中国发展网讯本周青岛市粮食、食用油和油料价格平稳，生猪价格跌幅收窄、鸡蛋价格小幅反弹，蔬菜 价格继续上涨。 粮食价格基本平稳 大米(一级长粒)平均价格为3.26元(每500克，下同)，较上周上涨0.31%，较上月同期下跌0.61%，较去年 同期下跌2.27%；面粉(特一粉)平均价格为2.36元，与上周持平，较上月同期下跌0.42%，较去年同期下 跌0.84%；小麦(中等)平均价格为1.18元，与上周持平，较上月同期下跌0.48%，较去年同期下跌 2.48%；玉米(中等)平均价格为1.19元，与上周持平，与上月同期和去年同期均持平。 食用油和油料价格平稳 5升桶装花生油平均价格为133.10元，与上周上月基本持平,较去年同期下跌2.02%；5升桶装豆油平均价 格为59.40元，较上周上涨0.07%，较上月同期下跌0.17%，较去年同期下跌1.82%；大豆平均价格为4.34 元，与上周和上月同期基本持平，较去年同期下跌2.91%；花生仁平均价格为7.46元，与上周持平，较 上月同期上涨0.40%，较去年同期上涨0.81%。 生猪价格跌幅收窄 从批发市场情况看，城阳、华中、抚顺路三大蔬菜批发市场蔬菜平均批发价格为2 ...

Group 1 - The retail prices of various food items show mixed trends, with some experiencing slight increases while others face declines both month-on-month and year-on-year [1] - Rice prices remain stable at 6.54 yuan per kilogram, while flour prices decreased by 0.2% month-on-month and 2.8% year-on-year to 6.15 yuan per kilogram [1] - Pork prices, specifically for hind leg meat, have seen a significant year-on-year decline of 14.5%, now priced at 27.71 yuan per kilogram [1] Group 2 - The price of fresh eggs is stable at 10.03 yuan per kilogram, but it has decreased by 15.0% compared to the same period last year [1] - Among aquatic products, the price of carp is 21.97 yuan per kilogram, showing a slight month-on-month decrease of 0.3% and a year-on-year decline of 1.1% [1] - Vegetable prices have increased by 2.0% month-on-month, with an average price of 7.00 yuan per kilogram, but they are down 15.5% year-on-year [1] Group 3 - Broccoli and cauliflower have the highest month-on-month price increases among vegetables, rising by 11.3% and 10.9% respectively [1] - Conversely, lotus root and pumpkin have seen month-on-month price declines of 1.1% [1] - The weighted average price for the vegetable category is derived from 30 different types of vegetables [1]

Core Viewpoint - The announcement from the company highlights the postponement of two major fundraising projects until December 2027, citing "prudent investment" as the reason, marking the sixth such delay in 2023 alone [1][4]. Group 1: Project Delays - The company has decided to postpone the "Yihai Kerry (Qingdao) Food Industrial Co., Ltd. - Food Processing Project" and the "Oil Pressing and Refining and Supporting Engineering Construction Project" located in Kunming, with both projects now expected to reach usable status by December 31, 2027 [2][3]. - The "Yihai Kerry (Qingdao) Food Processing Project" includes the construction of facilities for an annual production of 800,000 tons of various flours, 48,000 tons of peanut products (excluding peanut oil processing), 45,000 tons of sesame oil, and 32,000 tons of sesame products [3]. Group 2: Project Implementation Status - As of mid-2023, the progress of the "Yihai Kerry (Qingdao) Food Processing Project" stands at 58.25%, with the first phase completed and the second phase under construction, while the third phase has not yet commenced due to prudent investment considerations [4]. - The "Oil Pressing and Refining and Supporting Engineering Construction Project" is also being implemented in phases, with the first phase completed and the second phase's start date postponed [4]. Group 3: Industry Context - The domestic flour supply is currently abundant, leading to low operating rates among milling companies, which has resulted in a market environment characterized by oversupply and low demand [4]. - The company has faced challenges in achieving expected returns on ten fundraising projects, primarily due to lower-than-expected market demand and increased competition in the flour processing industry [7][8].

