农产品日报：苹果西部坐果欠佳，红枣成交量提升-20250429

Group 1: Report Industry Investment Ratings - Apple: Oscillating with a bullish bias [4] - Red dates: Neutral [7] Group 2: Core Views - Apple: The current spot price of apples is generally firm due to low inventory and few low - priced fruits. New - season apples in the west are in the late flowering and fruit - setting stages with uneven fruit - setting, while those in Shandong are in the full - bloom and late - bloom stages with flower quantity similar to last year. The weather has a significant impact on apple production. Overall, the market is expected to see smooth transactions and prices remaining stable with a slight upward trend this week, but price increases may slow down in the future [3] - Red dates: The peak consumption season of red dates has passed, and the current futures and spot prices are at historical lows. The overall market trading volume has increased, and the off - season will last until September. The focus will shift to the growth of new - season red dates, and weather changes need to be closely monitored [6] Group 3: Market News and Important Data Apple - Futures: The closing price of the apple 2510 contract yesterday was 7,910 yuan/ton, a change of - 176 yuan/ton or - 2.18% from the previous day [1] - Spot: The price of 80 first - and second - grade late Fuji in Shandong Qixia was 4.10 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late Fuji in Shaanxi Luochuan was 4.30 yuan/jin, also unchanged from the previous day [1] Red dates - Futures: The closing price of the red date 2509 contract yesterday was 9,070 yuan/ton, a change of - 10 yuan/ton or - 0.11% from the previous day [4] - Spot: The price of first - grade grey dates in Hebei was 8.30 yuan/kg, unchanged from the previous day [5] Group 4: Recent Market Information Apple - The pre - holiday stocking in apple - producing areas around the May Day holiday is coming to an end. The packaging and shipping in warehouses are active. The market in the western producing areas is smooth, and in Shandong, high - cost - performance goods are selling well. The supply in the sales areas is increasing, and the downstream is purchasing as needed [2] Red dates - The jujube trees in the main producing areas of Xinjiang grey dates have entered the budding stage. In the Hebei Cuierzhuang market, the arrival of finished products has increased, and the mainstream transactions have shifted to average - quality goods. In the Guangdong Ruyifang market, the arrival is 2 trucks, and the prices are stable [5] Group 5: Market Analysis Apple - Yesterday, the apple futures price closed down. The remaining inventory in the producing areas is still at a low level, and the terminal sales are stable. The market is expected to perform well during the holiday. The current low inventory and lack of low - priced fruits support the spot price. The new - season apple production is affected by weather, especially in the west where fruit - setting is uneven [3] Red dates - The red date futures price closed slightly down yesterday. The supply in the sales areas is sufficient, and the downstream is purchasing as needed. The overall trading volume has increased. The off - season will last until September, and the focus will be on the growth of new - season red dates and the impact of weather [6] Group 6: Strategies - Apple: Oscillating with a bullish bias [4] - Red dates: Neutral [7]