果蔬品日报 | 2026-01-09 苹果询价增多但成交一般，红枣关注旺季表现 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9531元/吨，较前一日变动-52元/吨，幅度-0.54%。现货方面，山东栖霞80# 一二 级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05-1331，较前一日变动+52；陕西洛川70# 以上半 商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-1131，较前一日变动+52。 近期市场资讯，产区库内晚富士整体成交仍显有限，甘肃整体走货尚可，陕西、山东零星春节礼盒开始包装，成 交多以低价货源为主，其余货源交易不多。目前陕西果农货成交以少量两极货源为主，仍以客商发自存货源为主； 甘肃产区客商按需调果农货源，包装发货较为稳定，走货尚可。山东产区成交较为零星，礼盒开始零星包装，少 量75#货源、三级货源出库为主，交易不多。栖霞80#一二级片红果农意向成交价3.7-4.5元/斤，65#、70#出库价格 1.8-2.2元/斤附近。陕西洛川产区果农统货出库价格3.5-4.0元/斤，半商品出库价格4.0-4.3元/斤。甘肃产区静宁 ...

苹果产区交易速度分化，红枣旺季走货一般 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9583元/吨，较前一日变动-31元/吨，幅度-0.32%。现货方面，山东栖霞80# 一二 级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05-1383，较前一日变动+31；陕西洛川70# 以上半 商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-1183，较前一日变动+31。 近期市场资讯，产区库内晚富士成交氛围略有好转，但整体成交仍显有限，性价比较高的果农货难寻，客商对果 农一般货源拿货积极性不高。目前陕西果农货成交以少量两极货源为主，仍以客商发自存货源为主；甘肃产区客 商按需调果农货源，包装发货较为稳定，走货尚可。山东产区成交较为零星，礼盒开始零星包装，少量75#货源、 三级货源出库为主，交易不多。栖霞80#一二级片红果农意向成交价3.7-4.5元/斤，65#、70#出库价格1.8-2.2元/斤附 近。陕西洛川产区果农统货出库价格3.5-4.0元/斤，半商品出库价格4.0-4.3元/斤。甘肃产区静宁果农半商品5-6元/ 斤，果农一般通货出库价格3.7 ...

果蔬品日报 | 2026-01-07 苹果节日备货启动，红枣重心转至下游 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9614元/吨，较前一日变动+67元/吨，幅度+0.70%。现货方面，山东栖霞80# 一 二级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05-1414，较前一日变动-67；陕西洛川70# 以上 半商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-1214，较前一日变动-67。 近期市场资讯，产区库内晚富士成交氛围略有好转，客商陆续包装自存货源发货，性价比较高的果农货难寻。目 前陕西果农货成交以少量两极货源为主，仍以客商发自存货源为主；甘肃产区客商按需调果农货源，包装发货较 为稳定，走货尚可。山东产区成交较为零星，礼盒开始零星包装，少量75#货源、三级货源出库为主，交易不多。 栖霞80#一二级片红果农意向成交价3.7-4.5元/斤，65#、70#出库价格1.8-2.2元/斤附近。陕西洛川产区果农统货出库 价格3.5-4.0元/斤，半商品出库价格4.0-4.3元/斤。甘肃产区静宁果农半商品5-6元/斤，果农一般通货出库价格3 ...

果蔬品日报 | 2026-01-06 苹果整体消费疲软，红枣进入消费旺季 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9547元/吨，较前一日变动+427元/吨，幅度+4.68%。现货方面，山东栖霞80# 一 二级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05-1347，较前一日变动-427；陕西洛川70# 以 上半商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-1147，较前一日变动-427。 近期市场资讯，库内晚富士整体行情维持稳定，库内货源交易不快，性价比较高的果农货难寻。目前陕西果农货 成交以少量两极货源为主，仍以客商发自存货源为主；甘肃产区客商按需调果农货源，包装发货较为稳定，走货 尚可。山东产区成交较为零星，少量75#货源、三级货源出库为主，交易不多。栖霞80#一二级片红果农意向成交 价3.7-4.5元/斤，65#、70#出库价格1.8-2.2元/斤附近。陕西洛川产区果农统货出库价格3.5-4.0元/斤，半商品出库价 格4.0-4.3元/斤。甘肃产区静宁果农半商品5-6元/斤，果农一般通货出库价格3.7-5元/斤不等。产地 ...

