瑞达期货红枣产业日报-20251204

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report - The new - season jujube prices in Xinjiang's main producing areas are trending weakly. The acquisition in some areas is completed, and the overall acquisition progress is about 80%. Enterprises purchase a small amount, and small and medium - sized merchants are the main purchasing entities, with Cangzhou merchants being the main purchasing force. Short - term Zhengzhou jujube futures prices may remain weak [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main jujube futures contract is 9030 yuan/ton, down 25 yuan; the main contract's open interest is 88405 lots, down 2618 lots. The net long position of the top 20 futures holders is - 13350 lots, up 2244 lots. The number of warehouse receipts is 659, up 35, and the total valid warehouse receipt forecasts are 808, down 12 [2]. 3.2 Spot Market - The prices of jujube in various regions are mostly stable. For example, the unified - grade jujube price in Kashi is 6.15 yuan/kg, unchanged; the first - grade grey jujube wholesale price in Hebei is 4.25 yuan/jin, unchanged. Only the special - grade jujube price in Hebei increased by 0.01 yuan/kg to 9.76 yuan/kg [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 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national jujube inventory is 10,848 tons, an increase of 518 tons. The monthly jujube export volume is 2,205,220 kg, a decrease of 78,451 kg, and the cumulative monthly export volume is 25,753,622 kg, an increase of 2,205,220 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of jujubes of Hao Xiang Ni is 36,480.43 tons, a decrease of 2981.06 tons, and the cumulative year - on - year jujube production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - In the Hebei Cuierzhuang market, trading is mainly in new - season jujubes. After the new - season harvest, jujubes are gradually processed in factories. The price difference of new - season jujubes is large, and the transaction price is weakly stable. In the Guangdong Ruyifang market, 3 trucks of jujubes arrived, the supply is sufficient, some holders sell at a discount, and the morning trading volume is average [2].