油脂油料早报 研究中心农产品团队 2025/07/17 隔 夜 市 场 信 息 ： 调查：截至7月10日当周美国大豆出口销售料净增35-100万吨 USDA将在周四20:30发布周度出口销售报告，报告出炉前的一项针对行业分析师的调查结果显示，截至7月10日当 周，美国大豆出口销售料净增350,000-1,000,000吨。其中2024/25年度料净增200,000-600,000吨，2025/26年度料净增 150,000-400,000吨。 美国豆粕出口销售料净增200,000-700,000吨。其中2024/25年度料净增100,000-400,000吨，2025/26年度料净增 100,000-300,000吨。美国豆油出口销售料净增0-23,000吨。其中2024/25年度料净增0-15,000吨，2025/26年度料净增 0-8,000吨。 交易所上调阿根廷2024/25年度大豆产量预估 阿根廷罗萨里奥谷物交易所周三将该国2024/25年度大豆产量预估上调至4,950万吨，而此前预测为4,850万吨。 SGS：马来西亚7月1-15日棕榈油出口量环比减少22.18% 船货检验机构SGS发布的数据显示， ...

淀粉：本周，因生产亏损部分企业上调成品淀粉报价。短期看，原料价格表现偏强或在未来一段时间继续支撑成品淀粉价格，但是受到行业库 存偏高压制，淀粉价格反弹幅度预计有限。从中长期视角来看，下游仍然处于淡季消费期，消费提货未有好转迹象，使得产业库存趋缓缓慢， 仍旧制约淀粉价格上行空间，等待利润小幅修复后继续空配远月合约。 白糖 现货价格 基差 进口利润 仓单 日期 柳州 南宁 昆明 柳州基差 泰国 巴西 郑盘 2025/07/10 6130 6050 5895 325 383 566 23040 2025/07/11 6140 6060 5905 330 309 492 22850 2025/07/14 6140 6060 5905 323 386 569 22716 2025/07/15 6130 6060 5905 328 292 475 22602 2025/07/16 6120 6050 5905 312 - - 22289 变化 -10 -10 0 -16 - - -313 【行情分析】： 白糖：国际市场方面，现阶段巴西正处于压榨高峰期，供应压力使得国际糖价承压，下方支撑位看巴西乙醇价格。此前市场已较为充分 ...

注二茬花果情况。操作上，逢高试空交易，注意控制风险。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10380 | | 15 主力合约持仓量:红枣(日,手) | 135007 | -1689 -56 | | | 期货前20名持仓:净买单量:红枣(日,手) | -18453 | -862 仓单数量:红枣(日,张) | | 8972 | | | | 有效仓单预报:红枣:小计(日,张) 喀什红枣统货价格(日,元/公斤) 0 河北一级灰枣批发价格(日,元/斤) | 1448 | 0 | | | 0 | | 现货市场 | | 6 | | | 4.3 | | | | 阿拉尔红枣统货价格(日,元/公斤) 0 河南一级灰枣批发价格(日,元/斤) | 5.2 | | | 4.35 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 ...

尚纬股份（SH603333，股价8.16元，市值50.72亿元）"易主"不到两个月，新的控股股东就要包揽上市 公司定增股份。 7月16日晚间，尚纬股份披露定增预案，公司拟向控股股东福华通达化学股份公司（以下简称福华化 学）发行股票，募集资金总额不超过11.44亿元。截至2025年3月31日，尚纬股份流动负债占总负债比例 已达85.67%。高流动负债增加了公司的财务风险和短期偿债压力，本次募资将主要用于补充公司流动 性，有效降低资产负债率。 福华化学持股将超40% 定增预案显示，尚纬股份拟向控股股东福华化学发行股票，发行价格为6.31元/股，募集资金总额不超 过11.44亿元，发行数量不超过1.81亿股（不超过本次发行前剔除库存股后的公司总股本的30%）。募集 资金将用于数智化升级及综合能力提升建设项目、营销中心及品牌推广建设项目和补充流动资金。 《每日经济新闻》记者注意到，此次定增发行价格相当于公司5月23日起涨时的股价。5月22日至5月29 日，尚纬股份连续六个涨停，股价一度超过10元。5月23日晚间，尚纬股份公告控股股东、实际控制人 发生变更，公司控股股东由李广胜变更为福华化学，实际控制人由李广胜变更为张 ...

1、【新思想引领新征程】宏观政策协同发力 高质量发展扎实推进； 2、韩正会见南非副总统； 3、【"十四五"高质量发展答卷】"十四五"时期知识产权强国建设取得新进展新成效； 4、上半年全国农业农村经济运行总体平稳； 5、上半年我国邮政行业寄递业务量同比增长16.9%； 6、【铭记历史 缅怀先烈】山东沂水：沂蒙山上生态美 革命老区气象新； 7、驻华使节参观《为了民族解放与世界和平》主题展览； 8、第三届链博会：为全球供应链可持续发展注入更多活力； 9、海军山东舰起降保障中队：擎"飞鲨"砺剑海天； 10、我国实施河湖库一体化监测感知体系建设三年行动； 11、全国电力负荷再创历史新高； 12、我国启动首批可信数据空间试点； 13、"清朗"专项行动依法依约处置一批短视频账号； 智通财经7月17日电，今天《新闻联播》主要内容有： 14、巴西政府致信美国政府 对美国加征关税表示愤慨： （1）联合国贸发会议秘书长称美关税政策给全 球供应链造成混乱； （2）美国纽约联储行长称美关税政策或将美通胀推高1个百分点； 7月17日周四《新闻联播》要闻20条 15、俄称继续向乌纵深进攻 乌称打击俄指挥所 欧盟再次未能就第18轮对俄制裁达 ...

