晚富士市场成交不佳，红枣低价货源涌入销区

Group 1: Report Industry Investment Ratings - Apple: The strategy for apples is oscillating on the strong side [4] - Red dates: The strategy for red dates is neutral [9] Group 2: Core Views of the Report - Apple: The current spot market for late Fuji and stored Fuji apples has overall dull trading. The market is in a short - term off - season, and prices are expected to remain stable. With the upcoming Christmas and New Year's Day holiday stocking, prices are expected to be stable and slightly stronger due to the tight supply of high - quality goods and peak - season demand [3][4] - Red dates: The red date market is in a "new - old season transition" period. The acquisition in Xinjiang is over half - completed with weakening prices. The spot market in the sales areas has weakening prices, and there is a large inventory pressure. The market's future expectation is pessimistic [8] Group 3: Summaries According to Related Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract yesterday was 9,526 yuan/ton, up 76 yuan/ton or 0.80% 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 - commercial late Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1] Recent Market Information - The inventory trading of late Fuji apples is dull, with overall demand - based shipments. In the western production areas, there is sporadic sourcing by merchants, mainly for farmers' two - grade goods, and the transactions are limited. In Shandong, there is sporadic outbound shipment, mainly for small fruits through foreign trade channels. The prices in each production area are clearly in a certain range [2] Market Analysis - The apple futures price rose slightly yesterday. The spot market trading is dull, and the shipment progress in the production areas slowed down last week. The merchants' ordering enthusiasm decreased. The citrus fruits have an obvious impact on the medium - and low - grade apple supplies. The market is expected to be in an off - season in the short term, with stable prices [3] Strategy - The price is expected to be oscillating on the strong side. The quality issue will be the key factor affecting the long - term apple market trend. In the short - and medium - term, with the upcoming holiday stocking, the price is expected to be stable and slightly stronger [4] Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract yesterday was 9,055 yuan/ton, up 30 yuan/ton or 0.33% from the previous day [5] - Spot: The price of first - grade grey dates in Hebei was 8.60 yuan/kg, down 0.10 yuan/kg from the previous day [5] Recent Market Information - The acquisition of grey dates in Xinjiang is over half - completed, and the prices are trending weakly. The acquisition progress in Aksu and Alar is relatively fast. In the sales areas, the prices in both Hebei and Guangdong are trending weakly [6][7] Market Analysis - The red date futures price closed up in oscillation yesterday. The acquisition in Xinjiang is over half - completed with weakening prices and general enterprise enthusiasm. In the sales areas, the transaction prices are weakening. The new - season production is expected to decrease, but the extent is undetermined. The inventory pressure is large, and the supply - demand contradiction is not substantially alleviated [8] Strategy - The strategy is neutral. If the terminal market can accept and digest the high - priced new - season spot goods, the futures price may move towards the new - season spot price. Otherwise, the new - season spot price may continue to decline. The near - month contract may have a certain downward space [9]