瑞达期货红枣产业日报-20260115

Group 1: Investment Rating - No investment rating information is provided in the report Group 2: Core View - The acquisition of grey jujubes in Xinjiang production areas has ended. The raw material acquisition in the production areas is priced according to quality, adhering to the principle of high - quality products commanding high prices. The market focus has shifted to the consumer end. Traders commonly hoard raw materials in Xinjiang. As the twelfth lunar month approaches, the holiday stocking demand is expected to drive the market into a phased peak in sales. Currently, the spot price remains generally stable, and there may be short - term fluctuations in jujube prices [2] Group 3: Summary by Directory Futures Market - The closing price of the main jujube futures contract was 9,040 yuan/ton, a decrease of 90 yuan. The main contract's open interest was 122,345 lots, an increase of 1,227 lots - The net long position of the top 20 futures holders was - 20,619 lots, a decrease of 1,738 lots. The number of warehouse receipts was 3,211, an increase of 232 - The total valid warehouse receipt forecast was 411, a decrease of 93 [2] 现货市场 - The unified price of Kashgar jujubes was 6.5 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Hebei was 4.1 yuan/jin, unchanged - The unified price of Alar jujubes was 5.65 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Henan was 4.15 yuan/jin, unchanged - The unified price of Aksu jujubes was 5.15 yuan/kg, unchanged; the price of special - grade jujubes in Henan was 9.47 yuan/kg, a decrease of 0.03 yuan - The price of special - grade jujubes in Hebei was 9.5 yuan/kg, unchanged; the price of special - grade jujubes in Guangdong was 10 yuan/kg, unchanged - The price of first - grade jujubes in Guangdong was 8.8 yuan/kg, unchanged [2] Upstream Market - The annual jujube output was 6.069 million tons, an increase of 3.187 million tons. The jujube planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national jujube inventory 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 jujube export volume was 29,291,188 kg, an increase of 3,537,566 kg [2] Downstream Situation - The cumulative quarterly sales volume of jujubes by Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year jujube production growth rate was 1.47%, a decrease of 34.59 percentage points - The average daily number of incoming trucks at Ruyifang Market was 6.2, an increase of 0.8. The monthly average wholesale price of jujubes was 10.33 yuan/kg, an increase of 0.46 yuan - In Hebei Cuierzhuang Market, 5 trucks of jujubes arrived, including sub - standard and finished products. Local processing factories mainly processed and sold their own goods, and holders were actively selling [2] Industry News - Downstream merchants made purchases as needed. Some holders reported improved sales. In the Guangdong market, 8 trucks of jujubes arrived, the market was full, prices were stable, and market transactions were acceptable [2]