束，当前处于集中入库中，果农货源入库明显提量。陕西产区入库与出库同步进行，入库基本结束，零星 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！ 外调货源发回洛川等地，部分客商调当地低价货源转存，整体出库量不大。销区市场进入淡季，柑橘类水 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 果上市增加，苹果销售空间在一定程度受到挤压，短期预计苹果期价维持高位运行。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 苹果产业日报 2025-11-18 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | ...

苹果产业日报 2025-11-17 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 外调货源发回洛川等地，部分客商调当地低价货源转存，整体出库量不大。销区市场进入淡季，柑橘类水 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 果上市增加，苹果销售空间在一定程度受到挤压，短期预计苹果期价维持高位运行。 免责声明 | 项目类别 | 数据指标 数据指标 | 最新 | 环比 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) -132 主力合约持仓量:苹果(日,手) | 9438 | | 139413 | -1335 ...

瑞达期货研究院 「2025.11.14」 苹果市场周报 研究员：王翠冰 期货从业资格号F03139616 期货投资咨询从业证Z0021556 关 注 微信服 务 号 业务咨询 添加客服 「 周度要点小结」 行情回顾：本周苹果期货2601合约价格上涨，周度涨幅约5.86%。 行情展望：新季晚熟富士入库工作接近尾声，剩余库存主要集中在山东栖霞等地。 据Mysteel统计，截至2025年11月13日，全国主产区苹果冷库库存量为764.24万吨， 低于去年同期（854.78万吨）90.54万吨，由于目前部分主产区入库工作正在进行 中，当前入库进度不代表最终入库高峰值。山东产区库容比为51.27%，较上周增 加10.24%，陕西产区库容比为59.64%，较上周增加2.63%，山东产区地面交易进 入收尾阶段，入库尚未结束，当前处于集中入库中，果农货源入库明显提量。陕 西产区入库与出库同步进行，入库基本结束，零星外调货源发回洛川等地，部分 客商调当地低价货源转存，整体出库量不大。销区市场进入淡季，柑橘类水果上 市增加，苹果销售空间在一定程度受到挤压，短期预计苹果期价维持高位运行。 2 未来交易提示： 1、水果价格2、消费 ...

研究所 农产品研发报告 农产品日报 2024 年 11 月 12 日 研究员：刘倩楠 期货从业证号： 苹果日报 第一部分 市场信息 | 现货价格 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日价格 | 下一工作日价 | 涨跌 | 指标 | 今日价格 | 上一工作日价 | 涨跌 | | 成 | | | | | | 路 | | | 富士苹果价格指数 | 106.38 | 106.36 | 0.02 | 洛川半商品纸袋70 | 4.15 | 4.15 | 0.00 | | 栖霞 一、二级纸袋 80 | #N/A | 3.75 | #N/A | 沂源纸袋70 | 2.40 | 2.40 | 0.00 | | 蓬莱 一、二级纸袋 80 | 3.75 | 3.75 | 0.00 | 6种水果平均批发价 | 7.02 | 7.03 | -0.01 | | 期货价格 | | | | | | | | | 指标 | रु श्र | 昨收 | 涨跌 | 指标 | रु शख् | 昨日收 | 涨跌 | | AP01 | 920 ...

苹果产业日报 2025-11-12 | 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) 15 主力合约持仓量:苹果(日,手) | 9207 | | 144369 | 5092 | | | 期货前20名持仓:净买单量:苹果(日,手) | 9677 | 2284 | | | | | 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, | 5 | 0 | 2.3 | 0 | | 现货市场 元/斤) | 陕西洛川苹果现货价格(纸袋70#以上半 元/斤) 山东烟台栖霞现货价格(纸袋80#以上一 | | | | | | | | 4.2 | 0 | 3.5 | 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) 水果批发价:苹果(周,元/公斤) 0.03 平均批发价:富士苹果(周,元/公斤) | 5128.51 9.49 | 168.34 | 9.04 | -0.11 | ...

