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 瑞达期货生猪产业日报-20251028
 Rui Da Qi Huo· 2025-10-28 09:29
生猪产业日报 2025-10-28 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 12160 | -170 主力合约持仓量:生猪(日,手) | 117248 | 7747 | | | 仓单数量:生猪(日,手) | 206 | 0 期货前20名持仓:净买单量:生猪(日,手) | -30906 | 694 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 12600 | 300 生猪价 吉林 四平(日,元/吨) | 12600 | 200 | | | 生猪价 广东 云浮(日,元/吨) | 12300 | 200 生猪主力基差(日,元/吨) | 440 | 470 | | 上游情况 | 生猪存栏(月,万头) | 42447 | 716 生猪存栏:能繁母猪(月,万头) | 4038 | -4 | | 产业情况 | CPI:当月同比(月,%) | -0.3 | 0.1 现货价:豆粕:张家港(日,元/吨) | 2970 | 10 | |  ...
 瑞达期货国债期货日报-20251028
 Rui Da Qi Huo· 2025-10-28 09:28
国债期货日报 2025/10/28 | 项目类别 | 数据指标 最新 环比 项目 最新 | | | | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | T主力收盘价 75068 | 108.415 | 0.25% T主力成交量 | | -874↓ | | | TF主力收盘价 67869 | 105.895 | 0.15% TF主力成交量 | | 9745↑ | | | TS主力收盘价 39423 | 102.466 | 0.08% TS主力成交量 | | 9448↑ | | | TL主力收盘价 123331 | 115.960 | 0.55% TL主力成交量 | | 9625↑ | | 期货价差 | TL2512-2603价差 -7.54 | 0.27 | -0.03↓ T12-TL12价差 | | -0.32↓ | | | T2512-2603价差 | 0.32 | -0.01↓ TF12-T12价差 | -2.52 | -0.09↓ | | | TF2512-2603价差 | 0.12 | -0.01↓ TS12-T12价差 | -5.95 | -0 ...
 瑞达期货尿素产业日报-20251028
 Rui Da Qi Huo· 2025-10-28 09:28
 1. Report Industry Investment Rating - Not provided in the content   2. Core Viewpoints of the Report - Recently, the shipment of urea enterprises has improved slightly, but most of them only maintain a weak balance between production and sales. With some devices shut down for maintenance, the rising trend of enterprise inventory has slowed down, and the domestic urea enterprise inventory only increased slightly last week. However, according to the progress of agriculture, the duration of future demand is limited, and the inventory may still show an increasing trend. The UR2601 contract is expected to fluctuate in the range of 1,600 - 1,660 yuan in the short term [2].   3. Summary According to Related Catalogs  3.1 Futures Market - The closing price of the Zhengzhou urea main contract is 1,635 yuan/ton, a decrease of 5 yuan; the 1 - 5 spread is -73 yuan/ton, unchanged; the main contract position is 273,001 lots, a decrease of 8,953 lots; the net position of the top 20 is -32,661; the exchange warehouse receipt is 2,970 sheets, a decrease of 2,318 sheets [2].  3.2 Spot Market - The spot prices in Hebei, Henan, Jiangsu, Shandong, and Anhui are 1,630 yuan/ton (up 30 yuan), 1,590 yuan/ton (up 20 yuan), 1,610 yuan/ton (up 40 yuan), 1,610 yuan/ton (unchanged), and 1,590 yuan/ton (up 20 yuan) respectively. The basis of the Zhengzhou urea main contract is -25 yuan/ton, an increase of 5 yuan. The FOB prices in the Baltic and Chinese main ports are 348.5 US dollars/ton and 375 US dollars/ton respectively, both unchanged [2].  3.3 Industry Situation - The port inventory is 210,000 tons, a decrease of 236,000 tons; the enterprise inventory is 1.6302 million tons, an increase of 14,800 tons. The urea enterprise operating rate is 78.03%, a decrease of 2.61 percentage points; the daily output is 182,600 tons, a decrease of 6,000 tons. The urea export volume is 1.37 million tons, an increase of 570,000 tons; the monthly output is 5,738,670 tons, a decrease of 190,010 tons [2].  3.4 Downstream Situation - The compound fertilizer operating rate is 27.71%, an increase of 3.53 percentage points; the melamine operating rate is 48.3%, a decrease of 6.88 percentage points. The weekly profit of compound fertilizer is 153 yuan/ton, a decrease of 14 yuan; the weekly profit of melamine with externally - purchased urea is 220 yuan/ton, a decrease of 8 yuan. The monthly output of compound fertilizer is 4.6618 million tons, a decrease of 651,500 tons; the weekly output of melamine is 24,100 tons, a decrease of 3,300 tons [2].  3.5 Industry News - As of October 22, the total inventory of Chinese urea enterprises was 1.6302 million tons, a week - on - week increase of 0.92%. As of October 23, the sample inventory of Chinese urea ports was 210,000 tons, a week - on - week decrease of 52.91%. As of October 23, the output of Chinese urea production enterprises was 1.2779 million tons, a week - on - week decrease of 3.23%; the capacity utilization rate was 78.03%, a week - on - week decrease of 2.61% [2].  3.6 Suggested Attention - Pay attention to the enterprise inventory, port inventory, daily output, and operating rate data from Longzhong on Thursday [2]
