果蔬品日报：苹果整体消费疲软，红枣进入消费旺季-20260106

Report Industry Investment Rating - Apple: Neutral [4] - Red dates: Neutral [8] Core Views - Apple consumption is currently weak, with slow transactions in most apple - producing areas. The price of high - quality apples remains firm, while that of ordinary and poor - quality apples shows signs of loosening. With the upcoming Spring Festival stocking, the sales situation in the sales areas needs to be continuously tracked. The low excellent fruit rate and inventory this year have led to high prices of high - quality apples, suppressing sales in the sales areas, and low - priced substitute fruits are squeezing the sales space of apples. [3][4] - Red dates have entered the consumption peak season, but the sales speed is only moderate. The new - date acquisition in Xinjiang is almost finished, and the inventory of new and old dates is superimposed, resulting in a relatively loose overall supply. The price is in a low - level shock. Attention should be paid to the actual demand and sales speed in the lunar December consumption market, as well as the consumption release during the Spring Festival peak season. [7][8] Summary by Directory Apple Market News and Important Data - Futures: The closing price of the Apple 2605 contract yesterday was 9,547 yuan/ton, a change of +427 yuan/ton (+4.68%) from the previous day. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 4.10 yuan/jin, with no change from the previous day. The spot basis AP05 was - 1,347, a change of - 427 from the previous day. The price of Shaanxi Luochuan 70 and above semi - commercial late Fuji was 4.20 yuan/jin, with no change from the previous day. The spot basis AP05 was - 1,147, a change of - 427 from the previous day. [1] Recent Market Information - The overall market of late Fuji in storage remains stable, but the transaction of in - storage goods is slow. High - cost - performance fruit farmer goods are hard to find. In Shaanxi, the transactions of fruit farmer goods are mainly small - volume extreme - quality goods, and merchants mainly ship their self - stored goods. In Gansu, merchants purchase fruit farmer goods as needed, with stable packaging and shipping and good sales. In Shandong, the transactions are sporadic, mainly with the shipment of 75 and third - grade goods. [2] Market Analysis - Yesterday, the apple futures price opened low and closed high. Most apple - producing areas had slow trading speeds, except for Gansu where the trading was relatively stable. Merchants mainly traded their self - stored goods, and there were few transactions from fruit farmers. The festival trading atmosphere in the producing areas was insufficient. The price of high - quality apples remained firm, while that of ordinary and poor - quality apples loosened. Low - priced substitute fruits in the sales areas had an obvious impact on apples. The Spring Festival stocking may drive sales in the sales areas, so the sales areas need to be continuously monitored. [3] Strategy - Maintain a neutral view. After entering January 2026, the Spring Festival stocking season has begun. However, the low excellent fruit rate and inventory this year have led to high prices of high - quality apples, suppressing sales in the sales areas, and low - priced substitute fruits are squeezing the sales space of apples. [4] Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2605 contract yesterday was 8,955 yuan/ton, a change of - 10 yuan/ton (- 0.11%) from the previous day. - Spot: The price of first - grade grey dates in Hebei was 8.20 yuan/kg, with no change from the previous day. The spot basis CJ05 was - 755, a change of - 90 from the previous day. [5] Recent Market Information - The acquisition of grey dates in Xinjiang's producing areas has basically ended. The mainstream prices of general - quality dates in different regions vary. In the Hebei Cuierzhuang market, there were 8 trucks of goods arriving, including off - grade and finished products. Local processing plants mainly processed and shipped their own goods, and holders actively sold their goods, while downstream merchants purchased as needed. In the Guangdong Ruyifang market, 8 trucks of goods arrived, mainly from Xinjiang, with a light purchasing and selling atmosphere and general downstream purchases. [6] Market Analysis - The red date futures price fluctuated narrowly yesterday. The acquisition work in Xinjiang, the main producing area of new dates, has ended, with limited remaining goods and reduced inland arrivals. Holders are accelerating the shipment, but the sales speed has been moderate after entering the consumption peak season. The superimposed inventory of new and old dates has led to a relatively loose overall supply. Attention should be paid to the actual demand and sales speed in the lunar December consumption market. [7] Strategy - Maintain a neutral view. The new red dates are in storage, and the old inventory is superimposed, resulting in sufficient supply. Merchants mainly sell their self - purchased goods, and the sales speed in the sales areas is moderate. The price is in a low - level shock. Attention should be paid to the subsequent downstream sales atmosphere, acquisition price changes, and peak - season consumption changes. [8]