随着夏季时令水果集中上市,苹果需求季节性下滑,苹果走货较五一前明显放缓。不过,本季总库存量偏低,加之前期去库进度良好,目前库存水平处于历史低位,对现货价格托底作用显著。新季生长方面,4月中旬的大风沙尘天气,致使西北部分地区坐果率不佳,之后又面临持续高温干旱天气,引发市场对新季减产的担忧。但也需注意,今年主产区未遭遇霜冻,整体花量充裕,坐果问题主要也集中在西部地区,且近期的降雨降温天气缓解了旱情。...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.