来源：央视 据不完全统计，美国的高关税导致南非农民的收入利润被侵蚀，许多中小农户可能被迫退出出口链条， 农业及相关产业链涉及近80万就业岗位，一旦出口下滑，将加剧南非已经高企的33.2%（2025年第二季 度统计）失业率；而失业率攀升将引发农村贫困、劳资纠纷甚至更广泛的社会不稳。 面对美国单边主义和保护主义的关税举措，南非面临的风险不止眼前出口受阻，该外部压力还将进一步 加深其结构性难题。 美国关税的"连锁反应" △南非农业部行业政策会议 在开普敦斯泰伦博什的农业政策会议期间，南非农业部总干事穆克萨·拉马索迪（Mooketsa Ramasodi） 接受总台记者采访时表示，美国对南非农产品加征30%关税，已经成为南非农业的沉重负担。 "农业是南非经济的重要支柱。柑橘、葡萄酒等主要出口品类在高关税下直接受损，这不仅冲击农民收 入，也影响整个产业链。" "我们持续与美国保持沟通，但仅靠补偿和谈判无法解决根本问题。"拉马索迪解释说。 出口多元化：亚洲成为必然选择 拉马索迪在采访中多次提及"市场多元化"。"我们正在推动贸易多元化，确保我们的主要农产品能够进 入不同市场。多元化出口是突围方向。" 在这种背景下，南非政府和 ...

Core Insights - Yunnan's agricultural products, particularly fruits and vegetables, are gaining popularity in the ASEAN market, with significant growth in exports [1] - The total import and export value of Yunnan's agricultural products to ASEAN reached 18.62 billion yuan in the first half of 2025, marking a year-on-year increase of 23.5%, with fruit exports alone growing by 44.3% [1] Group 1: Market Performance - Yunnan's unique geographical advantages allow for the cultivation of both tropical and temperate fruits, enabling year-round production [1] - The majority of Yunnan's fruits can fill seasonal gaps in the ASEAN market, enhancing their competitiveness [1] Group 2: Infrastructure and Logistics - The opening of the China-Laos Railway and expedited customs clearance have significantly improved the export speed of Yunnan's fruits and vegetables [1] - The "Luliang Vegetable Express" cold chain freight train has reduced transportation time to Bangkok, Thailand, by nearly half compared to road transport, facilitating a two-way transport channel for agricultural products [1]

Core Viewpoint - The agricultural sector in Jordan, particularly in the Jordan Valley, is facing significant challenges due to climate change, including increased temperatures and reduced rainfall, which are impacting crop yields and forcing farmers to adapt their practices [1][2][3][4]. Group 1: Climate Impact on Agriculture - The Jordan Valley, known as Jordan's "basket of vegetables," is experiencing extreme heat, with temperatures potentially reaching 50 degrees Celsius, affecting the types of crops that can be grown [1][2]. - Farmers are reporting that winter temperatures have also risen, delaying planting times and requiring more care for crops due to insufficient rainfall [2]. - The frequency and intensity of heatwaves in Jordan have increased over the past decade, with 2020 recording the highest number of heatwaves since records began [2][3]. Group 2: Economic Consequences for Farmers - Many farmers are facing financial difficulties due to rising costs of fertilizers and labor, while crop prices are declining, leading to increased debt levels among farmers [2][3]. - The reduction in irrigated land due to climate impacts has forced some farmers to abandon agriculture and migrate to urban areas [2][4]. Group 3: Adaptation Strategies - The agricultural sector is implementing technical guidance for farmers, such as drip irrigation and drought-resistant crops, to mitigate the effects of climate change [4]. - However, the effectiveness of these adaptation efforts is limited without reliable international climate funding, which poses a threat to food security and rural stability [4].

