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苹果市场周报-20251226
Rui Da Qi Huo· 2025-12-26 08:58
Report Summary 1. Report Industry Investment Rating - Not provided in the content. 2. Core View - This week, the price of the Apple Futures 2605 contract increased with a weekly gain of about 0.52%. Apple产区 has seen a slight increase in the number of buyers, but the transaction of fruit farmers' goods is limited. The in - warehouse packaging and shipping have increased. As of December 24, 2025, the cold - storage inventory of apples in the main production areas in China was 7.4404 billion tons, a decrease of 89,400 tons from last week, with a slower de - stocking speed than the same period last year. The sales area has seen an increase in arrivals. Driven by festivals such as the Winter Solstice and Christmas, the sales have improved slightly compared to the previous period, but there is still pressure on digestion. The short - term price will mainly fluctuate. Future trading should focus on fruit prices and consumption. [4][6] 3. Summary by Relevant Catalogs 3.1. Week - to - Week Summary - The price of the Apple Futures 2605 contract increased this week, with a weekly gain of about 0.52%. The number of buyers in apple production areas increased slightly, but the transaction of fruit farmers' goods was limited. The cold - storage inventory decreased, but the de - stocking speed was slower than last year. The sales in the sales area improved slightly. The short - term price will mainly fluctuate. Future trading should focus on fruit prices and consumption. [4][6] 3.2. Futures and Spot Markets - **Futures Market**: The price of the Apple Futures 2605 contract increased this week, with a weekly gain of about 0.52%. As of the end of this week, the net position of the top 20 in apple futures was 4,848 lots, and the number of apple futures warehouse receipts was 0. [6][13] - **Spot Market**: As of December 26, 2025, the mainstream price of fruit farmers' goods of Shandong Yantai Qixia paper - bagged Red Fuji apples above 80 and of the first - and second - grade was 4.0 yuan per catty; the price of Shandong Yiyuan paper - bagged Fuji apples above 75 was 2.60 yuan per catty. [16] 3.3. Industry Situation and Options - **Supply Side**: As of December 24, 2025, the cold - storage inventory of apples in the main production areas in China was 7.4404 billion tons, a decrease of 89,400 tons from last week, with a slower de - stocking speed than the same period last year. The storage capacity ratio in Shandong was 52.98%, a decrease of 0.43% from last week, and that in Shaanxi was 56.84%, a decrease of 0.58% from last week. [24] - **Demand Side**: - As of December 25, the average daily number of early - morning arrivals at major apple wholesale markets in Guangdong increased. The profit of 80 first - and second - grade apple storage merchants was suspended (represented by 0). - As of December 19, 2025, the average wholesale price of all apple varieties was 9.30 yuan per kilogram, a week - on - week decrease of 0.07 yuan per kilogram; the wholesale price of Fuji apples was 9.30 yuan per kilogram, a week - on - week increase of 0.17 yuan per kilogram. - As of December 19, 2025, the weekly average wholesale price of 5 kinds of fruits was 7.61 yuan per kilogram, a week - on - week increase of 0.17 yuan per kilogram. - In October 2025, China's apple export volume was 80,000 tons, a month - on - month increase of 14.29%, and the export value was 779.12 million US dollars, a month - on - month increase of 12.62%. [26][31][35][39] - **Options Market**: Information about the implied volatility of at - the - money apple options this week is provided, but specific data is not described in text. [40] 3.4. Futures - Stock Correlation - A graph of the price - earnings ratio of Honghui Fruit & Vegetable is presented, but specific analysis is not provided. [42]
宏辉果蔬(603336.SH):出售全资子公司100%股权
Ge Long Hui A P P· 2025-12-26 08:11
