聚焦大湾区农交 会 | 云南省展团 携农产好物亮相 大湾区农交会， 等您到来！_南 方+_南方plus 2025大湾区农产 品交易会暨土特 产精品博览会 （简称"大湾区 农交会"）将于 12月12日-14日 在广东·广州广 交会展馆B区盛 大启幕！ 届时，云南省展 团将携云南特色 农产品亮相2025 大湾区农交会， 今天小编就带大 家提前剧透，走 进彩云之南，探 寻这片红土高原 上，都有哪些匠 心好物与舌尖珍 品！ 参展商抢鲜剧透 1 参展企业：云南 十六州云品农业 有限公司 展位号：10.1馆 10T03 企业简介：云南 十六州云品农业 主推产品：冻干 墨红玫瑰 云南高原种植的 墨红玫瑰，因昼 夜温差大（达 15℃）和紫外线 强，花青素含量 为普通玫瑰3 倍。仅取春季 （4-6月）"头水 花"，此时花苞 开放度 30%-35%，精油 与营养物达峰 值。采摘时间只 能在每天早晨的 8点前，这时候 采摘的鲜花保存 更完整，避免日 照蒸发露水与香 气分子。人工分 拣剔除开放度＞ 35%或带虫咬、 霉斑的花朵，12 公斤鲜花仅出产 1公斤成品。冻 干墨红玫瑰富含 花青素、维生素 C等k氧物质。冻 干技术（FD技 术 ...

Core Viewpoint - The "Flying Economy" model in Guangxi's Mengshan County is revitalizing income sources for reservoir immigrants by establishing a comprehensive processing industrial park focused on Yao ethnic specialty agricultural products, leading to sustainable development and increased wealth for the community [1][3]. Group 1: Economic Development - The county has integrated post-relocation support funds from nine townships to create a unified industrial park, enhancing resource sharing and achieving economies of scale [1][3]. - A total of 2,919 individuals are expected to benefit from the project, with an estimated annual income increase of approximately 400 yuan per person [3]. - The industrial park aims to modernize agriculture in the reservoir area, improve immigrant incomes, and promote coordinated development of ecological civilization and socio-economic growth [3]. Group 2: Industry Focus - Mengshan County is leveraging its ecological advantages to develop specialty industries, particularly focusing on "Guangxi Tea" [3]. - The project includes establishing standardized tea gardens and initial processing and cold chain facilities, which are projected to create 50 jobs with an average monthly income of 4,500 yuan [3]. - The integration of various funding sources, totaling 25.93 million yuan, into quality projects like photovoltaic power generation and silk production is expected to generate over 1 million yuan in collective economic income annually and provide more than 200 job opportunities [3]. Group 3: Community Transformation - The transformation of reservoir immigrant villages into models of rural revitalization is attributed to precise policy support [4][6]. - The case of a local farmer transitioning from unsuccessful orange cultivation to successful beef cattle farming illustrates the positive impact of government guidance, with annual production value reaching approximately 400,000 yuan [4]. - The establishment of a cattle farming cluster in the village has led to a total annual income of nearly 3 million yuan from beef production, showcasing the effectiveness of diversified agricultural practices [6].

格隆汇12月8日丨*ST中基(000972.SZ)公布，公司下属全资子公司新疆中基红色番茄产业有限公司（以 下简称"红色番茄"）于近日收到现金形式的政府补助14,008.58万元。上述政府补助与红色番茄日常经营 活动相关，属于与收益相关的政府补助，以上金额占2024年经审计归属于上市公司股东的净利润绝对值 的60.70%。该政府补助预计14,008.58万元计入2025年度损益，将对红色番茄及公司2025年度利润产生 正面影响，本补助不具有可持续性。 ...

