目前，延津县花生种植面积常年保持在60万亩左右，全县花生购销及各类加工主体总数达115家，年购 销和加工能力突破40万吨，花生加工产值高达24.3亿元。 170吨、100吨、30吨……周边村民每天运来的花生越来越少。11月27日，在延津县石婆固镇胡庄村，延 津县成根花生种植合作社经理胡成三对记者说："乡亲们送来的花生越来越少，说明我们县的花生已经 基本入仓了。" 经过晾晒的花生入了仓，合作社院内的机器却轰鸣不停。花生要在这里完成"对号入座"——该合作社今 年预计收购花生1.2万吨，目前已完成2000吨花生米的去壳和分级工作。 "我们每天可分拣200吨花生米，按大小分为六个等级，让每一粒花生都'对号入座'，实现价值最大 化。"胡成三介绍，精品花生米直供高端食品企业，身价翻番；其余等级则精准对接出口、榨油和酱料 市场。 车间里，分级包装好的花生米堆放整齐，其中，一堆装在透明袋里的花生米格外引人注意。"这就是一 级花生米，我们供给开封兴盛德等高端食品企业的就是这种。"胡成三说。 责任编辑： 路娇 延津花生的优良品质，源于这片土地的独特禀赋。据延津县农业农村局土肥站站长郑新娣介绍，延津地 处黄河故道，土壤有机质平均含 ...

证券代码：600108 证券简称：亚盛集团 公告编号：2025-047 甘肃亚盛实业（集团）股份有限公司关于为全资子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 担保对象及基本情况 1.甘肃亚盛实业（集团）股份有限公司（以下简称"公司"）与兰州银行股份有限公司秦安路支行签订保 证合同，为公司全资子公司甘肃亚盛薯业集团有限责任公司（以下简称"亚盛薯业"）的全资子公司甘肃 天润薯业有限责任公司（以下简称"天润薯业"）提供额度为1,000万元的连带责任担保。 2. 公司与兰州银行股份有限公司秦安路支行签订保证合同，为公司全资子公司亚盛薯业的全资子公司甘 肃大有农业科技有限公司（以下简称"大有农业"）提供额度为1,000万元的连带责任担保。 3 公司与甘肃山丹农村商业银行股份有限公司营业部签订保证合同，为公司全资子公司亚盛薯业的全资 子公司山丹县芋兴粉业有限责任公司（以下简称"芋兴粉业"）提供额度为258万元的连带责任担保。 4. 公司与交通银行股份有限公司甘肃省分行签订保证合同，为公司全 ...

