Q&A 2025 年 11 月以来，玉米价格出现小幅反弹。请问您如何看待这一波价格波 动？对 2026 年玉米行业的价格有何展望？ 最近三个月，玉米价格波动较为明显。在市场看多时，玉米价格曾一度探底， 但随后又出现上涨。上周五受有色金属和贵金属市场影响，玉米价格再次下跌。 这种波动主要受到宏观因素的影响，如地缘政治和贸易战等消息面因素，而非 供需关系。 从需求端来看，2025 年国内饲料产销量高于预期，这推动了玉米 需求增长。此外，小麦保底价格高于预期，也支撑了玉米和小麦价格的上行。 2026 年农产品价格展望 20260201 摘要 2025 年国内饲料产销量超预期，小麦保底价高于预期，支撑玉米价格， 但预计 2026 年玉米供应宽松，价格趋稳。2025 年玉米进口量同比大 幅下降超 80%，主因国内小麦产量达 1.4 亿吨，玉米突破 3 亿吨，降低 对外依赖。 玉米深加工需求稳定，深加工产品供大于求，未来增长有限。国家政策 推动减量替代，小麦替代部分豆粕和玉米，预计未来几年饲料行业中小 麦占比将保持较高水平，压制玉米需求。小麦与其他农产品价差低于 200 元/吨时，替代比例增加。 全球大豆种植面积持续增长 ...

Group 1: Oilseeds and Oils - Domestic oilseeds and oils showed strong performance in January, with oil prices rising more than protein meal prices. Palm oil and rapeseed oil outperformed soybean oil [3][13] - The increase in prices is driven by a general rise in commodity prices, higher crude oil prices, and the destocking of oilseeds and oils [3][13] - Brazil's soybean harvest is progressing, with the largest state, Mato Grosso, advancing quickly. However, overall harvest progress is slower than in previous years, leading to delayed selling by farmers due to low prices and currency appreciation [3][13] - The upcoming weather conditions in South America, particularly in early February, will be crucial for soybean yield realization, which could lead to a decline in global soybean prices if no significant issues arise [3][13] - Domestic feed consumption is expected to remain stable compared to last year, with high soybean meal supply maintaining a balance in supply and demand [3][13] Group 2: Eggs - After the New Year, egg prices rebounded due to increased demand, but supply remains ample, leading to a cautious market outlook for future egg production [15][16] - As of January 30, the main egg futures contract saw a weekly decline of 1.44% but a monthly increase of 1.73% [15][16] - The increase in egg prices has improved farming profits, with a reported profit of 0.66 yuan per jin as of January 29, up 0.89 yuan from the previous month [16] Group 3: Corn - The USDA report in January was bearish for U.S. corn, leading to a significant price drop, with production estimates raised to a record 17.021 billion bushels [17][18] - Domestic corn prices showed fluctuations, with a weekly average of 2332 yuan per ton as of January 29, while sales in production areas increased ahead of the Lunar New Year [18] - The market is currently experiencing a balance in supply and demand, with traders building inventories and executing previous orders [18] Group 4: Pork - In January, live hog prices initially rose but then fell, with the national average price at 12.14 yuan per kilogram, down 0.66 yuan from the previous month [19][20] - The number of breeding sows decreased by 2.9% year-on-year, indicating a potential impact on future supply [20][21] - As of January 30, the operating rate of slaughterhouses was 41.59%, reflecting a slight increase from the previous week but a decrease from the previous month [22]

Core Viewpoint - The recent launch of the national agricultural product quality safety commitment certificate program in Fujian aims to enhance quality supervision and ensure the safety of agricultural products through a new regulatory framework [1][2]. Group 1: Regulatory Framework - The commitment certificate serves as a "quality ID" for agricultural products and a "credit guarantee" for producers, established under the revised Agricultural Product Quality Safety Law effective from February 1 [1]. - The new management measures require agricultural producers and cooperatives to issue certificates based on production batches and maintain records for at least six months [1]. - Entities involved in agricultural product procurement must collect and retain these certificates, with new certificates required for mixed or repackaged products [1]. Group 2: Implementation and Impact - Fujian has been using the commitment certificate as a key tool for strengthening quality supervision since 2020, being the first province to implement a dual mechanism of the certificate system alongside a traceability system [2]. - As of now, 32,600 agricultural production and operation entities are under provincial regulatory supervision, having issued 41.243 million commitment certificates and traceability documents, significantly enhancing product quality assurance and traceability [2]. - The "Eight Min Agricultural Safety" public science promotion initiative was also launched, comprising experts and local talents to promote regulations and quick testing techniques at the grassroots level [2].

