聚焦产业集群化，构建四大加工产业矩阵。泗水县积极发挥龙头企业"头雁"引领作用，推进龙头企业强 力带动特色产业发展格局，加工产业集群效应持续显现，形成了以利丰食品为龙头的薯类及淀粉制品、 以锦川食品为龙头的粮油及休闲制品、以鸿润食品为龙头的肉禽制品、以娃哈哈为龙头的矿泉水及果蔬 饮料制品为主导的四大类农产品加工产业集群。泗水县休闲食品生产基地被评为省级食品特色优势基 地，泗水县成功入选山东省预制菜产业高质量发展重点县，利丰食品、锦川花生4款产品成功纳入省级 特色优质食品目录，华颂、无穷同时入选省预制菜重点项目，为泗水县百亿级食品产业集群打造奠定了 坚实基础。 泗水县钟灵毓秀、泉多景美，地优田良，素有"中国泉乡""海岱名川"之美誉；泗水农产品天然根植绿色 基因，蕴含山水之灵，是中国"优质地瓜原产地""优质花生之乡"。近年来，泗水县立足县域优势，以农 产品加工业为核心抓手，走出了一条"龙头引领、园区承载、链条延伸、品牌赋能"的特色发展之路，推 动产业链相加、价值链相乘、供销链相通、利益链相连，农产品加工业取得了高质量发展。先后评为山 东省农产品加工示范县、省级特色食品产业集群，连续三届获评"全国食品工业强县"。 聚 ...

Group 1 - Daqing's agricultural product processing industry is experiencing high-quality development, with a projected revenue of 25.17 billion yuan in 2024 [1] - Lin Dian Wang Shi Food Processing Co., Ltd. has transformed from selling raw grains to producing pancakes, effectively mitigating market risks associated with grain sales [1] - The company operates five production lines, capable of producing 470-500 jin (approximately 235-250 kg) of pancakes daily, with sales covering the entire country [1] Group 2 - Daqing has established a significant rice and corn processing industry, with 31 large-scale rice processing enterprises and an annual processing capacity of 1.45 million tons [2] - Zhaoyuan rice has become one of the first geographical indications recognized by China and the EU, contributing to regional economic development [2] - The corn processing sector is also growing, with 10 large-scale enterprises and a notable output from Yipin, which has maintained over 4 billion yuan in revenue for three consecutive years [2] Group 3 - The dairy and meat industries in Daqing are thriving, with major companies like Yili and Mengniu leading the market [3] - Lin Dian County ranks among the top in dairy processing at the county level, while the meat industry is supported by a comprehensive supply chain from breeding to processing [4] - Daqing is developing a diversified agricultural industry system focusing on four main industries (dairy, meat, corn, rice) and eight specialty industries, enhancing the region's economic growth [4]

Core Viewpoint - The article discusses the promotion of Guangxi agricultural products in the Guangdong-Hong Kong-Macao Greater Bay Area through the "Yue Trade National · Rural Revitalization" initiative, aiming to enhance brand value and optimize the supply chain for these products [6][19][20]. Group 1: Event Overview - The "Yue Trade National · Rural Revitalization" quality agricultural product promotion event for Guangxi agricultural products was held in Huadu District, Guangzhou [6][19]. - Key officials from Guangdong and Guangxi attended the event, including representatives from the Guangdong Provincial Department of Agriculture and Rural Affairs and the Guangxi Zhuang Autonomous Region [3][4][5]. Group 2: Market Integration Strategy - A clear pathway is emerging for Guangxi's quality agricultural products to reach consumers in the Greater Bay Area through market-driven and sustainable methods [7][8]. - The initiative aims to break the barriers faced by Guangxi farmers, who often struggle with low prices and sales difficulties [15][16]. Group 3: Challenges and Solutions - Guangxi agricultural products are recognized for their quality, but issues such as brand absence and supply chain weaknesses hinder their market value [11][12][13]. - The event aims to explore solutions to these challenges by facilitating cooperation between Guangdong and Guangxi, enhancing brand recognition, and optimizing supply chains [20][21]. Group 4: Implementation and Expected Outcomes - The "Yue Trade National · Rural Revitalization" initiative is a collaborative effort involving six provincial units in Guangdong, aiming to create a trading volume of hundreds of billions [22][23]. - The program will leverage Guangdong's market reach and agricultural distribution system to showcase and sell Guangxi's quality products through both online and offline channels [24][25]. Group 5: Future Collaboration - The event serves as a platform for showcasing Guangxi agricultural products and building bridges for cooperation between Guangdong and Guangxi [37][38]. - Future efforts will focus on innovative models such as "Guangxi raw materials + Greater Bay Area deep processing + Yue Trade brand return sales" to enhance the added value and market share of Guangxi agricultural products [48][49].

