央视网消息：目前，正值南方中稻收获的关键期。在福建省宁德市霞浦县，当地4.5万亩水稻收割进入尾声，亩产490公斤左右，达到预期 效果。 在宁德市霞浦县牙城镇，金黄的稻田坐落在山脚与河流之间。受地形影响，自动化水稻收割机沿着田埂缓缓前进，割稻、脱粒、清选一气 呵成；田埂边，运粮车等候在侧，金黄的谷粒倾泻而下，整个作业流程顺畅高效。 霞浦县地处闽东沿海，稻作历史悠久。这两年，当地推动农业生产全链条机械化发展，推广机械化插秧、无人机植保、自动收割机等新技 术，实现了田间综合效益的持续提升。 此外，当地农业部门还积极开展优质稻品种试验，通过选育抗病性强、产量高、品质好的新品种，提高稻米质量和市场竞争力。并采 用"水稻+土豆"轮作模式，中稻收完后，再种一季土豆，提高土地利用率，增加农户收入。 据了解，今年霞浦全县种植中稻约4.5万亩，计划下周完成中稻收割作业，水稻总产量预计突破2.2万吨。 黑龙江同江：金秋迎丰收 高效秋整地 金秋时节，黑龙江同江市田间地头呈现出一派繁忙的景象。玉米和水稻等作物正在收割，秋整地工作也正在同步进行，确保土地良好状 态，为明年丰收打下基础。 在同江市乐业镇盛昌村，大型收割机轰鸣着穿梭在田间， ...

农业农村部最新农情调度显示，全国秋粮收获近四成，各粮食主产区陆续进入收获高峰期。 水稻种植大省湖南，中稻种植面积2219万亩，目前收获已接近尾声。在浏阳沿溪镇这片4000多亩的稻田里，多台新型全喂入联合收割机正有序作业。 农户胡呈武：合作社一季稻中稻面积达4000多亩，亩产能够达到1160斤左右。以前我们采用人工收割，一亩地收割大概需要一个人工，现在我们采用机械化 收割，一小时能够收割3亩到5亩，效率提高了20倍左右。 相比以往使用的半喂入式收割机，新机型不仅效率高，还能减少约3%的稻谷损失。在浏阳200多家农机专业合作社的带动下，全市水稻耕种收综合机械化率 达到了90%以上。 在黑龙江桦川县这片12000亩的稻田里，大型联合收割机正开足马力工作。这两台收割机升级了脱粒滚筒、清选系统等核心部件，将收获率提高到95%。 锦州市义县张家堡镇谷家屯村村民刘忠宇：今年花生品相比去年好太多。一穴平均能产25到30颗，亩产估摸有800到1000多斤，比去年多了100斤出头，这收 成算近几年最好的了。 桦川县玉成现代农机专业合作社理事长李玉成：可别小看这从90%到95%的获取率提升，相当于每收割100亩地 ，比往年多收回5 ...

Group 1 - The core issue involves Hainan Jingliang Holdings Co., Ltd. receiving a corrective administrative measure from the Hainan Securities Regulatory Bureau due to violations related to revenue recognition in its subsidiary's trading activities [1][2] - The company was found to have engaged in trading of palm oil, peanut oil, peanuts, and soybeans without commercial substance or in violation of accounting standards, affecting revenue by approximately 298.63 million yuan, which is 2.51% of the company's audited revenue for 2023 [2] - The company is required to submit a written rectification report to the Hainan Securities Regulatory Bureau within 30 days of receiving the decision [2] Group 2 - Hainan Jingliang Holdings has expressed its commitment to addressing the issue and will undertake necessary corrective actions, stating that the administrative measures will not impact its normal production and operational activities [3] - Zhongde Securities, as the bond trustee, has issued a temporary report to remind investors to pay attention to related risks and to make independent judgments regarding the situation [3]

大宗商品研究所 农产品研发报告 花生日报 2025 年 9 月 29 日 | 第一部分 | | | | | 数据 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2025/9/29 | | 期货盘面 | | | | | | | | | 期货 | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | PK604 | 7842 | 16 | 0.20% | 52 | 205.88% | 437 | 1.63% | | PK510 | 7800 | 12 | 0.15% | 1,733 | -32.46% | 1,628 | -48.72% | | PK601 | 7820 | 48 | 0.61% | 24,514 | 83.69% | 57,942 | 5.55% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 8800 | 8600 ...

花生：关注产区上量情况 尹恺宜 投资咨询从业资格号：Z0019456 yinkaiyi@gtht.com 报告导读： （1） 花生市场回顾 现货市场，花生价格平稳。截止至 9 月 25 日全国通货米均价 4.23 元/斤，周环比上涨 0.08 元/斤、 涨幅 1.15%。 河南麦茬、山东蒜茬、河北、东北等产区花生陆续上市，当前部分区域以晾晒为主， 即将 进入新米集中上市期，全国产量增加预期下，供应压力将持续释放。食品与油脂终端消费需求改善不明 显，双节临近，部分油厂计划停机休假、进行设备检修等，预计停产 8-12 天，短期需求或有所减弱。 二 〇 二 五 年 度 2025 年 9 月 28 日 期货市场，9 月 26 日当周，花生期货下跌。花生主力合约（PK2511）最高价 7858 元/吨，最低 7740 元/吨，收盘价 7798 元/吨（前一周收盘 7834 元/吨）。 （2） 花生市场展望 优质干货供应紧张为其价格提供坚实支撑，而次货偏多及需求不振则压制了整体价格的上行空间。新 花生上市进度整体偏慢，河南持续阴雨天气不仅推迟上市，更导致花生水分偏高、发霉发芽现象增多，造 成质量分化，山东、河北、东北产区 ...

