Report Overview - The report is a daily report on the jujube industry dated August 25, 2025, covering various aspects of the jujube market [1][2] 1. Market Data Futures Market - The closing price of the main jujube futures contract is 11,410 yuan/ton, and the main contract's open interest is 132,766 hands, a decrease of 1,431 hands [2] - The net long position of the top 20 futures holders is -7,541 hands, the number of warehouse receipts is 10,088, an increase of 197, and the total effective warehouse receipt forecast is 944 [2] Spot Market - Kashi jujube bulk price is 6 yuan/kg, Hebei first - grade grey jujube wholesale price is 4.8 yuan/jin, and there are prices for other regions with no change in most cases [2] Upstream Market - Annual jujube production is 318.7 million tons, and the planting area is 199.3 million hectares, a decrease of 4.1 million hectares [2] Industry Situation - The national jujube inventory is 9,519 tons, a decrease of 167 tons from last week, and the monthly jujube export volume is 1,784,164 kg, an increase of 19,057 kg [2] Downstream Situation - The jujube wholesale price in Taiyuan Hexi Agricultural and Sideline Products Market in Shanxi Province is 1.47 yuan/kg, and the cumulative sales volume of Haoxiangni jujubes is 36,480.43 tons, a decrease of 2,981.06 tons [2] 2. Core View - On Monday, the jujube 2601 contract closed up 0.57%. In the 34th week, the physical inventory of 36 sample jujube warehouses was 9,519 tons, a 1.72% week - on - week decrease and a 79.20% year - on - year increase [2] - The jujube production in 2024 increased year - on - year, leading to higher old - crop inventory than the same period last year. The market recognizes the potential reduction in the new - season Xinjiang grey jujube production, but there are differences in production estimates [2] - With the market's digestion of positive factors and short - term capital outflows, the jujube futures market lacks driving force and is expected to show a high - level oscillating trend. Future attention should be paid to the actual production and opening price. The support level for the jujube 2601 contract is around 11,000 yuan/ton. Short - term trading is recommended [2] 3. Industry News - On August 25, the weather in Aksu changed from sunny to light rain with temperatures between 14 - 26°C. Jujube farmers are actively managing their fields. According to on - site research in mid - July, the mainstream per - mu yield is 700 - 800 kg, and the first - crop large fruits are gradually turning red. Rainfall should be monitored [2]
红枣产业日报-20250825
Rui Da Qi Huo·2025-08-25 09:34