（原标题：波黑肉类贸易逆差严峻，进出口覆盖率为12%） 波黑间接税管理局数据显示，波黑近三年来肉类进口持续增长，但今年同比略有 下降。尽管进口量减少，但价格上升趋势进一步凸显。今年1-7月，波黑肉类进口额超 3.81亿马克，而出口额仅3060万马克，主要进口来源国为荷兰、意大利、波兰、比利时 和塞尔维亚。 经济学家警告，这种进口结构加剧贸易平衡压力，凸显加强本土生产和扶持本地 养殖户的紧迫性。尽管波黑畜牧业发展潜力巨大，但国内生产商仍在规模和价格上难 以与国外产品竞争。这种局面也导致大量农场倒闭——许多养殖户因缺乏竞争力被迫 退出市场。更值得关注的是健康风险——进口的冷冻肉往往使用添加剂保鲜，引发消 费者对食品安全的强烈担忧。（驻波黑使馆经商处） 波黑国家台8月24日报道。根据波黑外贸商会数据，波黑肉类商品今年上半年出现 显著贸易逆差，成为农食产品领域最大逆差来源。 今年上半年，波黑农食行业贸易逆差总计达20亿马克，占波黑上半年贸易逆差的 32%，其中肉类出口额仅能覆盖进口额的12%。 ...

南农晨读丨茶香 胜境_南方+_南 方plus 【今日关注】 据介绍，岭南特 色农业是广东省 的"金字招牌" ， 水果、蔬菜、肉 类、水产品等多 种产品产量位居 全国前列。全省 规上农产品加工 企业营业收入 评论丨以大省之 责，绘就岭南农 业现代化新图景 8月26日，在广 东省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色农 业专场）上，省 人大农村农业委 员会主任委员李 水华介绍，广东 在发展岭南特色 农业工作取得明 显成效，但对标 高质量发展要 求，依然存在特 色产业规模不 大、生物种业实 力不强、农机推 广应用面小、农 业品牌经营主体 分散、产品同质 化严重、部分农 业标准仍不完善 等问题。 9701.21亿元！ 广东农业多项数 据位居全国前列 "2024年广东省 农林牧渔总产值 为9701.21亿 元，位居全国前 列。"8月26日， 在省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色现 代农业专场） 上，省人大农村 农业委员会主任 委员李水华介绍 岭南特色现代农 业专题调研情 况。 1.63万亿元，培 育农业龙头企业 5507家，年营收 规模近万亿元。 全国人大代表、 广东海洋大学副 ...

9701.21亿元！ 广东农业多项数 据位居全国前列 _南方+_南方 plus "2024年广东省 农林牧渔总产值 为9701.21亿 元，位居全国前 列。"8月26日， 在省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色现 代农业专场） 上，省人大农村 农业委员会主任 委员李水华介绍 岭南特色现代农 业专题调研情 况。 据介绍，岭南特 色农业是广东省 的"金字招牌" ， 水果、蔬菜、肉 类、水产品等多 种产品产量位居 全国前列。全省 规上农产品加工 企业营业收入 1.63万亿元，培 育农业龙头企业 5507家，年营收 规模近万亿元。 "粤强种芯"方 面，种质资源保 护利用能力大幅 提升，全省收集 保存农业种质资 源36.8万份，保 存种类和数量位 居全国前列，建 成农作物、畜 禽、水产、微生 物四大省级农业 种质资源库。育 成超级稻品种36 个，占全国 28%，育成畜禽 新品种40个，约 占全国15%，培 育水产新品种43 个，约占全国水 产新品种总数的 14%，10家 （次）畜禽企 业、12家（次） 水产企业入选国 家种业企业阵 型，居全国首 位。 "粤强农装"方 面，农产品烘干 设备及畜牧养殖 ...

花旗将2025至2027年净利润预测下调10%至14%，以反映毛利率预测被下调。尽管餐饮行业逆风持续， 安井食品凭借其强大的产品组合及渠道拓展举措仍具吸引力。该行维持对其"买入"评级，目标价从75港 元微降至74.8港元。 花旗发表研报指，安井食品第二季收入按年增长6%，符合预期；净利润按年降23%，逊预期，因原材 料与制造成本上升及折扣力度加大导致毛利率低于预期。按产品分类，肉类、鱼浆制品及面食及米制品 销售下降，而菜品销售增长，特别是小龙虾因价格回升实现双位数增长。股息支付比率进一步提高至 70%。 ...

