禽产品批发价格小幅上涨，其中鸡蛋、白条鸡分别上涨1.4%和0.5%。 水产品批发价格略有上涨，其中草鱼、大带鱼、鲤鱼分别上涨0.5%、0.5%和0.1%。 据商务部市场运行监测系统显示，8月18日至24日，全国食用农产品市场价格比前一周（环比，下同） 上涨0.5%。 肉类批发价格略有波动，其中猪肉每公斤20.05元，下降0.6%，牛肉、羊肉均上涨0.3%。 30种蔬菜平均批发价格每公斤4.46元，上涨3.2%，其中西兰花、黄瓜、西葫芦分别上涨18.9%、10.9%和 10.2%。 粮油批发价格略有下降，其中豆油、菜籽油、大米、面粉均下降0.2%，花生油上涨0.1%。 6种水果平均批发价格小幅下降，其中葡萄、西瓜、香蕉分别下降1.1%、1.1%和0.9%。 ...

作上建议逢低短多交易，注意控制风险。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 苹果产业日报 2025-08-27 | 项目类别 | 数据指标 数据指标 | 最新 | 环比 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 10月合约收盘价:苹果(日,元/吨) 154 主力合约持仓量:苹果(日,手) | 8278 | | 89060 | 16948 | | | 期货前20名持仓:净买单量:苹果(日,手) | 3562 | 4102 | | | | | 甘肃静宁苹果现货价格(纸袋75#以上)(日, 山东沂源苹果现货价格(纸袋75#以上)(日, | 4 | 0 | 2.3 | ...

村支书成为网红的故事，要从何说起呢？ 从近期村支书、驻村第一书记靠搞笑、蹭饭等短视频频繁出圈的现象说起，从山东省潍坊市昌乐县红河 镇埠南头村党支部书记王江堂第一次直播带货说起，还是从北京市延庆区四海镇自带流量的村支书"乡 村振兴天团"的成团说起？ 为何要做网红，红了之后能给村里带来什么，有无相关政策……记者带着这些问题采访了多位村支书。 "我说你听，你别打岔。"村委会办公室里摆着个花葫芦，桌上有直播间卖的大枣、西瓜和茶叶，切了个 西瓜，王江堂声音沙哑，声情并茂，滔滔不绝。 "说来也巧。"四海镇党委宣传委员徐雪林在镇里"乡村振兴创客直播间"的会客厅里回忆起镇里几位村支 书当网红的必然和偶然。 媒介带来的变化、职能转变、政策因素，这些似乎都在引导村支书在流量中或扑腾，或遨游，"制造"出 一个又一个戴着党徽的网红。 书记和流量 2019年，作为省劳模的王江堂受邀去济南参加了一个培训，活动中他听到了"大数据""线上""流量"之类 的信息，"我心里想这是说的啥啊，咱也听不懂。"虽不明白，但这些词却在脑中留下了痕迹。王江堂从 济南回来没多久便遇到了疫情，"得挨家挨户配好菜给送过去，这些都得在群里协调。这还好办，还有 卫生 ...

Core Insights - The article highlights the successful transformation of Guantou Village in Qian County, Shaanxi Province, through the development of the watermelon industry, leading to improved livelihoods for local farmers [1][2] - The establishment of a watermelon distribution center and irrigation solutions has significantly enhanced the marketability of local watermelons, attracting buyers from various provinces [2] Group 1: Industry Development - Guantou Village has over 3,000 acres dedicated to watermelon cultivation, making it a well-known watermelon-producing area [1] - The village's watermelon is characterized by its large size and high sweetness, which has garnered positive market feedback [1] - The annual trading volume during peak season can reach approximately 400 tons, indicating a robust market presence [2] Group 2: Community Initiatives - A work team composed of representatives from China Construction Bank and China Telecom was instrumental in identifying the potential of Guantou's watermelon and addressing local challenges [1][2] - The village has been developed into Shaanxi's first "Digital Village Demonstration Village," incorporating smart systems for monitoring and security [2] - The local government aims to leverage cultural tourism resources to further enhance the "Liangshan Watermelon" and "Guantou Watermelon" brands for sustained growth [2]

