转自：推广 发布29.5亿元采购机会清单、采购金额近2亿元、国内食品精深加工头部企业齐聚……9月4日，2025年 成都绿色食品精深加工产业链融合对接采购大会在第十一届成都国际都市现代农业博览会期间成功举 办。全国300余位食品精深加工领域行业商协会代表、龙头企业负责人及知名采购商参会，围绕产业高 质量发展与链式协同展开深度对接，拓展行业合作空间。 本次大会是深入贯彻四川省"1+1+8"千亿产业建圈强链及农产品精深加工产业链工作部署，落实成都 市"进解优促""蓉品出川出海"要求的具体行动，旨在推动农业生产供应链、精深加工链、品牌价值 链"三链"同构发展。大会由成都市经信局市新经济委、成都市商务局指导，成都市农产品市场流通协 会、成都农产品供应链协会主办，郫都区人民政府承办。 "希望通过这次大会拓展国际市场，精准对接更多优质采购商，"四川省农业产业化龙头企业、粤港澳大 湾区"菜篮子"生产基地——都江堰天赐猕源农业有限公司相关负责人表示。大会还依托成都农博会平 台，在成都馆及多个区（市）县展馆同步设立绿色食品展示专区，成都丰粟农业农民专业合作社联合社 等近20家龙头企业现场展示展销，实现"以展促销、以会促链"的双展 ...

旧市场的生意依旧繁忙。 年交易量超27万吨，年交易额达上百亿元，享有"全国水产品价格风向标"之称的黄沙水产交易市场，真的要搬了！ 近日，广州黄沙水产有限公司发布公告称，黄沙水产中心水产批发业态（即黄沙水产新市场）已完成商铺装修及各项配套工程，将在9月8日正式开业。并 提醒商户们，要全面完成商铺整理清洁、经营物资配备、水产品蓄养，同时知会上下游供货商、采购商、物流商、经销商等客户，有序组织旧市场业务向 新市场转场交易。 作为全国最大的鲜活海鲜批发市场之一，老黄沙水产交易市场已历经31年的发展，其水产鲜活丰富品种多、交易活跃且辐射范围广，在业内一直有"水产 价格，全国看广州，广州看黄沙"的说法。 如今，启动搬迁，对众多海鲜商户以及水产交易，是否会带来影响？ 生意繁忙，小摊主们还在正常营业 9月2日上午，餐饮供应链指南实地走访了老黄沙水产交易市场。 从"黄沙水产交易市场"牌坊进入，街道两边分布着各类型的门店，以及一些售卖水产、海鲜的小店。 距离新市场开业已不到一周，但这些店铺依然正常经营，现场人潮涌动。 上午10点左右，这些门店大部分都已经开始营业，并外摆出了各类鲜活水产，包含虾、蟹、花螺、扇贝、象牙蚌、三文鱼等众 ...

Core Viewpoint - The Huangsha Aquatic Center is set to become a comprehensive smart aquatic industry complex, integrating trading, logistics, exhibition, e-commerce, and cultural tourism, with a grand opening scheduled for September 8, 2025 [4]. Group 1: Infrastructure and Features - The Huangsha Aquatic Center covers a total construction area of 110,000 square meters and features three functional islands: wholesale, retail, and cultural tourism [2]. - The center is equipped with a pioneering centralized cooling, oxygen supply, and seawater system, ensuring 24-hour natural seawater supply through a 1,500-ton seawater barge and dedicated pipelines [5]. - The "Digital Huangsha" smart management platform has been implemented to enhance transaction, logistics, and data analysis efficiency, significantly improving operational efficiency compared to traditional markets [5][9]. Group 2: Economic Impact - The Huangsha Aquatic Center is expected to generate over 100 billion yuan in output value and create approximately 100,000 jobs upon its operation [4]. - The center aims to lead the intelligent and intensive upgrade of the aquatic industry, leveraging modern commercial concepts and cutting-edge technology [4]. Group 3: Market Transition - The Huangsha Aquatic Market, established in 1994, will transition its wholesale operations to the new center, which has an annual trading volume exceeding 320,000 tons and an annual trading value surpassing 12.7 billion yuan [4]. - The overall occupancy rate for the wholesale sector at the new center has exceeded 97%, covering a full range of aquatic products [9]. Group 4: Cultural and Tourism Integration - The center will integrate marine services and cultural tourism, focusing on fresh, frozen, and chilled product wholesale and logistics, while also expanding into low-altitude logistics and specialty dining [8]. - The project aims to create a new cultural tourism landmark in Guangzhou, enhancing the "Food in Guangzhou" brand and promoting the efficient circulation of modern marine ranch products [8].

