瑞达期货红枣产业日报-20260113

Report Summary 1) Report Industry Investment Rating No investment rating information is provided in the report. 2) Core Viewpoint The acquisition of Xinjiang grey jujubes has ended, and the market focus has shifted to the consumer side. As of January 8, 2026, the physical inventory of 36 sample points of jujubes this week was 15,300 tons, a decrease of 349 tons from last week, a 2.23% month - on - month decrease and a 41.27% year - on - year increase. The sample point inventory decreased month - on - month. The acquisition in the production area is basically over, and the overall circulation of market goods is stable. Traders commonly hoard raw materials in Xinjiang. As the twelfth lunar month approaches, the festival stocking demand is expected to drive the market into a phased peak of sales. The actual sales speed at the terminal and the inventory performance of channels need to be closely monitored in the future [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujubes was 9,060 yuan/ton, a decrease of 100 yuan/ton; the position of the main contract was 121,852 lots, a decrease of 1980 lots. - The net long position of the top 20 futures holders was 1,161 lots; the number of warehouse receipts was 2,981 lots; the total effective warehouse receipt forecast was 400 lots, a decrease of 72 lots [2]. Spot Market - The unified price of Kashgar jujubes was 6.5 yuan/kg; the wholesale price of first - class grey jujubes in Hebei was 4.1 yuan/jin. - The unified price of Alar jujubes was 5.65 yuan/kg; the wholesale price of first - class grey jujubes in Henan was 4.15 yuan/jin. - The unified price of Aksu jujubes was 5.15 yuan/kg; the price of special - grade jujubes in Henan was 9.5 yuan/kg. - The price of special - grade jujubes in Hebei was 9.49 yuan/kg, a decrease of 0.03 yuan/kg; the price of special - grade jujubes in Guangdong was 10 yuan/kg; the price of first - class jujubes in Guangdong was 8.8 yuan/kg [2]. Upstream Market - The annual jujube output was 3.187 million tons, and the planting area was 6.069 million hectares, a decrease of 4.1% [2]. Industry Situation - The national jujube inventory this week was 15,300 tons, a decrease of 349 tons. - The monthly jujube export volume was 3,537,566 kg, an increase of 1,332,346 kg; the cumulative monthly export volume was 29,291,188 kg [2]. Downstream Situation - The cumulative quarterly sales volume of HaoXiangNi jujubes was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative quarterly year - on - year production increase was 1.47%, a decrease of 34.59%. - The average daily arrival of jujubes at Ruyifang Market was 0.8 vehicles per week; the monthly average wholesale price of jujubes was 10.33 yuan/kg, an increase of 0.46 yuan/kg. - Four vehicles of jujubes arrived at Hebei Cuierzhuang Market, including sub - standard and finished products. Local processing plants mainly processed and sold their own goods, and holders were actively selling. Downstream merchants purchased as needed, and some holders reported better sales. Four vehicles of jujubes arrived at the Guangdong market, the market price was temporarily stable, and downstream buyers were more active [2].