果蔬品日报：苹果询价增多但成交一般，红枣关注旺季表现-20260109

Group 1: Report Title and Overview - The report is titled "Fruit and Vegetable Daily | 2026-01-09", focusing on apples and red dates [1] Group 2: Apple Analysis Market News and Key Data - Apple 2605 contract closed at 9,531 yuan/ton yesterday, down 52 yuan/ton (-0.54%) from the previous day. Shandong Qixia 80 first and second - grade late Fuji was 4.10 yuan/jin, unchanged; Shaanxi Luochuan 70 above semi - commodity late Fuji was 4.20 yuan/jin, unchanged. The spot basis AP05 was - 1331 and - 1131 respectively, up 52 from the previous day [2] Recent Market Information - In production areas, the overall transaction of late Fuji in the warehouse is limited. Gansu has good shipment, while Shaanxi and Shandong have sporadic Spring Festival gift box packaging, with transactions mainly on low - price goods. The destocking pressure of general - quality fruit farmers' goods remains. The terminal is affected by competing fruits, and demand is weak. Short - term transactions are expected to be flat, with mainstream prices stable. After the Spring Festival stocking starts, the market may diverge [3] Market Analysis - Yesterday, the apple futures price fluctuated and closed down. Transaction speeds vary by region, with Gansu attracting more customers. Inquiry customers increase, but transactions don't improve significantly. Merchants mainly trade in - stock goods. The prices of general and poor - quality apples are loose. Low - price alternative fruits in the sales area suppress apple sales. The 2025 high - quality fruit rate was poor, and cold - storage inventory is lower than usual. There are structural contradictions. The price of high - quality apples is firm, while that of poor - quality apples is loose. The cold - storage destocking speed is slower than in previous years [4] Strategy - Neutral. In January 2026, Spring Festival stocking starts, but the low high - quality fruit rate and inventory lead to high prices of high - quality apples, suppressing sales in the sales area. Low - price alternative fruits also squeeze the sales space [5] Group 3: Red Date Analysis Market News and Key Data - Red date 2605 contract closed at 9,075 yuan/ton yesterday, down 75 yuan/ton (-0.82%) from the previous day. Hebei first - grade gray jujube spot price was 8.20 yuan/kg, unchanged. The spot basis CJ05 was - 875, up 75 from the previous day [6][7] Recent Market Information - The acquisition of gray jujubes in Xinjiang production areas is almost finished. The mainstream prices vary by region. In the Hebei market, the arrival of sub - standard goods is about 10 trucks, and the finished products are few. The market price is stable, and downstream customers purchase as needed. In the Guangdong market, the arrival is 2 trucks, and the price is stable [7] Market Analysis - Red date futures prices fluctuated downward yesterday. The acquisition in production areas is ending, and prices are stable. The supply is loose due to the overlap of new and old jujubes. The arrival speed in the sales area is accelerating, and the trading atmosphere is good. The inventory pressure is large due to the overlap of two seasons. In the medium - to - long - term, the market depends on the Spring Festival consumption. If demand improves, prices may rise slightly; otherwise, they may weaken [8] Strategy - Neutral [9]