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苹果产业日报-20250825
Rui Da Qi Huo· 2025-08-25 09:23
建议区间交易。 免责声明 苹果产业日报 2025-08-25 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。 | 项目类别 | 数据指标 数据指标 | 最新 | 环比 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 10月合约收盘价:苹果(日,元/吨) 47 主力合约持仓量:苹果(日,手) | 8141 | | 77654 | 2964 | | | 仓单数量:苹果(日,张) 0 期货前20名持仓:净买单量:苹果(日,手) | 0 | | -1128 | -1128 | | 现货市场 | 山东烟台栖霞现货价格(纸袋80#以上一 甘肃静宁苹果现货价格(纸袋75#以上)(日, | 3.7 | ...
苹果周报:嘎啦价格偏硬,果价震荡为主-20250822
Yin He Qi Huo· 2025-08-22 13:35
苹果周报:嘎啦价格偏硬 果价震荡为主 银河大宗农产品 研究员:刘倩楠 期货从业证号:F3013727 咨询从业证号:Z0014425 第一部分 逻辑分析及交易策略 内容摘要 ◼ 交易策略 GALAXY FUTURES 1 227/82/4 228/210/172 181/181/181 87/87/87 文 字 色 基 础 色 辅 助 色 137/137/137 246/206/207 栖霞一二级纸袋80#(元/斤) 洛川半商品纸袋70#(元/斤) 0 1 2 3 4 5 6 7 1-1 1-14 1-27 2-9 2-22 3-7 3-20 4-2 4-15 4-28 5-11 5-24 6-6 6-19 7-2 7-15 7-28 8-10 8-23 9-5 9-18 10-1 10-14 10-27 11-9 11-22 12-5 12-18 12-31 栖霞一、二级纸袋80# 2020 2021 2022 2023 2024 2025 0 1 2 3 4 5 6 1-1 1-14 1-27 2-9 2-22 3-7 3-20 4-2 4-15 4-28 5-11 5-24 6-6 6-19 7-2 7 ...
市场快讯:苹果谨慎追涨
Ge Lin Qi Huo· 2025-08-11 07:20
Report Summary 1) Report Industry Investment Rating - No industry investment rating is provided in the given report 2) Core View of the Report - Since August, the Apple 10 contract has risen for multiple consecutive trading days, with the AP2510 contract up 1.27% as of the 11th. The quality differentiation of early - maturing apples has led to concerns about the quality of deliverable Fuji apples. The market is in a state where long and short factors are intertwined, and the futures market shows a volatile pattern [3] 3) Summary by Related Content Apple Futures Market Performance - The Apple 10 contract has been rising for multiple consecutive trading days in August, and the AP2510 contract had a 1.27% increase as of August 11th [3] Situation of Early - Maturing Apples - In the western producing areas, the early - maturing Gala apples have been gradually listed. Due to high - temperature weather, there are problems such as difficult coloring, and the large - scale listing time is expected to be delayed compared with previous years. In the Shandong producing area, the current supply of Luli apples is average, and the trading price is stable. Some early - maturing apple varieties in Shandong and high - quality paper - bagged Gala apples in Shaanxi have higher listing prices than last year. However, due to climate factors, the proportion of high - quality apples has decreased, and the mainstream price has shown a downward trend after the high - price start [3] Forecast of New - Season Apple Yield and Price - The preliminary estimate of the new - season apple yield shows a limited reduction. The reference range for the opening price is 3.2 - 3.5 yuan per catty (equivalent to 7,500 - 8,500 yuan per ton). Under normal climate conditions in major producing areas, the spot price has a bottom support, but the upside is limited [3]
苹果周报:早熟嘎啦陆续上市,关注嘎啦价格-20250809
Yin He Qi Huo· 2025-08-09 13:15
1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - The apple market currently has low inventory and is in the off - season of demand, with general spot sales. The new - season apple production is expected to change little compared to this season. The market supply - demand contradiction is not significant, and the short - term trend is expected to be volatile. It is recommended to wait and see [18]. 3. Summary by Directory 3.1 Apple Spot Analysis - In the western region, there was limited trading of early - maturing apples this week. Paper - bag Gala apples were sporadically on the market, and the trading of paper - bag Qinyang apples was almost finished. In Shandong, the inventory Fuji apples' sales were slightly faster than last week, but overall transactions were still low. The prices of early - maturing apples were weak, and the inventory apples' prices were stable during the week. In the wholesale markets of sales areas, high - quality apples fetched high prices, but the overall sales were still slow. Next week, the supply of early - maturing paper - bag Gala apples will increase, and attention should be paid to their quality and price trends [8]. - In Shandong, the trading atmosphere has not improved significantly. Buyers are not active in purchasing large and high - quality apples and tend to bargain. Most fruit farmers and sellers sell at the market price, and some are eager to sell. The remaining supply in Shandong is mainly in Qixia and Penglai, and the traded apples are mostly low - priced slice - red apples. In Qixia, the prices of 80 first - and second - grade slice - red apples are 3.30 - 4.00 yuan/jin, 80 first - and second - grade striped apples