秋分时节，中国大地五谷丰登。 2025年9月23日，第八届中国农民丰收节全国主场活动在山东省招远市大户陈家村举行。时值"十四 五"规划收官之年，本届丰收节以"庆农业丰收享美好生活"为主题，展现出特殊的历史意义。 此时中国农业交出了一份丰收的答卷。农业农村部部长韩俊在9月16日新闻发布会上表示，"十四五"时 期，14亿中国人的饭碗端得更牢。2024年中国的粮食产量首次突破1.4万亿斤，比2020年增产了740亿 斤。如今，中国人均粮食占有量已经达到了500公斤，做到了谷物基本自给、口粮绝对安全，国家粮食 安全充分保障。 本届丰收节吸引了全国各地的新农人、地方特色农产品经营者、农业合作社、农业相关企业和电商平台 等。他们参会目的各有不同：有的想推广自主研发的农业新品种与深加工产品，有的想借助全国性平台 拓宽销售渠道、对接上下游资源，有的想展示智慧农业技术与数字化管理成果，还有的想通过交流学习 先进的农业模式推动本地产业升级。 种子是农业的起点，是国家粮食安全的基石，被称为农业的"芯片"。在丰收节的种业振兴成果展区，一 场关乎自主可控的"芯片"之战成果初显。 记者在展区看到，华蜜、中梨玉翠、中矮红梨、五九香等不同品 ...

Core Viewpoint - The article highlights the effective implementation of collaboration and support initiatives in Tianjin, focusing on talent, funding, project, technology, market, and employment guarantees to enhance development in paired regions such as Gansu, Tibet, and Qinghai [1][2][3]. Talent Guarantee - Tianjin has successfully completed the selection of a new batch of cadres to support Gansu, Tibet, and Qinghai, emphasizing the "frontline work method" to enhance the capabilities of personnel in key positions [1]. - A total of 200 paired regional cadres are being trained and placed in Tianjin for practical experience [1]. Funding Guarantee - The city has allocated 2.85 billion yuan in financial support, aiming to enhance the internal development dynamics of impoverished areas and ensure sustainable income for the impoverished [1]. - By the end of August, social mobilization efforts have raised approximately 208 million yuan in donations [1]. - Following severe flooding in Xingtai County, Tianjin quickly mobilized around 2.1 million yuan in materials for disaster recovery [1]. Project Guarantee - A total of 935 support projects have been initiated, with a focus on local needs and resources [2]. - Projects include essential infrastructure improvements such as safe drinking water and road hardening to address urgent community needs [2]. Technology Guarantee - The city has collected 176 technical needs from paired regions and is promoting technology transfer through a structured approach [2]. - Collaborative projects in green agriculture and food processing are prioritized for support [2]. Market Guarantee - New consumption support initiatives have been launched, including the promotion of service platforms and innovative consumption models [3]. - By the end of August, sales of agricultural products from paired regions reached 3.435 billion yuan [3]. Employment Guarantee - The "Tianjin-Gansu Skilled Worker" labor cooperation brand has been enhanced, with new sub-brands being developed [3]. - By the end of August, 51,900 rural laborers from Gansu have been assisted in finding employment, including 39,500 who were previously impoverished [3].

Core Viewpoint - The agricultural processing sector experienced a decline of 0.73% on September 24, with COFCO Sugar leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3853.64, up 0.83% [1] - The Shenzhen Component Index closed at 13356.14, up 1.8% [1] Group 2: Individual Stock Performance - COFCO Sugar (600737) closed at 16.67, down 1.77% with a trading volume of 381,800 shares and a turnover of 642 million yuan [1] - Andeli (605198) closed at 44.43, down 0.58% with a trading volume of 15,100 shares and a turnover of 67.59 million yuan [1] - Sanxiang Economy (600191) closed at 7.91, down 0.50% with a trading volume of 47,100 shares and a turnover of 37.40 million yuan [1] - Morning Bio (300138) closed at 12.72, down 0.39% with a trading volume of 45,700 shares and a turnover of 58.10 million yuan [1] - ST Jiawo (300268) closed at 10.18, unchanged with a trading volume of 9,715 shares and a turnover of 989,780 yuan [1] - Yongshuntai (001338) closed at 11.35, up 0.18% with a trading volume of 32,000 shares and a turnover of 36.18 million yuan [1] - Daodaoquan (002852) closed at 10.82, up 0.37% with a trading volume of 46,400 shares and a turnover of 50.32 million yuan [1] - Jinlongyu (666000E) closed at 31.68, up 0.44% with a trading volume of 72,300 shares and a turnover of 229 million yuan [1] - Shengen Holdings (000019) closed at 6.60, up 0.46% with a trading volume of 64,100 shares and a turnover of 42.20 million yuan [1] - Jingliang Holdings (000505) closed at 6.47, up 0.47% with a trading volume of 58,800 shares and a turnover of 37.94 million yuan [1] Group 3: Capital Flow - The agricultural processing sector saw a net outflow of 10.43 million yuan from main funds, while speculative funds had a net inflow of 19.89 million yuan, and retail investors experienced a net outflow of 9.47 million yuan [1]

