国产水果平替化趋势崛起，部分进口高端水果价格下降。 中国是水果消费大国。国家统计局数据显示，2024年全国居民人均鲜瓜果消费量为61.6千克，而在10年前，这一数据为40.5千克，10年间增长超过50%。 近期，有关"2万月薪吃不起百果园"的话题冲上热搜，一时间引发热议。 第一财经记者在经过水果原产地、渠道和零售端多方面采访后了解到，每种水果的收成、定价都不同，但在市场会有比较热销的关键品类，这些品类的价格 是随行就市的，加上运输成本、冷链保鲜等会有一定程度的加价。而百果园这类业态则还要加上果切服务费用，因此会让消费者觉得价高。 值得关注的是，不少关键水果品类都是进口水果为主，比如西梅、车厘子等，而随着国产同类水果的种植加强，如今国产水果平替化正在崛起，部分进口高 端水果的市场价格正在下降。 高价进口水果"跌落凡尘" 清晨时分，首衡高碑店国际农产品交易中心一片繁忙的景象，作为京津冀地区最大的"菜篮子"工程，一挂挂货车将南来北往的蔬果在这里集中。 郭立秋也是市场中从事进口水果业务的大商之一，前前后后做了30多年水果生意，但近两年进口水果市场的变化，让他颇为感慨，过去价格高高在上的进口 水果价格纷纷跌落凡尘。比如 ...

Core Viewpoint - The transformation of barren mountains in Xingguo County, Jiangxi Province, into an ecological navel orange industry base demonstrates effective ecological governance and rural revitalization, benefiting local communities and enhancing environmental sustainability [2][4]. Group 1: Environmental Transformation - Xingguo County faced severe soil erosion and land degradation, with over 1,899 square kilometers affected, accounting for more than half of the county's total area of 3,215 square kilometers [5][6]. - The implementation of the "Mountain Water Project" in 2017 initiated five major ecological construction projects aimed at soil erosion control and land improvement, leading to a significant increase in vegetation coverage from 28.8% to 84.6% [7]. Group 2: Agricultural Development - Liu Yao, a young entrepreneur, successfully transformed barren land into a thriving navel orange orchard, leveraging agricultural knowledge and community support to establish a cooperative that now includes over 1,000 acres of land [6][9]. - The cooperative has provided over 2,000 seedlings to more than 100 local farmers and organized over 20 training sessions on agricultural techniques, contributing to the poverty alleviation of 75 households and improving the livelihoods of over 1,000 individuals [10]. Group 3: Future Plans and Innovations - Liu Yao aims to enhance the brand and market reach of the navel oranges through e-commerce and has successfully obtained export qualifications for the products [11]. - The orchard plans to host various cultural and tourism events, such as music festivals and fruit-picking activities, to further promote rural tourism and community engagement [11].

本文来自微信公众号：新周刊 （ID：new-weekly），作者：谢无忌，编辑：Felicia，题图来自：AI生成 一个瘦瘦的、穿着白色T恤的科普达人，带了17种荔枝来到电影院。在《长安的荔枝》观影现场，他向观众科普了荔枝相关的知识，言语中透着理科生的一 丝不苟："很多人不知道荔枝居然有这么多品种，每一种的味道和香气都不同。品尝荔枝也有小技巧，果肉有的是透明的，有的已经混浊了，其实半透明、 带点奶白色的才是品质比较好的荔枝。" 观众反响平淡，等他将荔枝送给台上的主演明星时，掌声和欢呼声才开始热烈起来。"看得出来现场很多人对水果不关心，觉得它们是可有可无的东西，能 吃就行——不都是一个味道？"事后在采访当中，他回忆起当时的场景，有些落寞地感慨大家对科普不感兴趣。 这个科普达人就是被称为"中国最爱吃水果的人"的杨晓洋，他是中文互联网上著名的"水果猎人"，可以说，是国内对水果理解最透彻的人之一。水果猎人并 不是传统意义上的职业类别，而是一类寻找全球特色水果，记录和传播它们的特性，并以此为核心使命的人。 （图/被访者供图） 十几年前，加拿大记者亚当·李斯·格尔纳在《水果猎人》一书当中记录了自己的经历：他走访热带国家， ...

