8月27日："农产品批发价格200指数"比昨天上升0.22个点 中新网8月27日电 据农业农村部网站消息，农业农村部监测数据显示，8月27日"农产品批发价格200指 数"为116.31，比昨天上升0.22个点，"菜篮子"产品批发价格指数为116.85，比昨天上升0.26个点。 截至今日14:00时，全国农产品批发市场猪肉平均价格为19.92元/公斤，比昨天下降0.4%；牛肉65.05元/ 公斤，比昨天上升0.2%；羊肉59.97元/公斤，比昨天上升0.5%；鸡蛋7.69元/公斤，比昨天上升1.1%；白 条鸡17.67元/公斤，与昨天持平。重点监测的28种蔬菜平均价格为4.90元/公斤，与昨天持平；重点监测 的6种水果平均价格为6.83元/公斤，比昨天下降0.9%。鲫鱼22.07元/公斤，比昨天下降0.6%；鲤鱼15.39 元/公斤，比昨天上升0.9%；白鲢鱼10.22元/公斤，比昨天上升4.0%；大带鱼40.16元/公斤，比昨天下降 2.3%。 今日，国内鲜活农产品批发市场重点监测的46个品种中，与昨天相比价格升幅前五名的是白鲢鱼、黄 瓜、洋白菜、西葫芦和莴笋，幅度分别为4.0%、3.8%、3.8%、2.2% ...

数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国羊养殖行业市场专项调研及发展策略分析报告》 根据中国海关数据显示：2025年6月中国羊肉进口数量为2.91万吨，同比增长2.2%，进口金额为1.12亿 美元，同比增长29.5%，。 近一年中国羊肉进口情况统计图 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

证券研究报告|行业研究周报 [Table_Date] 2025 年 08 月 25 日 猪肉供过于求局面加剧，猪价继续下跌 [Table_Title2] 农林牧渔行业周报第 26 期 [Table_Summary] 本周观点: 种植产业链：8 月 19 日，农业农村部种植业管理司会同全国农 业技术推广服务中心在广西南宁召开全国秋粮作物中后期重大 病虫害防控现场会，组织主产省份观摩重大病虫害绿色防控作 业现场，邀请行业专家重点讲解水稻和玉米病虫害发生规律及 绿色防控技术，动员安排秋粮作物重大病虫害防控工作。会议 指出，秋粮产量占全年粮食产量的四分之三，要完成今年粮食 产量 1.4 万亿斤左右的目标任务，关键看秋粮。把好秋粮病虫 害防控关，对夺取全年粮食丰收意义重大。当前，受降雨偏多 等不利因素影响，秋粮重大病虫害发生重于上年，监测防控任 务仍较为艰巨。8—9 月份是秋粮产量形成的关键时期，也是病 虫害多发重发期。各地要高度重视，突出重点、分类指导、科 学防控，抓住主要作物、重点区域、重大病虫和关键环节，全 力以赴推进"虫口夺粮"保秋粮丰收行动。在粮食安全背景 下，转基因技术在提升单产方面具有革命性作用，我们判断 ...

Core Insights - The national inflation rate in Mongolia is reported to be 8.1% as of July 2025 [1] - Prices of imported goods have increased by 2.1% year-on-year, with 238 out of 430 monitored goods being imported, representing 55.3% [1] - The price of meat products has seen a significant increase, with beef prices rising by 15.1% and overall meat prices increasing by 11.3% [1] Price Trends - The average price of beef in Ulaanbaatar is 24,586 tugrik (approximately 6.8 USD) per kilogram, reflecting a year-on-year increase of 19.2% [1] - The average price of first-grade flour is 2,366 tugrik (approximately 0.3 USD), which has decreased by 4.2% year-on-year [1]

