瑞达期货研究院 「2026.02.06」 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2605合约价格上涨，周度涨幅0.18%。 行情展望：产区去库继续加快，客商积极处理自存货源。据Mysteel统计，截至 2026年2月4日，全国主产区苹果冷库库存量为619.81万吨，环比上周减少34.25万 吨，去库速度环比加快，高于去年同期。山东产区库容比为47.05%，较上周减少 1.96%，陕西产区库容比为48.82%，较上周减少2.03%，山东产区整体包装发货 尚可，部分前期打包的礼盒陆续发往市场，出货有所加快，果农货成交集中在三 级果、小果等货源，一二级好货零星成交。陕西去库环比略有加快。渭南、咸阳 产区成交较前有所转好，客商打包发运较多，果农货仍以两极货源走货为主。销 区到货车辆较为密集，但市场中转库及地面车辆积压较多。价格来看，果农一般 货源稳中偏弱，优质货源价格维持稳定。长假临近，短期注意风险控制。 未来交易提示： 1、水果价格2、消费 2 目录 1、周度要点小结 ...

继"藏乌梨"之后，一种被冠以"新疆特产"之名的水果——"天山雪糖果"又现身年货市场，引发关注。这 种外表酷似苹果、底部带有特殊凹陷印记的水果，被商家宣传为"产自天山脚下、营养丰富"的稀有品 种。然而，经专家辨识，其实际身份实为普通苹果在幼果期经人工脱萼处理而成。新疆维吾尔自治区农 业农村厅相关工作人员亦表示，未听说过该"特产"品种。 陕西的苹果种植户和山东种植黄金维纳斯苹果的农户在查看记者提供的照片后，均明确表示："这就是 苹果，在一些树上会见到这类果子，但比较少。" "天山雪糖果"现身年货市场 2月2日，新京报记者在北京年货大集注意到，多个摊位正在售卖一种名为"天山雪糖果"的水果，摊主介 绍其为"新疆特产，生长在天山脚下，营养价值丰富"。记者驻足品尝后感觉甜度明显高于一般水果。随 后，记者在另一摊位也发现同款水果，该摊主则直接表示是"新疆特产的苹果，属于稀有品种"。 新京报记者仔细观察发现，该水果外表果梗处与苹果较为相像，但底部果脐的位置有一个非常规则的棕 色环形凹陷，商家特意将此处朝上整齐码放，使得该特征格外醒目，吸引消费者驻足品尝。不过，当记 者质疑该水果是否为普通苹果时，有商家支支吾吾称"是新疆特产" ...

Core Insights - The article discusses the rise of "Crispy Honey Kumquat" from Guangxi, which has gained immense popularity as a premium fruit, surpassing previous high-end fruits like cherries and grapes in terms of taste and market demand [1][10][16]. Group 1: Product Characteristics - The "Crispy Honey Kumquat" is characterized by its thin skin, large size, and high sweetness, with a sugar content exceeding that of common fruits like watermelon and strawberries [6][11]. - The fruit has a unique appearance, often packaged in gold foil, resembling luxury chocolates, which contributes to its premium pricing [8][10]. - The kumquat's evolution from a less desirable fruit to a sought-after delicacy is attributed to its genetic mutation, resulting in a sweeter and larger variety [18][20]. Group 2: Market Dynamics - The price of the "Crispy Honey Kumquat" can reach up to 15 yuan per piece, making it more expensive than traditional luxury items like Ferrero chocolates [3][15]. - Sales channels for the fruit have expanded to include major supermarkets catering to middle-class consumers, with packaging designed to appeal to gift buyers [13][15]. - The fruit's popularity has led to a significant increase in production in Guangxi, with an expected output of 287,000 tons by 2025, contributing to a total industry value of nearly 10 billion yuan [20][22]. Group 3: Consumer Reception - Consumers, particularly in corporate settings, have expressed surprise and delight at the taste of the "Crispy Honey Kumquat," leading to its rapid adoption as a popular snack [5][10]. - The fruit has been featured in corporate events and has become a status symbol among employees, indicating its successful branding and market positioning [11][13]. - The kumquat's appeal has extended beyond local markets, with exports to countries like the United States and Canada, where prices can reach as high as 160 yuan per pound [15][22]. Group 4: Future Outlook - The article highlights concerns about maintaining the quality and exclusivity of the "Crispy Honey Kumquat" as it gains popularity, drawing parallels to other fruits that have lost their premium status due to overproduction [28][32]. - The industry is currently in a growth phase, with expectations that the market for "Crispy Honey Kumquat" will peak in the coming years, emphasizing the need for careful management of production and quality [32].

