上市企业：北大荒（600598），苏垦农发（601952） 相关报告：智研咨询发布的《2026-2032年中国粮食行业市场行情监测及投资前景分析报告》 根据中国海关数据显示：2025年8月中国粮食进口数量为1409万吨，同比下降5.7%，进口金额为60.71亿 美元，同比下降10.6%，2025年8月中国粮食出口数量为22万吨，同比增长7.1%，出口金额为1.02亿美 元，同比下降11.2%。 近一年中国粮食进口情况统计图 数据来源：中国海关，智研咨询整理 近一年中国粮食出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

加强应急体系建设，提高粮食保障能力。加强粮食应急保障体系建设，强化应急知识宣传培训，指导粮 食应急保障企业保持必要库存量，促进储存、加工、运输、供应等各环节的有效衔接，全市2家应急加 工企业、3家应急储运企业、3家应急配送企业、18家应急供应网点运转正常，能够确保应急状态下粮食 供应。 加强监督检查管理，维护粮食市场秩序。认真贯彻执行《中华人民共和国粮食安全保障法》、《粮食流 通管理条例》、《山东省粮食安全保障条例》，深入开展粮食流通监管"铁拳行动"，全面推进依法管 粮，加强事中事后监管，不断加大市场监管力度，采取常态检查、"双随机"、"四不两直"等方式明察暗 访，以"零容忍"态度，严肃查处坑农害农行为，严厉打击损害国家利益以及各类扰乱粮食收购市场违法 违规行为，切实保护种粮农民和粮食经营者合法权益。 下一步，曲阜市将切实扛牢粮食安全政治责任，持续深化改革创新，进一步构建储备充实、管理规范、 流通高效、监管有力的粮食和物资储备工作格局，坚决守住管好"曲阜粮仓"，为建设更高水平"齐鲁粮 仓"贡献曲阜力量。(山东省曲阜市发展和改革局) 落实粮食收购政策，抓好粮食收储工作。曲阜市始终把夏粮收购作为一项重要工作来抓， ...

中国发展网讯山东省济宁市发展改革委聚焦保障粮食安全主责主业，扎实推动高质量发展，稳步推动全 市粮食工作迈向新台阶。全市粮食宏观调控、应急保供能力不断提升，仓储产业现代化水平明显改善， 粮食安全根基得到全方位夯实，各项重点工作取得长足进步。 安全储粮形势持续稳定。印发《关于做好2025年收购粮食质量安全风险监测工作的通知》，精心组织粮 食质量安全风险监测，严防发生区域性、系统性粮食质量安全风险。截至目前，济宁市已完成省局下达 的扦样任务，品质检验工作正在进行。指导承储企业严格执行粮食出入库质量检验等相关制度，落实必 检项目，截至目前全市政策性粮食质量完好。今年二季度，组织各县市区对全市政策性粮食的储粮安全 隐患情况、储粮管理制度建立执行情况等进行全面普查，共检查粮油承储企业18家，全市库存粮食粮情 稳定，均属宜存状态。认真落实"管行业必须管安全"的要求，坚决压实全市粮食和物资储备行业安全生 产监管责任，扎实推进粮食流通行业和谷物磨制领域安全生产治本攻坚三年行动，制定印发《全市粮食 行业安全生产隐患排查整治专项行动工作指南》，进一步强化组织领导，严格落实责任，全面防控安全 生产风险。加强安全生产培训宣传，先后组织 ...

Group 1 - The fifth Zhengzhou China Good Grain and Oil Products and Machinery Equipment Technology Trade Conference opened on September 11, focusing on "Empowering the Grain Industry Chain with Technology and Leading High-Quality Development with Green Initiatives" [1] - The conference lasts for three days and attracts leading enterprises, research institutions, and international buyers from the grain industry, featuring over 300 exhibitors across six major exhibition areas [1][2] - The event includes various activities such as grain industry development forums, product promotion meetings, and international procurement matchmaking, aiming to create new opportunities for shared development in the grain industry [1] Group 2 - The conference is a significant initiative by Henan Province to implement the "High-Quality Grain Project," promoting six enhancement actions including green storage and quality traceability [2] - The goal is to achieve a coordinated development of the industry chain, value chain, and supply chain, producing more high-quality grain and oil products to meet consumer demand [2] - The event aims to enhance inter-provincial and regional grain and oil trade cooperation, showcasing the development level of the grain industry and the achievements of the high-quality grain project [2]

Group 1 - The core viewpoint of the report indicates that China's grain import volume in July 2025 reached 14.06 million tons, representing a year-on-year increase of 1.1%, while the import value was $5.927 billion, showing a year-on-year decrease of 1% [1] - In July 2025, China's grain export volume was 210,000 tons, which is a year-on-year increase of 25.2%, and the export value was $10.7 million, reflecting a year-on-year increase of 15.3% [1] Group 2 - The data for the past year regarding China's grain import and export situations is compiled and presented in statistical charts, sourced from China Customs and organized by Zhiyan Consulting [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services, providing comprehensive industry solutions to empower investment decisions [2]

Core Insights - The report by Zhiyan Consulting highlights the trends in China's grain industry from 2025 to 2031, focusing on import and export data for June 2025 [1]. Import Data - In June 2025, China's grain imports totaled 14.4 million tons, representing a year-on-year decrease of 6% [1]. - The import value for the same period was $6.056 billion, reflecting a year-on-year decline of 9.5% [1]. Export Data - In June 2025, China's grain exports reached 230,000 tons, showing a significant year-on-year increase of 36.3% [1]. - The export value for this period was $12.8 million, which is a year-on-year growth of 26.7% [1].

