Core Insights - The National Food and Strategic Reserves Administration emphasizes the importance of market-oriented grain procurement and policy-based storage to enhance service for farmers and maintain a good purchasing order [1][3] Group 1: Grain Production and Procurement - National grain production has stabilized above 1.3 trillion jin over the past five years, with a target of reaching 1.4 trillion jin in 2024, resulting in an increase of 25 kg per capita compared to the end of the 13th Five-Year Plan, reaching 500 kg, which exceeds the international food security line of 400 kg [1] - Market-oriented procurement has become the dominant method, accounting for over 90% of total procurement, effectively enhancing market circulation and vitality [1] Group 2: Autumn Grain Harvest - As of October 10, over 50% of the autumn grain harvest has been completed, with significant progress in various crops: nearly 60% of mid-season rice, over 50% of corn, and 55% of soybeans harvested [2] Group 3: Key Focus Areas for Autumn Grain Procurement - The administration will focus on four key areas: promoting market-oriented procurement, organizing policy-based storage, optimizing services for farmers, and maintaining a good purchasing order [3] - Specific measures include ensuring adequate personnel, storage, funding, and transportation for grain procurement, implementing minimum purchase price policies for mid and late rice, and enhancing service efficiency for farmers [3] Group 4: Legal and Quality Assurance in Grain Management - The legal framework for grain safety has been gradually improved over the past five years, providing a strong legal guarantee for grain management and storage [4] - The administration is committed to enhancing the quality safety of grain through improved management systems and standards, emphasizing the importance of a comprehensive regulatory mechanism for food safety [4]

Core Insights - The Chinese government has effectively ensured food security during the "14th Five-Year Plan" period, providing strong support for high-quality economic and social development [1] Group 1: Grain Production and Supply - National grain production has remained stable at over 1.3 trillion jin annually for the past five years, with a projected increase to 1.4 trillion jin in 2024, marking a significant milestone [3] - Per capita grain availability has increased by 25 kg compared to the end of the "13th Five-Year Plan," reaching 500 kg, which exceeds the internationally recognized safety line of 400 kg [3] - The capacity for grain storage has significantly improved, with the total capacity of standard grain warehouses exceeding 730 million tons, an increase of 58 million tons from the end of the "13th Five-Year Plan" [3] Group 2: Market and Government Collaboration - Market-oriented grain procurement has become predominant, accounting for over 90% of total grain purchases, enhancing market fluidity and vitality [4] - The government has implemented minimum purchase price policies for key grains like wheat and rice, effectively stabilizing expectations and safeguarding farmers' interests [4] - The autumn grain procurement process is underway, focusing on ensuring adequate resources, funding, and transportation to facilitate market participation [4][5] Group 3: Quality Assurance and Regulatory Measures - The safety of grain quality is crucial for public health, and the government has revised over 100 national standards and 50 industry standards to enhance food safety [6][7] - A comprehensive grain quality inspection and monitoring system has been established, improving the capacity for grain quality assurance and safety monitoring [7] - The government emphasizes the need for a collaborative regulatory mechanism to strengthen oversight across the entire food supply chain [7]

新华社权威速览 组数据看年年端稳的 "中国饭碗" 国新办10月14日举行"高质量完成'十四五' 规划"系列主题新闻发布会。国家粮食和物资储备 局有关负责人介绍"十四五"时期粮食流通改革发 展成效。 粮食市场供应充足、运行总体平稳 5年来,全国粮食年产量稳定在1.3万亿斤以上 2024年首次迈上1.4万亿斤新台阶 人均粮食占有量比"十三五"期末 增加25公斤,达到500公斤 做到了谷物基本自给、口粮绝对安全 年均粮食收购量在4亿吨以上 粮食流通保障能力大幅提升 · 全国粮食标准仓房完好 仓容超7.3亿吨 比"十三五"期末增加5800万吨 · 2024年全国粮食企业工业 总产值超过4万亿元 我国储粮技术总体处于世界较先进水平 已建成粮食储运等5个国家级 科技创新平台基地 26个部级粮食技术创新中心和重点实验室 以及百余个地方研发创新平台 启动实施绿色储粮技术集成应用示范 已建立30个技术应用示范点 将逐步增加到100个,覆盖7个储粮生态区 粮食行业高技能人才占技能劳动 者比例达到36.7% 我国粮食应急保障能力不断提升 ↑ 各级粮食应急加工企业由5448家增加到 6872家,增长26% ↑ 粮油应急日加工能力由1 ...

