Investment Rating - The report does not explicitly provide an investment rating for the agricultural industry in Zhejiang Province [6]. Core Opinions - The total output value of agriculture, forestry, animal husbandry, and fishery in Zhejiang Province has shown continuous positive growth, with the total output value increasing from 265.87 billion in 2012 to 397.80 billion in 2023, representing a growth of 49.63% over 11 years [7][14]. - The output value of animal husbandry has shown a significant decline, dropping from 54.90 billion in 2012 to 39.32 billion in 2023, a decrease of 28.19% [7]. - The output value of fishery has doubled, increasing from 68.70 billion in 2012 to 137.53 billion in 2023, with a growth of 100.17% [7]. Summary by Sections 1. Output Value - The total output value of agriculture, forestry, animal husbandry, and fishery in Zhejiang Province reached 397.80 billion in 2023, with agriculture at 187.19 billion, forestry at 19.83 billion, animal husbandry at 39.32 billion, and fishery at 137.53 billion [14]. - The agricultural output value has been consistently increasing, while animal husbandry has shown fluctuations with an overall declining trend [14]. 2. Main Crop Planting Area - The total planting area for crops in Zhejiang has remained above 30 million mu for four consecutive years, reaching 30.62 million mu in 2023 [19]. - The area for grain crops was approximately 15.37 million mu in 2023, accounting for about 50.2% of the total planting area [21]. - Vegetable planting area exceeded 10 million mu, with a total of approximately 10.07 million mu in 2023 [24]. 3. Main Agricultural Product Output - The total grain output in Zhejiang was 6.39 million tons in 2023, with rice being the most produced crop [28]. - Vegetable output reached 19.93 million tons in 2023, showing an increase of 11.04% from previous years [31]. - The fruit output was 7.33 million tons in 2023, with a year-on-year growth of 4.1% [32]. - The average annual output of aquatic products was around 5.85 million tons, with a significant portion coming from marine sources [35]. 4. Agricultural Production Layout - The total output value of agriculture, forestry, animal husbandry, and fishery exceeded 50 billion in cities like Ningbo, Taizhou, and Hangzhou, with Ningbo leading at 58.98 billion in 2022 [37]. - The top three cities for grain production are Jiaxing, Shaoxing, and Ningbo, which together account for over 38.13% of the total grain planting area [40]. - The largest vegetable planting areas are in Hangzhou, Ningbo, and Jiaxing, which together account for 40.98% of the total vegetable planting area [42].

Investment Rating - The report does not explicitly state an investment rating for the coffee industry in China Core Insights - The coffee market in China is primarily concentrated in Yunnan province, which accounts for approximately 98.59% of the national coffee bean production [8][10] - In October 2024, the national coffee bean production reached about 0.71 million tons, reflecting a year-on-year increase of 2.90% [7][10] - The average market price for Yunnan coffee beans was approximately 39.0 yuan per kilogram, which is a decrease of 2.7% month-on-month but an increase of 57.9% year-on-year [8][10] Production and Market Price Summary - National coffee bean production in October 2024: 0.71 million tons, with Yunnan province contributing 0.70 million tons [5][10] - Average market prices for major production areas in October 2024: - Pu'er: 39.0 yuan/kg - Baoshan: 38.8 yuan/kg - Dehong: 39.0 yuan/kg - Lincang: 39.0 yuan/kg [8][10] - Historical price trends show that the price of coffee beans in Yunnan has increased from 22.0 yuan/kg in January 2023 to 39.0 yuan/kg in October 2024 [10][21] Trade Data Summary - In September 2024, China imported approximately 9,585.9 tons of coffee beans, significantly exceeding the export volume of 3,511.4 tons [22][24] - The import value for coffee beans was about 5,198.9 million USD, while the export value was 1,470.9 million USD [22][24] - For roasted coffee, imports were around 933.1 tons with an import value of 1,338.5 million USD, compared to exports of 202.1 tons valued at 123.9 million USD [25][27] - Coffee beverages and products saw imports of approximately 3,429 tons valued at 3,043.6 million USD, while exports were 1,079.6 tons valued at 644.9 million USD [28][30]

