瑞达期货红枣产业日报-20251021

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The current jujube market is at a critical juncture between the old and new seasons, with prices in the sales areas showing small fluctuations. The jujubes in the main production areas have not been harvested on a large scale yet, and it is expected to start after the frost. It is necessary to pay attention to the acquisition progress and price changes. The inventory of sample points continues to decline. Some merchants are actively selling inventory to prepare for the new - season acquisition. As the weather turns cooler, the downstream purchasing enthusiasm has increased, and the market trading atmosphere has improved. It is expected that the jujube market will fluctuate within a certain range in the future [2] Group 3: Summary by Related Catalogs Futures Market - The closing price of the jujube futures main contract is 11,380 yuan/ton, with a decrease of 5; the main - contract position is 187,830 lots, an increase of 7,788. The net long position of the top 20 futures holders is - 12,544 lots, a decrease of 3,821; the number of warehouse receipts is 0, with no change. The total number of valid warehouse - receipt forecasts is 0 [2] Spot Market - The unified - grade jujube price in Kashi is 6 yuan/kg, with no change; the first - grade grey jujube wholesale price in Hebei is 4.75 yuan/jin, with no change. The unified - grade jujube price in Alar is 5.2 yuan/kg, with no change; the first - grade grey jujube wholesale price in Henan is 4.75 yuan/jin, with no change. The unified - grade jujube price in Aksu is 4.8 yuan/kg, with no change; the special - grade jujube price in Henan is 10.5 yuan/kg, with no change. The special - grade jujube price in Hebei is 10.64 yuan/kg, a decrease of 0.05; the special - grade jujube price in Guangdong is 11.6 yuan/kg, with no change. The first - grade jujube price in Guangdong is 10.6 yuan/kg, with no change [2] Upstream Market - The annual jujube output is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 4.1 [2] Industry Situation - The national jujube inventory is 9,009 tons, a decrease of 158 tons; the monthly jujube export volume is 2,283,671 kg, a decrease of 81,222 kg. The cumulative monthly jujube export volume is 23,548,402 kg [2] Downstream Situation - The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative quarterly year - on - year production growth rate is 1.47%, a decrease of 34.59% [2] Industry News - In the Cui'erzhuang market in Hebei, 5 trucks of jujubes arrived at the parking area, and the prices remained stable. Some raw materials from Hetian Qiemo area have arrived in the Hebei market, with the reference price of special - grade raw jujubes at 10.40 yuan/kg and first - grade at 9.40 yuan/kg. In the Ruyifang market in Guangdong, 1 truck of jujubes arrived, and the prices remained stable [2]