瑞达期货红枣产业日报-20251201

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating. 2. Core View of the Report - The acquisition progress of grey jujubes in Xinjiang's production areas is over half, with prices trending weakly. The short - term price of Zhengzhou jujube futures may remain weak. The inventory of 36 sample points has increased both on a week - on - week and year - on - year basis. The main purchasing power in the market currently comes from Cangzhou merchants, and the acquisition progress of the remaining goods in each production area needs to be closely monitored in the future [2]. 3. Summary by Related Catalogs Futures Market - The closing price of the futures main contract for jujubes is 9055 yuan/ton, the main contract position is 98983 lots (a decrease of 6574 lots compared to the previous period), the net long position of the top 20 futures holders is - 16102 lots, the number of warehouse receipts is 54 (an increase of 54 compared to the previous period), and the total effective warehouse receipt forecast is 1390 lots [2]. Spot Market - The prices of jujube products in various regions are as follows: the unified price of Kashgar jujubes is 6.5 yuan/kg (a decrease of 0.1 yuan/kg compared to the previous period), the wholesale price of first - grade grey jujubes in Hebei is 4.45 yuan/jin (unchanged), the unified price of Alar jujubes is 5.5 yuan/kg (unchanged), the wholesale price of first - grade grey jujubes in Henan is 4.45 yuan/jin (unchanged), the unified price of Aksu jujubes is 5.05 yuan/kg (unchanged), the price of special - grade jujubes in Henan is 9.8 yuan/kg (unchanged), the price of special - grade jujubes in Hebei is 9.81 yuan/kg (a decrease of 0.02 yuan/kg compared to the previous period), the price of special - grade jujubes in Guangdong is 11 yuan/kg (unchanged), and the price of first - grade jujubes in Guangdong is 9.8 yuan/kg (unchanged) [2]. Upstream Market - The annual jujube output is 318.7 million tons, and the planting area is 199.3 million hectares (a decrease of 4.1 million hectares compared to the previous period) [2]. Industry Situation - The national jujube inventory is 10848 tons (an increase of 518 tons compared to the previous week, a week - on - week increase of 5.01% and a year - on - year increase of 90.32%), the monthly jujube export volume is 2205220 kg (a decrease of 78451 kg compared to the previous period), and the cumulative monthly jujube export volume is 25753622 kg [2]. Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni is 36480.43 tons (a decrease of 2981.06 tons compared to the previous period), and the cumulative year - on - year production growth rate is 1.47% (a decrease of 34.59 percentage points compared to the previous period) [2]. Industry News - The acquisition progress of grey jujubes in Xinjiang's production areas is over half, with prices trending weakly. The acquisition progress in Aksu and Alar areas is relatively fast, and the purchased goods are being shipped. The acquisition in Hotan, Qiemo, and Ruoqiang areas has ended. The acquisition of raw materials in the production areas is priced according to quality, adhering to the principle of high - quality and high - price. The acquisition enthusiasm is average [2].