农产品日报：苹果套袋进行时，主产区枣树生长良好-20250605

Group 1: Investment Ratings - The investment rating for both the apple and红枣 industries is neutral [3][7] Group 2: Core Views - For the apple industry, the current expectation of apple production reduction has weakened during the bagging stage, but weather still poses uncertainties. In the short - term, apple prices are expected to fluctuate. The apple market's main trend is stable, with seasonal factors and weather affecting the market [2][3] - For the红枣 industry, the current growth of jujubes is normal, and the market is in a traditional off - season with high inventory. The prices have fallen below the warehouse receipt cost of the 2024 production season. Attention should be paid to weather - related market opportunities [6][7] Group 3: Market News and Key Data Apple - Futures: The closing price of the apple 2510 contract yesterday was 7,750 yuan/ton, up 93 yuan/ton or 1.21% from the previous day. Spot: The price of 80 first - and second - grade late Fuji in Qixia, Shandong was 4.10 yuan/jin, unchanged from the previous day; the price of semi - commercial late Fuji above 70 in Luochuan, Shaanxi was 4.80 yuan/jin, unchanged from the previous day [1] Jujube - Futures: The closing price of the jujube 2509 contract yesterday was 8,810 yuan/ton, up 185 yuan/ton or 2.14% from the previous day. Spot: The price of first - grade gray jujubes in Hebei was 8.30 yuan/kg, unchanged from the previous day [4] Group 4: Market Analysis Apple - The apple futures price rose yesterday. The bagging work is in progress in the producing areas. Seasonal fruits are on the market, affecting apple consumption. The apple de - stocking speed has slowed compared to last year, and the inventory is at the lowest level in the same period in the past five years. The new - season apple production is uncertain due to previous extreme weather [2] Jujube - The jujube futures price rose significantly yesterday. The main producing areas' jujube trees are growing well. The off - season has arrived after the Dragon Boat Festival, and the inventory has slightly increased. The jujube prices have been falling under multiple factors [6] Group 5: Strategies Apple - Adopt a neutral strategy. Consider apple prices to fluctuate in the short - term [3] Jujube - Adopt a neutral strategy. Closely monitor market opportunities caused by weather disturbances [7]