在国家对口援疆战略框架下，鲁商集团立足自身产业优势，通过产业援疆与消费帮扶双向发力，构建起"输血"与"造血"结合的长效机制，为新疆经济社会发 展注入强劲动能。 产业援疆：构建特色产业生态 自鲁商集团旗下福瑞达美业与新疆伊帕尔汗达成战略合作后，以"产业+文化"模式共建的薰衣草文化产业园成为许多游客新疆游的"打卡地"，赏美景、买精 油，新疆之行变得更加多姿多彩、有滋有味。 产业园集种植、研发、生产、销售、旅游于一体，依托伊犁河谷95%的全国薰衣草种植资源，通过标准化种植、工业化提炼和品牌化运营，打造全产业链生 态。项目采用"企业+合作社+农户"模式，带动农牧民参与种植，农民收入增加了、脸上的笑容更多了。 如今，产业园不仅实现薰衣草精油、护肤品等产品的规模化生产，更持续完善薰衣草主题旅游线路，成为伊犁河谷文旅融合新地标。 这并不是第一个经由鲁商"一盘货"走上内地消费者餐桌的新疆农产品，今年七月，一批满载新疆英吉沙优质鲜杏的冷链运输专车，顺利抵达山东，并在银座 商超全面上架销售，标志着英吉沙杏常态化直供山东通道的成功构建。这颗被称为"冰山玉珠"的国家地理标志产品，本应凭皮薄肉厚、香甜多汁的特质占据 市场优势。但是路途 ...

Report Industry Investment Rating - Apple: Neutral [4] - Red dates: Neutral to bullish [8] Core Views - Apple: The apple market is currently in a relatively stable state with no prominent contradictions in the fundamentals. The short - term price is expected to remain stable. The overall apple spot market is in a dull state, with low inventory levels supporting the price of inventory fruits. The quality of early - maturing fruits is poor, leading to mediocre sales of both early - maturing and inventory fruits. The supply of early - maturing varieties such as Gala in the western region and Luoli in Shandong will be on the market successively, and attention should be paid to the coloring of Gala, as a concentrated supply of red fruits may impact inventory fruits [3][4] - Red dates: The red date market has intensified differences in the new - season production forecast. The short - term trend of the futures market may still be oscillating strongly under the influence of capital sentiment. However, since red dates are still in the traditional off - season of consumption and the inventory of old dates remains high, if the production reduction expectation cannot be fulfilled, the price of red dates may return to a weak state under the pressure of high inventory [7][8] Market News and Important Data Apple - Futures: The closing price of the Apple 2510 contract yesterday was 8178 yuan/ton, up 51 yuan/ton from the previous day, an increase of 0.63% [1] - Spot: The price of 80 first - and second - grade late Fuji in Shandong Qixia was 3.80 yuan/jin, unchanged from the previous day; the price of more than 70 semi - commercial late Fuji in Shaanxi Luochuan was 4.50 yuan/jin, unchanged from the previous day. The spot basis AP10 - 578 in Qixia was down 51 from the previous day, and the spot basis AP10 + 822 in Luochuan was down 51 from the previous day [1] Red dates - Futures: The closing price of the Red Date 2601 contract yesterday was 11550 yuan/ton, down 135 yuan/ton from the previous day, a decrease of 1.16% [5] - Spot: The price of first - grade gray jujubes in Hebei was 9.50 yuan/kg, unchanged from the previous day. The spot basis CJ01 - 2050 was up 135 from the previous day [5] Recent Market News Apple - The market of stored Fuji apples remains stable and dull, with slow overall transactions. Early - maturing Gala and Luoli apples have been successively listed for trading. In the western production areas, the remaining supply of goods is limited, and spot merchants mainly sell their own inventory. In the Shandong production area, the number of merchants is small, and they are still cautious in purchasing, mostly picking and bargaining. The overall出库 speed is slow, and the sales are still mainly low - priced striped red apples. In the early - maturing aspect, bagged Gala apples have been widely removed from bags and are successively listed for trading. This week, the supply of Gala apples in Tongchuan and Weinan will increase. In the Shandong production area, Luoli apples are being traded in an orderly manner, and the purchasing enthusiasm of merchants is acceptable. The demand in the sales area market is poor, and the impact of seasonal fruits is still obvious [2] Red dates - In the main production areas of Xinjiang gray jujubes, jujube farmers are actively carrying out field management during the growth period of jujube trees. Some jujube orchards reported that the fruit - setting situation of the first - crop flowers was average, but the fruit - setting of the second - and third - crop flowers was good due to the temperature drop and rainfall in early July. In the Hebei Cuierzhuang market, 10 trucks of jujubes arrived at the parking area, with the reference prices of special - grade jujubes at 10.80 yuan/kg, first - grade at 9.80 yuan/kg, second - grade at 8.40 yuan/kg, and third - grade at 6.90 yuan/kg, and the prices increased slightly by 0.10 - 0.20 yuan/kg, with nearly 50% of the arrivals being traded. In the Guangdong Ruyifang market, 1 truck of jujubes arrived, and the price of high - quality goods was strong, with the reference prices of special - grade jujubes at 11.50 yuan/kg, first - grade at 10.50 yuan/kg, and second - grade at 8.50 yuan/kg, and the prices increased by 0.10 - 0.20 yuan/kg, with a small amount of trading in the morning market [6] Market Analysis Apple - Yesterday, the apple futures price closed up, reaching a half - month high. The delayed supply of new - season Gala apples and the low inventory in recent years have led to a continued upward trend in the futures price. Attention should be paid to the impact of the large - scale listing of Gala apples on the market and the weather changes in the main production areas. Last week, the trading of early - maturing apples in the western region was limited, bagged Gala apples were sporadically listed, and bagged Qinyang apples were basically out of the market. In the Shandong production area, the sales of stored Fuji apples were slightly faster than the previous week, but the overall transactions were still limited, and merchants were not active in purchasing, especially for large and high - quality fruits. In terms of price, early - maturing fruits were weak, and the price of stored fruits was stable during the week. In the wholesale markets of the sales areas, the phenomenon of high - quality apples getting high prices was obvious, and the overall sales were still slow. This week, the supply of early - maturing bagged Gala apples will increase successively, and attention should be paid to the quality and price trends. Overall, the apple spot market remains dull, with low inventory levels supporting the price of stored fruits. The poor quality of early - maturing apples with many green - returning phenomena has led to mediocre sales of both early - maturing and stored fruits. This week, early - maturing varieties such as Gala in the western region and Luoli in the Shandong production area will be successively listed for supply. Attention should be paid to the coloring of Gala apples, and if red fruits are supplied in a concentrated manner, it may have a certain impact on stored fruits [3] Red dates - The red date futures closed down yesterday, ending a continuous upward trend. Festival stocking is gradually starting, but the consumption of inventory is limited. The temperature in the production areas is high, and the quality of new - season jujubes remains to be verified. Currently, jujubes are in the fruit expansion period, and attention should be continuously paid to the impact of weather changes in the production areas on the yield and quality. In the new - season production areas, some jujube orchards reported that the fruit - setting situation of the first - crop flowers was average, but the fruit - setting of the second - and third - crop flowers was good due to the temperature drop and rainfall in early July. Last week, there was windy weather in some areas, causing some fruit drops in a small number of jujube orchards in windy areas, and attention should be continuously paid to weather changes this week. In the sales areas, the trading atmosphere in the market has improved recently, and the price of high - quality goods is strong. Since new jujubes entered the critical period of flowering and fruit - setting in June, the market has been continuously trading based on the expectation of new - season production reduction, and the sensitivity to new - season changes in the production areas has increased. According