据报道，知情人士透露，牧原食品已聘请中信证券、高盛集团和摩根士丹利负责今年香港上市事宜。此 前报道称该公司计划通过发行股票筹集至少10亿美元。(36氪) ...

瑞达期货研究院 「2025.05.16」 生猪市场周报 生猪价格下跌，关注二育动态 研究员：张昕 期货从业资格号F03109641 期货投资咨询从业证Z001845 关 注 我 们 获 取 更 多 资 讯 联系电话：059586778969 1、周度要点小结 2、期现市场 3、产业情况 「 周度要点小结」 3 行情回顾：生猪价格先扬后抑，主力合约周度下跌1.90%。 行情展望：供应端，养殖端出栏有所增加，但整体节奏偏慢，且出栏重量整体持稳，供应略增但压力 一般。不过肥猪价格低于标猪，二育风险提高，后期出栏意愿可能提高，关注二育动态。根据生猪养 殖周期，二三季度对应母猪产能处于增产周期，中期供应压力趋增。需求端，终端需求下降，白条走 货速度欠佳，屠宰厂开工率下降，不过少数地区被动入库现象犹存，且后市端午节备货或令需求短暂 增加。总体来说，预期短期供需均略有增加，处于平衡略松状态，关注潜在供应释放时机，或致使价 格继续承压运行，不过价格连续下跌易引起养殖端惜售情绪，从而阻碍价格下跌步伐。 策略建议：空单可适当逢低离场落袋为安，轻仓持有，注意设置止损。 业务咨询 添加客服 目录 「 期货市场情况」 本周期货先扬后抑 ...

Group 1 - Guangdong Province has launched a series of innovative tree-planting activities, promoting a "cloud planting + offline planting" model that engages the public in environmental conservation [4][5][6] - Over 100 users of the "Plant a Tree" app participated in the recent tree-planting events, successfully planting more than 200 trees [5][6] - The initiative is part of a broader effort to make tree planting more accessible and engaging through the integration of internet technology [6][7] Group 2 - The brand value of Yingde black tea has reached 5.178 billion yuan, marking an 8.5% increase and positioning it as the top brand in the national black tea category [10][11] - This achievement is seen as a milestone in the local efforts to promote the integration of tea culture, industry, and technology [11][12] - Yingde black tea gained significant recognition two years ago when it was served at a tea meeting between the leaders of China and France [12][13] Group 3 - The agricultural technology team in Xin'an Town is actively promoting the guava industry by providing specialized training on seedling cultivation techniques [15][17] - The training attracted nearly 200 local villagers, demonstrating a strong community interest in enhancing agricultural practices [19] Group 4 - The "Qingyuan Chicken" brand is being marketed through live streaming, showcasing the company's innovative approach to e-commerce in the agricultural sector [22][26] - Qingyuan has maintained its position as the top region for agricultural e-commerce in China for six consecutive years, highlighting the effectiveness of its marketing strategies [22][23] Group 5 - The "New Feng Flavor" agricultural brand is seeking to establish a think tank to enhance regional agricultural development and brand strength [41][42] - Experts from various fields are invited to join the think tank, which aims to leverage their knowledge for the benefit of the local agricultural economy [43][44]

智通财经5月16日电，记者从牧原股份2024年股东大会现场获悉，牧原股份4月养殖成本已达到12.4 元/kg，公司此前提出的"头均600元"降本目标，目前已实现三分之二。小财注：公司2025年的成本目标 是全年平均12元/kg。（智通财经记者 张晨静） 牧原股份：4月养殖成本12.4元/kg 头均600降本目标已实现三分之二 ...

Core Viewpoint - Domestic pig prices are experiencing limited fluctuations, with large-scale farms not significantly reducing the weight of pigs for sale [1] Group 1: Market Conditions - The average weight of pigs sold in the week of May 15 was 124.12 kg, remaining stable compared to the previous week and showing a year-on-year increase of 1.08% [1] - Southern regions still exhibit a price gap for standard pigs, leading farmers to prefer selling heavier pigs [1] Group 2: Industry Trends - The overall trend indicates that the average weight of pigs being sold remains at a high level, reflecting the current market dynamics [1] - Smaller farms are also aligning with this trend, indicating a consistent approach across different scales of operations [1]

生猪日报 | 2025-05-16 另存为PDF 【期价震荡偏弱】 【市场动态】 1、5月15日，生猪注册仓单701手； 2、LH2507合约以期现回归、交割博弈为主，远月受后续出栏量或增加影响震荡 偏弱运行； 3、主力合约（LH2509）今日增仓5221手，持仓约7.76万手，最高价14015元/ 吨，最低价13735元/吨，收盘于13780元/吨。 【基本面分析】 1、能繁母猪存栏量看，3-12月生猪供应量有望逐月增加，但幅度有限。仔猪数 据看，2025年二三季度生猪出栏量整体震荡增加；需求端来看，上半年较下半 年相比属需求淡季，下半年属需求旺季； 2、 从历史情况和现下基本面来看，肥标差或震荡调整； 3、市场多空逻辑： 空头：①养殖端尚未进行降重，实则利空后市；②后续出栏 量有望持续增加；③二三季度尚未到消费旺季，需求对猪价的支撑有限；多 头：①冻品库存仍有增加的空间，能给猪价以支撑；②现货价格坚挺，说明供 需不像空头想的那么宽松；③后续出栏虽有增量但幅度有限，且三四季度逐渐 进入生猪消费旺季；④玉米豆粕涨价可能抬升生猪养殖成本。 3）现下生猪出栏体重仍在增加，说明养殖端仍在累库，利空后市，若后面出现 ...

