Core Insights - The Jiangsu Provincial Department of Agriculture and Rural Affairs has launched a three-year action plan (2025-2027) to promote the optimization and upgrading of the agricultural product processing industry [1][2] - The action plan includes six major initiatives aimed at enhancing the agricultural product processing sector, focusing on innovation, quality, and integration with rural development [1][2] Group 1: Action Plan Initiatives - The action plan proposes the cultivation of "single champion" enterprises in agricultural product processing, the expansion of emerging industries, and the enhancement of processing parks and clusters [1] - It emphasizes the establishment of a matrix of leading agricultural enterprises and the classification of agricultural product processing enterprises for targeted development [1][2] - The plan aims to create a national advantage in characteristic industrial clusters and strong towns, along with the formation of industry technology innovation alliances [1] Group 2: Technological and Industry Development - The plan advocates for multi-level processing of agricultural products, focusing on diversified development, multi-level utilization, and value addition across various stages [2] - It supports the upgrading of processing facilities and equipment to enhance standardization, high-end, intelligent, and green processing levels [2] - The plan encourages the application of emerging technologies such as synthetic biology in agriculture, aiming for significant breakthroughs in functional substance extraction and other areas [2] Group 3: Industry Growth and Trends - Jiangsu has seen significant growth in its agricultural product processing industry, with over 9,000 large-scale processing enterprises expected by 2024 [2] - New industries and business models, particularly in functional substance extraction and marine biology, are emerging as important growth drivers [2]

证券日报网讯 11月17日晚间，农产品发布公告称，公司将参加由深圳证监局和中证中小投资者服务中 心指导、深圳上市公司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市公司投资者 网上集体接待日活动"，活动时间为2025年11月20日（星期四）14：30-17：00。 （文章来源：证券日报） ...

行 业 定 期 报 告 生猪养殖：（1）10 月销售简报：猪企出栏增量、均价下跌。出栏方 面，10月17家猪企合计出栏生猪1732.42万头，环比+22.51%，同比+29.29%。 均价方面，10 月行业供给压力较大，猪价大幅下跌。上市猪企销售均价同 步下降，10 月 13 家猪企生猪销售均价为 11.66 元/公斤，环比-11.12%，同 比-33.94%。（2）上周行情：上周猪价震荡偏弱运行。周初降温消费好转， 叠加散户惜售情绪增强，推动价格反弹；周中养殖端出栏节奏开始加快， 导致猪价由涨转跌。11 月 14 日猪价 11.66 元/公斤，周环比-0.19 元/公斤。 上周出栏均重继续回升。集团场月初缩量后于周内恢复正常出栏节奏，叠 加气温下降促进猪只日增重提升，出栏均重回升；肥标价差相对高位情况 下，散养户及二育户出栏大体重猪为主。11 月 13 日当周生猪出栏均重 128.48kg，周环比+0.18kg。展望后市，近期养殖已陷入亏损状态，叠加产 能调控政策推进，行业产能去化预期增强，有望推动长期猪价中枢上移， 低成本 优质猪企将获 得超额收益。10 月涌益 /钢联/卓创能 繁环比 -0.77%/+0 ...

"11月上半月国内豆粕现货价格涨后趋稳，整体波动空间有限。成本端美豆期价受中国采购消息及报告 利多预期支撑走强，但国内供需保持宽松，库存高企，叠加下游刚需补库为主，现货交易平淡。"卓创 资讯（301299）豆粕市场高级分析师马梓涵表示，当前，市场焦点集中于15日即将公布的美农供需报 告，预计12月底前，在成本支撑、库存压力缓解等因素影响下，豆粕现货价格或偏强震荡运行。 卓创资讯数据显示，截至11月13日，全国豆粕现货均价为3072元/吨，较上月末上涨39元/吨，本月高低 价差为15元/吨，波动空间较为有限。 消息面上，美国农业部将于北京时间11月15日凌晨发布11月供需报告，在美政府"停摆"导致9月后再无 官方数据发布的情况下，时隔两月美农报告的公布将为市场提供关键指引，市场提前交易报告数据偏多 预期，美豆期价涨至近16个月来高点。而国内现货市场基本面持稳，供需保持宽松格局，业者静待报告 数据公布，现货交易整体平淡，使得国内豆粕现货价格窄幅偏稳震荡运行。 现货市场方面，当前原料大豆整体充裕，支撑上游企业保持较高开工水平，市场现货货源供应宽松。 卓创资讯监测数据显示，截至11月第1周，全国大豆压榨企业豆粕库存为 ...

