农产品日报 | 2026-01-22 供应面呈上行，出栏量缓增加 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2603合约11470元/吨，较前交易日变动-80.00元/吨，幅度-0.69%。现货方面，河南地区 外三元生猪价格13.06元/公斤，较前交易日变动-0.17元/公斤，现货基差 LH03+1590，较前交易日变动-90；江苏地 区外三元生猪价格 13.40元/公斤，较前交易日变动-0.26元/公斤，现货基差LH03+1930，较前交易日变动-180；四 川地区外三元生猪价格12.88元/公斤，较前交易日变动-0.10元/公斤，现货基差LH03+1410，较前交易日变动-20。 据农业农村部监测，1月21日"农产品批发价格200指数"为130.13，比昨天下降0.07个点，"菜篮子"产品批发价格指 数为133.02，比昨天下降0.07个点。全国农产品批发市场猪肉平均价格为18.50元/公斤，比昨天上升0.2%；牛肉65.93 元/公斤，比昨天上升0.1%；羊肉63.23元/公斤，比昨天上升0.1%；鸡蛋8.20元/公斤，比昨天上升0.9%；白条鸡17.32 元/公斤，比昨天下降0.9%。 市 ...

他还表示，2026年，农业农村部将会同有关部门，持续落实肉牛奶牛产业各项纾困政策，着力稳定基础产能，强化金融政策支持，促进全链条节本提质增 效，加力推动养加一体化发展，引导扩大牛肉和乳制品消费，巩固拓展肉牛纾困成效，推动奶业生产尽快走出困境。 肉牛养殖场（新华社资料图） （来源：极目新闻） 极目新闻记者 姚赟 一是加强政策支持，出台加快奶业纾困文件，实施优质基础母牛扩群提质、粮改饲等项目。集成推广一批肉牛和奶牛养殖实用技术，促进节本提质增效。二 是强化金融服务，建立奶牛养殖企业"白名单"制度，联合有关银行和保险机构举办对接活动，指导各地落实好贷款贴息、保险等政策。 1月22日上午10时，在国新办举行的新闻发布会上，农业农村部发展规划司司长陈邦勋介绍，2025年，农业农村部系统谋划部署肉牛奶牛纾困，指导各地加 快落实稳产能、降成本、强金融、促消费等一系列举措，推动肉牛养殖扭亏为盈，奶业生产筑底企稳。 三是引导促进消费，推动灭菌乳国家标准发布与实施，加大学生饮用奶推广力度，推动乳制品深加工，引导扩大奶类消费。在各方面共同努力下，去年4月 起，肉牛养殖已连续9个月保持盈利，奶牛养殖亏损面已经连续9个月收窄了，生鲜乳 ...

相关生产商有：基京智农(000048)正虹科技(000702)罗牛山(000735)顺鑫农业(000860)新希望(000876)双 汇发展(000895)东瑞股份(001201)天康生物(002100)天邦食品(002124)正邦科技(002157)海大集团(002311) 大北农(002385)益生股份(002458)金新农(002548)唐人神(002567)牧原股份(002714)龙大美食(002726)华统 股份(002840)温氏股份(300498)立华股份(300761)新五丰(600975)傲农生物（维权）(603363)巨星农牧 (603477)禾丰股份(603609)神农集团(605296)等。 据生意社监测，生猪01月21日最新价格13.27元/公斤，最近30天上涨14.59%。 相关生产商有：基京智农(000048)正虹科技(000702)罗牛山(000735)顺鑫农业(000860)新希望(000876)双 汇发展(000895)东瑞股份(001201)天康生物(002100)天邦食品(002124)正邦科技(002157)海大集团(002311) 大北农(002385)益生股份(0 ...

