果蔬品日报：苹果产销走货不快，红枣消费未见好转-20260120

Group 1: Investment Ratings - The investment strategy for both apples and red dates is neutral [4][8] Group 2: Core Opinions - Apple market: The overall trading of apples is slow, with a weak demand and a long - term impact from substitute fruits. Attention should be paid to the actual consumption during the Spring Festival stocking. The price shows a polarization trend, with high - quality fruits having price support and low - quality fruits having a weak price [3] - Red date market: Although there is a reduction in production, the supply situation remains loose due to the combination of old and new stocks. The market focus has shifted to the consumer side. Attention should be paid to the actual sales speed and inventory reduction performance during the traditional lunar month [7] Group 3: Market News and Key Data Apples - Futures: The closing price of the apple 2605 contract yesterday was 9345 yuan/ton, a change of - 196 yuan/ton from the previous day, a decrease of 2.05% [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, unchanged from the previous day. The spot basis of AP05 was - 1341 in Qixia and - 1141 in Luochuan, with an increase of 266 from the previous day [1] Red dates - Futures: The closing price of the red date 2605 contract yesterday was 8815 yuan/ton, a change of - 60 yuan/ton from the previous day, a decrease of 0.68% [5] - Spot: The spot price of first - grade grey dates in Hebei was 8.00 yuan/kg, a decrease of 0.20 yuan/kg from the previous day. The spot basis of CJ05 was - 815, a decrease of 140 from the previous day [5] Group 4: Recent Market Information Apples - In some sub - producing areas, the sales of apples have slightly improved during the Spring Festival stocking period, but the sales in the distribution areas are average, with serious backlogs in transit warehouses. The stocking in the producing areas may accelerate this week [2] Red dates - The acquisition of grey dates in Xinjiang has ended. The prices in different regions are different, and the acquisition adheres to the principle of high - quality and high - price. The prices in the Hebei and Guangdong markets are stable, and the downstream purchases according to demand [6] Group 5: Market Analysis Apples - The apple futures price opened low and closed low yesterday. The overall trading in the producing areas is slow, and the demand is weak. The substitution effect of other fruits is obvious. The Spring Festival is postponed this year, and the stocking period has also been postponed [3] Red dates - The red date futures price fluctuated at a low level yesterday. The acquisition in Xinjiang has ended, and the market focus has shifted to consumption. Although there is a reduction in production, the supply is still loose. The downstream starts to replenish goods, but the acceptance of high - price goods is average [7] Group 6: Figures - The report includes figures such as the market prices, contract closing prices, basis, and spreads of apples and red dates, as well as the production, consumption, inventory, and shipment volume of apples and red dates [10]