Core Viewpoint - The introduction of the targeted root precision spraying machine by Nanjing Forestry University has significantly improved the efficiency and cost-effectiveness of orange farming in Jiangxi province, leading to higher yields and better quality oranges [1][3]. Group 1: Technology and Innovation - The targeted root precision spraying machine was developed by the "Root Treatment" team at Nanjing Forestry University, aiming to deliver pesticides directly to root disease sites [3]. - The technology involves a three-step process: precise diagnosis, targeted spraying, and cost control, which enhances the effectiveness of pesticide application [3]. - The machine has increased the disease cure rate to 90% and saved over 1.15 million yuan annually in costs for the farm [1][3]. Group 2: Impact on Farming - The implementation of this technology has transformed the 1,000-acre organic navel orange plantation in Jiangxi, which previously faced challenges such as low yield and high costs due to root diseases [1]. - Farmers have reported improved orange quality, with uniform size and higher sweetness, leading to direct purchases from merchants [3]. - The technology is currently being utilized in 28 orchards across five provinces in China, with plans for further expansion to assist more farmers [3].

Core Insights - The article highlights the transformation of Zhanhua, a previously overlooked area on the southern shore of Bohai Bay, through the cultivation of a jujube variety known as "Zhan Dong No. 2," derived from a 600-year-old tree [1] - In 2024, the total output value of the Zhanhua winter jujube industry has exceeded 6 billion yuan, with exports reaching international markets [1] - Zhanhua exemplifies the concept of a "treasure" not being a result of natural advantages, but rather the ability to extract sweetness from adversity [1]

Group 1 - The article highlights the transformation of traditional agriculture in Xinyi City, Jiangsu, where kiwi farmers are leveraging e-commerce live streaming to enhance sales and market reach, shifting from relying on natural conditions to utilizing online traffic for profit [1][2] - The "Mimanyuan Family Farm" has expanded its kiwi planting area from 10 acres to 120 acres since 2014, employing a combination of greenhouse and open-air cultivation to extend the sales period and improve fruit quality [1][3] - The farm's owner, Li Rui, has successfully engaged in live streaming to promote his kiwis, growing his follower count to over 5,000 and attracting daily visitors for fruit picking [1][2] Group 2 - "Qifentian Agricultural Technology Co., Ltd." has also embraced live streaming, with a new employee quickly becoming a key member of the media team, leading to a significant increase in daily orders from single digits to hundreds [2][3] - The company plans to expand its kiwi planting area by over 300 acres to meet the growing demand, indicating a strong market opportunity driven by live streaming [2][3] - Both farming operations illustrate the potential of combining agriculture with new media, with one focusing on experiential marketing and direct sales, while the other emphasizes scale and professional talent recruitment to enhance competitiveness [3]

Core Insights - The apple harvest in Pingliang City, Gansu Province, is thriving, contributing significantly to rural revitalization and extending market supply periods with a focus on quality and variety [1][2][3] Group 1: Production and Yield - Pingliang City is located in a prime apple-growing region, benefiting from ample sunlight, significant temperature variations, and deep soil, resulting in high-quality apples [1] - Various counties in Pingliang have adjusted their apple varieties to create a staggered supply system, enhancing market competitiveness [2] - The average yield in the mature fruit period has exceeded 4,000 pounds per acre in certain areas, with specific counties projecting significant economic returns from their apple production [2] Group 2: Market Dynamics - The price of early-ripening apples has increased by 15% compared to the previous year, indicating strong market demand, particularly from buyers in Beijing [3] - Pingliang apples have gained recognition, with "Jingning apples" achieving a brand value of 18.086 billion yuan and receiving multiple national awards [3] Group 3: Technological and Management Innovations - The implementation of precise management techniques, including pest control and sugar enhancement, has been crucial for the successful apple harvest [2] - A modern development model has been established, focusing on technical guidance and collaboration between production and sales [2] Group 4: Brand Development - Pingliang is adopting a comprehensive approach to enhance the apple industry's quality and brand recognition, aiming for high-quality development across the entire supply chain [3]

