| 投资者关系活动类别 | 特定对象调研 ☐ 分析师会议 | | --- | --- | | ☐ | 媒体采访 ☐ 业绩说明会 | | ☐ | 新闻发布会 路演活动 ☐ | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 形式 现场 | 网上 电话会议 | | 参与单位名称及人员姓名 | 1.电话会议：财通证券、圆信永丰基金、华商基金、华夏久盈资产、 析师、研究员共8名。 | | | 中欧基金、汇丰晋信基金、招商基金、嘉实基金等基金经理、分 | | | 2.电话会议：天风证券、嘉实基金、大成基金、天弘基金、阳光资 | | | 产、长城财富保险、德邦基金、汇泉基金、Balyasny Asset、Carrhae | | | Capital、Willing Capital、源峰基金、博裕资本、睿银投资、浙江 | | | 益恒投资、中信自营、重庆金科投资等基金经理、分析师、研究 | | | 员共18名。 | | 时间 | 2026年2月27日10:00-11:00 | | | 2026年2月27日14:45-15:45 | | 地点 | 深圳市农产品集团股份有限公司董事会秘书办公 ...

Core Insights - The Chinese Spring Festival has significantly boosted economic activity, showcasing the resilience and potential of China's large market, which in turn fosters global economic opportunities [1][4][6] Group 1: Consumer Market Performance - During the Spring Festival, China's consumer market experienced robust growth across various sectors, including tourism, retail, and entertainment, with notable sales increases reported [2][3] - In Sichuan, 411 monitored retail enterprises achieved sales of 2.78 billion yuan, a year-on-year increase of 10.9%, while Guangdong welcomed 86.59 million tourists, generating 84.89 billion yuan in tourism revenue, up 8.1% and 13.9% respectively compared to the previous year [2] - The overall cross-regional movement of people during the Spring Festival is expected to reach 9.5 billion, with railway and civil aviation passenger volumes projected at 540 million and 95 million respectively [2] Group 2: Emerging Consumption Trends - The consumption structure in China is evolving, with new growth points emerging, such as smart devices and organic foods becoming popular choices for consumers [3] - Su Ning's report indicated a 78% increase in foot traffic at its stores, with sales of smart watches and glasses rising by 62% [3] - The integration of various sectors, such as film and dining, is driving growth in related industries, reflecting a shift towards high-quality consumption [3] Group 3: International Trade and Economic Impact - The Spring Festival's economic activity has led to significant "spillover effects," benefiting international suppliers and enhancing trade relationships, particularly with countries like Peru and Egypt [4][5] - The demand for foreign products, such as chocolates and cosmetics, has surged in China, contributing to the growth of local industries in exporting countries [4] - Statistics show that 17.8 million people crossed borders during the Spring Festival, with foreign tourist flight bookings to China increasing by over four times compared to the previous year [4] Group 4: Long-term Economic Outlook - The Spring Festival's economic performance is seen as a strong indicator of China's economic health, laying a solid foundation for growth throughout the year [6] - Experts emphasize that the festival reflects consumer confidence and market vitality, which are crucial for assessing China's economic landscape [6] - The ongoing release of domestic demand and continuous reform measures are expected to drive China towards higher quality and sustainable economic development [6][7]

"跨境游"双向奔赴驱动增长 五洲共庆中国年，"最长春节假期"催生出入境游市场持续红火，沉浸式体验式消费成为新时尚，全家一 起旅行过年定义新"年味儿"。国家移民管理局预测，今年春节假期全国口岸日均出入境旅客将超205万 人次，较去年同期增长14.1%。 国际观察｜消费涌新潮新春添活力——世界共享中国大市场红利 新华社北京2月23日电 丙午马年，骐骥昂首。春节期间中国经济活力涌动，城市商圈客流增多，热门景点人气火热，海外企业 聚焦"洋年货"提质升级，跨境游热度攀升，为全球旅游消费增添新动能。海外人士认为，随着中国消费 潜力进一步释放，春节消费热潮的外溢效应持续显现，为世界经济注入一股暖流。 "洋年货"提质升级走俏市场 阿联酋巧克力、法国化妆品、俄罗斯帝王蟹……如今，春节不只是国际化的"超大文化IP"，更是"超级 带货IP"。针对中国消费者青睐绿色与健康的新消费理念，海外企业纷纷抢抓春节时机，推出新产品、 升级新服务，洋年货呈现品质化、精细化、多元化趋势。 南非路易波士茶和红酒主打天然健康与高质价比。"越来越多南非酒庄正由早期探索转向长期布局，通 过稳定供货、优化产品结构和加强本地化运营，深耕中国市场。"南非布法罗 ...

