Group 1 - The USDA maintains Argentina's corn production forecast for the 2024/2025 season at 50 million tons, while the market expectation is 49.93 million tons [1] - The USDA also keeps Brazil's corn production forecast for the 2024/2025 season at 130 million tons, compared to the market expectation of 131.68 million tons [1]

Group 1 - The USDA maintains Argentina's soybean production forecast for the 2024/2025 season at 49 million tons, while market expectations are slightly higher at 49.04 million tons [1] - The USDA also keeps Brazil's soybean production forecast for the 2024/2025 season unchanged at 169 million tons, compared to market expectations of 169.27 million tons [1]

智通财经6月13日电，美国农业部称，将阿根廷2024/2025年度大豆产量预期维持4900万吨不变，市场预 期为4904万吨；将巴西2024/2025年度大豆产量预期维持1.69亿吨不变，市场预期为1.6927亿吨；将阿根 廷2024/2025年度玉米产量预期维持5000万吨不变，市场预期为4993万吨；将巴西2024/2025年度玉米产 量预期维持1.3亿吨不变，市场预期为1.3168亿吨。 美国农业部：将阿根廷2024/2025年度大豆产量预期维持4900万吨不变 ...

研究中心农产品团队 2025/6/12 大豆玉米产区-美国 全国产区过往60天实际累计降水量及温度 天气早报 大豆玉米产区-美国 全国产区预测降水量 大豆玉米产区-美国 全国产区预测温度 大豆玉米产区-巴西 全国产区过往60天实际累计降水量及温度 大豆玉米产区-巴西 全国产区预测降水量 大豆玉米产区-巴西 全国产区预测温度 大豆产区-巴西 Mato Grosso (26%) Parana (15%) Rio Grande do Sul (14%) Goias Mato Grosso do Sul (8%) (10%) 分产区过往60天 实际累计降水量 大豆产区-巴西 Mato Grosso (26%) Parana (15%) Rio Grande do Sul (14%) 分产区预测降水 Goias (10%) Mato Grosso do Sul (8%) 降水量 大豆产区-巴西 分产区过往60天 实际温度 Mato Grosso (26%) Parana (15%) Rio Grande do Sul (14%) Goias Mato Grosso do Sul (8%) (10%) 大豆产区-巴西 M ...

Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Core Views of the Report - The production of key global agricultural products in May 2025 shows different trends. The yields of US soybeans, corn, and cotton are expected to be optimistic, with single - yield estimates higher than USDA expectations. The rapeseed growth in Canada and Australia is slow, and the Australian single - yield is lower than USDA expectations. The climate in Southeast Asian palm oil producing areas is stable, and the production is expected to be positive. The impact of recent extreme weather is limited [3]. 3. Summary by Relevant Catalogs Global Key Agricultural Product Yield Estimation - **Yield Estimation Varieties, Time Window, and Method** - The monitoring period is May, covering key agricultural products such as US soybeans, corn, cotton, Canadian rapeseed, Australian rapeseed, and Southeast Asian palm oil. The time - cycle includes 20 years of current and historical data from 2005 - 2025. Data sources include satellite remote sensing, meteorological data, and field observations, with 24 key indicators. A self - built yield model is constructed using multi - spectral and hyperspectral remote sensing data, combined with meteorological and historical yield data [7][8][13]. - **Yield Estimation Results** - US soybeans are expected to have a single - yield of over 52 bushels per acre, corn about 180.2 bushels per acre, and cotton 980 kg per hectare, all higher than USDA expectations. The single - yield of Australian rapeseed is 1.63 tons per hectare, lower than USDA expectations [3][14]. Global Key Agricultural Product Growth Monitoring - **Malaysian and Indonesian Palm Oil Producing Areas** - In May 2025, the vegetation index, precipitation, and temperature in palm oil producing areas are within the historical reasonable range. The vegetation index in each producing area is better than or close to the historical average. Precipitation shows regional differentiation, and temperature shows the characteristics of "mild in the east and slightly hot in the west". Only the subsequent precipitation supplement in Sumatra and local waterlogging in Kalimantan need attention [17][20][26]. - **US Soybean and Corn Producing Areas** - In May 2025, there are no extreme climate factors in the US soybean and corn producing areas, but there are significant regional differences. The vegetation growth in the central - western main producing areas is slightly weak, the Great Lakes region needs to be vigilant against the risk of waterlogging and low - temperature superposition, and the western plain area may have yield differentiation due to insufficient precipitation and mild low - temperature. The overall production is expected to be good [27][28][35]. - **US Cotton Producing Areas** - In May 2025, the growth environment of US cotton producing areas shows significant regional differences. The vegetation index in the southeastern producing areas is prominent, and the precipitation is "more in the east and less in the west". The southeast needs to prevent waterlogging, and the risk in the western arid areas is controllable. The temperature conditions are generally suitable [36][37][42]. - **Canadian Rapeseed Producing Areas** - No detailed growth status information is provided in the given content. - **Australian Rapeseed Producing Areas** - The growth progress of rapeseed in Australia is slow, and the single - yield of 1.63 tons per hectare is lower than USDA expectations [3][14]. Recent Extreme Weather Impact Analysis - **Analysis of Extreme Precipitation Impact in South American Argentina** - The extreme precipitation in Argentina in May did not cause large - scale waterlogging [3]. - **Analysis of Cold Wave Impact in European Rapeseed Producing Areas** - The spring cold wave in Europe in 2025 is milder than that in 2024, and the growth of rapeseed in the main producing areas is not significantly affected [3]. - **Analysis of Historical and Future Weather in US Producing Areas** - The precipitation distribution in the US from April to June is uneven, with more in the east and less in the central - west. In the next month, the overall precipitation is sufficient, with more in the central - west and south, and drier in Iowa. The risk of waterlogging is still a focus this year [3].