 瑞达期货玉米系产业日报-20251027
 Rui Da Qi Huo· 2025-10-27 11:22
 Report Summary  1. Report Industry Investment Rating - Not provided   2. Core Views - **Corn**: With the approaching harvest season, the supply of new corn is increasing, putting downward pressure on prices. In the US, although the estimated yield per unit is lower than the previous forecast, the overall supply pressure is still increasing. In China, the harvest progress in the Northeast has exceeded 40%, and the yield per unit has increased significantly. However, the trading volume is slow, and the purchase price has declined slightly. In the North China and Huanghuai regions, the purchase price has continued to weaken due to high moisture and low-quality new grain. The corn futures price has fallen again, and the strategy of shorting on rallies is recommended [2][3]. - **Corn Starch**: The increase in the supply of raw corn has weakened the cost support for corn starch. The substitution advantage of tapioca starch has continued to squeeze the market demand for corn starch. However, the industry's operating rate has been lower than the same period in previous years, and the supply pressure is not significant. Recently, the company's orders and shipments have been good, and the inventory has slightly declined. The starch market is still in a bearish trend, and a bearish strategy is maintained [3].   3. Summary by Relevant Catalogs  Futures Market - **Corn**: The closing price of the active contract was 2112 yuan/ton, down 105 yuan; the monthly spread (1 - 5) was -16 yuan/ton, up 24 yuan; the trading volume of the active contract was 13,618 lots, and the net long position of the top 20 traders was -78,853 lots, down 5,574 lots; the registered warehouse receipts were 0 lots [2]. - **Corn Starch**: The closing price of the active contract was 2425 yuan/ton, up 6 yuan; the monthly spread (11 - 1) was 24 yuan/ton; the trading volume of the active contract was 211,606 lots, down 74 lots; the net long position of the top 20 traders was -58,907 lots; the registered warehouse receipts were 61,968 lots [2]. - **CS - C Spread**: The spread of the main contract was 348 yuan/ton, down 4 yuan [2].   Outer Market - **CBOT Corn**: The closing price of the active contract was 424 cents/bushel, down 3.75 cents; the total position was 1,543,065 contracts, up 13,269 contracts; the non - commercial net long position was -51,186 contracts, down 15,017 contracts [2].   Spot Market - **Corn**: The average spot price was 2242.55 yuan/ton, down 6.08 yuan; the FOB price at Jinzhou Port was 2140 yuan/ton, down 20 yuan; the CIF price of imported corn was 1982.02 yuan/ton, up 0.37 yuan; the international freight of imported corn was 0 US dollars/ton [2]. - **Corn Starch**: The ex - factory price in Changchun was 2510 yuan/ton, unchanged; in Weifang was 2750 yuan/ton, unchanged; in Shijiazhuang was 2680 yuan/ton, unchanged. The basis of the main contract was 85 yuan/ton, up 16 yuan [2]. - **Substitute Products**: The average spot price of wheat was 2475 yuan/ton, up 8.83 yuan; the spread between tapioca starch and corn starch was 298 yuan/ton, down 1 yuan; the spread between corn starch and 30 - powder was -193 yuan/ton, down 10 yuan [2].   Upstream Situation - **Sowing Area and Yield Forecast**: The sowing area in the US was 42.711 million hectares, and the yield was 36.44 million tons, up 0.55 million tons; in Brazil, the sowing area was not provided, and the yield was 131 million tons, unchanged; in Argentina, the sowing area was 5.3 million hectares, and the yield was 7.5 million tons, unchanged; in China, the sowing area was 29.5 million hectares, and the yield was 44.3 million tons, unchanged; in Ukraine, the yield was 32 million tons, unchanged [2].   