Core Insights - The grain market is undergoing structural changes driven by consumption upgrades, accelerated urbanization, health demands, and changes in family structure [1][3][4] Group 1: Market Trends - The grain consumption market is evolving into a diverse and personalized landscape, with a shift towards multi-dimensional, individualized, and quality-focused products [2][4] - There is a growing preference for diverse staple foods, including oats, quinoa, and purple rice, with specific products catering to different consumer segments such as diabetics and the elderly [2][3] Group 2: Consumer Behavior - Higher living standards lead to increased willingness among middle and high-income groups to pay a premium for quality grain products [3][4] - The younger generation (Z generation) favors convenient products like instant grain meals, while older consumers prefer easily digestible options [2][3] Group 3: Product Development - The industry is seeing innovations in grain varieties, with research focusing on high-value and functional crops, such as strong gluten wheat and selenium-rich millet [4] - Packaging and marketing strategies are evolving, with a focus on appealing aesthetics and emotional connections through social media engagement [4] Group 4: Pricing and Value - Premium grain products can command a price premium of 30%-50% over standard products, with high-end gift packaging and specialty items achieving even higher premiums [4]

Group 1 - The 2025 China Grain Trade Conference is being held in Shenyang, Liaoning, focusing on the construction of "two new" and "two heavy" projects, attracting over 4,000 participating enterprises [1] - The conference showcases new products and technologies, including advanced grain storage equipment and intelligent solutions aimed at reducing grain loss [3][14] - The introduction of new technologies such as intelligent grain monitoring and pest control robots is accelerating the modernization of grain storage facilities in China [9][24] Group 2 - The conference features innovative equipment like the "cool warehouse," which employs insulation measures on all six surfaces to enhance grain storage conditions [16][18] - Since the 14th Five-Year Plan, over 1,200 grain storage enterprises have participated in high-standard grain warehouse construction, significantly improving key performance metrics [21] - The application of low-temperature and controlled-atmosphere storage technologies is crucial for ensuring grain quality and minimizing losses during storage [22][29] Group 3 - The current summer grain purchase is expected to reach around 100 million tons, maintaining a high level compared to recent years [33]

Core Insights - The 7th China Grain Trade Conference will be held in Shenyang on July 12, with over 4,000 enterprises participating and more than 50,000 industry personnel attending for product promotion, business negotiations, and grain procurement [1] - The conference aims to enhance the modernization of grain circulation, strengthen the supply capacity of high-quality grain, and optimize the development environment of the grain industry, focusing on building a national cooperation platform for production and sales [1][2] - This year's conference adopts a "1+2" model, featuring a main venue in Shenyang and sub-venues in Panjin and Chaoyang, covering an exhibition area of over 100,000 square meters, making it the largest in history [1] Industry Developments - Liaoning Province has implemented a "Five-Optimal Linkage" project to promote the upgrade of the entire grain and oil supply chain [2] - The province is focused on creating a public brand for high-quality grain and oil products, enhancing market recognition and brand influence [2] - The conference is organized by the China Council for the Promotion of International Trade Grain Industry Branch and the National Grain and Material Reserve Bureau, with local government support [2]

Core Viewpoint - COFCO Group is a leading player in China's grain industry and the largest grain and oil import-export enterprise, playing a crucial role in ensuring food security for the nation [1][3]. Group 1: Company Overview - COFCO Group, initially a small foreign trade company, has evolved into a major player in the grain industry since its establishment in 1949 [4][6]. - The company has a diverse portfolio of well-known brands, including "Fulinmen," "Great Wall," and "Jindi," which are integral to daily life in China [3][8]. - COFCO has consistently ranked among the top 500 global enterprises, showcasing its prominence in the food sector [3]. Group 2: Strategic Initiatives - In 2023, COFCO engaged in various strategic partnerships, including agricultural projects in Kazakhstan and collaborations with the South-to-North Water Diversion Company [3][8]. - The company has made significant contributions to the Belt and Road Initiative, enhancing its global footprint [3]. Group 3: Infrastructure Development - COFCO has established numerous national grain storage facilities across various provinces, significantly increasing its capacity over the years [10][12]. - The company has modernized its grain storage facilities with advanced technology, ensuring effective management and preservation of grain [16][17]. Group 4: Technological Integration - COFCO has integrated new technologies into grain storage, achieving over 90% integrity in grain condition monitoring systems [17]. - The company employs energy-saving measures in its grain storage operations, contributing to sustainability [19]. Group 5: Commitment to Food Security - COFCO's efforts in grain storage and management are vital for ensuring food safety and security for the Chinese population [24][26]. - The company is dedicated to leading the grain industry towards a prosperous future, reflecting its commitment to national stability and food security [26].