Industry Overview - China is the largest consumer market for durians globally, with most of the supply imported from countries like Thailand, Vietnam, Malaysia, and the Philippines [1] - Durian consumption in China has grown rapidly due to increasing consumer awareness of its nutritional value and the diversification of durian-based products [1] - The domestic supply of durians in China is limited due to difficulties in cultivation, leading to a heavy reliance on imports [1] Import Trends - In September 2024, China's durian imports reached 227,884.57 tons, a 32.20% increase month-over-month and a 58.43% increase year-over-year [4] - The import value for September 2024 was $894.58 million, up 26.54% month-over-month and 39.06% year-over-year [4] - The average import price in September 2024 was $3.93/kg, down 4.15% month-over-month and 12.08% year-over-year [4] - From January to September 2024, China's cumulative durian imports totaled 1.88 million tons, with a cumulative import value of $8.42 billion [4] Import Sources - Vietnam was the largest source of durian imports in September 2024, accounting for 73.13% of total imports, followed by Thailand (25.31%), the Philippines (1.49%), and Malaysia (0.07%) [10] - The average import price from Malaysia was the highest at $17.14/kg, while the Philippines had the lowest at $2.34/kg [10] Import Routes - In September 2024, there were 63 durian import routes, with the top six routes accounting for 63.69% of total import volume and 62.98% of total import value [10] - The most significant import route was from Vietnam to Guangxi, with 38,468.50 tons imported, valued at $150.45 million [10] Domestic Wholesale Prices - In September 2024, the average wholesale price of durians in China ranged from 31.38 RMB/kg to 80.00 RMB/kg [12] - Prices in some markets, such as Jiangsu Wuxi Chaoyang Agricultural Products Market, decreased by 8.22% month-over-month, while others, like Anhui Bozhou Agricultural Products Co Ltd, saw a 16.36% increase [12] Market Dynamics - The durian market in China is highly dependent on international supply, with limited domestic production [3] - The market is characterized by significant price fluctuations due to factors such as transportation costs, import tariffs, and supply-demand imbalances [1]

Investment Rating - The report does not explicitly provide an investment rating for the corn industry Core Insights - The average corn market price in China for the week of October 17, 2024, is 2.40 yuan/kg, reflecting a decrease of 0.8% from the previous monitoring period and a significant drop of 19.5% compared to the same period last year [3][4] - The average corn purchase price nationwide is reported at 2093 yuan/ton for the week of October 9, 2024, which is a decline of 4.25% from the previous monitoring period and a continuous decrease over the last 10 weeks [7] Summary by Sections 1. Market Prices - The national average corn market price has decreased from 2.56 yuan/kg in week 33 to 2.40 yuan/kg in week 42, marking a continuous decline over 10 weeks [4] - In the northeastern provinces, the average price is 2.26 yuan/kg, down 0.9% from the previous period, with a similar downward trend observed over the last 10 weeks [5] - In Guangdong province, the average price is 2.57 yuan/kg, also down 0.8% from the previous period, continuing a downward trend since week 33 [6] 2. Purchase Prices - The national average corn purchase price has dropped from 2362 yuan/ton in week 31 to 2093 yuan/ton in week 41, indicating a consistent decline over the last 10 weeks [7]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Opinions - The summer grain planting area and production in China have consistently accounted for over 20% of the total grain planting area and production since 1949, with the largest share being 28.69% in 1993 and the smallest at 22.37% in 2023. The summer grain production scale has been steadily increasing, maintaining a planting area of over 39 million acres and a production of over 14 million tons for six consecutive years from 2019 to 2024 [8][14][15] - The main production regions for summer grain are concentrated in 25 provinces, with Henan, Shandong, and Anhui consistently ranking as the top three in terms of planting area and production. In 2024, these three provinces accounted for 47.26% of the planting area and 55.16% of the production [8][17] - The crop structure is dominated by wheat, which accounted for 86.77% of the planting area and 92.28% of the production in 2024. The area planted with summer wheat was approximately 34.64 million acres, with a production of about 13.82 million tons [8][23] Summary by Sections 1. Production Scale and Development Trends - The summer grain planting area has stabilized at over 39 million acres since 2019, with a slight increase to 39.91965 million acres in 2024, up by 0.02% from 2023 [14][15] - The summer grain production has reached a historical high of 14.9779 million tons in 2024, marking a 2.5% increase from 2023 [15][16] - The unit area yield has increased to 375.2 kg/acre in 2024, representing a 2.48% increase from the previous year [16][26] 2. Distribution of Production Areas - The top three provinces, Henan, Shandong, and Anhui, accounted for 21.33%, 15.12%, and 10.81% of the national summer grain planting area and 25.28%, 18.14%, and 11.75% of the production, respectively, in 2024 [19][20] - A total of nine provinces exceeded the national average yield of 375.2 kg/acre, with Shanghai having the highest yield at 451.06 kg/acre [22] 3. Crop Structure - Wheat is the primary crop, with over 85% of the summer grain planting area and over 90% of the production attributed to it in 2024 [23][24] - The area planted with summer wheat has shown a consistent increase, with a production increase of 2.74% in 2024 compared to 2023 [24]

