记者 束涵 二十年前，一项覆盖上海九个涉农区、面向千户家庭的农业调研，曾留下一个令人心绪难平的追 问：当老一辈农人逐渐老去，将来谁来种地？ 当下，在上海的田间地头，一股农业新力量正在崛起：他们中有告别"格子间"的白领精英，有接过 父辈锄头的"农N代"，也有带着国际视野的海归学子，尽管背景多元，却共同拥有一个身份——"新农 人"。最新调研显示，上海新农人群体规模逐年攀升，"85后"占比超三成，呈现出年轻化、高学历、专 业化、融合化的鲜明特质。 乡村振兴，关键在人。"在中国式现代化进程中，这些新时代的'种地人'，正以新身份打破城乡藩 篱，以新理念重塑农业形态，以新力量赋能乡村振兴，回应'谁来种地、如何种好地'这一时代课题，探 索上海这座超大城市的农业'进化论'。"上海市农业农村委员会党组书记、主任冯志勇表示。 身份重塑 在传统认知中，农业常与"传承固守"深度绑定。上海新农人的崛起，正以身份的多元与流动，打破 这一固有叙事。在市农业农村委的最新调研里，这一群体被定义为具有创新精神、现代经营理念、专业 技能，开展农业或乡村产业生产经营的从业者。 "现在在我们基地干活的农民，平均年龄都超过70岁了。"周瑜向记者坦言，她 ...

Core Viewpoint - Hainan Haidatong Agricultural Technology Development Co., Ltd. has achieved remarkable results in agricultural product processing and trade within a short period, leveraging the advantages of Hainan Free Trade Port to diversify its business and expand into international markets [3][4]. Group 1: Company Overview - Haidatong was established in January 2024 with a registered capital of 30 million yuan and is a subsidiary of Luzhou Aviation Development Investment Group [4]. - The company focuses on processing local agricultural products, particularly betel nut, and has quickly established a complete industrial chain from sourcing to processing [6][10]. Group 2: Business Performance - Within four months of operation, Haidatong achieved a revenue of over 150 million yuan, and after one and a half years, the total output value exceeded 300 million yuan [6][10]. - The company has become a significant supplier in the betel nut processing sector in Hainan and is recognized as a rising force in the food processing industry [6][10]. Group 3: Market Expansion - Haidatong plans to expand into coconut import and processing trade, capitalizing on the unique policies of Hainan Free Trade Port, which include zero tariffs and low tax rates [7][8]. - The company has established a stable supply chain for importing coconuts from Southeast Asia, with an annual import capacity planned to exceed 200,000 tons [8]. Group 4: Future Plans - Haidatong intends to invest in a modern coconut processing base in Hainan, covering approximately 50 acres with an estimated investment of 240 million yuan [10]. - The goal is to enhance the coconut industry chain through large-scale and refined processing, transitioning from a raw material supplier to a comprehensive producer [10]. Group 5: Industry Recognition - Haidatong is involved in the development of food safety credit rating standards in Hainan and has received awards for its revenue growth in the tropical agriculture sector [11]. - The company is also exploring further business opportunities in Hainan, indicating a proactive approach to market engagement [11][12].

玉米淀粉、豆粕——大宗商品热点解读 20251227 摘要 2025 年上半年豆粕价格先扬后抑，4 月触及高点后快速回落，主要受中 美贸易摩擦和供需变化影响。前期上涨由供小于求驱动，后期因进口大 豆通关加快和油厂开工率恢复，供应紧张缓解，价格回落。 2025 年下半年豆粕市场低位运行，尽管中美达成部分贸易协议，但大 豆采购量不及预期。南美大豆大量到港和油厂高压榨导致库存高企，终 端养殖亏损抑制需求，压制现货价格。 2025 年国内油厂总产能达 12,571 万吨，有效产能 11,868 万吨，新增 产能主要集中在东部沿海口岸。进口大豆数量增加，全年总产量先降后 升，6 月达到最高点。库存方面，四季度仍保持百万吨以上高位。 2025 年豆粕成本主要由进口大豆完税价和加工费构成，巴西贴水上涨 导致三季度理论利润出现阶段性亏损。生猪存栏量保持较高水平，但终 端养殖亏损导致饲料用量减少。 预计 2026 年一季度豆粕价格波动不大，甚至可能下调，尽管油厂进口 成本偏高，但南美大豆生产预期强劲，国内库存高企且需求低迷。二季 度，新年度生猪减产能政策或将落实，豆粕价格趋势与 2024 年相似， 高点预计出现在 3-4 月份 ...

