商务部已向WTO通报了牛肉保障措施案的裁决结论。国内产业呼吁调查机关尽快采取保障措施。 据了解，商务部已于12月19日向世界贸易组织（WTO）通报了牛肉保障措施裁决结论，并向各利害关 系方披露了裁决所依据的基本事实，正在抓紧推进完成最后的调查程序。 此次调查应中国畜牧业协会及国内9个牛肉主产区协会的申请，由商务部于2024年12月27日发起。该案 涉案金额高达137亿美元，是我国迄今为止案值最大的进口调查案件。我国牛肉进口国主要包括巴西、 阿根廷、乌拉圭、澳大利亚、新西兰和美国。 保障措施是WTO允许使用的贸易救济工具之一。根据《保障措施协定》，如进口出现激增，并导致国 内产业遭受严重损害，调查机关可以采取提高关税、数量限制等措施保护国内产业。 为何要发起这样一起调查？国内牛肉产业究竟承受了怎样的进口冲击？ 中国农业科学院北京畜牧兽医研究所副所长、国家肉牛产业技术体系首席科学家李俊雅接受第一财经记 者采访时表示，在大量低价进口牛肉的持续冲击下，国内牛肉及活牛市场价格长期受到压制，持续低位 运行。从养殖到屠宰加工，广大生产者普遍陷入亏损境地，整个产业链都面临严峻挑战。 "越卖越亏"的产业困境 对于当前产业链的艰 ...

（原标题：2025年南非口蹄疫疫情导致畜牧业出口收入损失约56亿兰特） 南非《每日商报》网站12月22日报道，南非农业部长斯汀霍森近期表示，受2025年口蹄疫疫情影 响，南非畜牧业正面临严重的出口限制和收入损失。据2024年出口数据估算，总计收入损失约56亿兰 特。 斯汀霍森回复自由阵线党议员维南德·博斯霍夫博士的书面问题时表示，预计新鲜和冷冻牛肉的年 均收入损失为37亿兰特，山羊肉和绵羊肉的年均收入损失为14亿兰特，活牛、活羊和活山羊的年均收入 损失为 5亿兰特。 斯汀霍森称，2025年1月起，中国、斯威士兰、莫桑比克、津巴布韦和纳米比亚等市场已完全禁止 南非出口产品。英国也已全面禁止马海毛进入其市场。约旦、黎巴嫩和沙特阿拉伯等中东国家仍维持部 分限制措施，要求保证进口产品不会传播口蹄疫病毒。 ...

WTI原油净多头头寸增加40,170手合约。 COMEX铜增加6,879手合约。 | | | | Weekly | Weekly | | --- | --- | --- | --- | --- | | Agricultur Dec. 9 | | Dec. 2 | Net Chg | % Chg | | Corn | 9,718 | 23,270 | -13,552 | -58.20% | | Soybeans | 180,338 | 215,426 | -35,088 | -16.30% | | Soybean ( | -7,636 | -2,684 | -4.952 | -184.50% | | Soybean N | 28,265 | 57,662 | -29,397 | -51.00% | | Wheat CB | -46,069 | -43,841 | -2,228 | -5.10% | | Wheat KC | -17,011 | -17,911 | 900 | 5.00% | | Sugar | -177,690 | -187,317 | 9,627 | 5.10% | | Cocoa | -12 ...

美国商品期货交易委员会（CFTC）补发11月18日当周交易员持仓报告：CBOT玉米净多头头寸增加 77,650手合约。 COMEX黄金头寸减少7,145手合约。 | 1 | | | | Weekly | Weekly | | --- | --- | --- | --- | --- | --- | | 2 | Agricultur Nov. 18 | | Nov. 11 | Net Chg | % Chg | | 3 | Corn | 38,127 | -39,523 | 77,650 | n/a | | 4 | Soybeans | 229,625 | 194,443 | 35,182 | 18.10% | | 5 | Soybean ( | -8,111 | -24,124 | 16,013 | 66.40% | | 6 | Soybean N | 59,311 | 30,026 | 29,285 | 97.50% | | 7 | Wheat CB | -48,691 | -58,761 | 10,070 | 17.10% | | 8 | Wheat KC | -19,939 | -33,217 | 13, ...

其中，WTI原油净多头头寸增加18,061手合约。 | | | | Weekly | Weekly | | --- | --- | --- | --- | --- | | Agricultur Nov. 4 | | Oct. 28 | Net Chg | % Chg | | Corn | -71,516 | -89,506 | 17,990 | 20.10% | | Soybeans | 178,683 | 118,489 | 60,194 | 50.80% | | Soybean ( | -21,258 | 1,555 | -22,813 | n/a | | Soybean N | 13,039 | -45,751 | 58,790 | n/a | | Wheat CB | -70,613 | -75,133 | 4,520 | 6.00% | | Wheat KC | -42,454 | -51,708 | 9,254 | 17.90% | | Sugar | -198,231 | -168,411 | -29,820 | -17.70% | | Cocoa | 1,998 | -375 | 2,373 ...

