农产品加工

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大成玉米集团(03889)公布中期业绩 净亏损6329.5万港元 同比盈转亏
智通财经网· 2025-08-29 11:04
智通财经APP讯,大成玉米集团(03889)公布2025年中期业绩,收益约2.54亿港元,同比下降23.7%;净亏 损6329.5万港元,同比盈转亏;每股亏损3.3港仙。 ...
大成玉米集团公布中期业绩 净亏损6329.5万港元 同比盈转亏
Zhi Tong Cai Jing· 2025-08-29 11:01
大成玉米集团(03889)公布2025年中期业绩,收益约2.54亿港元,同比下降23.7%;净亏损6329.5万港元, 同比盈转亏;每股亏损3.3港仙。 ...
京粮控股(000505.SZ)发布上半年业绩,归母净利润1795.02万元,同比下降25.39%
智通财经网· 2025-08-29 09:45
智通财经APP讯,京粮控股(000505.SZ)发布2025年半年度报告,报告期内,公司实现营业收入42.08亿 元,同比下降24.26%。实现归属于上市公司股东的净利润1795.02万元,同比下降25.39%。实现归属于 上市公司股东的扣除非经常性损益的净利润1674.65万元,同比增长26.01%。基本每股收益0.02元。 ...
市场提货处于高水平 预计豆粕以区间震荡为主
Jin Tou Wang· 2025-08-29 08:50
周四,国内豆粕现货报价继续偏弱运行,多地跌幅在10-20元/吨,沿海豆粕现货报价多运行在2920-3050 元/吨之间。 (8月29日)全国豆粕价格一览表 | 规格 | 报价 | 报价类型 | 交货地 | 交易商 | | --- | --- | --- | --- | --- | | 天津九三 43% | 3060元/吨 | 市场价 | 天津/天津市 | 天津万鸿卓越商贸有限公司 | | 天津九三 43% | 3060元/吨 | 市场价 | 天津/天津市 | 河北腾信财达农牧集团有限公司 | | 天津九三 43% | 3060元/吨 | 市场价 | 天津/天津市 | 青岛森煜源农业科技有限公司 | 期货市场上看,8月29日收盘,豆粕期货主力合约报3055.00元/吨,涨幅0.30%,最高触及3064.00元/ 吨,最低下探3031.00元/吨,日内成交量达910391手。 【市场资讯】 美国农业部:截至8月21日当周,美国2024/2025年度豆粕出口净销售为4.7万吨,前一周为4.6万吨; 2025/2026年度豆粕净销售21.5万吨,前一周为17.6万吨美国2024/2025年度豆粕出口装船19.8万吨, ...
江西广昌白莲生“金”,数十亿产业生机蓬勃
Zhong Guo Xin Wen Wang· 2025-08-29 08:48
Core Insights - The fresh lotus seeds from Yiqian Town, Guangchang County, have the capability to reach supermarkets nationwide within 24 hours, driven by the innovative "fruit lotus" market and advanced nitrogen preservation technology that extends shelf life to 21 days [1][2] - In 2024, the company aims to sell 80,000 kilograms of fruit lotus, achieving a record sales revenue of 18 million yuan in just two months during the summer [1] - Guangchang County is recognized as the largest white lotus research and production center in China, with the latest "Space Lotus No. 66" variety showing a 10% increase in yield and enhanced disease resistance compared to its predecessor [1] Industry Development - Guangchang County is diversifying its lotus industry from traditional dried lotus processing to include flower tourism, fresh lotus picking, and deep processing product development, thereby increasing the added value of lotus products and providing stable employment for local villagers [2][4] - The transition from selling dried lotus seeds at approximately 6,000 yuan per mu to fresh lotus at 8,000 yuan per mu illustrates the economic benefits of industry upgrades for local farmers [2] - The county has over 20 deep processing enterprises, developing more than 150 product varieties, including lotus seed juice and lotus root powder, enhancing the overall value of the lotus industry [4][5] Economic Impact - Guangchang County's lotus industry has a total planting area of over 110,000 mu, producing 9,500 tons of white lotus, with a comprehensive industry output value of 4.34 billion yuan, placing it among the top in the nation [5] - The county's lotus tourism attracted nearly 3 million visitors in 2024, generating over 200 million yuan in revenue from related businesses such as accommodation and dining [5] - The integration of the lotus industry with the mushroom industry has created additional economic opportunities, utilizing lotus waste to produce high-quality mushrooms, thus promoting sustainable agricultural practices [6][7] Technological Advancements - The use of liquid mycelium cultivation methods by local companies has significantly improved production efficiency, reducing the time from inoculation to harvest from six months to just 75 days [7] - Guangchang County's government is actively supporting technological advancements and market expansion for the lotus industry, including the development of specialized equipment and preservation technologies [8] - The online sales of lotus products are projected to exceed 300 million yuan in 2024, accounting for 35% of total sales, indicating a shift towards modern marketing strategies [8]
农产品加工板块8月29日涨0.17%,索宝蛋白领涨,主力资金净流入5760.14万元
Zheng Xing Xing Ye Ri Bao· 2025-08-29 08:34
Market Overview - On August 29, the agricultural processing sector rose by 0.17% compared to the previous trading day, with Sobao Protein leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Sobao Protein (603231) closed at 19.59, with a significant increase of 9.99% and a trading volume of 195,100 shares, amounting to a transaction value of 367 million yuan [1] - Other notable performers included: - Jinlongyu (666000E) at 33.66, up 3.47%, with a transaction value of 1.038 billion yuan [1] - Yizhi Magic Hand (839273) at 47.42, up 2.89%, with a transaction value of 135.2 million yuan [1] - Huazi Industrial (600191) at 8.81, up 2.20%, with a transaction value of 10.3 million yuan [1] Capital Flow - The agricultural processing sector saw a net inflow of 57.6014 million yuan from institutional investors, while retail investors experienced a net outflow of 19.2071 million yuan [2] - The capital flow for key stocks included: - Sobao Protein had a net inflow of 82.9185 million yuan from institutional investors, but a net outflow of 48.5839 million yuan from retail investors [3] - Jinlongyu experienced a net inflow of 78.3111 million yuan from institutional investors, with a net outflow of 72.0730 million yuan from retail investors [3] - Baolingbao (002286) had a net inflow of 13.2288 million yuan from institutional investors, while retail investors saw a net outflow of 9.2370 million yuan [3]
