图片来源：电商图 继300多元一斤的黑草莓走红后，又一款"天价"水果引发市场关注。 据了解，粉菠萝是哥斯达黎加新鲜戴尔蒙特公司历经17年研发的转基因品种，通过技术手段抑制番茄红素转化，并非人工染色，产量稀少成为价格高昂的 核心原因。 如今国内售价翻番仍获追捧，从消费反馈看，购买者多为追求新鲜体验的消费者，有用户评价"颜值与口感兼具，偶尔尝鲜值得"，但也有网友质疑"溢价 过高，纯属交智商税"。 此前，300元一斤的黑草莓也因价格引发热议，"黑草莓"品种主要是真红美铃黑草莓，被誉为草莓届的皇后。据电商卖家介绍，真红美玲草莓有A+级、A 级、B级的区分，不同级别在甜度、个头等方面有不同，2020年左右引入中国种植的，这两三年才面向中国的消费者。因为种植量不大、采购的成本很 高，因此价格也比较高。 2025年10月，智利水果协会樱桃委员会曾发布预测，2025-2026产季智利樱桃出口量将达65.5万吨(约1.31亿箱)，上年度为62.6万吨，其中91%将输往中 国。 ...

Core Viewpoint - China's trade strategy is undergoing a significant adjustment, focusing on "de-Americanization" amidst global trade turbulence caused by tariffs and protectionism, leading to a more resilient and diversified trade structure [1][7][10]. Group 1: Trade Dynamics - By 2026, China plans to reduce import tariffs on 935 items, reflecting a shift in consumer preferences towards products like Chilean cherries, Mexican avocados, and Argentine beef [1]. - In 2025, China's exports to the U.S. fell by 18.9% from January to November, impacting overall export growth by approximately 2.8 percentage points [3]. - The trade dependency on the U.S. has decreased from 19.2% in 2018 to 13.13% in 2023, while ASEAN's share has increased to over 15.8% [5]. Group 2: Market Diversification - China is deepening cooperation with regions such as ASEAN, Latin America, and Africa, with exports to these areas showing strong growth [8]. - The Regional Comprehensive Economic Partnership (RCEP) is enhancing regional trade, with trade volume from Belt and Road Initiative countries accounting for 35% of total trade [8]. - The China-Europe Railway Express has become a vital trade artery, with over 20,000 trains operating in 2025 [8]. Group 3: Structural Upgrades - The export structure is shifting, with intermediate and capital goods exports growing by 9.7% and 6.0% respectively in 2025, becoming key drivers of overall export growth [5]. - The share of intermediate goods in exports has risen to 45%, highlighting the competitiveness of industries such as new energy vehicles and photovoltaics [8]. Group 4: Financial Autonomy - The internationalization of the Renminbi is being promoted, with the currency's share in global payments rising to 3.2% and the Cross-Border Interbank Payment System (CIPS) covering 109 countries [8]. - By mid-2025, the People's Bank of China had signed bilateral currency swap agreements with 32 countries, totaling approximately 4.5 trillion Renminbi [8]. - The use of Renminbi in trade with Russia and Saudi Arabia has increased, with 75% of Sino-Russian trade settled in local currency [8]. Group 5: Global Trade Impact - China's trade adjustments are contributing to the formation of a multi-polar trade system, reducing reliance on a single market or currency [10]. - The U.S.-China tariff conflict may see a temporary easing, especially with the upcoming U.S. midterm elections in 2026, which could influence trade policies [10]. - Global supply chains are being reconfigured, with a notable decline in U.S. imports by 8% in 2025, while imports from Africa, the Middle East, and Latin America are increasing [10].

Core Viewpoint - The arrival of Chilean cherries at Shanghai ports marks a significant increase in import volume for the 2025-2026 season, with expectations of 25,000 tons being imported, which is 2 to 3 times higher than the previous season [1] Group 1 - The 2025-2026 Chilean cherry season has commenced with multiple vessels arriving at Shanghai ports [1] - A total of 31 "Cherry Express" ships are expected to dock at Shanghai Yangshan Port before the 2026 Spring Festival [1] - The import volume of Chilean cherries is projected to reach approximately 250,000 tons, significantly boosting the supply to Shanghai and surrounding markets [1]

