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亚洲果业(00073)公布年度业绩 公司拥有人应占亏损2400万元 同比减少6.3%
智通财经网· 2025-09-30 14:37
公告称,亏损减少主要归因于并无物业、厂房及设备减值亏损约990万元以及折旧减少约890万元,唯被 按公允价值计入损益的金融资产的公允价值变动减少约 770万元,员工成本增加约 540万元以及与少数 股东分担一般及行政开支所抵销。 智通财经APP讯,亚洲果业(00073)公布截至2025年6月30日止年度业绩,收入约7540万元,同比减少 55.3%;公司拥有人应占亏损2400万元,同比减少6.3%;每股基本亏损1.611元。 ...
亚洲果业公布年度业绩 公司拥有人应占亏损2400万元 同比减少6.3%
Zhi Tong Cai Jing· 2025-09-30 14:36
Core Points - The company reported a revenue of approximately 75.4 million, representing a year-on-year decrease of 55.3% [1] - The loss attributable to the company's owners was 24 million, a reduction of 6.3% compared to the previous year [1] - Basic loss per share was 1.611 [1] Financial Performance - The decrease in loss was primarily due to the absence of impairment losses on properties, plants, and equipment amounting to approximately 9.9 million [1] - Depreciation expenses decreased by approximately 8.9 million [1] - However, there was a decrease in the fair value of financial assets recognized in profit or loss by approximately 7.7 million [1] - Employee costs increased by approximately 5.4 million [1] - General and administrative expenses were offset by contributions from minority shareholders [1]
苹果产业日报-20250929
Rui Da Qi Huo· 2025-09-29 09:52
Report Industry Investment Rating - No information provided Core Viewpoints - As of September 24, 2025, the apple cold storage inventory in the main producing areas of China was 121,800 tons, a decrease of 41,400 tons from the previous week. The storage capacity ratio in Shandong was 2.62%, a decrease of 0.89% from the previous week. The inventory removal speed in Shandong was slightly faster, and the remaining inventory was mostly concentrated in towns such as Qixia. The overall sales volume during the week was average. The trading of medium - ripe apples such as Anglin and Yanfu was active, while the sales of inventory apples were still average. As Hongjiangjun entered the later stage, the number of customers inspecting inventory goods increased slightly. The price of high - quality goods was relatively stable, while the price of farmers' general goods was weak. The driving effect of the Double Festival was average. It is recommended to pay attention to the bag - removing progress of late - Fuji apples. In terms of operation, it is recommended to maintain long positions in the short term [2] Summary by Directory Futures Market - The closing price of the apple futures main contract was 8,486 yuan/ton, and the position of the main contract was 107,796 lots, a decrease of 5,021 lots. The net long position of the top 20 futures holders was 4,442 lots [2] Spot Market - The spot price of apples in Gansu Jingning (paper - bagged above 75) was 4 yuan/jin, and that in Shandong Yiyuan (paper - bagged above 75) was 2.3 yuan/jin, with no change. The spot price of apples in Shaanxi Luochuan (paper - bagged above 70 semi - commercial) was 4.35 yuan/jin, and that in Shandong Yantai Qixia (paper - bagged above 80 first - grade) was 3.7 yuan/jin, with no change [2] Upstream Situation - The annual apple output in China was 51.2851 million tons, and the weekly average wholesale price of apples was 9.78 yuan/kg, an increase of 168.34 yuan/kg. The average wholesale price of Fuji apples was 9.28 yuan/kg, a decrease of 0.07 yuan/kg. The storage capacity ratio of Shaanxi apples was 0, and the monthly export volume of apples was 70,000 tons, an increase of 20,000 tons. The total inventory of national apple cold storage was 121,800 tons, a decrease of 41,400 tons. The storage capacity ratio of Shandong apples was 2.62%, a decrease of 0.89% [2] Industry Situation - The monthly import value of fresh, dried fruits and nuts was 645.5 million US dollars, and