"里程碑式的成就。"据《印度时报》4日报道，印度已超过中国，跃居全球第一大稻米生产国。印度农 业与农民福利部部长乔汉4日在首都新德里出席活动时宣布这一消息。他说："印度稻米产量已超越中 国，成为世界最大的稻米生产国。"他指出，2025年印度稻米产量达到1.5018亿吨，而中国为1.4528亿 吨。乔汉称，这一成就"前所未有"，印度已从粮食短缺国家转变为重要的粮食出口国。他还提到，印度 在高产种子研发领域取得了"重大成就"。 《今日印度》称，这一纪录将需要修正长期以来关于中国是世界最大稻米生产国的固有观念。然而，就 产量而言，印度长期以来远远落后于中国。这是印度大米产量首次超过中国。印度大米出口到172个国 家，水稻也已成为印度外交政策的重要工具。 "印度成为世界大米生产大国，也预示著水危机可能加剧。"《印度教徒报》提醒，虽然印度超越中国成 为全球最大稻米生产国，但其农业核心地带的许多稻农却心情沉重。他们普遍担心，水稻种植正在不可 持续地消耗印度本已稀缺的地下水，迫使农民不得不大量举债开凿更深的井。50名农民和8名农业水利 官员表示，十年前，在印度稻米主产区哈里亚纳邦和旁遮普邦，地下水在约9米深处即可抽取。但过 ...

中国统计信息服务中心 卓创资讯 据对全国流通领域9大类50种重要生产资料市场价格的监测显示，2025年12月中旬与12月上旬相比，15 种产品价格上涨，31种下降，4种持平。 吨 | 吨 | 16904.2 | | | | --- | --- | --- | --- | | -161.4 | -0.9 | | | | 锌锭(0#) | 吨 | | | | 23261.7 | 325.4 | | | | 1.4 | 三、化工产品 | | | | 硫酸(98%) | 吨 | | | | 1057.9 | 44.0 | | | | 4.3 | (液碱，32%) | 烧碱 | | | 吨 | 762.6 | | | | -20.4 | -2.6 | | | | (优等品 | ) | 甲醇 | 吨 | | 2107.7 | -2.4 | | | | -0.1 | (石油苯，工业级 | ) | 纯苯 | | 吨 | 5278.1 | | | | -35.1 | -0.7 | | | | (一级品 | ) | 苯乙烯 | 吨 | | 6603.6 | -44.7 | | | | -0.7 | 聚乙烯(LLDPE，熔融指数 ...

7县经济跑出"加 速度"！梅州"十 四五"答卷亮眼_ 南方+_南方plus 12月24日，在广 东省"'十四五'成 就"系列新闻发 布会梅州专场 上，梅州市交出 了一份以"三 农"工作为重要 基石、推动苏区 全面振兴的亮眼 答卷。 梅州市委副书 记、市长王晖介 绍，近年来梅州 市坚持把"百千 万工程"当成历 史机遇和头等大 事，举全市之力 推动县域经济发 展、城镇建设增 效等工作走深走 实，获评2024年 全省"百千万工 程"考核"优 秀"等次；2025 年前三季度，该 市8个县（市、 区）中有7个经 济增速高于全省 平均水平。 农林牧渔业总产 值达446.55亿元 梅州市农业农村 局局长罗伟纯表 示，"十四五"以 来，梅州市立足 特色资源禀赋， 以"百千万工 程"为总抓手， 集中力量做强金 柚、茶叶、稻米 等优势主导产 业，协同培育壮 大肉鸽、脐橙、 畜禽水产等特色 产业，有力带动 了乡村全面振 兴，有效促进了 农民增收致富。 2024年，全市农 林牧渔业总产值 446.55亿元、 较"十三五"末增 长14.72%，农村 居民人均可支配 收入23127元、 较"十三五"末增 长32.69%。 针对如何做强特 ...

