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% ...

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 ...

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]

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 "Agricultural Products Wholesale Price 200 Index" increased to 112.86, up by 0.13 points from the previous day [1] - The "Vegetable Basket" product wholesale price index rose to 112.88, up by 0.17 points from the previous day [1] Price Changes - The average wholesale price of pork is 20.67 yuan/kg, an increase of 0.8% from the previous day [1] - The average price of beef is 64.13 yuan/kg, up by 0.1% from the previous day [1] - The average price of lamb is 59.72 yuan/kg, down by 0.5% from the previous day [1] - The price of eggs remains stable at 7.68 yuan/kg [1] - The price of broiler chicken is 16.89 yuan/kg, down by 2.5% from the previous day [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 4.4 yuan/kg, down by 0.5% from the previous day [1] - The average price of 6 monitored fruits is 7.09 yuan/kg, down by 1.0% from the previous day [1] Fish Prices - The price of crucian carp is 22.07 yuan/kg, down by 1.0% from the previous day [1] - The price of carp is 15.53 yuan/kg, down by 1.5% from the previous day [1] - The price of white catfish is 10.25 yuan/kg, up by 2.4% from the previous day [1] - The price of large hairtail is 39.64 yuan/kg, down by 2.3% from the previous day [1]

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]

Core Insights - The average price of pork in China's wholesale agricultural market increased to 20.80 yuan per kilogram as of July 21, marking a 0.7% rise compared to the previous Friday [1] - The "Agricultural Product Wholesale Price 200 Index" rose to 112.91, an increase of 0.17 points from the previous Friday [1] - The "Vegetable Basket" product wholesale price index increased to 112.98, up by 0.19 points from the previous Friday [1] Price Changes - Beef prices rose to 63.91 yuan per kilogram, up 0.3% from the previous Friday [1] - Mutton prices decreased to 59.47 yuan per kilogram, down 0.8% from the previous Friday [1] - Egg prices increased significantly to 7.32 yuan per kilogram, up 4.1% from the previous Friday [1] - The price of white strip chicken rose to 17.57 yuan per kilogram, an increase of 2.4% from the previous Friday [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables rose to 4.41 yuan per kilogram, an increase of 1.1% from the previous Friday [1] - The average price of 6 monitored fruits decreased to 7.13 yuan per kilogram, down 1.8% from the previous Friday [1] Fish Prices - The price of crucian carp fell to 22.61 yuan per kilogram, down 1.1% from the previous Friday [1] - Carp prices slightly increased to 15.59 yuan per kilogram, up 0.1% from the previous Friday [1] - The price of white catfish decreased to 10.19 yuan per kilogram, down 0.9% from the previous Friday [1] - Large hairtail fish prices fell to 40.54 yuan per kilogram, down 1.4% from the previous Friday [1]

Core Viewpoint - The article highlights the ongoing issue of unauthorized fish release activities in Beijing, despite the establishment of designated release platforms and regulations aimed at standardizing these activities [1][7]. Group 1: Unauthorized Release Activities - Citizens frequently engage in unauthorized fish release, often changing locations to evade inspections, with reports of individuals releasing fish in various rivers such as the Yongding River and the Chaobai River [2][3]. - Fish vendors in local markets openly sell fish for release without requiring inspection or quarantine certificates, indicating a lack of regulatory enforcement [2][3]. - Many individuals involved in these activities are unaware of the designated release platforms established by the government, suggesting a gap in public awareness and communication [3][4]. Group 2: Designated Release Platforms - In May 2023, Beijing identified four designated fish release platforms: Jinhai Lake, Xishuiyu Reservoir, Koutou Reservoir, and Yuanbo Lake, but access to these sites is often complicated and not user-friendly [7][11]. - The management of these platforms varies, with some locations lacking clear signage and guidance for citizens wishing to release fish, leading to confusion and non-compliance with regulations [10][11]. - At Yuanbo Lake, while there are some regulatory measures in place, enforcement is lax, with inspections failing to adequately verify the source of fish being released [14][15]. Group 3: Regulatory Challenges - The complexity of obtaining necessary permits and certificates for fish release contributes to the prevalence of unauthorized activities, as many individuals find the process cumbersome and opt to bypass it [15]. - Citizens have suggested that authorities improve the convenience of designated release points, enhance signage, and streamline the process for obtaining necessary documentation to encourage compliance [15].

