Report Industry Investment Rating No information provided. Core View of the Report The report predicts that both apples and red dates will experience an oscillating rebound. For apples, as new fruits are expected to enter the market, there will be some pressure on apple prices in the future, and the prices may show limited upward momentum and undergo oscillating adjustments. For red dates, with the expectation of new fruit listings, the prices will mainly oscillate and adjust in the near future [3][7][10][44]. Summary by Relevant Catalogs Apple 1. Weekly View This week, the supply of mid - season apples is increasing. The overall quality of Hongqian Fuji in the western region is acceptable, but the color and redness are average due to long - term rainfall and short sunshine. The price of high - quality goods remains firm. In Shandong, the inventory of apples is being sold at a fair pace, and the price of fruit farmers' goods is stable. The quality of newly traded Hongjiangjun apples in Shandong is poor. In the sales area, the digestion speed is stable, but the profit of merchants is limited due to the high purchase price of early - maturing Fuji. With the expectation of new fruit listings, there is pressure on apple prices, and they may show limited upward movement and oscillate [10]. 2. Market Review This week, the main apple futures contract oscillated weakly. The apple basis was 313 yuan, an increase of 72 yuan compared to last week [13]. 3. Apple Wholesale Market Price Trend As of September 12, 2025, the wholesale price of all apple varieties was 9.76 yuan/kg, unchanged from last week, and the wholesale price of Fuji apples was 9.38 yuan/kg, also unchanged from last week. Recently, the spot price of Fuji apples has been oscillating [18]. 4. Main Apple Producing Areas In Shandong, the prices of different grades of apples vary. The early - maturing varieties are mainly cream Hongjiangjun, with a good supply. In Shaanxi, the prices of early - maturing Fuji in different regions also vary, with prices determined by quality [23]. 5. Cold Storage Analysis As of September 10, 2025, the apple cold storage inventory in the main producing areas was 209,100 tons, a decrease of 64,400 tons compared to last week. The inventory sales speed in Shandong has slightly accelerated [25]. 6. Sales Area Market Summary In the South China market, the number of trucks arriving at the Guangdong Chalong market has slightly increased. The market is still dominated by Fuji apples, and the early - maturing varieties are selling well, but the merchants' profit is average, and the terminal sales speed is not fast [30]. 7. Apple Storage Profit Analysis In the 2024 - 2025 production season, the profit of storage merchants for 80 first - and second - grade apples in Qixia was 0.3 yuan/jin, unchanged from last week [33]. 8. Substitute Price Analysis As of the 37th week of 2025, the average wholesale price of six types of fruits monitored by the Ministry of Agriculture and Rural Affairs was 6.94 yuan/kg, a decrease of 0.05 yuan/kg compared to the 36th week. The prices of different fruits have fluctuated, while the average wholesale price of Fuji apples remained unchanged from last week [38]. Red Dates 1. Weekly View This week, the temperature in the main producing areas of Xinjiang grey dates is between 15°C and 31°C, and the jujube trees have entered the sugar - increasing stage. There may be light rain in mid - September, and attention should be paid to the actual rainfall and jujube fruit quality. In the sales area, the daily arrival of goods is about 2 trucks, and the price of high - quality goods is strong. The average price of special - grade and first - grade red dates in Hebei has decreased compared to last week. With the expectation of new fruit listings, the price of red dates will mainly oscillate and adjust in the near future [44]. 2. Market Review The temperature in the main producing areas of Xinjiang grey dates is between 15°C and 31°C, and the jujube trees have entered the sugar - increasing stage. There may be light rain in mid - September, and attention should be paid to the actual rainfall and jujube fruit quality. The arrival of goods in the sales area is small, and the price of high - quality goods is strong. The average price of special - grade and first - grade red dates in Hebei has decreased compared to last week. With the approaching of cooling and rainfall in mid - September, attention should be paid to the weather changes and jujube fruit growth [48]. 3. Spot Price Trend In the Hebei Cuierzhuang market, the arrival of goods has decreased, the purchase and sales atmosphere is average, and the spot price has risen first and then fallen. In the Henan market, the spot price of red dates has remained stable, and downstream merchants are purchasing as needed. In the Guangdong Ruyifang market, the arrival of goods has decreased, and the price of high - quality goods has increased [51]. 4. Inventory Data According to the survey data of Mysteel Agricultural Products, the physical inventory of 36 sample points this week was 9,321 tons, a decrease of 89 tons compared to last week, a decrease of 0.95% month - on - month and an increase of 78.32% year - on - year. The arrival of goods in the sales area is small, the downstream purchasing enthusiasm is average, and the market is in a state of seeking a direction in dynamic balance [53]. 5. Sales Area Market Profit Analysis The average purchase price of grey dates in the main producing areas of Xinjiang is 5.33 yuan/kg, the price of first - grade finished products in the Hebei sales area is 9.00 - 9.80 yuan/kg, and the freight from Aksu to Cangzhou is 460 - 480 yuan/ton, with a gross profit of 2.51 yuan/kg [56].
长江期货鲜果周报：震荡反弹-20250915
Chang Jiang Qi Huo·2025-09-15 07:11