Group 1 - The core point of the article is that COFCO Technology (SZ 000930) held a temporary board meeting on November 28, 2025, to review various proposals, including the signing of performance agreements by the leadership of COFCO Biotechnology [1] - For the first half of 2025, COFCO Technology's revenue composition was 98.33% from agricultural product processing and sales, with other businesses contributing 1.67% [1] - The current market capitalization of COFCO Technology is 10.8 billion yuan [2]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Views - **Canola Oil**: This week, canola oil futures fluctuated and closed lower. The 01 contract closed at 9,757 yuan/ton, down 59 yuan/ton from the previous week. Although the export of Canadian canola has declined significantly this year, the Canadian biofuel production incentive plan, which designates canola oil as the core raw material, and the agreement between Canada and Pakistan to promote canola exports to Pakistan provide support. Domestically, the supply of imported canola is structurally tight, and canola oil will continue to be destocked, supporting its price. However, the abundant supply of soybean oil and its good substitution advantage limit the demand for canola oil. The canola oil futures price has been fluctuating narrowly and slightly lower recently, but it may be stronger than other oils due to tight supply. Short - term participation is recommended [8]. - **Canola Meal**: This week, canola meal futures fluctuated narrowly and closed higher. The 01 contract closed at 2,452 yuan/ton, up 21 yuan/ton from the previous week. The US soybean is in the export season with abundant supply, but it faces competition from cheaper Brazilian soybeans. The good domestic crushing consumption in the US and China's purchase of nearly 2 million tons of US soybeans since October 30 support the US soybean price. Domestically, the import of Canadian canola and canola meal is restricted, and the supply is tight. However, the demand for canola meal in aquaculture has weakened due to the temperature drop, and the abundant supply of soybeans and the good substitution advantage of soybean meal reduce the demand for canola meal. The canola meal market is in a situation of weak supply and demand. The canola meal has been generally fluctuating recently, and short - term participation or waiting and seeing is recommended. Attention should be paid to China's soybean purchases and the breakthrough of China - Canada trade policies [10]. 3. Summary by Directory 3.1 Week - to - Week Key Points Summary - **Canola Oil**: The 01 contract of canola oil futures closed at 9,757 yuan/ton, down 59 yuan/ton from the previous week. The export decline of Canadian canola exerts pressure, but policies and new export agreements provide support. Domestically, the supply is tight, and the price is supported, but the demand is limited by soybean oil. The price may be stronger than other oils, and short - term participation is recommended [8]. - **Canola Meal**: The 01 contract of canola meal futures closed at 2,452 yuan/ton, up 21 yuan/ton from the previous week. The US soybean market has both supply and demand factors. Domestically, the supply is tight, but the demand is weak. The market is in a situation of weak supply and demand, and short - term participation or waiting and seeing is recommended [10]. 3.2 Futures and Spot Market - **Futures Price and Position**: Canola oil futures fluctuated and closed down this week, with a total position of 175,955 lots, a decrease of 67,869 lots from last week. Canola meal futures fluctuated narrowly and closed up, with a total position of 319,701 lots, a decrease of 36,483 lots from last week [14]. - **Top 20 Net Positions**: The top 20 net positions of canola oil futures were +2,658 this week, compared with +4,542 last week, with a slight increase in net long positions. The top 20 net positions of canola meal futures were - 11,641 this week, compared with - 10,587 last week, with a slight increase in net short positions [19]. - **Futures Warehouse Receipts**: The registered warehouse receipts of canola oil were 3,965 lots, and those of canola meal were 0 lots [24][25]. - **Spot Price and Basis**: The spot price of canola oil in Jiangsu was 10,700 yuan/ton, slightly lower than last week. The basis between the active contract of canola oil and the spot price in Jiangsu was +313 yuan/ton. The price of canola meal in Nantong, Jiangsu was 2,420 yuan/ton, basically the same as last week. The basis between the spot price in Jiangsu and the active contract of canola meal was - 32 yuan/ton [34][40]. - **Futures Inter - month Spread**: The 1 - 5 spread of canola oil was +256 yuan/ton, at a medium level in the same period in recent years. The 1 - 5 spread of canola meal was +37 yuan/ton, at a medium - high level in the same period in recent years [48]. - **Futures - Spot Ratio**: The ratio of the 01 contract of canola oil and canola meal was 3.979, and the ratio of the average spot price was 3.97 [52]. - **Price Spread between Canola Oil and Other Oils**: The spread between the 01 contract of canola oil and soybean oil was 1,513 yuan/ton, and the spread between the 01 contract of canola oil and palm oil was 1,131 yuan/ton. Both spreads fluctuated narrowly and contracted this week [61]. - **Price Spread between Soybean Meal and Canola Meal**: The spread between the 01 contract of soybean meal and canola meal was 592 yuan/ton, and the spot spread was 560 yuan/ton as of Thursday [67]. 3.3 Industry Situation - **Canola**: As of November 21, 2025, the total inventory of canola in oil mills was 0.1 million tons. The estimated arrival volumes of canola in November, December, and January 2025 were 1, 60, and 36.5 million tons respectively. The spot crushing profit of imported canola was +1,190 yuan/ton as of November 27. The crushing volume of canola in coastal oil mills was 0.0 million tons in the 47th week of 2025, with an operating rate of 0.0%. The import volume of canola in October 2025 was 0 million tons [73][77][81][85]. - **Canola Oil**: As of the end of the 47th week of 2025, the inventory of imported and crushed canola oil was 43.9 million tons, a decrease of 4.4 million tons from last week, a month - on - month decrease of 8.98%. The import volume of canola oil in October 2025 was 14.07 million tons, a year - on - year decrease of 10.11% and a month - on - month decrease of 1.59 million tons. As of October 31, 2025, the monthly output of edible vegetable oil was 4.276 million tons, and the monthly catering revenue was 519.9 billion yuan. The contract volume of imported and crushed canola oil was 3.8 million tons as of the end of the 47th week of 2025, an increase of 0.1 million tons from last week, a month - on - month increase of 4.91% [89][93][97]. - **Canola Meal**: As of the end of the 47th week of 2025, the inventory of imported and crushed canola meal was 0.0 million tons, a decrease of 0.2 million tons from last week, a month - on - month decrease of 100.00%. The import volume of canola meal in October 2025 was 22.06 million tons, a year - on - year decrease of 27.99% and a month - on - month increase of 6.30 million tons. As of October 31, 2025, the monthly output of feed was 29.57 million tons [101][105][109]. 3.4 Option Market Analysis As of November 28, the implied volatility of canola meal options was 17.7%, a decrease of 3.03% from the previous week, and it was slightly lower than the 20 - day, 40 - day, and 60 - day historical volatility of the underlying asset [113].

| 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 | 3206.57万 | 6.67% | -175.62万 | -0.37% | -3030.95万 | -6.30% | | 600191 | 三四级 | 2821.37万 | 6.80% | 80.30万 | 0.19% | -2901.67万 | -6.99% | | 000505 京粮控股 | | 2149.21万 | 4.78% | -2111.66万 | -4.70% | -37.55万 | -0.08% | | 003030 祖名股份 | | 1844.83万 | 9.27% | 1410.76万 | 7.09% | -3255.59万 | -16.37% | | 000972 *ST中基 | | 711.87万 | 12.57% | -470.88万 | -8.31% | -240.99万 | -4.25% | | 00093 ...

