Group 1 - The core viewpoint of the article emphasizes the importance of ensuring stable prices and supply of essential goods ahead of the holiday season through coordinated inspections [2][5]. Group 2 - A joint inspection team was formed by the state development and reform commission, market supervision bureau, and local authorities to conduct special inspections on essential goods in the market [2][5]. - The inspection focused on key consumer goods such as grains, oils, meat, eggs, and vegetables, assessing market supply, price levels, and transaction order [5]. - Current market conditions show sufficient supply and variety of essential goods, with stable prices and no illegal activities such as price gouging or hoarding detected [5]. Group 3 - The state development and reform commission plans to enhance coordination with various levels of government to increase market inspections and ensure adequate supply and stable prices during the Spring Festival [5].

新世纪期货： 全球大豆供应宽松，因市场对美豆出口担忧，美对华大豆销售缓慢仍是市场关注焦点，南美丰产预期强 烈，不过阿根廷一些大豆产区面临干旱影响。国内进口大豆持续到港，大豆库存高位，供应宽松，下游 节前备货陆续展开为需求带来提振，预计豆二偏震荡，关注南美大豆产区天气、中美贸易进展等不确定 性风险。 巴西大豆压榨商协会（ABIOVE）表示，预计2025/26年度巴西大豆产量将达1.77124亿吨，而上一年度 为1.71481亿吨。预计2026年巴西大豆出口量将达到1.115亿吨，而2025年的出口量为1.082亿吨。 机构观点 瑞达期货（002961）： 美国全国油籽加工商协会（NOPA）最新发布的压榨数据，12月大豆压榨量为2.25亿蒲式耳，环比增长 4.1%，同比增长8.9%，创下历史单月次高水平，且略高于市场预期，反映出美国国内压榨需求持续强 劲，为盘面提供明确支撑。然而，市场同样面临上方压力，巴西即将开启创纪录规模的大豆收获，预计 在未来数月主导全球出口供应，这将持续抑制美豆价格的上涨空间。 消息面 阿根廷农牧渔业国秘处公布的数据显示，截至1月22日，阿根廷2025/26年度大豆种植率为98%，上周为 ...

Core Insights - Ireland's exports to Iran are projected to decline significantly by 2025, with current figures showing exports just below €5.7 million for the first ten months of the previous year [1] Group 1: Export Data - In 2024, Ireland exported nearly €40 million worth of agricultural products to Iran, while imports from Iran were valued at €664,000 [1] - The majority (67%) of the exports in 2024 consisted of chemicals, beverages, and industrial chemicals [1] Group 2: Trade Relations - The trade relationship between Ireland and Iran is characterized by very limited service trade [1] - Former President Trump's trade policies primarily targeted goods rather than services, impacting the trade dynamics between the two countries [1]

泰国商业部：泰铢坚挺影响农产品出口。 ...

Core Insights - Qinghai Province has achieved significant growth in intellectual property during the "14th Five-Year Plan" period, with a total of 43,700 patent authorizations and 88,900 trademark registrations, representing increases of 123.14% and 93.26% respectively compared to the end of the "13th Five-Year Plan" [1] - The province has effectively utilized geographical indications to empower rural revitalization, with 248 enterprises using geographical indications generating over 30 billion yuan in annual output value [1] - Qinghai has focused on building an industrial framework, implementing 28 patent navigation projects, and establishing three provincial-level intellectual property operation centers [1] - A global first salt lake patent big data platform has been created, and financing through intellectual property pledges has reached 1.527 billion yuan, alleviating financing difficulties for enterprises [1] Public Service Development - Qinghai has enhanced its public service network, with Xining approved as a national pilot city for intellectual property public service standardization, establishing 12 national-level and 18 provincial-level technology and innovation support centers [2] - The province has implemented a "one-stop" service for patent and trademark business, improving convenience for users [2] - Collaborative development across regions has been deepened, with eight cooperation agreements signed and recognition for efforts in intellectual property cooperation [2]

