瑞达期货红枣产业日报-20260401

1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The temperature of grey jujubes in the main production 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. Attention should be paid to the budding situation [2] - 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%. The sample inventory decreased slightly. As the weather warms up, jujubes gradually enter the off - season of consumption. The spot market purchase and sales atmosphere is relatively light. Downstream mostly maintains the on - demand procurement strategy, lacking the willingness to replenish inventory centrally. 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 According to Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of jujubes was 8,635 yuan/ton, a decrease of 115 yuan; the position of the main contract was 76,609 lots, a decrease of 1,251 lots [2] - The net long position of the top 20 futures positions of jujubes was - 21,805 lots, a decrease of 888 lots; the number of warehouse receipts was 4,349 sheets; the effective warehouse receipt forecast was 108 sheets, a decrease of 23 sheets [2] 3.2 Spot Market - The unified price of Kashgar jujubes was 6.5 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Hebei was 3.95 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 price of special - grade jujubes in Henan was 9.5 yuan/kg, unchanged; the price of special - grade jujubes in Hebei was 9.06 yuan/kg, a decrease of 0.02 yuan; 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] 3.3 Upstream Market - The annual output of jujubes was 6.069 million tons, an increase of 3.187 million tons; the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] 3.4 Industry Situation - The national jujube inventory was 11,459 tons, a decrease of 81 tons; the monthly export volume of jujubes was 2,017,112 kg, a decrease of 2,593,149 kg; the cumulative export volume of jujubes was 6,627,373 kg, an increase of 2,017,112 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 output of jujubes of Hao Xiang Ni was 1.47%, a decrease of 34.59 percentage points [2] - The average daily arrival of jujubes at Ruyifang Market was 2.25 vehicles, a decrease of 0.13 vehicles; the average monthly wholesale price of jujubes was 11.51 yuan/kg, an increase of 0.28 yuan [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 7 vehicles of jujubes arrived at the parking area. The quality of the out - of - grade finished products was uneven. Merchants selected and purchased according to their needs, and the transaction was average [2] - In Guangdong Ruyifang Market, 3 vehicles of jujubes arrived. The market price was mainly stable, and downstream purchased according to their needs, with an average transaction [2]