据商务部市场运行监测系统显示，8月11日至17日，全国食用农产品市场价格比前一周（环比，下同） 上涨0.3%，生产资料市场价格比前一周上涨0.2%。 生产资料市场：橡胶价格小幅上涨，其中合成橡胶、天然橡胶分别上涨0.8%和0.6%。有色金属价格略 有上涨，其中铜、铝分别上涨1.0%和0.2%，锌与前一周持平。基础化学原料价格以涨为主，其中硫酸 上涨0.9%，甲醇、纯碱、聚丙烯分别下降0.5%、0.3%和0.3%。煤炭价格继续上涨，其中炼焦煤、动力 煤、无烟块煤每吨983元、763元和1137元，分别上涨0.7%、0.3%和0.2%。钢材价格基本持平，其中热 轧带钢、普通中板每吨3636元和3791元，均上涨0.3%，螺纹钢、高速线材每吨3450元和3637元，均下 降0.1%。成品油批发价格略有下降，其中0号柴油、92号汽油、95号汽油均下降0.2%。化肥价格小幅下 降，其中尿素、三元复合肥分别下降0.7%和0.1%。 食用农产品市场：30种蔬菜平均批发价格每公斤4.32元，上涨3.1%，其中菜花、西兰花、菠菜分别上涨 17.4%、16.5%和11.3%。水产品批发价格有所上涨，其中大黄鱼、大带鱼、鲢鱼分别上 ...

Group 1: Agricultural Production and Consumption - The Ministry of Agriculture and Rural Affairs and other departments have issued a plan to enhance public nutrition and health services, emphasizing the importance of healthy consumption [1] - In 2024, China is projected to have the highest production and consumption of various agricultural products, including grains (706 million tons), meat (97.7 million tons), and vegetables (860 million tons) [1] - The high-quality development of agriculture, forestry, animal husbandry, and fishery in China has enriched the food supply for over 1.4 billion residents [1] Group 2: Carbohydrate Consumption - There is a growing trend of low-carbohydrate diets, but carbohydrates are essential for energy, particularly for brain function [2][3] - The quality of carbohydrates is crucial, with the glycemic index (GI) being an important measure; refined grains have high GI values, while whole grains are lower [3] - It is recommended that carbohydrates should make up 50%-65% of daily energy intake, focusing on low GI and high-fiber options [3][4] Group 3: Meat Consumption - Meat is a vital source of protein and essential nutrients, but excessive intake can lead to health issues such as obesity and cardiovascular diseases [6][7] - Daily meat consumption for adults should be controlled to 40-75 grams, with a focus on lean meats and avoiding processed meats [7][8] - Different cooking methods can affect the healthiness of meat; steaming and boiling are preferred over frying [7][8] Group 4: Vegetable and Fruit Intake - The recommended daily intake of vegetables is 300-500 grams, with a focus on including a variety of types, especially dark-colored vegetables [10][11] - Fruits are important for nutrition, with a recommended intake of 200-350 grams daily; moderation is key for those with blood sugar concerns [11][12] - The consumption of seasonal fruits and vegetables is encouraged for optimal health benefits [12] Group 5: Dietary Guidelines - The Chinese Dietary Guidelines recommend a balanced diet including grains, vegetables, fruits, and proteins, with specific daily intake recommendations for each food group [13][14] - It is advised to consume a variety of foods, aiming for at least 12 different types daily and 25 types weekly [13][14]

