专班全程护航，落户菏泽项目15个月投产 "鲁商回家乡" 民企发展活力强 "从踏上菏泽这片土地起，我就深刻感受到这座农业大市的澎湃活力。当地政府系统谋划、精准施 策，构建起'政府搭台、企业唱戏、农户受益'的乡村振兴良好生态，更加坚定了我们在菏泽投资兴业的 信心。"10月9日，在"鲁商回家乡"优强企业菏泽（巨野）行启动大会上，得利斯集团有限公司董事长郑 思敏的发言，道出了众多民营企业扎根菏泽的心声。 民营经济是高质量发展的生力军，菏泽深谙其重，始终将优化营商环境、支持民营经济发展放在突 出位置。在巨野县太平镇，山东达宁半导体有限公司（以下简称"达宁半导体"）的发展历程，正是菏泽 优化营商环境的缩影。作为2023年重点引进的高新技术企业，达宁半导体从立项到投产仅用15个月，这 背后离不开当地政府部门"全链条、零距离"的服务。 项目启动之初，镇政府便成立专项服务专班，全程护航破解难题。用地审批、基础设施配套等关键 事项，专班主动对接协调；施工阶段面临用工缺口，专班迅速联动周边村镇，为企业稳定建设队伍；针 对用电需求，专班第一时间对接供电部门，完成专用线路架设与变压器增容等，让企业得以轻装上阵推 进建设。 在手续办理环 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report provides a comprehensive overview of the current situation in the global oilseeds and oils market, including soybean processing, production, and trade in the US and Brazil, palm oil exports in Malaysia, and edible oil imports in India, along with price - related data [1] 3. Summary by Relevant Catalog US Soybean Processing and Inventory - In September 2025, the US soybean processing volume reached the fourth - highest monthly level on record, with NOPA member companies processing 197.863 million bushels, a 4.2% increase from August and an 11.6% increase from September 2024. The market expected a decline to 186.34 million bushels [1] - The average daily processing volume in September was 6.595 million bushels, the second - highest on record [1] - As of September 30, NOPA member companies' soybean oil inventory dropped to a nine - month low of 1.243 billion pounds, a 0.2% decrease from the end of August but a 16.6% increase from the previous year. Analysts predicted it to drop to 1.22 billion pounds [1] - In September, the US produced 4,700,448 short tons of soybean meal and 2.352435 billion pounds of soybean oil [1] Brazil's Soybean Production and Trade - The Brazilian Institute of Geography and Statistics (IBGE) estimated that Brazil's 2025 soybean production would be 165.865717 million tons, a 14.4% increase from the previous year. The planting area was estimated to be 47.696481 million hectares, a 3.6% increase from the previous month's estimate and a 0.1% increase from the previous year [1] - Industry analysts expected Brazil's 2025/26 soybean production to reach a record high of 177.6 million tons, a 3.6% increase from the previous year, mainly due to a record - high planting area. Current estimates are higher than the USDA's September report [1] - Conab data showed that Brazil's 2025/2026 soybean exports were expected to increase to 112.11 million tons, with production at 177.64 million tons, planting area at 49.1 million hectares, and a yield of 3.62 tons per hectare [1] Malaysia's Palm Oil Exports - According to ITS, Malaysia's palm oil exports from October 1 - 15, 2025, were 862,724 tons, a 16.2% increase from the same period last month [1] - AmSpec reported that Malaysia's palm oil exports from October 1 - 15, 2025, were 781,006 tons, a 12.3% increase from the same period last month [1] India's Edible Oil Imports - In September 2025, India's palm oil imports dropped 16.3% to 829,017 tons, the lowest since May, as refineries favored cheaper soybean oil. Soybean oil imports surged 36.8% to 503,240 tons, the highest since July 2022, and sunflower oil imports increased about 6% to 272,386 tons, the highest since January [1] - The decline in palm oil imports dragged down India's total edible oil imports in September by 1% to 1.6 million tons [1] - A dealer predicted that India's palm oil imports in October might drop to about 600,000 tons, while soybean oil imports might exceed 450,000 tons [1] Price - related Data - The report provides historical data on the crushing profit of imported soybeans, import profit of various oils (soybean oil, palm oil, rapeseed oil), spot prices of palm oil, soybean meal, rapeseed meal, soybean oil, and rapeseed oil, as well as basis and price spreads of protein meals and oils [1][2]