□冷润雨 四川日报全媒体记者 杨艺茂 李海宁 马边县有个光辉村，枇杷品质优良，以前受限于山路崎岖，外运困难，村民只能用摩托车一筐筐 往外运，损耗严重，卖不了好价钱。如何让枇杷从"颠簸烂在路上"到"整齐发往超市"？转变始于 一个多功能村驿站。2025年，谢志强和团队协助村里，将闲置房屋改造成集快递收发、电商直 播、产品打包于一体的服务点，并培训当地年轻人运营。 效果立竿见影。枇杷运输损耗率从约30%骤降至10%以内，直达超市后销售价格提升了约20%，参 与运营的当地年轻人每月可增收上千元。"以前愁卖不掉、烂在路上，现在成了抢手货！"光辉村 老乡们的话语，让谢志强深感欣慰——因地制宜的资源整合，确实能带来实实在在的获得感。 针对农村物流体系建设痛点，谢志强持续提出系统性建议。今年，他还有更多巧思，核心思路 是"共享+绿色"。 "想办法嘛！"这是他的口头禅。走近分拣设备，谢志强询问春节前货运情况，这是他在2026年省 两会前夕的一次例行调研。自担任政协委员以来，谢志强提交的提案超过20件。作为拥有30余年 从业经历的老物流人，他的建言常常围绕现代物流提质升级展开，并多次聚焦农村物流体系建 设。 基层调研中，农村物流 ...

Core Viewpoint - The implementation of the "Management Measures for the Quality Safety Commitment Certificate of Agricultural Products" aims to enhance the quality and safety of agricultural products through better regulation and compliance [1] Group 1: Implementation and Activities - The new management measures officially took effect on February 1, with a promotional event held in the Baodi District to educate stakeholders about the regulations [1] - Agricultural departments at both city and district levels are actively disseminating information through various means, including distributing informational materials and playing announcements [1] Group 2: Training and Compliance - Continuous training and promotional activities will be organized to guide large-scale producers in issuing quality commitment certificates using information technology [1] - There will be an increase in enforcement checks to ensure the proper issuance and use of these certificates, promoting effective coordination with market regulatory departments [1] Group 3: Focus on Quality and Safety - The initiative emphasizes the importance of adhering to safety regulations regarding prohibited and restricted substances, particularly during the peak agricultural season around the Spring Festival [1] - The goal is to improve the application rate of commitment certificates and ensure compliance with the traceability system for edible agricultural products [1]

Core Viewpoint - From February 1, 2026, China will implement a new "identity card" for agricultural products, known as the Agricultural Product Quality Safety Commitment Certificate, which will provide comprehensive information about the product's journey from farm to table, including producer commitments and regulatory information [1] Group 1: Certificate Overview - The Agricultural Product Quality Safety Commitment Certificate is a proof issued by agricultural producers, cooperatives, and purchasing units based on quality control and testing results [1] - Producers must commit that their products do not contain banned pesticides, veterinary drugs, or other chemicals, and that residues of conventional pesticides and veterinary drugs do not exceed standards [1] - The new regulations require producers and cooperatives to issue certificates for each production batch and retain records for at least six months [1][3] Group 2: Certificate Details - The certificate includes basic information such as product name, quantity, origin, issuance date, commitment entity, and contact information, which need not be repeated on packaging if already labeled [2] - The issuance method is flexible, encouraging the use of digital formats like QR codes, which allow consumers to scan and access full product information [2] Group 3: Responsibilities and Penalties - Agricultural producers and cooperatives bear the primary responsibility for ensuring product quality and maintaining production records [3] - Purchasing units must collect certificates and report any discrepancies to agricultural authorities [3] - Failure to issue, collect, or retain certificates may result in penalties ranging from 100 to 1,000 yuan, and violations will be recorded in credit histories [4] Group 4: Legal Implications - The certificate represents a legal commitment, meaning producers cannot claim ignorance if products fail to meet standards, as they have publicly accepted legal responsibility [4] - The new system shifts the perception of product safety from being "assumed" to a proactive declaration of compliance, aligning with the principle of accountability in the Agricultural Product Quality Safety Law [4] Group 5: Market Impact - The certificate acts as a catalyst for quality improvement, rewarding compliant producers with market trust and better prices while increasing the risks for non-compliant producers [5]

