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农产品日报:洛川果农统货价格走高,崔尔庄红枣价格趋弱-20251113
Hua Tai Qi Huo·2025-11-13 02:14

Group 1: Apple Report Industry Investment Rating - Neutral to bullish [4] Core View - The price of high - quality apples is expected to remain stable and firm, and attention should be paid to the total amount and structure of apple storage this week. The commodity rate of apples this year is low, and the storage volume is lower than the same period last year [3][4] Summary by Directory - Market News and Important Data: The closing price of Apple 2601 contract yesterday was 9,207 yuan/ton, a change of - 22 yuan/ton from the previous day, a decrease of 0.24%. The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.75 yuan/jin, with no change from the previous day. The price of Shaanxi Luochuan 70 semi - commodity late Fuji was 4.15 yuan/jin, with no change from the previous day [1] - Recent Market Information: The ground trading of late Fuji in the producing areas is coming to an end, and the western producing areas are gradually shifting to in - warehouse trading. The出库 price of the same quality is firmer than that during the purchase period. It is expected that the price of high - quality goods will remain stable and firm in the short term, and the price of general goods will remain stable. The peak of storage this week may occur [2] - Market Analysis: The apple futures price fell slightly yesterday. As the storage enters the later stage, the price of high - quality goods is expected to remain stable and firm. The trading atmosphere in the sales areas is still light, and the demand side is under pressure. The overall出库 price of farmers' goods is about 0.3 yuan higher than that on the ground [3] - Strategy: Neutral to bullish. The supply of late Fuji has increased, but the commodity rate this year is low. The storage volume is lower than the same period last year [4] Group 2: Red Dates Report Industry Investment Rating - Neutral [8] Core View - The recent decline of red date futures is obvious, and the market game has increased. The market expectation is relatively pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [7][8] Summary by Directory - Market News and Important Data: The closing price of Red Dates 2601 contract yesterday was 9,365 yuan/ton, a change of - 130 yuan/ton from the previous day, a decrease of 1.37%. The spot price of first - grade grey jujubes in Hebei was 9.00 yuan/kg, with no change from the previous day [5] - Recent Market Information: The purchase progress in Aksu and Alar regions has accelerated, and the price has slightly loosened. The purchase enthusiasm of enterprises is average. The new - season finished products in Hebei and Guangdong markets have been listed, with a small price adjustment. The purchase enthusiasm of downstream merchants is general [6] - Market Analysis: The red date futures price continued to decline yesterday. The raw material purchase in the producing areas is based on quality, and the purchase enthusiasm of enterprises is average. The inventory pressure is large, and the supply - demand contradiction has not been substantially alleviated. The quality of jujubes is better than that of the same period last year. The actual consumption situation in the consumption end will become another focus [7] - Strategy: Neutral. The red date futures have declined significantly recently, and the market expectation is pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [8]