中金研究 在万亿规模但效率偏低的品牌农业市场，渠道供需易势与链路扁平化正在发生，并有望诞生新的产品、渠道品牌龙头。本轮渠道变革的本质是高效供 应链对传统多级批发的制度性替代，及在性价比、时效性、体验感等维度各有侧重，以精准切分消费需求。 点击小程序查看报告原文 Abstract 供需易势、需求分层、渠道提效，推动农产品品牌化发展提速。 发展阶段方面，部分农产品供给的结构性过剩，叠加分人群和分市场的消费结构变迁带 来的需求分层，农产品品牌化且精简SKU以降低选品难度的必要性提升，渠道结构也从"大卖场为中心"到"即时、小型、近场、折扣"。品牌化路径方面， 渠道背书重要性提升。初加工农产品核心在于"大单品+全渠道"的企业品牌塑造，生鲜则强调"链路缩短+渠道定制"以赋能渠道品牌。 米面粮油等初加工农产品零售渠道正经历"买方解法"调改，具备爆品思维、灵活分层定制渠道产品的品牌方有望突围。 初加工农产品货架期相对更长、 消费频次中等、决策链路较短，可分层分级满足需求的同时也带来渠道结构的日益多元。伴随供需易势和新型高势能渠道崛起，市场话语权从品牌端转向 渠道端，品牌企业需提升柔性供应链能力，以及灵活适配不同渠道的差异化需 ...

| 品种 | 零售价格 | 环比 | 同比 | | | --- | --- | --- | --- | --- | | | (元/公斤、升) | (%) | (%) | | | 粮食 | | | | | | 大米 | 6.50 | 0.0 | -1.1 | | | 面粉 | 6.09 | -0.2 | -2.4 | | | 食用油 | | | | | | 豆油 | 12.78 | -0.1 | -1.5 | | | 花生油 | 28.71 | 0.1 | 0.0 | | | 菜籽油 | 16.72 | -0.1 | -1.4 | | | 调和油 | 15.56 | 0.0 | -0.8 | | | 猪肉 | | | | | | 后腿肉 | 26.76 | 0.2 | -9.7 | | | 鸡肉 | | | | | | 白条鸡 | 24.86 | 0.0 | -1.3 | | | 鸡蛋 | | | | | | 鲜鸡蛋 | 10.69 | -0.3 | -1.7 | | | 水产品 | | | | | | 其中：鲤鱼 | 22.53 | 1.6 | 4.4 | | | 鲢鱼 | 22.43 | 0.2 | 2.1 ...

春节，是辞旧迎新的美好时刻，是阖家团圆的温馨佳节，承载着家的温暖、亲朋的欢聚与岁月的安康。 当万家灯火璀璨、共享团圆时，总有一群人默默坚守，舍小家为大家，用敬业诠释担当，用奉献守护平 安。春节期间，东城融媒记者走进辖区各行各业，记录平凡身影的动人瞬间，推出"我的春节不打烊"栏 目，本期请看《朝内菜市场王洪艳：卖的是果蔬，更是团圆的盼头》。 走进朝内菜市场，红彤彤的春联缀满檐角，喜庆的福字铺满摊位，各式春节饰品琳琅满目、相映成趣， 浓郁的年味扑面而来。这座承载着几代老北京人集体记忆的老牌菜市场，在新春佳节之际，以充足的货 品供应、贴心的便民服务，稳稳守护着百姓的"菜篮子"与"果盘子"。这份藏在烟火里的温暖与安心，离 不开一群值守人员的默默坚守。 菜市场二层，300平方米的蔬果区井然有序，300余种果蔬新鲜饱满、色泽鲜亮，错落陈列在货架上，全 方位满足着百姓春节餐桌的多样需求与美好期盼。蔬果经理王洪艳正忙碌着将西红柿整齐码放到货架 上。"您瞧这西红柿，都是沙瓤的，软硬正合适，要是怕酸，回家放两天再吃，口感更绵密。"恰逢一位 老街坊驻足选购，王洪艳热情地招呼道，语气里满是邻里间的熟稔与热忱。 时代在变迁，年味亦有新 ...