徐新荣表示，发展特色产业，拓宽农民增收致富渠道，是推进农业农村现代化、实现共同富裕的必 然要求。要优化布局、发挥优势，立足资源禀赋，结合"十五五"规划编制，持续优化产业集群布局，把 区域优势转化为产业优势。要科技赋能、打造品牌，实施农业品牌精品培育计划，围绕粮食、果蔬、畜 牧等领域，打造陕西农业特色产业品牌集群，推动农业品牌由小、散、弱向大、精、强转变。要延伸链 条、深化融合，大力发展农产品加工业，让农民从"卖原料"向"卖产品、卖服务、卖体验"转变，不断拓 展农民群众创业新平台、增收新渠道。要创新机制、激发活力，进一步深化改革，完善资产转化、联农 带农、要素保障、就业服务、社会保障机制，为产业发展、群众增收提供更多制度支持，为我省"十五 五"时期推动乡村全面振兴和共同富裕取得重大突破贡献政协智慧。 10月15日，省政协召开"发展特色产业，助力农民增收致富"专题协商会。省政协主席徐新荣主持并 讲话。他表示，要深入学习贯彻习近平总书记关于"三农"工作的重要论述和历次来陕考察重要讲话重要 指示精神，聚焦农业强、农村美、农民富的工作目标，多建睿智之言、多献务实之策，为谱写陕西新 篇、争做西部示范广泛凝心聚力。 副省长 ...

Core Insights - The collaboration between Zhejiang and Sichuan provinces has led to significant advancements in agricultural modernization and rural revitalization, benefiting both local farmers and enterprises [3][8] Group 1: Agricultural Development - Sichuan Zhongyi Olive Development Co., Ltd. has established a model of "company + cooperative + base," providing local villagers with job opportunities and land rental income, resulting in over 1 million yuan in wages distributed annually [2] - The oil olive planting base in Baiya Town spans over 5,000 acres, with an annual output value nearing 40 million yuan [3] - The "Revitalization Workshop" initiative has created nearly 20,000 local job opportunities, with an investment of 460 million yuan in 173 projects, expected to generate an annual output value of 1.28 billion yuan [5] Group 2: Employment and Skills Training - The "Blue Eagle Project" has been implemented in 68 counties in Sichuan, training nearly 2,000 students, with a focus on those from impoverished backgrounds, achieving an average starting salary of over 6,000 yuan per month for graduates [6] - From January to July this year, Zhejiang has facilitated the transfer of employment for 51,800 individuals from Sichuan [7] Group 3: Market Integration - Sichuan's agricultural products, such as apples and green pepper, are now being marketed effectively, with initiatives to enhance branding and market access [9][10] - The establishment of modern agricultural industrial parks has diversified the agricultural structure in poverty-stricken areas, increasing the per-acre output value significantly [10] Group 4: Rural Tourism Development - Sichuan is leveraging experiences from Zhejiang to develop rural tourism, launching 10 distinctive tourism routes to attract visitors [11] - Collaborative cultural events, such as the "Red Original Grassland Music Festival," are being organized to enhance tourism appeal and cultural exchange [12][13]

[ 责编：袁晴 ] 本报银川10月15日电 （记者张文）"进了'白名单'，上门检查频次少了。"宁夏银川市一家农业加工企业 负责人打开公司日志，发现最近两个月的上门检查次数少了很多。目前，银川市已建立涉企行政检 查"白名单"制度，设置221项免检降频事项，112家信用好、风险低的企业被纳入首批"白名单"管理。银 川市每季度涉企行政检查频次已同比下降30%。 "白名单"制度以企业合规为基础，突出"优中选优"的标准，以近3年无较大处罚、无安全事故、无信用 污点等作为准入条件。认定流程包括自主申报、部门审查、公示公告等，同时设立"一票否决"动态退出 规则，对发生违规行为的企业及时清退。近年来，银川市紧扣企业发展需求，构建"事前定事项、事中 强标准、事后重监督"的涉企行政执法规范化体系，为入企检查做减法、执法服务做加法。 ...

