油脂日报 | 2025-08-26 马棕高价或抑制需求，价格震荡调整 油脂观点 市场分析 期货方面，昨日收盘棕榈油2601合约9582.00元/吨，环比变化-10元，幅度-0.10%；昨日收盘豆油2601合约8488.00 元/吨，环比变化+30.00元，幅度+0.35%；昨日收盘菜油2601合约9891.00元/吨，环比变化+1.00元，幅度+0.01%。 现货方面，广东地区棕榈油现货价9550.00元/吨，环比变化+70.00元，幅度+0.74%，现货基差P01+-32.00，环比变 化+80.00元；天津地区一级豆油现货价格8620.00元/吨，环比变化+80.00元/吨，幅度+0.94%，现货基差Y01+132.00， 环比变化+50.00元；江苏地区四级菜油现货价格10010.00元/吨，环比变化+0.00元，幅度+0.00%，现货基差 OI01+119.00，环比变化-1.00元。 近期市场咨询汇总：马来西亚独立检验机构Amspec表示，马来西亚8月1-25日的棕榈油出口量为1065005吨，上月 同期为914924吨，环比增加16.4%。据国家粮油信息中心监测，目前我国10月船期大豆采购超7成， ...

证券代码：603822 股票简称：嘉澳环保 编号：2025-049 浙江嘉澳环保科技股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙江嘉澳环保科技股份有限公司（以下简称"公司"）根据《上海证券交易 所上市公司自律监管规则适用指引第 3 号——行业信息披露》其《第十三号—— 化工》、《关于做好主板上市公司 2025 年半年度报告披露工作的通知》要求，现 将 2025 年半年度主要经营数据披露如下： 注：生物质能源的产量未包含集团公司自用的产量。 （一）主要产品的价格变动情况（不含税） | 主要产品 | 年半年度平 2024 | | 年半年度平 2025 | 变动比例（%） | | --- | --- | --- | --- | --- | | | 均售价（元/吨） | | 均售价（元/吨） | | | 环保增塑剂 | | 9,081.23 | 8,549.49 | -5.86 | | 环保稳定剂 | | 12,018.19 | 11,133.07 | -7.36 | | ...

Core Viewpoint - The article discusses the recent trade agreement framework reached between the United States and the European Union, highlighting key areas of cooperation and tariff adjustments across various sectors [3]. Group 1: Trade Agreement Framework - The trade agreement framework includes 19 key points covering agricultural products, automobiles, aircraft, semiconductor chips, energy, EU investments in the US, environmental regulations, cybersecurity agreements, and digital trade barriers [3]. - The EU will eliminate tariffs on all US industrial products and provide preferential market access for various US agricultural products, including nuts, dairy, fresh and processed fruits and vegetables, processed foods, seeds, soybean oil, and meat products [4]. - The EU will extend the terms regarding lobster from the 2020 agreement, which was set to expire in July 2025, and expand the product range to include processed lobster [4]. Group 2: Tariff Adjustments - The US will apply the higher of the Most Favored Nation (MFN) tariff rate or a 15% tariff rate on most EU goods, which includes automobiles, pharmaceuticals, semiconductor chips, and timber [5][6]. - Starting September 1, 2025, the US will only apply MFN tariffs to certain products from the EU, including non-renewable natural resources, all aircraft and aircraft parts, generic drugs, and their raw materials [6]. Group 3: Energy and Investment Commitments - The EU plans to purchase US energy products, including liquefied natural gas, oil, and nuclear products, with expected purchases reaching $750 billion by 2028 [7]. - The EU commits to acquiring at least $40 billion worth of US artificial intelligence chips for the construction of data centers in Europe [7]. - European companies are expected to invest an additional $600 billion in strategic sectors in the US by 2028 [7]. Group 4: Future Cooperation - The EU will continue discussions with the US to negotiate further tariff reductions and identify additional areas for cooperation [9]. - The European Commission will initiate the implementation of the agreement's main content with the support of EU member states and the European Parliament [9].