Industry Overview - The rose industry in China has maintained a trade surplus for years, with the trade surplus reaching $11.82 million in 2023 [3] - Fresh cut roses dominate both imports and exports, accounting for 98.62% of imports and 97.24% of exports in 2023 [3] - The export value of rose-related products increased by 130.06% from 2015 to 2023, with an annual compound growth rate of 10.98% [9] Trade Patterns - China's fresh cut rose trade is primarily export-oriented, with a net export volume exceeding 60 million stems for two consecutive years (2022-2023) [3] - The import price of fresh cut roses is significantly higher than the export price, with imports concentrated in February and August, while exports peak from October to December [3] - Ecuador is the largest source of imports, while Thailand and Singapore are the main export markets [3] Trade Routes - There are 237 export routes for fresh cut roses, with "Yunnan to Thailand" being the largest in volume and "Yunnan to Singapore" having the highest value [18] - The top 10 export routes for fresh cut roses accounted for 94.6% of total export volume and 91.98% of total export value in 2023 [18] - For seed roses, "Guangdong to Vietnam" is the most significant export route, accounting for 49.92% of total export volume and 91.05% of total export value in 2023 [21] Product Structure - Fresh cut roses consistently account for over 95% of total rose imports, reaching $587.65 million in 2023 [11] - Seed roses have seen a decline in imports, with annual imports dropping below 50,000 plants and import value falling below $100,000 [3] - The export of "other roses, whether or not grafted" peaked in 2020 at $2.43 million, accounting for 14.79% of total rose exports [16] Regional Focus - Yunnan province plays a crucial role in both imports and exports, with over 55% of imports and 75% of exports passing through Yunnan-related ports [25] - Shanghai is another important import hub, particularly for high-value imports from Ecuador [25] - Guangdong province is significant for seed rose exports, particularly to Vietnam [21] Market Trends - The trade surplus for rose-related products reached its peak in 2022 at $12.83 million [8] - From 2015 to 2023, import value increased by 12.83%, while export value surged by 130.06% [9] - In the first half of 2024, the trade surplus reached $12.95 million, with exports accounting for 85.59% of total 2023 export value [10]

Investment Rating - The report does not explicitly provide an investment rating for the corn market [3] Core Insights - The average market price of corn in China is 2.58 CNY/kg as of August 8, 2024, which is stable compared to the previous monitoring period but down 14.3% year-on-year [4] - The average market price in the main production area (Northeast China) is 2.40 CNY/kg, showing no significant change from the previous period [5] - The average market price in the main sales area (Guangdong Province) is 2.72 CNY/kg, reflecting a decrease of 0.4% from the previous monitoring period [6] - The national average purchase price of corn is 2362 CNY/ton as of July 31, 2024, down 0.55% from the previous monitoring period [7] Summary by Sections 1. Market Prices - The national average corn market price is 2.58 CNY/kg, stable from the last monitoring period and down 14.3% year-on-year [4] - In Northeast China, the average price is 2.40 CNY/kg, showing stability [5] - In Guangdong Province, the average price is 2.72 CNY/kg, with a slight decrease of 0.4% [6] 2. Purchase Prices - The national average purchase price is 2362 CNY/ton, reflecting a decrease of 0.55% from the previous monitoring period [7] - The price has fluctuated between 2338 CNY/ton and 2389 CNY/ton over the last ten monitoring periods, with a peak at 2389 CNY/ton [7]