Core Insights - The FAO reported that global food commodity prices reached a two-year high in July, driven by significant increases in meat and vegetable oil prices, despite declines in grain, dairy, and sugar prices [1][2] Group 1: Food Price Index - The FAO Food Price Index averaged 130.1 points in July, up 1.6% from June, marking the highest level since February 2023, but still 18.8% lower than the peak in March 2022 [1] - The meat price index reached a record high of 127.3 points, increasing by 1.2% from June, influenced by strong import demand from China and the U.S. [1] Group 2: Vegetable Oil Prices - The vegetable oil price index surged to 166.8 points, a 7.1% increase month-on-month, the highest level in three years, driven by strong global demand and tightening supply [2] - Palm oil, soybean oil, and sunflower oil prices rose, while canola oil prices fell with the new season's harvest in Europe [2] Group 3: Grain and Dairy Prices - The grain price index fell to its lowest level in nearly five years due to seasonal supply pressures from the Northern Hemisphere's wheat harvest [2] - Dairy prices saw a slight decline for the first time since April 2024, with butter and milk powder prices dropping, offsetting increases in cheese prices [2] Group 4: Sugar Prices - The sugar price index has declined for the fifth consecutive month, despite signs of recovering global import demand, influenced by expected increases in production from Brazil and India [2] Group 5: Supply and Demand Estimates - The FAO did not update its grain supply and demand forecast data this month [3]

Group 1 - The core viewpoint of the article indicates that the supply of essential goods, including grains and oils, is sufficient, and sales are stable without any significant price fluctuations [1] Group 2 - Grain and oil prices remain stable, with specific prices reported: flour (special grade) at 2.36 yuan per 500 grams, rice (first-grade long grain) at 3.26 yuan, and peanut oil (5-liter container) at 133.10 yuan, all unchanged from the previous day [1] - Meat prices are also stable, with pork belly at 15.50 yuan, lean pork at 15.70 yuan, beef at 37.40 yuan, and lamb at 41.66 yuan, all remaining the same as the previous day [1] - Egg prices have slightly decreased, with the price at 3.70 yuan, reflecting a 0.80% drop from the previous day [1] - Vegetable prices have increased, with a 7.59% decrease in transaction volume at wholesale markets. The overall wholesale price for vegetables is reported at 2.25 yuan, which is a 1.35% increase from the previous day [1] - Seafood prices are generally stable, with average prices reported for various products: hairtail at 14.33 yuan, mackerel at 11.17 yuan, shrimp at 33.67 yuan, shrimp skin at 35 yuan, dried kelp at 19.67 yuan, and oysters at 6.83 yuan, all remaining unchanged from the previous day [1]

Core Viewpoint - The Agricultural and Rural Affairs Department reported an increase in the "Agricultural Product Wholesale Price Index" to 113.92, reflecting a rise of 0.14 points from the previous day [1] Price Trends - Pork prices decreased to 20.45 yuan per kilogram, while beef prices remained stable [1] - Mutton prices slightly dropped to 59.36 yuan per kilogram [1] - Average vegetable prices increased to 4.58 yuan per kilogram, whereas average fruit prices decreased to 7 yuan per kilogram [1] Notable Price Changes - Significant price increases were observed in products such as pumpkin and large yellow croaker [1] - Conversely, prices for products like duck pears and bananas experienced a decline [1]

Group 1: Investment Ratings - Both the strategies for the pig and egg sectors are rated as neutral [3][5] Group 2: Core Views - For the pig market, the current reduction in pig spot volume has a greater impact on near - term contracts but is bearish for far - term contracts. The supply is likely to continue increasing in the short term, and the pattern of strong supply and weak demand is difficult to change. The data of reproductive sows from anti - involution culling may be realized in the second half of next year [2] - For the egg market, schools have concentrated stocking demand for the start of the semester in early September. As it gradually enters the seasonal consumption peak season, the increasing consumption demand will support the rise of egg prices. However, the impact of cold - storage eggs entering the market on the spot market should be closely monitored [4] Group 3: Market News and Key Data Pig Market - Futures: The closing price of the live pig 2509 contract yesterday was 14,010 yuan/ton, up 125 yuan/ton or 0.90% from the previous trading day [1] - Spot: The price of ternary live pigs in Henan was 13.96 yuan/kg, down 0.03 yuan/kg; in Jiangsu, it was 14.09 yuan/kg, down 0.01 yuan/kg; in Sichuan, it was 13.38 yuan/kg, unchanged from the previous day [1] - Agricultural product wholesale prices on August 6: The "Agricultural Product Wholesale Price 200 Index" was 113.78, up 0.26 points; the "Vegetable Basket" product wholesale price index was 113.93, up 0.30 points. The average wholesale price of pork was 20.67 yuan/kg, up 1.7%; beef was 64.47 yuan/kg, up 0.3%; mutton was 59.73 yuan/kg, up 0.7%; eggs were 7.54 yuan/kg, down 0.8%; white - striped chickens were 17.40 yuan/kg, down 0.5% [1] Egg Market - Futures: The closing price of the egg 2509 contract yesterday was 3,378 yuan/500 kilograms, up 48 yuan or 1.44% from the previous trading day [3] - Spot: In Liaoning, the egg price was 2.80 yuan/jin, unchanged; in Shandong, it was 2.95 yuan/jin, down 0.10 yuan; in Hebei, it was 2.62 yuan/jin, unchanged [3] - Inventory: On August 6, 2025, the production - link inventory was 0.89 days, unchanged from the previous day. The circulation - link inventory was 1.18 days, up 0.02 days or 1.72% [3]

