Core Insights - The article highlights the investment opportunities in Bayannur, Inner Mongolia, particularly in agriculture and livestock sectors, emphasizing its unique geographical advantages and resources [1][2][4] Group 1: Agricultural and Livestock Potential - Bayannur is a significant production base for organic raw milk, sunflower seeds, dehydrated vegetables, and tomato products, contributing to 40% of China's sunflower seeds and 60% of its tomato sauce exports [1][3] - The region is located in the "golden agricultural planting belt" at 40 degrees north latitude, benefiting from over 3100 hours of annual sunlight and significant temperature variations, making it ideal for crop growth [2][3] - The local government is focusing on attracting investment in agricultural processing and high-value product transformation, with 19 agricultural projects listed in the 2025 investment plan [9][10] Group 2: Investment Initiatives and Support - The "Private Enterprises Entering the Border Areas" initiative aims to encourage private enterprises to invest in Bayannur, with support from national ministries to leverage capital, technology, and management expertise [1][5] - The local government has implemented a "one-stop" approval process and "nanny-style" services to shorten the investment landing period, enhancing the business environment [10] - Significant investment has been noted, with 21 major projects over 1 billion yuan implemented in the first quarter of the year, totaling 4.47 billion yuan, a year-on-year increase of 451.9% [10] Group 3: Challenges and Future Directions - Despite its advantages, Bayannur faces challenges such as insufficient industrial chain collaboration, a shortage of skilled professionals, high logistics costs, and low land utilization [11] - The government plans to improve logistics parks, cold chain storage, and testing centers to support the agricultural and livestock industries [11] - The article suggests that the entry of private enterprises into the border areas could be a transformative opportunity for the region [11]

Group 1 - The core viewpoint highlights the thriving bitter melon cultivation in Donggang Town, leveraging favorable soil and water conditions, with yields reaching 6,000 to 10,000 pounds per acre and a stable purchase price of 3 yuan per pound [1] - Donggang Town's bitter melon is characterized by its thick flesh and moderate bitterness, with individual fruits weighing up to 1 pound, making it popular in the market [1] - A strategic partnership between Donggang Town's Strong Village Company and Guangzhou Yongchangshun Fruit Company has been established to create an integrated agricultural supply chain, ensuring market access and increasing farmer income [1] Group 2 - In addition to bitter melon, Strong Village Company is cultivating over 80 acres of seedlings for various fruits and high-quality sweet potato varieties [2] - Donggang Town plans to establish an 80-acre agricultural product distribution center next year, equipped with cold chain logistics facilities to further extend the agricultural product supply chain [2] - The focus on rural revitalization emphasizes industrial growth, aiming to create a closed loop from planting to branding and distribution, transforming Donggang's agricultural products from "good quality" to "good brand" [2]

