长春要优化提升传统产业。实施先进制造业集群梯次培育行动，强化产业基础再造与关键核心技术攻 关，推动汽车、装备制造、农产品加工三个传统优势产业转型升级，提升技术、安全、能效水平。汽车 产业向新能源与智能网联方向转型，全力支持中国一汽"All in"新能源战略，推进电池、电驱、电控等 关键零部件产业链建设，培育"车路云一体化"智能驾驶生态，抢占飞行汽车、氢能汽车、数字汽车服务 等领域市场，打造世界级汽车先进制造业集群。装备制造产业向智能化、高端化迈进，支持中车长客推 进下一代高速动车组、高速磁浮、中低速磁浮、氢能列车等关键技术与产品创新，建设具有国际影响力 的现代轨道交通装备产业基地；聚焦精密仪器装备等关键领域，积极承担国家制造业重点产业链高质量 发展行动任务。农产品加工产业向绿色化、精深加工和细加工方向发展，推动谷物食品加工升级、肉类 食品价值增值、特色食品规模提升，打造全国"绿色食品之都"。坚持以标准化建设为引领，开展有组织 新型技术改造行动，提标实施"智改数转"、设备更新和绿色改造，加强企业转型升级政策支持，引导企 业全面技术升级与增资扩产。推进智能建造与建筑工业化协同发展。 长春要做强做大新兴产业。实施产 ...

品种丰富了，种植方式也迎来升级。"宽行起垄、水肥一体化、农业物联网……这些新技术在我们 基地都已广泛应用。"山东农发汇丰农林科技有限公司生产主管刘斌说，"我们还新建了选果车间和保鲜 仓储，按照标准化流程进行采后处理，确保每一颗肥城桃的品质。"产得好，更要卖得巧。当地还牵手 电商平台，直播带货、社区团购风生水起，解决了"酒香也怕巷子深"的销路困境。 不止于鲜果。肥城人把"桃文章"越写越好。当地推动农文旅深度融合，以"景区+桃元素"为特色， 打造出"十里桃花·桃源胜境""梦幻桃花源"等一批桃文化主题旅游项目。观光采摘、文化体验多元并 进，形成旅游引流与农业增收的良性循环。"自从发展乡村旅游，游客多了，桃更好卖了，腰包也鼓 了。"仪阳街道刘台村果农刘洪芬喜上眉梢。 除了鲜果的甜美和文旅的繁荣，这里还演绎了"点木成金"的传奇——肥城桃木雕刻，从桃木剑、桃 木如意起步，如今已拓展至30多个系列、4000多个品种，年销售收入达26亿元，带动就业6.7万余 人。"把桃树种得更精，把产业链拉得更长，把品牌打得更响，让小特产成长为大产业——这才是最硬 核的'致富密码'，也是乡村全面振兴的生动诠释。"肥城市农业农村局党组书记、局 ...

投资咨询业务资格 沪证监许可[2015]84 号 联系人 李婷、黄蕾 电子邮箱 jytzzx@jyqh.com.cn 主要品种观点 宏观：金银铜重回涨势，A 股迎来开门红 海外方面，美国 12 月 ISM 制造业 PMI 由 48.2 降至 47.9，弱于预期且连续 10 个月处于 收缩区间，分项来看，主要受库存加速去化拖累，新订单与出口需求持续偏弱，就业继续下 降但降幅放缓；支付价格指数维持在 58.5，显示价格压力仍具黏性。PMI 下行鉴于客户库存 同样偏低，需求短期存在边际修复空间。在美逮捕委总统后，市场风偏并未走弱，道指创下 历史新高，美指震荡走高至 98.4，10Y 美债利率回升至 4.16%，金属价格在岁末年初调整震 荡后重回上行，金价涨超 2%，银价涨超 5%，铜价涨幅近 5%、首次站上 13,000 美元/吨， 在智利铜矿罢工、市场对中期供应缺口的预期以及 LME 认证库存偏低的共同作用下，供应 端忧虑迅速升温。 国内方面，中国 12 月 RatingDog 服务业 PMI 维持在 52，服务业扩张已连续三年延续， 显示内需端具备一定韧性；但新出口订单在 11 月短暂修复后再度回落至收缩区间， ...

