红枣日报-宏观利好影响减退 盘面低开低走走弱

Market Dynamics - The Cangzhou market received nearly 30 trucks of goods, primarily from Xinjiang, with prices stable and Guangzhou receiving 2 trucks, leading to a slowdown in transactions[2] - The new season's production is expected to increase, with mainstream jujube orchards in Aksu and Alar regions yielding 800-900 kg per mu[2] - The harvest period is anticipated to begin at the end of October, approximately one week earlier than last year, with the frost date on October 23[2] Fundamental Analysis - The new season's jujube production is showing a recovery trend[3] - The seasonal peak is approaching, leading to faster sales in the downstream market[3] - The jujubes are currently in the drying phase, with concentrated harvesting expected by the end of the month[3] Technical Analysis - The main jujube futures contract (CJ2501) had a highest price of 9920 CNY/ton and a lowest price of 9720 CNY/ton, closing at 9770 CNY/ton, down 285 CNY/ton from the previous settlement[3] - The trading volume was 67,377 contracts, with an open interest of 72,256 contracts, indicating a bearish trend[3] Strategic Recommendations - It is advised for downstream clients to purchase based on needs, while upstream clients should focus on raw material procurement and consider hedging based on acquisition conditions[4] - The market is expected to experience wide fluctuations, with potential for short-term participation by investors[4] Risk Considerations - Attention should be paid to procurement policies in production areas, which may impact market dynamics[4]