果蔬品日报：苹果一般货源价格走弱，红枣走货速度有所加快-20260115

Group 1: Report Industry Investment Ratings - The investment rating for both the apple and红枣 industries is neutral [4][8] Group 2: Core Views of the Report - For the apple industry, although the sales space is suppressed by low - price alternative fruits, the price is relatively firm due to factors such as accelerated cold - storage outbound speed, lower excellent fruit rate, and increased acquisition price. The focus is on the actual demand during the Spring Festival [3][4] - For the红枣 industry, the supply pressure remains as new and old jujube inventories are superimposed. The traditional peak season may drive the shipment speed, and attention should be paid to the merchants' stocking progress and actual shipment speed [7][8] Group 3: Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2605 contract yesterday was 9934 yuan/ton, up 155 yuan/ton or 1.59% from the previous day [1] - 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 over 70 semi - commercial late Fuji was 4.20 yuan/jin, unchanged from the previous day [1] Recent Market Information - In the production areas, the number of merchants has increased slightly, the transaction atmosphere has improved slightly, but the volume of fruit farmers' goods is still limited, mainly low - price goods. The sales areas have slow shipment, and the sales space is squeezed by alternative fruits. It is expected that the Spring Festival stocking will increase this week, and the price of high - quality goods will remain stable [2] Market Analysis - Yesterday, the apple futures price fluctuated strongly, but the overall transaction in the production areas was light. The supply is mainly from Gansu and Liaoning, and the prices of medium - and low - grade goods are loose. The cold - storage inventory is at a low level, and the de - stocking speed has accelerated last week [3] Strategy - Neutral. The cold - storage outbound speed has accelerated this week, and although the sales space is suppressed, the price is firm. Attention should be paid to the actual Spring Festival demand [4] Red Dates Market News and Important Data - Futures: The closing price of the red dates 2605 contract yesterday was 9130 yuan/ton, up 70 yuan/ton or 0.77% from the previous day [6] - Spot: The price of first - grade gray dates in Hebei was 8.20 yuan/kg, unchanged from the previous day [6] Recent Market Information - The acquisition in Xinjiang production areas has basically ended, and the prices are stable. In the Hebei and Guangdong markets, the shipment has improved, and the downstream purchase enthusiasm has increased [6] Market Analysis - Yesterday, the red dates futures price fluctuated upward. The acquisition has ended, and the market focus has shifted to consumption. The new and old jujubes are circulating, and the supply pressure is obvious. The traditional peak season may bring a shipment peak, and attention should be paid to the actual shipment speed and channel de - stocking [7] Strategy - Neutral. The acquisition in the production areas has basically ended. Although the 2025 production season output has decreased, the inventory is sufficient. The traditional peak season may drive the shipment speed, and attention should be paid to the stocking progress and actual shipment speed [8]