中国发展网讯本周青岛市大米价格微跌，油料价格小幅波动，生猪价格有所上涨，鸡蛋、蔬菜零食价格 小幅下跌。 生猪平均价格为6.30元，较上周上涨7.01%，较上月同期上涨8.97%，较去年同期下跌22.34%。以当前价 格计算，本周猪粮比价为5.63：1。 五花肉平均价格为14.25元,较上周上涨1.68%，较上月同期上涨1.29%，较去年同期下跌13.10%；精瘦肉 平均价格为14.61元，较上周上涨0.65%，较上月同期上涨1.15%，较去年同期下跌13.06%；牛肉平均价 格为37.55元，较上周下跌0.48%，较上月同期下跌0.24%，较去年同期上涨7.98%；羊肉平均价格为 41.46元，较上周下跌0.15%，较上月同期上涨1.28%，较去年同期下跌2.32%。 鸡蛋价格小幅下跌 鸡蛋平均价格为3.58元，较上周下跌0.75%，较上月同期下跌0.12%，较去年同期下跌28.05%。从所监测 市场情况看，本周鸡蛋最高价格为3.80元，最低价格为3.50元。 蔬菜零售价格小幅下跌 从批发市场情况看，城阳、华中、抚顺路三大蔬菜批发市场蔬菜平均批发价格为2.52元，较上周上涨 1.20%，较上月同期上涨4.42 ...

来源：@华夏时报微博 【农业农村部：#提高大豆油料产能和自给率#，更大力度#推进粮油作物大面积单产提升#】记者从农业 农村部了解到，今年我国将扎实推进乡村全面振兴。今年，我国将着力提升农业综合生产能力和质量效 益，更大力度推进粮油作物大面积单产提升，高质量推进高标准农田建设，加快提升农业防灾减灾救灾 能力。深入实施国家大豆和油料产能提升工程，提高大豆油料产能和自给率。实施设施农业现代化提升 行动，全方位拓展食物生产空间。（央视财经） ...

经济观察网 据央视财经消息，记者从农业农村部了解到，今年我国将扎实推进乡村全面振兴。今年， 我国将着力提升农业综合生产能力和质量效益，更大力度推进粮油作物大面积单产提升，高质量推进高 标准农田建设，加快提升农业防灾减灾救灾能力。深入实施国家大豆和油料产能提升工程，提高大豆油 料产能和自给率。实施设施农业现代化提升行动，全方位拓展食物生产空间。 ...

小寒刚过，风掠田垄，沃野青青。 作为全国举足轻重的农业大省，河南始终把"三农"工作摆在重中之重，以实干作答、用成效践行，在广 袤的中原大地上奋力书写"农业强、农村美、农民富"的壮美篇章。 中原粮仓韧性十足 粮食安全是"国之大者"，沉甸甸的"中国饭碗"，考验着农业大省的责任与担当。 2025年，河南粮食总产量稳居全国第2位，全年粮食总产连续9年稳定在1300亿斤以上。 看似寻常最奇崛，成如容易却艰辛。成绩背后，从来没有天遂人愿的侥幸。 2025年，河南粮食生产遭遇旱涝叠加，殊为不易。唯其不易，更显担当。在多重超预期的气候挑战下， 中原粮仓的韧性再度彰显。 这份韧性源于藏粮于地、藏粮于技的坚实支撑。 "十四五"期间，河南新建、改造提升高标准农田3167万亩，全省主要农作物良种覆盖率稳定在97%以 上，全省农作物耕种收综合机械化率达89%，建设1500万亩小麦、2000万亩玉米高产示范区……良田良 种良机良法集成增效，为筑牢国家粮食安全"压舱石"增添了底气。 这份韧性源于勠力同心、颗粒归仓的执着坚守。 建设宜居宜业和美乡村是农业强国的应有之义。乡村，不仅是生产空间，更是幸福生活的家园。 我省探索片区化推进、组团式发 ...

