Core Viewpoint - The "Common Prosperity Workshop" in Wenci Town, Chaoan District, aims to enhance agricultural development and promote shared wealth among the community through a collaborative model involving government, enterprises, and villagers [2][3][10]. Group 1: Workshop Implementation and Objectives - The "Common Prosperity Workshop" officially opened in Wenci Town, marking a significant achievement in implementing the local government's agricultural policies [2][3]. - The workshop serves as a core platform to activate local industries, strengthen collective economies, and increase farmers' incomes, providing a replicable model for rural common prosperity [8][9]. - The workshop adopts a collaborative model where government, enterprises, and villagers work together, allowing for shared benefits and sustainable economic growth [16][18]. Group 2: Economic Impact and Community Benefits - The workshop integrates collective investment and profit-sharing, enabling local villages to gain stable income from their investments, which can be reinvested into community infrastructure and public welfare [12][14]. - The local government encourages the use of profit-sharing to enhance village facilities and improve living conditions, fostering a sense of community cohesion [14][19]. - The workshop's operational model allows for a virtuous cycle where enterprises benefit from stable supply chains, collective economies grow, and farmers increase their incomes through various channels [18][19]. Group 3: Agricultural Development and Technological Support - The workshop focuses on the olive industry, coordinating resources from universities, enterprises, and farmers to create a comprehensive agricultural support system [21][22]. - Technical teams provide free guidance and training to local farmers, enhancing olive quality and yield, thereby strengthening the agricultural foundation [32][34]. - The workshop also prioritizes the inclusion of low-income groups and migrant workers, ensuring stable employment opportunities within the community [35]. Group 4: Cultural and Tourism Integration - The "Common Prosperity Workshop" is positioned as a key node for integrating agriculture with culture and tourism, leveraging local cultural resources to enhance industry development [43][44]. - Plans are underway to establish a regional agricultural product exhibition center to broaden sales channels for local specialties [46]. - Future initiatives will focus on enhancing olive processing capabilities and developing high-value products, while also promoting cultural tourism experiences [49][50][56].

大雪突袭，项目暂停。1月20日，难得有空的中创新创信阳基地项目负责人叶寿全，守在豫东南高新区 施工现场活动板房里"刷"着手机。 "太好了，南信合高铁今年有望开工啦！"看到《河南日报》近日报道的《南信合高铁项目建议书评估暨 行业评审会召开》的一则消息，叶寿全的精神为之一振。 规划中的南信合高铁（南阳经信阳至合肥高速铁路），从大别山腹地穿过，连通南阳、信阳与江淮大 地。它不仅承载着老区群众改变出行难的热切希望，未来还将打造出一条集聚高效生态产业与绿色发展 的大动脉。 综合公开信息可知，南信合高铁作为国家"十四五"铁路发展规划的重要研究项目，设计走向为河南省南 部及安徽省西部，连接我省南阳市与信阳市，并延伸至安徽省合肥市，是西北、西南、鄂西北至长三角 等地区一条新的高铁通道和豫南地区快速对接长三角地区的便捷客运通道。 叶寿全是福建宁德人，其所在的公司总部位于江苏常州。2025年9月，他被派来筹建信阳基地项目，经 常往来三地，目前只能从潢川开车到合肥再转乘飞机或高铁，费时且不方便。 叶寿全表示，南信合高铁项目的规划和推进，是他们公司持续关注的重大战略利好之一。最终选择落子 信阳，看中的就是豫东南高新区这片充满活力和机 ...

