瑞达期货红枣产业日报-20260114

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The acquisition of Xinjiang grey dates is coming to an end, and the market focus is shifting to the consumer end. The acquisition in the production areas is basically finished, and the overall flow of market goods is stable. It is common for traders to stockpile 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 current spot price is generally stable, and the jujube price may fluctuate in the short term. [2] 3. Summary by Relevant Catalog Futures Market - The closing price of the main futures contract for jujubes is 9,130 yuan/ton, with a week-on-week increase of 70. The main contract's open interest is 121,118 lots, a week-on-week decrease of 734. The net long position of the top 20 futures holders is -18,881 lots, a week-on-week increase of 1,167. The number of warehouse receipts is 2,979, and the total effective warehouse receipt forecast is 504. [2] Spot Market - The prices of Kashgar jujube bulk goods, Hebei first-grade grey dates, Alar jujube bulk goods, Aksu jujube bulk goods, Hebei jujube premium grade, Guangdong jujube premium grade, and Guangdong jujube first-grade are 6.5 yuan/kg, 4.1 yuan/jin, 5.65 yuan/kg, 5.15 yuan/kg, 9.5 yuan/kg, 10 yuan/kg, and 8.8 yuan/kg respectively, with no significant week-on-week changes. The prices of Henan first-grade grey dates, Henan jujube premium grade are 4.15 yuan/jin and 9.5 yuan/kg respectively. [2] Upstream Market - The annual jujube output is 6.069 million tons, a year-on-year increase of 3.187 million tons, and the planting area is 1.993 million hectares, a year-on-year decrease of 41,000 hectares. [2] Industry Situation - The national jujube inventory is 15,300 tons, a week-on-week decrease of 349 tons. The monthly jujube export volume is 3,537,566 kg, an increase of 1,332,346 kg, and the cumulative monthly 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's jujubes is 36,480.43 tons, a decrease of 2,981.06 tons. The year-on-year cumulative production growth rate of Hao Xiang Ni's jujubes is 1.47%, a decrease of 34.59 percentage points. The average daily arrival volume of jujubes at Ruyifang Market is 6.2 vehicles, an increase of 0.8 vehicles, and the monthly average wholesale price of jujubes is 10.33 yuan/kg, an increase of 0.46 yuan/kg. [2] Industry News - 6 trucks of goods arrived at the parking area of Hebei Cuierzhuang Market, including substandard and finished products. Local processing plants mainly processed and shipped their own goods, and holders were actively selling. Downstream merchants made purchases as needed, and some holders reported improved sales. 5 trucks of goods arrived at the Guangdong Market, the price remained stable, the enthusiasm of downstream buyers increased, and the market transactions were acceptable. [2]