农产品日报：苹果产区降雨增多，红枣供需弱平衡-20250904

Group 1: Investment Ratings - The report suggests a neutral strategy for both the apple and红枣 industries [4][8] Group 2: Core Views - For apples, the current inventory in production areas is low, and there are no prominent contradictions in the fundamentals, so the short - term price is expected to remain stable. For red dates, under the condition that the expected reduction in production cannot be falsified, the futures price may rise in the short - term due to capital sentiment, but high old - stock pressure may lead to a price decline if the reduction in production is less than expected [4][8] Group 3: Apple Industry Market News and Key Data - Futures: The closing price of the apple 2510 contract was 8332 yuan/ton, down 57 yuan/ton or 0.68% from the previous day. Spot: The price of 80 first and second - grade late Fuji in Shandong Qixia was 3.75 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late Fuji in Shaanxi Luochuan was 4.80 yuan/jin, also unchanged from the previous day [1] Recent Market Information - In Shaanxi, early - maturing Fuji is being colored on a large scale, with a small amount on the market at a higher price than last year. In Shandong, the trading volume of Cream Red General is small. The market for stored Fuji is stable but dull, with some farmers and holders offering price cuts [2] Market Analysis - The apple futures price fell yesterday. Rain in the western production areas affected the listing of early - maturing Fuji, and the trading of stored apples was light. The market is focusing on the quality of late - maturing Fuji, which has some quality problems. The early - maturing apple market shows a polarization trend, and the stored apple market is weak [3] Group 4: Red Date Industry Market News and Key Data - Futures: The closing price of the red date 2601 contract was 11325 yuan/ton, down 55 yuan/ton or 0.48% from the previous day. Spot: The price of first - grade grey jujubes in Hebei was 9.50 yuan/kg, down 0.10 yuan/kg from the previous day [5] Recent Market Information - Xinjiang grey jujubes are entering the sugar - increasing stage, and precise prevention and control against weather changes are crucial. In the Hebei Cuierzhuang market, the prices of some red date products were reduced by 0.10 - 0.20 yuan/kg. In the Guangdong Ruyifang market, the arrival of goods was stable, and the trading volume was average [5][6] Market Analysis - The red date futures price fell yesterday. The arrival of goods in the sales areas decreased, and the downstream purchasing enthusiasm was average. There may be speculation before the jujubes are harvested. The 2024 production was large with high inventory but poor quality. The new - season production is expected to decrease, and the market shows a high - level oscillation after the price increase [7]