研究所 农产品研发报告 农产品日报 2024 年 01 月 06 日 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 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 109.01 | 108.70 | 0.31 | 洛川半商品纸袋70 | 4.20 | 4.20 | 0.00 | | 栖霞 一、二级纸袋 80 | 4.10 | 4.10 | 0.00 | 沂源纸袋70 | 2.50 | 2.50 | 0.00 | | 蓬莱 一、二级纸袋 80 | 4.25 | 4.25 | 0.00 | 6种水果平均批发价 | 7.74 | 7.93 | -0.19 | | 期货价格 | | | | | | | ...

苹果产业日报 2026-01-05 | 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) 427 主力合约持仓量:苹果(日,手) | 9547 | | 157882 | 23658 | | | 期货前20名持仓:净买单量:苹果(日,手) | 6134 | 4170 | | | | 现货市场 | 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, | | | 2.4 | 0 | | | | 5.25 | 0 | | | | | 元/斤) 元/斤) 陕西洛川苹果现货价格(纸袋70#以上半 山东烟台栖霞现货价格(纸袋80#以上一 | | | | | | | | 4.2 | 0 | 4 | 0 | | 上游情况 | 商品)(日,元/斤) 全国:苹果产量(年,万吨) 二级果农货)(日,元/斤) | 5128.51 | 168.34 | | | | 产业情况 | 水果批发价:苹果(周,元/公斤) 0.07 平均批发价:富士 ...

长江期货鲜果月报 01 12月鲜果价格走势 长江期货股份有限公司交易咨询业务资格：鄂证监期货字{2014}1号 01 走势回顾：12月鲜果价格走势 02 宏观分析：消费缓慢好转 03 苹果展望：高位震荡 04 红枣展望：逐步探底 目 录 01 走势回顾：12月鲜果价格走势 2025-12-29 【长期研究|棉纺团队】 黄尚海 执业编号:F0270997 投资咨询编号:Z0002826 止跌企稳 数据来源：博易大师、IFIND、长江期货 Ø 12月份苹果期货整体偏强震荡运行，主力合约9000支撑较强。 Ø 12月份红枣价格逐步寻底，9000附近震荡运行。 02 宏观分析：消费缓慢好转 02 下游消费稳健 02 水果价格震荡上行 数据来源：IFIND、上海钢联、中果网、长江期货 Ø 社零总额：根据国家统计局2025年12月15日发布的最新数据：11月当月：社会消费品零售总额为43898亿元，同比增长1.3%（环 比下降0.42%）；1-11月累计：社会消费品零售总额为456067亿元，同比增长4.0%，增速较2024年同期加快0.5个百分点，且快 于2024年全年增速（3.5%）。 Ø 按消费类型分，尽管11月商 ...

研究所 农产品研发报告 农产品日报 2024 年 12 月 25 日 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 | 现货价格 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | 今日价格 | 上一工作日价 | 涨跌 | 指标 | 今日价格 | 下一工作目价 | 涨跌 | | 相 | | | | | | 成 | | | 富士苹果价格指数 | 109.01 | 108.70 | 0.31 | 洛川半商品纸袋70 | 4.20 | 4.20 | 0.00 | | 栖霞 一、二级纸袋 80 | 4.10 | 4.10 | 0.00 | 沂源纸袋70 | 2.50 | 2.50 | 0.00 | | 逢莱 一、二级纸袋 80 | 4.25 | 4.25 | 0.00 | 6种水果平均批发价 | 7.75 | 7.79 | -0.04 | | 期货价格 | | | | | | | | | 指标 | ...

苹果产业日报 2025-12-24 | 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) -39 主力合约持仓量:苹果(日,手) | 9191 | | 143446 | -1395 | | | 期货前20名持仓:净买单量:苹果(日,手) | 3298 | -1486 | | | | 现货市场 | 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, | 5.25 | 0 | 2.6 | 0 | | | 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 | 4 | 0 | | 上游情况 | 商品)(日,元/斤) 全国:苹果产量(年,万吨) 二级果农货)(日,元/斤) 水果批发价:苹果(周,元/公斤) -0.07 平均批发价:富士苹果(周,元/公斤) | 5128.51 9.3 | 168.34 | 9.14 | 0.0 ...

苹果产业日报 2025-12-17 | 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) -7 主力合约持仓量:苹果(日,手) | 9122 | | | 142268 | -10582 | | | 期货前20名持仓:净买单量:苹果(日,手) | 3749 | 803 | | | | | | 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, | 5.25 | 0 | | 2.6 | 0 | | 现货市场 | 元/斤) 元/斤) 陕西洛川苹果现货价格(纸袋70#以上半 山东烟台栖霞现货价格(纸袋80#以上一 | | | | | | | | | 4.2 | 0 | | 4 | 0 | | 上游情况 | 商品)(日,元/斤) 全国:苹果产量(年,万吨) 二级果农货)(日,元/斤) 水果批发价:苹果(周,元/公斤) 0 平均批发价:富士苹果(周,元/公斤) | 5128.51 9.37 | 168.34 ...

