广货行天 下！"中山香 农"将亮相上海 滩_南方+_南方 plus 上海的朋友，你 们的"年味雷 达"该响了！中 山的黄圃腊味、 小榄脆肉鲩、非 遗杏仁饼…即将 组团"空降"上 海！1月30日至2 月9日，"中山香 农"品牌将亮相 首届浦东中国年 味节，此外在1 月31日至2月2日 期间，品牌还将 同步参与"广货 行天下，中山百 货进上海"推广 活动。岭南年 味、限定福袋、 免费试吃…快来 赴约吧！ 风味，全面展现 中山农业特色。 现场还设有20款 产品试吃区，供 观众品鉴。 据了解，"中山 香农"是中山市 农业领域综合性 区域品牌，目前 已吸纳62家企 业、100个产 品，涵盖当地最 具代表性的特色 农产品。此次活 动响应"品特 产、寻年味"号 召，是"媒体 +"赋能农产品市 场建设、推 动"广货"走向更 广阔市场的一次 重要实践。 活动现场，"中 山香农"将携7家 龙头企业参展， 推出6大类、43 款主打产品，除 黄圃腊味、石岐 鸽、脆肉鲩等经 典特产外，亦包 含非遗糕点与火 龙果冻干等新式 部分"中山香农"农产品。 值得关注的是， 此次中山香农特 别推出 6 款新年 福袋礼盒装及春 夏秋冬四季限定 福袋 ...

投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20260129 联系人 李婷、黄蕾 电子邮箱 jytzzx@jyqh.com.cn 主要品种观点 宏观：1 月 FOMC 如期按兵不动，金价冲击 5600 关口 海外方面，1 月 FOMC 以 10:2 维持利率于 3.50%–3.75%，尽管米勒和沃勒主张降息， 多数委员在就业企稳、关税通胀未确认回落前，继续坚持数据依赖与政策观望。美联储维持 每月 400 亿美元短债购买，资产负债表再度扩张，至少延续至 4 月税期，呵护准备金充裕。 鲍威尔强调经济边际回稳，就业与通胀风险下降，关税通胀属一次性冲击，通胀见顶回落将 开启进一步宽松空间。贝森特重申强美元立场，称不干预汇市支撑日元，美元指数稳在 96 上方。在弱美元与地缘风险升温的共振下，贵金属涨势进入加速阶段，金价上探 5600 美元、 白银逼近 120 美元，工业金属铜、铝同步走强，油价升至去年 9 月底以来高位，主要受伊朗 局势担忧驱动。后续关注美联储主席人选进展，以及美国政府月末停摆风险。 国内方面，A 股周三震荡收涨，资金重回红利板块，金属、能源设备、石油天然气板块 领涨，两市成交额回升至 ...

格隆汇1月29日｜近期农业产业链也迎来涨价上涨，豆粕ETF(159985)涨1.7%，冲击两连阳，农业ETF华 夏(516810)小幅上涨0.11%。 消息面上： 太平洋证券指出，近期我国养猪行业产能持续去化，，预计在"疫情风险上升+政策施压"的多重压力 下，养猪业产能有望继续去化。白鸡行业产能水平较高，鸡价中期或继续震荡；种植产业链上，粮价各 品种近期震荡上涨，中期在国内外因素支撑下有望趋势性上涨，并有利于种子价格上涨。 相关产品： 国内农产品商品型ETF的独苗：豆粕ETF(159985)是唯一跟踪大商所豆粕期货价格指数的ETF，上游大豆 和下游猪肉市场供需及价格波动对豆粕价格的影响较大，支持T+0交易，该ETF从去年8月26起连续104 个交易日"吸金"。场外联接基金(A类: 007937，C类:007938)。 养殖与农资双轮驱动：农业ETF华夏(516810)，农林牧渔+基础化工占比超90%，权重股包括牧原股份 （生猪养殖龙头）、温氏股份（肉鸡、生猪养殖）、海大集团（饲料+养殖）和藏格矿业（钾肥+锂资 源）。该ETF连续三日获资金净申购。 ①阿根廷大豆产区持续高温干旱，威胁大豆作物生长，同时春节终端消 ...