the monthly export value of apples was 69.739 million US dollars, a decrease of 153.3065 million US dollars. The weekly profit of storage merchants for first - and second - grade paper - bagged 80 apples was 0.3 yuan/jin. The weekly average wholesale price of tangerines was 8.33 yuan/kg, the weekly wholesale price of bananas was 3.83 yuan/kg, the weekly wholesale price of watermelons was 5.52 yuan/kg, the weekly average daily arrival volume of early - morning trucks at the Guangdong Jiangmen wholesale market was 16.2 vehicles, an increase of 4.2 vehicles [2] Downstream Situation - The weekly average daily arrival volume of early - morning trucks at the Guangdong Xiaqiao wholesale market was 20.2 vehicles, an increase of 6.24 vehicles, and that at the Guangdong Chalong wholesale market was 31.8 vehicles [2] Option Market - The implied volatility of at - the - money call options for apples was 24.72%, and that of at - the - money put options was 24.72%, an increase of 0.74% [2] Industry News - In the western producing areas, large - scale bag - removing is in progress, and the trading price of sporadic red apples is stable. However, there will be continuous rainfall for more than ten days, which may have an adverse impact on the quality of late - Fuji apples, and the proportion of high - quality fruits may decline. In the Shandong producing area, it is currently in the trading gap period, and the bag - removing work of late - Fuji apples has also started one after another. The inventory of farmers' Fuji apples continues to be digested, and transactions are mainly based on bargaining [2]
从枝头到全球:会东石榴借电商走出深山
Sou Hu Cai Jing· 2025-09-28 09:44
金秋九月,秋高气爽,在位于川滇交界、金沙江畔的凉山州会东县,迎来了软籽石榴丰收上市的旺季。以往藏于深山的"甜蜜果实",如今正借助电商网络, 源源不断地运往全国,完成从枝头到餐桌的"甜蜜跨越"。 果农丰收(会东融媒供图) 走进会东县山源商贸有限责任公司的石榴分拣打包仓库,机器运转声与工人的忙碌身影交织成丰收的乐章。工人们手眼并用地挑选果实、套袋装箱、粘贴快 递单,每个环节都有条不紊。据了解,该仓库每天需 50名左右工人协作,每人日均收入可达300至400元,让村民在家门口实现了增收。数据显示,当前该 仓库每日可发出石榴约6000多件,重量约5至6万斤,按照这一节奏,今年该公司软籽石榴通过电商渠道的总发货量预计将突破200万斤。 "我们前后考察了两三年,最终选定会东石榴,就是看中了它的独特优势。"四川天府菜篮子供应链管理有限公司产品总监李翊华表示,会东石榴的核心竞争 力在于"自然成熟",这里的石榴采摘期更靠后,果子能在枝头充分积累糖分,口感更清甜;加上当地交通便利,合作农户热情配合,为规模化销售打下了基 础。 此次合作中,四川天府菜篮子供应链管理有限公司联合凉山州农投公司,采用"天府菜篮子 + 凉芯农品"双品牌模 ...
借力电商 南胜蜜柚产销两旺
Sou Hu Cai Jing· 2025-09-24 10:46
Core Insights - The article highlights the successful integration of e-commerce in the sales of honey pomelo in Nansheng Town, leading to increased sales and market expansion [2] - The use of automated sorting lines and the involvement of e-commerce influencers have significantly boosted the sales of honey pomelo [2] E-commerce Development - Nansheng Town has leveraged e-commerce to connect honey pomelo producers directly with consumers, breaking traditional geographical sales limitations [2] - The town has focused on training e-commerce talents, conducting specialized training in e-commerce operations and live streaming skills to support industry growth [2] Sales Performance - The sales of honey pomelo have reached a total of 220 million yuan this year, with a continuous growth trend [2] - The company primarily sells honey pomelo in portable packages weighing between 2.54 kg to 4 kg, complementing larger fruit sales in supermarkets [2]
大连鲜李子首登非洲市场
Zhong Guo Xin Wen Wang· 2025-09-24 08:38
图为海关关员对出口鲜李子进行现场查验。 徐一丹 摄 大连作为我国水果主产区之一,凭借其独特的地理区位与气候条件,孕育出品类繁多、品质卓越的水 果。"安哥诺"李子作为其中的佼佼者,其果实硕大饱满,口感酸甜交织、清爽适口,耐储性强,深受海 外客户及消费者的喜爱。近年来,随着当地农业技术转型升级,李子产季从每年2月初延长至10月底, 产量也在逐步提升,已成为当地助农增收的优势产品。 "在以往,我们公司的鲜李子主要供应国内市场,对外仅出口至东南亚国家。近年来,随着共建'一带一 路'倡议的深入推进,我们紧抓时代机遇积极拓展海外市场,今年已先后打开了沙特阿拉伯、马尔代夫 等国际新市场,科特迪瓦是我们在非洲地区的第一个客户。"瓦房店涌泉果品有限公司总经理牟孝全 说。 为助力大连地区特色水果扩大出口,大连海关实地了解企业发展需求,主动向企业推送出口目的国家最 新准入政策,积极开展特色水果企业对外推荐注册工作;组织专家深入田间地头、果园基地、包装厂, 指导果农规范农业投入品使用、开展病虫害绿色防控,从源头确保出口农产品品质;在通关环节,开 辟"鲜活易腐农食产品绿色通道",最大程度确保出口水果的新鲜度。 大连鲜李子首登非洲市场 ...