Core Viewpoint - The company reported a strong performance for the first half of 2025, with significant growth in both revenue and net profit, indicating robust business operations and strategic expansion into the health sector [1] Financial Performance - The company achieved a revenue of 115.68 billion yuan, representing a year-on-year increase of 5.7% [1] - The net profit attributable to shareholders was 1.76 billion yuan, showing a substantial year-on-year growth of 60.1% [1] Business Segments - The main business segments, including kitchen foods, feed raw materials, and oil technology products, all experienced year-on-year growth in revenue and profit [1] - The flour and rice business showed significant improvement in year-on-year performance [1] - The feed raw materials business saw a notable increase in profit compared to the previous year [1] Strategic Initiatives - The company accelerated its expansion into the health sector, launching the health brand "Jinlongyu Fengyitang" in April [1] - The new brand focuses on extracting functional nutrients from natural foods to meet the health needs of specific populations, particularly in disease prevention [1] - A series of products under this brand have been showcased at several important exhibitions [1]

Summary of Key Points Core Viewpoint - The prices of grains, edible oils, and livestock in Qingdao remain stable, with a slight decrease in pig prices and a continued rise in egg prices. Grain Prices - The average price of first-grade long-grain rice is 3.28 yuan per 500 grams, unchanged from last week, up 1.23% from last month, and down 1.71% year-on-year [2] - The average price of special-grade flour is 2.36 yuan, down 0.30% from last week, down 1.78% from last month, and down 0.72% year-on-year [2] - The average price of medium wheat is 1.18 yuan, unchanged from last week, down 0.84% from last month, and down 3.28% year-on-year [2] - The average price of medium corn is 1.19 yuan, unchanged from last week, up 0.85% from last month, and down 0.83% year-on-year [2] Edible Oil and Oilseed Prices - The average price of 5-liter bottled peanut oil is 133.10 yuan, stable compared to last week, down 0.08% from last month, and down 2.13% year-on-year [3] - The average price of 5-liter bottled soybean oil is 59.50 yuan, unchanged from last week, up 0.17% from last month, and down 2.46% year-on-year [3] - The average price of soybeans is 4.34 yuan, stable compared to last week, down 0.23% from last month, and down 2.91% year-on-year [3] - The average price of peanuts is 7.43 yuan, unchanged from last week, up 2.20% from last month, and up 0.41% year-on-year [3] Livestock Prices - The average price of live pigs is 7.30 yuan, down 1.39% from last week, up 0.51% from last month, and down 25.07% year-on-year [4] - The average price of pork belly is 15.60 yuan, stable compared to last week, up 2.25% from last month, and down 11.71% year-on-year [4] - The average price of lean pork is 15.85 yuan, down 0.09% from last week, up 2.07% from last month, and down 11.29% year-on-year [4] - The average price of beef is 37.40 yuan, down 0.15% from last week, down 1.06% from last month, and up 2.19% year-on-year [4] - The average price of lamb is 41.69 yuan, up 0.04% from last week, down 0.03% from last month, and down 4.54% year-on-year [4] Egg Prices - The average price of eggs is 3.82 yuan, up 5.52% from last week, up 10.13% from last month, and down 21.80% year-on-year [5] - The highest price for eggs this week is 4.10 yuan, and the lowest is 3.55 yuan [5] Vegetable Prices - The average wholesale price of vegetables in major markets is 2.09 yuan, unchanged from last week, up 2.20% from last month, and down 14.63% year-on-year [6] - The average retail price of 19 vegetable varieties is 3.75 yuan, down 0.27% from last week, up 8.70% from last month, and down 14.97% year-on-year [6] - Among the 19 vegetable varieties, 6 prices increased, 3 decreased, and 10 remained stable [6]