Core Points - The Xinjiang Uygur Autonomous Region's Urumqi City Market Supervision Bureau is enhancing market regulation and consumer protection through comprehensive inspections of local markets [1][2] - The inspections focus on ensuring compliance with measurement regulations, particularly in the sale of aquatic products, grains, meat, vegetables, and bulk foods [1] - The bureau aims to combat fraudulent practices such as short-weight sales and the use of unqualified measuring instruments [1] Group 1 - The Market Supervision Bureau is implementing a "practical action for excellence" approach to strengthen measurement regulation in local markets [1] - Inspections include checking electronic scales and other measuring devices for legal compliance, proper labeling, and accuracy [1] - The bureau has reported that most vendors operate lawfully, but some still fail to meet measurement standards, leading to immediate corrective actions [2] Group 2 - A total of 138 vendors were inspected, revealing issues such as uncalibrated measuring instruments and unclear pricing [2] - One case of using non-compliant measuring instruments has been formally investigated [2]

Group 1 - The core viewpoint of the article highlights that Jian Shun Investment has conducted research on a listed company, Huijia Times, focusing on its product structure optimization and store upgrades [1] - Huijia Times has optimized its product structure to include over 90% of first-tier, second-tier brands, and local landmark products, similar to the product structure of Pang Dong Lai [1] - The company has upgraded its ready-to-eat food section, introduced specialized tanks for aquatic products, and launched a health upgrade series in the grain and oil section [1] Group 2 - The shopping environment and service experience have been improved by breaking the forced traffic flow design, widening aisles, adding customer rest areas, and setting up various convenience service facilities [1] - Since the reopening of the Beijing Road store on August 16, daily sales, customer traffic, and average transaction value have increased compared to the same period, although the impact on overall operating performance is minimal [1] - Huijia Times plans to implement its supermarket adjustment in two phases, with the first phase completed and the second phase currently in progress [1]

Summary of Key Points Core Viewpoint - The overall trading volume of pork and vegetables in Hangzhou has slightly decreased, while the trading volume of aquatic products has increased during the period from August 11 to August 17. Pork wholesale prices have slightly decreased, while the overall wholesale prices of vegetables and aquatic products have seen a minor increase [1]. Group 1: Pork Market - The average daily trading volume of pork was 8,513 heads (653.15 tons), a decrease of 2.75% compared to the previous week [1]. - The average daily wholesale price of pork was 18.87 yuan/kg, down by 1.31% [1]. Group 2: Vegetable Market - The average daily trading volume of vegetables in the wholesale market was 3,642.86 tons, a decrease of 2.71% compared to the previous week [1]. - Among the 28 monitored vegetable varieties, 20 saw price increases while 8 experienced price declines. Notable price increases included: lettuce at 8.04 yuan/kg (up 16.02%), spinach at 14.49 yuan/kg (up 15%), and cauliflower at 10.01 yuan/kg (up 10.73%). The largest price drop was for water bamboo at 13.46 yuan/kg (down 5.81%) [1]. Group 3: Egg and Aquatic Product Market - The average daily trading volume of eggs remained stable at 1,035 tons [1]. - The total trading volume of aquatic products was 3,678.3 tons, with an average daily trading volume of 525.47 tons, an increase of 13.48% compared to the previous week [1]. - Among the 11 monitored aquatic products, 8 saw price increases while 3 experienced price declines. Significant price increases included: grass carp at 32.28 yuan/kg (up 16.12%) and pomfret at 48.67 yuan/kg (up 5.14%) [1].

General Overview - The company is established as a joint-stock limited company in accordance with the Company Law of the People's Republic of China and other relevant regulations [1][2] - The company was registered on September 8, 2009, and publicly issued 41 million shares of RMB ordinary stock, listed on the Shenzhen Stock Exchange on October 21, 2009 [1][2] - The registered capital of the company is RMB 1,243,111,721 [2] Business Objectives and Scope - The company's business objective is to comply with national laws and regulations, utilize the advantages of a joint-stock enterprise, achieve optimal resource allocation, and pursue economic and social benefits [2][3] - The business scope includes aquaculture, livestock breeding, food production, and sales, among other agricultural activities [3] Shares - The company's shares are issued in the form of stocks, adhering to principles of openness, fairness, and justice [4][5] - The total number of shares after various public and private offerings has reached 1,243,639,674 shares [6][7] Shareholder and Shareholder Meeting - Shareholders have rights to dividends, participate in meetings, supervise the company's operations, and transfer their shares [13][14] - The company must hold an annual general meeting within six months after the end of the previous fiscal year [21] - Shareholders holding more than 10% of shares can request a temporary shareholders' meeting [23] Board of Directors - The board of directors is responsible for the company's management and decision-making, including financial budgets and profit distribution [19][33] - The board must report to the shareholders at the annual meeting, detailing the previous year's work [70] Financial Accounting and Auditing - The company must establish a financial accounting system and conduct internal audits [8] - The appointment of external auditors must be approved by the shareholders [19] Amendments to the Articles of Association - The articles of association can be amended through resolutions passed at the shareholders' meeting [34]

