2025.11. 21 本文字数：1451，阅读时长大约2分钟 作者 | 第一财经 冯迪凡 当地时间20日，美国国会预算办公室（CBO）将特朗普政府关税政策带来的长期财政结余预期下调 了1万亿美元，加剧外界对美国借贷需求的担忧。统计数据显示，关税结余不足以完全抵消特朗普政 府减税政策的影响。 少了1万亿美元 CBO在20日发布的文章中预估，2025年-2035年这11年内将总共结余3万亿美元，低于8月份的4万 亿美元估算值。CBO曾在7月份表示，特朗普的减税法案将在未来十年（截至2034年）内使财政赤 字增加3.4万亿美元。 CBO主任斯瓦格尔（Philip Swagel）在文章中表示："大约三分之二的下调是由于对新数据的调 整。"他还表示，自8月份以来关税税率的调整"也降低了对赤字的预估影响"。 近几个月来，特朗普政府与多个贸易伙伴达成协议，降低了年初加征的关税税率。CBO目前估计， 实际关税税率比一年前的2.5%高出约14个百分点，该机构在8月份曾测算实际税率高出18个百分 点。 耶鲁预算实验室计算了截至11月17日美国关税税率的最新变化，显示美国消费者面临的平均实际关 税税率为16.8%，为1935年以 ...

Core Insights - The company, Mixue Ice City, reported that its signature product, "Ice Fresh Lemonade," has sold over 1.5 billion cups in the first ten months of 2025, equating to one cup per person in China [1] - The core lemon procurement area is located in Chongqing Tongnan, which has 150,000 acres of cooperative orchards and a self-built factory with advanced equipment and significant production capacity [1][4] - The lemon industry in Tongnan has grown into a nearly 10 billion yuan industry, with an expected total production of 350,000 tons and a comprehensive output value exceeding 9 billion yuan by 2025 [1] Production and Technology - The factory employs advanced technology, including high-speed infrared cameras and dynamic weighing systems, to ensure that only high-standard "first-class fruits" are used for the lemonade [1] - AI technology has been introduced to enhance the production line, allowing for data analysis of lemon size, surface quality, and weight, which improves sorting accuracy as production increases [3][7] - The company has established a Lemon Grower Support Center in 2023, investing in drones for pest control, which increases efficiency by 20 times compared to manual labor [7] Agricultural Practices - Mixue Ice City utilizes an "order-based agriculture" model, signing guaranteed purchase agreements with farmers to stabilize their income while aligning supply with demand [4] - The company is transitioning towards becoming an agricultural technology enterprise, investing 10 million yuan to build an integrated research system and establishing high-standard experimental fields [7]

Core Insights - The article highlights the significant role of financial support from Agricultural Bank in promoting agricultural modernization and rural revitalization in Guang'an, Sichuan, particularly through the cultivation of citrus fruits like lemons and oranges [1][7]. Financial Support and Impact - Agricultural Bank provided tailored financial solutions, including a 2 million yuan credit loan to support local farmers in expanding their operations and improving infrastructure, such as cold storage facilities [2][4]. - The bank's proactive approach in addressing the financial needs of farmers has led to increased production and sales, with one farmer expecting a production value of 2 million yuan from lemon cultivation this year [1][6]. Agricultural Development - The transformation of previously barren land into productive orchards is exemplified by the success of local farmers like Liu Maoshan, who has significantly increased citrus production through financial assistance [3][4]. - The article notes that the total agricultural loans from Agricultural Bank in Guang'an reached 7.995 billion yuan by the end of October 2025, with a notable increase in loans to farmers [7]. Market Expansion - Farmers are leveraging e-commerce platforms to promote their products, aiming for significant sales targets, such as 600 daily orders for citrus fruits [4][5]. - The successful marketing of local products has led to broader distribution, with citrus fruits being sold in major cities like Chengdu, Chongqing, and Beijing [6].

