亚洲棕榈油价格飙升至两个月高点，产量下降需求增加，市场供需如何影响未来走势？季节性因素将如 何影响市场？ 相关链接 期货热点追踪 ...

证券研究报告|金融工程专题报告 使用投资雷达把握行业轮动机会 张立宁 SAC NO：S1120520070006 杨国平 SAC NO：S1120520070002 2025年7月11日 请仔细阅读在本报告尾部的重要法律声明 1 刻画行业走势状态 目录 2 走势状态与未来涨幅 3 建立位置参数表 4 行业轮动组合效果 2 1 刻画行业走势状态 3 研究目标 (1) 根据价格与成交金额的变化方向，得到4种状态：放量上涨、放量下跌、缩量下跌、 缩量上涨。 (2) 对于每种状态，计算价格、成交金额涨跌幅度，以及两者涨跌幅度的相对比例。从 而对行业走势状态实现更准确的定位。 • 我们根据走势状态将行业坐标位置绘制在极坐标系上，可视化效果与雷达相似，可以帮 助及时把握投资机会：当行业运行至坐标系的特定区域时，意味着投资机会的出现。因 此将此行业轮动方法称为行业投资雷达。 4 $$\rho={\sqrt{(x-y)^{T}\cdot\Sigma^{-1}\cdot(x-y)}}$$ • 极坐标系中的极角即过原点和散点的连线与0°线形成的夹角，极角可以根据成交变化 幅度、价格变化幅度之间的比例关系，由反正切函数计算： • ...

Core Insights - Xining has established trade relations with 75 countries and regions globally by May 2025, leveraging its strategic location in the Belt and Road Initiative [1] - The city is experiencing significant growth in exports, particularly in new energy products and agricultural goods, with a reported 80.4% increase in total import and export value in Q1 compared to the previous year [3] - Xining aims to become a "Science and Innovation Center" on the Tibetan Plateau by 2024, integrating resources and establishing a robust innovation ecosystem [5] Group 1 - Xining is the largest city on the Tibetan Plateau and is enhancing friendly cooperation with various countries and regions [1] - The city has seen a substantial increase in exports of multi-crystalline silicon, single-crystal silicon rods, and lithium-ion batteries, which are now key drivers of export growth [3] - Agricultural product exports have also multiplied, contributing to the overall increase in trade [3] Group 2 - Xining is focusing on building a collaborative and efficient system for tackling key core technologies, supported by its status as a pilot city for scientific innovation [5] - The city has established various innovation platforms, including a knowledge property operation center and artificial intelligence testing facilities, to support its industrial development [7] - Xining has launched the first low-voltage AC/DC integrated demonstration area in the province, enhancing its electric power system [8]

Core Insights - The Canadian labor market showed positive changes in June 2025, with employment increasing by 83,000 (+0.4%), leading to an employment rate of 60.9% and a decrease in the unemployment rate to 6.9% [1] - The growth in employment was primarily driven by the core age group of 25-54 years, with male employment rising by 62,000 (+0.8%) and female employment by 29,000 (+0.4%) [1] - The youth and 55+ age groups showed little change in employment, indicating stable employment willingness and market demand in these demographics [1] Industry Analysis - The wholesale and retail sector saw a significant increase in employment by 34,000 (+1.1%), reflecting a vibrant consumer market and strong growth potential for related companies [2] - The healthcare and social assistance sector added 17,000 jobs (+0.6%), driven by aging population trends and increased health awareness, indicating long-term investment potential [2] - Conversely, agricultural employment decreased by 6,000 (-2.6%), suggesting potential challenges in the sector that investors should monitor [2] Regional Employment Trends - Employment growth was uneven across regions, with Alberta leading with an increase of 30,000 jobs (+1.2%), followed by Quebec (+23,000, +0.5%), Ontario (+21,000, +0.3%), and Manitoba (+8,500, +1.2%) [2] - The employment growth in these provinces is expected to boost local economic activity, consumption, and investment opportunities [2] Wage and Hour Trends - Total hours worked in June increased by 0.5%, with a year-on-year growth of 1.6%, indicating rising production demand and active business operations [3] - The average hourly wage rose by 3.2% to CAD 36.01, enhancing consumer purchasing power and reflecting a balanced labor supply-demand relationship [3] - Compared to the U.S., Canada has a higher employment rate, suggesting a more favorable environment for labor market participation, which could attract international investment [3]

