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链博会上的“舌尖革命”:科技重构田间到餐桌价值链
证券时报· 2025-07-19 00:34
Core Viewpoint - The article emphasizes the importance of technological advancements in transforming agriculture into a more sustainable and resilient industry, focusing on the entire agricultural supply chain from production to consumption [1][2]. Group 1: Technological Empowerment - The global agricultural sector faces challenges from resource constraints and environmental pressures, leading to a consensus on the need for green, low-carbon, and sustainable agricultural practices. Biopesticides, derived from natural sources like Norwegian seaweed, are highlighted as a significant market opportunity [3]. - Syngenta Group has developed a series of biopesticides that enhance crop photosynthesis, balance internal hormone levels, and promote flowering and fruiting, resulting in increased crop yield and quality. These products have been promoted on over 12 million acres in China [3]. - The lightweight packaging in the food and beverage industry is crucial for achieving carbon reduction goals. For instance, switching to lightweight beer bottles can reduce CO2 emissions by approximately 54,600 tons annually if fully adopted [3]. Group 2: Supply Chain Resilience - Recent geopolitical conflicts, extreme weather events, and rising protectionism have exposed vulnerabilities in global food supply chains, making it essential to ensure the stability and self-sufficiency of key agricultural product supply chains. The 2025 Central Document No. 1 emphasizes enhancing the supply guarantee capabilities for important agricultural products [5]. - China relies heavily on imports for barley, a key ingredient in beer production, with over 90% of its beer barley sourced from abroad. This dependency poses risks amid global trade disputes [5]. - The Chinese government is implementing policies to strengthen food security, with a focus on technological empowerment in agriculture, including the establishment of smart farms and enhancing domestic grain production capabilities [5][6]. Group 3: Open Cooperation - Agricultural trade is a vital component of China's foreign trade, with the country being the world's largest importer and the fifth-largest exporter of agricultural products. China engages in agricultural trade with over 220 countries and has signed cooperation agreements with 125 nations [8]. - McDonald's China showcased 11 supply chain partners at the expo, highlighting the collaboration between local and international companies to enhance agricultural trade. The integration of local firms into global supply chains is emphasized as a growth opportunity [8]. - The Chinese government is focused on creating a robust framework for food security, which will provide new opportunities for international agricultural trade cooperation. Recommendations include building inclusive trade rules and fostering deep integration of technology and agriculture [8].
农业科技与供应链齐发力 高端水果价格更“亲民”
Core Insights - The prices of high-end fruits like durian and blueberries have become more affordable due to advancements in agricultural technology and supply chain upgrades [1][2][3] - Domestic cultivation of previously imported fruits has increased, with China now leading in blueberry production, surpassing the United States in 2020 [1][2] - The logistics and cold chain improvements have significantly reduced transportation and storage costs, contributing to the price decline of high-end fruits [1][3] Agricultural Technology Empowerment - The successful domestic cultivation of durian in Hainan has begun, with the first batch of "tree-ripened" durians expected to be available in June 2023 [1] - The blueberry industry in China has rapidly developed, with domestic blueberries gaining popularity and becoming sought after in international markets [1][2] Supply Chain Optimization - The rapid development of the supply chain has controlled the costs of imported fruits, contributing to the price drop of high-end fruits [2][3] - Companies like Honghui Fruits and Vegetables have established strong supply chains, including Malaysian durian bases and sales channels through platforms like JD.com [2] Cross-Border Direct Sourcing - Retail companies are increasingly adopting cross-border direct sourcing models, with Hefei Department Store Group importing over 2,300 tons of various fruits by the end of 2024 [3] - The combination of efficient transportation channels and high-quality domestic fruit supply is driving the price reduction of high-end fruits [3]
“贵族水果”,集体降价!
券商中国· 2025-06-08 23:22
Core Viewpoint - The article highlights the significant price reduction of previously expensive fruits in China, driven by increased supply and improvements in agricultural technology and logistics, leading to a transformation of these "noble fruits" into more accessible consumer products [1][4][5]. Group 1: Price Reduction of Fruits - Prices of fruits such as lychee, mangosteen, and durian have dropped significantly, with lychee prices nearly halved compared to last month [1]. - The wholesale price of durian has decreased by approximately 20 yuan per kilogram since winter, with current prices around 38 yuan per kilogram for premium quality [2]. Group 2: Supply Chain and Import Dynamics - The increase in durian supply is attributed to improved management practices in Thailand and Vietnam, leading to a smoother import process and a rise in market availability [2][3]. - The overall fruit market in June is expected to remain abundant, further contributing to the decline in durian prices due to increased consumer choices [3]. Group 3: Agricultural Technology and Domestic Production - Advances in agricultural technology have enabled the local cultivation of fruits that were previously reliant on imports, such as blueberries and cherries, enhancing domestic production capabilities [4]. - The expected production of domestic durian is projected to exceed 2,000 tons by 2025, indicating a shift in market dynamics [4]. Group 4: Logistics and Supply Chain Improvements - The efficiency of cross-border logistics has improved, reducing transportation costs and time, which has contributed to the price drop of imported fruits [5]. - The cold chain logistics market in China is projected to grow, with a total demand of 365 million tons in 2024, reflecting a 4.3% year-on-year increase [5]. Group 5: Future Sustainability and Recommendations - Experts suggest that to maintain the affordability of "noble fruits," there should be effective policy guidance for fruit cultivation, quality enhancement, and cost reduction for farmers [5]. - Companies are encouraged to focus on quality control and value addition through processing to stabilize market prices and ensure sustainable development in the fruit industry [5].