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标准空白下的竞逐:可生食鸡蛋企业的“品质长征”
在中国人的餐桌上,鸡蛋多以全熟形式出现——煮、炒、蒸,高温是安全的保障。但这种习以为常的饮食习惯,正在悄然发生改变。 随着国人生活水平的提高,饮食向多元化发展,半熟蛋、生食蛋等"非全熟"吃法逐渐走入大众视野,可生食鸡蛋这一品类也因此受到大众、市 场、媒体的广泛关注。天猫生鲜行业高级运营专家管慧丽在中国可生食鸡蛋品质标准共识论坛上透露,"当前天猫平台上超过一半的商家已布 局可生食鸡蛋,其成交额贡献接近整个蛋品行业的70%。" 而这场行业瞩目的共识论坛在9月24日于青岛举办,来自企业、高校、科研机构等代表共同呼吁,建立统一的可生食鸡蛋质量行业标准,回应 消费热度背后的安全关切。以可生食鸡蛋为起点,不仅有望带动蛋品行业整体迈向更高标准,也将推动行业由"量"的扩张转向"质"的提升,以 更健康、更安全的方式满足消费者的期待。 谁来定义"可生食"? "可生食鸡蛋相关品类词的搜索量已经超过土鸡蛋,正以持续高速的增长率扩大市场规模。"管慧丽指出。随着西餐、日料逐渐走进国人的日常 饮食中,非全熟鸡蛋的食用习惯逐渐被培养起来。而这背后是营养科学的观念的支持,《鸡蛋食用营养指南(2022)》指出,溏心蛋烹饪方式蛋 白质吸收利用率更 ...
广发期货《农产品》日报-20250902
Guang Fa Qi Huo· 2025-09-02 05:25
Report Industry Investment Ratings No relevant information provided. Core Views of the Reports Fats and Oils Industry - Palm oil futures are expected to return to 4500 ringgit, and the domestic palm oil futures may gradually rise after the adjustment, with a view of near - term weakness and long - term strength. US soybean oil has a downward space in the short term, while domestic soybean oil may see a decrease in inventory and a rise in the spot basis in the future [1]. Corn Industry - The short - term corn futures are in a rebound and consolidation stage, and the medium - term situation remains weak. It is advisable to consider shorting on rallies [2]. Sugar Industry - The international raw sugar is expected to consolidate in the 15 - 17 cents/pound range. The domestic sugar price will maintain a wide - range oscillation, and the 01 contract is expected to oscillate narrowly around 5500 - 5700 [7]. Cotton Industry - The cotton price center has risen, but there is no obvious upward driving force. It is expected to maintain a high - level oscillation in the range of 13500 - 14500 yuan/ton [8]. Pig Industry - The spot price of pigs is stabilizing with slight fluctuations. It is recommended to wait and see, and pay attention to the support levels of the 11 and 01 contracts [9]. Meal Industry - The domestic meal prices have limited downward space. It is advisable to wait for the market to stabilize and then go long at low levels in the 3000 - 3050 range [11]. Egg Industry - Egg prices may rebound in early September, but the overall increase is limited, maintaining a bearish view [15]. Summary by Related Catalogs Fats and Oils Industry - **Price Changes**: On August 29, Y2601 decreased by 0.52%, and the palm oil futures price also showed certain fluctuations. The price of soybean oil and palm oil in the spot market also changed to different degrees [1]. - **Fundamentals**: Malaysian palm oil production growth is lower than export growth, and the market expects limited inventory growth at the end of August. The US biodiesel policy for soybean oil is unclear, and the domestic demand for soybean oil is improving [1]. Corn Industry - **Price Changes**: On September 1, 2025, the price of corn 2511 increased by 0.27%, and the price of corn starch 2511 increased by 0.32%. The spot prices and spreads also changed [2]. - **Fundamentals**: Northeast corn traders have insufficient inventory, but there is supplementary auction grain. Spring corn in North China is gradually on the market, and the new - season corn has a large expected increase in production. The demand side has relatively sufficient inventory and weak purchasing enthusiasm [2]. Sugar Industry - **Price Changes**: On September 1, 2025, the price of sugar 2601 increased by 0.04%, and the price of ICE raw sugar decreased by 0.97%. The spot prices and spreads also changed [7]. - **Fundamentals**: The supply of raw sugar is expected to increase, but the Brazilian sugar production may be revised down. The 09 contract is affected by beet warehouse receipts, and the demand side is relatively stable during the double festivals [7]. Cotton Industry - **Price Changes**: On September 1, 2025, the price of cotton 2509 increased by 0.73%, and the price of cotton 2601 increased by 1.21%. The spot prices and spreads also changed [8]. - **Fundamentals**: The supply of new cotton is yet to be verified, the inventory is relatively tight before the new cotton is on the market, the demand has improved marginally since August, but the downstream improvement is not obvious [8]. Pig Industry - **Price Changes**: On September 1, 2025, the price of live pigs 2511 decreased by 0.26%, and the price of live pigs 2601 decreased by 0.50%. The spot prices and spreads also changed [9]. - **Fundamentals**: The spot price of pigs is stabilizing, the slaughter volume has increased, and the market demand is expected to improve with the approach of the school season and cooler weather, but there may be a wave of concentrated slaughter before the double festivals [9]. Meal Industry - **Price Changes**: On September 1, 2025, the price of soybean meal M2601 increased by 0.53%, and the price of rapeseed meal RM2601 increased by 1.21%. The spot prices, spreads, and crushing margins also changed [11]. - **Fundamentals**: The expected high yield of US soybeans suppresses the market, the Sino - US negotiation has no substantial progress, and the domestic supply concern has eased [11]. Egg Industry - **Price Changes**: On September 1, 2025, the price of egg 09 contract increased by 0.28%, and the price of egg 10 contract increased by 0.31%. The spot prices, spreads, and related indicators also changed [14]. - **Fundamentals**: The number of newly - opened laying hens in September may decrease, and the demand will weaken after the Mid - Autumn Festival [15].
