内外套日报 研究中心能化团队 2025/07/10 最 新 品 种 进 口 利 润 / 内 外 价 差 日期 类别 品种 进口利润/内外价差 2025/07/09 农产品 Cotlook 1%关税进口利润 - 2025/07/09 农产品 M级美棉141%关税进口利润 -19150 2025/07/09 农产品 巴西大豆榨利：3月 -4 2025/07/09 农产品 美湾大豆榨利：7月 - 2025/07/09 农产品 美湾大豆榨利：11月 - 2025/07/09 农产品 豆油进口利润：5月 - 2025/07/09 农产品 豆油进口利润：9月 - 2025/07/09 农产品 豆油进口利润：1月 - 2025/07/09 农产品 棕榈油进口利润：1月 - 2025/07/09 农产品 棕榈油进口利润：5月 - 2025/07/09 农产品 棕榈油进口利润：9月 -398 2025/07/09 铁矿 铁矿内外价差 - 2025/07/09 能源 高硫内外价差 -10 2025/07/09 能源 低硫内外价差 17 2025/07/09 能源 SC-BRT价差 - 2025/07/09 能源 SC-WTI价差 ...

Group 1 - In 2024, Jiangxi Province's agricultural entities achieved sales revenue of 367.2 billion yuan, a year-on-year increase of 9.9%, contributing to an increase in per capita disposable income for rural residents in poverty-stricken areas from 12,877 yuan in 2020 to 18,436 yuan in 2024, with an average annual growth rate of 9.4% [1] - Jiangxi has made significant progress in promoting new urbanization and comprehensive rural revitalization, enhancing urban-rural integration development [1] - The region is currently in a critical period of high-quality development and rapid urbanization, with many new highlights and changes in urban-rural integration [1] Group 2 - Jiangxi aims to systematically address the barriers to the urbanization of agricultural populations, with an expected annual increase of 0.85 percentage points in the urbanization rate of the permanent resident population during the 14th Five-Year Plan period [2] - The province is constructing modern counties that are vibrant, livable, and suitable for business, using county towns and characteristic small towns as key support points for urban-rural integration [2] - Since the beginning of the 14th Five-Year Plan, Jiangxi has implemented nearly 13,000 urban renewal projects with an investment exceeding 1.2 trillion yuan, significantly improving infrastructure and public service facilities [2] Group 3 - The key to rural revitalization is industrial revitalization, with Jiangxi developing characteristic industries tailored to local conditions and promoting the integration of primary, secondary, and tertiary industries [3] - The province has formed five leading industrial chains worth over 100 billion yuan each, including rice, oilseeds, fruits and vegetables, livestock, and aquaculture, along with two characteristic industrial chains worth over 10 billion yuan each, including tea and traditional Chinese medicine [3]

蔬菜价格下降。重点监测的17个蔬菜品种价格4涨13降，综合均价2.93元，较上周下降4.56%。其中上涨 的蔬菜品种有西红柿、黄瓜、青辣椒和芹菜，分别较上周上涨3.31%、4.71%、9.33%、10.27%；油菜、 蒜薹、土豆、韭菜、生姜、大葱、白萝卜、大白菜、茄子、大蒜、卷心菜、胡萝卜和芸豆的价格出现下 降，降幅1.39%～12.2%不等。 水果价格涨跌互现。重点监测的5个水果品种价格1涨2降2平，综合均价4.37元，较上周上涨1.16%。苹 果7.25元，较上周上涨5.99%；香蕉3.62元，较上周下降2.69%；西瓜1.57元，较上周下降5.42%。桔子 5.78元，梨3.62元，与上周持平。 部分农资价格略有波动。国产尿素均价(每公斤，全市生资市场平均价格)1.85元，较上周下降1.33%；鸡 饲料3.74元，较上周微涨0.34%。同时，受7月1日成品油调价影响，成品油价格上涨：92号汽油每升 7.33元，较上周上涨2.66%；95号汽油每升7.86元，较上周上涨2.61%；0号柴油6.93元，较上周上涨 2.82%；-10号柴油7.33元，较上周上涨2.81%。其他监测的化肥、农药、种子品种等价格 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【本周油脂油料、鸡蛋、玉米、生猪等期货市场受政策、天气、供需等因素影响，呈现不同走势】本 周，国内外油脂市场先涨后跌，周五回落，维持震荡走势。国际油脂市场处于政策主导期，7月3日美国 通过45Z税收抵免修正案，禁止使用北美以外原料生产的生物燃料申请税收抵免，利好本土原料消费。 下周，美国环境保护署将举行听证会，讨论2026 - 2027年生物能源政策，其结果将影响油脂上方高度。 马来西亚棕榈油局和美国农业部供需报告也将发布，市场预计MPOB报告利多，USDA报告中性。国内 油脂需求低迷供应增加，基差延续弱势。策略上，政策明朗前单边短线为主，明朗后可跟随突破策略， 期权可做多波动率。 蛋白粕方面，美豆旧作库存压力中性，新作面积萎缩，生长进入关键期，虽天气 暂无实质问题但局部有偏干隐患；加菜籽旧作紧张，新作面积萎缩，干旱担忧升温，期货价格下方支撑 强。国内蛋白粕现货压力大，基差维持弱势。策略上，豆粕可多单介入或卖看跌期权，参与91、15正 套，期权做多波动率。 鸡蛋期货本周震荡，主力2508合约周度累计收涨1.1%，报收3582元/500千克。7 月起该 ...

