果蔬品日报：苹果产区客商增多，红枣库存仍处高位-20251231

1. Report Industry Investment Rating - The investment rating for both the apple and红枣 industries is neutral [4][8] 2. Core Views of the Report - The apple market is in a supply - demand game. Current inventory quantity and quality are generally lower than in previous periods. High - quality fruit prices are high, while prices of lower - quality goods are showing signs of weakness. Terminal consumption is average, and the impact of low - price substitute fruits is increasing [3][4]. - The红枣 market has completed most of its new - date acquisitions. Although production has decreased compared to the previous season, the inventory is high due to the combination of old and new stocks. During the peak consumption season, the market is under pressure from inventory, and the market focuses on peak - season consumption [7][8]. 3. Summary by Related Catalogs Apple Market Market News and Important Data - Futures: The closing price of the apple 2605 contract yesterday was 9200 yuan/ton, up 37 yuan/ton or 0.40% from the previous day [1]. - Spot: The price of 80 first - and second - grade late Fuji in Shandong Qixia was 4.10 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late Fuji in Shaanxi Luochuan was 4.20 yuan/jin, also unchanged from the previous day [1]. Recent Market Information - The mainstream trading of late Fuji in the warehouse is stable, but the overall trading atmosphere is average. Fruit farmers' sales are limited. Different regions have different trading situations, with some seeing more inquiries but limited actual transactions [2]. Market Analysis - The apple futures price fluctuated slightly higher yesterday. Cold - storage shipments increased but were still lower than in previous years. Although the festival has improved sales, there is still inventory pressure, and the impact of low - price substitute fruits is significant [3]. Strategy - A neutral strategy is recommended. The market is in a supply - demand game, with high - quality fruit prices high and low - quality fruit prices weakening, and terminal consumption is average [4]. Red Date Market Market News and Important Data - Futures: The closing price of the red date 2605 contract yesterday was 9020 yuan/ton, up 50 yuan/ton or 0.56% from the previous day [5]. - Spot: The price of first - grade grey dates in Hebei was 8.30 yuan/kg, unchanged from the previous day [5]. Recent Market Information - The acquisition of grey dates in Xinjiang is nearing completion, with limited remaining inventory. Different regions have different price ranges. In the sales areas, the market situation varies, with some areas having more arrivals and some having less [6]. Market Analysis - The red date futures price fluctuated higher yesterday. The acquisition of new dates is almost complete, and the inventory is high. Although it is the peak consumption season, the market is under pressure from inventory, and the sales areas are stable [7]. Strategy - A neutral strategy is recommended. Although production has decreased, the inventory is high, and the market is under pressure from inventory during the peak consumption season [8].