1. Report Industry Investment Ratings No relevant information provided in the reports. 2. Core Views of the Reports Oils and Fats Industry - Palm oil: Market will focus on inventory impact on the market. If inventory decline is less than expected, Malaysian palm oil may end its rally and face downward pressure. It maintains a near - strong, far - weak pattern. - Soybean oil: Market speculates on potential policy announcements that could boost export demand. Domestic downstream demand is weak due to rapid price increases. - Rapeseed oil: Influenced by strong external markets, domestic prices maintain an upward trend [1]. Cotton Industry - ICE US cotton maintains a low - level震荡 pattern. Domestic cotton prices are expected to be 震荡 - strong in the short term, supported by high cotton consumption in the downstream and the expected adjustment of planting area in 2026 [2]. Sugar Industry - ICE raw sugar maintains a 震荡 pattern. Brazil's sugar production in late December decreased year - on - year, but the cumulative production increased. Thailand's sugar - crushing season is slow. Domestic sugar prices are weak, but cost and market sentiment provide some support [3]. Jujube Industry - The jujube spot market has weak trading, with prices stabilizing. Some traders offer discounts, and small factories stop production, supporting prices. The futures market is in a low - valuation range, and attention should be paid to pre - Spring Festival trading and inventory [5]. Apple Industry - Driven by pre - holiday demand, market sentiment improves, but the inventory reduction progress is slow. High prices and competition from other fruits may suppress consumption. Attention should be paid to post - holiday inventory [7]. Corn Industry - In the short term, the corn fundamental situation changes little, with support at the bottom and pressure at the top. Prices are stable, and attention should be paid to enterprise stocking and policy [9]. Pig Industry - The spot price of pigs is 震荡 - weak, with increasing supply. The futures price is also weak. The market is expected to remain in a bottom - range 震荡 pattern [11]. Meal Industry - US soybeans have strong support. The domestic spot market is loose, with high inventory. The market is expected to be 震荡 before the festival, and attention should be paid to macro - sentiment [16]. Egg Industry - Egg prices have risen, leading to profitability in egg - chicken farming. Supply is stable, but demand may weaken as pre - holiday stocking nears completion. Attention should be paid to the digestion of high - price eggs [19]. 3. Summary According to Relevant Catalogs Oils and Fats Industry - **Prices**: On January 28, soybean oil, palm oil, and rapeseed oil prices had varying degrees of change. For example, the price of soybean oil in Jiangsu increased by 70 yuan to 8670 yuan, with a growth rate of 0.81% [1]. - **Spreads**: The spreads between different varieties and contracts also changed, such as the soybean - palm oil spread and the inter - monthly spreads of each variety [1]. - **Inventory**: The inventory of palm oil, soybean oil, and rapeseed oil in China showed different trends [1]. Cotton Industry - **Futures Market**: On January 29, the prices of cotton 2605 and 2609 increased, and the ICE US cotton price also rose [2]. - **Spot Market**: The prices of Xinjiang - arrival cotton and CC Index decreased slightly [2]. - **Industrial Situation**: The inventory of some regions decreased, while the industrial inventory and some import - related inventories increased [2]. Sugar Industry - **Futures Market**: The prices of sugar 2605 and 2609 rose slightly, and the ICE raw sugar price also increased [3]. - **Spot Market**: The prices in Nanning and Kunming remained unchanged, and the basis decreased [3]. - **Industrial Situation**: The cumulative production and sales of sugar in the country and Guangxi decreased year - on - year, while the industrial inventory increased [3]. Jujube Industry - **Futures Market**: The prices of jujube 2605, 2607, and 2609 had small changes, and the spreads between contracts also changed [5]. - **Spot Market**: The prices of Cangzhou's special - grade, first - grade, and second - grade jujubes had different trends, and the basis changed [5]. - **Inventory**: The number of warehouse receipts and effective forecasts decreased slightly [5]. Apple Industry - **Futures Market**: The prices of apple 2605 and 2610 increased, and the basis decreased [7]. - **Spot Market**: The arrival volume of fruit wholesale markets increased, and the national cold - storage inventory decreased [7]. - **Profit**: The disk profit decreased [7]. Corn Industry - **Futures Market**: The price of corn 2603 decreased, and the basis and spreads also changed [9]. - **Spot Market**: The prices of Jinzhou Port and Shekou Port had different trends, and the import profit increased [9]. - **Inventory**: The inventory of corn starch and corn had different trends, and the number of warehouse receipts increased [9]. Pig Industry - **Futures Market**: The prices of pig 2605 and 2603 had small changes, and the spreads between contracts decreased [11]. - **Spot Market**: The spot prices in different regions decreased, and the slaughter volume and white - strip price increased [11]. Meal Industry - **Prices**: The prices of soybean meal, rapeseed meal, and soybeans in different regions and contracts had different trends [16]. - **Spreads**: The spreads between different varieties and contracts, such as the soybean - rapeseed meal spread and the inter - monthly spreads, changed [16]. - **Inventory**: The inventory of soybeans and soybean meal decreased, but the absolute inventory was still high [16]. Egg Industry - **Futures Market**: The prices of egg 03 and 04 contracts had different trends, and the basis increased [19]. - **Spot Market**: The prices of eggs, egg - chicken seedlings, and culled chickens increased, and the egg - feed ratio also increased [19]. - **Supply and Demand**: Egg production is stable, and demand may weaken as pre - holiday stocking nears completion [19].