Core Viewpoint - The national pig market is experiencing a weak and fluctuating trend, with regional price disparities and a general decline in prices observed recently [2][17][19]. Price Dynamics - The average national pig price has decreased to approximately 6.55 yuan per jin (about 13.10 yuan per kilogram), reflecting a slight drop of 0.03 yuan per jin compared to the previous day [2][4][19]. - Northern regions are seeing a price decline due to increased market supply following the end of snow, while southern markets remain relatively stable [5][20]. - In the Northeast, pig prices are weak, with mainstream prices ranging from 6.3 to 6.45 yuan per jin, while Hebei's prices are stable at 6.5 to 6.7 yuan per jin [6][21][22]. - The southern market, particularly in Guangdong, maintains the highest price at 7.2 yuan per jin [8][23]. Supply Side Analysis - The supply side is characterized by ample stock but slow short-term outflow, with a total pig stock of 36.92 million heads as of December 2025, showing a slight decrease of 0.23% month-on-month but a year-on-year increase of 5.69% [9][24]. - As of January 20, the overall slaughter progress of sample enterprises is only 64.94%, with significant regional differences, particularly in Jiangsu, where some farms are slowing down their slaughter pace [10][25]. Demand Side Changes and Slaughter Challenges - The pork consumption is entering a seasonal peak, but demand is complex, with northern regions experiencing low slaughter volumes due to previous snowfall [12][26]. - Southern consumption is weakening due to population return trends, leading to a decrease in sales concentration [12][26]. - Slaughter enterprises are facing operational pressures, with some reporting losses of 50-60 yuan per head, which is suppressing their operational capacity [12][26]. Future Market Outlook and Recommendations - With three weeks remaining until the Spring Festival, the market is entering a critical pre-holiday negotiation period [27]. - Short-term expectations suggest that pig prices may experience wide fluctuations and slight declines before the festival, with potential price increases around key dates like the Laba Festival [28]. - Mid-term projections indicate that the pig market will remain under pressure until a thorough capacity clearance occurs, with high supply levels expected to persist into the first half of 2026 [28]. - Notably, the price of weaned piglets has risen for three consecutive weeks, reaching an average of 253.33 yuan per head, indicating a potential positive market outlook [28].

Group 1: Agricultural Production and Supply - In 2025, China's agricultural production is expected to maintain a steady and positive trend, with grain production reaching a historical high of 14,298 billion jin, an increase of 168 billion jin from the previous year [1] - The soybean production is stable at 20.91 million tons, maintaining over 20 million tons for four consecutive years, while the total meat production (pork, beef, mutton, poultry) is projected to be 10,072 million tons, reflecting a year-on-year growth of 4.2% [1] - The national agricultural product quality safety monitoring compliance rate reached 98% [1] Group 2: Poverty Alleviation and Employment - The achievements in poverty alleviation have been consolidated, with over 7 million monitoring subjects identified and stabilized to eliminate the risk of returning to poverty [2] - The scale of employment for the rural labor force exceeds 32 million, supported by various collaborative efforts in poverty alleviation [2] Group 3: Agricultural Modernization and Technology - By 2025, 75.68 million mu of high-standard farmland will be newly built or upgraded, contributing to a total of over 1 billion mu [2] - The contribution rate of agricultural technology progress exceeds 64%, with domestic seed varieties accounting for over 95% of cultivated area [2] - The mechanization rate for crop farming has reached 76.7%, with over 300,000 agricultural drones in operation [2] Group 4: Rural Development and Quality of Life - The per capita disposable income of rural residents is 24,456 yuan, reflecting a real growth of 6.0% compared to the previous year [3] - The rural sanitation toilet coverage rate has reached approximately 77%, with continuous improvements in infrastructure and public services [3] - The number of family farms has approached 4 million, and over 200,000 farmers' cooperatives have been established, enhancing rural economic vitality [3]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs announced that China's grain production is expected to reach a historical high of 14.298 trillion jin by 2025, overcoming adverse weather conditions and marking a significant increase of 1.68 billion jin from the previous year [1] Group 1: Grain Production - China's grain production is projected to achieve 14.298 trillion jin by 2025, an increase of 1.68 billion jin, maintaining stability above 14 trillion jin for two consecutive years [1] - The achievement is attributed to overcoming challenges such as local droughts, floods, and continuous rainy weather [1] Group 2: Soybean and Oilseed Production - The expansion of soybean cultivation has been successfully consolidated, with soybean production reaching 20.91 million tons, remaining above 20 million tons for four consecutive years [1] Group 3: Livestock Industry - The livestock sector is showing stable and positive development, with the number of breeding sows rebounding at a high level [1]

021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635727 期货从业资格号：F0230741 研究员：洪辰亮 021-60635572 hongchenliang@ccb.ccbfutures.co m 期货从业资格号：F3076808 021-60635570 行业 生猪日报 日期 2026 年 01 月 22 日 021-60635740 期货从业资格号：F3055047 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农业产品研究团队 研究员：林贞磊 linzhenlei@ccb.ccbfutures.com 研究员：余兰兰 研究员：王海峰 wanghaifeng@ccb.ccbfutures.com 研究员：刘悠然 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 数据来源：涌益，建信期货研究中心 生猪行情： 期货方面，21 日生猪主力 2603 合约平开后震荡走跌，尾盘收阴，最高 11555 元/吨，最低 11430 元/吨，收盘报 11470 元/ ...