Group 1 - Bolivia is experiencing a severe fuel shortage due to insufficient domestic energy reserves and limited fuel imports, significantly impacting agricultural harvests and sales [1][7] - In the economic center of Santa Cruz, fuel shortages have persisted for five weeks, affecting farmers' ability to operate machinery for harvesting crops like sunflowers and chia seeds [3][5] - The decline in natural gas exports has led to rising expenditures on imported fuel, with foreign exchange reserves only covering six weeks of import needs [7] Group 2 - Long queues at gas stations across Bolivia have resulted in protests, with demonstrators blocking key city access points, further exacerbating the fuel shortage and disrupting food and fuel transportation [7] - The agricultural sector is incurring significant losses due to road blockades caused by protests, with daily losses estimated at $610,000 (approximately 4.38 million RMB) [7] - Bolivia's inflation rate reached 5.9% in the first four months of 2025, with essential food items like onions and tomatoes seeing price increases of around 90%, severely affecting the purchasing power of low-income households [9]

农产品日报 | 2025-06-11 苹果套袋进入中后期，红枣长势较为正常 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7523元/吨，较前一日变动+37元/吨，幅度+0.49%。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+677，较前一日变动-37；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+2077，较前一日变动-37。 近期市场资讯，苹果市场整体成交清淡，产区新季苹果套袋工作继续，库内货源交易氛围一般，产地包装发货不 快，客商多自行发货为主。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，部分乡镇价格小幅松动。销区市场市场走货一般，天气转热，瓜 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 ...

Core Viewpoint - Alshan, a small city in Inner Mongolia, is becoming a popular tourist destination for foreign visitors, especially from Mongolia, due to its unique natural beauty and cultural offerings [6][9][10]. Tourism Development - Alshan's tourism industry has flourished, attracting international visitors, particularly from Mongolia, who seek a "healing" experience in this picturesque location [9][10]. - The city is known for its hot springs and therapeutic baths, which have gained popularity among Mongolian tourists, leading to an extended tourism season [11][12]. - The Alshan border crossing has seen an increase in visitor numbers, prompting an extension of its operational hours from seasonal to year-round [12]. Cultural Exchange - Alshan serves as a cultural melting pot where different ethnicities interact, with various cultural events and activities promoting cross-border exchanges [15][16]. - The city has hosted numerous cultural events, including art weeks and music festivals, enhancing its reputation as a hub for cultural interaction between China, Mongolia, and Russia [16][17]. Environmental and Ecological Initiatives - Alshan boasts a high forest coverage rate of over 80%, contributing to its reputation as a green city and a resource for ecological tourism [14][18]. - Collaborative efforts are underway between Alshan and Mongolia to create ecological corridors and promote afforestation, aligning with Mongolia's "Planting One Billion Trees" initiative [14][18]. Local Cuisine and Agriculture - The local delicacy "Liuke Baozi," made from a unique vegetable called "Buluke," has become a signature dish, reflecting the city's culinary heritage and promoting tourism [15][16]. - Alshan's agricultural products, particularly the "Alshan Buluke," have received national recognition, further enhancing the city's appeal to visitors [16].

Core Insights - The "New Farmers" initiative in Jiangsu is showcasing innovative agricultural practices and entrepreneurship through a series of live streaming events, promoting collaboration and knowledge sharing among farmers [1][2][3] - The program aims to enhance agricultural productivity and rural prosperity by leveraging technology and modern marketing strategies [2][3] Group 1: New Farmers Initiative - The Jiangsu Provincial Department of Agriculture and Rural Affairs has launched the "Cultivating 'New Farmers' Jiangsu in Action" series of live streaming events to promote innovative achievements and entrepreneurial experiences [1] - Successful stories from various regions, such as the transformation of farmers into industry leaders and the use of e-commerce to boost sales, highlight the impact of the "New Farmers" initiative [1][2] Group 2: Technological Integration - The introduction of IoT systems in crab farming has increased efficiency by 35%, demonstrating the benefits of integrating technology into traditional farming practices [2] - The initiative emphasizes the importance of modern marketing and brand development, as seen in the case of "Jianhu Rice," which achieved over 10 million yuan in annual sales [1][2] Group 3: Education and Training - Jiangsu is actively developing a talent pool for agriculture, with over 5,000 "New Farmers" being dynamically managed, and more than 51% holding a college degree [3] - Collaborative training programs with educational institutions have resulted in significant participation, with 207 young farmers engaged in vocational education [3] Group 4: Future Goals - The "New Farmers" initiative aims to cultivate 1,000 leading farmers and 10,000 supporting farmers by the end of 2027, establishing a well-structured and high-quality talent matrix [3]

2025/6/10 09:50 【国富期货早间看点】路透预计美⾖25/26 2.98 68% 20250610 【国富期货早间看点】路透预计美豆25/26年度期末库存为2.98亿蒲 美豆当周优良率为68%符合预期 20250610 2025年06月10日 07:34 上海 01 隔夜行情 | | 收盘价 | 上日流跌幅(%) | 隔夜流跌幅(%) | | --- | --- | --- | --- | | 马棕油08(BMD) | 3919.00 | 0. 20 | -0. 15 | | 布伦特08(ICE) | 67.13 | 0.72 | 0. 39 | | 美原油07(NYMEX) | 65. 38 | 0.94 | 0. 51 | | 美豆07(CBOT) | 1055. 75 | -0. 21 | 0. 02 | | 美豆箱07(CBOT) | 295. 20 | -0. 20 | 0. 24 | | 美豆油07(CBOT) | 47. 41 | -0. 04 | -0. 48 | | | 最新价 | 流跌幅(%) 十日漆跌幅 | | --- | --- | --- | | 美元指数 | 98.99 ...