果蔬品日报:苹果销区走货平淡,红枣供应压力依旧存在-20260114
Hua Tai Qi Huo·2026-01-14 03:10

Group 1: Report Industry Investment Ratings - Investment rating for both apple and红枣 is neutral [4][7] Group 2: Core Views - Apple market: Although the Spring Festival stocking has started and the trading atmosphere in production areas has slightly improved, the trading volume of farmers' goods is still limited. The sales in the distribution areas are slow, and the apple sales space is squeezed by low - price fruits. The cold - storage inventory is at a low level, and the low excellent - fruit rate supports the price [2][3] -红枣 market: The new - season acquisition of Xinjiang grey jujubes is basically over, and the supply pressure is gradually emerging. The traditional lunar December approaching may bring a peak in the market, but the supply pressure remains due to the superposition of new and old jujube inventories [6] Group 3: Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2605 contract yesterday was 9779 yuan/ton, up 149 yuan/ton or 1.55% from the previous day. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 4.10 yuan/jin, unchanged from the previous day; the price of Shaanxi Luochuan 70 and above semi - commercial late Fuji was 4.20 yuan/jin, unchanged from the previous day. The spot basis AP05 - 1579 and AP05 - 1379 decreased by 149 respectively [1] Market Analysis - Yesterday, the apple futures price rose after a high - level retreat. The overall trading atmosphere in the main production areas was still light. The procurement and packaging were mainly in Gansu and Liaoning. The market showed that high - quality fruits had stable prices, while the prices of ordinary goods were loose. The cold - storage inventory was at a low level, and the destocking speed accelerated last week [3] Strategy - The strategy for the apple market is neutral [4] 红枣 Market News and Important Data - Futures: The closing price of the红枣 2605 contract yesterday was 9060 yuan/ton, down 100 yuan/ton or 1.09% from the previous day. - Spot: The price of first - grade grey jujubes in Hebei was 8.20 yuan/kg, unchanged from the previous day. The spot basis CJ05 - 860 increased by 100 [4] Market Analysis - The jujube futures price fluctuated and closed down yesterday. The acquisition of Xinjiang grey jujubes is basically over, and the supply pressure is emerging. The approaching of the traditional lunar December may bring a peak in the market, but the supply pressure remains due to the superposition of new and old jujube inventories [6] Strategy - The strategy for the红枣 market is neutral [7]