证券代码：603182 证券简称：嘉华股份 公告编号：2025-019 山东嘉华生物科技股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露：第十四 号——食品制造》的相关要求，山东嘉华生物科技股份有限公司（以下简称"公 司"）现将 2025 年半年度主要经营数据公告如下： | | | 单位：万元 | | --- | --- | --- | | 项目 | 金额 | 比例（%） | | 大豆蛋白 | 39,554.66 | 58.23 | | 大豆油 | 14,944.04 | 22.00 | | 大豆膳食纤维 | 4,158.90 | 6.12 | | 低温食用豆粕 | 2,426.80 | 3.57 | | 蒸汽 | 3,115.44 | 4.59 | | 电力 | 1,666.80 | 2.45 | | 副产品 | 2,067.26 | 3.04 | | 合计 | 67,933.90 | 100.00 | 一、按产品 ...

Group 1 - The stock price of Daodaoquan is reported at 12.09 yuan as of August 13, 2025, with a decrease of 0.20 yuan, representing a decline of 1.63% from the previous trading day [1] - The trading volume on the same day was 142,185 hands, with a total transaction amount of 172 million yuan [1] - Daodaoquan operates in the food and beverage industry, primarily engaged in the production and sale of edible vegetable oils, including canola oil, soybean oil, and corn oil, under well-known brands such as "Daodaoquan" [1] Group 2 - The company recently announced a mid-year dividend plan for 2025, proposing a cash dividend of 1.76 yuan for every 10 shares, with an expected total cash payout of 60.54 million yuan [1] - The total amount of cash dividends and share buybacks accounts for 33.45% of the net profit reported in the first half of the year [1] Group 3 - On August 13, the net outflow of main funds for Daodaoquan was 19.46 million yuan, which is 0.56% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 59.95 million yuan, representing 1.74% of the circulating market value [1]

Core Insights - The FAO reported that global food commodity prices reached a two-year high in July, driven by significant increases in meat and vegetable oil prices, despite declines in grain, dairy, and sugar prices [1][2] Group 1: Food Price Index - The FAO Food Price Index averaged 130.1 points in July, up 1.6% from June, marking the highest level since February 2023, but still 18.8% lower than the peak in March 2022 [1] - The meat price index reached a record high of 127.3 points, increasing by 1.2% from June, influenced by strong import demand from China and the U.S. [1] Group 2: Vegetable Oil Prices - The vegetable oil price index surged to 166.8 points, a 7.1% increase month-on-month, the highest level in three years, driven by strong global demand and tightening supply [2] - Palm oil, soybean oil, and sunflower oil prices rose, while canola oil prices fell with the new season's harvest in Europe [2] Group 3: Grain and Dairy Prices - The grain price index fell to its lowest level in nearly five years due to seasonal supply pressures from the Northern Hemisphere's wheat harvest [2] - Dairy prices saw a slight decline for the first time since April 2024, with butter and milk powder prices dropping, offsetting increases in cheese prices [2] Group 4: Sugar Prices - The sugar price index has declined for the fifth consecutive month, despite signs of recovering global import demand, influenced by expected increases in production from Brazil and India [2] Group 5: Supply and Demand Estimates - The FAO did not update its grain supply and demand forecast data this month [3]

Core Viewpoint - The stock price of Daodaquan has decreased by 0.61% to 11.38 yuan as of August 4, 2025, with significant trading volume and a notable increase in net profit for the first half of 2025 [1] Company Performance - Daodaquan reported a revenue of 2.792 billion yuan for the first half of 2025, reflecting a year-on-year growth of 1.16% [1] - The net profit for the same period reached 181 million yuan, showing a substantial year-on-year increase of 563.15% [1] - The decline in raw material costs has contributed to the recovery of profitability, and the effectiveness of channel expansion has been significant [1] Shareholder and Market Activity - As of July 31, 2025, the number of shareholders decreased by 7.72%, indicating an increase in share concentration [1] - On August 4, 2025, the net outflow of main funds was 12.508 million yuan, accounting for 0.39% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 41.6043 million yuan, representing 1.28% of the circulating market value [1]