Group 1: Pork Market - The daily supply of white strip pigs in Beijing's Xinfadi market exceeds 1,800 heads, with an average price of 16.9 yuan per kilogram, showing a significant increase compared to last week due to the "fattening for autumn" custom, leading to higher pork consumption [1] - Despite the rising demand, pork prices are not expected to fluctuate significantly in the short term, as production capacity control and the management of live pig weights are being implemented slowly, indicating a gradual downward trend in meat prices [3] Group 2: Vegetable Market - On August 13, the vegetable supply in Xinfadi market reached 19,300 tons, with a weighted average price of 3 yuan per kilogram, indicating sufficient overall supply; however, rainfall has increased vegetable losses in northern production areas, leading to a decrease in output [3] - Prices of certain vegetables, such as cauliflower, have fluctuated due to weather impacts, while more resilient vegetables like onions, potatoes, and carrots have maintained stable prices [3] Group 3: Fruit Market - The daily supply of fruits in Xinfadi market is stable at 12,000 tons, with a weighted average price of 7.18 yuan per kilogram; major varieties include watermelon, cantaloupe, and grapes, with watermelon supply primarily from Jilin, Hebei, and Ningxia [4] - The daily supply of grapes has increased to 1,500 tons in August, with prices dropping by approximately 20% compared to the previous month, sourced from regions like Yunnan, Sichuan, Liaoning, Hebei, and Xinjiang [4] Group 4: Durian Market - The Xinfadi International Durian Pavilion is currently under renovation, with limited durian sales; prices for various durian types range from 30 yuan to 135 yuan per pound, depending on the variety [4][6] - The main source of durians is southern Thailand, with recent prices for durians in boxes ranging from 620 to 680 yuan, reflecting a decrease in production and quality [6]

Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoint - The current low volume of Gala apples on the market and low old - crop inventory boost short - term apple prices, but the price increase may slow down after a large number of Gala apples are listed. Technically, for the 2510 contract, pay attention to the pressure at the 8200 yuan/ton integer mark. It is recommended to partially take profits on long positions at high prices and hold a light position [2] 3. Summary by Relevant Catalogs Futures Market - The closing price of the October apple contract is 8178 yuan/ton. The position of the main contract is 81105 lots, a decrease of 1363 lots. The number of apple warehouse receipts is 0. The net long position of the top 20 futures holders is 2658 lots, an increase of 1045 lots [2] Spot Market - The spot price of apples in Shandong Yantai Qixia (paper - bagged, above 80) is 4 yuan/jin, unchanged. The spot price in Gansu Jingning (paper - bagged, above 75) is 4 yuan/jin, unchanged. The spot price in Shandong Yiyuan (paper - bagged, above 75) is 2.4 yuan/jin, unchanged. The spot price in Shaanxi Luochuan (paper - bagged, above 70 semi - commercial) is 4 yuan/jin, unchanged [2] Upstream Situation - The national apple output is 5128.51 million tons. The weekly wholesale price of apples is 9.75 yuan/kg, a decrease of 0.16 yuan/kg compared to the previous period. The average weekly wholesale price of Fuji apples is 9.51 yuan/kg [2] Industry Situation - The inventory ratio of Shaanxi apples decreased by 10000 (the unit is not clear). The total national apple cold - storage inventory is 53.39 million tons, a decrease of 8.22 million tons. The inventory ratio of Shandong apples decreased by 0.01. The monthly export volume of apples is 40000 tons. The monthly export value of apples is 4330.8 million US dollars, and the monthly import value of fresh and dried fruits and nuts decreased by 245562.17 million US dollars. The weekly profit of first - and second - grade paper - bagged 80 apple storage merchants is 0.5 yuan/jin, a decrease of 0.1 yuan/jin [2] Downstream Situation - The average weekly wholesale price of tangerines is 10.25 yuan/kg, a decrease of 0.39 yuan/kg. The weekly wholesale price of bananas is 5.92 yuan/kg, a decrease of 0.05 yuan/kg. The weekly wholesale price of watermelons is 3.73 yuan/kg. The early - morning average daily arrival of trucks at the Guangdong Jiangmen wholesale market is 8.4 vehicles, an increase of 1 vehicle. The early - morning average daily arrival of trucks at the Guangdong Xiaqiao wholesale market is 11 vehicles, an increase of 1 vehicle. The early - morning average daily arrival of trucks at the Guangdong Chalong wholesale market is 16 vehicles, an increase of 0.4 vehicles [2] Option Market - The implied volatility of at - the - money call options for apples is 20.32%, and the implied volatility of at - the - money put options is 20.39%, an increase of 1.2% [2] Industry News - On August 12, 2025, the trading of inventory Fuji apples in the western production area basically ended, and the remaining goods were mostly picked up by merchants themselves. The trading of early - maturing apples was mainly Gala apples, which were in the centralized bag - removing and coloring period, and merchants were mostly on the sidelines, with prices remaining stable and weak. In the Shandong production area, the trading speed of inventory fruit from farmers was slow, the quality was uneven, there were many price - concession transactions, and the prices were a bit chaotic. The supply of smooth - skinned Luli apples continued to increase, and the prices changed little. The apple 2510 contract rose 0.65% on Tuesday [2]