研究所 农产品研发报告 农产品日报 2024 年 11 月 06 日 研究员：刘倩楠 期货从业证号： F3013727 投资咨询证号： Z0014425 研究所 农产品研发报告 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 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 站 | | | | | | 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 | 6.94 | 7.16 | -0.22 | | 期货价格 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - This week, the price of the Apple Futures 2601 contract rose, with a weekly increase of 4.38%. The new - season late - maturing Fuji ground trading has shifted to the eastern production areas, and the warehousing work is in progress. In the Shandong production area, the apple harvest time varies, the number of merchants has increased, and high - quality goods are relatively difficult to purchase. The trading of late - maturing Fuji in the western region is gradually entering the later stage. In the sales area, the trading atmosphere in the wholesale market is still dull, and the demand side continues to be under pressure. Considering the high risk of new fruit warehousing this year and the obvious price difference for high - quality fruits, it is expected that the short - term apple futures price will remain high. Attention should be paid to the cold - storage warehousing situation [4]. - The recommended trading strategy is to mainly buy long positions on dips for the Apple 2601 contract in the short term [4]. 3. Summary by Directory 3.1 Week - to - Week Highlights - **Market Review**: The price of the Apple Futures 2601 contract rose this week, with a weekly increase of 4.38% [4][8]. - **Market Outlook**: New - season late - maturing Fuji ground trading has shifted to the eastern production areas, and warehousing work is in progress. In Shandong, apple harvest times vary, and high - quality goods are hard to buy. Western trading is in the later stage, with slow warehousing in Shaanxi and almost finished in Gansu. The wholesale market in the sales area is dull, and demand is under pressure. Short - term futures prices are expected to stay high due to high warehousing risks and price differences for high - quality fruits. Monitor cold - storage warehousing [4]. - **Strategy Recommendation**: Buy long positions on dips for the Apple 2601 contract in the short term [4]. - **Future Trading Tips**: Monitor late - maturing Fuji prices and consumption [4]. 3.2 Futures and Spot Markets - **Futures Market**: The price of the Apple Futures 2601 contract rose 4.38% this week. As of this week, the net position of the top 20 in apple futures was 8,391 lots, and the number of apple futures warehouse receipts was 0 [8][14]. - **Spot Market**: As of October 31, 2025, the mainstream price of 80 first - and second - grade apple farmer - sourced goods in Qixia, Shandong was 3.7 yuan per catty; the price of 75 and above Fuji apples in Yiyuan, Shandong was 2.35 yuan per catty [17]. 3.3 Industry Situation and Options - **Supply Side**: For the 2025/26 production season, new fruits have not been warehoused, and relevant data release is suspended [24]. - **Demand Side**: - As of October 30, the average daily early - morning arrival of trucks in major apple wholesale markets in Guangdong increased. The profit of 80 first - and second - grade apple storage merchants was suspended (replaced by 0) pending the new fruit harvest [28]. - As of October 24, 2025, the average wholesale price of all apple varieties was 9.53 yuan per kilogram, a week - on - week increase of 0.01 yuan per kilogram; the wholesale price of Fuji apples was 9.26 yuan per kilogram, a week - on - week decrease of 0.12 yuan per kilogram [33]. - As of October 24, 2025, the weekly average wholesale price of 5 fruits (Fuji, banana, grape, pear, and watermelon) was 7.04 yuan per kilogram, a week - on - week decrease of 0.01 yuan per kilogram [37]. - In September 2025, China's fresh apple exports were about 70,800 tons, with an export value of 69,178,601 US dollars and an average export price of 977.40 US dollars per ton. The export volume increased by 3.51% month - on - month compared with August and decreased by 6.36% year - on - year compared with September 2024. From January to September 2025, China's total fresh apple exports were 600,000 tons, a cumulative year - on - year decrease of 7.50% [41]. - **Options Market**: Information about the implied volatility of at - the - money apple options this week is presented in a chart, but specific data is not given [42]. 3.4 Futures - Stock Correlation - A chart shows the price - to - earnings ratio of Honghui Fruit & Vegetable Co., Ltd., but specific data is not provided [44].

今年以来，苹果主力期货合约一路震荡上行，年内累计涨幅超20%。期货价格往往与现货市场紧密相 关，近期也是全国各地苹果集中上市的时节。今年受寒潮和花期大风等气候因素影响，苹果的亩产量和 优果率均出现下降。苹果的产量减少，也带动苹果的市场收购价格水涨船高，一家苹果加工企业负责人 表示，今年从陕西、甘肃、山东等苹果主产区收来的苹果，价格普遍每斤要上涨10%左右。卓创资讯苹 果分析师杨军表示，"今年全国苹果产量大约是3423万吨，与去年相比减产了300万吨左右，幅度大约在 8%。客商收购优质好货的积极性，比往年要稍高一些。山东产区为例，80mm以上一二级的货源，主流 的收购价格约每斤3.5元至4元。" ...