Core Viewpoint - The article highlights the efficiency and significance of Tianjin Port as a major hub for cold chain logistics, facilitating the rapid import and distribution of fresh produce and meat products to the Beijing-Tianjin-Hebei region. Group 1: Cold Chain Logistics Infrastructure - Tianjin Port has established a large cold storage facility, described as a "big refrigerator," with a capacity of 50,000 tons and a storage volume of approximately 48,000 tons, achieving a utilization rate of over 90% [2] - The cold storage is divided into refrigerated and frozen sections, with temperatures maintained between 0-1 degrees Celsius for refrigeration and below -18 degrees Celsius for freezing, catering to various fresh produce storage needs [2] - The cold storage employs smart management systems utilizing IoT and big data to monitor temperature, humidity, and inventory in real-time, ensuring product quality [2] Group 2: Product Variety and Market Reach - The cold chain at Tianjin Port handles a diverse range of products, including over a hundred types of cold chain products, with an annual throughput of millions of tons, accounting for about 30% of the national meat import volume [3] - The port's strategic location and extensive transportation network, with 147 container shipping routes and 120 inland marketing centers covering 14 provinces, enhance its role as a key player in the import of fresh food [3] Group 3: Operational Efficiency - The port has improved operational efficiency through information-sharing mechanisms among customs, port, and logistics companies, reducing the handling time for a container of cherries to under 20 minutes and ensuring delivery to major markets within 5 hours [4] Group 4: Future Developments - Tianjin Port is advancing its cold chain logistics capabilities by adopting automated storage systems, unmanned forklifts, and intelligent sorting systems to enhance storage capacity and operational efficiency [5] - The port is exploring cold chain logistics financial services to support upstream and downstream enterprises, aiming to expand the cold chain market [5] - There is a focus on introducing and nurturing high-end dairy products and biopharmaceuticals within the cold chain logistics sector to meet growing consumer demands [5]

Core Insights - The article highlights the rapid logistics and cold chain capabilities of Tianjin Port, which efficiently delivers imported frozen meat and fresh produce from South America to the Beijing-Tianjin-Hebei region within 24 hours [1][4]. Group 1: Cold Chain Infrastructure - Tianjin Port has established a significant cold storage capacity, with a cold storage facility capable of holding 50,000 tons and currently storing approximately 48,000 tons, achieving over 90% capacity utilization [2]. - The cold storage is divided into refrigerated and frozen sections, with temperatures maintained between 0-1 degrees Celsius for refrigeration and below -18 degrees Celsius for freezing, catering to various fresh produce storage needs [2]. Group 2: Product Variety and Volume - The cold chain at Tianjin Port handles a diverse range of products, including hundreds of types of cold chain products, with an annual throughput of several million tons, accounting for about 30% of the national meat import volume [3]. - The facility stores a variety of global fruits and meats, including cherries from Chile, durians from Thailand, and beef from Brazil, showcasing the extensive product range available [3]. Group 3: Strategic Advantages - Tianjin Port's strategic location as the largest comprehensive port in northern China provides a robust transportation network with 147 container shipping routes connecting globally and 120 inland marketing centers covering 14 provinces [3]. - The cold chain logistics industry is expanding, with various companies establishing operations in the East Jiang Port area, enhancing the integration of port, industry, and city development [3]. Group 4: Operational Efficiency - The port has implemented an information-sharing mechanism among customs, port, and logistics companies, reducing the handling time for a container of cherries to under 20 minutes and ensuring delivery to major markets within 5 hours [4]. Group 5: Future Developments - Tianjin Port is advancing its cold chain logistics by adopting automated storage systems, unmanned forklifts, and smart sorting systems to enhance storage capacity and operational efficiency [5]. - The port is also exploring cold chain logistics financial services to support upstream and downstream enterprises, aiming to expand the market for high-end dairy products and biopharmaceuticals [5].