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格林大华期货早班车:苹果-20250924
Ge Lin Qi Huo·2025-09-24 01:19

Report Industry Investment Rating - The investment rating for the apple sector in the agricultural, forestry, and livestock industry is "Bullish" [1] Core View - Apple futures prices have corrected, and the main contract has shifted. The closing price of the 2601 contract is 8,288 yuan/ton, down 0.04%. The market focus is shifting from the supply side to demand verification. It is recommended that investors wait and see and choose the opportunity to operate after the new season's output is clear and the consumption peak season starts [1] Summary by Directory Market Review - Apple futures prices have corrected, and the main contract has shifted. The closing price of the 2601 contract is 8,288 yuan/ton, down 0.04% [1] Important Information - In Shandong, the price of bagged late Fuji 80 is between 3.80 - 4.00 yuan/jin (striped red, first and second grades); the price of bagged late Fuji above 80 is between 3.00 - 3.50 yuan/jin (striped red, general goods), and the price of the third - grade bagged late Fuji above 80 is between 2.50 - 2.80 yuan/jin. The price of the first and second - grade bagged striped 80 is between 4.10 - 4.50 yuan/jin. In Shaanxi, the semi - commercial price of bagged late Fuji starting from 70 is between 4.70 - 4.80 yuan/jin. In Gansu, the price of mountain semi - commercial fruit of late Fuji above 75 in Renda Town is about 4.50 yuan/jin [1] Market Logic - Rainfall in Shaanxi and Gansu production areas has ended, and the bag - removing work of late Fuji has begun. The current transactions in the production areas are mainly based on inventory Gala, Red Star, and Huaniu. In Shandong, the remaining supply of Red General is small, and the quality is poor. The new - season apple's early - maturing fruit purchase price in the northwest is 0.2 - 0.4 yuan/jin higher year - on - year, and the opening price of late - maturing Red Fuji is expected to be strong. The market focus is shifting from the supply side to demand verification [1] Trading Strategy - Hold long positions in the AP2601 contract [1]