苹果观点 果蔬品日报 | 2025-12-31 苹果产区客商增多，红枣库存仍处高位 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9200元/吨，较前一日变动+37元/吨，幅度+0.40%。现货方面，山东栖霞80# 一 二级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05+-1000，较前一日变动-37；陕西洛川70# 以 上半商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-800，较前一日变动-37。 近期市场资讯，库内晚富士主流交易稳定，整体交易氛围一般，果农货成交较为有限。目前陕西部分产区果农货 询价增多，但实际成交仍有限，但主流仍以客商发自存货源为主；甘肃产区客商按需调果农货源，包装发货较为 稳定，走货尚可。山东产区成交较为零星，少量75#货源出库为主，维纳斯、奶油果按需出库，其余货源交易不多。 栖霞80#一二级片红果农意向成交价3.7-4.5元/斤，65#、70#出库价格1.8-2.2元/斤附近。陕西洛川产区果农统货出库 价格3.5-4.0元/斤，半商品出库价格4.0-4.3元/斤。甘肃产区静宁果农半商品5-6元/斤，果农一般通货出库价格 ...

果蔬品日报 | 2025-12-30 苹果差果价格宽松，红枣出货速度加快 苹果观点 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9163元/吨，较前一日变动-84元/吨，幅度-0.91%。现货方面，山东栖霞80# 一二 级晚富士价格4.10元/斤，较前一日变动+0.00元/斤，现货基差AP05-963，较前一日变动+84；陕西洛川70# 以上半 商品晚富士价格4.20元/斤，较前一日变动+0.00元/斤，现货基差AP05-763，较前一日变动+84。 近期市场资讯，库内晚富士整体交易氛围一般，目前客商多包装自存货源发货为主，调果农货积极性不高。目前 陕北部分产区果农货询价增多，但实际成交仍有限，但主流仍以客商发自存货源为主。西部产区客商零星寻货， 多以果农两级货源为主，下捡、高次少量走货，成交有限；客商少量包装自存货源补充市场。山东产区出库放缓， 少量75#货源出库为主，维纳斯、奶油果按需出库，其余货源交易不多。栖霞80#一二级片红果农意向成交价3.7-4.5 元/斤，65#、70#出库价格1.8-2.2元/斤附近。陕西洛川产区果农统货出库价格3.5-4.0元/斤，半商品出库价格4.0-4.3 元/ ...

苹果市场2026年年报 苹果：万树垂珠摇欲坠，一朝风起散作尘 ——2025年苹果市场回顾与2026年展望 方正中期期货研究院 农产品团队 侯芝芳 Z0014216 摘要： 2025年苹果期价走势大致可以分为两段，上半年以区间震荡为主，下半年为趋势 性上涨。年度上涨行情主要集中在下半年。本轮上涨的核心驱动是天气因素的持续不 利，导致供应端预期被不断向下修正。具体来看，产区不利天气贯穿了苹果生长的关 键时期：花期部分主产区遭遇降温、大风；生长期又出现阶段性持续干旱；进入收获 期后，部分产区再度迎来持续阴雨天气。多重不利天气的叠加效应，使得供应端矛盾 逐步凸显并加剧。最终，产量、优果率下降、入库量都是预期下沿兑现，推动了苹果 期价的此轮上涨行情。 风险提示：交割博弈变化导致多头情绪退潮、产区再度出现超预期的不利天气。 | 第一部分 长期走势与2025年行情回顾 | 3 | | --- | --- | | 一、期货市场走势分析 3 | | | （一) 长期走势分析 3 | | | （二）2025年走势分析 | 6 | | （三）期货成交与持仓情况 7 | | | 二、现货市场走势分析 8 | | | 第二部分 苹果供 ...

