作为世界上最大的大豆进口国，中国每年需要从国外采购大量大豆以满足国内需求，过去多年来美国一直是我国最大的大豆来源国，但近年却发生了显著的 变化。 巴西凭借着自身的优势，彻底取代美国大豆在中国市场的地位，去年中国70%的大豆都是源于巴西。这一转变背后究竟隐藏着怎样的原因？ 在全球市场上，价格永远是王道，西大豆之所以能抢占中国市场，首要原因就是其无与伦比的价格优势，巴西大豆报价比美国同类产品便宜不少，这种价差 直接影响了买家的采购决策。 贸易政策的影响同样不可忽视，中美贸易争端期间，美国大豆被征收高额关税，而巴西大豆一直享受零关税待遇，虽然近期关税有所调整，但价格差距依然 明显，中国买家自然更青睐性价比更高的巴西货源。 而且巴西政府还持续加码农业补贴，几千亿的农业补贴砸下去，农民买农机、搞有机种植都有钱拿，这波操作直接把生产成本打了下来，让巴西大豆在国际 市场上杀疯了。 这种稳定的扶持政策与美国的补贴不确定性形成鲜明对比，进一步巩固了巴西大豆的市场优势地位。 如果说价格是敲门砖，那么产量和品质就是巴西大豆站稳脚跟的硬实力，2023年，巴西大豆总产量冲到1.55亿吨，直接拿下全球37%的份额，超越美国成为 世界第一 ...

Core Viewpoint - The introduction of clean energy electric curing houses in Jingxi City is transforming the tobacco farming industry, enhancing efficiency, reducing environmental impact, and improving the quality of tobacco leaves. Group 1: Technological Advancements - The new electric curing houses utilize clean energy, allowing farmers to control temperature and humidity through mobile applications, significantly reducing labor intensity and improving working conditions [1][3] - The implementation of IoT technology in curing houses enables real-time data monitoring and management, allowing farmers to efficiently oversee multiple curing houses simultaneously [3][4] Group 2: Economic Impact - The average income per mu of tobacco leaves has increased from over 3,000 yuan to over 4,000 yuan due to the improved quality and efficiency of the curing process [2] - The operational cost of each curing house has decreased from 1,300 yuan to 700 yuan, while the efficiency of the curing process has improved by nearly 50% [2] Group 3: Environmental Benefits - The transition to electric curing houses has resulted in zero carbon emissions during the curing process, contributing to a greener production model [1][2] - The adoption of renewable energy sources in the tobacco curing process aligns with the broader goal of achieving high-quality, sustainable development in the agricultural sector [4]

Core Insights - South Korea is experiencing a heatwave, leading to significant price increases in various agricultural products, including watermelon, cabbage, and radishes [1] Price Trends - The average retail price of watermelon reached 29,115 KRW (approximately 151 CNY) as of July 11, marking a 22.5% increase from the previous week, a 36.5% increase year-on-year, and a 38.5% increase compared to the average over the past five years [1] - The average retail price of cabbage is now 4,309 KRW (approximately 22.4 CNY), which is a 27.4% increase from the previous week [1] Market Expectations - Retail industry experts anticipate further increases in watermelon prices due to heightened demand driven by the ongoing heat and slow growth caused by insufficient sunlight in June [1]

今日，第七届中国粮食交易大会朝阳分会暨朝阳市杂粮产业高质量发展创新大会开幕，此前获悉： 朝阳粮食播种面积稳定在670万亩以上，总产量连续4年突破60亿斤大关。引人注目的是，朝阳市杂粮产 业实现了高质量发展，2024年种植面积达137.5万亩，占全省的79%；总产量8.9亿斤，占全省的 80.76%，两项指标均居全省首位。 近年来，朝阳市委、市政府坚决贯彻党中央决策部署，坚决扛牢维护国家粮食安全重要使命，锚定 省委打造新时代"六地"目标，深入贯彻落实国家粮食安全战略，着力建设高品质绿色农产品供应地。朝 阳不仅有5个县（市）是国家产粮大县，同时，作为辽宁省杂粮主产区，这里已成为全国重要的杂粮生 产基地和集散地。 今日朝阳，正在探索"从一粒种子到一碗好粮"的新实践，从杂粮"产量大市"向"产业强市""品牌名 市"华丽蝶变。何以实现如此跨越？朝阳市发展改革委主任马玉民从两个维度进行了深度解读。 这里拥有天赋地造的"黄金坐标"。朝阳位于北纬41°，是世界范围内杂粮生产的黄金纬度带。这里 年均日照长达2700小时，昼夜温差年平均14℃，这种独特的光热条件非常有利于谷物干物质和芳香物质 的积累。国土面积近2万平方公里，占辽宁 ...