Core Viewpoint - The article highlights the significant improvements in rural livelihoods and the development of rural industries in China, driven by the comprehensive promotion of rural revitalization initiatives. Group 1: Rural Economic Development - In 2024, the revenue of large-scale agricultural processing enterprises in China reached approximately 18 trillion yuan, with new business models such as rural e-commerce and live streaming sales emerging [3] - The revenue from leisure agriculture in 2024 was nearly 900 billion yuan, an increase of about 50 billion yuan compared to 2020 [3] Group 2: Income Growth - The per capita disposable income of rural residents increased from 17,131 yuan in 2020 to 23,119 yuan in 2024, a rise of 5,988 yuan, averaging an increase of nearly 1,500 yuan per year [5] Group 3: Infrastructure and Living Conditions - Rural infrastructure has seen significant improvements, with the total length of rural roads exceeding 4.64 million kilometers and the coverage of tap water reaching 94% [8] - The rural sanitation toilet coverage rate is approximately 76%, and 140,000 villages have undergone greening and beautification [8] Group 4: Healthcare Improvements - Since the 14th Five-Year Plan, healthcare accessibility has improved, with 2,199 counties and districts establishing integrated medical communities, and 95% of village clinics included in the medical insurance system [11] Group 5: Cultural and Recreational Development - The economic development in villages has allowed residents to engage in various cultural activities, with the village of Dahu Chenjia in Shandong integrating agriculture, culture, and tourism, generating over 20 million yuan in annual tourism revenue [15][23] Group 6: Agricultural Production and Innovation - In Shandong's Zhaoyuan, the apple planting area is 190,000 acres, with an annual production of about 690,000 tons, while also developing brands for grapes and autumn pears to increase farmers' income [23] - The introduction of new apple varieties and technologies in collaboration with the Chinese Academy of Agricultural Sciences has significantly improved planting efficiency [24] - The use of smart agricultural management platforms in grape cultivation has led to over 10% yield increase and substantial savings in fertilizer and water [28] Group 7: Future Projections - The total apple production in Shandong is expected to slightly increase by 2025, with an anticipated 10% increase in income per acre from integrated processing and leisure picking of fruits [30]

Group 1 - The company, Baolingbao Biotech Co., Ltd., established in 1997, specializes in the production of functional sugar products using corn as raw material and has become a leader in China's functional sugar industry [1] - The company has a comprehensive production capacity of over 1 million tons, with 16 production lines and a workforce of approximately 1,400 employees [1] - Baolingbao is recognized as a national high-tech enterprise and has been the first in China to achieve industrial-scale production of oligosaccharides [1] Group 2 - The company has implemented a rigorous grain safety management system to ensure the quality and safety of corn supply, with a planned storage of 320,000 tons of corn in 2024, averaging 1,000 tons per day [2] - The procurement process is transparent, utilizing mobile apps and WeChat mini-programs to publish purchasing information and ensure timely payment to farmers [2] - The company monitors market prices dynamically to ensure reasonable procurement prices and protect farmers' interests [2] Group 3 - The company has increased investment in storage facilities, with 13 grain storage units and a total storage capacity of 80,000 tons [3] - New storage facilities are equipped with intelligent systems for real-time monitoring of temperature, humidity, and grain conditions, enhancing operational efficiency [3] - Upgrades to existing storage facilities are ongoing to improve automation and smart technology [3] Group 4 - The company focuses on innovation in deep processing of corn, extending the value chain from starch to functional sugars and high-value products [4] - Recent product developments include erythritol, allulose, and DHA, contributing to significant value addition and economic benefits [4] - The company's efforts in deep processing not only enhance its economic performance but also support local agricultural development and food security [4]

农产品团队 | 作者： | 王亮亮 | | --- | --- | | 从业资格证号： | F03096306 | | 投资咨询证号： | Z0017427 | | 联系方式： | 010-68578697 | | 作者： | 侯芝芳 | | 从业资格证号： | F3042058 | | 投资咨询证号： | Z0014216 | | 联系方式： | 010-68578922 | | 作者： | 王一博 | | 从业资格证号： | F3083334 | | 投资咨询证号： | Z0018596 | | 联系方式： | 010-68578169 | | 作者： | 宋从志 | | 从业资格证号： | F03095512 | | 投资咨询证号： | Z0020712 | | 联系方式： | 18001936153 | 投资咨询业务资格：京证监许可【2012】75号 成文时间：2025年09月23日星期二 更多精彩内容请关注方正中期官方微信 期货研究院 养殖油脂产业链日度策略报告 摘要 豆油：日内豆油期价大幅下挫，主要原因在于阿根廷政府宣布，在 10月31日前取消所有大豆、豆粕、豆油的出口税，市场认为榨利回 升后我国 ...