Core Insights - During the "14th Five-Year Plan" period, China's annual grain production is expected to stabilize above 1.3 trillion jin, reaching 1.4 trillion jin in 2024, with per capita grain availability increasing by 25 kg to 500 kg, surpassing the international safety line of 400 kg [1] - The National Development and Reform Commission reported that grain circulation reforms have progressed as expected, effectively ensuring national food security and supporting high-quality economic development [1] Group 1: Grain Production and Supply - Grain storage capacity has increased, with standard grain warehouses exceeding 730 million tons, up by 58 million tons from the end of the "13th Five-Year Plan" [2] - The total industrial output value of national grain enterprises is projected to exceed 4 trillion yuan in 2024, with accelerated technological innovation in the grain industry [2] Group 2: Regulatory and Legal Framework - The implementation of the Food Security Law marks a new phase in comprehensive legal governance and information-based regulation of grain circulation [3] - A digital regulatory system for grain reserves has been established, achieving full coverage of government reserve monitoring [3] Group 3: Grain Purchase and Market Dynamics - The average annual grain purchase volume is over 400 million tons, with market-oriented purchases accounting for over 90% of total purchases [4] - Key measures for the autumn grain purchase include enhancing market-oriented purchasing, organizing policy-based storage, and optimizing services for farmers [5]

央视网消息：10月14日上午，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。 国家发展改革委党组成员、国家粮食和储备局局长刘焕鑫介绍"十四五"时期粮食流通改革发展成效。 国家发展改革委党组成员、国家粮食和储备局局长刘焕鑫介绍，粮食市场供应充足、运行总体稳定。5 年来，全国粮食年产量稳定在1.3万亿斤以上，2024年首次迈上1.4万亿斤新台阶。人均粮食占有量比"十 三五"期末增加25公斤，达到500公斤，高于国际公认的人均400公斤粮食安全线，做到了谷物基本自 给、口粮绝对安全。把粮食收购摆在突出位置，多措并举畅通农民售粮渠道，持续优化为农为企服务， 年均粮食收购量在4亿吨以上。粮食库存充裕、市场平稳，中国人的饭碗端得更牢、更有成色。 ...

新华财经北京10月14日电 国家发展改革委党组成员、国家粮食和储备局局长刘焕鑫14日在国新办新闻 发布会上表示，5年来，全国粮食年产量稳定在1.3万亿斤以上，2024年首次迈上1.4万亿斤新台阶，人均 粮食占有量比"十三五"期末增加25公斤，达到500公斤，高于国际公认的人均400公斤粮食安全线，做到 了谷物基本自给、口粮绝对安全。我国把粮食收购摆在突出位置，多措并举畅通农民售粮渠道，持续优 化为农为企服务，年均粮食收购量在4亿吨以上。粮食库存充裕、市场平稳，中国人的饭碗端得更牢、 更有成色。 "从产业发展看，深入实施优质粮食工程，产业强、供给优，2024年全国粮食企业工业总产值超过4万亿 元。"刘焕鑫说，以中国粮食交易大会和区域性粮食经贸洽谈活动为载体，粮食产销衔接更加顺畅。粮 食产业技术创新加快推进，特色产业集群、知名品牌、优质产品竞相涌现，粮食这个传统产业焕发出了 新的生机和活力。从应急保障看，由粮食应急储运、加工企业和应急配送中心、供应网点构成的粮食应 急保障体系进一步健全，在应对重大突发事件中发挥了重要作用、经受住了现实考验。 他介绍，"十四五"期间我国管粮管储方式实现重大转变，粮食流通进入了全面依 ...

Core Points - During the "14th Five-Year Plan" period (2021-2025), China's average annual grain purchase volume is expected to exceed 400 million tons [1] - The national grain security has been effectively guaranteed, with stable market supply and overall smooth operation [1] - China's annual grain production has remained stable at over 1.3 trillion jin (approximately 650 million tons), with a projected increase to 1.4 trillion jin (approximately 700 million tons) in 2024 [1] - Per capita grain availability has increased by 25 kg compared to the end of the "13th Five-Year Plan," reaching 500 kg, surpassing the internationally recognized safety line of 400 kg [1] - The country has prioritized grain purchases, optimizing channels for farmers to sell grain and ensuring a stable market [1] Grain Purchase and Market Dynamics - Market-oriented purchases now account for over 90% of total grain purchases, enhancing circulation and market vitality [2] - The grain reserve system has been further improved, with enhanced management of grain purchasing and storage, significantly boosting grain circulation capabilities [2] - The management of grain storage has undergone major transformations, entering a new phase of comprehensive legal governance and information-based supervision [2] Global Contribution - China, with only 9% of the world's arable land and 6% of freshwater resources, supports nearly one-fifth of the global population, contributing significantly to global food security [2] - The country is deepening international cooperation in the agricultural sector, playing an important role in promoting global food development and maintaining food security [2]

（文章来源：新华社） 国家发展改革委党组成员、国家粮食和物资储备局局长刘焕鑫10月14日在国新办举行的"高质量完成'十 四五'规划"系列主题新闻发布会上介绍，"十四五"时期，我国由粮食应急储运、加工企业和应急配送中 心、供应网点构成的粮食应急保障体系进一步健全，在应对重大突发事件中发挥了重要作用。 ...

