农产品日报：苹果价格两极分化，红枣销区到货锐减-20251016

Group 1: Report Industry Investment Ratings - Apple: Neutral to bullish [3] - Red dates: Neutral [8] Group 2: Core Views of the Report - Apple: The price of high - quality apples is expected to remain stable and firm, with a significant price polarization. The trading of new - season late Fuji apples is affected by weather, and the acquisition and storage time within the year is compressed. The demand after the double festivals has not improved significantly [2][3] - Red dates: If the yield and quality are lower than expected, the upward trend of red dates may continue. Otherwise, the futures price will be in a volatile pattern with limited upside and strong downside support. The current quality of jujubes is better than that of the same period last year, and the new - season yield is estimated to be between 560,000 and 620,000 tons [7][8] Group 3: Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract yesterday was 8,665 yuan/ton, a change of +1 yuan/ton from the previous day, an increase of +0.01% [1] - Spot: The price of semi - commercial late Fuji above 70 in Luochuan, Shaanxi was 3.85 yuan/jin, with no change from the previous day. The spot basis AP01 was - 965, a change of - 1 from the previous day [1] Market Analysis - The price of late Fuji apples in the western regions such as Gansu and Shaanxi is stable, with obvious characteristics of high - quality fruits commanding high prices. The supply of red apples in Shandong is still scarce. The overall trading is light due to weather constraints. The price of high - quality apples is stable and slightly strong, while the price of general - quality apples is difficult to strengthen [2] Strategy - Maintain a neutral - to - bullish stance, focusing on the game between merchants' acquisition mentality and farmers' selling mentality [3] Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract yesterday was 11,105 yuan/ton, a change of - 5 yuan/ton from the previous day, a decrease of - 0.05% [4] - Spot: The spot price of first - grade grey dates in Hebei was 9.50 yuan/kg, with no change from the previous day. The spot basis CJ01 was - 1,605, a change of +5 from the previous day [4] Market Analysis - The futures price of red dates fluctuated slightly. The supply of red dates in the Hebei sales area is scarce, and the downstream purchasing enthusiasm has increased. The inventory pressure remains, and the supply - demand contradiction has not been substantially alleviated. The quality of jujubes is better than that of the same period last year [7] Strategy - Adopt a neutral stance, paying attention to consumption, new - season quality, and yield changes [8]