苹果周报：需求表现尚可 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 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 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 ...

Group 1 - The Guangdong government has released a plan to boost consumption, which includes creating one million new jobs and increasing pension benefits [7][9][10] - The plan emphasizes the development of local employment services and supports flexible employment for migrant workers and returnees [8][9] - It also aims to enhance the basic pension and medical insurance subsidies for urban and rural residents [9][10] Group 2 - A comprehensive governance plan has been introduced to address the misuse of food additives, focusing on excessive use beyond limits [12][13][14] - The initiative involves a nationwide effort to manage food additives from farm to table, targeting specific issues of overuse [14][15] Group 3 - The Zhongshan region is experiencing a surge in demand for its freshwater fish, particularly the "Crispy Meat Fish," which is gaining popularity in the Vietnamese market [38][40] - The Zhongshan Food and Aquatic Products Import and Export Group reported a stable export value of $20 million in the first quarter [42]

Core Viewpoint - The "Chengcheng Cherry Sweet" brand promotion event successfully took place in Shanghai, aiming to enhance the visibility and market reach of Chengcheng cherries, which are positioned as a high-quality agricultural product from Shaanxi province [3][11]. Group 1: Event Overview - The promotion event was held on May 8, organized by the Shaanxi Provincial Department of Agriculture and Rural Affairs, showcasing the collaboration between Chengcheng County and Shanghai [3]. - The event featured various activities including keynote speeches, brand promotion, and on-site tasting, attracting representatives from government, businesses, media, and the public [3][5]. Group 2: Product and Market Positioning - Chengcheng County is located in the cherry-growing region at 35° North latitude, with a cultivation area of 100,000 acres, an annual output of 80,000 tons, and a production value of 3 billion yuan [5][11]. - The county aims to establish itself as "China's Cherry Capital," integrating cherries as a key product within its agricultural framework, which includes apples and other specialty fruits [5][11]. Group 3: Quality and Innovation - The average sweetness of Chengcheng cherries is reported to be above 16, with high firmness and nutritional value significantly exceeding that of apples [10]. - Chengcheng has established national-level research platforms and is cultivating over 30 premium cherry varieties, ensuring a continuous supply from January to July [7][10]. Group 4: Market Expansion and Consumer Engagement - The promotion event emphasized the importance of Shanghai as a key market for Chengcheng cherries, aiming to enhance brand recognition and quality certification [13]. - The event included a tasting session featuring fresh cherries and processed products, generating positive feedback from attendees and encouraging immediate purchases [10][15]. Group 5: Future Initiatives - Chengcheng County plans to hold the sixth "Chengcheng Cherry Marketing Season" and a conference on high-quality development of the cherry industry on May 20, inviting broader participation and collaboration [15].

Core Viewpoint - The article highlights the transformation of the lychee industry in Gaozhou, Guangdong, through the efforts of three generations of the He family, showcasing a shift from traditional farming to modern agricultural practices and e-commerce strategies, ultimately enhancing the economic viability of the lychee business and promoting local culture [1]. Group 1: Historical Context - The lychee industry in Gaozhou was initially underdeveloped, with low prices and poor sales channels, leading to minimal profits for farmers [9][19]. - In the 1970s, the industry relied heavily on natural conditions, and farmers struggled to sell their produce, often resorting to rudimentary methods to improve yields [20][22]. - The 1980s brought opportunities for growth as market prices improved, prompting the younger generation, including He Jianhe, to engage in lychee farming [25][26]. Group 2: Innovations and Improvements - He Jianhe, initially a carpenter, adopted innovative farming techniques, including pruning and spacing trees for better sunlight and water access, which significantly improved the quality and yield of lychees [34][36]. - By 2008, He Jianhe's orchard became a demonstration site for lychee variety improvement, attracting local farmers to learn modern agricultural practices [40][42]. - The establishment of a cooperative in 2013 allowed for better coordination among farmers, leading to increased profits through direct supply chains and cold chain logistics [45][48]. Group 3: Modernization and E-commerce - The younger generation, represented by He Xiongbing, has embraced e-commerce, utilizing social media and online sales to reach customers directly, significantly increasing sales [64][68]. - The introduction of innovative packaging and branding strategies has helped differentiate their products in the market, with over 70% of sales coming from e-commerce channels by 2022 [68][69]. - The integration of modern technology in farming and sales has transformed the lychee industry into a comprehensive economic model that includes agriculture, e-commerce, and cultural promotion [85][86]. Group 4: Cultural and Economic Impact - The He family's efforts have not only revitalized their own business but have also contributed to the broader economic development of Gaozhou, making lychee farming a key economic pillar for the region [43][87]. - The combination of lychee cultivation with cultural tourism initiatives has led to the emergence of various related projects, enhancing the local economy and attracting visitors [88][90]. - The ongoing transformation reflects a shift towards a more integrated approach to agriculture, combining traditional practices with modern technology and marketing strategies [92].

