根据彭博社的消息，本周中国企业已经从巴西购买超过240万吨大豆，至少40艘货轮才能装完。知情人士称，最近巴西大豆价格有所回落，中国企业正是趁 这个时候出手"扫货"的。在巴西，中国企业很受欢迎，接下来，预计还有更多的大豆订单落到中国手里。 就在3月5日，中国刚宣布了对美国大豆、高粱、乳制品等增收25%的关税，而后随着美国不断提高对华征收关税的税率，中国给予反制，最终税率达到 125%，这意味着美国大豆已经没有进入中国市场的希望了。 这对美国农民来说是个绝望的消息，美国大豆协会主席凯莱布·拉格兰表示：美国发动的贸易战，让美国豆农面临绝境，特朗普总统害惨了我们。 大豆虽然不是三大主粮之一，但它对粮食安全的作用却非常大。大豆在中国的主要用途有四大类，第一是饲料需求，大豆的豆粕是支撑中国生猪、家禽和水 产养殖的关键饲料。因为中国的生猪存栏量占全球50%以上，所以大豆的需求量最高。 第二是食用油需求，在国内的植物油市场上，大豆油占40%以上。中国是人口大国，又是烹饪大国，所以在全球范围内，中国对大豆油的需求量也最高。 第三是食品加工，例如做豆腐、豆芽等豆制品，以及做酱油等调味料。 第四是工业用途，比如做生物柴油。 其中， ...

在日前举行的中国农业农村低碳发展报告发布会暨第十八届农业环境学术研讨会上，中国农业科学 院农业环境与可持续发展研究所所长赵立欣介绍，我国首个农产品碳足迹因子基准数据库启动建设3年 来，已完成小麦、玉米、水稻、苹果、柑橘、花生、蔬菜、甘蔗等农产品的碳足迹因子数据集构建，绘 制了农产品碳足迹因子空间特征图谱，形成了基于省级行政区的农产品碳足迹排放基准。 据悉，数据库覆盖三大主粮、大宗经济作物等八大品类农产品，包含29个省级行政区3.8万条数 据。"历经3年攻关，数据库已能精准解析农产品碳足迹在时间序列和省级尺度上的变化特征。"赵立欣 说。 赵立欣介绍，数据库的搭建严格遵循联合国政府间气候变化专门委员会清单指南方法和全生命周期 碳足迹核算框架，创造性构建起"种植—加工—包装"全生命周期三级核算体系，整合肥料施用、农药使 用、地膜覆盖、灌溉能耗及机械耕作五大关键排放源，进行精准计量。同时，数据库确定以"单位质量 农产品碳足迹"为功能单位，划定"从摇篮到出厂门"的系统边界，设定1%取舍准则，建立了标准化的核 算流程。 数据库项目组代表、中国农业科学院农业环境与可持续发展研究所智慧气象团队首席科学家马欣 说，预计到202 ...

Core Insights - The escalating trade tensions between the US and China have created significant opportunities for Australian farmers and fund managers, particularly in the agricultural sector [1][3] - Warakirri Asset Management's Steve Jarrott has made substantial investments in high-value agricultural assets, including wine, citrus, berries, and nuts, capitalizing on the increased demand for Australian products in China [3][4] Agricultural Sector Performance - Almonds have emerged as a major winner, with prices soaring to over AUD 12 per kilogram, the highest in a decade, due to punitive tariffs imposed by China on US almonds [4][6] - Australian almond exports reached AUD 762 million last season, a significant increase from AUD 570 million the previous year, highlighting the growing market position for Australian almonds [4] - The demand for citrus and berries is also rising, with Australian exports of oranges and blueberries showing strong growth, particularly blueberries which saw a 63% year-on-year increase [6] Investment Strategy - Warakirri's investment strategy prioritizes almonds, citrus, and berries as top investment categories, reflecting the changing dynamics in global agricultural markets [6][8] - The fund has made strategic acquisitions, including a AUD 15 million purchase of a 160-hectare citrus orchard and leasing a 59-hectare berry farm to Costa Group [8] - The fund's annualized net return is currently 5.91%, with a three-year annualized return of 5.78%, indicating stable performance in agricultural REIT investments [8] Market Trends - The rise of the Chinese middle class is driving demand for high-protein and high-value food products, benefiting Australian agricultural exports [5][8] - Australian agricultural products are perceived as clean, green, and high-quality, allowing for premium pricing in international markets [5][7] - Customization in production, such as producing visually appealing fruits for gifting, is crucial for meeting the preferences of Chinese consumers [7] Fund Composition - The fund's asset allocation includes 34% in wine, 19% in nuts, 18% in fruits, 16% in vegetables, and 13% in agricultural infrastructure, showcasing a diversified investment approach [11]

