中国发展网讯 姜海军 记者李宏伟报道 1月18日，十堰珍品京彩相约——2026南水北调水源地·十堰市绿 色农产品展销暨丹江鲌品牌推介会，在北京四季御园国际大酒店举行。本次活动以国家地理标志产品丹 江鲌为核心亮点，集中展示十堰绿色农产品，现场达成12项合作意向，签约金额达2.9亿元。其中，丹 江鲌签约金额1.6亿元。 签约仪式上，丹江鲌长期供货项目、优质食用菌产品供应和房县黄酒销售项目等12个合作项目成功签 约。北京大型商超、农产品批发市场、生鲜电商、餐饮企业等采购商，围绕丹江鲌供应链稳定性、"带 水运输"活鱼直达技术等细节，与十堰企业展开一对一深度沟通。 湖北省农业农村厅相关领导在致辞中指出，十堰依托南水北调中线工程核心水源地优势发展绿色农业， 丹江鲌作为水源地生态农业的代表，是落实乡村振兴战略、深化京堰对口协作的重要载体，期待其成为 京津冀消费者餐桌上的优质选择。 十堰市农业农村局负责人表示，后续将建立京堰农产品产销对接长效机制，定期组织丹江鲌企业赴京参 展，同时邀请北京采购商实地考察丹江鲌陆基循环桶、工厂化设施养殖基地，持续强化丹江鲌"全国绿 色农产品输出地代表"品牌影响力，让这尾承载十堰生态保护与产业转 ...

Group 1: Commodity Market Overview - The domestic commodity futures market experienced a broad increase on January 22, with the chemical sector leading the gains, particularly in products like butadiene rubber, ethylene glycol, and styrene, which saw daily increases of over 3% to 4% [1][2] - The China Securities Commodity Futures Price Index closed at 1694.75 points, up 14.75 points or 0.88% from the previous trading day, while the China Securities Commodity Futures Index closed at 2337.01 points, also up 20.34 points or 0.88% [1] Group 2: Chemical Products Performance - Chemical products saw a significant rally, with synthetic rubber, ethylene glycol, and styrene all rising over 4%. This surge is attributed to a strong consensus on the return of a bull market in commodities, with investors shifting focus to the chemical sector after previous gains in precious and industrial metals [2] - Factors supporting this rally include rising oil prices due to geopolitical tensions in major oil-producing countries and increased natural gas prices in Europe and the U.S. due to severe weather, which have positively impacted the cost side for chemical products [2] - Supply-demand mismatches have also contributed to the strength in the chemical sector, with tight supply conditions for butadiene and unexpected shutdowns in styrene production leading to increased speculative activity in the market [2] Group 3: Lithium Carbonate and Other Commodities - Lithium carbonate saw a significant increase, rising nearly 6% to reach a new high, driven by supply uncertainties and strong downstream demand from battery manufacturers. The upcoming Chinese New Year has also led to stockpiling activities [3] - Other commodities, including polysilicon, alumina, tin, eggs, palm oil, and crude oil, also experienced gains of over 1% [3] Group 4: Precious Metals Adjustment - The precious metals sector underwent a high-level adjustment, with gold and silver rebounding to maintain their gains, while palladium and platinum led the declines with drops of 1.90% and 0.92%, respectively [4] - The recent geopolitical tensions and changes in trade policies have impacted the demand for precious metals, leading to a retreat in prices, particularly for palladium and platinum, which have shown weaker monetary attributes [4] Group 5: Sugar Market Dynamics - The sugar market saw a slight recovery after five consecutive days of decline, influenced by overall market improvements. However, expectations of increased global sugar production for the 2025/26 season and the nearing end of the domestic peak season have created a supply surplus against weak demand [5] - Current domestic sugar prices are considered undervalued and close to cost support levels, which may drive prices into a bottoming phase [5]

Core Viewpoint - The "Gansu Flavor Market Promotion and Consumption" event showcased organic agricultural products from Liangdang County, highlighting their quality and local flavor, which attracted significant consumer interest [1] Group 1: Event Overview - The event lasted for six days and was held in Lanzhou, featuring a variety of organic products such as handmade hollow noodles, organic mushrooms, black fungus, and chestnuts [1] - Liangdang County's organic products gained popularity at the event due to their "fully organic" quality and rich local flavors [1] Group 2: Marketing and Consumer Engagement - Staff at the event engaged consumers through product tastings, source tracing explanations, and sampling experiences, leading to immediate purchases by many attendees [1] - The event served as a platform to enhance consumer awareness of Liangdang's organic products, establishing a foundation for future market expansion [1] Group 3: Agricultural Development Strategy - Liangdang County has focused on an "agriculture-first" development strategy, prioritizing "fully organic" products and cultivating several certified specialty agricultural products [1] - The event facilitated the connection between agricultural products and consumers, effectively addressing the "last mile" delivery from farms to tables [1]

