眼下，农业农村部正实施奋战60天抗秋汛抢麦播促壮苗行动。此前召开的国务院常务会议提出，统 筹做好种子、化肥等农资保供稳价。 国家统计局数据显示，前三季度农业生产形势良好，农林牧渔业增加值同比增长4.0%，拉动经济 增长0.3个百分点。具体看，畜牧业生产稳定发展，前三季度全国猪牛羊禽肉产量7312万吨，同比增长 3.8%，生猪存栏出栏继续增长。农产品市场供应充裕，价格平稳运行，前三季度全国农产品生产者价 格同比下降3.6%。整体情况正如国务院常务会议所指出的，"全年粮食有望再获丰收，菜篮子产品供应 充足"。 要多措并举稳定"菜篮子"产品生产。再有一个多月就是元旦，"菜篮子"产品进入消费旺季。"菜篮 子"产品供应的难点在冬季，在北方，在大中城市。加强供求信息和市场价格监测预警，搞好产销衔接 生产储运，保障鲜活农产品供应。加强北方大中城市周边设施蔬菜生产，加强南菜北运基地建设，合理 安排品种结构和上市档期，确保均衡供应，提高冬季蔬菜供给能力。针对冬季易发的雨雪冰冻等灾害天 气，加强指导服务，适时采摘收获上市，确保市场供应不脱销、不断档。 季节往复，农时不停。要立足资源禀赋，践行大食物观，拓展农业多种功能、挖掘农业多 ...

媒体报道称，今年以来港股新股市场保持畅旺，IPO募资总额有望突破400亿美元，创下四年新高。分 析人士指出，市场活跃度的提升为企业上市提供了更有利的发行窗口，有利于推动内地大型企业赴港上 市。 先正达2021年递表上交所科创板，并于2023年转投上交所主板上市。2024年3月，先正达发布公告称， 公司基于对自身发展战略与全球行业环境的全面考量，已主动撤回主板上市申请，公司将采用多元组合 手段，持续巩固提升在全球农业科技领域的领先优势，未来将在合适的时机重启上市进程。 据先正达披露，其在2025年前三季度实现营业收入209亿美元，同比下降2%，EBITDA(税息折旧及摊销 前利润)为34亿美元，同比增长25%。其中，第三季度先正达实现营业收入64亿美元，同比下降6%。先 正达方面表示，尽管全球农业市场面临诸多挑战，多数地区的农户收益持续承压，但其预计在2025年年 底前将保持营收稳健，并实现盈利能力的进一步提升。 据媒体援引知情人士报道，先正达集团(简称：先正达)正在考虑在香港进行首次公开募股(IPO)，公司于 2024年3月撤回上交所主板IPO申请，原计划募资650亿元人民币。知情人士表示，这家中国农业科技公 ...

媒体报道称，今年以来港股新股市场保持畅旺，IPO募资总额有望突破400亿美元，创下四年新高。分 析人士指出，市场活跃度的提升为企业上市提供了更有利的发行窗口，有利于推动内地大型企业赴港上 市。 先正达2021年递表上交所科创板，并于2023年转投上交所主板上市。2024年3月，先正达发布公告称， 公司基于对自身发展战略与全球行业环境的全面考量，已主动撤回主板上市申请，公司将采用多元组合 手段，持续巩固提升在全球农业科技领域的领先优势，未来将在合适的时机重启上市进程。 据先正达披露，其在2025年前三季度实现营业收入209亿美元，同比下降2%，EBITDA(税息折旧及摊销 前利润)为34亿美元，同比增长25%。其中，第三季度先正达实现营业收入64亿美元，同比下降6%。先 正达方面表示，尽管全球农业市场面临诸多挑战，多数地区的农户收益持续承压，但其预计在2025年年 底前将保持营收稳健，并实现盈利能力的进一步提升。 智通财经APP获悉，据媒体援引知情人士报道，先正达集团(简称：先正达)正在考虑在香港进行首次公 开募股(IPO)，公司于2024年3月撤回上交所主板IPO申请，原计划募资650亿元人民币。知情人士表示 ...

