据了解，"临洮生鲜"依托临洮的蔬菜、马铃薯、中药材、百合、花卉、畜禽六大特色产业优势，凭借优 质的生鲜资源、稳定的供应能力和严格的品质保障，建立起从田间到餐桌的全链条品控与溯源体系，确 保每一份生鲜品质可控、来源可查。 "临洮生鲜"定西农特馆和"貂蝉一品"首发经济定西运营中心的正式投入运营，将进一步扩大临洮农产品 品牌影响力，助力本土企业拓展市场、带动群众增收，推动更多本土优质农特产品走向全国。 责任编辑：樊醒民 每日甘肃网1月30日讯 据定西日报报道（新定西·定西日报记者文雪娅）1月29日，"临洮生鲜"定西农特 馆暨"貂蝉一品"首发经济定西运营中心在安定区中和教育港正式揭牌。该馆是集产品展销、商务洽谈、 品牌推广等功能于一体的综合性平台，标志着临洮优质农特产品在品牌化、市场化运营上迈出新步伐。 馆内现已上架蝴蝶兰、临洮宽粉、甜百合等各类产品200余款，其中临洮县产品占七成以上，基本实现 了临洮地方特产全覆盖。该馆通过线上线下相结合、团体采购和门店零售一体化的方式进行销售，基本 搭建了优质产品直供直销的运行机制。 "临洮生鲜"定西农特馆暨"貂蝉一品"首发经济定西运营中心正式揭牌运营 ...

（来源：工人日报） 本报记者 刘金梦 摄 近日，南京农业展览会启幕，"中国荷藕之乡"江苏扬州宝应县携一众生态农品、非遗文创亮相，全方位 呈现从田间到餐桌的全链条农业成果。 凭借全国唯一以荷藕为主导的国家级现代农业产业园优势、完善的全产业链体系以及优质营商环境，宝 应县与多家企业达成合作，6个重点项目成功签约。 ...

Core Viewpoint - The European Parliament has voted to submit the EU-Mercosur Free Trade Agreement for review by the EU Court, which may delay the approval process and increase uncertainty regarding its implementation [1] Group 1: Agreement Overview - The EU and Mercosur reached the EU-Mercosur Partnership Agreement after over 25 years of negotiations, marking the largest and highest-level trade agreement between the EU and Latin America [1][2] - The agreement aims to create a free trade area covering approximately 700 million people by systematically reducing tariffs and non-tariff barriers, deepening economic ties and regulatory integration between the two regions [2] Group 2: Strategic Implications for the EU - The agreement is expected to increase EU exports to Mercosur by approximately 39%, creating over 440,000 jobs and opening new markets for industries facing competition from the US and China [3] - The EU aims to diversify its supply chains by accessing key raw materials such as lithium, copper, and soybeans from Mercosur, enhancing economic resilience [3] - The agreement incorporates environmental commitments, including adherence to the Paris Agreement and Amazon rainforest protection, as core elements to embed EU values in the Latin American market [3] Group 3: Mercosur's Objectives - Mercosur countries seek to access the EU's high-end market for agricultural products like beef, sugar, and ethanol, while attracting EU investments in manufacturing and renewable energy to upgrade their industrial structures [4] - The agreement has drawn criticism from the US, which accuses the EU of monopolizing the South American market through geographical indication protections, reflecting the EU's strategic intent to counter US protectionism [4] Group 4: Tariff Liberalization and Sensitive Industries - The tariff liberalization level is close to 90%, with Mercosur committing to liberalize 91% of its import value and the EU 92% of its import value [5] - Both parties have set a transition period of up to 15 years for sensitive industries, with the EU implementing strict quota management for sensitive agricultural products to address domestic opposition [5][6] Group 5: Market Access and Competition - The agreement expands EU companies' access to Mercosur's government procurement and key service sectors, creating fairer competition opportunities [10][11] - It establishes high standards for intellectual property protection, particularly for geographical indications, enhancing the EU's agricultural brand interests [12] Group 6: Environmental and Labor Standards - The agreement links trade to sustainable development, incorporating legally binding environmental commitments and labor rights protections [13] - It introduces rules to ensure fair competition between state-owned and private enterprises, promoting a neutral market environment [14] Group 7: Dispute Resolution Mechanism - A multi-tiered dispute resolution mechanism is established to address trade disputes more effectively than under WTO frameworks, enhancing the agreement's stability and predictability [15] Group 8: Implications for China - The agreement poses structural challenges and opportunities for China, potentially impacting its market share in the region while also encouraging industrial upgrades and strategic cooperation [16][17] - China can leverage the demand for intermediate goods in Mercosur to strengthen its position in global supply chains and explore new cooperative models [18]

为市民与游客奉 上一场兼具地道 风味、源头优 品、文化体验、 暖心公益的新春 盛宴。 山海风物与时尚 潮流的碰撞，在 广州天河城购物 中心南广场率先 上演。1月30日 至31日，惠东主 题展区带来3D 四站联动惠享年 味 "广货行天 下・惠聚美 好"新春年货节 启动_南方+_南 方plus 1月28日至2月15 日，惠州市农业 农村局协同市商 务局、惠州日报 社、各有关县区 及相关行业协 会，推出"广货 行天下・惠聚美 好"新春年货节 系列活动。活动 响应农业农村 部"品特产・寻 年味"消费促进 活动和广东 省"广货行天 下"春季行动号 召，以"线上+线 下"融合的多元 场景，集中展销 超300种惠州特 色优势农产品， 打印女鞋、定制 高跟鞋等潮流尖 货，尽显"中国 时尚女鞋生产基 地"的产业实 力，并汇集"熙 荔"荔枝果醋、 马铃薯蛋糕、鹅 城岩茶等八十余 种农特产品，搭 配双月湾、海龟 湾的风光展示， 让湾区市民一站 式领略惠东的山 海魅力。 1月31日至2月8 日，惠州市桥东 街道九惠同心农 创园将化身一站 式年货采购大本 营。龙门年桔、 年年丰丝苗米、 鹏昌鸡蛋等本土 明星产品集中亮 相，暖心帮扶助 ...

Group 1 - The total value of goods trade in Liaoning Province reached 748.56 billion RMB, with exports hitting a record high of 407.73 billion RMB, reflecting an 8% year-on-year growth, which is 1.9 percentage points higher than the national average [1] - Mechanical and electrical products accounted for a significant portion of exports, totaling 206.36 billion RMB, also growing by 8%, indicating a shift towards higher value-added and technologically advanced products [1] - Labor-intensive products such as agricultural goods and clothing have also seen steady growth, supported by their quality, contributing to the overall positive trade performance [1] Group 2 - Private enterprises have become increasingly important, with import and export values reaching 390.35 billion RMB, a growth of 6.7%, and their share rising to 52.1% [2] - ASEAN remains the largest trading partner with a trade volume of 118.08 billion RMB and a high growth rate of 23.9%, while trade with Korea, Latin America, and Africa has also shown robust growth, particularly with Africa seeing a 39% increase [2] - Despite fluctuations in commodity prices leading to a decline in overall imports, there has been significant growth in the import of consumer goods like seafood, reflecting a demand for consumption upgrades and market vitality [2]

油料日报 | 2026-01-29 豆一供需僵持，花生震荡盘整 大豆观点 市场分析 期货方面，昨日收盘豆一2605合约4375.00元/吨，较前日变化+11.00元/吨，幅度+0.25%。现货方面，食用豆现货基 差A05+65，较前日变化-11，幅度32.14%。 市场资讯汇总：昨日东北大豆现货价格整体持稳。市场整体表现较为稳定，不过从贸易环节反馈来看，当前出货 节奏有所放缓，终端需求的释放力度仍需提升。现货方面：黑龙江哈尔滨市场国标一等蛋白39%蛋白中粒塔粮装车 报价2.22元/斤；黑龙江双鸭山宝清市场国标一等蛋白39%蛋白中粒塔粮装车报价2.20元/斤；黑龙江佳木斯富锦市 场国标一等蛋白39%蛋白中粒塔粮装车报价2.20元/斤；黑龙江齐齐哈尔讷河市场国标一等蛋白41%蛋白中粒塔粮装 车报价2.33元/斤；黑龙江黑河嫩江市场国标一等蛋白41%蛋白中粒塔粮装车报价2.35元/斤；黑龙江绥化海伦市场 国标一等蛋白41%蛋白中粒塔粮装车报价2.30元/斤。 昨日豆一期货主力合约价格窄幅震荡。近期国产大豆现货表现僵持，价格波动空间狭窄，期货虽有宽幅震荡但整 体中枢平稳。市场焦点转向后续需求释放情况，当前下游采购情绪 ...

