Group 1 - In Guizhou Province, over 80,000 acres of blueberries are entering the harvesting period, attracting tourists for picking experiences [1] - The expected blueberry production in Majiang County this year is nearly 40,000 tons, with 70% allocated for deep processing [5] - The county has established a complete industrial system from planting to processing and sales, with 8 large-scale processing enterprises [5] Group 2 - Cold chain logistics and high-speed rail are being utilized to transport fresh fruits like lychee and yangmei quickly to consumers, ensuring freshness and reducing loss rates [6] - The transportation efficiency of high-speed rail has improved by over three times compared to traditional land transport, with fresh fruit loss rates controlled below 5% [10] - In Dongguan, Guangdong, fresh lychee is being exported internationally for the first time using a C2C model, enhancing transportation speed and efficiency [11][17]

Core Insights - The article discusses the evolution of the lychee industry in China, highlighting advancements in cold chain logistics and processing that enhance the preservation and marketability of lychees [1][2][3] Group 1: Production and Supply Chain - The development of new models such as "platform enterprises + agricultural bases" and "fresh e-commerce + direct delivery from production areas" aims to streamline the supply chain for agricultural products [3] - The "14th Five-Year Plan for Cold Chain Logistics Development" sets targets for low-temperature processing rates for meat, fruits, and vegetables by 2025, aiming for 85% for meat, 30% for fruits and vegetables, and 85% for aquatic products [2] - The number of national backbone cold chain logistics bases has reached 105, improving the infrastructure for preserving agricultural products [2] Group 2: Consumer Trends and Market Development - The lychee's shelf life has been extended to over 30 days due to advancements in preservation technology and logistics, making it easier for consumers to access fresh lychees [2] - There is a growing trend in processing lychees into value-added products such as canned lychees, lychee wine, and freeze-dried lychees, with significant production concentrated in regions like Fujian and Guangdong [2] - The integration of agriculture with cultural tourism has led to increased consumer interest and engagement, with events and festivals promoting lychee culture and enhancing brand recognition [3] Group 3: Future Directions - The article emphasizes the need for modernizing agricultural product circulation, particularly by improving cold chain logistics and enhancing post-harvest processing, packaging, and marketing [3] - The focus is on both the initial production phase and the final consumption phase, encouraging collaboration among various enterprises to build shared cold chain facilities [3] - The lychee industry's transformation reflects broader trends in rural revitalization, showcasing how cold chain logistics and processing can benefit farmers and enhance agricultural productivity [3]

"澜湄快线"大幅降低榴莲运输成本 央视网消息：榴莲因其独特风味受到很多人喜欢。近期，不少消费者都能感受到榴莲价格出现明显下跌。而除了像榴莲这样的水 果"贵族"价格更亲民之外，越来越多的果品也以更加新鲜的姿态、更快的时效抵达人们的餐桌。这背后是如何做到的？ 榴莲价格"平易近人"，其中一个原因就是得益于中老铁路的运能扩充和相关扶持措施的相继落地。国铁昆明局开行的"澜湄快线"冷 链班列日均开行列数由原来的2列增至4列，榴莲等东南亚热带水果运输时间从以往的汽车方式7天压缩至26小时。 国铁昆明局王家营西站副站长张耀月介绍，他们增开了两趟澜湄快线，每次班列到达之后要求在90分钟之内，将车送至集装箱场进 行卸车作业，实现取送、调动、卸车作业的"无缝衔接"。 "澜湄快线"运营以来，东南亚水果运输成本较传统陆运降低了60%，国内市场终端价格平均下降30%。北京、上海等城市水果店的榴 莲上架频次从每周2次增至每日补货。 2025年5月以来，随着榴莲、山竹、龙眼、芒果等热带水果成熟上市，通过中老铁路运输的热带水果总量已超过6.3万吨，为国内水果 市场提供了丰富的选择。 高铁助力冷链物流 岭南荔枝半天到武汉 冷链运输为水果锁住新鲜 ...

