苹果周报：新一期入库量公布 果价稳中有涨 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 ◼ 交易策略 GALAXY FUTURES 内容摘要 1 227/82/4 228/210/172 181/181/181 87/87/87 文 字 色 基 础 色 辅 助 色 137/137/137 246/206/207 68/84/105 210/10/16 221/221/221 208/218/234 ◼ 现货分析 ◼ 供给分析 ◼ 需求分析 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 ...

Core Insights - The article highlights the transformation of the traditional agricultural village of Yaoshan in Suzhou, which is known for its ancient osmanthus trees, into a modern cultural and tourism hub, leveraging its historical and ecological resources [1][3][6]. Industry Overview - Yaoshan village, with its 2,500 acres of osmanthus trees, has historically been a significant producer of osmanthus flowers, contributing 70% of the total production in the region [4][5]. - The village faced a decline in osmanthus flower prices, dropping from 18 yuan per jin ten years ago to as low as 2-3 yuan per jin at one point, leading to a significant reduction in income for local farmers [5][6]. Transformation Strategies - The village is adopting a model similar to Hangzhou's Manjuelong, focusing on creating a cultural tourism experience rather than just selling raw materials [6][9]. - The introduction of "osmanthus-loquat intercropping" has been implemented to enhance income, with farmers reporting increased yields and profits from both crops [7][8]. Product Innovation - New products such as "800-year ancient osmanthus limited sugar osmanthus" have been developed, selling for 198 yuan per bottle and demonstrating the commercial value of ancient osmanthus trees [6][9]. - The village has also launched innovative products like "ancient osmanthus loquat jam," which has gained popularity and is part of a strategy to differentiate from competitors [10]. Cultural and Tourism Development - The village has initiated cultural tourism activities, including guided tours and experiences related to osmanthus, which have significantly increased visitor numbers and local income [11]. - The local government has supported these initiatives with financial incentives for the preservation of ancient osmanthus trees and infrastructure improvements [11].

Core Viewpoint - The apple industry in Luochuan, Shaanxi Province, is experiencing significant growth, with a total production of 1.2365 million tons, driven by improved agricultural practices and technology [1][4]. Production and Sales - Luochuan's total apple production reached 1.2365 million tons, with late-ripening apples accounting for 914,800 tons; fresh fruit sales have already reached 830,000 tons, representing 90% of the late-ripening apple production [1]. - The implementation of advanced irrigation systems and agricultural techniques has led to increased apple quality and sales, with farmers reporting significant income from their harvests [2][4]. Technological Advancements - The introduction of automated sorting and grading systems in apple processing facilities has enhanced efficiency, with nearly 10,000 tons of late-ripening apples being sold through both online and offline channels [4]. - The establishment of new orchards and protective measures, such as hail nets, has improved production conditions, while extensive training programs for farmers have been conducted to enhance their skills [4][6]. Market Expansion - Luochuan apples are being marketed through various channels, including e-commerce and cross-border sales, with a reported 60% repurchase rate from consumers [4]. - The local government and agricultural organizations are focusing on upgrading old orchards and implementing key technological measures to further improve apple quality and brand recognition [6].

生态质量的跃升让群众获得感倍增。2024年，通辽市空气质量优良天数达342天，较2020年增加9 天，细颗粒物浓度累计下降17.6%；地表水国考断面水质优良率从40%提升至60%。大唐通辽科左后旗 光伏治沙项目更展现出"板上发电、板下生绿"的魔力，运维主任孙海东介绍："两年前还是荒沙，现在 光伏板下牧草没过脚踝，每年发绿电1.8亿千瓦时，相当于节约5.9万吨标准煤。"如今，该市单位GDP二 氧化碳排放降低23.16%，能耗强度累计下降18.5%，生态保护与经济发展形成良性互动。 从西辽河的粼粼波光到沙地上的光伏蓝海，通辽用五年实践印证了"绿水青山就是金山银山"的深刻 内涵。这片曾经饱受生态之苦的土地，如今正以绿色为底色，以创新为笔墨，在科尔沁大地上描绘着生 态美、产业兴、百姓富的壮丽画卷，也让人们看到了人与自然和谐共生的美好未来。 治沙与致富的深度融合，让黄沙变"金沙"。每年春季，通辽大地上的"塞外红"种植农户都会忙着给 苹果树剪枝。"这果树既能卖钱，又能固沙，好处多得很！"科左中旗敖包苏木巴彦敖包嘎查村民王春生 介绍，"这果树耐寒抗旱，盛果期一亩地能结750公斤果子，林下还能搞养殖，咱这也是一地双收！"目 ...

