据哥伦比亚《观察家报》10月7日报道，哥首次实现鸡肉对日本出口，首批12吨产品顺利通关，标 志着该国农产品在进入亚洲高标准市场过程中迈出关键一步。目前，已有七家哥本土企业获准对日出 口，相关机构正积极推动开拓中国、伊拉克与阿联酋等新兴市场，为哥农业出口与食品工业发展注入新 动力。 （原标题：哥伦比亚首次向日本出口鸡肉） ...

2025年都匀市8月份食用农产品抽检情况（21批次） | 标称生 | 被抽样 | 生产 | 序 | 被抽样单位 | 食品 | 抽样 | 分 | 备 | 日期- | 任务来源/项目名称 | 抽样编号 | 产企业 | 标称生产企业地址 | 单位所 | 不合格项目 | 号 | 名称 | 名称 | 日期 | 类 | 注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 在省份 | 批号 | 食 | | | | | | | | | | | | | | | | | | | | 萝卜 | 都匀市市场监督管理 | 都匀市亿佳 | 用 | 局/2025年贵州黔南都 | （白 | 合 | 2025- | 2025- | XBJ25522701003737586 1 / | / | 购物广场有 | 贵州 | 农 | | | | | | | | | | 08-13 | 08-13 | 萝 | 匀食用农 ...

（原标题：欧盟向巴西重新开放鸡肉和火鸡肉市场） 巴西《环球报》9月22日报道，欧盟本周一宣布重新向巴西开放鸡肉和火鸡肉市场。自今年5月巴西 南里奥格兰德州发生禽流感疫情后，欧盟暂停从巴进口鸡肉及火鸡。 ...

Core Viewpoint - The stock of Shennong Development has shown significant growth this year, with a notable increase in both revenue and net profit, indicating strong performance in the poultry industry [1][2]. Group 1: Stock Performance - As of September 30, Shennong Development's stock price increased by 2.03%, reaching 18.08 CNY per share, with a total market capitalization of 22.477 billion CNY [1]. - The stock has risen by 28.39% year-to-date, with a 5.73% increase over the last five trading days and a 19.66% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 8 [1]. Group 2: Financial Performance - For the first half of 2025, Shennong Development reported a revenue of 8.856 billion CNY, reflecting a year-on-year growth of 0.22%, while the net profit attributable to shareholders reached 910 million CNY, a remarkable increase of 791.93% [2]. - Cumulatively, the company has distributed 6.860 billion CNY in dividends since its A-share listing, with 1.113 billion CNY distributed over the past three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 10, the number of shareholders for Shennong Development decreased by 8.03% to 35,700, while the average circulating shares per person increased by 8.73% to 34,843 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 33.7795 million shares, an increase of 13.3849 million shares compared to the previous period [3]. - The Southern CSI 500 ETF and Bosera Growth Navigation Mixed A are also among the top shareholders, with varying changes in their holdings [3].

新华财经北京9月29日电据农业农村部对全国500个县集贸市场和采集点的监测，9月第4周（采集日为9 月25日）鸡蛋、鸡肉、牛肉、肉羊、生鲜乳价格环比上涨，生猪产品、玉米、豆粕、育肥猪配合饲料、 蛋鸡配合饲料价格环比下跌，商品代雏鸡、活牛、肉鸡配合饲料价格环比持平。 生猪产品价格 全国仔猪平均价格29.07元／公斤，比前一周下跌3.2%，同比下跌26.2%。全国29个监测省份仔猪价格全 部下跌。华南地区价格较高，为31.61元／公斤；华北地区价格较低，为27.93元／公斤。全国生猪平均 价格13.52元／公斤，比前一周下跌2.4%，同比下跌28.6%。全国30个监测省份生猪价格全部下跌。华南 地区价格较高，为14.55元／公斤；东北地区价格较低，为12.95元／公斤。全国猪肉平均价格24.29元／ 公斤，比前一周下跌0.9%，同比下跌21.2%。青海、宁夏、海南、北京4个省份猪肉价格上涨，天津、 新疆、湖北、广西、吉林等26个省份猪肉价格下跌。华南地区价格较高，为27.57元／公斤；东北地区 价格较低，为20.92元／公斤。 家禽产品价格 全国鸡蛋平均价格9.34元／公斤，比前一周上涨1.2%，同比下跌19.7 ...