金融期货早评 宏观：商品普涨，牛市将至？ 【市场资讯】1）中国央行连续第 14 个月增持黄金。2）上期所调整白银期货相关合约交 易保证金比例和涨跌停板幅度。3）特朗普称"美国将代表委内瑞拉销售石油"，中方表态： 中委合作受国际法和两国法律保护。4）美国 12 月 ADP 就业人数增加 4.1 万人，低于市场 预期的中值 4.7 万人。5）美国 2025 年 12 月 ISM 服务业 PMI 指数上升 1.8 点至 54.4，为 2024 年 10 月以来的最高水平。新订单增幅创下自 2024 年 9 月以来的最大水平。价格上涨 速度降至九个月来的最慢。6）欧元区 2025 年 12 月 CPI 初值放缓至 2%，符合市场预期。 【核心研判与传导逻辑】昨日国内期货市场普遍上涨，行情呈现出清晰的结构性特征，交 投氛围活跃。这不禁引人思考：当前走势是意味着商品市场迈入新阶段，还是阶段性的资 金现象？从宏观环境看，近期明确的"适度宽松"货币政策基调与强调"集成效应"的调控思路， 为市场提供了偏暖的流动性预期；而"保持人民币汇率基本稳定"的导向，在美元偏弱背景 下亦有助于稳定进口成本。然而，若细究昨日普涨的核心动因，资 ...

金融期货早评 宏观：关注地缘风险 【市场资讯】1）美国空袭委内瑞拉，持续一小时，特朗普称抓获马杜罗及其夫人。与马杜 罗关系密切的 CIA 线人，为美军通风报信。特朗普称将"管理"委内瑞拉直至实施"安全"过渡， 深度介入石油产业。2）外交部发言人就美国强行控制委内瑞拉总统马杜罗夫妇答记者问。 中方呼吁美方确保马杜罗总统夫妇人身安全，立即释放马杜罗总统和夫人，停止颠覆委内 瑞拉政权，通过对话谈判解决问题。3）俄罗斯强烈敦促美国释放马杜罗。4）伊朗最高领 袖: 应与抗议者进行对话，但骚乱行径必须得到制止。特朗普威胁"干涉伊朗骚乱"，伊朗高 官回应：美国干涉伊朗内部事务将"破坏整个地区稳定"。5）商品基准指数"重置"在即，面 临抛售风险，金银开年"冲高回落"。 【核心逻辑】国内方面，12 月制造业 PMI 录得 50.1%，自 4 月以来首次重返扩张区间，大 幅超季节性预期，表现显著强于市场预期。其核心驱动为供需两端同步回暖，价格端显示 反内卷政策对价格企稳回升作用关键，建筑业 PMI 亦受天气与施工进度因素推动明显反弹。 整体来看，PMI 超预期表现源于企业政策预期与前期政策性金融工具落地，后市需关注超 长期特别国 ...

据农业农村部消息，12月30日，全国农业农村厅局长会议在京召开。会议强调，要聚焦粮食和重要农产 品稳产保供，着力提升农业综合生产能力和质量效益，统筹发展科技农业、绿色农业、质量农业、品牌 农业，毫不放松抓好粮食生产，稳定粮食播种面积，更大力度推进粮油作物大面积单产提升，多油并举 提高大豆油料产能和自给率，大力发展现代畜牧业、现代渔业，因地制宜发展现代设施农业，加快构建 多元化食物供给体系。要严守耕地红线，高质量推进高标准农田建设，加快提升农业防灾减灾救灾能 力。要筑牢农产品质量安全防线，加快农业发展全面绿色转型，坚定不移实施长江十年禁渔，深入实施 农业品牌行动，扩大绿色优质农产品供给。要聚焦实现高水平农业科技自立自强，扎实推动农业科技创 新和产业创新深度融合，持续建强国家农业科技战略力量，培育壮大农业科技领军企业，加快种业、农 机装备、智慧农业等领域攻关突破，推动农业科技成果高效转化应用，因地制宜发展农业新质生产力。 ...

