苹果产业日报-20260303

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - The apple market continues to be polarized, with merchants showing a higher willingness to purchase high - quality goods than general farmer - sourced goods. High - quality goods prices are stable and firm, while the overall trading atmosphere is mediocre. The inventory removal speed has slowed down, and the market sentiment is high due to the rally of the near - month contract pulling up the main apple contract [2]. Group 3: Summary by Relevant Catalogs Futures Market - The closing price of the apple futures main contract is 10,283 yuan/ton, and the main contract position volume is 156,104 hands, with a weekly increase of 25,500 hands. The net long position volume of the top 20 futures holders is 17,106 hands [2]. Spot Market - The spot price of apples in Gansu Jingning (paper - bagged, over 75) is 5.25 yuan/jin, in Shandong Yiyuan (paper - bagged, over 75) is 2.4 yuan/jin, in Shaanxi Luochuan (paper - bagged, over 70 semi - commercial) is 4.2 yuan/jin, and in Shandong Yantai Qixia (paper - bagged, over 80 first - grade) is 3.7 yuan/jin, with no change compared to the previous period [2]. Upstream Situation - The annual apple production in the country is 5,128.51 million tons. The weekly average wholesale price of apples is 9.56 yuan/kg, with a decrease of 0.05 yuan/kg compared to the previous period. The total cold - storage inventory of apples in the country is 552.92 million tons, with a weekly decrease of 19.08 million tons. The capacity utilization ratio of apple cold - storage in Shandong is 0.44, with a decrease of 0.01 compared to the previous period, and in Shaanxi is 0.43, with a decrease of 0.02 compared to the previous period. The monthly export volume of apples is 160,000 tons, with an increase of 40,000 tons compared to the previous period [2]. Industry Situation - The monthly import amount of fresh and dried fruits and nuts is 14.5 million US dollars, and the year - on - year increase of the monthly export amount of apples is 30.7%. The weekly profit of storage merchants for first - and second - grade paper - bagged 80 apples is 0.3 yuan/jin. The weekly wholesale price of pears is 6.81 yuan/kg, with an increase of 0.07 yuan/kg compared to the previous period, and the weekly wholesale price of bananas is 6.45 yuan/kg, with an increase of 0.01 yuan/kg compared to the previous period [2]. Downstream Situation - The early - morning average daily arrival volume of trucks at the Guangdong Jiangmen wholesale market is 12.25 vehicles, with a decrease of 17.95 vehicles compared to the previous period. The early - morning average daily arrival volume of trucks at the Guangdong Xiaqiao wholesale market is 23.25 vehicles, and at the Guangdong Chalong wholesale market is 15.25 vehicles, with a decrease of 31.95 vehicles compared to the previous period [2]. Option Market - The implied volatility of at - the - money call options for apples is 27.29%, and the implied volatility of at - the - money put options for apples is also 27.29%, with an increase of 1 compared to the previous period [2].