Group 1 - The Trump administration's tariff policy has significantly impacted the global economic order, particularly affecting Latin America, with Brazil being a major victim [3] - Brazil's coffee and meat exports to the U.S. have drastically declined due to a 50% tariff imposed by the Trump administration, leading to severe economic challenges for Brazilian farmers and businesses [5][6] - The U.S. aims to leverage its economic power to force Brazil into making concessions in trade rules and market access, reflecting a complex interplay of political and economic interests [3][5] Group 2 - China's support for Brazil, including granting import licenses to 183 Brazilian coffee companies, has provided a much-needed boost to Brazil's economy amid U.S. tariff pressures [5][6] - The economic relationship between China and Brazil is characterized by high complementarity, with Brazil supplying essential natural resources to China, which helps stabilize China's resource supply chains [6] - Brazil's strengthened ties with China allow it to reduce dependence on the U.S. market, enhancing its economic resilience and enabling a firmer stance against U.S. demands [8] Group 3 - Brazil's response to U.S. tariffs includes seeking consultations with the World Trade Organization to challenge the legality of U.S. tariff policies, which could inspire other nations facing similar pressures [8] - The cooperation between China and Brazil serves as a model for other developing countries, demonstrating the potential for collective action against unilateral trade practices [9] - China's significant economic engagement with Brazil, including a 5-year contract worth 1.3 trillion, plays a crucial role in supporting Brazil's economy and revitalizing global economic cooperation [9]

Group 1 - The core viewpoint of the articles highlights the significant rise in the Producer Price Index (PPI) for July, indicating strong inflationary pressures due to recent tariff policies, which may impact the Federal Reserve's interest rate decisions [1][2]. - The PPI increased by 0.9% month-over-month, far exceeding the expected 0.2%, and year-over-year, it rose by 3.3%, marking the fastest growth since February 2025 [1]. - Core PPI, excluding food, energy, and trade services, also saw its largest increase since 2022, suggesting widespread inflationary pressures across various sectors [1]. Group 2 - Service prices led the increase, rising by 1.1%, the largest gain since March 2022, with notable increases in investment management, securities brokerage, and lodging prices [1]. - Commodity prices rose by 0.7%, driven primarily by a 1.4% increase in food costs, with fresh and dried vegetable prices surging nearly 39% in a single month [1]. - The market anticipates that the Federal Reserve will still implement a 25 basis point rate cut in September, despite the surprising PPI data, which may lead to a reassessment of future rate cut expectations [2]. Group 3 - The USD/JPY exchange rate fluctuated significantly, with a recent drop to 147.31, reflecting the ongoing impact of economic data and central bank policy expectations on currency movements [1][3]. - Technical traders are advised to monitor the USD/JPY within the range of 145.80 to 149.00, as a breakout above the 200-day moving average could signal further upward movement towards the 151.50 target [3]. - Conversely, a downward break could lead to a target near the June low of 143.00, indicating potential volatility in the currency pair [3].

在农业和食品行业领域，包括葡萄酒、奶酪等法国优势出口产品均被排除在豁免清单之外，且美方要求 简化欧盟在肉类、奶制品等方面的卫生认证，这将对法国乃至欧洲整体食品安全体系造成影响。据统 计，法国相关行业每年向美销售约3.5亿欧元乳制品。法国农业部长热纳瓦尔指出，"如果葡萄酒和烈酒 出口最终未获豁免，相关行业将面临8亿欧元的额外关税冲击"。法食品出口商担心额外的进口税将压低 其产品价格，并使本就因通胀而面临拮据难题的美国消费者更加无力承担，进而对法国出口造成影响。 法国葡萄酒与烈酒出口协会主席雅尼克·菲亚利普表示，在美元疲软背景下，相关关税将持续增加法对 美出口压力，并对法竞争力造成冲击。 在数字服务和科技领域，美方宣称欧方已承诺免除对美企征收相关税费，但欧盟仅表态"将另行协调"。 法国则将该领域视为对美施压的关键领域，推动欧盟针对美在线服务巨头征收数字税。对此，法国欧洲 事务部长本杰明·哈达德曾表示，"如果欧方希望在保持对美压力上走得更远，数字服务和知识产权等领 域将成为选项"。 在军购与能源领域，美方曾明确指出，"欧洲将在2026年前大量采购美国装备"，但欧方则认为"军事采 购从未作为正式议题"。法国总统马克龙 ...

Core Insights - In July, global food prices reached a two-year high, driven by rising international meat and vegetable oil prices [1] Industry Summary - The Food Price Index of the United Nations Food and Agriculture Organization averaged 130.1 points in July, marking a 1.6% increase from June and the highest level since February 2023 [1] - In Ireland, food prices in July increased by 4.7% compared to the same month last year, according to data from the Central Statistics Office [1]