瑞达期货红枣产业日报-20251126

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints of the Report - The acquisition progress of gray jujubes in Xinjiang's main production areas has accelerated, with about 50% of the acquisition completed in major areas, and the acquired goods are being shipped. The prices in the production areas are weakly stable. The acquisition prices in Aksu and Alar areas are 4.80 - 5.50 yuan/kg and 5.00 - 6.00 yuan/kg respectively, and the acquisition progress is relatively fast [2]. - As of January 19, 2025, the physical inventory of 36 sample points of jujubes this week is 10,330 tons, an increase of 490 tons from last week, a month - on - month increase of 4.98%, and a year - on - year increase of 101.76%. The sample point inventory has increased [2]. - The product prices in the sales areas continue to decline, the downstream purchasing enthusiasm is low, and the market transactions are average. The Zhengzhou jujube futures price is expected to run at a low level in the short term [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujubes is 9,160 yuan/ton, with a decrease of 15; the main contract position volume is 113,843 hands, a decrease of 3,396; the net buying volume of the top 20 futures positions is - 10,058 hands, a decrease of 2,997; the number of warehouse receipts is 0, with no change; the effective warehouse receipt forecast is 536 [2]. 现货市场 - The prices of various jujube products in different regions are as follows: the unified price of Kashi jujubes is 6.8 yuan/kg, the first - grade gray jujube wholesale price in Hebei is 4.45 yuan/jin, the unified price of Alar jujubes is 5.5 yuan/kg, the first - grade gray jujube wholesale price in Henan is 4.45 yuan/jin, the unified price of Aksu jujubes is 5.15 yuan/kg, the special - grade jujube price in Henan is 9.8 yuan/kg, the special - grade jujube price in Hebei is 9.94 yuan/kg, the special - grade jujube price in Guangdong is 11.2 yuan/kg, and the first - grade jujube price in Guangdong is 10 yuan/kg. Most prices have no change, and the Hebei special - grade jujube price has an increase of 0.04 [2]. Upstream Market - The annual jujube output is 318.7 million tons, the planting area is 199.3 million hectares, a decrease of 4.1 million hectares [2]. Industry Situation - The national jujube inventory is 10,330 tons this week, an increase of 490 tons; the monthly jujube export volume is 2,205,220 kg, a decrease of 78,451 kg; the cumulative monthly jujube export volume is 25,753,622 kg [2]. Downstream Situation - The cumulative quarterly sales volume of jujubes of好想你is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative quarterly year - on - year jujube output growth rate is 1.47%, a decrease of 34.59% [2]. Industry News - The acquisition progress of gray jujubes in Xinjiang's production areas is about 50%, and the transfer volume of goods rights is about 30% of the total output. The prices in the production areas are weakly stable. The acquisition progress in Aksu and Alar areas is relatively fast, and the signed goods are being shipped [2].