农产品日报:压榨量维持高位,豆粕偏弱震荡-20250829
Hua Tai Qi Huo· 2025-08-29 05:13
Group 1: Report Industry Investment Ratings - The investment rating for the soybean meal market is neutral [4] - The investment rating for the corn market is cautiously bearish [6] Group 2: Core Views of the Report - The current soybean fundamentals have no significant changes. The Profarmer's survey shows that this year's US soybean growth is good, matching the USDA's reported record - high yield. Domestic soybean meal inventory is increasing, and supply is relatively loose with high future soybean arrivals. The outcome of Sino - US negotiations remains uncertain [3] - For the corn market, the supply is becoming more abundant with decreasing trade inventory in the Northeast and new corn listings. The demand from deep - processing enterprises is weakening, and overall demand is lackluster [5] Group 3: Summary by Related Catalogs 1. Market News and Important Data for Soybean Meal - Futures: The closing price of the soybean meal 2601 contract was 3039 yuan/ton, down 6 yuan/ton (-0.20%) from the previous day; the rapeseed meal 2601 contract was 2483 yuan/ton, down 18 yuan/ton (-0.72%) [1] - Spot: Tianjin soybean meal was 3050 yuan/ton (unchanged), Jiangsu was 2960 yuan/ton (down 10 yuan/ton), and Guangdong was 2910 yuan/ton (down 10 yuan/ton). Fujian rapeseed meal was 2580 yuan/ton (down 30 yuan/ton) [1] - Arrivals: In September 2025, domestic full - sample oil mills' soybean arrivals are estimated at about 1030.25 tons [2] - Transactions: On August 27, 2025, the total soybean meal transaction of major oil mills was 9.20 tons, a decrease of 2.79 tons from the previous day. Spot transactions were 6.70 tons (up 1.01 tons), and forward - month basis transactions were 2.50 tons (down 3.80 tons) [2] - Operation Rate: The current national dynamic full - sample oil mill operation rate is 67.81%, a decrease of 1.04% from the previous day [2] 2. Market News and Important Data for Corn - Futures: The closing price of the corn 2511 contract was 2185 yuan/ton, up 21 yuan/ton (+0.97%); the corn starch 2511 contract was 2493 yuan/ton, up 22 yuan/ton (+0.89%) [4] - Spot: Liaoning corn was 2150 yuan/ton (unchanged), and Jilin corn starch was 2660 yuan/ton (unchanged) [4] - Exports: Brazil is expected to export 780 tons of corn in August 2025, lower than the previous estimate but higher than last year [4] 3. Market Analysis - Soybean Meal: The US soybean growth is good, and the domestic soybean meal inventory is increasing. Future soybean arrivals are high, and the outcome of Sino - US negotiations is uncertain [3] - Corn: The supply in the domestic market is increasing, and the demand from deep - processing enterprises is weakening, resulting in insufficient upward price momentum [5] 4. Strategies - Soybean Meal: Neutral strategy [4] - Corn: Cautiously bearish strategy [6]
综合晨报-20250829
Guo Tou Qi Huo· 2025-08-29 04:58
Report Summary 1. Report Industry Investment Ratings The provided content does not mention any industry investment ratings. 2. Core Views - The overall market is in a complex state with various factors influencing different commodities. Geopolitical risks, economic data, supply - demand dynamics, and policy expectations are key drivers. Some commodities are expected to be in a state of high - level or low - level oscillation, while others are at a turning point in their supply - demand relationship [2][3][4]. 3. Summary by Commodity Categories Energy Commodities - **Crude Oil**: International oil prices are in a relative steady state due to the game between post - peak season supply - demand and short - term geopolitical risks. Further upward space is limited without a clear escalation of geopolitical events [2]. - **Fuel Oil & Low - Sulfur Fuel Oil**: The fuel oil futures are under pressure, but the fundamentals are relatively bullish as the inventory pressure is relieved. High - sulfur resources are supported by geopolitical premiums [22]. - **Liquefied Petroleum Gas**: The international market rebounds, and the domestic market is in a repair phase. There is long - term overseas production increase pressure, leading to a near - strong and far - weak pattern in the futures market [24]. - **Asphalt**: The asphalt futures show resistance to decline, with potential demand and low inventory providing support [23]. Metal Commodities - **Precious Metals**: Precious metals are oscillating strongly. Once the key resistance is broken, the upward trend may be sustainable. Attention should be paid to the US PCE data [3]. - **Base Metals**: - **Copper**: The copper price rises, but the integer - level resistance is strong. High - level short positions can be held [4]. - **Aluminum**: The Shanghai aluminum is oscillating, with the upper resistance at 21,000 yuan. The casting aluminum alloy follows the trend of Shanghai aluminum, and the alumina is weakly oscillating [5][6][7]. - **Zinc**: The zinc market has a pattern of increasing supply and weak demand. A short - term rebound is possible, but the medium - term strategy is to short on rebounds [8]. - **Nickel and Stainless Steel**: The nickel price has a rebound intention, but the fundamentals are weak. Attention should be paid to the de - stocking signs [10]. - **Tin**: The tin price continues to rise. The previous long positions can be held [11]. - **Manganese Silicon and Silicon Iron**: Both are oscillating upward with weak rebound strength. The manganese silicon may see inventory accumulation in the long run, and the silicon iron follows the trend of manganese silicon [19][20]. - **Iron Ore**: The iron ore is expected to oscillate at a high level as the supply - demand relationship weakens marginally [16]. - **Coke and Coking Coal**: Both show price rebounds. The supply of carbon elements is sufficient, and the prices are greatly affected by "anti - involution" policy expectations [17][18]. Chemical Commodities - **Carbonate Lithium**: The futures price is回调, and the market is in a state of relatively strong oscillation [12]. - **Polysilicon**: The polysilicon futures are in an oscillating pattern, with limited upward space and high risk of shorting at the lower end of the range [13]. - **Industrial Silicon**: The industrial silicon futures are oscillating, affected by the "anti - involution" sentiment of other varieties [14]. - **Urea**: The urea spot trading improves, but there is high supply - demand pressure [25]. - **Methanol**: The near - month methanol contract is weak, with high inventory in ports and increasing supply inland [26]. - **Pure Benzene**: The pure benzene market is in a weak balance, with expectations of improvement in the third quarter and pressure in the fourth quarter [27]. - **PVC and Caustic Soda**: The PVC may oscillate weakly, and the caustic soda is expected to face pressure at high levels [28]. - **PX and PTA**: The PX is in a range - bound oscillation, and the PTA continues to weaken [29]. - **Ethylene Glycol**: The ethylene glycol is expected to oscillate within a range, and the upward drive is weakening [30]. - **Short - Fiber and Bottle - Chip**: The short - fiber may be considered for long - position allocation if the demand improves, and the bottle - chip industry has long - term over - capacity pressure [31]. Agricultural Commodities - **Grains and Oils**: - **Soybean and Soybean Meal**: The market may oscillate in the short term and is cautiously bullish in the medium - to - long term [35]. - **Soybean Oil and Palm Oil**: They can be considered for buying at low prices in the medium - to - long term, with attention to soybean policies in the short term [36]. - **Rapeseed Meal and Rapeseed Oil**: The futures prices have a narrow short - term fluctuation range, and it is advisable to wait and see [36]. - **Corn**: The Dalian corn futures may continue to run weakly at the bottom, with a possible short - term rebound [38]. - **Livestock and Poultry Products**: - **Pork**: The pork futures are likely to continue the weak downward trend in the medium term [39]. - **Eggs**: The egg price cycle may turn around in the second half of this year, and it is advisable to consider long positions in the first half of next year's futures contracts [40]. - **Cotton and Sugar**: - **Cotton**: The international cotton market is oscillating, and the domestic cotton can be bought on dips [41]. - **Sugar**: The sugar price is expected to oscillate, with the international market having supply pressure and the domestic market having limited bullish factors [42]. - **Fruits and Wood Products**: - **Apple**: The apple price may continue to rise in the short term but lacks long - term supply - side support [43]. - **Wood**: The wood futures are oscillating, and it is advisable to wait and see [44]. - **Paper Pulp**: The paper pulp futures can be treated with a wait - and - see or range - bound oscillation strategy [45]. Financial Products - **Stock Index**: The A - share market rebounds, and it is advisable to increase the allocation of technology - growth sectors while also paying attention to consumption and cyclical sectors [46]. - **Treasury Bonds**: The treasury bond futures fall, and the yield curve may become steeper [47].