are 3.50 - 4.50 yuan/jin, general apples are 2.80 - 3.30 yuan/jin, and third - grade apples are 2.00 - 2.50 yuan/jin. In Shaanxi, the inventory apples are mainly self - consumed by merchants, with slow sales. The prices of high - quality apples are temporarily stable. In Xianyang, early - maturing Gala apples have problems such as greening and poor coloring due to high temperatures. In Weinan and Tongchuan, rainfall after bag - removal is beneficial for Gala apples' coloring. Currently, a small amount of Gala apples are on the market, with a significant price gap between high - quality and low - quality ones. For example, in Chengcheng, the price of early - maturing paper - bag Gala apples starting from 70 with 30% redness is around 4.2 - 4.3 yuan/jin, and high - quality ones are around 4.5 yuan/jin [8]. 3.2 Supply Analysis - As of August 7, 2025, the national cold - storage inventory ratio was about 3.91%, a decrease of 0.45 percentage points in this period (20250731 - 0806), and 2.93 percentage points lower than the same period last year. The de - stocking rate was 93.86%. In Shandong, the cold - storage capacity ratio was 6.48%, a decrease of 0.67 percentage points. The overall cold - storage shipment volume was lower than last week, and the current shipment was mainly concentrated in the main production areas. The number of merchants inspecting goods in cold - storage increased slightly this week, and the transactions also improved, but most of the goods were not sent to the market after the transaction, and the actual shipment volume decreased. The cold - storage shipment speed was lower than last year, mainly affected by the low prices of other seasonal fruits. Cold - storage operators were eager to ship, especially for some lower - quality goods. In Shaanxi, the cold - storage capacity ratio was 3.58%, a decrease of 0.46 percentage points. There was little remaining inventory in cold - storage, and there was almost no trading in the cold - storage. Merchants shipped their own goods according to market demand. High temperatures and low prices of other fruits significantly impacted the apple demand, and the merchants' shipment volume decreased [13]. - As of August 6, 2025, the apple cold - storage inventory in the main production areas of the country was 53.39 tons, a decrease of 8.02 tons compared to last week. The sales speed slowed down slightly compared to last week and was basically the same as last year [13]. 3.3 Demand Analysis - In the Chalong market in Guangdong, the number of early - morning arriving vehicles decreased slightly compared to last week, with an average of about 14.6 vehicles per day. The typhoon and rainy weather this week affected apple consumption. The low prices of seasonal fruits increased their sales, and some spot merchants switched to seasonal fruits, which impacted the apple market sales. The number of arriving vehicles in the market remained at a low level, the terminal consumption slowed down slightly, and second - and third - level wholesalers purchased on demand [16]. - According to the data from the Ministry of Agriculture and Rural Affairs, the average wholesale price of 6 key - monitored fruits on August 7 was 7 yuan/kg, slightly lower than last Friday, and it was at the median level in recent years [16]. - In the 2024 - 2025 production season, the profit of storage operators of 80 first - and second - grade apples in Qixia was 0.5 yuan/jin, a decrease of 0.1 yuan/jin compared to last week [16]. - The market arrival volume this week continued to be low, slightly increasing compared to last week. The sales were stable, and the prices were stable. The arrival volume in the wholesale market was not much different from last week and generally remained at a low level. Recently, the supply of new - season early - maturing apples in the market increased, and the cold - storage supply decreased. According to Zhuochuang Information, the apple arrival volume in the Guangzhou Chalong market was about 131 vehicles, an increase of 9 vehicles compared to last week. The apple sales speed in the market was stable. High temperatures in many places recently made watermelons and other fruits the mainstream demand in the market, which significantly impacted other fruits. The overall apple demand was weak, and most merchants were not very enthusiastic about operating apples, with a low shipment volume to the market. The mainstream transaction prices in the market remained stable [16]. 3.4 Trading Strategy - For single - side trading, it is recommended to wait and see [18]. - For arbitrage, it is recommended to wait and see [18]. - For options, it is recommended to wait and see [17].