® BEECLOUD | B E E D A T A NASTRANTER H STERE THE STORY 文读懂浙江省农业产业概况 农小蜂出品 abeedata.com AUTHORS 刘新 毕梅丽 分析师 产品研发部 设计师 产品研发部 abeedata.com 研究和撰稿人 本报告作者具有专业胜任能力，保证报告所采用的数据均来自合规渠道，分析逻辑基于作者 的职业理解，本报告清晰准确地反映了作者的研究观点，力求独立、客观和公正，结论不受任 何第三方的授意或影响，特此声明。 农小蜂不会因为接收人接受本报告而将其视为客户。本报告仅在相关法律许可的情况下发 放，并仅为提供信息而发放，概不构成任何广告。 本报告的信息来源于已公开的资料，农小蜂对该等信息的准确性、完整性或可靠性不作任何 保证。本报告所载的资料、意见及推测仅反映农小蜂于发布本报告当日的判断。在不同时期， 农小蜂可发出与本报告所载资料、意见及推测不一致的报告。农小蜂不保证本报告所含信息 保持在最新状态。同时，农小蜂对本报告所含信息可在不发出通知的情形下做出修改，接收人 应当自行关注相应的更新或修改。 本报告版权仅为唯恒农小蜂出品方所有，未经书面许可 ...

BEECLOUD BEEDATA 中国咖啡市场 监测报告 CHINA COFFEE MARKET MONITORING REPORT 2024年10月 WEIHENG 编 制 说 明 咖啡(coffee)，是用经过烘焙磨粉的咖啡豆制作出来的饮料，其与可可、茶同为世界三大饮料。 在我国,云南省是最大的咖啡种植省份,主要有"普洱、保山、德宏、临沧"4大咖啡主产区,采收 季集中在10月～次年4月；咖啡生豆的贸易商主要为全球性企业，包括日本UCC、法国路易达孚和日 本三井物产集团; 咖啡加工厂商则主要汇聚在"外贸大省——广东"和"种植大省——云南"。 本报告所使用数据为2024年10月的咖啡市场行情动态数据，由云南唯恒基业科技有限公司基 于 "农业农村部农垦局"热作农业中咖啡相关数据，关联"中华人民共和国海关总署"统计数据编 制,仅供报告购买方内部使用,未经云南唯恒基业科技有限公司同意,请勿公开使用或传播本报告 的相关内容。 | --- | --- | --- | --- | |----------------------------|-------------|-------|-------| | | | | | ...

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]

全国玉米价格行情监测周报 Weekly Report for Corn Price 2024年第32周 08.02-08.08 ?小蜂数智石 | B E E D A T A 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农业农村部畜牧兽医局饲料集贸市场价格监 测数据、国家粮食和物资储备局主要粮食品种收购价格监测数据编制，供关注中国玉米市 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。 本报告所使用数据主要为2024年8月2日~8月8日的玉米价格行情监测数据，监测范 围涵盖玉米"集贸市场价格、收购价格"及波动幅度。 其中，"集贸市场价格"来自农业农村部畜牧兽医局，主要监测对象为全国以及"主 产区东北三省、主销区广东省"。 "收购价格"来自国家粮食和物资储备局，主要监测对象为全国以及"黑龙江省、 吉林省、内蒙古自治区、山东省、河南省、河北省、辽宁省、四川省、山西省、陕西省、 新疆维吾尔自治区、甘肃省"12个玉米生产大省——其中，受中国玉米上市周期等综合因 素影响，仅11月~次年4月有分省域收购价格 ...

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 ...

全国亞米价格行情监测周报 Weekly Report for Corn Price 2024年第29周 07.12-07.18 农小蜂敷留石 │ 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农业农村部畜牧兽医局饲料集贸市场价格监 测数据、国家粮食和物资储备局主要粮食品种收购价格监测数据编制,供关注中国玉米市 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。 本报告所使用数据主要为2024年7月12日~7月18日的玉米价格行情监测数据, 监测 范围涵盖玉米"集贸市场价格、收购价格"及波动幅度。 其中,"集贸市场价格"来自农业农村部畜牧兽医局,主要监测对象为全国以及"主 产区东北三省、主销区广东省"。 "收购价格" 来自国家粮食和物资储备局,主要监测对象为全国以及 "黑龙江省、 吉林省、内蒙古自治区、山东省、河南省、河北省、辽宁省、四川省、山西省、陕西省、 新疆维吾尔自治区、甘肃省" 12个玉米生产大省——其中, 受中国玉米上市周期等综合因 素影响,仅11月~次年4 ...