万洲国际(00288)发布截至2025年6月30日止6个月业绩，生物公允价值调整后，该集团取得收入133.87亿 美元，同比增加8.9%;公司拥有人应占利润7.88亿美元，同比增加0.51%;每股基本盈利6.14美分，拟派发 中期股息每股0.2港元。 在所有经营分部中，肉制品一直是我们的核心业务。于回顾期间，肉制品占本集团83.2%的经营利润以 及本集团49.6%的收入(比较期间：分别占99.7%及52.8%)。 公告称，收入增加此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主 要原因是猪肉业务大幅增长。 ...

于回顾期间，生猪屠宰总量为2,367.0万头，较比较期间上升6.2%。在中国、北美及欧洲，屠宰量分别 上升19.3%、1.7%及6.8%。公司不时根据各地域的市场行情来调整屠宰规模。回顾期间的猪肉外部销量 亦较比较期间上升7.5%至196.0万公吨，主要原因就是屠宰量增加。 格隆汇8月12日丨万洲国际(00288.HK)公布，截至2025年6月30日止六个月，集团的收入增加8.9%至 133.87亿美元，此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主要 原因是猪肉业务大幅增长；生物公允价值调整前公司拥有人应占利润上升4.5%至7.25亿美元。董事会已 建议派付中期股息每股0.20港元。 ...

在北欧的芬兰，健康不是一种选择，而是一种从小养成的习惯。从幼儿园的午餐教育到家庭的日常采 购，"天然、安全、可溯源"是芬兰人选择食物的黄金准则。这种国民共识的背后，是像Atria阿特睿这样 的百年品牌长达122年的坚守——作为芬兰最大肉类生产商，Atria阿特睿以无抗生素养殖、北欧纯净饲 料和全程冷链溯源三大核心优势，将"北欧健康标准"注入每一块肉品。如今，Atria阿特睿将其欧盟双重 认证的猪肉产品带到中国市场，为中国家庭提供北欧式健康生活的新选择。 从源头到餐桌：揭秘芬兰食品的全球信赖密码 芬兰人将儿童健康成长视为民族根基，为此建立了严苛的食品安全体系，从立法规定校园餐食标准到实 施全程可追溯制度，从严格禁用抗生素到强制营养配比，这些写入法律的食品质量标准经过代代传承， 已深深融入芬兰人的饮食基因，造就了全民对"安全、纯净、营养"的本能追求。 从芬兰到中国：Atria阿特睿的健康承诺 源自芬兰的百年品牌Atria阿特睿，自2016年成为首个获得中国猪肉进口许可的芬兰企业以来，始终深 耕中国市场。中国消费者的饮食观念正在经历深刻变革，健康与品质正成为肉类消费的核心考量，而 Atria阿特睿的北欧纯净理念，恰 ...

8月8日—10日，第十八届中国冷冻冷藏食品展在郑州国际会展中心隆重举行，双汇携旗下速冻系列产品 参展，并与来自行业、市场、消费端的人员进行沟通交流。 双汇速冻系列产品是企业立足餐饮赛道发展的代表产品，涵盖了烤肠香肠类、火锅食材类、小酥肉类、 鸡调理类、牛排类、培根类、速冻菜肴类等产品类别。本次展会上，双汇共展出60余种速冻产品，是企 业不断丰富品类、延展产品线的创新成果。 作为双汇速冻产品的代表之一，双汇台湾风味烤香肠是风靡市场、引领潮流的经典产品。在目前的烤肠 类产品群中，企业在延续经典的同时，进一步对产品进行打磨细化，双汇地道肉肠、爆汁香肠、经典脆 皮烤肠等被相继推向市场，口味也涵盖了原味、黑胡椒风味、玉米风味、辣条风味、小龙虾风味等多种 风味。 展柜内，Berlinka早餐肉蔬卷、极菲牛排、超值培根、炸猪排、亚麻籽鸡肉饼、热狗肠等特色产品，蒜 香排骨、酱香肥肠、酸菜鱼、猪肚鸡等菜肴系列，香煎鸡排、香酥鸡块、奥尔良风味鸡翅中、鸡肉洋葱 圈等调理鸡产品，丸子、肉卷、小酥肉、亲亲肠、芝士脆皮肠等火锅食材，也充分展现了双汇在产品创 新方面的全新探索。 未来，双汇将继续以满足人民对美食生活的向往为使命，以消费需求 ...

Core Insights - The 18th China Frozen and Refrigerated Food Exhibition was held in Zhengzhou, showcasing Shuanghui's frozen product line and facilitating communication with industry and market participants [1] - Shuanghui's frozen product range includes over 60 varieties, reflecting the company's innovation in expanding its product categories [4] - The company emphasizes product quality and safety, aligning with consumer preferences for nutritious and convenient meat products [14][18] Product Offerings - Shuanghui's frozen products include various categories such as sausages, hot pot ingredients, chicken preparations, steaks, bacon, and frozen dishes [4] - The Taiwanese-style grilled sausage is highlighted as a popular product, with new flavors introduced to cater to diverse consumer tastes [7] - The product lineup also features unique items like Berlinka breakfast meat rolls, premium steaks, and various chicken products, showcasing Shuanghui's commitment to innovation [9][10] Consumer Trends - There is a growing demand for high-quality and convenient meat products among consumers, leading to a diversified and personalized meat consumption market [16] - Shuanghui is adapting to these trends by focusing on product innovation and aligning its offerings with consumer needs for convenience and nutrition [16][18] - The company aims to integrate its product strategy around essential food categories, enhancing the overall dining experience for families [16]

