Core Insights - The rise in popularity of "trampled spinach" in Henan is attributed to a combination of quality agricultural practices and effective marketing through social media and live streaming, leading to a significant increase in sales [1][2] - The success of trampled spinach reflects a broader trend in Henan's agricultural sector, focusing on local resources and specialty products to drive rural revitalization [2][3] Group 1: Agricultural Trends - Trampled spinach, known for its unique taste and natural growing methods, has gained consumer trust and increased sales due to its perceived quality and authenticity [1] - The cultivation of trampled spinach involves traditional methods, such as outdoor planting in autumn and winter, which enhances its flavor and aligns with consumer demand for natural products [1] Group 2: Rural Revitalization Strategies - The development of cherry farming in Lihe Village showcases the integration of technology and local resources, with initiatives like smart greenhouses and cherry festivals enhancing local tourism and economic growth [2] - The emphasis on technology in agriculture is evident through companies like Pingdingshan Green He Agricultural Technology, which focuses on selenium-rich agricultural products and aims to establish a selenium processing industrial park [2] Group 3: Brand Development and Marketing - The success of trampled spinach provides insights into the branding and marketing of agricultural products, highlighting the importance of storytelling and direct consumer engagement through platforms like short videos and live streaming [2] - The revitalization of traditional brands, such as the "Laobaotai" pickles, demonstrates the potential for integrating modern marketing strategies with traditional production methods to enhance product quality and market reach [3]

央视网消息（新闻联播）：2025年我国农业发展全面绿色转型迈入关键阶段，优质农产品供给能力稳步 增强，绿色农产品占比持续扩大。 今年，农业农村部将继续深入实施农业品牌精品培育计划，完善省级农业品牌目录，把1400多个农产品 区域公用品牌、2000多个企业品牌，以及2300多个绿色优质产品品牌纳入目录重点培育，进一步激发绿 色优质农产品消费潜力。 眼下，四川蒲江的柑橘园正迎来采摘旺季。从分拣、贮存到入库，蒲江柑橘的全流程作业均严格遵循绿 色低碳标准。有机肥使用覆盖率达76.5%，绿色防控覆盖率达71%。根据对一颗蒲江柑橘全生产链条 的"碳足迹"追踪显示，碳排放量要比普通柑橘少了近一半。 随着我国绿色农业持续推进，记录农产品在种植、加工、运输等全过程中温室气体排放的"碳足迹"，正 成为衡量绿色农产品的新标尺。目前，我国已将包括柑橘在内的主粮、蔬菜、糖料等8大类、27种农产 品纳入农产品碳足迹因子基准数据库，实现了从播种到收获各环节的碳排放监测。预计到2027年，数据 库将覆盖50个核心农产品。 ...

Summary of Conference Call on Corn Market Outlook Industry Overview - The conference call focuses on the corn market, particularly in the context of global and Chinese supply and demand dynamics, pricing trends, and investment opportunities within the corn industry [1][3][5]. Key Points and Arguments Global Corn Supply and Demand - The USDA forecasts global corn production for 2024-2025 at 1.23 billion tons, with an increase of approximately 6 million tons expected for 2025-2026. Despite this increase, demand is also rising significantly, leading to a decrease in the global stock-to-use ratio from 24.8% to 22.38%, indicating tighter supply which may support corn prices [1][3][4]. - The demand for corn is expected to remain robust, particularly due to industrial consumption, including ethanol production, which is anticipated to drive prices higher [3][8]. Chinese Corn Market Dynamics - China's corn market is relatively closed, with major production areas in Northeast and Huang-Huai-Hai regions, contributing approximately 70%-80% of national output. Extreme weather in the Huang-Huai-Hai region in 2025 is expected to severely impact yields, while the Northeast region is expected to maintain sufficient supply [5][6]. - Import policies in China have tightened, reducing imports from historical levels of over 20 million tons to a few million tons, aimed at protecting farmers' interests and ensuring food security [5]. Corn Processing Industry - The profitability of China's corn deep processing industry has been poor in recent years but is expected to improve starting in the second half of 2025. This improvement is attributed to the increased use of lower-quality corn for processing, which enhances operational rates and profit margins for processing companies [6][8]. Wheat and Corn Relationship - There exists a substitution relationship between wheat and corn, where high corn prices may lead to increased use of wheat as a feed alternative. Current weather conditions affecting wheat sowing in the Huang-Huai-Hai region may elevate wheat prices, indirectly influencing corn price trends [7][9]. Future Demand for Feed Grains - Global demand for feed grains is expected to steadily increase, supported by the recovery of pig stocks and expansion in poultry farming. This trend is mirrored in China, where the recovery in pig inventory and growth in poultry farming will bolster feed grain demand, particularly for corn [8]. Investment Opportunities Notable Companies in the Corn Industry 1. **Beidahuang**: Benefits from rising land rental expectations due to increased grain prices. The company has over 10 million acres of land, with 10%-20% allocated for corn cultivation. The dividend rate is close to 4%, with strong backing from the major shareholder [10][11]. 2. **COFCO Technology**: Focuses on corn deep processing, primarily producing corn ethanol. Although profitability has been low before 2025, it is expected to improve with rising corn ethanol prices [10][13]. 3. **Kangnong Seed Industry**: Noted for its high-yield and dense variety, Kangnong 8,009, which has received positive reviews. The company reported a more than 60% year-on-year increase in advance payments in the first three quarters of 2025, indicating strong demand from distributors [10][13]. Impact of Rising Corn Prices - Rising corn prices are expected to enhance farmers' income, which may lead to increased land rental prices and a greater willingness to invest in high-quality seeds and agricultural inputs. Companies that maintain a strategy of selling high-quality, high-priced products are likely to perform well in terms of sales and pricing [11]. Additional Insights - The agricultural team at Guotai Junan holds an optimistic view on the agricultural market for 2026 and plans to continue organizing events to share insights on various agricultural products, including rubber [12].

