（来源：黑龙江日报） 爱辉区风电项目施工现场。 □本报记者 赵吉会 2026年开年之际，黑河市以"开局即冲刺"的昂扬姿态，强力推动产业升级与项目建设，从传统产业链的深度 破界到发展动能的加速焕新，再到消费市场的全面升温，为"十五五"开局奠定坚实基础，展现出一幅热气腾 腾的振兴发展图景。 产业破界 从一根鹅毛到全链增值 1月末，位于嫩江市中小企业孵化园区的黑龙江超羽智能开发有限公司羽毛球生产线正式投产运营。这是我省 首个羽毛球生产项目，标志着嫩江大鹅产业突破传统养殖加工边界，在高附加值深加工领域迈出关键一步。 嫩江市作为全省大鹅养殖核心区，近年来深耕鹅产业全链条布局。2025年，该市大鹅养殖量达668万只，年屠 宰能力达1200万只，已构建起从种源孵化、规模化养殖到屠宰加工、品牌塑造的完整产业体系。如何从"量 大"走向"链强"？羽毛球项目落地成为关键一跃，标志着"养殖—屠宰—精深加工—品牌营销"的全产业链形成 闭环。 转自：黑龙江日报 爱辉区年货节助农带货直播现场。 动能焕新 从纸面签约到落地轰鸣 发展动能，在实干中集聚。2025年年末，孙吴县成功举办"投资龙江"2025-2026冬季招商启动会，拉开了冬季 招 ...

聚力服务大局，在扛牢使命责任上展现新担当。自觉将嫩江发展置于全省振兴战略中推进。坚决筑牢粮 食安全基石，落实千万吨粮食增产计划，今年将新建高标准农田50万亩，确保粮食播种面积稳定在988 万亩以上、总产超39亿斤，为"中国饭碗"贡献更多优质粮。全力建设区域发展高地，以打造黑龙江省西 北部经济社会发展集聚中心为目标，加快北漠高速、呼嫩公路等交通基础设施建设，提升要素集聚和资 源配置能力。切实守牢安全发展底线，统筹抓好安全生产、风险防范等工作，以高水平安全保障高质量 发展。 记者：赵吉会 省委十三届九次全会暨省委经济工作会议，为龙江振兴发展擘画了蓝图、明确了路径。嫩江市委书记崔 凯接受采访时表示，嫩江市将坚决扛起使命担当，自觉在全省发展大局中找准定位，锚定"冲刺县域经 济总量全省第一、推动地区生产总值向400亿元迈进"的"十五五"目标，抓实产业、抓优环境、抓牢根 基，全力推动2026年经济工作起好步、开新局，为龙江全面振兴贡献嫩江力量。 聚力产业攻坚，在锻造新质生产力上取得新突破。坚持把做实做强做优实体经济作为主攻方向。推动主 导产业集群跃升，围绕打造有色金属、大豆两个百亿级产业集群，今年重点推进总投资超75亿元 ...

Core Insights - The domestic soybean industry is experiencing differentiated competition due to the dual supply of domestic and imported soybeans, alongside an upgrade in the value extraction of domestic soybeans driven by consumption upgrades [1][3]. Group 1: Market Dynamics - A soybean oil pressing factory in Heilongjiang has chosen to halt production for maintenance, as the average price of imported soybeans is around 3900 yuan per ton, which is 100-200 yuan lower than that of domestic high-oil soybeans, and the oil yield from imported soybeans is 2-3 percentage points higher [3]. - In contrast, a deep processing soybean enterprise in Yucheng, Shandong, is experiencing a production peak, with products including soybean protein isolate, plant-based meat, and functional beverages, targeting markets that imported soybeans cannot easily replace [5]. Group 2: Procurement and Production Trends - The Yucheng soybean processing company has procured over 50,000 tons of new season soybeans, with over 30% being high-protein soybeans, marking a year-on-year increase of approximately 15% [7]. - A new soybean protein deep processing plant is under construction in Heilongjiang, expected to be operational by the end of the year, with an annual processing capacity of 150,000 tons of domestic soybeans [9]. Group 3: Product Development and Market Potential - The focus is on creating high-end differentiated soybean protein products, which can reach prices of 25,000 to 30,000 yuan per ton in applications such as health foods, special medical foods, infant foods, and elderly foods [11]. - Customs data indicates that from January to October 2025, China imported 95.682 million tons of soybeans, a year-on-year increase of 6.4%, suggesting a steady rise in overall demand for soybeans as the industry chain continues to extend [13]. Group 4: Future Outlook - The domestic soybean industry is expected to avoid homogenized competition with imported soybeans by leveraging the unique advantages of high-protein domestic soybeans, while also extending the industry chain [17].