证券之星消息，12月8日农产品加工板块较上一交易日下跌0.48%，安德利领跌。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000505 | 京粮控股 | 7.88 | 1.94% | 34.84万 | | 2.74亿 | | 920023 | 田野股份 | 4.23 | 1.68% | 6.09万 | | 2578.63万 | | 600191 | 三四级 | 12.63 | 1.45% | 27.36万 | | 3.48亿 | | 920273 | 一致魔宇 | 32.70 | 1.24% | 1.58万 | | 5136.62万 | | 002852 | 道道全 | 10.88 | 0.93% | 7.58万 | | 8274.85万 | | 603182 | 喜卖股份 | 16.06 | 0.50% | 1.77万 | | 2817.20万 ...

*ST中基公告称，下属全资子公司红色番茄近日收到14,008.58万元现金形式的政府补助。该补助与日常 经营活动相关，属与收益相关的政府补助，占2024年经审计归属于上市公司股东净利润绝对值的 60.70%。预计14,008.58万元计入2025年度损益，将对红色番茄及公司2025年度利润产生正面影响，且 不具可持续性。 ...

玉米现货偏强 盘面冲高回落 银河农产品 研究员：刘大勇 期货从业证号：F03107370 投资咨询证号：Z0018389 目录 | 第一章 | 综合分析与交易策略 | 2 | | --- | --- | --- | | 第二章 | 核心逻辑分析 | 4 | | 第三章 | 周度数据追踪 | 11 | GALAXY FUTURES 1 227/82/4 228/210/172 181/181/181 87/87/87 文 字 色 基 础 色 辅 助 色 137/137/137 246/206/207 68/84/105 210/10/16 221/221/221 208/218/234 综合分析与交易策略 玉米：美玉米11月下调单产，但是产量处于高位，美玉米03合约偏强震荡，预计美玉米03合约430美分/蒲支撑较强。中国进口美玉米配额内关税11%，高粱 为12%，美玉米进口有利润，巴西进口利润较高。目前农户仍惜售，玉米上量较低，预计12月中下旬东北玉米仍有一波卖压。短期东北玉米上量偏低，下游刚需 补库，东北玉米偏强，华北玉米上量增加，玉米现货偏弱，华北小麦价格偏强。预计短期北港收购价会下调，玉米现货上涨空间有限 ...

Core Viewpoint - The General Administration of Customs reported that in the first 11 months of this year, China's export of electromechanical products reached 14.89 trillion yuan, an increase of 8.8%, accounting for 60.9% of total exports [1] Summary by Category Electromechanical Products - Exports of electromechanical products totaled 14.89 trillion yuan, growing by 8.8% [1] - Automatic data processing equipment and its components accounted for 1.31 trillion yuan, showing a decline of 1.3% [1] - Integrated circuits reached 1.29 trillion yuan, with a significant increase of 25.6% [1] - Automobile exports were valued at 896.91 billion yuan, reflecting a growth of 17.6% [1] Labor-Intensive Products - Exports of labor-intensive products amounted to 3.7 trillion yuan, decreasing by 3.5%, which represents 15.1% of total exports [1] - Exports of clothing and accessories were 987.26 billion yuan, down by 3.7% [1] - Textile exports reached 931.33 billion yuan, with a slight increase of 1.7% [1] - Plastic products exports were valued at 677.6 billion yuan, showing a minor decline of 0.5% [1] Agricultural Products - Agricultural product exports totaled 670.21 billion yuan, marking a growth of 2% [1]

2025年12月第4周，共计19个工作日，巴西累计装出豆粕180.38万吨，去年12月为174.83万吨。日均装运量为9.49万吨/日，较去年12月的9.2万吨/ 日增加3.17%。 12月5日：全国主要油厂豆粕成交总量17.12万吨，较前一交易日增8.57万吨，其中现货成交4.12万吨。 巴西全国谷物出口商协会(ANEC)表示，巴西12月大豆出口量料为281万吨，去年同期为147万吨。巴西12月豆粕出口量料为133万吨，去年同期为 217万吨。 消息面 机构观点 宁证期货： 国内连粕市场表现偏弱，一方面受到美豆技术性反弹带动有限，另一方面也反映了市场对于远期国内供需的谨慎预期。市场已开始交易换月逻 辑，主力合约换至M05。国内养殖行业疲软，生猪及禽类行业多处亏损状态，或打击养殖补栏积极性限制豆粕需求增长空间。短期豆粕价格向下 阻力明显，但上行仍缺乏足够驱动，短期预计M05维持震荡偏弱运行。后续重点关注抛储政策、巴西大豆进口消息以及美豆成本支撑。 国投安信期货： 关注周三(10日)凌晨发布的12月USDA全球农产品供需报告。路透方面已公布对本期报告期末库存的数据预测，其中美国2025/26年度大豆期末库 存为 ...

