瑞达期货红枣产业日报-20250916

Report Summary 1) Report Industry Investment Rating - The report suggests short - term waiting and seeing [2] 2) Core Viewpoints - The temperature in the main production areas of Xinjiang grey jujube is between 15°C - 31°C, and the jujube trees are in the sugar - increasing period. There will be light rain in mid - to - late September, and attention should be paid to the actual rainfall and jujube fruit quality changes [2] - As of September 11, 2025, the physical inventory of 36 sample points of jujubes this week is 9321 tons, a decrease of 89 tons from last week, a month - on - month decrease of 0.95% and a year - on - year increase of 78.32%. The sample point inventory has decreased slightly [2] - The arrival volume in the sales area market is low, the downstream purchasing enthusiasm is average, and the overall trading atmosphere is light. The mentality of cargo holders has obviously diverged, and some are reluctant to sell and wait and see the future market [2] - The supply - demand contradiction has not been effectively alleviated, and the market is still in a state of seeking direction in dynamic balance [2] 3) Summary by Directory Futures Market - The closing price of the futures main contract of jujube is 10805 yuan/ton, a decrease of 60 yuan; the main contract position is 141091 lots, a decrease of 11 lots [2] - The net buying volume of the top 20 positions in futures is - 3318 lots, an increase of 1929 lots; the number of warehouse receipts is 8900 sheets, a decrease of 226 sheets [2] - The total effective warehouse receipt forecast for jujubes is 58 sheets, a decrease of 35 sheets [2] Spot Market - The unified price of Kashgar jujubes is 6 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Hebei is 4.75 yuan/jin, unchanged [2] - The unified price of Alar jujubes is 5.2 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Henan is 4.75 yuan/jin, unchanged [2] - The unified price of Aksu jujubes is 4.8 yuan/kg, unchanged; the special - grade price of jujubes in Henan is 10.5 yuan/kg, unchanged [2] - The special - grade price of Hebei jujubes is 10.37 yuan/kg, a decrease of 0.03 yuan; the special - grade price of Guangdong jujubes is 11.7 yuan/kg, unchanged [2] - The first - grade price of Guangdong jujubes is 10.6 yuan/kg, unchanged [2] Upstream Market - The annual output of jujubes is 606900 tons, an increase of 318700 tons; the planting area is 199300 hectares, a decrease of 4100 hectares [2] Industry Situation - The national jujube inventory is 9321 tons, a decrease of 89 tons; the monthly export volume of jujubes is 1784164 kg, an increase of 19057 kg [2] - The cumulative monthly export volume of jujubes is 18899838 kg, an increase of 1784164 kg [2] Downstream Situation - The cumulative quarterly sales volume of jujubes of Hao Xiang Ni is 36480.43 tons, a decrease of 2981.06 tons; the cumulative year - on - year production of jujubes of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] Industry News - One truck of jujubes arrived at the Hebei Cuierzhuang market, with the reference price of special - grade jujubes at 10.50 yuan/kg. The market transaction was small, and the downstream purchased as needed [2] - Five trucks of jujubes arrived at the Guangdong Ruyifang market. The spot price remained stable, and the merchants' on - demand purchases had average transactions [2]