1月18日，苏丹通讯社报道，欧拜伊德农产品市场的阿拉伯胶价格达到每肯特56万苏丹镑，白芝麻14万 苏丹镑，花生12.5万苏丹镑，新收的去壳花生每吨400万苏丹镑，旧的去壳花生每吨380万苏丹镑。 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - This season, the high cost of apple warehouse receipts due to a low premium fruit rate strongly supports the apple futures price. As of January 14, 2026, the cold - storage inventory of apples in major producing areas was 7.0466 million tons, with a week - on - week decrease of 162,500 tons. The de - stocking speed accelerated compared to the previous week but was lower than the same period last year. Considering this year's later Spring Festival, the peak sales period is also postponed, and current demand is acceptable. With low cold - storage inventory, if the normal de - stocking volume is maintained, the later apple supply will be tight. The market previously expected weak apple demand, causing the May contract to decline slightly recently. If apple demand remains normal later, the May contract price is likely to rise [5]. 3. Summary by Relevant Catalogs 3.1 Market Information - **Spot Price**: The Fuji apple price index was 109.79, up 0.66 from the next working - day's price. The prices of various apple varieties such as Luochuan semi - commodity paper - bagged 70, Qixia first and second - grade paper - bagged 80, and Penglai first and second - grade paper - bagged 80 remained stable. The average wholesale price of 6 kinds of fruits was 7.93, up 0.13 from the next working - day's price [2]. - **Futures Price**: AP01 was 8210, up 22 from the previous close; AP05 was 9489, up 71; AP10 was 8292, up 35. The spreads AP01 - AP05 was - 1279, down 49; AP05 - AP10 was 1197, up 36; AP10 - AP01 was 82, up 13 [2]. - **Basis**: The basis of Qixia first and second - grade 80 against AP01 was - 10, down 22 from the previous trading day; against AP05 was - 1289, down 71; against AP10 was - 92, down 32 [2]. 3.2 Market News and Views - **Market News**: As of January 23, 2026, the cold - storage inventory of apples in major producing areas was 6.8278 million tons, a year - on - year decrease of 4% with a narrowing decline. In December 2025, the export volume of fresh apples was about 156,500 tons, a month - on - month increase of 28.63% and a year - on - year increase of 26.76%; the import volume was 3100 tons, a month - on - month increase of 21.31% and a year - on - year increase of 20.02%. The annual cumulative import volume in 2025 was 116,800 tons, a year - on - year increase of 19.72%. In the Shandong production area, the price of high - quality apples remained stable, while the price of low - quality apples declined slightly. The market arrival was stable, and the mainstream market was stable. The mainstream transaction price of semi - commodity apples in Luochuan, Shaanxi, was 3.8 - 4.2 yuan per jin [7]. - **Trading Logic**: High - cost warehouse receipts support the futures price. Low cold - storage inventory and a later Spring Festival may lead to tight supply if the de - stocking volume is normal. The May contract may rise if demand remains normal [5]. - **Trading Strategy**: Hold long positions in the May contract, short the October contract on rallies. Go long on the May contract and short the October contract for arbitrage. It is recommended to wait and see for options [8]. 3.3 Relevant Attachments - The report includes 10 figures, such as the price of Qixia first and second - grade paper - bagged 80 apples, the price of Luochuan semi - commodity paper - bagged 70 apples, the basis of AP contracts, and the spreads of different AP contracts, as well as the arrival volume of apples in wholesale markets, the price of 6 kinds of fruits, the cold - storage inventory of apples nationwide, and the cold - storage apple de - stocking volume [10][11][12]

分析师：李亭函 登记编号：S0890519080001 分析师：张帅 登记编号：S0890524080001 研究助理：张君睿 投资要点 本报告统计时间为2026.01.12-2026.01.16 A股冲高回落，受政策指导，市场适时降温整固。根据我们宏观策略团队最新一期策略周报观点， 市场在指导下回归理性，短线题材有所调整。中长期视角下，市场整固后更益于慢牛上行，高景 气板块具备投资价值。短期内或许面临一定波动，仍建议优选景气度向上的行业待权重抛压减弱 后继续布局。 权益市场方面， 大小盘风格保持偏向小盘，价值成长风格保持偏向成长，趋势方向不变；市场风 格波动方面，大小盘风格波动和价值成长风格波动水平均上升至近一年高点，风格间收益差的波 动有所放大；市场结构方面，行业超额收益离散度出现反弹上升，行业轮动速度则继续在低位下 降，成分股上涨比例方面300和500出现明显下滑；交易集中度方面，前100个股成交额基本持平， 前5行业成交额占比小幅上升；市场活跃度方面，市场波动率除1000外均呈下降，而市场换手率保 持上升趋势。 商品市场方面， 能化板块和贵金属板块趋势强度上升，其他板块趋势强度有所下降；基差动量方 面 ...