冬日时节，鲁西南平原上霜色皑皑。走进山东省济宁市汶上县次邱镇的万亩高标准农田，一垄垄冬小麦 如绿色的绒毯铺展开来。 "苗齐、根壮、墒情足，今年这'底盘'打得牢！"田间，当地种粮大户刘宪礼俯身拨开几丛麦苗，仔细查 看着分蘖情况，兴奋地告诉记者。 今年"三秋"，当地遭遇持续阴雨天气。关键时刻，当地调度全县100余台大型移动泵站、潜水泵，连夜 分赴积水片区；多家农机合作社组成"应急排水服务队"，在泥泞中抢通沟渠；农业社会化服务组织利用 物联网平台，实时监测田间湿度与作物长势，精准指导排水降渍。多方努力下，秋粮顺利归仓，冬种压 茬推进。 14亿多人要吃饭，是我国最大的国情。今年中央经济工作会议强调，毫不放松抓好粮食生产。 在即将告别2025年之际，回望广袤乡村交出的年度成绩单，更觉粒粒艰辛、殊为不易。 这一年，全国粮食生产克服春季干旱、高温伏旱、秋季连阴雨等灾害影响，产量稳定在1.4万亿斤以 上；智慧农业发展按下"快进键"，农作物耕种收综合机械化率达到76.7%；脱贫攻坚成果持续巩固拓 展，宜居宜业和美乡村建设扎实推进…… 放眼大江南北，沃野之上、山乡之间，记者在调研中，感受着农业农村加快发展、农民用双手收获新希 望 ...

Core Insights - In 2025, China's agricultural production has shown resilience against various natural disasters, achieving a grain output of 14.2975 trillion jin, an increase of 1.675 billion jin from the previous year [3] - The implementation of smart agriculture has accelerated, with the comprehensive mechanization rate for crop farming reaching 76.7% [7] - The rural economy is thriving, with per capita disposable income for rural residents reaching 17,686 yuan, reflecting a real growth of 6.0% year-on-year [9] Agricultural Production - Grain production in China has stabilized above 1.4 trillion jin, overcoming challenges such as drought and excessive rainfall [1][3] - The increase in grain output is supported by enhanced agricultural policies, expanded planting areas, and improved crop yields, particularly in the Northeast region [3] - The soybean planting area has remained above 15 million acres for four consecutive years, with production exceeding 20 million tons [4] Smart Agriculture - The integration of technology in agriculture has led to significant advancements, such as the use of unmanned machinery for sugarcane harvesting, improving efficiency [7] - The development of smart farming practices, including real-time monitoring of soil moisture and crop growth, has been emphasized [2][6] Rural Development - The rural revitalization strategy has led to the establishment of key industries in 832 poverty-stricken counties, fostering economic growth and reducing poverty [8][12] - Villages like Wangxiang have undergone significant transformations, enhancing their appeal and increasing collective economic income [10][11] Infrastructure and Living Conditions - Continuous improvements in rural infrastructure have been made, with all eligible towns and villages now having access to paved roads and basic utilities [12] - The focus on enhancing rural living conditions has contributed to a more vibrant rural culture and improved the overall quality of life for farmers [12]

1. Report Industry Investment Ratings No relevant content provided. 2. Core Views of the Report - Short - term, the RMB is likely to be moderately strong against the US dollar, mostly in a low - volatility range with limited trading value. Key factors include clear policy support, enhanced independent exchange - rate fluctuations, and a resonance of internal and external environments. However, potential risks such as high long - position inventories of USD/HKD and the impact of the Bank of Japan's interest - rate hikes should be noted [3]. - The entry of the national team only boosts the market sentiment in the short term. The stock index is expected to stabilize and fluctuate in the short term, and the small and medium - cap stock indexes may face pressure [4]. - For the bond market, it is not pessimistic in the medium term. Mid - term long positions can be held, while short - term long positions can consider taking profits [5]. - In the container shipping European route, there is a bull - bear mix. The price is expected to be supported in January due to shipping companies' price - holding intentions, but factors such as weak economic data, sufficient shipping capacity, and the expected resumption of Red Sea routes may bring pressure [6]. - For platinum and palladium, the long - term bullish foundation for platinum remains. In the short term, attention should be paid to the risk of adjustment due to the widening price difference between domestic and foreign markets. For gold and silver, be cautious about short - term callbacks, and maintain a long - term bullish view. For copper, the market sentiment is high, but the price increase did not meet expectations. For aluminum, it is expected to fluctuate strongly in the medium term; alumina is expected to be weak; and cast aluminum alloy