数据来源第三方(我的农产品网、中果网、郑商所)，观点仅供参考，市场有风险，入市需谨慎！ 苹果产业日报 2025-12-18 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) -54 主力合约持仓量:苹果(日,手) | 9068 | | | 162157 | 19889 | | | 期货前20名持仓:净买单量:苹果(日,手) | 2831 | -918 | | | | | 现货市场 | 甘肃静宁苹果现货价格(纸袋75#以上)(日, 山东沂源苹果现货价格(纸袋75#以上)(日, | | | | | 0 | | | | 5.25 | 0 | | 2.6 | | | | 元/斤) 元/斤) 陕西洛川苹果现货价格(纸袋70#以上半 山东烟台栖霞现货价格(纸袋80#以上一 | | | | | | | | | 4.2 | 0 | | 4 | 0 | | 上游情况 | 商品)(日,元/斤) 二级果农货)(日,元/斤) 全国:苹果产量(年,万吨) ...

Report Industry Investment Rating - Not provided Core Viewpoints - The customs data shows that in October 2025, China's fresh apple exports were about 80,000 tons, a decrease of 10,000 tons month-on-month and 20,000 tons year-on-year. From January to October 2025, the total fresh apple exports were 680,000 tons, with a cumulative year-on-year decline of 8.7%. Apples in Shandong and Shanxi are still being stored, and the ground transactions are gradually ending, with limited inventory transactions. As of November 19, 2025, the inventory in apple cold storages in major producing areas was 773160 tons, an increase of 8920 tons from last week. The storage capacity ratio in Shandong was 54.29%, an increase of 3.02% from last week, while that in Shaanxi was 59.10%, a decrease of 0.34% from last week. The sales area market is performing averagely. Considering the substitution effect of citrus fruits on the market, it is expected that the apple futures price will remain high in the short term [2]. Summary by Directory Futures Market - The closing price of the main apple futures contract was 9491 yuan/ton, and the open interest of the main contract was 124,537 lots, a decrease of 326 lots. The net long position of the top 20 futures holders was 9900 lots, an increase of 1805 lots [2]. Spot Market - The spot price of apples in Gansu Jingning (paper bag, above 75) was 5.25 yuan/jin, unchanged; in Shandong Yiyuan (paper bag, above 75) it was 2.6 yuan/jin, unchanged; in Shaanxi Luochuan (paper bag, above 70 semi - commercial) it was 4.2 yuan/jin, unchanged; in Shandong Yantai Qixia (paper bag, above 80 first - grade) it was 4 yuan/jin, unchanged [2]. Upstream Situation - The national apple output was 5128510 tons. The weekly apple wholesale price was 9.43 yuan/kg, a decrease of 0.06 yuan/kg; the average wholesale price of Fuji apples was 9.07 yuan/kg, a decrease of 0.05 yuan/kg. The total national apple cold storage inventory was 773.16 tons, an increase of 8.92 tons. The storage capacity ratio in Shandong was 0.59, and in Shaanxi it was 0.54. The monthly apple export volume was 80,000 tons, an increase of 10,000 tons [2]. Industry Situation - The monthly import amount of fresh and dried fruits and nuts decreased by 58%. The year - on - year monthly apple export amount decreased by 14.3%. The profit of storage merchants for first - and second - grade paper - bag apples (80) was 0 yuan/jin. The weekly wholesale price of pears was 6.67 yuan/kg, an increase of 0.01 yuan/kg; for bananas it was 5.34 yuan/kg, a decrease of 0.05 yuan/kg; for watermelons it was 5.56 yuan/kg, an increase of 0.2 yuan/kg. The daily average number of trucks arriving in the morning at the Guangdong Jiangmen wholesale market was 12.2, unchanged [2]. Downstream Situation - The daily average number of trucks arriving in the morning at the Guangdong Xiaqiao wholesale market was 16, unchanged; at the Guangdong Chalong wholesale market it was 23.8, unchanged [2]. Option Market - The implied volatility of at - the - money call options for apples was 26.77%, and that of at - the - money put options was 26.78%, an increase of 4.7% [2].