Price Trends Summary - The retail price of rice is 6.54 yuan/kg, showing a month-on-month increase of 0.2% and a year-on-year decrease of 0.3% [1] - The retail price of flour is 6.14 yuan/kg, with a month-on-month decrease of 0.3% and a year-on-year decrease of 3.0% [1] - The price of soybean oil is 12.82 yuan/kg, reflecting a month-on-month increase of 0.1% and a year-on-year decrease of 2.3% [1] - The price of peanut oil is 28.46 yuan/kg, showing a month-on-month decrease of 0.1% and a year-on-year decrease of 1.9% [1] - The price of pork (hind leg meat) is 27.86 yuan/kg, with a month-on-month increase of 0.5% and a year-on-year decrease of 9.5% [1] - The price of white strip chicken is 24.66 yuan/kg, reflecting a month-on-month increase of 0.5% and a year-on-year decrease of 2.4% [1] - The price of fresh eggs is 9.83 yuan/kg, showing a month-on-month increase of 2.1% and a year-on-year decrease of 14.7% [1] Vegetable Price Movements - The average price of vegetables is 6.78 yuan/kg, with a month-on-month decrease of 0.1% and a year-on-year decrease of 7.9% [1] - The top five vegetables with the highest month-on-month price increases include leeks (8.42 yuan/kg, +3.6%), spinach (9.01 yuan/kg, +2.2%), eggplant (5.99 yuan/kg, +2.0%), lettuce (7.46 yuan/kg, +1.5%), and ginger (15.07 yuan/kg, +1.1%) [1] - The top five vegetables with the largest month-on-month price decreases include pumpkin (4.70 yuan/kg, -2.1%), winter melon (3.86 yuan/kg, -1.8%), cucumber (5.93 yuan/kg, -1.7%), tomato (6.35 yuan/kg, -1.7%), and lotus root (11.39 yuan/kg, -0.9%) [1]

Core Insights - The national market prices for edible agricultural products remained stable from July 21 to July 27 compared to the previous week [1] Group 1: Fruit Prices - The average wholesale price of six types of fruits experienced a slight decline, with watermelon, grapes, and bananas decreasing by 2.8%, 2.5%, and 1.5% respectively [1] Group 2: Seafood Prices - Wholesale prices for seafood showed a minor decrease, with prices for silver carp, large yellow croaker, and grass carp falling by 0.8%, 0.5%, and 0.3% respectively [1] Group 3: Vegetable Prices - The average wholesale price of 30 types of vegetables remained stable at 4.08 yuan per kilogram, with lotus root, pumpkin, and cucumber decreasing by 6.3%, 4.7%, and 2.3% respectively, while leeks, spinach, and cauliflower increased by 8.5%, 6.5%, and 3.5% respectively [1] Group 4: Grain and Oil Prices - Overall, wholesale prices for grains and oils remained stable, with soybean oil and rapeseed oil decreasing by 0.4% and 0.1% respectively, while peanut oil remained unchanged; rice and flour prices increased by 0.2% [1] Group 5: Meat Prices - Wholesale prices for meat showed slight fluctuations, with pork priced at 20.53 yuan per kilogram, decreasing by 0.5%, while lamb prices remained stable and beef prices increased by 0.1% [1] Group 6: Poultry Prices - Wholesale prices for poultry products saw a slight increase, with eggs and broilers rising by 5.0% and 0.3% respectively [1]

Core Viewpoint - The State Grid Xiangfen County Power Supply Company is actively ensuring electrical safety for local enterprises, particularly focusing on the Jiahe Flour Mill, which is the largest flour processing company in Linfen City, by conducting thorough safety inspections and providing technical support [1][3][4]. Group 1: Company Operations - Jiahe Flour Mill covers an area of 55 acres and has an annual flour production capacity of 200,000 tons, supported by two fully automated production lines [3]. - The mill has two distribution rooms with a dedicated transformer capacity of 2,250 kVA, and the ongoing high temperatures have increased the electrical load and safety risks [3]. Group 2: Safety Measures - The State Grid Xiangfen County Power Supply Company organized teams to conduct on-site inspections, focusing on electrical equipment, line connections, and ventilation conditions to identify potential hazards [3][4]. - The company emphasized the importance of electrical safety in dust-prone environments, providing training on overload protection for motors and maintenance of ventilation equipment [3][4]. Group 3: Customer Engagement - The company engaged with the mill's management to discuss safety management and user safety hazard mitigation, while also addressing inquiries about electricity pricing policies [3][5]. - The company has implemented a service model that includes regular communication and support for major users, enhancing standardized management and safety measures [4][5]. Group 4: Future Plans - The State Grid Xiangfen County Power Supply Company plans to continue strengthening electrical safety measures, establishing user electricity archives, and implementing regular follow-ups and emergency response mechanisms [5]. - The mission is to ensure safety, optimize services, and promote development, thereby supporting local economic stability and enterprise production [5].