Core Viewpoint - The company has completed the sale of its wholly-owned subsidiaries, Fujian Honghui and Yantai Honghui, as part of a strategic arrangement to optimize its subsidiary layout, which will not impact the overall business operations [1] Group 1: Transaction Details - The company has received the property transaction certificate from the Southern United Property Rights Exchange Center [1] - The business registration changes for Fujian Honghui and Yantai Honghui have been completed regarding the equity transfer [1] - The company no longer holds equity in Fujian Honghui and Yantai Honghui, and these subsidiaries will not be included in the consolidated financial statements [1] Group 2: Strategic Implications - The sale is aimed at effectively activating idle assets and optimizing resource and business allocation [1] - The transaction is expected to reduce unnecessary cost expenditures and enhance operational efficiency [1] - The company's customer resources, contractual relationships, and core operational capabilities remain stable and unaffected by this transaction [1]
宏辉果蔬(603336) - 关于出售全资子公司100%股权暨关联交易的进展公告
2025-12-26 08:00
证券代码:603336 证券简称:宏辉果蔬 公告编号:2025-096 宏辉果蔬股份有限公司 关于出售全资子公司 100%股权暨关联交易的进展 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 截至本公告披露日,公司已收到南方联合产权交易中心出具的产权交易凭证; 福建宏辉、烟台宏辉已就本次股权转让事项完成了工商变更登记手续,公司出售 的福建宏辉、烟台宏辉100%股权已完成交割,公司不再持有福建宏辉、烟台宏辉 股权,并不再将其纳入公司合并报表范围。 公司将按照《股权转让协议》约定办理剩余股权转让款项的收付工作和股权 转让事宜的相关后续手续。 1 16日,公告期满共征集到1个意向受让方黄俊辉先生。黄俊辉先生已通过南方联 合产权交易中心资格审核并已按时足额缴纳保证金,经公司确定,黄俊辉先生为 最终的受让方,且最终确定的股权转让价款总计为5,895.16万元。2025年12月17 日,公司与黄俊辉先生签署了《股权转让协议》。具体内容详见公司于2025年12 月18日在上海证券交易所网站(www.sse.com.cn)披露的《 ...
种植业板块12月22日涨2.55%,神农种业领涨,主力资金净流入2.77亿元
Core Viewpoint - The agriculture sector experienced a significant increase of 2.55% on December 22, with Shennong Seed Industry leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3917.36, up by 0.69% [1] - The Shenzhen Component Index closed at 13332.73, up by 1.47% [1] Group 2: Individual Stock Performance - Shennong Seed Industry (300189) closed at 7.13, with a rise of 20.03%, and a trading volume of 4.0344 million shares, totaling a transaction value of 2.72 billion [1] - Hainan Rubber (601118) closed at 6.08, increasing by 9.95%, with a trading volume of 1.294 million shares, totaling a transaction value of 0.775 billion [1] - Kangnong Seed Industry (920403) closed at 23.99, up by 2.70%, with a trading volume of 53,400 shares, totaling a transaction value of 0.128 billion [1] - Nongfa Seed Industry (600313) closed at 6.74, increasing by 2.28%, with a trading volume of 387,600 shares, totaling a transaction value of 0.26 billion [1] - Sanshi Kangkang (002041) closed at 9.56, up by 1.70%, with a trading volume of 132,500 shares, totaling a transaction value of 0.126 billion [1] - Wanxiang Denong (600371) closed at 9.14, increasing by 1.22%, with a trading volume of 71,100 shares, totaling a transaction value of 0.0647 billion [1] - Yasheng Group (600108) closed at 3.34, up by 1.21%, with a trading volume of 1.5214 million shares, totaling a transaction value of 0.504 billion [1] - Dunhuang Seed Industry (600354) closed at 6.78, increasing by 0.89%, with a trading volume of 271,400 shares, totaling a transaction value of 0.183 billion [1] - Longping High-Tech (000998) closed at 9.47, up by 0.74%, with a trading volume of 131,900 shares, totaling a transaction value of 0.125 billion [1] - Honghui Fruits and Vegetables (603336) closed at 8.61, increasing by 0.47%, with a trading volume of 67,700 shares, totaling a transaction value of 0.05818 billion [1] Group 3: Capital Flow - The agriculture sector saw a net inflow of 277 million in main funds, while retail funds experienced a net outflow of 293 million [1] - Retail investors contributed a net inflow of 15.6928 million [1]
宏辉果蔬股份有限公司关于出售全资子公司100%股权暨关联交易的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603336 证券简称:宏辉果蔬 公告编号:2025-095 宏辉果蔬股份有限公司 关于出售全资子公司100%股权暨关联交易的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 一、交易概述 根据公司优化子公司布局的战略安排,为有效盘活闲置资产,实现资源和业务的优化配置,减少不必要 的成本开支,提高资金使用效率,提升经营效率,公司分别于2025年11月14日、2025年12月1日召开公 司第六届董事会第四次会议和2025年第二次临时股东会,审议通过了《关于出售全资子公司100%股权 或构成关联交易的议案》,同意公司在南方联合产权交易中心将全资子公司福建宏辉果蔬有限公司(以 下简称"福建宏辉")100%的股权及烟台宏辉食品有限公司(以下简称"烟台宏辉")100%的股权以公开 挂牌转让的方式合并出售(以下简称"本次交易"),并授权公司管理层具体办理与本次公开挂牌转让事 宜相关的全部事项。本次公开挂牌以公司聘请的上海东洲资产评估有限公司对福建宏辉、烟台宏辉截至 ...
