节后销区苹果到车减少， 水果降价 苹苹苹苹 2026.2.25 作者：魏舒婷 从业资格证号：F03149087 交易咨询证号：Z0022950 研究联系方式：weishuting@zjtfqh.com 我公司依法已获取期货交易咨询业务资格 审核：李文涛 交易咨询证号：Z0015640 观点小结 | 苹果 | 定性 | 解析 | | --- | --- | --- | | 核心观点 | 震荡 | 今年苹果产量偏低、国内冷库库存低，累计出库不及去年同期。现货价格维持稳定，特别是好货，现货基差较上周走强。 | | | | 销区到车量较节前明显减少，节后水果批发价普遍下降，农业部监测的六种水果中下降最多的是鸭梨、其次苹果，比价 | | | | 仍处于高位区间。后续持续关注销区成交氛围、库内货源出库情况、柑橘类水果交易情况。 | | 价格表现 | 中性 | 本周苹果盘面较节前微跌，现货方面，2月24日，栖霞一、二级80#纸袋4元/斤（与上周持平），洛川70#纸袋4.2元/斤 | | | | （与上周持平），主力合约现货基差-1705元/吨（上周-1835元/吨）。 | | 供应 | 中性偏多 | 2025年我国苹果产量 ...

评论丨从"两业 协同"感悟广东 乡村振兴的三重 境界_南方+_南 方plus 南海之滨，春潮 涌动。丙午马年 开工首日，广东 以"制造业与服 务业协同发 展"为主题，连 续第四年召开高 质量发展大会。 这回目光不光盯 着珠三角的工厂 流水线，也投向 了粤东粤西粤北 的广袤田野。 在"百县千镇万 村高质量发展工 程"的实践沃土 上，"两业协 同"正在书写乡 村振兴的崭新篇 章。从田头到车 间，从传统农人 到现代"农匠" ， 一幅产业融合、 人才汇聚、城乡 联动的图景，正 徐徐铺展。 一是从"田间到 车间"感悟产业 链融合之深。 农业与制造业、 服务业的深度融 合，正在重新定 义"三农"的价值 边界。江门新会 文发农机服务中 心，20套先进农 机装备构建起覆 盖水稻全产业链 的服务体 系，"订单式"全 程托管模式把育 秧、机插、植 保、收割、烘 干、加工打包成 一个完整的服务 产品，年均服务 面积超3万亩。 农民不必拥有农 机，却能享受现 代装备带来的效 率，这正是"两 业协同"在农业 领域最生动的实 践。 回看南粤，这样 的融合场景遍地 开花。河源东源 万绿智慧农场 里，无人驾驶水 直播机、无人收 割机轮番登场 ...

为了春节假期里的那口"鲜" 正月初五凌晨2时30分，上海外高桥（600648）港四期码头。海风裹挟着咸腥味。大多数人正沉浸在梦 乡，但对于上海外高桥边检站的移民管理警察来说，这正是战斗打响的时刻。 伴随着巨大的引擎轰鸣声，中国香港籍"海丰明诚"轮缓缓靠泊。这艘巨轮带来的是2800多吨即将出现在 上海及周边城市超市货架上的"鲜货"——1800余吨金黄的菠萝和1000余吨饱满的香蕉。 "生鲜最怕'等'字。"外高桥边检站执勤一队教导员毛君超搓了搓冻得通红的手，目光紧盯着船舷。在他 看来，这些水果不仅仅是商品，更是春节期间市民消费升级的需求体现。"现在的消费者对品质要求很 高，不仅要吃得饱，还要吃得好、吃得鲜。如果通关慢了，水果在港口多停一小时，损耗就增加一分， 送到消费者手里的时间就晚一分。" 没有烦琐的仪式，没有客套的寒暄。边检民警们迅速登轮，在摇晃的甲板上开始了紧张的查验工作。为 了抢时间，他们采取了"提前办结、靠前服务"的模式。 "我们要做的，就是把'通关时间'从'生鲜保质期'里抠出来。"毛君超说。凌晨的寒风中，他们的身影在 货轮与码头间穿梭，只为确保这批热带水果能赶在早市甚至晚高峰前，通过冷链物流进入千家万 ...

