【在继往开来中奋勇争先 决胜"十四五" 迈向"十五五"】 改革开放步履铿锵 ——我省加快塑造高质量发展新动能新优势 兰石集团重装炼化公司承制的用于俄罗斯阿穆尔天然气加工处理厂项目的40台储罐装车发运（资料图）。新 甘肃·甘肃日报记者 丁凯 甘肃(兰州)国际陆港全景。新甘肃·甘肃日报记者 马伊星 甘肃省"义乌—兰州—莫斯科"中欧班列从甘肃（兰州）国际陆港驶出，发往俄罗斯莫斯科。新甘肃·甘肃日报 通讯员 郑德言 2025年中国苹果产销峰会暨静宁苹果招商推介大会在平凉市崆峒区开幕。新甘肃·甘肃日报通讯员 郑 兵 兰州市城关区政务服务中心工作人员办理业务。新甘肃·甘肃日报记者 冯乐凯 酒钢集团公司碳钢冷轧产品下线。新甘肃·甘肃日报通讯员 张志方 临泽县板桥中型灌区续建配套与节水改造项目。新甘肃·甘肃日报通讯员 杨永伟 庆阳市西峰区润庆精细化工、同欣年产50万吨轻烃深加工、寰泰年产3000吨高纯氧化钒原料生产线等重点项 目建设现场。新甘肃·甘肃日报通讯员 盘小美 "陇电入鲁"能源战略通道上重要电源点项目—山东能源灵台电厂建设项目施工现场。新甘肃·甘肃日报通讯员 黄蔚林 新甘肃·甘肃日报记者 王占东 隆冬时节，兰石重装炼 ...

数据显示，今年前10个月，甘肃省外贸实现稳步增长，进出口总值达到544.8亿元，同比增长16.1%。其 中，出口138.7亿元，增长39.4%；进口406.1亿元，增长9.8%。对共建"一带一路"国家进出口398.9亿 元，增长9.6%。（记者赵梅） 经济日报兰州12月5日讯 近日，一批贴有"天水花牛"标识的鲜苹果完成装柜，正式启程发往印度尼西亚 勿拉湾港口。针对苹果"保鲜期短、船期紧"的特点，天水海关专门组建服务专班，优化"属地查验—证 书签发—口岸放行"全流程。 助力农产品拓展国际市场，是甘肃推动外贸保稳提质的一个缩影。近年来，甘肃充分发挥外经 贸"1+5+N"工作机制效能，全面落实支持外经贸企业稳定发展的19项措施，并制定详细项目实施方案。 在通道建设上，甘肃积极融入高质量共建"一带一路"和西部陆海新通道建设，持续强化陆上、空中、网 上"三大通道"功能，不断巩固在国家向西开放布局中的战略通道地位。目前，甘肃已开通中欧、中亚、 南亚、陆海新通道、"中吉乌"中亚新通道及东部海港铁海联运等"四向多条"国际货运班列，线路覆盖20 多个国家和地区。 在"引进来"与"走出去"双向发力方面，甘肃省商务厅组织召开全省海 ...

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]

Report Title - "偏强运行，等待新季产量落地 —— 国信期货苹果周报" [2] Report Date - August 17, 2025 [2] Report Industry Investment Rating - Not provided Core View - The cold storage余量 is lower than the same period in previous years, with goods concentrated in Shandong. Cold storage merchants have a high willingness to ship. The destocking rate is high, but there are differences in shipment among cold storages. Early - maturing apples have problems such as slow coloring and small fruit size in some areas. The number of new - season apple bagging is slightly lower than the previous season, and the purchase price of early - maturing apples in the northwest is higher than last year, which may support the opening price of late - maturing Red Fuji. It is recommended to consider buying on dips in the short term and pay attention to the new - season apple production performance [30] Summary by Directory 1. This Week's Market Review - This week, the main contract of apple futures, AP2510, continued to rise after a slight correction [7] 2. Supply - side Situation - As of August 14, 2025, the total remaining cold - storage apples in the country were 461,300 tons, at the lowest level in the past five years. The remaining cold - storage volume in Shandong was 288,200 tons, and that in Shaanxi was 119,200 tons [10] 3. Demand - side Situation - As of August 14, 2025, the national cold - storage inventory ratio was about 3.50%, with a weekly - on - weekly decrease of 0.41 percentage points and a year - on - year decrease of 2.8 percentage points. The destocking rate was 94.50%. There were differences in shipment among cold storages, and data errors slightly increased [14] - In June 2025, the export volume of fresh apples was about 37,000 tons, a month - on - month decrease of 18.62% and a year - on - year decrease of 38.55%. The second - quarter export volume is expected to decline [16] - As of August 15, the mainstream price of apples in Qixia, Yantai, Shandong was stable. Cold - storage merchants had low - price offers, and customer purchasing enthusiasm was good [26]

