据介绍，为护航特色农产品"走出去"，延安海关常态化开展海关关长送政策上门行动。针对苹果出 口企业需求，延安海关编印涵盖苹果出口9类业务的《海关政策宣传包》，搭建线上线下服务平台，开 展实操培训10余次。2025年，延安市新增出口注册果园23家、包装厂9家，同比分别增长315%和 429%，目前，全市在册外贸企业达344家。 "下一步，延安海关将持续优化监管服务模式，精简通关流程、提升服务效能，全力助推延安特色 产业'走出去'，推动延安外向型经济实现高质量发展。"延安海关关长马丁表示。（记者：王婕妤 通讯 员：王尧） 2月6日，记者从延安海关获悉：2025年，延安市外贸进出口总值首次突破30亿元，达31.9亿元人民 币，创下历史最高水平，同比增长34.9%，增速全省第一。 2025年，延安市对外贸易结构呈现"主力凸显、新动能迸发"的态势，贸易方式除一般贸易外，保税 仓库货物进口同比激增7.5倍，租赁贸易实现零的突破，跨境电商等外贸新业态稳步推进、持续发力。 延安市外贸"朋友圈"持续扩大，贸易伙伴日益多元，对共建"一带一路"国家和地区进出口总值达23.4亿 元，占全市进出口总值的73.4%。延安市进出口商品呈现" ...

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - The apple futures main contract AP2605 showed a slight upward trend and maintained a volatile market. The pre - festival stocking effect boosted the market. The current cold - storage apple supply is relatively sufficient, with fruit farmers having a high willingness to sell. Good - quality apples are in short supply, and prices are slightly stronger. The pre - festival stocking is coming to an end, and the packaging volume is gradually decreasing. The market is expected to remain volatile before the Spring Festival, and it is recommended to wait and see [8][13][35]. 3. Summary According to the Directory 3.1 This Week's Market Review - The apple futures main contract AP2605 slightly strengthened and maintained a volatile market. The pre - festival stocking effect drove the market up [8]. 3.2 Supply - side Situation - As of February 5, 2026, the national cold - storage apple inventory was 5.6351 billion tons, with an inventory ratio of about 42.79%, 4.08 percentage points lower than the same period last year. Cold - storage supplies are relatively sufficient, fruit farmers are eager to sell, and the proportion of good - quality apples is small, with prices being stable and slightly stronger [13]. 3.3 Demand - side Situation - **Inventory and Packaging**: As of February 5, 2026, the national cold - storage capacity ratio decreased by 2.85 percentage points, and the de - stocking rate was 23.41%. The cold - storage capacity ratio in Shandong and Shaanxi also decreased. The pre - festival stocking is coming to an end, and the packaging volume is gradually decreasing [18]. - **Export Volume**: 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 first quarter is the peak export season, and the export volume is expected to remain at a high level [20]. - **Substitute Fruit Prices**: Not elaborated in the report. - **Spot Prices**: As of February 6, the price of apples in Qixia, Yantai, Shandong was stable. The overall packaging was okay, but some cold - storage facilities reported a gradual decrease in packaging volume [31]. 3.4 Week - long View - The cold - storage apple supply is sufficient, fruit farmers are eager to sell, and good - quality apples are scarce with stable and slightly stronger prices. The pre - festival stocking is ending, and packaged goods are being shipped to the market. The purchase situation in the northwest production area is good. The Spring Festival support boosts demand, but the later sales time is compressed, and the supply of citrus squeezes the apple market. The market is expected to remain volatile before the festival, and it is recommended to wait and see [35].