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - For oils, it is expected that the global soybean supply will remain loose in the 2025/26 season. Although the planting area and output of US soybeans will decrease, Brazil's soybean output may reach a record high. Currently, the weather in the main soybean - growing areas in the US is good, and the planting progress is fast. In the domestic market, a large amount of soybeans will arrive at ports, and the weekly soybean crushing volume will exceed 2 million tons, leading to a gradual build - up of soybean oil inventory. The CBOT soybean and soybean oil prices may fluctuate weakly. Palm oil is in the seasonal production - increasing period, but the inventory build - up in Malaysia in May is expected to be small due to improved export demand. The domestic palm oil inventory is at a low level, and the import volume is expected to increase gradually. Rapeseed prices in the Intercontinental Exchange are rising, providing support for rapeseed oil, but the domestic rapeseed oil inventory is still high. The strategy is to wait and see for single - side trading and focus on the opportunity of going long on rapeseed oil and short on soybean oil for arbitrage [5][7]. - For protein meals, the global soybean supply will remain loose in the 2025/26 season. The domestic soybean crushing volume is high, and the soybean meal inventory is rising from a low level. The rebound space of soybean meal is limited. The price of rapeseed meal is supported by the rising rapeseed price, but the high inventory of imported rapeseed meal restricts its upward movement. The strategy is to wait for the opportunity to short after the rebound for single - side trading and wait and see for arbitrage [9][10]. 3. Summary According to the Directory 3.1 Viewpoint and Strategy 3.1.1 Oils - **Core fundamentals**: Global soybean supply is loose. US soybean planting progress is fast, and domestic soybean oil is accumulating inventory. Palm oil production increase in Malaysia is small, and exports are improving. Rapeseed prices support rapeseed oil, but domestic rapeseed oil supply is abundant [7]. - **Cost and profit**: As of May 30, the arrival cost of Brazilian soybeans in July is 3,557 yuan/ton, with a gross profit of 184 yuan/ton. The import cost of palm oil (June shipment) is 8,456 yuan/ton, with a spot profit of - 125.36 yuan/ton. The arrival duty - paid price of Canadian rapeseed (June shipment) is 5,253 yuan/ton, with a spot crushing profit of - 68 yuan/ton [7]. - **Supply and demand**: In June, the estimated import volume of soybeans is 10.5 million tons, rapeseed is 200,000 tons, and palm oil is 252,000 tons. In May, the domestic soybean oil sales decreased by 42%, palm oil sales increased by 30.34%, and rapeseed oil sales decreased by 23% [7]. - **Inventory**: As of May 23, the total commercial inventory of the three major oils was 1.8018 million tons, a decrease of 0.67 tons from the previous week, a year - on - year increase of 4.70% [7]. - **Strategy**: Wait and see for single - side trading; focus on the opportunity of going long on rapeseed oil and short on soybean oil for arbitrage [7]. 3.1.2 Protein Meals - **Core fundamentals**: Global soybean supply is loose. Domestic soybean meal inventory is rising from a low level. The rebound of soybean meal is restricted by the large arrival of soybeans. Rapeseed meal is supported by the rising rapeseed price, but the high inventory of imported rapeseed meal restricts its upward movement [10]. - **Cost and profit**: As of May 30, the arrival cost of Brazilian soybeans in July is 3,557 yuan/ton, with a gross profit of 184 yuan/ton. The arrival duty - paid price of Canadian rapeseed (June shipment) is 5,253 yuan/ton, with a spot crushing profit of - 68 yuan/ton [10]. - **Supply and demand**: In June, the estimated import volume of soybeans is 10.5 million tons and rapeseed is 200,000 tons. From May 3 - 30, the total soybean meal sales decreased by 20.47% compared with April. The coastal rapeseed meal pick - up volume decreased by 25.50%, and the consumption of imported rapeseed meal increased by 24.42% [10]. - **Inventory**: In the 21st week, the soybean meal inventory in oil mills increased by 70% from the previous week, still at a low level. The inventory days of feed enterprises' soybean meal are 5.99 days, still at a low level. The rapeseed meal inventory in coastal oil mills decreased by 18.97% in the 21st week, while the imported rapeseed meal inventory is still high [10]. - **Strategy**: Wait for the opportunity to short after the rebound for single - side trading; wait and see for arbitrage [10]. 