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. The average price of external three yuan pigs is 14.13 yuan/kg, with a week-on-week decrease of 1.09% [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the need for quality improvement and efficiency enhancement in the pig industry, suggesting that outdated production capacity will gradually be eliminated [2][13] - The report highlights the potential benefits of genetically modified crops in increasing yield and self-sufficiency rates for key varieties, with specific companies recommended for investment [12] Summary by Sections Planting Industry - A meeting was held to discuss increasing crop yields in Northeast China, which is crucial for national food security. The region has seen improvements in planting density and technology, contributing to stable yield increases [1] - Companies such as Beidahuang and Suqian Agricultural Development are expected to benefit from these developments, along with seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of pigs has shown a downward trend, with the average weight of slaughtered pigs decreasing for eight consecutive weeks. The number of breeding sows has also decreased slightly [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including DeKang Agriculture and Mu Yuan Co., Ltd. [13] Key Agricultural Product Data Tracking - Corn: The average price is 2406.65 yuan/ton, with a week-on-week decrease of 0.09% [27] - Wheat: The average price is 2440.86 yuan/ton, with a week-on-week decrease of 0.08% [30] - Rice: The average price of japonica rice is 2912.00 yuan/ton, with a week-on-week increase of 0.14% [35] - Soybeans: The average price is 3926.32 yuan/ton, remaining stable week-on-week [40] - Cotton: The average price is 15410.00 yuan/ton, with a slight decrease of 0.02% [47] Feed and Vitamin Prices - The average price of pig feed is 2.73 yuan/kg, with a week-on-week increase of 0.37% [53] - The average price of vitamin E is 68.00 yuan/kg, remaining stable week-on-week [62]

Core Insights - The report from Dongxing Securities highlights that Haida Group's market share in the feed industry continues to increase, with both domestic and international growth expected [1] Feed Sales Performance - In the first half of 2025, the company achieved feed sales of 14.7 million tons, including 1.05 million tons for internal breeding use, representing a year-on-year growth of 25% [1] - The increase in exports is nearing the annual target, indicating strong performance in international markets [1] Swine Breeding Strategy - The company employs a light asset operation model focusing on "purchasing piglets, company + family farms, profit locking, and risk hedging," which optimizes breeding costs and contributes significantly to profitability in the first half of 2025 [1] Aquaculture Management - In aquaculture, the company has achieved significant cost reductions through professional management and technological iterations in industrialized shrimp farming [1] Profitability Metrics - The gross profit margin for agricultural product sales steadily increased, reaching 20.26% in the first half of 2025 [1] Future Outlook - The company plans to steadily enhance capacity utilization in the domestic market while actively expanding in overseas markets, aiming to achieve a strategic target of 51.5 million tons by 2030 [1] - The report suggests that the company's feed business is progressing well both domestically and internationally, with animal health and seedling sectors supporting feed operations, and the light asset breeding model mitigating risks, indicating a long-term competitive advantage [1]

Core Insights - The community group buying model has significantly impacted the supermarket industry, leading to a decline in performance for many supermarkets in the first quarter [1][2] - Despite the challenges posed by community group buying, there is a recognition that it can complement physical supermarkets if managed correctly [1][6] - The rapid expansion of community group buying, fueled by capital investment, has led to a price war that undermines its original purpose of serving consumers and suppliers [3][6] Supermarket Performance - In the first quarter, 12 out of 13 supermarkets reported a year-on-year decline in revenue, with four experiencing double-digit declines [2] - Some supermarkets have noted a stabilization in sales performance compared to previous periods, despite the overall downturn [2] - The decline in foot traffic has been observed, although the average transaction value has increased, indicating a shift in consumer behavior [2][4] Community Group Buying Impact - Community group buying has introduced competitive advantages such as lower inventory and higher turnover rates, but the price differences between community group buying and supermarkets can be exaggerated due to capital influence [2][6] - The model has evolved into a low-price competition arena, which has led to conflicts with traditional supermarkets [3][6] - Regulatory interventions have started to bring some stability back to the community group buying sector [6] Consumer Behavior Changes - The pandemic has accelerated the shift towards online shopping, with consumers developing new purchasing habits [4][5] - Certain products, particularly those requiring sensory evaluation, continue to drive consumers to physical stores, highlighting the need for supermarkets to enhance their offerings [4][6] - Supermarkets are increasingly recognizing the importance of online sales and are adapting their strategies accordingly [4][6] Industry Adaptation - Supermarkets are adjusting their operations in response to the challenges posed by community group buying and e-commerce [5][6] - There is a focus on improving product offerings and service quality to better meet consumer needs [6][7] - The future of physical retail lies in differentiation rather than direct competition with e-commerce on standardized products [7]