瑞达期货红枣产业日报-20260209

1. Report Industry Investment Rating - No information provided in the report. 2. Core View of the Report - Before the Spring Festival, the overall sales rhythm of jujubes was acceptable, and the pre - holiday stocking was coming to an end. As of February 5, 2026, the physical inventory of 36 sample points of jujubes was 11,888 tons, a decrease of 1,255 tons from the previous week, a 9.55% month - on - month decrease and a 12.84% year - on - year increase. The inventory of sample points decreased month - on - month. The overall sales situation before the Spring Festival was not much different from the same period last year [2]. 3. Summary According to Relevant Catalogs Futures Market - The closing price of the main futures contract of jujubes was 8,725 yuan/ton, and the position of the main contract was 120,716 lots, an increase of 1,879 lots. The net long position of the top 20 futures holders was - 19,807 lots, and the number of warehouse receipts was 3,350. The total effective warehouse receipt forecast was 768, and the price of Kashgar jujube bulk goods was not provided with a change value [2]. Spot Market - The wholesale price of first - grade grey jujubes in Hebei was 6.5 yuan/jin, in Henan was 4.15 yuan/jin; the price of bulk jujubes in Alar was 5.65 yuan/kg, in Aksu was 5.15 yuan/kg; the price of special - grade jujubes in Henan was 9.44 yuan/kg, in Hebei was 9.2 yuan/kg, in Guangdong was 10 yuan/kg; the price of first - grade jujubes in Guangdong was 8.8 yuan/kg, with no change in all prices [2]. Upstream Market - The annual jujube output was 318.7 million tons, and the planting area was 199.3 million hectares, a decrease of 4.1% [2]. Industry Situation - The national jujube inventory decreased by 1,255 tons this week, and the monthly export volume was 5,071,577 kg, an increase of 1,534,011 kg. The cumulative export volume was 34,362,765 kg [2]. Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output growth rate was 1.47%, a decrease of 34.59%. The average daily arrival of jujubes at Ruyifang Market was 1 vehicle less, and the monthly average wholesale price of jujubes was 10.76 yuan/kg, an increase of 0.43 yuan/kg [2]. Industry News - Before the Spring Festival, the stocking in the jujube sales area was coming to an end, the trading atmosphere in each market was light, surrounding customers made small - quantity purchases, and processing plants and enterprises were gradually shutting down for the holiday [2]. Suggestions for Attention - There was no news today. Affected by the Spring Festival holiday, long - distance logistics had basically stopped, but local logistics could still operate normally. Due to the scattered acquisition structure of the 2025 production season and the industry's generally cautious expectation for the new season after the holiday, risk control should be noted during the approaching long holiday [2].