Group 1 - Hebei's wind and solar power installed capacity has exceeded 133 million kilowatts, accounting for 68% of the total installed capacity, indicating a significant shift towards green energy [6] - The province is actively promoting clean energy development, including wind, distributed solar, and complementary agricultural projects, contributing to low-carbon development [6] - The transformation of industries in Hebei includes the elimination of outdated production capacity and the cultivation of leading industries such as vanadium-titanium new materials [5] Group 2 - The GDP of Luanping County has increased from 10.46 billion yuan in 2012 to 21.14 billion yuan in 2024, with rural residents' per capita disposable income growing by 258% [5] - The construction of the ice persimmon industry park in Baoding is expected to produce 88,000 ice persimmons daily, generating an annual output value of 165 million yuan and increasing farmers' income by nearly 20,000 yuan [7] - The peak mining area in Handan is developing unique homestays and ecological farming, enhancing local tourism and providing free vegetables and eggs to villagers [10] Group 3 - The cargo throughput at the Caofeidian Port area is projected to reach 569.41 million tons by 2025, marking a 2.17% year-on-year increase and setting a historical record [9] - The port is enhancing its infrastructure and implementing smart port management to improve operational efficiency and reduce vessel waiting times by 15% [9] - Urban renewal efforts in Shijiazhuang are focused on improving living environments and optimizing transportation systems, with significant upgrades to old residential areas and public facilities [8]

Core Viewpoint - The Shenyang Beixin District Trade Union is actively enhancing worker support facilities, with significant progress in establishing various worker service stations and innovation studios to address the needs of employees and boost productivity in 2025 [1]. Group 1: Worker Support Facilities - In 2025, the district trade union plans to add 14 new workstations, bringing the total to 43, providing differentiated services tailored to industry characteristics [2] - The workstations include features such as massage facilities and fitness equipment in the aviation and equipment manufacturing sectors, and convenient drinking and dining areas in agricultural processing stations [2] - A "three-level acceptance" system is implemented for ongoing maintenance, ensuring sustainable service delivery [2] Group 2: Union Stations for Outdoor Workers - The district trade union has established over 50 union stations to support outdoor workers, serving approximately 15,000 individuals from key groups such as delivery personnel and sanitation workers [3] - These stations are strategically located in high-demand areas like transportation hubs and community service centers, ensuring accessibility for workers [3] Group 3: Innovation and Development Initiatives - The district trade union has initiated the establishment of over 40 innovation studios to stimulate employee creativity and address business challenges, with a focus on collaboration between unions, model workers, and enterprises [4] - In 2025, five new district-level studios will be created with a funding support of 250,000 yuan [4] - Additional facilities include 52 worker libraries and 25 women’s care rooms, with over 800 cultural and sports activity rooms serving more than 60,000 employees [4]

Core Viewpoint - The company has established a robust supply chain through equipment leasing, technical support, and order locking with reputable cooperatives and processing plants across various production areas [2]. Supply Chain Management - The company collaborates with cooperatives and initial processing plants that have a good reputation in the production areas to ensure a stable supply chain [2]. - The company supplements its raw material supply by importing konjac raw materials from Indonesia and other Southeast Asian countries, which enhances the stability and risk resistance of its raw material supply [2].

【冠通期货研究报告】 软商品日报：溢价回落，注意支撑 发布日期：2026 年 1 月 23 日 棉花：国内棉花丰产预期兑现，供应持续宽松，下游棉纱市场平稳运行，棉 纱品种延续分化，纺纱利润被压缩，纺企补库心态谨慎。据 Mysteel 调研显示， 截止至 1 月 22 日，进口棉主要港口库存周环比增加 6.31%，总库存 47.52 万吨， 其中，山东地区青岛、济南港口及周边仓 41.1 万吨，同比减少 7.35%，江苏地 区张家港港口及周边仓库进口棉库存约 3.48 万吨，其他港口库存约 2.94 万吨。 本周外棉继续到港，以巴西棉为主，市场交易略有放缓，入多出少。下方空间相 对有限，短期偏调整看待为主。 白糖：巴西航运机构 Williams 发布的数据显示，截至 1 月 21 日当周，巴西 港口等待装运食糖的船只数量为 51 艘，此前一周为 48 艘。港口等待装运的食糖 数量为 178.16 万吨，此前一周为 166.29 万吨，环比增加 11.87 万吨，增幅 7.13%。 其中，高等级原糖（VHP）数量为 163.73 万吨。桑托斯港等待出口的食糖数量为 117.13 万吨，帕拉纳瓜港等待出口的食糖数量 ...