Core Viewpoint - The report from Huazhong Securities indicates that Shengnong Development achieved a net profit attributable to shareholders of 910 million yuan in the first half of 2025, representing a year-on-year increase of 791.9% [1] Group 1: Financial Performance - Shengnong Development completed the consolidation of Sun Valley in May, leading to a significant acceleration in chicken and deep processing sales in July and August [1] - The company has revised its expectations for chicken sales, chicken prices, meat product sales, and meat product prices for the years 2025 to 2027 [1] Group 2: Operational Efficiency - The company has enhanced operational efficiency through industrial empowerment and lean management, which has significantly improved Sun Valley's operational performance [1] - The integration of Sun Valley allows the company to leverage its self-controlled breeding sources and the synergy of its full industry chain layout, accelerating the deep integration and technical and management empowerment of Sun Valley [1] Group 3: Market Position - As the largest white feather broiler full industry chain company in China, Shengnong Development continues to optimize the production indicators of its Shengze 901Plus, highlighting its cost advantages [1] - The company maintains its "buy" rating, reflecting confidence in its future performance growth [1]

Core Viewpoint - The U.S. government's tariff policies, under the banner of "America First," are failing to achieve their intended goals, leading to increased inflation, disrupted supply chains, and a destabilized global economy [2] Summary by Relevant Sections - **Inflation Impact**: Tariffs have contributed to significant price increases for various consumer goods, with coffee prices rising by 26%, beef by 14%, oranges by 17%, bananas by 6%, chicken by 6%, chocolate chip cookies by 5%, chips by 4%, and milk by 4%. In contrast, average wages for workers have only increased by 2% [2] - **Economic Consequences**: The current tariff policies have transformed from a political issue to a direct impact on American households, where consumers face higher costs for basic food items, effectively shrinking their budgets and quality of life [2]

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the ongoing decline in pork prices, with the average price of live pigs at 12.64 CNY/kg, down 3.05% week-on-week, indicating a supply surplus in the market. However, upcoming festivals are expected to boost consumption and potentially stabilize prices [2][13] - The report emphasizes the importance of improving grain yield through advanced agricultural practices and technology, particularly in the context of food security and the promotion of genetically modified crops [1][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is focusing on enhancing grain yields through a comprehensive approach tailored to specific crops and regions. This includes promoting high-performance agricultural machinery and addressing storage issues in different regions [1][12] - Companies like Beidahuang and Suqian Agricultural Development are expected to benefit from these initiatives, along with seed companies such as Dabeinong and Longping High-Tech [1][12] Swine Farming - The current average price of live pigs is 12.64 CNY/kg, reflecting a significant decrease due to oversupply. A meeting was held to discuss reducing the breeding sow population by approximately 1 million to stabilize prices [2][13] - The report suggests that the swine industry will focus on quality improvement and efficiency, with a gradual elimination of outdated production capacity. Companies like Muyuan Foods and Wen's Foodstuffs are highlighted as key players to watch [2][5][13] Key Agricultural Product Data Tracking - Corn: The average price is 2360.47 CNY/ton, down 0.10% week-on-week [26] - Wheat: The average price is 2434.39 CNY/ton, up 0.23% week-on-week [29] - Soybeans: The average price is 4050.42 CNY/ton, up 0.17% week-on-week [38] - Cotton: The average price is 15090.00 CNY/ton, down 0.89% week-on-week [46] Feed and Vitamin Prices - The average price of pig feed is 2.68 CNY/kg, with no change week-on-week. Vitamin E prices have decreased by 7.84% to 51.70 CNY/kg [52][63]

日本东京都23区9月核心CPI同比上涨2.5% 中新网东京9月26日电 (记者 朱晨曦)日本总务省26日公布的统计数据显示，9月份日本东京都23区去除 生鲜食品后的核心消费价格指数(CPI)为110.0，同比上涨2.5%。 数据显示，食品价格上涨是9月份东京都23区核心CPI上涨的主要推动力。当月，普通粳米价格同比上 涨46.9%。日本民众日常食谱中常见的饭团价格同比上涨17.7%。此外，寿司价格同比上涨10.0%；巧克 力价格同比上涨53.8%；咖啡豆价格同比上涨47.8%；鸡肉价格同比上涨14.1%；鸡蛋价格同比上涨 13.7%。 经济学家预计，今年下半年起日本物价涨势将趋于放缓。在此形势下，日本央行如何择机加息值得关 注。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 东京都23区CPI数据是日本全国CPI的先行指标，9月份的日本全国CPI将于10月24日公布。(完) ...

Core Viewpoint - The stock price of Shengnong Development has shown fluctuations, with a year-to-date increase of 19.16% but a recent decline in the last five trading days by 4.39% [2] Company Overview - Shengnong Development, established on December 21, 1999, and listed on October 21, 2009, is primarily engaged in the breeding and processing of meat chickens, with main business revenue composition being 52.77% from chicken, 41.70% from meat products, and 5.53% from other sources [2] - The company is classified under the agriculture, forestry, animal husbandry, and fishery industry, specifically in the poultry farming sector [2] Financial Performance - For the first half of 2025, Shengnong Development achieved an operating income of 8.856 billion yuan, representing a year-on-year growth of 0.22%, while the net profit attributable to shareholders reached 910 million yuan, marking a significant increase of 791.93% [2] - The company has distributed a total of 6.860 billion yuan in dividends since its A-share listing, with 1.113 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Shengnong Development was 35,700, a decrease of 8.03% from the previous period, with an average of 34,843 circulating shares per shareholder, an increase of 8.73% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 13.3849 million shares, and Southern CSI 500 ETF, which increased its holdings by 1.278 million shares [3]