研究所 农产品研发报告 农产品日报 2024 年 12 月 09 日 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 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 格 | | | | | | 格 | | | 富士苹果价格指数 | 109.06 | 107.91 | 1.15 | 洛川半商品纸袋70 | 4.20 | 4.20 | 0.00 | | 栖霞 一、二级纸袋 80 | 4.10 | 4.10 | 0.00 | 沂源纸袋70 | 2.80 | 2.80 | 0.00 | | 蓬莱 一、二级纸袋 80 | 4.25 | 4.25 | 0.00 | 6种水果平均批发价 | 7.34 | 7.51 | -0.17 | | 期货价格 | | | | | | | ...

| 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) 期货前20名持仓:净买单量:苹果(日,手) | 9465 7764 | -41 主力合约持仓量:苹果(日,手) 2757 | 132145 | 5972 | | 现货市场 | 甘肃静宁苹果现货价格(纸袋75#以上)(日, | 5.25 | 山东沂源苹果现货价格(纸袋75#以上)(日, 0 | 2.6 | 0 | | | 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 | 4 | 0 | | 上游情况 | 商品)(日,元/斤) 全国:苹果产量(年,万吨) | 5128.51 | 二级果农货)(日,元/斤) 168.34 | | | | 产业情况 | 水果批发价:苹果(周,元/公斤) | 9.38 | -0.02 平均批发价:富士苹果(周,元/公斤) | 9.07 | 0.01 | | | 全国苹果冷库 ...

Core Insights - The China (Tianshui) Cross-Border E-Commerce Comprehensive Pilot Zone is enhancing its logistics capabilities by utilizing temperature-controlled storage for exporting high-quality Fuji apples to Vietnam, with a shipment of 1,800 pieces weighing 25,000 kilograms [1] - The pilot zone has attracted various domestic and international cross-border e-commerce platforms and service enterprises, establishing itself as a significant hub for regional cross-border e-commerce [3] - The zone operates six standardized cold storage facilities with a total capacity of 900,000 kilograms, facilitating efficient logistics and trade processes [3] Industry Developments - During the 14th Five-Year Plan period, the region is accelerating the digital transformation of industries, achieving a paperless process for customs clearance and tax refunds for 129 enterprises, and establishing a multi-park model to enhance logistics for local agricultural products [4] - Tianshui has established stable trade relations with 23 countries, projecting a transaction volume exceeding 400 million yuan in 2024, with a 23.72% year-on-year increase in import and export volume reaching 285 million yuan from January to September 2025 [4] - The pilot zone's influence is evident in Qin'an County, where exports reached 300 million yuan in the first ten months of the year, with cross-border e-commerce exports contributing 150 million yuan, marking a significant growth point for foreign trade [6] Future Outlook - The local government aims to deepen the construction of the cross-border e-commerce pilot zone, enhance policy guidance, and expand the foreign trade entity base, promoting the integration of domestic and foreign trade [6] - The focus will be on leveraging local industrial advantages to improve the core competitiveness of export products, ensuring that more regional specialties are marketed globally through cross-border e-commerce [6]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - Late Fuji apple trading has slowed down. In Shandong, the warehousing work is basically finished, with ground trading mainly for direct market delivery by merchants, and in - warehouse trading starting. The foreign trade channel continues to seek goods, with small fruits selling well and the outbound rate slightly faster than last year. In Shaanxi, products are gradually leaving the warehouse, with Luochuan mainly packaging goods in merchants' hands and having a light cold - storage trading atmosphere. The arrival volume in the sales area has increased, but the trading atmosphere remains light. The increase in the listing volume of citrus fruits squeezes the apple sales space. Apple futures prices are expected to remain high in the short term, and the impact of alternative fruits should be noted [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the apple futures main contract is 9712 yuan/ton, with a month - on - month increase of 866; the main contract position is 8144 hands; the net long position of the top 20 futures positions is 120323 hands, with a month - on - month increase of 5896 [2] 3.2 Spot Market - The spot prices of apples in Gansu Jingning, Shandong Yiyuan, Shaanxi Luochuan, and Shandong Yantai Qixia are 5.25 yuan/jin, 2.6 yuan/jin, 4.2 yuan/jin, and 4 yuan/jin respectively, with no month - on - month change [2] 3.3 Upstream Situation - The national apple output is 5128.51 million tons, and the output in a certain area is 168.34 million tons [2] 3.4 Industry Situation - The weekly apple wholesale price is 9.38 yuan/kg, with a month - on - month decrease of 0.02; the average wholesale price of Fuji apples is 9.06 yuan/kg; the national apple cold - storage total inventory is 766.75 million tons, with a month - on - month decrease of 6.41; the storage capacity ratios of Shandong and Shaanxi apples are 0.54 and 0.58 respectively, with month - on - month decreases of 0.01; the monthly apple export volume is 80,000 tons, with an increase of 10,000 tons; the monthly import amount of fresh and dried fruits and nuts is 1.334364 billion US dollars, with a decrease of 503,616 US dollars; the year - on - year monthly apple export amount is - 14.3%; the weekly profit of first - and second - grade paper - bag apple 80 storage merchants is 0 yuan/jin [2] 3.5 Downstream Situation - The weekly wholesale prices of pears, bananas, and watermelons are 6.76 yuan/kg, 5.41 yuan/kg, and 6 yuan/kg respectively, with month - on - month increases of 0.05, 0.22, and 0.04; the early - morning average daily arrival vehicle numbers at Guangdong Jiangmen, Xiaqiao, and Chalong wholesale markets are 16, 25.2, and 19.2 respectively, with month - on - month increases of 3.8, 1.4, and 3.2 [2] 3.6 Option Market - The implied volatility of at - the - money call and put options for apples is 1.85% and 17.51% respectively, with month - on - month decreases of 15.66 and 9.27 [2] 3.7 Industry News - The trading of inventory apples remains light. In Shandong and Shaanxi, there are few inquiring merchants, mainly self - picking by merchants. In Gansu, the sales of Huaniu apples are okay, while the trading of Fuji apples has slowed down slightly, with little change in transaction prices [2]