Core Viewpoint - The Urumqi Municipal Market Supervision Administration has strengthened its regulatory framework and service model to enhance food safety management in the region, focusing on comprehensive oversight, minimal disruption to businesses, and proactive support for food enterprises [1][2][3]. Group 1: Regulatory Framework - The administration has implemented a grid-based regulatory system to ensure constant monitoring of food production, circulation, and catering sectors, achieving full coverage through both online and offline methods [1]. - A "smart supervision" platform has been utilized for remote monitoring of food businesses, allowing real-time tracking of operations and timely identification of safety hazards [1]. - As of now, 1,185 online inspections have been conducted, uncovering 735 issues, with 722 rectified, and 116 batches of food products tested, revealing 4 batches exceeding pesticide residue limits [1]. Group 2: Business Environment Optimization - The administration adheres to a principle of minimal interference with normal business operations while ensuring food safety, employing a "double random, one public" inspection method to enhance transparency [2]. - A credit-based regulatory approach has been adopted, reducing inspection frequency for trustworthy businesses while increasing scrutiny for those with poor credit [2]. - The implementation of a traceable "scan check" system allows businesses to have rights to information, evaluation, and supervision, thereby improving transparency and public trust [2]. Group 3: Service Support - The administration actively provides support to food enterprises facing operational challenges by offering expert assistance, policy interpretation, and technical guidance [3]. - Educational initiatives have been launched to raise public awareness about food safety through community and enterprise engagement [3]. - A combined regulatory and service model has been established, focusing on guiding businesses towards compliance while maintaining strict enforcement against serious violations [3]. Group 4: Enforcement and Compliance - A total of 248 corrective action notices have been issued this year, with 137 administrative enforcement cases initiated, including 33 cases with reduced penalties and 21 cases exempted from penalties [3]. - The administration emphasizes a balanced approach to enforcement, aiming to protect public interests while fostering a conducive environment for business development [3].

Core Insights - The article highlights the development of the selenium-rich industry in the Qinba region of Shaanxi, particularly in Ankang, which is known as "China's Selenium Valley" due to its high selenium content in soil [1][4]. Industry Overview - Ankang is recognized as the largest natural selenium-rich area in China, with 81.87% of its soil containing medium to high levels of selenium [1]. - The local government and enterprises are focusing on transforming and upgrading the selenium-rich industry, leveraging unique natural resources and technological advancements [3][4]. Product Development - The China Selenium Industry Research Institute in Ankang showcases a variety of selenium-rich products, including selenium-rich tea, mineral water, and walnuts, which are gaining popularity both online and offline [3]. - Over 300 selenium-rich organic products have been developed, with the regional public brand value of "Ankang Selenium-rich Tea" reaching 5.223 billion yuan, ranking 19th nationally [4]. Economic Impact - The selenium-rich industry is becoming a significant driver of ecological economic development in Ankang, with over 600,000 people benefiting from the industry [4]. - The industry is projected to achieve a production value of 15.8 billion yuan in 2024 and is expected to reach 18 billion yuan by 2025 [4].

| 品种 | 核心观点 | 主要逻辑及投机支撑阻力 | | --- | --- | --- | | | 按照 短线整理 | CPC 月度展望来看，7 月降雨天气展望顺利，美豆种植天气基本顺利。南美方 | | | | 面丰产定局。国内方面，国内港口及油厂大豆，豆粕进入累库阶段。饲料企业库存 | | | | 开始走高于去年同期，进一步补库积极性预计会有所减缓。美豆 6 月种植面积环比 | | 豆粕 | | 小幅下降，产量减少幅度影响非常有限，季度库存高于预期，且高于过去四年同期。 | | | | 整体数据一般。昨日豆粕低位反弹，美生柴落地前夕，市场做空心态谨慎，短线暂 | | | | 以整理行情对待，关注生柴政策结果。主力【2930，2980】 | | | | 欧盟及加籽种植天气降雨偏低，部分地区土壤墒情偏干。新季全球菜籽产量有所恢 复，电脑加籽种植面积同比下降，同比增幅受限，关注后续天气及单产情况。国内 | | | | 市场，目前油厂菜籽菜粕库存环比整体去库，商业库存去库，但同比维持较高水平。 | | | 7 | 月至 9 月菜籽进口同比大幅下降，叠加 100%加菜粕进口关税，以及旧作加籽的 | | 菜粕 | ...