Group 1 - The Shanghai International Shipping Center is transitioning from "basically completed" to "fully completed" as part of the 14th Five-Year Plan, with a record high of 42,000 international vessels entering and leaving the port in the first 11 months of this year, a 2.4% increase year-on-year, including 30,000 container ships [1] - Service innovation is a key factor attracting international vessels to dock in Shanghai, with the implementation of regulations for the supply of medicines and medical devices to international vessels starting in October 2024, making Shanghai the first port in China with such capabilities [1] - The number of medicines and medical devices available for supply at Shanghai Port has increased to 724, enhancing the ability to meet diverse health needs of crew members [1] Group 2 - Efficient customs clearance is a reason why international vessels view Shanghai as a hub, with Yangshan Port handling a container throughput of 26.25 million TEUs in the first 11 months, a 9.7% increase year-on-year, facilitated by customs measures [2] - Fresh products like New Zealand kiwifruit, Chilean cherries, and Spanish persimmons are increasingly entering through Yangshan Port, with the first fast cargo ship carrying Chilean cherries arriving in December [2] - The "immediate inspection upon arrival" customs measure has significantly preserved the freshness of imported cherries, with expectations of a two to three times increase in import volume compared to last year's cherry season [2] Group 3 - The "direct release" customs measure at Shanghai Port, a product of reform, has improved efficiency by breaking down data barriers between customs, terminals, and enterprises, reducing logistics costs by 12% and increasing time efficiency by 25% [3] - In November, 3,489 Kia electric vehicles from South Korea were directly transported to the Yangshan Special Comprehensive Bonded Zone under the "direct release" supervision model, with plans for further distribution based on market demand [3] - The "direct release" model has been extended to other international automotive brands, with 92,000 vehicles supervised under this model in the first 11 months of this year [3]

Group 1 - The import season for Chilean cherries at Shanghai port for the 2025/2026 season has officially begun with the arrival of the first cargo ship carrying 20.9 tons of fresh cherries [1][3] - Shanghai Customs has implemented advanced information technology and intelligent supervision methods to enhance the efficiency and safety of the customs clearance process for imported cherries [3] - A total of 31 "Cherry Express" ships are expected to dock at Shanghai Yangshan Port before the 2026 Spring Festival, with plans to deliver 250,000 tons of high-quality cherries, which is estimated to be 2 to 3 times the import volume of the previous cherry season [3] Group 2 - The establishment of a bilateral recognition model for temperature monitoring of Chilean fruits has significantly improved customs clearance speed and trade facilitation [3] - The "smart customs" initiative allows for real-time online information queries, contributing to a more efficient customs process for imported fruits [3] - The measures implemented by customs, such as "immediate inspection upon arrival," have helped maintain the freshness of imported cherries [3]

Core Viewpoint - The Chilean cherry industry is projected to generate billions in foreign exchange income annually, potentially rivaling lithium exports by 2024, with China being the largest export market for Chilean cherries [1] Group 1: Market Dynamics - Chile exports 90% of its cherries to China, with the first batch for the 2025-2026 season already shipped to Nansha Port [1] - The planned export volume for the 2025-2026 season is set to increase to 131 million boxes (6.55 million tons), up from 125 million boxes in 2024, marking a new record [1] Group 2: Challenges - The industry faces challenges including weakened sales capacity in the Chinese market due to oversupply [1] - Adverse climate conditions in some production areas are expected to reduce exports to 110 million boxes (5.5 million tons) [1] - High air freight costs have led producers to prefer sea transport, which may compromise quality and lead to price declines due to a 23-day shipping period [1] Group 3: Innovation Strategies - To maintain a strong presence in the Chinese market, Chilean producers are innovating by introducing new cherry varieties, such as small packaged premium cherries aimed at attracting younger consumers during the Spring Festival [1]

Group 1 - The Shanghai International Shipping Center is transitioning from "basically completed" to "fully completed" as part of the 14th Five-Year Plan, with a record high of 42,000 international vessels entering and leaving the port in the first 11 months of this year, a 2.4% increase year-on-year, including 30,000 container ships [1] - Service innovation is a key factor attracting international vessels to dock in Shanghai, with the implementation of regulations ensuring the supply of pharmaceuticals and medical devices for international vessels starting in October 2024, making Shanghai the first port in China with such capabilities [1] - The number of pharmaceutical and medical device supplies available at Shanghai Port has increased to 724 types, enhancing the ability to meet diverse health needs of crew members [1] Group 2 - Efficient customs clearance is a reason why international vessels view Shanghai as a hub, with Yangshan Port handling a container throughput of 26.25 million TEUs in the first 11 months, a 9.7% increase year-on-year, facilitated by customs measures [2] - Fresh products like New Zealand kiwifruit, Chilean cherries, and Spanish persimmons are increasingly entering through Yangshan Port, with the first fast cargo ship carrying Chilean cherries arriving in December [2] - The "immediate inspection upon arrival" customs measure has significantly preserved the freshness of imported cherries, with expectations of a two to three-fold increase in import volume compared to last year's cherry season [2] Group 3 - The "direct release" customs initiative at Shanghai Port has reduced logistics costs by 12% and improved time efficiency by 25% through smart customs construction [3] - In November, 3,489 Kia electric vehicles from South Korea were directly transported to the Yangshan Special Comprehensive Bonded Zone under the "direct release" supervision model, with plans for further distribution based on market demand [3] - The "direct release" model has facilitated the transit of 92,000 vehicles this year, expanding to include international automotive brands such as General Motors, Toyota, and Mitsubishi [3]