Group 1: Chestnut Industry in Hubei - Hubei's Luotian County has harvested 62,000 tons of chestnuts this season, with local farmers actively involved in the collection process [1][3] - To enhance sales, Luotian County organized 9 live streaming teams across 11 main production towns, showcasing the entire process from harvesting to processing, resulting in 1,500 tons sold and generating sales revenue of 30 million yuan [3] - The local investment of 80 million yuan in expanding processing lines aims to improve quality and efficiency in the chestnut processing sector [3] - The total output value of Luotian's chestnut production is projected to reach 3.53 billion yuan this year [3] Group 2: Longan Industry in Xiamen - Xiamen's Tong'an District has over 30,000 acres of longan cultivation, benefiting from favorable weather conditions this year [4][6] - The expected longan production for the year is 45,000 tons, with a significant increase in fresh fruit sales and a peak season for longan drying processing [6] - Longan farmers have improved yields by 20% to 30% through variety enhancement, contributing to an annual output value of nearly 500 million yuan [8] Group 3: Pomegranate Industry in Yunnan - Yunnan's Daya County has over 8,000 acres of pomegranate cultivation, entering a peak harvest season [9][10] - The pomegranate harvest is expected to create job opportunities by absorbing idle labor from surrounding villages [12] - The projected output value for Daya's pomegranate production exceeds 70 million yuan this year [12]

| 第一部分 | 前言概要 | 2 | | | --- | --- | --- | --- | | 【行情回顾】 | | 2 | | | 【市场展望】 | | 2 | | | 【策略推荐】 | | 2 | | | 第二部分 | 基本面情况 | 3 | | | 一、行情回顾 | | 3 | | | 二、新季冷库苹果预计入库量高 | | 3 | | | 三、新季苹果陕西地区果径偏小 | | 4 | | | 四、旧季冷库苹果库存低 | | 新季苹果需求尚可 5 | | | 五、进出口情况 | | 7 | | | 六、替代品情况 | | 8 | | | 第三部分 | 后市展望及策略推荐 | 8 | | | 免责声明 | | | 10 | 农产品板块研发报告 苹果月报 2025 年 9 月 26 日 新果即将上市 果价或前高后低 第一部分 前言概要 【行情回顾】 期货方面，9 月份苹果期货主连价格大部分时间在 8200-8400 元/吨的 价格区间震荡，期间虽然期货价格曾一度跌至 8000 元/吨附近，但是之后 很快被拉回到震荡区间。苹果期货维持在高位震荡的主要原因是今年苹果果 径偏小优果率预计较差且预计收购价格偏高， ...

Core Insights - The hawthorn industry in Xintai City, Shandong Province, has become a significant source of income for local farmers, with a planting area exceeding 47,000 acres [2] Group 1 - The hawthorn harvest, transportation, and storage activities are currently underway in Xintai City as the fruit matures [2] - The local government has tailored the development of the hawthorn industry to suit the region's conditions, contributing to economic growth [2]

Core Points - The "Chinese Farmers' Harvest Festival" is celebrated nationwide, showcasing the achievements of rural development and the joy of farmers [1][2] - Various activities include performances, product showcases, and interactive programs that engage farmers as both participants and presenters [2][4] - The festival highlights the integration of modern agricultural technology, such as harvesting robots, which are demonstrated at local events [3] Group 1: Celebration Activities - The festival features vibrant celebrations with farmers taking center stage, including performances and interactive programs that allow them to share their stories [2] - In Tianjin, a large cooking demonstration using local agricultural products engages the community and promotes local flavors [2] - Events across the country attract significant public participation, with local products being showcased and sold [4] Group 2: Agricultural Technology - New agricultural technologies, such as strawberry and apple-picking robots, are showcased, emphasizing advancements in farming efficiency [3] - The robots utilize dual-vision recognition systems to identify and harvest fruits, demonstrating the potential for increased productivity in orchards [3] Group 3: Economic Impact - The festival serves as a platform for farmers to promote their products directly to consumers, enhancing their economic returns [4] - Local markets and online promotions during the festival encourage consumer engagement and support for regional agricultural products [4] - The event fosters a connection between urban consumers and rural producers, driving interest in local specialties [4]