近年来，清新区推进清远鸡、桂花鱼、丝苗米、南药等产业发展并取得良好成效。2025年，清远鸡、桂 花鱼、丝苗米、南药四大产业全产业链总产值达89.07亿元。广州消费市场广阔，市民对优质、健康、 地道的农产品需求日益旺盛，为清新区农产品发展提供重要机遇。2023年以来，广州市海珠区驻清新区 工作队多举措助力清新农产品拓展湾区市场，带动农产品销售额增长9800余万元。 当天，展会现场特别设置"健康品鉴区"，结合专业膳食建议，对清新特色食材进行现场讲解与试吃，让 市民在选购地道好物的同时，也能了解营养健康的搭配方式。活动还通过社群互动等形式，持续传递科 学饮食知识，引导健康消费理念。 主办方表示，未来将继续搭建各类产销平台，推动农业品牌化、市场化发展，让更多优质农产品走进千 家万户。(完) 清远特色 农产品亮相广州"千年商道"。李航宇 摄 中新网广州2月1日电 (记者 蔡敏婕)清远鸡、清新桂花鱼、丝苗米、骆坑笋、蒲坑茶等广东清远特色名 产，连日来亮相"千年商道"广州北京路步行街，从深山田间走进粤港澳大湾区消费市场。 为丰富广州市民年货选择，畅通清远市清新区优质农产品进入大湾区市场的渠道，广东省清远市清新区 农产品及非 ...

印度预算案：计划扶持高价值农产品发展。 ...

东之原野林果生 云报全媒体记者 吕瑾 "公司去年入驻永攀物流港现代食品产业园，依托当地及周边地区丰富的优质林果资源，建立了半径500 公里的原料采购网络，建成生态种植可溯源、清洁加工可视化的现代化果干加工工厂，具有目前全国规 模最大、设备最先进的无添加果干生产线，将优质水果深加工为健康食品。"云南东之原野农业发展有 限公司副总经理梁福明介绍，在占地50亩的云南东之原野现代食品产业园内，此次布局投产的4条无添 加果干加工生产线年均可加工水果2万吨，产值约8000万元，公司还推行订单种植、保价收购的方式， 带动当地农户发展高效林果种植。 永仁县农业农村局局长李国富介绍，永仁县不断推动林果产业发展，林果种植保有面积达53.6万亩，产 量超16.9万吨，同时利用地处滇川交界的地理优势建设永攀物流港，加快推动高原特色林果物流与产业 深度融合。东之原野无添加果干加工生产线的投产进一步壮大了永攀物流港农产品加工产业集群，也推 动了永仁林果产业从种植、初加工向标准化、品牌化和价值链高端延伸。 位于永仁动车站旁的永攀物流港是成昆铁路进入云南的第一站，也是连接中老铁路、中欧班列的重要物 流节点。物流港成功引入了森美达、栗栗香等多 ...

Core Viewpoint - The new "identity card" for agricultural products, known as the Agricultural Product Quality Safety Commitment Certificate, will be fully implemented starting February 1, 2026, ensuring that all major agricultural products have a quality safety proof [6]. Group 1: Regulatory Framework - The new regulations encompass a wide range of agricultural products, including vegetables, fruits, tea leaves, livestock, poultry, eggs, and aquaculture products [3]. - Producers are required to commit that their products do not contain banned pesticides, veterinary drugs, or other compounds, and that residues of conventional pesticides and veterinary drugs do not exceed standards [4][7]. - Agricultural production enterprises and cooperatives must issue quality certificates for each production batch and retain records for at least six months, while farmers are encouraged to do the same [4][7]. Group 2: Compliance and Enforcement - Buyers must collect the quality certificate before purchasing products; failure to do so will result in the inability to acquire the products [4][7]. - Online sales of agricultural products must also include the quality certificate, with encouragement to display it prominently on sales pages [5][9]. - Non-compliance with the certificate issuance and retention will lead to penalties ranging from 100 to 1,000 yuan, and such violations will be recorded in credit histories, affecting future business operations [9]. Group 3: Information Transparency - The quality certificate will include essential information such as product name, quantity, origin, issuance date, and contact details, which can be displayed on packaging [7]. - The use of QR codes is encouraged for easy access to comprehensive product information, enhancing transparency from farm to table [6][7]. Group 4: Accountability and Market Impact - The new system shifts the responsibility of product safety from a default assumption to an active commitment by producers, aligning with the principle of "whoever produces is responsible; whoever sells is accountable" [11]. - The quality certificate serves as a legal guarantee of responsibility, increasing the costs and risks for non-compliant producers, thereby promoting higher standards and potentially leading to market elimination of poor-quality producers [11].