油脂产业期现日报 投资咨询业务资格：证监许可 【2011】1292号 2025年7月1日 王泽辉 Z0019938 | 票阳 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 6月30日 | 6月27日 | 涨跌 | 涨跌幅 | | | 现价 | 江苏一级 | 8240 | 8290 | -50 | -0.60% | | | 期价 | Y2509 | 7984 | 8002 | -18 | -0.22% | | | 墓差 | Y2509 | 256 | 288 | -32 | -11.11% | | | 现货墓差报价 | 江苏6月 | 09+250 | 09+250 | 0 | - | | | 仓单 | | 20582 | 18882 | 1700 | 9.00% | | | 棕榈油 | | | | | | | | | | 6月30日 | 6月27日 | 涨跌 | 涨跌幅 | | | 现价 | 广东24度 | 8400 | 8500 | -100 | -1.18% | | | 期价 | P2509 | 8330 | 8376 | ...

Core Viewpoint - Zhejiang Dongri, once a high-flying stock due to the "brain-computer interface" concept, saw its stock price plummet after clarifying that its main business is unrelated to this concept, leading to a significant market correction [1][2][4] Group 1: Stock Performance - From June 16 to June 27, Zhejiang Dongri's stock price surged for 10 consecutive trading days, with 6 days hitting the daily limit, resulting in a cumulative increase of 105.16% [2][3] - On June 30, the stock opened at 26.82 yuan, down 6.35%, and closed at the daily limit of 25.78 yuan, marking a decline of 9.99% [1] Group 2: Company Announcements - On June 27, Zhejiang Dongri issued a "Severe Abnormal Fluctuation Announcement," clarifying that its main business involves managing vegetable markets and selling tofu, with no connection to the "brain-computer interface" [1][2] - The company had previously issued multiple announcements, including a "Risk Warning Announcement," emphasizing that its daily operations do not involve the "brain-computer interface" business [3][4] Group 3: Market Manipulation Concerns - The stock's prior surge was characterized as speculative trading, with indications of potential market manipulation, especially given the company's clarifications about its business focus [2][3] - The misleading nature of the stock's rise based on the "brain-computer interface" concept has raised concerns about investor protection and the need for regulatory scrutiny [4]

像孙菲这样被乡情和机遇召唤回来的"归雁",曲阜市已精准对接了120余名。曲阜市创新"靶向恳谈+乡情 招引"模式,将恳谈会打造成家乡发展的"推介会"和项目对接的"洽谈会"。系统梳理各镇街资源禀赋,绘制 清晰的"一镇一业"产业地图,让在外人才一目了然,看到回乡发展的广阔空间和具体路径。通过深入挖掘 在商界、科技、金融等领域有所建树的曲阜籍人才,按专业领域建档,变恳谈为合作契机,一批批带着技 术、资金、项目和乡愁的"离乡人",正转身成为助力家乡振兴的"合伙人"。 精心筑暖巢 服务护航"合伙人"创业梦 引才只是第一步,让人才留得住、干得好才是关键。曲阜市着力打造"合伙人"干事创业的温暖港湾。 乡音唤"归雁" 从"漂泊者"到"合伙人" 如何让在外打拼的曲阜才俊心系桑梓、返乡创业?曲阜市打出了"乡情牌"+"精准棋"。 "以前觉得老家机会少,回来能干啥?"在江苏工作的孙菲坦言。去年春节,他收到了家乡寄来的"大礼 包"——一份清晰的"一镇一业"产业地图和"投资机会清单"。"原来老家文旅融合、'一块田'改革、特色 种养搞得这么红火,土地、资金、政策都明明白白。"更让孙菲暖心的是,镇村干部主动上门,"走一遍乡 土、访一次家属、解 ...

