巴西肉类出口工业协会（ABIEC）负责人：50%的关税将使巴西无法向美国出口牛肉。 ...

金十数据7月9日讯，2021年7月8日，加工增值免关税政策在洋浦保税港区率先实施。自加工增值免关税 政策实施4年来，政策适用范围不断扩大，享惠面越来越广。目前，海南省共有加工增值备案或获批试 点企业122家，覆盖行业从最初的粮油、玉石、肉类等领域，已拓展到医药、珠宝、石化等多个制造产 业，呈现出产业"多点开花"的景象。据海口海关统计，加工增值免关税政策下，海南自贸港加工增值内 销货值100.3亿元，减免税约8.4亿元。 （央视新闻） 海南自贸港内销货值破百亿元 ...

海南省目前共有加工增值备案或获批试点企业122家，覆盖行业从最初的粮油、玉石、肉类等领域，已 拓展到医药、珠宝、石化等多个制造产业，呈现出产业"多点开花"的景象。据海口海关统计，加工增值 免关税政策下，海南自贸港加工增值内销货值100.3亿元，减免税约8.4亿元。加工增值免关税政策作为 海南自贸港"一线放开、二线管住"核心的税收政策之一，正不断推动着产业扩大、结构优化和就业增 长，成为海南自贸港经济高质量发展的重要引擎。 (央视新闻) ...

Core Insights - In June, the prices of food, tobacco, and alcohol decreased by 0.3% month-on-month, contributing to a decline in the Consumer Price Index (CPI) by approximately 0.09 percentage points [1] Price Changes in Food Categories - Fresh fruit prices fell by 3.3%, impacting the CPI by a decrease of about 0.07 percentage points [1] - Egg prices decreased by 2.9%, contributing to a CPI decline of approximately 0.02 percentage points [1] - Meat prices dropped by 0.6%, with pork prices specifically declining by 1.2%, affecting the CPI by a decrease of around 0.02 percentage points [1] - Fresh vegetable prices increased by 0.7%, leading to a CPI increase of about 0.01 percentage points [1] - Seafood prices also rose by 0.7%, contributing to a CPI increase of approximately 0.01 percentage points [1] Other Price Categories - Among the other seven major categories, three saw price increases while two remained stable and two decreased [1] - Prices for other goods and services, daily necessities, and healthcare rose by 0.5%, 0.2%, and 0.1% respectively [1] - Housing and transportation communication prices remained unchanged [1] - Clothing, education, culture, and entertainment prices decreased by 0.1% [1]

展望下半年，机构普遍认为流动性红利仍将延续，但需警惕高估值板块的业绩兑现压力。 2025年上半年，尽管受地缘冲突、关税政策等高风险因素持续影响，全球股票市场整体上仍然走出上涨 行情。 香港股市凭借20%的涨幅，在全球各大国际金融中心中表现最佳，估值洼地效应与资金回流共同推动股 指走高，新旧动能转换带来板块走势分化，同时打新赚钱效应也强势回归。 恒指上半年累涨20% 南向资金定价权提升 恒生指数上半年收报24072.28点，相比年初上涨20%，恒生科技指数和国企指数也有约19%的涨幅。 以恒指为例，从时间线上看，上半年主要经历两波从低位冲高的走势。 第一阶段：今年开年后，恒指波动向下，1月13日出现阶段性低位18671.49点，随后掉头向上，3月19日 升至2022年3月以来的新高24874.39点。期间，国产人工智能带来积极影响，众多上市企业完成接入 DeepSeek而引起投资者关注，市场开始讨论"AI+"带动中资股价值重估，股指随之持续攀升。 这一阶段的行情结束后，全球地缘冲突、美国公布关税政策等高风险事件导致全球股市大跌，港股也未 能幸免。 第二阶段：3月下旬开始，股指开始下行，至4月9日出现低位1926 ...

强化机制建设，常态监管织密防线。为巩固整治成效，推动实事办理常态化长效化，县局着力构建严密 监管网络：一是建立"检查、整改、回头看"闭环监管机制，对发现问题实行台账管理，确保整改到位。 二是加大日常巡查力度，压实经营者主体责任。三是强化部门协同联动，与农业农村、公安等部门建立 健全联合执法机制，形成监管合力。四是坚持突击检查与日常监管相结合，保持高压态势不松懈。 注重宣教引导，社会共治提升效能。 在严格执法同时，县局积极营造社会共治氛围：一方面，加大普 法宣传力度，通过典型案例曝光、"食品安全进社区"等活动，提升经营者守法意识和消费者维权能力。 另一方面，公开整治成效，回应群众关切，食品安全诚信经营环境得到明显改善，群众满意度显著提 升。 镇原县市场监管局负责人表示，将继续秉持"最严谨的标准、最严格的监管、最严厉的处罚、最严肃的 问责"要求，持续深化民生领域专项整治，不断筑牢食品安全防线，切实守护好人民群众"舌尖上的安 全"，以实绩实效提升群众获得感、幸福感、安全感。 镇原县市场监督管理局始终将保障人民群众"舌尖上的安全"作为头等大事和民生实事，紧盯群众在食品 安全领域的急难愁盼问题，以"零容忍"态度强力推进 ...

