"多亏了农业服务中心及时过来指导，我心里踏实多了。"6月17日上午，在昌江黎族自治县十月田 镇姜园村，香蕉种植户吴键在农业技术人员的指导下，忙着组织工人抢收。 十月田镇农业服务中心主任谢朝江介绍，当前十月田镇共种植约1.7万亩香蕉，台风前已收近1.2万 亩，此次受灾面积约6000亩，而政府支撑的力量已深入恢复生产每一个环节。 "蝴蝶"来临前，相关技术人员就深入田间，指导蕉农为香蕉树立杆加固，剪除底部叶片以减少风 阻。此外，镇政府组织蕉农争分夺秒抢收已近成熟的果实，把能攥在手里的收成提前攥紧。 海南日报全媒体记者 刘阳秀 前不久，我省今年第1号台风"蝴蝶"给昌江带来强烈风雨天气，十月田镇多处香蕉园大面积受损。 在吴键的香蕉园内，成片香蕉树倒伏在地，多棵树在台风肆虐下被拦腰折断，景象令人揪心。 "大约有60亩被台风吹毁了。"吴键站在田埂上，目光扫过一片狼藉的香蕉地，难掩心疼。他告诉海 南日报全媒体记者，自己在昌江全县种植500亩左右的香蕉，其中十月田镇就有210余亩。"不过幸好在 台风来之前已经抢收部分，没有亏太多。"他说。 不远处，几个工人穿梭在园里，砍下一串串青绿色的香蕉抬出蕉林。而在吴键身边一个临时搭建的 ...

| 项目类别 | 数据指标 环比 数据指标 | 最新 | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) 42 10月合约收盘价:苹果(日,元/吨) | 7652 | 7652 | 42 0 | | | 主力合约持仓量:苹果(日,手) 4899 仓单数量:苹果(日,张) | 95740 | 0 | | | | 期货前20名持仓:净买单量:苹果(日,手) -538 | 3649 | | | | | 山东烟台栖霞现货价格(纸袋80#以上一 甘肃静宁苹果现货价格(纸袋75#以上)(日, | | | 0 | | | 0 | 4.1 | 4.5 | | | 现货市场 | 二级果农货)(日,元/斤) 元/斤) 山东沂源苹果现货价格(纸袋75#以上)(日, 陕西洛川苹果现货价格(纸袋70#以上半 | | | | | | 0 | 2.6 | 4.2 | 0 | | 上游情况 | 元/斤) 苹果园面积:全国(年,千公顷) -19.58 全国:苹果产量(年,万吨) 商品)(日,元/斤) | 1955.77 | 4960.17 | 202 ...

Core Viewpoint - The article highlights the significance of Nanshan lychee as a cultural symbol and economic driver in Guangdong, particularly in Shenzhen, where it has evolved from a local specialty to a major cultural and tourism asset, supported by innovative marketing and logistics strategies [1][7]. Group 1: Economic Impact - Nanshan lychee has become a representative "cultural card" for the region, contributing to the "sweet economy" of Guangdong's economic hub [1][5]. - The planting area for Nanshan lychee has reached 22,500 acres, with an expected total yield of nearly 5,000 tons this year [2]. - The launch of the 2025 Nanshan Lychee Tourism Consumption Season aims to enhance local tourism and consumption, integrating various cultural and recreational activities [5][6]. Group 2: Quality and Recognition - Nanshan lychee was the first lychee product in China to receive national geographical indication protection, emphasizing its quality and uniqueness [2][7]. - The lychee is characterized by high kernel rate and soluble solid content, making it a premium product compared to other regions [7]. Group 3: Logistics and Distribution - The rapid development of logistics has enabled Nanshan lychee to be delivered quickly across the country and internationally, with services like "express delivery" to overseas markets [3][6]. - SF Express has established dedicated collection points and increased air routes to facilitate the distribution of Nanshan lychee, ensuring freshness and timely delivery [3]. Group 4: Cultural Integration - Nanshan has launched various "lychee+" themed tourism routes, combining agriculture with sports, technology, and culture to create a comprehensive tourism experience [5][6]. - Events such as music concerts, educational programs, and light shows centered around lychee are planned to enhance community engagement and promote local culture [6][7]. Group 5: Future Development - The district is focusing on enhancing the added value of lychee through deep processing, including products like dried lychee, lychee wine, and health supplements [7]. - The aim is to transform Nanshan lychee from a seasonal product into a year-round commodity, thereby increasing farmers' income and sustaining economic growth [7].