朋友们，今天市场上最靓的仔非券商和稀土莫属，尤其是香港券商ETF大涨近5%。 实际上，上午指数表现更夸张，银行保险这段时间直接把指数干到3500以上了，上证指数今 天上午也是直接高开高走打到3550，然后午后银行集体放量跳水，带动指数大回调，但大家 能看到，银行跳水队对整体市场影响并不大。 究其原因，大概可以找到两个线索， 第一是上证50的控制节奏，第二是中报业绩线定价开始 了！ 先说GJD控盘上证50的情况。 午后的银行跳水该怎么看？ 其实更多体现了GJD对指数的控盘能力非常好，为什么这么讲？ 那怎么看银行的快速下跌呢？ 第一明显这是资金在进行高低切换 ，获利资金从高位出逃，转向了低位品种。就像我们之前提 到的科创 50 指数，今天涨幅较强，显然有资金在介入！甚至之前大家不怎么待见的白酒公 司，也是出现了连续的底部反弹，资金往低位安全地带去的更多。 第二是调整节奏是有限的 ，因为这个是调控【节奏】，而不是调控【方向】，GJD肯定会保证 指数整体稳健，然后让市场在这个过程中慢慢往上挪，毕竟任何政策、任何利好，都不能一习 性打完，指数的节奏需要跟着后面政策思路慢慢往上挪，比如7月底的ZZJ会议，最近传的地 产刺 ...

瑞达期货研究院 「2025.07.11」 取 更 多 资 讯 业务咨询 添加客服 关 注 我 们 获 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权及股市关联市场 「 周度要点小结」 棉花（纱）市场周报 棉花偏强震荡，关注天气和宏观 研究员：张昕 期货从业资格号F03109641 期货投资咨询从业证Z0018457 行情分析： 本周郑棉主力2509合约上涨，周度涨幅约0.76%。棉纱期货2509合约上涨0.47%。 行情展望：国际方面，美国棉花出口销售报告不如预期，且近期天气利于作物生长， 美国棉花优良率上升，抑制美棉价格，市场等待USDA公布月度供需报告。美国对 日本、韩国等国家的进口产品征收关税，且特朗普曾威胁对金砖国家加征10%新关 税，警惕宏观因素风险。国内方面，纺织行业消费淡季特征显现，企业新增订单表 现不佳，整体开机率缓慢下调，企业对原材料的采购谨慎。据Mysteel农产品数据 监测，截至7月10日，主流地区纺企开机负荷在70.40%，环比下降0.84%，开机整 体变化不大。棉花处于去库存状态，且新疆部分地区有高温天气，棉花遭遇高温热 害风险较高，这些因素支持价格偏强波动，只是需求因 ...

瑞达期货研究院 「2025.07.11」 菜籽类市场周报 国际贸易局势不稳 菜油期价震荡回落 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 联系电话：0595-86778969 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 Ø 策略建议：短线参与为主。 3 Ø 菜油： Ø 行情回顾：本周菜油期货震荡收跌，09合约收盘价9607元/吨，较前一周-168元/吨。 Ø 行情展望：现阶段加菜籽生长进入"天气主导"阶段。周末期间，加拿大西部部分地区出现降雨， 且预计很多地区本周降有大量降雨，缓解前期干旱状况，继续关注后期天气状况。其它方面，尽 管马棕产量反季节规律下滑，但由于出口数据意外下降，马棕库存并未如期转降，MPOB报告相 对偏空。不过，高频数据显示，7月1-10日出口好转给市场一定成都的支撑。同时，重点关注美国 EPA听证会结果。国内方面，油脂消费淡季，国内植物油供给较为宽松，且菜油油厂库存压力持续 偏高，继续牵制市场价格。不过，油厂开机 ...

Core Viewpoint - Limin Co., Ltd. plans to reduce its shareholding by up to 13.1 million shares, accounting for 3% of its total equity, primarily to meet financing repayment needs, despite recent performance improvements in the company [1][2]. Group 1: Shareholding Reduction - The controlling shareholder, Li Ming, intends to reduce his stake through block trading and centralized bidding within 90 days after 15 trading days from the announcement date [1]. - The planned reduction will yield approximately 265 million yuan based on the closing price of 20.20 yuan per share on July 10 [1]. - Three senior executives also disclosed their plans to reduce their holdings, totaling 296,000 shares, for similar financing repayment reasons [1]. Group 2: Financial Performance - Limin Co., Ltd. has experienced a decline in net profit over the past three years, with figures of 307 million yuan, 219 million yuan, and 62.05 million yuan, reflecting year-on-year decreases of 20.49%, 28.63%, and 71.67% respectively [2]. - In 2024, the company reported a revenue of 4.237 billion yuan, a slight increase of 0.32%, and a net profit of 81.36 million yuan, marking a year-on-year growth of 31.11% [2]. - The first quarter of 2024 showed a significant turnaround with revenues of 1.211 billion yuan, up 22.28%, and a net profit of 108 million yuan, compared to a loss of 8.49 million yuan in the same period last year [2]. Group 3: Market Dynamics and Strategy - The company's strong performance in Q1 2024 is attributed to high demand for its leading products, particularly due to the outbreak of soybean rust in Brazil and low inventory levels [3]. - Price increases for key products like Mancozeb and Abamectin are driven by supply constraints and rising demand [3]. - Limin Co., Ltd. plans to enhance its formulation R&D, focus on international market expansion, and optimize asset structure through various capital operations, including mergers and acquisitions [3].