在我国，森林食物是继粮食、蔬菜之后的第三大农产品。眼下不少地方的森林食物迎来夏季采收。在江 西广昌县旴江生态公益林场，工人们正在采摘新鲜的木耳和樟芝。今年，在政府的支持下，合作社建设 了覆盖林场1000多亩食用菌种植基地的喷灌系统，有了充足的水源，食用菌产量增加了10%左右。在云 南勐腊县勐腊镇的橡胶林里，竹荪正蓬勃生长。近年来，当地大力挖掘林下经济潜力，在当地居民小组 橡胶林下种植了20亩竹荪。森林食物涵盖了"米袋子""油瓶子""菜篮子""果盘子"。当前，我国木本油料 供给多元化，木本粮食供应充足，水果种类繁多，还有林禽、林畜、林菌、蜂蜜等大量高品质森林食 物，极大丰富了百姓餐桌。目前，全国2800多个县中有2400多个县种植经济林，各类森林食物年产量2 亿多吨。(央视新闻) ...

Core Viewpoint - Agricultural trade is a crucial component of China's foreign trade and an important means for building an agricultural powerhouse, contributing to both domestic consumer markets and global agricultural growth [1]. Group 1: Agricultural Trade Development - Since joining the World Trade Organization, China's agricultural trade volume has continuously increased, positioning the country as the second-largest agricultural trader globally [1]. - China is the world's largest agricultural importer, with its market being a major driver of global agricultural growth, while it ranks fifth in agricultural exports, particularly in high-quality products like fruits, vegetables, and seafood [1]. Group 2: Import and Export Structure - The structure of agricultural imports and exports has remained stable, reflecting China's comparative advantages in agriculture, with a well-established industrial and supply chain [2]. - Imports primarily consist of resource-intensive products such as oilseeds, cotton, grains, and sugar, while exports focus on labor-intensive products like seafood, vegetables, and fruits [2]. - Since 2004, agricultural trade has shifted from a surplus to a deficit, with a trend of net imports for bulk agricultural products [2]. Group 3: Future Directions - To enhance agricultural trade, there is a need for diversification of import sources while consolidating traditional ones, and to develop comprehensive trade cooperation with more countries and regions [2]. - The goal is to create larger multinational grain companies and support capable domestic enterprises in participating in agricultural production, processing, logistics, storage, and machinery manufacturing in key countries [2]. - Active participation in global food security governance and engagement in the negotiation and formulation of global agricultural trade and investment rules is essential for fostering high-quality agricultural trade development [2].

一、有效确保粮食等重要农产品稳产保供 （一）推动粮油作物大面积单产提升。突出高产稳产导向，稳面积、提单产，粮食播种面积稳定在 5330万亩以上，粮食产量稳定在500亿斤左右。落实粮食产能提升任务，大力实施粮食单产提升工程， 大面积推广优良品种和高产集成技术。巩固扩种成果，稳定大豆、油料播种面积。 （二）稳定畜牧业发展。稳定生猪产能，能繁母猪存栏量保持在130万头以上。扶持肉牛、肉羊、 肉鸡产业发展，智能化升级改造畜禽规模养殖场不少于200个。支持有条件的家庭农场、农民合作社等 主体依靠自有奶源发展乳制品加工。严格畜禽屠宰检疫执法监管，持续抓好重大动物疫病常态化防控及 人畜共患病防控，确保不发生区域性重大动物疫情。 做好2025年及今后一个时期全省"三农"工作，要以习近平新时代中国特色社会主义思想为指导，全 面贯彻落实党的二十大和二十届二中、三中全会精神，深入贯彻落实习近平总书记关于"三农"工作的重 要论述以及在辽宁考察时的重要讲话和重要指示精神，坚持城乡融合发展，进一步深化农村改革，完善 强农惠农富农支持制度，锚定打造现代化大农业发展先行地、加快建设农业强省目标，学习运用"千万 工程"经验，深入实施乡村振兴补 ...