Core Insights - The agricultural processing sector saw a rise of 0.73% on November 17, with Jingliang Holdings leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Agricultural Processing Sector Performance - Jingliang Holdings (000505) closed at 7.38, up 1.51% with a trading volume of 181,400 shares and a transaction value of 133 million [1] - Jinjian Rice Industry (600127) closed at 7.04, up 1.44% with a trading volume of 306,400 shares and a transaction value of 216 million [1] - Other notable performers include: - Shen Gen Holdings (000019) at 7.32, up 0.83% [1] - Yongshuntai (001338) at 12.37, up 0.81% [1] - Shuangta Food (002481) at 5.95, up 0.51% [1] Capital Flow Analysis - The agricultural processing sector experienced a net outflow of 267 million from institutional investors, while retail investors saw a net inflow of 186 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Jinjian Rice Industry (600127) had a net inflow of 14.26 million from institutional investors, but a net outflow of 17.77 million from retail investors [3] - Shen Gen Holdings (000019) experienced a slight net outflow of 0.26 million from institutional investors, with a net inflow of 7.17 million from retail investors [3] - Other stocks like An Deli (605198) and ST Jiayou (300268) also showed varied capital flows, indicating differing investor sentiments [3]

Core Viewpoint - The company, Shuangta Food (002481.SZ), is expanding its product applications beyond pet food and supplies to include health foods, nutritional products, solid beverages, plant-based meat, energy bars, breakfast cereals, and liquid plant milk [1] Group 1 - The company’s products are utilized in various sectors, including health foods and nutritional products [1] - Future product development will focus on protein peptides, oligosaccharides, modified starch, and low glycemic index (GI) products [1]

期 货 眼 ·日 迹 每日早盘观察 银河期货研究所 2025 年 11 月 17 日 0 / 47 研究所 期货眼·日迹 | 股指期货：股指再受考验 3 | | --- | | 国债期货：单边暂缺驱动，关注移仓节奏 4 | | 豆粕：利多体现充分 | 盘面回落增加 5 | | --- | --- | | 白糖：巴西制糖比下降 | 国际糖价大涨 5 | | 油脂板块：油脂分化明显，震荡行情延续 7 | | | 玉米/玉米淀粉：玉米和淀粉: 现货继续上涨，盘面偏强震荡 8 | | | 生猪：供应压力增加 | 现货继续回落 8 | | 花生：花生现货偏强，花生短期仍底部震荡 9 | | | 鸡蛋：需求表现一般蛋价稳中有落 10 | | | 苹果：新一期入库量公布 | 果价稳中有涨 11 | | 棉花-棉纱：基本面矛盾不大 | 棉价震荡为主 12 | | 钢材：钢材出现复产，钢价区间震荡 13 | | --- | | 双焦：底部有支撑，等待新的驱动 13 | | 铁矿：偏空思路对待 14 | | 铁合金：供需双弱，成本支撑区间震荡 15 | | 贵金属：美联储再发鹰派信号 贵金属跳水 16 | | --- | | 铜 ...