Core Insights - Archer-Daniels-Midland Co (NYSE:ADM) shares have increased by 2.8%, trading at $63.60, influenced by President Trump's potential cooking oil embargo on China, which has positively impacted U.S.-based agriculture stocks [1] - The stock has shown a 26% year-to-date gain and is on track for a third consecutive increase, having reached a 12-month high of $64.57, although it faces resistance at $65 [1] - The current analyst sentiment is cautious, with 10 out of 11 analysts rating the stock as "hold" or worse, and the 12-month consensus target price of $58.38 represents a 7.8% discount to current trading levels, indicating potential for price-target increases or upgrades [2] Options Activity - Options traders are exhibiting a bullish sentiment, with a 50-day call/put volume ratio of 2.88, which is higher than 78% of annual readings, indicating a faster-than-usual pace of call options being picked up [3] - There has been significant activity in call options today, with 9,139 calls exchanged, which is four times the intraday average, compared to only 647 puts, highlighting strong demand for calls, particularly the October 62 call [3]

Group 1 - The Jiangsu Agricultural and Rural Bureau is actively engaging with agricultural enterprises to enhance the quality and efficiency of rural industries and promote ecological protection in the Grand Canal region [1][2] - Liu Xuan, the director of the bureau, emphasizes the importance of sustainable development in livestock farming, particularly focusing on the harmless treatment and resource utilization of livestock waste [1] - The bureau plans to conduct comprehensive inspections of livestock farms along the southern Grand Canal to ensure environmental management and compliance with regulations [1] Group 2 - At Jiangsu Huyao Grain and Oil Products Co., Liu Xuan encourages the company to expand its product line and strengthen brand influence to meet diverse market demands [2] - The company is advised to explore a hybrid sales model that combines traditional channels with e-commerce to enhance brand visibility [2] - Liu Xuan visits the construction site of Jiangsu Jianhongtang Health Industry Co.'s new project, urging timely completion and effective project management to ensure early production and benefits [2][3] Group 3 - The Jiangsu Agricultural and Rural Bureau will continue to enhance its service awareness and provide targeted support to agricultural enterprises for high-quality rural industry development [3]

Core Viewpoint - The company is actively developing functional products such as lycopene and functional extracts from tomatoes, with a phased and scientific approach to progress based on product characteristics and key factors like technology, market, and policy [1] Group 1 - The company has initiated research and development for lycopene and functional tomato extracts [1] - Future advancements will be evaluated in phases, considering various critical elements [1] - Currently, there are no plans for overseas factory establishment, and any significant developments will be disclosed in compliance with regulations [1]

