证券之星消息，12月1日农产品加工板块较上一交易日上涨0.89%，中粮糖业领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。农产品加工板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600737 | 中粮糖业 | 6874.49万 | 8.27% | 2918.58万 | 3.51% | -9793.08万 | -11.78% | | 920273 | 一致魔宇 | 866.58万 | 16.04% | -197.14万 | -3.65% | -96.96万 | -1.79% | | 002286 | 保龄宝 | 652.10万 | 7.95% | -321.64万 | -3.92% | -330.46万 | -4.03% | | 000930 中粮科技 | | 380.45万 | 5.44% | -238.65万 | -3.41% | ...

Core Insights - Benxi City aims to transition from "storing grain in the ground" to "technology-driven grain production" by 2025, with a total investment of 480 million yuan for high-standard farmland construction [1] - The agricultural sector is focusing on enhancing grain yield and quality through various technological advancements and infrastructure improvements [2][3][4] Group 1: High-Standard Farmland Construction - The construction plan includes 58,200 acres in Benxi County, with an expected investment of 141.56 million yuan, improving irrigation and drainage systems [1] - The project aims to enhance soil quality and agricultural productivity, with a target of increasing grain yield by 8% through various initiatives [1] Group 2: Technological Advancements in Agriculture - The city is investing in facility agriculture, with 500 acres of new and upgraded facilities, promoting smart production technologies [2] - A "technology matrix" is being established, including the introduction of high-quality seed varieties and modern agricultural machinery, achieving a mechanization rate of 88% [2] Group 3: Agricultural Product Processing and Branding - The development of agricultural product processing clusters is underway, with several enterprises recognized as provincial-level agricultural industrialization leaders [3] - Efforts to enhance product quality and branding have led to the creation of new regional brands and increased market visibility [3] Group 4: Rural Development and Social Services - The city has established numerous demonstration cooperatives and family farms, focusing on training and integrating small farmers into modern agricultural practices [4] - Social services are being improved to support agricultural productivity, with significant efforts in rural infrastructure and environmental management [4] Group 5: Policy Support and Financial Assistance - The government is providing substantial subsidies and insurance to support farmers, with a total agricultural insurance premium reaching 825.19 million yuan [6] - Financial products tailored for agricultural development are being introduced, facilitating access to credit for farmers and agricultural enterprises [6] Group 6: Overall Economic Impact - The initiatives have resulted in a significant increase in rural residents' disposable income, outpacing overall economic growth in the region [8] - The focus on ecological sustainability and efficient resource use is contributing to both environmental and economic benefits for the community [8]

Group 1 - The core viewpoint of the article highlights the ongoing management of winter wheat and winter rapeseed in China, with a focus on ensuring safe overwintering and the positive momentum in rural industrial revitalization since 2025 [1][4][6][21][23] Group 2 - The area of winter wheat in the Huang-Huai-Hai region accounts for approximately 80% of the national wheat area, with challenges posed by delayed sowing due to continuous rain in the autumn of 2025 [4] - The Ministry of Agriculture and Rural Affairs has organized 12 technical guidance teams to key provinces to provide support for winter rapeseed management, emphasizing multi-level guidance for seedling management [6] - In Guangxi Pingguo, daily vegetable harvests reach around 100 tons, ensuring stable market supply during winter, with a total planting area of 22,000 acres and an annual output of approximately 240,000 tons [9] - The Hubei Agricultural Expo showcases nearly 2,000 enterprises and research institutions, presenting over 10,000 types of specialty agricultural products, reflecting the growing consumer demand for unique food items [12][16] - The agricultural processing industry in China has shown steady progress, with the added value of above-scale agricultural and sideline food processing industries increasing by 6.3% year-on-year from January to October [21] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of enhancing rural industries through actions such as strengthening leading enterprises, improving supply chains, and expanding rural functions [23]

