苹果产业日报-20260323

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - The apple market trading is still dominated by high - quality goods. The high - quality goods in the western region are in limited supply, and the general - quality goods of fruit farmers have slow transactions. As of March 18, 2026, the inventory of apple cold storage in the main producing areas decreased, and the de - stocking speed accelerated. The good - quality goods market in Shandong is stable and slightly stronger, while in Shaanxi, the trading of good - quality goods is fast first and then slow, and the general - quality goods have slow transactions. The sales atmosphere in the sales area is not strong, and the market sentiment cools down with a sharp price correction [2] Group 3: Summary by Relevant Catalogs Futures Market - The closing price of the apple futures main contract is 10,144 yuan/ton, with a week - on - week decrease of 577; the net buying volume of the top 20 positions in the futures is 8,933 lots, with a week - on - week decrease of 3,803; the position volume of the main contract is 80,399 lots, with a week - on - week decrease of 13,733 [2] 现货 Market - The spot price of apples in Gansu Jingning (paper - bagged above 75) is 5.25 yuan/jin; in Shandong Yiyuan (paper - bagged above 75) is 2 yuan/jin, with a week - on - week decrease of 0.2; in Shaanxi Luochuan (paper - bagged above 70 semi - commodity) is 4.3 yuan/jin; in Shandong Yantai Qixia (paper - bagged above 80 first - grade) is 4 yuan/jin [2] Upstream Situation - The national apple output is 5,128.51 million tons, with a year - on - year increase of 168.34 million tons; the apple orchard area in the whole country is 1,955.77 thousand hectares, with a year - on - year decrease of 19.58 thousand hectares. The fruit wholesale price of apples is 9.37 yuan/kg, with a week - on - week decrease of 0.14 yuan/kg; the average wholesale price of Fuji apples is 9.41 yuan/kg, with a week - on - week decrease of 0.11 yuan/kg. The total inventory of national apple cold storage is 468.43 million tons, with a week - on - week decrease of 31.29 million tons. The storage capacity ratio of Shandong apples is 0.38, with a week - on - week decrease of 0.02; that of Shaanxi is 0.36, with a week - on - week decrease of 0.03. The monthly export volume of apples is 160,000 tons, an increase of 40,000 tons [2] 产业 Situation - The monthly year - on - year growth rate of apple export amount is 30.7%, with an increase of 14.5%. The monthly import amount of fresh and dried fruits and nuts is 1,775,355 million US dollars, an increase of 657,409 million US dollars. The weekly profit of storage merchants for first and second - grade paper - bagged 80 apples is 0.35 yuan/jin [2] Downstream Situation - The fruit wholesale price of pears is 6.64 yuan/kg, with a week - on - week decrease of 0.03 yuan/kg; that of watermelons is 6.51 yuan/kg, with a week - on - week decrease of 0.24 yuan/kg; that of bananas is 6.57 yuan/kg, with a week - on - week increase of 0.05 yuan/kg. The average daily arrival volume in the morning at the wholesale market in Guangdong Jiangmen is 15.2 vehicles, with an increase of 2.4 vehicles; in Guangdong Xiaqiao is 17.2 vehicles, with a decrease of 1.2 vehicles; in Guangdong Chalong is 26.4 vehicles, with an increase of 2.4 vehicles [2] Option Market - The implied volatility of at - the - money call options for apples is 38.81%, with an increase of 2.27; that of at - the - money put options for apples is 38.82%, with an increase of 2.35 [2]