中国大宗商品价格指数连续8个月回升，并创下自2024年6月以来的新高。 中国物流与采购联合会发布的最新数据显示，2025年12月，中国大宗商品价格指数（CBPI）为117.9点，同比上涨6%，环比上涨3.2%，连续8个月实现环比 上升。 这一轮连续8个月的价格回升，不仅是周期性反弹，更是结构性优化的结果。 中物联大宗商品分会表示，这表明随着市场供需持续改善，企业对未来市场发展信心增强，预期向好，大宗商品市场景气水平继续回升，经济内生增长动能 进一步巩固。 中国物流与采购联合会大宗商品流通分会副会长周旭分析，这一轮连续8个月的价格回升，不仅是周期性反弹，更是结构性优化的结果。围绕"促消费、稳增 长、反内卷"出台的一系列政策正在显效，新质生产力加快培育，高技术产业对大宗商品的需求结构正在重塑传统供需格局。 碳酸锂领涨 大宗商品是指可进入流通领域，具有商品属性并用于工农业生产与消费使用的大批量买卖的物质商品。CBPI是一套立足于大宗商品生产、流通企业，通过 定量调查、网络直报、推送、抓取等多方式合成计算，综合反映我国大宗商品市场价格变化，以及资源供应、供需平衡、企业经营效益等发展运行态势的指 标体系。 数据来源：中 ...

新华社音视频部制作 1月6日，国务院新闻办公室举行新闻发布会，介绍推进绿色消费有关情况，并答记者问。农业农村部市 场与信息化司司长雷刘功介绍，农业农村部强化品牌引领消费，深入实施农业品牌精品培育计划，完善 省级农业品牌目录，1400多个农产品区域公用品牌、2000多个企业品牌和2300多个绿色优质产品品牌纳 入了目录重点培育，推动品牌目录转化为消费目录。 【纠错】 【责任编辑:谷玥】 ...

为满足城乡居民绿色化、高品质以及丰富多样的节日消费需求，近期，农业农村部以"品特产、寻年 味"为主题，在全国部署开展元旦、春节"两节"促消费工作。据介绍,农业农村部将发布一批"土特产"品 牌年货目录，为消费者提供清晰可靠的消费指引，方便消费者选购绿色、特色年货产品；组织一批节日 主题消费活动，举办年货大集，开展"年味"直播带货，推动绿色优质农产品走进更多家庭；提升一批农 文旅融合消费活动，结合传统年俗，非物质文化遗产和群众性文体活动，打造一批沉浸式、体验式节日 消费场景；举办一批消费帮扶对接活动，引导社会各界购买欠发达地区绿色优质农副产品，营造温暖节 日氛围。（新华社） ...

Group 1 - The article emphasizes the importance of expanding the supply of green agricultural products, encouraging enterprises to procure organic and high-quality agricultural products, and supporting the establishment of dedicated sales areas for green products [2] - It promotes the purchase of certified green smart home appliances and eco-friendly building materials, focusing on green, intelligent, and elderly-friendly directions [3] - The article supports the purchase of new energy vehicles and aims to strengthen the automotive industry chain while exploring the potential of the second-hand car market and new consumption models like RV camping and car cinemas [4] Group 2 - It highlights the development of green dining by urging restaurants and delivery platforms to implement regulations, reduce waste, and promote eco-friendly packaging [5] - The article discusses the cultivation of green hotels that use non-toxic, water-saving products and encourage the use of refillable toiletries [6] - It promotes the use of environmentally friendly cleaning products in home services and encourages innovative online booking and shared service models [7] Group 3 - The article advocates for the creation of a green supply chain that promotes sustainable practices throughout the supply chain, including shared delivery and recyclable packaging [8] - It encourages the establishment of a green consumption points system that links product certification with consumer rewards for purchasing green products [9] - The article promotes innovative sharing models for transportation, space, and goods, integrating artificial intelligence with green consumption [10] Group 4 - It emphasizes the reduction of single-use plastic products by encouraging retailers to provide reusable alternatives and promoting recyclable packaging in e-commerce [12] - The article discusses the establishment of a three-tier recycling system to facilitate the collection and reuse of waste materials [13] - It supports new business models for second-hand goods, including online platforms and community flea markets [14] Group 5 - The article encourages the use of energy-efficient facilities and prioritizes the use of green electricity in buildings [15] - It advocates for a green consumption mindset, promoting sustainable practices such as bringing personal containers and choosing low-carbon products [16]