瑞达期货研究院 「2026.01.23」 菜籽类市场周报 中加贸易缓和升温 继续拖累菜系市场 研究员：许方莉 期货从业资格号F3073708 期货投资咨询从业证书号 Z0017638 联系电话：0595-86778969 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 3 Ø 菜油： Ø 行情回顾：本周菜油期货震荡微跌，05合约收盘价8991元/吨，较前一周-72元/吨。 Ø 行情展望：全球及加拿大菜籽供需格局相对宽松，继续牵制其市场价格。不过，加拿大总理卡尼 访问期间与中国签署了《中国-加拿大经贸合作路线图》，提振加拿大菜籽出口预期，支撑加菜籽 市场。其它方面，美国生柴消息利好，同时，高频数据显示，马棕本月供应端延续减产，且本月 前二十日出口明显增加。另外，印尼撤销28家公司许可证，涉及棕榈油种植园，引发对印棕供应 的担忧。国内方面，现阶段油厂继续处于停机状态，菜油也维持去库模式，对其价格形成支撑， 菜油基差维持高位。不过，中加贸易缓和预期升温，且路透社消息称中国已采购6万吨加拿 ...

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - The price of the main contract of Zhengzhou jujube futures declined this week, with a weekly decline of about 0.85% [9][11]. - The current time has entered the traditional peak stocking period before the Spring Festival. However, downstream channels have a low willingness to make large - order purchases, and the terminal market generally maintains a low - inventory strategy of "buying and selling as needed", resulting in fragmented demand transmission. With only more than ten days left before the national logistics network shuts down, close attention should be paid to the stocking intensity in the last stage before the festival [9]. - The 2025/26 jujube production season is expected to see a decline in jujube output [40]. 3. Summary by Directory 3.1. Weekly Highlights - Future trading tips include monitoring spot prices and the consumer side [9]. - As of January 22, 2026, the physical inventory of 36 sample jujube points this week was 14,068 tons, a decrease of 347 tons from last week, a month - on - month decrease of 2.41%, and a year - on - year increase of 32.72% [9][36]. - The Hebei sales area continued to receive goods, and prices were stable but weak [9]. 3.2. Futures and Spot Market - **Futures price**: The price of the Zhengzhou jujube 2605 contract declined this week, with a weekly decline of about 0.85% [11]. - **Top 20 positions**: As of this week, the net position of the top 20 in jujube futures was - 18,571 lots [12]. - **Warehouse receipts**: As of this week, the number of Zhengzhou jujube warehouse receipts was 3,298 [17]. - **Futures price spread**: As of this week, the price spread between the 2605 and 2609 contracts of Zhengzhou Commodity Exchange jujube futures was - 240 yuan/ton [20]. - **Basis**: As of this week, the basis between the spot price of Hebei grey jujube and the main contract of jujube futures was 460 yuan/ton [23]. - **Purchase price in main production areas**: As of January 23, 2026, the purchase price of general - quality jujubes in Aksu was 5.15 yuan/kg, in Alar was 5.65 yuan/kg, and in Kashgar was 6.5 yuan/kg [26]. - **First - grade jujube spot price**: As of January 23, 2026, the wholesale price of first - grade grey jujubes in Cangzhou, Hebei was 4.1 yuan/jin, and in Henan was 4.15 yuan/jin [27]. - **Special - grade jujube spot price**: As of January 23, 2026, the spot price of special - grade grey jujubes in Cangzhou, Hebei was 9.26 yuan/kg, and the wholesale price in Henan was 9.44 yuan/kg [32]. 3.3. Industry Chain Situation - **Supply side**: - As of January 22, 2026, the 36 - sample jujube inventory decreased by 2.41% month - on - month and increased by 32.72% year - on - year [36]. - The jujube output in the 2025/26 production season is expected to decline [40]. - **Demand side**: - In December 2025, China's jujube export volume was 5,071,577 kg, with an export value of 79,876,362 yuan and an average export price of 15,749.81 yuan/ton. The export volume increased by 43.36% month - on - month and decreased by 18.20% year - on - year. From January to December 2025, the cumulative export was 34,362,765 kg, with a cumulative year - on - year decrease of 3.58% [43]. - This week, the BOCE Xinjiang Jujube Good Brand had only a small amount of orders [48]. 3.4. Options Market and Futures - Stock Correlation - **Options market**: Information on the implied volatility of at - the - money jujube options this week was presented, but no specific numerical summary was provided [49]. - **Stock market**: The price - to - earnings ratio of Hao Xiang Ni (002582) was shown, but no specific numerical analysis was provided [51][52].

