瑞达期货红枣产业日报-20260224

1. Report Industry Investment Rating - No relevant information provided. 2. Core View of the Report - During the Spring Festival, the trading atmosphere in markets in Xinjiang production areas was cold, with low purchase volumes. In the sales areas, there was no obvious peak season for festival stocking and consumption, but the number of purchasing merchants increased year - on - year due to low prices and good quality. However, demand weakened after the festival, and without positive factors, the jujube price is expected to remain volatile [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for jujube was 8,845 yuan/ton, with no change; the main contract's open interest was 106,193 lots, an increase of 417 lots; the net long position of the top 20 futures holders was - 15,493 lots, a decrease of 89 lots; the number of warehouse receipts was 3,869, and the total effective warehouse receipt forecasts were 352, a decrease of 103 [2]. 3.2 Spot Market - The prices of jujube in various regions remained unchanged. For example, the unified - grade jujube price in Kashi was 6.5 yuan/kg, the first - grade grey jujube wholesale price in Hebei was 3.95 yuan/jin, and the special - grade jujube price in Guangdong was 10 yuan/kg [2]. 3.3 Upstream Market - The annual jujube output was 606.9 million tons, an increase of 318.7 million tons, and the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national jujube inventory was 11,853 tons, a decrease of 35 tons; the monthly jujube export volume was 5,071,577 kg, an increase of 1,534,011 kg; the cumulative monthly jujube export volume was 34,362,765 kg, an increase of 5,071,577 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of jujube by Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year jujube production growth rate was 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - The average daily number of trucks arriving at Ruyifang Market was 0.38, a decrease of 4.75. After the Spring Festival holiday, the market resumed operation slowly. Attention should be paid to the replenishment intensity of downstream customers. In the short term, the jujube spot price remained stable. The monthly average wholesale price of jujube was 11.23 yuan/kg, an increase of 0.47 yuan [2].