瑞达期货红枣产业日报-20260105

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core View The acquisition of grey jujubes in Xinjiang production areas is coming to an end, with limited remaining supply and few transactions. Raw material acquisition in production areas is mainly based on quality, adhering to the principle of high - quality products commanding high prices. In the sales areas, the Hebei Cuierzhuang market has both finished products and sub - standard jujubes arriving. Local processing plants mainly process and sell their own goods, and holders are actively selling, while downstream merchants purchase on demand. The Guangdong Ruyifang market mainly receives goods from Xinjiang, with average transactions. Overall, the market supply is sufficient, but the "peak season without prosperity" in demand continues, and short - term weakness is expected to continue [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for jujubes is 8,955 yuan/ton, a decrease of 10 yuan compared to the previous day. The main contract's open interest is 113,035 lots, an increase of 679 lots [2]. - The net long position of the top 20 futures holders for jujubes is - 15,918 lots, an increase of 695 lots. The number of warehouse receipts is 2,102 sheets, a decrease of 18 sheets [2]. - The total effective warehouse receipt forecast for jujubes is 511 sheets, an increase of 89 sheets [2]. 3.2 Spot Market - The unified price of jujubes in Kashi is 6.5 yuan/kg, unchanged from the previous day. The wholesale price of first - grade grey jujubes in Hebei is 4.1 yuan/jin, a decrease of 0.05 yuan [2]. - The unified price of jujubes in Alar is 5.65 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Henan is 4.35 yuan/jin, unchanged; the price of special - grade jujubes in Henan is 9.7 yuan/kg, unchanged [2]. - The price of special - grade jujubes in Hebei is 9.52 yuan/kg, a decrease of 0.01 yuan; the price of special - grade jujubes in Guangdong is 10.4 yuan/kg, unchanged; the price of first - grade jujubes in Guangdong is 9 yuan/kg, unchanged [2]. 3.3 Upstream Market - The annual jujube production is 606.9 million tons, an increase of 318.7 million tons. The jujube planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national jujube inventory is 15,649 tons, a decrease of 249 tons compared to the previous week, a 1.57% decrease month - on - month and a 38.34% increase year - on - year [2]. - The monthly jujube export volume is 3,537,566 kg, an increase of 1,332,346 kg. The cumulative monthly jujube export volume is 29,291,188 kg, an increase of 3,537,566 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of jujubes by Hao Xiangni is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year jujube production growth rate of Hao Xiangni is 1.47%, a decrease of 34.59 percentage points [2]. - The average daily number of jujube trucks arriving at the Ruyifang market is 5.4, an increase of 1.27. The average monthly wholesale price of jujubes is 10.33 yuan/kg, an increase of 0.46 yuan [2].