Group 1: Rural Industry Development - The revitalization of rural industries is fundamental to rural revitalization, with Shandong Province's Agricultural Credit Union applying the "Ten Million Project" experience to guide local rural commercial banks in focusing on rural industry development and increasing credit investment [1] - Qingzhou, known as the "Oriental Flower Capital," has a flower planting area of 131,000 acres and over 3,000 flower varieties, with a projected transaction volume of 13.9 billion yuan for 2024, establishing it as a distinctive industry [2] - Qingzhou Rural Commercial Bank has provided 5.2 billion yuan in credit to 35,000 flower industry practitioners, achieving a market share of 70% [2][3] Group 2: Financial Support for Agricultural Enterprises - Qingzhou Rural Commercial Bank customized a financing plan for Yatai Agricultural Technology Co., providing a loan of 10 million yuan to support its transformation and upgrade, enabling it to become a modern flower enterprise group [3] - The bank's proactive approach in understanding the needs of enterprises without collateral demonstrates its confidence in the potential of the flower industry [3] Group 3: Aquaculture Industry Growth - The Yuxiang Aquaculture Company in Weishan Lake, known for its rich water resources, has received financial support from Weishan Rural Commercial Bank, which provided 500,000 yuan initially and later an additional 400,000 yuan for its expansion [4][5] - The bank has issued 6.92 billion yuan in "Aquaculture Loans" to 2,382 clients, promoting the development of the aquaculture industry [5] Group 4: Cherry Industry Development - Shandong is a major cherry-producing province, with the Shenghao Cherry Planting Cooperative utilizing greenhouse technology supported by a 600,000 yuan loan from the local bank to stabilize cherry growth [6][7] - The Pingyi Rural Commercial Bank has established a comprehensive service network, facilitating 2,500 financial accounts for cherry industry participants, with an annual transaction scale of 75 million yuan [7] Group 5: Financial Innovation for Agriculture - The Shandong Agricultural Credit Union has prioritized credit support for agriculture as a central task of inclusive finance, launching 85 credit products to meet diverse financing needs [8] - The union has issued 88.1 billion yuan in loans to 126,000 key industry clients, focusing on rural characteristics and supporting modern agriculture and rural industry integration [8]

Core Viewpoint - The article highlights the upcoming harvest and market launch of various mango varieties from Tianyang, Baise, Guangxi, emphasizing the region's unique agricultural advantages and the growing national demand for its mango products [5][7][19]. Group 1: Mango Harvest and Launch - The early-ripening varieties of Baise mangoes, including Tainong No. 1 and Guifei mango, will start to be available from June 20, 2023 [7][36]. - The harvest schedule for 2025 includes specific dates for various mango varieties, with Tainong No. 1 available from June 25 and Guifei mango from June 27 [36][38]. Group 2: Agricultural Advantages - The unique geographical location of Baise, situated on the Tropic of Cancer, provides ample sunlight and suitable temperatures, allowing for high sugar accumulation in the mangoes [9][10]. - The region's diverse mango varieties, such as Tainong No. 1 and Jinhwang mango, offer a range of flavors and textures, enhancing their appeal in the market [10][11]. Group 3: Market Expansion and Economic Impact - In 2024, over 30 enterprises from Tianyang will actively promote their products in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, aiming to expand their market presence [17][18]. - A successful partnership between 23 Tianyang agricultural enterprises and 25 eastern merchants resulted in over 100 million yuan in orders, establishing a solid market foundation for the region's mangoes [20][21]. Group 4: Tourism and Local Economy - The Baise mango industry is contributing to local agricultural tourism, with a 200,000-acre eco-tourism area becoming a popular destination for visitors [24][25]. - The region is developing a unique industrial tourism model, allowing visitors to engage in educational activities related to mango cultivation and processing [27][29].