企业名称凉山州飞农农业科技有限责任公司法定代表人游小春注册资本500万人民币国标行业科学研究 和技术服务业>研究和试验发展>工程和技术研究和试验发展地址四川省凉山彝族自治州甘洛县吉米镇 呷洛村1组34号附1号企业类型其他有限责任公司营业期限2025-7-10至无固定期限登记机关甘洛县市场 监督管理局 来源：金融界 序号股东名称持股比例1广安市飞龙农业科技开发有限公司51%2广安市泽宇农业有限公司49% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；农业科学研究和试验发 展；信息技术咨询服务；软件开发；物联网技术服务；人工智能应用软件开发；大数据服务；工程和技 术研究和试验发展；会议及展览服务；科普宣传服务；咨询策划服务；豆类种植；蔬菜种植；薯类种 植；水果种植；烟草种植；新鲜水果零售；新鲜蔬菜零售；食用农产品初加工；鲜肉批发；鲜肉零售； 草种植；智能农业管理；水产品零售；水产苗种销售。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）许可项目：食品销售；家禽饲养；水产养殖；牲畜饲养。（依法须经批准的项目，经 相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可 ...

在技术指导上，印发了《规范植保无人机飞防作业提高农作物病虫害防治质量指导意见》，在飞防作业 条件、选配农药、作业参数、作业质量等方面制定技术规范。同时，加强对专业化防治服务组织、种植 大户等在科学用药技术方面的培训和指导，每年培训超2万人次，实现高质量作业，提升科学防控水 平。 在政策支持上，我省对符合政策的植保无人机报废和购置给予一定的补贴，报废最高可领取补贴6400 元、购置最高可领取补贴14400元，进一步降低了植保无人机的购置成本、促进了升级换代，加快其在 农业生产中的推广应用。 在作业标准上，我省率先制定了植保无人飞机施药质量检测方法、植保无人飞机施药安全技术规范、植 保无人飞机防治小麦病虫害作业规程3项省地方标准，提高了植保无人机标准化规范化使用水平。 齐鲁晚报·齐鲁壹点记者 于民星 7月11日，山东省政府新闻办举行新闻发布会，邀请省工业和信息化厅负责同志等介绍山东布局"天空之 城"，打造低空产业新标杆。 发布会上，省农业农村厅总经济师王乃生介绍到，近年来，植保无人机在我省快速发展、广泛应用，已 成为防控农作物病虫害的重要手段，特别是在重大病虫害应急防控和统防统治中，发挥了快速、高效优 势，为粮食 ...

Core Viewpoint - Jiangshan Chemical's strong performance in the first half of 2025 is attributed to strategic adjustments in product structure and effective cost control, leading to significant profit growth [1][2]. Group 1: Financial Performance - The company expects a net profit of 300 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 75.65% to 110.78% [1]. - The net profit excluding non-recurring gains is projected to be between 240 million and 300 million yuan, reflecting a growth of 50.07% to 87.59% year-on-year [1]. - In Q1 2025, the company achieved revenue of 1.746 billion yuan, a year-on-year increase of 10.15%, and a net profit of 156 million yuan, up 89.10% year-on-year [2]. Group 2: Business Strategy - The company has optimized its product structure and increased sales of high-margin products, which has contributed to its profitability [1][2]. - Jiangshan Chemical's strategy aligns with the industry's structural recovery, as demand for high-margin products rises amid a shift towards efficiency and sustainability in the agricultural chemical sector [2]. Group 3: Market Operations - The company has sold 4.3308 million shares of Jiangtian Chemical, which is expected to generate a profit that will be disclosed in future financial reports [3]. - The sale of shares is seen as a way to enhance short-term profits, providing funds for further investment in core business areas, technology development, and market expansion [3].