Core Viewpoint - The article discusses the transformation of China's soybean industry from being heavily reliant on foreign investment and control to regaining pricing power and self-sufficiency in production, highlighting a 20-year struggle against foreign grain merchants [2][24]. Group 1: Historical Context - Twenty years ago, China's soybean industry faced a crisis with 85% of processing capacity controlled by foreign entities, leading to losses exceeding 8 billion yuan and the bankruptcy of nearly a thousand oil companies [2][11]. - The crisis was exacerbated by the sudden increase in soybean prices due to external factors, including a significant purchase announcement by China and adverse weather conditions affecting U.S. soybean production [5][7]. Group 2: Foreign Control and Market Manipulation - In 2003, the price of soybeans surged from 2,300 yuan per ton to 4,400 yuan per ton within six months, driven by speculation and manipulation from Wall Street capital [7]. - Following a brief spike in prices, the U.S. Department of Agriculture revised its soybean production forecasts, leading to a sharp price drop that caused severe financial distress for Chinese processing companies [9][11]. Group 3: Strategic Response and Recovery - China initiated a long-term plan to regain control over its soybean supply chain, focusing on diversifying sources, enhancing domestic production, and securing the entire supply chain [13][19]. - By 2017, Brazil accounted for 50% of China's soybean imports, and this figure is projected to rise to 73.3% by 2024, marking a significant shift away from reliance on the U.S. [15]. Group 4: Domestic Production and Policy Support - The Chinese government implemented policies to boost domestic soybean production, resulting in an increase in planting area from 12 million acres to over 14 million acres [17]. - By 2024, domestic soybean production is expected to reach 20 million tons, with over 60% being high-protein soybeans, achieving over 80% self-sufficiency in edible soybean demand [19]. Group 5: Market Dynamics and Pricing Power - The establishment of a diversified global supply network has allowed China to shift from a seller's market to a buyer's market, enhancing its bargaining power in international trade [26]. - The Dalian Commodity Exchange has emerged as a significant player in soybean pricing, with nearly 30% of global trading volume now denominated in yuan, indicating a shift in pricing power back to China [24][26]. Group 6: Conclusion and Implications - The victory in the soybean industry not only ensures food security for China's population but also serves as a warning for other critical industries about the importance of maintaining control over core technologies and supply chains [28].

Core Insights - The article discusses the evolution of China's soybean industry over the past two decades, highlighting the shift from dependence on imports to achieving greater self-sufficiency and control over the supply chain [1][36] Group 1: Historical Context - In the 1990s, China's demand for soybeans surged due to the growth of the livestock and soybean processing industries, but domestic production did not keep pace [2] - China's soybean farming was characterized by smallholder farming with low mechanization, leading to higher production costs compared to the U.S. [4] - The accession to the WTO in 2001 led to the removal of tariffs and import quotas, opening the market to foreign soybean imports [4][6] Group 2: Market Dynamics - By 2001, China imported over 10 million tons of soybeans, with two-thirds sourced from the U.S. [8] - A price spike occurred in 2003 due to geopolitical tensions and market speculation, leading to significant losses for Chinese processing companies [10][12] - The aftermath of the 2003 price surge resulted in the bankruptcy of nearly a thousand domestic oil companies, with foreign firms stepping in to acquire them [14][16] Group 3: Strategic Shifts - Starting in 2010, China began investing in Brazil's agricultural infrastructure, significantly improving logistics and reducing transportation times for soybean imports [17][19] - By 2024, Brazil's share of China's soybean imports is projected to reach 73.3%, marking a significant shift in sourcing away from the U.S. [19] - China has also developed a comprehensive supply network involving partnerships with other countries, enhancing its import capabilities [21][23] Group 4: Policy and Industry Development - The Chinese government has implemented policies to boost domestic soybean production, increasing planting areas and improving crop yields [23] - By 2024, domestic soybean production is expected to reach 20 million tons, with over 60% being high-protein varieties [23] - The restructuring of the grain and oil industry by major state-owned enterprises has strengthened China's position in the global soybean market [26][30] Group 5: Current Market Position - China's soybean trade has transitioned from a seller's market to a buyer's market, supported by a global supply network and enhanced domestic production capabilities [36] - The article emphasizes that food security is a critical issue, and China's strategic planning and execution have allowed it to regain control over its soybean supply chain [36]

