山湖间邂逅疆 味！"疆品南 下"亮相惠州博 罗全民健步活动 _南方+_南方 plus 日前，"山湖惠 韵 步履同行"广 发银行惠州分行 全民健步活动在 博罗县显岗水库 环湖路段举 细标注其来自新 疆哪个地区的优 质产区。 办，"疆品南 下"主题展位的 亮相成为意外惊 喜。来自新疆的 特色物产与岭南 的湖光山色相映 成趣，让这场全 民健身盛宴同时 成为粤疆文化交 融与消费帮扶的 生动实践。 活动现场，补给 站的"疆品南 下"展位被参与 者层层环绕，旁 边的拉页 上，"疆品南下 粤品北上"的字 样格外醒目。展 位上整齐陈列着 来自新疆的各类 特色产品：颗颗 饱满的灰枣、清 甜可口的金枝玉 露香梨、浓郁醇 厚的沙棘原浆等 多种物产琳琅满 目，每款产品详 "这些产品都是 直接从新疆产地 直供惠州的，没 有中间环节，既 保证新鲜又实 惠。"工作人员 一边为参与者递 上试吃装，一边 介绍，此次参展 的产品涵盖干 货、果汁、特色 零食等多个品 类，均是结合广 东消费者口味精 选的"疆味代表 作" 。 随着试吃活动的 开展，新疆众多 具有健康属性与 地域特色的代表 性美食收获了越 来越多参与者的 关注，除了现场 选购外，还有 ...

1. Report Industry Investment Ratings - Apple: Neutral to bullish [4] - Red dates: Neutral [8] 2. Core Views of the Report - Apple: The price of apples futures continued to rise. The出库 of late - Fuji apples in the western region has started, with active transactions in Gansu and Shaanxi. The price of high - quality apples is expected to remain stable and firm in the short term, while the price of ordinary goods will remain stable. The stocking volume is lower than the same period last year, and attention should be paid to the stocking progress and出库 situation [3][4]. - Red dates: The price of red dates futures declined. The acquisition progress in Aksu and Alar has accelerated, and the price of new goods in the Hebei market is weakening. The inventory pressure is large, and the supply - demand contradiction has not been substantially alleviated. The actual consumption situation during the peak season will be the focus [7]. 3. Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract was 9,504 yuan/ton, up 297 yuan/ton or 3.23% from the previous day [1]. - Spot: The price of 80 first - and second - grade late - Fuji in Shandong Qixia was 3.75 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late - Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1]. Recent Market Information - The出库 work of late - Fuji in the western region has started. In Gansu, merchants purchase goods as needed; in Shaanxi Xianyang, some merchants are actively purchasing farmers' goods. The quality of ground - traded goods in Shandong has slightly declined, and the price is slightly weak. The stocking work is entering the later stage, and the price of high - quality goods is expected to remain stable and firm, while ordinary goods will remain stable [2]. Market Analysis - The price of apple futures continued to rise. The出库 of late - Fuji in the west has started, and the price of high - quality goods is expected to be stable and firm, while ordinary goods will remain stable. The stocking work is in the later stage, and the stocking volume is lower than last year. The trading atmosphere in the sales area is still weak, and attention should be paid to the stocking and出库 progress [3]. Strategy - Neutral to bullish. Although the supply of late - Fuji has increased, the commercial rate this year is low, and merchants are cautious about ordering ordinary goods. The stocking volume is lower than last year [4]. Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract was 9,195 yuan/ton, down 170 yuan/ton or 1.82% from the previous day [5]. - Spot: The price of first - grade grey jujubes in Hebei was 8.90 yuan/kg, down 0.10 yuan/kg from the previous day [5]. Recent Market Information - The acquisition progress in Aksu and Alar has accelerated, and the price has slightly decreased. Merchants select suitable goods. The price in the Hebei market is weakening, and the price in the Guangdong market is stable. The price of spot goods is expected to be stable in the short term [6]. Market Analysis - The price of red dates futures declined. The acquisition progress in the production area has accelerated, and the price in the Hebei market is weakening. The inventory pressure is large, and the supply - demand contradiction has not been alleviated. The actual consumption during the peak season will be the focus [7]. Strategy - Neutral. The decline of red dates futures is obvious, and market gaming has increased. The new - season red dates in the main production areas have not been fully harvested. Attention should be paid to the acquisition price, fruit quality, and consumption during the peak season [8].