村委会两委班子成员纷纷表示："上不了平台，限制销路，已成为当前产业发展的主要瓶颈。"在商讨过程中，他们初步探索出由西吉县益丰源农牧有限公司 （以下简称"益丰源"）作为商标持有方，负责该商标的推广及产品销售，同时与本村荞麦种植户、养蜂户签订定向采购协议定向收购，并委托本地蜂蜜、面 粉加工企业进行代加工，益丰源全程参与产品质量监督管理，并设定产品质量规格。 在"浦荞香"农产品商标申报启动会环节，浦发银行银川分行有关负责人表示，驻村工作队将"产业振兴"作为帮扶工作的出发点，积极探索"荞蜂互补"的生态 型产业链，并与村两委积极谋划申请"浦荞香"蜂蜜和荞麦面粉的农产品商标。该行在商标申报完成后，将积极通过自身资源进行产品推销，后期将在产品品 种及推广面上逐步扩大。 据悉，今年，该行一次性捐赠13.2万元用于洞子沟村道路照明路灯、垃圾投放点建设、困难户济困帮扶等3个项目。目前已安装太阳能路灯60盏、购买布放 垃圾箱5个，为该村4户村民每人捐赠3000元进行济困帮扶。 转自：宁夏日报 初冬的固原市西吉县新营乡洞子沟村委会院子格外热闹，近日，浦发银行银川分行在该村举办驻村帮扶成效总结、社会公益捐赠慰问等活动。村民荆国龙 说： ...

除鲜果销售外，部分高原苹果还被杭州久至臻农业科技有限公司加工成自主研发的苹果汁。这款果汁依 托高原苹果天然浓郁的风味和高钙高铁的营养优势，主打"零添加、纯天然"的健康理念，迅速在淘宝、 小红书、抖音等线上平台打开市场，月销量稳定在三吨以上，尤其受到年轻消费者的欢迎。 这一产品的创新，正是"遇上雅江"消费帮扶模式不断深化的缩影。事实上，"遇上雅江"早已成为连接杭 州市上城区与甘孜州雅江县两地干部群众"双向奔赴"的纽带。围绕"一园一馆一品"建设，两地以"政府 引导、市场主导、社会参与"模式，打造从资源转化到市场对接再到产品创新的消费帮扶生态圈，推动 帮扶工作由"输血"向"造血"转变。 如今，这份来自雪域高原的馈赠已走进杭州市民的日常生活。高原苹果不仅在线上热销，也在多个线下 渠道同步铺开——包括位于上城区东太平巷7号的"遇上雅江"甘孜州特色农产品馆，以及世纪联华各大 门店。部分产品还特别推出精致礼盒装，既传递高原风味，也寄托帮扶情谊。 商报讯(记者楼怡霖王珮琪)自杭州市上城区与甘孜州雅江县确立结对关系以来，两地不断深化优势互 补、合作共赢，"遇上雅江"消费帮扶品牌正是这一合作的生动实践。如今，来自高原的新鲜苹果正 ...

Group 1 - The 26th China Central (Hunan) Agricultural Expo is currently taking place in Changsha, where the Hunan Provincial Department of Agriculture and Rural Affairs held an investment promotion conference, signing 28 projects with a total amount of approximately 10 billion yuan [1] - Hunan ranks first in the country for rice area and production, with significant outputs in various agricultural products such as pigs, oil tea, rapeseed, citrus, tea, vegetables, and aquatic products, providing stable and high-quality raw materials for industry development [1] - The Hunan Provincial Rural Revitalization Fund, established with contributions from central, provincial, and municipal financial resources, aims to modernize the agricultural industry chain and attract targeted investments, having already invested over 1 billion yuan in the past three years [1] Group 2 - Anhui San Tiao Niu Agricultural Development Co., Ltd. operates in agriculture and agricultural machinery services across multiple provinces, expressing confidence in investing in Hunan due to the broad market for straw utilization and agricultural machinery services, along with strong government support and a favorable business environment [2] - Various cities and counties, including Zhangjiajie, Wangcheng District, Hengyang, Yueyang, Xinhua County, and Zhongfang County, showcased their unique projects at the conference, covering areas such as hybrid rice seed production, prepared vegetable production, organic waste resource utilization, and tea plantation construction [2]