Core Insights - The launch of a financial empowerment initiative for geographical indication products in Fujian aims to enhance market competitiveness and brand influence while supporting rural revitalization [1][2] Group 1: Financial Empowerment and Support - Fujian province is actively promoting financial support for geographical indication industries by encouraging banks and insurance institutions to innovate specialized credit products and explore insurance options [2] - A financial cooperation framework has been established between the Minhou Olive Industry Association and China Bank, with a credit line of 1 billion yuan allocated to support the geographical indication industry [2] - As of now, banks in Fujian have provided loans totaling 65.1 billion yuan to 480 geographical indication-related industries, with trademark pledge loans amounting to 1.003 billion yuan [3] Group 2: Technological Integration and Digital Transformation - The initiative emphasizes the integration of technology with financial services, including the use of data analytics and intelligent systems to enhance risk decision-making for geographical indication products [3] - The application of blockchain and IoT technologies in the traceability system for geographical indication products aims to build consumer trust and enhance purchasing willingness [4] - Digital transformation is being embraced across the entire geographical indication industry ecosystem, with recent e-commerce events showcasing local products through live streaming [3][4] Group 3: Market Impact and Consumer Engagement - The geographical indication products in Fujian, such as Minhou olives, have significant market value, with the brand value of "Minhou Olive" estimated at nearly 1.3 billion yuan [1] - The introduction of a traceability system using QR codes on product packaging enhances consumer confidence and willingness to purchase [4] - The initiative aims to leverage agricultural big data to analyze consumer preferences and regional demands, facilitating precise matching between production and sales [4]

商品日报 20250924 联系人 李婷、黄蕾、高慧、王工建、赵凯熙 电子邮箱 jytzzx@jyqh.com.cn 电话 021-68555105 主要品种观点 宏观：美国 9 月 PMI 符合预期，国内股债商均有所调整 海外方面，鲍威尔称通胀上行与就业下行风险并存，美联储需权衡取舍，称关税属一次 性冲击，决策不受政治因素驱动；鲍曼则称在稳就业上动作滞后，若需求走弱或需加快降息。 美国 9 月标普制造业、服务业 PMI 基本符合预期，均处于扩张区间，企业虽受关税成本冲 击但未提价，也印证关税未必长期推升物价的观点。美股调整，美元指数震荡偏弱，金价再 创 3791 美元历史新高，油价受供应扰动上涨超 1%，铜价小幅收涨。 投资咨询业务资格 沪证监许可[2015]84 号 国内方面，周二股债商均有所调整，市场风险偏好回落。A 股放量调整，上证指数盘中 下跌超 1%、尾盘修复大部分，两市超 4000 家收跌、赚钱效应较弱，成交额回升至 2.5 万亿， 红利板块、创业板收涨，中证 1000、北证 50 等小票偏弱。股市主要交易前期上涨后的调整， 假期前夕有部分资金选择了结观望，目前基本面温和、四季度政策预期在升温， ...

Core Points - The 2025 China Farmers' Harvest Festival celebration in Hainan featured unique activities such as showcasing local specialties, participating in fun sports events, and singing harvest songs to celebrate agricultural achievements and share joy [1][2]. Group 1: Event Highlights - The main venue in Danzhou showcased a variety of activities, including a display of Hainan's intangible cultural heritage and an exhibition of the "Party Building + Industry Chain" interactive model, highlighting innovative practices in Hainan's tropical efficient agriculture [2]. - The fun sports event included local-themed competitions such as "catching Danzhou chicken," "Haitou sweet potato obstacle relay," and "competing for Danzhou dried fish," emphasizing teamwork and local culture [5]. - The harvest song event featured performances that celebrated local culture, including a mix of lion dance, calligraphy, and product displays, culminating in a performance by the national-level intangible cultural heritage group, showcasing the vibrant spirit of Hainan's farmers [7].

2025 年 9 月 24 日 棕榈油：原油反弹，国际油脂存在支撑 豆油：阿根廷取消豆类出口税，美豆偏弱震荡 | | | 【基本面跟踪】 油脂基本面数据 | | | 单 位 | 收盘价 (日盘） | 涨跌幅 | 收盘价 （夜盘） | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | 棕榈油主力 | 元/吨 | 9,054 | -3.27% | 9,078 | 0.27% | | | 豆油主力 | 元/吨 | 8,086 | -3.35% | 8,100 | 0.17% | | | 菜油主力 | 元/吨 | 9,996 | -1.45% | 9,919 | -0.77% | | | 马棕主力 | 林吉特/吨 | 4,341 | -2.27% | 4,353 | 0.23% | | 期 货 | CBOT豆油主力 | 美分/磅 | 49.84 | 0.30% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | 棕榈油主力 | 手 | 1,021,148 | 459441 | 387,927 | -15,956 ...