苹果周报:西部优果率低果价稳定为主-20250922
Yin He Qi Huo· 2025-09-22 11:27
1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - Early - maturing apples have a poor high - quality fruit rate, and it is speculated that Fuji apples may also have a poor high - quality fruit rate. Continuous rainfall in the western production areas is expected to affect the quality. However, considering the current high prices, the apple market is expected to fluctuate in the short term [16] 3. Summary by Relevant Catalogs 3.1 Spot Analysis - This week, the supply of mid - maturing apples is increasing. The overall quality of Hongqian Fuji in the west is okay, but some have average chroma and redness due to long rainfall and short sunshine. The price of high - quality goods remains firm. In Shandong, the inventory goods are sold at a stable pace, with individual townships slowing down. The price of fruit farmers' goods is mainly stable. The Red General in Shandong has started trading, but the overall quality is poor, and it's difficult to organize a large amount of high - quality and red goods. The digestion speed in the sales area is stable, and the profit of early - maturing Fuji for merchants is limited due to high purchase prices [6] - Main production area prices: In Shandong Qixia, the price of 80 first - and second - grade striped apples is 3.50 - 4.50 yuan/jin, and the price of 80 first - and second - grade slice - red apples is 3.30 - 4.20 yuan/jin. For early - maturing varieties, the price of 80 starting Red General is 2.3 - 2.8 yuan/jin. In Shaanxi Yan'an Luochuan, the price of 70 and above early - maturing Fuji is 4.0 - 4.5 yuan/jin for the mainstream market, 4.7 - 4.8 yuan/jin for high - quality goods, and 3.6 - 3.8 yuan/jin for ordinary goods. In Baishui, Shaanxi, the price of 70 starting early - maturing Fuji is 3 - 3.3 yuan/jin [6] 3.2 Supply Analysis - As of September 11, 2025, the national cold - storage inventory ratio is about 1.94%, a decrease of 0.38 percentage points in this cycle (20250905 - 0910), and 0.98 percentage points lower than the same period last year. The inventory removal rate is 96.96%. The cold - storage capacity ratio in Shandong is 3.70%, a decrease of 0.58 percentage points, and the cold - storage shipment volume is slightly higher than last week. The cold - storage capacity ratio in Shaanxi is 1.54%, a decrease of 0.32 percentage points, and Shaanxi cold - storage is gradually clearing inventory [11] - As of September 10, 2025, the apple cold - storage inventory in the national main production areas is 20.91 tons, a decrease of 6.44 tons compared with last week, and the inventory shipment speed in Shandong is slightly accelerating [11] 3.3 Demand Analysis - In the Guangdong Chalong market, the number of early - morning arrival vehicles has slightly increased compared with last week, with an average of about 25.6 vehicles per day. The price of Shandong 80 late Fuji in baskets is 3.8 - 4 yuan/jin, and in boxes is 4.5 - 5.5 yuan/jin. The price of Luochuan Gala is 5.3 - 5.5 yuan/jin for 70 starting in baskets, and 6 - 7 yuan/jin for high - quality fruits. Recently, the arrival volume has increased slightly compared with the off - season, mainly Fuji apples, with a small amount of early - maturing Fuji. The high - quality basket - packed Fuji is sold well, while the box - packed ones are slow [14] - Substitute product price: On September 11, the average wholesale price of 6 key - monitored fruits is 6.84 yuan/kg, slightly lower than last Friday, and it is at the median of the same period in recent years [14] - Profit situation: The profit of 80 first - and second - grade storage merchants in Qixia in the 2024 - 2025 production season is 0.4 yuan/jin, the same as last week [14] - This week, the market arrival volume has increased, the overall sales are good, and the price remains stable. The arrival volume in the wholesale market continues to increase, mainly for the sales of early - maturing apples. The proportion of apples in the cold - storage is small, especially in the northwest. The overall sales of the early - maturing apple market are okay, with a fast sales speed before the Mid - Yuan Festival and a slowdown after the festival [14] 3.4 Trading Strategy - Unilateral: New - season apples may have a poor high - quality fruit rate, but the current price is high, so the market is expected to fluctuate in the short term [16] - Arbitrage: It is recommended to wait and see [16] - Options: It is recommended to wait and see [15]
浙江2025年首批柑橘出口加拿大
Zhong Guo Xin Wen Wang· 2025-09-19 11:24
Core Points - Zhejiang's first batch of citrus fruits has been exported to Canada, marking the beginning of the export season for the region's citrus fruits in 2025 [1] - The citrus cooperative plans to export a total of 600 tons of citrus fruits to Canada in nine batches this year, with future exports planned to Indonesia and Russia [2] - The "Lin Hai Honey Orange" brand has gained significant influence, contributing to local farmers' prosperity and rural revitalization [2] Group 1 - The citrus fruits exported from Taizhou are well-received by both domestic and international consumers due to their bright color and tender texture [2] - Taizhou Customs has implemented a "green channel" for fresh and perishable agricultural products, ensuring quick inspection and clearance to facilitate exports [2] - The number of registered citrus orchards and packaging factories in Linhai has increased, reflecting local farmers' enthusiasm for exports [2]
