Group 1: Report Industry Investment Ratings - The investment rating for both the apple and red date industries is neutral [3][8] Group 2: Core Views of the Report - For apples, the current inventory is low, and the expected new - season output has little change compared to last year. The short - term price is expected to remain stable, and attention should be paid to the trading situation of new - season early - maturing apples [3] - For red dates, there is a large divergence in the market's expectations for the new - season output. The market is sensitive to weather changes in the production area. Under the condition that the reduction in production cannot be disproven, the futures price may rise in the short - term due to capital sentiment. However, considering the high inventory of old dates, if the reduction in production is less than expected, the price may turn weak [7][8] Group 3: Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2510 contract yesterday was 8103 yuan/ton, a change of +39 yuan/ton (+0.48%) from the previous day [1] - Spot: The price of 80 first and second - grade late Fuji in Shandong Qixia was 3.80 yuan/jin, unchanged from the previous day; the price of semi - commercial late Fuji above 70 in Shaanxi Luochuan was 4.50 yuan/jin, unchanged from the previous day [1] Market Analysis - The apple futures price rose yesterday. The increasing volume of early - maturing Gala apples impacted the sales of stored apples. The inventory of stored apples is low, which supports the price. The quality of early - maturing apples is poor, and the sales of both early - maturing and stored apples were average last week. The profit of merchants has declined. This week, the supply of early - maturing varieties may squeeze the sales of stored apples, and the price of Gala apples in some areas may decline [2] Strategy - Maintain a neutral view. The short - term price is expected to remain stable, and attention should be paid to the trading situation of new - season early - maturing apples [3] Red Date Market News and Important Data - Futures: The closing price of the red date 2601 contract yesterday was 11470 yuan/ton, a change of - 60 yuan/ton (-0.52%) from the previous day [4] - Spot: The price of first - grade grey dates in Hebei was 9.60 yuan/kg, unchanged from the previous day [4] Market Analysis - The red date futures price fell yesterday. The main production areas are in the fruit - expanding period. The first - crop fruit setting was average, while the second and third - crop were better. The futures price is sensitive to weather changes in the production area. There is a large divergence in the market's expectations for the new - season output. The spot price is strong, and the trading atmosphere has improved [7] Strategy - Maintain a neutral view. The futures price may rise in the short - term due to capital sentiment when the reduction in production cannot be disproven. However, considering the high inventory of old dates, if the reduction in production is less than expected, the price may turn weak [8]
农产品日报：库内果走货减缓，红枣关注产区天气-20250822
Hua Tai Qi Huo·2025-08-22 05:08