中国发展网讯11月27日青岛市价格认证和监测中心价格监测科市场巡查显示：超市、农贸市场粮油及其 他重要民生商品储备充足，销售情况平稳，未出现断档脱销、价格异常波动情况，总体价格运行在合理 区间。 粮油价格平稳面粉(特一粉)为2.35元(平均零售价格，每500克，下同)、大米(一级长粒)为3.29元、花生油 (5升桶装)为133.10元，均与昨日持平； 肉类价格平稳五花肉为14.20元、精瘦肉为14.40元、牛肉为37.50元、羊肉为41.20元，均与昨日持平； 海产品价格基本平稳带鱼平均价格为15元、鲅鱼为10.33元、海明虾为34元，虾皮为35元、干海带为 19.67元，牡蛎为7.17元，均与昨日持平，个别产品销量略有增加，市场整体较为平稳。(青岛市价格认 证和监测中心) 鸡蛋价格平稳鸡蛋为3.41元，与昨日持平； 蔬菜价格小幅上涨蔬菜批发市场成交量较昨日增加3.43%。各农贸市场、超市蔬菜品种丰富、供应稳 定，整体价格上涨，批发价格为2.25元，较昨日上涨0.45%； ...

生产资料市场：基础化学原料价格以涨为主，其中硫酸、纯碱分别上涨4.1%和0.3%，聚丙烯、甲醇分 别下降2.1%和1.3%。橡胶价格继续上涨，其中天然橡胶、合成橡胶分别上涨0.9%和0.8%。煤炭价格略 有波动，其中动力煤、无烟块煤每吨793元和1167元，分别上涨0.6%和0.2%，炼焦煤每吨1073元，下降 0.3%。钢材价格略有上涨，其中螺纹钢、热轧带钢、高速线材每吨3337元、3490元和3523元，分别上 涨0.5%、0.4%和0.2%。化肥价格稳中略涨，其中尿素与前一周基本持平，三元复合肥上涨0.4%。成品 油批发价格基本平稳，其中92号汽油、95号汽油均与前一周基本持平，0号柴油上涨0.1%。有色金属价 格小幅回落，其中铝、锌、铜分别下降0.9%、0.9%和0.3%。 商务大数据显示，11月17日至23日，全国食用农产品市场价格比前一周（环比，下同）下降0.1%，生 产资料市场价格比前一周上涨0.2%。 食用农产品市场：30种蔬菜平均批发价格每公斤5.62元，下降0.9%，其中莴笋、西兰花、菠菜分别下降 8.0%、7.7%和3.8%。禽产品批发价格小幅下降，其中鸡蛋、白条鸡分别下降1.1%和0. ...

Core Insights - The "Agricultural Product Wholesale Price 200 Index" increased by 0.18 points to 126.32 on November 27, indicating a slight rise in wholesale prices of agricultural products [1] - The "Vegetable Basket" product wholesale price index rose by 0.20 points to 128.56, reflecting a similar upward trend in vegetable prices [1] Price Changes in Key Products - The average price of pork reached 18.07 yuan/kg, up by 1.1% from the previous day [1] - Beef prices increased to 66.60 yuan/kg, marking a 0.9% rise [1] - Chicken egg prices rose by 1.1% to 7.35 yuan/kg [1] - The average price of white strip chicken increased by 1.7% to 17.65 yuan/kg [1] - The average price of 28 monitored vegetables decreased by 0.7% to 5.74 yuan/kg [1] - The average price of 6 monitored fruits fell by 0.4% to 7.28 yuan/kg [1] Notable Price Movements - Among the 46 monitored fresh agricultural products, the top five price increases were for white catfish (4.2%), pineapple (2.8%), flower catfish (1.7%), white strip chicken (1.7%), and cucumber (1.5%) [2] - The top five price decreases were for watermelon (4.9%), pumpkin (2.7%), asparagus lettuce (2.6%), onion (2.6%), and winter melon (2.4%) [2]

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 126.32, up by 0.18 points from the previous day, indicating a slight rise in wholesale prices of agricultural products [1] - The "Vegetable Basket" product wholesale price index rose to 128.56, up by 0.20 points from the previous day, reflecting a similar trend in vegetable prices [1] Price Summary - Average wholesale price of pork reached 18.07 yuan/kg, an increase of 1.1% from the previous day [1] - Average wholesale price of beef was 66.60 yuan/kg, up by 0.9% [1] - Average wholesale price of mutton decreased to 62.64 yuan/kg, down by 0.9% [1] - Average wholesale price of eggs rose to 7.35 yuan/kg, an increase of 1.1% [1] - Average wholesale price of broiler chicken was 17.65 yuan/kg, up by 1.7% [1] Vegetable and Fruit Prices - Average price of 28 monitored vegetables was 5.74 yuan/kg, down by 0.7% [1] - Average price of 6 monitored fruits was 7.28 yuan/kg, down by 0.4% [1] Fish Prices - Average price of crucian carp was 18.98 yuan/kg, down by 2.0% [1] - Average price of carp was 13.90 yuan/kg, down by 0.8% [1] - Average price of white catfish increased to 10.09 yuan/kg, up by 4.2% [1] - Average price of large hairtail was 40.19 yuan/kg, up by 0.7% [1]

