Group 1: Report Industry Investment Rating - Not provided Group 2: Core View of the Report - The late - season old - crop apples' closing prices are basically stable, which may boost the purchase prices of new - crop apples. The high opening prices of early - season new - crop apples may support the market. Short - term trading is recommended to be based on a bullish - biased trading strategy [36] Group 3: Summary by Directory 1. This Week's Market Review - This week, the main contract of apple futures, AP2510, showed a strong performance [7] 2. Supply - Side Situation - As of July 10, 2025, the total remaining cold - storage apple volume in China was 824,400 tons, at the lowest level in the past five years. Shandong's cold - storage remaining volume was 503,400 tons, and Shaanxi's was 219,100 tons [13] 3. Demand - Side Situation - As of July 10, 2025, the national cold - storage inventory ratio was about 6.24%, with a week - on - week decrease of 0.64 percentage points and a year - on - year decrease of 3.35 percentage points. The de - stocking rate was 90.19%. Apples were in the off - season, with slow shipment in the producing areas. Some storage merchants were eager to sell [18] - In May 2025, the export volume of fresh apples was about 45,500 tons, a month - on - month decrease of 37.38% and a year - on - year decrease of 25.15%. The second - quarter export volume in 2025 was expected to decline [20] - As of July 11, the mainstream prices of apples in Qixia, Yantai, Shandong were stable. The number of purchasing merchants was still small, with sluggish transactions. In recent days, the sales enthusiasm of storage merchants has further increased [32]

Core Viewpoint - The article discusses the launch of early-ripening longan in Gaozhou, marking the beginning of the longan season in Lingnan, and highlights the efforts of local government and stakeholders to enhance the quality and marketing of the longan industry [2][6][8]. Group 1: Industry Development - Gaozhou has experienced a bumper harvest for both lychee and longan this year, with lychee sales concluding successfully, prompting a focus on longan marketing [6][7]. - A marketing seminar was held to discuss high-quality development in the longan industry, emphasizing the need to leverage successful lychee marketing strategies for longan [3][8]. Group 2: Government Initiatives - Gaozhou's government is prioritizing longan sales, with a meeting led by local officials to outline strategies for enhancing the longan industry's quality and market presence [15][19]. - Six key requirements were proposed by local officials to improve the longan industry, including enhancing production quality, increasing processing value, expanding sales channels, and strengthening brand recognition [16][19]. Group 3: Stakeholder Engagement - Representatives from major longan-producing towns reported on planting scales, processing status, and past marketing strategies, while also proposing innovative ideas for the industry's development [11][12]. - Discussions among longan enterprises focused on challenges in market expansion, brand building, and price enhancement within the production and sales chain [13].

大宗商品研究所 农产品研发报告 农产品日报 2024 年 07 月 10 日 研究员：刘倩楠 期货从业证号： F3013727 投资咨询证号： Z0014425 联系方式： :liuqiannan_qh@chinas tock.com.cn 苹果日报 第一部分 市场信息 | 现货价格 | 2 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日价格 | 上一工作日价 | 器跌 | 指标 | 今日价格 | 上一工作日份 | 涨跌 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 110.52 | 112.49 | -1.97 | 洛川半商品纸袋70 | 4.80 | 4.80 | 0.00 | | 栖霞 一、二级纸袋 80 | 4.10 | 4.10 | 0.00 | 沂源纸袋70 | 2.40 | 2.40 | 0.00 | | 蓬莱一、二级纸袋 80 | 4.20 | 4.20 | 0.00 | 6种水果平均批发价 | 7.38 | 7.29 | 0.09 | | 期货价格 | | | | ...

Core Insights - The article discusses the successful transportation and sales of Huidong Luofushan glutinous rice lychee to northern markets, particularly Beijing, highlighting advancements in preservation technology that have increased procurement volumes [6][9][34]. Group 1: Transportation and Sales - A cold chain truck loaded with glutinous rice lychee departed from Huidong for the Hebei Gaobeidian market [2][3]. - The lychee was ordered by Qiaonong (Beijing) Network Technology Co., which plans to sell it through the Meituan platform in Beijing [4][5]. - The procurement volume of glutinous rice lychee has significantly increased, with over 20,000 pounds purchased this year [9][10]. Group 2: Preservation Technology - Historically, glutinous rice lychee faced challenges in transportation due to its thin skin, which is prone to damage and rapid browning [7][8]. - Recent improvements in preservation technology have allowed for greater procurement and successful transportation to northern markets [8][12]. Group 3: Pricing and Market Demand - The price for glutinous rice lychee at the farm gate is 8 yuan per pound, with a noticeable upward trend in the northern market [22][23]. - In Beijing's premium supermarkets, the price for glutinous rice lychee can reach up to 28 yuan per pound, indicating strong market demand [33].