Core Insights - The supply of essential food items in Jiangsu province is sufficient and prices are generally stable as the Spring Festival approaches, with a monitoring report indicating that out of 97 key food items, 54 saw price increases, 5 remained stable, and 38 experienced price declines [1] Group 1: Grain and Oil Prices - The prices of staple grains and oils remain stable, with specific prices for Northeast grade japonica rice, Northern Jiangsu grade japonica rice, and premium flour averaging 3.22 yuan, 2.69 yuan, and 2.96 yuan per 500 grams, showing a decrease of 0.3%, stable, and stable respectively [2] - The prices for 5L containers of first-grade rapeseed oil, peanut oil, and soybean oil are 81.71 yuan, 142.19 yuan, and 60.64 yuan, reflecting decreases of 1.0%, 0.6%, and 0.1% respectively [2] Group 2: Meat and Egg Prices - Prices for major meat products have seen slight increases due to pre-festival stocking demands, with lean pork and boneless hind leg pork priced at 14.54 yuan and 12.58 yuan, rising by 3.0% and 3.4% respectively [3] - Fresh bone-in lamb and beef shank prices are at 35.22 yuan and 46.25 yuan, increasing by 2.5% and 0.9%, marking a new high for the past year [3] - The price of whole chickens is 10.78 yuan, up by 0.5%, while egg prices have surged by 13.9% to 4.60 yuan [3] Group 3: Aquatic Products - Prices for freshwater fish show mixed trends, with grass carp and crucian carp priced at 9.89 yuan and 12.60 yuan, increasing by 5.1% and 4.4% respectively [4] - Conversely, prices for white catfish and flower catfish are 4.87 yuan and 9.70 yuan, decreasing by 1.2% and 0.7% [4] Group 4: Vegetable Prices - Vegetable prices are generally stable, with a total of 32 monitored vegetables showing 16 price increases and 16 decreases, maintaining an average retail price of 4.96 yuan [5] - Notable price increases include thin-skinned green peppers, winter melons, and Chinese cabbages, which rose by 9.9%, 9.2%, and 8.0% respectively, with winter melons reaching a three-year high [5] - Conversely, cauliflower, broccoli, and celery saw price declines of 16.4%, 7.2%, and 7.0% respectively [5] Group 5: Fruit Prices - Fruit prices are predominantly on the rise, with 4 out of 5 monitored fruits increasing in price, leading to an average retail price of 4.78 yuan, up by 1.5% [6] - Specific prices for bananas and navel oranges are 4.03 yuan and 4.98 yuan, reflecting increases of 8.3% and a decrease of 5.0% respectively [6]

Core Insights - The report provides a detailed overview of retail prices for various food items, highlighting both month-on-month and year-on-year changes in prices across different categories [1] Group 1: Grain Prices - Rice is priced at 6.51 yuan/kg, showing a slight increase of 0.2% month-on-month but a decrease of 0.9% year-on-year [1] - Flour is priced at 6.10 yuan/kg, remaining stable with no change month-on-month and a decrease of 2.4% year-on-year [1] Group 2: Cooking Oil Prices - Soybean oil is priced at 12.79 yuan/kg, with a month-on-month increase of 0.2% and a year-on-year decrease of 1.3% [1] - Peanut oil is priced at 28.69 yuan/kg, showing a month-on-month increase of 0.1% and a year-on-year decrease of 0.2% [1] - Canola oil is priced at 16.73 yuan/kg, with a month-on-month increase of 0.1% and a year-on-year decrease of 1.4% [1] - Blended oil is priced at 15.55 yuan/kg, reflecting a month-on-month increase of 0.1% and a year-on-year decrease of 0.8% [1] Group 3: Meat Prices - Pork (hind leg) is priced at 26.60 yuan/kg, showing a month-on-month decrease of 0.4% and a significant year-on-year decrease of 12.1% [1] - White strip chicken is priced at 24.82 yuan/kg, with a month-on-month increase of 0.2% and a year-on-year decrease of 1.7% [1] Group 4: Egg Prices - Fresh eggs are priced at 10.68 yuan/kg, reflecting a month-on-month increase of 0.5% and a year-on-year decrease of 6.7% [1] Group 5: Aquatic Product Prices - Carp is priced at 21.95 yuan/kg, with a month-on-month increase of 0.4% and a year-on-year decrease of 0.2% [1] - Silver carp is priced at 22.16 yuan/kg, showing a month-on-month increase of 0.5% and a year-on-year increase of 0.5% [1] - Grass carp is priced at 23.58 yuan/kg, reflecting a month-on-month increase of 0.2% and a year-on-year increase of 8.9% [1] - Crucian carp is priced at 29.83 yuan/kg, with a month-on-month decrease of 0.3% and a year-on-year increase of 2.5% [1] - Large hairtail is priced at 48.32 yuan/kg, showing a month-on-month increase of 0.2% and a year-on-year decrease of 0.9% [1] - Large yellow croaker is priced at 55.93 yuan/kg, reflecting a month-on-month increase of 0.6% and a year-on-year increase of 9.5% [1] Group 6: Vegetable Prices - The average price of vegetables is 8.47 yuan/kg, showing a month-on-month decrease of 0.8% but a year-on-year increase of 3.9% [1] - Notable month-on-month price increases include pumpkin at 5.81 yuan/kg (3.8%) and winter melon at 5.57 yuan/kg (3.5%) [1] - Significant month-on-month price decreases include tomatoes at 9.74 yuan/kg (-3.1%) and eggplants at 8.90 yuan/kg (-2.5%) [1]

