央视网消息：在粤港澳大湾区，承担重要民生物资保供任务的粮油企业已提前进入"双节"节奏。总台记者走访深圳、广州一线发 现，龙头企业正依托智能化供应链丰富节日餐桌。 早上7时，广州港的专用粮油码头迎来远洋货轮。得益于海关"提前申报、抵港直放"的通关模式，满载大豆、棕榈原油的船舶在 靠泊前已完成全部手续，实现即靠即卸。几乎在同一时间，这些原料的物流信息已同步至粮油企业位于深圳的智慧调度中心。南海油 脂保供专班负责人李育表示，覆盖了有3000多个网点，就跟毛细血管一样，通过城配业务，通过仓配结合的业务，以最快的速度送到 网点去。 从记者身后和身旁摆的这个满满当当的货架不难看出，国人在餐桌上的"油瓶子"有多丰富，有花生，大豆，葵花籽、包括玉米做 成的食用油，更重要的还有一些新品，像眼前的这种食用椰子油是头一次见到。李育称，这种椰子油主要用于冷饮冰淇淋，同时也是 奶茶行业的原料，吃起来有种椰香味，正好跟国家这种大战略不谋而合，企业在去年就开始布局了。 不光要快还要"聪明"。走进油脂生产基地记者发现，这里更像一个由数据驱动的"智慧工厂"。记者看到AGV小车按照路上设定线 路自由地穿梭，快速搬运货物，旁边成品油坐着输送线快速 ...

央视网消息：12月23日上午，国家"十四五"规划重点项目、我国"八纵八横"高铁网京兰通道的最后一段包头至银川高铁包头至惠农段正式通车。至此， 包银高铁实现全线开通运营，内蒙古巴彦淖尔市、乌海市进入高铁时代。 高铁的开通让巴彦淖尔河套农产品物流提速，新鲜的河套蜜瓜、优质小麦粉、葵花籽、番茄酱、牛羊肉等高附加值产品实现12小时内直达北京、天津等 地商超，48小时内可以端上广州、上海等沿海城市居民的餐桌，极大提升品牌价值和市场竞争力。 CCTV 13 a ESEN ISSUES IN A LEWIN PROPERT AND PRODUCTS ASSOCIATION 11-230 包银高铁起自包头站，经内蒙古自治区包头市、巴彦淖尔市、鄂尔多斯市、乌海市，宁夏回族自治区石嘴山市、银川市，接入银川站，正线全长519公 里，设计时速250公里。包头至银川最快2小时38分可达，较目前普速旅客列车压缩3小时20分。 包银高铁与北京至包头高铁、银川至兰州高铁共同构成我国"八纵八横"高铁网北京至兰州通道，我国西北地区高铁路网布局进一步完善，同时串联起银 西高铁、包银高铁、集包三四线、张呼高铁、集大原高铁、大西高铁共6条线路，形成全 ...

"早卧晚起，必待日光"是《黄帝内经》中的冬季养生建议，然而现代生活节奏下，朝九晚五的工作 模式、电子产品的普及以及城市夜生活的丰富，使"早卧晚起"成为许多人难以企及的目标。有哪些科学 的睡眠优化方案？"岭南时令与健康"专家媒体座谈会（冬至）18日在广州举行。广东省人民医院主任医 师何红波指出，卧室环境调节是关键，核心把握温度和光亮度：可通过开暖气等方式将室内温度维持在 18-22℃；实施"30分钟过渡程序"，睡前30分钟调温调光，逐步关闭灯光静卧，其间可进行纸质书阅读 或简单拉伸。 同时要建立"睡眠缓冲期"，睡前一小时减少强光刺激，睡前30分钟远离电子屏幕；若四肢冰凉，睡 前用热水泡脚15分钟助眠。饮食上，冬季晚间避免辛辣、油腻及高糖食物，晚餐以清淡易消化为主，睡 前饥饿可适量食用全麦面包、坚果补充能量。 针对情绪问题，何红波建议多方面自我调整：一是抓住日照机会，10时至15时之间进行30分钟户外 活动，即使阴天户外光照强度也远高于室内，冬季起床后可拉开窗帘增加室内光照；二是坚持运动，每 周3-5次、每次30分钟的快走、慢跑或太极拳，团体运动比单独运动更能提升情绪。 日照时间缩短，加之湿冷天气，更容易出现情绪 ...

Core Viewpoint - Romania is positioned as a leading supplier of oilseeds in the EU and globally, with rapeseed production expected to reach a new high by 2025, significantly exceeding the average levels of the past five years [1] Group 1: Production and Export Growth - The European Commission reports a significant increase in rapeseed production in EU countries, leading to a reduced reliance on imported rapeseed [1] - Romania's rapeseed oil production is projected to reach nearly $400 million by 2025, placing it among the top producers in the global market [1] - Despite fluctuations in monthly oilseed export values, Romania's annual cumulative export volume remains high, indicating strong international competitiveness [1] Group 2: Market Demand and Pricing - The demand for rapeseed oil in the EU and international markets is continuously growing, which is reflected in the high export prices for oilseeds from Constanța Port due to increased demand from non-EU countries [1] - The decline in sunflower seed production and a slight slowdown in export pace are noted, contrasting with the robust growth in rapeseed [1] Group 3: Future Outlook - Analysts suggest that Romania's ongoing expansion of oilseed planting areas and production capacity is enhancing its share in global oilseed and oil trade [1] - The increasing demand for high-quality oilseeds and oils driven by green energy initiatives, food processing, and the growing biofuel market positions Romania to solidify its status as a key supplier in the global oilseed market [1]

【国富期货早间看点】USDA美豆当周出口合计净增124.85万吨 Secex巴西大豆11月出口419.7万吨 20251205 国富研究 国富研究 2025年12月5日 07:44 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油02(BMD) | 4123.00 | -1.20 | 0. 41 | | 布伦特02(ICE) | 63. 37 | 0.99 | 1.23 | | 美原油01(NYMEX) | 59.70 | 1.00 | 1.39 | | 美豆01 (CBOT) | 1119.75 | 0. 31 | 0. 43 | | 美豆粕01(CBOT) | 311.20 | 0.00 | -0. 64 | | 美豆油01(CBOT) | 51.85 | 0. 27 | 1. 27 | | | 最新价 | 涨跌幅(%) | 十日涨跌幅 | | --- | --- | --- | --- | | 美元指数 | 99.05 | 0.16 | | | 人民币(CNY/USD) | 7. 0733 | -0. 0 ...