Market Overview - The agricultural processing sector increased by 0.85% on January 23, with Huazi Industrial leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Huazi Industrial (600191) closed at 13.77, up 5.60% with a trading volume of 220,000 shares and a turnover of 304 million yuan [1] - Guanyi Co. (600251) closed at 10.64, up 4.62% with a trading volume of 196,600 shares and a turnover of 205 million yuan [1] - Other notable performers include: - Guotou Zhonglu (600962) at 24.19, up 2.07% [1] - Zhongliang Sugar Industry (600737) at 17.62, up 1.56% [1] - Jingliang Holdings (000505) at 7.49, up 1.35% [1] Fund Flow Analysis - The agricultural processing sector experienced a net outflow of 90.7981 million yuan from institutional investors and 81.4544 million yuan from speculative funds, while retail investors saw a net inflow of 172 million yuan [2] - Key stocks with significant fund flows include: - Guanyi Co. (600251) with a net outflow of 22.9738 million yuan from institutional investors [3] - Huazi Industrial (600191) with a net inflow of 13.5975 million yuan from institutional investors [3] - Baolingbao (002286) with a net inflow of 9.7206 million yuan from institutional investors [3]

Core Insights - The establishment of the Hainan Free Trade Port is a significant milestone in China's reform and opening-up strategy, aiming to create a leading gateway for China's new era of openness [1][2] - The Hainan Free Trade Port's closure operation marks a new starting point for the highest level of openness, transitioning to a "negative list" system and simplifying investment and service trade regulations [2][3] Group 1: Hainan Free Trade Port Development - The Hainan Free Trade Port has transitioned from being the largest economic special zone to the world's largest free trade port, presenting a historic development opportunity [2] - The port's "zero tariff" list is evolving from a "positive + negative" list to a "negative list," enhancing the investment system and service trade regulations [2][3] Group 2: Regional Economic Integration - The trend of regional economic integration is strengthening amid rising trade protectionism, with significant growth in intra-regional trade in Asia, America, and Europe [3][4] - The RCEP has become a highlight in Asia's economic integration, with over 45% of exports within the region directed to member markets, reflecting a 9 percentage point increase since 2020 [3] Group 3: Hainan's Role in China-ASEAN Cooperation - Hainan is positioned as a crucial hub for China-ASEAN economic cooperation, with 8.5% of China's direct investment in ASEAN coming through the Hainan Free Trade Port [6] - The port is set to enhance trade in goods, services, and digital trade between China and ASEAN, leveraging its unique geographical advantages [6][7] Group 4: Strategic Economic Positioning - Hainan's geographical location allows it to connect with 21 countries in Asia within a 4-hour flight, covering approximately 47% of the global population and 30% of global GDP [7] - By 2024, 40% of Hainan's external trade is expected to flow to the RCEP region, with 50% of foreign direct investment directed there [7] Group 5: Policy Implementation and Legal Framework - The implementation of the Hainan Free Trade Port Law is crucial for establishing a legal framework that supports the rapid rollout of core policies [15][16] - The proposal includes creating a transparent negative list for cross-border service trade and enhancing the regulatory environment to facilitate service trade [10][11]