Report Industry Investment Rating - Not mentioned in the report Core Viewpoint - The apple futures market is expected to remain volatile at a high level before the Spring Festival. Low inventory provides some support for the market, and the operation should be based on a volatile mindset [37] Summary by Directory 1. This Week's Market Review - The main contract of apple futures, AP2605, first rose and then fell, maintaining an overall volatile market. The festival stocking effect boosted the market to rise slightly, but on Friday, the general decline in the commodity market led to a weakening of the apple futures market [8] 2. Supply - side Situation - As of January 29, 2026, the national cold - storage apple inventory was 6.0101 billion tons, and the national cold - storage inventory ratio was about 45.63%. The defective rate of low - price fruits from fruit farmers was relatively high, and the number of packaging workers increased recently [13] 3. Demand - side Situation - **Cold - storage shipment volume**: As of January 29, 2026, the national cold - storage capacity ratio decreased by 2.38 percentage points, and the de - stocking rate was 18.32%. In Shandong, the cold - storage capacity ratio was 48.36%, a decrease of 1.57 percentage points this week. In Shaanxi, the cold - storage capacity ratio was 43.15%, a decrease of 2.56 percentage points this week. The shipment speed in the producing areas has accelerated due to the Spring Festival stocking peak [18] - **Export volume**: 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 overseas demand increased due to the Christmas and New Year festivals, leading to a significant month - on - month increase in export volume [22] - **Spot price in the producing area**: As of January 30, the apple price in Qixia, Yantai, Shandong was stable. The intended price of first - and second - grade fruit farmer's slice - red apples above 80 was 3.7 - 4.0 yuan per catty, and that of striped apples was 4.0 - 4.7 yuan per catty. The intended price of first - and second - grade merchant's apples above 80 was 4.2 - 5.2 yuan per catty. The price of first - to third - grade fruit farmer's apples above 80 was 3.0 - 3.5 yuan per catty, the price of general goods was 2.5 - 3.0 yuan per catty, and the price of third - grade apples was 1.8 - 2.5 yuan per catty. The number of packaging workers increased recently, and the shipment situation was okay [33]

Core Viewpoint - Gansu Province is accelerating the creation of new momentum and advantages for high-quality development through deepened reforms and expanded openness, aiming for significant progress in the "14th Five-Year Plan" and beyond into the "15th Five-Year Plan" [15][42]. Group 1: Economic Development and Reforms - Gansu's state-owned enterprises have achieved an average annual industrial output growth rate of 21.5% during the "14th Five-Year Plan," contributing to 46.5% of the province's industrial growth [25]. - The province has seen a cumulative tax revenue exceeding 100 billion yuan, an increase of nearly 33 billion yuan compared to the "13th Five-Year Plan" period [25]. - Key projects in the chemical and energy sectors, such as the construction of the Lingtai Power Plant, are indicative of Gansu's focus on enhancing its energy infrastructure [14][12]. Group 2: Export Growth and Agricultural Products - In the first ten months of this year, Gansu's fresh apple exports reached 430 million yuan, with products being shipped to 14 countries including Vietnam and Australia [28]. - A total of 361 types of Gansu's specialty agricultural products have been exported to 131 countries, with a total export value of 13.28 billion yuan [30]. - The province's logistics sector is integrating with international trade, facilitating the export of various products including medicinal herbs and fruits [31]. Group 3: Business Environment and Competitiveness - The number of enterprises engaged in import and export activities in Gansu has reached 1,548, showing a year-on-year increase [34]. - Gansu has implemented innovative customs clearance processes, significantly reducing the time for importing copper concentrate from nearly 200 hours to under 30 hours, saving companies over 100 million yuan [36]. - The province is enhancing its business environment through various reforms, including the establishment of a unified mobile government service platform and reducing the time required for business registration to one working day [38].