北京商报讯 12月2日，洽洽食品在投资者互动平台回答投资者提问称，目前公司葵花籽采购价格比去年 同期有所下降，葵花籽采购仍在持续进行中。 （文章来源：北京商报） ...

Core Viewpoint - The company, Qiaqia Food, announced on December 2 that the procurement price of sunflower seeds has decreased compared to the same period last year, and the procurement process is ongoing [1] Group 1 - The procurement price of sunflower seeds is lower than the same period last year [1] - The company is actively continuing its sunflower seed procurement [1]

Core Viewpoint - The company is actively procuring sunflower seeds and is adjusting its purchasing strategy based on market conditions and inventory levels [2] Group 1 - Investors inquired about the company's sunflower seed storage status for the year [2] - The company confirmed that sunflower seed procurement is ongoing [2] - The company will dynamically adjust the proportion of procurement before and after the Spring Festival based on market trends and inventory changes [2]

Economic News - The Chinese Ministry of Commerce announced that recent negotiations between China and the US resulted in a consensus, including the US's cancellation of the 10% "fentanyl tariff" on Chinese goods and a one-year suspension of its 301 investigation measures against China's maritime, logistics, and shipbuilding industries [1] - Several leading lithium iron phosphate cathode material manufacturers, including Jiangxi Shenghua New Materials Co., Ltd. and Hunan Youneng New Energy Battery Materials Co., Ltd., have announced plans for capacity expansion [1] - The manufacturing Purchasing Managers' Index (PMI) for October is reported at 49.0%, a decrease of 0.8 percentage points from the previous month, indicating a decline in manufacturing activity [1] - The China Iron and Steel Association reported that key steel enterprises had a total operating income of 4.56 trillion yuan in the first three quarters, a year-on-year decrease of 2.36%, while total profits increased by 1.9 times to 96 billion yuan [1] Company Insights - Kefu Medical has launched its first respiratory mask and plans to introduce multiple new masks and next-generation ventilators next year, enhancing its smart respiratory ecosystem [4] - Zhenyu Technology signed a strategic cooperation agreement to invest 2.11 billion yuan in precision component manufacturing and humanoid robot modules in Ninghai County from 2025 to 2030 [4] - Huayu Pharmaceutical's subsidiary received approval for the market launch of injectable paclitaxel (albumin-bound) in Portugal and the UK [4] - Qiaoyin Co., Ltd. won a bid for a sanitation integration project in Lai County, with a contract value of approximately 204.98 million yuan per year for 25 years [4] - Pro Pharmaceutical's subsidiary received a drug registration certificate for L-carnitine injection, with a projected market size of 1.03 million units and sales of 9.65 billion yuan in 2024 [4] Daily Research Report - Qiaqia Food (002557.SZ) reported a total revenue of 4.501 billion yuan for the first three quarters of 2025, a year-on-year decrease of 5.38%, with net profit down 73.17% to 168 million yuan [5] - The sunflower seed segment, traditionally a revenue driver, faced challenges due to poor quality and increased competition, leading to significant revenue declines [6] - The nut segment showed resilience, maintaining a revenue share of around 20%, supported by seasonal sales during the Mid-Autumn Festival and National Day [6] - New product launches, including high-end sunflower seeds and low-calorie konjac products, are in the early promotion stage and are expected to contribute to future growth [7] - The company is experiencing increased pressure on raw material costs, with a sales gross margin of 21.94% and a net profit margin of 3.76%, both showing a significant decline year-on-year [7] Investment Forecast and Ratings - Due to ongoing cost pressures and competitive challenges, the profit forecast for Qiaqia Food has been revised downwards, with expected net profits of 459 million, 732 million, and 824 million yuan for 2025-2027, reflecting a year-on-year decline of 45.94% in 2025 [8] - Ningbo Bank (002142.SZ) reported a revenue of 54.98 billion yuan and a net profit of 22.45 billion yuan for the first three quarters of 2025, both showing an 8.3% year-on-year increase [10] - The bank's net interest income grew by 11.8% year-on-year, benefiting from a narrowing decline in net interest margins and strong growth in loan and bond investments [11] - The asset quality remains stable, with a non-performing loan ratio of 0.76% and a provision coverage ratio of 375.9%, indicating effective risk management [13] - The bank is expected to maintain a strong growth trajectory in revenue and profit, with projected net profit growth rates of 8.6%, 9.5%, and 10.0% for 2025-2027 [12]

Core Viewpoint - Poland's Ministry of Agriculture and Rural Development announced that it will maintain a ban on certain Ukrainian agricultural imports despite the EU's new trade agreement with Ukraine, which applies to all EU member states [1] Group 1: Trade Regulations - The new EU-Ukraine trade agreement, effective from October 29, allows for the import of goods across the EU, but some terms remain unchanged [1] - Poland's import ban on Ukrainian wheat, corn, rapeseed, sunflower seeds, and certain processed products will remain in effect indefinitely [1]