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早盘异动！多重因素共振粮食安全成市场焦点_我的网站

海贼王

A | K图 BK1086_0 　　8月24日早盘，粮食概念异动拉升，截至早间收盘，板块上涨1.80%，领涨市场概念板块。个股方面，秋乐种业涨近14%，登海种业涨停，康农种业、神农种业大涨7%，金健米业涨超4%，国投丰乐、隆平高科涨超3%，敦煌种业、农发种业、绿亨科技、苏垦农发、新赛股份等涨超2%。

B |

Caption: The Indian Coast Guard and the Indian Navy have launched a joint rescue operation after the Panama-flagged bulk carrier Ocean Winner sank in waters off the coast of Paradip, India's Odisha state. Photo: Screenshot of NDTV's reportTwo Chinese sailors have been rescued after a Panama-flagged bulk carrier carrying 24 crew members sank in the Bay of Bengal, about 230 nautical miles off the coast of Paradip, India's Odisha state, as Indian authorities intensified search-and-rescue operations for the remaining 22 crew members, according to multiple Indian media outlets and Reuters.
The two sailors were rescued from life rafts by MT Aisopos, a commercial vessel operating nearby, after an Indian Navy P-8I maritime surveillance aircraft located the rafts during the search-and-rescue mission, the Times of India reported.
The Chinese embassy in India told the Global Times that the rescue operation is still ongoing.
The two Chinese seafarers said the vessel, called Ocean Winner, had developed a list on Friday and sank within eight minutes, forcing the crew to abandon ship, Reuters reported, citing Shyam Jagannathan, director general of India's Maritime Administration.
Jagannathan said the chances of finding survivors generally fall sharply after the first 12 hours, but rescuers were continuing their search.
"All agencies are coordinating closely and actively doing search and rescue efforts," Sarbananda Sonowal, federal minister for India's Ministry of Ports, Shipping and Waterways, said in a social media post, according to Reuters.
India has experience and capabilities in maritime rescue operations in the Indian Ocean, and the practice is part of the country's international humanitarian responsibilities. Yet its active efforts to rescue the Chinese crew members could still leave a positive impression among Chinese people and allow the public to feel India's goodwill, which may improve China-India relations, Lin Minwang, deputy director of the Center for South Asian Studies at Fudan University, told the Global Times on Monday.
Having relevant officials continue to follow up on the rescue efforts and convey goodwill could further demonstrate India's willingness to improve ties with China, Lin said.
Ocean Winner, with IMO number 9145530, was a 70,000-deadweight-ton bulk carrier built in 1998. It loaded iron ore at Paradip and departed for Singapore on Thursday with 24 crew members aboard, according to Maritime Executive.
The vessel's Automatic Identification System signal disappeared in the middle of the Bay of Bengal at 4:45 pm GMT on Friday. The crew issued a distress alert at around the same time, the report said.
India has long sought the role of a security provider in the Indian Ocean and a major regional power. When maritime emergencies occur in the region, the Indian Navy and Coast Guard are capable of providing relatively timely assistance, Lin added.
The 22 missing crew members include 18 Chinese nationals, three Myanmar nationals and one Bangladeshi, according to the Indian Coast Guard.
Two Coast Guard vessels were dispatched from Sri Vijaya Puram, formerly known as Port Blair and the capital of India's Andaman and Nicobar Islands, to join the search-and-rescue operation, according to a Coast Guard spokesperson cited by Reuters.
Separately, Maritime Executive noted that iron ore fines can become hazardous when wet, as the cargo may liquefy and suddenly shift to one side while a vessel is rolling. This induces a list, accompanied by free surface effect, with serious adverse impact on stability. From 2007 to 2019, 29 seafarers were killed in casualties involving iron ore cargoes, the outlet reported.
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　　APEC粮食安全高级别政企对话会举行　　消息方面，据国家粮食和物资储备局8月21日消息，亚太经合组织（APEC）粮食安全高级别政企对话会20日在辽宁省大连市举行。来自APEC成员经济体政府部门、企业协会、科研机构、国际组织代表近150人参加对话会。

C | 　　对话会以“创新引领合作共赢——共建更具韧性、更有效率、更高质量的亚太粮食体系”为主题，围绕“粮食产业高质量发展与亚太区域粮食安全合作新机遇”举办主题论坛，就“产业链韧性与财政金融协同”“数字化与科技创新驱动粮食产业转型升级”两个主题进行研讨。　　图片来源：国家粮食和物资储备局官网　　国家粮食和物资储备局局长刘焕鑫表示，“十五五”时期，中国将坚持产量产能、生产生态、增产增收一起抓，持续提升粮食综合生产能力，切实抓好粮食稳价保供，着力推进粮食仓储物流现代化，以科技创新引领产业转型升级，健全完善粮食安全治理体系，不断增强国家粮食安全保障能力。　　全球粮食安全面临双重压力测试　　今年以来，随着中东地缘政治危机以及全球高温气候的爆发，粮食安全成为全球关注的焦点，近期华尔街的数份重量级报告对全球粮食安全问题情况进行了系统性的揭示。　　摩根大通本月发布的《粮食安全就是国家安全：一场叠加的风暴》报告，将驱动因素归纳为“五个W”——战争（War）、天气（Weather）、仓储（Warehousing）、水资源（Water）、浪费（Waste），指出霍尔木兹海峡航运受阻与历史级超强厄尔尼诺这两条路径，可能将全球食品通胀率从2026年上半年的2.8%推升至2027年上半年的5%。　　高盛则早在3月份就率先指出，霍尔木兹海峡氮肥供应受阻已推高氮肥价格40%，化肥短缺可能迫使农户减少施肥，进而拖累谷物产量。6月份，高盛进一步预警东南亚下半年可能面临粮食供应冲击。　　超强厄尔尼诺即将来临　　中国社会科学院农村发展研究所研究员胡冰川表示，摩根大通的报告它更多的是具有一个风险提示意义。需要持续地跟踪天气的变化，地缘政治的变化，产区产量的变化以及全球农业供应链的变化，尽量把整个风险和可能的影响控制在一个有限的水平。　　中国农业科学院农业经济与发展研究所研究员钟钰指出，超强厄尔尼诺即将来临。根据预测，2026年的10月到12月，有七成的概率要发生历史性的厄尔尼诺事件，而且强度还比较大，一般厄尔尼诺可能要持续将近一年的时间，可能会影响2027年的粮食生产农业生产，对全球的谷物产量粮食产量带来不确定性。　　A股方面，自今年下半年以来，粮食概念股整体表现强势。据东方财富Choice数据，7月1日至8月24日午盘，34只粮食概念股全部上涨，涨幅中位数为14.77%。其中，秋乐种业、金健米业涨幅最大，均涨超64%，敦煌种业、神农种业涨幅居前，均涨超38%。