瑞达期货研究院 「2025.12.12」 红枣市场周报 研究员：王翠冰 期货从业资格号F03139616 期货投资咨询从业证Z0021556 取 更 多 资 讯 关 注 我 们 获 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、期权市场及期股关联 「 周度要点小结」 行情回顾：本周郑枣主力合约价格下跌，周度跌幅约4.24%。 行情展望：随着新枣采收的进行，各产区产量逐渐趋于明朗。据 Mysteel 农产品 调研数据统计，截止2025年12月11日红枣本周36家样本点物理库存在15790吨， 较上周增加1880吨，环比增加13.52%，同比增加22.01%，样本点库存环比增加。 2025产季灰枣收购结构分散，大型企业收购周期有限，部分大型企业未进行采 收，多数货源集中在内地中小客商手中。陈枣结转库存叠加新季供应，整体红 枣供应面偏宽松，下游消费缺乏亮点，深加工及终端市场难有明显增量，距离 春节尚有2个月时间，关注旺季消费情况。 「 期现市场情况」 本周红枣期货价格走势 未来交易提示： 1、现货价格2、消费端 3 图1、郑枣主力合约价格走势 来源：郑商所 瑞达期货研究院 本周郑枣26 ...

瑞达期货研究院 「2025.12.12」 菜籽类市场周报 海关严查非转进口 推动菜油低位反弹 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 取 更 多 资 讯 联系电话：0595-86778969 关 注 我 们 获 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 Ø 菜油： 3 Ø 行情回顾：本周菜油期货先跌后涨，05合约收盘价9347元/吨，较前一周-60元/吨。 Ø 行情展望：加拿大统计局报告显示，全国油菜籽产量增长13.3%至2,180万吨，高于统计局9月公 布的2003万吨，也高于市场此前预期的2125万吨。且本年度加菜籽出口明显下滑，继续牵制期市 场价格。不过德国终止了将"先进"废燃料重复计入生物燃料原料的规定，这为菜籽油提供了更 明确的替代空间，提振菜油生柴消费。其它方面，MPOB报告显示，11月底马棕库存较上月增加 13.04%至284万吨，高于市场预估的266万吨。且前10日马棕出口仍呈现下滑状态，出口依然偏 弱，拖累马棕回落。关注季节性减产的兑现程度。国内方 ...

Group 1 - The core viewpoint indicates that the price of rapeseed meal has strengthened, with spot prices in Guangxi rising by 30 to 2500 yuan/ton [1] - As of December 12, the national rapeseed meal prices vary by region, with prices ranging from 2410 to 2640 yuan/ton depending on the market [2] - The futures market shows that the main rapeseed meal contract closed at 2347.00 yuan/ton on December 12, with a daily trading volume of 293,158 contracts [2] Group 2 - As of week 49, the inventory of imported rapeseed meal in South China is 234,000 tons, a decrease of 9,000 tons from the previous week [2] - The top 20 futures companies hold a total of 438,500 long positions and 514,400 short positions in rapeseed meal, resulting in a net position of -75,900 contracts, an increase of 13,200 contracts from the previous day [3] - Analysis from Ruida Futures indicates that trade negotiations between China and Canada have not yet resolved tariff issues on canola seeds, leading to tight supply conditions [4]

Core Insights - Shandong Province is making significant progress in agricultural modernization and rural revitalization during the "14th Five-Year Plan" period, with notable achievements in various sectors [1][6] Agricultural Production - The total output value of agriculture, forestry, animal husbandry, and fishery in Shandong is projected to reach 1.28 trillion yuan in 2024, a 24.3% increase from the end of the "13th Five-Year Plan" [1] - The added value of the primary industry is expected to be 661.69 billion yuan, up 21.3% from the previous period [1] - Total grain production is anticipated to be 114.2 billion jin, reflecting a 4.8% increase [1] - Agricultural product exports are forecasted to total 164.82 billion yuan, marking a 31.1% growth [1] - Per capita disposable income for rural residents is projected at 25,257 yuan, a 34.7% increase [1] Rural Development Initiatives - Shandong is implementing the "Ten Thousand Projects" experience, focusing on tailored development based on local needs, with 2,070 construction areas initiated, covering over 18,000 administrative villages [2] - The province is promoting a "1+4" agricultural production system, enhancing major grain and oil crop yields while developing four key sectors: facility agriculture, animal husbandry, marine fisheries, and saline-alkali land utilization [2] Industry Growth - The number of national leading enterprises in agriculture has reached 151, with over 11,600 regulated agricultural product processing enterprises, leading the nation in scale and capacity [3] - Shandong has developed a "13+N" industry cultivation system, with 10 national advantageous characteristic industry clusters and 19 national modern agricultural parks [3] Technological Advancements - The coverage rate of major crop varieties has increased to over 98%, and the comprehensive mechanization rate for farming has reached 91.7%, both exceeding national averages [4] - Digital agriculture initiatives, including the "Qilu Agricultural Cloud" and various digital platforms, are being implemented to enhance agricultural efficiency [4] Social Welfare and Poverty Alleviation - Rural infrastructure has improved significantly, with a rural road network of 266,000 kilometers and sanitation facilities widely adopted [5] - Shandong has successfully maintained a stable poverty alleviation status, with 917,000 individuals benefiting from poverty alleviation policies [5] Future Outlook - The province aims to continue advancing agricultural modernization and rural revitalization, contributing to the broader goals of China's modernization efforts [6]

