策略观点春节期间,受柑橘类替代冲击,苹果价格平稳运行。不过水果旺季消费加持下,整体走货较为顺畅。节后市场备货消耗较大,剩余库存量明显低于去年同期,后市累库风险的预期降低,市场对苹果估值存上调预期。在此看涨预期下,客商补货囤货的积极性上升,支撑盘面回暖。然而,与产区火热交易形成对比的是,节后销区淡季来临,终端走货偏缓,对高价货接受度不高。进入月底,客商开始趋于按需拿货,产区交易热度下降。当前,低库存...
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