Estimated reduction in apple production this year20% Pay attention to the weather impact in the later stage

SinafuturesThe heavyweight launch of the "Futures Big Shot Chats on Bulk Futures" futures expert continuous wheat activity, at the current time point,crude oilIs there any operational opportunity for threaded steel? Do pigs, eggs, and apples have any rebound expectations in the fourth quarter? This episode invites Shi Yueming, a gold medal analyst at Everbright Futures, to study recent investment hotspots.

Teacher Shi Yueming believes that the estimated reduction in apple production this year20%With the gradual increase in apple consumption in autumn and winter, the fact of reduced production will gradually be traded into the market.

On the other hand, in the fruit stage of Apple, attention should be paid to9The weather conditions in the apple producing areas in the middle and late months may affect the color of apples, further reducing the number of deliverable fruits and having a significant boosting effect on the subsequent price of apples.

The following is a transcript (with some deletions):

Host: Apple, you also think there will be opportunities this year. A few days ago during our live broadcast, a teacher mentioned that the international situation is uncertain and it is difficult to see clearly. You can pay more attention to some domestic varieties that can be priced, and also mentioned that peanuts and apples can be seen more. Some investors have also mentioned that the plates of peanuts and apples are a bit small, as if the control is more severe, unless there is a clear trend that can emerge. What do you think of the apple? Will there be anything different happening on the production or consumption end this year?

Shi Yueming: Previously, we expected apple production to decrease this year. Now, based on a rough estimate, the magnitude of apple production reduction in the northwest region is basically25%What is the reduction in apple production in Shandong region15%. Overall, it is highly likely that apple production will decrease this year20%The amplitude of. Because during the summer, we have not yet dealt with the reduction in apple production, as more of the fruits we consume may be concentrated on fruits such as melons and peaches. During the autumn and winter seasons, our consumption of apples gradually increases, and the fact of reduced production will gradually enter our market.

Recently, regarding Apple's10Contracts, we will also pay attention to them9The impact of the weather in the apple production area in the middle and late months on apples is that they have gradually entered a fruiting stage. What is the color of the apples? Because the delivery of apples has relatively high requirements for apples, if9Extreme weather conditions such as frost or deviant weather may occur in the middle and late months, which may affect the color of apples and thus affect whether they can become a fruit. If the quantity or proportion of high-quality apples in the future is relatively low, it will affect the expectation of apple production reduction this year, further reducing the number of deliverable fruits, and will also have a significant boosting effect on the subsequent price of apples.

Host: Investors can take a look because this year's weather has indeed been quite abnormal, with some areas experiencing drought and some areas experiencing rain. If there is a certain degree of reduction in apple production, there is at least one story to tell, or the fundamentals are relatively strong.

Teacher Shi, to be honest, thisKThe line is the long-awaited multiple moving averages that I have recently seen, and it is one of the few varieties that stands above all moving averages. It is indeed a rare opportunity.