瑞达期货红枣产业日报-20260106

Report Investment Rating - No investment rating information is provided in the report [1][2] Core View - The acquisition of grey jujubes in Xinjiang's production areas has ended, with limited remaining supply and few transactions. Raw material purchases in production areas are based on quality, adhering to the principle of better quality commanding higher prices. In the sales areas, the Hebei Cuierzhuang market has received both finished and sub - standard jujubes, with local processors mainly selling their own processed products and holders actively selling. Downstream merchants make purchases as needed. The Guangdong Ruyifang market mainly receives supplies from Xinjiang, with average transactions. Overall, the market supply is sufficient, but the "peak season without peak demand" situation persists, and short - term weakness is expected to continue [2] Summary by Directory Futures Market - The closing price of the main futures contract for jujubes is 8,975 yuan/ton, with a week - on - week increase of 20. The main contract's open interest is 114,030 lots, up 995. The net long position of the top 20 futures holders is - 15,648 lots, up 965. The number of warehouse receipts is 2,105, up 3. The total valid warehouse receipt forecasts are 852, up 341 [2] Spot Market - The prices of Kashgar jujube bulk goods, Hebei first - grade grey jujubes, Alar jujube bulk goods, and Aksu jujube bulk goods remain unchanged at 6.5 yuan/kg, 4.1 yuan/jin, 5.65 yuan/kg, and 5.15 yuan/kg respectively. The wholesale prices of first - grade grey jujubes in Henan and Hebei, and the prices of special - grade jujubes in Henan, Hebei, and Guangdong, as well as the price of first - grade jujubes in Guangdong, have either decreased or remained stable. The price of Henan first - grade grey jujubes decreased by 0.2 yuan/jin to 4.15 yuan/jin, and the price of Henan special - grade jujubes decreased by 0.2 yuan/kg to 9.5 yuan/kg [2] Upstream Market - The annual jujube production is 6.069 million tons, an increase of 3.187 million tons. The jujube planting area is 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national jujube inventory is 15,649 tons, a decrease of 249 tons. 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] Downstream Situation - The cumulative quarterly sales volume of "Hao Xiang Ni" jujubes is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year jujube production growth rate is 1.47%, a decrease of 34.59 percentage points. The average daily number of trucks arriving at the Ruyifang market is 5.4, an increase of 1.27. The monthly average wholesale price of jujubes is 10.33 yuan/kg, an increase of 0.46 yuan/kg [2] Industry News - Five trucks of jujubes have arrived at the Hebei Cuierzhuang market, including both sub - standard and finished products. Local processors mainly sell their own processed products, holders are actively selling, and downstream merchants make purchases as needed. Seven trucks of jujubes have arrived at the Guangdong Ruyifang market, mainly from Xinjiang. Some arrival prices are low, the market trading atmosphere is average, downstream merchants make purchases as needed, and the sales area prices have declined compared to pre - holiday levels [2]