Core Insights - Guizhou Province has transformed its agricultural landscape by developing distinctive industries, particularly in beef, tea, and chili peppers, to promote rural revitalization and increase villagers' income [1] Agricultural Industry Development - Tongren City has focused on the matcha industry, establishing 61,600 mu (approximately 4,107 hectares) of high-standard tea gardens and one of the largest matcha manufacturing workshops globally, producing 4,000 tonnes annually [4] - Zunyi City has developed the chili pepper sector, creating a marketplace known as "China Chili City," with annual sales of dried chili peppers exceeding 1 billion yuan and total output value of the chili industrial chain reaching over 2 billion yuan [6][7] - Zhenning Bouyei-Miao Autonomous County has capitalized on its unique climate to cultivate honey plums, generating over 20,000 yuan per mu and increasing local villagers' per capita annual income from less than 2,000 yuan to 22,000 yuan over the past decade [9][10] Economic Impact - The chili industry in Zunyi has driven income growth for 500,000 rural households, including over 100,000 former poverty-stricken households [7] - Liuma Town in Zhenning has become the first town in the province with an annual output value exceeding 1 billion yuan, with honey plums recognized as a national geographical indication product [10] Future Opportunities - Guizhou Province is leveraging its rich cultural and tourism resources to explore new agricultural opportunities, including sour soup and buckwheat, ensuring broader benefits from development [11]

Report Industry Investment Rating - No information provided Core View of the Report - On July 31, 2025, the supply of early - maturing apples in the west was average with poor coloring and weak market feedback. The trading speed of Shandong's inventory Fuji apples was average, and farmers were selling with price concessions. The Apple 2510 contract continued to decline and was expected to fluctuate weakly in the short term. It was recommended to wait and see [2]. - The purchase price of early - maturing varieties declined, and farmers' price concessions pressured the apple market. The old - crop inventory was low with little sales pressure, but the overall shipment speed slowed down [2]. Summary According to Relevant Catalogs Futures Market - The closing price of the October contract for apples was 7814 yuan/ton, the main - contract position volume was 88131 hands, the number of warehouse receipts was 0, and the net long position of the top 20 futures holders was 2395 hands. Compared with the previous period, the main - contract position volume decreased by 5697 hands, and the net long position decreased by 1234 hands [2]. Spot Market - The spot prices of apples in Shandong Yantai Qixia, Gansu Jingning, Shandong Yiyuan, and Shaanxi Luochuan remained unchanged compared with the previous period [2]. Upstream Situation - The national apple output was 5128.51 million tons, an increase of 168.34 million tons compared with the previous period. The weekly average wholesale price of apples was 9.72 yuan/kg, a decrease of 0.03 yuan/kg; the average wholesale price of Fuji apples was 9.73 yuan/kg, a decrease of 0.16 yuan/kg [2]. - The total national apple cold - storage inventory was 70.45 million tons, a decrease of 10.15 million tons. The capacity utilization ratio of Shandong apple cold - storage was 0.04, a decrease of 0.01; that of Shaanxi was 0.11, a decrease of 0.01. The monthly export volume of apples was 40000 tons, a decrease of 10000 tons [2]. Industry Situation - The monthly import value of fresh, dried fruits and nuts was 4330.8 million US dollars, and the monthly export value of apples was 1955488 - 245562.17 million US dollars (the specific calculation result is not clear from the text). The weekly profit of first - and second - grade paper - bagged 80 apple storage merchants was 0.7 yuan/jin, unchanged from the previous period [2]. Downstream Situation - The weekly average wholesale price of tangerines was 10.04 yuan/kg, that of bananas was 3.81 yuan/kg, and that of watermelons was 5.97 yuan/kg. The daily average number of trucks arriving in the morning at the Guangdong Jiangmen, Xiaqiao, and Chalong wholesale markets was 6.8, 8.8, and 14.6 respectively, with changes of - 0.09, - 0.4, and - 2 compared with the previous period [2]. Option Market - The implied volatility of at - the - money call and put options for apples was 22.48%, an increase of 0.22% compared with the previous period [2]. Industry News - On July 31, 2025, the supply of early - maturing apples in the west was average with poor coloring and weak market feedback. The trading speed of Shandong's inventory Fuji apples was average, and farmers were selling with price concessions. The Apple 2510 contract closed down 1.33% on Thursday [2]. - According to preliminary estimates based on bagging volume survey data, the national apple output in the new season will be 3736.64 million tons, an increase of 85.93 million tons (2.35%) compared with the 2024 - 2025 production season [2]. - As of July 30, 2025, the national main - producing area apple cold - storage inventory was 61.61 million tons, a decrease of 8.84 million tons compared with the previous week. The shipment speed slowed down slightly compared with the previous week and was basically the same as the same period last year [2]. - The capacity utilization ratio of Shandong, Shaanxi, and Gansu apple cold - storages was 10.10%, 2.91%, and 2.05% respectively, with decreases of 1.02%, 0.74%, and 0.72% compared with the previous week. The shipment in the Gansu production area was sporadic [2]. - In some production areas, the early - maturing apples had serious regreening problems, and the actual transaction prices of varieties such as Qinyang, Meiba, and Luli decreased by 0.30 - 0.50 yuan/jin [2].

