瑞达期货红枣产业日报-20260331

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The temperature of grey jujubes in the main producing area of Xinjiang is generally higher than the same period in recent years, and there is still a possibility of early budding of jujube trees, so the budding situation should be monitored. As of March 26, 2026, the physical inventory of 36 sample points of jujubes this week was 11,459 tons, a decrease of 81 tons from last week, a month - on - month decrease of 0.70%, and a year - on - year increase of 6.07%. With the warming weather, jujubes are gradually entering the off - season of consumption. The spot market purchase and sales atmosphere is relatively light, and downstream buyers mostly maintain the strategy of purchasing on demand, lacking the willingness for centralized restocking. The overall trading activity is not high, and the market trading sentiment is relatively cautious. It is expected that the jujube price will still be in the bottom - building state in the future [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of jujubes was 8,750 yuan/ton, a decrease of 25 yuan; the position of the main contract was 77,860 lots, a decrease of 1,273 lots; the net buying volume of the top 20 futures positions was - 20,917 lots, a decrease of 146 lots; the number of warehouse receipts was 4,269 lots; the effective warehouse receipt forecast was 131 lots [2] 3.2 Spot Market - The unified price of Kashgar jujubes was 6.5 yuan/kg; the wholesale price of first - grade grey jujubes in Hebei was 3.95 yuan/jin; the unified price of Alar jujubes was 5.65 yuan/kg; the wholesale price of first - grade 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 9.08 yuan/kg, a decrease of 0.02 yuan; the price of special - grade jujubes in Guangdong was 10 yuan/kg; the price of first - grade jujubes in Guangdong was 8.8 yuan/kg [2] 3.3 Upstream Market - The annual jujube output was 3.187 million tons, and the planting area was 1.993 million hectares, a decrease of 4.1% [2] 3.4 Industry Situation - The national jujube inventory this week was 11,459 tons, a decrease of 81 tons; the monthly jujube export volume was 2,017,112 kg, a decrease of 2,593,149 kg; the cumulative monthly jujube export volume was 6,627,373 kg [2] 3.5 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 production of jujubes of Hao Xiang Ni was 1.47%, a decrease of 34.59%; the average daily arrival of jujubes at Ruyifang Market was 2.25 vehicles, a decrease of 0.13 vehicles; the monthly average wholesale price of jujubes was 11.51 yuan/kg, an increase of 0.28 yuan [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 10 vehicles of jujubes arrived at the parking area. The quality of the out - grade finished products was uneven. Merchants selected and purchased according to their needs, and the transaction was average. In Guangdong Ruyifang Market, 5 vehicles of jujubes arrived, and the price was stable. Affected by the weather, there were a small number of merchants looking at and purchasing goods in the market, and the market transaction was average [2]