苹果客商拿货增多，红枣销区供应充足

1. Report Industry Investment Ratings - Apple: Oscillating with an upward bias [3] - Red dates: Neutral [6] 2. Core Views of the Report - Apple: In April, the apple market enters the traditional sales peak season. With the increase in low - price apple transactions in Shandong and more shipments from cold storages, and the improvement in market sales in distribution areas, the market's bullish sentiment prevails. The remaining inventory is at a five - year low, and the de - stocking pressure is small. The new - season apples in the western region are in the flowering period, and the overall flower volume is sufficient. Although there was a large - scale strong wind disaster in North China, the impact on the market is still to be observed. In the short term, the spot and futures prices of apples are expected to be optimistic [2]. - Red dates: In 2024, the red date harvest exceeded expectations, and the spot inventory is at a high level. The prices of both futures and spot are at historical lows. The peak consumption season is over, and the off - season will last until September. The current demand is weak, and there is limited room for price increase. However, the cost of warehouse receipts provides some support, and the downside is also limited. The new - season red dates have started to sprout, and the market focus will shift to their growth conditions. In the short term, the price of red dates is expected to be volatile [5]. 3. Summary According to Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2510 contract yesterday was 7,752 yuan/ton, up 26 yuan/ton or 0.34% from the previous day [1]. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 4.05 yuan/jin, unchanged from the previous day; the price of Shaanxi Luochuan 70 and above semi - commercial late Fuji was 4.30 yuan/jin, unchanged from the previous day [1]. Market Analysis - The apple futures price closed higher yesterday. As the main contract switched and the production area entered the traditional peak season, the enthusiasm of merchants to purchase increased. The new - season apples are in the flowering period. In the short term, the apple price is expected to remain stable, and the weather conditions in the production area need to be tracked. The current inventory is at a five - year low, and the de - stocking pressure is small. The new - season apples in the western region are in the flowering period, and the impact of strong winds on pollination and the impact of low - temperature weather in the main production areas need to be focused on [2]. Strategy - Oscillating with an upward bias [3] Red Dates Market News and Important Data - Futures: The closing price of the red date 2509 contract yesterday was 9,485 yuan/ton, up 95 yuan/ton or 1.01% from the previous day [3]. - Spot: The price of first - grade gray dates in Hebei was 8.30 yuan/kg, unchanged from the previous day [3]. Market Analysis - The red date futures price closed higher yesterday. The supply of goods in the distribution area is sufficient. As the national weather warms up, the demand for warehousing increases, and the spot price is expected to remain stable. The 2024 red date harvest exceeded expectations, and the inventory is high. The peak consumption season is over, and the off - season will last until September. The new - season red dates have started to sprout, and the market focus will shift to their growth conditions [5]. Strategy - Neutral [6]