瑞达期货红枣产业日报-20251023

1. Report Industry Investment Rating - No investment rating is provided in the report. 2. Report's Core View - In the main grey - jujube producing areas in Xinjiang, the process of orchard contracting is progressing rapidly. Some areas are in the process of jujube picking, and the picking time is slightly earlier than last year. The mainstream price is 6.50 - 8.00 yuan/kg with high - quality products commanding higher prices. Given the large carry - over inventory of old crops, the supply - side pressure is expected to gradually emerge, and the probability of jujube prices continuing to decline increases. Attention should be paid to the mainstream purchase price and quality of new jujubes. [2] 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the futures main contract for jujubes is 11,165 yuan/ton, down 100 yuan; the main contract's open interest is down 2,275 hands. The net long position of the top 20 futures holders is - 11,201 hands, down 5,837 hands. The number of warehouse receipts and the effective warehouse receipt forecast are both 0, with no change. [2] 3.2现货市场 - The prices of jujube in various regions are mostly stable, with only the special - grade jujube price in Hebei slightly down 0.01 yuan/kg to 10.69 yuan/kg. The prices of other grades and regions remain unchanged. [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 199.3 million hectares, a decrease of 4.1 million hectares. [2] 3.4 Industry Situation - The national jujube inventory is 2,283,671 tons, a decrease of 158 tons. The monthly jujube export volume decreased by 81,222 kg, and the cumulative monthly export volume is 23,548,402 kg. [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of jujubes of Hao Xiang Ni is - 2,981.06 tons, and the cumulative quarterly production volume is 36,480.43 tons, with a year - on - year decrease of 34.59%. [2] 3.6 Industry News - In Hebei's Cui'erzhuang market, 5 trucks of jujubes arrived, and the prices are stable. In Guangdong's Ruyifang market, 5 trucks of jujubes arrived, with prices weakly stable. Some suppliers with average - quality goods offered small discounts, and customers were selective in purchasing. [2]