（来源：内蒙古日报） 转自：内蒙古日报 五洲共庆中国年，"最长春节假期"催生出入境游市场持续红火，沉浸式体验式消费成为新时尚，全家一 起旅行过年定义新"年味儿"。国家移民管理局预测，今年春节假期全国口岸日均出入境旅客将超205万 人次，较去年同期增长14.1%。 □新华社记者 钟雅 丙午马年，骐骥昂首。春节期间中国经济活力涌动，城市商圈客流增多，热门景点人气火热，海外企业 聚焦"洋年货"提质升级，跨境游热度攀升，为全球旅游消费增添新动能。海外人士认为，随着中国消费 潜力进一步释放，春节消费热潮的外溢效应持续显现，为世界经济注入一股暖流。 "洋年货"提质升级走俏市场 阿联酋巧克力、法国化妆品、俄罗斯帝王蟹……如今，春节不只是国际化的"超大文化IP"，更是"超级 带货IP"。针对中国消费者青睐绿色与健康的新消费理念，海外企业纷纷抢抓春节时机，推出新产品、 升级新服务，洋年货呈现品质化、精细化、多元化趋势。 南非路易波士茶和红酒主打天然健康与高质价比。"越来越多南非酒庄正由早期探索转向长期布局，通 过稳定供货、优化产品结构和加强本地化运营，深耕中国市场。"南非布法罗国际物流公司董事长张鑫 说，南非"洋年货"已从节庆 ...

Core Insights - The import of fresh seafood and fruits has significantly increased during the Chinese New Year, reflecting a shift in consumer preferences towards quality and variety in food choices [1][2][4] Group 1: Import Trends - A total of 103 tons of Atlantic salmon from Norway and Iceland arrived at Zhengzhou International Airport, benefiting from expedited customs services [1] - In January, the total import volume of fresh produce in Henan province reached 1,726.14 tons, marking a year-on-year increase of 141.06%, with imported seafood alone increasing by 156.27% [2] Group 2: Consumer Behavior - Consumers are increasingly opting for imported fresh produce as gifts, indicating a shift in gifting culture towards more unique and practical options [2] - The demand for imported fruits in county-level markets has surged, with some chain supermarkets reporting over a 40% year-on-year increase in sales [2] Group 3: Market Dynamics - The consumption of imported fresh produce has evolved from occasional indulgence to a staple in households, aligning with the growing emphasis on quality and diversity in consumer spending [4] - The "Happy Shopping Spring Festival" campaign in Henan, which includes the distribution of 200 million yuan in consumer vouchers, aims to stimulate spending across various sectors, including retail and dining [4]

转自：贵州日报 "买卖全球"每天在这里上演，俄罗斯帝王蟹、泰国榴莲、缅甸辣椒等，经贵阳机场中转，快速送上市民 餐桌。 在同样属于贵州"一局四中心"核心项目的保税物流中心（B型），不久前，来自黔西南州的鲜活鳗鱼经 该中心顺利申报出口，24小时内"游入"泰国市场。 "一进一出"是贵阳航空口岸通过持续加密航班、开拓航线，为货流高速增长铺就的"空中跑道"。 作为专业货物枢纽，依托贵阳龙洞堡国际机场，贵州"一局四中心"应运而生，核心项目包括国际货运中 心、国际邮件互换局、综合服务中心、国际跨境中心、保税物流中心（B型），并已全部投入启用，助 力货物在贵阳实现"进口直通、出口直放"。 贵阳机场海关数据显示，自2023年底运营以来，贵阳龙洞堡国际机场先后开通7条国际货物航线。2025 年，从贵阳龙洞堡机场进出境货运量突破8000吨，货值约21.4亿美元；监管进出境全货机660架次，同 比增长66.67%。 ...

黄沙水产中心日均交易超600吨 200多种生猛海鲜平靓正 记者连日走访黄沙水产中心，各地生猛海鲜齐聚于此。市场汇聚全球20多个国家中高端鲜活水产品，涵 盖鱼、虾、蟹、贝类等200多个品种，为保障春节假期海鲜供应，市场与商户早早挂出"过年不打烊"的 招牌，备好丰盛水产，只待市民前来采购。由于供应稳定，目前中高端海鲜价格同比下降了10%左右。 今年春节所有海鲜水产中，销量冠军非石斑鱼莫属，每天出货量达到了6000~7000斤。珍珠斑价格比去 年过年下调了10%左右，东星斑价格比去年过年下调了30%左右。 部分热门海鲜降价超10% 走进黄沙水产中心，如入蔚蓝宝库：加拿大龙虾、俄罗斯帝王蟹、挪威三文鱼远渡重洋而来；辽宁多宝 鱼、大连鲍鱼、海南东星斑、元贝每日鲜活直供，尽显深海本真与地道鲜香。进口珍馐与本土鲜品交相 辉映，家常小炒、火锅暖煮、宴席珍馐，皆可一站式选购、满载鲜味而归。黄沙水产中心不仅是全国知 名水产集散地，更是广州人"舌尖年味"的源头活水——以鲜为媒，让年味更有滋味，让生活更有温度。 "来到这里，品种选择实在太多了！够靓够新鲜，想把所有海鲜带回家！"家住黄埔的潘先生昨日专门驱 车来到黄沙水产中心，购买海鲜 ...