自2024年夏季以来，受大米歉收等因素影响，日本大米出现短缺，价格不断上涨。到2025年5月底，日本米价已经较去年同期上涨98%以上，一斤大米 大概要卖24元人民币左右。在中国，24元通常能买到6至12斤的大米。 持续上涨的米价导致不少日本普通家庭在选购大米时更加精打细算，甚至调整饮食结构。然而，一些分析指出，大米价格上涨并未转化为农民的实际收 益，反而加剧农业经营困境。这一方面是因为2024年日本农业生产成本不断增长，另一方面也因为大米的利润大部分被流通环节分走，农民的利润空间 被压缩。 为了应对此次危机，日本政府除了释放储备米，还在增加进口。从国外进口大米可能会在短期内缓解日本高企的大米价格，但从长远来看，增加进口会 进一步加剧日本对国际市场的依赖。 日本、韩国、中国台湾的农业模式被很多人当做中国农业的学习样板，然而此次大米危机却让这些地区长期以来的农业问题暴露在大众眼前。20世纪中 期以来，尽管东亚地区始终存在着巨大差异和尖锐对立，但除了朝鲜之外的四个经济体，即日本、韩国、中国大陆和台湾地区表现出一些高度趋同的特 征，例如都形成了出口导向型的制造业（主要是美国导向）；都以牺牲农业和农村为代价实现或接近实 ...

Core Insights - The report from the Chinese Academy of Agricultural Sciences predicts that China's agricultural production will continue to improve, with grain output expected to reach 1.426 trillion jin in 2025, marking a significant increase from 2024's projected 1.4 trillion jin [1] - The report emphasizes the importance of stabilizing the agricultural sector to support economic recovery and enhance food security, particularly in the context of the "14th Five-Year Plan" [1] - The report highlights the need for strategic responses to the increasing import of agricultural products, particularly corn, beef, and soybeans, which could impact domestic production [2] Agricultural Production Outlook - In 2024, China's grain production is expected to increase, with a per mu yield rise of 5.1 kg [1] - The report anticipates continued growth in soybean and oilseed production, stable cotton and sugar production, and effective regulation of pig production leading to decreased pork imports [1] Import Strategies - The report suggests different strategies for managing imports of corn, soybeans, and beef, including quota management for corn and expanding agricultural trade cooperation with Belt and Road Initiative countries [2] - It emphasizes the need to reduce costs and enhance efficiency in beef production through differentiated competition strategies [2] Climate Change and Agricultural Resilience - The report notes that global climate change significantly impacts China's food supply chain, increasing post-harvest losses [2] - It calls for a focus on the entire grain production chain and participation in global climate governance to stabilize cross-border supply chains [2] Carbon Emission Reduction - The report indicates that China's agricultural sector has made significant progress in reducing greenhouse gas emissions, with lower emissions intensity compared to major economies [3] - It advocates for collaborative efforts in reducing carbon emissions from both production and consumption sides, promoting low-carbon agricultural technologies and encouraging dietary adjustments among consumers [3] Agricultural Technology and Food Security - The report stresses the importance of self-reliance in agricultural technology to enhance competitiveness and maintain food security [3] - It highlights the need to accelerate the formation of new productive forces in agriculture to support rural revitalization and the construction of an agricultural powerhouse [3]

Core Viewpoint - The collaboration between China and Central Asian countries in agriculture is deepening, enhancing agricultural investment, industry, and trade, which benefits both regions and contributes to poverty alleviation [1] Group 1: Agricultural Cooperation and Trade - China welcomes Central Asian countries to promote their agricultural products through significant exhibitions like the China International Import Expo [1] - Agricultural cooperation has led to increased crop yields and quality in Central Asia, enriching the diets of people in both regions [1] - The West Xi'an Aijiu Group has established various agricultural processing facilities in Kazakhstan, including oil and flour production, which supports local farmers through "order agriculture" agreements [3][4] Group 2: Employment and Training Initiatives - The establishment of vocational training programs for farmers in Central Asia aims to enhance agricultural skills and knowledge, with the first training class set to begin in 2025 [2][8] - Local workers, like Manshuk, have benefited from stable employment and opportunities for family reunification through Chinese agricultural investments [3] Group 3: Technological and Methodological Advancements - Chinese agricultural technology, such as water-saving irrigation, has significantly improved cotton yields in Uzbekistan, demonstrating the effectiveness of Chinese methods in local contexts [7][8] - The introduction of e-commerce and modern sales techniques has transformed the marketing strategies of Central Asian agricultural producers, allowing them to access the Chinese market more effectively [5][6] Group 4: Broader Economic Impact - The agricultural collaboration is part of a larger strategy to enhance economic ties between China and Central Asia, with investments in agricultural parks and processing facilities across multiple countries [4] - The success of these initiatives is expected to lead to increased income for local populations and improved living standards [4][5]