Group 1 - The core viewpoint of the articles highlights Gansu's efforts to expand its agricultural products, particularly apples, into international markets, exemplified by the shipment of "Tianshui Huaniu" apples to Indonesia [1] - Gansu has implemented a comprehensive support mechanism for foreign trade enterprises, including 19 measures to stabilize and enhance development, along with detailed project implementation plans [1] - The province is actively participating in the construction of the "Belt and Road" initiative and the new western land-sea corridor, strengthening its strategic position in national westward opening [1] Group 2 - Gansu has established multiple international freight train routes covering over 20 countries and regions, including connections to Central Asia, South Asia, and various sea ports [1] - The province is promoting cross-border e-commerce by developing industrial parks in Lanzhou and Tianshui, facilitating the growth of the cross-border e-commerce industry [2] - In the first ten months of this year, Gansu's foreign trade showed steady growth, with a total import and export value of 54.48 billion yuan, a year-on-year increase of 16.1%, including exports of 13.87 billion yuan, up 39.4% [2]

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - The current apple futures main contract AP2601 is in a high - level oscillation. The inventory is lower than the same period last year, the cold - storage shipment volume is gradually increasing, and the export volume in October increased month - on - month. With the approaching of Christmas and New Year's Day, the festival boost effect is obvious. The substitution effect of seasonal fruits is greatly weakened, which is beneficial for the recovery of apple demand. The decline in production and quality strongly supports the price. The cost of storage may increase, and the prices of different - quality apple sources will be significantly differentiated in the later stage. The futures contract may show a pattern of near - term weakness and long - term strength [7][11][15][19][37] 3. Summary by Directory 3.1 This Week's Market Review - The apple futures main contract AP2601 is in high - level oscillation [7] 3.2 Supply - side Situation - As of November 27, 2025, the national cold - storage apple inventory is 7.2935 billion tons, and the cold - storage inventory ratio is about 55.38%, 7.84 percentage points lower than the same period last year, with a year - on - year decrease of 12.40%. The cold - storage inventory in Shandong production area is basically completed, with only a very small increase in individual cold - storages, mainly other varieties such as Cream Fuji and Venus [11][37] 3.3 Demand - side Situation - **Cold - storage Shipment Volume**: As of November 27, 2025, the national cold - storage capacity ratio decreased by 0.31 percentage points, and the de - inventory rate is 0.87%. The cold - storage capacity ratio in Shandong production area is 55.61%, with a weekly decrease of 0.13 percentage points, and that in Shaanxi is 53.89%, with a weekly decrease of 0.67 percentage points [16][37] - **Export Volume**: In October 2025, the export volume of fresh apples is about 80,400 tons, a month - on - month increase of 13.51% and a year - on - year decrease of 17.04%. The listing time of new - season apples is postponed, resulting in a significant year - on - year decrease in the export volume of new - season apples in October [19] - **Substitute Fruit Prices**: Not elaborated in detail in the content - **Origin Spot Price**: As of November 28, the apple price in Qixia, Yantai, Shandong is stable. The off - cold - storage transactions are basically completed. The remaining acquisition market is for a very small amount of tail - end products, mainly for market distribution after the transaction. The cold - storage transactions are for some medium - and small - sized fruits. The price of 65 - 70 fruits of cold - storage farmers is 2.0 - 2.2 yuan per catty, and that of 75 fruits of merchants is about 3.0 yuan per catty. The transactions of first - and second - grade goods above 80 have not started yet. The intended transaction price of first - and second - grade farmer's slice - red apples above 80 is 3.7 - 4.0 yuan per catty, and the price range of striped apples is 4.0 - 4.7 yuan per catty; the asking price of merchants' goods is relatively high, with the intended price of first - and second - grade goods above 80 being 4.2 - 5.2 yuan per catty (not yet traded, and the cold - storage quotation is calculated by adding 0.2 - 0.4 yuan per catty of profit to the inventory cost) [33] 3.4 Market Outlook - The festival boost effect of Christmas and New Year's Day is obvious, and the substitution effect of seasonal fruits is greatly weakened, which is beneficial for the recovery of apple demand. The decline in production and quality strongly supports the price. The cost of storage may increase due to quality problems. The new - season apple production reduction pattern is set, which provides strong support for the cost side. The prices of different - quality apple sources will be significantly differentiated in the later stage, and the futures contract may show a pattern of near - term weakness and long - term strength [37]