棕榈油周报 2025 年 12 月 1 日 洪灾引发供应担忧 棕榈油 V 型反弹 核心观点及策略 黄蕾 从业资格号：F0307990 投资咨询号：Z0011692 高慧 从业资格号：F03099478 投资咨询号：Z0017785 王工建 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 投资咨询业务资格 沪证监许可【2015】84 号 李婷 从业资格号：F0297587 投资咨询号：Z0011509 棕榈油周报 一、市场数据 从业资格号：F03112296 投资咨询号：Z0021040 何天 从业资格号：F03120615 投资咨询号：Z0022965 敬请参阅最后一页免责声明 1 / 9 ⚫ 上周，BMD马棕油主连涨46收于4114林吉特/吨，涨幅 1.13%；棕榈油01合约涨76收于8626元/吨，涨幅0.89%； 豆油01合约涨54收于8244元/吨，涨幅0.66%；菜油01合 约跌59收于9757元/吨，跌幅0.6%；CBOT豆油主连涨 1.47收于52.08美分/磅，涨幅2.90%；ICE油菜籽活跃合 约涨9.9收于651.7加元/吨，涨幅1.54%。 ⚫ 棕榈油周内先跌后涨，呈 ...

1月至10月，乡村消费品零售额5.5万亿元，同比增长4.6%，增速高于城镇0.4个百分点。全国农村 和农产品网络零售额同比分别增长7.5%和9.5%。 特色产业加快发展。今年支持新建40个优势特色产业集群、50个现代农业产业园、200个农业产业 强镇，带动培育398个产业强村，发展了一批"小而精""特而美"的特色产品，推动小特产成为大产业。 农业农村部乡村产业发展司副司长潘扬彬：今年以来，我们围绕做好"土特产"文章，通过深入实施 农产品加工业发展行动、建强产业融合发展平台等措施，强龙头、补链条、兴业态、树品牌，拓展乡村 多种功能，挖掘乡村多元价值，乡村产业继续保持良好发展势头，产业韧性持续增强，活力进一步迸 发。 央广网北京12月1日消息（记者朱宏源）据中央广播电视总台中国之声《新闻和报纸摘要》报道， 农业农村部最新数据显示，今年以来，我国乡村产业振兴保持良好发展势头，产业韧性持续增强。 1月至10月，我国农产品加工业稳中有进。规模以上农副食品加工业增加值同比增长6.3%。加工布 局不断优化，产能持续向产地下沉、向主产区聚集。产业主体发展壮大，龙头企业整体运行良好，全国 县级以上龙头企业超9.8万家，其中涉及 ...

r 富县高级果业专业合作社 A NG lo 00 d 2 11 I d ratt 0 (B hn State B 国创 u . �iz Mag = ●● B 网目富士 ERA nt 阿涅 t 黄金 ri t 唯纳斯 C 6 P 上海道 there in 85 阿罗塞士 巴克文 值纳斯肯全 a 工物创业 "我知道汉南玉米好吃，没想到玉米笋须还能做喝的！""好香的玉米味，口感很好！"11月30日，在2025湖北农博 会现场，众多参展市民围在武汉解放村农产品专业合作社展台前，争相品尝其刚刚研发上市的一款玉米笋须露。 11月29日，2025湖北农博会在武汉国博中心开幕，在湖北省农民合作社办公室与省农民专业合作社联合会共同组 织下，来自全省各地的35家优秀农民合作社，携各自拳头产品齐齐亮相，共同展示湖北农合力量。 "农博会不仅是展示湖北好食材的舞台，更是我们打响优秀品牌的良机，推动荆楚美味走向更多消费者和更大市 场。"湖北省农民专业合作社联合会会长章龙介绍，此次组织优秀合作商抱团参展，是对特色农业品牌的一次集中 展示推广。下一步，将继续通过品牌培育、标准制定、渠道对接等举措，助力湖北农产品提升市场竞争力。 优质产品农博 ...