软商品日报 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周三，ICE 美棉下跌 0.06%，报收 64.3 美分/磅，郑棉主力合约环比上涨 0.17%，报 收 14535 元/吨，主力合约持仓环比下降 908 手至 78.72 万手，棉花 3128B 现货价 格指数 15445 元/吨，较前一日上涨 55 元/吨。国际市场方面，近期海外宏观扰动 增量预期。上周纺企与织厂有补充原料库存动作，从库存结构来看，TTEB 数据显 | 震荡 | | | 不断，恐慌指数较高，美元指数偏弱，金银走势偏强，美棉价格缺乏方向性驱动。 | | | | 国内市场方面，昨日郑棉持仓环比基本持平，期价振幅收窄。近期关于 2026 年新 | | | 棉花 | 疆地区种植面积调整的预期交易逐渐降温，市场关注重心回归基本面，聚焦主要 | | | | 在于总供应、节前下游备货需求及开工情况。目前来看，棉花产量较高，进口有 | | | | 示纺织原料库存可用天数约 32 天，节前再度大幅补库动力不强。随着春节假期逐 | | | | 渐临近，企业也将陆续放假，开工率或从高位逐渐回落。整体来看，节 ...

农产品日报（2026 年 1 月 22 日） 一、研究观点 | 品种 | 点评 | 观点 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 近期玉米主力 | 2603 | 合约先跌后涨，3 | 月期价调整，5 | 月跟随。现货市场方面，目 | 前距离春节长假不足一个月时间，农户销售进度加快，贸易商入市收购，产销成 | | | | | | | | | 交转旺。目前东北玉米价格暂以稳定为主，有存货贸易商随行出货，基层目前也 | 以随行出货为主，低价售粮意向暂显一般。销区市场玉米价格稳中偏强运行，受 | | | | | | | | | | | | | 玉米 | 震荡偏弱 | 北方降雪影响，贸易商到货成本支撑下报价坚挺。下游目前备货谨慎为主，维持 | | | | | | | | | | | | 安全头寸滚动补库，市场未出现集中补库现象。技术上，玉米市场的近期表现主 | 要受到周边商品及情绪的影响。玉米 | 5 | 月合约期价先弱后强，产区潮粮收购价格 | | | ...

Core Viewpoint - Local government officials in Guangdong are actively promoting regional products and city images through live streaming and public events, enhancing consumer trust and engagement with local goods [1][2][5] Group 1: Promotion of Local Products - City leaders are taking on the role of "chief promoters" for local specialties, which helps to bridge the psychological gap between consumers and products [2] - The introduction of innovative products, such as the "frozen dormancy" technology for lychee, allows for extended freshness and showcases the potential of local agricultural products [2] - The promotion of unique local items, like "Chenpi coffee," reflects a broader strategy to highlight the entire industry chain and cultural significance behind these products [2] Group 2: Cultural and Economic Integration - The integration of agricultural products with cultural tourism is being emphasized, as seen in the promotional efforts of cities like Qingyuan and Chaozhou [3] - Events like the "Dongguan Manufacturing Aesthetic Tour" showcase the transformation of industrial cities into centers of aesthetic and cultural value, highlighting the evolution of local manufacturing [4] - The shift from merely selling products to promoting lifestyle and experiences indicates a strategic change in how local governments engage with consumers [5] Group 3: Government Engagement and Image - Local officials are leveraging popular media platforms to enhance the visibility of their cities, transforming from abstract managers to relatable service-oriented representatives [5] - The active participation of city leaders in promotional activities reflects a commitment to fostering a service-oriented government that resonates with the public [5]

（来源：中国共青团网） 转自：中国共青团网 在天津宝坻，不少农户和企业长期面临"线下靠熟人、线上缺门路"的难题，许多优质农产品因此陷 入"酒香也怕巷子深"的困境。 近日，由团中央青年发展部、农业农村部农村社会事业促进司、中国青年报社、团天津市委、天津市农 业农村委、宝坻区委、区政府联合主办，以"年货节"为主题的"青耘中国"直播助农活动天津专场落地天 津市宝坻区。青年主播、非遗传承人、村干部同台助阵，以一场兼具泥土气息与青春活力的电商直播形 式，助力百余款"津字号"特色农产品拓宽销售渠道。 直播间里，不仅上架小站稻、天鹰椒、麻花、粉条等特色产品，更承载着一份乡土信任与浓浓乡情。 青春力量，真情带货 来自内蒙古通辽的草根主播郑磊夫妇首次走进宝坻，以朴实真诚的风格打动网友，不少人当场下单支 持。他们选品严苛，参与"青耘中国"多场活动后，更将这套"严选"标准从家乡延伸至全国。 文化赋能，传递乡情 "青耘中国"天津专场，不仅是一场销售会，也是一次文化共鸣。 "这蒜瓣大均匀、辣味醇厚，从明朝种到现在，不只是一味调料，更是家乡的名片。"宝坻本地主播张楠 手持蒜头动情讲述六瓣蒜600多年的种植史；辛乐推介老字号山楂果茶，强调 ...

