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农产品日报:嘎啦上量推迟,红枣交易减产预期-20250812
Hua Tai Qi Huo· 2025-08-12 06:29
Report Industry Investment Rating - Apple: Neutral [4] - Red dates: Neutral to bullish [9] Core Views - Apple's fundamentals have no prominent contradictions, and its short - term price is expected to remain stable. The new - season Gala apple's supply delay and low inventory support the price of inventory apples, but the overall market is in a light state. The quality of early - ripe apples is poor, and the arrival of red Gala apples may impact inventory fruits [3][4]. - Red dates' market is trading on the new - season production reduction expectations. The temperature in the production area is high, and the quality of new - season dates needs verification. The trading atmosphere in the sales area has improved, and the price of high - quality goods is strong. However, if the production reduction expectation is not fulfilled, the high inventory may put pressure on prices [8][9]. Market News and Important Data Apple - Futures: The closing price of the apple 2510 contract yesterday was 8127 yuan/ton, up 50 yuan/ton or 0.62% from the previous day [1]. - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.80 yuan/jin, unchanged from the previous day; the price of Shaanxi Luochuan 70 and above semi - commodity late Fuji was 4.50 yuan/jin, unchanged from the previous day [1]. Red dates - Futures: The closing price of the red dates 2601 contract yesterday was 11685 yuan/ton, up 145 yuan/ton or 1.26% from the previous day [5]. - Spot: The price of Hebei first - grade gray dates was 9.50 yuan/kg, up 0.20 yuan/kg from the previous day [5]. Market Analysis Apple - The apple futures price rose yesterday. The new - season Gala's supply delay and low inventory supported the price. The overall apple spot market was light, with low inventory supporting the price of inventory apples. The poor quality of early - ripe apples led to slow sales. The arrival of early - ripe fruits may impact inventory apples [3]. Red dates - The red dates futures price rose yesterday. The market is trading on new - season production reduction expectations. The temperature in the production area is high, and the quality of new - season dates needs verification. The trading atmosphere in the sales area has improved, and the inventory of sample points has decreased [8]. Strategy Apple - Maintain a neutral stance. The apple price is expected to remain stable in the short term [4]. Red dates - Adopt a neutral - to - bullish strategy. The short - term trend of the red dates market may be volatile and bullish, but high inventory may put pressure on prices if the production reduction expectation is not fulfilled [9].