宏辉果蔬(603336.SH):公司水果进口业务不涉及泰柬转口贸易
Ge Long Hui· 2025-12-17 15:51
格隆汇12月17日丨宏辉果蔬(603336.SH)在投资者互动平台表示,公司水果进口业务不涉及泰柬转口贸 易,相关业务经营正常,供应链通道保持畅通,公司始终坚持多元化布局以保障业务稳定。 ...
宏辉果蔬:5895.16万元转让全资子公司福建宏辉、烟台宏辉100%股权
Bei Jing Shang Bao· 2025-12-17 13:31
Core Viewpoint - Honghui Fruits and Vegetables announced the completion of a share transfer agreement with its former chairman and general manager, Huang Junhui, for the acquisition of 100% equity in its wholly-owned subsidiaries, Fujian Honghui Fruits and Vegetables Co., Ltd. and Yantai Honghui Food Co., Ltd., for a total consideration of 58.9516 million yuan [1] Group 1 - The share transfer agreement was signed on December 17, 2025 [1] - The total share transfer price amounts to 58.9516 million yuan [1] - Huang Junhui is the final acquirer of the equity stakes in both subsidiaries [1]
宏辉果蔬:公司水果进口业务不涉及泰柬转口贸易
Zheng Quan Ri Bao· 2025-12-17 12:49
Group 1 - The core viewpoint of the article is that Honghui Fruits and Vegetables confirmed that its fruit import business does not involve transshipment trade between Thailand and Cambodia, and that its operations are running normally with a stable supply chain [2] - The company emphasizes its commitment to a diversified layout to ensure business stability [2]
宏辉果蔬(603336.SH):没有将产品出口至欧盟国家
Ge Long Hui· 2025-12-17 10:18
Core Viewpoint - The company, Honghui Fruits and Vegetables (603336.SH), does not export its products to EU countries, focusing instead on markets such as Indonesia, Malaysia, the Philippines, and the United States [1] Group 1 - The company has clarified its export markets, indicating a strategic focus on Southeast Asia and the United States [1] - Current export activities do not include the European Union, which may reflect regulatory or market entry considerations [1] - The primary export countries are identified as Indonesia, Malaysia, the Philippines, and the United States, highlighting the company's regional market strategy [1]
宏辉果蔬:公司没有将产品出口至欧盟国家
Mei Ri Jing Ji Xin Wen· 2025-12-17 09:59
Core Viewpoint - The company, Honghui Fruits and Vegetables (603336.SH), does not export products to EU countries and primarily exports to Indonesia, Malaysia, the Philippines, and the United States [1] Group 1 - The company has been questioned by investors regarding its export activities to EU countries [1] - The company confirmed that it has not exported products to the EU in the past two years [1] - The main export markets for the company are currently Indonesia, Malaysia, the Philippines, and the United States [1]