Report Summary 1. Core Views - China takes a solid step in extraterritorial jurisdiction, with the Ministry of Commerce announcing export controls on relevant rare earth items and technologies, and adding 14 foreign entities to the unreliable entity list. It also implements export controls on items like superhard materials, some rare earth equipment and raw materials, some medium and heavy rare earths, lithium batteries, and artificial graphite anode materials [2]. - Three departments including the Ministry of Industry and Information Technology adjust the technical requirements for new - energy vehicle purchase tax exemptions from 2026 - 2027. The pure - electric driving range of plug - in hybrid and extended - range passenger cars is adjusted from 43 kilometers to no less than 100 kilometers [2]. - The consumer market shows good growth during the National Day and Mid - Autumn Festival holidays this year. Domestic tourism spending reaches 809.006 billion yuan, an increase of 108.189 billion yuan compared to the 7 - day National Day holiday in 2024. The average daily sales revenue of consumption - related industries nationwide increases by 4.5% year - on - year, with commodity consumption and service consumption increasing by 3.9% and 7.6% respectively [2]. - With the continuous advancement of environmental protection production restrictions, most steel mills' sintering machine production restriction ratio increases from 30% to 40% - 50%. Some steel mills' existing iron ore inventories may not last until the end of the production restriction on the 20th. If transportation restrictions continue, raw material supply shortages may lead to blast furnace shutdowns or reduced production loads, and the blast furnace capacity utilization rate is expected to decline slightly in the next 1 - 2 weeks [3]. - The National Development and Reform Commission formulates the application and allocation rules for grain import tariff quotas in 2026. The total cotton import tariff quota in 2026 is 894,000 tons, with 33% being state - trading quotas. The total grain import tariff quotas are 963,600 tons for wheat (90% state - trading quotas) and 720,000 tons for corn (60% state - trading quotas) [3]. 2. Industry Investment Rating No industry investment rating information is provided in the report. 3. Other Summaries 3.1 Plate Performance - Key focus: Urea, coking coal, live pigs, Shanghai copper, and crude oil [4]. - Night - session performance: The report presents the night - session price changes and position - increasing ratios of commodity futures main contracts [4]. - Capital proportion of each commodity plate: Non - metallic building materials account for 2.61%, precious metals 31.86%, oilseeds 10.16%, soft commodities 2.55%, non - ferrous metals 20.98%, coal - coking - steel - ore 12.52%, energy 2.93%, chemicals 11.80%, grains 1.11%, and agricultural and sideline products 3.48% [5]. - Plate positions: The report shows the position changes of commodity futures plates in the past five days [6]. 3.2 Performance of Major Asset Classes | Category | Name | Daily Return (%) | Monthly Return (%) | Year - to - Date Return (%) | | --- | --- | --- | --- | --- | | Equity | Shanghai Composite Index | 1.32 | 1.32 | 17.37 | | | SSE 50 | 1.06 | 1.06 | 12.51 | | | CSI 300 | 1.48 | 1.48 | 19.68 | | | CSI 500 | 1.84 | 1.84 | 31.84 | | | S&P 500 | - 0.28 | 0.70 | | | | Hang Seng Index | - 0.29 | - 0.38 | 33.36 | | | German DAX | 0.06 | 3.06 | 23.62 | | | Nikkei 225 | 1.77 | 8.12 | 21.77 | | | FTSE 100 | - 0.41 | 1.70 | 16.35 | | | 10 - Year Treasury Bond Futures | 0.15 | 0.19 | - 0.81 | | Fixed - Income | 5 - Year Treasury Bond Futures | 0.07 | 0.09 | - 0.76 | | | 2 - Year Treasury Bond Futures | 0.02 | 0.02 | - 0.56 | | Commodity | CRB Commodity Index, WTI Crude Oil | - 0.92, - 1.68 | - 0.42, - 1.58 | 0.88, - 14.49 | | | London Spot Gold | - 1.60 | 3.06 | 51.51 | | | LME Copper | 1.01 | 4.67 | 22.72 | | | Wind Commodity Index | 2.92 | 2.92 | 33.88 | | Other | US Dollar Index | 0.56 | 1.62 | - 8.37 | | | CBOE Volatility Index | 0.00 | 0.12 | - 6.05 | [8]

相关报告：智研咨询发布的《2025-2031年中国粮食行业市场行情监测及投资前景分析报告》 根据国家统计局公布的数据，农产品（主要用于加工）类别下的稻米（粳稻米）2025年9月中旬市场价 格为4021元/吨，同比下滑0.62%，环比下滑0.26%，纵观近5年同时期其价格，2024年9月中旬达到最大 值，有4046元/吨。 2019-2025年9月中旬稻米（粳稻米）市场价格变动统计图 数据来源：国家统计局 ...