Group 1 - The core viewpoint of the news is the introduction of the "Implementation Plan for Promoting Agricultural Product Consumption," which aims to boost consumption through 23 specific measures across nine areas, focusing on optimizing supply, innovating circulation, and activating the market [1] - The Ministry of Agriculture and Rural Affairs plans to enhance rural tourism and purchasing integration, supported by financial policies from the People's Bank of China and the Ministry of Agriculture, to promote agricultural product consumption [1] - Financial support will be directed towards enterprises, cooperatives, and collective economic organizations, with a focus on leisure agriculture and advantageous regions [1] Group 2 - The Ministry will deepen regional cooperation to promote consumption, utilizing various platforms to market specialty agricultural products from designated assistance counties [2] - Financial institutions will be encouraged to innovate in loan services, such as order and accounts receivable pledges, to support agricultural marketing and promotion [2] - The Ministry will push for innovations in cold chain logistics through financial policy support, including updating old facilities and enhancing financing models for comprehensive cold chain logistics [2]

Core Insights - The Ministry of Agriculture and Rural Affairs (MARA) is focusing on boosting agricultural product consumption through a joint implementation plan with ten other departments, aiming to enhance rural tourism and shopping integration [1][2] Group 1: Agricultural Consumption Promotion - MARA has introduced the "Implementation Plan for Promoting Agricultural Product Consumption" to stimulate demand and enhance rural tourism [1] - The plan includes financial policy support, with the People's Bank of China and MARA issuing guidelines to strengthen financial services for rural reforms and new agricultural industries [2] - The leisure agriculture sector is projected to generate nearly 900 billion yuan in revenue by 2024, becoming a vibrant area for tourism innovation and business integration [2][5] Group 2: Modern Agricultural Product Distribution System - The demand for agricultural products is shifting from basic sustenance to quality consumption, necessitating a modern distribution system to reduce losses and improve product quality [3] - MARA and the Ministry of Commerce are collaborating to implement the consumption promotion plan, focusing on digital, intelligent, and standardized supply chain transformations [3] - Efforts are underway to optimize cold chain logistics, including the development of a national market system and enhancing cold storage and preservation facilities [3][4]

Report Summary 1. Report Industry Investment Rating - No investment rating is provided in the report. 2. Core Viewpoints - The current jujube market has a seasonal demand slump and high inventory of old jujubes, but there is periodic replenishment to support prices. The new - season jujubes are in the critical fruit - setting period, and the market focuses on the weather in the producing areas. The estimated new - season output is expected to decline by 5 - 10% compared to the normal year of 2022 and 20 - 25% compared to 2024, with an estimated output of 56 - 62 million tons. The reduction is less than the absolute low in 2023. There are both bullish and bearish factors in the fundamentals. The implementation of the plan to promote agricultural product consumption by ten departments including the Ministry of Agriculture and Rural Affairs boosts market confidence. In the short term, market sentiment dominates the price fluctuations, and it will return to the fundamentals later. It is recommended to wait and see and focus on the new - season output [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the main jujube futures contract is 10,790 yuan/ton, the main contract position is 136,558 lots (a decrease of 1,475 lots), the net long position of the top 20 futures holders is - 2,568 lots, the number of warehouse receipts is 8,739, and the effective warehouse receipt forecast is 1,455 [2]. Spot Market - The prices of jujube in different regions vary. For example, the unified - grade jujube price in Kashgar is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.45 yuan/jin, and the special - grade jujube price in Guangdong is 11 yuan/kg [2]. Upstream Market - The annual jujube output is 3.187 million tons, and the planting area is 1.993 million hectares (a decrease of 41,000 hectares) [2]. Industry Situation - The national jujube inventory is 10,090 tons (a decrease of 230 tons from last week, a 2.23% week - on - week decrease and a 73.07% year - on - year increase), the monthly jujube export volume is 1,765,107 kg (a decrease of 464,120 kg), and the cumulative monthly export volume is 17,115,674 kg [2]. Downstream Situation - The jujube wholesale price in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 1.47 yuan/kg. The cumulative sales volume of Haoxiangni's jujubes is 36,480.43 tons (a decrease of 2,981.06 tons), and the cumulative year - on - year jujube production of Haoxiangni is - 34.59% [2]. Industry News - On July 29, there was light rain in Aksu with temperatures between 18 - 32°C. Jujube farmers are actively managing their orchards. The mainstream per - mu yield is estimated to be between 700 - 800 kg. The 2601 jujube futures contract fell 1.33% on Tuesday [2].