在江西省溢香农业有限公司，电商负责人陈娇亲历了企业从试水到构建起"传统电商+社交电商+直播电 商"立体矩阵的全过程。如今，10个专业直播间延伸到车间与田间，透明的生产场景赢得了市场信 任。"线上爆款还直接带动了线下渠道的打开。"陈娇说。 这是江西以直播基地驱动传统农业加速转型的一个缩影。2024年起，江西逐步建立36家省级农产品电商 直播基地。不仅成为连接产地与市场的关键纽带，还体现出"聚合效应"与"服务生态"的双重赋能。 新华社北京12月17日电 12月17日,《新华每日电讯》发表题为《赣品乘"云"出深山》的报道。 从2022年的76亿元，到2023年突破200亿元，再到2024年攀升至308.7亿元，近三年，江西农产品网络零 售额连续两年跨过百亿级台阶。这场由电商引领的农业变革，让鄱阳湖畔的稻米、赣南山区的脐橙等优 质农产品，乘着电商的"数字快车"，走出深山、奔向全国。 打通"赣品上行""云"通道 今年，江西明确提出要加快江西农产品电商平台融合发展，推动县域直播电商发展。江西省农业农村厅 积极与阿里巴巴、京东、抖音等头部电商平台携手推动合作：京东农场的直采基地、抖音火热的赛事话 题、阿里平台的爆品计划…… ...

中国统计信息服务中心 卓创资讯 据对全国流通领域9大类50种重要生产资料市场价格的监测显示，2025年11月下旬与11月中旬相比，15 种产品价格上涨，30种下降，5种持平。 2025年11月下旬流通领域重要生产资料市场价格变动情况 铅锭(1#) 吨 | | | 16979.2 | | --- | --- | --- | | | | -295.8 -1.7 | | 锌锭(0#) | | | | | 吨 | | | | | 22398.3 -85.5 | | | | -0.4 | | 三、化工产品 | | | | 硫酸(98%) | | | | | 吨 | 939.5 | | | | 72.6 | | 烧碱 (液碱，32%) | | 8.4 | | | 吨 | 825.1 | | | | -20.9 | | | | -2.5 | | 甲醇 (优等品 ) | | | | | 吨 | | | | | 2059.5 21.0 | | | | 1.0 | | 纯苯 (石油苯，工业级 ) | | | | | 吨 | | | | | 5313.6 | | | | -26.0 | | 苯乙烯 (一级品 ) | | -0.5 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The US economy may face challenges as inflation re - heats in September, retail sales growth slows, and the Fed may need to cut interest rates. The peace plan for the Russia - Ukraine conflict is making progress, which could potentially impact global markets. In the domestic market, the A - share market rebounds, and the bond market shows mixed performance. The commodity market has different trends in various sectors such as metals, energy, and agriculture [3][22][31] - The report also provides macro - economic data, which shows the current economic situation such as GDP growth, PMI, and inflation rates in the domestic market, and also includes information on international economic data and events that may affect the global and domestic investment environment [1] 3. Summary by Relevant Catalogs 3.1 Macro Data - GDP growth in Q3 2025 was 4.8% year - on - year, lower than the previous quarter's 5.2%. The manufacturing PMI in October 2025 was 49%, down from 49.8% in the previous month. The non - manufacturing PMI was 50.1%, slightly up from 50% [1] - Social financing scale in October 2025 was 816.1 billion yuan, a significant drop from 3529.9 billion yuan in the previous month. M0, M1, and M2 growth rates all declined compared to the previous month [1] - CPI in October 2025 was 0.2% year - on - year, up from - 0.3% in the previous month. PPI was - 2.1% year - on - year, an improvement from - 2.3% [1] 3.2 Commodity Investment 3.2.1 Comprehensive - The China - US leaders' phone call was initiated by the US, with a positive atmosphere. The US is making progress in the Russia - Ukraine peace plan, and the Fed may cut interest rates [2][3] - On November 25, 47 domestic commodity varieties had positive basis, and 22 had negative basis.沪镍, 郑棉, and铸造铝合金 had the largest basis [2] 3.2.2 Metals - International precious metal futures generally rose due to factors such as the Fed's potential rate cut, the uncertain situation in the Russia - Ukraine conflict, and concerns about the US fiscal deficit [5] - Zinc, copper, aluminum, lead, tin, and nickel inventories in the London Metal Exchange changed on November 24. Hong Kong's gold exports to the Chinese mainland decreased in October [5] 3.2.3 Coal, Coke, Steel, and Minerals - As of mid - November, the prices of coke, coking coal, and rebar all increased. However, the increase in coke prices has squeezed steel mills' profits, and coke prices may face downward pressure at the end of the month or early December [7] 3.2.4 Energy and Chemicals - Norway aims to maintain its oil and gas production at 2020 levels by 2035 and will invest about 60 billion Norwegian kroner. European natural gas prices are expected to decline [9] - Iraq's oil exports in October were 110.9 million barrels, and measures are taken to maintain the production of the West Qurna - 2 oilfield [9] 3.2.5 Agricultural Products - As of mid - November, the prices of corn, wheat, and rice increased, while the price of cotton decreased. The price of natural rubber rose [11] - The inventory of breeding sows in China decreased, and the pig price is expected to rise moderately before the Spring Festival. The breeding of poultry and eggs is expected to face losses [12] 3.3 Financial News 3.3.1 Open Market - On November 25, the central bank conducted 302.1 billion yuan of 7 - day reverse repurchase operations, with a net withdrawal of 105.4 billion yuan [14] 3.3.2 Key News - The US is making progress in the Russia - Ukraine peace plan, and the China - US leaders' phone call is positive. The Chinese government will hold a press conference on promoting consumption [15][16] - China's foreign direct investment and overseas project contracting increased from January to October. Local government special bonds are being issued for government investment funds [16] 3.3.3 Bond Market - The A - share market is strong, while the bond market is weak. The yields of medium - and long - term interest - rate bonds generally increased, and the prices of some bonds of Vanke decreased significantly [22] - The exchange - traded bond market had mixed performance, and the convertible bond index rose. The money market interest rates had different trends [23] 3.3.4 Foreign Exchange Market - The on - shore RMB against the US dollar rose, and the US dollar index fell. Non - US currencies generally rose [27] 3.3.5 Research Report Highlights - Whether the Fed will cut interest rates in December is uncertain. Active management bond funds can break the situation through strategies such as "fixed income +" and medium - long - term credit amortization [28][29] - For 2026, it is recommended to set the GDP target at around 5% and implement more active fiscal and monetary policies [29] 3.4 Stock Market - The A - share market rebounded, with lithium mines and the Fujian sector performing strongly. The Hong Kong stock market also rose, and the repurchase amount of A - shares and Hong Kong stocks reached a high level this year [31][32] - Multiple funds have reported new ETF products [32]