每经记者｜张蕊 每经编辑｜陈旭 I 对此，农业农村部种业管理司司长张延秋详细介绍了防疫期间春耕备耕农资的供应情况。常年情况下，我国种子、农药、化肥、农膜都处于供大于求，可供 应总量要多1.5倍到2倍以上。目前主要问题是出在农资供应的产业链上，最突出的是运输阻断问题，生产的农资运不出去，需要加工的配料进不来。 前不久，交通运输部、农业农村部印发了《关于做好春季农业生产物资运输服务保障的紧急通知》，将农资纳入绿色通道，由企业自行网上打印通行证，确 保农资运输车辆不停车、不检查、不收费，优先运行。"从目前情况看，主动脉基本贯通，从25个省份1500多个农业县反馈情况看，县内乡镇道路通畅的占 到78%。"张延秋说。 3月5日，国务院联防联控机制就抓好春季农业生产工作情况召开新闻发布会。 每经记者在发布会上提问 图片来源：央视新闻截屏画面 "春雷响，万物长"，今天是24节气中的惊蛰，全国春耕备耕已经进入了关键时节。《每日经济新闻》记者在发布会现场提问：此前农业农村部把化肥、农药 等农资纳入国务院联防联控机制生活物资保障范围，列入复工复产重点企业名单，目前这些农资企业开工率如何？是否能够保障重点地区春耕备耕用肥用药 的需 ...

人民财讯11月21日电，登海种业（002041）11月21日公告，公司拟在海南省东方市投资设立全资子公 司"海南东方登海种业有限公司"，全面提升公司育种研发创新能力，进一步拓展区域业务布局、完善种 业产业链条。此次对外投资由公司划拨3000万元的货币资金作为出资，占注册资本的100%。 ...

据了解，台州农资为新三板挂牌企业，业务范围基本覆盖全国各个省份。农药、肥料、农膜、种子是公 司的四大主营业务，公司经营的产品品类超过300种，业务模式主要为连锁配送、代理分销、大农户直 销(家庭农场)等多业态兼容模式。 2024年，台州农资实现营收6.03亿元，同比下降3.51%；净利润3936.09万元，同比下降19.42%。 在2024年年报中，台州农资指出，在宏观经济"三低一高"(低增长韧性、低通胀弹性、低市场预期、高 系统性风险)的复杂背景下，农资流通企业面临"三重断裂"与"双向挤压"的复杂挑战，农资市场环境呈 现出一些新的变化和特点：产能过剩，价格承压：出口贸易壁垒升级，进口原料成本上升，国际市场波 动加剧了国内库存压力和产品价格波动下行趋势，原药产能北移西扩全面过剩；供需双弱，销售受阻： 行业竞争白热化，产品供大于求且同质化严重；受极端天气频发、资本介入、农作物品质参差不齐等因 素影响，种植成本逐年上升，农产品价格持续低迷，农民种植收益缩水，种植户投资积极性受挫，对农 业生产资料的投入也相应减少，农资销售增长及盈利预期面临挑战。 筹划近半年后，中农立华（603970）公告拟终止收购台州农资股份。 ...

Core Points - The article discusses the recent decision by the Trump administration to exempt over 200 types of imported food from tariffs, including coffee, beef, and bananas, in response to rising consumer prices and political pressure [3][5][14] - The price of essential food items has significantly increased over the past year, with coffee prices rising nearly 20%, beef by 13%, and bananas by almost 7% [1][5] - The tariff exemption is seen as a strategic shift in policy aimed at alleviating inflationary pressures on consumers while balancing domestic agricultural interests [12][15] Summary by Sections Price Increases - Coffee prices have surged by 18.9% year-on-year, while beef prices have increased by nearly 17% [5][7] - The U.S. heavily relies on imports for coffee, with 99% of coffee beans being imported, leading to significant price hikes after tariffs were imposed on Brazilian coffee [5][13] Policy Changes - On November 14, 2025, Trump signed an executive order to exempt tariffs on over 200 imported food items, which took effect immediately [3][5] - The exemption is part of a broader strategy to address consumer price concerns following electoral losses for the Republican Party in various states [8][14] Industry Reactions - The FMI Food Industry Association expressed relief over the tariff exemptions, stating it would make coffee more affordable for consumers [10] - However, some industry representatives voiced dissatisfaction that their products were not included in the exemption list [10][12] Economic Implications - The tariff exemption is a response to rising living costs and aims to stabilize consumer prices while navigating the complexities of domestic agricultural competition [12][15] - The U.S. agricultural trade deficit is expected to reach $39.4 billion this year, with tropical products, including coffee, making up a significant portion of imports [12][15] Future Considerations - The article suggests that while tariff reductions may alleviate some price pressures, the overall impact on consumer prices will depend on various factors, including domestic supply and international market conditions [13][15] - The administration's approach reflects a balancing act between protecting domestic industries and addressing consumer needs amid rising inflation [12][14]

