作为国家级地理标志产品，新会陈皮产业2024年全产业链总产值已突破260亿元，但从业人员技能水平 参差不齐、职业发展路径不清等问题仍制约了产业进一步升级。继去年9月相关《新职业建议书》提交 后，"陈皮生产工"于今年7月正式获批成为国家新职业。"陈皮生产工"是江门市首个国家新职业，填补 了区域特色产业的职业空白，标志着全国陈皮产业有了专属职业类别。 12月9日，国家新职业（工种）"陈皮生产工"职业标准编制工作在"中国陈皮之乡"广东江门新会启动， 23名核心专家获颁聘书，江门中医药职业学院、新会技师学院以及10多家陈皮龙头企业被授予标准开发 顾问单位牌匾。 职业标准编制工作将为陈皮全产业链的人才培养与评价提供科学依据，将有力促进传统特色农业迈向标 准化、专业化发展。据介绍，此次职业标准开发，是推动乡村特色产业技能人才队伍建设、助力乡村振 兴的具体实践，对健全终身职业技能培训制度、培养高素质技术技能人才具有重要意义。 ...

证券之星消息，12月10日农产品加工板块较上一交易日上涨0.19%，京粮控股领涨。当日上证指数报收 于3900.5，下跌0.23%。深证成指报收于13316.42，上涨0.29%。农产品加工板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日农产品加工板块主力资金净流入1.83亿元，游资资金净流出2196.41万元，散户 资金净流出1.61亿元。农产品加工板块个股资金流向见下表： ...

Group 1 - The Federal Reserve has lowered interest rates by 25 basis points to a range of 3.50%-3.75%, but the dot plot indicates only two rate cuts planned for 2025 [3] - International spot gold peaked at $4230 per ounce before retreating to close at $4198 per ounce, with New York gold futures down 0.23% [3] - The main contract for silver in Shanghai closed at 13920 yuan/ton, up 4.06%, marking a three-month high, driven by a 12% increase in silver procurement by photovoltaic component companies [4] Group 2 - The main contract for焦煤 (coking coal) closed at 1132 yuan/ton, down 1.48%, while焦炭 (coke) closed at 1628 yuan/ton, down 0.19% [6] - The main contract for螺纹钢 (rebar) closed at 3175 yuan/ton, up 0.47%, indicating a slight increase in winter storage demand among steel mills [7] - The main contract for iron ore closed at 775 yuan/ton, down 1.09%, with port inventories rising to 138 million tons, a three-month high [8] Group 3 - The main contract for玉米 (corn) reported at 2312 yuan/ton, up 14 yuan (0.61%), reaching a nearly one-year high [11] - The main contract for大豆 (soybeans) fell by 1.32% to 4020 yuan/ton, influenced by higher-than-expected import volumes and weak demand from pig farming [13] - The main contract for红枣 (red dates) rose 1.82% to 9393 yuan/ton, supported by a confirmed 12% reduction in production from major producing areas [13] Group 4 - WTI crude oil fell by 1.07% to $58.25 per barrel, while Brent crude oil dropped by 0.88% to $61.94 per barrel [15] - The main contract for甲醇 (methanol) closed at 2092 yuan/ton, down 0.71%, with domestic operating rates decreasing to 86.5% [15] - The main contract for多晶硅 (polysilicon) closed at 8560 yuan/ton, down 0.35%, with trading rules adjustments leading to reduced speculative activity [17]

乳源有机山茶油"盒马村" 中国经济网12月10日讯(记者 王惠绵)在广东韶关乳源瑶族自治县，一片曾经荒芜的"石头山"如今已 满目苍翠。三年前，中国首个碳中和有机山茶油盒马村在此落地生根，每年向全国餐桌输送数千吨高品 质山茶油，最近这里还"长"出了令人意想不到的新产品——盒马山茶花护肤系列。 韶关产出千吨健康油 山茶油取自中国特有的油茶树籽，由于不含胆固醇、富含不饱和脂肪酸、不易产生油烟，被称为最 适合中国厨房的健康食用油之一。健康饮食观念普及的今天，消费者对于食用油也有了更高的要求，山 茶油便成为消费者的新选择。 盒马食用油研发采购徐子阳介绍，盒马从2020年上线有机山茶油，相比其他食用油售价偏高，但随 着人们对健康越来越重视，盒马有机山茶油的销售增速在不断加快，今年，盒马有机山茶油系列商品销 售同比增长超40%。 "我们知道，可持续发展的关键是不断尝试创新，在与盒马推出喷雾装山茶油后，我们又在思考是 不是能在原料端做更多尝试。"苑立俭说道。 山茶油富含油酸、维生素E、角鲨烯，与人体皮脂膜结构相近，亲肤性好，是优质的护肤油脂，这 与现代个护市场"以油养肤""成分天然"的消费趋势不谋而合，也让山茶油成为了许多大 ...