Group 1: Policy Initiatives and Economic Impact - The central government has issued a "Special Action Plan to Boost Consumption," focusing on enhancing consumption capacity, creating effective demand, and increasing consumer willingness [1][2] - The plan emphasizes increasing income for low- and middle-income groups and developing service consumption to drive economic growth [1] - In Jiangxi's Yihuang County, initiatives like the "Urban and Rural Residents Income Promotion Action" have led to significant increases in local consumption and income, with rural residents' disposable income projected to reach 22,095 yuan in 2024, a 6.6% increase year-on-year [2] Group 2: Consumer Behavior and Market Trends - The introduction of e-commerce and live streaming has transformed local agricultural product sales, with significant increases in sales and income for local farmers [1][3] - The "old-for-new" appliance replacement program in Yihuang County has provided subsidies totaling 6.14 million yuan, directly driving consumption exceeding 31.85 million yuan [3] - Consumer enthusiasm has been further stimulated by government-issued consumption vouchers, leading to a total consumption increase of 3.189 billion yuan during promotional events [3] Group 3: Technological Advancements in Consumer Products - The cleaning appliance market is experiencing rapid growth, with sales expected to reach 42.3 billion yuan in 2024, a 24.4% increase year-on-year [6] - Innovative technologies in cleaning appliances, such as obstacle-crossing capabilities and anti-tangle features, are enhancing user experience and driving demand [6] - Sales of robotic vacuum cleaners have surged by 178% in the first five months of the year, indicating a strong consumer shift towards advanced cleaning technologies [6] Group 4: Upgrading Local Markets and Logistics - Upgrades to local markets, such as the renovation of the agricultural market in Sichuan's Deyang City, have improved shopping conditions and increased customer traffic, resulting in a 6.7% growth in retail sales [7][8] - Enhanced logistics, including cold chain transportation, have facilitated the rapid distribution of local agricultural products to urban markets, improving accessibility for consumers [9] - The establishment of a comprehensive logistics network has enabled rural products to reach urban consumers more efficiently, further stimulating local economies [9]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is expected to benefit from the gradual establishment of key cold chain logistics bases, which will enhance the focus on its cold chain engineering business [5][7] - The company has a strong positioning advantage in the grain storage and cold chain sectors, with projected net profits for 2025-2027 being CNY 282 million, CNY 357 million, and CNY 440 million respectively [7][8] Financial Summary - Closing price as of June 9, 2025, is CNY 11.08 [4] - Total market capitalization is CNY 5,676 million [4] - Revenue projections for 2023 to 2027 are CNY 2,414 million, CNY 2,652 million, CNY 3,234 million, CNY 3,975 million, and CNY 4,916 million, with growth rates of -10.51%, 9.84%, 21.95%, 22.89%, and 23.69% respectively [6][8] - Net profit attributable to shareholders is projected to grow from CNY 218 million in 2023 to CNY 440 million in 2027, with growth rates of 29.03%, 7.34%, 20.67%, 26.65%, and 23.17% respectively [6][8] - The company’s return on equity (ROE) is expected to increase from 10.97% in 2023 to 15.94% in 2027 [6][8] - The price-to-earnings (P/E) ratio is projected to decrease from 26.07 in 2023 to 12.90 in 2027 [6][8]

Group 1 - The National Development and Reform Commission has released a new list of 19 national backbone cold chain logistics bases, with Luoyang being included, making it one of five bases in the province, ranking among the top in the country [1][2] - Luoyang's cold chain logistics base consists of the Yiyang comprehensive cold chain logistics area and the Ruyang smart cold chain logistics area, with existing cold storage capacity of 310,000 cubic meters and an additional 100,000 cubic meters planned upon completion of the Ruyang facility [1] - The establishment of the Luoyang cold chain logistics base is expected to enhance its influence on surrounding areas, facilitating the rapid entry of high-quality agricultural products and processed foods into nearby markets, thus promoting regional economic cooperation [1][2] Group 2 - The inclusion of Luoyang in the national backbone cold chain logistics base list is anticipated to attract upstream and downstream enterprises from various industries, forming an industrial cluster that extends the agricultural value chain [2] - The province has announced plans to develop 10 provincial-level backbone cold chain logistics bases by the end of 2024, building a network centered around national bases and supported by provincial bases [3] - The focus will be on high-quality construction of cold chain logistics bases to enhance the scale, organization, and network operation of the cold chain logistics system, thereby upgrading the value chain of cold chain products [3]

Core Viewpoint - The price of crayfish has significantly decreased, dropping from approximately 70 yuan per kilogram to 38 yuan per kilogram in May, reflecting changes in market supply and demand dynamics [1] Group 1: Market Dynamics - The decline in crayfish prices is attributed to improved aquaculture techniques and increased production in traditional regions like Hubei, Jiangsu, and Anhui, as well as emerging areas such as Sichuan and Jiangxi [1] - The total crayfish farming area in China is projected to reach about 30 million acres with an output of approximately 3 million tons in 2024, making it the fourth largest category in freshwater aquaculture [1] - The concentration of crayfish harvests from May to June leads to a surge in market supply, contributing to the price drop [1] Group 2: Transportation and Logistics - Traditional transportation methods have high loss rates of up to 15%, but advancements in cold chain logistics and packaging have significantly reduced costs and improved delivery times [1] - New logistics methods allow for rapid delivery, enabling crayfish to be caught, sorted, and shipped within a single day, enhancing market efficiency [1] Group 3: Consumer Trends - The diversification of the dining market, including ready-to-eat meals and frozen foods, has provided consumers with more options, potentially reducing the appeal of crayfish due to its high purine content and low meat yield [1] - New employment opportunities have emerged in the crayfish industry, such as sorting workers and tasting experts, alongside new consumption scenarios like crayfish festivals and fishing [2] Group 4: Industry Challenges and Recommendations - Lower prices may discourage crayfish farmers from continuing their operations, leading to potential market exits [2] - Regulatory bodies are encouraged to strengthen market oversight and guidance to prevent reckless expansion and excessive competition [2] - Farmers should leverage policies and technological support to enhance farming techniques and extend supply periods, aiming for year-round availability of crayfish [2] - Processing companies are advised to upgrade their technology to improve yield and quality, and explore deep processing options [2] Group 5: Restaurant Strategies - Restaurants are encouraged to adapt their business strategies by integrating crayfish into various culinary offerings, such as crayfish burgers and pizzas, to meet diverse consumer preferences [3] - Emphasizing social dining experiences around crayfish can enhance customer engagement and attract new clientele [3]

