大家都知道，中国粮食库存，尤其是稻谷储备，一直稳坐全球头把交椅，手里攥着超过1亿吨的存量，差不多占全世界一半多。 可偏偏在2025年上半年，海关总署的数据一出炉，就让人有点摸不着头脑：1到5月，大米进口量同比猛涨86.8%，单月最高增幅甚至冲到77.6%。库存那么 多，还进口干啥？ 有人说中国在扫荡全球粮食，有人担心国内粮仓是不是出问题了。其实，这是中国在国际粮食市场上玩的一手聪明牌，利用低价机会搞套利，顺带调整国内 供应结构。 中国稻谷库存高企，这点没争议。农业农村部的统计显示，储备量超1亿吨，主要用来调控市场，不是天天扔到流通环节。2025年进口大米均价3545元一 吨，同比跌17.2%，比华南地区本地米还划算。 企业算账算得精明，越南、印度、泰国这些出口国为了抢中国市场，互相压价，中国坐收渔翁之利。数据上看，越南进口量从去年同期几乎为零，跳到近10 万吨，印度和泰国也跟上。 人民币汇率稳稳的，在7.15到7.21区间晃悠，企业敢签长单囤货。反观其他地方，阿根廷比索贬值超100%，土耳其里拉跌60%，出口商宁愿用人民币结算， 避开风险。中国就这样成了全球粮食贸易的稳定锚。 玉米和小麦进口量几乎腰斩，大米却 ...

（来源：每日粮油） 以粮油仓储贸易企业为例，目前全国粮食标准仓房完好仓容超过7.3亿吨，比"十三五"时期末增加5800 万吨，如果加上这几年民间资本建立的粮仓数量，该数据预计至少仍有30%以上的增长。 来源：每日粮油 关注每日粮油，了解全球市场最新动态。 近年来，随着全球国际形势的变化，各国在对包括粮食、原油、稀土、镍等大宗原料商品市场的争夺愈 加激烈，并传导至下游生产贸易企业层面，跨国性商品贸易集团的合并重组也愈加快速，在此期间，代 表我国走向世界粮食市场的中粮国际也快速成长为全球粮商巨头。 但由于此前中国在国际商品市场的失败案例，从2003年的第一次大豆危机，再到原油宝、中航油套保巨 亏等案例，让不少投资者对国际大宗商品交易工具——期货市场仍心有余悸。 在最近一次的内部讨论中，每日粮油就期货对粮食产业的风险规避问题也进行了简单的交流，特别是针 对当前国内玉米市场面临产量、需求不确定性，实体企业该如何利用期货工具避险？ 据悉，今年玉米市场走势较为复杂，部分网友认为今年黄淮地区遭遇历史罕见的持续阴雨天气，无论对 玉米的品质和产量都构成了极大的影响，且造成大面积的小麦冬播延迟，加上玉米价格已经跌至近10年 的低 ...

贸易商指出，此次招标允许从不同产地发运小麦，预计供应来源可能包括黑海地区或欧盟国家，后续可 能还会公布新的价格与采购数量。 《曙光报》网站11月12日报道，欧洲贸易商透露，阿尔及利亚通过一项仅限于穆斯塔加奈姆和提奈斯两 港口卸货的有限招标，采购了未披露数量的面粉小麦。采购价格预估以263至264美元/吨的价格运至穆 斯塔加奈姆港，而运往提奈斯港的价格则为270至271美元/吨。 ...

Group 1 - The eighth China International Import Expo (CIIE) serves as a platform for foreign companies to explore the Chinese market and reflects their intentions and expectations [1][2] - American companies are increasing their presence in the Chinese market despite trade challenges, with significant participation in the CIIE, showcasing over 50,000 square meters of exhibition space [2] - Companies like Cargill and GE Healthcare are demonstrating their commitment by presenting a wide range of innovative products and aiming for substantial new collaborations, with Cargill targeting over $3 billion in new partnerships [2] Group 2 - The American Grain Association emphasizes the CIIE as a bridge for understanding and trust, aiming to explore sustainable grain and energy systems with Chinese partners [2] - The American Soybean Export Association highlights the potential for growth in the Chinese market and expresses a desire to maintain strong relationships and trust with Chinese consumers [2] - Qualcomm and JLL are committed to aligning their technological visions and services with the needs of the Chinese market, indicating a long-term investment strategy in China [3]