1. Report Industry Investment Rating - The investment rating for commodities and stock index futures is overall neutral [5] 2. Core Viewpoints of the Report - The driving force of the non - ferrous metals sector is slowing down, and its short - term upward trend may ease [1] - The general trend of inflation narrative remains unchanged, and the future path of price recovery depends on supply - side policies [2] - There is a certain divergence in domestic and overseas economic prosperity. Overseas prosperity has been declining since October, while China's exports and new orders are still positive [3] - In the short term, attention should be paid to the rotation possibility of low - valuation sectors in commodities [4] 3. Summary by Relevant Catalogs Market Analysis - Macro factors: The "232" investigation has been finalized, and Trump announced not to impose new tariffs on key mineral imports. He is also planning a "price floor" mechanism. There are developments in the Greenland issue and the Fed chair candidate situation [1] - Event factors: CME will change the margin setting method for gold, silver, platinum, and palladium contracts. The CMX - LME spread of copper has converged [1] Inflation Narrative - Central Economic Work Conference emphasized boosting consumption and "anti - involution". The central bank cut interest rates on structural monetary policy tools and indicated there is room for further cuts. The Ministry of Finance issued 5 policy documents to support various loans. Special treasury bonds for equipment renewal were issued, and large - scale MLF operations were carried out [2] - Geopolitical tensions between Iran and Venezuela have intensified, and only economic recession and interest - rate hike expectations can cool down inflation [2] Domestic and Overseas Economic Conditions - China's foreign trade is accelerating recovery. In December, exports increased by 6.6% and imports by 5.7% year - on - year. China's GDP growth target of 5% in 2025 was achieved. The official manufacturing PMI in December was 50.1, and the non - manufacturing PMI was 50.2 [3] - The US 12 - month ISM manufacturing index decreased slightly, and non - farm payrolls were lower than expected with a high unemployment rate [3] Commodity Analysis - Non - ferrous metals: Long - term supply constraints remain, but short - term upward momentum may slow [4] - Energy: The US will "sell on behalf of" Venezuelan oil, and Trump hopes to lower oil prices. The US energy minister called for doubling global oil production, and the IEA predicts a serious supply surplus [4] - Chemicals: The "anti - involution" space of methanol, PTA and other varieties is worth attention [4] - Agricultural products: Weather expectations and short - term pig diseases need to be monitored [4] - Black metals: Domestic policy expectations and low - valuation repair possibilities should be focused on [4] - Precious metals: Opportunities to buy gold at low prices should be noted [4] Strategy - The overall strategy for commodities and stock index futures is neutral [5] Important News - The market rebounded after hitting the bottom, with multiple sectors performing strongly [7] - The National Development and Reform Commission issued 93.6 billion yuan in special treasury bonds for equipment renewal, driving over 460 billion yuan in total investment [7] - The central bank will conduct 900 billion yuan in 1 - year MLF operations [7] - The central bank governor said there is room for further reserve requirement ratio cuts and interest rate cuts this year [7] - There are developments in the US regarding the Fed chair candidate and the Greenland issue [7] - The European Parliament indefinitely froze the review of the EU - US trade agreement [7] - The US energy minister called for doubling global oil production [7] - US natural gas prices soared by 50% in two days, and WTI and Brent crude oil prices declined [7]

Report Summary 1. Industry Investment Rating No investment rating information is provided in the report [2] 2. Core Viewpoint The new grain sales have slowed down, and the remaining grain after the Spring Festival is still expected to be insufficient. Although there is a tight supply expectation of high - quality grain in some areas, the public bidding transactions and a significant increase in imports, along with the support of downstream procurement demand, suggest that corn prices in the first half of the year may be relatively optimistic, but the upside space is limited. It is recommended that grain - using enterprises purchase spot goods as needed and maintain a safe reserve, while traders should buy at low prices and sell at high prices [6] 3. Summary by Category 3.1 Futures and Spot Market Conditions - The corn main 2603 contract rebounded again, while the spot price was stable with a slight decline. The basis of corn oscillated weakly, and the discount of the futures price narrowed. The starch main 2603 contract oscillated and rebounded, with a stable starch price and a weakly oscillating basis [3] 3.2 New Grain Sales Progress - As of January 22, the national grain sales progress was 56%, 1% slower year - on - year. There was obvious regional differentiation: the Northeast was 56%, 2% faster year - on - year; North China was 51%, 3% slower year - on - year; and the Northwest was 69%, 3% slower year - on - year. It is expected that the national grain sales progress before the Spring Festival will exceed 60%, and there will be insufficient remaining grain after the Spring Festival. As of January 22, CGSCC had put 750,000 tons into public bidding and 611,000 tons were transacted [3] 3.3 Inventory Status - As of January 16, the corn inventory in northern ports was 1.497 million tons, rebounding month - on - month and at a low level in the same period in recent years. The weekly shipping volume was 389,000 tons, dropping significantly. In Guangdong Port, the domestic trade corn inventory was 478,000 tons, dropping month - on - month, and the foreign trade corn inventory was 219,000 tons, also dropping month - on - month. As of January 23, the corn inventory of deep - processing enterprises was 3.838 million tons, rising continuously month - on - month and still at a low level in the same period in recent years. The corn inventory of feed enterprises was 31.32 days, rising month - on - month [4] 3.4 Substitute and Import Situation - Due to the delayed wheat sowing and poor seedling conditions, wheat may have a reduced yield. The wheat - corn price difference remains high, and wheat substitution for corn is not feasible. In December 2025, China's corn imports increased significantly again, up 44.1% month - on - month and 135.3% year - on - year. The cumulative corn imports in 2025 were 2.647 million tons, down 80.8% year - on - year. Corn imports have increased significantly since last October and may continue to rise [4] 3.5 External Market Conditions - The U.S. corn in the external market oscillated at a low level. The U.S. Department of Agriculture's January supply - demand report increased the U.S. corn production to a record high due to increased yield per unit and harvested area, which led to a nearly 10% increase in the ending inventory, up 44% year - on - year. The South American corn production was not adjusted. The global corn ending inventory increased by 4.2% but was still 1.29% lower than last year [4] 3.6 Demand Situation - Feed demand was relatively strong. Pig prices rebounded, and pig farming turned profitable. As of January 16, the profit of purchasing piglets for fattening was 48.35 yuan per head, and the self - breeding and self - fattening profit was 7.39 yuan per head. The reduction of pig production capacity achieved certain results. In December, the national inventory of breeding sows was 39.61 million, and the national pig inventory was 429.67 million, showing the first month - on - month decline in recent years and only a 0.5% year - on - year increase. In the poultry sector, egg prices rebounded, and the breeding loss narrowed. The demand for feed may remain strong. Deep - processing enterprise demand was insufficient. The processing profit of starch processing enterprises was in the red in some areas, and the operating rate stopped falling. The operating rate of starch processing enterprises was 60.46% as of January 23, rising month - on - month, and the starch inventory was 1.069 million tons, continuing to decline. Alcohol processing enterprises continued to make losses, and the operating rate dropped to 57.33%. The operating rate of downstream starch sugar enterprises was rising, and that of paper - making enterprises was relatively stable [5]