广东荔枝营销战 报④|6·6给荔全中 国，广东荔枝线 上线下销售旺_南 方+_南方plus |6·6"给荔"，广东 荔枝全球品鲜嘉 年华举办 继5·20"用荔枝表 达爱"，广东创新 发起6·6"给荔 会抽取"满15减 10"的荔枝优惠 券，京东还上 线"每天1分抢荔 枝"互动游戏、直 播间开启荔枝原 产地直播、京东 寻鲜代言人&618 惊喜大使等方式 助力广东荔枝销 售。 |广东荔枝实现"朝 发午至"！粤港澳 大湾区今年首开 高铁"荔枝专列" 节"！6月6 日，"6·6"给"荔"节 ——广东荔枝全 球品鲜嘉年华"在 广州海心沙星光 大道举行。活动 集聚产地果农、 经销商、物流 商、品牌商、网 络达人、文化名 人、央省市主流 媒体等跨界力 量，围绕做好"土 特产"文章，推动 荔枝等广东佳果 产销精准对接， 进一步拓展国内 外市场。 |广东荔枝成交额 增长超560％ 京东 助销专项行动取 得积极成效 截至6月5日，京 东启动助销广东 荔枝专项行动实 现成交额同比增 长超560%。这一 亮眼成绩的背 后，是京东"产地 直采+源头直发 +高效物流+全渠 道销售"供应链能 力的综合体现。 而即日起至6月18 日，上海、 ...

包头国家骨干冷链物流基地位于内蒙古中西部地区，以现代智慧冷链物流平台为支撑，将基地打造 成为服务呼包鄂榆城市群和更大区域的国家重要农畜产品交易、中转、集散基地。基地总投资21.88亿 元，冷库总库容77.8万立方米，投资强度为226.82万元/亩，相关指标高于同期同区域同类型项目。基地 以存量设施为主，已投资16.8亿元，冷库库容65.88万立方米，建成了兴建冷库、包头粮食批发市场应急 低温储备库、包头润恒城、包钢冷库4个项目。基地计划投资5.08亿元，新增冷库库容11.92万立方米， 新建包头交投空港冷链物流园、现代智慧冷链物流园2个项目，目前新建项目用地均已批复。 包头国家骨干冷链基地的建设将进一步健全冷链物流多式联运网络，促进全国性、区域性冷链物流 网络高效衔接，提高基地冷链干线运输规模化水平，畅通国际冷链物流通道、互联成网，支撑冷链物流 深度融入现代物流运行体系。 记者6月3日从包头市发展改革委获悉，近日，国家发展改革委公布了2025年国家骨干冷链物流基地 建设名单，包头市成功入选并命名为"包头国家骨干冷链物流基地城市"，成为自治区此次唯一入选盟 市，为我区再添一块"国字号"招牌。 ...

2025年10月28日至30日，良之隆·2025中国豫菜食材电商节（郑州食材展）将在郑州国际会展中心盛大开幕。作为中国食材供应链领域的标杆展会，本届 展会由中原四季水产物流港、武汉良之隆食材股份有限公司等联合主办，聚焦肉类、水产、预制菜等全产业链，预计吸引2000余家品牌展商和8万专业观 众，成为推动食材与冷链技术融合的重要平台。 展位预订：林海 159 0214 2172 冷链物流行业在2025年迎来里程碑式发展，市场规模首次突破1.2万亿元，同比增长15%，其中预制菜成为增长的核心引擎。数据显示，预制菜冷链渗透 率从2020年的35%跃升至2025年的68%，带动冷链干线运输车辆保有量突破15万辆，冷库总容量达2.4亿立方米。这一爆发式增长得益于消费升级与政策支 持的双重驱动：一方面，生鲜电商渗透率提升至34%，社区团购冷链订单量激增38%；另一方面，国家骨干冷链物流基地建设加速，中央财政专项债向中 西部倾斜，推动冷链基础设施补短板。 头部企业正通过技术创新抢占市场高地。顺丰冷运引入AI大模型优化全链路调度，将农产品损耗率控制在行业低位；京东冷链依托电商数据闭环，实现 生鲜"产地预处理—24小时直达"的高 ...