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 来源：CFC商品策略研究 作者 | 中信建投期货 研究发展部 石丽红 研究助理涂标 本报告完成时间 | 2025年12月28日 重要提示：本报告观点和信息仅供符合证监会适当性管理规定的期货交易者参考。因本平台暂时无法设 置访问限制，若您并非符合规定的交易者，为控制交易风险，请勿点击查看或使用本报告任何信息。对 由此给您造成的不便表示诚挚歉意，感谢您的理解与配合！ 外盘继续承压，加菜籽供需格局未有改变 本周外盘受圣诞节假期影响休市，整体而言未有明显题材出现。加拿大统计局数据显示11月加拿大菜籽 压榨102.1万吨，环比小幅走弱，25/26作物年度累计压榨392万吨，同比小幅增加。在加菜籽整体增产 背景下菜籽压榨没有明显增加，暗示压榨产能及油粕需求存在总量约束。若加菜籽继续维持当前压榨节 奏，25/26年度菜籽期末结转库存进一步上调概率较高。后期需关注1月期间美加经贸谈判进展及加拿大 总理是否公开访华日期安排。 乌克兰物流通道受阻，关注欧盟菜籽进口需求 本周Kernel公司报道12月24-25日夜间俄罗斯袭击了乌克兰敖德萨州的IOFP油脂工厂，系近 ...

Core Insights - The 12th Sichuan Dazhou Qinba Region Trade Fair was held from December 18 to 21, showcasing over 1,000 products from 316 companies, with a total transaction amount exceeding 5 million yuan in the offline exhibition area [3][4] - The fair featured Thailand as the first guest country, attracting 8 foreign buyers and generating significant interest in Thai health and wellness products [8] Group 1: Trade Fair Overview - The trade fair was co-hosted by Dazhou and five provinces, including Sichuan, Chongqing, Hubei, Shaanxi, and Zhejiang, highlighting regional collaboration [6] - The event achieved a total intended procurement agreement amount of 21.1 million yuan, with 70 local suppliers and 30 domestic and international buyers participating in face-to-face negotiations [8] Group 2: Product Highlights - The exhibition included over 20 categories of products, such as agricultural specialties, traditional Chinese medicine, and agricultural machinery, with a focus on showcasing Dazhou's image [4] - Notable agricultural products included over 100 local specialties, such as Xuanhan peach blossom rice and Daxian rice noodles, which have high market demand [4] Group 3: Cultural and Tourism Promotion - The fair emphasized cultural tourism, promoting the Ba Mountain Grand Canyon as a potential national 5A scenic area, and introduced themed travel routes to explore Ba culture [5] - The event featured a cultural promotion session that highlighted the origins and values of Ba culture, aiming to attract more tourists [5] Group 4: International Cooperation - The establishment of an international cooperation exhibition area aimed to connect the Qinba region with global markets, featuring products from countries involved in the Belt and Road Initiative [8] - The fair's international focus was underscored by the participation of Thai companies, which brought various health and wellness products, enhancing the fair's global appeal [8]

