经济日报记者 乔金亮 提高优质蛋白食物生产和消费。中国工程院院士、中国农业大学营养与健康研究院院长任发政介 绍，从食物来源看，动物性蛋白质和大豆蛋白质都是优质蛋白质。当前我国居民食物消费结构正在升 级，未来10年至15年优质蛋白需求将持续上升；同时，居民更注重食物营养，偏好高品质的肉、蛋、 奶。因此，"稳定肉蛋，增加水产品、奶类和大豆"是优质蛋白食物消费的优化方向。要增加供给总量， 提高营养品质，优化肉类和乳制品消费结构。 加快营养型食物研发和加工。中国工程院院士、中国农业科学院油料作物研究所研究员李培武表 示，当前，优质食物供给不足、消费者能量过剩与微量营养素不足并存；营养相关慢性病患者、特殊环 境作业人员的膳食需求难以满足。急需构建食物营养科技创新体系，加强食物与营养健康基础研究及应 用研究，助力突破传统食物生产与加工的局限，打造多层次的营养型食物产业体系。这涵盖了从科技创 新体系构建、良种培育与装备研制，到食药物质开发、特殊人群膳食定制以及农产品高值化加工等多个 环节。 2025年中国农民丰收节金秋消费季活动日前启动。活动发布了城乡联动促消费倡议，6家电商平台 推出消费补贴、流量扶持等25项惠农措施，8 ...

Core Viewpoint - The domestic market for essential goods remains stable and well-supplied despite recent heavy rainfall and flooding across multiple regions in the country [1] Group 1: Market Monitoring and Response - The Ministry of Commerce has initiated daily monitoring of the prices and quantities of essential goods such as grain, oil, meat, eggs, milk, fruits, and vegetables in response to the flooding [1] - Measures include organizing trade and circulation enterprises to increase inventory and prepare for the regulation of meat and vegetable supplies [1] - As of July 31, wholesale prices for grain, edible oil, pork, vegetables, and fruits have remained stable compared to the previous week [1] Group 2: Ongoing Flood Prevention Efforts - The country is currently in a critical flood prevention period, referred to as "July down, August up," and the Ministry of Commerce will continue to monitor supply conditions in key areas [1] - Preparations for the transportation of essential goods are being made to ensure market stability [1]

Group 1: Company Overview - Yuran Dairy's stock price has increased from 1.03 HKD to 3.92 HKD, indicating significant growth potential despite current valuations [1][3] - The company has a strong relationship with Yili, selling nearly all its products to them, which provides a stable revenue stream [3][4] - Yuran Dairy's high debt ratio is a concern, but its cash flow is robust due to guaranteed sales to Yili [4][8] Group 2: Investment Strategy - The investment approach for Yuran Dairy has shifted from a left-side trading strategy (buying on dips) to a right-side strategy (buying on upward trends) [2][4] - The company is expected to benefit from an industry cleanup starting in the second half of 2024, which could improve profitability [2][8] - The current market conditions and capital inflow into the dairy sector have positively impacted Yuran Dairy's stock price [4][5] Group 3: Market Dynamics - The dairy farming industry is facing high levels of debt and losses, with 90% of companies in the sector currently unprofitable [8] - The cyclical nature of the pig farming industry is highlighted, suggesting that similar dynamics may affect dairy farming in the future [5][8] - The upcoming third quarter is critical for cash flow management in the dairy sector due to the need for feed purchases [7][8]