AI挑瓜与人工挑瓜哪个更甜？ 仅凭几张照片就能分析出西瓜的成熟度、甜度是否比传统经验更靠谱 记者实验来揭秘 夏日炎炎，西瓜成为市民消暑解渴的"标配"。近来，一些用AI精准挑选"糖心瓜""报恩瓜"的短视频在网络上走红，相关视频点赞量动辄数十万。在视频中， 博主只需用手机对着西瓜拍几张照片，上传至软件，AI就能分析出西瓜的成熟度、甜度甚至果肉纹理。这种听起来"科技感满满"的挑瓜方式，真的比传统经 验更靠谱吗？记者对此展开了调查。 AI挑瓜是否更甜？ 7月9日上午，记者来到位于崂山万象汇负一楼的盒马鲜生门店。正值西瓜销售旺季，货架上摆满了麒麟瓜、甜王、8424等多个品种的西瓜，不少市民正弯腰 挑选，不时用手指轻敲瓜皮，听声音来判断好坏。 记者先给西瓜拍照，随后将西瓜照片分别上传至三个热门AI大模型，并发送请求：帮我挑出最甜的瓜。记者发现，只有一款AI工具给出了明确选项——第 二排最左侧的西瓜，理由为"它看起来成熟度较高、形状规整且表皮颜色鲜艳"。其余两款工具均表示，无法判断或确定哪个瓜最甜，但提供了一些选瓜建 议。记者在观察完瓜皮后，选择了AI推荐的"第二排最左侧的西瓜"。 此外，对于部分AI无法给出明确选择的现象 ...

7月9日，一场以推动乡村振兴、促进民营企业发展为主题的"万企兴万村"行动民营企业家专题培训班在 重庆涪陵美心红酒小镇开班。本次培训由重庆市工商联主办，为期3天，吸引了来自全市各地茶叶、农 旅、民宿、农产品加工等行业的50余名优秀民营企业家参加。在培训期间，主办方通过多样化的形式， 如政策解读、案例教学、实地考察、分组研讨等，为企业家们搭建了一个深入学习交流的平台，共同探 索乡村发展新路径。 据悉，此次培训还搭建了政企沟通的桥梁，为民营企业投身"万企兴万村"行动提供了有力的智力支持和 合作平台。截至目前，重庆市已有11605家企业与6034个村结成帮扶对子，8107家企业到乡村实施投资 类项目8858个，投资总额高达635.25亿元。 随着培训的深入开展，企业家们纷纷表示，通过此次培训，他们对乡村振兴政策有了更加深入的理解， 同时也学到了许多实用的经验和方法，进一步增强了投身乡村建设的信心和决心。未来，将积极参与到 乡村振兴的实践中，充分发挥自身企业的优势，为乡村产业兴旺、农民生活富裕贡献更多的力量。（工 人日报客户端记者 李国 通讯员 杨孝永） 来源：工人日报客户端 "此次活动将课堂设置在涪陵美心红酒小镇，意 ...

「2025.07.11」 玉米类市场周报 拍卖成交降温影响 期货盘面继续回落 瑞达期货研究院 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 取 更 多 资 讯 联系电话：0595-86778969 Ø 玉米： Ø 行情回顾：本周玉米期货震荡下跌。主力2509合约收盘价为2306元/吨，较前一周-47元/吨。 Ø 行情展望：美国农业部(USDA)在每周作物生长报告中公布称，截至25年7月6日当周，美国玉米优 良率为74%,高于市场预期的73%，前一周为73%,上年同期为68%。生长初期优良率保持良好，产 出前景较好，国际玉米价格优势仍存。国内方面，进口玉米拍卖成交继续降温，使得市场情绪略 受影响，持粮主体出货意愿加强，市场流通粮源增多，加工企业厂门到货偏多，企业趁机压价收 购，现货小幅走弱。同时，小麦饲用替代优势明显，饲料企业逐渐加大小麦采购替代玉米，玉米 饲用需求有所下降。盘面来看，本周玉米期价继续回落，总体表现偏弱。 「 周度要点小结」 关 注 我 们 获 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周 ...