Report Overview - The report is a daily report on corn and corn starch on October 15, 2025, covering data, market analysis, trading strategies, option strategies, and related charts [2][3] 1. Report Industry Investment Rating - Not provided in the report 2. Report's Core View - The U.S. corn report has lowered the yield per unit, but the production remains high, and the U.S. corn price has declined. It may continue to fall. The import profit of foreign corn is high, and the domestic corn spot price is relatively stable in the short - term. The new - season corn has been listed in large quantities, and the spot price in the Northeast has declined. It is expected that there will be selling pressure on Jilin corn at the end of October. The corn starch price is mainly affected by the corn price and downstream stocking. The inventory has increased this week, and the short - term 01 contract of the corn starch futures is expected to fluctuate weakly [5][6][7] 3. Summary by Relevant Catalogs 3.1 Data 3.1.1 Futures Market - **Corn Futures**: Contracts C2601, C2605, and C2509 all rose, with C2601 closing at 2127, up 16 (0.75%); C2605 at 2218, up 16 (0.72%); C2509 at 2247, up 12 (0.53%). The trading volume of most contracts decreased, while the open interest of some contracts increased [3] - **Corn Starch Futures**: Contracts CS2601, CS2605, and CS2509 also rose, with CS2601 closing at 2418, up 17 (0.70%); CS2605 at 2529, up 12 (0.47%); CS2509 at 2571, up 1 (0.04%). The trading volume and open interest of most contracts increased [3] 3.1.2 Spot and Basis - **Corn Spot**: Prices in various regions such as Qinggang, Songyuan Jiji, and others showed different trends. The basis varied from - 297 in Qinggang to 63 in Guangdong Port [3] - **Corn Starch Spot**: Prices in different factories like Longfeng, COFCO, etc., remained stable, and the basis was positive in all regions, ranging from 121 to 391 [3] 3.1.3 Spread - **Corn Inter - delivery Spread**: For example, C01 - C05 was - 91, unchanged; C05 - C09 was - 29, up 4; C09 - C01 was 120, down 4 [3] - **Corn Starch Inter - delivery Spread**: CS01 - CS05 was - 111, up 5; CS05 - CS09 was - 42, up 11; CS09 - CS01 was 153, down 16 [3] - **Cross - variety Spread**: CS09 - C09 was 324, down 11; CS01 - C01 was 291, up 1; CS05 - C05 was 311, down 4 [3] 3.2 Market Analysis 3.2.1 Corn - The U.S. corn yield per unit may be further lowered, and the price will fluctuate narrowly. China has imposed tariffs on U.S. corn and sorghum. The import profit of foreign corn is high. The spot price in the northern ports and the Northeast has declined, and the supply in North China has increased. The wheat price in North China is strong, and the substitution relationship between wheat and corn still exists. The domestic breeding demand is weak, and the downstream feed enterprise inventory is low. The new - season corn has been listed in large quantities, and it is expected that there will be selling pressure on Jilin corn at the end of October [5][6] 3.2.2 Corn Starch - The number of trucks arriving at Shandong deep - processing plants has increased, and the corn spot price in Shandong is weak. The corn starch inventory has increased this week, reaching 1199,000 tons, an increase of 8000 tons from last week, with a monthly increase of 5.27% and a year - on - year increase of 46.9%. The starch price depends on the corn price and downstream stocking. The by - product price is strong, and the enterprise is profitable. It is expected that the spot price of corn starch will decline later, and the 01 contract of the futures will fluctuate weakly in the short - term [7] 3.3 Trading Strategies - **Unilateral Trading**: It is recommended to lightly go long on the 01 or 05 corn contracts with a stop - loss set. The U.S. corn has support at 400 cents per bushel [9] - **Arbitrage Trading**: It is recommended to wait and see [10] 3.4 Option Strategies - A short - term strategy of accumulating put and call options with rolling operations is recommended [11] 3.5 Related Charts - The report includes six charts showing the spot price of corn in different regions, the basis of the corn 01 contract, the 1 - 5 spread of corn and corn starch, the basis of the corn starch 01 contract, and the spread between the corn starch and corn 01 contracts [15][17][20]

Core Insights - The agricultural processing sector saw a 0.8% increase on October 15, with Zunming Co. leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Agricultural Processing Sector Performance - Zunming Co. (003030) closed at 19.54, up 5.51% with a trading volume of 38,800 lots and a transaction value of 74.5 million yuan [1] - Guangnong Sugar Industry (000911) closed at 7.68, up 4.77% with a trading volume of 236,200 lots and a transaction value of 183 million yuan [1] - Yongshuntai (001338) closed at 11.98, up 4.63% with a trading volume of 269,200 lots and a transaction value of 324 million yuan [1] - Other notable performers include Guotou Zhonglu (600962) at 21.99 (+3.82%), Baolingbao (002286) at 9.97 (+3.10%), and Suobao Protein (603231) at 19.05 (+1.65%) [1] Capital Flow Analysis - The agricultural processing sector experienced a net inflow of 23.09 million yuan from main funds, while retail funds saw a net outflow of 23.04 million yuan [2] - Main funds showed significant inflows in Yongshuntai (6.01 million yuan) and Guangnong Sugar Industry (2.88 million yuan) [3] - Retail investors had notable outflows in Yongshuntai (-40.62 million yuan) and Guangnong Sugar Industry (-24.46 million yuan) [3]