Core Viewpoint - The article emphasizes the high-quality development of the aquatic industry in Leshan, Sichuan Province, through the implementation of a "big food concept" and a focus on green transformation, leading enterprises, smart development, and enhancing the industrial chain efficiency [1] Group 1: Industry Development - In the previous year, Leshan's total aquatic product output reached 146,500 tons, with a total fishery economic output value of 4.089 billion yuan [2] - Key species leading the province include Longfin Mullet at 15,600 tons, Catfish at 31,700 tons, and Carp at 23,000 tons [2] - The city is optimizing the structure of "famous, special, and superior" varieties and innovating aquaculture models to improve breeding efficiency [2] Group 2: Infrastructure and Technology - The city has established 30 facility aquaculture pilot projects, including land-based circular pools and factory-based recirculating water systems, covering a water body of 195,000 cubic meters [3] - Financial investments of 120 million yuan have been made to integrate resources and cultivate new business entities, resulting in the emergence of several high-value production entities [3] Group 3: Environmental Sustainability - Leshan has implemented a comprehensive aquaculture planning document to regulate production and establish designated breeding zones [4] - The city has invested 43.235 million yuan in projects aimed at improving water quality and ecological conditions, including the management of tailwater from 56,000 mu of ponds [4] Group 4: Economic Impact on Local Communities - The city has facilitated the transfer of 28,000 mu of land for large-scale pond aquaculture, benefiting over 12,000 households and generating an annual rental income of 25 million yuan [5] - Employment opportunities have been created for 5,678 individuals in fishing and breeding activities, with average annual earnings of 48,000 yuan and 24,000 yuan respectively [5]

Core Insights - The retail prices of various food items have shown a mixed trend, with some experiencing slight declines while others have increased slightly [1] Grain Prices - Rice is priced at 6.53 yuan/kg, down 0.2% month-on-month and 0.6% year-on-year [1] - Flour is priced at 6.15 yuan/kg, down 0.2% month-on-month and 3.0% year-on-year [1] Edible Oil Prices - Soybean oil is priced at 12.86 yuan/kg, down 0.2% month-on-month and 2.5% year-on-year [1] - Peanut oil is priced at 28.47 yuan/kg, down 0.1% month-on-month and 2.1% year-on-year [1] - Rapeseed oil is priced at 16.81 yuan/kg, down 0.2% month-on-month and 3.2% year-on-year [1] - Blended oil is priced at 15.65 yuan/kg, down 0.2% month-on-month and 2.4% year-on-year [1] Meat Prices - Pork (hind leg) is priced at 27.67 yuan/kg, down 0.2% month-on-month and 7.8% year-on-year [1] - White strip chicken is priced at 24.60 yuan/kg, down 0.4% month-on-month and 2.3% year-on-year [1] Egg Prices - Fresh eggs are priced at 9.70 yuan/kg, down 1.1% month-on-month and 10.7% year-on-year [1] Aquatic Product Prices - Carp is priced at 22.14 yuan/kg, up 0.3% month-on-month and 2.1% year-on-year [1] - Silver carp is priced at 22.28 yuan/kg, down 0.4% month-on-month and up 4.3% year-on-year [1] - Grass carp is priced at 23.69 yuan/kg, up 0.6% month-on-month and 9.6% year-on-year [1] - Crucian carp is priced at 30.51 yuan/kg, up 0.1% month-on-month and 4.6% year-on-year [1] - Large hairtail is priced at 47.98 yuan/kg, down 0.3% month-on-month and 1.9% year-on-year [1] - Large yellow croaker is priced at 53.09 yuan/kg, up 0.3% month-on-month and 10.8% year-on-year [1] Vegetable Prices - The average price of vegetables is 6.80 yuan/kg, down 0.3% month-on-month and 4.0% year-on-year [1] - Lettuce has the highest month-on-month increase at 7.08 yuan/kg, up 2.2% [1] - Pumpkin has the largest month-on-month decrease at 5.10 yuan/kg, down 2.9% [1]