Group 1: Apple Report Industry Investment Rating - Neutral to bullish [4] Core View - The price of high - quality apples is expected to remain stable and firm, and attention should be paid to the total amount and structure of apple storage this week. The commodity rate of apples this year is low, and the storage volume is lower than the same period last year [3][4] Summary by Directory - **Market News and Important Data**: The closing price of Apple 2601 contract yesterday was 9,207 yuan/ton, a change of - 22 yuan/ton from the previous day, a decrease of 0.24%. The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.75 yuan/jin, with no change from the previous day. The price of Shaanxi Luochuan 70 semi - commodity late Fuji was 4.15 yuan/jin, with no change from the previous day [1] - **Recent Market Information**: The ground trading of late Fuji in the producing areas is coming to an end, and the western producing areas are gradually shifting to in - warehouse trading. The出库 price of the same quality is firmer than that during the purchase period. It is expected that the price of high - quality goods will remain stable and firm in the short term, and the price of general goods will remain stable. The peak of storage this week may occur [2] - **Market Analysis**: The apple futures price fell slightly yesterday. As the storage enters the later stage, the price of high - quality goods is expected to remain stable and firm. The trading atmosphere in the sales areas is still light, and the demand side is under pressure. The overall出库 price of farmers' goods is about 0.3 yuan higher than that on the ground [3] - **Strategy**: Neutral to bullish. The supply of late Fuji has increased, but the commodity rate this year is low. The storage volume is lower than the same period last year [4] Group 2: Red Dates Report Industry Investment Rating - Neutral [8] Core View - The recent decline of red date futures is obvious, and the market game has increased. The market expectation is relatively pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [7][8] Summary by Directory - **Market News and Important Data**: The closing price of Red Dates 2601 contract yesterday was 9,365 yuan/ton, a change of - 130 yuan/ton from the previous day, a decrease of 1.37%. The spot price of first - grade grey jujubes in Hebei was 9.00 yuan/kg, with no change from the previous day [5] - **Recent Market Information**: The purchase progress in Aksu and Alar regions has accelerated, and the price has slightly loosened. The purchase enthusiasm of enterprises is average. The new - season finished products in Hebei and Guangdong markets have been listed, with a small price adjustment. The purchase enthusiasm of downstream merchants is general [6] - **Market Analysis**: The red date futures price continued to decline yesterday. The raw material purchase in the producing areas is based on quality, and the purchase enthusiasm of enterprises is average. The inventory pressure is large, and the supply - demand contradiction has not been substantially alleviated. The quality of jujubes is better than that of the same period last year. The actual consumption situation in the consumption end will become another focus [7] - **Strategy**: Neutral. The red date futures have declined significantly recently, and the market expectation is pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [8]

