苹果产业日报-20260312

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - As of March 11, 2026, the inventory of apple cold storage in the main producing areas of China was 4997200 tons, a decrease of 278200 tons compared with last week, and the de - stocking speed accelerated. The storage capacity ratio in Shandong and Shaanxi decreased. The shipment situation in different producing areas varied, with the west being stronger than the east. Due to factors such as low inventory, low high - quality fruit rate, and delivery logic, the price of the short - term apple main contract fluctuated sharply [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the apple futures main contract was 9984 yuan/ton, a decrease of 252 yuan; the net long position of the top 20 futures holders was 6998 lots, a decrease of 2213 lots; the main contract position was 101066 lots, a decrease of 14883 lots [2] 3.2 Spot Market - The spot price of apples in Gansu Jingning (paper - bagged, above 75) was 5.25 yuan/jin, with no change; in Shandong Yiyuan (paper - bagged, above 75) it was 2.4 yuan/jin, with no change; in Shaanxi Luochuan (paper - bagged, above 70 semi - commercial) it was 4.2 yuan/jin, with no change; in Shandong Yantai Qixia (paper - bagged, above 80 first - grade secondary fruit farmer's goods) it was 3.7 yuan/jin, with no change [2] 3.3 Upstream Situation - The national apple output was 51285100 tons, an increase of 1683400 tons; the national apple orchard area was 1955770 hectares, a decrease of 19580 hectares [2] 3.4 Industry Situation - The weekly apple wholesale price was 9.51 yuan/kg, an increase of 0.09 yuan; the average wholesale price of Fuji apples was 9.37 yuan/kg, an increase of 0.01 yuan. The total national apple cold storage inventory was 4997200 tons, a decrease of 278100 tons; the storage capacity ratio in Shandong was 0.4, a decrease of 0.02; in Shaanxi it was 0.39, a decrease of 0.03. The monthly apple export volume was 160000 tons, an increase of 40000 tons; the monthly year - on - year export amount was 30.7%, an increase of 14.5%. The monthly import amount of fresh and dried fruits and nuts was 17753550000 US dollars, an increase of 6574090000 US dollars. The weekly profit of storage merchants for first - and second - grade paper - bagged apples (80) was 0.3 yuan/jin, with no change [2] 3.5 Downstream Situation - The weekly wholesale price of pears was 6.67 yuan/kg, a decrease of 0.02 yuan; the weekly wholesale price of watermelons was 6.75 yuan/kg, a decrease of 0.13 yuan; the weekly wholesale price of bananas was 6.52 yuan/kg, with no change. The average daily early - morning arrival volume at the Jiangmen wholesale market in Guangdong was 9.6 vehicles, a decrease of 2.65 vehicles; at the Xiaqiao wholesale market in Guangdong it was 12.4 vehicles, a decrease of 2.85 vehicles; at the Chalong wholesale market in Guangdong it was 18.4 vehicles, a decrease of 4.85 vehicles [2] 3.6 Option Market - The implied volatility of at - the - money call options for apples was 37.07%, an increase of 0.81%; the implied volatility of at - the - money put options for apples was 37.07%, an increase of 0.81% [2]