The international trade demand for rapeseed products is not optimistic due to factors such as the recovery of EU production, China's uncertain import policy for Canadian rapeseed products, and the uncertain US biodiesel policy [10][17]. 2.2 EU Rapeseed: Supply to Recover Significantly, Expected Reduction in Import Demand - The production of rapeseed and sunflower seeds in the EU in the 2025/26 season is expected to recover significantly. The increase in planting area offsets the impact of less - than - ideal yields. The EU's import demand for rapeseed is expected to decrease as local production recovers [18][20]. 2.3 Canadian Rapeseed: Awaiting Yield Determination, Unoptimistic Demand Outlook - The planting area and yield of Canadian rapeseed in the 2025/26 season are difficult to determine currently. The demand for Canadian rapeseed and rapeseed oil exports is expected to weaken due to China's policy changes, the EU's reduced import demand, and the uncertain US biodiesel policy [28][45]. 2.4 China's Rapeseed Meal and Rapeseed Oil Supply - Demand: High Uncertainty in H2 Supply, Expected Inventory Decline in Q3 - The supply of imported rapeseed in H2 2025 may be tight first and then loosen. The consumption of rapeseed oil is not expected to increase, and the inventory is expected to decline in Q3. The price and consumption of rapeseed meal are affected by soybean meal, and the inventory is also expected to decline in Q3 [46][52]. 3. Summary of Main Contradictions of Rapeseed and Strategy Outlook - International rapeseed products: In 6 - 8 months, prices may be supported. After new crops are listed, prices will face downward pressure due to supply - demand imbalances. - China's rapeseed products: The supply situation in H2 2025, especially Q4, is unclear. Inventories are expected to decline in Q3, and supply may increase in Q4, but it depends on Sino - Canadian relations and imports from non - Canadian regions. - It is recommended to focus on long - short spread opportunities in Q3 and short - side allocation opportunities in Q4 [54][56].

Core Viewpoint - Hebei Province's Shexian County is actively implementing an agricultural brand cultivation plan focused on regional specialty products, enhancing brand development through various practical measures to support rural revitalization [1][2] Group 1: Brand Development Initiatives - The Shexian Market Supervision Bureau collaborates with local agricultural, forestry, and supply departments to systematically identify and cultivate eight types of specialty agricultural products, including walnuts and pepper, as key geographical indication trademarks [1] - A clear roadmap for intellectual property-driven brand development has been established, aiming to strengthen agriculture through branding and geographical indications [1] Group 2: Intellectual Property Support - The bureau has launched a knowledge property specialist assistance initiative, providing one-on-one guidance from expert teams to help local producers document the historical and cultural significance of their products and prepare application materials [1] - Currently, Shexian has five registered geographical indication trademarks, with four additional products, including Shexian millet and sturgeon, in the application process [1] Group 3: Economic Impact - Fourteen local enterprises have obtained usage rights for geographical indication products, leading to significant economic benefits: Shexian walnuts generate a value of 400 million yuan, while traditional Chinese medicinal herbs like Chaihu and Lianqiao contribute over 360 million yuan annually [2] - The market presence of Shexian's geographical indication products has resulted in increased demand and sales, exemplified by the success of Shexian Lianqiao, which has seen a substantial rise in sales following trademark registration [1][2]

瑞达期货研究院 「2025.06.20」 玉米类市场周报 玉米现货涨势收窄 盘面维持高位震荡 研究员：许方莉 期货从业资格号F3073708 期货投资咨询从业证书号 Z0017638 取 更 多 资 讯 联系电话：0595-86778969 关 注 我 们 获 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 Ø 策略建议：短线交易为主。 3 Ø 玉米： Ø 行情回顾：本周玉米期货窄幅震荡。主力2509合约收盘价为2409元/吨，较前一周+5元/吨。 Ø 行情展望：美国农业部(USDA)在每周作物生长报告中公布称，截至2025年6月15日当周，美国玉 米优良率为72%，高于市场预期的71%，前一周为71%,上年同期为72%。美玉米优良率向好，且 中美原则上达成框架协议，贸易关系有所缓和，市场忧虑远期进口压力。国内方面，国内主产区 存粮不断减少支撑贸易商挺价惜售情绪强，加之托市收购稳价新麦购销升温，基层玉米上量持续 降低，企业库存不断消耗，收购价格继续偏强，但小麦替代效应以及进口玉米投放预期冲击，玉 米价格上涨势头有所放缓。 ...

Group 1 - The core activity involves a live streaming anniversary event organized by Beidahuang Agricultural Co., Ltd. and Hulin E-commerce Center to promote agricultural products and enhance consumer engagement [1] - The live stream showcased the growth of rice crops and the advantages of local agricultural resources, with hosts interacting with viewers and offering promotions [2] - The collaboration aims to deepen the integration of agriculture, culture, and tourism, attracting viewers to consider visiting the production site [2] Group 2 - The e-commerce hosts emphasized the importance of sharing high-quality agricultural products and providing a satisfying shopping experience for consumers [2] - The live streaming format serves as a platform for storytelling about the brand "Qingzhen," aiming to connect consumers with the agricultural process and the dedication of farmers [2]

农产品日报 | 2025-06-19 苹果库内货源不多，红枣到货减少 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2510合约7650元/吨，较前一日变动-2元/吨，幅度-0.03%。现货方面，山东栖霞80# 一二 级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP10+550，较前一日变动+2；陕西洛川70# 以上半 商品晚富士价格4.80元/斤，较前一日变动+0.00元/斤，现货基差AP10+1950，较前一日变动+2。 近期市场资讯，苹果市场库内交易不温不火，客商拿货积极性不高，产区新季苹果套袋工作陆续收尾。西部产区 客商货源找货热度不高，个别冷库货源出现水烂点等质量问题，持货商整体惜售情绪减弱；山东产区大果及好果 走货一般，客商寻货不积极。销区市场市场走货一般，消暑类水果存在一定冲击。陕西洛川产区目前库内70#起步 果农统货4.2-4.5元/斤，70#起步半商品4.5-5.0元/斤，以质论价。 山东栖霞产区果农三级2.5-3元/斤，果农80#以上 统货3-3.5元/斤，80#一二级条纹4.0-4.5元/斤，80#一二级片红3.8-4.0元/斤。 市场分析 昨日苹果期价收跌， ...