"四项机制"实施以来成效显著：利益联结让小农户融入产业链，"有活干、有钱赚"；产销对接助力六盘 山农特产品进入全国80多个大中城市，销往40多个国家和地区；要素配置聚焦产业链薄弱环节，通过整 合资源补齐短板；经营主体培育推动一批加工企业成长壮大，带动农产品加工转化率从2023年的59%提 升至目前的67%。2024年，固原农村居民人均可支配收入增长7.6%，今年前三季度增长6.4%，增速均居 宁夏首位。 固原市委书记滑志敏表示，"四项机制"在巩固优势、破除瓶颈、补强短板上已初见成效，但整体仍处于 初级阶段，产业联农带农仍面临"小、散、弱、低"等问题。下一步，固原市将继续完善"四项机制"，将 其作为构建现代农业体系的关键举措，促进欠发达地区后发优势与全国大市场有效衔接，走稳走实共同 富裕之路。 为此，固原市坚持问题导向，立足资源禀赋，围绕产业联农带农，探索建立并持续完善利益联结、产销 对接、要素配置、经营主体培育"四项机制"，有效激发乡村产业活力，带动农民稳定增收，为乡村振兴 注入持续动力。 固原市在实践中形成联农带农"1+N"模式。"1"指以"四项机制"为总抓手，推动农民增收、产业发展与城 乡融合；"N"指结 ...

证券日报网讯12月12日，永顺泰（001338）在互动平台回答投资者提问时表示，公司的麦芽产品对运输 具有一定要求，因此相应存在一定的经济运输半径。为此，公司结合所处地区的需求量，在全国布局了 5家生产基地，基本能够覆盖国内啤酒消费较多的地区。未来公司将根据发展战略需求，适时安排产能 结构的进一步优化和产能布局的进一步完善，以更好地满足客户需求。 ...

在全面贯彻党的二十届四中全会精神、奋力推进"十五五"规划落地实施的关键时期,国有企业作为国民 经济的重要支柱,肩负着推动区域发展、引领产业升级、助力乡村振兴的时代重任。济阳区产发集团紧 跟时代步伐,深入落实区委区政府工作要求,锚定"强理论、精主业、兴产业、促改革"核心任务,在学习型 国企建设、产业基金运作、农产品深加工等领域精准发力,以敢闯敢试的改革精神和求真务实的实干作 风,在深化国企改革的浪潮中勇立潮头,为济阳区经济社会高质量发展注入了源源不断的国企动能。 通讯员 于洋 建强学习型国企:以知识赋能筑牢人才根基 在学习内容的设置上,集团做到了政治理论与业务技能并重、政策法规与行业动态兼顾。党的创新理论 是国企发展的"定盘星",集团将二十届四中全会精神、国企改革等相关政策文件作为必学内容,引导干部 职工深刻领会国家战略部署,不断增强政治判断力、政治领悟力、政治执行力。同时,紧扣集团业务发展 需求,将行业前沿动态、岗位专业技能、集团规章制度等纳入学习范畴,涵盖资本运作、项目管理、风险 防控、农产品加工技术等多个领域,让干部职工在学习中补齐能力短板。 常态化的学习机制带来了显著成效。如今的济阳区产发集团,"比学赶 ...