广发早知道-汇总版 广发期货研究所 电 话：020-88818009 E-Mail：zhangxiaozhen@gf.com.cn 目录： 每日精选： 每日重点关注品种逻辑解析 金融衍生品： 金融期货： 股指期货、国债期货 贵金属： 黄金、白银、铂、钯 集运欧线 商品期货： 有色金属： 铜、氧化铝、铝、铝合金、锌、锡、镍、不锈钢、碳酸锂、工业硅、多 晶硅 黑色金属： 钢材、铁矿石、焦煤、焦炭 农产品： 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、红枣、苹果 能源化工： PTA、乙二醇、苯乙烯、纯苯、短纤、瓶片、烧碱、PVC、LLDPE、PP、 甲醇、合成橡胶、橡胶、玻璃纯碱 2026 年 1 月 6 日星期二 投资咨询业务资格： 证监许可【2011】1292 号 组长联系信息： 张晓珍（投资咨询资格：Z0003135） 电话：020- 88818009 邮箱：zhangxiaozhen@gf.com.cn 周敏波（投资咨询资格：Z0010559） 电话：020-81868743 邮箱：zhoumingbo@gf.com.cn 朱迪（投资咨询资格：Z0015979） 电话：020-88818008 邮箱：zhud ...

投资咨询业务资格：证监许可【2011】1778 号 期货研究报告 资讯早班车-2026-01-06 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 2025-10-20 | 2025/09 | GDP:不变价:当季同比 | % | 4.8 | 5.2 | 4.6 | | 2025-12-31 | 2025/12 | 制造业 PMI | % | 50.1 | 49.8 | 50.1 | | 2025-12-31 | 2025/12 | 非制造业 PMI:商务活动 | % | 50.2 | 50.0 | 52.2 | | 2025-12-15 | 2025/11 | 社会融资规模:当月值 | 亿元 | 24888 | 25660 | 23288 | | 2025-12-12 | 2025/11 | M0:同比 | % | 10.6 | 11.7 | 12.7 | | 2025-12-12 | 2025/11 | M1:同比 | % | 4.9 | 6.0 ...

本报记者 李 蕊 一颗曾因"皮薄肉软走不出家乡"的桃子，怎会长成品牌价值41.12亿元的"金果子"？ 如何让"天上蟠桃，人间肥桃"的美誉落地生金？"通过优化品种结构，引进优良品种，肥城桃的成熟期 拉长，实现'卖全国'。"肥城桃产业发展中心高级农艺师陈文玉说。如今，肥城以新城街道、桃园镇和 仪阳街道为核心产区，辐射安站、潮泉、王庄等镇村，形成了以传统肥桃为核心，涵盖100多个栽培品 种的产业布局，打破季节限制，实现了四季有桃、季季可摘。 品种丰富了，种植方式也迎来升级。"宽行起垄、水肥一体化、农业物联网……这些新技术在我们基地 都已广泛应用。"山东农发汇丰农林科技有限公司生产主管刘斌说，"我们还新建了选果车间和保鲜仓 储，按照标准化流程进行采后处理，确保每一颗肥城桃的品质。"产得好，更要卖得巧。当地还牵手电 商平台，直播带货、社区团购风生水起，解决了"酒香也怕巷子深"的销路困境。 不止于鲜果。肥城人把"桃文章"越写越好。当地推动农文旅深度融合，以"景区+桃元素"为特色，打造 出"十里桃花·桃源胜境""梦幻桃花源"等一批桃文化主题旅游项目。观光采摘、文化体验多元并进，形 成旅游引流与农业增收的良性循环。"自从发展 ...

Core Insights - Papua New Guinea's Eastern Highlands Province has launched key agricultural projects aimed at increasing farmers' income and promoting local industry development [1] Group 1: Agricultural Projects - Instant coffee processing plant: The Kamita coffee three-in-one instant coffee processing plant is set to commence operations, equipped with high-tech facilities, and will directly purchase coffee beans from local and surrounding highland provinces, reducing intermediaries and enhancing growers' earnings [1] - Sweet potato feed processing pilot: A pilot project for sweet potato feed processing has been initiated in the Kafana community, with future plans to expand to processing cassava, bananas, and corn. The project also aims to establish an incubation center to assist in the commercialization of agricultural products, alleviating high export costs and risks for farmers [1] - Government cattle farm revival project: The Kolofegau government cattle farm is being revitalized and transformed into a distribution center, with a breeding farm established in collaboration with Zifasin in Morobe Province. This project aims to reduce reliance on frozen meat imports and position the Eastern Highlands Province as a meat production area [1] - Chinese-assisted mushroom grass technology demonstration base: A demonstration base for mushroom grass and highland rice technology has been set up in the Kominis community. This technology is characterized by low costs, quick results, and good ecological benefits, having achieved significant success in poverty alleviation in China. Chinese experts have begun training to enhance agricultural productivity and farmers' livelihoods in Papua New Guinea [1] Group 2: Strategic Alignment - The aforementioned projects align with the "2022 Agricultural Development Report of Koroka Province" and the national agricultural strategic plan. The Eastern Highlands Provincial Government has expressed its commitment to continue advancing related agricultural projects to promote sustainable economic growth [1]

