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农林牧渔行业周报第 31 期:猪价跌跌不休,双节有望提振-20250927
HUAXI Securities· 2025-09-27 13:20
Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the ongoing decline in pork prices, with the average price of live pigs at 12.64 CNY/kg, down 3.05% week-on-week, indicating a supply surplus in the market. However, upcoming festivals are expected to boost consumption and potentially stabilize prices [2][13] - The report emphasizes the importance of improving grain yield through advanced agricultural practices and technology, particularly in the context of food security and the promotion of genetically modified crops [1][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is focusing on enhancing grain yields through a comprehensive approach tailored to specific crops and regions. This includes promoting high-performance agricultural machinery and addressing storage issues in different regions [1][12] - Companies like Beidahuang and Suqian Agricultural Development are expected to benefit from these initiatives, along with seed companies such as Dabeinong and Longping High-Tech [1][12] Swine Farming - The current average price of live pigs is 12.64 CNY/kg, reflecting a significant decrease due to oversupply. A meeting was held to discuss reducing the breeding sow population by approximately 1 million to stabilize prices [2][13] - The report suggests that the swine industry will focus on quality improvement and efficiency, with a gradual elimination of outdated production capacity. Companies like Muyuan Foods and Wen's Foodstuffs are highlighted as key players to watch [2][5][13] Key Agricultural Product Data Tracking - Corn: The average price is 2360.47 CNY/ton, down 0.10% week-on-week [26] - Wheat: The average price is 2434.39 CNY/ton, up 0.23% week-on-week [29] - Soybeans: The average price is 4050.42 CNY/ton, up 0.17% week-on-week [38] - Cotton: The average price is 15090.00 CNY/ton, down 0.89% week-on-week [46] Feed and Vitamin Prices - The average price of pig feed is 2.68 CNY/kg, with no change week-on-week. Vitamin E prices have decreased by 7.84% to 51.70 CNY/kg [52][63]
双节将至,日照海鲜市场供需两旺
Qi Lu Wan Bao Wang· 2025-09-25 09:20
双节脚步日益临近,海鲜市场迎来销售高峰,成为市民游客置办礼品的热门之选。9月25日,记者走进石臼所海鲜农贸市场,市场内人头攒动,前来选购 海鲜的市民游客络绎不绝,商户们忙得不可开交,叫卖声、询价声此起彼伏。"快来看看,海蛎子、扇贝,又鲜又肥!"众多商贩卖力地推销着自家的海 鲜,各类肥美的海鲜琳琅满目,梭子蟹、鲳鱼、鲅鱼、蛤蜊、虾虎、带鱼、蛏子……满满当当地摆放在摊位上,让人应接不暇。 据商户王女士介绍,每年国庆中秋期间,都会有大量市民涌入市场选购海鲜。不少人是为假期走亲访友或给外地亲戚朋友邮寄,其中刀鱼、鲅鱼、鲳鱼、 黄花鱼等最受青睐,常常是几箱几箱地被搬回家。而大虾、螃蟹和海蛎子等也是市民选购的抢手货。 齐鲁晚报.齐鲁壹点厉昕月 市场的火爆不仅体现在消费者热情上,价格也备受关注。目前,鲅鱼20元一斤,石斑鱼28元一斤,黑头35元一斤,对虾26元一斤,螃蟹35-60元一斤。 "李红大美丽品食"店的老板孙先生介绍,自家店里鱼类、虾类、贝类等种类齐全,最近临近假期,生意格外好,帝王蟹每天都能卖出去10多只。 如此火爆的市场,不仅吸引了本地市民,还引来了外地游客。从天津来的王先生对日照海鲜市场赞不绝口:"日照海鲜市 ...
年销上百亿的水产市场,要搬了?