苹果产业日报 2026-02-05 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。 弱运行，优质货源价格稳定。 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！ 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 | 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) | 9586 | -8 主力合约持仓量:苹果(日,手) | 103264 | -3575 | | | 期货前20名持仓:净买单量:苹果(日,手) ...

Core Viewpoint - The fruit market is experiencing significant price fluctuations, with certain high-end fruits like black strawberries and pink pineapples gaining popularity and commanding exorbitant prices, while other fruits like cherries are seeing sharp price declines [1][4][46]. Price Trends - Cherry prices have dropped from 99.9 yuan/kg to 79.9 yuan/kg within a few weeks, showcasing a rapid decline [1]. - Black strawberries are priced around 600 yuan/kg, with individual pieces costing nearly 300 yuan [11][39]. - Pink pineapples are priced at 800 yuan each, with some gift boxes reaching 2458 yuan, translating to approximately 819 yuan/kg [16][18]. Consumer Behavior - Despite high prices, there is a notable demand for these premium fruits, with black strawberries and pink pineapples selling out quickly on e-commerce platforms [20][22]. - Consumers are increasingly drawn to unique and visually appealing fruits, which are perceived as luxury items or social currency [44][45]. Market Dynamics - The rise of high-priced fruits is attributed to their rarity and the marketing strategies that emphasize their uniqueness and health benefits [35][37]. - The production of black strawberries is limited, with a significantly lower yield compared to traditional varieties, contributing to their high price [39]. - The fruit market is evolving, with competition shifting towards offering unique sensory experiences rather than just taste [44]. Future Outlook - There is potential for prices of high-end fruits to stabilize or decrease as production techniques improve and consumer awareness grows [46][47]. - The fruit industry is likely to continue seeing new entrants and fluctuating prices, reflecting ongoing changes in consumer preferences and market dynamics [53][54].

Group 1 - The core product being discussed is the "pink pineapple," which has a unique pink flesh and is priced significantly higher than regular pineapples, reaching over 800 RMB per piece, making it ten to dozens of times more expensive than ordinary pineapples [1] - The pink color of the pineapple is due to the presence of lycopene, which is retained through genetic modification that reduces the enzyme responsible for converting lycopene to beta-carotene, resulting in the distinctive color [2] - Del Monte Fresh Produce Co. is the sole producer and seller of pink pineapples globally, with cultivation limited to specific farms in central Costa Rica, and the fruit takes nearly two years to mature [2] Group 2 - The terms "pineapple" and "凤梨" (Fengli) refer to the same fruit, scientifically known as Ananas comosus, with variations in name stemming from cultural and regional differences [3] - Different cultivated varieties of pineapples exist, including the "Queen" variety, which is commonly grown in China and known for its high yield and storage capabilities [4] - The "Cayenne" variety is characterized by its large fruit and moderate sweetness, while the "Spanish" variety is primarily used for juice or canned products [5][6] Group 3 - Pineapples can cause a stinging sensation when eaten due to bromelain, an enzyme that breaks down proteins, and calcium oxalate crystals that can irritate the mouth [7] - To mitigate the stinging sensation, consumers can choose low-bromelain varieties or cook the pineapple, which deactivates the enzyme [8] - The market offers a variety of pineapple options, allowing consumers to select based on their preferences [9]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 卓创资讯苹果市场资深分析师杨军 【导语】2025年苹果存储完成之后，冷库表现出"果农不好卖，客商不好买"的情况，其核心因素是库存 结构异于往年。1月份产地冷库中中等及中等偏下质量货源价格小幅下滑，而好货价格持续高位。客商 更愿意销售自有货源，采购果农货偏少。按此情形发展，春节过后出现明显两极分化的可能性比较大。 1月份冷库好货价格稳定，中等偏下货价格下滑 从2025年12月份开始，正式销售冷库货源，销售过程中，除了甘肃产区的客商积极采购果农货以外，多 数客商以销售自存货为主，调货量非常少，少量客商采购低价货或者优质好货，尤其是果农中等质量货 源成交极少。 山东1月份纸袋富士80#以上一二级货源交易加权平均价格4.24元/斤，较12月持平，较去年1月均价高 0.49元/斤，同比涨幅13.07%；本月末收盘价格为4.24元/斤，与12月末冷库货价格持平，与去年1月末相 比上涨0.49元/斤，幅度13.07%。 陕西1月份纸袋富士70#以上半商品货源交易加权平均价格3.73元/斤，较12月持平，较去年1月均价高 0.68元/斤，同比涨幅22.30%； ...

