农产品日报：苹果好货较少，红枣供需偏弱-20250923

Group 1: Report Industry Investment Rating - The investment rating for both the apple and红枣 industries is neutral [4][8] Group 2: Core Views of the Report - For apples, the current low inventory level provides price support, and the high - priced new - season good - quality apples affect the sales of inventory apples. Short - term prices are expected to remain stable [4] - For red dates, if the subsequent dynamic assessment of yield and quality is lower than the current expectation, the upward trend of red date prices may continue. Attention should also be paid to the demand during the Mid - Autumn Festival and National Day holiday [8] Group 3: Summary by Relevant Catalogs Apple Market News and Important Data - The closing price of the apple 2601 contract was 8291 yuan/ton, up 18 yuan/ton (+0.22%) from the previous day. 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 70 semi - commodity late Fuji in Shaanxi Luochuan was 4.80 yuan/jin, unchanged from the previous day [1] Recent Market Information - Western early - maturing Fuji transactions are almost over, and other mid - and late - maturing varieties are being traded. The price of pre - harvest Fuji is higher than last year. Late - maturing Fuji is sporadically bag - removed, and large - scale bag - removal may occur around the 25th. The purchase enthusiasm of small trucks is okay, while the sales of inventory Fuji have slowed down. The prices of different apple varieties in various regions are provided [2] Market Analysis - The apple futures price rose slightly yesterday. The supply of high - quality apples is scarce, and the sales of inventory Fuji have slowed down. Attention should be paid to the weather in the main producing areas and its impact on the quality of late - maturing Fuji. During the Mid - Autumn Festival and National Day holiday preparations last week, the bag - removal of late - maturing Fuji was sporadic, and rainfall in the west may delay the large - scale bag - removal [3] Strategy - Adopt a neutral strategy. The current low inventory level supports the price, and it is expected that the short - term price will remain stable [4] Red Dates Market News and Important Data - The closing price of the red date 2601 contract was 10735 yuan/ton, up 65 yuan/ton (+0.61%) from the previous day. The price of first - grade gray dates in Hebei was 9.50 yuan/kg, unchanged from the previous day [5] Recent Market Information - Xinjiang gray dates are entering the sugar - increasing stage. The Cui'erzhuang market in Hebei has rain and no new arrivals. The price ranges of different grades of red dates are provided [6] Market Analysis - The red date futures price rose yesterday. Some farmers reported small - scale disasters in the orchards. The sales area prices fluctuated slightly, and merchants purchased as needed. The holiday preparations were below expectations. The 2024 production season had a large output and high inventory but poor quality. The new - season jujube trees may have over - exhausted, and the expected output is 56 - 62 million tons [7] Strategy - Adopt a neutral strategy. Pay attention to the rainfall in the main producing areas and its impact on the quality of new - season red dates. If the subsequent assessment of yield and quality is lower than expected, the upward price trend may continue [8]