走进北大荒（600598）集团建三江分公司七星农场有限公司，嫩绿的水稻秧苗在阳光雨露的滋养下茁壮 成长，一派生机盎然。种植户张景会正在通过农田管理手机App查看自家水稻叶龄长势。"今年我们将 叶龄智能监测点增加至220个，可靠的电力服务让我们发展智慧农业更有底气！"七星农场有限公司农业 生产部总经理石岩说。 新农人在稻田间穿梭耕耘，还有一群电力人也在为现代化农业保驾护航。今年春耕，国网黑龙江电力切 实履行电网企业职责，强化供电保障能力，延伸便民优质服务，全力做好春耕生产各项供电保障工作， 助力全年粮食稳产增收。 "大家看，电线接头必须用防水胶布缠三层，就像给电线穿雨衣！"近日，国网伊春铁力供电公司年丰供 电所员工王一阁和同事来到黑龙江省铁力市年丰乡爱国村党支部开展"田间课堂"安全用电宣讲活动，现 场演示漏电保护器使用方法，讲解电力设备防潮操作注意事项，手把手指导农户规范操作抽水设备。此 次宣讲累计覆盖农户60余人次，现场帮助农户解决实际用电问题10余项。 近年来，黑龙江加快发展现代化大农业，加速推动农产品精深加工上下游企业集聚，着力培育壮大产业 集群。国网黑龙江电力根据各地产业发展用电需求，有针对性地改造升级 ...

Core Viewpoint - The significant price increase of lemons in China is attributed to various factors including climate conditions, supply chain vulnerabilities, and global market dynamics [4][10][22]. Group 1: Price Trends - The price of yellow lemons has surged dramatically, with retail prices reaching 10 to 15 yuan per pound, and premium A-grade lemons priced at 29.9 yuan per pound [4][12]. - Compared to last year, the price of lemons has increased threefold, with wholesale prices rising from 9.5 yuan per kilogram at the beginning of the year to 14.02 yuan per kilogram by the end of June [7][10][20]. Group 2: Supply Chain and Production Issues - The primary production area for lemons in China is concentrated in regions south of the Yangtze River, particularly in Sichuan's Anyue County, which accounts for over 70% of the national lemon output [13][15]. - Extreme weather conditions, including high temperatures and drought, have significantly impacted lemon production, leading to a 40% decrease in yield compared to last year [15][21]. - Global lemon supply has also been affected, with major producing countries like Turkey and Argentina facing adverse weather, resulting in a projected 6% reduction in global lemon production by 2025 [20]. Group 3: Impact on Beverage Industry - The rising cost of lemons raises concerns about potential price increases for lemon-based beverages, which are crucial for many tea brands [5][24]. - Major tea brands like Mixue Ice City have established stable supply chains to mitigate the impact of rising lemon prices, securing a significant portion of their lemon supply from local producers [27][30]. - Many tea brands are currently using lower-cost alternatives like Guangdong fragrant lemons, which are priced at 1 to 2 yuan per pound, to maintain competitive pricing [29][30].

Price Trends - Recent consumer observations indicate a significant drop in prices for previously expensive fruits, such as blueberries, lychees, and cherries [1] - In Guangzhou's Jiangnan fruit and vegetable wholesale market, the price of Feizixiao lychee fell to 4-4.5 yuan per kilogram by the end of June, compared to 14-16 yuan per kilogram during the same period last year [1][2] Production and Supply - The 2023 season has seen a bumper crop of lychees, with the total expected production reaching 3.45 million tons, a year-on-year increase of 100% [2] - The main lychee production area in Maoming is expected to yield approximately 630,000 tons this year, marking a significant increase due to favorable weather conditions [2][3] Market Dynamics - The increase in fruit supply has led to lower prices, with the average purchase price for lychee ranging from 3 to 8 yuan per kilogram as of early July [3] - The cherry market has also experienced price declines, with the price of the representative "Samito" variety dropping by approximately 15% compared to last year [3] Industry Challenges - Experts warn of potential "overproduction" risks, where producers may face reduced profits if they do not secure sales channels in advance [4] - The overall increase in fruit production capacity has led to intensified competition and reduced scarcity for certain fruits, such as blueberries [5][6] Consumer Behavior - The expansion of blueberry cultivation has made the fruit more accessible, with the total cultivation area in China reaching 1.44 million acres by 2024, a significant increase from previous years [6] - The market for blueberries has seen a price drop of about 20% this year, despite a tripling of total output compared to last year [6][7] Long-term Strategies - Industry experts emphasize the importance of improving fruit quality and enhancing supply chain management to ensure sustainable growth [11][12] - The development of value-added products, such as lychee ice cream, is seen as a viable strategy to manage excess production and stabilize prices [13]