Core Viewpoint - The Ivorian government has implemented a 9% Value Added Tax (VAT) on specific products as part of its 2026 fiscal law tax reforms, aiming to balance tax collection, industry competitiveness, and input price control [1] Group 1: Tax Implementation - The VAT applies to products including jute and sisal fiber trading, livestock and poultry feed, feed production inputs and their packaging, as well as fertilizer production inputs and their packaging [1] - The initial VAT rate was set at 18%, which has been reduced to 9% to mitigate the impact on the relevant industries [1] Group 2: Government Challenges - The government faces challenges in balancing tax collection, industry competitiveness, and the control of input prices amidst the new tax implementation [1] - Previous measures announced by the government aimed at supporting livestock and optimizing feed production may be affected by the increased production and procurement costs resulting from the VAT [1]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 蛋白粕： （侯雪玲，从业资格号：F3048706；交易咨询资格号：Z0013637） 周三，CBOT大豆上涨，南美大豆收割进展缓慢提供支撑，市场的注意力离开格林兰岛的争端。随着中 国1200万吨采购结束，市场担忧美豆出口将再次陷入停滞，毕竟当前的价格格局，美豆性价比差。巴西 大豆收割率超过2%，马托格罗索州收割推进最快，预计7%。早期收割数据看，单产非常乐观。部分机 构将巴西大豆产量上调至1.8亿吨以上，巴西大豆产量预估范围1.7亿吨至1.822亿吨。国内方面，豆粕震 荡为主，市场增仓。油厂挺价为主，降雪影响了部分地区的物流油厂压榨量不高，叠加备货需求释放， 豆粕库存连续第三周下降。豆粕节前去库趋势，下游滚动采购，上游挺价为主。现货供应宽松及成本支 撑令豆粕震荡偏空思路。策略上，双卖策略。 油脂： （侯雪玲，从业资格号：F3048706；交易咨询资格号：Z0013637） 周三，BMD棕榈油上涨，至七周高位，因对春节需求走强的预期提振市场。船运数据显示，马棕油1月 1-20日出口环比增长8.67%至11.4%。高频数据显示，同期产量环比下滑16 ...