Core Points - The first batch of Xiniu Ma bamboo shoots from Qingyuan Agricultural Investment Group has officially begun its export journey to the United States and Southeast Asia, marking the company's first direct export to these two markets [5][8][12] Group 1: Export Initiatives - The export products include canned bamboo shoot strips, slices, and whole shoots, with each truck carrying 6,000 cans [16] - The export is part of a broader initiative to enhance international trade and promote high-quality agricultural products from Qingyuan [12][20] - In the first half of the year, Qingyuan enterprises exported approximately 2,400 tons of bamboo shoots and related products, valued at around 100 million yuan [23][24] Group 2: Industry Development - Qingyuan has been actively promoting its agricultural products internationally, with significant participation in trade missions and partnerships [20][22] - The overall export value of Qingyuan's agricultural products reached 350 million yuan in the first eight months of the year, with bamboo shoots contributing 130 million yuan [24][25] - The Xiniu Ma bamboo shoot industry is recognized as a key driver for increasing farmers' income and promoting regional economic development [26] Group 3: Future Prospects - The Qingyuan Agricultural Investment Group aims to continue expanding its market presence in Southeast Asia, the Americas, and Europe, enhancing the international competitiveness of its agricultural products [38] - By 2024, the comprehensive output value of the Xiniu Ma bamboo shoot industry is projected to reach 10.965 billion yuan, making it one of the first industries to surpass the billion-yuan mark [55] - The industry has established a complete supply chain from standardized planting to intensive processing and brand marketing, providing a solid foundation for the export of agricultural products [62]

Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report - The stock index is expected to rise steadily with a shifting center of gravity due to weekend positive news and improved market confidence [20]. - The bond market is showing a differentiated performance, with the ultra - long end facing uncertainties and the medium - short end having limited room for a "super - oversold rebound" [23]. - In the agricultural product market, most varieties are under pressure or in a volatile situation, affected by factors such as supply and demand and reports [26][27]. - The black metal market is volatile, with steel prices affected by factors like environmental protection and demand, and the prices of double - coking and iron ore showing different trends [58][62][64]. - The non - ferrous metal market is also volatile, with gold and silver prices likely to fluctuate more due to the focus on the Fed's signal, and copper prices rising due to supply concerns [68][70][78]. - The energy and chemical market is generally in a state of shock, with factors such as geopolitical disturbances, supply and demand, and cost affecting prices [112][113][117]. - The shipping market's container shipping is expected to have a short - term high - level shock, with attention paid to factors such as the increase in shipping company prices and the improvement of cargo volume [108][109]. Summary by Relevant Catalogs Financial Derivatives Stock Index Futures - Last week, the market bottomed out and rebounded, and on Friday, insurance and brokerage firms boosted the index. The stock index is expected to rise steadily with a shifting center of gravity. The trading strategies include going long with a light position, conducting IM/IC long 2512 + short ETF cash - and - carry arbitrage, and using a bullish spread option strategy [20][21]. Bond Futures - The bond market showed a further differentiated performance last week. The ultra - long end was weak, and the medium - short end was relatively stable. The trading strategy is to wait and see on the long - side and pay attention to the potential cash - and - carry arbitrage opportunities of the TF contract [23][24]. Agricultural Products Protein Meal - The CBOT soybean and soybean meal indexes declined. The USDA is expected to see a decrease in corn and wheat planting and an increase in soybean planting. The market may be under pressure from the report, and the trading strategy is to lay out a small number of short positions [26][27]. Sugar - The international sugar price is oscillating, and the domestic sugar price is weak. The Brazilian sugar production is approaching the end of the season, and the supply pressure is gradually easing. The domestic sugar production cost is high, providing some support. The trading strategy is to wait and see on the long - side and sell put options at low prices [30][31]. Oilseeds and Oils - The prices of CBOT soybean oil and BMD palm oil showed different trends. The palm oil production in Malaysia decreased in November, but the export was weak. The domestic soybean oil inventory is gradually decreasing, and the rapeseed oil is expected to continue to reduce inventory. The trading strategy is to conduct high - low - band trading on the long - side [33][34][35]. Corn/Corn Starch - The CBOT corn futures declined. Russia has reduced the export tariff on corn to zero. The domestic corn spot is strong, but the futures may have room for a decline. The trading strategy is to go long on the 03 contract on dips and short on rallies, and to narrow the spread between 01 corn and starch [36][39]. Live Pigs - The live pig price showed a rebound, but the overall supply pressure still exists. The trading strategy is to wait and see and sell wide - straddle options [40][41]. Peanuts - The peanut spot price is stable, but the futures price is oscillating downward. The trading strategy is to short the 01 contract on rallies and conduct a 15 - contract reverse arbitrage [43][44]. Eggs - The egg demand is average, and the price has declined. The short - term is expected to fluctuate in a range, and the long - side can be considered for the far - month contracts. The trading strategy is to wait and see on the long - side [46][48]. Apples - The apple cold - storage inventory is low, providing support for the price. The trading strategy is to expect high - level oscillations and wait and see [49][51][52]. Cotton - Cotton Yarn - The ICE cotton futures declined. The supply of new cotton is abundant, and the demand is in the off - season. The price is expected to be mainly oscillating. The trading strategy is to wait and see [53][55]. Black Metals Steel - The market sentiment is fluctuating, and steel prices are oscillating. Affected by environmental protection and demand, the short - term is expected to be in a weak - shock state. The trading strategy is to go short on rallies and conduct spread trading [57][58][59]. Double - Coking - The sentiment is weak, waiting for the start of winter storage. The short - term is expected to continue to be weak, but the downward space is limited. The trading strategy is to stop profiting on short positions [60][62]. Iron Ore - The price is expected to be mainly weak. The supply is relatively abundant, and the demand is weak. The trading strategy is to take a short - side view [63][64]. Ferroalloys - The price rebounds in the short - term due to cost, but the upward space is limited by demand. The trading strategy is to wait and see on the long - side and sell out - of - the - money straddle option combinations [65][66]. Non - Ferrous Metals Gold and Silver - After the release of the PCE data, the prices fluctuated. The market is focusing on the Fed's signal, and the price volatility is expected to increase. The trading strategy is to pay attention to the support level of gold and go long on silver cautiously [68][70][72]. Platinum and Palladium - Platinum is recommended to go long on dips, and palladium is expected to oscillate. The trading strategy is to go long on platinum, conduct a long - platinum - short - palladium spread, and buy out - of - the - money call options for platinum [73][74][75]. Copper - The copper price rose due to concerns about non - US long - term supply. The trading strategy is to hold long positions and pay attention to cash - and - carry arbitrage opportunities [76][78][79]. Alumina - The price is expected to be weak before the expiration of warehouse receipts. The trading strategy is to wait and see [80][83]. Electrolytic Aluminum - The price is expected to be strong, with obvious fundamental support. The trading strategy is to go long [84]. Cast Aluminum Alloy - The price follows the aluminum price. The trading strategy is to wait and see [86]. Zinc - The price is in a wide - range oscillation. The trading strategy is to wait and see on the long - side [88][91][92]. Lead - The price is in a range - bound oscillation. The trading strategy is to hold long positions and be vigilant against macro - factors [93][94]. Nickel - The oversupply is narrowing, leading to a rebound in the price. The trading strategy is to test the resistance on the long - side and sell out - of - the - money call options [95][97]. Stainless Steel - The price is in a weak - shock state, waiting for policy stimulus. The trading strategy is to wait and see on the long - side [98][99]. Industrial Silicon - Due to environmental pressure in the northwest, the price may rebound in the short - term. The trading strategy is to stop profiting on short positions [100]. Polysilicon - With the increase in delivery brands, the price is expected to be weak in the short - term. The trading strategy is to go short on the long - side and use a double - buy option strategy [102][103]. Lithium Carbonate - The supply is back in focus, and the price continues to decline. The trading strategy is to buy after a sufficient correction on the long - side and sell out - of - the - money call options [104][105]. Tin - The price lacks upward momentum, and the trading strategy is to pay attention to macro - impacts and expect high - level oscillations [106][107]. Shipping Industry Container Shipping - Shipping companies are starting to increase prices in January, and the market is expected to be in a short - term high - level shock. The trading strategy is to take partial profits on long positions and conduct a 2 - 4 positive spread arbitrage [108][109][110]. Energy and Chemical Industry Crude Oil - Geopolitical disturbances continue, and the price is oscillating. The trading strategy is to expect a wide - range oscillation and pay attention to the spread [112][113]. Asphalt - The supply and demand are weak, and the price is in a weak - shock state. The trading strategy is to expect a weak - shock and sell out - of - the - money call options [114][117]. Fuel Oil - Both high - sulfur and low - sulfur fuel oils have a weak fundamental outlook. The trading strategy is to expect a weak - shock and pay attention to the spread [118][120]. Natural Gas - LNG is weak, and US natural gas has broken through and risen. The trading strategy is to wait and see on the long - side and use option - selling strategies [121][123]. PX & PTA - PX supply is abundant, and PTA is expected to accumulate inventory. The trading strategy is to expect an oscillation and conduct a reverse spread [124][126]. BZ & EB - The cost lacks support, and inventory needs to be reduced. The trading strategy is to expect an oscillation and sell out - of - the money call options [127][130]. Ethylene Glycol - There is an expectation of inventory accumulation, and the price is falling. The trading strategy is to expect a weak - shock and sell out - of - the money call options [131][132]. Short - Fiber - The short - fiber factory has an expectation of inventory accumulation. The trading strategy is to expect an oscillation and use a double - sell option strategy [133][134]. Bottle Chips - The demand is expected to weaken in the off - season. The trading strategy is to expect an oscillation and use a double - sell option strategy [135][137]. Propylene - High inventory suppresses the price. The trading strategy is to go short on rallies and sell call options [138][140]. Plastic PP - The price is expected to be weak. The trading strategy is to wait and see on the long - side and pay attention to the support level [141][142]. Caustic Soda - The price is weak. The trading strategy is to expect a weak trend and wait and see [143][146]. PVC - The price hits a new low. The trading strategy is to expect a weak trend [147][148]. Soda Ash - The price is in an oscillating state. The trading strategy is to expect an oscillation and pay attention to the spread [150][152]. Glass - The price is weak and oscillating. The trading strategy is to expect the supply - side contraction to determine the winter - storage strength and pay attention to the spread [153][155]. Methanol - The price is in a weak - shock state. The trading strategy is to expect an oscillation [156]. Urea - The price rises and then falls. The trading strategy is to go short on the long - side and pay attention to the spread [158][161]. Pulp and Paper Industry Pulp - The spot market price has fallen from a high level. The trading strategy is to wait and see, and aggressive investors can try short positions [163][164]. Logs - The fundamental situation is weakening. The trading strategy is to wait and see, and aggressive investors can go long on a small scale [167][168]. Offset Printing Paper - The supply pressure remains high, and the market continues to decline. The trading strategy is to wait and see, and aggressive investors can go short on rallies [170][172]. Rubber Industry Natural Rubber - The warehouse receipts are accumulating, and the tire inventory remains unchanged. The trading strategy is to hold short positions on the RU01 contract and go long on the NR02 contract with a small amount [173][176]. Butadiene Rubber - The total warehouse receipts are reducing inventory, and the tire inventory remains flat. The trading strategy is to hold short positions on the BR02 contract [177][179].