Group 1 - The China International Import Expo (CIIE) serves as a platform for foreign companies to explore the Chinese market and indicates foreign investment trends [1][2] - American companies are increasing their presence in the Chinese market despite trade challenges, with significant participation from major firms like Cargill and GE Healthcare [2] - Cargill plans to achieve over $3 billion in new cooperation at the expo, showcasing over 100 innovative products, while GE Healthcare launched 18 new products, setting records for both new product quantity and global debuts [2] Group 2 - The expo facilitates understanding and trust between international and Chinese businesses, with American agricultural associations highlighting innovative applications of U.S. grains in food and feed [2] - American soybean exporters express confidence in the Chinese market's growth potential, emphasizing the importance of maintaining trust and relationships in ongoing trade [2] - Qualcomm and JLL reaffirm their commitment to integrating global technology with China's industrial needs, aiming to assist multinational companies in transforming exhibits into commercial opportunities [3]

Group 1 - The China International Import Expo (CIIE) serves as a platform for foreign companies to explore the Chinese market and indicates foreign investment trends [1][2] - American companies are increasing their presence in the Chinese market despite trade challenges, with significant participation from major firms [2][3] - The participation of U.S. companies at the CIIE has grown, with over 50,000 square meters of exhibition space, maintaining the largest presence for seven consecutive years [1][2] Group 2 - Major U.S. firms like Cargill and GE Healthcare are showcasing a wide range of products, with Cargill presenting over 100 innovative solutions and aiming for over $3 billion in new collaborations [2] - The U.S. Grain Council emphasizes the expo as a platform for enhancing understanding and trust, aiming for sustainable grain and energy systems in collaboration with Chinese partners [2] - Qualcomm and JLL express commitment to the Chinese market, highlighting the integration of global technology with local industry needs and supporting multinational companies in transforming exhibits into commercial opportunities [3]

Core Points - The 8th China International Import Expo (CIIE) will open on November 5 in Shanghai, with all preparations completed [1] - Major global industrial electrical companies and leading grain merchants will participate, showcasing 461 new products, technologies, and services [1] - The event will feature the 8th Hongqiao International Economic Forum, including a main forum and 33 sub-forums and closed-door meetings [1] - Advanced service guarantees have been established, incorporating digital twin and AI decision-making models for real-time power consumption assessment and fault prediction [1] - A rotating studio set up by China Central Television has been officially launched to provide comprehensive media coverage of the expo [1]

Core Points - The 8th China International Import Expo (CIIE) will be held from November 5 to 10 in Shanghai, featuring participation from 155 countries and regions, with over 4,108 foreign enterprises exhibiting, marking a record scale with an exhibition area exceeding 430,000 square meters [1][2] Group 1: Event Characteristics - The CIIE will focus on four main characteristics: maintaining an open approach, showcasing innovative achievements, promoting practical cooperation, and addressing both China's needs and global expectations [2][3] - Six countries, including Thailand and the UAE, will serve as guest countries, and the China Pavilion will highlight the latest achievements in deepening reforms and high-level opening during the 14th Five-Year Plan [2] - The event will feature 461 new products, technologies, and services, aiming to make the Chinese market a testing ground for global innovations [2][4] Group 2: Participation and Engagement - The exhibition area has increased to over 367,000 square meters, with more than 600 new exhibitors added compared to last year, including 290 Fortune 500 companies [2][3] - A total of 43 trade delegations and over 700 sub-delegations will attend for procurement discussions, with professional audience registrations reaching 449,500 [2][3] Group 3: Focus on Developing Countries - There will be participation from 123 countries involved in the Belt and Road Initiative, representing a year-on-year increase of 23.1%, and 163 enterprises from the least developed countries, up 23.5% [3] - The expo will expand the African product zone and support zero-tariff policies for products from African countries, with an 80% increase in African exhibitors [3] Group 4: Innovation and New Services - The expo will introduce new areas such as a "cross-border e-commerce preferred platform" and a "cross-border e-commerce service area" to enhance engagement with e-commerce platforms and new retail channels [5] - Digital services will be optimized, including a smart navigation system and AI digital service assistants providing multilingual real-time consultation [5] Group 5: Economic Impact - The CIIE is positioned as a key platform for China's high-level opening, aiming to inject certainty into the global economy amid profound changes in the global landscape [6][7] - China remains the world's second-largest import market, with imports of goods and services expected to exceed $15 trillion during the 14th Five-Year Plan, highlighting the potential of its vast market [7] - The expo aims to create a stable and transparent business environment, promoting trade and investment facilitation, and enhancing international cooperation [7]