中新网忻州12月2日电 题：从"粮袋子"到"钱袋子" 山西繁峙绘就乡村振兴新图景 作者 杨静 钟昱星 陈磊 冬日的晋北小城山西省繁峙县，田间地头、工厂车间处处涌动着发展活力。智能粮仓内，谷粒流泻，端 牢"粮袋子"的底气在此沉淀；黄酒车间里，酒香蒸腾，"土特产"变"抢手货"的活力在此弥漫；桔梗田垄 间，村民俯身整地，小作物撬动"大产业"的希望在此扎根……繁峙县聚焦粮食安全、产业振兴、科技赋 能与民生改善，绘就出"农业强、农村美、科技新、农民富"的乡村振兴新图景。 守牢"粮袋子" 耕地结出"金穗子" "以前零散种粮勉强糊口，现在加入合作社搞规模种植，成本省了、收入也稳了。"繁峙县大营镇福康种 植中心负责人武付元说。作为国家级农业产业强镇，大营镇通过"农户+合作社"模式流转土地4000余 亩，发展小杂粮种植与经济林产业，撂荒地变身"致富田"。 "十四五"期间，繁峙县严守耕地红线，粮食作物播种面积稳定在55.59万亩，有机旱作示范基地带动小 杂粮种植达8.87万亩，占农作物播种面积的15.98%，成为农民增收的重要支撑。 为保障秋粮归仓，该县建立三级统筹调度机制，组建农技专班、调配50台收割机、布局8处粮食烘干 点， ...

中信证券研报称，双节后供需平稳，奶价进入磨底阶段，合同内外价格环比平稳，乳制品需求持续承 压，其中常温表现弱于低温，深加工及出海低基数下快速成长，未来前景广阔。Q3肉牛价格整体高位 波动，2024年以来存栏累计去化或超过10%，预计2026年肉牛供给端存在下降压力，参考上轮肉牛周期 去化及价格回升节奏，我们判断本轮周期活牛价格仍有上行空间。继续看好肉牛原奶周期共振。 ...

Core Insights - The agricultural market shows mixed trends in livestock and poultry prices, with some products experiencing price increases while others decline [1][2][3][4][5][6] Livestock Prices - The average price of piglets nationwide is 24.14 yuan/kg, down 1.0% week-on-week and 29.2% year-on-year [2] - The average price of live pigs is 12.50 yuan/kg, down 1.1% week-on-week and 26.6% year-on-year [2] - The average price of pork is 23.02 yuan/kg, down 0.5% week-on-week and 19.1% year-on-year [2] - In contrast, the average price of beef is stable at 71.37 yuan/kg, with a year-on-year increase of 6.7% [4] - The average price of lamb is 71.32 yuan/kg, up 0.3% week-on-week and 2.0% year-on-year [4] Poultry Prices - The average price of eggs is 8.61 yuan/kg, down 0.6% week-on-week and 22.4% year-on-year [3] - The average price of chicken is 22.34 yuan/kg, down 0.1% week-on-week and 5.2% year-on-year [3] - The average price of broiler chicks is 3.50 yuan each, down 0.8% week-on-week and 11.8% year-on-year [3] Feed Prices - The average price of corn is 2.43 yuan/kg, stable week-on-week and up 3.4% year-on-year [6] - The average price of soybean meal is 3.29 yuan/kg, stable week-on-week and down 1.8% year-on-year [6] - The average price of feed for fattening pigs is 3.36 yuan/kg, stable week-on-week and down 0.9% year-on-year [6]

Core Viewpoint - The recent trade agreement between Argentina and the United States has been criticized by experts for placing Argentina at a "complete disadvantage," suggesting that it will not improve the Argentine economy but rather impose additional burdens on it [1]. Group 1: Trade Agreement Details - Argentina will open its market to U.S. agricultural products, including live cattle and poultry, and simplify the registration process for U.S. beef and beef products [2]. - The agreement is seen as problematic because both Argentina and the U.S. are major agricultural exporters, and the U.S. has a higher level of industrialization in agriculture, which could negatively impact Argentina's agricultural development [2]. Group 2: Economic and Political Implications - Opening the market to the U.S. violates the unified external tariff regulations of the Southern Common Market (Mercosur), potentially affecting Argentina's economic relations with neighboring countries [4]. - The agreement has been described as "unequal," with Argentina making concessions in various areas such as tariffs, non-tariff barriers, intellectual property, agricultural market access, and labor issues, while the U.S. has not made clear concessions, effectively giving U.S. companies preferential market access [4]. - The Argentine Interior Minister compared the trade agreement to the historical Roca-Runciman Agreement with the UK, which is viewed as having allowed the UK to exert control over the Argentine economy at a low cost [4].

Core Viewpoint - The recent trade agreement between Argentina and the United States has been criticized for placing Argentina at a "complete disadvantage," failing to improve its economy and potentially increasing its burdens [1][2]. Group 1: Trade Agreement Details - Argentina will open its market to U.S. agricultural products, including live cattle and poultry, and simplify the registration process for U.S. beef and beef products [1]. - The agreement requires Argentina to make concessions in areas such as tariffs, non-tariff barriers, intellectual property, agricultural market access, and labor issues, while U.S. concessions are not clearly defined [2]. Group 2: Economic Implications - Argentine economist Jorge Marchini argues that the agreement could negatively impact Argentina's agricultural development due to competition with the highly industrialized U.S. agricultural sector [1]. - The agreement may violate the common external tariff regulations of the Southern Common Market (Mercosur), affecting Argentina's economic relations with neighboring countries [1]. Group 3: Historical Context - The trade agreement has been compared to the historical Roca-Runciman Agreement with the UK, which forced Argentina to make significant concessions to maintain access to the British beef market, leading to increased control of the Argentine economy by foreign powers [2].