农小蜂全国农产品批发市场价格行情监测周报 Weekly Report for Wholesale Agricultural Products Market Price (2024年第31周 07.26-08.01) &#cLoub | B E E D A T A 编 制 说 明 本报告由农小蜂基于农业农村部"全国农产品批发市场价格信息系统"监测数据编制， 版权仅为农小蜂所有，未经农小蜂同意，请勿以任何形式翻版、复制、 发表。 本报告所使用数据为2024年7月26日~8月1日的全国农产品批发市场行情监测数据, "农产品批发价格200指数"以及畜禽产品、水产品、蔬菜产品、水果产品 监测范围涵盖 价格及变化幅度。 为便于使用者更好地理解本报告的相关内容，对本报告中所使用的术语分类说明如 下: 农产品批发价格200指数： 基于全国200余家典型农产品批发市场的各类农产品价格数据 生成,重点体现粮油和"菜篮子" 产品在流通环节的价格水平。 是分析研究农产品批发价格变化动态、变动程度、变化规律和 变化趋势的最主要的统计方法，对掌握农产品批发价格变化的 规律，进而了解农产品供给和需求的变化规律、生产和消费的 变化规律具有十 ...

全国生猪成本收益监测月报 Monitoring Report on National Corn Price Situation 2024年06月 农小蜂歇置石 │ B E E D A T A B E E C L O U D │ B E E D A T A 编 制 说 明 本报告由云南唯恒基业科技有限公司基于2024年6月国家发展和改革委员会统计调查监测的 全国 "猪粮比价" 以及 "散养生猪每头产值、成本、净利润" 与 "规模养殖生猪每头产值、成本、 净利润"相关数据编制，供关注中国生猪市场运行和产业发展的各方参考。版权仅为农小蜂所有， 未经农小蜂同意，请勿以任何形式翻版、复制、发表。 猪粮比价 、每头产值 散养生猪 每头成本 生猪成本 收益监测 └ 每头净利润 (月报) r 每头产值 ·规模养殖生猪 · 每头成本 、每头净利润 为便于使用者更好地理解本报告的相关内容，对本报告中所使用的指标及术语说明 如下： 猪粮比价：全国生猪出场价格与全国玉米批发价格的比值。 每头产值：指出售主产品所得收入和留存的主产品可能得到的收入之和，以及除主产品以外其他 部分的产品或与生猪生长过程直接相关的附带产品产值，数据为四舍五 ...

Investment Rating - The report does not explicitly provide an investment rating for the corn market [3]. Core Insights - The average corn market price in China for the week of July 18, 2024, is 2.59 CNY/kg, remaining stable compared to the previous week but down 13.1% year-on-year [4][6]. - The average corn purchase price nationwide is 2389 CNY/ton as of July 10, 2024, reflecting a slight increase of 0.13% from the previous monitoring period [15]. Summary by Sections 1. Market Prices 1.1 National Market - The national average corn market price is 2.59 CNY/kg, with no change from the previous week and a year-on-year decrease of 13.1% [4]. - The price has shown a slight increase from 2.53 CNY/kg in the 20th week to 2.59 CNY/kg in the 29th week [6]. 1.2 Main Production Area (Northeast China) - The average corn market price in Northeast China is 2.41 CNY/kg, up 0.4% from the previous monitoring period [7]. - Prices fluctuated from 2.33 CNY/kg to 2.41 CNY/kg over the last ten monitoring periods, with the peak price occurring in the 29th week [8]. 1.3 Main Sales Area (Guangdong Province) - The average corn market price in Guangdong Province is 2.69 CNY/kg, also reflecting a 0.4% increase from the previous week [9]. - The price has risen from 2.63 CNY/kg to 2.69 CNY/kg over the last ten monitoring periods, with the peak price recorded in the 29th week [10]. 2. Purchase Prices - The national average corn purchase price is 2389 CNY/ton, which is an increase of 0.13% from the previous monitoring period [15]. - The purchase price has risen from 2314 CNY/ton to 2389 CNY/ton over the last ten monitoring periods, with a peak in the 28th week [15].