瑞达期货红枣产业日报-20250703

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The inventory of the 36 sample points in the 26th week was 10,688 tons, an increase of 8 tons from the previous week, a month - on - month increase of 0.07% and a year - on - year increase of 71.86%. The inventory of the sample points increased slightly this week. The market focus has shifted to new crops as the production area is in the fruit - setting period. Recently, there has been high - temperature weather in Xinjiang, and the risk of high - temperature heat damage to jujubes and other forest fruits is relatively high, which boosts the jujube futures price to fluctuate strongly in the short term. Weather conditions should be continuously monitored [2] 3. Summary by Relevant Catalog 3.1 Futures Market - The closing price of the main futures contract for jujubes was 1320 yuan/ton, and the main contract's open interest was 10,995 hands. The net long position of the top 20 futures holders was 238 hands, and the number of warehouse receipts was 8,650, a decrease of 14,913. The effective warehouse receipt forecast was 534. The price of Kashgar jujube bulk goods was 15.52 yuan/kg [2] 3.2 Spot Market - The price of first - grade grey jujubes in Hebei was 5.2 yuan/jin, and in Henan was 4.35 yuan/jin. The price of bulk jujubes in Alar was 4.35 yuan/kg, and in Aksu was 4.8 yuan/kg. The price of special - grade jujubes in Henan was 9.8 yuan/kg, in Hebei was 9.88 yuan/kg, and in Guangdong was 10.6 yuan/kg. The price of first - grade jujubes in Guangdong was 9.3 yuan/kg [2] 3.3 Upstream Market - The annual jujube output was 3.187 million tons, and the planting area was 6.069 million hectares, a decrease of 4.1 from the previous period [2] 3.4 Industry Situation - The national jujube inventory was 10,688 tons, an increase of 8 tons. The monthly jujube export volume was 2,229,227 kg, a decrease of 132,571 kg. The cumulative jujube export volume was 15,350,567 kg [2] 3.5 Downstream Situation - The wholesale price of jujubes in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province was 1.47 yuan/kg. The cumulative sales volume of jujubes of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year jujube production of Hao Xiang Ni decreased by 34.59% [2] 3.6 Industry News - On July 3, the temperature in Kashgar was between 20 - 33°C, which was suitable for fruit setting. Jujube farmers were actively engaged in field management such as watering and fertilizing. The jujube trees were entering the physiological fruit - dropping period. High temperatures should be watched out for, and the growth and weather changes in the production area should be monitored. As the weather gets hotter, seasonal fresh fruits are on the market, which substitute for tonic products such as jujubes. It is the seasonal off - peak season for jujube demand, and inventory digestion is slow [2]