Summary of Key Points Core Viewpoint - The company, Jingliang Holdings, is facing regulatory scrutiny due to non-compliance with accounting standards related to certain trade activities, which has resulted in a directive for corrective measures from the China Securities Regulatory Commission (CSRC) [1][3]. Company Announcements - Jingliang Holdings' stock price closed at 6.43 yuan on September 26, 2025, down 3.45% from the previous week, with a total market capitalization of 4.674 billion yuan, ranking 11th in the agricultural processing sector [1]. - The CSRC found that the company's subsidiary engaged in palm oil, peanut oil, peanut, and soybean trades that lacked commercial substance or proper revenue recognition, involving an amount of 298,629,084.17 yuan, which constitutes 2.51% of the audited revenue for 2023 [1][3]. - The company has been ordered to submit a written rectification report within 30 days of receiving the decision, and it has stated that this regulatory measure will not affect its normal production and operations [1]. - The board of directors and supervisory board of Jingliang Holdings were originally set to complete their term on September 26, 2025, but due to ongoing preparations for the election and related reforms, their terms have been extended to ensure governance continuity [2].

Core Viewpoint - The company, Hainan Jing Grain Holdings Co., Ltd., has been ordered by the Hainan Securities Regulatory Bureau to rectify issues related to improper revenue recognition and lack of commercial substance in certain trading activities, which affected 2.51% of its audited revenue for 2023 [1][2]. Group 1 - The company received a decision from the Hainan Securities Regulatory Bureau regarding issues found in its subsidiary's trading activities involving palm oil, peanut oil, peanut kernels, and soybean, with a total revenue amount of 298,629,084.17 yuan [1][2]. - The identified issues violate the "Management Measures for Information Disclosure of Listed Companies" [2]. - The company is required to submit a written rectification report within 30 days and is subject to administrative supervision measures that will be recorded in the capital market integrity database [2][3]. Group 2 - The company emphasizes its commitment to addressing the issues highlighted in the decision and will undertake comprehensive rectification while ensuring that normal production and operational activities are not affected [3]. - The company will enhance trade business management and improve the quality of information disclosure as part of its corrective measures [2][3].

Group 1 - The Shenzhen Stock Exchange issued a regulatory letter to Jiangsu Grain Holdings, indicating issues with the company's subsidiary operations in palm oil, peanut oil, peanut, and soybean trading, where some transactions lacked commercial substance and revenue recognition did not comply with accounting standards, involving an amount of approximately 299 million yuan, which accounts for 2.51% of the company's audited revenue for 2023 [1] - The company is reminded to adhere strictly to the Securities Law, Company Law, and the Stock Listing Rules, ensuring accurate and timely information disclosure to prevent similar incidents in the future [1] - For the first half of 2025, the revenue composition of Jiangsu Grain Holdings was as follows: oil and fat accounted for 91.34%, food manufacturing accounted for 8.45%, and other businesses accounted for 0.21% [1] Group 2 - As of the report, the market capitalization of Jiangsu Grain Holdings is 4.7 billion yuan [2]

Core Viewpoint - The company, Jingliang Holdings, has received a corrective measure from the Hainan Securities Regulatory Bureau due to violations in revenue recognition and lack of commercial substance in certain trades [1] Summary by Relevant Sections Regulatory Action - On September 26, 2025, the company received a decision from the Hainan Securities Regulatory Bureau regarding corrective measures [1] - The decision is based on findings that some trades in palm oil, peanut oil, peanut kernels, and soybean conducted by the company's subsidiaries lacked commercial substance and did not comply with accounting standards [1] Financial Impact - The involved revenue amounts to 299 million yuan, which represents 2.51% of the company's audited revenue for 2023 [1] Compliance and Remediation - The company is required to undertake comprehensive rectification, hold accountable relevant personnel, and improve trade business management and information disclosure quality [1] - A written rectification report must be submitted to the Hainan Securities Regulatory Bureau within 30 days of receiving the decision [1]

Core Points - The company received a corrective measure decision from the Hainan Securities Regulatory Bureau regarding certain trading activities [1] - The investigation revealed that some trading activities related to palm oil, peanut oil, peanut kernels, and soybean were lacking commercial substance and did not comply with accounting standards, involving an income amount of 299 million yuan, which accounts for 2.51% of the company's audited revenue for 2023 [1] - The company is required to conduct a comprehensive rectification, hold relevant personnel accountable, and improve the quality of information disclosure within 30 days of receiving the decision [1] Regulatory Actions - The Hainan Securities Regulatory Bureau issued a decision (〔2025〕32号) mandating the company to correct its practices [1] - The company’s actions were found to violate the Information Disclosure Management Measures for Listed Companies [1] - The corrective measures will be recorded in the capital market integrity database [1] Financial Impact - The income amount involved in the violations is 299 million yuan, which is significant as it represents 2.51% of the company's total audited revenue for the year 2023 [1] Compliance Requirements - The company must submit a written rectification report to the Hainan Securities Regulatory Bureau within 30 days of receiving the decision [1] - The company is expected to enhance its trade business management and ensure compliance with disclosure standards [1]