Core Points - The five-year wheat import agreement between Indonesia and the United States represents a significant breakthrough in their trade relationship, with Indonesia committing to import at least 1 million tons of wheat annually, valued at approximately $1.25 billion [1][3] - This agreement reflects Indonesia's strategic response to the pressure of high tariffs imposed by the U.S., aiming to reduce its trade deficit with the U.S. and secure a more favorable trade environment [3][4] - The deal highlights the complexities of global supply chains and the geopolitical dynamics at play, as Indonesia seeks to balance its agricultural needs with the implications of increased reliance on U.S. agricultural products [6][9] Trade Dynamics - The agreement is seen as mutually beneficial, ensuring a stable market for U.S. wheat farmers while addressing Indonesia's domestic demand for flour [3][4] - Indonesia's trade deficit with the U.S. reached $17.9 billion last year, increasing by 5.4%, prompting the U.S. to impose higher tariffs [3][4] - By committing to increase imports of U.S. agricultural products, Indonesia aims to mitigate the impact of tariffs and improve its trade balance with the U.S. [4][7] Agricultural Implications - Indonesia's commitment to import 1 million tons of wheat annually poses potential risks to its local agricultural policies and independence, as it increases reliance on global supply chains [6][9] - The agreement enhances the U.S.'s control over the global agricultural market, particularly in Southeast Asia, reinforcing its position as a leading agricultural exporter [6][9] - The deal serves as a reminder of the volatility in global food markets, influenced by factors such as climate change and pandemics, highlighting the importance of trade agreements for supply chain security [9] Diplomatic Strategy - Indonesia's diplomatic approach reflects a balance of flexibility and caution, as it navigates the pressures of U.S. tariffs while seeking to maintain its competitive edge in the global market [7][9] - The agreement does not resolve all trade issues between Indonesia and the U.S., and the long-term sustainability of this balance remains a critical concern [7][9] - Indonesia's strategy of expanding imports to negotiate better tariff conditions illustrates its adaptive response to the challenges posed by global economic competition [7][9]

豆菜粕4月后日K线走势 交易咨询业务资格：证监许可【2012】1091号 外强内弱，粕类区间震荡等待指引 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 外强内弱，粕类区间震荡等待指引 一.中美贸易谈判和美豆生长天气 二.国内粕类供需基本面分析 三.粕类短期区间震荡等待指引 美豆4月后和ICE油菜籽2月后日K线走势 一 .中美贸易谈判和美豆生长天气 • 1.中美贸易谈判有一定进展； • 2.特朗普全球关税战注定一波三折； • 3.美豆生长天气短期良好但仍有变数。 1.中美贸易谈判有一定进展； • 中国正依法依规审批符合条件的管制物项出口许可申请。 6月松绑稀土出口至美国的管制，但并未公布取消。 • 美国 5 月 23 日几家芯片设计软件公司—Siemens AG、 Synopsys 和 Cadence获得许可证才能向 ...