更多精彩内容请关注格林大华期货官方微信 Morning session notice 早盘提示 格林大华期货研究院 证监许可【2011】1288 号 2025 年 1 月 29 日星期周四 | 菜粕次主力合约 | 合约报收于 | 元/吨，按收盘价日环比上涨 | 0.70%，日 | RM2609 | 2309 | 增仓 | 手。 | 13511 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 【重要资讯】 | 1、贸易人士周二表示，自 | 10 | 月底中美达成贸易休战协议以来，中国已购买约 | 1200 | 万吨美 | | | | | | | | | | | | | | | | 国大豆，提前完成美国财政部长贝森特所称 | 2 | 月底前采购 | 1200 | 万吨大豆的承诺。 | 2、巴西全国谷物出口商协会（ANEC）：2026 | 年 | 1 | 月份巴西大豆出口 ...

| | | 【市场逻辑】 | | --- | --- | --- | | | | 短期来看，南方猪价大幅下跌、南北价差开始倒挂，本周后期雨雪天气扰动增强， | | | | 关注腊月中旬下游备货情绪。 | | | | 中期来看，全国新生仔猪数量对应今年3月之前生猪供给增量预期仍存，或限制猪价 | | | | 向上空间；10、11月新生仔猪连续2个月环比下降，对应今年4月起供给压力有所缓 | | | | 解；重点关注疫病影响。 | | | | 长期来看，母猪存栏对应今年8月前供给压力仍存；然而2025年年末能繁母猪存栏降 | | | | 幅不及预期，远月合约预期下移。 | | | | 【交易策略】 | | | | 2603合约支撑继续关注11000-11200，压力关注11500；2605合约支撑继续关注1150 | | | | 0-11600，压力关注11900；2607合约支撑继续关注12200-12300，压力关注12500；2 | | | | 609合约支撑关注13100-13200，压力关注13400-13500。 | | | | 【行情复盘】 | | | | 昨日鸡蛋期货涨跌互现，主力 2603 合约 ...

油脂油料早报 研究中心农产品团队 2026/01/29 隔 夜 市 场 信 息 ： 截至1月22日当周，美国大豆出口销售料净增40-190万吨 分析师预估显示，截至1月22日当周，美国大豆出口销售料净增40-190万吨。其中2025-26年度料净增40-180万吨， 2026-27年度料净增0-10万吨。 美国豆粕出口销售料净增22.5-50万吨。其中2025-26年度料净增22.5-50万吨，2026-27年度料净增0吨。 美国豆油出口销售料净增0-2.6万吨。其中2025-26年度料净增0-2.6万吨，2026-27年度料净增0吨。 澳大利亚2025/26年度油菜籽产量料增加 一机构发布的大宗商品研究报告显示，结合澳大利亚农业和资源经济科学局公布的油菜籽播种面积数据，以及对生 长季后期卫星影像和气象数据的分析，将2025/26年度澳大利亚油菜籽产量预测值较此前上调10%，至720万吨。产量的 预估区间介于700-740万吨。 卫星影像显示，澳大利亚主要油菜籽产区的作物长势良好，关键生长期的植被密度均超过长期中位数水平。因此， 该机构将澳大利亚全国油菜籽单产预测值上调至2.00吨/公顷，该数值已接近单产模型 ...

