农产品日报：苹果产区行情分化，红枣新旧货源价差显著-20251030

Report Industry Investment Rating - The investment rating for apples is neutral. It is expected that the price of high - quality apples will remain stable and firm, with a significant polarization [4]. - The investment rating for red dates is also neutral. If the yield and quality are lower than expected, the upward trend may continue; otherwise, it will be in a volatile pattern. Attention should be paid to the acquisition progress and price changes [8]. Core Viewpoints - For apples, the current late - Fuji trading in the production areas is active, but the commodity rate this year is low. The price of high - quality goods is supported, while the general goods have a chaotic price. The sales area has weak demand, and after the Frost's Descent, attention should be paid to the storage volume and the sales of medium - and low - grade goods [3][4]. - For red dates, the raw material acquisition in Xinjiang is nearly finished, with obvious price differences based on quality. The new goods in the Hebei sales area are on the market in small quantities, and the downstream purchases cautiously. The short - term spot price is expected to fluctuate slightly. The new - season yield is expected to be between 56 - 62 tons, and the quality is better than last year [7]. Summary by Catalog Market News and Important Data Apples - Futures: The closing price of the apple 2601 contract yesterday was 9198 yuan/ton, a change of - 40 yuan/ton from the previous day, a decrease of 0.43% [1]. - Spot: The price of Shandong Qixia 80 first - and second - grade late - Fuji was 3.75 yuan/jin, unchanged 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 [1]. Red Dates - Futures: The closing price of the red date 2601 contract yesterday was 10495 yuan/ton, a change of + 50 yuan/ton from the previous day, an increase of 0.48% [5]. - Spot: The price of first - grade grey dates in Hebei was 9.60 yuan/kg, unchanged from the previous day [5]. Recent Market Information Apples - The overall market of late - Fuji in production areas is stable with a slightly upward trend, and the storage work is in progress. In Shandong, the trading volume is increasing, the price of high - quality goods is stable and firm, and it is a bit difficult for merchants to purchase high - quality goods. In Gansu, the market is stable, and the merchant storage is in the later stage. In Shaanxi, the ordering of high - quality goods is in the middle - later stage, and the price of general goods is chaotic [2]. Red Dates - The acquisition of raw materials in Xinjiang is nearly finished, with prices determined by quality. New goods in the Hebei sales area are on the market in small quantities, and downstream merchants purchase according to demand. The short - term spot price is expected to fluctuate slightly [6]. Market Analysis Apples - The apple futures price declined slightly yesterday. The late - Fuji trading in production areas is active, but the futures market is weak. The price of high - quality goods is supported, while the general goods have a chaotic price. The sales area has weak demand. After the Frost's Descent, the acquisition time is tight, and attention should be paid to the storage volume and the sales of medium - and low - grade goods [3]. Red Dates - The red date futures price increased slightly yesterday. The raw material acquisition in Xinjiang is nearly finished, with obvious price differences based on quality. The new goods in the Hebei sales area are on the market in small quantities, and the downstream purchases cautiously. The new - season yield is expected to be between 56 - 62 tons, and the quality is better than last year [7]. Strategy Apples - Neutral. The supply of late - Fuji will increase this week, but the commodity rate is low. The price of high - quality goods is expected to be stable and firm, with a significant polarization [4]. Red Dates - Neutral. If the yield and quality are lower than expected, the upward trend may continue; otherwise, it will be in a volatile pattern. Attention should be paid to the acquisition progress and price changes [8].