桐庐钟山乡是远近闻名的蜜梨之乡，不过这段时间，它却因为蓝莓"火出圈"了。 起因是位于陇西村的蓝莓智创园。这里的蓝莓住在干净洁白的"大房子"里，由数字"喂养"，每 天"体检"，好品种+技术调控让杭州市民在3月底就可以吃到又大又甜的新鲜蓝莓。 "我们与市农科院进行了深度合作，起初选了30多个品种在这里试种，最后留下了产量高、品质 好、最适宜在这边生长的4个品种，接下来我们还会一边引进好品种，一边开发具有陇西村特色的'适地 良种'。"钟林炳介绍。 目前，蓝莓智创园里正在运行的智慧蓝莓大棚共有25亩，在此基础上，今年又新增了1个大棚，占 地10亩，将在下半年投用。在蓝莓产业带动下，智创园还在近两年吸引了不少创业者前来种植火龙果、 草莓等，园内规划了采摘体验区、科普研学基地及农创服务中心，打造集科研、生产、文旅于一体的现 代农业综合体。 "以陇西村为试验点，我们正在广泛推广'数字蓝莓'模式，希望为乡村振兴提供可复制的样本。"钟 林炳说。 为什么选择种蓝莓？钟山乡农办主任袁海涛告诉记者，其实早在智创园建成前，钟山乡就有很多个 体户种蓝莓，全乡种植面积加起来有3000亩，但主要是露天种植，且缺乏好品种和好的种植技术，蓝莓 ...

Core Insights - The article highlights the efforts of Yangyu Town in Wenxi County, Shanxi Province, to enhance the apple industry through improved varieties, deep processing, and organic agricultural inputs [1][2][3] Group 1: Industry Development - Yangyu Town is recognized as a pollution-free apple production demonstration base by the Ministry of Agriculture and Rural Affairs, benefiting from favorable climatic conditions for high-quality apple growth [2] - The introduction of new apple varieties, such as the "Chicken Heart" apple, has led to increased yields and higher income for farmers, with reported earnings of at least 12,000 yuan per mu compared to 8,000 yuan for older varieties [2] - The town is focusing on building an ecological agricultural system that includes apples, peaches, hawthorn, and medicinal herbs, aiming to activate all elements of the industry chain [1] Group 2: Processing and Technology - The development of the freeze-drying industry in Yangyu Town is a key strategy to enhance the fruit processing sector, with advanced technology preserving over 98% of the nutritional content of the fruits [3] - The local freeze-drying facility can process over 10,000 kg of fresh fruit daily, producing more than 1,000 kg of freeze-dried products, which are distributed to various provinces [3] - The establishment of a fruit preservation warehouse with a capacity of 130 million kg has been funded by local government investments, addressing storage needs for local apple production [4] Group 3: Investment and Collaboration - The local government has invested 3.6 million yuan in building a fruit preservation facility and has collaborated with private companies to enhance the apple industry through infrastructure development [4] - A total investment of over 10 million yuan has been made in the construction of a freeze-drying base, with both government and private sector contributions [4]

大宗商品研究所 农产品研发报告 农产品日报 2024 年 05 月 07 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 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日份格 | 下一工作日份 | 涨跌 | 指标 | 今日价格 | F-工作日价 | 涨跌 | | 格 | | | | | | 相 | | | 宮千卒業外掲指数 | 103.65 | 103.65 | 0.00 | 洛川半商品纸袋70 | 4.30 | 4.30 | 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 | 7.69 | 7.63 | 0.06 | | 期货价格 | | | | | ...

