瑞达期货红枣产业日报-20251014

Group 1: Report Industry Investment Rating - No industry investment rating is provided in the report. Group 2: Core View of the Report - The new - season main - producing area's jujube growth is better than last year, and the new jujubes are expected to be harvested about a week earlier than last year. Attention should be paid to the new jujube purchase price. The physical inventory of 36 sample points as of October 9, 2025, decreased by 36 tons compared with last week, a 0.39% month - on - month decrease and a 93.89% year - on - year increase. During the Double Festival, the arrival volume in the sales area was small, and the number of customers was average. It is recommended to temporarily wait and see for the Zhengzhou Jujube 2601 contract in the short term [2]. Group 3: Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the futures main contract for jujubes was 11,110 yuan/ton, a decrease of 20 yuan; the main contract's open interest was 160,756 lots, a decrease of 2,198 lots. The net long position of the top 20 futures holders was - 3,401 lots, a decrease of 630 lots. The number of warehouse receipts was 0, and the total valid warehouse receipt forecasts were 0 [2]. 3.2 Spot Market - The unified price of Kashgar jujubes was 6 yuan/kg, the wholesale price of first - grade grey jujubes in Hebei was 4.75 yuan/jin, the unified price of Alar jujubes was 5.2 yuan/kg, the wholesale price of first - grade grey jujubes in Henan was 4.75 yuan/jin, the unified price of Aksu jujubes was 4.8 yuan/kg, the price of special - grade jujubes in Henan was 10.5 yuan/kg, the price of special - grade jujubes in Hebei was 10.61 yuan/kg (an increase of 0.06 yuan), the price of special - grade jujubes in Guangdong was 11.6 yuan/kg, and the price of first - grade jujubes in Guangdong was 10.6 yuan/kg [2]. 3.3 Upstream Market - The annual jujube output was 6.069 million tons, an increase of 3.187 million tons; the jujube planting area was 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national jujube inventory was 9,167 tons, a decrease of 36 tons; the monthly jujube export volume was 2,364,893 kg, an increase of 580,729 kg; the cumulative monthly jujube export volume was 21,264,731 kg, an increase of 2,364,893 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of jujubes by Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year quarterly jujube production growth rate was 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - In the Hebei Cuierzhuang market, 5 trucks of jujubes arrived, and after the weather cleared, the number of customers increased, with about 40% of the market transactions. In the Guangdong Ruyifang market, 1 truck of jujubes arrived, the price remained stable, and customers purchased as needed, with fair transactions in the market and cold storage [2].