农产品日报 2024 年 10 月 29 日 研究所 农产品研发报告 研究员：刘倩楠 期货从业证号： F3013727 投资咨询证号： Z0014425 联系方式： :liuqiannan_qh@chinas tock.com.cn 苹果日报 第一部分 市场信息 | 现货价格 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 上一工作日价 指标 | 今日价格 | | 涨跌 | 指标 | 今日价格 | 上一工作日价 | 涨跌 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 107.18 | 107.61 | -0.43 | 洛川半商品纸袋70 | 3.85 | 3.85 | 0.00 | | 栖霞 一、二级纸袋 80 | #N/A | #N/A | #N/A | 沂源纸袋70 | 2.30 | 2.30 | 0.00 | | 蓬莱 一、二级纸袋 80 | 3.95 | 3.95 | 0.00 | 6种水果平均批发价 | 7.20 | 7.06 | 0.14 | | 期货价格 | | | | | | | ...

Report Industry Investment Rating - The report suggests a short - term strategy of buying long positions on dips, indicating a positive view on the apple market [2] Report's Core View - New - season late - maturing Fuji high - quality supply proportion has declined significantly, and it is expected that the price difference between high - quality and ordinary fruits will gradually emerge, which is beneficial to the apple market [2] Summary by Related Catalogs Futures Market - The closing price of the apple futures main contract is 8,850 yuan/ton, down 294 yuan; the main contract holding volume is 5,680 hands; the net long position of the top 20 futures holders is 131,357 hands, down 11,529 hands [2] 现货市场 - The spot price of apples in Gansu Jingning (paper - bagged above 75) is 5 yuan/jin; in Shandong Yiyuan (paper - bagged above 75) is 2.3 yuan/jin; in Shaanxi Luochuan (paper - bagged above 70 semi - commodities) is 4 yuan/jin, down 0.2 yuan; in Shandong Yantai Qixia (paper - bagged above 80 first - grade secondary fruit farmer's goods) is 3.5 yuan/jin, down 0.2 yuan [2] Upstream Situation - The annual apple output in China is 5,128.51 million tons; the weekly apple wholesale price is 9.62 yuan/kg, up 0.16834 yuan; the average weekly wholesale price of Fuji apples is 9.38 yuan/kg, up 0.04 yuan; the weekly apple cold - storage inventory in Shaanxi is 0, and the weekly apple cold - storage inventory in Shandong is 0.01, down 0.01; the monthly apple export volume is 70,000 tons, up 20,000 tons [2] 产业情况 - The monthly import value of fresh, dried fruits and nuts is not provided with changes; the monthly apple export value is 6,973.9 million US dollars; the weekly profit of first - and second - grade paper - bagged 80 apple storage merchants is 0 yuan/jin, down 0.3 yuan [2] Downstream Situation - The weekly average wholesale price of tangerines is 7.6 yuan/kg, down 0.49 yuan; the weekly fruit wholesale price of bananas is 5.56 yuan/kg, down 0.03 yuan; the weekly fruit wholesale price of watermelons is 4.44 yuan/kg; the weekly early - morning average daily arrival vehicle volume at the Guangdong Jiangmen wholesale market is 15.6 vehicles, down 10.07 vehicles; at the Guangdong Chalong wholesale market is 18.8 vehicles; at the Guangdong Xiaqiao wholesale market is 24.8 vehicles, down 20.53 vehicles [2] Option Market - The implied volatility of at - the - money call options for apples is 24.67%, and the implied volatility of at - the - money put options is 24.68%, up 0.52% [2] Industry News - In Gansu, the procurement of merchants is in progress, with limited high - quality goods and firm prices. In Shaanxi, trading is limited, high - quality goods are hard to find, and the price of ordinary goods is chaotic with a slightly weakening trend. In Shandong, the acquisition of late Fuji has started, with low redness and average opening prices. In Liaoning, trading is active, with high - quality goods having a high price and ordinary goods being priced according to quality. In the west, the supply of new - season late - maturing Fuji has increased, with a significant price gap between high - quality and ordinary goods [2] 观点总结 - The high - quality supply of new - season late - maturing Fuji has decreased. In the Shandong region, affected by the weather, merchants have shifted to the west for procurement. In the sales market, the trading atmosphere is average, and the restocking of second - and third - level wholesalers is weak. It is expected that the proportion of high - quality fruits will decline, and the price difference between high - quality and ordinary fruits will gradually emerge [2]

农产品日报 2024 年 04 月 10 日 大宗商品研究所 农产品研发报告 【苹果市场消息】 1、 库存量监测：截至 2025 年 3 月 19 日，全国主产区苹果冷库库存量为 500.61 万 吨，环比上周减 少 23.45 万吨，走货速度较上周环比略有下降。（mysteel） 1/7 研究员：刘倩楠 Z0014425 联系方式： :liuqiannan_qh@chinas tock.com.cn 苹果日报 第一部分 市场信息 | 块员价值 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日价格 | 上一工作日价 | 涨跌 | 指标 | 今日价格 | 上一工作日价 | 涨跌 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 101.02 | 101.10 | -0.08 | 洛川半商品纸袋70 | 4.20 | 4.20 | 0.00 | | 栖霞一、二级纸袋 80 | 4.05 | 4.05 | 0.00 | 沂源纸袋70 | 2.30 | 2.30 | 0.00 | | 蓬莱 一 ...