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浙江省舟山市市场监督管理局食品安全监督抽检信息通告(2025年第8期)
2. 食品抽检不合格—20250630 近期,糖果制品、方便食品、水果制品、粮食加工品、食用油、油脂及其制品、调味品、乳制品、酒类、食糖、餐饮食品、肉制品、炒货食 品及坚果制品、水产制品、糕点、饼干、食用农产品、速冻食品、饮料等18类食品209批次样品。根据食品安全国家标准检验和判定:抽样检 验合格205批次、不合格4批次(见附件)。不合格项目涉及农药残留超标、食品添加剂超标等。具体情况通告如下: 一、农药残留超标 (一)舟山市金塘智豪生活超市(个体工商户)销售的荷兰豆,噻虫胺不符合食品安全国家标准规定。 二、食品添加剂超标 (二)舟山高新技术产业园区和家优选生活超市(个体工商户)销售的杨梅,脱氢乙酸及其钠盐不符合食品安全国家标准规定。 (三)舟山市新城多又鲜水果店和舟山市定海区果之优品水果店销售的杨梅,甜蜜素不符合食品安全国家标准规定。 对抽检中发现的不合格产品,我局要求定海、新城、金塘、高新区等地的市场监管部门督促食品经营环节有关单位立即采取下架等措施控制 风险。以上核查单位自通告发布之日起7日内向社会公布风险防控措施,3个月内向舟山市市场监督管理局报告核查处置情况并向社会公布。 特此通告。 3.食品抽检 ...
再评估美国生物质柴油原料需求增量的问题
Guo Tou Qi Huo· 2025-06-16 10:04
2024 年植物油方面基本是美国加拿大墨西哥的本土原料为主,而动物油脂和黄油脂方面还 是有其他区域的原料。其中牛油方面其他区域原料为 68 万吨,黄油脂方面其他区域原料为 218 万吨,牛油和黄油脂合计为 286 万吨。抑制非北美的原料,由于玉米油的产量跟燃料乙 醇相关,相对偏稳定,容易增加北美本土菜籽油豆油的用量。 由于美国在 2024 年生物质柴油是净进口国家。我们粗略的将生物质柴油的量转化为原料的 量,生物柴油净进口+可再生柴油净进口的量转化为总原料,为 277 万吨。 再评估美国生物质柴油原料需求增量的问题 ———— 吴小明 投资咨询号:Z0015853 国投期货研究院 2025-06-16 在《美国生物柴油政策利多,美豆油大涨》这篇文章中,我们对非美植物油需求的粗略预估 为如下内容。 "按照 2026 年和 2027 年 56.1 和 58.6 亿加仑的生物质柴油义务量看来,比对 2024 年全年实 际生产+净进口的数据(2025 年全年数据暂时缺少,叠加 2025 年近来需求表现偏弱,先粗 略的用 2024 年的数据参考)。2024 年美国生物质柴油的产量是 48.6 亿加仑+净进口 7.5 亿 ...
福建省宁德市食品安全监督抽检信息公告(2025年第3期)
转自:宁德市人民政府网站 本期公告的食品安全监督抽检信息涉及糕点(含粽子)、粮食加工品、食用油、油脂及其制品、调味品、饮料、乳制品、肉制品、水产制品、饼干、薯类和 膨化食品、餐饮食品、食用农产品等12大类食品,共计216批次,其中合格212批次,不合格4批次。具体明细详见附件1、附件2。 宁德市市场监管局已要求属地市场监管部门对不合格样品进行核查处置,依法查处不合格样品生产经营者的违法违规行为,督促生产经营者履行法定主体责 任,防控食品安全风险。 特别提醒消费者,如购买或在市场上发现公告所列的不合格食品,请拨打投诉举报电话12315进行投诉举报。 特此公告。 附件1.食品监督抽检合格产品信息表-第3期 附件2.食品监督抽检不合格产品信息表-第3期 食品安全知识小贴士-第3期 附件下载 附件1 食品监督抽检合格产品信息表-第3期 食品抽检依据为 GB 2760《食品安全国家标准 食品添加剂使用标准》、GB 2763《食品安全国家标准 食品中农药最大残留限量》、GB 2762《食品安全国 家标准 食品中污染物限量》等标准及经备案现行有效的企业标准和产品明示质量要求、相关的法律法规、部门规章和规定。 食品抽检项目包 ...