Core Viewpoint - The article discusses the recent decision by President Trump to lower tariffs on various food products, including beef, tomatoes, coffee, and bananas, in response to rising consumer prices and pressure from voters [3][4]. Group 1: Tariff Reductions - Trump signed an order to reduce tariffs on certain food items to alleviate grocery costs for consumers, effective from November 13 [3]. - The tariff reductions apply to products that the U.S. cannot sufficiently produce domestically, including hundreds of food items like coconuts, nuts, avocados, and pineapples [3]. - This move is part of Trump's broader strategy to address affordability concerns amid rising living costs [3][4]. Group 2: Economic Context - The decision comes after Republican candidates faced losses in key elections, where opponents emphasized policies to reduce living costs [4]. - Trump's previous tariffs had contributed to increased consumer prices, leading to a recognition of the need for adjustments to mitigate inflationary pressures [3][4]. Group 3: Specific Product Impacts - Beef prices have surged to historical highs due to a reduction in the domestic cattle herd, prompting increased reliance on imports to meet demand [4]. - Coffee prices have also risen significantly, with U.S. imports from Brazil dropping over 50% due to tariffs, which included a 50% tax on certain products [5]. - The tariff adjustments will only affect a portion of the tariffs on Brazilian products, leaving a substantial tax burden on coffee and beef exports [5]. Group 4: Trade Deficits and Agreements - The U.S. has seen an increase in imports of tropical products that cannot be grown domestically, leading to a projected agricultural trade deficit of $39.4 billion this year, with coffee accounting for about one-third of this value [6]. - The government has reached agreements with several Latin American countries to further reduce costs on products that cannot be produced in large quantities in the U.S. [6].

Core Points - President Trump signed an order to lower tariffs on beef, tomatoes, coffee, and bananas to reduce grocery costs in response to voter pressure [1] - The tariff reductions apply to products that the U.S. cannot produce enough of domestically, including hundreds of food items [1] - The tariff cuts will take effect retroactively from November 13 at 12:01 AM New York time [1] Group 1 - The decision reflects a shift in Trump's policy focus towards affordability measures amid growing voter concerns about the economy [1][2] - The U.S. Trade Representative indicated that this move aligns with Trump's broader strategy to provide tariff exemptions for key goods and industries [2] - Despite previous claims about the benefits of tariffs, the administration acknowledges the need for further actions to alleviate high consumer prices [2] Group 2 - Coffee prices have surged due to tariffs imposed on Brazilian imports, leading to a significant drop in U.S. coffee bean imports from Brazil by over 50% from August to October [3] - The tariffs on Brazilian products include a 10% retaliatory tariff and an additional 40% imposed for political reasons, maintaining a substantial cost burden on coffee and beef exports [3] - The U.S. has increasingly relied on imports for tropical products that cannot be grown domestically, with imports expected to reach $39.4 billion this year, accounting for 18% of total agricultural imports [4]

Core Points - The U.S. government has signed an order to lower tariffs on various food items, including beef, tomatoes, coffee, and bananas, in response to voter pressure to reduce grocery costs [1][2] - The tariff reductions will take effect retroactively from November 13, 12:01 AM New York time, and apply to products that the domestic supply cannot meet [1] - This decision reflects a shift in focus towards affordability measures amid rising concerns about the economy under the current administration [1][2] Tariff Adjustments - The tariff exemptions include hundreds of food items such as coconuts, nuts, avocados, and pineapples [1] - The adjustments are part of a broader strategy to provide tariff relief for key goods and industries, as stated by U.S. Trade Representative Jamison Greer [2] - The recent tariff changes only affect the 10% retaliatory tariff on Brazilian products, while an additional 40% tariff remains in place, continuing to impact coffee and beef prices [3] Market Impact - Coffee prices have surged, with U.S. imports of coffee beans from Brazil dropping over 50% from August to October due to previous tariffs [3] - The agricultural trade deficit has widened, with imports of tropical products expected to reach $39.4 billion this year, accounting for 18% of total agricultural imports [4] - Coffee alone represents about one-third of the value of these imports, indicating significant reliance on foreign sources for products not widely grown domestically [4]