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 ...

农产品日报 | 2025-12-23 苹果产区走货偏缓，红枣库存达近年高位 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9149元/吨，较前一日变动-50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AP05-949，较前一日变动+50；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AP05-749，较前一日变动+50。 近期市场资讯，库存晚富士整体维持按需走货，行情运行偏稳定，库内包装前期订购货源及客商自存货源陆续发 往市场，果农货成交有限。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。山东产区零星出库，多以75#货源出库为主，少量维纳斯、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 产区果农货半商品出库价格3.8-4.3元/斤。甘肃产区静宁果农一般通货出库价格3.7-4.5元/斤不等。产区整体行情维 持 ...

12月12日盘中，红枣期货主力合约遭遇一波急速下挫，最低下探至8915.00元。截止发稿，红枣主力合 约报8940.00元，跌幅3.14%。 红枣期货主力跌超3%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 瑞达期货 红枣短期价格重心开始上抬 一德期货 红枣期价围绕新季收购成本震荡 瑞达期货：红枣短期价格重心开始上抬 新疆主产区灰枣收购进入尾声，整体进度约九成。据Mysteel农产品调研数据统计，截止2025年12月4日 红枣本周36家样本点物理库存在13910吨，较上周增加3062吨，环比增加28.23%，同比增加135.16%， 样本点库存增加。本周，新疆农三师及麦盖提地区红枣收购进度加快，企业与各地客商采购积极性较 高，订单签订量明显增加。销区产品价格同步趋稳，随着下游采购增加，部分持货商试探性小幅调整报 价，后续关注实际走货情况，短期价格重心开始上抬，关注需求提升情况，若实际需求好转，价格反弹 概率加大。 一德期货：红枣期价围绕新季收购成本震荡 新疆产区灰枣收购步入尾声，余货不多好货存翘尾行情，主产区灰枣收货均价参考5.61元/公斤左右， 随着原料成本明朗，内地客商出货试探性提涨，河北市场 ...

苹果市场买卖僵持，红枣产区挺价情绪显现 市场要闻与重要数据 期货方面，昨日收盘苹果2605合约9510元/吨，较前一日变动+45元/吨，幅度+0.48%。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AP05-1310，较前一日变动-45；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AP05-1110，较前一日变动-45。 近期市场资讯，晚富士库存富士主流行情维持稳定，西部个别产区果农一般货源开始交易，整体出库速度仍不显 快。西部产区客商零星寻货，多以果农两级货源为主，成交有限，甘肃部分产区果农一般货源开始交易，价格区 间随质量下滑略降低，成交尚可；部分客商包装自存货源补充市场。山东产区零星出库，外贸渠道小果走货放缓， 少量维纳斯、奶油果按需出库，其余货源基本尚未开始交易。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。甘肃产区静宁果农好货出库价格4.5-5.5元/斤不等。庆阳出库价格3.8-4.5元/斤不等； 陕西洛川产区果农货半商品出库价格3.8-4 ...

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 来源：华泰期货 作者： 李馨 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9465元/吨，较前一日变动-41元/吨，幅度-0.43%。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AP05-1265，较前一日变动 +41；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AP05-1065， 较前一日变动+41。 近期市场资讯，晚富士库存富士主流行情维持稳定，西部个别产区一般以下货源价格略偏弱，整体交易 多按需进行，出货仍不显快。西部产区客商零星寻货，多以果农两级货源为主，成交有限，甘肃部分产 区客商调花牛及好货出库，成交尚可；部分客商包装自存货源补充市场。山东产区零星出库，外贸渠道 小果走货放缓，少量维纳斯、奶油果按需出库，其余货源基本尚未开始交易。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。甘肃产区静宁果农好货出库价格4.5-5.5 元/斤不等。庆阳出库价格3.8-4. ...

农产品日报 | 2025-12-09 苹果质量偏差走货较慢，红枣新货价差明显 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9506元/吨，较前一日变动-133元/吨，幅度-1.38%。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AP05-1306，较前一日变动+133；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AP05-1106，较前一日变动+133。 市场分析 昨日苹果期价震荡下跌，相较往年苹果库存偏低，并且苹果质量相对偏差，果农和贸易商出售情绪较低，各产区 走货速度偏慢，大部分客商仍处于观望，关注去库情况。产区新季晚富士入库已结束，入库量低于去年同期10% 以上，客商心态整体较为乐观。上周库存量转降，出库整体一般。后续会陆续开始出库，受季节性淡季影响，消 费按需采购为主，整体节奏略显缓慢，需求端承压运行，交易氛围仍显清淡，柑橘类水果上市量增加，挤压苹果 销售空间，销区情绪相对悲观。 策略 中性。当前入库量、入库结构的预期已经反应在价格上，后续需重点关注终端市场消费复苏情况、入库结构分 ...

