农产品日报：早熟嘎啦价格混乱，红枣销区到货减少-20250827

Group 1: Apple Investment Rating - Neutral. The apple market is expected to maintain stable prices in the short term due to low inventory and similar expected production in the new season [3]. Core View - The apple market shows a mixed trend with polarizing prices of early - maturing varieties and a weakening trend in inventory apples. The market should focus on the quality of new - season fruits and the impact of early - maturing apples on inventory apple sales [1][2]. Summary by Directory Market News and Important Data - Futures: The closing price of the apple 2510 contract was 8124 yuan/ton, down 17 yuan/ton (-0.21% ) from the previous day. Spot: Shandong Qixia 80 first - and second - grade late Fuji was 3.75 yuan/jin; Shaanxi Luochuan 70 semi - commodity late Fuji was 4.50 yuan/jin [1]. Market Analysis - Apple futures prices fell. The remaining early - maturing Gala apples in the western region had uneven quality and chaotic prices. Inventory apples had a high proportion of large fruits and slow sales. Short - term inventory apples are expected to be stable but weak [2]. Strategy - Maintain a neutral view. With low inventory and little change in expected production, apple prices will likely remain stable in the short term. Monitor the trading of new - season early - maturing apples [3]. Group 2: Red Dates Investment Rating - Neutral. The red date market may see short - term upward movement due to unfalsified production reduction expectations, but high inventory may cause prices to weaken if the reduction is less than expected [7]. Core View - Red date futures prices were flat. The arrival of goods in the sales areas decreased, and the market is sensitive to weather changes in the production areas. There are differences in the expectations for the new - season red date production [4][6]. Summary by Directory Market News and Important Data - Futures: The closing price of the red date 2601 contract was 11410 yuan/ton, unchanged from the previous day. Spot: Hebei first - grade grey dates were 9.60 yuan/kg [4]. Market Analysis - Red date futures prices remained the same. The first - crop flowers are turning red and sugaring. The arrival of goods in the sales areas decreased, and the spot price is strong. The market is trading based on production reduction expectations and is sensitive to weather [6]. Strategy - Adopt a neutral stance. The market may be affected by capital sentiment in the short term, but high inventory may lead to price weakness if the production reduction is less than expected [7].