Hu Xiu· 2025-09-04 06:28
Core Viewpoint - The Huangsha Aquatic Products Trading Market, known as a national price barometer for aquatic products, is set to relocate to a new market that will officially open on September 8, following extensive renovations and preparations [1][24]. Group 1: Market Overview - The Huangsha Aquatic Products Trading Market has been operational for 31 years and is recognized as one of the largest fresh seafood wholesale markets in China, with a significant variety of aquatic products and active trading [2]. - The market has a daily trading volume of over 600 tons of aquatic products, with one-third of its products distributed to major cities like Beijing and Shanghai [33]. Group 2: Relocation Impact - Many small vendors in the old market are still operating normally and have no immediate plans to relocate, with some expressing reluctance to move after years of business [9][10]. - Larger vendors and seafood businesses show a stronger willingness to relocate, with some already moving to other specialized aquatic markets [11][12]. - The new market has a higher rental cost but offers better facilities, which may keep product prices stable [14]. Group 3: New Market Features - The new market will feature improved logistics, including dedicated transport corridors and a centralized cooling and oxygen supply system, addressing issues faced in the old market [30][31]. - The new market has already signed contracts with over 600 businesses, achieving a 70% occupancy rate for its various facilities [15]. Group 4: Future Prospects - The relocation is not expected to eliminate the "buy seafood at Huangsha" phenomenon, as many surrounding businesses will remain operational or adapt to new models [25][21]. - The new market is anticipated to enhance the overall experience for both vendors and customers, potentially benefiting the seafood supply chain in the region [34].
农林牧渔行业周报第 26 期:供过于求局面加剧,猪价继续下跌-20250825
HUAXI Securities· 2025-08-25 05:20
Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork market is experiencing an oversupply, leading to a continued decline in pork prices [2] - The planting industry is focusing on pest control for autumn crops, which is crucial for achieving the annual grain production target of approximately 1.4 trillion jin [11] - The commercialization of genetically modified crops is expected to accelerate, enhancing self-sufficiency in key varieties [11] Summary by Sections Planting Industry - A national meeting was held to address pest control for autumn crops, emphasizing its importance for overall grain yield [11] - The autumn crop accounts for three-quarters of the annual grain production, making pest control critical [11] - The Ministry of Agriculture is promoting the protection of new plant varieties to support innovation in the seed industry [11] - Recommended stocks include Beidahuang and Suqian Agricultural Development in the planting sector, and major seed companies like Dabeinong and Longping High-Tech [11] Swine Farming - The average price of external three-breed pigs is 13.80 yuan/kg, with a slight weekly decrease of 0.07% [2] - Demand remains weak, and there are no immediate positive factors expected to boost demand [2] - The number of breeding sows has decreased to 40.43 million, down 370,000 from the peak last year [2] - Recommended stocks in the breeding sector include DeKang Agriculture, Jingji Zhino, Muyuan Foods, and Wen's Foodstuffs [2] Key Agricultural Products Data Tracking - Corn: The average price is 2385.10 yuan/ton, down 0.39% week-on-week [24] - Wheat: The average price is 2435.58 yuan/ton, down 0.10% week-on-week [27] - Rice: The average price for japonica rice is 2892.80 yuan/ton, down 0.66% week-on-week [32] - Soybeans: The average price is 3952.63 yuan/ton, up 0.27% week-on-week [37] - Cotton: The average price in Xinjiang is 15090.00 yuan/ton, up 0.18% week-on-week [42] Feed and Vitamin Prices - The average price of pig feed is 2.71 yuan/kg, down 0.37% week-on-week [49] - The average price of vitamin E is 67.50 yuan/kg, unchanged week-on-week [49]
美图|看开海、逛鱼市......江洪渔港开启新一轮耕海牧渔
Nan Fang Nong Cun Bao· 2025-08-18 07:03
Core Viewpoint - The opening of the fishing season at Jianghong Fishing Port marks a significant event for the local marine industry and tourism, showcasing the integration of cultural and economic activities in the region [2][3][6]. Group 1: Fishing Season Opening - The fishing season officially opened on August 16 at Jianghong Fishing Port, with numerous fishing boats setting sail [2][3]. - The event attracted over 600 tourists from Guangzhou, highlighting the local fishing culture and the excitement of the season [17]. Group 2: Cultural and Tourism Activities - The "Media+" initiative aims to strengthen the marine industry and promote the "Hundred Million Project" through a series of cultural and tourism activities [5][6]. - The opening ceremony featured local seafood delicacies, including "Jiang Eight Fresh" which consists of various types of fish and shellfish, enhancing the culinary appeal of the region [14]. Group 3: Market Dynamics - The Tian Guang Fish Market saw a bustling crowd as fresh catches arrived, indicating strong demand from both local and external buyers [20][23]. - Cold chain logistics were actively engaged in transporting fresh seafood to various destinations, reflecting the operational efficiency of the supply chain [28]. Group 4: Integrated Activities - The Fishing Season Cultural Week includes diverse activities such as seafood exhibitions, food streets, music events, and beach sports, aiming to create a comprehensive tourism experience [32][49]. - The event is designed to convert short-term interest into sustained visitor flow, promoting long-term economic benefits for the region [34]. Group 5: Scenic Attractions - Jianghong boasts a 22-kilometer coastline with attractions like Xianqu Island and Xiaokou Beach, which draw visitors even during the off-season [55][56]. - The natural beauty of the area, including picturesque sunsets and serene beach environments, enhances its appeal as a tourist destination [65].
