Group 1: Report Industry Investment Rating - The investment rating for both the apple and红枣 industries is neutral [3][8] Group 2: Core Viewpoints of the Report - For apples, currently, the late Fuji apples are sporadically on the market. Affected by the weather, it's difficult to organize a large quantity of red apples. The acquisition period may be shortened. It's expected that the price of high - quality apples will remain stable and firm, with a significant price gap between high - quality and general - quality apples [3] - For red dates, if the yield and quality fall short of expectations, the upward trend of red dates may continue. Otherwise, the futures price of red dates will face a situation of limited upward movement and sufficient downward support, showing a volatile pattern [8] Group 3: Summary According to the Apple - Related Content Market News and Important Data - Futures: The closing price of the apple 2601 contract yesterday was 8865 yuan/ton, up 240 yuan/ton or 2.78% from the previous day [1] - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.75 yuan/jin, down 0.05 yuan/jin from the previous day. The spot basis AP01 was - 1365, down 332 from the previous day. The price of Shaanxi Luochuan 70 and above semi - commercial late Fuji was 4.15 yuan/jin, unchanged from the previous day. The spot basis AP01 was - 565, down 240 from the previous day [1] - Market situation: The coloring progress of late Fuji is accelerating, and the supply in the production areas is increasing. There is a polarized market, with the price of high - quality goods remaining stable and firm. Different production areas have different price ranges due to quality differences, and many merchants in Shandong are flowing to the western and Liaoning production areas [1][2] Market Analysis - Yesterday, the apple futures price rose significantly. The coloring of late Fuji in the spot production areas is accelerating, and the supply is increasing. The price of high - quality goods is stable and firm. Last week, the supply of new - season late Fuji in the western production areas increased, and the price polarization was obvious. The price of high - quality goods is strong, while the price of general - quality goods is chaotic. The Shandong production area is still waiting for coloring, and merchants are flowing to other areas. This week, the supply of late Fuji in the eastern and western regions is increasing, and the price polarization is obvious. If there is a rush to buy high - quality goods, the price will remain stable and firm, while the price of general - quality goods may fall due to increased supply [2] Strategy - The strategy for apples is neutral. It is expected that the price of high - quality apples will remain stable and firm, with obvious price polarization [3] Group 4: Summary According to the Red - Date - Related Content Market News and Important Data - Futures: The closing price of the red date 2601 contract yesterday was 11385 yuan/ton, down 35 yuan/ton or 0.31% from the previous day [4] - Spot: The price of first - grade grey dates in Hebei was 9.60 yuan/kg, unchanged from the previous day. The spot basis CJ01 was - 1785, up 35 from the previous day [4] - Market situation: The new - season red dates in the Xinjiang main production area are about to be harvested, and the harvest time may be about one week earlier than last year. Merchants from the inland areas are going to the production area for the new season. The tree - ordering in the Hotan area is coming to an end, and the orchard - ordering in the Aksu, Qiemo, and Alar areas is progressing rapidly. The new prices are not yet mainstream. The supply in the Hebei sales area has increased slightly, and downstream merchants are waiting and seeing the quality and price of the new season and making purchases as needed. It is expected that the spot price will remain stable in the short term [5][6] Market Analysis - The red date futures price showed a volatile downward trend yesterday. The new - season red dates in the Xinjiang main production area may be harvested one week earlier, and inland merchants are preparing for acquisition. The tree - ordering in Hotan is at the end, and orchard - ordering in other areas is fast. The new prices are not yet mainstream. The weather is favorable for improving the quality of red dates, which is better than last year. Last week, the trading atmosphere in the sales - area spot market was average, with downstream rigid - demand purchases as the main form. The spot price rose slightly, and the trading was a bit light. Affected by the preparation for the new season, some merchants sold their inventories to recover funds, and the inventory reduction of 36 sample points accelerated, but the overall inventory pressure still exists, and the supply - demand contradiction has not been substantially alleviated. The new - season jujube trees have the problem of over - overdraft, and a reduction in production is a normal expectation. It is estimated that the new - season yield is between 56 - 620,000 tons [7] Strategy - The strategy for red dates is neutral. If the yield and quality are lower than expected, the upward trend of red dates may continue. Otherwise, the futures price of red dates will be in a volatile pattern. The new - season red dates in the main production area have not been harvested in a concentrated manner. It is expected that the harvesting work will start after the Frost's Descent. Attention should be paid to the acquisition progress and price changes [8]
农产品日报：苹果整体好货价稳，新疆红枣购销提前-20251021
Hua Tai Qi Huo·2025-10-21 02:15