农产品日报：苹果多产区交易收尾，如意坊红枣新货遇冷-20251105

1. Report Industry Investment Rating - Both apple and红枣 investment ratings are neutral [4][8] 2. Core Viewpoints - Apple market: The apple futures price dropped significantly yesterday. The market is in the late stage of transaction, and the prices show a clear polarization. The new - season late - Fuji has a low commodity rate this year, and the warehousing work is slow. It is expected that the warehousing volume will be lower than last year due to continuous rainfall [1][3][4] - Red date market: The red date futures price also dropped significantly yesterday. The spot prices in different production areas vary. The procurement in the sales areas is mainly on - demand. The market game intensifies as the red dates are about to be harvested. Attention should be paid to the changes in purchase prices and actual production [5][7][8] 3. Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2601 contract yesterday was 8861 yuan/ton, a change of - 243 yuan/ton from the previous day, a decrease of 2.67%. - 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 over 70 semi - commodity late - Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1] Recent Market Information - The warehousing work in late - Fuji production areas continues. In Shandong, the price of general goods is slightly weak, while the price of high - quality goods remains stable. In Gansu, the warehousing work is coming to an end, and in Shaanxi, it is gradually carried out. The overall market shows a polarization, and attention should be paid to the warehousing volume and structure [2] Market Analysis - The apple futures price dropped significantly yesterday. The warehousing progress varies in different production areas. The price polarization is obvious, with high - quality goods having stable prices and poor - quality goods having chaotic prices. The warehousing work in the western region is slow, and the rhythm in Shandong is also slow [3] Strategy - Neutral. After entering November, due to continuous rainfall, the warehousing volume of new - season Fuji is expected to be lower than last year [4] Red Date Market News and Important Data - Futures: The closing price of the red date 2601 contract yesterday was 9695 yuan/ton, a change of - 585 yuan/ton from the previous day, a decrease of 5.69%. - Spot: The price of first - grade grey jujubes in Hebei was 9.20 yuan/kg, a decrease of 0.20 yuan/kg from the previous day [5] Recent Market Information - The mainstream prices of red dates in different production areas vary. In some areas, the raw material procurement is almost over. In the Hebei market, the new - season red dates are in limited supply, and the downstream customers purchase on - demand. It is expected that the spot price will fluctuate slightly in the short term [6] Market Analysis - The red date futures price dropped significantly yesterday. The spot prices in different production areas vary. The procurement in the sales areas is mainly on - demand. The purchase enthusiasm of merchants in Xinjiang has decreased significantly, and the price in the Hebei market has dropped slightly [7] Strategy - Neutral. As the red dates are about to be harvested, the futures price has dropped significantly, and the market game has intensified. Attention should be paid to the changes in purchase prices and actual production [8]