1. Report Industry Investment Ratings No industry investment ratings are provided in the report. 2. Core Views - Palm oil: The fundamental contradictions are not obvious, and it is greatly affected by international oil prices [2][4]. - Soybean oil: There is insufficient speculation on US soybean weather, lacking driving forces [2][4]. - Soybean meal: Due to trade concerns and the decline of US soybeans, Dalian soybean meal may fluctuate weakly [2][15]. - Soybean: Affected by the weak atmosphere in the surrounding market, the market may fluctuate weakly [2][15]. - Corn: It will fluctuate weakly [2][18]. - Sugar: It will be range - bound [2][21]. - Cotton: Attention should be paid to US tariff policies and their impacts [2][24]. - Eggs: The expectations are running ahead, and the reality is following [2][28]. - Live pigs: Attention should be paid to the sentiment of the new round of speculative realization [2][30]. - Peanuts: There is support at the bottom [2][35]. 3. Summary by Related Catalogs 3.1 Palm Oil, Soybean Oil, and Rapeseed Oil - **Fundamental Data**: Palm oil's daily - session closing price was 8,466 yuan/ton with a - 0.07% change, and the night - session closing price was 8,482 yuan/ton with a 0.19% change. Soybean oil's daily - session closing price was 7,894 yuan/ton with a - 0.63% change, and the night - session closing price was 7,870 yuan/ton with a - 0.30% change. Rapeseed oil's daily - session closing price was 9,548 yuan/ton with a - 0.61% change, and the night - session closing price was 9,492 yuan/ton with a - 0.59% change [4]. - **Macro and Industry News**: From July 1 - 5, Malaysia's palm oil exports were 213,055 tons, a 31.59% increase from the same period last month. Indian officials called for an increase in palm oil import tariffs and a minimum guaranteed price. Up to 500 million tons of palm - based residues and biomass in Southeast Asia can be used to produce sustainable aviation fuel [5][8]. - **Trend Intensity**: The trend intensity of palm oil and soybean oil is 0 [13]. 3.2 Soybean Meal and Soybean - **Fundamental Data**: DCE soybean 2509's daily - session closing price was 4079 yuan/ton with a - 54 (- 1.31%) change, and the night - session closing price was 4073 yuan/ton with a - 18 (- 0.44%) change. DCE soybean meal 2509's daily - session closing price was 2937 yuan/ton with a - 25 (- 0.84%) change, and the night - session closing price was 2933 yuan/ton with a - 15 (- 0.51%) change [15]. - **Macro and Industry News**: As of July 6, 2025, the good - to - excellent rate of US soybeans was 66%, the same as expected and the previous week, and lower than 68% in the same period last year. Brazil exported 1,917,950.97 tons of soybeans in the first week of July. Argentina will export 30,000 tons of soybean meal to China for the first time. On July 7, CBOT soybean futures closed at a two - week low due to favorable weather in the US Midwest and trade concerns [9][15][17]. - **Trend Intensity**: The trend intensity of soybean meal and soybean is - 1 (only referring to the price fluctuations of the main - contract futures on the day - session of the reporting day) [17]. 3.3 Corn - **Fundamental Data**: The closing price of C2509 was 2,326 yuan/ton with a - 1.36% change, and the night - session closing price was 2,321 yuan/ton with a - 0.21% change. The closing price of C2511 was 2,283 yuan/ton with a - 0.91% change, and the night - session closing price was 2,378 yuan/ton with a 4.16% change [18]. - **Macro and Industry News**: The northern corn collection and port prices remained stable, while the prices in Northeast China and North China mostly declined. The prices of imported sorghum and barley were also reported [19]. - **Trend Intensity**: The trend intensity of corn is 0 [20]. 3.4 Sugar - **Fundamental Data**: The raw sugar price was 16.25 cents/pound with a - 0.12 change. The mainstream spot price was 6050 yuan/ton with a - 20 change. The futures main - contract price was 5754 yuan/ton with a - 15 change [21]. - **Macro and Industry News**: Pakistan approved the import of 500,000 tons of sugar. Brazil's exports in June increased by 5% year - on - year. China imported 350,000 tons of sugar in May. CAOC estimated the domestic sugar production, consumption, and import volume for the 24/25 and 25/26 seasons. ISO estimated a global sugar supply shortage of 5.47 million tons in the 24/25 season [21][22]. - **Trend Intensity**: The trend intensity of sugar is 0 [23]. 3.5 Cotton - **Fundamental Data**: The closing price of CF2509 was 13,760 yuan/ton with a - 0.15% change, and the night - session closing price was 13720 yuan/ton with a - 0.29% change. The closing price of CY2509 was 19,955 yuan/ton with a - 0.22% change, and the night - session closing price was 19910 yuan/ton with a - 0.23% change [24]. - **Macro and Industry News**: The cotton spot trading was mostly sluggish, and the cotton yarn market was still dull. ICE cotton futures fell nearly 1% due to concerns about US tariff policies and good growth conditions of US cotton [25]. - **Trend Intensity**: The trend intensity of cotton is 0 [27]. 3.6 Eggs - **Fundamental Data**: The closing price of eggs 2508 was 3,449 yuan/500 kilograms with a - 3.74% change. The closing price of eggs 2510 was 3,360 yuan/500 kilograms with a - 1.81% change [28]. - **Trend Intensity**: The trend intensity of eggs is 0 [28]. 3.7 Live Pigs - **Fundamental Data**: The Henan spot price was 14980 yuan/ton with a - 200 change. The futures price of live pigs 2509 was 14245 yuan/ton with a - 60 change [31]. - **Market Logic**: The current market has entered the expected trading stage. The expected state reserve purchase has driven the formation of a policy - bottom sentiment. The consistent bullish expectation from July to August has driven the near - end sentiment. The spot price has continued to strengthen, and the futures market has repaired the basis. However, the futures price has offered hedging profits, increasing the game. The large number of piglets sold by group farms in the first quarter will start to be slaughtered in July. Attention should be paid to the subsequent spot performance. The support level of the LH2509 contract is 13,000 yuan/ton, and the resistance level is 14,500 yuan/ton [33]. - **Trend Intensity**: The trend intensity of live pigs is 0 [32]. 3.8 Peanuts - **Fundamental Data**: The price of Liaoning 308 common peanuts was 9,000 yuan/ton with a - 100 change. The closing price of PK510 was 8,098 yuan/ton with a - 1.46% change [35]. - **Spot Market Focus**: The remaining peanuts in the production areas are almost exhausted, and most are selling inventory. The prices in some white - sand peanut production areas are weakly stable, and the prices in large - peanut production areas are stable [36]. - **Trend Intensity**: The trend intensity of peanuts is 0 [37].