Core Viewpoint - The National Bureau of Statistics reported a 1.7% decrease in the price of live pigs (external three yuan) in mid-November compared to early November 2025, indicating a trend in the livestock market [1]. Price Changes Summary 1. General Price Trends - In mid-November 2025, 30 products saw price increases, while 17 experienced declines, and 3 remained stable compared to early November [1]. 2. Key Product Price Changes - **Black Metals**: - Rebar (Φ20mm, HRB400E) rose by 20.5 CNY to 3139.0 CNY, a 0.7% increase [2]. - Ordinary medium plate (20mm, Q235) fell by 18.1 CNY to 3393.7 CNY, a 0.5% decrease [2]. - **Non-ferrous Metals**: - Electrolytic copper (1) increased by 427.1 CNY to 86636.3 CNY, a 0.5% rise [2]. - Zinc ingot (0) decreased by 32.9 CNY to 22483.8 CNY, a 0.1% drop [2]. - **Chemical Products**: - Sulfuric acid (98%) surged by 81.6 CNY to 866.9 CNY, a 10.4% increase [2]. - Caustic soda (liquid, 32%) dropped by 12.1 CNY to 846.0 CNY, a 1.4% decrease [2]. - **Energy Products**: - Liquefied natural gas (LNG) fell by 55.8 CNY to 4268.1 CNY, a 1.3% decrease [2]. - Gasoline (95 National VI) rose by 50.3 CNY to 8050.6 CNY, a 0.6% increase [2]. - **Agricultural Products**: - Live pigs (external three yuan) decreased by 0.2 CNY to 11.6 CNY/kg, a 1.7% decline [3]. - Corn (yellow corn, second grade) increased by 22.2 CNY to 2168.1 CNY, a 1.0% rise [3]. 3. Agricultural Production Materials - Urea (medium and small particles) increased by 28.1 CNY to 1647.9 CNY, a 1.7% rise [3]. - Compound fertilizer (potassium sulfate compound fertilizer, nitrogen, phosphorus, and potassium content 45%) rose by 67.3 CNY to 3216.0 CNY, a 2.1% increase [3]. 4. Forest Products - Natural rubber (standard rubber SCRWF) surged by 323.6 CNY to 14800.0 CNY, a 22% increase [3]. - Pulp (imported needle pulp) rose by 52.4 CNY to 5572.4 CNY, remaining stable [3].

Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories shows a mixed trend, with 30 products experiencing price increases, 17 seeing declines, and 3 remaining stable in mid-November 2025 compared to early November 2025 [2][3]. Group 1: Price Changes in Major Categories - In the black metal category, rebar prices increased by 20.5 yuan per ton (0.7%), while ordinary medium plates decreased by 18.1 yuan per ton (-0.5%) [4]. - In the non-ferrous metals category, electrolytic copper rose by 427.1 yuan per ton (0.5%), while zinc ingots fell by 32.9 yuan per ton (-0.1%) [4]. - Chemical products saw significant price fluctuations, with sulfuric acid increasing by 81.6 yuan per ton (10.4%) and methanol decreasing by 35.9 yuan per ton (-1.7%) [4]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas prices dropped by 55.8 yuan per ton (-1.3%), while gasoline prices increased by 50.3 yuan per ton (0.6%) [4]. - Coal prices showed an upward trend, with ordinary mixed coal increasing by 30.5 yuan per ton (5.0%) and Shanxi premium mixed coal rising by 33.6 yuan per ton (4.2%) [4]. Group 3: Agricultural Products and Inputs - Among agricultural products, corn prices rose by 22.2 yuan per ton (1.0%), while cotton prices fell by 37.0 yuan per ton (-0.3%) [5]. - In agricultural production materials, urea prices increased by 28.1 yuan per ton (1.7%), and compound fertilizer prices rose by 67.3 yuan per ton (2.1%) [5]. Group 4: Monitoring Methodology - The price monitoring encompasses a wide range of products across 31 provinces, involving over 2000 wholesalers and dealers, ensuring comprehensive coverage of the market [8][9]. - The methodology includes on-site price collection, telephone inquiries, and electronic communications to ensure accurate data [9].

Core Viewpoint - The rice production in Nepal is expected to decline by approximately 9% this season due to drought and flooding in the Terai region, leading to significant implications for food security and market prices [1] Group 1: Production Impact - The Ministry of Agriculture's economists estimate a reduction in rice output of about 458,500 tons, bringing the total production down to 4.63 million tons [1] - This reduction will create a national rice supply gap of 1.12 million tons, which is critical as the annual demand is 4 million tons [1] Group 2: Food Security and Market Prices - The expected decline in rice production is likely to have a significant impact on Nepal's food security [1] - The market prices are anticipated to be affected due to the supply shortage resulting from the production decline [1]

Core Insights - The report highlights a structural divergence in the prices of major production materials, with 23 out of 49 materials experiencing price increases, while 24 saw declines, indicating a mixed market environment [1][2][3] - Key price increases are observed in upstream coal and non-ferrous metals, particularly copper and aluminum, driven by replenishment demand and cost support [1][2] - Conversely, significant price drops are noted in agricultural products and certain chemicals, reflecting weak downstream consumption and excess supply pressures [1][2] Price Tracking of Major Production Materials - As of October 2025, coal prices have slightly rebounded to 670-680 RMB/ton, while WTI crude oil has decreased to 57 USD/barrel [3] - Non-ferrous metals, including copper and aluminum, have shown strong performance, with copper prices reaching 86,430 RMB/ton and aluminum prices exceeding 21,000 RMB/ton [1][3] - The chemical sector exhibits notable price differentiation, with sulfuric acid prices surging over 700 RMB/ton, while other chemical products like plastics and fertilizers continue to decline [1][2][3] Year-on-Year Price Changes - Year-on-year comparisons reveal that coal prices have decreased by approximately 10%-25%, with the decline rate narrowing, indicating a marginal improvement in supply-demand dynamics [2] - Agricultural products, particularly live pigs, have seen a significant price drop of around 37%, negatively impacting the overall agricultural sector [2] - The non-ferrous metals sector has shown resilience, with electrolytic copper and aluminum prices increasing by 17.4% and 7.3% respectively, reflecting strong international metal market conditions and domestic demand recovery [2] Industry Price Trends - The report indicates that industries such as new energy, new materials, and high-end equipment are experiencing high material price levels and ongoing cost pressures, while traditional sectors like textiles and construction are facing low output prices due to weak downstream demand [4] - Profit margins remain robust in sectors like new energy vehicles and high-end manufacturing, while industries such as chemical fibers and construction materials are under pressure due to high input costs and weak output [4]