is expected to fluctuate strongly. For zinc, it is expected to maintain a wide - range shock in the short term. For nickel and stainless steel, they had a short - term correction, and attention should be paid to the supply and demand situation. For tin, it is expected to be strong in the short term, and it is recommended to enter the market on dips. For lithium carbonate, the short - term price may fluctuate more widely, and there are opportunities for long positions in the long term. For industrial silicon, it is in a supply - demand weak situation, and for polysilicon, the trading logic is mainly technical [9][11][13][16][19][20][22][23][24][26]. - For steel products, the price is expected to fluctuate. The price range of the rebar main contract 2605 is likely between 2900 - 3300, and that of the hot - rolled coil main contract 2605 is likely between 3000 - 3400. For iron ore, the downward space is expected to be limited. For coking coal and coke, if the upward trend continues, it may drive a new round of terminal restocking. For ferrosilicon and ferromanganese, the market is in a situation of weak reality and strong expectation, and there may be a short - term rebound [30][31][32][33][34][36]. - For pulp and offset paper, the short - term strategy is mainly to wait and see. For crude oil, the escalation of the US - Venezuela situation may drive up short - term oil prices. For LPG, the near - term is still supported. For PTA - PX, there is no obvious driver, and it will fluctuate with the cost side. For MEG - bottle chips, the short - term downward driving force is weakened, but the medium - and long - term situation is still under pressure. For methanol, it is recommended to maintain a reverse spread. For PP, the cost side provides strong support, and there may be a short - term rebound. For PE, the spot side is weak, and the supply - demand pressure is large. For pure benzene - styrene, pure benzene shows a near - weak and far - strong pattern, while styrene shows a near - strong and far - weak pattern. For asphalt, if the US does not directly declare war on Venezuela, the upward space is limited. For rubber, both natural and synthetic rubber are expected to maintain a wide - range shock. For urea, the 01 contract is expected to continue to fluctuate. For soda ash, it is waiting for unexpected supply changes. For glass, the near - month 01 will follow the delivery logic, and the far - month is affected by production line cold repairs. For caustic soda, the price is expected to fluctuate weakly. For logs, the current price has limited trading value. For propylene, it is expected to maintain a shock pattern [38][40][42][44][45][46][47][49][50][52][53][54][55][57][58][60][61][62][63][65][67][68][70][71][72][75][76][78][79][80]. - For oilseeds, the external soybean market will focus on demand in the short term and is expected to fluctuate around the cost line in the medium term. The domestic soybean meal will continue the long - spread trend in the short term, and the medium - term supply depends on reserve releases. For oils, the short - term trend is wide - range shock, and attention should be paid to production and biodiesel information. For cotton, it is recommended to build long positions on dips, paying attention to downstream orders and hedging pressure. For sugar, the price will remain weak. For apples, the strategy is mainly to buy on dips. For red dates, the short - term downward space may be limited, and attention should be paid to pre - holiday procurement [81][82][83][84][85][86][87][88][89]. 3. Summary by Relevant Catalogs Financial Futures - **Macro**: Overseas, the Fed cut interest rates in December, the US employment market cooled, and the UK's CPI decline increased the expectation of an interest - rate cut. Domestically, policies are "seeking progress while maintaining stability," and in November, industrial production was resilient but domestic demand was weak [1]. - **RMB Exchange Rate**: The previous trading day, the on - shore RMB depreciated slightly against the US dollar. Key information includes China's fiscal revenue growth, the Fed's potential interest - rate cuts, and the UK's CPI decline. The RMB is expected to be moderately strong in the short term, with potential risks [2][3]. - **Stock Index**: The stock index rose collectively