Core Insights - The 8th China International Import Expo (CIIE) will be held in Shanghai from November 5 to 10, showcasing new products from leading companies in various sectors [1][3] - The expo will feature six major exhibition areas, including medical devices, automotive, technology equipment, consumer goods, agricultural products, and service trade, along with an innovation incubation zone [3][4] - The event aims to align with national strategies and emerging consumption concepts, such as the "ice and snow economy" and "silver economy," promoting cross-industry collaboration [3] Exhibition Highlights - Global leading companies, including top industrial electrical firms and major grain traders, will participate, with many debuting new products [3] - Notable first-time exhibits include a small-diameter controllable expansion vascular stent and a new pharmaceutical X-ray machine, among others [3] - The expo will introduce a "cross-border e-commerce preferred platform" and a "cross-border e-commerce service area" to enhance market access for international products [4] Development Focus - The expo emphasizes development empowerment by introducing new traffic and creating specialized events for e-commerce platforms and new retail channels [4] - It aims to create new models by leveraging international exhibition resources for shared benefits and expanding the African product zone to utilize "zero tariff" advantages [4] - Enhanced digital services will include a smart navigation system and AI digital service assistants for improved visitor experience [4]

Core Points - The 8th China International Import Expo (CIIE) will be held from November 5 to 10, with participation from 155 countries, regions, and international organizations, featuring 4,108 overseas enterprises and an exhibition area exceeding 430,000 square meters, marking a new record in scale [1] - The event will include the Hongqiao International Economic Forum, which will host 33 sub-forums and closed-door meetings, along with over 80 supporting activities such as trade negotiations and investment promotion [1] Group 1: Characteristics of the Expo - The expo will emphasize openness, with the launch of the "Shared Big Market · Export China" brand and a series of activities aimed at promoting exports [2] - It will showcase 461 new products, technologies, and services, focusing on future industries such as low-altitude economy and humanoid robots, while also introducing new themes like silver economy and sports economy [2] - The exhibition area has expanded to over 367,000 square meters, with more than 600 new participating enterprises, including 290 Fortune 500 and industry-leading companies, achieving historical highs in both exhibition area and number of enterprises [2] Group 2: International Participation - The expo will feature enterprises from 123 countries involved in the Belt and Road Initiative, representing a year-on-year increase of 23.1%, and 163 enterprises from the least developed countries, up 23.5% [3] - There will be an expanded African product zone to support zero-tariff policies for African countries, with participation from African enterprises increasing by 80% [3] Group 3: Innovative Display Areas - The expo will introduce specialized display areas focusing on new consumption themes and scenarios, including six major exhibition areas such as medical devices, automotive, and consumer goods [4] - Notable highlights include the "Import Sports Park" and "International Automotive Culture Display Area," with a focus on cross-industry collaboration [4] - Global leading companies will present groundbreaking products, including the first-ever small-diameter controllable expansion vascular stent and new pharmaceutical X-ray machines [4] Group 4: Development Empowerment - The expo will introduce new traffic channels, including a "Cross-border E-commerce Preferred Platform" and a "Cross-border E-commerce Service Area" to facilitate connections between international exhibitors and the Chinese market [5] - New service models will be implemented, leveraging international exhibition resources for shared benefits [5] - Enhanced digital services will include a smart navigation system and AI digital service assistants for real-time multilingual support [6]