11月14日，2025年全国粮油和大豆产业博览会、第二十六届中国中部（湖南）农业博览会在湖南长 沙同期开幕，52家川企"组团"参展。 2025年全国粮油和大豆产业博览会设置主体推介、精品展示、典型推介、产销对接等活动，展区涵 盖"四良"融合成果、大豆产业、现代设施农业等细分领域。第二十六届中国中部（湖南）农业博览会规 划有省际交流馆等展馆。（记者 行晓艺） 此次有达州黑猪、遂宁红薯等150件农产品集中亮相两大博览会，展现"川字号"农产品新形象和建 圈强链新成果。今年，农业农村厅印发《千亿级优势特色农业产业建圈强链培育方案》，聚焦打造畜牧 万亿级、粮油五千亿级，以及蔬菜、水果、茶叶、蚕桑、水产和食药同源千亿级产业，明确以链主、链 属企业为主体，画出优势特色农业产业建圈强链建设"路线图"。在推动生产供应链、精深加工链和品牌 供应链"三链同构"中，四川通过线下展览推介、线上营销宣传方式，打造品牌价值链，推动农产品出圈 出山出川出国，鱼子酱、茶叶、柠檬等特色农产品已远销欧美市场，藏香乳猪实现出川供港。 ...

Core Points - The ninth China-ASEAN Ministerial Meeting on Plant and Animal Quarantine and Food Safety was held in Chongqing, enhancing cooperation in agricultural products and injecting new vitality into bilateral trade [1] - ASEAN has maintained its position as China's largest trading partner for agricultural products for eight consecutive years, with a trade volume of $51.3 billion in the first ten months of 2025, reflecting an 8.9% year-on-year increase [3] - China imported $33.1 billion worth of products from ASEAN, marking a 15.4% increase, with dried and fresh fruits accounting for over $10 billion, representing more than two-thirds of total imports from around the world [3] Group 1 - The meeting resulted in multiple quarantine cooperation agreements, allowing products like Laotian durian to enter the Chinese market [1] - The variety of imported products from ASEAN is increasing, driven by domestic market demand and a broader range of import categories [6] - Despite being the off-season for fruits, durians, dragon fruits, coconuts, and longans from ASEAN are still in high demand in Chongqing's largest fruit wholesale market [8] Group 2 - The entry of Vietnamese durians into the Chinese market has filled seasonal gaps, leading to a year-round supply of durians and a gradual decrease in prices [10] - Other products such as Malaysian coconuts and Burmese macadamia nuts have also started to enter the Chinese market, contributing to the growth of trade [10] - Chinese temperate fruits are gaining popularity in ASEAN countries, enriching the local fruit market [12] Group 3 - China remains the largest supplier of vegetables and fruits to Indonesia, with a notable increase in the export of strawberries from Dandong due to improved cold-shelter technology [16] - Dandong has 17 registered fresh strawberry export orchards, with numbers increasing annually and expanding export markets [18] - Enhanced logistics are facilitating the export of more domestic fruits to ASEAN markets, with 28 tons of lemons set to be shipped, achieving a price of 12 yuan per kilogram, reflecting a rise in both volume and price compared to last year [19]

眼下，重庆市潼南区32万亩柠檬迎来采收季。走进小渡镇大土村的柠檬种植基地，农户们穿梭林间，将 柠檬采摘、装筐。 操作员黄锐介绍，无人机换电仅需几分钟，能够持续作业，非常适合在丘陵地区运送农资和农产品。同 时，这些无人机还兼具喷洒农药、播撒种子等多种功能。今年以来，他们的无人机已累计运输柠檬约 700吨，成为柠檬、玉米、小麦等农作物运输的"得力助手"。 目前，潼南区已配备带转运功能的农用无人机90余台，有效破解了丘陵山区农产品运输难题，推动农业 节本增效，为特色产业发展注入了科技动力。 《 人民日报 》（ 2025年11月13日 10 版） (责编：赵欣悦、袁勃) 两台农用无人机正悬停在果林上空，机身下方挂着装满柠檬的果筐，将新鲜采摘的柠檬运往集装点，全 程不过1分钟。起伏的丘陵间，这条高效运转的"空中走廊"，成为今年柠檬丰收的一抹亮色。 潼南地处丘陵地带，以往柠檬采收后的转运多依赖人工。"过去全靠肩挑背扛，每人每天最多搬运千余 斤，遇到雨天路滑，还存在安全隐患。"基地负责人何小洋介绍，今年基地首次引入农用无人机参与运 输，每台无人机一次能装运柠檬200斤，单日运输量可达15吨，效率显著提升。 ...