中国发展网讯2025年，济南市历城区挂职甘肃省临夏州东乡县工作队(以下简称工作队)深入贯彻落实国 家关于东西部协作的决策部署，聚焦产业协作这一核心，精准施策，锐意进取，以服务企业、驱动产业 为抓手，有力推动了东乡县经济社会持续健康发展，协作工作取得显著成效，绘就了一幅东西联动、共 赢发展的生动画卷。 聚焦特色优势，赋能肉羊产业提质增效 工作队作为历城区在东乡县的前沿阵地，承担着联系两地和服务东西协作的"桥梁和纽带"。东乡县借助 东西部协作战略，利用协作资金大力发展肉羊养殖产业，重点围绕"东乡贡羊"、"东乡手抓"两大特色品 牌，投入资金对城南区易地扶贫搬迁后续产业基地屠宰加工厂、达板镇产业园屠宰加工厂进行全方位提 升改造，目前全县肉羊养殖及加工已初具规模。 技术改造是关键一环。城南区产业基地屠宰场通过升级，实现了屠宰效率与肉品质量的双重飞跃，延长 了产品保质期，强化了卫生安全体系，完善了产业配套，不仅直接助力产业升级，更有效促进了易地搬 迁群众的稳定就业与增收，夯实了产业可持续发展的基础。达板镇屠宰加工厂的改造则聚焦洁净车间、 先进设备、严格检疫等环节，推动屠宰自动化，保障肉品稳定供应与品质提升，配套的冷链仓储 ...

【国富期货早间看点】USDA美豆25/26年期末库存预估为2.9亿蒲 阿根廷下调大豆及其副产品出口税 20251210 国富研究 国富研究 2025年12月10日 07:49 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油02(BMD) | 4102.00 | 0.24 | -0. 05 | | 布伦特02(ICE) | 62. 12 | -0.66 | -0. 10 | | 美原油01(NYMEX) | 58. 39 | -0. 78 | -0. 19 | | 美豆01(CBOT) | 1087.75 | -0. 55 | -0. 18 | | 美豆粕01(CBOT) | 301. 40 | -1.76 | -0.56 | | 美豆油01(CBOT) | 50.99 | -0. 37 | -0. 37 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美元指数 | 99.23 | 0. 14 | | 人民币(CNY/USD) | 7. 0773 | 0. 01 ...

Group 1 - The "National Leading Enterprises Entering Xinjiang: Hotan Investment Matching Event" successfully took place, with 88 representatives from agricultural enterprises across 22 provinces engaging with 104 local agricultural processing companies to explore new development opportunities in Xinjiang's agricultural industry [1] - The event showcased high-quality agricultural products from Hotan, including lamb products, facility vegetables, and ecological aquatic products, highlighting the region's agricultural resource advantages [1] - A total of 212 investment cooperation projects were announced during the event, leading to the signing of 55 investment cooperation projects with a total value of 6.745 billion yuan [1] Group 2 - The 20th Central Committee of the Communist Party emphasized enhancing agricultural production capacity and quality, promoting rural development, and improving policies to benefit farmers [2] - Industrial revitalization is crucial for comprehensive rural revitalization, particularly in Xinjiang, where developing deep processing of agricultural products is essential for increasing farmers' income and establishing a high-quality agricultural product supply base [2] Group 3 - The Xinjiang government has prioritized the development of the agricultural processing industry, implementing various financial support policies to facilitate the transition from production-led to processing-led agriculture [3] - In the first three quarters of this year, investment in Xinjiang's agricultural processing industry and agricultural value chain projects reached 60.2 billion yuan, surpassing last year's total investment and laying a solid foundation for stable income growth for farmers [3]

Core Viewpoint - The article emphasizes the importance of improving rural living conditions in China, highlighting the government's initiatives to create a "high-quality living space" in rural areas, which is expected to enhance the quality of life for farmers and promote urban-rural integration [1][2]. Group 1: Rural Infrastructure and Living Conditions - The average penetration rate of sanitary toilets in rural areas has reached 76%, with over 90% of administrative villages managing household waste, and more than 45% of rural sewage being treated [2]. - Rural road mileage has exceeded 4.64 million kilometers, with a 94% penetration rate of tap water and over 90% of administrative villages having access to 5G [2]. - The government has implemented policies to improve public services, including healthcare and elderly care, with over 14,000 mutual aid elderly care facilities and more than 16,000 rural nursing homes established [2][3]. Group 2: Environmental and Infrastructure Improvements - The "14th Five-Year Plan" has initiated actions to enhance rural living environments, focusing on waste management and sanitation improvements [3]. - Future efforts will prioritize the improvement of rural infrastructure and public services, aiming for efficient allocation and long-term management [3][4]. Group 3: Industrial Development and Economic Growth - The article stresses that industrial revitalization is crucial for rural development, with an emphasis on increasing farmers' income as a key driver for improving living conditions [4][5]. - During the "14th Five-Year Plan" period, 210 characteristic industrial clusters and 250 modern agricultural parks have been established, with projected revenues from agricultural processing reaching approximately 1.8 trillion yuan [5][6]. Group 4: Multifunctional Agriculture - The "15th Five-Year Plan" suggests developing multiple functions of agriculture, integrating production, processing, and tourism to enhance food security and ecological sustainability [6]. - Future initiatives will focus on strengthening agricultural processing, promoting rural tourism, and enhancing e-commerce capabilities to support farmers' income growth [6].