3.2 Market Review of Oils and Meals in May 2025 - **Oils**: The oils sector fluctuated narrowly in May, affected by the rumor of US biodiesel policy. Soybean oil inventory is increasing, palm oil did not weaken during the production - increasing period due to improved exports, and rapeseed oil is supported by cost [14]. - **Price differences**: The price difference between rapeseed oil and soybean oil widened, the price difference between soybean oil and palm oil narrowed, and the price difference between rapeseed oil and palm oil changed little [19]. - **Spot prices**: In May, the spot price of rapeseed oil increased slightly, while the spot prices of soybean oil and palm oil decreased. On May 30, the mainstream price of rapeseed oil was 9,474 yuan/ton, an increase of 58 yuan/ton; the average price of first - grade soybean oil was 7,928 yuan/ton, a decrease of 285 yuan/ton; and the national average price of 24 - degree palm oil was 8,520 yuan/ton, a decrease of 330 yuan/ton [21]. - **Protein meals**: Soybean and rapeseed meals rebounded in late May. The price difference between soybean meal and rapeseed meal narrowed to a low level, and the oil - meal ratio decreased. The spot price of soybean meal decreased significantly, while the spot price of rapeseed meal rebounded from a low level [25][28][31]. 3.3 Fundamental Analysis of Oils and Oilseeds - International Situation - **Global oilseed supply**: It is expected that the global oilseed supply will be loose in the 2025/26 season. The global oilseed output is expected to be 692.1 million tons, a 2% increase. The global soybean output is expected to be 426.8 million tons, a 1% increase. The total output of rapeseed and sunflower seeds is expected to recover by 6% [36]. - **US soybeans**: The weather in the main soybean - growing areas is good, the planting progress is fast, and the crushing profit is low. As of May 25, the planting progress is 76%, and the emergence rate is 50% [45][47][51]. - **Brazilian soybeans**: The harvest is basically completed, and the export is still at a peak. It is estimated that the export volume in May is 14.03 million tons, a 4.16% year - on - year increase. The CNF premium has decreased slightly [54][56]. - **Argentine soybeans**: The current harvest progress is slow, but it is expected to speed up as the rainfall decreases [60]. - **Malaysian palm oil**: The production in May increased slightly, and the export improved. The inventory build - up in April exceeded expectations [63][68]. - **Global rapeseed**: It is expected that the global rapeseed output will recover in the 2025/26 season, reaching 89.558 million tons, a 445,900 - ton increase. The production increase mainly comes from the EU, Canada, and Russia [71]. - **Canadian rapeseed**: The rainfall in the main growing areas is slightly lower than normal, the planting progress is fast, and the export demand is strong. The price of rapeseed futures in the Intercontinental Exchange has been rising [74][77][81]. 3.4 Fundamental Analysis of Oils and Oilseeds - Domestic Situation - **Soybeans**: It is expected that a large amount of soybeans will arrive at ports from June to July. The soybean inventory in oil mills will gradually increase, the import cost in May decreased, the crushing profit increased, and the crushing volume is expected to remain high [86][90][94][98]. - **Palm oil**: The import cost in May decreased slightly, the import profit improved, and the import volume in June is expected to increase [102][106][109]. - **Rapeseed**: The import cost of Canadian rapeseed in May increased, the crushing profit narrowed, the inventory in oil mills is low, and the crushing volume decreased significantly [113][118][127]. - **Oils inventory**: In May, the total inventory of the three major oils was relatively stable, but the inventory trends were different. Soybean oil inventory increased rapidly, rapeseed oil inventory decreased from a high level, and palm oil inventory remained low [131][137]. - **Oils trading volume**: In May, the trading volume of palm oil increased, while the trading volumes of soybean oil and rapeseed oil decreased [140]. - **Soybean meal**: The inventory is gradually increasing, and the trading volume in May decreased [143][147]. - **Rapeseed meal**: The inventory in oil mills is low, the port inventory is high, and the consumption in May decreased slightly [151][154][157].