广货行天 下！"中山香 农"将亮相上海 滩_南方+_南方 plus 上海的朋友，你 们的"年味雷 达"该响了！中 山的黄圃腊味、 小榄脆肉鲩、非 遗杏仁饼…即将 组团"空降"上 海！1月30日至2 月9日，"中山香 农"品牌将亮相 首届浦东中国年 味节，此外在1 月31日至2月2日 期间，品牌还将 同步参与"广货 行天下，中山百 货进上海"推广 活动。岭南年 味、限定福袋、 免费试吃…快来 赴约吧！ 风味，全面展现 中山农业特色。 现场还设有20款 产品试吃区，供 观众品鉴。 据了解，"中山 香农"是中山市 农业领域综合性 区域品牌，目前 已吸纳62家企 业、100个产 品，涵盖当地最 具代表性的特色 农产品。此次活 动响应"品特 产、寻年味"号 召，是"媒体 +"赋能农产品市 场建设、推 动"广货"走向更 广阔市场的一次 重要实践。 活动现场，"中 山香农"将携7家 龙头企业参展， 推出6大类、43 款主打产品，除 黄圃腊味、石岐 鸽、脆肉鲩等经 典特产外，亦包 含非遗糕点与火 龙果冻干等新式 部分"中山香农"农产品。 值得关注的是， 此次中山香农特 别推出 6 款新年 福袋礼盒装及春 夏秋冬四季限定 福袋 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - In the overseas market, the January FOMC meeting maintained the interest rate at 3.50%–3.75%. The Fed continued to purchase short - term bonds, and the balance sheet expanded. In the context of a weak US dollar and rising geopolitical risks, precious metals, industrial metals, and oil prices all showed upward trends. In the domestic market, A - shares fluctuated and closed higher, with funds flowing back to the dividend sector. The market was in a differentiated stage, and the medium - term trend was still positive [2][3]. - Precious metals continued to soar, and the gold - silver ratio was expected to recover from a low level. Copper prices were expected to remain volatile at a high level in the short term, and aluminum prices reached a new high. Alumina was expected to rebound in the short term, and cast aluminum was expected to follow the upward trend. Zinc prices were expected to be volatile and slightly stronger, while lead prices were expected to consolidate at the integer - level mark. Tin prices were expected to be volatile at a high level. Steel products and iron ore were under pressure, and coking coal and coke futures rebounded. Bean and rapeseed meal were expected to be volatile and stronger, and palm oil was expected to be volatile and slightly stronger [4][6][8][10][11][12][14][16][17][19][20][21][23]. Summary by Related Catalogs Macroeconomy - Overseas: The January FOMC meeting maintained the interest rate at 3.50%–3.75% with a 10:2 vote. Most members adhered to data - dependence and policy observation. The Fed continued to purchase $40 billion of short - term bonds per month, and the balance sheet expanded until at least April. Powell emphasized the marginal stability of the economy, and the weak US dollar and rising geopolitical risks drove up the prices of precious metals, industrial metals, and oil [2]. - Domestic: A - shares fluctuated and closed higher on Wednesday. Funds returned to the dividend sector, and the two - market trading volume rebounded to 2.99 trillion yuan. The margin trading scale remained above 2.7 trillion yuan. The market was in a differentiated stage, and the medium - term trend was positive [3]. Precious Metals - Prices continued to rise strongly. COMEX gold futures exceeded $5400 per ounce, and COMEX silver futures approached $120 per ounce. Geopolitical tensions and economic uncertainties led investors to seek refuge in gold. The Fed's interest - rate decision was in line with expectations, and concerns about silver delivery risks also boosted silver prices. The gold - silver ratio was expected to recover from a low level [4][5]. Copper - Shanghai copper's main contract fluctuated and declined, while LME copper was strongly volatile above $13,000. Domestic spot trading was poor, and inventories increased. The Fed's neutral policy stance was considered appropriate. The weak US dollar boosted copper prices. In the short term, copper prices were expected to remain volatile at a high level, and precious metals would drive up the copper price center in the medium term [6][7]. Aluminum - Shanghai aluminum's main contract closed at 25,640 yuan/ton, up 5.75%. LME aluminum closed at $3263.5/ton, up 1.59%. Geopolitical risks in Iran and capital inflows pushed up aluminum prices. However, short - term capital overheating and the seasonal off - season in consumption led to large price fluctuations. Investors were advised to be cautious when chasing high prices [8][9]. Alumina - The main futures contract closed at 2811 yuan/ton, up 2.27%. The overall strength of the aluminum sector improved the market sentiment of alumina. The supply pressure was slightly relieved due to factory maintenance. It was expected to rebound in the short term, but the upward space was limited [10]. Cast Aluminum - The main futures contract closed at 23,785 yuan/ton, up 3.35%. The rapid rise of primary aluminum drove up the price of cast aluminum futures. The supply of scrap aluminum decreased, and the cost support increased. It was expected to follow the upward trend [11]. Zinc - Shanghai zinc's main contract was volatile and slightly stronger. The market risk preference remained high, and rising natural gas prices and low processing fees supported zinc prices. It was expected to be volatile and slightly stronger, but there was a risk of correction [12][13]. Lead - Shanghai lead's main contract was in a narrow - range shock. Due to heavy pollution and losses, smelters' production cuts increased, but the terminal consumption was weak, and social inventories increased. It was expected to consolidate at the integer - level mark [14][15]. Tin - Shanghai tin's main contract was in a sideways shock. The impact of Indonesia's expected increase in the minimum tin ore purchase price was limited. The raw material supply was tight, and downstream demand was weak. It was expected to be volatile at a high level [16]. Steel Products (Screw and Coil) - Steel futures fluctuated and rebounded. Steel mills' maintenance increased, and the supply pressure decreased. The demand was weak, and the market entered the inventory - accumulation stage. It was expected to remain volatile at a low level, and attention should be paid to inventory and policy changes [17][18]. Iron Ore - Iron ore futures were under pressure. The implementation of the steel export license policy might lead to a 15% - 20% decline in steel exports in the first quarter of 2026. The supply was strong, and the demand was weak. It was expected to be under pressure [19]. Coking Coal and Coke (Double - Coking) - Coking coal and coke futures rebounded. The first round of coke price hikes was basically implemented, and the profit of coke enterprises was repaired. The supply of coke decreased due to environmental protection, and the demand was weak. It was expected to be volatile in the short term [20]. Bean and Rapeseed Meal - Bean and rapeseed meal futures were stronger. The dry and hot weather in Argentina affected crop growth, and the domestic pre - holiday stocking and declining inventories supported prices. It was expected to be volatile and stronger [21][22]. Palm Oil - Palm oil futures were slightly stronger. The Fed paused interest - rate cuts, and rising oil prices and the expected decrease in palm oil production and increase in demand supported palm oil prices. It was expected to be volatile and slightly stronger [23][24]. Metal Trading Data - The report provided the closing prices, price changes, price change percentages, trading volumes, and open interest of various metal futures contracts such as copper, aluminum, zinc, lead, nickel, tin, etc., on the previous trading day [25]. Industrial Data - The report presented detailed industrial data of copper, nickel, zinc, lead, aluminum, alumina, tin, precious metals, steel products, iron ore, coking coal, coke, lithium carbonate, industrial silicon, and bean and rapeseed meal, including prices, inventories, spreads, etc. [26][28][29][30][31]

格隆汇1月29日｜近期农业产业链也迎来涨价上涨，豆粕ETF(159985)涨1.7%，冲击两连阳，农业ETF华 夏(516810)小幅上涨0.11%。 消息面上： 太平洋证券指出，近期我国养猪行业产能持续去化，，预计在"疫情风险上升+政策施压"的多重压力 下，养猪业产能有望继续去化。白鸡行业产能水平较高，鸡价中期或继续震荡；种植产业链上，粮价各 品种近期震荡上涨，中期在国内外因素支撑下有望趋势性上涨，并有利于种子价格上涨。 相关产品： 国内农产品商品型ETF的独苗：豆粕ETF(159985)是唯一跟踪大商所豆粕期货价格指数的ETF，上游大豆 和下游猪肉市场供需及价格波动对豆粕价格的影响较大，支持T+0交易，该ETF从去年8月26起连续104 个交易日"吸金"。场外联接基金(A类: 007937，C类:007938)。 养殖与农资双轮驱动：农业ETF华夏(516810)，农林牧渔+基础化工占比超90%，权重股包括牧原股份 （生猪养殖龙头）、温氏股份（肉鸡、生猪养殖）、海大集团（饲料+养殖）和藏格矿业（钾肥+锂资 源）。该ETF连续三日获资金净申购。 ①阿根廷大豆产区持续高温干旱，威胁大豆作物生长，同时春节终端消 ...