Report Summary 1. Report Industry Investment Ratings - Not provided in the given content. 2. Core Views of the Report - Short - term geopolitical tensions and a weakening dollar support oil prices, but inventory accumulation limits the upside potential [2]. - Precious metals are likely to remain strong in the medium - term, with short - term adjustments to fix overbought technical indicators [3]. - Most commodities are expected to show a pattern of short - term fluctuations, and investors need to pay attention to supply - demand changes, geopolitical risks, and policy impacts [2][3][4]. 3. Summary by Commodity Categories Energy - **Crude Oil**: The US strengthens military deployment in the Middle East. Kazakhstan's oil production may be suspended. The IEA raises the 2026 demand forecast, with reduced first - quarter supply surplus. Venezuelan exports are slow, and oil price rebound is limited [2]. - **Fuel Oil & Low - Sulfur Fuel Oil**: Geopolitical factors are dominant. High - sulfur fuel oil is supported in the short - term but pressured in the medium - term. Low - sulfur fuel oil has winter demand support but faces supply pressure [22]. - **Asphalt**: Military actions in the Middle East and oil price rebounds drive asphalt up. There are concerns about future raw material shortages [23]. Metals - **Precious Metals**: Overnight, precious metals fluctuated downward. The medium - term strength remains unchanged, with short - term adjustments [3]. - **Base Metals** - **Copper**: Overnight, LME copper fell. The US market premium cooled, and a short - position strategy is recommended in the domestic market [4]. - **Aluminum**: Overnight, Shanghai aluminum continued to fluctuate. The 23,800 - yuan level is supported, and it's advisable to wait and see [5]. - **Zinc**: Supply - side pressure is limited, but high prices have a negative impact on consumption. Zinc is expected to fluctuate at a high level in the short - term, with a medium - term short - selling strategy [8]. - **Lead**: The lead price fluctuates between 17,000 - 17,800 yuan/ton. Low - buying is recommended [9]. - **Nickel and Stainless Steel**: Shanghai nickel fluctuates at a high level. The negative feedback risk of stainless - steel consumption is increasing, but the short - term is still dominated by policy sentiment, and a long - position strategy is maintained [10]. - **Tin**: Overnight, tin prices opened high and closed low. A strategy of selling call options at a high level is recommended [11]. - **Carbonate Lithium**: It has risen sharply, but the downstream acceptance is low. The price is in a high - level shock, and risk prevention is needed [12]. - **Industrial Silicon**: The futures fluctuate. The supply reduction expectation is controversial, and the demand has no clear increase. The price is expected to fluctuate, and the implementation of major factory production cuts should be tracked [13]. - **Polysilicon**: The market is light. Production is expected to decline, and the futures fluctuate around 50,000 yuan/ton. Wait for the exchange's guidance [14]. - **Iron and Steel** - **Rebar & Hot - Rolled Coil**: Night - session steel prices rebounded slightly. Rebar demand is weak, and hot - rolled coil de - stocking is slow. The market will fluctuate in a range [15]. - **Iron Ore**: The global shipping volume decreased, and the domestic arrival volume declined. The port inventory is increasing. It is expected to fluctuate in the short - term [16]. - **Coke**: The price rebounded slightly. The supply is abundant, and it is likely to follow a weak - shock pattern [17]. - **Coking Coal**: The price rebounded slightly. The supply is abundant, and it is likely to follow a weak - shock pattern [18]. - **Manganese Silicon**: The price fluctuated downward. Manganese ore prices rose, and iron - water production decreased. A short - selling strategy on rebounds is recommended [19]. - **Silicon Iron**: The price fluctuated downward. Affected by policies, the demand is resilient, and a short - selling strategy on rebounds is recommended [20]. Chemicals - **Urea**: The spot price is weakly stable. Production increases, demand starts, and the long - term decline space is limited [24]. - **Methanol**: The futures fluctuate strongly. Demand decreases, inventory accumulates, but there is support from reduced imports in Q1, and it is expected to be in a stalemate [25]. - **Pure Benzene**: The night - session price rose. Supply decreases, demand increases, and the short - term trend is strong [26]. - **Styrene**: Some domestic producers' sales are good, and the supply is tight, providing support [27]. - **Polypropylene, Plastic & Propylene**: Supply and demand are both weak. Some markets have supply shortages, but downstream demand is weak [28]. - **PVC & Caustic Soda**: PVC is weak, and there is a possibility of capacity reduction. Caustic soda is also weak with high inventory [29]. - **PX & PTA**: There is pressure in the short - term, but there are opportunities for PX processing spreads and month - spreads in Q2 [30]. - **Ethylene Glycol**: Supply is expected to increase domestically and decrease overseas. There is a short - term inventory accumulation expectation, but improvement is expected in Q2 [31]. - **Short - Fiber & Bottle Chips**: Short - fiber follows cost fluctuations, and bottle - chip processing spreads have improved, but long - term capacity pressure exists [32]. Agricultural Products - **Grains and Oils** - **Soybeans & Soybean Meal**: US soybeans fluctuate strongly at the bottom. South American weather is improving, and the focus is on export and weather [36]. - **Soybean Oil & Palm Oil**: US bio - fuel policies are positive for soybean oil. Indonesian palm oil policies are uncertain, and Malaysian palm oil supply - demand improves marginally [37]. - **Rapeseed Meal & Rapeseed Oil**: The external market rises, the domestic supply is tight in the short - term, and the price is expected to fluctuate at the bottom [38]. - **Soybean No.1**: The price of domestic soybeans fell. Pay attention to policy and spot guidance [39]. - **Corn**: The supply is relatively sufficient. The futures are expected to fluctuate, and pay attention to sales progress and auctions [40]. - **Livestock and Poultry** - **Pigs**: The futures fell for three consecutive days. The short - term rebound may end, and there may be a low point next year [41]. - **Eggs**: The futures fluctuate. The long - term fundamental improvement is expected, and a long - position strategy is recommended on dips [42]. - **Other Agricultural Products** - **Cotton**: US cotton fell, and Zheng cotton fluctuates at a high level. The demand is stable, and the supply reduction policy has uncertainties [43]. - **Sugar**: International production varies, and domestic production progress is different. The short - term price faces pressure [44]. - **Apples**: The futures price回调. The focus is on demand, and the de - stocking speed may be affected [45]. - **Timber**: The price is low. Low inventory provides support, and it's advisable to wait and see [46]. - **Paper Pulp**: The futures fell slightly. The demand is weak, inventory accumulates, and it's advisable to wait and see [47]. Others - **Container Shipping Index (European Line)**: Spot prices are expected to decline, and near - term contracts have limited downside. The market will enter an observation period before the Spring Festival, and the focus of far - term contracts is the resumption of navigation [21]. Financial Instruments - **Stock Index**: A - share indexes rose, and the short - term trend is expected to be upward. The medium - term trend depends on the transition to profit - driven [48]. - **Treasury Bonds**: 30 - year treasury bond futures rose. Pay attention to potential curve - flattening opportunities and market warming signals [49].