Core Viewpoint - Gansu's 14th Provincial Committee emphasizes the importance of expanding domestic demand, enhancing consumption potential, and increasing effective investment to integrate into the national market and support the new development pattern [1][4]. Group 1: Consumption Potential - Gansu aims to transform regional characteristics into market value, focusing on unique resources such as cultural tourism and local agricultural products to stimulate consumption [2]. - The integration of culture and tourism is expected to unleash significant energy, as evidenced by events like the Mingsha Mountain starry sky concert and the influx of visitors to the Dunhuang scenic area [2]. - The rapid growth of e-commerce and logistics, with over 70 million "Gansu flavor" agricultural products sold online, highlights the critical role of digital channels in releasing consumption potential [2]. Group 2: Effective Investment - The emphasis on "effective investment" signifies a strategic approach to direct funds towards areas that strengthen advantages, address shortcomings, and foster new productive forces [3]. - Gansu's industrial fixed asset investment has seen an average annual growth rate of 35.8% during the 14th Five-Year Plan, focusing on key sectors like new energy and new materials [3]. - The establishment of a provincial business environment construction bureau aims to optimize the investment climate, reducing transaction costs and attracting beneficial projects [3]. Group 3: Synergy Between Consumption and Investment - The interplay between consumption and investment is crucial for sustainable growth, with infrastructure investments expanding consumption capacity and quality [3]. - Enhanced transportation networks facilitate access to remote attractions and local products, integrating them into the broader market [3]. - The demand generated by consumption upgrades guides investment towards areas like deep processing of agricultural products and smart tourism, creating a healthy cycle of internal demand growth [3]. Group 4: Future Outlook - Gansu plans to further expand domestic demand and solidify its economic foundation, viewing this as both a stabilizing force and a new engine for high-quality development [4]. - The collaboration between awakening consumption potential and implementing effective investment is expected to create strong growth points across Gansu [4].

大庄科乡党委副书记陈磊介绍，基地不仅打造集收储、加工、分拣包装于一体的惠农服务平台，还配套 游客接待与餐饮空间，拓展农产品展销体验渠道，"在运营配套上，基地重点推进收储设备、加工生产 线等设施提档升级，构建常态化运营管理体系，助力实现山楂等农产品本地标准化处理。" 过去，大庄科乡山楂以散户经营为主，销路不畅，深加工缺失，农民常面临"丰产不丰收"困境。新建成 的基地通过"龙头企业+合作社+村集体+农户"模式，推行"统一标准、收购、加工、品牌、销售"的"五统 一"机制，既稳定收购价，又提升产品附加值，有效连接农户与市场。 作为大庄科乡申报的中央彩票公益金支持革命老区乡村振兴项目的子项目之一，该基地将为当地山楂产 业发展注入新动能。基地建成后，预计每年提升农产品产值800万元，有效推动乡村特色产业提质增 效。每年可为村集体增收24万元，向周边务工人员提供旅游服务、农产品加工等就业岗位18个。 来源：北京日报客户端 转自：北京日报客户端 近日，延庆区大庄科乡山里红惠农服务基地建设进入竣工倒计时，即将亮相。该基地由原果脯厂改造而 成，面积达5300平方米，聚焦"产业服务+文旅体验"双重功能，推动大庄科乡这座红色山乡酿造 ...

Core Insights - Jiangsu province maintains a leading position in the development of green and high-quality agricultural products, with over 300 enterprises holding green food labels for more than ten years, showcasing a commitment to sustainable agricultural practices [1][12] Company Overview - Newrun Food Group, located in Jiangning District, Nanjing, is recognized as the "Duck Kingdom," emphasizing its dedication to green development in the production of various duck products [3][10] - The company has evolved from a small street shop to a significant player in the industry, achieving over 1 billion yuan in sales for its salted duck products in 2024 and selling over 100 million ducks [10] Production Practices - Newrun employs eco-friendly farming methods, raising ducks in rice fields with a density of about 20 ducks per acre, feeding them natural food sources like snails, fish, and weeds, which results in healthier meat [3][5] - The production process adheres to traditional techniques while integrating modern technology, ensuring quality control at every stage from farm to table [8][10] Quality Control and Traceability - The company has established a comprehensive quality monitoring system that allows real-time tracking of production processes, with each duck having a unique profile detailing its life cycle and processing history [8][10] - Newrun's commitment to using only green and additive-free ingredients in its production processes reflects its focus on maintaining product integrity and safety [5][10] Industry Context - Jiangsu province has developed 59 standardized production bases for green food raw materials, covering an area of approximately 13.97 million acres, and has established a robust management system for green agricultural products [13] - The province aims to enhance the supply of green and high-quality agricultural products to meet consumer demand and support rural revitalization efforts [13]