新京报讯（记者耿子叶）近日，北京市地方标准《寄生蜂类天敌繁育与应用技术规范》正式发布，针对 全市农林业生产中涉及的12种人工繁育的寄生蜂类天敌进行了技术规范，涵盖了寄生蜂类天敌的繁育、 检验、包装、贮运、应用及档案管理等全流程要求。这一标准的出台，标志着北京市在农作物病虫害绿 色防控领域迈出了重要一步，为减少化学农药用量、提升农产品质量安全和改善农业生态提供了有力支 撑。 寄生蜂类"天敌军团"成员众多，包括松毛虫赤眼蜂、螟黄赤眼蜂、玉米螟赤眼蜂、稻螟赤眼蜂、广赤眼 蜂、烟蚜茧蜂、棉蚜茧蜂、燕麦蚜茧蜂、菜蚜茧蜂、丽蚜小蜂、海氏桨角蚜小蜂、浅黄恩蚜小蜂等。这 些天敌可用于大田玉米、设施蔬菜、西甜瓜、草莓、果树、园林绿化树木等多种农林作物的害虫防治。 目前，北京市拥有天敌生产企业12家，建成65条生物天敌生产线，年产能超过3000亿头。2020年至2024 年，全市累计释放生物天敌1500亿头，用于蔬菜、大田、园艺等作物害虫防控，覆盖面积达690万亩 次，为保障农产品质量安全发挥了重要作用。通过规范寄生蜂类天敌的规模化繁育，天敌生产企业生产 效率可提高10%以上，寄生蜂类天敌产品的合格率可提升10%至15%，进而使 ...

证券代码：603813 证券简称：*ST原尚 公告编号：2025-052 广东原尚物流股份有限公司 关于签订《仓储配送合同》暨日常关联交易的公告 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： ? 《仓储配送合同》尚需提交公司股东大会审议。 ? 对上市公司的影响：广东原尚物流股份有限公司（以下简称"公司"）与 公司参股公司广东尚农智运科技有限公司（以下简称"尚农智运"）之间的关联交 易为双方生产经营活动所需要，有利于盘活资产，提质增效，促进公司经营业务 的稳定与提高。公司与参股公司尚农智运之间的关联交易属于一般商业交易，有 利于实现各方资源互补，交易的价格以业务实际发生时的市场价格为准，符合公 路运输市场惯有的定价标准，协议条款合理，不存在损害公司及中小股东利益的 情形，不会对关联人形成较大依赖，不会对公司独立性构成影响。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司于2025年7月11日召开第五届董事会第三十二次会议，以5票同意，0票 反对，0票弃权审议通过了《关于签订 <仓储配送合同> ...

Group 1 - The event "One Chain a Month, Benefit Together" in Ordos facilitated credit cooperation intentions between 12 financial institutions and 9 enterprises, resulting in a total signing amount of 29.7 billion yuan, covering various sectors including agriculture, infrastructure, public services, industrial upgrading, ecological development, and new energy [1] - A total of 101 key industry projects were promoted to financial institutions, with a total financing demand of 30.3 billion yuan, focusing on livelihood projects, rural revitalization, new energy and equipment manufacturing, and park city construction [1][3] - The event aimed to deepen the cooperation mechanism between government, finance, and enterprises, optimize the financial business environment, and inject vitality into the high-quality economic development of the region [3][15] Group 2 - The People's Bank of Ordos introduced a package of central bank policies and major monetary policy tools, helping enterprises understand the credit information sharing platform and monetary policy guidance [3] - Professionals from Guorong Securities and Dongfang Jiafu provided insights on capital market conditions, paths for enterprise listing, and strategies for local government investment in strategic emerging industries [3][8] - The event was significant for implementing the spirit of the 20th National Congress of the Communist Party and supporting key economic initiatives and actions [15][17]