Core Viewpoint - The nomination of Mr. Wu Jinghua as an independent director candidate for the ninth board of Jin Jian Rice Industry Co., Ltd. has been made, with the nominee meeting all necessary qualifications and independence criteria as per relevant regulations [1][2][3]. Summary by Sections Nomination and Qualifications - Mr. Wu Jinghua has been nominated as an independent director candidate and has agreed to take on this role, having a solid understanding of the company's operations and relevant legal frameworks [1]. - The nominee possesses over five years of experience in legal, economic, accounting, financial, or management fields necessary for fulfilling independent director responsibilities [1]. Compliance with Regulations - The nominee's qualifications comply with various laws and regulations, including the Company Law of the People's Republic of China and the Management Measures for Independent Directors of Listed Companies by the China Securities Regulatory Commission [1]. - The nominee has completed training and obtained relevant certification recognized by the stock exchange [1]. Independence Criteria - The nominee does not have any relationships that could affect independence, such as being an employee or having significant shareholding in the company or its major shareholders [2][3]. - The nominee has no adverse records, including administrative or criminal penalties from the China Securities Regulatory Commission in the last 36 months [4]. Additional Conditions - The nominee has not been dismissed from previous independent director roles due to absence from board meetings [4]. - The nominee's concurrent roles as an independent director in domestic listed companies do not exceed three, ensuring compliance with regulatory limits [4].

Core Viewpoint - The company plans to engage in new daily related transactions with its subsidiary, involving sales of products and goods to Hunan Xinglong Agricultural Development Co., Ltd., with an estimated amount not exceeding RMB 7.5 million (excluding tax) before December 31, 2025 [1][7]. Summary by Sections Daily Related Transactions Basic Information - The board of directors approved the proposal for new daily related transactions, with the relevant directors abstaining from voting. The independent directors also supported the transaction [1][7]. - The transaction does not affect the independence of the company and its subsidiaries, and the company's main business or income does not rely on these transactions [1][8]. Related Party Introduction and Relationship - Hunan Agricultural Development Investment Group Co., Ltd. is the indirect controlling shareholder of the company, while Hunan Xinglong Agricultural Development Co., Ltd. is a subsidiary under this group [6][7]. Main Content and Pricing Principles of the Transactions - The subsidiary plans to sell products and goods to Hunan Xinglong Agricultural Development Co., Ltd. with a total estimated amount not exceeding RMB 7.5 million (excluding tax) before December 31, 2025 [7][8]. - The pricing will follow fair, just, open, and reasonable principles, adhering to national pricing where applicable, or market prices otherwise [7][8]. Purpose of the Related Transactions and Impact on the Company - The new daily related transactions aim to leverage the synergy with related parties, expanding the sales channels for the company's grain and oil products, thereby enhancing brand influence and market sales [8]. - The expected transactions will be executed based on market principles and will not harm the interests of the company or its shareholders, particularly minority shareholders [8].

Group 1 - The company announced a change in the use of part of the raised funds and a delay in investment projects, specifically reducing the investment amount for the "Konjac Deep Processing Intelligent Manufacturing Production Line Expansion and Renovation Project" from 101.05 million yuan to 91.36 million yuan, reallocating 26 million yuan for the construction of the Hydrophilic Colloid Industrial Park Renovation and Digital Transformation Project (Phase I) [2] - The "Konjac Deep Processing Intelligent Manufacturing Production Line Expansion and Renovation Project" was initially planned in 2022 based on market conditions and company circumstances, and the company has adhered to regulations regarding the use of raised funds while ensuring the project's smooth implementation [2] - As of May 31, 2025, the basic construction of the project, including civil works and equipment, has been completed [2] Group 2 - The company plans to extend the "Konjac Deep Processing Intelligent Manufacturing Production Line Expansion and Renovation Project" deadline to December 2025, utilizing working capital during the extension period to purchase raw materials needed for production [3] - The total planned investment for the "Hydrophilic Colloid Industrial Park Renovation and Digital Transformation Project (Phase I)" is 56.04 million yuan, with 26 million yuan sourced from the original raised funds, while the remaining amount will be financed through the company's own or self-raised funds [3] - The completion of the project is expected to enhance the company's production capacity for hydrophilic colloids, meet market demand, and improve the company's market competitiveness and profitability, thereby expanding future development opportunities [3]