本报记者 刘欢 2025年11月份，金川集团铜贵股份有限公司（以下简称"金川集团铜贵公司"）成功获批广州期货交易所 铂、钯期货品牌注册及交割厂库双重资质，成为全国首批获此资质的企业之一，标志着甘肃在贵金属期 货领域取得重要突破，为甘肃省相关产业向高端化、集群化发展提供了强有力的支撑。 金川集团铜贵公司的突破是甘肃深化"期现融合"发展的一个缩影。"十四五"以来，甘肃持续推动期货市 场与实体经济深度融合，逐步构建起"交割库为枢纽、注册品牌为支撑、产融基地为平台、龙头企业为 引领"的"期现融合"发展新格局，为区域经济高质量发展注入强劲的"期货动能"。 优化布局 构建覆盖全域的交割网络 期货交割库不仅是仓储点，更是产业要素集聚的枢纽和价格对接的窗口。近年来，甘肃证监局持续深化 与期货交易所的协作联动，精准引导甘肃省内重点产业对接期货市场，推动期货交割设施从无到有、从 点到网。 截至目前，甘肃证监局已在兰州新区、永登、金昌等重点区域推动设立8家期货交割库和交割厂库，构 建起覆盖铝、硅铁、铂、钯、苹果等多个品种的交割服务体系。 在兰州新区，由甘肃国通运营的铝锭、氧化铝交割库依托区位与设施优势，已发展成为西北地区有色金 属 ...

中国发展网讯 姜海军 记者李宏伟报道 1月18日，十堰珍品京彩相约——2026南水北调水源地·十堰市绿 色农产品展销暨丹江鲌品牌推介会，在北京四季御园国际大酒店举行。本次活动以国家地理标志产品丹 江鲌为核心亮点，集中展示十堰绿色农产品，现场达成12项合作意向，签约金额达2.9亿元。其中，丹 江鲌签约金额1.6亿元。 签约仪式上，丹江鲌长期供货项目、优质食用菌产品供应和房县黄酒销售项目等12个合作项目成功签 约。北京大型商超、农产品批发市场、生鲜电商、餐饮企业等采购商，围绕丹江鲌供应链稳定性、"带 水运输"活鱼直达技术等细节，与十堰企业展开一对一深度沟通。 湖北省农业农村厅相关领导在致辞中指出，十堰依托南水北调中线工程核心水源地优势发展绿色农业， 丹江鲌作为水源地生态农业的代表，是落实乡村振兴战略、深化京堰对口协作的重要载体，期待其成为 京津冀消费者餐桌上的优质选择。 十堰市农业农村局负责人表示，后续将建立京堰农产品产销对接长效机制，定期组织丹江鲌企业赴京参 展，同时邀请北京采购商实地考察丹江鲌陆基循环桶、工厂化设施养殖基地，持续强化丹江鲌"全国绿 色农产品输出地代表"品牌影响力，让这尾承载十堰生态保护与产业转 ...

Group 1: Commodity Market Overview - The domestic commodity futures market experienced a broad increase on January 22, with the chemical sector leading the gains, particularly in products like butadiene rubber, ethylene glycol, and styrene, which saw daily increases of over 3% to 4% [1][2] - The China Securities Commodity Futures Price Index closed at 1694.75 points, up 14.75 points or 0.88% from the previous trading day, while the China Securities Commodity Futures Index closed at 2337.01 points, also up 20.34 points or 0.88% [1] Group 2: Chemical Products Performance - Chemical products saw a significant rally, with synthetic rubber, ethylene glycol, and styrene all rising over 4%. This surge is attributed to a strong consensus on the return of a bull market in commodities, with investors shifting focus to the chemical sector after previous gains in precious and industrial metals [2] - Factors supporting this rally include rising oil prices due to geopolitical tensions in major oil-producing countries and increased natural gas prices in Europe and the U.S. due to severe weather, which have positively impacted the cost side for chemical products [2] - Supply-demand mismatches have also contributed to the strength in the chemical sector, with tight supply conditions for butadiene and unexpected shutdowns in styrene production leading to increased speculative activity in the market [2] Group 3: Lithium Carbonate and Other Commodities - Lithium carbonate saw a significant increase, rising nearly 6% to reach a new high, driven by supply uncertainties and strong downstream demand from battery manufacturers. The upcoming Chinese New Year has also led to stockpiling activities [3] - Other commodities, including polysilicon, alumina, tin, eggs, palm oil, and crude oil, also experienced gains of over 1% [3] Group 4: Precious Metals Adjustment - The precious metals sector underwent a high-level adjustment, with gold and silver rebounding to maintain their gains, while palladium and platinum led the declines with drops of 1.90% and 0.92%, respectively [4] - The recent geopolitical tensions and changes in trade policies have impacted the demand for precious metals, leading to a retreat in prices, particularly for palladium and platinum, which have shown weaker monetary attributes [4] Group 5: Sugar Market Dynamics - The sugar market saw a slight recovery after five consecutive days of decline, influenced by overall market improvements. However, expectations of increased global sugar production for the 2025/26 season and the nearing end of the domestic peak season have created a supply surplus against weak demand [5] - Current domestic sugar prices are considered undervalued and close to cost support levels, which may drive prices into a bottoming phase [5]