农产品早报 研究中心农产品团队 2026/01/29 玉米/淀粉 玉米 淀粉 日期 长春 锦州 潍坊 蛇口 基差 贸易利润 进口盈亏 黑龙江 潍坊 基差 加工利润 2026/01/22 2180 2300 2260 2430 5 -10 326 2750 2820 86 -70 2026/01/23 2180 2300 2260 2440 0 0 338 2750 2820 80 -90 2026/01/26 2190 2300 2260 2440 7 0 318 2750 2820 97 -90 2026/01/27 2190 2300 2270 2440 17 0 325 2750 2820 155 -92 2026/01/28 2190 2290 2280 2440 16 10 328 2750 2820 165 -92 变化 0 -10 10 0 -1 10 3 0 0 10 0 【行情分析】： 玉米：市场情绪些许扰动，本周港口现货先抑后扬，价格基本维持上周水平。短期看，在产地依旧挺价惜售的氛围下，虽然有储备轮储补充， 但是供应增量依旧受限。再加上当期渠道整体库存量不高，下游又有备货的预期的支撑下，玉 ...

交易咨询资格号： 证监许可[2012]112 晨会纪要 基于量化指标研判 | 偏空 | 震荡 | 偏多 | | --- | --- | --- | | PTA | 螺纹钢 | 锰硅 | | 豆二 | 焦煤 | 热轧卷板 | | 棕榈油 | 郑棉 | 橡胶 | | 沥青 | 玉米 | 沪铅 | | 沪锌 | 菜粕 | 沪铜 | | 菜油 | 沪锡 | 甲醇 | | 豆油 | 铁矿石 | 焦炭 | | | 豆一 | | | | 玉米淀粉 | | | | 白糖 | | | | 玻璃 | | | | PVC | | | | 鸡蛋 | | | | 塑料 | | | | 沪铝 | | | | 豆粕 | | | | 沪银 | | | | 聚丙烯 | | | | 沪金 | | 备注： 1.趋势判断观点主要基于各品种的量价等技术指标因素。 请务必阅读正文之后的免责声明部分 - 2 - 2026 年 1 月 29 日 | [Table_Finance] | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 联系人：王 ...

1月26日，2026咸阳新春年货购物节系列活动启动。本次年货购物节在咸阳各县（市、区）同步开 展，将持续至2月13日。市级会场设在咸阳老街、中华广场、人民广场，设置展位430余个，参展企业近 500家，涵盖农特产品、糖酒食品、年庆礼品、服装服饰、日用百货以及以旧换新等10多个领域。 1月26日至3月3日，咸阳将依托新春年货购物节，同步举办全市网上年货节，邀请网红达人、非遗 代表性传承人现场直播，满足群众多渠道购物需求。2月10日至4月9日，咸阳将聚焦百货、商超、餐 饮、成品油等重点领域，投放500万元专项消费券，咸阳相关县（市、区）也将结合实际，投放专项消 费券，引导企业叠加优惠，让群众享受实惠。（记者：琚鹏飞） "此次新春年货购物节活动规模大、持续时间长、覆盖面广，打通了商旅文、吃住用各环节，引导 上下游、产供销企业广泛参与。"咸阳市商务局相关负责人说，系列活动旨在以更高质量的商品供给和 更好的消费体验满足居民多元化、个性化消费需求，促进经营主体稳定发展，激发市场消费活力，让群 众在欢度新春佳节的同时畅享更多乐趣。 ...