苹果产业日报 2025-07-03 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 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) 20 10月合约收盘价:苹果(日,元/吨) | 7764 | | 7764 | 20 0 | | | 主力合约持仓量:苹果(日,手) -2756 仓单数量:苹果(日,张) | 88743 | | 0 | | | | 期货前20名持仓:净买单量:苹果(日,手) 1406 | 6696 | | | | | | 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 | 4.1 | | 4.5 | 0 | | 现货市场 | | | | | | | | 二级果农货)(日,元/斤) 山东沂源苹果现货价格(纸袋75#以上)(日, 元/斤) 陕西洛川苹果现货 ...

本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) | 7643 | -88 10月合约收盘价:苹果(日,元/吨) | 7643 | -88 | | | 主力合约持仓量:苹果(日,手) | 90058 | -17872 仓单数量:苹果(日,张) | 0 | 0 | | | 期货前20名持仓:净买单量:苹果(日,手) | 2486 | -3474 | | | | 现货市场 | 山东烟台栖霞现货价格(纸袋80#以上一 | 4.1 | 甘肃静宁苹果现货价 ...

南方财经全媒体记者谭海燕 广州报道 活动现场还举行了供应链企业签约仪式。顺丰物流在茂名设置了超1500个揽收点，此外，企业还在线上 分会场举办2025年顺丰茂名荔枝文化消费嘉年华线上直播活动，讲述茂名荔枝的种植、采摘、保鲜、寄 递的故事。 5月20日上午，2025年"十万电商卖荔枝"暨顺丰茂名荔枝文化消费嘉年华活动在高州市启幕。作为广东 首场"荔香四海·产销共赢"系列活动，现场荔枝产销对接热度高涨。 同时，"十万电商卖荔枝"暨全国高校电商直播大赛也在活动上正式启动，这意味着"520我爱荔"这场 "甜 蜜盛宴" 正式驶入 "实战赛道"。据悉，茂名已连续5年举办"十万电商卖荔枝"活动，今年茂名联合全国 101所高校超600支年轻团队助力荔枝电商销售，并在此基础上以整合供应链企业、强化产业对接等方式 打开荔枝销路。 系列活动不仅形成市场接力态势，还在渠道建设上精准发力。目前已整合华润万家、盒马鲜生等商超渠 道，京东、拼多多等电商平台，以及顺丰物流等全产业链资源，构建立体营销网络，为岭南佳果开辟多 元销售通路。活动现场举行了供应链企业签约仪式，多家优质产销企业达成了合作协议，为今年的荔枝 销售和流通提供了坚实保障。 ...