Core Viewpoint - The recent decline in fruit prices in Shanghai's markets reflects a broader trend in the fruit industry, driven by both supply chain upgrades and changes in consumer demand, with a notable shift towards domestic fruit production as a future trend [1][4][9]. Price Trends - Prices for popular fruits such as cherries and strawberries have dropped significantly, with cherries seeing a price reduction of over 20% and strawberries experiencing a price drop of around 50% within a month [4][5]. - Specific price data shows that imported cherries fell from 57 yuan per kilogram in January 2025 to 45 yuan in January 2026, while strawberries dropped from 43 yuan to 35.5 yuan per kilogram in the same period [4][5]. Supply and Demand Dynamics - The overall fruit prices have decreased by 20% to 30% due to an oversupply in the market, particularly for imported fruits like cherries, which have seen increased imports leading to lower prices [9][10]. - The production of domestic fruits such as sugar oranges and strawberries has increased, with sugar orange production reaching 6.5 million tons in 2025, a 25% increase year-on-year [9][10]. Market Competition - The simultaneous harvest of various fruits has intensified competition, leading to price wars, especially among lower-quality fruits [11][12]. - The rise of e-commerce and improved supply chain logistics has reduced costs and allowed for more competitive pricing at the retail level [11][12]. Impact on Producers - The decline in prices has adversely affected upstream fruit growers, with some experiencing a drop in purchase prices by 40% to 50%, marking the lowest in 20 years for certain varieties [13][14]. - The overall price for blueberries has decreased by about 20% compared to the previous year, with market prices continuing to decline [13][14]. Future Trends - The fruit market is expected to see a short-term stabilization due to seasonal demand, but long-term trends indicate a continued decline in prices, with a focus on quality differentiation [16][17]. - The industry is moving towards a model where high-quality domestic fruits will gain prominence, and there will be a shift towards more specialized and diversified consumption scenarios [17][18].

瑞达期货研究院 「2026.01.30」 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」 行情展望：春节备货陆续进入增量阶段，产区来看，走货速度明显加快，甘肃产 区好于其他产区，客商仍以积极发自存货为主。据Mysteel统计，截至2026年1月 28日，全国主产区苹果冷库库存量为654.05万吨，环比上周减少28.73万吨，去库 速度环比加快，略高于去年同期。山东产区库容比为49.01%，较上周减少1.29%， 陕西产区库容比为50.85%，较上周减少1.91%，山东产区整体包装发货增加，部 分前期打包的礼盒陆续发往市场，出货有所加快，果农货成交仍一般。陕西去库 环比略有加快，渭南、咸阳产区成交较前有所转好，客商打包发运较多，果农货 仍以两极货源走货为主。销区市场来看，市场中转库及地面车辆积压较多，礼盒 类货源销售速度一般。价格来看，果农一般质量货源稳中偏弱运行，优质货源价 格稳定。预计备货结束前，苹果价格仍维持震荡偏强运行。 未来交易提示： 1、水果价格2、消费 2 目录 1、周度要点小结 2 ...

Core Viewpoint - The collaboration between the government of Pujiang County and Baiguoyuan aims to promote the ecological agriculture of Pujiang Papaya, enhancing its market presence and quality through the introduction of advanced agricultural techniques [1][2] Group 1: Agricultural Development - Pujiang County has a planting area of 450,000 acres for Papaya, with an annual production exceeding 850,000 tons and a total output value surpassing 3.8 billion yuan [1] - The county's green development strategy includes the "two replacements" project, which promotes organic fertilizers over chemical fertilizers and green pest control over chemical methods, aiming for a zero pesticide, zero fertilizer, and zero hormone cultivation model [1] - Baiguoyuan has committed to not selling Papaya treated with sweeteners, ensuring consumer health and industry integrity [1] Group 2: Technological Integration - Baiguoyuan will introduce its BLOF ecological planting technology to improve the quality and safety of Papaya, which has recently been selected as a key agricultural technology by the Ministry of Agriculture and Rural Affairs for 2025 [2] - The partnership aims to leverage Baiguoyuan's brand, channels, and supply chain advantages to enhance the competitive edge of Pujiang's ecological agricultural resources [2] Group 3: Market Strategy - The selling price of Pujiang Papaya at Baiguoyuan is between 8 to 10 yuan per pound, with potential discounts during promotional events [2] - The collaboration is expected to create a full-chain traceability system, ensuring consumers can trust the quality of the products [2] - Baiguoyuan aims to establish itself as a leading platform for brand development, contributing to rural revitalization [2]