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 来源：华泰期货 作者： 李馨 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9712元/吨，较前一日变动-18元/吨，幅度-0.18%。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+0.35元/斤，现货基差AP05-1512；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+0.05元/斤，现货基差AP05-1312。 近期市场资讯，晚富士库存富士交易清淡，客商调货积极性不高，库内包装不多。西部产区客商零星寻 货，多以果农两级货源为主，成交有限；部分客商包装自存货源补充市场。山东产区零星出库，多以外 贸渠道小果走货为主，其余货源基本尚未开始交易。栖霞65#、70#出库价格1.8-2.2元/斤附近。甘肃产 区静宁果农好货出库价格4.5-5.5元/斤不等。庆阳出库价格3.6-4.5元/斤不等；陕西洛川产区果农货半商 品出库价格3.8-4.3元/斤。 市场分析 昨日苹果期价震荡收跌，苹果市场整体交易清淡，产区出库节奏缓慢，价格呈现区域分化。西部及山东 产区客商采购积极性普遍不高，多以零星 ...

Core Viewpoint - The event "Mountain Lake Harmony, Walking Together" organized by the Bank of Guangzhou in Huizhou showcased the "Xinjiang Products Going South" theme, highlighting the integration of Xinjiang's unique products with the cultural and scenic beauty of Lingnan, while promoting consumer support and cultural exchange [2][8]. Group 1: Event Overview - The event took place at the Xigang Reservoir in Boluo County, Huizhou, and aimed to promote health and fitness among the community [2]. - The "Xinjiang Products Going South" exhibition attracted significant attention, becoming a focal point of the event [5][10]. Group 2: Product Highlights - The exhibition featured a variety of Xinjiang specialty products, including plump jujubes, sweet golden pears, and rich sea buckthorn juice, all sourced directly from Xinjiang without intermediaries, ensuring freshness and affordability [12][14]. - Products were carefully selected to cater to the tastes of Guangdong consumers, showcasing the region's representative flavors [18]. Group 3: Consumer Engagement - The tasting activities led to increased interest in Xinjiang's healthy and regionally distinctive foods, with many participants inquiring about online purchasing options [19][21]. - Participants expressed enthusiasm for the availability of authentic Xinjiang products, indicating a desire to continue purchasing these items online after the event [21][24].

1. Report Industry Investment Ratings - Apple: Neutral to bullish [4] - Red dates: Neutral [8] 2. Core Views of the Report - Apple: The price of apples futures continued to rise. The出库 of late - Fuji apples in the western region has started, with active transactions in Gansu and Shaanxi. The price of high - quality apples is expected to remain stable and firm in the short term, while the price of ordinary goods will remain stable. The stocking volume is lower than the same period last year, and attention should be paid to the stocking progress and出库 situation [3][4]. - Red dates: The price of red dates futures declined. The acquisition progress in Aksu and Alar has accelerated, and the price of new goods in the Hebei market is weakening. The inventory pressure is large, and the supply - demand contradiction has not been substantially alleviated. The actual consumption situation during the peak season will be the focus [7]. 3. Summary by Relevant Catalogs Apple Market News and Important Data - Futures: The closing price of the Apple 2601 contract was 9,504 yuan/ton, up 297 yuan/ton or 3.23% from the previous day [1]. - Spot: The price of 80 first - and second - grade late - Fuji in Shandong Qixia was 3.75 yuan/jin, unchanged from the previous day; the price of over 70 semi - commercial late - Fuji in Shaanxi Luochuan was 4.15 yuan/jin, unchanged from the previous day [1]. Recent Market Information - The出库 work of late - Fuji in the western region has started. In Gansu, merchants purchase goods as needed; in Shaanxi Xianyang, some merchants are actively purchasing farmers' goods. The quality of ground - traded goods in Shandong has slightly declined, and the price is slightly weak. The stocking work is entering the later stage, and the price of high - quality goods is expected to remain stable and firm, while ordinary goods will remain stable [2]. Market Analysis - The price of apple futures continued to rise. The出库 of late - Fuji in the west has started, and the price of high - quality goods is expected to be stable and firm, while ordinary goods will remain stable. The stocking work is in the later stage, and the stocking volume is lower than last year. The trading atmosphere in the sales area is still weak, and attention should be paid to the stocking and出库 progress [3]. Strategy - Neutral to bullish. Although the supply of late - Fuji has increased, the commercial rate this year is low, and merchants are cautious about ordering ordinary goods. The stocking volume is lower than last year [4]. Red Dates Market News and Important Data - Futures: The closing price of the Red Dates 2601 contract was 9,195 yuan/ton, down 170 yuan/ton or 1.82% from the previous day [5]. - Spot: The price of first - grade grey jujubes in Hebei was 8.90 yuan/kg, down 0.10 yuan/kg from the previous day [5]. Recent Market Information - The acquisition progress in Aksu and Alar has accelerated, and the price has slightly decreased. Merchants select suitable goods. The price in the Hebei market is weakening, and the price in the Guangdong market is stable. The price of spot goods is expected to be stable in the short term [6]. Market Analysis - The price of red dates futures declined. The acquisition progress in the production area has accelerated, and the price in the Hebei market is weakening. The inventory pressure is large, and the supply - demand contradiction has not been alleviated. The actual consumption during the peak season will be the focus [7]. Strategy - Neutral. The decline of red dates futures is obvious, and market gaming has increased. The new - season red dates in the main production areas have not been fully harvested. Attention should be paid to the acquisition price, fruit quality, and consumption during the peak season [8].

