瑞达期货红枣产业日报-20251103

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The physical inventory of 36 sample points of jujubes this week is 9348 tons, an increase of 245 tons from last week, a month - on - month increase of 2.69% and a year - on - year increase of 120.78%. The price in the Hebei market has slightly decreased, and merchants pick and choose to make small - volume transactions. It is expected that the producing areas will enter the centralized picking stage in early November. Short - term investment should be on the sidelines [2] 3. Summary by Directory Futures Market - The closing price of the main futures contract of jujubes is not clearly given, the main 135 - contract position is 178,859 hands, a decrease of 1,615 hands; the net long position of the top 20 futures holders is 299 hands; the number of warehouse receipts is 0, and the effective warehouse receipt forecast is 0 [2] Spot Market - The prices of jujube products in various regions have different changes. For example, the price of Kashgar jujube bulk goods decreased by 0.15 yuan/kg, the price of first - grade grey jujubes in Hebei decreased by 0.05 yuan/jin, and the price of first - grade grey jujubes in Henan remained unchanged at 4.75 yuan/jin [2] Upstream Market - The annual jujube output is 318.7 million tons, and the planting area is 606,900 hectares, a decrease of 4.1% [2] Industry Situation - The national jujube inventory is 245 tons (weekly), the monthly jujube export volume is 9,348 kg, a decrease of 81,222 kg, and the cumulative monthly jujube export volume is 23,548,402 kg [2] Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni decreased by 2,981.06 tons (quarterly), and the cumulative year - on - year jujube output increased by 1.47% [2] Industry News - In the Hebei Cuierzhuang market, 6 trucks of jujubes arrived, with the reference price of special - grade jujubes at 9.90 - 10.00 yuan/kg and second - grade jujubes at 7.60 yuan/kg. The market is mainly trading old - season jujubes. In the Guangdong Ruyifang market, 7 trucks of jujubes arrived, with the reference price of special - grade jujubes at 11.80 yuan/kg and first - grade jujubes at 10.80 yuan/kg, and the price remained stable. Xinjiang merchants are actively purchasing, and the point - price shipments of futures - cash companies have increased [2]