Financial Data and Key Metrics Changes - Group revenue increased by 14.3% to $2.4 billion, and adjusted EBITDA rose by 9.3% to $137 million [4][12] - Adjusted net income was $53 million, with adjusted diluted EPS at $0.55, reflecting a 12% growth compared to the prior year [5][14] - Operating income increased by 20% to $103 million, driven by higher revenue and gross profit [13] Business Line Data and Key Metrics Changes - Fresh Fruit segment achieved adjusted EBITDA of $72.7 million, with strong volume growth in bananas and pineapples, although constrained by higher sourcing costs due to tropical storm Sarah [6][14] - Diversified EMEA segment saw adjusted EBITDA increase by approximately 15% to $49 million, driven by strong revenue growth in key markets [9][10] - Diversified Americas segment reported revenue growth of 8.5%, with adjusted EBITDA increasing by 27%, primarily due to strong performance in Southern Hemisphere exports [11][17] Market Data and Key Metrics Changes - In North America, strong volume growth was noted in bananas and pineapples, with higher pricing contributing to revenue increases [6][14] - The European market experienced higher volumes and pricing across products, supported by tight sourcing conditions and a strengthening euro [7][10] - Industry supply was tighter than anticipated, impacting sourcing costs and overall market dynamics [8][20] Company Strategy and Development Direction - The sale of the fresh vegetable division was completed, allowing the company to focus on core business activities and strategic priorities [5][21] - The company is optimistic about internal and external development opportunities, particularly in fresh produce and diversified EMEA [54] - The company plans to maintain capital expenditures in line with depreciation and invest in rehabilitation projects following tropical storm damage [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the diversified business model despite short-term disruptions in the macroeconomic environment [20] - The company has adjusted its full-year adjusted EBITDA guidance upwards to a range of $380 million to $390 million [20] - Management acknowledged the complexity of forecasting in the current environment, particularly regarding supply chain disruptions and tariff impacts [28][42] Other Important Information - The company declared a dividend of $0.85 for the second quarter, reflecting its commitment to returning value to shareholders [19] - Cash capital expenditure from continuing operations was $19.4 million, with additional investments in logistics and infrastructure [17][18] Q&A Session Summary Question: Reconciliation of updated EBITDA outlook - Management noted strong performance in 2024 but highlighted challenges from weather issues and sourcing costs impacting EBITDA guidance [24][26] Question: Impact of tariffs on pricing - Management explained the complexity of pricing adjustments due to various factors, including tariffs, sourcing issues, and foreign exchange volatility [30][34] Question: Fresh vegetables disposal and debt repayment - Management confirmed that proceeds from the fresh vegetable division sale would primarily be used for debt repayment and to clarify strategic focus [35][36] Question: Supply outlook beyond Q3 - Management indicated that while supply disruptions would continue into Q4, the industry typically stabilizes quickly [41][43] Question: Discussions on tariff exclusions - Management stated that they believe in the benefits of international trade and have seen some positive discussions regarding tariff exemptions for products not grown in the U.S. [44][46] Question: Future development opportunities - Management highlighted ongoing evaluations of acquisition opportunities and internal projects across various regions [52][54]

Core Viewpoint - The article highlights the journey of Liu Fengzhuan, a young entrepreneur who transformed his struggling citrus farm into a successful venture through continuous learning, community engagement, and the integration of cultural elements into agricultural practices [1][5]. Group 1: Entrepreneurial Journey - Liu Fengzhuan, originally from Sichuan Anyue, left a stable job in 2017 to start a citrus farm in Chongqing, facing initial challenges due to inadequate technical skills and management, leading to losses [1]. - After seeking guidance from experts and utilizing resources from a local agricultural library, Liu improved his farming techniques, expanding the farm to 1,300 acres and achieving profitability [1]. Group 2: Community Engagement and Education - Liu volunteered to manage the local agricultural library, focusing on increasing reading interest among villagers by understanding their needs and adding relevant books on agriculture, law, and health [2]. - He organized practical reading sessions in the fields, helping villagers apply their knowledge directly to farming practices [2]. Group 3: Cultural Integration and Promotion - Liu leveraged social media to promote his farm, creating engaging content that showcased the beauty of rural life and traditional arts, significantly boosting citrus sales by 40% during peak seasons [5]. - He established the citrus farm as an educational base for urban visitors, combining agricultural experiences with cultural activities, thereby enhancing both community income and cultural awareness [5]. Group 4: Recognition and Future Vision - Liu's efforts in promoting reading and cultural activities earned him several accolades, including the 2023 National "Rural Reading Promoter" award [4]. - He emphasized the importance of integrating industrial development with cultural revitalization, believing that a strong cultural foundation supports sustainable rural growth [5].

Core Viewpoint - The imposition of tariffs up to 30% on all South African products exported to the U.S. poses significant challenges to key industries such as citrus and automotive manufacturing in South Africa [1] Industry Impact - The tariffs are expected to directly threaten employment in South Africa and have a considerable negative impact on the national economy [1] - South African economists emphasize the need for the government to enhance diplomatic efforts and accelerate the diversification of export markets [1] Policy Recommendations - The CEO of the African Tribal Economic Research Institute suggests that alongside diplomatic coordination, "market diversification" and "industrial upgrading" should be prioritized in policy initiatives [1] - Leveraging opportunities from African integration is recommended as a strategy to find new growth paths for the South African economy [1]

Group 1 - The core viewpoint of the articles highlights the significant contributions of the 10th batch of aid workers from Shaanxi Province to the development of the Ali region in Tibet, focusing on economic, social, and cultural advancements [1][4][10] - The aid workers successfully introduced 54 new agricultural and livestock varieties, enhancing local food security and agricultural diversity [3][4] - Infrastructure projects, such as the construction of the Purang Airport and various public facilities, have been initiated to improve local living conditions and stimulate economic growth [4][5][10] Group 2 - The introduction of high-altitude fruit cultivation, including strawberries and other varieties, has created new income opportunities for local farmers, with greenhouses generating over 2000 yuan weekly [2][3] - Educational initiatives have been implemented to improve local teaching standards, including training programs for teachers and the establishment of internship bases for students [6][7] - Medical aid has expanded healthcare access, with over 240 doctors deployed, leading to significant improvements in local health services and the introduction of advanced medical technologies [8][10] Group 3 - Cultural exchange programs have fostered deeper connections between the Han and Tibetan communities, promoting mutual understanding and cooperation [9][10] - The aid workers' commitment to the region is reflected in their long-term presence and ongoing projects aimed at sustainable development and community empowerment [11]