■本报记者 余连斌 7月份的四川广安市广安区，骄阳似火，却挡不住田野里的蓬勃生机。在广安红茂家庭农场，饱满的柑 橘缀满枝头，农场负责人、退役军人刘茂山正和工人们忙夏管，汗水湿透衣衫，脸上却洋溢着笑容。 "正是农行的暖心服务，及时满足了我生产融资需求，'惠农e贷'提额后，资金周转一下子盘活了，让我 可以更好发展。"提及农行四川广安区支行为其提供的金融支持，刘茂山高兴地对记者说。而这也生动 诠释出金融支持培育壮大新型农业经营主体的责任担当。 退役返乡 勇当"新农人" 刘茂山，广安区白马乡白马村人，这位曾身着戎装的退役军人，退役后毅然选择回到家乡，决心在农村 这片广阔天地干出一番事业。他积极投身农业，将晚熟柑橘发展成当地特色产业。 2020年，农村土地流转政策带来的机遇和柑橘产业发展前景，让刘茂山看到希望。他果断在白马村租下 100多亩土地，成立广安红茂家庭农场柑橘种植基地，开始种植沃柑和砂糖橘。这里也成为广安区首个 退伍军人返乡创业示范基地。 "刚开始什么也不会，就凭着对土地的热爱准备大干一番。"刘茂山向记者坦言，由于缺乏种植经验，即 便他投入大量时间和精力，基地初期发展并不顺利。 为谋求出路，刘茂山参加了四川省 ...

Investment Rating - The report suggests a positive outlook for the agricultural sector, particularly in pig farming and livestock, with a focus on high-quality, low-cost expansion companies [2][20][36]. Core Insights - The agricultural sector index has shown a weekly increase of 1.09%, but it has underperformed compared to the Shanghai Composite Index [2][13]. - The pig farming sector is experiencing a slight adjustment in prices, with expectations of improved mid-term profitability due to better management of supply pressures [20][22]. - The poultry farming sector is facing price pressures due to weak demand, but there are expectations for recovery as consumer demand improves [30][33]. - The livestock sector is seeing a stabilization in beef prices, with potential for a new cycle of growth as supply constraints continue [36][37]. - The planting industry is stabilizing, with potential improvements if there are significant reductions in grain production due to external uncertainties [42][43]. - The feed and aquaculture sectors are showing stable prices, with a positive outlook for aquatic product prices [60][61]. Summary by Sections 1. Market Review - The agricultural index closed at 2759.14 points, with a weekly increase of 1.09%, while the Shanghai Composite Index increased by 1.09% as well [2][13]. 2. Key Data Tracking 2.1 Pig Farming - The average price of pigs is 14.81 yuan/kg, with a weekly decrease of 3.52%. The average weight of pigs at market is 129.03 kg, showing a slight increase [20][21]. - Profits for self-breeding and self-raising are reported at 133.87 yuan/head, indicating a positive trend in profitability [20][22]. 2.2 Poultry Farming - The average price of white feather chickens is 6.24 yuan/kg, with a weekly decrease of 7.56%. The profitability for parent stock chickens is negative, indicating pressure on margins [30][33]. 2.3 Livestock - The price of live cattle is 26.44 yuan/kg, with a slight decrease of 0.71%. The dairy sector is stabilizing, with expectations for milk prices to recover in the second half of 2025 [36][37]. 2.4 Planting Industry - Domestic corn prices are 2351.43 yuan/ton, showing a slight decrease. The report highlights the importance of grain production stability amid external uncertainties [42][43]. 2.5 Feed & Aquaculture - Feed prices remain stable, with no significant changes reported. Aquaculture prices are showing a positive trend, particularly for shrimp and abalone [60][61].

央视网消息（焦点访谈）："春争日，夏争时"，说的是春季播种需争分夺秒，而夏季田间管理更需精准把握每一刻。夏粮收完紧跟着就是夏种， 也就是播种秋粮。除了南方双季稻7月中旬开始播栽之外，截至目前，全国夏播基本结束。眼下，全国粮食主产区土壤墒情适宜，秋粮作物苗情长 势总体较好。提单产、稳面积是我们当前农业政策的核心目标之一，主攻方向是集成推广良田良种良机良法，实施粮食单产提升工程。记者调查 发现，今年各地都在夏播中为提高单产，因地制宜优化粮食种植结构，为推动稳粮增油做了不少工作。现在，就一起去看看夏播中的新变化。 7月12日清早，湖南常德鼎城区镇德桥镇的一边稻田正在收割早稻，平整土地，另一边稻田插秧机正在移栽晚稻秧苗，机器轰鸣，白鹭盘旋。鼎城 区是全国产粮大县，今年当地计划晚稻种植面积63.1万亩，全区晚稻优质稻品种覆盖率达95%以上。镇德桥镇晚稻栽插后持续高温天气较多，在这 里正推广"桃优香占""玉针香""扬泰优128"等水稻品种。 湖南常德鼎城区镇德桥镇农业综合服务中心技术员周伦文："我们这里移栽晚稻的时候温度较高，选用了比较抗高温的品种，为避开后期出现寒露 风，选用了生育期比较适中的品种，同时根据市场需求，推 ...