Industry Situation - **Inventory**: The inventory at southern ports was 9.3 million tons; at northern ports was 11 million tons; the deep - processing inventory was 203.6 million tons, down 8.2 million tons; the weekly inventory of starch enterprises was 114 million tons, down 5.9 million tons [2]. - **Import and Export**: The monthly import volume of corn was 2 million tons; the monthly export volume of corn starch was 12,780 tons, down 2,020 tons [2]. - **Production**: The monthly production of feed was 201.5 million tons [2].   Downstream Situation - **Consumption**: The weekly consumption of deep - processed corn was 4.02 million tons [2]. - **Operating Rate**: The operating rate of alcohol enterprises was 61.67%, up 8.48%; the operating rate of starch enterprises was 55.62%, down 1.12% [2]. - **Processing Profit**: The processing profit of corn starch in Shandong was 135 yuan/ton, up 40 yuan; in Hebei was 84 yuan/ton, unchanged; in Jilin was 95 yuan/ton, up 10 yuan [2].   Option Market - **Historical Volatility**: The 20 - day historical volatility of corn was 8.91%, up 0.6%; the 60 - day historical volatility was 7.15%, up 0.23% [2]. - **Implied Volatility**: The implied volatility of at - the - money call options for corn was 13.1%, up 3.34%; the implied volatility of at - the - money put options was 13.1%, up 3.33% [2].   Industry News - The US government shutdown has led to the suspension of the release of the CFTC's position report and the USDA's crop progress report, causing cautious trading in the market [2]. - As of October 22, the sown area of corn in Argentina in the 2025/26 season accounted for 33.8% of the total expected area, 3.9% higher than a week ago [2].   Key Points of Attention - The weekly consumption of corn and the operating rate and inventory of starch enterprises on Thursday and Friday as reported by Mysteel [3]
 瑞达期货螺纹钢产业链日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:40
研究员: 蔡跃辉 期货从业资格号F0251444 期货投资咨询从业证书号Z0013101 免责声明 螺纹钢产业链日报 2025/10/27 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | RB主力合约收盘价(元/吨) | 3,100.00 | +54↑ RB主力合约持仓量(手) | 1953001 | -97544↓ | | | RB合约前20名净持仓(手) | -112104 | +32581↑ RB1-5合约价差(元/吨) | -59 | +4↑ | | | RB上期所仓单日报(日,吨) | 150419 | 0.00 HC2601-RB2601合约价差(元/吨) | 199 | -5↓ | | 现货市场 | 杭州 HRB400E 20MM(理计,元/吨) | 3,280.00 | +30↑ 杭州 HRB400E 20MM(过磅,元/吨) | 3,364 | +31↑ | | | 广州 HRB400E 20MM(理计,元/吨) | 3,290.00 | +20↑ 天津 HRB40 ...
 瑞达期货热轧卷板产业链日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:12
 Group 1: Report Industry Investment Rating - No relevant content   Group 2: Core Viewpoints of the Report - On Monday, the HC2601 contract increased in price with reduced positions. There was a preliminary consensus on multiple important economic and trade issues in the negotiation, and the Fed's interest - rate cut expectation supported steel prices. The weekly output of hot - rolled coils increased slightly, terminal demand rebounded, and inventory declined. Technically, the 1 - hour MACD indicator of the HC2601 contract showed that DIFF and DEA were rising. The operation strategy is to be bullish with oscillations, paying attention to rhythm and risk control [2]   Group 3: Summary by Relevant Catalogs  Futures Market - The closing price of the HC main contract was 3,299 yuan/ton, up 49 yuan; the position volume was 1,482,730 lots, down 18,766 lots; the net position of the top 20 in the HC contract was - 53,875 lots, down 4,034 lots; the HC1 - 5 contract spread was - 13 yuan/ton, up 2 yuan; the HC warehouse receipt at the SHFE was 134,667 tons, down 2,398 tons; the HC2601 - RB2601 contract spread was 199 yuan/ton, down 5 yuan [2]  Spot Market - The price of 4.75 hot - rolled coils in Hangzhou was 3,360 yuan/ton, up 30 yuan; in Guangzhou was 3,300 yuan/ton, up 30 yuan; in Wuhan was 3,370 yuan/ton, up 20 yuan; in Tianjin was 3,220 yuan/ton, up 20 yuan. The basis of the HC main contract was 61 yuan/ton, down 19 yuan; the price difference between hot - rolled coils and rebar in Hangzhou was 80 yuan/ton, unchanged [2]  Upstream Situation - The price of 61.5% PB fines at Qingdao Port was 784 yuan/wet ton, up 2 yuan; the price of Hebei quasi - first - grade metallurgical coke was 1,540 yuan/ton, unchanged; the price of 6 - 8mm scrap steel in Tangshan was 2,230 yuan/ton, unchanged; the price