两当有机臻品亮相甘味年货大集 责任编辑：顾洋 近年来，两当县围绕"农业优先型"发展定位，以"全域有机"为主攻方向，培育出多款获得有机认证的特 色农产品。借助本次甘味年货大集的平台优势，既打通了农产品从田间地头到市民餐桌的"最后一公 里"，也让更多消费者认识两当有机农产品的品质价值，为后续产品进入更广阔的市场奠定了基础。 （来源：两当发布） 每日甘肃网1月22日讯 据陇南日报报道 近日，为期6天的"甘味拓市场促消费"年货大集活动在兰州正 式启幕，来自两当县的手工空心挂面，有机香菇、木耳、板栗等系列生态农产品集中亮相，凭借"全域 有机"的品质优势和浓郁的乡土风味，成为年货大集上的热门之选。 活动现场，参展工作人员通过现场品鉴、产品溯源讲解、试吃体验等多种形式，向过往市民推介两当有 机农产品，不少市民在品尝过后当场下单。 ...

软商品日报 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周三，ICE 美棉下跌 0.06%，报收 64.3 美分/磅，郑棉主力合约环比上涨 0.17%，报 收 14535 元/吨，主力合约持仓环比下降 908 手至 78.72 万手，棉花 3128B 现货价 格指数 15445 元/吨，较前一日上涨 55 元/吨。国际市场方面，近期海外宏观扰动 增量预期。上周纺企与织厂有补充原料库存动作，从库存结构来看，TTEB 数据显 | 震荡 | | | 不断，恐慌指数较高，美元指数偏弱，金银走势偏强，美棉价格缺乏方向性驱动。 | | | | 国内市场方面，昨日郑棉持仓环比基本持平，期价振幅收窄。近期关于 2026 年新 | | | 棉花 | 疆地区种植面积调整的预期交易逐渐降温，市场关注重心回归基本面，聚焦主要 | | | | 在于总供应、节前下游备货需求及开工情况。目前来看，棉花产量较高，进口有 | | | | 示纺织原料库存可用天数约 32 天，节前再度大幅补库动力不强。随着春节假期逐 | | | | 渐临近，企业也将陆续放假，开工率或从高位逐渐回落。整体来看，节 ...

农产品日报（2026 年 1 月 22 日） 一、研究观点 | 品种 | 点评 | 观点 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 近期玉米主力 | 2603 | 合约先跌后涨，3 | 月期价调整，5 | 月跟随。现货市场方面，目 | 前距离春节长假不足一个月时间，农户销售进度加快，贸易商入市收购，产销成 | | | | | | | | | 交转旺。目前东北玉米价格暂以稳定为主，有存货贸易商随行出货，基层目前也 | 以随行出货为主，低价售粮意向暂显一般。销区市场玉米价格稳中偏强运行，受 | | | | | | | | | | | | | 玉米 | 震荡偏弱 | 北方降雪影响，贸易商到货成本支撑下报价坚挺。下游目前备货谨慎为主，维持 | | | | | | | | | | | | 安全头寸滚动补库，市场未出现集中补库现象。技术上，玉米市场的近期表现主 | 要受到周边商品及情绪的影响。玉米 | 5 | 月合约期价先弱后强，产区潮粮收购价格 | | | ...

1月11日，中山孙文西路，人潮涌动。中山市委书记郭文海做客东方甄选直播间，与俞敏洪同框互动。 "欢迎全国朋友走进中山，感受中山人民的热情！"郭文海面对镜头推介城市，如数家珍：从翠亨村感悟 孙中山先生"天下为公"的情怀，到沙涌村追寻近代百货先驱马应彪的家国大义，再到大环村聆听粤乐宗 师吕文成的《平湖秋月》与《步步高（002251）》，一场直播，将中山的人文肌理清晰勾勒。 在近日召开的"十四五"广东成就专场新闻发布会上，茂名市委副书记、市长王雄飞则是一位热情的"美 食推荐官"。他将一杯杯贵妃荔枝冰淇淋递给与会者，笑称其中融合了"最正宗的荔枝味、最浓郁的牛奶 味、最深沉的历史文化味"。 在广东开年的经济图景里，一种耐人寻味的场景正在多点铺展——多位主政者正以各具特色的方式，为 家乡好物"站台"打Call：市委书记走进直播间与"大V"同框，市长在发布会上端出荔枝冰淇淋、陈皮咖 啡，向全国消费者娓娓讲述一件件"广货"背后的故事…… 推介产品更推介城市形象 长期以来，消费者对地方特产的认知往往隔着一层陌生与犹疑：品质是否稳定？来源是否可靠？文化附 加值是否被夸大？而当一位市委书记或市长站到镜头前，以城市"首席推介官"的身 ...