Core Viewpoint - The article highlights the successful transformation of Qianjin Village through the use of internet sales channels, leading to significant improvements in agricultural product sales and collective economic development [1][12]. Group 1: Background and Challenges - Qianjin Village faced challenges such as narrow sales channels for agricultural products and slow development of collective economy, with a total cultivated area of 1,539 acres and an average of 1.06 acres per person [1]. - The village's agricultural production was severely impacted by natural disasters in 2025, including increased rainfall and landslides, which affected product quality and yield [1][10]. Group 2: Initiatives and Strategies - The village's work team, consisting of various officials, identified the potential of internet sales and aimed to expand these channels to enhance economic growth [3]. - Initial efforts included leveraging support from local banks and government units to promote agricultural products through social media platforms like WeChat [5]. - Following the success on WeChat, the team expanded to live-streaming sales on Douyin, engaging professional trainers to enhance the effectiveness of their marketing [7][8]. Group 3: Overcoming Obstacles - The work team faced challenges such as product quality control due to natural disasters and logistical issues due to the village's remote location [10]. - To address these challenges, the team implemented strict quality checks and collaborated with multiple courier companies to secure better logistics pricing and efficiency [10]. Group 4: Results and Future Outlook - The online sales of Qianjin Village's agricultural products exceeded 200,000 yuan in 2025, generating profits over 10,000 yuan, significantly benefiting local farmers and boosting the collective economy [12]. - The success of online sales has encouraged more villagers to learn e-commerce skills and participate actively in the sales process, indicating a positive shift towards internet-enabled rural revitalization [12].

林芝市察隅县地处西藏东南部，眼下，正是这里的猕猴桃挂果生长关键期，农户们在3000多亩的猕猴桃种植园里忙碌着。2024年，察隅县仅猕猴桃一项产值 就超过2700万元，当地受益群众超过2000人。 西藏林芝市察隅县下察隅镇宗古村驻村工作队副队长仁增达加：猕猴桃已经成为我们的一个推进乡村振兴的重要支柱产业，村民们一年四季都能够在家门口 实现稳定的就业。 如今在西藏沿边地区，富民产业如雨后春笋般蓬勃发展，岗巴黑山羊、噶尔蔬菜、亚东鲑鱼等农副产品，成为边境群众打开增收致富大门的"金钥匙"。 西藏4000多公里的国境线上，星罗棋布的边境村是祖国边疆的坚实守护者。随着固边兴边富民行动在雪域高原深入推进，这里村村通路、户户连网，群众生 产生活条件大幅提升，特色产业蓬勃兴起，正绘就一幅边防巩固、边境安宁、边民幸福的新时代画卷。 总台央视记者陈昱：这条村民们用脚步踩出来的小道，在大多数的地方只能容纳一个人通过，而就是这条路，我们的护边队员每年无论寒暑，除了大雪封山 的那几天，他们每天都要完整地走上一趟。 年近70的老党员次仁旦达，30多年前就开始巡边，如今，当年只有两三人的巡边小组，已经发展成了由82名村民组成的护边队。 西藏 ...

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 Insights - The recent rankings of the top counties and districts in Sichuan show that the province has 20 entries, maintaining its position as the third highest in the country and the first in the western region for three consecutive years [1][2] - The top counties and districts contribute over 42% of the province's total economic output, highlighting their significant role in regional economic development [1] - Sichuan's strategy for enhancing county-level economies includes a roadmap focused on strengthening strong areas, expanding capabilities, and improving weaker regions [1][5] Group 1: Rankings and Performance - In the 2025 rankings, Sichuan has 13 districts and 7 counties listed among the national top 100, with no change in the number of entries compared to the previous year [2] - The number of top districts in Sichuan has increased from 6 in 2018 to 13 currently, while the number of top counties has risen from 2 in 2021 to 7 [2][5] - Notable progress includes Chengdu's Jinjiang District moving from 72nd to 58th over five years, and Jianyang County achieving a ranking of 79th among the top counties [2][4] Group 2: Economic Contributions and Growth - The 20 top counties and districts in Sichuan are spread across 8 cities, covering major economic areas, with only the northwest ecological demonstration area yet to have representation [4][5] - The GDP of the top districts in 2024 shows significant figures, with Wuhou District at 418.83 billion and Shuangliu District at 222.60 billion, both demonstrating positive growth rates [6] - The overall economic output of 39 underdeveloped counties in Sichuan reached 314.69 billion in 2024, marking a 6.1% increase from the previous year [14] Group 3: Strategic Development Initiatives - Sichuan's development strategy emphasizes the importance of industrial growth, with a focus on enhancing traditional industries and fostering new sectors like commercial aerospace [7][11] - The province aims to address economic disparities by implementing targeted support measures for underdeveloped areas, particularly in regions like Ganzi and Aba [12][13] - The approach includes promoting local specialties and developing unique industries to strengthen economic foundations in weaker counties [13][18]