油脂油料早报 研究中心农产品团队 2026/01/23 隔 夜 市 场 信 息 ： 民间出口商报告向未知目的地出售192,350吨大豆 民间出口商报告向未知目的地出口销售192,350吨大豆，2025/2026市场年度付运。 截至1月15日当周，美国大豆出口销售料净增150-320万吨 分析师的预估显示，截至1月15日当周，美国大豆出口销售料净增150-320万吨。其中2025-26年度料净增150-300万 吨，2026-27年度料净增0-20万吨。 美国豆粕出口销售料净增20-50万吨。其中2025-26年度料净增20-50万吨，2026-27年度料净增0吨。美国豆油出口 销售料净增0.5-2.5万吨。其中2025-26年度料净增0.5-2.5万吨，2026-27年度料净增0吨。 Hedgepoint上调巴西大豆产量预估至1.795亿吨 Hedgepoint称，巴西2025/26年度大豆产量预计为1.795亿吨，高于此前的1.78亿吨。截至1月16日，巴西大豆收割 率为3%，高于前一周的1%。 Abiove预计2026年巴西大豆压榨量为6,100万吨 Abiove预计，巴西2025/26年度大豆产量将达到 ...

Group 1 - The Ministry of Agriculture and Rural Affairs is focusing on ensuring the quality of agricultural products during the "first mile" of market entry [2] - A press conference held on January 22 highlighted the acceleration of agricultural modernization and the promotion of rural revitalization [5][10] - The Ministry has initiated a second round of land contract extensions for 30 years, covering 7 provinces, 221 counties, and 349 townships, benefiting over 25 million farmers [6][7] Group 2 - The Guangdong Provincial People's Congress is set to focus on agricultural modernization in 2026, which is a key year for advancing rural revitalization [14][15] - The "万人人鹅宴" event in Shantou attracted significant attention, reaching over 100 million people through various media [39] - The training program for 421 grassroots agricultural technicians in Zhanjiang emphasizes grain and oil stability and smart agriculture [41][45] Group 3 - China's tea exports are projected to reach 418,800 tons in 2025, marking a historical high with an export value of approximately $1.546 billion, reflecting strong global competitiveness [32][34]

进入腊月，年味渐浓，"办年货"作为迎接春节的传统序幕，已悄然融入人们的日程。1月22日，在北京 农业展览馆，北京年货大集正式拉开帷幕。本网记者在现场看到，来自东北的优质大米、广东的特色盆 菜、云南的鲜美菌菇……来自天南地北的特色风味汇聚一堂，共同组成了一桌丰盛的"舌尖上的中国"。 近期，农业农村部已对节日期间"菜篮子"产品稳产保供工作作出部署，要求各地进一步压紧压实"菜篮 子"市长负责制，切实抓好产品稳定供应与质量安全，确保今冬明春特别是春节期间"菜篮子"产品市场 供应充足、价格总体平稳。 来源：人民网 190 010 EN 11 77 NVIV 6 Portant II n 3 s 21 r * 7 D) 1 t . STE Min. r 61 ...