农林牧渔行业：看好海内外肉牛及原奶景气共振，推荐低成本生猪养殖标的－2025年9月投资策略

农林牧渔行业：看产能去化与盈利改善－2025年中报业绩综述

农化行业：国际钾肥价格上行，磷肥出口量价齐升，草甘膦持续涨价－2025年8月月度观察

农业行业：宠物行业增速较快，关注自主品牌强劲品牌－宠物板块25年中报总结

美国 8 月非农数据“遇冷”：新增就业人数 2.2 万人，预期 7.5 万，失业率升至 4.3%新高。市 场从降息交易转为“衰退交易”。美国就业市场“冷”在何处、美联储降息幅度会否超预期？

The global RFID tags for livestock management market is a part of the global electronic equipment and instruments market. The global electronic equipment and instruments market was valued at $319.84 billion in 2021 and reached $388.63 billion in 2023. The global electronic equipment and instruments market witnessed an incremental growth of $68.8 billion and registered a CAGR of 10.2% from 2021 to 2023.

事件：2025 年 8 月，USDA 发布 8 月份全球农产品供需报告，较 24/25 年度 7 月报告，主要调整：（1）上调 24/25 年度全球玉米产量、上调消费量，维持中 国玉米产量、消费量预测；（2）下调 24/25 年度全球大豆产量、下调消费量， 维持中国大豆产量、消费量预测；（3）下调 24/25 年度全球小麦产量、下调消 费量预测，下调中国小麦产量、消费量预测；（4）上调 24/25 年度全球稻谷产 量、消费量预期，维持中国稻谷产量、消费量预测。

7 月 CPI 同比持平，农产品贸易累计逆差降 16%。7 月我国 CPI 同比+0.0%， 其中食品项同比-1.6%，食品中猪肉同比-9.5%。7 月 CPI 环比+0.4%，其中食 品项环比-0.2%，食品中猪肉环比+0.9%。7 月我国农产品进口金额 186.78 亿 美元，同比+5.14%，出口金额 83.85 亿美元，同比+1.59%，贸易逆差 102.93 亿美元，同比+8.21%。

Soil treatment refers to the application of physical, chemical, and biological processes or products to change, improve, or correct soil conditions. It involves applying techniques and treatments to improve soil fertility, structure, biological activity, and nutrient content. Maintaining sustainable land management practices and promoting a climate that supports plant development are the goals. In the soil treatment industry, a range of techniques and goods are employed to improve soil quality, fertility, and health. Soil treatment is employed to increase crop yield, address issues with soil degradation, and support sustainable agricultural practices. The main goals of soil treatment are to improve the soil's overall nutritional balance and supply essential minerals like nitrogen, phosphorus, and potassium.

The global dehydrated vegetables market was sized near USD 31184.21 million & 9525.39 kilo tons in 2023 in terms of value and volume. The dehydrated vegetable market refers to the industry focused on producing, distributing, and selling vegetables that have been processed to remove water content while retaining their nutritional value, flavor, and shelf life. The dehydrated vegetables market is witnessing growth driven by demand for convenience foods, longer shelf life, and nutritional retention. Increasing the adoption of clean-label and organic products, advancements in dehydration technology, and the rising popularity of ready-to-eat meals are key trends. Expanding applications in snacks, soups, and sauces further fuel the market, especially in health-conscious and urban consumer segments. Leading players in the market include Mevive International., BC Foods, Invertec Foods, and others. Companies in the dehydrated vegetables market employ strategies such as product innovation, expansion of organic and clean-label offerings, enhancing supply chains, strategic partnerships, and adopting advanced dehydration technologies to ensure quality, meet consumer demand, and capture diverse market segments. Companies face challenges such as maintaining nutritional value during dehydration, fluctuating raw material prices, and meeting clean-label demands. Overcoming these involves investing in advanced technologies, ensuring sustainable sourcing, and adopting transparent labeling practices. Diversifying supply chains and focusing on research and development will further enhance product quality and consumer trust.