Core Insights - The recent rankings of the top counties and districts in Sichuan show that the province has 20 counties (cities, districts) listed, maintaining its position as the third highest in the country and the first in the western region for three consecutive years [1][4] - The top counties and districts significantly contribute to the local economy, accounting for over 42% of the province's total economic output despite representing less than 11% of the total counties [1][4] - Sichuan's strategy for enhancing county-level economic development includes a roadmap focusing on strengthening strong areas, expanding capabilities, and improving weaker regions [1][16] Rankings and Performance - In the 2025 rankings, Sichuan has 13 districts and 7 counties listed among the national top counties and districts, with no change in the number from the previous year [2] - Over the years, Sichuan has shown improvement in its rankings, with the number of top districts increasing from 6 in 2018 to 13 currently, and top counties rising from 2 in 2021 to 7 [2][4] - Notable progress includes Chengdu's Jinjiang District moving from 72nd to 58th over five years, and Jianyang County achieving a ranking of 79th, marking it as the "first county" in Sichuan [2][4] Economic Structure and Growth - The coverage of top counties and districts in Sichuan has expanded to 8 cities (prefectures), indicating a broader regional economic development [4] - Despite being in the top tier nationally, Sichuan still lags behind provinces like Jiangsu and Zhejiang in terms of the number of top counties and the scale of economic output, with no counties exceeding the "trillion" GDP threshold [4] - The GDP of the top districts in Sichuan for 2024 shows significant figures, with Wuhou District at 418.83 billion and Shuangliu District at 222.60 billion, reflecting growth rates of 6.2% and 5.9% respectively [5] Industrial Development and Future Prospects - Emerging industries and the transfer of industries to the central and western regions present opportunities for growth, particularly for counties like Jianyang and Xichang, which are close to reaching the "trillion" GDP mark [7] - Deyang's Jingyang District has already achieved "trillion district" status and aims to enhance its industrial base through digital transformation and service sector growth [7] - The overall economic structure in Sichuan is shifting, with a notable increase in the number of counties with GDPs between 500 million and 1 billion, indicating a healthier economic balance [8] Support for Underdeveloped Areas - Sichuan is focusing on supporting underdeveloped counties, particularly in regions like Ganzi and Aba, with significant investments and initiatives aimed at improving economic conditions [12][14] - The province's strategy includes targeted support in key areas to address disparities and enhance overall economic performance [12][14] - The restructuring of the economic framework in underdeveloped areas has led to a shift where the secondary industry now contributes more than the primary industry for the first time [14]

Core Viewpoint - Climate change is fundamentally altering agricultural practices in China, necessitating adjustments in crop selection and planting schedules to adapt to new weather patterns [1][3][30]. Group 1: Impact of Climate Change on Agriculture - The suitable regions for wheat cultivation are gradually shifting northward, requiring changes in sowing times for winter wheat and the introduction of flood-resistant rice varieties in northeastern China [1][3][30]. - Farmers are facing increased costs due to prolonged droughts and extreme weather, leading to higher irrigation expenses and reduced crop yields [2][3][20]. - The frequency of extreme weather events has increased, with a notable rise in high-temperature days and drought conditions affecting crop production across various regions [26][30]. Group 2: Adaptation Strategies - Farmers are beginning to adopt new planting strategies, such as using drought-resistant seeds and investing in irrigation infrastructure to cope with changing climate conditions [3][22][31]. - The Chinese government is initiating a nationwide agricultural climate zoning project to redefine crop planting areas based on current climate conditions [4][30]. - High-standard farmland construction is being promoted as a key method to mitigate the impacts of climate change, enhancing irrigation efficiency and reducing the risk of crop failure [32][31]. Group 3: Economic Implications for Farmers - The financial burden on farmers is increasing due to higher irrigation costs and reduced crop yields, leading some to reconsider their agricultural practices or exit farming altogether [2][27][28]. - In regions like Henan and Shaanxi, farmers report significant drops in income due to adverse weather conditions, with some expecting a 30% decrease in yields compared to previous years [12][20][27]. - The rising costs of labor and inputs for crop production are pushing farmers to shift from high-maintenance crops to more resilient options like wheat and corn [27][28].

Core Insights - The province is expecting significant rainfall and high temperatures from August 3 to August 8, with localized severe weather events such as thunderstorms and heavy rainfall [1] - The rainfall is anticipated to improve soil moisture conditions in the Yellow River basin and other regions, benefiting the growth of autumn crops and economic fruit trees [1] - However, there are risks of waterlogging in low-lying areas and high temperatures persisting in certain regions, which could adversely affect crops like corn, soybeans, rice, and kiwifruit [1] Summary by Sections Weather Forecast - A notable precipitation event is expected from August 3 to 5, with the heaviest rainfall occurring in northern Shaanxi during the night of August 3 to the daytime of August 4, and in Guanzhong and southern Shaanxi on the night of August 4 [1] - A second significant rainfall event is forecasted for August 7 to 8 [1] Agricultural Impact - The rainfall will help alleviate drought conditions and improve soil moisture, which is beneficial for autumn crops and economic fruit trees [1] - However, northern Shaanxi is experiencing soil moisture levels exceeding 90%, leading to a high risk of waterlogging in low-lying areas, and there is a risk of corn lodging due to thunderstorms [1] Recommendations for Farmers - Farmers in over-saturated areas in northern Shaanxi are advised to clear drainage ditches and manage post-rain fertilization and pest monitoring [2] - In Guanzhong and southern Shaanxi, farmers should irrigate autumn crops during cooler periods and enhance field management practices [2] - For orchards, methods such as covering, spraying, and shading are recommended to mitigate the effects of high temperatures and drought [2]