to the research data statistics of Mysteel Agricultural Products, the physical inventory of 36 sample points this month was 9784 tons, a decrease of 255 tons from the previous week, a month - on - month decrease of 2.54%, indicating a decline in sample - point inventory [7] Strategy Apple - Maintain a neutral strategy. Since there are no prominent contradictions in the apple fundamentals, it is expected that the price will remain stable in the short term [4] Red dates - Adopt a neutral - to - bullish strategy. The differences in the new - season production forecast of red dates are intensifying, and the short - term trend of the futures market may still be oscillating strongly under the influence of capital sentiment. However, due to the high inventory of old dates and the traditional off - season of consumption, if the production reduction expectation cannot be fulfilled, the price of red dates may return to a weak state under the pressure of high inventory [8]

Report Summary 1) Report Industry Investment Rating The report advises to view the jujube futures price from a bullish perspective in the near term, suggesting to continue holding long positions in the CJ601 contract and be cautious about the position limit and expiration risks of the CJ509 contract. For the long - term, it recommends waiting for the end of the opening - price game and then shorting the CJ605 contract opportunistically [1][2]. 2) Core Viewpoints The current jujube market is in a state of production game. The spot price in the sales area is rising steadily, and the futures price is oscillating upwards. The market's focus is on the supply side, with significant differences in the expected production of new - season jujubes between the long and short sides. The upstream is bullish, and combined with the steady increase in the spot price, it has pushed the futures price to break through and rise. The CJ601 contract shows an obvious strengthening trend [1]. 3) Summary by Content Spot Market - Xinjiang jujubes have entered the swelling period, and some first - crop fruits are starting to turn red. Last week, the spot sales in the sales area accelerated. The spot price in Cangzhou was stable with an upward trend, and the prices of high - quality goods were gradually strengthening. The average prices of super - grade and first - grade jujubes were 10.12 yuan/kg and 9.15 yuan/kg respectively, with a week - on - week increase of 0.25 yuan/kg and 0.32 yuan/kg [1]. Futures Market - Recently, the jujube futures price has been oscillating upwards, breaking through the previous high pressure level last Friday. The market's trading focus is still on the supply side, and there are large differences in the expected production of new - season jujubes between the long and short sides. The total open interest of jujube futures increased to more than 230,000 lots on Friday, remaining at a historical high, indicating intense long - short contradictions. The market recognizes the expected reduction in new - season jujube production due to adverse weather in June - July, but there are large disputes over the reduction range. The disputes over production will ultimately shift to the expected game of the new - season opening price. The upstream is bullish, and combined with the recent steady increase in the spot price, it has pushed the jujube futures price to break through and rise. Technically, the CJ601 contract shows an obvious strengthening trend [1].

农产品日报 | 2025-07-30 苹果回吐一周涨幅，红枣仍存减产博弈 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2510合约7908元/吨，较前一日变动-144元/吨，幅度-1.79%。现货方面，山东栖霞80# 一 二级晚富士价格3.80元/斤，较前一日变动+0.00元/斤，现货基差AP10-308，较前一日变动+144；陕西洛川70# 以上 半商品晚富士价格4.80元/斤，较前一日变动+0.00元/斤，现货基差AP10+1692，较前一日变动+144。 近期市场资讯，苹果市场库存货源维持稳中偏弱运行，整体交易不快。西部产区货源剩余不多，现货商发自存货 源为主。山东产区客商数量不多，拿货仍显谨慎，多挑拣压价拿货，整体出库速度不快。早熟果来看，纸袋秦阳 陆续上量，部分产区价格小幅回落，个别产区返青现象严重，客商对早熟要货积极。销区市场需求不佳，应季水 果冲击依旧明显。陕西洛川产区目前库内70#起步统货4.2-4.5元/斤，70#起步半商品4.5-5.0元/斤，以质论价。 山东 栖霞产区果农三级2.0-2.5元/斤，果农80#以上统货2.8-3.3元/斤，80#一二级条纹3.5-4.5元/斤，80# ...

