20250924-格林期货-早班车_苹果_2页_202kb

Apple Futures Market Analysis Summary

Market Review

• Apple futures experienced a slight price decline, with the 2601 settlement closing at 8288 yuan/ton, down 0.04%.

Important Information

• Key apple harvest prices reported: Shandong region saw prices for late Fuji apples ranging from 3.80-4.00 yuan/lb (A grade) to 2.50-2.80 yuan/lb (C grade). Shaanxi region had prices starting from 4.70-4.80 yuan/lb for 70# late Fuji, with stable market conditions. Gansu region reported prices around 4.50 yuan/lb for late Fuji above 75#.

Market Logic

• Harvest activities resuming after rain cessation in Shaanxi and Gansu, shifting focus from early apples to inventory and demand. Reduced bagging is expected to limit supply, bolstering late Fuji prices; new season late Fuji could open higher due to expected yields and consumption demand growth.

Trading Strategy

• Maintain a long position on AP2601 until confirmed changes in supply and demand.