6万亩 2亿穗……山西五寨甜糯玉米串起“黄金”产业链
Jing Ji Guan Cha Bao· 2025-08-29 02:53
Core Viewpoint - The development of the sweet glutinous corn industry in Wuzhai County, Shanxi, is transforming local agriculture into a "golden" industry chain, driven by unique natural conditions and strategic investments [1][2]. Group 1: Industry Development - Wuzhai County is expected to plant 65,000 acres of sweet glutinous corn by 2025, with an estimated annual yield of over 200 million ears [1]. - The county has transitioned from scattered planting to large-scale operations and from primary products to deep processing, enhancing the entire agricultural value chain [1]. - The sweet glutinous corn has become a pillar industry for local agriculture, significantly contributing to the income of local residents [1]. Group 2: Infrastructure and Investment - An investment of 380 million yuan has been made to establish the "Wuzhai Sweet Glutinous Corn Industrial Park," which has an annual processing capacity of 200 million ears, including 60 million ears of frozen corn and 140 million ears of vacuum corn [2]. - The industrial park features advanced processing lines capable of processing 270,000 ears of corn per hour, making it one of the largest and most intelligent fresh corn processing bases in China [2]. Group 3: Integrated Development Model - The local industry has formed a "1 leading enterprise + 6 cooperatives + 35 specialized societies + N farmers" model, promoting a tight-knit benefit-sharing mechanism that encourages farmer participation in industry development [1]. - The region is also promoting an integrated development model that combines production, processing, sales, research, and tourism, creating a new agricultural tourism business that expands value-added opportunities [2].
新疆赛里木现代农业股份有限公司
Shang Hai Zheng Quan Bao· 2025-08-29 02:49
Group 1 - The company plans to revise its articles of association and internal governance systems to enhance operational standards and protect investor rights, pending approval from the shareholders' meeting [1][3] - The company has proposed amendments to various internal governance documents, including rules for shareholder meetings and board meetings, which will take effect after shareholder approval [1][3] Group 2 - The company raised a total of RMB 559,999,990.29 through a non-public stock issuance, with a net amount of RMB 554,273,575.20 after deducting issuance costs [3][5] - As of June 30, 2025, the company has utilized RMB 231,474,399.89 of the raised funds, with a remaining balance of RMB 6,259,394.54 [5][6] Group 3 - The company has temporarily used RMB 320,000,000 of the raised funds to supplement working capital, with a plan to return the funds to the designated account by December 20, 2025 [15][16] - The company has not engaged in cash management with the raised funds as of June 30, 2025, and there are no instances of surplus funds being used for non-project purposes [16][17] Group 4 - The company has postponed the investment timeline for certain projects, including the "Huo County Coal Logistics Distribution Line Expansion Project," now expected to be completed by April 2026 [9][10] - The company is conducting a re-evaluation of the feasibility and expected returns of the postponed projects due to external market conditions affecting the coal industry [11][12] Group 5 - The company has changed the use of some raised funds, reallocating part of the funds from the "Hubei New Sai Agricultural Products Logistics Co., Ltd. Phase II Expansion Project" to the "Annual Processing of 200,000 Tons of Cottonseed Concentrated Protein and Deep Processing Project" [18][19] - As of June 30, 2025, the new project has received RMB 65,475,500 in funding, with a progress rate of 51.9% [19][21] Group 6 - The company has ensured compliance with regulatory requirements regarding the management and disclosure of raised funds, confirming no violations have occurred [21][22] - The company will hold a second extraordinary general meeting on September 16, 2025, to discuss various proposals, including those related to the raised funds [24][27]