Group 1 - The core viewpoint of the articles highlights the successful completion of black bean planting in Ming Shui County, with a total area of 23,500 acres dedicated to black bean cultivation this year [1] - Ming Shui County is located in a prime agricultural zone with favorable conditions for black bean farming, including rich black soil averaging over 1.5 meters in thickness and long sunlight hours [1] - The county has adopted a "smart agriculture + full industry chain" strategy to enhance the black bean industry, focusing on green, deep processing, and high-end development to promote rural revitalization [1] Group 2 - Ming Shui County has developed a comprehensive industry chain from black bean planting to deep processing, transitioning from single-use to diversified product development [2] - The black bean processing industry has evolved from a short, open supply chain to a long, closed industry chain, producing various products such as black bean powder, oil, wine, and vinegar [2] - To boost sales, Ming Shui County has established an online and offline marketing system centered around a digital economy incubator, direct sales stores, and chain supermarkets, with black bean products gaining popularity in major markets like Beijing, Shanghai, and Guangzhou [2]

社会经济研究员Chey Tech指出，这套体系实现了"内外双控"：在内部，农户之间将形成互相监督 的生产规范机制；在外部，消费者和贸易商可通过二维码验证产品的原产地真实性，确保产品质量和信 誉。 邓迪那大臣在考察期间深入了解了菩萨省奥松乡榴莲种植户的生产情况及其积极拓展中国市场的努 力。一位拥有30公顷种植规模的农户表示，其年利润已达25万美元。此外，当地另有农户正在积极建设 现代化榴莲包装厂，为即将到来的对华出口做好充分准备。 邓迪那在考察中呼吁广大农户务必坚持良好农业规范（GAP）。同时，他承诺农林渔业部将提供全 方位的支持，包括农场注册、农药安全使用指导以及出口设施认证等，以确保柬埔寨农产品在国际市场 上具备更强的竞争力。 （原标题：柬埔寨推行农产品"原产地识别二维码标签"计划 赋能农业出口） 柬埔寨农林渔业部正大力推行一项创新举措，旨在为本土农产品引入"原产地识别二维码标签"系 统。此举旨在有效遏制假冒伪劣产品，并全面提升消费者对柬埔寨农产品的信心。 农林渔业部大臣邓迪那于上周考察菩萨省榴莲种植园时，正式对外宣布了这项重要计划。据介绍， 该二维码不仅作为数字化标识，更将承载全流程溯源信息，涵盖农产品的 ...

油脂油料早报 研究中心农产品团队 2025/05/28 隔 夜 市 场 信 息 ： USDA：截至5月25日当周美国大豆种植率为76%，不及预期 美国农业部（USDA）在每周作物生长报告中公布称，截至2025年5月25日当周，美国大豆种植率为76%，低于市场预 期的78%，此前一周为66%，去年同期为66%，五年均值为68%。 截至当周，美国大豆出苗率为50%，上一周为34%，上年同期为37%，五年均值为40%。 USDA：5月22日止当周美国大豆出口检验量为194,904吨，位于预估区间低端 美国农业部公布的周度出口检验报告显示，截至2025年5月22日当周，美国大豆出口检验量为194,904吨，此前市场 预估为17.5-55万吨，前一周修正后为225,358吨，初值为217,842吨。 当周，对中国大陆的大豆出口检验量为0吨。 截至2024年5月23日当周，美国大豆出口检验量为222,977吨。 本作物年度迄今，美国大豆出口检验量累计为44,334,628吨，上一年度同期为39,948,112吨。 美国大豆的市场年度自9月1日开始。 加拿大2025年3月油菜籽出口量为896,968吨 加拿大油菜籽委员会（ ...

Group 1 - The article highlights the entrepreneurial journey of Wan Qinqi, who returned to her hometown to develop agricultural products, creating job opportunities and training programs for locals [1][2][4] - Wan Qinqi has successfully led the establishment of a company that has created over 400 jobs and trained more than 6,000 individuals in various skills [1][8] - The company has expanded its operations significantly, establishing nearly 1,000 acres of industrial base and a standardized processing plant of about 5,000 square meters [7][10] Group 2 - The article discusses the establishment of a training academy aimed at providing practical skills and technical knowledge to local farmers, which has conducted over 100 training sessions for more than 1,500 participants [9][10] - The company has developed a farmer training school that collaborates with agricultural experts to enhance the quality of tea production and improve farming techniques [10][11] - Wan Qinqi's initiatives have also included promoting local products through e-commerce platforms, significantly increasing sales for local farmers [11][12]