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 129.59, up by 0.11 points from the previous day, indicating a general rise in agricultural product prices [1] - The "Vegetable Basket" product wholesale price index rose to 132.44, up by 0.13 points from the previous day, reflecting a similar trend in essential food items [1] Price Summary - The average wholesale price of pork reached 18.21 yuan/kg, an increase of 0.8% from the previous day - Beef prices rose to 66.61 yuan/kg, up by 0.1% - Mutton prices decreased slightly to 64.98 yuan/kg, down by 0.1% - Egg prices increased to 8.31 yuan/kg, up by 0.4% - Broiler chicken prices rose to 17.41 yuan/kg, up by 1.0% [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables was 5.58 yuan/kg, an increase of 0.9% - The average price of 6 monitored fruits was 8.06 yuan/kg, up by 1.0% [1] Fish Prices - Prices for crucian carp decreased to 19.57 yuan/kg, down by 0.8% - Carp prices fell to 14.47 yuan/kg, down by 0.3% - White catfish prices increased to 10.56 yuan/kg, up by 4.0% - Large hairtail prices rose to 44.83 yuan/kg, up by 0.4% [1] Price Changes in Key Products - The top five price increases among 46 monitored fresh agricultural products included cauliflower (4.8%), white catfish (4.0%), asparagus lettuce (4.0%), giant peak grapes (2.5%), and ginger (2.4%) - The top five price decreases included green peppers (1.3%), crucian carp (0.8%), pineapples (0.7%), potatoes (0.4%), and Fuji apples (0.3%) [2]

把农业建成现代 化大产业的四大 着力点丨一号文 件系列评①_南方 +_南方plus 务农重本，国之 大纲。2026年中 央一号文件《关 于锚定农业农村 现代化扎实推进 乡村全面振兴的 意见》明确指 出，提升乡村产 业发展水平、乡 村建设水平、乡 村治理水平，努 力把农业建成现 代化大产业。这 为我国进一步推 动农业农村现代 化，实现高质量 发展指明了方 向。广东的第一 产业占GDP的比 重虽然不高，但 是广东第一产业 总产值在全国一 直处于前列，是 一个不折不扣的 农业大省，然而 还不是农业强 省。把农业建成 现代化大产业不 仅有利于广东更 好实施"百县千镇 万村高质量发展 工程"，推动城乡 区域协调发展， 实现加快建成农 业强省目标，而 且对推动广东在 全面实现中国式 现代化、扎实推 进共同富裕走在 全国前列具有重 要支撑作用。把 农业建成现代化 大产业，广东需 要聚焦四大方面 进一步突破。 把农业建成现代 化大产业，要着 力将传统小农观 要转变为大农业 观。 理念是行动的先 导，小农业向大 农业转化涉及到 观念的转变。随 着城乡居民收人 水平的提高，居 民的食物消费结 构中粮食、肉 禽、蔬菜的比例 普遍由 ...

Core Viewpoint - The agricultural technology demonstration base in Zhanjiang has successfully conducted a training program benefiting 769 farmers, focusing on practical agricultural techniques to enhance productivity and address farmers' pain points [2][22]. Group 1: Training Program Overview - The training program is part of the 2025 grassroots agricultural technology promotion system reform and construction project [2]. - It involved 16 demonstration bases acting as "field classrooms" where farmers engaged in immersive learning of practical agricultural techniques [3][9]. - The program aims to directly address the production challenges faced by farmers and align with Zhanjiang's leading industry needs [5][6]. Group 2: Agricultural Techniques Introduced - The training introduced effective agricultural technologies such as green pest control for rice, which reduces pesticide usage while improving quality [6]. - Techniques for sweet potato healthy seedling application were shared to enhance seedling survival rates [7]. - The program also covered pest control methods for citrus, which are cost-effective and environmentally friendly, along with a high-efficiency planting model for pineapples [8]. Group 3: Expert Involvement and Teaching Methodology - Experts from agricultural research institutions, including Guangdong Academy of Agricultural Sciences and South China Agricultural University, were invited to lead the training [13][14]. - The teaching approach emphasized practical, hands-on demonstrations and direct engagement with farmers, ensuring that the content was relevant and easily understandable [15][16]. - The training included real-time problem-solving, with experts providing on-the-spot guidance to farmers [18][19]. Group 4: Impact and Outreach - The 2025 base construction not only covered 16 bases and 769 farmers but also influenced over 140 additional farmers to adopt new techniques [22]. - The implementation rate of the promoted agricultural technologies in Zhanjiang has reached 100%, significantly aiding farmers in overcoming production challenges and enhancing agricultural output [23][24].

Group 1 - The core product being discussed is the "pink pineapple," which has a unique pink flesh and is priced significantly higher than regular pineapples, reaching over 800 RMB per piece, making it ten to dozens of times more expensive than ordinary pineapples [1] - The pink color of the pineapple is due to the presence of lycopene, which is retained through genetic modification that reduces the enzyme responsible for converting lycopene to beta-carotene, resulting in the distinctive color [2] - Del Monte Fresh Produce Co. is the sole producer and seller of pink pineapples globally, with cultivation limited to specific farms in central Costa Rica, and the fruit takes nearly two years to mature [2] Group 2 - The terms "pineapple" and "凤梨" (Fengli) refer to the same fruit, scientifically known as Ananas comosus, with variations in name stemming from cultural and regional differences [3] - Different cultivated varieties of pineapples exist, including the "Queen" variety, which is commonly grown in China and known for its high yield and storage capabilities [4] - The "Cayenne" variety is characterized by its large fruit and moderate sweetness, while the "Spanish" variety is primarily used for juice or canned products [5][6] Group 3 - Pineapples can cause a stinging sensation when eaten due to bromelain, an enzyme that breaks down proteins, and calcium oxalate crystals that can irritate the mouth [7] - To mitigate the stinging sensation, consumers can choose low-bromelain varieties or cook the pineapple, which deactivates the enzyme [8] - The market offers a variety of pineapple options, allowing consumers to select based on their preferences [9]