记者从中国农业科学院获悉，中国农业科学院农产品加工研究所肉品科学与营养工程创新团队近日成功 研发了一种新型羊肉产地精准溯源方法。该方法将定量蛋白质组学技术与可解释机器学习相结合，实现 了对羊肉产地的准确、可靠判别。 羊肉产地标识的真实性，既关系消费者权益，也影响着地理标志产品的品牌声誉。研发快速、准确的产 地溯源技术尤为关键。 据介绍，这项研究以甘肃、宁夏和内蒙古三大主产区的滩羊肉为研究对象，分析了不同产区羊肉的蛋白 质组成及含量差异，共鉴定出3790种蛋白质。通过特征筛选方法，进一步优选出16个具有产地指示潜力 的候选蛋白质，并通过机器学习算法，最终构建了包含14个蛋白质标志物的逻辑回归模型。模型在测试 中实现了100%的产地分类准确率，表现出较高的精确度和通用性。 《食品化学》期刊日前发表了这项研究成果。业内人士认为，这一研究成果为羊肉产地标识监管与地理 标志保护提供了一种新的技术路径。 （文章来源：新华社） ...

农产品日报 | 2025-12-12 当前供需格局并未出现转变，油厂开工率维持高位，大豆及豆粕库存持续累库，政策端稳定之后，暂无突发新闻 刺激豆粕市场，因此整体豆粕价格同样以震荡运行为主。当前美豆进口成本依旧偏高，未来需重点关注美豆的进 口情况以及新季南美产区的天气情况。 供需格局延续，豆粕延续震荡 粕类观点 策略 市场要闻与重要数据 谨慎偏空 期货方面，昨日收盘豆粕2605合约2750元/吨，较前日变动-4元/吨，幅度-0.15%；菜粕2605合约2323元/吨，较前日 变动-6元/吨，幅度-0.26%。现货方面，天津地区豆粕现货价格3090元/吨，较前日变动+30元/吨，现货基差M05+340， 较前日变动+34；江苏地区豆粕现货3040元/吨，较前日变动+10元/吨，现货基差M05+290，较前日变动+14；广东 地区豆粕现货价格3050元/吨，较前日变动跌+20元/吨，现货基差M05+300，较前日变动+24。福建地区菜粕现货价 格2550元/吨，较前日变动+10元/吨，现货基差RM05+227，较前日变动+16。 风险 近期市场资讯，12月10日，美国农业部发布的月度油籽压榨报告显示，美国2025年 ...

Core Insights - The 2025 Guangdong Agricultural Enterprises Brand Value Top 50 list was officially released, showcasing a total brand value of 259.195 billion yuan, reflecting a steady growth from 257.224 billion yuan in 2024 [9][10]. Group 1: Top Performers - Leading companies include Foshan Haitian (57.192 billion yuan), Wen's Food (49.158 billion yuan), and Guangdong Haida (38.765 billion yuan), maintaining their positions in the top three for two consecutive years [11][12]. - Other notable companies in the top ten are Shenzhen Baiguoyuan (20.304 billion yuan), Guangzhou Qian Dama (18.335 billion yuan), and Guangdong Hengxing Group (9.415 billion yuan) [12][13]. Group 2: Emerging Brands - Young brands such as Guangdong Kuaishu Group, Rontong Agriculture, and Jun Chuang Group have rapidly increased their brand values, surpassing 100 million yuan, leveraging social media and digital technologies to connect with consumers [17][18][19]. Group 3: Evaluation and Impact - This is the second year of the Guangdong Agricultural Enterprises Brand Value Top 50 evaluation, which has gained significant attention and media coverage, becoming a key reference for observing the development of the agricultural sector in Guangdong [20][24]. - The evaluation committee, composed of branding experts and industry leaders, has positioned the list as an authoritative certification in the AI digital era [25]. Group 4: Key Trends - The list highlights three significant trends: 1. Technological innovation is crucial for reshaping agricultural brand value, with many companies enhancing product quality and production efficiency [30]. 2. Sustainable development principles are increasingly integrated into core business strategies, reflecting active exploration in this area [31]. 3. Brand narratives are evolving from functional descriptions to deeper emotional connections with consumers, enhancing brand affinity and influence [32]. Group 5: Event Significance - The release of the list coincided with the Greater Bay Area Agricultural Products Trade Fair, providing a platform for brand showcasing and industry collaboration, thus promoting high-quality development in Guangdong's agricultural sector [34][36].