Group 1 - Companies are transforming their production lines into educational resources, integrating industrial knowledge with hands-on learning experiences [1][2] - SANY Heavy Industry is showcasing its "Lighthouse Factory" in Changsha, allowing students to engage with advanced manufacturing processes and technologies like VR simulations [1][2] - Hunan Hualian Ceramics is creating a unique educational ecosystem by combining traditional craftsmanship with modern design, enabling students to experience and participate in ceramic production [1][2] Group 2 - Hunan Xiangjia Livestock is implementing a full-chain educational approach, demonstrating modern agricultural practices from farm to table, including smart incubation and AI sorting technologies [2][3] - The company reports a significant improvement in hatch rates from 60% to over 95% due to smart incubation systems, and AI sorting can process up to 8 tons of fruit per hour compared to 2,000 pounds manually [3] - The integration of industry and education by these companies serves as a model for fulfilling corporate social responsibility while enhancing educational outcomes, aligning with national policies on industry-education integration [3]

Core Insights - The article highlights the successful development of Yangdun Township in Fujian Province as a model for agricultural innovation and economic growth through the citrus industry [1][2][3] Group 1: Economic Development - Yangdun Township has established itself as a national "One Village, One Product" demonstration area for citrus, attracting young entrepreneurs back to their hometowns [1] - The township's citrus trading center, with an investment of 30 million RMB, has enhanced the local economy by increasing the quality and pricing of citrus fruits [1][2] - In 2024, the township plans to export 12 million kilograms of citrus to high-end domestic markets and countries like Singapore and Russia, generating over 5 million USD in foreign exchange [1] Group 2: Agricultural Innovation - The introduction of advanced sorting technology and cold storage facilities has significantly improved the preservation and marketability of citrus fruits, extending shelf life from 15 days to over 3 months [1][2] - The cultivation of new citrus varieties and the implementation of organic farming techniques have led to increased yields and higher sugar content in fruits [2] - The development of a "Four Seasons Orchard" aims to provide year-round fruit-picking experiences for tourists, further diversifying income sources [2] Group 3: Community and Employment - The "company + collective + cooperative + farmer" model has enabled small farmers to connect with larger markets, resulting in increased income for local households [2] - The trading center's initiatives have created over 300 jobs, contributing to the local employment landscape [1][2] - The collective income of the village has seen steady growth, with annual dividends increasing by 50,000 RMB [2]

Group 1: Agricultural Products Market - The national edible agricultural product market price decreased by 0.4% from the previous week [1] - The average wholesale price of six types of fruits slightly declined, with grapes, citrus, and bananas decreasing by 3.8%, 2.3%, and 1.5% respectively [1] - The average wholesale price of 30 types of vegetables was 4.08 yuan per kilogram, down by 1.0%, with tomatoes, winter melons, and lotus roots decreasing by 6.1%, 4.3%, and 4.1% respectively [1] - Wholesale prices of aquatic products slightly decreased, with large hairtail, crucian carp, and grass carp dropping by 1.5%, 0.3%, and 0.1% respectively [1] - Grain and oil wholesale prices remained stable, with soybean oil and rapeseed oil decreasing by 0.2% and 0.1%, while rice remained unchanged and flour and peanut oil increased by 0.2% [1] - Meat wholesale prices showed slight fluctuations, with pork priced at 20.63 yuan per kilogram, down by 1.0%, while beef increased by 0.2% and lamb remained stable [1] - Poultry product wholesale prices experienced minor fluctuations, with broiler chickens decreasing by 0.3% and eggs increasing by 2.0% [1] Group 2: Production Materials Market - The wholesale prices of refined oil slightly decreased, with 0 diesel, 92 gasoline, and 95 gasoline dropping by 1.3%, 1.1%, and 1.1% respectively [2] - Prices of non-ferrous metals slightly declined, with copper, aluminum, and zinc decreasing by 0.9%, 0.9%, and 0.8% respectively [2] - Fertilizer prices predominantly decreased, with urea dropping by 0.4% and compound fertilizers increasing by 0.1% [2] - Basic chemical raw material prices showed slight fluctuations, with sulfuric acid increasing by 0.8% and polypropylene, methanol, and soda ash decreasing by 0.5%, 0.3%, and 0.1% respectively [2] - Coal prices generally increased, with coking coal and thermal coal priced at 934 yuan and 755 yuan per ton, rising by 0.4% and 0.3% respectively, while the price of No. 2 smokeless lump coal remained stable [2] - Steel prices slightly increased, with rebar, hot-rolled strip steel, and high-speed wire rod priced at 3401 yuan, 3538 yuan, and 3584 yuan per ton, increasing by 0.6%, 0.5%, and 0.4% respectively [2] - Rubber prices experienced slight increases, with natural rubber and synthetic rubber rising by 1.3% and 0.9% respectively [2]