（文章来源：新华社） 人民财讯2月21日电，据南非媒体20日报道，成立于1892年的南非本土糖业巨头通加特·休利特公司正面 临清算危机，恐对该国糖业供应链造成冲击并影响约30万个就业岗位。 按媒体说法，大量低价进口糖涌入南非，影响本土糖企业绩，也被视为导致通加特·休利特公司面临清 算的原因之一。 ...

□张莹 杨孟双 四川日报全媒体记者 张立峰 文/图 2月16日清晨，甘孜州道孚县鲜水河畔，"哗啦"一声——金贸商贸有限责任公司的卷帘门拉开，灯 光亮起来，照在堆得满满当当的货品上。老板娘范大姐一手接电话，一手在货架上麻利地归置东 西。 手机夹在耳朵和肩膀之间，她边说话边弯腰码货，嗓门敞亮："阿姐，你的粮油我让工人送过去 了！过年嘛，别急别急。" 仔细一听，范大姐讲遂宁方言，抑扬顿挫十分明显，但尾音却拐了个弯，带出一缕藏语的韵律。 今年是她在道孚度过的第三十个春节。 上世纪九十年代，遂宁射洪姑娘范秀芳背着行囊来到道孚。从菜市场摆地摊卖菜起家，如今在县 城扎下了根——两家门店，其中一家做商品批发，一家是生活超市。从针头线脑到家电百货，串 起了县城和周边乡镇整个春节的柴米油盐。 上午10时，超市里人挤人。藏族阿妈卓嘎挤到柜台前，要买糖和茶叶。范秀芳手里飞快地装袋， 顺手又抓了把瓜子塞进去："阿妈，再搭包瓜子，过年热闹！" 30年了，从菜市场小摊到全县数一数二的批发网络，她都没改过这规矩。"薄利多销，诚信才能长 久。" 趁着人少，范秀芳终于能喘口气，坐下来跟记者聊几句。"我刚来道孚那会儿，别说藏语，连酥油 茶都喝不惯 ...

| | | | 泰国糖进口加工估算价 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 2026/2/5 | 2026/2/6 | 2026/2/9 | 2026/2/10 | 2026/2/11 | 2026/2/12 | 2026/2 | | ICE纽约原糖 | 14.27 | 14.11 | 14.35 | 14.12 | 13.84 | 13.75 | 13.78 | | 泰国原糖升贴水 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.79 | 0.79 | | 泰国糖运费 | 18 | 18 | 18 | 18 | 18 | 18 | 18 | | 广东金岭现价 | 5770 | 5780 | 5790 | 5810 | 5810 | 5800 | 5800 | | 柳糖现货收市价 | 5265 | 5272 | 5299 | 5304 | 5306 | 5295 | 5270 | | 郑糖主力收市价 | 5224 | 5228 | 5261 | 5278 | 5266 | 5254 | ...

Core Insights - The rise of GLP-1 weight loss drugs is shifting consumer preferences from sugary products to protein-rich options, leading to a reevaluation of valuations for commodity and consumer goods companies [1][3] - Sugar demand is being re-priced, with a significant decline in sugar prices and structural pressure on high-sugar categories [1][5] Sugar Market Dynamics - Raw sugar futures have fallen below 14 cents per pound, reaching the lowest level since October 2020, and have halved since the peak at the end of 2023 [1][5] - The USDA has revised its sugar usage forecast down by 23,000 tons to 12.3 million tons for 2026, citing a decline in human consumption [3] - The rapid decline in sugar consumption is attributed to the unexpected speed of demand slowdown in wealthy economies and underwhelming growth in developing markets [6][7] Impact of GLP-1 Drugs - GLP-1 drugs, such as Wegovy and Ozempic, are linked to reduced cravings for sweets, which is affecting sugar consumption patterns [3][6] - Approximately 20% of consumers account for about 65% of sales for sugary products, indicating that changes in behavior among these "super users" could lead to nonlinear declines in sugar demand [6] Stock Market Reactions - The ice cream sector is facing immediate pressure, with the global largest ice cream company, Magnum, reporting a 3% decline in sales, significantly below analyst expectations [8] - Following this, Magnum's stock dropped over 14%, raising concerns about the long-term impact of GLP-1 on high-sugar categories [8] - Unilever, the parent company of Magnum, also experienced a stock decline, with forecasts for sales growth being adjusted downward [9] Protein Market Trends - In contrast to sugar, protein-related raw materials are experiencing price increases, with whey prices nearing record highs due to rising demand for high-protein products [10] - The health trend and the influence of GLP-1 are driving this demand, as healthcare professionals recommend increased protein intake to mitigate muscle loss during weight loss [10] - The approval of the first oral GLP-1 medications is expected to lower usage barriers and expand market penetration [10]

Core Viewpoint - South Korea's antitrust regulator has imposed a total fine of 408.3 billion KRW (approximately 283.9 million USD) on three major sugar producers for price manipulation [1][3]. Group 1: Companies Involved - The companies fined include CJ CheilJedang, Samyang Foods, and Daehan Flour Mills, which were found to have manipulated sugar prices eight times between February 2021 and April 2025 [1][3]. - These companies collectively generated sales of 3.29 trillion KRW during the aforementioned period through collusion [4]. Group 2: Regulatory Actions and Implications - This fine is the second-highest ever imposed for a single price manipulation case in South Korea and the highest fine against an individual company [5]. - The chairman of the Korea Fair Trade Commission, Ju Biung-ghi, stated that the high entry barriers in the sugar industry allow refining companies to collude for profit stability [5]. - As of 2024, these three companies hold approximately 89% of the market share in the sugar industry [5]. - The regulator noted that these companies coordinated on the timing and extent of price increases to quickly reflect rising raw material costs when international sugar prices increased [5]. - They also pressured food and beverage companies that resisted price hikes and agreed to delay price reductions or reduce them less than the decline in raw material costs when global raw sugar prices fell [5]. - This is not the first time these sugar refining companies have been fined for colluding to manipulate prices, as they had a similar incident in 2007 [5].