Core Insights - Chile's export companies exceeded 8,000 for the first time, reaching a record high in the first ten months of 2025 [1] - Total trade volume for Chile reached $163.68 billion, marking an 8.3% increase compared to the same period in 2024 [1] - Export value reached $86.39 billion, a 5.6% increase year-on-year, achieving the highest level recorded for the same period [1] Industry Breakdown - The manufacturing sector led with 4,925 exporting companies, followed by agriculture (1,712), services (1,055), wine (374), fisheries and aquaculture (338), forestry (303), and mining (245) [1] - Among the exporting companies, 3,262 were small and medium-sized enterprises, 504 were micro-enterprises, and 3,026 were large enterprises [1] Export Performance - Mining exports totaled $49.90 billion, with a year-on-year growth of 7.3%, driven by strong copper concentrate exports amounting to $28.78 billion, which increased by 15.1% [1] - The fruit sector, including products like hazelnuts, walnuts, avocados, and lemons, saw exports of $7.08 billion, a 4.2% increase compared to the first ten months of 2024 [1] - The food industry exported $11.36 billion, with key products including salmon, squid, bamboo fish, frozen blueberries, and dried plums [1]

Core Points - The Guangzhou municipal government is actively promoting the "Hundred-Thousand-Ten Thousand Project" to support the development of Tai Ping Town in Qingyuan City, focusing on industry project introduction and consumption assistance [1] - The initiative has successfully paired 12 private enterprises with 12 administrative villages, fostering a distinctive rural industry development pattern featuring high-quality silk rice, lemons, Lingzhi chicken, and eel farming [1] - The project aims to achieve significant changes over a ten-year period, with specific goals set for the first, third, and fifth years [1] Group 1 - The Guangzhou United Front has mobilized various stakeholders, including democratic parties, private enterprises, and overseas compatriots, to contribute to the project [1] - A site meeting was held to discuss the progress and future plans for the project, emphasizing the importance of industry development and resource integration [1] - Donations of project construction funds, materials, and public courses have been made by private enterprises and business associations to enhance the quality and efficiency of the "Hundred-Thousand-Ten Thousand Project" [2]

Core Viewpoint - The price of lemons has significantly increased this year, with the average wholesale price reaching 14.87 yuan per kilogram in September 2025, nearly double the price of 7.84 yuan per kilogram from the previous year [1]. Group 1: Price Trends - In October, lemon prices in Sichuan Anyue, a major production area, have doubled compared to last year due to reduced production caused by frost and spring cold snaps [3]. - Lemon growers in Anyue report a decrease in production by approximately 200,000 jin (100,000 kg), but the price increase has ensured their profitability [5]. - The export price of lemons from Sichuan Anyue has reached a historical high, driven by increased demand from international markets [8]. Group 2: Production and Processing - The planting area for lemons in Sichuan Anyue remains stable at 480,000 mu (approximately 32,000 hectares), with a concentrated harvest expected by late November [5]. - The introduction of deep processing enterprises has transformed the local lemon industry, allowing for higher value-added products and better utilization of lemons [10][16]. - A new lemon deep processing facility has been established, capable of processing over 10,000 tons of fresh lemons annually, producing various lemon beverages [12]. Group 3: Market Dynamics - The shift from selling fresh lemons to high-value processed products is evident, with the value of processed lemons significantly exceeding that of fresh fruit [14][16]. - The average annual increase in demand for Sichuan lemons from international clients is approximately 15% from 2023 to 2025 [8]. - The number of deep processing enterprises in Anyue has reached 33, with an increase in processing capacity by over 50,000 tons [16].

Core Insights - Sichuan Province has achieved significant results in foreign trade and investment during the "14th Five-Year Plan" period, with total goods import and export exceeding 1 trillion yuan and foreign direct investment (FDI) reaching 14.61 billion USD, maintaining the leading position in the central and western regions of China [1][3][5] Group 1: Foreign Trade Achievements - The province has implemented a series of policies to stabilize orders and expand markets, including 10 open policies and 18 measures to optimize foreign trade structure [3] - Sichuan's annual average growth rate of goods trade is projected at 6.7% from 2021 to 2024, making it the first province in the central and western regions to surpass 1 trillion yuan in foreign trade [3] - Notable exports include flat-panel computers, lithium carbonate, fish oil, and lemons, with Sichuan ranking first in the nation for these products [3] Group 2: Service Trade and Investment - Sichuan has established a "trial +” public service system for service trade, adding four national-level service export bases, with an annual average growth rate of 5.2% in service trade from 2021 to 2024 [4] - The province has engaged in investment cooperation with over 80 countries and regions, with 90% of foreign contracting projects located in countries involved in the Belt and Road Initiative [4] - FDI in high-tech industries has increased by 54.9%, and the scientific research and technical service sector has seen a growth of 219.2% [5] Group 3: Future Plans - Sichuan aims to deepen the implementation of foreign trade development actions during the "15th Five-Year Plan" period, focusing on building an innovative foreign trade system and enhancing open capabilities [6]