gtaxinstitute@essence.com.cn 【原油】 上周国际油价高位回落，布伦特09合约跌12.5%，SC08合约跌12.02%。伊以冲突降温后原油重回宏 观与供需面主导， OPEC+部分代表表示或将在7月6日决定8月产量连续第四个月增加41.1万桶/天。 三季度旺季全球石油累库幅度面临收窄,但OPEC+增产压力之下宽松形势难有根本改观,油价短期 震荡偏弱运行,关注与美伊核相关中东局势的反复风险。 【责金属】 周五贵金属大幅回落，近期随着伊以停火市场风险偏好向好，金价回吐战争溢价。如冲突不再出现 反复，市场关注点将逐渐转向关税谈判和美联储。鲍威尔上周讲话维持观望态度，认为利率的变化 将取决于经济走向,关注本周非农数据验证。 【铜】 上周五铜价高位震荡，美伦物流转移及溢价交易推高外盘；国内或因半年度结算，现货升水反复快 带动沪铜。临近7月市场关注美国与主要贸易伙伴的谈判进程，目前倾向继续顺延。另外，联储7月 降息节奏也成焦点。技术上，短线沪铜涨势可能打开到8.1万。中长期趋势交易仍建议关注高位空 配。 【铝】 周五夜盘沪铝高位震荡。沪铝指数持仓处于近年高位显示市场分歧大,终端消费前置和淡季负反馈 ...

大河穿过峡谷，梯田铺满山坡，溪水流过麦地，踏青的孩子在空旷的田野中奔跑。青砖灰瓦的古老民居在树林中 露出一角飞檐，明亮的玻璃窗里，村民在整理洁白的床单。蹄窝遍布的千年古道，蜿蜒穿过村庄和山峰，游客漫 步在古道上，追寻千年的遗响…… 随着北京市新一轮"百千工程"的推进，2024年起，北京门头沟开启了"诗画乡村"建设，古老村庄中的人们，正在 踏入与以往完全不同的生活，在现代化的都市旁边，重塑不一样的乡愁。 门头沟区雁翅镇苇子水村，改成民宿的古民居。新京报记者 王子诚 摄 香椿苦杏梯田，古村里的新产业 香椿下市了很久，山杏红了又落，在门头沟雁翅镇的600年古村苇子水，一间明亮干净的房间里仍飘着香椿的气 息，几台机器将储存的香椿加工成香椿酱，也把处理好的苦杏仁变成罐装的杏仁粥。 苇子水位于田庄沟域西端，沟域从永定河畔开始，向西北山林中延伸，苇子水、田庄、松树、高台、淤白、泗家 水等村落依次分布在沟域中。沟域中的红头香椿在门头沟的深山中长了几百年，是山里人祖祖辈辈的头茬野菜， 它被认定为国家地理标志农产品，也成了乡村振兴中的基础产业。 香椿销售期很短，往往只有十多天的采收期，在过去，每年都有卖不完的香椿，只能遗弃在枝头 ...

菜籽系产业日报 2025-06-30 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 视加拿大有限公司停止在加运营并关闭其加拿大业务，中加经贸关系有望再度转紧，或影响油菜籽对我国的出口。盘面来看，受加 菜籽下跌拖累，菜油震荡收跌，短期波动或加剧。 重点关注 周一我的农产品网油菜籽开机率及各地区菜油粕库存量，中加及加美贸易争端走向 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 | 项目类别 | 数据指标 最新 环比 数据指标 最新 | | | | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价 ...

6月30日，加拿大菜籽(7月船期)C&F价格595美元/吨，与上个交易日相比上调1美元/吨；加拿大菜籽(8 月船期)C&F价格585美元/吨，与上个交易日相比上调1美元/吨。 分析观点： 方正中期期货研报：原油价格大幅回落，对菜油生柴掺混利润有利空影响。国内菜油现货供需仍偏宽 松。新季菜籽预期增产，中加贸易关系有好转预期，新季菜籽榨利尚可，市场信息国内新增菜籽买船， 对菜系商品价格产生利空影响。美国和巴西生柴需求增长使得植物油消费增加，油粕比走高使得利空影 响更多体现在菜粕上。产地菜籽旧作供给并不宽松，菜油09合约继续下行空间收窄。 期货市场上看，6月30日收盘，菜籽油期货主力合约报9415.00元/吨，跌幅0.50%，最高触及9490.00元/ 吨，最低下探9356.00元/吨，日内成交量达355040手。 【市场资讯】 加拿大油籽加工商协会（COPA）发布的油籽压榨数据显示，2025年05月，加拿大油菜籽压榨量为 831193.0吨，环比降9.59%；菜籽油产量为353218.0吨，环比降9.5%。 6月30日，加拿大菜油(7月船期)1050美元/吨，与上个交易日相比持平；加拿大菜油(9月船期)1030美 ...