The Apple market is caught in a game of "supply support" versus "demand restraint"

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In 2026, the apple market is caught in a game of “supply support” versus “demand restraint.” The reality of “limited quantity and poor quality” on the supply side provides a solid price floor, with low inventory and a shortage of high-quality sources further strengthening this support logic. However, the weak expectation of “high prices leading to reduced sales” continues to suppress upward momentum, with weak end-user consumption and insufficient market acceptance being the core constraints. The contradictions between supply and demand will dominate the subsequent market trend, with prices likely fluctuating around a balance between supply support and demand pressure. High-quality sources may maintain relatively firm prices due to their scarcity, while ordinary sources face price volatility pressures caused by insufficient demand. Based on current fundamentals, market consumption, though somewhat biased, remains within an acceptable range. If actual demand declines are controlled within a reasonable range later on, the market is still expected to move toward a slightly stronger pattern. (Futures Daily)

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