21世纪经济报道记者李莎 北京报道 2026年1月6日下午，国务院新闻办公室于举行新闻发布会，介绍推进绿色 消费有关情况，并答记者问。 四是推进农文旅融合消费，连续举办中国农民丰收节金秋消费季，引导各地开展丰富多彩的节庆促消费活 动，累计带动绿色优质农产品销售超过1600亿元。推介一批乡村休闲旅游精品景点线路，支持各地举办群众 性文体活动，推动"乡游"与购物深度融合。 雷刘功表示，下一步，农业农村部将深入贯彻党中央、国务院关于大力提振消费的决策部署，统筹发展科技 农业、绿色农业、质量农业、品牌农业，按照绿色消费推进行动具体部署，增加绿色优质农产品供给，实施 农业品牌提升行动，常态化开展消费促进活动，推动释放绿色优质农产品消费潜力。 会上南方财经·21世纪经济报道记者提问：绿色优质农产品越来越受消费者青睐，在扩大绿色农产品市场供 给、拓展消费空间、提升消费体验等方面采取了哪些举措？如何进一步激发消费潜力？ 三是强化品牌引领消费。农业农村部倡导绿色生产，注重产地环境保护，以绿色、有机、名特优新和地理标 志农产品（即农产品"三品一标"）为重点，持续增加绿色优质农产品供给，增强供需适配性。截至2025年底， 农产品" ...

三是强化品牌引领消费。农业农村部倡导绿色生产，注重产地环境保护，以绿色、有机、名特优新和地 理标志农产品（即农产品"三品一标"）为重点，持续增加绿色优质农产品供给，增强供需适配性。截至 2025年底，农产品"三品一标"认证登记总数超过8.8万个，绿色食品原料标准化生产面积达2.05亿亩。农 业农村部还深入实施农业品牌精品培育计划，完善省级农业品牌目录，1400多个农产品区域公用品牌、 2000多个企业品牌，和2300多个绿色优质产品品牌纳入了目录重点培育，推动品牌目录转化为消费目 录。 四是推进农文旅融合消费，连续举办中国农民丰收节金秋消费季，引导各地开展丰富多彩的节庆促消费 活动，累计带动绿色优质农产品销售超过1600亿元。推介一批乡村休闲旅游精品景点线路，支持各地举 办群众性文体活动，推动"乡游"与购物深度融合。 雷刘功表示，下一步，农业农村部将深入贯彻党中央、国务院关于大力提振消费的决策部署，统筹发展 科技农业、绿色农业、质量农业、品牌农业，按照绿色消费推进行动具体部署，增加绿色优质农产品供 给，实施农业品牌提升行动，常态化开展消费促进活动，推动释放绿色优质农产品消费潜力。 （文章来源：21世纪经济报道 ...

软商品日报 光大期货软商品日报（2026 年 1 月 6 日） 一、研究观点 | 品种 | 点评 周一，ICE 美棉上涨 0.98%，报收 64.64 美分/磅，郑棉主力合约环比上涨 0.72%， | 观点 | | --- | --- | --- | | 棉花 | 报收 14655 元/吨，主力合约持仓环比增加 29136 手至 88.99 万手。国际市场方面， 海外宏观扰动不断，ICE 美棉期价重心小幅上移，美元指数仍在 98-99 区间震荡， 预计短期美棉仍震荡为主。国内市场方面，昨日郑棉期价冲高回落，主力合约持 仓持续增加。我们认为，预期偏强是近期行情驱动的主要因素之一。展望未来， 短期郑棉或在高位有一定分歧，但中长期来看，棉价上方或仍有一定空间。后续 | 偏强震 荡 | | | 关注点，一是下游纺织企业春节前是否会有新一轮补库需求；二是明年一季度， 宏观层面是否会降准降息，以及通常在 4 月 10 号左右公布的新一轮棉花目标价格 补贴政策细则。 | | | | 消息方面，截至 2025 年 12 月 31 日，印度 2025/26 榨季糖产量达到 1189.7 万吨， 较去年同期的 954 万吨增加近 ...

