瑞达期货红枣产业日报-20250902

Report Industry Investment Rating - Not provided Core View of the Report - The market recognizes the potential reduction in the output of Xinjiang grey dates in the new season, but there are differences in the output estimates. Overall, the downstream demand is weak, market purchases and sales are average, the old inventory is in a slow de - stocking process, the spot price is stable, and the jujube futures show a volatile trend. It is recommended to wait and see for now, and pay attention to the actual output and opening price in the future [2] Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujube is 11,380 yuan/ton, the main contract's open interest is 132,192 lots (a decrease of 3,645 lots), the net long position of the top 20 futures holders is - 11,646 lots (an increase of 3,250 lots), the number of warehouse receipts is 10,089, and the total valid warehouse receipt forecasts is 737 [2] 现货市场 - The prices of jujube in different regions vary. For example, the unified - grade jujube price in Kashgar is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.8 yuan/jin, and the special - grade jujube price in Guangdong is 11.7 yuan/kg [2] Upstream Market - The annual jujube output is 6.069 million tons (an increase of 3.187 million tons), and the planting area is 1.993 million hectares (a decrease of 41,000 hectares) [2] Industry Conditions - The national jujube inventory is 9,456 tons (a decrease of 63 tons compared to last week, a 0.66% decrease), the monthly jujube export volume is 1,784,164 kg (an increase of 19,057 kg), and the cumulative monthly jujube export volume is 18,899,838 kg (an increase of 1,784,164 kg) [2] Downstream Conditions - The jujube wholesale price in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is not clearly stated (a decrease of 8), the cumulative quarterly jujube sales volume of好想你is 36,480.43 tons (a decrease of 2,981.06 tons), and the cumulative quarterly jujube output growth rate of好想你is 1.47% (a decrease of 34.59%) [2] Industry News - On September 2, the weather in Aksu was sunny with a temperature between 13 - 27°C. Jujube farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg, and the first - crop large fruits were gradually turning red. Attention should be paid to rainfall. On Tuesday, the jujube 2601 contract closed down 0.39%. The jujube output in 2024 increased year - on - year, resulting in the old inventory being much higher than the same period last year [2]