果蔬品日报：苹果销区备货放缓，红枣备货进入尾声-20260129

Group 1: Report Industry Investment Rating - The investment rating for both the apple and red date industries is neutral [4][8] Group 2: Core Views - The apple market currently has a pattern where the supply side is supported but the demand side remains sluggish. The spring festival preparation period is postponed, and if the peak - season effect is absent, the post - festival inventory digestion pressure will increase. For red dates, the market is in the pre - Spring Festival traditional stocking season, but it shows a weak peak - season characteristic with a slow de - stocking speed [3][7] Group 3: Market News and Important Data Apple - The closing price of the apple 2605 contract yesterday was 9532 yuan/ton, a change of +28 yuan/ton or +0.29% from the previous day. The price of Shandong Qixia 80 first and second - grade late Fuji apples was 4.00 yuan/jin, unchanged from the previous day, and the spot basis AP05 - 1532 changed by - 28 from the previous day. The price of Shaanxi Luochuan 70 and above semi - commercial late Fuji apples was 4.20 yuan/jin, unchanged from the previous day, and the spot basis AP05 - 1132 changed by - 28 from the previous day [1] Red Dates - The closing price of the red date 2605 contract yesterday was 8830 yuan/ton, a change of +10 yuan/ton or +0.11% from the previous day. The spot price of first - grade gray dates in Hebei was 8.00 yuan/kg, unchanged from the previous day, and the spot basis CJ05 - 830 changed by - 10 from the previous day. The purchase price range of Xinjiang gray dates in the 2025 production season is 5.00 - 6.50 yuan/kg [6] Group 4: Recent Market Information Apple - In the production areas, merchants are mainly shipping pre - packaged goods, with the overall packaging and shipping slightly accelerating. The transaction volume of fruit farmers' goods is still limited, and the market is generally stable but weak. In the sales areas, the transit warehouses are seriously overstocked, and the apple sales are slow due to the impact of competing fruits [2] Red Dates - The raw material acquisition in the production areas is based on quality, adhering to the principle of high - quality and high - price. The Hebei Cuierzhuang market has some arrivals, mainly off - grade dates, and the market sales are okay recently. The Guangdong Ruyifang market has a small number of arrivals, and the price is stable. The logistics will stop operating soon, and the subsequent stocking intensity may decline [6] Group 5: Market Analysis Apple - The apple futures price fluctuated widely yesterday. The supply side is supported, but the demand side is sluggish. The shipping in the production areas depends on pre - festival stocking, but the local shipping rhythm is still slow. The sales areas are weak, with serious overstocking in transit warehouses, showing a pattern of "hot production areas and cold sales areas" [3] Red Dates - The red date futures price fluctuated slightly down yesterday. The red date market is in the pre - Spring Festival stocking season, but the sales areas show a weak peak - season characteristic. The inventory pressure is high, and the demand side is weak [7] Group 6: Strategy - The strategy for both the apple and red date industries is neutral [4][8]