1. Report Industry Investment Ratings No relevant information provided in the reports. 2. Core Views of the Reports Oils and Fats Industry - Palm oil: Market will focus on inventory impact on the market. If inventory decline is less than expected, Malaysian palm oil may end its rally and face downward pressure. It maintains a near - strong, far - weak pattern. - Soybean oil: Market speculates on potential policy announcements that could boost export demand. Domestic downstream demand is weak due to rapid price increases. - Rapeseed oil: Influenced by strong external markets, domestic prices maintain an upward trend [1]. Cotton Industry - ICE US cotton maintains a low - level震荡 pattern. Domestic cotton prices are expected to be 震荡 - strong in the short term, supported by high cotton consumption in the downstream and the expected adjustment of planting area in 2026 [2]. Sugar Industry - ICE raw sugar maintains a 震荡 pattern. Brazil's sugar production in late December decreased year - on - year, but the cumulative production increased. Thailand's sugar - crushing season is slow. Domestic sugar prices are weak, but cost and market sentiment provide some support [3]. Jujube Industry - The jujube spot market has weak trading, with prices stabilizing. Some traders offer discounts, and small factories stop production, supporting prices. The futures market is in a low - valuation range, and attention should be paid to pre - Spring Festival trading and inventory [5]. Apple Industry - Driven by pre - holiday demand, market sentiment improves, but the inventory reduction progress is slow. High prices and competition from other fruits may suppress consumption. Attention should be paid to post - holiday inventory [7]. Corn Industry - In the short term, the corn fundamental situation changes little, with support at the bottom and pressure at the top. Prices are stable, and attention should be paid to enterprise stocking and policy [9]. Pig Industry - The spot price of pigs is 震荡 - weak, with increasing supply. The futures price is also weak. The market is expected to remain in a bottom - range 震荡 pattern [11]. Meal Industry - US soybeans have strong support. The domestic spot market is loose, with high inventory. The market is expected to be 震荡 before the festival, and attention should be paid to macro - sentiment [16]. Egg Industry - Egg prices have risen, leading to profitability in egg - chicken farming. Supply is stable, but demand may weaken as pre - holiday stocking nears completion. Attention should be paid to the digestion of high - price eggs [19]. 3. Summary According to Relevant Catalogs Oils and Fats Industry - **Prices**: On January 28, soybean oil, palm oil, and rapeseed oil prices had varying degrees of change. For example, the price of soybean oil in Jiangsu increased by 70 yuan to 8670 yuan, with a growth rate of 0.81% [1]. - **Spreads**: The spreads between different varieties and contracts also changed, such as the soybean - palm oil spread and the inter - monthly spreads of each variety [1]. - **Inventory**: The inventory of palm oil, soybean oil, and rapeseed oil in China showed different trends [1]. Cotton Industry - **Futures Market**: On January 29, the prices of cotton 2605 and 2609 increased, and the ICE US cotton price also rose [2]. - **Spot Market**: The prices of Xinjiang - arrival cotton and CC Index decreased slightly [2]. - **Industrial Situation**: The inventory of some regions decreased, while the industrial inventory and some import - related inventories increased [2]. Sugar Industry - **Futures Market**: The prices of sugar 2605 and 2609 rose slightly, and the ICE raw sugar price also increased [3]. - **Spot Market**: The prices in Nanning and Kunming remained unchanged, and the basis decreased [3]. - **Industrial Situation**: The cumulative production and sales of sugar in the country and Guangxi decreased year - on - year, while the industrial inventory increased [3]. Jujube Industry - **Futures Market**: The prices of jujube 2605, 2607, and 2609 had small changes, and the spreads between contracts also changed [5]. - **Spot Market**: The prices of Cangzhou's special - grade, first - grade, and second - grade jujubes had different trends, and the basis changed [5]. - **Inventory**: The number of warehouse receipts and effective forecasts decreased slightly [5]. Apple Industry - **Futures Market**: The prices of apple 2605 and 2610 increased, and the basis decreased [7]. - **Spot Market**: The arrival volume of fruit wholesale markets increased, and the national cold - storage inventory decreased [7]. - **Profit**: The disk profit decreased [7]. Corn Industry - **Futures Market**: The price of corn 2603 decreased, and the basis and spreads also changed [9]. - **Spot Market**: The prices of Jinzhou Port and Shekou Port had different trends, and the import profit increased [9]. - **Inventory**: The inventory of corn starch and corn had different trends, and the number of warehouse receipts increased [9]. Pig Industry - **Futures Market**: The prices of pig 2605 and 2603 had small changes, and the spreads between contracts decreased [11]. - **Spot Market**: The spot prices in different regions decreased, and the slaughter volume and white - strip price increased [11]. Meal Industry - **Prices**: The prices of soybean meal, rapeseed meal, and soybeans in different regions and contracts had different trends [16]. - **Spreads**: The spreads between different varieties and contracts, such as the soybean - rapeseed meal spread and the inter - monthly spreads, changed [16]. - **Inventory**: The inventory of soybeans and soybean meal decreased, but the absolute inventory was still high [16]. Egg Industry - **Futures Market**: The prices of egg 03 and 04 contracts had different trends, and the basis increased [19]. - **Spot Market**: The prices of eggs, egg - chicken seedlings, and culled chickens increased, and the egg - feed ratio also increased [19]. - **Supply and Demand**: Egg production is stable, and demand may weaken as pre - holiday stocking nears completion [19].