瑞达期货红枣产业日报-20251015

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - The growth of new - season jujubes in the main producing areas is relatively better than the same period last year. Affected by the solar terms, the new jujubes are expected to be harvested about one week earlier than last year. Inland merchants will go to the producing areas around the holiday to prepare for the new season. Currently, the signed volume is small, and the jujubes have not been harvested yet. Attention should be paid to the purchase price of new jujubes. - As of October 9, 2025, the physical inventory of 36 sample points of jujubes this week is 9167 tons, a decrease of 36 tons from last week, a month - on - month decrease of 0.39% and a year - on - year increase of 93.89%. The sample point inventory has decreased slightly. - During the double festivals, the arrival volume in the sales area market was small. Affected by the holiday sentiment and rainfall, the purchasing enthusiasm of customers was average. For the Zhengzhou jujube 2601 contract, short - term wait - and - see is recommended. [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract of jujubes is 11105 yuan/ton, a decrease of 5 yuan; the position of the main contract is 161098 lots, an increase of 3420 lots. - The net long position of the top 20 futures holders is - 3986 lots, a decrease of 585 lots; the number of warehouse receipts is 0, and the total number of effective warehouse receipt forecasts is 0. [2] 3.2现货市场 - The prices of jujube bulk goods in Kashgar, Alar, and Aksu are 6 yuan/kg, 5.2 yuan/kg, and 4.8 yuan/kg respectively, with no change. - The wholesale prices of first - grade grey jujubes in Hebei and Henan are 4.75 yuan/jin, with no change. - The prices of special - grade jujubes in Henan, Hebei, and Guangdong are 10.5 yuan/kg, 10.58 yuan/kg (a decrease of 0.03 yuan/kg), and 11.6 yuan/kg respectively. The price of first - grade jujubes in Guangdong is 10.6 yuan/kg, with no change. [2] 3.3 Upstream Market - The annual jujube output is 606.9 tons, an increase of 318.7 tons; the planting area is 199.3 hectares, a decrease of 4.1 hectares. [2] 3.4 Industry Situation - The national jujube inventory is 9167 tons, a decrease of 36 tons. - The monthly jujube export volume is 2364893 kg, an increase of 580729 kg; the cumulative monthly export volume is 21264731 kg, an increase of 2364893 kg. [2] 3.5 Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni is - 2981.06 tons. The cumulative year - on - year production of jujubes of Hao Xiang Ni is 36480.43 tons, a decrease of 34.59%. [2] 3.6 Industry News - In the parking area of Cui'erzhuang Market in Hebei, 2 trucks of jujubes arrived, with the reference price of special - grade jujubes at 10.60 yuan/kg, and the special - grade jujubes were sold out. - In the Ruyifang Market in Guangdong, 6 trucks of jujubes arrived. The prices varied according to the quality. The downstream purchasing enthusiasm increased. 3 trucks were sold in the morning market, and the cold storage shipped goods appropriately. [2]