Group 1: Apple Report Industry Investment Rating - Neutral to bullish [4] Core View - The price of high - quality apples is expected to remain stable and firm, and attention should be paid to the total amount and structure of apple storage this week. The commodity rate of apples this year is low, and the storage volume is lower than the same period last year [3][4] Summary by Directory - **Market News and Important Data**: The closing price of Apple 2601 contract yesterday was 9,207 yuan/ton, a change of - 22 yuan/ton from the previous day, a decrease of 0.24%. The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.75 yuan/jin, with no change from the previous day. The price of Shaanxi Luochuan 70 semi - commodity late Fuji was 4.15 yuan/jin, with no change from the previous day [1] - **Recent Market Information**: The ground trading of late Fuji in the producing areas is coming to an end, and the western producing areas are gradually shifting to in - warehouse trading. The出库 price of the same quality is firmer than that during the purchase period. It is expected that the price of high - quality goods will remain stable and firm in the short term, and the price of general goods will remain stable. The peak of storage this week may occur [2] - **Market Analysis**: The apple futures price fell slightly yesterday. As the storage enters the later stage, the price of high - quality goods is expected to remain stable and firm. The trading atmosphere in the sales areas is still light, and the demand side is under pressure. The overall出库 price of farmers' goods is about 0.3 yuan higher than that on the ground [3] - **Strategy**: Neutral to bullish. The supply of late Fuji has increased, but the commodity rate this year is low. The storage volume is lower than the same period last year [4] Group 2: Red Dates Report Industry Investment Rating - Neutral [8] Core View - The recent decline of red date futures is obvious, and the market game has increased. The market expectation is relatively pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [7][8] Summary by Directory - **Market News and Important Data**: The closing price of Red Dates 2601 contract yesterday was 9,365 yuan/ton, a change of - 130 yuan/ton from the previous day, a decrease of 1.37%. The spot price of first - grade grey jujubes in Hebei was 9.00 yuan/kg, with no change from the previous day [5] - **Recent Market Information**: The purchase progress in Aksu and Alar regions has accelerated, and the price has slightly loosened. The purchase enthusiasm of enterprises is average. The new - season finished products in Hebei and Guangdong markets have been listed, with a small price adjustment. The purchase enthusiasm of downstream merchants is general [6] - **Market Analysis**: The red date futures price continued to decline yesterday. The raw material purchase in the producing areas is based on quality, and the purchase enthusiasm of enterprises is average. The inventory pressure is large, and the supply - demand contradiction has not been substantially alleviated. The quality of jujubes is better than that of the same period last year. The actual consumption situation in the consumption end will become another focus [7] - **Strategy**: Neutral. The red date futures have declined significantly recently, and the market expectation is pessimistic. Attention should be paid to the changes in purchase price, jujube quality and peak - season consumption [8]