Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View - Since October, continuous rainy weather in major apple - producing areas has led to concerns about the quality and yield of early - maturing Fuji apples, causing a unilateral increase in apple futures prices, with the main contract breaking through the 9000 yuan/ton mark [1]. - The estimated output of new - season apples has been reduced to 34.23 million tons, a year - on - year decrease of 8.34%, and market concerns about the quality of stored apples are rising [1]. - Considering the general domestic consumption performance, the 01 contract is expected to face pressure above 9000 yuan/ton, and later attention should be paid to changes in purchase prices and warehousing conditions [1]. 3. Summary by Related Content - Production and Market Situation - The current period is the critical verification period for apples to be harvested and stored. The estimated output of new - season apples has been reduced to 34.23 million tons, a year - on - year decrease of 8.34% [1]. - Regional Market Conditions - In the western production areas, the transactions are nearly finished, and the warehousing market is generally stable. In the Gansu production area, the market is running smoothly with farmers storing apples in an orderly manner. In the Shaanxi production area, the transactions of high - quality and general - grade apples are basically over, with prices showing a strong trend, but the remaining inferior fruits have a large quantity and chaotic prices [1]. - In Shandong, the trading volume has increased, with high enthusiasm from purchasers and warehousing merchants, but the overall quality is slightly poor, and it is difficult to purchase high - quality apples, and prices remain stable with a slightly strong trend [1]. - Specific price information: In the Luochuan area of Shaanxi, the price of semi - commercial late - Fuji apples above 70 is 3.8 - 4.5 yuan/jin, the price of general - grade apples above 70 is 3.4 - 3.8 yuan/jin, and the mainstream order price is 3.5 - 3.8 yuan/jin. In the Jingning area of Gansu, the price of commercial apples above 70 is 5 - 6 yuan/jin, the mainstream price is 5 - 5.5 yuan/jin, the price of general - grade apples above 70 is about 4.5 yuan/jin, and the price of damaged apples is 3.5 - 4.5 yuan/jin. In the Qixia area of Shandong, the price of second - grade flaky - red bagged late - Fuji apples above 80 is about 3.50 yuan/jin, the price of second - grade striped apples above 80 is about 4.00 yuan/jin, the price of general - grade apples above 80 is about 2.80 yuan/jin, and the price of third - grade apples above 80 is about 2.00 yuan/jin [1].
市场快讯:苹果连续上涨突破9000元/吨整位数
Ge Lin Qi Huo·2025-10-28 05:44