山东邹平:“三维驱动”锻造产城融合新典范,激活城镇发展新动能
Zhong Guo Fa Zhan Wang· 2025-06-10 06:27
人才兴城:智力引擎激活持续发展内动力。城镇的活力与未来,核心在于人才。邹平市将人才视为灵 魂,创新实施"金字塔式"人才工程。塔尖聚焦高端引领,培育引进国家级人才2人、省级高层次人才4 人、科技领军人才30人。塔身强化骨干支撑,跻身全省高校毕业生"最具吸引力"县城十强,入选省人才 引领县域高质量发展试点县,获批省重大科技项目16项,获资5300万元,显著优化了人口结构。塔基着 力环境营造,推行"科技副职"制度,开展"政府搭桥""博士进企"活动,设立国信同炬产业引导基金,加 速科技企业孵化器建设,启动湖西科创新城规划,全社会研发投入占比连续三年全省县域第一。系统性 的人才生态建设,驱动了产业创新与经济增长,促进了消费升级与社区文化繁荣,持续激发了城镇发展 的内生动力与创新活力,为城镇化建设"滨州样本"提供宝贵经验。(滨州市发展和改革委员会 董寒、 张园) 产业筑基:科技创新锻造城镇经济硬支撑。坚实的产业是城镇可持续发展的根基。邹平市以科技创新为 引擎,依托全球领先的轻量化铝产业集群,构建起"1+3+N"立体化铝产业生态体系。其中,"1"指以千 亿级龙头企业魏桥创业集团为引领,年保障电解铝产能160万吨,高端铝水直 ...
苏垦农发拟1.78亿元增持太阳股份 食用油市场行情已有所好转
Mei Ri Jing Ji Xin Wen· 2025-06-04 16:06
公开信息显示,太阳股份前身为江苏金太阳油脂有限责任公司,成立于1996年,后于2015年11月整体变 更为股份公司,并同时更名。2016年4月,太阳股份在新三板挂牌。 2019年,苏垦农发通过受让与定增相结合的方式取得太阳股份控股权,收购完成后,太阳股份股权结构 未发生变动。截至本次交易前,太阳股份总股本为8000万股,苏垦农发持股51.25%。 根据公告,苏垦农发此次拟使用自有资金,以现金为对价,通过特定事项协议转让方式受让太阳股份股 东股份,交易共计投资金额为1.78亿元。交易完成后,苏垦农发所持股份占太阳股份股本总额的80%。 根据苏垦农发在公告中的说法,此次增持是基于整体战略布局及业务发展需要,目的是进一步优化资源 配置,提高运营决策效率,降低管理成本。 一旦增持完成,苏垦农发在太阳股份的话语权将大大提高。根据公告,在标的股份过户且苏垦农发支付 80%转让价款后1个月内,太阳股份将召开股东会,改组董事会、监事会,修订公司章程。改组后的董 事会成员人数为5名,其中受让方(苏垦农发)提名4名董事人选,并推荐其中一名为董事长候选人,转 让方提名1名董事人选。改组后的监事会由3名监事组成,双方各提名1名监事人 ...
REX American Resources (REX) - 2026 Q1 - Earnings Call Transcript
2025-05-28 16:02
REX American Resources (REX) Q1 2026 Earnings Call May 28, 2025 11:00 AM ET Company Participants Douglas Bruggeman - VP of Finance, CFO & TreasurerStuart Rose - Executive Chairman & Head of Corporate DevelopmentZafar Rizvi - CEO, President & Director Conference Call Participants Peter Gastreich - Managing Director - Energy and Sustainability Analyst Operator Greetings, and welcome to the REX American Resources Corporation's First Quarter twenty twenty five Earnings Call. At this time, all participants are i ...