Core Viewpoint - The proposal submitted by 彭健铭 addresses the contradiction between the need to prevent the "non-grain" use of arable land and the development of specialty agriculture, emphasizing the importance of integrating these aspects for sustainable agricultural practices in southern China [1][2]. Group 1: Proposal and Policy Response - 彭健铭's proposal suggests managing shallow-rooted crops on undamaged arable land as arable land, and including crops like bananas in the arable land management scope, promoting intercropping of grain and oil crops in orchards [2]. - The proposal received a positive response from national ministries, with several recommendations reflected in the latest policies issued by the Ministry of Natural Resources and the National Forestry and Grassland Administration [1][2]. Group 2: Implementation and Impact - The new regulations allow for the recognition of undamaged arable land used for growing vegetables, shallow-rooted crops, and medicinal herbs, while also permitting temporary adjustments for fruit and tea trees based on actual usage [2]. - The implementation of these regulations provides clearer institutional support for the development of specialty agriculture in southern and southwestern regions, alleviating the dilemma faced by farmers between preserving arable land and ensuring their livelihoods [2]. Group 3: Democratic Process and Policy Development - The journey from field research to proposal submission, and from ministerial response to policy implementation exemplifies the concept of "consultative democracy" in action, highlighting the positive interaction between democratic processes and policy formulation in China [3].

Core Insights - The "Agricultural Products Wholesale Price Index" increased to 130.56, up by 0.05 points from the previous day, while the "Vegetable Basket" price index rose to 133.55, up by 0.06 points [1] Price Changes in Key Products - The average wholesale price of pork is 18.60 yuan/kg, down by 0.6% from yesterday - Beef is priced at 66.01 yuan/kg, down by 0.2% - Mutton is at 63.50 yuan/kg, down by 1.0% - Eggs increased to 8.58 yuan/kg, up by 0.2% - Broiler chicken is priced at 16.68 yuan/kg, down by 2.8% [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 5.58 yuan/kg, down by 0.4% - The average price of 6 monitored fruits is 7.93 yuan/kg, down by 0.4% [1] Fish Prices - Crucian carp is priced at 19.40 yuan/kg, up by 0.4% - Carp is at 13.88 yuan/kg, down by 0.8% - White catfish is priced at 9.94 yuan/kg, down by 4.4% - Large hairtail is at 41.58 yuan/kg, down by 1.9% [1] Price Fluctuations in Specific Products - Among 46 monitored fresh agricultural products, the top five price increases were for asparagus lettuce (3.9%), pineapple (2.8%), green beans (2.5%), white radish (1.7%), and ginger (1.7%) - The top five price decreases were for onion (4.8%), white catfish (4.4%), duck pear (3.4%), broiler chicken (2.8%), and lettuce (2.6%) [2]

Group 1: Key Points on Agricultural Cooperation - The China Tropical Agricultural Academy (CTAA) has been actively collaborating with Belt and Road Initiative countries to promote sustainable agricultural technology, helping to alleviate poverty and enhance global tropical agriculture development [1] - In Cambodia, the CTAA has been involved in developing pepper cultivation since 2015, addressing issues like pest control and low production standards, resulting in a 22% average increase in pepper yield [2][3] - The CTAA's expert team has provided hands-on training to local technicians and farmers, leading to significant improvements in agricultural practices and crop management [3] Group 2: Key Points on Specific Agricultural Projects - In Sri Lanka, the CTAA has initiated a project to enhance the value of tropical fruits, with techniques such as pruning and integrated pest management, leading to a 50% increase in mango yield [4][5] - Over two years, the CTAA has trained over 2,200 farmers and technicians in Sri Lanka, resulting in a threefold increase in pineapple yield and a 70% increase in banana production [5] - The collaboration has also led to the certification of over 300 local farms under Sri Lanka's Good Agricultural Practices [5] Group 3: Key Points on Date Palm Cooperation with UAE - The CTAA has been working with the UAE on date palm cultivation, with a donation of 25,000 date palm seedlings from the UAE to China between 2021 and 2024 [6] - The collaboration has included the establishment of a regional pest control system, significantly reducing pest incidence from 1% to 0.1% [6] - The partnership aims to enhance agricultural innovation and strengthen ties between China and the UAE through mutual cooperation in the date palm industry [6][7]