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从农产品贸易到文明共鸣,纳米比亚前总统姆本巴解码中纳经贸新机遇
Di Yi Cai Jing· 2025-07-08 06:51
Economic Cooperation - Agriculture and mining are highlighted as the two main areas of economic cooperation between China and Namibia [1][4] - Namibia has a strong livestock sector, with beef production being a significant contributor to its economy, accounting for over half of the agricultural income [3] - Namibia became the first African country approved to export beef to China in 2015, and in September 2024, it was announced that sheep and goat meat from Namibia would also be allowed for import into China [3] Agricultural Highlights - Namibia's favorable climate conditions contribute to high-quality beef production, which is well-received in markets such as the EU and South Africa [3] - The country is looking to expand its agricultural exports to China, with plans to introduce grapes to the Chinese market, taking advantage of the differing harvest seasons [3] Mining Sector - The mining industry is a crucial pillar of Namibia's economy, with significant contributions to the GDP, reaching 14.4% in 2023 [4] - Namibia is the third-largest uranium producer globally, with uranium reserves of approximately 280,000 tons, accounting for over 11% of global production [4] Historical Context - The historical ties between China and Namibia date back to the 1960s, with China providing substantial support during Namibia's struggle for independence [5] - The former president of Namibia, who has a background in education and science, emphasizes the importance of the relationship and ongoing dialogue between the two nations [5][6]
北京大北农科技集团股份有限公司 2025年6月份生猪销售情况简报
Zheng Quan Ri Bao· 2025-07-07 21:38
登录新浪财经APP 搜索【信披】查看更多考评等级 上述数据包括公司及下属参控股的养殖平台的全部生猪出栏数据,不包括其他业务。上述数据均未经审 计,与定期报告披露的数据之间可能存在差异。因此,上述数据仅作为初步阶段性数据,供投资者参 考。敬请广大投资者注意投资风险。 注:因四舍五入,以上数据可能存在尾差。 二、变动原因 证券代码:002385证券简称:大北农 公告编号:2025-060 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、2025年 6月份生猪销售情况 公司控股及参股公司生猪销售数量当月合计为66.61万头,1-6月累计为383.47万头;销售收入当月合计 为10.78亿元,1-6月累计为63.81亿元;公司控股及参股公司商品肥猪当月均价为14.09元/公斤。公司控 股及参股公司销售情况如下: 1、2025年6月控股公司生猪销售数量为37.52万头,销售收入5.69亿元。其中销售数量环比增长-2.87%, 同比增长75.66%;销售收入环比增长-8.67%,同比增长45.15%;商品肥猪出栏均重125.88公斤,销售均 价14.05元/公斤。 2 ...
牧业大周期十问十答
2025-07-07 16:32
牧业大周期十问十答 20250707 摘要 全球牛肉供给预计未来两三年存在 4%-6%的缺口,国内外牛肉和奶制 品价格或将同步上涨,主要受全球范围内的供给收缩影响。 国内肉牛年消费量约 1,200 万吨,市场规模接近 1 万亿元,但养殖高度 分散,95%产能由农户提供,导致行业深度亏损和产能大幅缩减。 肉牛养殖周期长达三年,受消费增长和疫情等因素影响,2023-2024 年行业深度亏损,预计 2025 年 7 月下旬至 8 月将迎来新一轮涨价,或 延续至 2027 年。 行业繁母牛产能已减少 30%以上,屠宰端数据显示母牛屠宰比例远高于 历史平均水平,为未来几年价格上涨提供基础。 育肥公牛体重下滑 20%,表明产能出清开始。肉牛 PSY 极低,淘汰母 牛育肥期扰动大,春节后淘汰母牛减少将导致牛肉量收缩,预计下半年 牛肉价格大幅上涨。 美国、巴西等主要肉牛生产国存栏量下降,美国牛肉期货价格创新高, 进口牛肉价格将上涨且进口量收缩,对国内餐饮和居民消费影响有限。 国内奶业产能减少近 10%,预计三季度加速去化。奶价处于低位,全行 业现金流亏损,若三季度奶价未回升,将加速产能去化,奶价上涨或弥 补头部企业现金流。 ...