Report Industry Investment Rating - Not provided in the content Core View of the Report - As of July 17, 2025, the national cold storage apple inventory ratio was about 5.56%, with a weekly decline of 0.68 percentage points and a year - on - year decrease of 3.32 percentage points. The low inventory supports the price, and the mainstream transaction price in the origin remains stable. The stable closing price of old - season apples may boost the purchase price of new - season apples. The high opening price of new - season early - maturing apples may support the opening price of late - maturing Red Fuji. However, due to the off - season of apple consumption, the weak demand restricts the significant rise of the market. Short - term operations should be treated with a volatile mindset [35] Summary by Relevant Catalogs 1. This Week's Market Review - This week, the main contract of apple futures, AP2510, showed a strong performance [7] 2. Supply - side Situation - As of July 17, 2025, the total remaining amount of apples in national cold storage was 734,100 tons, at the lowest level in the past five years. The remaining amount in Shandong cold storage was 449,300 tons, and that in Shaanxi was 194,800 tons [13] 3. Demand - side Situation - As of July 17, 2025, the national cold storage inventory ratio was about 5.56%, with a weekly decline of 0.68 percentage points and a year - on - year decrease of 3.32 percentage points, and the de - stocking rate was 91.26% [18] - In May 2025, the export volume of fresh apples was about 45,500 tons, a month - on - month decrease of 37.38% and a year - on - year decrease of 25.15%. The second - quarter export volume of fresh apples in 2025 is expected to decline [20] - As of July 11, the mainstream price of apples in Qixia, Yantai, Shandong was stable. The transaction volume increased, and the overall transaction price was stable [31]

Core Viewpoint - Gansu Province's foreign trade import and export value is projected to reach 61.54 billion yuan in 2024, marking a 25.2% increase from the previous year, positioning it as the fastest-growing region in the country for this metric [1]. Group 1: Trade and Economic Development - The "Action Plan for Building a National Westward Opening Strategic Corridor" was introduced, emphasizing Gansu's resource and transportation advantages to enhance its development [1]. - Gansu's strategic location as a historical hub of the Silk Road and its role as a key transportation junction connecting Southwest and Northwest China are highlighted [1]. - The province has seen significant improvements in transportation infrastructure, including the operation of the new T3 terminal at Lanzhou Zhongchuan International Airport and the opening of new international cargo routes, resulting in a 97.6% increase in cargo volume [2]. Group 2: Agricultural and Industrial Growth - Gansu has focused on developing its unique agricultural products, with exports of agricultural goods reaching 1.16 billion yuan in the first four months of the year, serving nearly 90 countries and regions [2]. - The province's efforts in promoting its agricultural sectors, including livestock and various crops, have led to substantial export growth, with several categories exceeding 100 million yuan in export value [2]. Group 3: Cultural and Tourism Promotion - Gansu has successfully hosted various international events, enhancing its role as a platform for foreign exchange and showcasing its rich cultural heritage [2]. - The provincial government has actively promoted Gansu's historical and cultural narratives, contributing to the high-quality development of its cultural and tourism industries [2]. Group 4: Future Development Goals - The "Action Plan" outlines a five-year strategy focusing on enhancing trade quality and quantity, deepening industrial and investment expansion, and improving cultural exchanges [3]. - The plan aims to establish a new framework for foreign trade and elevate the level of open economy development in Gansu [3].