Group 1: Investment Ratings - There is no information about the overall industry investment rating in the report. Group 2: Core Views - Various commodities in the market show different trends and outlooks. Some commodities are expected to be strong, some are in a tight - balance or weak situation, and investors should adjust their strategies according to different market conditions [2][3][4] Group 3: Summary by Category Daily Selections - **Tin**: With strong fundamentals, tin prices are expected to remain strong this year. Hold existing long positions and consider buying on dips. Monitor US interest rate decisions and supply - side changes [2] - **Styrene**: Supply - demand is in a tight balance, with limited upside. It is expected to be weak in the short - term. Pay attention to device changes and actual export transactions [3] - **Coking Coal**: Spot prices are falling, and the futures market is weak. Consider short - term short positions and a long - coke short - coking - coal arbitrage [4] - **Corn**: The supply is increasing, and the futures price is weak. Participate in the short - term and pay attention to the continuity of shipments [5] Financial Derivatives - Financial Futures Stock Index Futures - The stock index opened low and closed low, while the ChiNext and STAR Market showed an upward trend. The market is affected by domestic and overseas policies and capital flows. Consider a bullish spread strategy on CSI 1000 put options on dips [6][7][8] Bond Futures - Bond futures rose across the board. The market may return to a volatile state in the short - term. Temporarily observe and focus on the central economic work conference. Consider participating in bonds with a maturity of less than 10 years [9][10][11] Financial Derivatives - Precious Metals - Precious metals generally rose, with silver hitting a new high. Gold may oscillate around $4,200. Be cautious when chasing high on silver. Consider a low - buying strategy for platinum [12][13][14] Shipping Index (European Line) - The SCFIS European line index showed an upward trend. The market is expected to be volatile in the short - term [16] Non - ferrous Metals - **Copper**: Global inventory imbalance drives price increases. Long - term long positions can be held, and short - term long positions can be closed on rallies. Pay attention to inventory changes and squeeze risks [17][18][21] - **Alumina**: Supply is in excess, and prices are expected to oscillate at the bottom. Short - term traders can consider light - position long positions or selling out - of - the - money put options [22][23] - **Aluminum**: Affected by macro factors, prices are expected to be strong in the short - term but may pull back. Pay attention to the Fed's interest rate decision and inventory changes [24][26][27] - **Aluminum Alloy**: Cost support is strong, but demand is weak. It is expected to oscillate in a narrow range at a high level. Consider an arbitrage strategy of going long on AD03 and short on AL03 [27][28][29] - **Zinc**: TC is falling, and exports are improving the supply - demand structure. The price is expected to oscillate. Pay attention to the TC inflection point and inventory changes [29][30][33] - **Tin**: Fundamentals are strong, and prices are expected to be strong. Hold existing long positions and buy on dips [33][34][37] - **Nickel**: The surplus is narrowing, but the upside is limited. It is expected to oscillate weakly. Pay attention to macro and industrial policies [37][38][39] - **Stainless Steel**: Supply pressure is slightly relieved, but demand is weak in the off - season. It is expected to oscillate and repair. Pay attention to the implementation of steel mill production cuts and raw material prices [40][42][43] - **Lithium Carbonate**: The market is in a state of divergence, and prices are expected to oscillate widely. Observe the market [44][45][46] - **Polysilicon**: Affected by the news of the establishment of a storage platform, futures prices are rising. However, demand is weak, and prices may fall. Observe the market [47][48][49] - **Industrial Silicon**: Prices are falling. It is expected to oscillate at a low level. Consider closing positions [50][51][52] Black Metals - **Steel**: Raw material price drops drag down steel prices. Consider closing long - rebar short - iron - ore positions and continue to hold the strategy of narrowing the hot - rolled and rebar spread [52][53][56] - **Iron Ore**: Iron production is falling, and port inventory is increasing. The price is expected to oscillate weakly. Consider short - selling on rallies [58][59] - **Coking Coal**: Spot prices are falling, and the futures market is weak. Consider short - term short positions and a long - coke short - coking - coal arbitrage [60][64] - **Coke**: The first round of price cuts has been implemented, and there is an expectation of further cuts. Consider short - term short positions and a long - coke short - coking - coal arbitrage [65][67][68] Agricultural Products - **Meal**: The USDA report is lackluster, and the domestic supply is abundant. The price is expected to be weak. Pay attention to domestic procurement trends [69][70][71] - **Pig**: Spot prices are stabilizing, and the futures market may be slightly strong. However, the overall supply pattern remains unchanged [72][73][74] - **Corn**: Supply is increasing, and the price is weak. Participate in the short - term and pay attention to shipment continuity [75][76] - **Sugar**: The international raw sugar price is bearish, and the domestic price is expected to oscillate weakly. Observe the market [77][78] - **Cotton**: The international cotton price is oscillating at the bottom, and the domestic price is expected to oscillate within a range [79][80] - **Egg**: Supply is in excess, and demand is weak. The price is expected to oscillate weakly, but the downside is limited [83] - **Oil**: Palm oil and soybean oil prices are affected by various factors and are expected to oscillate. Pay attention to Indian procurement and MPOB reports [84][85] - **Jujube**: Supply pressure exists, and the price is expected to oscillate at a low level. Pay attention to downstream sales [87] - **Apple**: The trading volume is slow, and the price is stable. Observe the market [88] Energy and Chemicals - **PX**: Supply may shrink in the medium - term, and demand is seasonally weak. It is expected to oscillate in the range of 6,600 - 7,000 yuan/ton [89][90] - **PTA**: Supply - demand is expected to be weak in the medium - term, and the price is expected to oscillate weakly. Consider a short - term oscillation range of 4,500 - 4,800 yuan/ton and a TA5 - 9 low - level positive spread [91][92][93] - **Short - Fiber**: Supply - demand is expected to be weak, and processing fees are expected to be compressed. Follow the PTA strategy and consider compressing processing fees on rallies [94] - **Bottle Chip**: Supply is expected to increase in December, and demand is weak. The price is expected to follow the cost and compress processing fees. Consider a short - term strategy of compressing processing fees [96][97] - **Ethylene Glycol**: Port inventory is increasing, but domestic production cuts are increasing. It is expected to oscillate at a low level. Consider closing the EG1 - 5 reverse spread [98] - **Pure Benzene**: Supply is expected to be stable, and demand support is limited. It may follow oil prices and styrene fluctuations. Pay attention to domestic device changes [99][100] - **Styrene**: Supply - demand is in a tight balance, with limited upside. It is expected to be weak in the short - term. Pay attention to device changes and actual export transactions [101][102] - **LLDPE**: The market sentiment is pessimistic. Observe the inventory and basis [103] - **PP**: Supply is expected to increase, and the 01 contract has pressure. Pay attention to PDH profit expansion [104] - **Methanol**: The basis is strong, and trading is okay. Consider reducing the 05MTO position [104] - **Caustic Soda**: Supply - demand has pressure, and prices are expected to be weak. Hold short positions [105][106] - **PVC**: Supply exceeds demand, and prices are expected to be weak at the bottom [108] - **Soda Ash**: Production is high, and supply is in excess. Hold short positions [109][110] - **Glass**: Spot prices are weakening, and the market has pressure. Treat it bearishly [110][111] - **Natural Rubber**: Pay attention to the geopolitical conflict between Thailand and Cambodia. The price is expected to oscillate [112][113] - **Synthetic Rubber**: Supply in the upstream and mid - stream is abundant, and the price is expected to face pressure. Consider short - selling on rallies [114][116]

2025年12月10日 国泰君安期货商品研究晨报-农产品 观点与策略 | 棕榈油：关注MPOB报告利空出尽反应 | 2 | | --- | --- | | 豆油：美豆驱动不足，豆油震荡为主 | 2 | | 豆粕：USDA报告平淡，盘面低位震荡 | 4 | | 豆一：反弹震荡 | 4 | | 玉米：关注现货 | 6 | | 白糖：偏弱运行 | 7 | | 棉花：震荡偏强关注下游需求20251210 | 8 | | 鸡蛋：现货震荡 | 10 | | 生猪：提前交易冬至预期 | 11 | | 花生：关注油厂收购 | 12 | 国 泰 君 安 期 货 研 究 所 棕榈油：关注 MPOB 报告利空出尽反应 豆油：美豆驱动不足，豆油震荡为主 | | | 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） | 涨跌幅 -0.67% | 收盘价 （夜盘） | 涨跌幅 0.74% | | --- | --- | --- | --- | --- | --- | --- | | | 豆油主力 | 元/吨 | 8,648 8,190 | -0.49% | 8,712 7,998 | -2.3 ...