后期驱动逻辑转向需求端 苹果期货偏强震荡运行
Jin Tou Wang·2025-10-27 07:22

Core Viewpoint - Apple futures experienced a rapid increase, reaching a peak of 8985.00 yuan, with a current price of 8977.00 yuan, reflecting a rise of 1.87% [1] Group 1: Market Analysis - Guosen Futures suggests that apple long positions should consider taking profits and adopting a wait-and-see approach due to the delayed new season apple listings and average supply quality from Shandong [2] - Green Dahan Futures recommends holding long positions in the AP2601 contract while configuring long call options for distant contracts, indicating a bullish outlook [2] Group 2: Supply and Demand Dynamics - The new season apple listing has been generally delayed, with Shandong's supply being average and of lower quality, while the demand from merchants in Shaanxi is relatively high, leading to most quality apples being pre-ordered [2] - The overall quality of apples from Shandong is mixed, with chaotic pricing, while the trading activity in Liaoning is currently vibrant, with Shandong merchants continuing to adjust their purchases based on quality [2]