of Hebei Q235 billet was 2,950 yuan/ton, up 10 yuan. The inventory of iron ore at 45 ports was 144.2065 million tons, up 1.3895 million tons; the coke inventory of sample coking plants was 373,700 tons, down 1,200 tons; the coke inventory of sample steel mills was 6.3327 million tons, down 60,000 tons; the inventory of Hebei billets was 1.2873 million tons, down 12,300 tons [2]  Industry Situation - The blast furnace operating rate of 247 steel mills was 84.73%, up 0.48%; the blast furnace capacity utilization rate was 89.92%, down 0.39%. The hot - rolled coil output of sample steel mills was 3.2246 million tons, up 6,200 tons; the capacity utilization rate of hot - rolled coils was 82.37%, up 0.16%. The factory inventory of hot - rolled coils of sample steel mills was 773,500 tons, down 5,000 tons; the social inventory of hot - rolled coils in 33 cities was 3.3757 million tons, down 37,700 tons. The domestic crude steel output was 73.49 million tons, down 3.88 million tons; the net export volume of steel was 9.92 million tons, up 910,000 tons [2]  Downstream Situation - The monthly output of automobiles was 3.2758 million vehicles, up 460,400 vehicles; the monthly sales of automobiles were 3.2264 million vehicles, up 369,800 vehicles. The monthly output of air conditioners was 18.0948 million units, up 1.276 million units; the monthly output of household refrigerators was 10.1276 million units, up 674,400 units; the monthly output of household washing machines was 11.7849 million units, up 1.653 million units [2]  Industry News - The Ministry of Industry and Information Technology solicited public opinions on the "Implementation Measures for Capacity Replacement in the Iron and Steel Industry (Draft for Comment)", which prohibited the increase of the total steel production capacity in key areas and the transfer of steel production capacity between different key areas. Hebei's Tangshan, Langfang, Handan, and Baoding launched a level - II emergency response for heavy pollution weather on October 27 at 12:00. Some steel mills in Tangshan extended the sintering machine production - restriction time to the end of October, and blast furnaces were shut down by 30% according to capacity, which was estimated to affect the daily hot - metal output by 91,000 tons and 409,500 tons in 4.5 days [2]
 瑞达期货菜籽系产业日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:12
 Report Summary  1. Report Industry Investment Rating No relevant content provided.   2. Core Viewpoints - The rapeseed meal market is in a situation of weak supply and demand. Domestically, the supply of Canadian rapeseed imports in the fourth quarter is restricted, but the demand for rapeseed meal decreases as the temperature drops and soybean supply is relatively abundant. The overall trend of rapeseed meal is weak, and attention should be paid to China - Canada and China - US trade policies [2]. - The rapeseed oil market is also affected by multiple factors. The initial ruling on anti - dumping policies for Canadian rapeseed is in place, and the supply of imported rapeseed is expected to tighten structurally in the fourth quarter, supporting rapeseed oil prices. However, the abundant supply of soybean oil weakens the demand for rapeseed oil, and it is necessary to continue to follow the trend of China - Canada trade policies [2].   3. Summary by Related Catalogs  3.1 Futures Market - Futures prices: The closing price of the active contract of rapeseed oil is 9748 yuan/ton, down 13 yuan; that of rapeseed meal is 2335 yuan/ton, up 10 yuan; the closing price of the active contract of ICE rapeseed is 632.4 Canadian dollars/ton, down 1.1 Canadian dollars; and that of rapeseed is 5344 yuan/ton, up 19 yuan [2]. - Spreads and positions: The 1 - 5 spread of rapeseed oil is 383 yuan/ton, down 1 yuan; that of rapeseed meal is 12 yuan/ton, down 13 yuan. The net long positions of the top 20 futures holders for rapeseed oil are 7501 lots, down 415 lots; for rapeseed meal are - 108969 lots, down 334 lots [2]. - Warehouse receipts: The number of rapeseed oil warehouse receipts is 7540 sheets, unchanged; that of rapeseed meal is 4050 sheets, down 210 sheets [2].   