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瑞达期货红枣产业日报-20250708
Rui Da Qi Huo·2025-07-08 08:45
  1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - Consumption is in the off - season, and the high inventory of old fruits suppresses the price to run weakly. The production area is in the fruit - setting period, and the current growth of jujube trees is good, but the yield is uncertain. Attention should be paid to the situation of the second - crop flowers and fruits [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for jujube is 10,435 yuan/ton, a decrease of 15 yuan; the main contract position is 135,669 lots, a decrease of 679 lots. The net long position of the top 20 futures holders is - 10,779 lots, a decrease of 2,373 lots. The number of warehouse receipts is 8,684, a decrease of 15; the total valid warehouse receipt forecast is 1,954, an increase of 400 [2] 3.2 Spot Market - The unified price of Kashgar jujubes is 6 yuan/kg, unchanged; the wholesale price of first - class gray jujubes in Hebei is 4.3 yuan/jin, a decrease of 0.05 yuan. The unified price of Alar jujubes is 5.2 yuan/kg, unchanged; the wholesale price of first - class gray jujubes in Henan is 4.35 yuan/jin, unchanged. The unified price of Aksu jujubes is 4.8 yuan/kg, unchanged; the price of special - grade jujubes in Henan is 9.8 yuan/kg, unchanged. The price of special - grade jujubes in Hebei is 9.75 yuan/kg, a decrease of 0.02 yuan; the price of special - grade jujubes in Guangdong is 10.8 yuan/kg, an increase of 0.2 yuan. The price of first - class jujubes in Guangdong is 9.4 yuan/kg, an increase of 0.1 yuan [2] 3.3 Upstream Market - The annual jujube output is 6.069 million tons, an increase of 3.187 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2] 3.4 Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons; the monthly jujube export volume is 2,229,227 kg, a decrease of 132,571 kg. The cumulative monthly jujube export volume is 15,350,567 kg, an increase of 2,229,227 kg [2] 3.5 Downstream Situation - The wholesale price of jujubes in Taiyuan Hexi Agricultural and Sideline Products Market in Shanxi Province is 20 yuan/kg, a decrease of 8 yuan. The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative quarterly year - on - year jujube production of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On July 8th, the temperature in Aksu was between 18 - 32°C, suitable for fruit - setting. Jujube farmers were actively managing their orchards, and the jujube trees were entering the physiological fruit - drop stage. Attention should be paid to fruit - setting and weather changes. With the hot weather, seasonal fresh fruits are on the market, replacing jujubes and other nourishing products. It is the seasonal off - season for jujube demand, and inventory digestion is slow [2] 3.7 Viewpoint Summary - According to Mysteel's agricultural product research data, the physical inventory of 36 sample points in the 27th week was 10,520 tons, a decrease of 168 tons from last week, a 1.57% decrease, and a 71.08% increase year - on - year [2]