Core Viewpoint - Chile's Agricultural and Livestock Service (SAG) has suspended imports of animals and animal products from Argentina's Patagonia region due to changes in Argentina's sanitary regulations that relax foot-and-mouth disease prevention standards [1] Summary by Relevant Sections Import Suspension - The suspension affects the import of bone-in meat from Patagonia, which had been recognized as a "foot-and-mouth disease-free non-immunized zone" since 2008 [1] - The new Argentine regulations allow bone-in meat from immunized areas in northern Argentina to enter Patagonia, prompting Chile to revoke its sanitary recognition of the region [1] Economic Impact - The suspension could impact approximately $30 million in annual exports of sheep and beef to Chile, which, while not substantial, poses a significant threat to Patagonia's meat processing plants and ranches that rely on the Chilean market [1] - Argentine agricultural groups have criticized the government's lack of transparency in decision-making and warned that the European Union might follow Chile's lead, further affecting exports [1] Future Actions - Chile has clarified that the ban is specific to Patagonia and that imports of northern Argentine beef will not be affected [1] - A technical team from Chile is scheduled to assess the epidemic risk in early September, while the Argentine government hopes to restore trade following this evaluation [1]

Core Viewpoint - The state of Tocantins in Brazil is adjusting its export structure for beef and other agricultural products in response to new tariffs imposed by the United States on Brazilian goods [1] Group 1: Impact of US Tariffs - The US tariffs on Brazilian goods officially took effect on August 6, leading Tocantins to seek new international markets for its beef exports [1] - Beef accounts for approximately 60% of Tocantins' total export value to the US, with beef exports to the US amounting to about $25 million from January to June 2025 [1] Group 2: Government Response - Tocantins' Governor Wanderlei Barbosa and Agriculture Minister Carlos Fávaro are discussing strategies to mitigate the impact of the tariffs [1] - The Brazilian federal government is formulating an emergency plan to support affected industries, which includes measures to protect jobs, provide credit support, and government purchases of heavily impacted food products [1] Group 3: Market Adaptation - Fávaro suggested that Tocantins accelerate the establishment of a traceability system for cattle to meet the purchasing requirements of markets in Europe and the US, which prefer meat sourced from deforestation-free areas [1] - Investment in beef slicing technology is becoming increasingly important for farmers in Tocantins to adapt to changing market demands [1]

Group 1 - In May 2025, China's meat imports (including offal) amounted to 510,000 tons, representing a year-on-year decrease of 7.9% [1] - The import value for meat in May 2025 was $1.792 billion, showing a year-on-year decline of 6.6% [1] - In contrast, China's meat exports in May 2025 reached 70,000 tons, marking a year-on-year increase of 35.1% [1] - The export value for meat in May 2025 was $211 million, reflecting a year-on-year growth of 16.5% [1]

Group 1 - The core viewpoint emphasizes the continuous innovation in China's light industry, with new technologies, equipment, materials, and products driving structural optimization and upgrades [1] - The China Light Industry Federation is enhancing the authority and credibility of technology achievement identification to support the transformation and promotion of technological achievements [1] - In the second quarter of 2025, the Federation will evaluate the latest achievements from 19 sectors, including home appliances, plastics, food, and more, contributing to consumption and industrial upgrades [1] Group 2 - In the home appliance sector, Midea's new refrigerant system significantly improves reliability in high-pressure and high-humidity environments, enhancing kitchen air conditioning [2] - Gree Electric Appliances has developed a new heat pump air conditioner that operates efficiently in extreme conditions, addressing consumer needs [2] - The food industry has seen advancements with the Inner Mongolia National Dairy Technology Innovation Center improving infant formula protein's nutritional efficacy [2] Group 3 - Guangdong Academy of Microbiology has developed a networked prevention theory for food safety, integrating big data and AI for rapid detection and control [3] - Angel Yeast has focused on high-value yeast processing technologies, expanding applications in liquid food systems [3] - The China Meat Research Center has established a cell-cultured meat production line, creating sustainable pathways for the meat industry [3] Group 4 - Haier has made breakthroughs in home design technology, providing a one-stop digital service platform for home decoration [4] - Luzhou Laojiao has innovated an automated high-speed bottling system, significantly increasing production efficiency [4] - Southeast University has developed a skin chip that replaces animal testing, enhancing the efficiency of cosmetic product development [4] Group 5 - The technological achievements are recognized for meeting national strategies and consumer needs, contributing positively to industry advancements [5] - The China Light Industry Federation aims to enhance mechanisms for promoting technological innovation and ensure efficient conversion of technological achievements into productive forces [6]

根据美国政府7月30日颁布的行政令，美国从8月6日起对巴西输美产品加征40%的从价关税。这意味着 在美方4月颁布的所谓"对等关税"行政令基础上，大部分巴西输美产品的关税税率提高到50%，包括肉 类、咖啡、水果等。 （文章来源：新华社） 新华财经里约热内卢8月6日电（记者周永穗吴昊）巴西政府6日说，巴西已提交在世界贸易组织争端解 决机制下与美国进行磋商的请求。 根据世贸组织规则，磋商是世贸组织争端解决机制的第一步。若双方无法通过磋商达成共识、解决争 端，巴西可请求世贸组织争端解决机构设立仲裁小组。 巴西外交部当天在一份声明中宣布，这项请求对美国政府根据其今年4月2日颁布的所谓"对等关税"行政 令和7月30日颁布的"应对巴西政府对美国的威胁"行政令实施关税措施提出质疑。 声明说，美方实施上述措施公然违反其对世贸组织作出的最惠国原则、在世贸组织框架内谈判达成关税 上限等核心承诺。巴西政府重申愿意进行谈判，并希望磋商有助于问题的解决。 ...