Group 1 - The core viewpoint emphasizes the consolidation and expansion of poverty alleviation achievements in China over the past five years, highlighting the importance of policy continuity, risk prevention, and innovative mechanisms to prevent large-scale poverty recurrence [1] - Current challenges include regional development imbalances, urban-rural disparities, rural aging, and hollowing, which hinder industrial upgrades and market resilience in some poverty-stricken areas [1] - The need for sustainable income growth for the population in poverty alleviation regions is stressed, advocating for a shift from temporary assistance to a comprehensive rural revitalization approach that enhances the internal development capabilities of the people [1] Group 2 - The development of diversified rural industries is identified as fundamental for cultivating internal development momentum and promoting income growth among the population [1] - Emphasis is placed on leveraging local resources to promote the deep processing of specialty agricultural products and extending the value chain [1] - The importance of fostering new business entities and improving mechanisms that connect farmers with agricultural industries is highlighted, encouraging multiple channels for the population to engage in the industrial chain and share in value-added benefits [1] Group 3 - The enhancement of internal motivation among the population through targeted training and information services is outlined, with a focus on aligning skill development with market demands [2] - The establishment of a collaborative mechanism among industries, enterprises, and vocational training institutions is recommended to optimize training resources and improve employment services [2] - The promotion of "order-based" skill training that matches regional characteristics and emerging industries is suggested to ensure practical application of skills learned [2]

Core Viewpoint - Cassava Resources (00841) reported a significant turnaround in its financial performance for the six months ending September 30, 2025, with a notable increase in revenue and profit [1] Financial Performance - Revenue reached HKD 848 million, representing a year-on-year growth of 88.9% [1] - The profit attributable to shareholders was HKD 10.072 million, a recovery from a loss of HKD 9.038 million in the same period last year [1] - Basic earnings per share were HKD 0.017 [1] Sales Performance - The increase in revenue was primarily driven by a rise in sales volume of dried cassava chips [1]

Core Viewpoint - Guangdong is addressing the significant urban-rural and regional development imbalance, particularly between the economically advanced Pearl River Delta and the less developed eastern and northwestern regions, through the "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" [1][3] Economic Development - The "Hundred Thousand Project" aims to enhance regional coordination and urban-rural integration, with the urban-rural income ratio in Guangdong projected to decrease from 2.41 in 2022 to 2.31 in 2024 [3] - For the first time, the economic growth rate of 57 counties (cities) in eastern and northwestern Guangdong has surpassed the provincial average, indicating a shift in economic dynamics [4] - The project has led to the establishment of industrial transfer cooperation parks, with over 1,620 projects and a planned total investment exceeding 580 billion [4] Agricultural and Local Industries - Local specialties are evolving into significant industries, with the value of Qingyuan chicken exceeding 10 billion, and the region is on track to achieve five major industries each worth over 10 billion [5][7] - The integration of agriculture, culture, and tourism is being promoted, with a notable increase in tourist visits to rural areas, reflecting a 17% year-on-year growth during the recent holiday period [7] Infrastructure and Environmental Improvements - The "Hundred Thousand Project" has led to significant improvements in rural living conditions, with waste management systems now covering all administrative villages and wastewater treatment rates reaching 79% [10] - The construction of beautiful towns and villages has resulted in enhanced local aesthetics and increased community engagement, with many villages seeing a revival in local pride and investment [11] Changes in Governance and Mindset - The project has shifted local governance from a focus on stability to a proactive approach towards development, with an emphasis on selecting capable leaders who can drive projects and policies effectively [13][14] - The initiative has fostered a sense of responsibility among local officials, as demonstrated by their quick response to natural disasters, showcasing improved community resilience [14]

Group 1 - The core viewpoint of the articles highlights the growth and potential of the Yantai sweet potato industry, particularly focusing on the "Yam Sweet 25" variety and its transformation into various processed products [3][4]. - The Yantai sweet potato industry has developed a complete industrial chain from seed breeding, standardized planting, to deep processing and brand marketing, with a planting area of approximately 400,000 acres and a total output exceeding 1 million tons by 2024 [4]. - The industry has attracted over 800 processing enterprises, driving a total industrial output value of about 6 billion yuan [4]. Group 2 - The company, Shandong Sweet Potato Agricultural Biotechnology Co., has innovated by developing nine types of probiotic fermented sweet potato drinks, which retain the flavor of "Yam Sweet 25" while promoting gut health [3]. - The entire sweet potato plant is utilized, with sweet potato sprouts being used as high-end vegetables, leaves for weight-loss meal replacements and tea, and stems for food additives and fertilizers [3]. - The focus on transforming product advantages into tangible industrial value aims to enhance farmer income and ensure sustainable development of the sweet potato industry [3].