苹果市场周报-20250919
Rui Da Qi Huo· 2025-09-19 10:36
Group 1: Report Summary - Report industry investment rating: Not provided - Core view: This week, the price of the apple futures 2601 contract slightly declined, with a weekly drop of 0.67%. New - season apples in Shandong have a wide price range due to quality differences. Western early - maturing Fuji trading is nearing the end, and the picking of late - maturing Fuji is sporadic. The inventory of apples in cold storage has decreased, but the de - stocking speed in Shandong has slowed down. The market has high expectations for the opening price of late - maturing Fuji, providing some support. It is recommended to take a short - term long - thinking approach for the apple 2601 contract [6]. - Strategy suggestion: Operate with a short - term long - thinking approach for the apple 2601 contract [6]. - Future trading tips: Monitor the listing volume of mid - maturing Fuji and consumption [6]. Group 2: Futures Market - This week, the price of the apple futures 2601 contract slightly declined, with a weekly drop of 0.67%. The latest price was 8273, a decrease of 13 or 0.16%. The trading volume was 43,709, and the open interest was 83,173 [9][11]. - As of this week, the net position of the top 20 in apple futures was 1,065 lots, and the number of apple futures warehouse receipts was 0 [17]. Group 3: Spot Market - As of September 19, 2025, the mainstream price of 80 and above first - and second - grade fruit farmer goods of bagged red Fuji in Qixia, Yantai, Shandong was 3.7 yuan per jin; the price of bagged 75 and above Fuji apples in Yiyuan, Shandong was 2.3 yuan per jin [20]. Group 4: Industry Chain Supply - side - As of September 17, 2025, the inventory of apples in cold storage in the main producing areas across the country was 163,200 tons, a decrease of 45,900 tons from last week [28]. Demand - side - As of September 19, the average daily early - morning arrival of trucks in the main apple wholesale markets in Guangdong increased. The profit of 80 first - and second - grade apple storage merchants was 0.30 yuan per jin [32]. - As of September 12, 2025, the wholesale price of all apple varieties was 9.70 yuan per kilogram, a week - on - week decrease of 0.06 yuan per kilogram; the wholesale price of Fuji apples was 9.38 yuan per kilogram, with no week - on - week change [37]. - As of September 12, 2025, the weekly average wholesale price of 5 fruits (including Fuji apples, bananas, grapes, pears, and watermelons) was 6.90 yuan per kilogram, with no week - on - week change [41]. - As of July 31, 2025, the monthly export volume of apples was 50,000 tons; the monthly export value was 632.84 million US dollars, a month - on - month increase of 46.13%; the cumulative export value was 4.88289 billion US dollars, a month - on - month increase of 14.89% [45]. Group 5: Option Market - The implied volatility of at - the - money options for apples this week is presented in the relevant chart [46]. Group 6: Futures - Stock Correlation - The price - to - earnings ratio chart of Honghui Fruit is presented [48].
“水果自由”为何越来越近
Ren Min Ri Bao· 2025-09-15 22:22
Core Insights - The decline in fruit prices, such as blueberries and Sunshine Rose grapes, is primarily driven by supply-demand dynamics, with increased domestic production and rising import volumes contributing to this trend [1][2][3] Supply and Demand Dynamics - The significant increase in the supply of fruits, particularly imported varieties like cherries and blueberries, has led to a downward adjustment in prices [1] - Domestic production of fruits, including Sunshine Rose grapes, has surged, with the planting area reaching nearly 2 million acres and production exceeding 3 million tons, resulting in a price drop from 150 yuan/kg to around 10 yuan/kg [2] - Over the past decade, China's fruit planting area and production have consistently grown, reaching 327 million tons in 2023, with per capita availability surpassing 232 kg, well above the global average [1][2] Import Trends - China's fruit imports have increased significantly, with a 77.1% rise in total imports expected by 2024 compared to 2015, driven by favorable policies and improved logistics [2] - The expansion of import varieties and low tariffs, along with enhanced cold chain logistics, has facilitated easier access to high-quality fruits from around the world [2] Competitive Landscape - The competitiveness of high-quality domestic fruits, such as blueberries, has improved, with China's blueberry planting area and production reaching 95,900 hectares and 780,000 tons respectively by 2024, marking increases of 44.4% and 124.7% since 2020 [3] - The market for imported fruits is becoming more segmented, offering diverse product grades to cater to different consumer preferences, enhancing overall value [3] Long-term Outlook - In the medium to long term, the continuous growth in global fruit production and trade facilitation, along with the upgrading of domestic fruit industries, is expected to provide consumers with a wider variety of fruits at more reasonable prices [4] - The overall stability of fruit prices is supported by ample market supply and efficient distribution channels, moving consumers closer to achieving "fruit freedom" [4]