Report Industry Investment Rating - The investment strategy for both apples and dates is neutral [4][8] Core Viewpoints - Apple: The apple futures price declined slightly yesterday. The ground trading in the production areas has entered the later stage, and the current focus is on the warehousing work. There is a significant price polarization: high - quality goods remain firm, while the price of common - quality goods is weak. With the warehousing work in the western regions nearing completion, Shandong has become the trading center. It is expected that the warehousing volume will be lower than last year due to continuous rainfall [1][3][4] - Date: The date futures price also declined slightly yesterday. New - crop dates are more expensive than old - crop dates, leading to low market acceptance. As the harvest progresses in Xinjiang, there are concerns about supply pressure after the concentrated listing. It is expected that the price will face downward pressure in the short term [5][7] Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2601 contract yesterday was 8,919 yuan/ton, a change of - 21 yuan/ton or - 0.23% from the previous day - Spot: The price of 80 first - and second - grade late Fuji in Qixia, Shandong was 3.75 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late Fuji in Luochuan, Shaanxi was 4.15 yuan/jin, unchanged from the previous day. The spot basis AP01 was - 1419 in Qixia and - 619 in Luochuan, with a change of + 21 from the previous day [1] Market Analysis - The apple futures price declined slightly yesterday. The ground trading in the production areas has entered the later stage, and the warehousing work is the current core. There is a significant price polarization: high - quality goods are firm due to scarcity, while the price of common - quality goods is weak due to increased supply. As the warehousing work in the western regions nears completion, Shandong has become the trading center. The enthusiasm of fruit farmers for self - warehousing has increased. The commodity rate of this year's late Fuji is low, and merchants are cautious about ordering common - quality goods. The warehousing work has been progressing slowly [3] Strategy - The strategy is neutral. After entering November, the warehousing work of the new - crop Fuji has started. Due to continuous rainfall, the warehousing volume is expected to be lower than last year [4] Date Market News and Important Data - Futures: The closing price of the date 2601 contract yesterday was 9,705 yuan/ton, a change of - 35 yuan/ton or - 0.36% from the previous day - Spot: The price of first - grade grey dates in Hebei was 9.00 yuan/kg, a change of - 0.15 yuan/kg from the previous day. The spot basis CJ01 was - 705, a change of - 115 from the previous day [5] Market Analysis - The date futures price declined slightly yesterday. The arrival volume in Hebei, Guangdong and other places is acceptable, but the new - crop dates are more expensive than the old - crop dates, resulting in low market acceptance. High - cost - performance old - crop dates are more popular. As the harvest progresses in Xinjiang, there are concerns about supply pressure after the concentrated listing, and downstream procurement is cautious. It is expected that the price will face downward pressure in the short term. Overall, the supply pressure in the production areas is gradually emerging, while the demand in the sales areas is insufficient [7] Strategy - The strategy is neutral. The dates are about to be harvested. The date futures price has declined significantly recently, and market competition has intensified. Attention should be paid to changes in the purchase price and actual output [8]

Core Insights - The opening of a new store in Xiaoshan, Zhejiang, marks a significant step in the "Ten Cities, Hundreds of Stores" initiative aimed at promoting Xinjiang products, particularly Akesu apples, in the Hangzhou area [1] - The initiative has established a comprehensive sales network, combining physical stores, e-commerce platforms, and cultural promotion centers to enhance the visibility and sales of Akesu agricultural products [1] Group 1 - The new store serves as a supply hub for local residents, featuring a variety of Akesu products, including the flagship Akesu ice sugar heart apples, almonds, and dates [1] - Over the past two and a half years, the initiative has facilitated the sale of 150,000 tons of Akesu agricultural products in the Yangtze River Delta, generating over 2.6 billion yuan in sales [1] Group 2 - The transformation of industrial collaboration from "blood transfusion" to "blood production" emphasizes the importance of talent cultivation alongside product sales [2] - The success story of Liu Biao, who transitioned from selling red dates to managing a full supply chain enterprise, illustrates the impact of the e-commerce incubation base established by the initiative [2] - The program has trained over 5,000 e-commerce talents, with more than 20 individuals achieving annual sales exceeding 10 million yuan, contributing to a projected online retail revenue of over 4 billion yuan for Akesu in 2024 [2]

Core Insights - The article highlights the success of a series of live-streaming events promoting agricultural products from the Third Division of the Xinjiang Production and Construction Corps, showcasing the effectiveness of e-commerce in boosting local agriculture and enhancing brand recognition [10][11]. Group 1: Live Streaming Events - The live-streaming initiative, part of the "Yuan Products Southbound, Canton Products Northbound" campaign, has featured over 50 sessions, achieving a total exposure of more than 10.32 million and generating sales of 3.2 million yuan [9][10]. - The live broadcasts have effectively showcased the region's agricultural products, emphasizing the quality of cotton grown in the area, which benefits from over 12 hours of sunlight daily [3][4][6]. Group 2: Short Video Content - In addition to live streaming, 50 short videos were created during the campaign, achieving a total exposure of 25 million, highlighting the collaboration between Guangdong and the Third Division [14][17]. - These videos feature interactions between hosts and farmers, as well as stories of cooperation and development, contributing to the popularity of local products such as jujubes, oilseed, lamb, dairy, and cotton products [15][16]. Group 3: Talent Development - The campaign has also focused on talent cultivation, with over 300 e-commerce professionals trained through systematic programs, enhancing the local workforce's capabilities in digital marketing [25][26]. - Training sessions included practical demonstrations on video editing and live-streaming techniques, empowering local farmers to market their products effectively [19][20][24]. Group 4: Future Prospects - The ongoing initiative, organized by the Xinjiang Production and Construction Corps and the Guangdong Provincial Support Command, aims to continue until November 10, promoting the region's agricultural products and establishing a digital bridge for resource sharing [29][31].