“媒体+”引爆遂溪江洪开渔周!千帆竞发共赴鲜味之约
Nan Fang Nong Cun Bao· 2025-08-16 07:35
Core Viewpoint - The event marks the opening of the fishing season in Jianghong, Suixi County, which is part of a broader initiative to promote rural revitalization through the "Media+" model, enhancing the local marine economy and tourism industry [9][20]. Group 1: Event Overview - The fishing season officially opened at Jianghong Fishing Port after a three-and-a-half-month break, with fishing boats setting sail towards the Beibu Gulf [4][5]. - The opening ceremony was part of the "Media+ Empowerment" initiative, aimed at integrating media with rural revitalization efforts [6][9]. - The event featured various cultural performances and activities, creating a festive atmosphere [14][16]. Group 2: Economic Impact - The event is expected to boost local tourism and the marine economy, with significant participation from tourists and local businesses [30][36]. - Last year's fishing season attracted 80,000 visitors, with the first day of the fishing festival recording over 1,200 tons of fish traded, generating more than 20 million yuan in revenue, a 20% increase year-on-year [50][52]. - The Jianghong Fishing Port is a major distribution center, handling nearly 100,000 tons of fish annually, accounting for over 80% of the county's fishery transaction volume [74][76]. Group 3: Media and Marketing Strategy - The event utilized various media platforms, including live streaming and social media, to engage audiences, resulting in nearly 3 million views during the live broadcasts [28][30]. - The "Media+" approach aims to enhance brand awareness for local seafood products and promote the Jianghong fishing culture [34][36]. - The integration of agriculture, tourism, and culture through innovative marketing strategies is designed to convert visitor interest into economic growth [39][41]. Group 4: Future Prospects - The local government plans to further integrate traditional fishing activities with brand promotion and rural revitalization, aiming to attract more tourists and investments [24][26]. - The initiative is part of a larger plan to develop a sustainable fishing and cultural tourism brand, enhancing the region's appeal [22][24].
日本1~6月农产品出口创新高,对美大增22%
日经中文网· 2025-08-04 08:11
Core Viewpoint - Japan's agricultural and fishery product exports are experiencing significant growth, with a target to reach 5 trillion yen by 2030, necessitating an increase in rice exports and diversification of markets [2][7]. Group 1: Export Growth by Country - Exports to the United States increased by 22%, reaching 141 billion yen, with scallops, green tea, and yellowtail showing notable growth [4]. - Exports to China amounted to 90.2 billion yen, primarily driven by roundwood and Japanese sake, reflecting a 15% increase [4]. - Exports to South Korea grew by 22.3%, reaching 50.7 billion yen, focusing on instant coffee and beer [4]. Group 2: Product-Specific Export Increases - Scallops led the increase with an additional 10.9 billion yen, followed by green tea, which rose by 10.4 billion yen, popular in Europe and Southeast Asia [5]. - Japanese sake exports to mainland China and Hong Kong increased by 2.4 billion yen [5]. - Overall, 19 product categories set historical records for export growth [5]. Group 3: Challenges and Future Goals - The U.S. tariff policy under the Trump administration has led to concerns about increased costs and competitiveness for Japanese products, particularly in the second half of the year [7]. - The Japanese government aims to increase rice production and exports, with rice exports growing by 22.6% to 6.775 billion yen, although it only represents 1.3% of total agricultural exports [7]. - The government is also focusing on enhancing production efficiency and expanding market access to boost overall agricultural exports [11].