期货方面，昨日收盘苹果2510合约7658元/吨，较前一日变动-75元/吨，幅度-0.97%。现货方面，山东栖霞80# 一二 级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP10+542，较前一日变动+75；陕西洛川70# 以上半 商品晚富士价格4.80元/斤，较前一日变动+0.00元/斤，现货基差AP10+1942，较前一日变动+75。 近期市场资讯，苹果产区市场维持弱稳运行，客商数量不多，库内货源走货不快，好货价格变动不大，一般货源 价格存在让价空间。西部早熟果目前仍以大荔、运城等地晨阳、夏红、秦阳为主，整体上量有限，对行情影响不 大。西部产区货源剩余不多，存货商自行发市场为主，交易不多，早熟果光果晨阳、秦阳等上市后价格稳定；山 东产区仍以发市场为主，部分货源价格因质量有小幅松动。销区市场走货一般，消暑类水果存在冲击。陕西洛川 产区目前库内70#起步统货4.2-4.5元/斤，70#起步半商品4.5-5.0元/斤，以质论价。 山东栖霞产区果农三级2.5-3元/ 斤，果农80#以上统货3-3.5元/斤，80#一二级条纹4.0-4.5元/斤，80#一二级片红3.8-4.0元/斤。 苹果库内 ...

Group 1 - The trend of luxury fruits is emerging in the United States, with high-end fruits being marketed as premium products, such as the "Omakase" strawberries priced at approximately $14 for a box of six, which is three times the price of strawberries at Walmart [1][2] - The popularity of luxury fruits is driven by social media and food culture, leading to a new market where consumers are willing to pay high prices for rare and exquisite fruits [1][2] - Japanese fruits have particularly influenced the U.S. market, with single strawberries priced at $19 and rare melons costing hundreds of dollars, indicating a significant demand for high-end fruit products [2] Group 2 - The emergence of specialized fruit suppliers is notable, with companies exporting various high-end fruits, including persimmons priced at $128 per box and strawberries at $780 per box [2] - Challenges such as cross-border transportation, tariff policies, and climate change are impacting the luxury fruit supply chain, yet companies like Oishii have successfully mitigated risks through controlled growing environments and effective marketing strategies [2] - The luxury fruit market is prompting American consumers to reassess their perceptions of fruits, emphasizing the importance of quality, rarity, and technological advancements in production [2]

Core Insights - The article highlights the rapid growth and international expansion of Hainan's tropical fruits, particularly lychee, mango, and melon, under the influence of the Hainan Free Trade Port initiative [1][9]. Group 1: Market Performance - In the first five months of this year, Haikou Customs inspected 696 batches of fruits with a total value of 110 million yuan, marking a year-on-year increase of 134.3% and 75.39% respectively [1]. - Hainan's early-maturing lychee has gained a competitive edge in both domestic and international markets, with its price trends serving as a barometer for China's lychee pricing [3][4]. Group 2: Quality and Production - Hainan's unique climate conditions, including long sunlight hours and abundant rainfall, contribute to the superior quality of its tropical fruits, such as the Guifei mango and lychee [3]. - The average yield of lychee in Hainan is over 3,000 pounds per acre, which is approximately 33% higher than that of ordinary orchards, due to advanced agricultural practices [4]. Group 3: Export and Pricing - Hainan lychee has received positive feedback from European and Middle Eastern customers, with retail prices reaching 40 euros per kilogram, significantly exceeding expectations [5]. - The successful export of Sanya wax apple to Canada has established it as a regular export item, with plans to expand into Southeast Asia, the Middle East, and Europe [7]. Group 4: Brand Development - The "Hainan Fresh Products" brand, established in September 2022, is becoming a key vehicle for Hainan's tropical fruits to enter global markets, with various companies collaborating to enhance brand visibility and market reach [9]. - Innovative products, such as mango ice cream developed by Hainan Xi Yuan Agriculture, are being introduced to diversify the product matrix under the "Hainan Fresh Products" brand [9].