REX American Resources (REX) - 2026 Q1 - Earnings Call Transcript
2025-05-28 16:00
Financial Data and Key Metrics Changes - In Q1 2025, ethanol sales volumes were 70.9 million gallons, down from 74.5 million gallons in Q1 2024, with an average selling price of $1.76 per gallon [10] - Gross profit for Q1 2025 was $14.3 million, slightly down from $14.5 million in Q1 2024, primarily due to lower sales prices for dry distiller grains [11] - Net income attributable to REX shareholders was $8.7 million or $0.51 per diluted share, compared to $10.2 million or $0.58 per diluted share in Q1 2024 [12] - Cash, cash equivalents, and short-term investments at the end of Q1 were $315.9 million, reflecting ongoing capital investments and share repurchases [12] Business Line Data and Key Metrics Changes - Dry distiller grain sales volumes were approximately 153,000 tons with an average selling price of $145.65 per ton [10] - Modified distillery grain volumes totaled approximately 22,000 tons with an average selling price of $73.44 per ton [11] - Corn oil sales volumes were approximately 21.4 million pounds during the quarter with an average selling price of $0.46 per pound [11] Market Data and Key Metrics Changes - U.S. ethanol exports through March 2025 were nearly 19% higher than the same period in 2024, with March 2025 exports up 23% compared to March 2024 [16][17] - The company anticipates stable performance in Q2 2025, expecting another profitable result [16] Company Strategy and Development Direction - The company is focused on organic growth initiatives, including carbon capture and expansion of ethanol production capacity, with a combined budget range of $220 million to $230 million for both projects [5][9] - REX continues to evaluate potential acquisition opportunities that meet strict operational and financial criteria [5] - The company is committed to delivering consistent value to shareholders through share buybacks, having repurchased approximately 822,000 shares for $32.7 million in Q1 2025 [6][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate uncertain regulatory and market conditions, highlighting the strength of the balance sheet [4] - The company is closely monitoring potential changes to the Inflation Reduction Act and other regulatory developments that could impact future economic decisions [8] - Management remains optimistic about the ethanol sector's favorable market conditions and expects record corn production to boost profits for the rest of the year [29] Other Important Information - The company has maintained a strong financial position with no bank debt [13] - The ongoing technical review of the ethanol facility expansion is expected to enhance long-term operational efficiencies [7] Q&A Session Summary Question: What drives REX's ability to consistently deliver performance? - Management attributed consistent profitability to strong leadership, effective monitoring of market conditions, and a dedicated team [20][22] Question: What specific deregulation measures would help smooth the runway? - Management noted that regulatory developments are currently in limbo and emphasized the importance of monitoring changes closely [24][27] Question: Thoughts on industry fundamentals and ethanol margins? - Management expects positive trends in ethanol margins due to strong corn production and favorable export conditions, while also monitoring natural gas prices closely [29]
The Andersons (ANDE) 2025 Conference Transcript
2025-05-14 14:30
Summary of The Andersons (ANDE) Conference Call Company Overview - The Andersons is a diversified agribusiness operating in grain trading, ethanol production, and plant nutrients, with a strong presence in the Eastern Corn Belt and recent expansion into the Western Corn Belt through the Skylin grain investment [2][6] Key Points and Arguments Leadership Transition - CEO Bill Krueger has been in the role since October, succeeding Pat Bo, and has been with the company since the Lansing acquisition [3] - The company has tripled in size since January 1, 2019, indicating significant growth and transformation [3] Business Segments and Strategy - The Andersons has combined its nutrient business with its trade group to enhance operational efficiency [5] - The company has adopted a more asset-light model since 2019, allowing for greater flexibility and nimbleness in operations [7][8] - The Skylin investment has filled gaps in the company's asset footprint, particularly in Southwest Kansas and the Texas Panhandle [6][21] Market Dynamics - The wheat market is currently balanced, with the U.S. showing a slight oversupply at a carryout of 1.6 million bushels [10][11] - Global corn demand is well-structured, but competition from Milo and wheat is affecting corn demand in the U.S. [11][12] - Fertilizer demand remains high despite a weaker financial position for some farmers, attributed to precision agriculture practices [14][15] Tariffs and Trade - Recent changes to tariffs and port fees have reduced risks for The Andersons, particularly regarding exports from the Great Lakes [18][20] - The company is well-positioned to navigate the current tariff environment, especially