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core View of the Report - The large - scale listing of Gala apples is slightly delayed, and the low inventory of old - crop apples boosts short - term apple prices. However, when Gala apples are listed later, the price increase rhythm may slow down. Technically, the 2510 contract should pay attention to the pressure at the 8200 yuan/ton integer mark. It is recommended to consider partially taking profits and exiting long positions at high prices and holding them with a light position [2] Group 3: Summary According to the Directory Futures Market - The closing price of the October contract for apples is 8127 yuan/ton, the main contract position is 82468 lots (a week - on - week increase of 2083 lots), the number of warehouse receipts is 0, and the net long position of the top 20 futures holders is 1613 lots (a week - on - week decrease of 1299 lots) [2] Spot Market - The spot price of apples in Shandong Yantai Qixia (paper - bagged, above 80) is 4 yuan/jin, in Gansu Jingning (paper - bagged, above 75) is 4 yuan/jin, in Shandong Yiyuan (paper - bagged, above 75) is 2.4 yuan/jin, and in Shaanxi Luochuan (paper - bagged, above 70 semi - commercial) is 4 yuan/jin, with no week - on - week changes [2] Upstream Situation - The national apple output is 5128.51 million tons (a year - on - year increase of 168.34 million tons), the average wholesale price of apples is 9.75 yuan/kg (a week - on - week increase of 0.03 yuan/kg), the average wholesale price of Fuji apples is 9.51 yuan/kg (a week - on - week decrease of 0.16 yuan/kg), the total national apple cold - storage inventory is 53.39 million tons (a week - on - week decrease of 8.22 million tons), the storage capacity ratio of Shandong apples is 0.09 (a week - on - week decrease of 0.01), the storage capacity ratio of Shaanxi apples is 0.02 (a week - on - week decrease of 0.01), and the monthly export volume of apples is 40000 tons (a month - on - month decrease of 10000 tons) [2] Industry Situation - The monthly export value of apples is 4330.8 million US dollars, the monthly import value of fresh and dried fruits and nuts is 1955488 - 245562.17 million US dollars, and the weekly profit of first - and second - grade paper - bagged 80 apple storage merchants is 0.5 yuan/jin (a week - on - week decrease of 0.1 yuan/jin) [2] Downstream Situation - The average wholesale price of tangerines is 10.25 yuan/kg (a week - on - week decrease of 0.39 yuan/kg), the wholesale price of bananas is 5.92 yuan/kg (a week - on - week decrease of 0.05 yuan/kg), the wholesale price of watermelons is 3.73 yuan/kg (a week - on - week decrease of 0.08 yuan/kg), the average daily number of early - morning arriving trucks at the Guangdong Jiangmen wholesale market is 8.4 (a week - on - week increase of 1), at the Guangdong Xiaqiao wholesale market is 1 (a week - on - week increase of 11), and at the Guangdong Chalong wholesale market is 16 (a week - on - week increase of 0.4) [2] Option Market - The implied volatility of at - the - money call options for apples is 19.18% (a day - on - day increase of 0.04%), and the implied volatility of at - the - money put options for apples is 19.19% (a day - on - day increase of 0.06%) [2] Industry News - On August 11, 2025, after rainfall in the western production areas such as Weinan, the coloring conditions for apples were good. It is expected that a large number of red paper - bagged Gala apples will appear in four or five days. Currently, most purchasers are waiting and watching, and the price is slightly weak. The low - priced bare - skinned Gala apples are selling well, priced according to quality. In the Shandong production area, the trading of inventory apples is light, the trading of early - maturing bare - skinned Luli apples is smooth, and the prices are temporarily stable. On Monday, the 2510 contract of apples closed up 1.31%. According to the preliminary estimate of the bagging volume survey data by Mysteel, the national apple output is expected to be 3736.64 million tons, an increase of 85.93 million tons or 2.35% compared with the 2024 - 2025 production season. As of August 6, 2025, the cold - storage inventory of apples in the main national production areas is 53.39 million tons, a week - on - week decrease of 8.02 million tons. The sales speed has slowed down slightly compared with last week and is basically the same as that of last year [2] View Summary - The inventory of old - crop apples is low, and the sales pressure is not large. The trading is priced according to quality, and the overall sales speed has slowed down. After rainfall in the western production areas such as Weinan, the coloring conditions for apples are good, and it is expected that a large number of red paper - bagged Gala apples will appear in four or five days. On August 5, the Zhengzhou Commodity Exchange issued an announcement on soliciting opinions on amending the "Detailed Rules for Fresh Apple Futures of the Zhengzhou Commodity Exchange", which may revise aspects such as delivery units, alternative delivery items, and packaging [2]