Report Industry Investment Rating - The investment strategy for the industry is neutral [4] Core View of the Report - The prices of the three major oils fluctuated strongly. Affected by the typhoon, heavy precipitation in Sumatra, Indonesia, and the Malay Peninsula led to market concerns about the impact on short - term harvesting, providing some support for the oil market. However, according to NOAA data, the heavy precipitation is expected to end on Friday, with limited overall impact [3] Market Analysis Futures Prices - The closing price of the palm oil 2601 contract was 8,528 yuan/ton, with a daily increase of 88 yuan or 1.04% - The closing price of the soybean oil 2601 contract was 8,224 yuan/ton, with a daily increase of 74 yuan or 0.91% - The closing price of the rapeseed oil 2601 contract was 9,772 yuan/ton, with a daily decrease of 47 yuan or 0.48% [1] Spot Prices - The spot price of palm oil in Guangdong was 8,470 yuan/ton, with a daily increase of 60 yuan or 0.71%, and the spot basis was P01 - 58 yuan, with a daily decrease of 28 yuan - The spot price of first - grade soybean oil in Tianjin was 8,400 yuan/ton, with a daily increase of 70 yuan or 0.84%, and the spot basis was Y01 + 176 yuan, with a daily decrease of 4 yuan - The spot price of fourth - grade rapeseed oil in Jiangsu was 10,070 yuan/ton, with a daily decrease of 70 yuan or 0.69%, and the spot basis was OI01 + 298 yuan, with a daily decrease of 23 yuan [1] Market News - According to SGS, the estimated export volume of Malaysian palm oil from November 1 - 25 was 583,574 tons, a decrease of 40.77% compared to the same period last month - As of November 27, continuous heavy rain in Sumatra, Indonesia, caused floods and landslides, resulting in 52 deaths - The C&F price of Argentine soybean oil (December shipment) was 1,166 US dollars/ton, a decrease of 4 US dollars/ton from the previous trading day; the C&F price of Argentine soybean oil (February shipment) was 1,157 US dollars/ton, an increase of 1 US dollar/ton from the previous trading day - The C&F quotes of imported rapeseed oil: Canadian rapeseed oil (December shipment) was 1,110 US dollars/ton, unchanged from the previous trading day; Canadian rapeseed oil (February shipment) was 1,090 US dollars/ton, unchanged from the previous trading day - The C&F price of US Gulf soybeans (December shipment) was 502 US dollars/ton, an increase of 3 US dollars/ton from the previous trading day; the C&F price of US West soybeans (December shipment) was 496 US dollars/ton, an increase of 3 US dollars/ton from the previous trading day; the C&F price of Brazilian soybeans (December shipment) was 500 US dollars/ton, an increase of 7 US dollars/ton from the previous trading day - The import soybean premium quotes: the premium of the Mexican Gulf (December shipment) was 235 cents/bushel, unchanged from the previous trading day; the premium of the US West Coast (December shipment) was 220 cents/bushel, unchanged from the previous trading day; the premium of Brazilian ports (December shipment) was 230 cents/bushel, an increase of 10 cents/bushel from the previous trading day [2]

Group 1 - The coconut downstream industrialization project supported by China is expected to create significant added value for the Indonesian economy, with an initial job creation of 5,000 positions in the first year and an increase to 10,000 in the second year [1] - A Chinese company plans to invest $100 million to build coconut processing factories in multiple cities in Indonesia, aiming to retain added value domestically and create local employment opportunities [1] - The project is set to consume 500 million coconuts annually, enhancing the value potential of coconuts through an integrated downstream industrial chain, allowing farmers to achieve higher prices without bearing transportation costs [1] Group 2 - Indonesian coconut products, such as coconut water and fresh coconut lattes, have gained popularity among Chinese consumers, especially after the opening of quarantine access for fresh coconuts from Indonesia to China [2] - From January to May this year, Indonesia exported 204,400 tons of fresh coconuts to China, marking a 47% year-on-year increase [2]