concerning fertilizer and wheat imports [18] Financial Performance and Outlook - The Skylin investment is expected to contribute $30 million to $40 million in EBITDA on a run-rate basis [25] - Ethanol margins are expected to improve through Q2 and Q3, driven by increased gasoline demand and potential E15 mandates [31][32] - The company anticipates a stable inventory level for ethanol, similar to the previous year, with a positive outlook on exports [36] Renewable Diesel and Feedstock Opportunities - The Renewable Volume Obligation (RVO) is expected to drive demand for feedstocks, positively impacting The Andersons' renewable diesel feedstock business [40][41] - The company has a target to increase its renewable diesel feedstock trading from 1.5 billion pounds to 2 billion pounds [42] Capital Expenditure and Growth Strategy - The company plans to invest approximately $200 million in CapEx for 2025, focusing on efficiency improvements and potential acquisitions [52] - The current environment is seen as favorable for acquisitions, with a preference for larger deals (doubles and triples) rather than smaller ones [53][54] Key Milestones and Monitoring - Investors should monitor the growing season, proposed legislation, and the company's carbon sequestration permit filing in Indiana [63][64] - The company is focused on optimizing its portfolio and addressing underperforming profit centers [66][67] Additional Important Insights - The Andersons has a robust internal growth project pipeline, with significant investments planned for the Port of Houston and other projects [51] - The company is considering share repurchase options, balancing this with potential acquisition opportunities [59][60] This summary encapsulates the key discussions and insights from The Andersons' conference call, highlighting the company's strategic direction, market dynamics, and financial outlook.
金龙鱼:大健康产品毛利率一般会高于普通粮油,相信其能为公司带来销量增长及利润贡献
Cai Jing Wang· 2025-05-14 02:51
Core Viewpoint - The company is experiencing stable household consumption in Q1 2025, with strong growth in high-end products, while facing price competition in lower-end products [1][2] Group 1: Product Trends - In Q1 2025, household consumption remains stable, with fast growth in high-end products such as Hu Jihua peanut oil, Waipojiang small-pressed rapeseed oil, OLEA olive oil, corn oil, and sunflower oil [1] - Products primarily competing on price, like soybean oil, are affected by industry price competition [1] Group 2: Health Product Development - The "Fengyitang" health products will have multiple forms, including raw materials in rice, flour, and oil products, and ready-to-eat products like plant sterol soy milk [1] - The domestic market shows significant demand for health products, which generally have higher profit margins than regular grain and oil products, indicating potential for sales growth and profit contribution [1] Group 3: Marketing and Channel Strategy - The company focuses on specific target groups and channels for promoting "Fengyitang" health products, such as hospitals, rehabilitation centers, and elderly care institutions [2] - Collaborations with restaurants allow consumers to experience health products directly, fostering organic word-of-mouth promotion [2] - Positive feedback from trial products in employee cafeterias boosts confidence in the health product line [2]
金龙鱼(300999) - 2025年5月6-9日投资者关系活动记录表
2025-05-13 13:32
Group 1: Market Trends and Product Performance - In Q1 2025, household consumption remained stable, with high-end products like Hu Jihua peanut oil and Ouwangxiang cold-pressed rapeseed oil showing rapid growth, while price-competitive products like soybean oil faced industry competition [2][3] - Domestic soybean supply is expected to improve as South American soybeans arrive in May, alleviating tight supply conditions [3] - The company is developing health-oriented products under the "Fengyitang" brand, leveraging traditional Chinese concepts and advanced processing technology [3][4] Group 2: Financial Performance and Taxation - The company's Q1 2025 tax rate is high due to increased total profits and varying tax rates among subsidiaries, with some high-tax subsidiaries profitable and others at a loss [4] - The outlook for the flour business in 2024 is cautious, with expected improvement due to stable and slightly rising wheat prices after a poor performance in 2023 [4] Group 3: Pricing and Supply Outlook - Palm oil prices are expected to stabilize or decrease due to recovering production and increased inventory, despite previous supply tightness [4] - The company anticipates that the gross margin for health products will be higher than that of regular grain and oil products, contributing to future sales growth and profit [3][4] Group 4: Marketing and Distribution Strategies - The marketing strategy for "Fengyitang" health products focuses on specific demographics and channels, including hospitals and rehabilitation centers, to enhance consumer experience and awareness [3] - Employee feedback from product trials in company cafeterias has been positive, indicating strong confidence in the health product line [3]