【大宗周刊】绿证价格飙升,电力交易市场有新情况!涉及大宗商品,舟山市作出部署
Qi Huo Ri Bao· 2025-07-21 00:30
Group 1: Overview of Zhoushan's Development - Zhoushan is positioned as a blue gateway in the Yangtze River Delta economic circle, making significant strides in the oil and gas industry chain reform, with bonded fuel oil bunkering volume ranking among the top globally [1] - The establishment of the "Zhejiang International Commodity Trading Center" aims to expand the oil and gas industry chain experience to other commodities like iron ore, non-ferrous metals, and quality proteins, marking a new chapter in integrated reform [1][2] - The local government has outlined a clear path for the construction of the commodity trading center, focusing on enhancing trading platform construction, service levels, and price influence [1][4] Group 2: Integration and Expansion of Trading Platforms - Since 2025, Zhejiang's government has actively promoted the integration and enhancement of commodity spot trading platforms, leading to the establishment of the Zhejiang International Commodity Trading Center [2] - The center aims to create a comprehensive platform for spot trading of various commodities, transitioning from a single oil and gas focus to a broader range of commodities [2] Group 3: Price Index and Market Influence - "Zhoushan Price" has emerged as a significant price index for low-sulfur fuel oil, breaking the overseas market's monopoly on pricing [3] - The Zhejiang International Oil and Gas Trading Center has launched several price indices and market products, including the "Zhoushan Biodiesel Storage Comprehensive Price" and "LNG Tank Truck Freight Index," enhancing the influence of Zhoushan's pricing [3] Group 4: Government Initiatives and Future Plans - The Zhoushan government has been actively working on policies to support the trading center's development, including financial support and talent development initiatives [4] - Future plans include further integration of trading platforms, enhancing trading varieties, and optimizing trading models to boost trading scale and price influence [4]
不断畅通要素流动“血脉”——加快建设全国统一大市场一线观察之五
Xin Hua Wang· 2025-07-10 16:07
Core Viewpoint - The construction of a unified national market is essential for the smooth flow and efficient allocation of resources, which is a cornerstone for high-quality development [1] Group 1: Policy and Reform Initiatives - The Central Committee and State Council have emphasized the need to promote the free flow of goods and resources across a larger scope, aiming to create a unified market for factors and resources [1] - Various regions are intensifying reforms for market-oriented allocation of factors, continuously improving the institutional framework to enhance the flow of resources [1][3] - A series of reform measures are being implemented to address issues such as rural land utilization, urban settlement policies, and the integration of capital markets for small and medium enterprises [5][9] Group 2: Talent Mobility and Development - The facilitation of talent mobility is a critical aspect of building a resource market, with significant reforms in regions like Shenzhen and Chongqing to attract and retain skilled professionals [2][3] - In Shenzhen, over 12,000 Hong Kong residents have benefited from relaxed employment regulations, enhancing the local talent pool [2] - In Chongqing, reforms have led to the recognition of 645 rural talents with senior titles, addressing talent shortages in public services and engineering [2] Group 3: Market Mechanisms and Efficiency - The establishment of unified trading rules and standards is crucial for breaking down barriers and enhancing the efficiency of resource transactions [6][10] - The electricity market in Shanxi exemplifies the shift towards a competitive pricing mechanism, allowing for real-time price adjustments and promoting the utilization of renewable energy [7] - The data market is projected to exceed 160 billion yuan in transaction volume by 2024, reflecting a 30% year-on-year growth, indicating positive trends in the factor market [6] Group 4: Ecosystem Development and Collaboration - A robust ecosystem is vital for the orderly flow of resources, with initiatives aimed at attracting diverse participants to create complete industrial chains [11] - The Shenzhen Data Exchange has seen a compound annual growth rate of over 50% in transaction volume, indicating a thriving data trading environment [11] - Collaborative efforts across regions, such as the G60 Science and Technology Innovation Corridor, aim to integrate supply chains and enhance innovation ecosystems [12]
一年卖出18亿,黄天鹅到底是“智商税”还是“国货之光”?
