瑞达期货红枣产业日报-20250923

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The current jujube market is at a critical period of transition between old and new seasons. The main - producing areas' grey jujubes are in the sugar - increasing stage. The physical inventory of 36 sample points in the jujube market this week is 9247 tons, a decrease of 74 tons from last week, a 0.79% month - on - month decrease and an 80.64% year - on - year increase. The arrival volume in the sales area market is small, the downstream purchasing enthusiasm is average, and the overall trading atmosphere is weak. There is a technical repair in jujube prices on the market. It is recommended to wait and see in the short term and pay attention to holiday stocking [2] 3. Summary According to Related Catalogs 3.1 Futures Market - The closing price of the futures main contract for jujube is 10,780 yuan/ton, with a daily increase of 45 yuan; the main contract's open interest is 153,661 lots, an increase of 3,842 lots. The net long position of the top 20 futures holders is - 5,690 lots, a decrease of 35 lots. The number of warehouse receipts is 7,640 sheets, a decrease of 683 sheets, and the effective warehouse receipt forecast is 58 sheets, unchanged [2] 3.2 Spot Market - The prices of jujube in various regions are mostly stable. For example, the general - grade jujube price in Kashgar is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.75 yuan/jin, and the special - grade jujube price in Hebei has increased by 0.16 yuan/kg to 10.46 yuan/kg [2] 3.3 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] 3.4 Industry Situation - The national jujube inventory is 9,247 tons, a decrease of 74 tons from last week. The monthly jujube export volume is 2,364,893 kg, an increase of 580,729 kg, and the cumulative monthly export volume is 21,264,731 kg, an increase of 2,364,893 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of jujubes of好想你is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative quarterly year - on - year jujube production growth rate is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - The Hebei Cui'erzhuang market has no arrivals due to weather, with narrow price fluctuations, and downstream purchases as needed. The Guangdong Ruyifang market has 2 trucks of arrivals, with reference prices for special - grade jujubes at 11.80 yuan/kg and second - grade jujubes at 9.00 - 9.10 yuan/kg, and there is a small amount of morning trading [2]