Core Insights - The article highlights the significant role of financial support from Agricultural Bank in promoting agricultural modernization and rural revitalization in Guang'an, Sichuan, particularly through the cultivation of citrus fruits like lemons and oranges [1][7]. Financial Support and Impact - Agricultural Bank provided tailored financial solutions, including a 2 million yuan credit loan to support local farmers in expanding their operations and improving infrastructure, such as cold storage facilities [2][4]. - The bank's proactive approach in addressing the financial needs of farmers has led to increased production and sales, with one farmer expecting a production value of 2 million yuan from lemon cultivation this year [1][6]. Agricultural Development - The transformation of previously barren land into productive orchards is exemplified by the success of local farmers like Liu Maoshan, who has significantly increased citrus production through financial assistance [3][4]. - The article notes that the total agricultural loans from Agricultural Bank in Guang'an reached 7.995 billion yuan by the end of October 2025, with a notable increase in loans to farmers [7]. Market Expansion - Farmers are leveraging e-commerce platforms to promote their products, aiming for significant sales targets, such as 600 daily orders for citrus fruits [4][5]. - The successful marketing of local products has led to broader distribution, with citrus fruits being sold in major cities like Chengdu, Chongqing, and Beijing [6].

Core Insights - The article highlights the successful transformation of Liuliu Village in Tiandong County, Guangxi, showcasing the effective connection between poverty alleviation and rural revitalization efforts [2][3] Infrastructure Development - The improvement of infrastructure, particularly the construction of industrial roads, has significantly enhanced the transportation of mangoes, reducing damage during transit and increasing market prices by 0.6 yuan per kilogram [2][3] - The village has seen a rise in living standards, with modern amenities and public facilities contributing to a better quality of life for residents [2] Agricultural Innovation - Liuliu Village has partnered with Xiangguang Agricultural Company to implement advanced agricultural techniques, leading to higher prices for mangoes, with premium fruits selling for 7 yuan per kilogram [3] - The village's dual production of mangoes and cherry tomatoes generates an annual output value of 38.7 million yuan [4] Employment and Income Generation - The collaboration with Xiangguang has created job opportunities for over 80 villagers, with an average annual income increase of 12,000 yuan per person [3] - In Guigang City, the development of facility agriculture has attracted 238 projects, creating employment for 23,000 rural workers and increasing farmers' income by over 6,800 yuan [5] Health and Social Support - Guangxi has established a layered support system for low-income populations, focusing on employment and community integration to prevent poverty recurrence [6] - The region has achieved a high success rate in treating chronic diseases, with a 99.99% treatment rate for major illnesses since 2021 [5][6]

Core Insights - The development of the Yulu fragrant pear industry in Xixian County is being closely monitored by the local disciplinary inspection and supervision authorities to ensure the effective implementation of agricultural policies and to address farmers' urgent issues [1][2] Group 1: Industry Development - The Yulu fragrant pear industry is a traditional specialty in Xixian County, with projected production exceeding 100 million pounds and a value of 330 million yuan by 2025 [2] - The county's disciplinary inspection and supervision authorities are focusing on the entire supply chain of the Yulu fragrant pear industry to address development challenges through precise supervision [2] Group 2: Policy Implementation and Oversight - The local authorities have implemented direct financial assistance to farmers, ensuring that disaster relief funds are not misappropriated, which has increased farmers' confidence in pear cultivation [1] - Recent investigations revealed misuse of disaster relief funds by local officials, leading to disciplinary actions against those involved and recommendations for better management of relief funds [1] Group 3: Infrastructure and Risk Management - The authorities are addressing infrastructure issues such as storage difficulties and disaster preparedness by promoting the renovation of old orchards and the construction of temperature-controlled storage facilities [2] - There have been strict penalties for personnel in the fruit service center who failed to perform their duties during hail disaster prevention efforts, highlighting the commitment to risk management in the industry [2]

