格林大华期货早班车-20250908

Group 1: Report Industry Investment Rating - The investment rating for the apple in the agriculture, forestry, and livestock sector is bullish [1] Group 2: Core Viewpoint of the Report - Apple futures prices continued their upward trend. The poor quality of early - maturing Gala and Fuji led to an expectation of a shortage of high - quality fruits, which drove up the apple futures prices. Overall, the apple futures prices maintained a volatile pattern. For the AP10 contract, investors should buy on dips [1] Group 3: Summary by Relevant Catalog Market Review - The price of apple futures pulled back. The closing price of the main 2510 contract was 8381 yuan/ton, up 1.16% [1] Important Information - In Shandong, the price of bagged late - Fuji 80 (striped red, first and second - grade) was 3.80 - 4.00 yuan/jin; the price of bagged late - Fuji above 80 (striped red, general goods) was 3.00 - 3.50 yuan/jin; the price of bagged late - Fuji above 80 third - grade was 2.50 - 2.80 yuan/jin; the price of striped 80 first and second - grade was 4.10 - 4.50 yuan/jin - In Shaanxi, the price of bagged late - Fuji starting from 70 semi - commercial fruits was 4.70 - 4.80 yuan/jin. In the Weinan production area, there was a small amount of remaining goods from merchants in cold storage, mostly self - shipped, with little procurement for resale, and the market was stable. Currently, the price of late - Fuji starting from 75 general goods was about 4.00 yuan/jin - In Gansu, the price of late - Fuji mountain semi - commercial fruits above 75 in Renda Town was about 4.50 yuan/jin [1] Market Logic - In the western production areas, the supply of early - Fuji increased. Purchasers were quite active, and fruit farmers were eager to sell. Transactions were priced according to quality. In the Shandong production area, the inventory of Fuji apples was moving at a normal pace. Holders mostly sold at the going price, and transactions were made through bargaining, with little change in the market [1] Trading Strategy - Keep buying on dips for the AP10 contract [1]