Core Insights - The new Shunyi Market is launching a smart food industry park, focusing on modernizing food production and distribution processes [1][2] - The park aims to integrate food processing, cold chain logistics, central kitchens, and digital delivery into a comprehensive food industry base [1] Group 1: Project Overview - The smart food industry park will be centered around the ongoing construction of a vegetable trading building, accelerating development through simultaneous exterior construction and municipal engineering [1] - Key projects include the vegetable trading building and fruit demonstration greenhouse, which are essential for the transformation and upgrading of Shunyi Market [1] Group 2: Industry Transformation - The project will enhance the trading model of agricultural products, shifting from primary trading to extending supply chain capabilities, and transitioning product structures towards branding, standardization, and deep processing [1] - The park will focus on the ready-to-eat vegetable processing industry, utilizing advanced foreign equipment to standardize processing from farm to table [1] Group 3: Technological Integration - A large-scale central kitchen cluster will be established, incorporating robotic cooking and smart equipment to provide meal delivery services for enterprises and schools [2] - The park will feature large cold storage facilities for meat processing, seasoning production, and cold chain warehousing, collaborating with platforms like JD.com and Meituan to create a digital delivery system [2] Group 4: Operational Efficiency - The underground space will be dedicated to logistics distribution, enabling an efficient operation model of "processing above, shipping below" [2] - The park's development is expected to reduce operational costs, enhance meal delivery efficiency, and minimize energy consumption and pollution from decentralized cooking [2]

Core Insights - The collaboration between Baiyun District and Lianjiang City aims to enhance regional development through industrial synergy, improving livelihoods, and constructing parks, transitioning from "blood transfusion" aid to "blood-making" development [3][4][5][6] Group 1: Industrial Collaboration and Development - Baiyun District is leveraging its role as a "Bay Area connector" to facilitate the full chain of "design-manufacturing-exhibition," helping Lianjiang's quality products connect with the Greater Bay Area market [9][10] - The establishment of the Baiyun-Lianjiang Industrial Collaboration Innovation Center aims to enhance Lianjiang's manufacturing capabilities and market expansion through a collaborative model [12][13] - The center has successfully facilitated partnerships between Lianjiang enterprises and design firms, resulting in 12 design projects and 11 innovative products set to debut at the 2025 Spring Canton Fair [18][19] Group 2: Agricultural and E-commerce Initiatives - The collaboration has led to the establishment of an e-commerce service center to enhance the sales channels for Lianjiang's agricultural products, integrating offline exhibitions with online capabilities [28][30] - The initiative has attracted 23 enterprises to the e-commerce center, promoting local agricultural products like red oranges and lychees to national markets [34][35] - The "reverse flying land" industrial collaboration platform has successfully connected with international buyers, achieving intention orders exceeding 300 million yuan [22][23] Group 3: Resource Activation and Economic Growth - The project focuses on revitalizing idle rural resources, transforming them into productive assets, such as converting an old village office into a standardized rice noodle processing workshop, creating over 40 long-term jobs [41][42] - The introduction of a mushroom cultivation project in Changshan Town is expected to generate an annual output value of 5 million yuan, demonstrating effective resource activation [48][49] - The establishment of integrated bases for agricultural product processing and enterprise incubation is projected to generate over 200,000 yuan in annual income [51][56] Group 4: Brand Building and Market Expansion - The promotion of "Lianjiang Quality Products" through extensive advertising campaigns has significantly increased brand visibility, reaching over a billion exposures [107][108] - Collaborative efforts in cross-regional exhibitions and trade have facilitated the signing of contracts for 12 enterprises to settle in Lianjiang, enhancing local industry [120][123] - The establishment of a joint industrial park aims to support local enterprises and attract investments, with a total investment of 494.6 million yuan in aid funds [127][130]

Core Viewpoint - The "Xinjiang Products Southward, Guangdong Products Northward" promotional event showcased high-quality cotton products from the Third Division of Tumushuke City in Guangzhou, highlighting the successful integration of Xinjiang's products into the Guangdong market [2][20]. Group 1: Event Overview - The promotional event took place in Guangzhou, focusing on high-quality products from the Third Division of Tumushuke City [2][3]. - The event featured a variety of products, including cotton socks, dried fruits, and other local specialties, attracting significant consumer interest [23][24]. Group 2: Product Highlights - The cotton socks made from Xinjiang long-staple cotton were particularly popular, praised for their softness, sheen, and skin-friendliness, with some products incorporating lavender essential oil and 7A-grade antibacterial technology [9][10][11]. - All showcased cotton socks sold out during the event, with many customers expressing interest in future purchases [12]. Group 3: Agricultural Practices - The Third Division of Tumushuke City is recognized as a key production base for high-quality cotton in Xinjiang, benefiting from favorable climatic conditions and advanced agricultural technologies [14][15][16]. - The use of drones, satellite remote sensing, and integrated water and fertilizer systems has significantly improved management efficiency and cotton quality [17][18]. Group 4: Economic Impact - The event not only promoted the sale of cotton products but also facilitated economic integration between Guangdong and Xinjiang, serving as a model for industrial assistance [20][21]. - The establishment of offline experience centers in major cities of the Greater Bay Area allows consumers to purchase and experience Xinjiang products directly [25][26].