Core Insights - The average food price in the EU is projected to rise by 2.8% in 2025, with Croatia experiencing a significantly higher inflation rate of 4.5% compared to major economies like France, which has an inflation rate of only 0.7% [1] Group 1: Price Increases by Country - Romania leads with the highest food price increase at 6.7%, while Switzerland is the only country reporting a decrease in food prices at -1.1% [1] Group 2: Specific Food Item Price Changes - Chocolate prices in the EU have increased by an average of 17.8%, with Croatia's increase at 15% [1] - Beef prices have surged by 22%, and frozen vegetable prices have risen by 20%, both approximately double the EU average [1] - Basic agricultural products such as eggs (+8.4%), butter (+8.3%), and fresh milk (+5.7%) have also seen widespread price increases across the EU [1] Group 3: Price Decreases in Certain Items - Olive oil prices have significantly decreased by 22.9%, while sugar and cooking oil have also seen notable price reductions of -11% and -5.4% respectively [1]

本文转自【央视新闻客户端】； 还有6天就到除夕啦！ 今天是腊月二十三 也是北方小年 "二十三，糖瓜粘" 甜甜的糖果总是令人无法抗拒 一不小心就吃多了～ 但你知道吗？糖吃多了 可能会增加癌症等多种疾病风险 教你3招，让你健康吃糖 ↓↓↓ 01 糖的危害比你想象中还大 世界卫生组织（WHO）多次发布膳食指南指出，过量摄入添加糖是威胁健康的重要危险因素，会显著 增加肥胖、2型糖尿病、心血管疾病、龋齿等慢性疾病发生风险。 多项流行病学研究表明，高糖饮食人群的全因死亡风险更高，健康寿命会受到明显影响。 02 糖吃多了可能毁全身 增加患癌症风险 甜食与某些癌症虽没有直接关系，但它们却可能是癌症的潜在源头。糖吃得过多，会引起肥胖，而肥胖 是多种癌症的诱因。 增加患心血管疾病风险 长期大量吃糖，过多的糖分会转化成脂肪储存在体内，容易造成肥胖，增加患心血管疾病风险。 增加患糖尿病风险 吃糖过多，不仅会引起肥胖，还会使胰岛素敏感性下降，从而增加患糖尿病风险。60%以上的2型糖尿 病患者，都有超重、肥胖的现象。 增加患龋齿风险 经常吃糖，会为口腔中的细菌提供一个良好繁殖环境，容易引起龋齿和其他口腔疾病。 增加患脂肪肝风险 糖转化成 ...

Core Viewpoint - The Indian Trade Minister Goyal stated that under the India-US trade agreement, there are no tariff exemptions for commodities such as rice, wheat, sugar, millet, bananas, citrus fruits, green peas, and oilseeds. Additionally, no concessions were provided for ethanol and tobacco products from the United States [1] Group 1 - The trade agreement does not include tariff exemptions for key agricultural products [1] - Specific commodities mentioned include rice, wheat, sugar, millet, bananas, citrus fruits, green peas, and oilseeds [1] - No preferential treatment is given to US ethanol and tobacco products under the agreement [1]

Group 1 - The report maintains a positive outlook on mid-cap blue chips, with a focus on price increases in the chemical and agricultural sectors [6][27] - Liquidity expectations are shifting, leading to increased volatility in non-ferrous metals, while the demand for industrial products driven by AI capital expenditure is expected to support price increases in cyclical goods [6][27] - Agricultural products are anticipated to experience a comprehensive price increase due to upstream price transmission and a tight supply-demand balance in major commodities like sugar, corn, and oilseeds [12][27] Group 2 - The trading sentiment across large, mid, and small-cap stocks has cooled, but medium-term uncertainty remains relatively stable [17][27] - The trend for mid-cap blue chips related to cyclical sectors (non-ferrous metals and basic chemicals) remains strong, while media and defense industries are showing strengthening trends [20][27] - Short-term uncertainty is rising for non-ferrous metals and petrochemicals, while medium-term uncertainty for basic chemicals is stable and for agriculture is declining [23][27]

Group 1 - The South Korean prosecution has indicted 20 individuals, including executives from six flour companies, for colluding to manipulate flour prices, resulting in a price increase of up to 42.4% from January 2020 to October 2025 [1][2] - The estimated amount involved in the flour price manipulation case is approximately 60 trillion Korean won, equivalent to about 28.7 billion RMB [1] - President Yoon Suk-yeol praised the prosecution for their achievements in investigating price manipulation of essential goods, emphasizing the importance of maintaining market order [2] Group 2 - CJ CheilJedang and Samyang Foods are also accused of manipulating sugar prices, with the amount involved exceeding 30 trillion Korean won [2] - The prosecution is also investigating collusion in bidding practices at the Korea Electric Power Corporation, with several executives and employees facing legal action [2] - The investigations are part of a broader effort to address market disruption and rising prices of essential goods, as highlighted by President Yoon's previous calls for thorough investigations into price manipulation and market monopolization [2]