Core Insights - The establishment of the Lei Bo San Le Ling Zhi Industrial Park has significantly transformed the local economy, providing villagers with multiple income streams and increasing annual household income from less than 2,000 yuan to over 20,000 yuan [1] - The park is projected to generate a value of 11.96 million yuan in 2024, with labor wages amounting to 486,000 yuan, showcasing the economic impact of the project [1] - The region is exploring the "Natural Partner Plan" to convert ecological advantages into development momentum, aiming for a sustainable model of rural revitalization [4][5] Economic Development - The local economy has shifted from reliance on traditional agriculture to a focus on ecological products, with initiatives like the "Natural Partner Plan" fostering partnerships between nature and local communities [5][10] - The introduction of innovative agricultural practices and technologies has led to the successful cultivation of high-quality products such as asparagus, which has gained organic certification and doubled in price [7][9] - The "company + village collective + farmer" model has enabled 2,096 households to increase their income by an average of 3,000 yuan, demonstrating the effectiveness of collaborative economic strategies [7] Ecological and Cultural Integration - The region's ecological advantages, including a forest coverage rate of 51.27%, are being leveraged to promote sustainable agricultural practices and enhance biodiversity [3][11] - The "Natural Partner Plan" emphasizes the integration of ecological protection with economic development, aiming to create a harmonious relationship between humans and nature [5][11] - Cultural elements, such as the promotion of Yi ethnic cuisine and music, are being utilized to enhance the region's appeal and marketability, contributing to the overall economic strategy [11] Policy and Support Mechanisms - A multi-faceted support system involving government, market, and social participation is being established to facilitate the development of ecological industries [9][11] - Over 100 million yuan in funding has been directed towards building standardized planting bases and cold chain logistics centers, enhancing the region's agricultural infrastructure [9] - The "Natural Partner Plan" aims to empower local leaders and create job opportunities, with a goal of increasing income for thousands of residents over the next three years [10]

Core Insights - The article highlights the successful implementation of agricultural technology in garlic farming in Shandong Province, leading to increased yields and income for farmers [1][2][3] Group 1: Agricultural Technology Implementation - The introduction of "Technology Small Courtyards" has allowed farmers to adopt scientific management practices, resulting in an average yield increase of over 200 pounds per acre, reaching 3,000 pounds per acre for garlic [1] - The collaboration with universities has led to the establishment of nine "Technology Small Courtyards," attracting over 10 professors and 20 graduate students to promote technological advancements in agriculture [1][2] - Soil improvement techniques have been implemented, increasing soil organic matter by 1.8 percentage points and reducing soil compaction by 26% in experimental fields [1] Group 2: Economic Impact - The garlic industry in Baijiao Town has an annual output value exceeding 1 billion yuan, with garlic and garlic products exported to over 40 countries [3] - The implementation of technology has resulted in an increase in nitrogen and phosphorus utilization rates by 2 percentage points and a reduction in agricultural pollution by over 10% [2] - The garlic processing company, Jinan Shangyu Bao Food Technology Co., processes 15,000 tons of garlic annually, with an export value of over 50 million yuan last year [3] Group 3: Employment and Income Generation - The garlic industry has created job opportunities for over 8,000 rural workers, with an average annual income increase of over 30,000 yuan per person [3] - The dual empowerment of "Technology Small Courtyards" and technology consultants has facilitated agricultural training and technical guidance for over 10,000 individuals and more than 1,000 enterprises [2]

Group 1 - The article highlights the increasing trend of young people returning to rural areas in Liaoning province to start businesses, contributing significantly to local agricultural development [1][2] - The "Return to Nest" initiative in Donggang City has successfully invited 455 university graduates back to their hometowns, ensuring at least one graduate per administrative village is engaged in local governance or entrepreneurship [2] - The "Head Goose" project initiated by Liaoning province aims to provide tailored training and mentorship for selected rural talent, enhancing their skills in brand building and product processing [2][4] Group 2 - The article emphasizes the importance of creating a supportive ecosystem for young entrepreneurs, which includes not only financial support but also ongoing mentorship and community engagement [6] - The development of a "flock" of talent is crucial for rural revitalization, as demonstrated by the establishment of 1,741 "Rural Revitalization Skilled Masters" in Xinmin City, who receive various forms of support for their initiatives [4] - Successful case studies, such as Liu Jiafeng and Liu Chuang, illustrate how returning graduates can significantly impact local economies through innovative agricultural practices and community leadership [2][4]