农产品日报 | 2025-05-16 需求略显清淡，猪价偏弱震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约13780元/吨，较前交易日变动-240.00元/吨，幅度-1.71%。现货方面，河南地区 外三元生猪价格14.95元/公斤，较前交易日变动-0.09元/公斤，现货基差 LH09+1170，较前交易日变动+150；江苏 地区外三元生猪价格 15.09元/公斤，较前交易日变动-0.10元/公斤，现货基差LH09+1310，较前交易日变动+140； 四川地区外三元生猪价格14.46元/公斤，较前交易日变动-0.15元/公斤，现货基差LH09+680，较前交易日变动+90。 据农业农村部监测，5月15日"农产品批发价格200指数"为114.82，比昨天下降0.33个点，"菜篮子"产品批发价格指 数为115.14，比昨天下降0.35个点。全国农产品批发市场猪肉平均价格为20.90元/公斤，与昨天持平；牛肉63.02元/ 公斤，比昨天下降0.3%；羊肉59.33元/公斤，比昨天下降1.1%；鸡蛋7.97元/公斤，比昨天上升1.5%；白条鸡17.57 元/公斤，比昨天上升1.4%。 市场分析 ...

行业 生猪日报 日期 2025 年 05 月 16 日 021-60635740 期货从业资格号：F3055047 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635727 期货从业资格号：F0230741 研究员：洪辰亮 021-60635572 hongchenliang@ccb.ccbfutures.co m 期货从业资格号：F3076808 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农业产品研究团队 研究员：林贞磊 linzhenlei@ccb.ccbfutures.com 研究员：余兰兰 研究员：王海峰 wanghaifeng@ccb.ccbfutures.com 研究员：刘悠然 升水修复，重新起航 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 数据来源：涌益，建信期货研究中心 生猪行情： 期货方面，15 日生猪主力 2509 合约小幅低开后震荡下跌，尾盘收阴，最高 14015 元/吨，最低 13735 元/吨， ...

Core Viewpoint - Qingdao Bank is actively supporting the real economy through targeted financial services, focusing on local development and innovative financing solutions to enhance the growth of various industries [1][5]. Group 1: Financial Support and Growth - As of the end of Q1, Qingdao Bank's corporate loan balance reached 279.56 billion yuan, an increase of 6.56% from the end of the previous year [1]. - The bank's technology finance loan balance was 27.30 billion yuan, reflecting a growth of 5.67% compared to the previous year [1]. Group 2: Case Studies of Financial Impact - The 5 million yuan credit line provided to Pusu Hotel Management has enabled the transformation of abandoned farmhouses into cultural-themed inns, boosting local consumption and increasing handmade craft orders by 60% and rural tourism revenue by 35% [2]. - Qingdao Bank's innovative "live collateral" model allowed Longming Cattle Industry to secure a loan of 288 million yuan for a cattle breeding project, marking the largest single credit in Shandong's livestock sector [3]. - Northqi Industrial received a credit line of 200 million yuan to expand production capacity in response to increased demand for high-quality milk powder cans, achieving a market share of 25% in the domestic milk powder can segment [4]. Group 3: Strategic Initiatives - Qingdao Bank is developing a dual-driven system of "industry mapping + financial modeling" to integrate deeply into Shandong's key industry clusters, aiming to enhance credit support and financial innovation for high-quality regional economic development [5].

Group 1 - The trend of upgrading agricultural product consumption is evident, with consumers shifting from quantity to quality, willing to pay for premium products from specific origins and unique flavors [1] - The Guangxi Zhuang Autonomous Region's Department of Commerce has launched initiatives to enhance quality consumption, focusing on expanding and promoting the "Gui" brand [1] - The "Yongxin Source" pork products from Guangxi Nongken Yongxin Animal Husbandry Group have gained popularity at the "Guangxi March 3rd · Eight桂 Carnival" event, showcasing the impact of quality enhancement on consumer engagement [1] Group 2 - The company's pork products feature a unique traceability code, allowing consumers to track the entire process from breeding to sale, enhancing transparency and trust [2] - Strict record-keeping and quality control measures are implemented from the birth of the pig, ensuring that every step is documented and monitored [2] - The company has established a comprehensive quality management system, including consumer complaint handling and emergency response plans, to maintain product integrity [2] Group 3 - The introduction of an intelligent environmental control system in pig farms optimizes conditions such as temperature, humidity, and ventilation, promoting healthier growth for the pigs [3] - The effective management system and technological advancements have positioned "Yongxin Source" as a visible quality brand in the pork market [3] - By the end of 2024, Guangxi is expected to have recognized 641 "Gui" agricultural brands, with a total output value exceeding 1.6 trillion yuan and a brand value surpassing 5 trillion yuan [3]