Core Viewpoint - The article emphasizes the strategic importance of accelerating agricultural and rural modernization as a key component of China's overall modernization efforts, particularly during the 14th Five-Year Plan period [2][3]. Group 1: Significance of Agricultural and Rural Modernization - Agricultural and rural modernization is a major task for building a modern socialist country, directly impacting the overall progress and level of China's modernization [2]. - It serves as a foundational support to address various risks and challenges, stabilizing the agricultural sector to ensure food security and respond to external uncertainties [2][3]. - It is essential for meeting the people's needs for a better life, as rural issues are not only economic but also political, affecting the party's governance foundation [3]. Group 2: Current Conditions and Achievements - Significant achievements have been made in agricultural modernization since the 18th National Congress, including stable grain production at over 1.3 trillion jin, reaching a historical high of 14,298 billion jin this year [4][5]. - The consolidation of poverty alleviation results has been effective, with over 30 million people employed in poverty alleviation areas and continuous improvement in education, healthcare, and housing security [5]. - Agricultural modernization has advanced with a technology contribution rate exceeding 64%, and mechanization rates for major crops reaching 76.7% [5][6]. Group 3: Strategic Tasks for Implementation - The 20th Central Committee has outlined major strategic tasks to accelerate agricultural modernization and promote rural revitalization, emphasizing the need for strong party leadership and prioritizing agricultural development [7]. - Key initiatives include enhancing agricultural production capacity, implementing a new round of grain production capacity enhancement actions, and ensuring food security responsibilities are met [8]. - Establishing a normalized mechanism to prevent poverty and ensure stable support for rural areas is crucial, with a focus on dynamic adjustments and effective assistance strategies [9]. Group 4: Rural Development and Infrastructure - Efforts to improve rural living conditions and governance are ongoing, with initiatives to enhance infrastructure, public services, and environmental quality in rural areas [11]. - The integration of agriculture with secondary and tertiary industries is being promoted to boost rural economies and create stable income sources for farmers [11]. - Policies to support land tenure stability and the development of new agricultural business entities are being implemented to enhance the agricultural operating system [12].

Core Viewpoint - The article highlights the transformation of Yilaxi Town into a significant player in the international perilla industry, showcasing its unique agricultural advantages and the successful development of a complete industrial chain from cultivation to processing and sales [1][4][18]. Industry Development - Since the implementation of the "14th Five-Year Plan," Yilaxi Town has accelerated its development in the perilla industry, transitioning from sporadic cultivation to a robust market presence [3][4]. - The perilla industry in Yilaxi has evolved over 40 years, moving from simple raw material exports to deep processing products that are popular both domestically and internationally [4][8]. Agricultural Advantages - Yilaxi Town is located at the "golden latitude" of 43 degrees north, which, along with its fertile black soil and favorable climate conditions, contributes to the unique quality of its perilla [4][5]. - The α-linolenic acid content in Yilaxi perilla seeds is reported to be 60%-65%, significantly higher than that from other regions in China, enhancing its competitive edge in the international market [5][11]. Market Expansion - The perilla products from Yilaxi have captured 50%-70% of the South Korean import market, with annual export earnings exceeding $10 million [13][15]. - The local industry has shifted from relying solely on raw material exports to developing a diverse range of products, including perilla oil, sauces, and snacks, appealing to younger consumers [12][13]. Economic Impact - Approximately 5,000 households in Yilaxi participate in perilla cultivation, significantly boosting local employment and income, with farmers earning more than double compared to traditional crops like corn [15][16]. - The perilla industry has revitalized local economies, transforming previously weak economic villages into thriving communities through collective participation and investment [16][18]. Future Prospects - Yilaxi Town plans to develop a perilla-themed town, integrating agriculture, processing, and tourism, with projects aimed at enhancing product value and promoting perilla culture [18][19]. - The establishment of a specialized perilla industry park and the introduction of high-tech enterprises are part of the strategy to develop high-value products like perilla essential oils and health supplements [19].