令大家惊喜的是，高原的强紫外线与昼夜温差，竟然催生了苹果的"芽变反应"：果实着色度高达 90%，糖度更是飙升，果香格外浓郁。 "我们的苹果不用催熟剂，自然生长180天以上，咬一口脆甜爆汁！"张岱拿起一颗红富士，语气中 满是自豪。如今，贡嘎县的矮化苹果产业已经形成了早熟嘎啦、中晚熟高山富士等多样化特色品种矩 阵。 深秋时节，西藏山南市贡嘎县的万禾农业矮化苹果种植基地里，红彤彤的苹果压弯了枝头。吉雄镇 刘琼村村民嘎珍挎着果篮，熟练地采摘苹果。 "以前，这里曾是西藏冬春季风沙最大的地方之一，沙子一吹起来，眼睛都睁不开，生活真是苦不 堪言。"回忆起往日生活，嘎珍不禁摇了摇头。 转变始于2019年，贡嘎县决定引进矮化苹果种植技术，开启一场前所未有的绿色革命。"高原荒滩 种苹果？当时谁心里都没底。"贡嘎县万禾农业有限责任公司品牌营销负责人张岱笑道。 正是这份不确定，激发了他们探索的勇气。团队3次远赴陕西延安、山东烟台等地取经，最终选定 了耐寒抗旱的矮化砧木，并引入了以色列的滴灌系统，精准控水，为苹果的生长提供了最佳条件。 去年，贡嘎县还推出了"政府+企业"的联营模式，组建了万禾、千禾两家农业公司，引入市场化运 营机制。企 ...

Core Insights - The article highlights the efforts of Changhua Town in promoting industrial development, addressing challenges, and fostering integration through a party-led initiative aimed at enhancing the capabilities of party organizations [1][3]. Group 1: Industrial Development - Changhua Town focuses on revitalizing underutilized land and addressing issues of industrial homogeneity by collaborating with leading enterprises to cultivate 9,000 acres of low-efficiency forest and abandoned land for the large-scale planting of lychee and longan [3][4]. - The "branch + enterprise + farmer" model in Xincheng Village has successfully developed unique tropical fruit industries, such as Arus melons and "Little Golden Pearl" melons, creating over 20,000 job opportunities annually for local residents [3][4]. - The establishment of the Gucheng Market Agricultural Product Exhibition Center in Changcheng Village utilizes idle land to create a new business model that combines ancient city culture with agricultural product sales [3][4]. Group 2: Community Engagement and Support - The party committee organized members to engage with the community, explaining policies and facilitating the completion of land acquisition and relocation for key projects [4]. - Party members provided precise support to enterprises by addressing practical issues related to water, electricity, and road construction for projects like the Xincheng Village breeding center and the Xiantian Village lychee garden [4]. Group 3: Ecological and Cultural Integration - Changhua Town explores the integration of ecological advantages with industrial development, transforming natural resources into economic benefits through events like non-heritage markets and dragon boat races [4]. - The town encourages the development of "Beautiful Fishing Villages" in Xiantian Village, leveraging natural conditions to enhance cultural tourism and create a vibrant local identity [4].

辽奉两地情谊绵延三十余载。省发展改革委相关负责人介绍，自1993年辽宁省与奉节县牵手建立对 口支援关系以来，从资金注入到项目援建，从人才培养到市场开拓，辽宁已累计投入援助资金5.29亿 元，援建项目137个，用实打实的举措诠释"山海情深"。 作为带动三峡库区群众增收致富的特色农业支柱，奉节脐橙拥有69.6万亩农产品地理标志地域保护 范围，年产量达106.25万吨，综合产值突破104亿元，品牌价值达381.7亿元，主产区现已拓展至重庆市 奉节、云阳、巫山、开州四大区县，形成规模化、标准化的产业发展格局。 11月11日，奉节脐橙全球订货会辽宁分会场活动在沈阳举行，11家销售企业集中签约，达成2万吨 奉节脐橙采购协议，总金额1.4亿元。2021年以来，"奉上好品"在辽宁累计销售超8.53万吨，销售额突破 7.82亿元，其中脐橙销售占比超八成。 ...