3.2现货市场 - Spot prices: The spot price of rapeseed oil in Jiangsu is 10000 yuan/ton, down 50 yuan; that of rapeseed in Yancheng, Jiangsu is 5700 yuan/ton; that of rapeseed meal in Nantong is 2410 yuan/ton, down 10 yuan. The average price of rapeseed oil is 10117.5 yuan/ton, down 50 yuan, and the import cost of imported rapeseed is 7529.12 yuan/ton, down 10.16 yuan [2]. - Basis: The basis of the rapeseed oil main contract is 239 yuan/ton, down 54 yuan; that of the rapeseed meal main contract is 75 yuan/ton, down 20 yuan [2]. - Substitute prices: The spot price of fourth - grade soybean oil in Nanjing is 8470 yuan/ton, up 30 yuan; that of 24 - degree palm oil in Guangdong is 9030 yuan/ton, up 30 yuan; that of soybean meal in Zhangjiagang is 2960 yuan/ton, unchanged [2].   3.3 Upstream Situation - Production and imports: The global rapeseed production forecast is 90.96 million tons, up 1.38 million tons; the annual forecast production of rapeseed is 13446 thousand tons, up 1068 thousand tons. The total rapeseed import volume is 11.53 million tons, down 13.13 million tons; the import volume of rapeseed oil and mustard oil is 16 million tons, up 2 million tons; the import volume of rapeseed meal is 15.77 million tons, down 5.57 million tons [2]. - Inventory and operating rates: The total inventory of rapeseed in oil mills is 3 million tons, down 2 million tons. The weekly operating rate of imported rapeseed is 2.93%, down 0.27 percentage points [2].   3.4产业情况 - Inventory: The coastal rapeseed oil inventory is 5.2 million tons, down 0.8 million tons; the coastal rapeseed meal inventory is 0.78 million tons, down 0.37 million tons. The rapeseed oil inventory in East China is 49.9 million tons, down 1 million tons; the rapeseed meal inventory in East China is 27.2 million tons, down 0.7 million tons. The rapeseed oil inventory in Guangxi is 2.9 million tons, up 0.1 million tons; the rapeseed meal inventory in South China is 22.1 million tons, down 0.4 million tons [2]. -提货量: The weekly rapeseed oil提货量 is 1.63 million tons, up 1.41 million tons; the weekly rapeseed meal提货量 is 0.97 million tons, down 0.12 million tons [2].   3.5下游情况 - Production: The monthly production of feed is 3128.7 million tons, up 201.5 million tons; the monthly production of edible vegetable oil is 495 million tons, up 44.4 million tons [2]. - Consumption: The monthly social retail sales of catering revenue is 4508.6 billion yuan, up 12.9 billion yuan [2].   3.6期权市场 - Implied volatility: The implied volatility of at - the - money call options for rapeseed meal is 19.43%, down 0.48 percentage points; that of at - the - money put options is 19.43%, down 0.49 percentage points. The implied volatility of at - the - money call options for rapeseed oil is 13.12%, up 0.41 percentage points; that of at - the - money put options is 13.1%, up 0.42 percentage points [2]. - Historical volatility: The 20 - day historical volatility of rapeseed meal is 23.23%, down 1.47 percentage points; the 60 - day historical volatility is 25.01%, up 0.02 percentage points. The 20 - day historical volatility of rapeseed oil is 15.58%, down 0.4 percentage points; the 60 - day historical volatility is 14.72%, down 0.03 percentage points [2].   3.7行业消息 - ICE rapeseed futures closed lower on October 24 due to the decline in other vegetable oil prices but still recorded a weekly gain. The most actively traded January rapeseed futures contract fell 1.30 Canadian dollars to settle at 632.50 Canadian dollars per ton [2]. - The harvest in the US Midwest is progressing actively due to favorable weather conditions, and the expected high yield of US soybeans restricts its market price. China has not ordered US soybeans for the current year, and the export pressure of US soybeans remains. However, the China - US economic and trade consultations in Malaysia from the 25th to the 26th supported the US soybean market price [2].   3.8重点关注 - The rapeseed operating rate and the rapeseed oil and meal inventory in each region announced by myagricultural.com on Monday, as well as the trends of China - Canada and China - US trade relations [2].
