格林大华期货早盘提示：苹果-20251014

Report Summary 1) Report Industry Investment Rating - The investment rating for the apple in the agricultural, forestry, and livestock sector is "Bullish" [1] 2) Core View of the Report - Apple futures prices have corrected, and the main contract has shifted. The closing price of the 2601 contract is 838 yuan/ton, down 1.21%. The new - season late Fuji large - scale trading still needs to wait for the coloring and ripening process, and the AP2601 contract long positions should be gradually taken profit [1] 3) Summary by Relevant Catalogs Market Review - Apple futures prices corrected, and the main contract shifted. The closing price of the 2601 contract was 838 yuan/ton, down 1.21% [1] Important Information - In Shandong, the price of bagged late Fuji 80 (flake red, first and second - grade) is 3.80 - 4.00 yuan/jin; 80 and above (flake red, general goods) is 3.00 - 3.50 yuan/jin; 80 and above third - grade is 2.50 - 2.80 yuan/jin; the price of striped 80 first and second - grade is 4.10 - 4.50 yuan/jin. In Shaanxi, the price of bagged late Fuji 70 starting semi - commodity is 4.70 - 4.80 yuan/jin, and the current price of late Fuji 75 starting general goods is about 4.00 yuan/jin. In Gansu, the price of late Fuji 75 and above mountain semi - commodity fruits in Renda Town is about 4.50 yuan/jin [1] Market Logic - In Shaanxi, although the rainfall has stopped, fruit farmers' picking is blocked. The redness of a small amount of trading goods is light, and a large amount of trading still needs to wait. The ordering of high - quality goods is basically over, and the price is stable. The price of general goods is chaotic and slightly weak. In Shandong, the late Fuji trading is not yet large - scale, and the redness is light. Some merchants go to Liaoning to purchase. Fruit farmers in Liaoning ask for high prices, and the supply of good goods is limited. In Gansu, the reservation of high - quality goods is basically over, and the trading of general goods is average. Shandong is still in the process of bag removal, and the mainstream trading is expected to start around the 12th. Overall, there is a game between fruit farmers' waiting and merchants' on - demand procurement [1] Trading Strategy - Gradually take profit on long positions in the AP2601 contract [1]