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Based on the Huatai Commodity Multi-Factor Model, this week it is recommended to overweight copper, silver, soybean oil, gold, and fresh apples, and underweight glass, alumina, soda ash, eggs, and styrene [4][51] Summary by Relevant Catalogs 1. Plate Liquidity - This week, the trading volume of the basic metals sector was 1784.354 billion yuan, a change of 104.21% from last week, with a margin of 50.724 billion yuan, a change of -3.33 billion yuan from last week [1] - The energy and chemical sector had a trading volume of 1641.153 billion yuan, a change of 148.50% from last week, and a margin of 36.5 billion yuan, a change of 0.198 billion yuan from last week [1] - The agricultural products sector had a trading volume of 1222.184 billion yuan, a change of 88.30% from last week, and a margin of 41.853 billion yuan, a change of 1.864 billion yuan from last week [1] - The precious metals sector had a trading volume of 5172.317 billion yuan, a change of 271.03% from last week, and a margin of 76.338 billion yuan, a change of 4.96 billion yuan from last week [1] - The black building materials sector had a trading volume of 1013.342 billion yuan, a change of 161.66% from last week, and a margin of 33.353 billion yuan, a change of 1.948 billion yuan from last week [1] - The stock index futures sector had a trading volume of 3921.85 billion yuan, a change of 133.22% from last week, and a margin of 154.917 billion yuan, a change of -10.672 billion yuan from last week [1] - The treasury bond futures sector had a trading volume of 1592.895 billion yuan, a change of 132.22% from last week, and a margin of 16.084 billion yuan, a change of 1.145 billion yuan from last week [1] 2. Market and Plate Style - Since the beginning of this year, the Wande Commodity Index has a change of 33.76%, the Non-ferrous Index has a change of 2.25%, the Energy Index has a change of -22.63%, the Chemical Index has a change of -17.92%, the Oilseeds Index has a change of 4.47%, the Precious Metals Index has a change of 48.17%, and the Coking Coal and Steel Ore Index has a change of 0.64% [2] - The Huatai Commodity Long-term Momentum Index has a change of 18.76%, the Short-term Momentum Index has a change of 0.20%, the Skewness Index has a change of 12.23%, and the Term Structure Index has a change of 3.39% [2] - The latest VIX indicators of stock index options are as follows: SSE 50 Index Option is 19.26%, CSI 300 Index Option is 20.98%, and CSI 1000 Index Option is 26.67% [2] 3. Plate Premium and Discount Structure - The latest basis of stock index futures: IH is 7.47 points, IF is -17.27 points, IC is -143.47 points, and IM is -159.17 points; the annualized basis rate: IH is 1.46%, IF is -2.22%, IC is -11.85%, and IM is -12.83% [3] - The latest basis of treasury bond futures: TS is -0.02 yuan, TF is -0.05 yuan, T is 0.10 yuan, and TL is -0.29 yuan; the latest net basis: TS is -0.01 yuan, TF is -0.04 yuan, T is -0.08 yuan, and TL is -0.51 yuan [3] 4. Strategy - According to the Huatai Commodity Multi-Factor Model, this week it is recommended to overweight copper, silver, soybean oil, gold, and fresh apples, and underweight glass, alumina, soda ash, eggs, and styrene [4][51]

