Group 1: Report Information - The report is an agricultural product daily report on apples, dated October 22, 2024, prepared by researcher Liu Qiannan [2] Group 2: Market Information - The Fuji apple price index was 107.18, down 0.43 from the previous trading day; the 6 - fruit average wholesale price was 6.99, down 0.09 [3] - Among spot prices, the price of Luochuan semi - commercial paper - bagged 70 remained stable at 3.85, and the price of Yiyuan paper - bagged 70 was 2.30, unchanged [3] - For futures prices, AP01 was 8794, down 26 from the previous close; AP05 was 9307, down 2; AP10 was 9499, up 122 [3] Group 3: Market News - As of September 25, 2025, the national main - producing area apple cold - storage inventory was 14.79 tons, a decrease of 6.02 tons from the previous week [6] - In August 2025, the export volume of fresh apples was about 6.84 tons, a 27.6% increase from the previous month and a 17.6% decrease year - on - year. The cumulative export volume from January to August 2025 was about 53.27 tons, a 7.7% decrease year - on - year [6] - In August 2025, the import volume of fresh apples was 1.18 tons, a 33.3% decrease from the previous month and a 15.3% decrease year - on - year. The cumulative import volume from January to August 2025 was 9.84 tons, a 22% increase year - on - year [6] - The transaction price of apples in the origin was stable. In Shandong, most were traded as general goods, with high - quality goods having high prices and less transactions. In the northwest, it was in the ordering, harvesting, and loading stage, with most high - quality goods already ordered [7] - The profit of storage merchants for Qixia 80 first - and second - grade apples in the 2024 - 2025 production season was 0.4 yuan per catty, a decrease of 0.1 yuan per catty from the previous week [8] - In Shandong Yantai Qixia, the price of new - season paper - bagged Fuji 80 and above first - and second - grade apples was 3.5 - 4.0 yuan per catty, with individual cold - storage high - price acquisitions at 4.2 yuan per catty. In Shaanxi Yan'an Luochuan, the ordering price of 70 and above semi - commercial apples was stable, with a mainstream transaction price of 3.5 - 4.0 yuan per catty [8] Group 4: Trading Logic - In some areas of Shaanxi this year, the fruit diameter was small, and there were water - crack problems due to continuous rainfall. The high - quality fruit rate of late - maturing Fuji was expected to be low, and the opening price was high, so the futures price was expected to be slightly stronger in the short term [9] Group 5: Trading Strategy - Unilateral: The apple market is expected to be slightly stronger in the short term due to the expected low high - quality fruit rate [10] - Arbitrage: It is recommended to wait and see [10] - Options: It is recommended to wait and see [10] Group 6: Related Attachments - The report includes 10 related figures, such as the price of Qixia first - and second - grade paper - bagged 80 apples, the price of Luochuan semi - commercial paper - bagged 70 apples, and the national cold - storage apple inventory [14][20][30]
银河期货苹果日报-20251022
Yin He Qi Huo·2025-10-22 09:50