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 126.32, up by 0.18 points from the previous day [1] - The "Vegetable Basket" product wholesale price index rose to 128.56, an increase of 0.20 points from the previous day [1] Price Changes - Average wholesale price of pork reached 18.07 yuan/kg, up by 1.1% from the previous day [1] - Average wholesale price of beef was 66.60 yuan/kg, an increase of 0.9% from the previous day [1] - Average wholesale price of mutton decreased to 62.64 yuan/kg, down by 0.9% from the previous day [1] - Average wholesale price of eggs was 7.35 yuan/kg, up by 1.1% from the previous day [1] - Average wholesale price of broiler chicken was 17.65 yuan/kg, an increase of 1.7% from the previous day [1] Vegetable and Fruit Prices - Average price of 28 monitored vegetables was 5.74 yuan/kg, down by 0.7% from the previous day [1] - Average price of 6 monitored fruits was 7.28 yuan/kg, down by 0.4% from the previous day [1] Fish Prices - Average price of crucian carp was 18.98 yuan/kg, down by 2.0% from the previous day [1] - Average price of carp was 13.90 yuan/kg, down by 0.8% from the previous day [1] - Average price of white catfish increased to 10.09 yuan/kg, up by 4.2% from the previous day [1] - Average price of large hairtail was 40.19 yuan/kg, an increase of 0.7% from the previous day [1]

Economic Impact on Japan - Recent comments regarding Japan's economy and its relationship with China have sharply deteriorated, leading to significant economic damage for Japan [1] - The USD/JPY exchange rate has approached the "market rescue red line" of 160, with the stock market and government bonds continuing to decline, exacerbating investor panic [1] - China's countermeasures, such as halting imports of Japanese seafood and beef negotiations, have further weakened Japan's already fragile economy [1] Japan-China Relations - Many Japanese right-wing figures are advocating for a "counterattack" against China, drawing parallels to Japan's previous actions against South Korea [4] - The notion that Japan can apply similar pressure on China as it did with South Korea is considered misguided due to the fundamental differences in their industrial structures [4] - Japan's past export controls on South Korea were effective because South Korea lacked strong countermeasures, a situation that does not apply to China [4] Semiconductor Market Dynamics - China accounts for over 35% of global semiconductor demand, and losing this market would result in substantial economic losses for Japan, with some core companies deriving up to 40% of their revenue from China [6] - China's semiconductor industry has shown resilience and innovation in response to international sanctions, with new companies actively developing high-end materials [6] - Japan's reliance on pressure tactics may backfire, as China's self-sufficiency in semiconductor materials continues to improve [6] Strategic Considerations - Japan's previous strategies against South Korea may not be applicable in the current Japan-China economic relationship, as unilateral pressure could provoke retaliation and lead to self-inflicted damage [8] - The complexity of global economic interdependence necessitates a more nuanced approach, rather than a simplistic application of past tactics [8] - Both Japan and China should consider how to achieve a mutually beneficial outcome through dialogue and cooperation, rather than escalating tensions [8]

Core Viewpoint - The Chinese beef cattle industry is experiencing a recovery in 2023, with an increase in beef production and prices, despite a decline in cattle inventory by 4.4% at the end of 2024 compared to the previous year, marking the end of five consecutive years of growth [1][3]. Group 1: Industry Recovery - The overall recovery of the beef cattle industry in China is evident, with beef production reaching 5.5 million tons in the first three quarters of 2023, a year-on-year increase of 3.3% [2]. - The number of beef cattle slaughtered in the same period was 35.64 million heads, reflecting a 2.0% increase year-on-year [2]. - Beef prices have rebounded, with the cost of slaughter cattle rising from 10-12 yuan per jin in August 2022 to around 14 yuan per jin in August 2023, positively impacting the confidence of breeding farms [2]. Group 2: Policy Impact - The recovery is attributed to changes in supply-demand dynamics and significant policy support, as highlighted in the 2025 Central Document No. 1, which emphasizes stabilizing the beef cattle industry [2]. - The previous year's market saw a structural change in consumption and a surge in low-priced imported beef, leading to significant price drops and losses for domestic breeders [2]. Group 3: Long-term Challenges - The long breeding cycle of cattle complicates timely adjustments to production based on market demand, with a typical cycle spanning 28 months [5]. - The current trend of diverting breeding cows into the fattening market could reduce the breeding stock in the long term, posing risks to sustainable development in the beef cattle industry [5]. Group 4: Regional Advantages - Henan province, a traditional beef cattle breeding area, reported a beef production of 391,300 tons in 2024, a 3.0% increase [6]. - The logistics cost advantage in Henan, particularly from Qingdao Port, and lower feed costs contribute to the region's competitive edge in beef production [7]. Group 5: Future Development Goals - The company aims to double its beef cattle inventory in Henan to 40,000 heads and achieve an annual processing capacity of 400,000 tons, generating approximately 30 billion yuan in revenue [7]. - The establishment of a supply chain division aims to enhance cost efficiency through collaborative procurement and cross-regional cooperation [8]. Group 6: Industry Transformation - The beef cattle industry is transitioning from traditional to modern, intensive practices, necessitating large enterprises to lead this transformation by addressing industry challenges [10]. - The integration of data-driven management and the expansion of deep processing capabilities are essential for increasing the value-added of beef products [10].

