2022 年10 月內地CPI 同比上涨2.1%，环比上涨0.1%；PPI 同比下降1.3%，环比上涨0.2%；工业生产者购进价格 (PPIRM) 同比上涨0.3%，环比上涨0.3%。10 月猪肉价格强势上涨，但中国CPI 同比读数仍回落至2.1% (前值为2.8%)。疫情扰动、短期经济和就业压力等因素制约了核心CPI 的修复速度，核心CPI 的同比读数仍在0.6%的低位徘徊。预计年内CPI 不会对货币政策造成压力。PPI 环比读数在有色金属、煤炭、水泥价格上行的带动下实现0.2%的正增，同比读数则在去年高基数效应的影响下落入负值区间。在国家一系列“信创”政策的支持下，计算机、通信和其他电子设备制造业的价格增长较快。

乖宝宠物成立于2006 年，主要从事宠物食品研发、生产和销售。公司以海外OEM/ODM 业务为起点，逐渐成为沃尔玛、品谱等国际企业认定的供应商，产品销往北美、欧洲、日韩等多个海外地区。2013 年，在国内宠物食品市场快速发展的背景下，公司开始布局国内市场，创建自有品牌“麦富迪”，实现宠物主粮、零食及保健品在内的全品类覆盖；2021 年公司收购美国知名宠物品牌Waggin' Train，成为新西兰知名品牌K9Natural 和Feline Natural 的代理商，持续布局高端宠物食品市场。

截止10 月底，国内生猪价格27.46 元/公斤，10 月月度均价27.2 元/公斤；10 月自繁自养、外购仔猪育肥的平均单头盈利分别达到1098.75 元/头和1086.27 元/头。白羽肉鸡主产区10 月均价9.36 元/公斤，环比9 月上涨3.31%。9 月全国工业饲料产量2833 万吨，环比增长7.5%，同比增长3.1%。年底为畜禽产品消费旺季，畜禽价格有望维持高位运行，良好的养殖盈利有望驱动饲料动保基本面进一步恢复。

永續農業是ESG投資者應對氣候變遷的下一步，為增進環境永續性，食農領域在生產端致力減少溫室氣體排放、提高土壤健康與儲碳能力；在消費端導入AI等技術來達成永續目標。因此，本文探討國內外代表性的ESG企業，從可銷售的碳信用額貨幣化、解決森林濫墾、提供飢餓救濟贈款、動物福利，至符合FAO建議之永續耕作方向等，帶出ESG在食農科技領域投資金額與企業的因應措施，最後分析我國推動之政策，期能為食農帶來低碳、淨零碳排轉型的永續未來。

9 月CPI 同比+2.8%，猪肉价格持续上行 9 月我国CPI 同比+2.8%，其中食品价格同比+8.8%，食品中猪肉同比+36%；9 月CPI 环比+0.3%，其中食品项环比+1.9%。猪肉价格处于上升区间，影响CPI 环比+5.4%。9 月我国农产品进口金额204.74 亿美元，同比+11.6%，出口金额82.03亿美元，同比+10.45%，贸易逆差122.72 亿美元，同比+12.38%。

Manufacture of insecticides, rodenticides, fungicides, herbicides Manufacture of anti-sprouting products, plant growth regulators Manufacture of disinfectants (for agricultural and other use) Manufacture of other agrochemical products n.e.c.

Manufacture of fresh liquid milk, pasteurized, sterilized, homogenized and/or ultra heat treated Manufacture of milk-based drinks Manufacture of cream from fresh liquid milk, pasteurized, sterilized, homogenized Manufacture of dried or concentrated milk whether or not sweetened Manufacture of milk or cream in solid form Manufacture of butter

Grain milling: production of flour, groats, meal or pellets of wheat, rye, oats, maize (corn) or other cereal grains Rice milling: production of husked, milled, polished, glazed, parboiled or converted rice; production of rice flour Vegetable milling: production of flour or meal of dried leguminous vegetables, of roots or tubers, or of edible nuts Manufacture of cereal breakfast foods Manufacture of flour mixes and prepared blended flour and dough for bread, cakes, biscuits or pancakes

Manufacture of food consisting chiefly of fruit or vegetables, except ready-made dishes in frozen or canned form Preserving of fruit, nuts or vegetables: freezing, drying, immersing in oil or in vinegar, canning etc. Manufacture of fruit or vegetable food products Manufacture of fruit or vegetable juices Manufacture of jams, marmalades and table jellies Processing and preserving of potatoes: Manufacture of prepared frozen potatoes

canning etc. Production of fish, crustacean and mollusc products: cooked fish, fish fillets, roes, caviar, caviar substitutes etc. Production of fishmeal for human consumption or animal feed Production of meals and solubles from fish and other aquatic animals unfit for human consumption Activities of vessels engaged only in the processing and preserving of fish Processing of seaweed