Report Summary 1) Report Industry Investment Rating - The report suggests maintaining long positions in the short - term [2] 2) Report's Core View - New - season apples: Western late - Fuji is undergoing large - scale bag removal with sporadic red fruit trading, stable prices, and good buyer enthusiasm. In Shandong, the Red General trading is mostly finished, late - Fuji bag removal has just started. The Red General's price varies due to quality, and the price of early - picked Fuji is higher than last year. Double - festival stocking is in progress, and western rainfall may delay large - scale bag removal. Market has high expectations for the opening price of late - maturing Fuji, providing some price support [2] - Inventory apples: Affected by mid - maturing variety trading, the inventory turnover in Shandong has slowed down [2] 3) Summary by Related Catalogs Futures Market - The closing price of the apple futures main contract is 8446 yuan/ton, the main contract's open interest is 6315 hands, and the net long position of the top 20 futures holders is 3880 hands, with a net long position increase of 508 hands [2] 现货市场 - The spot prices of apples in Gansu Jingning, Shandong Yiyuan, Shaanxi Luochuan, and Shandong Yantai Qixia are reported, with some prices showing no change [2] Upstream Situation - The national apple output is 5128.51 million tons [2] Industry Situation - The weekly apple wholesale price is 9.7 yuan/kg (down 0.06 yuan/kg), the average weekly wholesale price of Fuji apples is 9.35 yuan/kg (down 0.03 yuan/kg) - The national apple cold - storage inventory is 16.32 million tons (down 4.59 million tons), Shandong's apple storage capacity ratio is 0.04 (down 0.01), Shaanxi's is 0 - The monthly apple export volume is 70,000 tons (up 20,000 tons), the monthly apple export value is 6973.9 million US dollars (down 153306.5 million US dollars), and the monthly import value of fresh and dried fruits and nuts is 645.5 million US dollars - The profit of first - and second - grade paper - bag 80 apple storage merchants is 0.3 yuan/jin [2] Downstream Situation - The weekly average wholesale price of tangerines is 8.09 yuan/kg (down 0.65 yuan/kg), bananas is 3.83 yuan/kg (up 0.11 yuan/kg), and watermelons is 5.52 yuan/kg (down 0.04 yuan/kg) - The early - morning daily average number of trucks arriving at the Guangdong Jiangmen, Xiaqiao, and Chalong wholesale markets shows different changes [2] Option Market - The implied volatility of at - the - money call and put options for apples is 23.48% and 23.47% respectively, with an increase of 0.52% and 0.51% [2] Industry News - Western late - Fuji is in large - scale bag removal, with sporadic red fruit trading. Shandong's Red General trading is mostly over, and late - Fuji bag removal has just begun [2]

但也是实话，这么一个交通不便利的地方，即将迎来属于它的绿油油的高潮。 牛油果季，来了。 这里，就是今天要聊聊的——孟连。在傣语里，这个城市的名字意为——寻找到一个好地方。名副其实，我们啊，确实寻找到了一个好地方。 这座藏在滇西南边陲的雨林小城，像是被时光遗忘的翡翠，静静地依偎在青山绿水间。 有意思，我们通常都是推荐交通方便的好地方。 这一次却反其道而行之，推荐了这个飞机高铁甚至火车都不到的边境小城。 马上到来的超长国庆假期，当城市喧嚣渐起，这里却正迎来一年中最诗意的季节—— 牛油果成熟，满城皆绿。它名气不大，却是中国最后一个傣族古 城。它偏安一隅，却私藏了无数令人惊叹的风景和美食。它看起来与世无争，却有着民族风情的绚丽与牛油果的盛景。 去云南尽头，与极绿仙境。 01 云南尽头，隐秘的雨林小城 没有人刚来孟连就会兴致满满，甚至在好几年前，并没有人特地来一趟孟连。大体都是，来到了普洱，或者来到西双版纳，发现在还有这样一颗边陲明 珠，便思虑再三， 来待上两日。 待了之后，顿时豁然开朗。用博主荒野大丽花的话来说，就是绚丽、美味和自由。路边走一半停下来，不是河流就是湿地公园。 偶尔有牛儿走过，和这绚烂的民族风情，又能融 ...