On April 5th, Xinhua-China (Yuncheng) Apple Price Index reported 1 153.29 points, up 27 points or 2.4% from the previous period. Compared with the base period, it increased by 153.29 points or 15.33%.
Figure 1 Xinhua-China (Yuncheng) Apple Price Index Trend, data source: Xinhua Index.
According to the index monitoring, as of April 5th, the average price of Fuji apples with 80 and 85 specifications of paper film was 2.20 yuan/kg, that of Fuji apples with 80 and 85 specifications of film bag was 1. 16 yuan/kg, that of Fuji apples with 75 specifications of paper bag was 3.50 yuan/kg, and that of Fuji apples with 80 and 85 specifications of film bag was 3.50 yuan/kg.
The survey shows that at present, fruit farmers in Yuncheng production area have a positive attitude, mainly because they ship with them on the market, and suppliers with high-quality goods are reluctant to sell.
During the Qingming stocking period, the overall shipment volume of the production area increased compared with the previous period, and the merchants purchased on demand, and the price was determined by quality.
The actual transactions are mainly paper-wrapped apples, and the transactions of film-wrapped apples are gradually decreasing. The surplus of paper bag apples is mostly high-end supply, and the market has risen significantly.
Table 1 Average price of various specifications in Yuncheng production area (March 30-April 5, 2022) (unit: RMB/kg), data source: Xinhua Index.
In terms of the national spot market, the demand for the Qingming small holiday has been boosted, and the delivery situation in the production and sales areas has improved significantly.
In the market of producing areas, the inventory of supply-side producing areas is gradually declining, and the quality of fruit farmers' supply is uneven. Fruit farmers with high-quality goods are reluctant to sell at high prices.
On the demand side, boosted by the demand for Qingming small holiday, the merchants in the producing areas are more active in purchasing, paying attention to packaging their own sources, and picking suitable fruits and agricultural products to send to the market as needed. A small amount of fruit and agricultural products from Shaanxi producing areas began to sweep the tail.
Compared with the previous period, the overall volume of goods in the production area market increased significantly, the price of high-quality and good goods rose, the quality of general goods declined, the market weakened and the market differentiation was obvious.
According to Zhuo Chuang information data, as of March 3 1 day, the storage capacity of cold storage in national production areas was about 5.463 million tons, a decrease of 328 1 10,000 tons compared with March 24.
Among them, Shaanxi's storage capacity accounted for about 36.4%, down 3.4 percentage points from the previous period; The storage capacity ratio of Shandong is about 4 1.2%, which is 1.9 percentage points lower than the previous period.
Table 2 Zhou Du price of apples in some main producing areas (2022.3.27-4.2) (unit: RMB/kg), data source: Zhuochuang Information.
Note: Green font means lower than last period, red font means higher than last period, and black font means the same as last period.
In terms of the wholesale market in the sales area, driven by the demand for household reserves in some areas superimposed by the Qingming small holiday, the terminal consumption has improved, the purchase volume of community distribution, supermarkets and other channels has increased, the sales volume of high-quality goods has increased, and the overall delivery rhythm has accelerated.
Table 3 Price of Fuji Apple in Beijing Xinfadi Agricultural Products Wholesale Market (April 5, 2022) (unit: RMB/kg), data source: official website, Beijing Xinfadi Agricultural Products Wholesale Market.
In the futures market, the price of apple futures fluctuated and rose.
As of April 1, the AP2205 contract closed at 103 18 yuan/ton, up 4 18 yuan/ton from March 29th, with an increase of 4.22%.
On the whole, the inventory of producing areas is gradually declining, the quantity of high-quality goods is limited, and the cost is high. In the short term, the supply of seasonal substitute fruits is reduced, and the impact is reduced. In some areas, the demand for household reserves affected by the epidemic is increasing, which will provide support for the market in the short term.
However, it should be noted that the holiday effect of Qingming small holiday has been digested by the market, and the problem of overlapping fruit quality has begun to stand out. Under the influence of multiple factors, it is expected that the overall market of apple producing areas will fluctuate and adjust, the boutique market will rise steadily, the differentiation from the ordinary commodity market will continue, and the price difference will expand.
Therefore, it is suggested that fruit farmers and traders should arrange their sales plans reasonably and deliver goods in time according to the supply situation.
In the future, we need to pay close attention to the abnormal weather and destocking in the producing areas.
Article source: Xinhua News Agency client