Group 1: Report Information - The report is an agricultural product daily report on apples, dated October 22, 2024, prepared by researcher Liu Qiannan [2] Group 2: Market Information - The Fuji apple price index was 107.18, down 0.43 from the previous trading day; the 6 - fruit average wholesale price was 6.99, down 0.09 [3] - Among spot prices, the price of Luochuan semi - commercial paper - bagged 70 remained stable at 3.85, and the price of Yiyuan paper - bagged 70 was 2.30, unchanged [3] - For futures prices, AP01 was 8794, down 26 from the previous close; AP05 was 9307, down 2; AP10 was 9499, up 122 [3] Group 3: Market News - As of September 25, 2025, the national main - producing area apple cold - storage inventory was 14.79 tons, a decrease of 6.02 tons from the previous week [6] - In August 2025, the export volume of fresh apples was about 6.84 tons, a 27.6% increase from the previous month and a 17.6% decrease year - on - year. The cumulative export volume from January to August 2025 was about 53.27 tons, a 7.7% decrease year - on - year [6] - In August 2025, the import volume of fresh apples was 1.18 tons, a 33.3% decrease from the previous month and a 15.3% decrease year - on - year. The cumulative import volume from January to August 2025 was 9.84 tons, a 22% increase year - on - year [6] - The transaction price of apples in the origin was stable. In Shandong, most were traded as general goods, with high - quality goods having high prices and less transactions. In the northwest, it was in the ordering, harvesting, and loading stage, with most high - quality goods already ordered [7] - The profit of storage merchants for Qixia 80 first - and second - grade apples in the 2024 - 2025 production season was 0.4 yuan per catty, a decrease of 0.1 yuan per catty from the previous week [8] - In Shandong Yantai Qixia, the price of new - season paper - bagged Fuji 80 and above first - and second - grade apples was 3.5 - 4.0 yuan per catty, with individual cold - storage high - price acquisitions at 4.2 yuan per catty. In Shaanxi Yan'an Luochuan, the ordering price of 70 and above semi - commercial apples was stable, with a mainstream transaction price of 3.5 - 4.0 yuan per catty [8] Group 4: Trading Logic - In some areas of Shaanxi this year, the fruit diameter was small, and there were water - crack problems due to continuous rainfall. The high - quality fruit rate of late - maturing Fuji was expected to be low, and the opening price was high, so the futures price was expected to be slightly stronger in the short term [9] Group 5: Trading Strategy - Unilateral: The apple market is expected to be slightly stronger in the short term due to the expected low high - quality fruit rate [10] - Arbitrage: It is recommended to wait and see [10] - Options: It is recommended to wait and see [10] Group 6: Related Attachments - The report includes 10 related figures, such as the price of Qixia first - and second - grade paper - bagged 80 apples, the price of Luochuan semi - commercial paper - bagged 70 apples, and the national cold - storage apple inventory [14][20][30]

Report Overview - Report Type: Agricultural Product Daily Report - Research Date: October 21, 2024 - Researcher: Liu Qiannan 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - The late - maturing Fuji apple is expected to have a low premium fruit rate due to small fruit diameters in some areas of Shaanxi and water - crack problems caused by continuous rainfall. The opening price of late - maturing Fuji is high, and the cost of making futures warehouse receipts is also high. Therefore, the futures price is expected to remain in a slightly bullish and volatile trend in the short term [9]. 3. Summary by Directory 3.1 Market Information - **Spot Prices**: The Fuji apple price index was 107.18, down 0.43 from the next - working - day price. The average wholesale price of 6 kinds of fruits was 7.08, up 0.08. Prices of some apple varieties like Luochuan semi - commodity paper - bag 70, Penglai first - and second - grade paper - bag 80, and Yiyuan paper - bag 70 remained unchanged [3]. - **Futures Prices**: AP01 was 8850, down 15 from yesterday's close; AP05 was 9309, down 15; AP10 was 9377, up 23. The spreads AP01 - AP05 remained unchanged at - 459, AP05 - AP10 increased by 8 to - 75, and AP10 - AP01 decreased by 8 [3]. - **Basis**: Data for the basis of Qixia first - and second - grade 80 apples against different futures contracts were not available [3]. 3.2 Market News and Views - **Market News** - As of September 25, 2025, the cold - storage inventory of apples in the main producing areas was 14.79 tons, a decrease of 6.02 tons from the previous week [6]. - In August 2025, the export volume of fresh apples was about 6.84 tons, a 27.6% increase from the previous month but a 17.6% decrease year - on - year. The cumulative export volume from January to August 2025 was about 53.27 tons, a 7.7% decrease year - on - year. The import volume in August 2025 was 1.18 tons, a 33.3% decrease from the previous month and a 15.3% decrease year - on - year. The cumulative import volume from January to August 2025 was 9.84 tons, a 22% increase year - on - year [6]. - The trading price of apples in the origin was stable. In Shandong, there was a small amount of high - quality apple procurement, and the supply and tradable volume were average. In the northwest, the enthusiasm for ordering high - quality apples was high, but the procurement of average - quality apples was cautious. The market arrival volume was small, and the sales speed and price were stable [7]. - The profit of Qixia 80 first - and second - grade apple storage merchants in the 2024 - 2025 production season was 0.4 yuan per catty, a decrease of 0.1 yuan per catty from the previous week [8]. - The ordering price of apples in Luochuan, Shaanxi was stable, with the mainstream transaction price of semi - commodity apples above 70 being 3.5 - 4.0 yuan per catty. In Qixia, Shandong, the acquisition of new - season apples had just started with a small volume, and the prices varied greatly according to quality [8]. - **Trading Logic**: Due to small fruit diameters in some areas of Shaanxi and water - crack problems caused by continuous rainfall, the premium fruit rate of late - maturing Fuji is expected to be low. The opening price and the cost of making futures warehouse receipts are high, so the futures price is expected to be slightly bullish and volatile in the short term [9]. - **Trading Strategies** - **Single - side**: The apple futures price is expected to be bullish and volatile in the short term due to the expected low premium fruit rate [10]. - **Arbitrage**: It is recommended to wait and see [10]. - **Options**: It is recommended to wait and see [10]. 3.3 Related Attachments - The report includes 10 related charts, such as the price chart of Qixia first - and second - grade paper - bag 80 apples, the price chart of Luochuan semi - commodity paper - bag 70 apples, and the chart of the total apple arrival volume in Chalong, Jiangmen, and Xiaqiao [14][24][30].