瑞达期货红枣产业日报-20251117

Group 1: Report Industry Investment Rating - No investment rating information provided in the report Group 2: Core Viewpoints - The off - tree progress in main production areas in Xinjiang such as Alar and Aksu is around 60 - 80%. Affected by the decline in spot prices, the purchasing enthusiasm of merchants in Xinjiang has weakened. Considering the increase in supply, the jujube price may still run weakly. It is necessary to pay attention to the new - season acquisition progress in the production areas [2] Group 3: Summary According to Relevant Catalogs 1. Futures Market - The closing price of the futures main contract for jujube is 9,270 yuan/ton, up 80 yuan; the main contract position is 142,780 lots, down 399 lots; the net long position of the top 20 futures holders is - 6,665 lots, up 3,996 lots; the number of warehouse receipts is 0, unchanged; the total valid warehouse receipt forecast is 0, unchanged [2] 2. Spot Market - The prices of Kashgar jujube bulk goods, Hebei first - grade gray jujube, Alar jujube bulk goods, Aksu jujube bulk goods, Henan first - grade gray jujube, Henan jujube premium grade, Hebei jujube premium grade, Guangdong jujube premium grade, and Guangdong jujube first - grade are 7.15 yuan/kg (down 0.2 yuan), 4.45 yuan/jin (unchanged), 6.25 yuan/kg (unchanged), 6.05 yuan/kg (unchanged), 4.5 yuan/jin (unchanged), 10 yuan/kg (unchanged), 9.79 yuan/kg (up 0.01 yuan), 11.3 yuan/kg (down 0.2 yuan), and 10.2 yuan/kg (down 0.1 yuan) respectively [2] 3. Upstream Market - The annual jujube output is 6.069 million tons, up 3.187 million tons; the planting area is 1.993 million hectares, down 41,000 hectares [2] 4. Industry Situation - The national jujube inventory is 9,840 tons this week, up 299 tons from last week, with a month - on - month increase of 3.31% and a year - on - year increase of 141.47%. The monthly jujube export volume is 2,283,671 kg, down 81,222 kg; the cumulative monthly export volume is 23,548,402 kg, up 2,283,671 kg [2] 5. Downstream Situation - The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is - 2,981.06 tons, and the cumulative quarterly year - on - year jujube production growth rate is 1.47%, down 34.59 percentage points [2] 6. Industry News - In Hebei Cuierzhuang Market, 10 trucks of jujubes arrived. The purchase enthusiasm of downstream customers is average, and the price of new - season finished products continues to decline. In Guangdong Ruyifang Market, 6 trucks of jujubes arrived, the price is weakly stable, and the purchase enthusiasm of downstream customers is not high [2]