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].

Core Viewpoint - The article discusses the successful marketing strategy of Guangdong lychee in Shanghai, highlighting its effective penetration into the high-end fruit market through a multi-faceted approach and collaboration between various stakeholders [1][2][10]. Group 1: Market Strategy - Guangdong lychee has entered Shanghai for the fourth time, utilizing a "12221" market system to target high-end consumers and establish a strong presence in the market [1][2]. - The strategy includes a phased approach with early, mid, and late-season varieties, ensuring continuous supply and engagement with consumers [5][10]. - The marketing efforts are supported by a "media+" strategy that enhances brand visibility and cultural storytelling, creating a deeper connection with consumers [2][11]. Group 2: Consumer Insights - Shanghai, with only 1.76% of the national population, consumes 5% of the country's fruit, indicating a strong consumer capacity and preference for high-end fruits [5][10]. - The average consumer in Shanghai has a purchasing power that is double the national average, making it a critical market for premium agricultural products [5][10]. - The demand for lychee in Shanghai is characterized by high customer unit prices and repurchase rates, despite its relatively low market share [5][10]. Group 3: Collaborative Efforts - The collaboration between Guangdong suppliers and Shanghai buyers has been pivotal, with events like the "Shanghai Lychee Friends Association" facilitating ongoing partnerships [5][10]. - The integration of various sales channels, including supermarkets, wholesale markets, and e-commerce, has strengthened the distribution network for Guangdong lychee [1][2]. - The establishment of a continuous feedback loop between producers and consumers has allowed for better alignment of product offerings with market demands [10][12]. Group 4: Future Outlook - The article emphasizes the importance of sustained efforts in marketing and brand building, with a commitment to quality and service from Guangdong producers [10][11]. - The potential for Guangdong lychee to evolve from merely selling products to creating a brand value is highlighted as a significant shift in strategy [10][12]. - The ongoing collaboration and innovative marketing strategies are expected to further enhance the market position of Guangdong lychee in Shanghai and beyond [11][12].

大宗商品研究所 农产品研发报告 农产品日报 2024 年 07 月 02 日 研究员：刘倩楠 Z0014425 联系方式： :liuqiannan_qh@chinas tock.com.cn 第一部分 市场信息 | 现货价格 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日份格 | 下一工作日份 | 涨跌 | 指标 | 今日价格 | 下一工作日份 | 涨跌 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 113.20 | 112.93 | 0.27 | 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 | 7.34 | 7.39 | -0.05 | | 期货价格 | | | | | | | | | 指标 | रे रि | 昨收 | 涨跌 | ...

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating provided in the content. Group 2: Core Viewpoints - The apple market currently shows obvious off - season characteristics, with cooling fruits seizing market share. The overall trading atmosphere in the production areas is not strong, and merchants purchase on - demand. The inventory trading focuses on high - cost - effective goods. The current sales speed is slower than the same period last year, but the inventory level is low, so the price has bottom support. It is expected that the short - term price will remain stable, and later attention should be paid to price fluctuations due to quality decline. The extremely early - maturing apples in the west are on the market, with prices slightly higher than last year. Future attention should be paid to the trading situation of new - season early - maturing apples [5][6]. Group 3: Summary by Related Catalogs 1. Apple Weekly Views and Outlook - This week, bagging work in various production areas has ended, and the labor shortage has eased. The trading of apples in storage is stable and light. Merchants purchase on - demand, with only a small number of increased inquiries but limited actual transactions. In the western production areas, merchants mainly ship to the market themselves, and some cold storages still have water - rotting spots. Extremely early - maturing apples such as Tengmu and Guangguo Chenyang have been launched, with prices slightly higher than last year. The Shandong production area continues to focus on trading high - cost - effective goods, and the sales of large fruits are slow. The consumption of cooling seasonal fruits such as peaches, lychees, and melons in the terminal market has increased, significantly impacting the apple market [5]. 2. Market Price Trend - The active contract price of apples, the price of the main contract, and the basis have their respective trends, with price ranges from 6,000.00 to 8,500.00 [9]. - The spot prices of apples in the main production areas are stable and strong, including the market price trends of different varieties and grades in different regions such as Luochuan, Qixia, Penglai, and Yiyuan [15]. - The wholesale prices of Fuji apples and the monitoring prices of key fruits (such as pineapples, grapes, and watermelons) have their own trends over different years and weeks [21]. 3. Shipping Volume and Inventory - The shipping volume and inventory of cold - storage apples have shown different trends over different years and weeks, with the shipping volume ranging from 0 to 500,000 tons and the inventory from 0 to 12 million tons [27]. 4. Monthly Spread - There are monthly spreads such as 1 - 5 spread, 5 - 10 spread, and 10 - 01 spread, with different price ranges and trends over different years and dates [29][31].