Core Viewpoint - The current futures market shows a significant increase in the holding scale of the main 01 contract and the secondary 05 contract for red dates, indicating an escalation in market competition and a shift in expectations regarding supply and demand dynamics [5][7][17]. Futures Market Dynamics - The holding scale of the red date futures contracts has surpassed the total production of gray dates in recent years, reflecting a market that is heavily influenced by historical production seasons [5][7]. - The pessimistic expectations for the traditional peak season 01 contract are driven by the rapid decline in purchase prices after a brief increase in late October, suggesting potential sales losses for industries purchasing new dates [5][6][17]. - Historical data indicates that the nature of red date seasons is distinct, with the 01 contract only falling below the 05 contract during the chaotic sales period at the end of 2022 due to pandemic control measures [5][17]. Price and Inventory Analysis - The current purchase prices in Xinjiang have slightly increased compared to the same period in 2021, but the market remains in a phase of negotiation, with industries lacking the ability to pass high prices onto end consumers [6][17]. - The presence of past production seasons' inventory in the market may suppress consumption while indicating that current market price expectations are too high [17]. - The analysis suggests that if the current production season does not show significant reductions, industries will not rush to purchase, and farmers' reluctance to sell at lower prices will further complicate the market [17]. Market Strategy Recommendations - Despite the intense market competition, maintaining a long position in the peak season 01 contract is viewed as having a high cost-performance ratio, while short positions in the 05 contract should wait for clearer pricing signals from major sales regions like Hebei [6][17]. - The report emphasizes that the traditional peak season's pricing dynamics will likely influence the performance of the off-peak season, making it challenging to establish a successful inverse spread strategy between the 01 and 05 contracts [17].

Core Viewpoint - The article emphasizes the significance of San Shi red dates in the autumn and winter health regimen of Guangdong residents, highlighting their versatility and nutritional benefits [3][26]. Group 1: Product Characteristics - San Shi red dates are primarily composed of gray dates and winter dates, with gray dates having a high sugar content of over 65% when dried, and winter dates being crispy, juicy, and sweet [13][14]. - The unique "natural drying on the tree" method preserves the nutritional value of the red dates, appealing to the discerning tastes of Guangdong consumers [15][16]. Group 2: Agricultural Background - The average annual sunlight in Tumushuke City exceeds 2800 hours, with a temperature difference of 15°C between day and night, contributing to the high quality of red dates [9][10]. - In 2024, the planting area for red dates in Tumushuke is expected to reach 335,700 acres, indicating an increase in both quality and recognition of the product [11]. Group 3: Market Strategy - The third division of Tumushuke City is optimizing its industrial structure by extending the red date planting, processing, and sales chain, focusing on quality, branding, and market expansion [18][19]. - The "Xinjiang products southward, Guangdong products northward" initiative is facilitating the distribution of San Shi red dates to major cities in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing local income [20][21][24]. Group 4: Consumption and Availability - San Shi red dates can be consumed directly, used in sweet soups, or added to nourishing soups, making them a staple for health-conscious consumers in Guangdong [26]. - Various offline experience centers are established in cities like Guangzhou, Foshan, and Dongguan, providing direct access to San Shi red dates for consumers [28][31][33].