农产品早报 研究中心农产品团队 2025/05/30 | 玉米/淀粉 | | | | 玉米 | | | | | | 淀粉 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 长春 | 锦州 | 潍坊 | 蛇口 | 基差 | 贸易利润 | 进口盈亏 | 黑龙江 | 潍坊 | 基差 | 加工利润 | | 2025/05/23 | 2180 | 2270 | 2370 | 2390 | -57 | -15 | 263 | 2800 | 2950 | 132 | -111 | | 2025/05/26 | - | 2270 | 2380 | 2390 | -48 | -15 | 258 | 2800 | 2950 | 142 | -111 | | 2025/05/27 | - | 2270 | 2370 | 2390 | -54 | -15 | 256 | 2800 | 2950 | 143 | -113 | | 2025/05/28 | - | 2270 | 2380 | 2410 | -55 | ...

Core Viewpoint - The article highlights the growing cultivation of zongzi leaves in Yaship Village, Hainan, which has become a significant source of income for local farmers, particularly in the lead-up to the Dragon Boat Festival [2]. Group 1: Industry Development - The cultivation of zongzi leaves has expanded from a few acres to nearly 1,000 acres in Yaship Village, indicating a significant growth in the industry [2]. - The village produces approximately 6 million zongzi leaves annually, which are in high demand from local zongzi manufacturers and neighboring cities [2]. Group 2: Economic Impact - Each acre of zongzi leaves can generate an income of 2,500 to 4,000 yuan per year for farmers, contributing positively to the local economy [2]. - The initiative has been supported by local policies, encouraging more villagers to participate in zongzi leaf cultivation [2].

Group 1 - The core viewpoint is that Shou Nong Food Group is actively promoting the transformation and upgrading of traditional agriculture, aiming to build a complete agricultural industry chain and advantageous industrial clusters [1][3] - Shou Nong's Xijiao Farm covers an area of 1,040 acres, featuring over 5,000 cherry trees and modern greenhouses with a total greenhouse area of 600 acres, producing over 100 types of vegetables and fruits [1] - The farm has successfully achieved green food A-level certification for over 30 products, including more than 10 varieties of "south fruits grown in the north" [1] Group 2 - The Cuihu Smart Agriculture Innovation Factory is a key research demonstration base for promoting agricultural modernization in China, covering 878 acres and housing the largest vegetable production greenhouse in the Beijing-Tianjin-Hebei region [3] - The smart greenhouse has achieved over 80% localization in materials and main framework, reducing construction costs by 30% [3] - Shou Nong also owns Yuno Quality Agricultural Products Planting Company, which has 1,427.5 acres of self-owned bases and over 6,000 acres of cooperative bases, supplying raw materials to factories in Beijing and other provinces [3]

截至5月28日收盘，大豆概念下跌1.56%，位居概念板块跌幅榜前列，板块内，先达股份、荃银高科、 新安股份等跌幅居前，股价上涨的有2只，涨幅居前的有苏垦农发、瑞茂通等，分别上涨0.51%、 0.23%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 医疗废物处理 | 2.66 | 环氧丙烷 | -1.90 | | 可燃冰 | 2.50 | 转基因 | -1.75 | | 乳业 | 2.02 | 兵装重组概念 | -1.73 | | 可控核聚变 | 1.88 | 光刻胶 | -1.60 | | 毛发医疗 | 1.41 | 大豆 | -1.56 | | 垃圾分类 | 1.39 | 成飞概念 | -1.55 | | 啤酒概念 | 1.14 | 氟化工概念 | -1.52 | | 海工装备 | 1.12 | CRO概念 | -1.50 | | 页岩气 | 0.98 | 细胞免疫治疗 | -1.45 | | 黄金概念 | 0.95 | POE胶膜 | -1.44 | （文章来源：证券时报网） 资金面上看，今日大豆概念 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the global soybean market, focusing on the impact of U.S.-China trade relations and the dynamics of soybean production and consumption in major producing countries like the U.S., Brazil, and Argentina [1][2][3][4][16]. Core Insights and Arguments - **Global Soybean Production**: The global soybean production is expected to reach 427 million tons in the 2025/26 season, with Brazil contributing the majority of the increase, reaching 175 million tons, accounting for 41% of global production [4][16]. - **U.S. Soybean Market**: The U.S. soybean planting area is projected to decrease by 4% to 84.5 million acres, but yield estimates are higher, leading to a slight decline in production by 0.6% [4][5]. - **Export Challenges**: U.S. soybean exports are facing challenges due to trade tensions, with a projected decline of 1.9% for the 2025-2026 season. If China and the EU shift to Brazilian soybeans, U.S. soybeans may struggle to find buyers [8][19]. - **Chinese Import Trends**: China has significantly increased its reliance on Brazilian soybeans, with Brazil accounting for 70% of imports in 2024, up from 45% in 2017, while U.S. imports have decreased to 22.8% [9][10]. - **Domestic Demand and Pricing**: The USDA forecasts a 16% decrease in carryover stocks, which is expected to drive U.S. soybean prices up, despite a slight downward adjustment in export forecasts [5][6]. Additional Important Insights - **Impact of Trade Policies**: The ongoing trade war has led to significant changes in the soybean market, with the U.S. imposing tariffs that have affected export dynamics. The potential for further tariffs on European imports remains a concern [2][19]. - **Domestic Soybean Production**: China's domestic non-GMO soybean production has increased but is facing growth limitations. The reliance on traditional planting methods is seen as a bottleneck, necessitating the adoption of GMO technology for further increases [12][14][13]. - **Future Market Trends**: The global soybean market is expected to see increased trade flows, particularly in soybean meal, driven by demand from major producing countries. However, the overall growth in global feed demand is anticipated to be limited, leading to excess supply pressures [20][21][17]. - **Plant Oil Market Dynamics**: The plant oil market is showing potential for growth, with a focus on the relationship between oil prices and soybean production costs. The market for plant oils is expected to outperform the soybean market in terms of resilience [24][25]. Conclusion - The global soybean market is undergoing significant changes due to trade tensions, shifts in import dependencies, and production dynamics. The U.S. faces challenges in maintaining its export levels, while Brazil continues to strengthen its position as a leading supplier. Future market trends will be influenced by various factors, including trade policies, weather conditions, and international oil prices.