in the previous trading day. The entry of the national team boosted market sentiment, but the index is expected to fluctuate in the short term, and small and medium - cap indexes may face pressure [4]. - **Treasury Bonds**: The bond market rose on Wednesday. The market sentiment improved, and it is not pessimistic in the medium term. Mid - term long positions can be held, and short - term long positions can consider taking profits [4][5]. Commodities Non - ferrous Metals - **Platinum and Palladium**: The night - session prices of platinum and palladium rose to new highs this year. The price is affected by factors such as the Fed's policy, supply - demand fundamentals, and EU policies. In the long term, the bullish foundation for platinum remains, and short - term adjustment risks should be noted [9][10]. - **Gold and Silver**: Gold and silver prices rose. Silver shows a long - squeeze phenomenon. The short - term focus is on callback risks, and the long - term view is bullish [11][12]. - **Copper**: The copper price rebounded. The market sentiment was high, but the increase did not meet expectations. It is recommended to pay attention to the pressure around 93500 - 94000, and downstream enterprises can consider buying futures on dips for hedging [13][14][15]. - **Aluminum Industry Chain**: Aluminum is expected to fluctuate strongly in the medium term; alumina is expected to be weak; and cast aluminum alloy is expected to fluctuate strongly. The fundamentals of aluminum are relatively stable, alumina is in a supply - surplus situation, and cast aluminum alloy has strong support [16][17][18]. - **Zinc**: Zinc prices had support at the bottom and rebounded slightly at night. In the short term, it is expected to maintain a wide - range shock, and there may be entry opportunities [19][20]. - **Nickel and Stainless Steel**: They had a short - term correction. The nickel ore market is expected to be stable and strong, and the stainless - steel market is affected by export regulations. Attention should be paid to the supply and demand situation [20][21]. - **Tin**: Tin prices were strong. It is recommended to enter the market on dips, and the short - term view is not to short [22]. - **Lithium Carbonate**: The price rose sharply. The short - term price may fluctuate more widely, and there are opportunities for long positions in the long term. Attention should be paid to supply shocks and demand declines [22][23]. - **Industrial Silicon and Polysilicon**: Industrial silicon is in a supply - demand weak situation, and polysilicon's trading logic is mainly technical. The long - term price of industrial silicon has limited downward space, and polysilicon's fundamentals are ineffective [24][26]. - **Lead**: Lead prices were weakly volatile. In the short term, it is expected to fluctuate between 16700 - 17500, with strong support around 16500 [27]. Black Metals - **Rebar and Hot - Rolled Coil**: The prices rebounded slightly but faced pressure above. After the central economic work conference, the pricing of the steel market returned to fundamentals. Supply may slow down the reduction, demand is seasonally weak, and inventory is in a de - stocking trend. The price is expected to fluctuate [28][30][31]. - **Iron Ore**: The price rebounded. After macro events, the trading logic returned to fundamentals. Supply is relatively restrained, demand is in a bottom - grinding stage, and the price is supported by coking coal [32]. - **Coking Coal and Coke**: The coking coal price may be affected by winter restocking, and the coke price may continue to decline. If the upward trend continues, it may drive a new round of terminal restocking [33][34]. - **Ferrosilicon and Ferromanganese**: The market is in a situation of weak reality and strong expectation. Supply is likely to continue to decline, demand is expected to decrease, and inventory is at a high level. There may be a short - term rebound [35][36]. Energy and Chemicals - **Pulp - Offset Paper**: Pulp prices fluctuated, and offset paper prices were weakly volatile. The Crofton pulp mill's shutdown was postponed, and the pulp port inventory is still high. The short - term strategy for both is to wait and see [38][40][41]. - **Crude Oil**: Oil prices stopped falling and rebounded. The US - Venezuela tension may drive up short - term oil prices, and attention should be paid to the development of the situation [42][43][44]. - **LPG**: The near - term is still supported. The supply increased slightly, demand remained stable, and attention should be paid to marginal changes [45][46]. - **PTA - PX**: There is no obvious driver, and it will fluctuate with the cost side. PX supply is expected to be high, PTA supply and demand are in a tight - balance situation in December, and the polyester demand is expected to decline seasonally in December [47][49]. - **MEG - Bottle Chips**: The short - term downward driving force is weakened, but the medium - and long - term situation is still under pressure. Supply has shown initial signs of support, and demand is expected to decline seasonally in December [50][52]. - **Methanol**: It is recommended to maintain a reverse spread. Factors such as commodity trends and unloading problems have affected the price, and the unloading problem will be resolved in the future [53][54]. - **PP**: The cost side provides strong support, and there may be a short - term rebound. Supply may be relieved in January, and demand has some support [55][57]. - **PE**: The spot side is weak, and the supply - demand pressure is large. Supply is increasing, and demand is decreasing, especially in the agricultural film sector [58][60]. - **Pure Benzene - Styrene**: Pure benzene shows a near - weak and far - strong pattern, while styrene shows a near - strong and far - weak pattern. The supply of pure benzene is slightly decreasing, and the demand is weak. The supply of styrene has increased, and the demand is stable [60][61]. - **Asphalt**: If the US does not directly declare war on Venezuela, the upward space is limited. The supply and demand have changed slightly, and the US - Venezuela situation may affect the supply of heavy oil [62]. - **Rubber**: Both natural and synthetic rubber are expected to maintain a wide - range shock. Natural rubber is affected by supply - side disturbances and weak demand. Synthetic rubber has limited fundamental improvement, and the upward space is restricted [63][65][67]. - **Urea**: The 01 contract is expected to continue to fluctuate. High supply pressures the price, but export policies relieve the pressure, and the inventory is in a de - stocking trend [68][70]. - **Soda Ash, Glass, and Caustic Soda**: Soda ash is waiting for unexpected supply changes, glass's near - month 01 will follow the delivery logic, and the far - month is affected by production line cold repairs. Caustic soda prices are expected to fluctuate weakly due to supply pressure and weakening demand [71][72][75]. - **Logs**: The current price has limited trading value. It is in a position - shifting market, with the inventory decreasing and the spot price falling [76][78]. - **Propylene**: It is expected to maintain a shock pattern. The supply is relatively loose, demand is stable, and it is affected by the "anti - involution" policy [79][80]. Agricultural Products - **Oilseeds**: The external soybean market will focus on demand in the short term and is expected to fluctuate around the cost line in the medium term. The domestic soybean meal will continue the long - spread trend in the short term, and the medium - term supply depends on reserve releases. The rapeseed meal is in a supply - demand weak situation [81][82]. - **Oils**: The short - term trend is wide - range shock. Palm oil is affected by supply pressure, soybean oil is affected by soybean auctions, and rapeseed oil is affected by global supply. Attention should be paid to production and biodiesel information [82][83]. - **Cotton**: It is recommended to build long positions on dips. The downstream shows resilience, but short - term pressure exists. Attention should be paid to downstream orders and hedging pressure [84]. - **Sugar**: The price will remain weak. Global sugar production and trade data affect the price, such as India's high production and Brazil's high exports [85][86]. - **Apples**: The strategy is mainly to buy on dips. Consumption is sluggish, and inventory is slowly decreasing [87][88]. - **Red Dates**: The short - term downward space may be limited. New - season production is slightly reduced, and new - product supply is sufficient. Attention should be paid to pre - holiday procurement [89].