投资咨询业务资格：证监许可【2012】669号 中信期货研究所 仲鼎 从业资格号F03107932 投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 | 国内主要商品涨跌幅 | 板块 | 品种 | 现价 | 日度涨跌幅 | 周度涨跌幅 | 月度涨跌幅 | 季度涨跌幅 | 今年涨跌幅 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 航运 | 集运欧线 | 1888.5 | 2.09% | 2.09% | 7.22% | 17.08% | -16.33% | 黄金 | 771.3 | -0.74% | -0.74% | 0.48% | -2.42% | 24.8 ...

投资咨询业务资格：证监许可【2011】1778 号 运筹帷幄 决胜千里 宝城期货品种套利数据日报（2025 年 7 月 8 日） 一、动力煤 | 商品 | | | 动力煤（元/吨） | | | --- | --- | --- | --- | --- | | 日期 | 基差 | 5月-1月 | 9月-1月 | 9月-5月 | | 2025/07/07 | -177.4 | 0.0 | 0.0 | 0.0 | | 2025/07/04 | -178.4 | 0.0 | 0.0 | 0.0 | | 2025/07/03 | -180.4 | 0.0 | 0.0 | 0.0 | | 2025/07/02 | -180.4 | 0.0 | 0.0 | 0.0 | | 2025/07/01 | -180.4 | 0.0 | 0.0 | 0.0 | -250 -200 -150 -100 -50 0 50 100 450 500 550 600 650 700 750 800 850 900 950 动力煤基差 基差（右） 动力煤现货价:秦皇岛 期货结算价(活跃合约) :动力煤 www.bcqhgs.com 1 杭州市求是 ...

昨日国际油价低开高走，布伦特09合约涨1.59%。我们认为0PEC+的快速增产政策对三季度的油价 冲击暂时有限，一方面考虑到部分产油国的实际产量已远高于目标产量且同步存在减产补偿计划的 约束，OPEC+实际月度增产量均小于产量目标的上调幅度；另一方面，三季度为汽油、航煤需求的 季节性旺季，本轮增产在夏季尚可得到需求端较好的承接。而度过三季度旺季之后，若美国的对等 关税政策依然延续，OPEC+产量的回归将对基本面产生更直接的利空压力，在中东地缘局势保持可 控的情景下油价重心面临进一步下移。豁免期延续至8月1日的美国对等关税最终博弈结果或不高于4 月初水平，原油短期仍持三季度底部抬升、震荡偏强的判断。 【责金属】 隔夜贵金属偏弱震荡。上周美国非农数据超预期支持美联储继续保持观望，市场放弃对7月降息押 注。市场焦点转向即将到期的美国关税政策变动,特朗普威胁对部分国家加征关税。贵金属延续震 荡等待政策落地对市场情绪的影响。 (铜) 隔夜铜价走低，美盘铜日内跌幅大，特朗普向日韩及东盟国家放出一系列对等关税消息，并威胁金 砖国家关税税率。周内继续关注2507合约减仓速度，国内消费谈季明显，SMM社库增加1.1万吨至 14 ...

| 日期 | 豆粕江苏 | 菜粕广东 | 豆油江苏 | 棕榈油广州 | 菜油江苏 | | --- | --- | --- | --- | --- | --- | | 2025/07/01 | 2830 | 2470 | 8200 | 8450 | 9630 | | 2025/07/02 | 2800 | 2460 | 8220 | 8510 | 9710 | | 2025/07/03 | 2810 | 2490 | 8210 | 8530 | 9760 | | 2025/07/04 | 2800 | 2490 | 8150 | 8520 | 9740 | | 2025/07/07 | 2790 | 2470 | 8080 | 8520 | 9670 | 油脂油料早报 研究中心农产品团队 2025/07/08 隔 夜 市 场 信 息 ： 美国农业部：截至7月6日当周美国大豆优良率持稳于66%，符合市场预期 美国农业部（USDA）在每周作物生长报告中公布称，截至2025年7月6日当周，美国大豆优良率为66%，一如市场预 期，前一周为66%，上年同期为68%。 截至当周，美国大豆出苗率为96%，上一周为94%，上年 ...