果蔬品日报：苹果产区行情分化，红枣紧盯补库节奏-20260304

1. Report Industry Investment Rating - The investment rating for both the apple and红枣 industries is neutral [4][9] 2. Core Views - The apple market continues to be polarized. High - quality apples are expected to maintain a strong price trend, while ordinary - quality apples may face price pressure. The short - term price after the Spring Festival is expected to be stable with a continued polarization trend. The 3 - 4 month period is the traditional peak for cold - storage apple shipments [2][3] - The jujube market will experience a phased restocking after the festival. However, as the temperature rises, it will enter the traditional off - season. The current market is still in the recovery phase, with slow inventory turnover. The supply - demand situation remains loose, suppressing prices, and there may be a concentrated selling pressure when summer seasonal fruits are on the market [8] 3. Summary by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2605 contract was 10,283 yuan/ton yesterday, a change of +387 yuan/ton or +3.91% from the previous day. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 4.00 yuan/jin, with no change from the previous day. The price of Shaanxi Luochuan over - 70 semi - commercial late Fuji was 4.20 yuan/jin, also with no change from the previous day [1] Recent Market Information - The apple market is polarized. High - quality apples have stable and firm prices, while ordinary farmers' apples are slightly weaker. The overall trading atmosphere in the production areas is average, and the demand for restocking in the cold - storage of each main production area is stable, but the overall shipping speed is slow [2][3] Market Analysis - The apple futures price rose yesterday. The restocking demand in each main production area is stable, but the shipping speed is slow, and the price fluctuates little. High - quality apples are expected to maintain a strong price, while ordinary apples may face price pressure. The market shows a pre - and post - Spring Festival differentiation trend, and the arrival volume in the three major domestic wholesale markets is expected to increase seasonally in 3 - 4 months [3] Strategy - The strategy for the apple market is neutral [4] Jujube Market News and Important Data - Futures: The closing price of the jujube 2605 contract was 8,895 yuan/ton yesterday, a change of +55 yuan/ton or +0.62% from the previous day. - Spot: The price of first - grade gray jujubes in Hebei was 7.90 yuan/kg, with no change from the previous day [5] Recent Market Information - In the 2025 production season, the purchase price range of Xinjiang gray jujubes was 5.00 - 6.50 yuan/kg. After the Spring Festival, there were few merchants returning to Xinjiang for repurchase, and holders of the goods were more willing to sell. The market prices in Hebei and Guangdong were stable, and the trading was light [6][7] Market Analysis - The jujube futures price fluctuated and rose yesterday. There will be a phased restocking after the festival, but as the temperature rises, the jujube consumption will enter the off - season. The current market is in the recovery phase, with slow inventory turnover. The supply - demand situation is loose, and there may be concentrated selling pressure when summer seasonal fruits are on the market [8] Strategy - The strategy for the jujube market is neutral [9]