"性状优良、抗病能力强的品种，将更受市场欢迎。"广东省良种引进服务公司副总经理陈本强认为，生 育期短（25-40天）、抗病性好（抗软腐、炭疽、霜蛋病）、整齐商品性好、口感品质优的品种更有市 场潜力。 0:00 / 28:00 近日，广东省农业技术推广中心推出的"数字+轻骑兵"广东省农产品产地冷藏保鲜设施技术与装备推广 系列主题课程，广东省良种引进服务公司副总经理陈本强为大家带来《广东菜心产业高质量发展建议》 的专题课程，针对菜心绿色高效栽培技术，为种植户进行细致的讲解。 ...

南华浩淞大豆气象分析报告 ———巴西产区逐渐收获，阿根廷土墒继续下行 靳晚冬（投资咨询资格证号：Z0022725） 联系邮箱：jwd@nawaa.com 交易咨询业务资格：证监许可【2011】1290号 2026年01月26日 本周重要气象提示 1、巴西：大豆收割进度已达2.3%，其余作物出苗期 2.3%，营养生长18.3%，开花期17.3%，鼓粒期 53.6%，成熟期 8.1%，整体来看，当前正值主要生长季关键期，尽管近期天气相对偏干，但核心产区中西部 以及南部地区土壤墒情整体良好，保证了创纪录的单产预期。中西部马托格罗索州，收割率已经达到种植面 积的13.88%，较上周增加7.19%。收割率也高于2025年同期的4.38%，以及五年均值的5.61%。降雨减少与 晴朗天气交替出现，有利于全州范围内收割工作的推进，初期收获的单产预期良好；戈亚斯州目前收割主要 在灌溉区开始，尽管频繁降雨有利于作物生长，但受此影响下生长末期自然成熟与收获进度减缓；南马托格 罗索州收割在低洼地区进行，整体优良率85.7%；米纳斯吉拉斯州首批灌溉区开始收割，已收获部分取得了 良好的单产，而其他大部分处于灌浆期的区域作物状况良好。在南 ...

"以前只知道菜 心，现在认识了 连州菜心。"康 桥花园业主陈女 士在购买后表 示，这种有产 地、有品牌的农 广货行天下，清 甜入鹏城！连州 菜心在深圳社区 受热捧_南方+_ 南方plus "菜心我常买， 这么清甜的菜心 还是第一次吃 到"近 日，"深"爱连州 菜心社区推广活 动以"进社区"的 形式，走进深圳 多个社区，将来 自清远连州的粤 味珍品带到湾区 市民家门口。 此次活动为"粤 味珍品·连州菜 心走进粤港澳大 湾区（深圳）宣 传推介活动的重 要一环。同时， 这场接地气的社 区推广也是响 应"广货行天 下"行动的一次 鲜活落地， 让"清甜爽口、 脆嫩无渣"的连 州菜心，用实实 在在的滋味赢得 众多市民的青睐 与口碑。 产品，让她消费 得更放心、更明 白；在莲馨家 园，刚从超市回 来的刘姐对比说 道："这比我在 超市买的普通菜 心口感好太多， 没有那种土涩 味，清炒一定很 好吃。"年轻的 上班族小吴则看 中了其便利 性："这种从产 地直接到社区的 推广真好，下班 后顺路就带点回 家。" 来自社区邻里的 真实好评，汇就 了生动的口碑。 现场工作人员也 观察到，连州菜 心自然的甜度和 爽脆的口感是其 最突出的记 ...