Zhong Guo Shi Pin Wang· 2025-06-19 09:46
Core Viewpoint - The emergence of "raw-eating eggs" is transforming consumer perceptions of eggs in China, with Huang Tian E leading the high-end egg market, selling 1.8 billion eggs annually [1][4]. Industry Overview - "Raw-eating eggs" are not just a marketing gimmick but represent a significant industry standard shift, focusing on controlling microbial contamination from the source, particularly Salmonella, which is a major cause of foodborne illnesses [4]. - The production of raw-eating eggs requires a comprehensive source system, high-density testing, and a full-process quality traceability system, which is more advanced than traditional egg safety measures [4]. Company Strategy - Huang Tian E is the first domestic brand to establish a full industry chain for raw-eating eggs, including hatchery, feed processing, breeding farms, grading factories, and cold chain logistics, creating a closed-loop system [5]. - The company adheres to a "zero detection of Salmonella" standard, with rigorous testing and processing protocols for each egg, ensuring safety and traceability [5]. Product Differentiation - Huang Tian E uses high-quality natural feed ingredients, avoiding cheap alternatives, which enhances the flavor and nutritional content of their eggs, resulting in a richer yolk color and better taste [8]. - The protein digestibility of their raw-eating eggs is reported to be as high as 99% when cooked to a soft-boiled state, significantly higher than fully cooked eggs [10]. Market Performance - Huang Tian E achieved a market penetration rate of 78.8% in the raw-eating egg category in 2024, indicating strong consumer preference [11]. - The brand has established a presence in major online and offline retail channels, ensuring rapid delivery and accessibility to consumers [11]. Industry Recognition - Huang Tian E has received multiple accolades, including recognition as a key leading enterprise in agricultural industrialization and awards for contributions to food safety and innovation, validating its business model and the trend towards standardized food products [11]. Conclusion - The concept of "raw-eating" eggs poses new challenges for the industry, and Huang Tian E exemplifies how a focus on systems, standards, and execution can redefine the future of egg products in China [12].
此物不只应天上有!宇航级民用食品如何惠及万千消费者?
Zhong Guo Shi Pin Wang· 2025-04-29 06:14
Core Viewpoint - The collaboration between Chinese aerospace technology and the food industry, exemplified by the partnership between Saint Dile and the Chinese space program, aims to elevate food safety standards and make high-quality, space-grade food accessible to the public [1][8]. Industry Transformation - The agricultural and food industry in China is undergoing a technological revolution, moving from traditional farming methods to a model that integrates technological innovation to meet consumer demands for safety, nutrition, and taste [3]. - The integration of biotechnology, digital technology, and aerospace technology is reshaping the underlying logic of the industry, enabling a shift from "scale expansion" to "value creation" [3]. Quality Control and Standards - Saint Dile has implemented rigorous quality control measures, aligning with international standards through the "SDL standard," which includes 1185 quality control points and 88 production standard documents [3][4]. - The company has achieved a 100% pass rate in national supervision checks for 827 batches, becoming the only egg producer to receive both NSF certifications for "edible eggs" and "antibiotic-free products" [4]. Technological Empowerment - The establishment of a digital platform based on SAP ERP has enabled comprehensive collaboration across the entire supply chain, enhancing transparency and quality tracking from breeding to retail [4]. - Saint Dile's innovative practices include the development of a proprietary probiotic formulation for egg-laying hens and the use of chips in logistics for traceability [3][4]. Public Engagement and Marketing - Saint Dile is actively engaging consumers through various initiatives, such as "space-themed" activities and automated egg vending machines that provide access to "space inspection reports" [7]. - The company aims to reshape consumer perceptions of food safety by integrating aerospace technology into everyday dietary choices, thereby enhancing public confidence in food safety [7]. Future Outlook - The company plans to deepen its collaboration with the China Aerospace Foundation to further develop high-standard egg products and enhance national nutrition levels [7][8]. - The overarching goal is to make aerospace-grade food a common reality for consumers, reflecting a commitment to quality and safety in the food industry [8].