Price Performance - CPI shows a continuous decline in pork prices, while fruit and vegetable prices are on the rise, with a recent increase of 0.71%[2] - PPI indicates rising prices for crude oil and non-ferrous metals, with WTI prices increasing by 4.39%[2] Domestic Macro - Demand Side - Consumer demand is slightly cooling, with retail sales of passenger cars declining by 3.8% year-on-year[3] - External demand is also weakening, as indicated by a 16.9% month-on-month drop in the Baltic Dry Index (BDI)[3] Domestic Macro - Production Side - Production continues to decline, with a decrease of 1.53 percentage points in the industrial production index[3] - Real estate and infrastructure investment is also on a downward trend, with a decline of 2.46 percentage points[3] Fiscal Policy - The fiscal policy for next year is expected to remain proactive, with a focus on stimulating economic growth[4] - The recent Central Economic Work Conference has set a relatively positive tone for future economic policies[4] Monetary and Liquidity Conditions - The yield curve for government bonds has slightly shifted downwards, indicating a potential easing of monetary policy[4] - SHIBOR rates have shown minor fluctuations, with the 7-day SHIBOR at 1.4510%, up by 4 basis points[4] International Macro and Market - The Federal Reserve has lowered interest rates by 25 basis points, with a dovish tone from Chairman Powell[4] - Market expectations indicate a potential for further rate cuts, with probabilities for rates below 2.5% increasing significantly[4]

Core Insights - The overall vegetable supply in Beijing remains stable despite recent snowfall, with sufficient quantities available in the market [1][3] - Prices for certain staple vegetables like cabbage are significantly higher compared to the same period last year, while others like onions and garlic are lower [1][3] Vegetable Supply Overview - The vegetable supply is categorized into three main parts: durable vegetables, northern greenhouse vegetables, and southern vegetables, with southern vegetables accounting for over 40% of the market supply [3] - The total vegetable supply in the market is approximately 20,000 tons, with an average price of 3.94 yuan per kilogram [3] Fruit Supply Overview - A variety of fruits, including cherries and strawberries, have entered the Beijing market, with cherries being a popular imported fruit during winter [4] - The daily fruit supply in the market is around 13,000 tons, with an average price of 8.17 yuan per kilogram [4] - The market is seeing an increase in high-end fruits such as durian, blueberries, and kiwis, with domestic blueberry production notably rising [4]

Core Points - The National Intellectual Property Administration recently announced that 164 enterprises in Guangxi have been approved to use geographical indication special marks on their products, bringing the total number of enterprises using such marks in the region to 2059 [1] - These 2059 enterprises cover various specialty industries including traditional Chinese medicine, fruits and vegetables, livestock, tea, and seafood, representing a fivefold increase compared to the end of the 13th Five-Year Plan, with a geographical indication mark coverage rate of 76.11% [1] Industry Support Measures - The Market Supervision Administration of the Autonomous Region has implemented multiple measures to assist enterprises in effectively utilizing geographical indications as a "golden key" [1] - The administration has integrated geographical indication mark usage into key service offerings through trademark brand guidance stations, helping rights holders improve trademark management rules and providing targeted reminders and comprehensive guidance to those yet to use special marks [1] - A network of 127 "one-stop" quality service platforms has been established, focusing on building specialized geographical indication inspection and testing service points, and creating a complete traceability system for geographical indication products to ensure quality control from "field to table" [1] - Collaboration with geographical indication inspection and testing institutions has been strengthened to conduct quality supervision and assist enterprises in efficiently applying for special mark usage [1] - A comprehensive support mechanism has been established, including an eight-year campaign promoting geographical indications to aid rural revitalization and organizing expert-led "one-on-one" precise guidance [1]