农产品日报：苹果节前走货良好，红枣货源持续供应-20250425

Report Industry Investment Rating - Apple: Oscillating with an upward bias [4] - Red dates: Neutral [7] Core Viewpoints of the Report - Apple is in the traditional sales peak season, with improved terminal consumption of late Fuji apples. The inventory is at a five - year low, and the price is expected to remain stable with a slight upward trend. New - season apples are in the flowering period, and weather factors may affect production. [3] - Red dates had a bumper harvest in 2024. The current spot and futures prices are at historical lows. The consumption off - season will last until September. The short - term spot price is expected to be stable, and attention should be paid to the growth of new - season red dates. [6] Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2510 contract yesterday was 7,935 yuan/ton, up 49 yuan/ton or 0.62% from the previous day. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 4.10 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. [2] Market Analysis - The apple futures price rose yesterday. In the traditional peak season, merchants' purchasing enthusiasm is high, and terminal sales are stable. The remaining inventory is at a five - year low, and the de - stocking pressure is small. The price is expected to remain stable with a slight upward trend this week. New - season apples are in the flowering period, and some areas have a certain expected reduction in production due to frost damage. [3] Strategy - Oscillating with an upward bias [4] Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2509 contract yesterday was 9,060 yuan/ton, down 120 yuan/ton or 1.31% from the previous day. - Spot: The price of first - grade grey dates in Hebei was 8.30 yuan/kg, unchanged from the previous day. [4][5] Market Analysis - The red dates futures price fell yesterday. The supply in the sales area is sufficient, and downstream buyers purchase as needed. The short - term spot price is expected to be stable. The market is in the consumption off - season, and attention should be paid to the growth of new - season red dates. [6] Strategy - Neutral [7]