本报讯 记者近日从阆中市农业农村局获悉，由阆中健佳农业科技有限公司投资建设的智能化蛋鸡 产业园项目，施工进度已达80%，有望在今年一季度全面竣工达产。 该项目位于阆中市思依镇龙庙河村，规划总投资3.5亿元、占地超171亩，设计总存栏蛋鸡240万 羽，全面竣工达产后可年产优质鲜蛋超3.2万吨。 记者在项目建设现场看到，全场物联网与环境控制系统管线已基本铺设完毕。12栋标准化产蛋 舍、4栋育雏舍及饲料加工区、粪污处理中心等核心功能区已成型，初步实现部分投产。去年底引 入的15.7万羽海兰灰蛋鸡，已先后迁入育雏舍与产蛋舍。 本栏撰稿 李文星 王治钦 易立权 四川日报全媒体记者 徐浩煊 ...

转自：汕尾发布 近日，广东省市场监督管理局发布《2026年广东省标准化试点项目的通知》，海丰县蛋鸭产业、出口荔枝栽培两大农业项目成功获批立项，正式落地。这 不仅为当地特色农业规范化升级注入强劲动能，更标志着海丰在农业标准化建设与乡村振兴深度融合的道路上迈出关键一步。 获批立项的农业项目分别是海丰县顺帆农牧发展有限公司获批广东省蛋鸭产业标准化试点，汕尾市隆兴源现代农业科技有限公司获批广东省出口荔枝栽培 标准化试点。 海丰县顺帆农牧发展有限公司负责人 吴振亮： 获得省级蛋鸭产业标准化试点，对我们企业来说是认可更是鞭策。我们将以此为契机，打造鸭蛋深加工、废料综合利用的现代农牧产业体系。 汕尾市隆兴源现代农业科技有限公司，其试点项目则瞄准国际市场需求，通过制定实施果园选址、苗木选择、肥水管理、病虫害绿色防控、精准采收到采 后处理、分级包装等系列标准操作流程，确保出口荔枝全程符合国际检疫检验与农残标准，持续提升"汕尾荔枝"的国际声誉与产品附加值。 汕尾市隆兴源现代农业科技有限公司总经理 连国荣： 第一个要制定的就是产品的标准，要符合世界各地需求的质量；第二个就是栽培方面制定标准，栽培过程要生态栽培；第三就是在整个栽培过 ...

Core Insights - The launch of the brand concept "Taste of the Tongue, Naturally Guaybao" by the National Meat Institute of Uruguay (INAC) marks a new phase in the trade relationship with China, focusing on brand value and deepening industry cooperation [1][2][6] Group 1: Brand Concept and Commitment - The brand concept encapsulates the superior quality of Uruguayan beef and represents a commitment to a rigorous, transparent, and green high-end beef industry [2][6] - "Guaybao" symbolizes the essence of Uruguayan beef, rooted in strict production standards, transparency through traceability, and sustainable grazing practices [2][4] Group 2: Traceability and Technology - The brand promise is supported by a unique traceability system that integrates natural advantages with modern technology, providing a core competitive edge for Uruguayan beef [3][4] - Uruguay has implemented a mandatory electronic traceability system for each cattle since 2006, ensuring 100% traceability from farm to packaging, which meets high-end market demands for supply chain transparency [4][6] Group 3: Market Strategy and Growth - The release of the "Naturally Guaybao" brand concept signifies a strategic upgrade in the relationship between Uruguayan beef and the Chinese market, moving from mere trade to value co-creation [6][7] - China has been a crucial market for Uruguayan beef, accounting for an average of 50% of total exports over the past five years, with a recent annual quota of 324,000 tons granted to Uruguay, providing a stable environment for trade [6][7] - Uruguayan beef is actively building partnerships with high-end restaurants and retail channels in major cities, laying the groundwork for future market expansion [6][7] Group 4: Institutional Background - The National Meat Institute of Uruguay (INAC) is a non-governmental public institution responsible for managing, coordinating, and promoting Uruguayan organic meat and meat products, with over 70% of production aimed at international markets [8] - Uruguay's unique governance model integrates all stakeholders in the meat industry, which has been recognized by the Food and Agriculture Organization (FAO) for promoting sustainable meat production and public-private collaboration [8]