Core Viewpoint - The introduction of the "batch inspection (quarantine)" model significantly accelerates the customs clearance process for agricultural and food products exported from Shaanxi, enhancing efficiency and reducing costs for companies [1][2][3]. Group 1: New Inspection Model - The "batch inspection (quarantine)" model allows for the inspection of fresh fruits within the same batch to be approved after the first inspection, enabling companies to apply for document review and customs clearance in batches without on-site inspections, thus compressing inspection cycles and lowering storage costs [2][3]. - This model is based on credit and risk management, utilizing smart customs construction to scientifically set inspection batches and implement efficient inspection and quarantine supervision for exported agricultural products [3]. Group 2: Export Performance - From January to July, Shaanxi exported 84,000 tons of fruit valued at 700 million yuan, representing year-on-year increases of 9.6% and 10.7%, respectively, with significant growth in citrus, grapes, kiwifruit, and fresh peaches [3]. Group 3: Regional Advantages and Support - Shaanxi's favorable natural conditions and rich agricultural resources position it as a key area for developing modern agricultural technology and promoting foreign trade [2]. - The Weinan Customs is actively enhancing local regulatory efficiency and establishing support services for export agricultural products, including a regulatory service studio and a technical trade measures workstation [2][3].

Economic Development - The yak industry transformation reflects Tibet's commitment to high-quality economic development, with a GDP of 138.27 billion yuan in the first half of the year, a 7.2% year-on-year increase [1] - The region's industrial added value increased by 14.8%, and fixed asset investment rose by 24.8% [1] - The per capita disposable income of residents grew by 7.6% [1] Clean Energy Initiatives - Tibet's clean energy generation accounts for over 99%, with cumulative clean energy exports exceeding 16.1 billion kWh, reducing CO2 emissions by approximately 13.86 million tons [3] - The region is focusing on developing water, wind, solar, and thermal energy projects to establish itself as a national clean energy base [3] Trade and Agriculture - Tibet's foreign trade has significantly increased, with an annual average now reaching over 10 billion yuan, compared to just 6.93 million yuan in 1965 [4] - In the first half of the year, exports of green products such as wool, fresh apples, and barley products approached 30 million yuan [4] Transportation Infrastructure - By the end of 2024, Tibet aims for a 100% road accessibility rate for towns and villages, with a total road mileage exceeding 124,900 kilometers [5] - The transportation network, including railways and air routes, supports the efficient movement of goods and enhances trade opportunities [5][6] Technological Empowerment - The development of modern logistics and agricultural technology is improving local livelihoods, with initiatives leading to increased income for local farmers [7] - The region emphasizes inclusive development, aiming to enhance the well-being and happiness of its diverse population [7] Overall Progress - Over the past 60 years, Tibet has shown significant development vitality, with a focus on high-quality growth and unity among its diverse communities [8]

Core Insights - The transformation of the yak industry in Tibet reflects the region's commitment to high-quality economic development, leveraging its unique highland resources and implementing new development concepts [1][3] Economic Performance - In the first half of the year, Tibet achieved a GDP of 138.27 billion yuan, with a year-on-year growth of 7.2% - Industrial added value above designated size grew by 14.8%, and fixed asset investment increased by 24.8% - Per capita disposable income for residents rose by 7.6% [1][4] Clean Energy Development - Tibet's clean energy generation accounts for over 99% of its total power output, with cumulative clean energy exports exceeding 16.1 billion kWh, equivalent to a reduction of approximately 13.86 million tons of CO2 emissions [3] - The region is focusing on developing water, wind, solar, and thermal energy projects to establish itself as a national clean energy base [3] Infrastructure and Transportation - By the end of 2024, the road accessibility rate for towns and villages in Tibet is expected to reach 100%, with a total road mileage exceeding 124,900 kilometers [5] - The transportation network, including railways and air routes, is increasingly facilitating the movement of goods and people, with significant growth in freight and passenger transport [5][6] Agricultural and Industrial Growth - The highland agriculture sector is steadily developing, with the clean energy and green industries showing strong growth [4] - The introduction of modern logistics and technology in agriculture is enhancing productivity and income for local communities [7] Social Impact and Poverty Alleviation - All registered impoverished populations in Tibet were lifted out of poverty by the end of 2019, with per capita income for the formerly impoverished expected to grow by over 12.5% in 2024 [7] - The focus on inclusive development aims to improve the well-being and happiness of all ethnic groups in the region [7]