Core Points - The Zhuhai Market Supervision Administration has conducted a food safety inspection campaign called "You Order, I Inspect" to enhance public awareness and satisfaction regarding food safety [2][3] - A total of 217 batches were tested, with 211 passing and 6 failing, resulting in a failure rate of 2.8% [2] - The inspection covered 13 categories of food products, including rice, flour, edible oils, seasonings, meat products, seafood, eggs, dairy, vegetables, fruits, beverages, and special foods for children and the elderly [2] Inspection Results - The inspection identified 6 non-compliant samples, with the main contaminants including various pesticides and toxins such as aflatoxin B₁ and ochratoxin A [2][3] - The Zhuhai Market Supervision Administration has mandated local regulatory bodies to investigate non-compliant food products and their producers, ensuring proper risk control and product recall [3] Consumer Guidance - Consumers are advised to purchase food from legitimate channels, check product labels for completeness, and report any suspected foodborne illnesses or violations to the authorities [3]

Hydration - It is essential to drink water regularly and consume water-rich foods to maintain hydration during high temperatures. The amount of water intake should be based on sweat loss, temperature, and activity level [1] - Sweet beverages do not provide necessary electrolytes like sodium and potassium, making options like fruits, vegetables, nutritious porridge, soup, and lightly salted water better choices for hydration [1] Salt Supplementation - Sodium and potassium are lost through sweat, so it is important not to overly restrict salt intake in hot conditions. Light saltwater is recommended for replenishment [2] - Dietary sources should be prioritized for salt intake, with a variety of soups suggested to enhance daily salt consumption. In cases of high sweat loss, electrolyte-rich beverages may be necessary [2] Increased Vegetable and Fruit Intake - The need for vitamins B1, B2, C, and β-carotene increases in high temperatures, making it important to consume more fruits and vegetables to replenish lost nutrients [3] - Daily recommendations include at least 500g of vegetables and 400g of fruits, focusing on potassium and vitamin-rich options [3] Quality Protein Intake - Protein requirements slightly increase in hot weather, with a recommended energy contribution of 12%-15% from protein, half of which should be high-quality sources [4] - Foods rich in quality protein such as fish, shrimp, eggs, dairy, and lean meats should be included, with specific daily intake recommendations for dairy and soy products [4] Carbohydrate Consumption - Carbohydrates are a vital energy source, and it is advisable to choose complex carbohydrates like whole grain bread and brown rice to provide sustained energy without causing blood sugar spikes [5] Appetite Stimulation - Due to reduced digestive secretions in high temperatures, meals should be visually appealing and varied to stimulate appetite. Light soups before meals can help enhance digestion and appetite [6][7] - Cold dishes and small amounts of cold drinks can also aid in appetite stimulation, but should be consumed in moderation to avoid gastrointestinal discomfort [7] Food Safety - High temperatures accelerate food spoilage and bacterial growth, necessitating strict food hygiene practices. Freshly prepared foods should be prioritized, and stored foods must be checked for quality before consumption [8]

华西证券（002926）此前指出，考虑到婴幼儿食用奶粉等方面的需求，我们认为生育提振将促进乳品消 费，利好乳业发展。此外，我们认为应注意到政府补贴在乳品消费中的促进作用。根据乳业时报引用内 蒙古呼和浩特市卫健委文件显示，在发布育儿补贴政策当天，该部门同时发布《产妇"一杯奶"生育关怀 行动实施细则及服务流程》，明确对产妇提供为期一年的"一杯奶"补贴活动，审核通过后将发放3000元 电子券（伊利公司和蒙牛公司各1500元）。该行认为乳品作为营养丰富的健康食品，受众广（包含婴幼 儿与产妇），易接受，有望成为政府推进消费的有力抓手。 乳业股涨今日普涨，截至发稿，蒙牛乳业(02319)涨4.21%，报20.05港元；现代牧业(01117)涨3.67%，报 1.13港元；中国飞鹤(06186)涨2.8%，报6.62港元；优然牧业(09858)涨2.37%，报2.59港元。 消息面上，国家医保局发布公告称，为加强生育保险的社会保障作用，深化"三医"联动改革，不断创新 和完善我国生育保障制度，进一步提升生育保险管理及服务能力和水平，支撑健康中国建设，经国家医 疗保障局同意，中国医疗保险研究会理事会审议通过，决定成立中国医疗保 ...