Core Viewpoint - The report indicates a mixed trend in commodity prices in Shandong Province's Zibo City for the fourth quarter, with wheat prices rising while corn prices decline, alongside varying trends in livestock and vegetable prices [1] Price Trends in Major Commodities - Wheat prices increased to 1.21 yuan per 500 grams, up 1.68% from the previous quarter [2] - Corn prices decreased to 1.10 yuan per 500 grams, down 8.33% from the previous quarter [2] - Flour and edible oil prices remained stable, with flour prices at 2.24 yuan per 500 grams [2] Livestock Prices - The average price of live pigs fell to 6.35 yuan per 500 grams, down 12.05% from the previous quarter [3] - Lean pork prices decreased to 14.32 yuan per 500 grams, down 6.41%, while fatty pork prices dropped to 13.49 yuan per 500 grams, down 5.07% [3] - The decline in pig prices is attributed to high supply and weak consumer demand post-holidays [3] Egg Prices - The average price of eggs decreased to 3.66 yuan per 500 grams, down 0.27% from the previous quarter [4] - The price drop is due to high production levels and reduced demand from traders [4] Vegetable Prices - Vegetable prices showed mixed trends, with 15 out of 17 monitored vegetables increasing in price [6] - Significant price increases were noted for celery (up 27.18%), cabbage (up 11.48%), and eggplant (up 64.87%) [6] - The rise in vegetable prices is linked to adverse weather conditions affecting supply [6] Agricultural Production Material Prices - Prices for agricultural inputs showed mixed results, with ammonium bicarbonate down 2.53% and urea down 6.47% [7] - Phosphate and potassium prices increased by 1.96% and 1.94%, respectively [7] Industrial Production Material Prices - Prices for non-ferrous metals generally increased, with copper rising by 10.96% to 88,335.56 yuan per ton [8] - Chemical product prices, however, saw a decline, with high-density polyethylene down 8.32% [9] Future Price Expectations - The center anticipates that grain prices may trend weakly in the first quarter of 2026, while pork and egg prices are expected to remain stable [9]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - After the A - share market opened in 2026, precious metals strengthened under geopolitical disturbances. There are risks of policy expectation swings both at home and abroad. The market showed an overall upward trend on January 5, with the Shanghai Composite Index returning above 4000 points and the ChiNext Index rising nearly 3%. There is a certain divergence in domestic and foreign economic prosperity. The report suggests focusing on commodities such as non - ferrous metals, precious metals and also mentions investment strategies for commodities and stock index futures [2][6] 3. Summary by Related Catalogs Market Analysis - Policy expectations may swing. The Central Economic Work Conference in December emphasized boosting consumption and anti - "involution" measures. Future price recovery depends on supply - side policies. After important domestic meetings and the Fed's stance adjustment, there are risks of policy expectation swings. The geopolitical situation tightened during the New Year's Day holiday, which may drive up commodity prices. On January 5, the market trended upward, with the Shanghai Composite Index above 4000 points and the ChiNext Index up nearly 3% [2] - There is a divergence in domestic and foreign economic prosperity. Overseas prosperity has declined since October, but China's exports and new orders are still positive. China's November foreign trade growth rebounded, with exports increasing by 5.9% and imports by 1.9% year - on - year. China's December official manufacturing PMI and non - manufacturing PMI were better than expected, but new export orders in the service industry contracted. The US economic data was generally weak [3] Commodity Analysis - Focus on non - ferrous metals and precious metals with high certainty, and look for opportunities for low - valued commodities to make up for losses. The long - term supply shortage in the non - ferrous metal sector remains unresolved, and aluminum is a preferred choice within the sector. In the energy sector, the focus is on future crude oil supply growth after the US "temporarily manages" Venezuela. In the chemical sector, pay attention to the "anti - involution" space of methanol, PTA, etc. For agricultural products, monitor weather and short - term pig diseases. For precious metals, consider buying on dips, but be aware that short - term silver risks have increased [4] Strategy - For commodities and stock index futures, consider buying on dips for stock index futures, precious metals, and non - ferrous metals [5] To - do News - The market trended upward on January 5, with the Shanghai Composite Index above 4000 points, the ChiNext Index up nearly 3%, and the CSI A500 Index up over 2%. More than 4100 stocks in Shanghai, Shenzhen and Beijing stock exchanges rose, and the trading volume was 2.57 trillion. China's December RatingDog service industry PMI was 52, remaining in the expansion range but with new export orders contracting. The US launched an air strike on Venezuela, and Trump said he would "manage" Venezuela and involve in the oil industry. OPEC+ will maintain the oil supply unchanged in the first quarter. Some commodity futures prices rose significantly, while others declined [6]