Core Viewpoint - The 2025 National Food Safety Publicity Week emphasizes the importance of food safety, particularly focusing on the pork industry, which plays a crucial role in China's meat consumption and food security [1] Group 1: Industry Overview - In 2024, China's total meat production is projected to be approximately 97.75 million tons, with pork accounting for 46% of this total, translating to a per capita pork demand of 41.3 kg, which represents 58.4% of the country's meat consumption [1] - The theme of this year's Food Safety Week highlights the need for comprehensive risk management across the entire pork supply chain, from farm to table [1] Group 2: Company Practices - Beijing Shunxin Agriculture Co., Ltd. (Shunxin Pengcheng) has established a robust food safety management system that covers key processes such as slaughtering, processing, and transportation, ensuring a high level of food safety [1][2] - The company operates modern breeding farms and implements standardized systems to control pig sourcing, ensuring traceability and quality from the very beginning [2] - Shunxin Pengcheng employs a strict pre-slaughter process, including health checks and a 12-hour resting period for pigs to minimize stress and enhance meat quality [2] Group 3: Technological Innovations - The company utilizes advanced automated slaughtering systems and innovative technologies to reduce microbial contamination and physical damage during processing [2][3] - A two-stage cooling process is employed to maintain the core temperature of fresh meat below 7°C, effectively extending shelf life and preserving quality [4] - The entire cold chain logistics process is maintained at temperatures below -18°C, ensuring freshness for consumers [5] Group 4: Quality Assurance and Certifications - Shunxin Pengcheng's commitment to quality is reflected in its adherence to multiple international food safety and quality management systems, including ISO22000, ISO9001, and HACCP [5] - The company implements a "risk assessment + process control" model for dynamic monitoring of all stages from raw material procurement to production and distribution [5] Group 5: Industry Impact and Responsibility - Shunxin Pengcheng serves as a model for the industry, demonstrating the importance of collaboration across the supply chain to ensure food safety [6] - The company emphasizes the role of technology in enhancing safety management efficiency and highlights its responsibility as a major supplier in the food safety sector [6] - The collective effort of producers, regulators, and consumers is essential for building a comprehensive safety network for pork products, contributing to the broader goal of a healthy China [6]

保单增信 解融资难题 人保财险山东省分公司充分发挥农业保险保单的增信作用，由农担为养殖主体作担保，银行为养殖主体 发放贷款，实现了保险、信贷、担保服务大融合，解决了养殖户的融资难题，形成了产业保险融资担保 服务闭环。同时，该模式以产品费率低、保额足等创新优势，降低养殖户自缴保费压力，有效放大财政 资金乘数效应，肉牛产业由此获得了坚实的系统性金融支撑。 滨州市肉牛产业在各方支持下形成了产业体系完备、质量效益明显、农户增收显著、内生动力强劲的肉 牛全产业链。2023年至2024年，累计承保能繁母牛、犊牛、肉牛8652头，累计提供风险保障金额1.39亿 元，撬动融资贷款1.5亿余元。在风险保障的坚实后盾和融资活水的充沛滋养下，滨州市肉牛产业在高 质量发展的道路上行稳致远。 滨州市阳信县是全国畜牧百强县，辖内拥有世界上最先进的屠宰加工生产流水线，肉牛屠宰量列全国县 级第一位，是当地促进乡村振兴的主导特色产业。但随着养殖规模不断扩大，面临的疫病、自然灾害、 市场价格波动等风险也日益凸显，加之肉牛养殖周期长、资金回流慢、缺乏贷款抵押物，"融资难、融 资贵"也成了困扰养殖户的一大难题。 人保财险山东省分公司深谙其困，于20 ...

Core Insights - Atria, a Finnish meat supplier, has launched official stores on Xiaohongshu and Douyin to offer antibiotic-free pork to Chinese consumers, emphasizing its superior farming standards and farm-to-table quality control [1][4]. Group 1: Company Overview - Atria is known for its high-quality meat products and has a strong commitment to antibiotic-free farming practices, utilizing local Finnish grains and adhering to Nordic animal welfare standards [3]. - The company has been exporting pork to China since 2017, becoming the first Finnish enterprise to do so, and aims to align its products with local consumer preferences for health and safety [4]. Group 2: Market Strategy - Atria recognizes the growing health consciousness among Chinese consumers, who are shifting from price sensitivity to prioritizing quality in meat consumption [4]. - The launch of Atria's stores on popular platforms like Xiaohongshu and Douyin is intended to provide easy access to its products, including various pork cuts, while also promoting a healthy lifestyle [6]. Group 3: Product Offering - The official stores feature popular pork products such as pork belly, pork shoulder, and tenderloin, with special promotions for new users and periodic discounts [6]. - Atria plans to continuously introduce more Finnish specialty meat products to enhance the health and dietary experience for Chinese consumers [6].

上海芸味食品有限公司是Kilcoy Global Foods的全资子公司，成立于2019年，负责中国市场的运营。该 公司通过直采澳大利亚谷饲牛肉，并在中国建立加工基地，确保产品从源头到餐桌的全程质量控制。上 海芸味食品有限公司目前在上海设有销售平台，产品覆盖高端餐饮连锁及零售渠道，年销售额近10亿美 元。 文章来源：金准资本 澳大利亚肉类产品供应商Kilcoy Global Foods周一（6月16日）向美国证券交易委员会（SEC）提交申 请，计划通过首次公开募股（IPO）筹集高达1亿美元资金。该公司计划在纳斯达克上市，股票代码为 KGF。 花旗和摩根士丹利担任此次交易的联席账簿管理人。 Kilcoy通过其在澳大利亚、美国和中国的战略运营，为40多个国家的客户提供各种肉类和其他蛋白质产 品。其客户包括二级（初级）和专用（即食/加热/食用）加工渠道的零售商和食品服务提供商，以及一 级加工渠道（生皮、牛脂）的公司。该公司是众多知名品牌在各个市场的主要多蛋白供应商，包括全球 顶级快餐连锁店和广受欢迎的全球高端快餐休闲汉堡连锁店，同时也是全球两大俱乐部连锁店在各个市 场的主要供应商。 这家总部位于澳大利亚伯蒂尼亚的公 ...