中国批准进口449种日本水产品
日经中文网· 2025-07-18 02:39
Core Viewpoint - China has resumed the import of Japanese seafood products, excluding those from 10 specific prefectures, following the approval from the General Administration of Customs [1][3]. Group 1: Import Resumption Details - The General Administration of Customs of China has approved the import of 449 types of seafood from Japan, including scallops, tuna, and squid [1]. - The resumption of imports is part of the procedures initiated after the Chinese government announced on July 6 that it would lift the ban on Japanese seafood due to the discharge of treated water from the Fukushima nuclear power plant [1][3]. - The approved imports are limited to seafood from 37 prefectures in Japan, explicitly excluding products from Fukushima and Tokyo, among others [3]. Group 2: Regulatory Requirements - Japanese exporters are required to submit certificates of radioactive material testing and certificates of origin issued by Japanese government agencies before exporting to China [1]. - The Chinese government has mandated that each batch of exported products must undergo radioactive material testing and include safety certifications [3]. Group 3: Historical Context - The ban on seafood imports from the 10 specified prefectures has been in place since the Fukushima nuclear disaster in 2011, which also included a comprehensive ban on all food imports from these areas [3]. - The decision to resume imports follows a consensus reached between the Chinese and Japanese governments in May regarding the restoration of trade [3].
农林牧渔行业周报第18期:夏粮收获三成,猪价震荡运行
HUAXI Securities· 2025-06-03 08:10
Investment Rating - The industry rating is "Recommended" [3] Core Views - The planting industry chain is progressing well, with 1.29 million acres of summer grain wheat harvested as of May 30, 2025, which is over 30% of the total expected harvest. Regions such as Hubei, Sichuan, and South China have completed their wheat harvests, while Anhui has surpassed 80% and Henan over 60% [1][9] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of tracking weather changes and preparing for emergency harvesting to ensure timely collection of mature wheat. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency in key varieties [1][9] - In the pig farming sector, the average price of external three-way cross pigs is 14.39 CNY/kg, with a week-on-week increase of 0.36%. The number of breeding sows is 40.38 million, showing a slight decrease [2][10] - The report suggests that while short-term consumer demand is recovering, supply remains relatively loose. However, due to slow recovery in production capacity in 2024, pig prices are expected to exceed expectations in the second half of 2025 [2][10] Summary by Sections Planting Industry - As of May 30, 2025, 1.29 million acres of summer grain wheat have been harvested, with significant progress in various provinces. The upcoming rainfall is beneficial for soil conditions and will facilitate mechanized sowing [1][9] - The Ministry of Agriculture will focus on ensuring the timely harvesting of wheat and improving mechanization to enhance yield [1][9] - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Longping High-Tech and Dabeinong [1][9] Pig Farming - The average price of pigs is 14.39 CNY/kg, with a slight increase from the previous week. The number of breeding sows has decreased slightly, while slaughtering volume has increased significantly year-on-year [2][10] - The report highlights the need to monitor cost improvements and suggests stocks such as Dekang Animal Husbandry, Jinke Intelligent Agriculture, and Muyuan Foods for potential investment [2][10] Market Performance - The agricultural sector index increased by 1.79% during the week of May 26 to May 30, 2025, outperforming major indices like the Shanghai Composite and Shenzhen Component [11][12] - The top-performing sub-sectors include aquaculture and livestock farming, indicating a positive trend in the agricultural market [11][12]
河北秦皇岛—— 创新海上耕作建设蓝色粮仓
Jing Ji Ri Bao· 2025-06-01 22:28
Group 1 - The core viewpoint highlights the thriving scallop farming industry in Qinhuangdao's Beidaihe New District, emphasizing the importance of this period for seedling cultivation and the expected revenue growth for local fishermen [1] - The Beidaihe New District has over 82 kilometers of coastline and more than 200,000 acres of usable sea area, primarily dedicated to raft-style scallop farming, with a focus on high-quality fishery development through ecological restoration and industrial restructuring [1][2] - Four units in the Beidaihe New District have been approved as national-level marine ranch demonstration zones, with a total sea area of 28,900 acres and an investment of 140 million yuan, contributing to the release of over 50 million various seedlings [1][2] Group 2 - The marine ranch in Beidaihe New District serves as both a "blue granary" for fishery development and an important platform for ecological restoration, significantly enhancing biodiversity in previously depleted sea areas [2] - The construction of artificial reefs and the introduction of diverse marine seedlings have led to a 30% coverage of algae and a recovery of fishery resources to 3.2 times the levels of 2015, with the reappearance of species like Chinese shrimp and flatfish [2] - The marine ranch has created stable biological habitats, benefiting economic shellfish species such as scallops, sea cucumbers, and abalone, resulting in a win-win situation for ecological benefits and industrial development [2] Group 3 - The next steps for Qinhuangdao involve prioritizing ecology and upgrading industries, promoting the integration of "marine + tourism" and "fishing + leisure" to transform traditional fishery farming areas into modern marine ranches that combine ecological restoration, resource enhancement, and industrial integration [3]