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The demand for red dates is in a seasonal off - peak, and the inventory of old fruits is high, but there is periodic replenishment to support prices. The new - season crops are in the critical fruit - setting period, and the market focuses on the weather in the production areas. The estimated new - season output is 56 - 62 million tons, with a decrease of 5 - 10% compared to the normal year of 2022 and 20 - 25% compared to 2024. The reduction is less than that of the absolute low - yield year in 2023. The market is influenced by both bullish and bearish factors. The release of the implementation plan to promote agricultural product consumption by ten departments including the Ministry of Agriculture and Rural Affairs boosts market confidence in the short term. The red date 2601 contract showed a short - term upward trend, and the market sentiment dominated the price fluctuations in the short term, while it will return to the fundamentals later. It is recommended to wait and see for now [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 10,695 yuan/ton, and the position of the main contract is 138,033 lots, a decrease of 73 lots compared to the previous period. The net long position of the top 20 futures holders is - 2,505 lots, the number of warehouse receipts is 8,740, and the total number of valid warehouse receipt forecasts is 1,455 [2] 3.2现货市场 - The prices of red dates in various regions are as follows: the unified price of red dates in Kashgar is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.35 yuan/jin, the unified price of red dates in Alar is 5.2 yuan/kg, the first - grade grey jujube wholesale price in Henan is 4.35 yuan/jin, the unified price of red dates in Aksu is 4.8 yuan/kg, the special - grade red date price in Henan is 9.8 yuan/kg, the special - grade red date price in Hebei is 9.81 yuan/kg, the special - grade red date price in Guangdong is 11 yuan/kg, and the first - grade red date price in Guangdong is 9.8 yuan/kg [2] 3.3 Upstream Market - The annual output of red dates is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares compared to the previous period [2] 3.4 Industry Situation - The national red date inventory is 10,090 tons, a decrease of 230 tons compared to the previous week, a month - on - month decrease of 2.23% and a year - on - year increase of 73.07%. The monthly export volume of red dates is 1,765,107 kg, a decrease of 464,120 kg compared to the previous period, and the cumulative export volume is 17,115,674 kg [2] 3.5 Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province is 20 yuan/kg. The cumulative sales volume of red dates of好想你 is 36,480.43 tons, a decrease of 2,981.06 tons compared to the previous period, and the cumulative year - on - year output growth rate is 1.47%, a decrease of 34.59 percentage points compared to the previous period [2] 3.6 Industry News - On July 28, there was light rain in Aksu, with temperatures ranging from 19 - 28°C. Jujube farmers were actively engaged in field management. According to on - the - spot research in mid - July, the mainstream per - mu yield is 700 - 800 kg. Attention should be paid to the replenishment of the third and fourth batches of flowers and the physiological fruit drop. The red date 2601 contract rose 2.2% on Monday [2]

Core Viewpoint - The Ministry of Agriculture and Rural Affairs, along with ten other departments, has issued the "Implementation Plan for Promoting Agricultural Product Consumption," which aims to enhance urban and rural consumption facilities and improve the agricultural product supply chain [1] Group 1: Infrastructure Development - Focus on supporting the improvement of agricultural product markets and modern logistics networks, including cold chain distribution centers [1] - Enhance post-harvest processing capabilities such as pre-cooling, drying, storage, and grading in regional areas [1] - Improve logistics distribution systems at the county, town, and village levels to facilitate the flow of fresh agricultural products between urban and rural areas [1] Group 2: Market Upgrades - Promote the renovation and upgrading of agricultural trade markets and town fairs to stimulate rural consumption [1] - Support the standardization of sales venues such as vegetable markets and fresh supermarkets [1] - Encourage the introduction of convenient facilities like vegetable direct delivery vehicles into communities [1] Group 3: New Sales Models - Advocate for new sales models such as "store-warehouse integration," "pre-sale + collective procurement and distribution," and mobile "vegetable basket" services to enhance convenience for consumers [1] - Encourage direct sourcing from producers and order-based production to promote integration of production, supply, and sales [1]

Core Viewpoint - The joint implementation plan by multiple government departments aims to enhance agricultural product consumption by optimizing the supply of green and high-quality products to meet diverse consumer demands [1] Group 1: Product Quality and Standards - The plan emphasizes the need to advance quality evaluation and grading of agricultural products, aligning with consumer demand and revising quality standards [1] - It highlights the importance of strengthening the organic connection between quality grading and circulation processes [1] Group 2: Innovation and Research - Support for food enterprises to collaborate with research institutions is encouraged to promote the development of new food ingredients such as artificial starch, microbial protein, functional sugars, and probiotics [1] - The initiative aims to develop delicious and diverse snack foods and nutritious beverages based on consumer needs [1] Group 3: Technology and Processing - Key common technology research will focus on controlled atmosphere preservation, precision preservation, and quality control [1] - The plan encourages the development of convenient, nutritious, and ready-to-eat products [1] Group 4: Regional and Cultural Development - The strategy aims to leverage the advantages of local agricultural resources to enhance the cultivation of suitable raw material varieties and optimize their quality and processing performance [1] - It promotes the development of traditional handmade, brewing, and health-preserving food processing projects to create regionally distinctive products that reflect local culture [1]