农产品日报：苹果产区统货价乱，红枣市场供需僵持-20251023

Group 1: Report Industry Investment Rating - The investment rating for both apples and dates is neutral [4][8] Group 2: Core Views of the Report - The apple market shows a significant differentiation pattern of "high - quality goods with firm prices and common goods with chaotic prices". The price of high - quality late - Fuji apples is expected to remain stable and firm, while the price of common - quality apples may decline. The acquisition period may be shortened due to weather conditions [3][4] - The date market presents a situation of "active production areas and cautious sales areas". The inventory pressure still exists, and the new - season date production is estimated to be between 56 - 62 million tons. If the production and quality are lower than expected, the upward trend may continue; otherwise, the futures price will be in a shock pattern [7][8] Group 3: Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2601 contract yesterday was 8,794 yuan/ton, a change of - 56 yuan/ton or - 0.63% from the previous day. Spot: The price of 80 first - and second - grade late - Fuji in Shandong Qixia was 3.75 yuan/jin, unchanged from the previous day; the price of 70 semi - commercial late - Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day. The spot basis AP01 - 1294 in Qixia and AP01 - 494 in Luochuan both increased by 56 compared to the previous day [1] Market Analysis - The apple futures price declined slightly yesterday, while the spot market was generally stable and firm. The acquisition of high - quality goods in Shaanxi and Gansu is in the later stage and being warehoused. In Shandong, although the trading volume has increased, the fruit quality is average, leading to cautious acquisition by merchants. The price of high - quality goods is expected to remain stable and firm, while the price of common - quality goods may decline with the increase in supply [3] Strategy - Maintain a neutral stance. The late - Fuji apples are sporadically on the market. Affected by the weather, it is difficult to organize a large amount of red apples, and the acquisition period may be shortened. It is expected that the price of high - quality goods will be stable and firm, with obvious price differentiation [4] Date Market News and Important Data - Futures: The closing price of the date 2601 contract yesterday was 11,265 yuan/ton, a change of - 115 yuan/ton or - 1.01% from the previous day. Spot: The price of first - grade gray dates in Hebei was 9.60 yuan/kg, unchanged from the previous day. The spot basis CJ01 - 1665 increased by 115 compared to the previous day [5] Market Analysis - The date futures price showed a downward trend yesterday. The spot market presented a pattern of "active production areas and cautious sales areas". The picking process in Xinjiang has accelerated, while the arrival volume in major sales areas such as Hebei and Guangdong is limited. The inventory pressure still exists, and the new - season production is estimated to be between 56 - 62 million tons. The date quality is better than that of the same period last year [7] Strategy - Maintain a neutral stance. If the production and quality are lower than expected, the upward trend of dates may continue; otherwise, the futures price will be in a shock pattern. The large - scale picking of new - season dates in the main production areas has not started yet, and it is expected to begin after the Frost's Descent. Attention should be paid to the acquisition progress and price changes [8]