Core Insights - China's total import and export value reached 41.21 trillion yuan in the first 11 months of 2025, reflecting a year-on-year growth of 3.6% [1] - Exports amounted to 24.46 trillion yuan, increasing by 6.2%, while imports were 16.75 trillion yuan, with a modest growth of 0.2% [1] Trade Structure Optimization - The trade structure is continuously improving, with general trade and processing trade showing growth. General trade reached 26.04 trillion yuan, up 2.1%, accounting for 63.2% of total foreign trade [3] - Processing trade grew by 7.3% to 7.74 trillion yuan, making up 18.8% of the total [3] - Trade with ASEAN and EU increased, with ASEAN being China's largest trading partner at 6.82 trillion yuan, a growth of 8.5% [3] - Private enterprises' imports and exports reached 23.52 trillion yuan, up 7.1%, representing 57.1% of total foreign trade [3] Policy Support - Various supportive policies are being implemented to enhance foreign trade resilience, such as optimizing origin visa facilitation for the new energy and intelligent connected vehicle industry [5] - Shanghai's Songjiang District is encouraging the development of new foreign trade formats, including cross-border e-commerce and fashion consumer goods trade [5] Market Outlook - Market analysts express optimistic expectations for future foreign trade growth, citing November's rebound in export growth as a positive indicator [6] - The resilience of China's exports is attributed to the flexibility and pressure resistance of private enterprises, alongside the ongoing transformation and upgrading of the manufacturing sector [7] - The implementation of policies aimed at expanding green trade is expected to provide further support for stable foreign trade development [7]

Core Viewpoint - China's goods trade import and export value reached 41.21 trillion yuan in the first 11 months of 2025, showing a year-on-year growth of 3.6%, indicating strong resilience and vitality in foreign trade [1]. Trade Performance - Exports totaled 24.46 trillion yuan, increasing by 6.2%, while imports were 16.75 trillion yuan, with a slight growth of 0.2% [1]. - In November alone, exports were 2.35 trillion yuan and imports were 1.55 trillion yuan, reflecting growth rates of 5.7% and 1.7%, respectively, with acceleration in growth rates compared to the previous month [1]. Trade Structure Optimization - General trade and processing trade saw growth, with general trade imports and exports at 26.04 trillion yuan (up 2.1%) and processing trade at 7.74 trillion yuan (up 7.3%) [3]. - Trade with ASEAN and EU increased, with total trade with ASEAN at 6.82 trillion yuan (up 8.5%) and with the EU at 5.37 trillion yuan (up 5.4%) [3]. - Private enterprises and foreign-invested enterprises also experienced growth, with private enterprises' trade at 23.52 trillion yuan (up 7.1%) and foreign-invested enterprises at 12.07 trillion yuan (up 3.5%) [3]. Policy Support - Various supportive policies are being implemented to enhance foreign trade resilience, including measures to optimize origin visa facilitation for the new energy and intelligent connected vehicle industry [5]. - Shanghai's Songjiang District has issued opinions to encourage the development of new foreign trade formats, including cross-border e-commerce and fashion consumer goods trade [5]. Market Outlook - Market expectations for foreign trade development are generally optimistic, with analysts noting that the rebound in export growth in November is supported by global economic recovery and diversification of markets [6][7]. - The resilience of China's exports is attributed to the flexibility and pressure resistance of private enterprises, alongside the positive effects of manufacturing upgrades and supportive growth policies [7].

Core Insights - Zhengzhou Airport has achieved a significant milestone with a single-day fresh produce import volume exceeding 180 tons, reflecting its robust development momentum [1] - The airport has transformed from a regional fresh produce hub to a vibrant center radiating across China, with a diverse range of global fresh products now being imported [1] Fresh Produce Import Growth - Since early 2021, the variety of fresh produce imported through Zhengzhou Airport has expanded from 9 to 34 categories, covering over 20 countries and regions [2] - Notable products include live eels from the Philippines, rambutan from Thailand, and king crabs from Norway, with many previously routed through coastal ports now opting for direct flights to Zhengzhou [2] - As of October 2023, the total fresh produce imported has surpassed 16,600 tons, marking a year-on-year increase of 208%, with fruit imports nearing 5,000 tons (up 148%) and chilled seafood exceeding 8,000 tons (up approximately 15 times) [2] Customs and Logistics Efficiency - Zhengzhou Airport Customs has implemented a "green channel" for fresh produce, promoting smart regulatory measures such as "intelligent approval" and "advance declaration" [2] - A 24/7 appointment customs clearance mechanism has been established, significantly reducing inspection and release times, thereby providing a stable expectation for global fresh produce companies [2] International Cargo Network Expansion - The international cargo network at Zhengzhou Airport is continuously expanding, with 8 of the top 10 global cargo airlines now operating there [3] - This year, 9 new cargo airlines have been introduced, and 16 new cargo routes have been opened, bringing the total to 36 cargo airlines and 68 cargo routes as of October 2023 [3] - The airport's total cargo volume reached 825,200 tons by November 3, 2023, representing a year-on-year growth of 24.76% and positioning it as the leading air cargo hub in Central China for eight consecutive years [3] Future Development - The rapid growth of fresh produce business at Zhengzhou Airport exemplifies its functional upgrade and commitment to high-level openness in Henan [3] - The airport aims to continue optimizing the business environment to contribute to the new development pattern [3]