Core Viewpoint - The article discusses the results of drug production supervision inspections conducted by the Jiangxi Provincial Drug Supervision Administration from January to June 2025, highlighting compliance and non-compliance among various pharmaceutical companies [2][3][4]. Summary by Category Inspection Results - A total of 23 pharmaceutical companies were inspected during the first half of 2025, with most companies found to be compliant with the Good Manufacturing Practice (GMP) standards [2][3]. - Specific companies such as Jiangxi Ma Kang Pharmaceutical Co., Ltd. and Jiangxi Chengzhi Yongfeng Pharmaceutical Co., Ltd. were noted for their compliance in producing various drug forms including eye drops and traditional Chinese medicine [2][3]. Compliance Details - Companies like Jiangxi Qinfeng Pharmaceutical Co., Ltd. and Jiangxi Yichuan Pharmaceutical Technology Co., Ltd. were recognized for their adherence to GMP during inspections, covering a range of products from small volume injections to tablets [3][4]. - The inspections included checks on production lines for specific drugs, ensuring that companies met the required safety and quality standards [2][3]. Non-Compliance Issues - Some companies faced issues during inspections, although the article primarily focuses on those that complied with regulations [2][3]. - The inspections aimed to ensure that all pharmaceutical products manufactured in the province meet the necessary legal and quality standards [2][3][4].

Price Trends in Binzhou, Shandong Province - In the first half of 2025, the price of raw grains in Binzhou showed a steady increase, while grain and oil prices remained stable. Pork prices decreased slightly, beef and lamb prices increased to varying degrees, and egg prices continued to decline [1][2]. Grain Prices - Wheat prices remained stable at a low level, with an average market purchase price of 1.22 yuan per jin from January to June, a year-on-year decrease of 9.67%. The decline narrowed each month, indicating a gradual upward trend [1]. - Corn prices exhibited a strong upward trend, with an average purchase price of 1.12 yuan per jin in the first half of the year, which is 5.2% lower than last year. From March, the year-on-year decline significantly narrowed, and by June, prices had increased by 21.21% compared to the beginning of the year [1]. Oil and Other Commodities - The prices of cooking oils remained stable, with peanut oil averaging 154.95 yuan for 5 liters and soybean oil at 63.03 yuan for 5 liters. Other staple food prices, such as flour and rice, also showed stability [1]. Meat Prices - Pork prices showed a gradual decline, with an average purchase price of 35.52 yuan per jin, an increase of 8.23% year-on-year. Retail prices for lean pork and pork belly were 15.62 yuan and 15.28 yuan per jin, respectively, reflecting year-on-year increases of 2.03% and 2.71% [2]. - Beef and lamb prices saw slight increases, with retail prices at 34.2 yuan and 40.2 yuan per jin, respectively. Beef prices had a significant decline earlier in the year, but the decline narrowed by May and June [4]. Egg and Vegetable Prices - Egg prices continued to decline, with an average retail price of 3.84 yuan per jin, down 8.79% year-on-year. The most significant declines occurred in February and June, with year-on-year drops of 15.41% and 24.2%, respectively [4]. - Vegetable prices showed a gradual decline, with an average retail price of 3.06 yuan per jin, down 11.3% year-on-year. Certain vegetables experienced significant price drops, with celery and cabbage seeing declines of 52.6% and 26.4%, respectively [4]. Fruit Prices - Fruit prices remained stable, with apples averaging 5.03 yuan per jin and oranges at 4.38 yuan per jin, both showing year-on-year declines. However, banana prices increased by 15.67% to an average of 3.38 yuan per jin [5].

Core Viewpoint - The Dalian Municipal Market Supervision Administration has announced the results of food safety inspections, revealing that out of 499 batches tested across 11 categories, 10 batches were found to be non-compliant with food safety standards [2][3]. Group 1: Inspection Overview - The inspection covered 11 categories including grain products, edible oils, dairy products, snacks, and health foods, totaling 499 batches [2]. - A total of 10 batches were identified as non-compliant, prompting further investigation and action by local market supervision authorities [2][3]. Group 2: Standards and Testing - The inspections were conducted based on various national food safety standards, including GB 2762-2022 for contaminant limits and GB 2760-2014 for food additives [3]. - Specific testing parameters included peroxide value, benzo[a]pyrene, and various pesticide residues, among others [3]. Group 3: Non-compliant Products - The non-compliant products included items from two production enterprises and involved 10 sampling units [3]. - Examples of non-compliant findings included pesticide residues exceeding allowable limits in agricultural products, such as 0.041 mg/kg of dichlorvos in ginger, which exceeds the limit of 0.02 mg/kg [4].