Core Insights - The article highlights the increasing activity in the consumer market as the Spring Festival approaches, with many local markets experiencing high foot traffic and sales, but also facing issues such as poor sanitation and safety hazards [1] Group 1: Market Conditions - Many residents report problems in local markets, including dirty environments, delayed garbage collection, and unpleasant odors, particularly during winter [1] - The traditional market model, where farmers supply fresh produce directly, aligns well with consumer habits, especially for older demographics [1] Group 2: Upgrade Initiatives - Various regions are implementing agricultural market upgrade plans to address these issues, with Tianjin recently issuing guidelines for the systematic renovation of markets over 10 years old [1] - The focus of these upgrades is on improving quality without raising prices, ensuring convenience for consumers while maintaining the market's vibrant atmosphere [1] Group 3: Consumer Experience - Enhancing the shopping experience is crucial, with a focus on creating clean, dry, and well-ventilated environments through effective drainage and ventilation systems [2] - The elderly, a significant consumer group, require thoughtful adaptations in market design, such as maintaining cash payment options and providing accessible facilities [2] Group 4: Diverse Offerings - The development of a "15-minute convenient living circle" presents an opportunity for markets to diversify their offerings beyond just food, incorporating services like breakfast, ready-to-eat meals, and home services [3] - The goal is to transform markets into comprehensive service centers while ensuring they remain affordable and fresh, thus preserving their unique community atmosphere [3]

Core Viewpoint - The launch of "Shennong Meitehao" marks a significant step for Shanxi Province's consumer market, especially ahead of the Spring Festival, with the opening of 16 stores aimed at enhancing local supply and meeting consumer demand [1][3]. Group 1: Company Overview - "Shennong Meitehao" is backed by Shennong Technology Group Co., Ltd., a large state-owned agricultural technology enterprise in Shanxi Province, with strong foundations in grain, medicinal materials, and specialty agricultural products [3]. - The initiative represents a strategic move by the provincial state-owned enterprise to implement the provincial economic work meeting's directives and enhance the quality and efficiency of specialty agriculture [3]. Group 2: Market Strategy - The company has made thorough preparations for the Spring Festival market, focusing on ensuring the supply of essential goods such as grains, oils, meats, eggs, vegetables, and dairy products [3]. - There is a commitment to maintaining sufficient supply, stable prices, and a diverse range of products, with plans to gradually introduce more safe, high-quality, and traceable specialty agricultural products from the group [3].

