农产品日报：山西晚富士交易好转，阿克苏红枣质量一般-20251111

Report Industry Investment Ratings - Apple: Neutral to bullish [4] - Red dates: Neutral [8] Core Views - Apple: The price of apples in the futures market rose yesterday, with the main producing areas' ground transactions gradually ending. The prices of high - quality apples remained stable and firm, showing a two - tiered differentiation. The warehousing volume is lower than the same period last year, and the commodity rate is low this year [1][3][4]. - Red dates: The futures price of red dates fell slightly yesterday. The prices in the main producing areas and sales areas were generally stable with a slight decline. The new red dates in the sales areas were less accepted, and the inventory pressure was high. The consumption situation in the peak season will be a key factor affecting the market [5][7]. Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract yesterday was 9159 yuan/ton, up 119 yuan/ton or 1.32% 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 over 70 semi - commodity late Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1]. Recent Market Information - Ground transactions in late Fuji producing areas are gradually ending. The transaction of paper - wrapped film apples in Shanxi has slightly improved. In Shandong, transactions are concentrated in Qixia and Zhaoyuan, and the transaction in Penglai is ending. Small fruits are actively purchased, and fruit farmers sell at market prices. The fruit farmers' goods are still being warehoused in large quantities. In Shaanxi, the warehousing work is approaching the end, and some fruit farmers' goods in the western producing areas are being transferred out of storage [2]. Market Analysis - Yesterday, the apple futures price showed an upward trend. The ground transactions in the main producing areas are gradually ending. Shandong and Shanxi are still warehousing in large quantities, while Shaanxi is almost finished. The sales area's trading atmosphere is still weak, and the demand is under pressure. The overall出库 price of fruit farmers' goods in Shaanxi and Gansu is about 0.3 yuan higher than the ground price [3]. Strategy - The strategy is neutral to bullish. Although the volume of late Fuji has increased, the commodity rate this year is low, and merchants are cautious about ordering general - quality goods. The warehousing volume is lower than the same period last year [4]. Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract yesterday was 9585 yuan/ton, down 5 yuan/ton or 0.05% from the previous day [5]. - Spot: The price of first - grade gray dates in Hebei was 9.00 yuan/kg, unchanged from the previous day [5]. Recent Market Information - The mainstream prices of general - grade red dates in different producing areas vary. The harvest progress in the producing areas is about 40%. Sellers' price - holding sentiment has weakened, and merchants' purchasing enthusiasm has increased. In the sales areas, new goods are less accepted, and the prices are weakly stable [6]. Market Analysis - The red dates futures price fell slightly yesterday. The prices in the main producing areas and sales areas are generally stable with a slight decline. The harvest progress in the producing areas is advancing, and the inventory pressure is high. The consumption situation in the peak season will be a key factor affecting the market [7]. Strategy - The strategy is neutral. Recently, the red dates futures price has fallen significantly, and market competition has increased. The new red dates in the main producing areas have not been harvested in large quantities. Attention should be paid to changes in purchase prices, fruit quality, and peak - season consumption [8].