1. Report Industry Investment Ratings - Apple: Neutral to bullish [3] - Red dates: Neutral [7] 2. Core Views of the Report - Apple: The futures price of apples fluctuated and declined yesterday, while the spot market showed a pattern of active trading in the west and sluggish trading in Shandong. The prices of high - quality apples in Shaanxi and Gansu remained stable and firm, while trading in Shandong was sporadic due to the small quantity and average quality of red apples. The price of high - quality apples will remain stable and firm, and the price of average - quality apples will be difficult to strengthen. The subsequent focus is on the game between merchants' purchasing mentality and fruit farmers' selling mentality [2]. - Red dates: The futures price of red dates fluctuated and rose yesterday. The new - season red dates in Xinjiang are about to be harvested, and the stocking of mainland merchants has begun. The short - term spot price is expected to remain stable. The market has a relatively certain judgment on the yield trend, and the quality of red dates is better than that of the same period last year. If the yield and quality fall short of expectations, the upward trend of red dates may continue; otherwise, the futures price will be in a volatile pattern [6][7]. 3. Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract yesterday was 8,510 yuan/ton, down 155 yuan/ton or 1.79% from the previous day. - Spot: The price of semi - commercial late Fuji apples above 70 in Luochuan, Shaanxi was 3.85 yuan/jin, unchanged from the previous day. The spot basis was AP01 + - 810, up 155 from the previous day. The prices of late Fuji apples in different regions showed significant differences, with the prices in Shaanxi and Gansu being relatively high and that in Shandong being relatively low [1]. Market Analysis - The futures price of apples fluctuated and declined yesterday. The spot market was divided, with active trading in the west and sluggish trading in Shandong. The continuous rainy weather affected the coloration of apples in the production areas, delaying the concentrated listing time of red apples. After the Double Festival, the demand did not improve significantly. The price of high - quality apples remained stable and firm, and the price gap between high - quality and average - quality apples was obvious [2]. Strategy - The strategy for apples is neutral to bullish. The late Fuji apples are sporadically on the market, and the acquisition period may be shortened. It is expected that the price of high - quality apples will remain stable and firm, and the price gap will be obvious [3]. Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract yesterday was 11,360 yuan/ton, up 255 yuan/ton or 2.30% from the previous day. - Spot: The spot price of first - grade gray dates in Hebei was 9.50 yuan/kg, unchanged from the previous day. The spot basis was CJ01 - 1860, down 255 from the previous day. The new - season red dates in Xinjiang are about to be harvested, and the stocking of mainland merchants has begun. The order - signing process in different regions is progressing, but the current price is not representative [4]. Market Analysis - The futures price of red dates fluctuated and rose yesterday. The new - season red dates in Xinjiang are about to be harvested, and the stocking of mainland merchants has begun. The short - term spot price is expected to remain stable. The inventory pressure is still there, and the supply - demand contradiction has not been substantially alleviated. The market has a relatively certain judgment on the yield trend, and the quality of red dates is better than that of the same period last year [6]. Strategy - The strategy for red dates is neutral. If the yield and quality fall short of expectations, the upward trend of red dates may continue; otherwise, the futures price will be in a volatile pattern. Attention should be paid to consumption, new - season quality, and yield changes [7].

Core Viewpoint - The article highlights the launch of the "Xinjiang Products Southbound, Guangdong Products Northbound" themed month activity in the third division of Tumushuke City, promoting high-quality agricultural products from Xinjiang to consumers in the Guangdong-Hong Kong-Macao Greater Bay Area [3][5][39]. Group 1: Themed Month Activity - The themed month activity runs from October 1 to 31, featuring daily flash sales at 10 AM and limited-time festive gift box promotions [3][4][8]. - The focus is on specialty products such as gray dates, walnuts, and beef and mutton, aiming to enhance consumer understanding of the local culture and products [4][10][25]. - A dedicated section for the themed month will be set up on the main online platform, showcasing various unique products to meet diverse consumer needs [8][9][10]. Group 2: Regional Characteristics and Collaboration - Tumushuke City benefits from unique natural conditions, including abundant sunlight and fertile soil, making it a hub for high-quality agricultural products [19][21][22]. - The "Xinjiang Products Southbound, Guangdong Products Northbound" initiative has successfully introduced over 1,000 Xinjiang products to the market, with more than 300 from Tumushuke City alone [23][24]. - The collaboration between Xinjiang and Guangdong serves as a model for regional support and industrial cooperation, enhancing brand recognition and sales in the Greater Bay Area [22][33][37]. Group 3: Consumer Engagement and Cultural Significance - The activity not only promotes consumption but also fosters emotional connections between consumers and the products, reflecting the spirit of local agriculture and history [34][36][39]. - The initiative aims to transform the region's agricultural landscape, turning the Gobi Desert into productive land and connecting products with consumers' hearts [37][38].