Core Insights - The report provides a detailed overview of retail prices for various food items, highlighting both month-on-month and year-on-year changes in prices across different categories [1] Grain Prices - Rice is priced at 6.52 yuan/kg, showing no change month-on-month and a decrease of 0.5% year-on-year [1] - Flour is priced at 6.11 yuan/kg, with a slight decrease of 0.2% month-on-month and a 1.9% decrease year-on-year [1] Edible Oil Prices - Soybean oil is priced at 12.76 yuan/kg, with a marginal increase of 0.1% month-on-month but a decrease of 1.6% year-on-year [1] - Peanut oil is priced at 28.60 yuan/kg, showing a decrease of 0.2% month-on-month and a decrease of 0.5% year-on-year [1] - Canola oil is priced at 16.74 yuan/kg, with a 0.2% increase month-on-month and a decrease of 1.4% year-on-year [1] - Blended oil is priced at 15.50 yuan/kg, remaining unchanged month-on-month and showing a decrease of 1.1% year-on-year [1] Meat Prices - Pork (hind leg) is priced at 26.37 yuan/kg, with a 0.3% increase month-on-month but a significant decrease of 12.6% year-on-year [1] - White-cut chicken is priced at 24.71 yuan/kg, with a slight increase of 0.1% month-on-month and a decrease of 2.6% year-on-year [1] - Fresh eggs are priced at 10.27 yuan/kg, showing a notable increase of 1.5% month-on-month but a decrease of 12.7% year-on-year [1] Seafood Prices - Carp is priced at 21.57 yuan/kg, with a decrease of 0.6% month-on-month and a decrease of 2.1% year-on-year [1] - Silver carp is priced at 21.83 yuan/kg, showing an increase of 0.8% month-on-month and a 1.3% increase year-on-year [1] - Grass carp is priced at 23.29 yuan/kg, with a 0.8% increase month-on-month and an 8.8% increase year-on-year [1] - Crucian carp is priced at 29.72 yuan/kg, with a 0.3% increase month-on-month and a 3.8% increase year-on-year [1] - Large hairtail is priced at 47.95 yuan/kg, with a 0.2% increase month-on-month and no change year-on-year [1] - Large yellow croaker is priced at 55.01 yuan/kg, showing a decrease of 0.6% month-on-month but an increase of 8.7% year-on-year [1] Vegetable Prices - The average price of vegetables is 8.48 yuan/kg, with a decrease of 0.2% month-on-month and an increase of 7.2% year-on-year [1] - The top five vegetables with the highest month-on-month price increases include pumpkin (5.37 yuan/kg, +1.5%), green beans (12.08 yuan/kg, +1.3%), carrots (5.89 yuan/kg, +1.2%), winter melon (5.23 yuan/kg, +1.2%), and yam (12.86 yuan/kg, +1.1%) [1] - The top five vegetables with the largest month-on-month price decreases include cucumber (8.91 yuan/kg, -1.9%), cauliflower (8.34 yuan/kg, -1.9%), lettuce (8.06 yuan/kg, -1.6%), tomatoes (10.19 yuan/kg, -1.2%), and zucchini (8.32 yuan/kg, -1.2%) [1]

Core Viewpoint - The event "Supply and Investment Selection: Empowering the 'Hundred Million Thousand Project'" aims to create a "Supply and Marketing Market" that integrates local culture and consumer benefits, enhancing the community's festive atmosphere and promoting local products [2][4][8]. Group 1: Event Overview - The event was hosted by Guangzhou Supply and Investment Holding Group and took place at the Guangzhou Antique City Square [2][6]. - It focuses on creating a market that is "warm, flavorful, and affordable," deeply integrating Cantonese culture with consumer experiences [3][4]. Group 2: Objectives and Strategies - The event is a practical implementation of the spirit from the 8th National Congress of the All-China Supply and Marketing Cooperatives, aiming to enhance the "Supply and Investment" brand value [7][8]. - It seeks to bind supply culture with public service, injecting vitality into the "Hundred Million Thousand Project" [9]. Group 3: Product and Service Offerings - The event features a "Supply and Marketing Market" area showcasing quality products such as tea, dried goods, and specialty agricultural products, serving as a platform for expanding value-added services [24][25]. - A special area for gold and jewelry was created, offering professional appraisal and consultation services, along with competitive bidding activities for gold and jewelry items [34][35]. Group 4: Community Impact - The event achieved a total transaction volume of 4 million yuan, providing tangible benefits to the community and fostering a win-win development bridge for partners [41][42]. - It emphasizes the responsibility of Guangzhou Supply and Investment Holding Group in enhancing the "Supply and Marketing" brand while fulfilling its mission of serving the public and empowering the city [28][30].

Core Viewpoint - The article highlights the completion of a public service project in Huangpu District, which includes the establishment of a new standardized vegetable market and the renovation of two existing markets, aimed at improving local residents' access to essential food supplies [2]. Group 1: Project Completion - The Huangpu District has successfully completed the construction and operation of one new market and the renovation of two existing markets as part of its 2025 public service initiative [2]. - The newly built Jinghui Songyuan Market and the upgraded Huixuan Luxiang Garden Market and Wanyou Changjiang Market have filled the supply gap in the region, enhancing the food supply for local residents [2]. Group 2: Community Impact - The new and upgraded markets are designed to provide a better shopping experience for residents, ensuring that their basic needs for food, such as vegetables, rice, and fruits, are met more reliably and comfortably [2].