坚持生态优先、绿色发展，奋力推进和美乡村建设,在推动"两山"转化上争作表率 三亚育才生态区：绿色发展启新程 海南日报全媒体记者 刘杰 回望历史，75年前，海南岛迎来了解放，琼州大地迎来了新生。 凝视当下，75年过去，三亚已经实现了跨越式的发展，从祖国南端的小渔村蝶变成为世界闻名的滨海旅 游城市。 今年是海南自贸港封关运作、扩大开放之年，意义重大。在自贸港建设的大背景下，作为三亚"后花 园"的育才生态区，也踏上了发展的新征程。近年来，育才生态区坚持生态优先、绿色发展，在保护生态环境 上走在前，在推进和美乡村建设上当示范，在推动"两山"转化上作表率，聚力打造生态文明高地、"新奇特 优"热带优异果蔬园地和乡村全面振兴示范地。 护好这片"绿" 打造生态文明高地 "咔!咔!咔!"随着快门不停地按下，镜头定格了育才生态区的绝美景色。照片里风吹稻田，绿意盎然，一 片生机勃勃。今年"五一"假期，不少摄影爱好者来到育才生态区拍照打卡。"希望通过我的镜头能让更多人看 到育才生态区的美。"摄影爱好者袁永东兴奋地说。 镜头里的这份绿意，是育才生态区推进高质量发展的鲜明底色。用实际行动守护好这片"绿"，是"生态优 等生"育才生态区一以 ...

"柑橘、猕猴桃、茶叶是我们的三大宝贝，连片种植面积已达60万亩，形成年销售收入超120亿元的产业 集群。"日前，在四川省成都市举行的"万千气象看四川·县域经济高质量发展"系列主题新闻发布会蒲江 专场上，蒲江县委副书记、县长赵钢分享了县域经济高质量发展的实践与成果。 "冬无严寒，夏无酷暑，充沛的阳光和雨露、优良的空气和水质、富含多种矿物质的紫色土壤，孕育出 了蒲江柑橘独特品质，2024年，蒲江优质农产品网络零售额突破38亿元，出口北美、东南亚等国家和地 区超过5万吨。"蒲江县农业农村局局长吴疆介绍。 品牌化战略激活蒲江县全产业链价值。吴疆表示，蒲江县创新开发柑橘巧克力、猕猴桃果酒等10余种产 品，孵化"长秋禅橘"等30余个品牌，"蒲江爱媛橙""蒲江猕猴桃"成为"碳标签"农产品。此外，蒲江丑 柑、蒲江猕猴桃、蒲江雀舌三大品牌总价值达到了426.57亿元，蒲江也成为拥有3个地标品牌且全部进 入中国区域品牌榜单前40强的唯一县级城市。 农产品卖得远，产业配套功不可没，蒲江县建成了生鲜水果从田间到餐桌完备的冷链物流产业体系。数 据显示，当地培育和引入仓储冷链经营企业240余家、电商主体7800余家、配套包材生产企业30 ...

甜蜜开 篇，"荔"聚高州 ！2025高州荔枝 产销对接大会5 月10日举办！_ 南方+_南方plus 五月的高州丹荔 如星，随着特早 熟品种三月红上 市，一年一度的 荔枝产业盛会 ——2025高州荔 枝产销对接大会 暨高州荔枝定制 活动，将于5月 10日在中国荔枝 产业大会会址开 幕。活动由茂名 市农业农村局、 高州市人民政府 主办，将正式发 布2025年高州荔 枝产业基本情 况、2025高州荔 枝十大"荔"新措 施及荔枝质量分 级标准，推出采 收商手册、高州 荔枝优质果园名 录，以深入推进 高州荔 枝"12221"市场 体系建设，提升 2025年高州荔枝 市场竞争力和品 牌影响力，打造 兴业富民的百亿 特色产业。 高州是全国最大 的荔枝主产县 域，拥有荔枝种 本次活动是继2025茂名荔枝"12221"市场体系建设暨高州荔枝赏花叹蜜游春活动后，高州围绕荔枝"12221"市场体系建设推出的 又一重磅活动。突围赏花叹蜜活动上"十二花神"打卡根子贡园。 植历史最久、面 积最广、产量最 大、品质最优、 产业最强、品种 最全等六大突出 优势，荔枝产量 占广东四分之 一、占全国八分 之一，被誉 为"千年荔乡" ， 高州荔 ...