农产品研究跟踪系列报告(166):母猪产能预计维持低波动,生猪价格支撑较强
Guoxin Securities· 2025-07-07 15:20
证券研究报告 | 2025 年07月07日 02 农产品研究跟踪系列报告(166) 优于大市 母猪产能预计维持低波动,生猪价格支撑较强 周度农产品跟踪:牛肉价格淡季不淡,生猪价格支撑较强。 生猪:产能维持低波动,预计 2025 年猪价景气有望延续。7 月 4 日生猪价格 15.29 元/公斤,周环比+5.01%;7kg 仔猪价格约 433 元/头,周环比持平。 白鸡:中期父母代同比减量且存在结构变化,消费或逐步上移。7 月 4 日, 鸡苗价格 0.74 元/羽,周环比-40%;毛鸡价格 6.18 元/千克,周环比-10%。 黄鸡:供给维持底部,有望率先受益内需改善。7 月 4 日浙江快大三黄鸡/ 青脚麻鸡/雪山草鸡斤价分别为3.7/4.3/5.8元,周环比+5.7%/+2.4%/+0.0%。 鸡蛋:在产父母代存栏维持增长,中期供给压力较大。7 月 4 日,鸡蛋主产 区价格 2.63 元/斤,环比-5.73%,同比-44.98%。 肉牛:牛肉价格淡季不淡,看好 2025 年牛周期反转上行。7 月 4 日,国内牛 肉市场价为 59.35 元/kg,环比持平,同比+27.63%。 豆粕:短期到港供给宽松,中长期供需 ...
生猪周报:生猪周报供应压力好转价格明显上涨-20250707
Yin He Qi Huo· 2025-07-07 14:42
【生猪周报】供应压力好转 价格明显上涨 研究员:陈界正 期货从业证号:F3045719 投资咨询证号:Z0015458 本周全国各地生猪价格整体呈现偏强运行态势,主要受到近期出栏压力减少带来的影响。由于前期规模企业出栏完成情况 良好,近期出栏动力有所下降,出栏体重也较前期有所回落,市场预估出栏计划整体有所下调。普通养殖户同样有一定压 栏表现,出栏量仍然维持低位。二次育肥相对比较谨慎,存栏量维持高位,入场动力也有所下降。总体市场供应方面相对 偏紧。需求方面来看,近期生猪屠宰量有所下降,冻品库存呈现增加态势,表观需求整体有所下降,价格上涨对于整体需 求可能存在一定影响。当前生猪现货方面可能存在阶段性供应收紧情况,但由于整体存栏量仍将维持高位,并且价格上涨 后出栏量整体有所增加,预计现货方面上涨空间有限。 期货方面来看,本周盘面呈现快速上涨态势,主要原因仍然在于盘面价格偏低以及对于后续供应收紧的考虑。但从整体供 需状况来看,价格上涨空间或有限,本次价格修复性上涨后,预计整体以高位震荡运行为主。 第一章 综合分析&交易策略 2 第二章 内容提纲 3 第二章 数据图表&逻辑分析 3 GALAXY FUTURES 1 1 ...
瑞达期货生猪产业日报-20250707
Rui Da Qi Huo· 2025-07-07 09:20
生猪产业日报 2025-07-07 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14245 | -60 主力合约持仓量:生猪(日,手) | 73418 | -3761 | | | 仓单数量:生猪(日,手) | 447 | -3 期货前20名持仓:净买单量:生猪(日,手) | -11481 | -917 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 15000 | -200 生猪价 吉林 四平(日,元/吨) | 14600 | -100 | | | 生猪价 广东 云浮(日,元/吨) | 16600 | -900 生猪主力基差(日,元/吨) | 755 | -140 | | 上游情况 | 生猪存栏(月,万头) | 41731 | -1012 生猪存栏:能繁母猪(月,万头) | 4042 | 4 | | 产业情况 | CPI:当月同比(月,%) | -0.1 | 0 现货价:豆粕:张家港(日,元/吨) | 2800 | -20 ...
