瑞达期货红枣产业日报-20250710

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - Consumption is in the off - season, and the high inventory of old fruits suppresses prices. The production area is in the fruit - setting period, the current growth of jujube trees is relatively good, but the yield is difficult to determine, and attention should be paid to the situation of the second - crop flowers and fruits [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujube is 10,580 yuan/ton, with a change of 155; the position of the main contract is 138,887 lots, with a change of 1,979; the net long position of the top 20 futures holders is - 6,335 lots; the number of warehouse receipts is 8,881, and the effective warehouse receipt forecast is 1,745 [2]. Spot Market - The prices of jujube in different regions vary. For example, the unified - grade jujube price in Kashi is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.3 yuan/jin, and the unified - grade jujube price in Alar is 5.2 yuan/kg [2]. Upstream Market - The annual jujube output is 606.9 million tons, an increase of 318.7 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons from last week, a 1.57% week - on - week 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]. Downstream Situation - In the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi, the jujube wholesale price is 1.47 yuan/kg, a decrease of 8. The cumulative sales volume of jujubes of Hao Xiangni is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year jujube production of Hao Xiangni is - 34.59% [2]. Industry News - On July 10, there was moderate to heavy rain in the Alar area with temperatures between 16 - 25°C, which is suitable for fruit - setting. Jujube farmers are actively managing the orchards, and the jujube trees are entering the physiological fruit - dropping period. As the weather gets hotter, seasonal fresh fruits are on the market, which substitutes for jujubes, resulting in a slow digestion of jujube inventory [2].