1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The U.S. corn price is expected to remain in a bottom - oscillating pattern due to high production despite reduced inventory and export benefits [4][8] - The spot price of domestic corn is relatively stable in the short term. North - east corn is relatively strong with farmers' reluctance to sell, while North - China corn is weakening. The price rebound space of corn is limited, and the 03 corn contract will oscillate within a narrow range [6][8] - The starch price is mainly influenced by corn price and downstream stocking. With rising inventory and weakening corporate profitability, the 03 starch contract is expected to oscillate weakly in the short term [7] 3. Summary by Relevant Catalogs 3.1 Data 3.1.1 Futures Disk - For corn futures, C2601 closed at 2293, up 8 (0.35%); C2605 closed at 2252, down 3 (- 0.13%); C2509 closed at 2277, unchanged (0.00%) [2] - For corn starch futures, CS2601 closed at 2486, down 11 (- 0.44%); CS2605 closed at 2552, down 13 (- 0.51%); CS2509 closed at 2598, down 6 (- 0.23%) [2] 3.1.2 Spot and Basis - Corn spot prices in different regions: Qinggang was 2120, Songyuan Jiajie was 2190, Zhucheng Xingmao was 2320, Shouguang was 2266, Jinzhou Port was 2320, Nantong Port was 2390, and Guangdong Port was 2440 [2] - Starch spot prices in different regions: Longfeng was 2750, COFCO was 2700, Jiajie was 2850, Yufeng was 2860, Jinyu Corn was 2800, Zhucheng Xingmao was 2880, and Hengren Industry and Trade was 2760 [2] 3.1.3 Spreads - Corn inter - period spreads: C01 - C05 was 41 (up 11), C05 - C09 was - 25 (down 3), C09 - C01 was - 16 (down 8) [2] - Starch inter - period spreads: CS01 - CS05 was - 66 (up 2), CS05 - CS09 was - 46 (down 7), CS09 - CS01 was 112 (up 5) [2] - Cross - variety spreads: CS09 - C09 was 321 (down 6), CS01 - C01 was 193 (down 19), CS05 - C05 was 300 (down 10) [2] 3.2 Market Judgment 3.2.1 Corn - The U.S. corn price is bottom - oscillating. The import profit of foreign corn is rising. The spot price in North - China corn is weakening, and that in North - east corn is relatively strong. The price difference between North - east and North - China corn is narrowing [4][6] - The domestic breeding demand is stable, and the inventory of downstream feed enterprises is increasing. The market is concerned about the seasonal selling pressure of North - east corn before the Spring Festival and the downstream inventory - building situation [6] 3.2.2 Starch - In Shandong, the number of trucks arriving at deep - processing plants is increasing, and the local corn spot price is weakening. The starch inventory has risen, with the manufacturer's inventory at 112.3 million tons this week, an increase of 2.1 million tons from last week, a monthly increase of 3.1%, and a year - on - year increase of 24.6% [7] - The starch price mainly depends on the corn price and downstream stocking. The by - product price is strong, and the corporate profitability is declining [7] 3.3 Trading Strategies 3.3.1 Unilateral - The 03 U.S. corn has support at 430 cents per bushel. Long positions can be established for the 07 corn contract at low prices [9] 3.3.2 Arbitrage - Hold a wait - and - see attitude [10] 3.4 Corn Options - Adopt a short - term cumulative put option strategy with rolling operations [11]

研究所 农产品研发报告 花生日报 2026 年 1 月 5 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/1/5 | | 期货盘面 | | | | | | | | | 期货 | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | PK604 | 7922 | -36 | -0.45% | 27,522 | -42.31% | 30,347 | 10.94% | | PK510 | 8228 | 2 | 0.02% | 218 | 28.24% | 1,628 | 7.39% | | PK601 | 7800 | -270 | -3.46% | 3,992 | -43.45% | 2,605 | -52.04% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7600 | 860 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货收盘价(活跃合约):菜籽油(日,元/吨) 菜油月间差(5-9):(日,元/吨) | 9044 | -43 期货收盘价(活跃合约):菜籽粕(日,元/吨) | 2361 | -4 | | 期货市场 | | 35 | -24 菜粕月间价差(5-9)(日,元/吨) | -46 | 6 | | | 主力合约持仓量:菜油(日,手) | 204941 | 5503 主力合约持仓量:菜粕(日,手) | 644700 | 13230 | | | 期货前20名持仓:净买单量:菜油(日,手) | -18486 | 5499 期货前20名持仓:净买单量:菜粕(日,手) | -45495 | -5351 | | | 仓单数量:菜油(日,张) | 3297 | 0 仓单数量:菜粕(日,张) | 0 | 0 | | | 期货收盘价(活跃):ICE油菜籽(日,加元/吨) | 604 | 1.6 期货收盘价(活跃合约):油菜籽(日,元/吨) | 5332 | -122 | | ...