Core Insights - Sichuan Anyue, known as "China's Lemon Town," is experiencing a significant increase in international export orders for lemons despite a reduction in production, leading to a widening supply-demand gap for yellow lemons [1][3]. Export Dynamics - Approximately 60% of the lemons from Chen Yue's planting base are designated for export, primarily targeting Southeast Asia and Russia. The recent frost damage in Turkey, one of the world's top five lemon producers, has led to a suspension of lemon exports, causing a surge in demand for Chinese lemons [1][3]. - The export price of lemons has dramatically increased, with prices rising from around 2-3 yuan per pound to potentially over 8 yuan per pound this year due to heightened demand from Russia and reduced supply from Turkey [3]. Export Volume Growth - One agricultural company reported that its lemon exports have doubled compared to previous years, despite lower overall production, resulting in a limited reserve of lemons in China and sustained high prices [7]. - The export volume of Anyue lemons has been consistently increasing, with a projected year-on-year growth of over 102.5% in 2024. From January to May this year, the self-operated export value of Anyue lemons also saw a year-on-year increase of 22.3% [9].

瑞达期货研究院 「2025.07.04」 业务咨询 添加客服 目录 库存处于低位，价格震荡略偏强 研究员：张昕 期货从业资格号F03109641 期货投资咨询从业证Z0018457 关 注 微信服 务 号 1、周度要点小结 2、期现市场 3、产业情况及期权 4、期股关联 「 周度要点小结」 行情回顾：本周苹果期货2510价格震荡，周度上涨0.55% 苹果市场周报 行情展望：新季苹果方面，产区套袋工作结束，产量问题逐渐明朗，根据市场对 陕西苹果主产区坐果和套袋情况调研来看，陕西今年坐果套袋情况较去年同期减 产幅度预计在5%-10%。根据Mysteel数据，截至2025年7月2日，全国主产区苹果 冷库库存量为99.31万吨，环比上周减少7.60万吨，淡季走货速度不快，环比上周 放缓，同比有所减慢。山东产区库容比为13.98%，较上周减少0.78%，去库速度 同比减慢。山东产区目前客商数量不多，客商仍青睐性价比高的货源，整体走货 不快。陕西产区库容比为6.43%，较上周减少0.68%，走货较上周表现略慢。陕西 产区交易仍集中于陕北地区，其余产区清库。当前库存处于五年同期低位，对价 格具有较强支撑，只是夏季消暑水果大 ...

Core Viewpoint - The 2025 Guangdong Lychee Production and Sales Connection event in Guangzhou aims to enhance the market presence and sales of local lychees through various promotional activities and collaborations among stakeholders [2][5]. Group 1: Event Overview - The event was launched on July 3, 2023, at Guangzhou's Warehouse No. 8, with the theme "Lychee Fragrance Across the Seas, Win-Win Production and Sales" [2]. - A total of 1 million yuan in "Food in Guangzhou" dining coupons was issued specifically for the "Conghua Lychee Festival" [2][10]. - Various shopping districts and malls have initiated promotional activities to support lychee farmers [2]. Group 2: Stakeholder Engagement - The event attracted numerous influential guests, including industry experts, representatives from major agricultural wholesale markets, chain supermarkets, e-commerce platforms, and local lychee producers [5]. - The representative from Taiping Town reported that the lychee planting area is approximately 75,900 acres, with a total output of about 26,000 tons and sales exceeding 145 million yuan [5]. Group 3: Sales and Marketing Initiatives - Since June, Guangzhou's business and agricultural departments have actively organized multiple production and sales connection meetings to promote lychee sales [5]. - A recent event titled "Lychee Heart Together, Sincerely Assist Farmers" utilized a dual approach of offline pop-up events and online live streaming, selling over 1,200 pounds of lychees in just five hours [5]. Group 4: Event Activities and Features - The event featured various themed exhibition areas, including fresh fruit, processed products, and innovative experiences, showcasing high-quality lychee varieties and deep-processed products [8]. - A "Technology Assisting Lychee" segment demonstrated the application of technology throughout the supply chain, including smart planting and cold chain logistics [8]. - Influencers participated as "Lychee Recommendation Officers," exploring new e-commerce models for lychee sales in the "Internet+" era [8][9]. Group 5: Partnerships and Agreements - Eight purchasing companies and cooperative enterprises signed agreements on-site to support lychee production and sales, enhancing market competitiveness [9].