农产品日报：晚富士产区价格分明，各地红枣以质论价-20251118

Group 1: Investment Ratings - Apple strategy: Neutral to bullish [4] - Red date strategy: Neutral to bearish [8] Group 2: Core Views - Apple: The price of high - quality apples is expected to remain stable and firm in the short term, and the price of ordinary goods will remain stable. The market should focus on the inventory volume in Shandong and Shanxi and the shipping speed in the western region [2][3] - Red dates: The new red dates are expected to be listed intensively, and the inventory pressure is high. The future market trend depends on the actual consumption at the consumer end [7] Group 3: Market News and Important Data Apple - Futures: The closing price of Apple 2601 contract was 9438 yuan/ton, a change of - 132 yuan/ton or - 1.38% 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 more than 70 semi - commodity late Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1] Red dates - Futures: The closing price of Red date 2601 contract was 9270 yuan/ton, a change of + 80 yuan/ton or + 0.87% from the previous day [5] - Spot: The price of first - grade grey jujubes in Hebei was 8.90 yuan/kg, unchanged from the previous day [5] Group 4: Recent Market Information Apple - Western出库 work continues, with more buyers in western warehouses. Ground transactions are ending, mainly in Shanxi paper - wrapped film area and western towns of Shandong Qixia. The quality of ground goods is declining, and fruit farmers are selling at market prices [2] - The price of high - quality apples in the west is expected to remain stable and firm, and the price of ordinary goods will remain stable [2] Red dates - The acquisition progress in Xinjiang is uneven. The acquisition in Ruoqiang, Hetian and Qiemo is basically over, while that in Aksu and Alar is accelerating. The market adheres to the principle of pricing by quality [6] - The spot price in the sales area is expected to remain weak and stable in the short term [6] Group 5: Market Analysis Apple - The futures price showed a downward trend yesterday. The western出库 work is advancing, and the warehouse transactions in Gansu and Shaanxi are active. The ground transactions are ending, and the inventory volume is lower than last year [3] - The sales area is in the off - season, and the sales space of apples is squeezed by citrus [3] Red dates - The futures price rose slightly yesterday. The acquisition progress in the main production areas is uneven, and the enterprises' acquisition enthusiasm is average [7] - The acquisition enthusiasm in the sales area has weakened, and the inventory is accumulating. The quality of new dates is better than last year [7] Group 6: Charts - There are multiple charts related to apple and red date prices, futures contracts, yields, consumption, inventory, and shipment volume, with data sources from Steel Union and Huatai Futures Research Institute [10]