Overall Situation - The Xi'an Huyi District Market Supervision Administration conducted a food safety supervision sampling of 51 batches, with 48 batches passing and 3 batches failing [2][3] - The sampling covered 14 categories of food, including nuts, sugar, convenience foods, vegetable products, frozen drinks, pastries, bean products, grain products, edible oils, alcoholic beverages, and fruit products, all of which passed [2][3] - The main reasons for the failures were pesticide residues and non-compliance with food safety national standards regarding food additives [2][3] Non-compliant Products - The non-compliant products included: 1. Disinfected bowls from a restaurant with a result of 0.019 mg/100 cm² for anionic synthetic detergent, which should not be detected [3] 2. Ginger purchased from a supermarket with a pesticide residue of 0.62 mg/kg for dichlorvos, exceeding the standard of ≤0.02 mg/kg [3] 3. Yam purchased from the same supermarket with a result of 0.462 mg/kg for carbendazim and its manganese salt, exceeding the standard of ≤0.3 mg/kg [3] Compliant Products - All tested batches of various food categories, including nuts, sugar, convenience foods, vegetable products, frozen drinks, pastries, bean products, grain products, edible oils, alcoholic beverages, and fruit products, were compliant [2][3] - Specific compliant products included: - Canola oil from Weinan Chang'an Flower Oil Co., 5L per barrel [5] - Small liquor peanuts from Heze Suiyuan Food Co., 360g per package [5]

20世纪90年代，原产于河南新郑的灰枣，被引种至新疆，和它一起入疆的还有河南的技术、人才、企 业。"中国红枣看新疆"，如今灰枣已成为全国产量最高的红枣品种。 构建全国统一大市场，是以习近平同志为核心的党中央着眼构建新发展格局、推动高质量发展作出的重 大决策。作为新中国期货市场的发源地，河南始终将期货市场的功能和优势，与全国统一大市场"高效 规范、公平竞争、充分开放"的建设目标高度契合。多年来，河南积极发挥本土产业优势，并借助郑商 所的市场优势，积极融入服务全国统一大市场。 河南是我国花生产业大省，多年来花生种植面积和产量均居全国首位，同时也是高油酸花生育种试点最 早、取得成效最大、种植面积最广的省份，是高油酸花生育种和种植的领先地区。截至2023年年底，河 南省已登记高油酸花生品种122个，高油酸花生种植面积超过500万亩，不仅为花生期货交割提供了有力 支持，还为高油酸花生的全国推广应用作出了积极贡献，有效推动了花生产业的转型升级和提质增效。 "花生期货上市前，我国花生种植品类繁多，品质参差不齐。"开封粮食产业集团有限公司董事长扶伟对 期货日报记者说，花生期货上市后，推动花生产业出现质量标准统一、贸易定价模式 ...

Core Viewpoint - The article highlights the shift in consumer behavior towards "new consumption" trends, such as beauty products, IP toys, and pet economy, contrasting with traditional consumption sectors like liquor and dining, which are under pressure. The "new consumption" sector has seen significant growth, with multiple stocks experiencing substantial increases in value in 2024 [2][4]. Group 1: New Consumption Trends - The "new consumption" sector is characterized by a transition from "survival-type" to "self-pleasing" consumption, indicating that consumers are increasingly seeking emotional value and self-expression rather than just meeting basic needs [3][9]. - In 2024, the scale of self-pleasing consumption in China is expected to exceed 4.5 trillion, accounting for 32% of total household consumption, with an 18% year-on-year growth [9]. Group 2: Market Dynamics and Policy Support - The Chinese government has introduced policies to stimulate consumption, including a 1.5 trillion yuan special bond fund to support the replacement of old consumer goods, which has driven sales in sectors like automobiles and home appliances [4]. - The retail sector is facing challenges, with traditional supermarkets experiencing an 11.4% decline in 2024, while companies like Sam's Club and Fat Donglai are thriving, with significant growth in sales [4][5]. Group 3: Investment Opportunities in New Consumption - The article identifies five key segments within the "new consumption" landscape: emotional value, national trend consumption, industrial innovation, health consumption, and technology empowerment [10][12]. - Specific companies within these segments have shown remarkable stock performance, with some experiencing over 300% growth since the beginning of 2024 [13]. Group 4: Comparative Analysis with Japan - The article draws parallels between the evolution of consumption in China and Japan, noting that as Japan's GDP per capita rose, domestic consumption patterns shifted towards self-pleasing and emotional value, a trend that China is currently mirroring [7][9].