Core Viewpoint - The event marks the introduction of Baise mangoes from Guangxi into the Beijing market, showcasing the region's agricultural products and enhancing market presence [2][5][9]. Group 1: Baise Mango Overview - Baise mango is a specialty product from Baise City, Guangxi, recognized as a national geographical indication product [6]. - The mango cultivation area has expanded to 1.25 million acres, with a production volume of 1.22 million tons, accounting for approximately 23% and 25% of the national totals, respectively [7][8]. - The projected production for 2025 is 1.28 million tons, with a combined output value exceeding 21 billion yuan, benefiting around 200,000 farming households with an average income increase of over 20,000 yuan per year [9]. Group 2: Product Characteristics and Marketing - Various mango varieties were showcased, including "Guiqi Mango" known for its high sweetness and fine texture, "Tainong Mango" with a rich aroma, and "Jinhuang Mango" noted for its vibrant color and shape [10][11]. - The Baise mango industry emphasizes planned development and scale, implementing a unified approach in technical standards, product image, quality requirements, brand identity, and marketing to ensure consistency and brand integrity [15][16][17]. - Baise mango has been recognized in the top 100 geographical indication regional brand value evaluations for five consecutive years, currently ranking 31st with a brand value of 11.135 billion yuan [17][18]. Group 3: Market Expansion and Promotion - The region has effectively developed the "Bai Xiang Bai Se" public brand, incorporating 21 geographical indications and prioritizing 32 mango production enterprises for brand usage [21][22]. - Legislative measures have been enacted to support the mango industry, including the establishment of development regulations and annual announcements of unified market launch dates [23][24]. - The government has facilitated marketing efforts through 50 promotional events in major cities and the establishment of a dedicated high-speed train service for Baise mangoes, enhancing market outreach [25][26]. Group 4: Product Diversification - The exhibition featured not only fresh mangoes but also processed products such as dried mango, mango juice, and mango jam, showcasing the diversification of the Baise mango industry [28][30]. - The city has established four agricultural processing parks focused on deep processing of fruits, with a processing capacity of 300,000 tons, catering to diverse consumer needs [29][30].

Core Insights - The price of durians has significantly dropped this summer, with wholesale prices falling from 69.26 yuan/kg in April to 51.38 yuan/kg by May 23, marking a 25.8% decrease [5][17]. - This price collapse reveals deep-seated contradictions within the durian industry, affecting both consumers and producers [7][19]. Historical Context - Durians were introduced to China in the 1980s through small-scale trade, initially being a luxury item for expatriates [8][10]. - The entry of Thai durians into the Chinese market accelerated after China's WTO accession in 2001, leading to increased imports and a rise in consumer accessibility [12][14]. Supply Chain Dynamics - The breakthrough in cold chain technology has significantly reduced spoilage rates, allowing for more efficient distribution of durians from Thailand to Chinese markets [14][16]. - Companies like Hongjiu Fruits have established a supply chain system that connects Southeast Asian farms directly to Chinese consumers, enhancing market influence [16]. Market Challenges - The oversupply of durians, driven by increased production in Thailand and neighboring countries, has led to a significant drop in prices and quality issues [17][19]. - Consumers are becoming more cautious, preferring smaller, ripe durians over larger, unripe ones, indicating a shift in purchasing behavior [21][23]. Industry Evolution - Traditional trade models are being disrupted by new retail platforms that connect consumers directly with producers, reducing the role of middlemen [26][28]. - The rise of domestic durian production in Hainan is generating mixed reactions, with consumers hoping for quality improvements while questioning pricing strategies [33][36]. Future Outlook - The durian industry is expected to undergo a transformation, focusing on quality control and sustainable practices to avoid past mistakes of overproduction [36][43]. - Investment opportunities may arise in areas such as domestic durian cultivation technology and quality detection methods, emphasizing the need for a shift from scale to value [42][45].