1. Report Industry Investment Ratings - There is no information about industry investment ratings in the provided reports. 2. Core Views of the Reports Oils and Fats - Palm oil: There is a risk of a downward trend in Malaysian palm oil if it breaks below 4000 ringgit. In China, the futures of Dalian palm oil are expected to be weakly viewed in the short - term due to high port inventories and the potential weakness of Malaysian palm oil. - Soybean oil: CBOT soybean oil may have a narrow - range oscillation in the short - term. In China, the fundamentals of soybean oil are positive as inventories are decreasing, and imports are expected to decline in January [1]. - Rapeseed oil: Attention should be paid to whether COFCO can start pressing on time. After starting, it may relieve the shortage in South China, but there is a risk of further price decline in the futures market [1]. Cotton - ICE US cotton is expected to maintain a volatile trend. In the Chinese market, cotton prices are expected to be volatile and slightly stronger in the short - term due to factors such as faster sales progress, cost solidification, and expected reduction in planting area in 2026 [3]. Sugar - ICE raw sugar is expected to trade in a range of 14.5 - 15.5 cents per pound in the short - term. In the Chinese market, sugar prices are expected to be weak and volatile at a low level due to the expected supply surplus and cautious market sentiment [4]. Jujube - The spot market of jujube has weak trading, but the new - season warehouse receipt cost provides some support to the futures market. Attention should be paid to pre - Spring Festival stocking and inventory reduction progress [6]. Corn and Corn Starch - Corn prices are expected to be volatile in the short - term due to the co - existence of farmers' reluctance to sell and policy - supported supply. However, policy releases and pre - Spring Festival selling pressure may suppress prices [8]. Pork - Spot pork prices are back in a volatile pattern. The futures market is expected to be range - bound in the short - term. Although there is some support from secondary fattening, the overall supply in January is relatively loose [10]. Meal - US soybeans have a technical rebound, but the global supply - demand pattern and South American production expectations still suppress the market. In China, soybean meal is expected to be slightly stronger and volatile in the short - term [13]. Eggs - The supply pressure of eggs may ease as the number of laying hens is expected to decrease. Although the market sentiment is positive due to approaching Spring Festival stocking, considering the relatively loose supply, the main contract is expected to be volatile at a low level [15]. 3. Summary by Catalog Oils and Fats - **Prices**: On January 5, 2026, the spot price of Jiangsu first - grade soybean oil remained unchanged at 8410 yuan/ton, and the futures price of Y2605 decreased by 0.08% to 7856 yuan/ton. The spot price of Guangdong 24 - degree palm oil decreased by 1.16% to 8490 yuan/ton, and the futures price of P2605 decreased by 1.12% to 8488 yuan/ton. The spot price of Jiangsu third - grade rapeseed oil increased by 0.20% to 10050 yuan/ton, and the futures price of OI605 decreased by 0.47% to 9044 yuan/ton [1]. - **Spreads**: The soybean - palm oil spread (2605) increased by 12.47% to - 632 yuan/ton, and the rapeseed - soybean oil spread (2605) decreased by 3.02% to 1188 yuan/ton [1]. Cotton - **Futures Market**: On January 5, 2026, the price of cotton 2605 increased by 0.48% to 14655 yuan/ton, and the price of cotton 2609 increased by 0.58% to 14845 yuan/ton. The price of ICE US cotton increased by 0.98% to 64.64 cents per pound [3]. - **Spot Market**: The Xinjiang arrival price of 3128B cotton increased by 0.32% to 15442 yuan/ton, and the CC Index: 3128B increased by 0.38% to 15615 yuan/ton [3]. Sugar - **Futures Market**: On January 5, 2026, the price of sugar 2605 increased by 0.11% to 5257 yuan/ton, and the price of sugar 2609 increased by 0.06% to 5269 yuan/ton. The price of ICE raw sugar increased by 0.82% to 14.72 cents per pound [4]. - **Spot Market**: The Nanning spot price decreased by 0.37% to 5330 yuan/ton, and the Kunming spot price decreased by 0.19% to 5200 yuan/ton [4]. Jujube - **Futures Market**: On January 5, 2026, the price of jujube 2601 increased by 1.82% to 9250 yuan/ton, and the price of the main contract jujube 2605 decreased by 0.11% to 8955 yuan/ton [6]. - **Spot Market**: The Cangzhou super - grade spot price decreased by 0.63% to 9460 yuan/ton, and the first - grade spot price remained unchanged at 8200 yuan/ton [6]. Corn and Corn Starch - **Corn**: On January 5, 2026, the price of corn 2603 decreased by 0.09% to 2224 yuan/ton, and the Jinzhou Port FAS price decreased by 0.86% to 2310 yuan/ton [8]. - **Corn Starch**: The price of corn starch 2603 decreased by 0.24% to 2509 yuan/ton, and the Changchun spot price remained unchanged at 2570 yuan/ton [8]. Pork - **Futures Market**: On January 5, 2026, the price of the main contract decreased by 25.86% to 1190 yuan/ton, and the price of pork 2605 decreased by 0.45% to 12110 yuan/ton [10]. - **Spot Market**: The Henan spot price decreased by 4.10% to 12850 yuan/ton, and the Shandong spot price decreased by 1.15% to 12900 yuan/ton [10]. Meal - **Soybean Meal**: The spot price in Jiangsu remained unchanged at 3100 yuan/ton, and the futures price of M2605 increased by 0.18% to 2754 yuan/ton [13]. - **Rapeseed Meal**: The spot price in Jiangsu increased by 0.41% to 2440 yuan/ton, and the futures price of RM2605 decreased by 0.17% to 2361 yuan/ton [13]. Eggs - **Futures Market**: On January 5, 2026, the price of the egg 03 contract increased by 1.39% to 2992 yuan per 500KG, and the price of the egg 04 contract increased by 1.15% to 3214 yuan per 500KG [15]. - **Spot Market**: The egg - producing area price increased by 0.23% to 3.02 yuan per catty, and the egg - chick price remained unchanged at 2.80 yuan per chick [15].