Core Viewpoint - The article highlights the booming market for imported fresh produce in China, particularly during the festive season, showcasing the increasing variety, quality, and affordability of these products, driven by efficient logistics and trade routes [5][11][13]. Group 1: Market Dynamics - The demand for imported fresh produce, especially fruits and seafood, has surged, with consumers increasingly favoring diverse and high-quality options for the upcoming Spring Festival [5][9]. - The sales of Chilean cherries have reached approximately $3.3 billion, marking them as a significant trade highlight between Chile and China [15]. - The market for imported fruits has seen an annual sales growth of around 50%, prompting the establishment of new facilities dedicated to these products [14]. Group 2: Logistics and Supply Chain - The logistics for importing fresh produce have improved significantly, with the journey of Malaysian durians to Chinese consumers now taking as little as 24 hours [10][11]. - Zhengzhou has become a vital hub for international logistics, with plans to increase air cargo throughput to over 140,000 tons by 2025 [11]. - The establishment of a "green channel" for fresh produce at Zhengzhou Customs has reduced average clearance times to under 24 hours, enhancing the efficiency of the supply chain [11]. Group 3: Consumer Preferences - Consumers are increasingly embracing "foreign year goods," which not only enrich their dining experiences but also reflect a growing appreciation for global culinary diversity [13][15]. - The introduction of unique fruits, such as Belgian pears and New Zealand apples, has gained traction among consumers, indicating a shift towards more diverse offerings in the market [7][12]. - The affordability of previously considered "luxury fruits," like cherries, has made them accessible to a broader audience, contributing to the concept of "cherry freedom" among consumers [7]. Group 4: International Trade Relations - The article emphasizes the role of international trade in enhancing the availability of fresh produce in China, with over 60 countries engaged in trade with the Wanbang International Agricultural Logistics City [14]. - The collaboration between Chinese and foreign producers is fostering economic opportunities, as seen in the growth of the Malaysian durian industry due to Chinese market demand [14]. - The upcoming implementation of reduced import tariffs on various goods starting January 1, 2024, is expected to further facilitate international trade and consumer access to imported products [15].

广东何以成为俄 罗斯帝王蟹 的"黄金目的 地"？｜天下货 行广东·APEC好 物志_南方+_南 方plus 在"天下货行广 东"的开放图景 中，来自俄罗斯 远东的帝王蟹正 成为老广餐桌的 高端爆款。依托 广东高效的口岸 通关体系、完善 的冷链物流网络 和旺盛的消费需 求，这一珍馐从 俄罗斯捕捞上岸 到端上广东人的 餐桌越发便捷， 成为广东链接全 球市场、畅通内 外循环的生动缩 影。 近年来，中国在 俄罗斯的活帝王 蟹出口贸易中持 续占据主导地 位。据中国海关 总署数据，2025 年俄罗斯对华出 口活、鲜或冷的 蟹类约4万吨， 合计80亿元人民 币，这其中近8 成为帝王蟹，体 量与热度可见一 斑。尤其在广 州、深圳这些广 东核心城市，鲜 活俄罗斯帝王蟹 已成为高端生鲜 超市和自助餐厅 的餐饮消费主推 产品，是高端餐 桌的"标配"美 味。 广东不仅是俄罗 斯帝王蟹的消费 高地，更是华南 核心分销枢纽， 有多年行业经验 的从业者推算， 广东市场预计占 全国俄罗斯帝王 正协助实现帝王 蟹快速、精准直 达大湾区各地海 鲜消费终端。 这背后，正 是"天下货行广 东"的核心逻辑 ——以超大规模 市场吸引全球优 质商品，以高 ...

Core Viewpoint - Guangdong is emerging as a key hub for APEC goods entering the Chinese market, leveraging its geographical advantages and trade relationships to enhance regional trade connectivity and consumer access to international products [12][45]. Group 1: Trade and Logistics - The dedicated route for Chilean cherries allows for a direct shipping time of approximately 23 days to Nansha Port, with 8,543 TEUs of cherries imported this season, marking an 8.1% increase compared to the previous season [10][11]. - Guangdong's total import and export volume with APEC economies reached 6.16 trillion yuan in 2025, with imports accounting for 2.34 trillion yuan, reflecting an 8.7% year-on-year growth [17][18]. - The establishment of specialized cold chain services has facilitated the import of 29,400 tons of kiwi from New Zealand, valued at over 749 million yuan [22][23]. Group 2: Consumer Market Dynamics - Guangdong's retail sales of consumer goods reached 4.6 trillion yuan in 2025, showing a 2.8% year-on-year increase, indicating a robust market for APEC products [35][36]. - The presence of APEC goods, such as Vietnamese and Thai rice, has solidified their positions in local markets, with imports of rice from these countries reaching approximately 270,000 tons and 180,000 tons, respectively [26][27]. - The demand for seasonal products like king crabs from Russia has surged, with significant sales reported in local markets [28][30]. Group 3: APEC Cooperation and Future Prospects - The APEC High-Level Meeting in Guangzhou is expected to enhance cooperation and open new avenues for trade between Guangdong and APEC economies [14][45]. - Guangdong is positioned as a "demonstration window" for open cooperation and shared prosperity, facilitating the entry of APEC goods into the Chinese market [46]. - The ongoing APEC "China Year" activities are anticipated to further boost the influx of APEC products into Chinese households [48].