Core Viewpoint - The article highlights the strategic expansion of Guangdong lychee into the Central Plains region, particularly Henan, as a significant move to penetrate the northern market and enhance brand influence across China [1][6]. Group 1: Market Expansion - The Guangdong lychee has successfully entered the Central Plains, marking a key deployment in the national consumption landscape [1]. - The recent Guangdong lychee Henan production and sales docking conference in Zhengzhou involved over 20 local supermarket leaders, establishing an efficient supply-demand matching platform [1][3]. - Zhengzhou's unique position as a high-speed rail hub facilitates the distribution of Guangdong lychee, covering over 200 million people within its cold chain logistics network [3][4]. Group 2: Consumer Engagement - The event featured a "mobile orchard" showcasing fresh lychee, allowing consumers to experience the fruit directly from the tree to their taste buds [3][4]. - Local supermarkets, including Danis and Huayu Baijia, have expressed strong purchasing intentions, with Danis planning to procure at least 500 tons of Guangdong lychee targeting the high-end market [4][6]. Group 3: Collaborative Framework - The collaboration between Guangdong and Henan aims to create three "sweet engines": enhancing supply chain connectivity, co-developing brand narratives, and building a comprehensive agricultural ecosystem [6][7]. - The partnership is expected to optimize the business environment and promote high-quality agricultural cooperation, enhancing the value chain from production to consumption [7]. Group 4: Brand Development - The article emphasizes the importance of leveraging cultural IP and innovative marketing strategies to enhance the brand value of Guangdong lychee, aiming for a global reach across over 40 countries [7][8]. - The focus on premium strategies and cold chain logistics is set to elevate the lychee industry towards a high-value ecological chain [7].

Core Insights - Guangxi is recognized as a major fruit production region in China, with a diverse range of fruits and significant production volume, contributing to its status as the "fruit kingdom" of the country [1][2] Group 1: Production and Market Overview - Guangxi has nearly 300 varieties of fruit trees, with an expected fruit cultivation area of over 21 million acres and a total output of approximately 34 million tons in 2024, marking a 5% year-on-year increase, accounting for about one-seventh of the national total [1] - The total output value of Guangxi's fruit industry is around 200 billion yuan, with leading production in citrus, persimmons, dragon fruit, passion fruit, mangoes, bananas, and lychees [1][2] - In 2024, Guangxi is projected to import nearly 2.5 million tons of fruits from ASEAN countries, valued at around 35 billion yuan, representing over one-third of China's total imports from ASEAN [1] Group 2: Strategic Development Initiatives - The government has prioritized the fruit industry within the "10+3+N" modern characteristic agricultural system, focusing on stabilizing area, optimizing structure, improving quality, and increasing efficiency [2] - Guangxi aims to establish three major China-ASEAN fruit trading centers in Nanning, Chongzuo, and Qinzhou, facilitating a dual circulation pattern for fruit trade [2] Group 3: Logistics and Sales Channels - Guangxi has built 4,381 cold storage facilities across 71 counties, increasing storage capacity by 600,000 cubic meters, with total fruit and vegetable storage capacity exceeding 2.2 million tons [3] - The online retail sales of Guangxi fruits have seen a growth rate of 54% in 2024, with significant volumes of mangoes, passion fruits, and other fruits being sold through e-commerce platforms [3] Group 4: Challenges and Future Directions - Despite the growth, challenges remain in post-harvest processing and risk management for certain fruit varieties [4] - Future efforts will focus on market expansion, post-harvest processing, and brand strengthening, including promoting the "Gui" brand and integrating fruit with tourism to enhance market competitiveness [4]

Group 1: Overview of Lychee Production in Guangdong - Guangdong is the largest lychee producer in the world, with an area of approximately 4.2 million acres, a 30% increase in cultivation area compared to last year [1] - The lychee harvest season in Guangdong runs from mid-May to mid-July, with different regions maturing at different times [1] - Despite lower purchase prices this year, the abundant harvest has made lychee a profitable crop for local farmers [1] Group 2: Technological Innovations in Lychee Preservation and Transportation - Advances in technology have transformed lychee preservation from "one-day color change" to "available all year round" through a comprehensive cold chain system [2] - The introduction of drone transportation has significantly reduced logistics costs, with a cost of approximately 0.15 yuan per kilogram compared to 0.4-0.5 yuan for traditional methods [10] - Drones can carry 170 kilograms of lychee and travel one kilometer in just five minutes, addressing transportation challenges and reducing losses [12] Group 3: Cold Chain and Preservation Techniques - "Pre-cooling" stations have been established in the fields to lower the respiration rate of freshly harvested lychees, enhancing preservation [15] - The "frozen dormancy technology" allows lychees to be frozen at -196°C, preserving their original color and flavor for year-round availability [20] Group 4: Logistics and Distribution Network - Guangdong's lychee air transport network connects major cities, with direct flights to 37 cities, ensuring rapid delivery [21] - The logistics process involves multiple stages, including sorting and packaging, with a daily processing capacity of 1.52 million packages at the Guangzhou air transport hub [27][30] - High-speed rail services have been established to transport lychees quickly, with a travel time of about four hours from Guangzhou to Wuhan [51] Group 5: International Market Expansion - Dongguan has achieved its first large-scale lychee export to Dubai, with a delivery time of approximately eight hours [60][62] - Other regions in Guangdong are also expanding their international markets, with lychees being exported to countries like Belarus and Hungary for the first time [68]