瑞达期货红枣产业日报-20251009

Report Industry Investment Rating - Not provided Core View of the Report - New season main - producing area jujube growth is better than last year. New jujube harvest time is expected to be about one week earlier. In the sales area, the purchase and sales market is relatively flat, and the spot prices in Hebei and Guangdong markets are stable. The arrival volume during the holiday is significantly lower than last year. With new season production and high carry - over inventory, supply pressure remains, and the delay of the demand peak may lead to short - term weak jujube prices [2] Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujube is 10,960 yuan/ton, and the main contract position volume is 147,593 hands, with an increase of 8,020 hands. The net long position of the top 20 futures holders is 4,294 hands, and the number of warehouse receipts is 0, with no change. The effective warehouse receipt forecast is 0 [2] 现货市场 - The prices of jujube in various regions are as follows: Kashgar jujube general cargo price is 6 yuan/kg, Hebei first - class grey jujube wholesale price is 4.75 yuan/jin, Alar jujube general cargo price is 5.2 yuan/kg, Henan first - class grey jujube wholesale price is 4.75 yuan/jin, Aksu jujube general cargo price is 4.8 yuan/kg, Henan jujube special - grade price is 10.5 yuan/kg, Hebei jujube special - grade price is 10.5 yuan/kg, Guangdong jujube special - grade price is 11.6 yuan/kg, and Guangdong jujube first - class price is 10.6 yuan/kg, with no change in most prices [2] Upstream Market - The annual jujube output is 3.187 million tons, and the planting area is 1.993 million hectares, with a decrease of 41,000 hectares [2] Industry Situation - The national jujube inventory decreased by 44 tons. 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 [2] Downstream Situation - The cumulative quarterly sales volume of jujube of Hao Xiang Ni is 36,480.43 tons, and the cumulative quarterly production decreased by 34.59% year - on - year [2] Industry News - During the National Day, the purchase and sales in the main jujube sales areas were flat. In Hebei and Guangdong markets, the spot prices were stable. The arrival volume in Hebei market during the holiday was more than 10 trucks (200+ trucks last year), and in Guangdong market, it was 8 trucks, both significantly lower than last year [2]