Domestic disk: Apple futures 2110 contract has a maximum of 6284, a minimum of 6142, and a closing of 6155, which is -1.83% from the previous trading day; trading volume is 309941; positions are 293584, -5352.
News: According to Zhongguo.com, as the temperature rises, the time for selling apples in the warehouse is getting shorter and shorter, and the mentality of merchants and fruit farmers to ship shipments is obviously urgent. At present, the transaction is mostly based on the quality of the price, and the price is slightly confused. However, the buyers who take the goods are not very enthusiastic about purchasing. Most of them are picking and replenishing goods on demand, and the consumption of goods is slow.
In terms of spot: Shandong Yantai Qixia Paper Bag Red Fuji 80# and above the first and second grade prices are around 2.3 yuan/jin, the paper bag Fuji 80# first and second grade red price is 2.5-2.6 yuan/jin (customer).
Position analysis: The top 20 Apple futures contracts of the Zhengzhou Commodity Exchange had 19,822 long positions on that day, -8921; short positions 229,407, -9173; net short positions were 31,585 lots.
Summary: As of the beginning of July, the national apple cold storage inventory was around 2.8 million tons, still higher than the level of the same period last year, and the rate of depot storage remained stable. In terms of production area, Shaanxi and Shandong cold storage are in the clearing stage, and the price of good fruit from customers is relatively strong, and the transaction is mainly based on quality; the supply of fruit farmers in Shandong cold storage is relatively sufficient, and the fruit farmers are generally eager to ship. Mainly. In the sales area, the quantity of nectarines and melons in the north has increased. Due to the impact of seasonal fresh fruits, the apples in the warehouse are still unsatisfactory. The current remaining stock of apple sales time is getting shorter and shorter, and fruit farmers and merchants have begun to worry about the shipment mentality. The market outlook is guarded against the risk of lowering the spot price. It is suggested that Apple's 2110 contract should wait and see for the time being.