Core Insights - The trade tensions between the US and China have escalated, particularly under Trump's administration, which has implemented significant tariffs on Chinese goods, impacting various sectors, especially agriculture [2][3][5] - The US agricultural sector, despite its strength, is facing challenges due to retaliatory tariffs from China, leading to a sharp decline in exports and financial strain on American farmers [3][5][10] - China is actively seeking alternative sources for agricultural imports, reducing its reliance on US products, which has implications for global trade dynamics [5][8][10] Group 1: US Agricultural Sector - The US is a leading agricultural exporter, with corn production reaching 386 million tons in 2023, significantly outpacing China [2] - The agricultural workforce constitutes only 1.5% of the US population, yet it supports 18% of global food supply, showcasing high efficiency and productivity [2] - In response to tariffs, US agricultural exports to China have plummeted, with soybean exports dropping nearly 50% in the first half of 2025 [3][10] Group 2: China's Response and Strategy - China has imposed retaliatory tariffs of up to 34% on US agricultural products, targeting key exports like soybeans and corn, which directly affects US farmers [3][5] - China is diversifying its agricultural imports, increasing purchases from Brazil and Argentina, which have seen significant growth in their export volumes to China [5][8] - The Chinese government is investing in agricultural technology and practices to enhance productivity and reduce dependency on US imports, including initiatives like the "vegetable basket project" [8][10] Group 3: Trade Dynamics and Future Outlook - The ongoing trade war is reshaping global supply chains, with companies relocating to other Asian countries to avoid US tariffs, while Chinese firms are seizing opportunities to invest in manufacturing [10][12] - Despite temporary agreements, the core issues remain unresolved, and the agricultural sector in the US continues to face significant challenges due to the tariffs [10][12] - The long-term outlook suggests that China's agricultural sector is strengthening, potentially leading to a shift in the balance of power in global agriculture [12][13]

Core Insights - The "Agricultural Product Wholesale Price 200 Index" increased by 0.24 points to 125.94 on November 25, indicating a slight rise in wholesale prices of agricultural products [1] - The "Vegetable Basket" product wholesale price index rose by 0.28 points to 128.13, reflecting an upward trend in vegetable prices [1] Price Changes in Key Products - Average pork price decreased by 1.1% to 17.72 yuan/kg, while beef price increased by 0.7% to 66.88 yuan/kg [1] - Average prices for lamb, eggs, and white strip chicken showed minor fluctuations, with lamb down by 0.3% to 62.60 yuan/kg and white strip chicken up by 0.3% to 17.55 yuan/kg [1] - The average price of 28 monitored vegetables rose by 0.2% to 5.76 yuan/kg, while the average price of 6 monitored fruits decreased by 0.3% to 7.29 yuan/kg [1] Price Fluctuations in Specific Categories - Among 46 monitored fresh agricultural products, the top five price increases were for cabbage (2.3%), green onion (2.2%), cauliflower (2.0%), large yellow croaker (1.7%), and watermelon (1.6%) [2] - The top five price decreases were for pineapple (2.8%), white bream (1.9%), carp (1.8%), shiitake mushrooms (1.7%), and asparagus lettuce (1.5%) [2]

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 125.94, up by 0.24 points from the previous day [1] - The "Vegetable Basket" product wholesale price index rose to 128.13, an increase of 0.28 points from the previous day [1] Price Summary - Average wholesale price of pork is 17.72 yuan/kg, down by 1.1% from yesterday [1] - Average wholesale price of beef is 66.88 yuan/kg, up by 0.7% from yesterday [1] - Average wholesale price of lamb is 62.60 yuan/kg, down by 0.3% from yesterday [1] - Average wholesale price of eggs is 7.35 yuan/kg, unchanged from yesterday [1] - Average wholesale price of broiler chicken is 17.55 yuan/kg, up by 0.3% from yesterday [1] - Average price of 28 monitored vegetables is 5.76 yuan/kg, up by 0.2% from yesterday [1] - Average price of 6 monitored fruits is 7.29 yuan/kg, down by 0.3% from yesterday [1] - Average price of crucian carp is 19.15 yuan/kg, down by 0.9% from yesterday [1] - Average price of carp is 13.90 yuan/kg, down by 1.8% from yesterday [1] - Average price of white catfish is 9.96 yuan/kg, down by 1.9% from yesterday [1] - Average price of large hairtail is 40.38 yuan/kg, up by 0.4% from yesterday [1]