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苹果连续上涨突破9000元/吨整位数,后市怎么看?
对冲研投·2025-10-28 08:39

Core Viewpoint - The apple futures market has seen a significant price increase, driven by concerns over the quality and yield of late-maturing Fuji apples due to adverse weather conditions in major production areas [1][12][19] Market Monitoring - In Shandong, the main purchasing prices for apples range from 2.6 to 3.0 yuan per jin for general quality, while higher quality apples are priced between 3.5 to 4.0 yuan per jin [3][19] - The overall trading volume in Shandong has increased, but the quality of apples is slightly lower, making it difficult to acquire high-quality products [5][19] - The market sentiment remains positive, with strong purchasing activity for quality apples, although there are concerns about the overall quality due to weather impacts [16][18] Price Trends - Since May, apple futures prices have rebounded from 7400 to nearly 8900 yuan per ton, marking an increase of approximately 1500 points [12] - The new season's apple prices have shown a significant year-on-year increase, with good quality apples commanding higher prices [18][19] Quality Concerns - The quality of apples this year is generally poor due to adverse weather conditions, leading to concerns about storage and potential diseases affecting the fruit [16][17] - The market is experiencing a shortage of high-quality apples, which is keeping prices firm, while lower quality apples are facing pressure as supply increases [17][19] Supply Chain Dynamics - The entry of apples into storage has been complicated by excessive rainfall, leading to various defects and increased storage challenges [16][19] - The overall supply from major production areas is expected to be lower than previous years, with a forecasted production decrease of 8.34% to 34.23 million tons [19]