Core Viewpoint - The article highlights the collaboration between agricultural research institutions and local farmers in Nanchang, focusing on the development and commercialization of asparagus through innovative agricultural practices and technology [2][4][5]. Group 1: Agricultural Innovation - The "Dream Flying Farm" asparagus base serves as a large experimental lab for testing smart agricultural machinery, significantly increasing operational efficiency [4]. - The introduction of various robotic technologies, such as intelligent tilling and fertilizing machines, has tripled the efficiency of single-shed operations [4]. - The collaboration has led to the development of new asparagus products, including asparagus tea, powder, noodles, wine, and fruit cakes, laying the groundwork for future industry expansion [7]. Group 2: Educational Collaboration - The partnership with universities and research institutions is crucial for the future of rural agriculture, emphasizing the importance of youth and scientific research [5]. - The establishment of a live-streaming team in collaboration with Jiangxi Transportation Vocational College has provided a platform for students to engage in social practice and entrepreneurship [11]. - The "Hundred Schools Link Hundred Counties to Prosper Thousand Villages" initiative by Nanchang University has integrated educational resources into rural development, enhancing local economic vitality [13]. Group 3: Market Challenges and Solutions - The asparagus market faces challenges such as short shelf life and high transportation requirements, making e-commerce and live streaming effective solutions for sales [11]. - The base has transformed into a significant agricultural and tourism brand, attracting increasing numbers of visitors and research teams [13]. Group 4: Community and Economic Development - The integration of research, innovation, and local government support has created a new productive force for rural revitalization and agricultural development [15]. - The collaboration fosters a vibrant ecosystem where academic research and practical farming experience contribute to sustainable agricultural practices [15].

Group 1 - Baoxing County is focusing on ecological priority and green development, transforming its economy and enhancing the quality of life for its residents [2][4] - The county has established over 130,000 acres of ecological farms, forests, and pastures, achieving an agricultural output value of 1.13 billion yuan [4][6] - Baoxing's agricultural sector is thriving, with the area under loquat cultivation reaching over 13,000 acres and an annual production of 2,100 tons, benefiting over 1,300 households [3][4] Group 2 - The tourism sector in Baoxing is experiencing significant growth, with 4.2 million visitors expected in 2024 and a projected tourism revenue of 3.7 billion yuan [4][5] - During the recent May Day holiday, Baoxing County received over 270,000 visitors, a 50.17% increase year-on-year, generating ticket revenue of 3.2 million yuan [5] - The county is enhancing its tourism offerings with various cultural activities and new experiences, such as RV camping and live performances [5] Group 3 - Baoxing County is actively pursuing industrial development, with the Ya'an Economic Development Zone achieving a comprehensive output value of 15 billion yuan in 2024 [7] - The county is focusing on green transformation and has initiated multiple projects, including a high-precision aluminum plate production facility [7][8] - Baoxing aims for a GDP growth of 6.5% in 2024, aligning local budget revenues and per capita disposable income with economic growth [8]