农产品日报：静宁富士价格偏高，新疆红枣进度远超常规-20251024

1. Report Industry Investment Rating - The investment strategy for apples is neutral [4]. - The investment strategy for red dates is also neutral [8]. 2. Core Views of the Report - For apples, 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 ordinary apples [4]. - For red dates, 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 face a situation of limited upward movement and sufficient downward support, showing a volatile pattern. The new - season red dates in the main producing areas have not been harvested in large quantities, and it's expected that the harvesting work will start after the Frost's Descent [8]. 3. Summary by Related Catalogs Apple Market News and Key Data - Futures: The closing price of the apple 2601 contract yesterday was 8,830 yuan/ton, up 36 yuan/ton or 0.41% from the previous day [1]. - 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 and above semi - commercial late Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day. The spot basis of AP01 was - 1330 in Qixia and - 530 in Luochuan, down 36 from the previous day [1]. Market Information - The trading volume of late Fuji in production areas continues to increase, and the market remains stable and firm. In Shandong, trading has increased slightly, but the proportion of harvested apples is still low. In Gansu, the overall market is stable, and the harvesting progress is fast, with merchants mainly storing apples in warehouses. In Shaanxi, the ordering of high - quality goods is in the middle - late stage, and the price of ordinary goods is chaotic. The price of high - quality apples is expected to remain stable and firm in the short term, while the price of ordinary - quality apples may weaken slightly [2]. Market Analysis - Yesterday, the apple futures price closed slightly higher, and the national apple spot market continued to be stable and firm, with increasing trading volume. The market is characterized by a price gap between high - quality and ordinary apples. The price of high - quality apples is expected to remain stable and firm, while the price of ordinary apples may decline due to increased supply. The game between merchants' purchasing mentality and farmers' selling mentality should be closely monitored [3]. Strategy - The strategy is neutral. It's expected that the price of high - quality apples will remain stable and firm, with a significant price gap between high - quality and ordinary apples [4]. Red Dates Market News and Key Data - Futures: The closing price of the red date 2601 contract yesterday was 11,165 yuan/ton, down 100 yuan/ton or 0.89% from the previous day [5]. - Spot: The price of first - grade grey dates in Hebei was 9.60 yuan/kg, unchanged from the previous day. The spot basis of CJ01 was - 1565, up 100 from the previous day [5]. Market Information - In Xinjiang, the orchard - ordering process in main grey - date producing areas is fast, and the harvesting time is slightly earlier than last year. The mainstream price is 6.50 - 8.00 yuan/kg. In Hebei and Guangdong markets, the price is stable or slightly weak. It's expected that the spot price will remain stable in the short term [6]. Market Analysis - The red date futures price showed a volatile downward trend yesterday. The harvesting and orchard - ordering process in Xinjiang is fast, with the characteristic of "high - quality goods at high prices". The inventory in the sales areas is still under pressure, and the new - season yield is expected to be 56 - 62 tons. The quality of red dates is better than last year [7]. Strategy - The strategy is neutral. If the yield and quality are lower than expected, the upward trend of red dates may continue. Otherwise, the futures price will show a volatile pattern. The harvesting progress and price changes after the Frost's Descent should be monitored [8].