农产品日报：洛川晚富士入库不快，新疆红枣买方积极性减弱-20251031

Report Investment Ratings - Apple: Neutral to bullish [5] - Red dates: Neutral [9] Core Views - The apple market shows a significant price divergence between high - quality and ordinary goods due to a low commodity rate this year. High - quality apples are expected to maintain stable and firm prices, while the overall market remains polarized [4][5]. - The red date market is in a critical transition period before the new - season red dates are harvested. The futures price has dropped significantly, and the market game has intensified. Attention should be paid to the acquisition progress and price changes [8][9]. Summary by Directory Apple Market News and Key Data - Futures: The closing price of the apple 2601 contract was 9,268 yuan/ton yesterday, up 70 yuan/ton or 0.76% from the previous day. - Spot: The price of 80 first - and second - grade late Fuji in Qixia, Shandong was 3.75 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late Fuji in Luochuan, Shaanxi was 4.15 yuan/jin, unchanged from the previous day [2]. Recent Market Information - The quality of late Fuji in production areas is polarized. High - quality goods maintain stable and firm prices. The transaction volume in Shandong continues to increase, but it is still difficult for merchants to purchase high - quality goods. In Gansu, the overall market is stable, and the merchant warehousing is in the later stage. In Shaanxi, the ordering of high - quality goods is in the middle - later stage, and the price of ordinary goods is chaotic [3]. Market Analysis - Yesterday, the apple futures price rose slightly. The national apple spot market continues to feature "quality determines price". The price trends of different regions and qualities are further differentiated. The acquisition of high - quality goods by merchants is active, while that of ordinary goods is relatively cautious. The warehousing work in the western region is gradually carried out, and the volume of new - season late Fuji in Shandong is gradually increasing, but the overall progress is slow [4]. Strategy - Neutral to bullish. The volume of late Fuji will increase this week, but the commodity rate is low this year. Merchants are cautious about ordering ordinary goods, and the warehousing work progresses slowly. It is expected that the price of high - quality goods will remain stable and firm, with significant polarization [5]. Red Dates Market News and Key Data - Futures: The closing price of the red date 2601 contract was 10,225 yuan/ton yesterday, down 270 yuan/ton or 2.57% from the previous day. - Spot: The price of first - grade grey dates in Hebei was 9.50 yuan/kg, down 0.10 yuan/kg from the previous day [6]. Recent Market Information - The purchase of raw materials in production areas follows the principle of high - quality goods at high prices. The purchase in Hotan and Qiemo areas is coming to an end. The quality of goods in the market is uneven, and the price difference between new and old goods is large. The current market transaction is mainly for old goods. It is expected that the spot price will fluctuate slightly and stably in the short term [7]. Market Analysis - The red date futures price dropped significantly yesterday. The spot market is in a critical transition period before the new - season red dates are harvested. The acquisition in production areas has become cautious due to the futures price drop. The market is in a pattern of co - existence of new and old goods with price differentiation. The new - season jujube trees have over - exhausted problems, and a production reduction is a normal expectation. The quality of jujubes is better than that of the same period last year [8]. Strategy - Neutral. The red date futures price has dropped significantly recently, and the market game has intensified. The new - season red dates in the main production areas have not been harvested in large quantities. Attention should be paid to the acquisition progress and price changes [9].