作为"学院派"代表，南京理想农业在青龙社区的百亩现代化大棚里，以科技赋能育种。基地与科研机构 合作开展倍性育种，通过智能温控、天然绿肥培肥土壤等精细化管理，年播种育种材料超5000份，培育 出百余种特色品种。夺冠的"油苏"小白菜叶片肥厚、纤维量低，经霜冻后甜味物质富集，入口清甜化 渣，清炒、涮煮皆具回甘，尽显品质优势。 南京秋鹃农业则以"田园生活家"的姿态，在滨淮村的百亩田地里坚守生态初心。菜畦与鱼塘相映，认领 菜园承载着城市人的田园向往，作物全程遵循自然节律生长。其参赛的"矮脚黄"作为南京传统名品，株 型紧凑、叶柄宽厚，抗病性强且口感软糯无渣，霜打后风味更胜，兼具食用价值与地域特色。 近年来，淳化街道深耕绿色农业，将现代农业科技与生态种植深度融合，在品种改良、品质提升上持续 突破。如今，当地正以优质农产品为纽带，擦亮乡村振兴名片。许艳 韦燕 （来源：新华日报） 近日，2025年度南京地产小白菜品鉴活动"鲜味擂台"落幕，南京市26家种植主体携62款精品同台竞技， 经现场大众投票评选，江宁区淳化街道两家企业表现亮眼：南京理想农业的"油苏"摘得桂冠，南京秋鹃 农业的"矮脚黄"斩获季军，彰显了淳化绿色农业的硬实力。 ...

国信期货研究 Page 1 国信期货油脂油料月报 油脂油料 南美天气叙事或启动 市场或有上涨机会 2026 年 1 月 25 日 国际方面，2月南美天气仍有一定的炒作的题材，巴西中部地区的降雨可 能影响收割进度，而阿根廷地区的旱情也将引起市场的重视。尽管巴西大豆丰 产预期增强，但由于其价格优势明显，仍是中国采购的首选，巴西大豆升贴水 或保持坚挺格局，出现降价促销的概率减弱。进入2月份，美豆需求陷入一降 一增的局面，出口可能重新疲软，而压榨需求继续保持旺盛局面，美豆库存可 能会继续回升，美豆供给格局或转向宽松。不过由于南美2月份或有天气炒作 题材，这使得CBOT大豆在1000美分处或有支撑，期价维持底部震荡的走势，如 果南美天气持续发酵，CBOT大豆或有小幅上行的可能，否则维持震荡格局。 2 月份国内豆粕现货市场供给或因进口大豆到港下降或有不足，而需求平稳，这 使得豆粕现货库存稳中趋降。豆粕市场或呈现近强远弱，现货强期货弱的局面。 仍需关注海关通关的相关政策的变化。连粕或维持底部宽幅震荡，期价或在震 荡区间内小幅反弹，南美天气炒作、国内现货供给不足等因素或提供支撑。 油脂方面，国际方面，美豆油方面，2月美国多项 ...

Core Viewpoint - The "Guanghuo Goes Global" initiative is actively promoting the "Jiangmen Quality Products" brand, showcasing Jiangmen's manufacturing strength and cultural significance, while enhancing its brand influence through e-commerce and cross-border logistics [2][11]. Group 1: Event Highlights - The "Guanghuo Goes Global" Jiangmen food and beverage promotion event was launched on January 23, featuring the "Heshan Powdered Cassava Festival" [2]. - A notable highlight of the event was the unveiling of an 85-pound "King of Cassava," which drew significant attention from attendees [4][5]. Group 2: Agricultural Development - The Dajianhe Spring Valley Cassava Planting Base, a core area for the national geographical indication product "Heshan Cassava," has transformed from abandoned chicken coops into a 100-acre scale planting area, integrating agriculture with tourism and processing [4][6]. - The cassava planting area has exceeded 1,000 acres, benefiting local farmers through a cooperative model supported by government initiatives [6]. Group 3: Product Showcase - The event featured a variety of Jiangmen products, including popular items like "Kang Shifu" beverages, instant turtle jelly, and herbal drinks, highlighting the region's diverse food offerings [8][9]. - Jiangmen is recognized as a key area for high-quality food production, with several counties receiving provincial recognition for their food industry development [11]. Group 4: Industry Integration - Jiangmen is promoting the integration of primary, secondary, and tertiary industries, enhancing agricultural productivity and creating new market opportunities through innovative practices [9][12]. - The region aims to advance towards a trillion-yuan food industry cluster, focusing on intelligent, green, and integrated development [11].

证券日报网讯1月23日，亚盛集团（600108）在互动平台回答投资者提问时表示，目前公司正在积极开 展线上和线下营销渠道拓展，提升公司产品知名度。 ...