Core Viewpoint - The article explores the historical significance and evolution of soybean production and trade, particularly focusing on China's role from being a major exporter to becoming a significant importer, and the implications of global market dynamics on this commodity [5][18][25]. Group 1: Historical Context of Soybean - In 1873, China showcased soybeans at the Vienna World Exposition, marking the beginning of its international recognition [5][8]. - By 1920, Northeast China's soybean production accounted for 88% of the world's total, with significant exports to Japan and Europe [11][9]. - The rise of soybean as a crucial economic resource for China coincided with political turmoil, leading to infrastructure developments like the Fenghai Railway [12][10]. Group 2: Shift in Global Dynamics - In the 1990s, China transitioned from a soybean exporter to an importer, influenced by the economic reforms and the entry into the WTO in 2001 [26][27]. - The 2003 drought in the U.S. led to a spike in soybean prices, resulting in significant procurement contracts from China, which later faced losses due to market corrections [28][30]. - By 2004, the number of soybean processing companies in China drastically reduced, with many being controlled by multinational corporations [31][33]. Group 3: Recent Developments and Future Outlook - In 2019, China initiated the "Soybean Revitalization Plan," aiming to increase domestic production and reduce reliance on imports [45]. - Brazil emerged as China's largest soybean supplier, with significant exports recorded in 2025 [46][48]. - The U.S. soybean market faced challenges as China began sourcing from other countries, raising concerns among American farmers about long-term market access [51][52].

Core Viewpoint - The article discusses the severe impact of China's halt in purchasing U.S. soybeans, leading to a crisis for American soybean farmers, despite record-high production levels. This situation is exacerbated by the historical context of U.S.-China trade relations and the strategic shifts in China's agricultural policies [5][7][9]. Group 1: Current Situation of U.S. Soybean Farmers - U.S. soybean production has reached a historical high, yet farmers face a "devastating blow" due to a lack of export orders, particularly from China, which has not placed any orders for the first time in nearly 20 years [5][7]. - In North Dakota, 70% of soybean storage facilities are full, leading to temporary outdoor storage and increased risk of spoilage, with insurance claims exceeding $500 million due to unsold soybeans [6][9]. - The absence of Chinese orders, which typically account for over 50% of U.S. soybean exports, has left farmers in a dire financial situation, struggling to repay loans taken against their crops [9][12]. Group 2: Historical Context and Trade Dynamics - The article outlines the historical shift of China from a soybean exporter to the largest importer, driven by U.S. agricultural policies and the introduction of genetically modified soybeans [14][18]. - The U.S. soybean industry has been heavily reliant on the Chinese market, with average annual imports from China supporting over 200,000 jobs in the Midwest [29][30]. - The trade tensions initiated by the Trump administration, including tariffs on Chinese goods, have led to retaliatory measures from China, significantly reducing U.S. soybean competitiveness [23][30]. Group 3: China's Strategic Response - China has been actively working to reduce its dependency on U.S. soybeans by diversifying its import sources, including increasing purchases from Brazil and Argentina, which offer lower prices and favorable tariffs [25][28]. - The Chinese government has implemented policies to boost domestic soybean production and reduce reliance on imported genetically modified soybeans, with plans to increase planting areas significantly [22][20]. - As of 2025, Brazil has become the largest supplier of soybeans to China, capturing 71.6% of the market share, while U.S. exports have plummeted to 12% [25][28].