Group 1 - Extreme weather conditions, including high temperatures and heavy rainfall, have led to significant price increases in various agricultural products in South Korea, with some prices rising over 40% year-on-year [1][3] - The retail price of an 8-kilogram watermelon is currently 33,337 KRW (approximately 173 RMB), which is about 21.6 RMB per kilogram, reflecting a nearly 20% increase compared to the same period last year [1] - The average retail price of napa cabbage has reached 6,114 KRW (approximately 32 RMB), marking a 68% increase from the previous month and an 11.2% increase year-on-year, impacting the cost of living and potentially causing a ripple effect in other sectors [3] Group 2 - The demand for Chinese kimchi is rising in South Korea due to uncertainties in napa cabbage harvests and prices, with kimchi imports from China reaching 93.79 million USD in the first half of the year, an 11.2% increase year-on-year [3] - The South Korean government is implementing measures such as issuing consumer vouchers and providing technical guidance to farmers to stabilize prices amid rising costs of various products, including radishes, peaches, eggs, and chicken [3]

Group 1 - The South Korean stock market experienced a significant rebound, with the KOSPI index rising over 2% during intraday trading, driven by strong performances in the information technology, healthcare, and financial sectors [1][2] - The South Korean government plans to utilize all policy tools, including fiscal, tax, and regulatory reforms, to achieve its economic growth forecast of 1% for the year, which is higher than the predictions from the Bank of Korea and the International Monetary Fund [2][3] - The Consumer Price Index (CPI) for July showed a year-on-year increase of 2.1%, with processed food prices rising by 4.1% and seafood prices increasing by 7.3%, while agricultural product prices saw a slight decline of 0.1% [2][3] Group 2 - The average retail price of watermelon reached 33,337 KRW (approximately 173 RMB), marking a 33.7% increase from the previous month and a 20.7% rise compared to the same period last year, attributed to extreme heat and increased demand [5][6] - Other agricultural products, such as tomatoes and cabbages, also saw significant price increases, with tomatoes rising nearly 70% month-on-month and cabbages exceeding 6,000 KRW (32 RMB) per head, reflecting the impact of severe weather conditions [5][6] - The Bank of Korea reported an increase in foreign exchange reserves, which rose by 1.13 billion USD to 411.33 billion USD by the end of July, following a decline to a five-year low in May [4][3]

Domestic News - The penetration rate of new energy vehicles in China reached 44.3% in the first half of the year, marking a historical high for the same period [1] - The China Machinery Industry Federation reported that the added value of large-scale machinery enterprises increased by 9% year-on-year, outpacing the national industrial and manufacturing growth rates by 2.6 and 2 percentage points respectively [1] - The Ministry of Commerce indicated that the total service trade import and export volume reached 38,872.6 billion yuan in the first half of 2025, with a year-on-year growth of 8.0% [1] Policy Initiatives - The Shanghai Municipal Government announced financial support measures for enterprises investing in basic research, offering a one-time subsidy of 10 million yuan for those with annual investments of 100 million yuan or more [2] - The Hainan Provincial Government released a three-year action plan (2025-2027) to develop a modern industrial system, focusing on financial reforms and cross-border capital flow facilitation [2]