证券研究报告·公司深度研究·饮料乳品 欢乐家（300997） 供应链稳步进阶，产品渠道多元并进 2025 年 06 月 16 日 增持（首次） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,923 | 1,855 | 1,863 | 1,974 | 2,144 | | 同比（%） | 20.47 | (3.53) | 0.42 | 5.99 | 8.61 | | 归母净利润（百万元） | 278.39 | 147.38 | 151.35 | 167.05 | 186.17 | | 同比（%） | 36.85 | (47.06) | 2.69 | 10.37 | 11.45 | | EPS-最新摊薄（元/股） | 0.64 | 0.34 | 0.35 | 0.38 | 0.43 | | P/E（现价&最新摊薄） | 25.99 | 49.10 | 47.81 | 43.32 | 38.87 | [Table_Tag] [T ...

苹果周报：需求表现一般 果价变化不明显 银河大宗农产品 研究员：刘倩楠 期货从业证号：F3013727 咨询从业证号：Z0014425 第一部分 逻辑分析及交易策略 内容摘要 GALAXY FUTURES 1 现货分析 供给分析 需求分析 交易策略 苹果现货分析 栖霞一二级纸袋80#（元/斤） 洛川半商品纸袋70#（元/斤） 0 1 2 3 4 5 6 7 1-1 1-14 1-27 2-9 2-22 3-7 3-20 4-2 4-15 4-28 5-11 5-24 6-6 6-19 7-2 7-15 7-28 8-10 8-23 9-5 9-18 10-1 10-14 10-27 11-9 11-22 12-5 12-18 12-31 栖霞一、二级纸袋80# 2020 2021 2022 2023 2024 2025 0 1 2 3 4 5 6 1-1 1-14 1-27 2-9 2-22 3-7 3-20 4-2 4-15 4-28 5-11 5-24 6-6 6-19 7-2 7-15 7-28 8-10 8-23 9-5 9-18 10-1 10-14 10-27 11-9 11-22 12-5 12 ...

文｜《好博会》报道组罗宁 【期数】No.37 【人物】中泰跨境产业集团董事长 李胜辉 【TA说】以前大家开榴莲就像开盲盒，但现在不仅能保证品质，还让更多人实现了榴莲自由。 云南昆明，一间仓储中心内，李胜辉盯着传送带上滚动的金枕榴莲，指尖还残留着清晨从泰 国果园传来的气息。 2024年，他在拼多多的榴莲店铺"卖爆了"，一年实现100多万单销量，最多时一天发货2万 单。"榴莲好吃，但真的不是越贵越好！核心是新鲜、树熟、品种对路、保存得当！"—— 他站在库房一大堆包装好的榴莲前，滔滔不绝地讲起了榴莲的相关知识。 （李胜辉电商团队主播，摄影者：闵杉） 每个榴莲都很"娇气" 人人都知榴莲香甜软糯，但作为榴莲电商的一名从业者，李胜辉的故事却非"一甜到底"。 "2022年，受外部环境影响，公司赔了很多钱，业务也备受股东们的质疑。"回忆起曾经的 那段时光，李胜辉认为，这是国内逐渐兴起的消费潮流和消费习惯为自己带来了改变："平 台和直播电商的兴起，帮我们把量做起来了。" 真正支撑他的，是对榴莲发自内心的热爱。"榴莲很娇气，成熟期短到只有12小时黄金窗 口，太早摘是生包，太晚摘会裂开烂掉。过去交通不便的时候，榴莲运输成本高，树上 ...