Group 1 - The core viewpoint of the article is that Shuanghui Development (000895) has clarified its association with two joint ventures involved in the production and sales of soybean protein products [1] Group 2 - The joint ventures mentioned are Danisco Shuanghui Luhe Soybean Industry Co., Ltd. and Danisco Shuanghui Luhe Food Co., Ltd. [1] - These companies primarily focus on the production of liquid soybean concentrate protein and dry powder soybean isolate protein [1]

Core Viewpoint - Shandong Yuwang Ecological Food Industry Co., Ltd. is transforming the value of non-GMO soybeans through innovative technology and a full industry chain approach, significantly enhancing the agricultural sector and promoting health-conscious food alternatives [1][4]. Group 1: Company Innovations - Yuwang has developed the "Yuwang No. 1" soybean variety, which has a protein content that exceeds that of ordinary soybeans and some foreign varieties, positioning it as a benchmark in soybean breeding in China [1]. - The company has pioneered low-temperature desolventization technology and high gel protein preparation processes, breaking through domestic soybean deep processing technology bottlenecks and challenging international giants in the high-end soybean protein market [2]. - Yuwang processes 600,000 tons of non-GMO soybeans annually, producing 130,000 tons of soybean protein and 20,000 tons of plant-based meat, exporting to over 60 countries and regions [2]. Group 2: Product Development - The company offers over 100 products across four major categories, including soybean oil, defatted soybean powder, ready-to-eat snacks, and food-grade active cleaning agents, maximizing the value derived from soybeans [2]. - Yuwang has developed plant-based protein meat products, such as plant-based beef jerky and shredded vegetarian meat, promoting a health-conscious diet that emphasizes plant protein over animal protein [3][4]. Group 3: Environmental and Health Impact - The shift towards plant-based protein is seen as essential for sustainable development, with Yuwang's production of 120,000 tons of soybean protein saving 6.617 million acres of arable land and reducing carbon emissions by 12.19 million tons compared to equivalent beef protein production [4]. - The company advocates for a dietary shift towards "less meat protein, more soybean protein," aligning with global health trends and environmental sustainability [4]. Group 4: Future Directions - Yuwang is actively involved in national research initiatives aimed at advancing plant-based meat processing technologies, contributing to the high-quality development of China's soybean industry [5]. - The company aims to continue enhancing the soybean industry through high-end and intelligent upgrades, supporting rural revitalization and agricultural modernization [5].

Core Viewpoint - The article highlights the transformation and integration of the Heilongjiang soybean industry, emphasizing the role of modern financial tools like futures markets in enhancing the stability and competitiveness of the industry [1][5][10]. Group 1: Industry Overview - Heilongjiang province accounts for approximately 47% of China's soybean planting area and 45% of its production, making it a crucial contributor to the domestic soybean supply [2]. - The province is known for its high-quality soybeans, which are non-GMO and have high oil and protein content, leading to the establishment of well-known regional brands [2][3]. - The city of Suihua has become a major processing hub, achieving a processing scale of 1.65 million tons and generating sales revenue of 1.88 billion yuan in 2024 [2]. Group 2: Key Enterprises - Weiyi Northeast Company is a leading player in the industry, recognized for its "Weiyi" brand and its market dominance in soybean milk products [3]. - Other notable companies include Jinlong Oil and Dongxue Bio, which have also established themselves as key players in the soybean processing sector [3]. - The product lines of these companies have expanded beyond traditional soybean oil and meal to include soybean protein, dietary fiber, and soybean milk powder, with exports to various regions [3]. Group 3: Government and Association Support - Local governments are actively promoting the soybean industry through policies that enhance production and processing capabilities, including subsidies and support for deep processing enterprises [9]. - Industry associations play a vital role in technology promotion, product standardization, and training for farmers and enterprises to better utilize futures markets [9][10]. Group 4: Futures Market Integration - The integration of futures markets has become essential for soybean processing companies to manage costs and risks, with Weiyi Group adopting futures tools since 2014 to stabilize operations [5][6]. - The company has successfully reduced its raw material costs from 4,800 yuan per ton last year to below 4,000 yuan this year by strategically purchasing soybeans based on futures market signals [7]. - The "insurance + futures" model has benefited soybean growers, providing comprehensive risk management solutions [7][10]. Group 5: Future Prospects - The collaboration among government, associations, enterprises, and financial markets is driving the high-quality development of the Heilongjiang soybean industry [10][11]. - The ongoing transformation is expected to enhance the competitiveness of the industry, contributing to national food security and agricultural modernization [11].