Core Viewpoint - The Guangdong Rural Revitalization Foundation has been recognized for its outstanding contributions to ecological construction in Guangdong, promoting a "Green Guangdong" initiative through community engagement and corporate partnerships [2][3][4]. Group 1: Foundation's Achievements - The foundation has collaborated with 385 enterprises and over 37,000 participants in various "Green Guangdong" activities, raising more than 120 million yuan in donations and planting over 1 million trees across 15 cities [5][6][7]. - The foundation has launched a provincial public service platform to enhance public participation in ecological construction, with 8 projects attracting donations totaling approximately 35.4 million yuan and involving 42,000 participants [17][18]. Group 2: Corporate Involvement - The foundation has mobilized corporate resources, raising approximately 69.4 million yuan from companies like Guangdong Energy Group and others to implement "Green Guangdong" support projects, improving the greening levels of over 100 villages [36][38]. - Notable projects include the creation of green landscape belts and eco-friendly recreational areas, which have enhanced local tourism and increased residents' incomes [40][41]. Group 3: Seedling and Resource Management - The foundation is establishing high-standard seedling reserves with a target of raising 20 million yuan by the end of 2023, aiming to cultivate 997,000 quality seedlings of 53 varieties for ecological projects [55][56][58]. - The innovative model of "government-led, public platform, and corporate participation" has been adopted for seedling reserve construction, ensuring a sustainable supply of quality seedlings for long-term greening efforts [61][63]. Group 4: Future Directions - The foundation aims to continue its commitment to public welfare and national strategies, exploring more pathways for social participation in ecological construction, ensuring that the "Green Guangdong" initiative remains a collective effort [69][70].

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing, showcasing the integration of cross-border product matrices and the dual roles of overseas Chinese businesses as "chain leaders" and "social responsibility" contributors [1][2]. Group 1: Event Overview - The Chain Expo features a layout of "6 chains and 1 exhibition area," facilitating easier communication and precise matching of cooperation among upstream and downstream enterprises [4]. - Thailand is the guest country for this year's expo, with a significant increase in the number of participating enterprises across various sectors, including automotive manufacturing, electronic technology, and agricultural processing [4]. Group 2: Business Perspectives - Companies participating in the expo aim to strengthen cooperation with China and globally in supply chains, particularly in green agriculture and digital technology [4]. - The wine industry representative emphasizes the importance of the entire supply chain, from cultivation to end-user sales, and highlights the expo's role in fostering collaboration and innovation across different sectors [5]. Group 3: Innovation and Collaboration - The Chain Expo is not merely about showcasing products but focuses on collaborative synergy and deep integration across the supply chain, which is unique compared to other exhibitions [5]. - Initial cooperation intentions have been established between wine industry representatives and upstream/downstream enterprises in areas such as agricultural technology and smart logistics [5].

Group 1: Policy Insights - The "14th Five-Year Plan" (2021-2025) is transitioning into the "15th Five-Year Plan" (2026-2030), with a focus on strategic resources and urban renewal[2] - The management of strategic resources, particularly rare earths and lithium, will become stricter during the "15th Five-Year Plan" period[2] - The development of the marine economy is emphasized, with a focus on enhancing marine technology and fostering leading enterprises in marine science[2] Group 2: Economic Development Strategies - The planning process for the "15th Five-Year Plan" has increased its focus on the global political and economic landscape, highlighting the need for strategic adjustments[2] - Urban renewal policies will be advanced, aiming to establish sustainable urban renewal models and financing mechanisms[2] - The report indicates a significant increase in the focus on labor income distribution and its impact on consumption capacity, reflecting the importance of residents' income levels[29] Group 3: Research and Development Focus - The report outlines the need for innovative policies to support the cultivation of unicorn enterprises and future industries during the "15th Five-Year Plan" period[26] - There is a notable emphasis on the integration of technology and capital markets to enhance investment and financing coordination[32] - The report suggests that the international situation will be a critical factor in shaping the "15th Five-Year Plan" policies[7]

大宗商品研究所 农产品研发报告 1 / 5 玉米淀粉日报 2025 年 7 月 17 日 | 第一部分 | | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玉米&玉米淀粉数据日报 | | | | | | | | 2025/7/17 | | 期货盘面 | | | | | | | | | | 期货 | | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | C2601 | | 2240 | 6 | 0.27% | 52,023 | 130.34% | 149,068 | 2.50% | | C2605 | | 2278 | 5 | 0.22% | 12,507 | 295.42% | 27,525 | 3.95% | | C2509 | | 2296 | 3 | 0.13% | 553,936 | 48.33% | 1,059,650 | 0.48% | | CS2601 | | 2610 | 8 | 0.31% | 4,293 | 6.08% | 11,790 | 4.68 ...

大宗商品研究所 农产品研发报告 粕类日报 2025 年 7 月 17 日 【粕类日报】市场扰动因素增多 盘面偏强运行 研究员：陈界正 期货从业证号： F3045719 投资咨询证号： Z0015458 联系方式： chenjiezheng_qh@chinastock.c om.cn | 粕类价格日报 | | | | | | 2025/7/17 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期 货 | | | | | | 现货基差 | | | 品 种 | 合 约 | 收盘价 | 涨 跌 | 地 区 | 今 日 | 昨 日 | 涨 跌 | | 天津 | 0 1 | 3054 | 4 3 | | -80 | -70 | -10 | | 豆粕 | 0 5 | 2724 | 2 4 | 东莞 | -190 | -180 | -10 | | 张家港 | 0 9 | 3029 | 5 2 | | -170 | -170 | 0 | | | | | | 日照 | -170 | -170 | 0 | | 南通 | 0 1 | 2387 | 7 8 | | -19 ...