 瑞达期货苹果产业日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:12
当前新果好货难寻及优果优价的情况下,预计短期苹果期价仍维持震荡偏强运行。 数据来源第三方(我的农产品网、中果网、郑商所),观点仅供参考,市场有风险,入市需谨慎! 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 苹果产业日报 2025-10-27 | 项目类别 | 数据指标 数据指标 | 最新 | 环比 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:苹果(日,元/吨) 86 主力合约持仓量:苹果(日,手) | 8936 | | | 143040 | 1 ...
 瑞达期货红枣产业日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:06
 Report Summary  1. Report Industry Investment Rating - Not provided in the content   2. Core View - The probability of the jujube price continuing to decline increases as the supply - side pressure will gradually emerge in the future market. Attention should be paid to the mainstream purchase price and quality of new jujubes [2]   3. Summary by Relevant Catalogs  Futures Market - The closing price of the main jujube futures contract is 10,390 yuan/ton, down 360 yuan; the main contract's open interest is 185,516 lots, down 2,314 lots; the net long position of the top 20 futures holders is - 4,828 lots, up 5,613 lots; the number of warehouse receipts is 0; the total effective warehouse receipt forecast is 0 [2]  Spot Market - The unified price of Kashi jujubes is 7.5 yuan/kg, unchanged; the wholesale price of first - class Hebei gray jujubes is 4.8 yuan/jin, up 0.05 yuan; the unified price of Alar jujubes is 7.15 yuan/kg, unchanged; the wholesale price of first - class Henan gray jujubes is 4.75 yuan/jin; the unified price of Aksu jujubes is 6.75 yuan/kg, unchanged; the price of Henan's special - grade jujubes is 10.5 yuan/kg, unchanged; the price of Hebei's special - grade jujubes is 10.64 yuan/kg, down 0.01 yuan; the price of Guangdong's special - grade jujubes is 11.6 yuan/kg, unchanged; the price of Guangdong's first - class jujubes is 10.6 yuan/kg, unchanged [2]  Upstream Market - The annual jujube output is 6.069 million tons, up 3.187 million tons; the jujube planting area is 1.993 million hectares, down 41,000 hectares [2]  Industry Situation - The national jujube inventory is 9,103 tons, up 94 tons; the monthly jujube export volume is 2,283,671 kg, down 81,222 kg; the cumulative monthly jujube export volume is 23,548,402 kg, up 2,283,671 kg [2]  Downstream Situation - The cumulative quarterly jujube sales volume of HaoXiangNi is - 2,981.06 tons; the cumulative quarterly jujube output of HaoXiangNi is 36,480.43 tons, with a year - on - year increase of 1.47%; the cumulative quarterly jujube sales volume of HaoXiangNi has a year - on - year decrease of 34.59% [2]  Industry News - In the Hebei Cuierzhuang market, a small amount of goods arrived at the parking area, and the prices were stable. A small amount of new goods arrived, with the reference price of special - grade jujubes at 11.50 yuan/kg and first - class jujubes at 10.50 yuan/kg, and the trading was average. In the Guangdong Ruyifang market, 6 trucks of goods arrived, and the prices were stable, with high - quality goods showing a stronger trend, and merchants purchasing according to demand. Affected by the solar terms, the gray jujube harvest time is earlier than last year, and the market focus is on the goods available for making warehouse receipts [2]  Viewpoint Summary - As of October 23, 2025, the physical inventory of 36 sample points of jujubes this week is 9,103 tons, an increase of 94 tons from last week, a month - on - month decrease of 1.04%, and a year - on - year increase of 109.22%. The new - season jujubes have not been fully harvested, but inland jujube merchants have gone to the production areas to purchase goods. Some merchants are actively ordering new - season raw materials, and some are purchasing old - season jujubes. The purchase progress in Hotan and Qiemo areas is relatively fast [2]
 瑞达期货白糖产业日报-20251027
 Rui Da Qi Huo· 2025-10-27 10:05
白糖产业日报 2025-10-27 需求处于季节性回落中,预计后期成品糖及饮料用货减少。不过盘面价格受成本支撑,预计价格震荡为主 。 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:白糖(日,元/吨) | 5445 | -1 主力合约持仓量:白糖(日,手) | 401598 | -6562 -189 | | | 仓单数量:白糖(日,张) | 7795 | -390 期货前20名持仓:净买单量:白糖(日,手) | -79016 | | | | 有效仓单预报 ...