大北农: 2025年6月份生猪销售情况简报
Zheng Quan Zhi Xing· 2025-07-07 09:11
Summary of Key Points Core Viewpoint - The announcement provides an update on the pig sales performance of Beijing Dabeinong Technology Group Co., Ltd. for June 2025, highlighting both sales volume and revenue trends, as well as average selling prices for fattened pigs. Group 1: Sales Performance - In June 2025, the total pig sales volume reached 666,100 heads, with a cumulative total of 3.8347 million heads for the first half of the year [1] - The sales revenue for June amounted to 1.078 billion yuan, with a cumulative revenue of 6.381 billion yuan for the first half of the year [1] - The average selling price for fattened pigs in June was 14.09 yuan per kilogram [1] Group 2: Year-on-Year and Month-on-Month Comparisons - The sales volume decreased by 2.87% month-on-month but increased by 75.66% year-on-year [1] - The sales revenue saw a month-on-month decline of 8.67% while experiencing a year-on-year increase of 33.98% [1] - For the controlling companies, the sales volume decreased by 14.74% month-on-month but increased by 101.24% year-on-year, with sales revenue decreasing by 18.56% month-on-month and increasing by 50.73% year-on-year [1] Group 3: Data Context and Considerations - The reported data includes all pig sales from the company's controlling and affiliated breeding platforms and excludes other business operations [1] - The figures are preliminary and unaudited, indicating potential discrepancies with periodic report disclosures [1]
巨星农牧:6月生猪销售41.99万头
news flash· 2025-07-07 08:53
Core Insights - The company, Juxing Agriculture and Animal Husbandry (603477), reported a significant increase in pig sales and revenue for June 2025, with sales reaching 419,900 heads, representing a year-on-year growth of 85.88% [1] - For the first half of 2025, the cumulative pig sales volume was 1,909,600 heads, generating a total sales revenue of 3.432 billion yuan [1] Sales Performance - June 2025 pig sales volume: 419,900 heads [1] - June 2025 sales revenue: 742 million yuan [1] - First half of 2025 cumulative sales volume: 1,909,600 heads [1] - First half of 2025 cumulative sales revenue: 3.432 billion yuan [1]
【农林牧渔】5月生猪出栏增量,行业维持微利——光大证券农林牧渔行业周报(20250630-20250706)(李晓渊)
光大证券研究· 2025-07-07 08:34
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 5月农业农村部生猪专题数据解读 (1)能繁母猪:产能小幅回升。25年5月底能繁母猪存栏量4042万头,环比+0.1%,同比+1.2%。 (2)生 猪供给:屠宰季节性增量,均重达峰。5月生猪出栏屠宰量3216万头,环比+4.5%,同比+20.6%,随着消 费季节性回升,生猪屠宰量也相应增长。均重方面,5月宰后均重达峰至92公斤以上,随后开启回落。 (3)价格&利润:5月小幅跌价,行业维持微利。1)价格方面,5月商品猪出栏均价小幅降至14.92元/公 斤,环比-0.9%,同比-5.4%。仔猪销售均价为39.14元/公斤,环比-0.1%,同比+1.1%。2)盈利方面,5月 行业利润继续缩窄,整体维持微利。5月规模场肥猪头均利润降至49元/头( ...
神农集团:6月生猪销售21.9万头,同比下降7.52%
news flash· 2025-07-07 07:58
神农集团(605296)公告,2025年6月,公司销售生猪21.9万头,,同比下降7.52%,其中商品猪销售 20.79万头,仔猪销售0.59万头。当月销售收入为3.85亿元。2025年1-6月,公司共销售生猪153.95万头, 销售收入25.04亿元。 ...