瑞达期货红枣产业日报-20250707

Report Overview - The report is a daily report on the jujube industry dated July 7, 2025, providing data on the futures, spot, upstream, and downstream markets of jujube, as well as industry news and a summary of views [2] 1. Report Industry Investment Rating - Not provided 2. Report's Core View - The jujube market is currently in a seasonal off - season for demand, with slow inventory digestion. The high inventory of old jujubes suppresses prices. Although the number of inquiring customers has increased and the inventory has decreased slightly, the market is expected to fluctuate weakly in the short term. The current growth of jujube trees is relatively good during the fruit - setting period, but the final yield is uncertain, and attention should be paid to the second - crop flowers and fruits [2] 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the futures main contract for jujube is 10,450 yuan/ton, and the main contract's open interest is 136,348 lots, an increase of 974 lots. The net long position of the top 20 futures holders is - 8,406 lots. The number of warehouse receipts is 8,699, and the total valid warehouse receipt forecasts are 1,554, an increase of 62 [2] 3.2现货市场 - The prices of jujube in various regions have little change. For example, the price of general jujube in Kashi is 6 yuan/kg, the wholesale price of first - grade grey jujube in Hebei and Henan is 4.35 yuan/jin, and the price of special - grade jujube in Hebei is 9.77 yuan/kg, a decrease of 0.08 yuan/kg [2] 3.3 Upstream Market - The annual jujube production is 606.9 tons, an increase of 318.7 tons, and the planting area is 199.3 hectares, a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons from last week, a 1.57% month - on - month decrease and a 71.08% year - on - year increase. The monthly jujube export volume is 2,229,227 kg, a decrease of 132,571 kg, and the cumulative export volume is 15,350,567 kg [2] 3.5 Downstream Situation - The wholesale price of jujube in Taiyuan, Shanxi is 20 yuan/kg, a decrease of 8 yuan/kg. The cumulative sales volume of jujube by HaoXiangNi is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year jujube production is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On July 7, the temperature in Alar area was between 20 - 34°C, suitable for fruit - setting. Jujube farmers are actively managing their fields, and the jujube trees are entering the physiological fruit - dropping period. With the hot weather, seasonal fresh fruits are on the market, which substitutes for jujubes, resulting in a seasonal off - season for jujube demand [2]