农产品日报：苹果走货有所放缓，红枣整体成交清淡-20250522

Report Industry Investment Rating - Both the apple and红枣 industries are rated as neutral [3][8] Core Viewpoints - For the apple industry, the current spot price is relatively firm due to low inventory and few low - price fruits. However, the terminal demand has decreased with the rise in temperature and the listing of seasonal fruits. The new - season apple's fruit - setting is uneven, and future weather will greatly affect the production forecast. In the short term, the futures and spot prices will fluctuate [2][3] - For the红枣 industry, the current absolute price is at a low level, and it is in the critical growth period of new - season jujubes. The market is affected by the end of Dragon Boat Festival stocking, with overall light trading. The new - season growth has potential risks due to over - exhaustion in the 2024 season, and the growth situation during the flowering and fruit - setting stage may bring market opportunities. In the short term, the price will be in a volatile state [7][8] Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2510 contract yesterday was 7,672 yuan/ton, a change of - 112 yuan/ton or - 1.44% 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, with a spot basis of AP10 + 528, a change of + 112 from the previous day. The price of Shaanxi Luochuan 70 and above semi - commodity late Fuji was 4.80 yuan/jin, unchanged from the previous day, with a spot basis of AP10 + 1928, a change of + 112 from the previous day [1] Market Analysis - The apple futures price closed lower yesterday. During the busy farming season, cold - storage packaging was slow, and the overall sales slowed down. The listing of seasonal fruits affected the consumption demand for apples. The new - season apple's fruit - setting is uneven, and extreme weather has affected the fruit - setting rate. The specific data will be clear after bagging [2] Strategy - Adopt a neutral strategy. In the short term, consider the futures and spot prices to fluctuate [3] Red Dates Market News and Important Data - Futures: The closing price of the red dates 2509 contract yesterday was 9,090 yuan/ton, a change of - 30 yuan/ton or - 0.33% from the previous day. Spot: The price of first - grade gray jujubes in Hebei was 8.30 yuan/kg, unchanged from the previous day, with a spot basis of CJ09 - 790, a change of + 30 from the previous day [4] Market Analysis - The red dates futures closed lower yesterday. The Dragon Boat Festival stocking is coming to an end, with overall light trading in the market. The current futures and spot prices are at historical lows. The new - season growth has potential risks due to over - exhaustion in the 2024 season, and the growth situation during the flowering and fruit - setting stage may bring market opportunities [7] Strategy - Adopt a neutral strategy. Continuously monitor the market opportunities brought by the impact of over - exhaustion in the 2024 season and weather changes on the growth of new - season jujubes. In the short term, the price will be affected by the Dragon Boat Festival stocking and remain volatile [8]