Core Viewpoint - The performance of Jinlongyu (300999.SZ), referred to as "the Moutai of oil," fell short of market expectations, leading to a significant drop in its stock price [1][2]. Financial Performance - In 2020, Jinlongyu achieved operating revenue of 194.92 billion yuan, a year-on-year increase of 14.2%, and a net profit attributable to shareholders of 6.001 billion yuan, up 11% [1][2]. - The company's Q4 revenue was 54.93 billion yuan, a 20.9% increase year-on-year, but net profit dropped to 911 million yuan, a decrease of approximately 52.53% [1][3]. - The average margin used for hedging transactions over recent years was around 1 billion yuan [1][5]. Market Reaction - Following the earnings report, Jinlongyu's stock opened down over 13% on February 23, closing at 99.48 yuan per share, a decline of 9.5%, with a total market value of 539.3 billion yuan, resulting in a single-day loss of 56.6 billion yuan [1][4]. Hedging Impact - The decline in performance was primarily attributed to losses from hedging positions that had not been settled by year-end, affecting the reported earnings [5][6]. - Jinlongyu has historically used financial derivatives for hedging against price fluctuations in raw materials, which include soybeans, wheat, and rice [5][6]. Business Segments - Despite the challenges, Jinlongyu's core kitchen food business maintained strong growth, leveraging brand operations and expanding sales networks [7]. - The company has focused on promoting high-end products and adapting to consumer trends, resulting in increased sales of quality and nutritious products [7]. Asset Position - As of the end of 2020, Jinlongyu's total assets amounted to 179.18 billion yuan, reflecting a 5% increase from the beginning of the year, while equity attributable to shareholders rose by 28.9% to 82.53 billion yuan [7].

Price Trends in Food Products - The retail price of rice is 6.53 yuan/kg, showing no change month-on-month and a decrease of 0.6% year-on-year [1] - The retail price of flour is 6.16 yuan/kg, with no change month-on-month and a decrease of 2.8% year-on-year [1] - The price of soybean oil is 12.81 yuan/kg, reflecting a slight decrease of 0.1% month-on-month and a decrease of 2.6% year-on-year [1] - The price of peanut oil is 28.48 yuan/kg, with a slight increase of 0.1% month-on-month and a decrease of 1.9% year-on-year [1] - The price of pork (hind leg meat) is 27.73 yuan/kg, showing a decrease of 0.2% month-on-month and a significant decrease of 9.3% year-on-year [1] Price Trends in Poultry and Eggs - The price of white strip chicken is 24.54 yuan/kg, remaining unchanged month-on-month and decreasing by 2.6% year-on-year [1] - The price of fresh eggs is 9.63 yuan/kg, with an increase of 0.5% month-on-month but a significant decrease of 16.3% year-on-year [1] Price Trends in Aquatic Products - The price of carp is 22.09 yuan/kg, showing a decrease of 0.5% month-on-month and a slight increase of 0.1% year-on-year [1] - The price of grass carp is 23.78 yuan/kg, reflecting a decrease of 0.5% month-on-month and an increase of 9.2% year-on-year [1] - The price of large yellow croaker is 53.19 yuan/kg, with a slight increase of 0.1% month-on-month and an increase of 8.5% year-on-year [1] Price Trends in Vegetables - The average price of vegetables is 6.79 yuan/kg, showing a decrease of 0.4% month-on-month and a decrease of 6.7% year-on-year [1] - The top five vegetables with the highest month-on-month price increases include leeks (8.13 yuan/kg, +2.4%) and lettuce (7.35 yuan/kg, +2.2%) [1] - The top five vegetables with the largest month-on-month price decreases include tomatoes (6.46 yuan/kg, -3.7%) and bitter melon (8.32 yuan/kg, -2.3%) [1]