的持续性。 研究员: 王翠冰 期货从业资格号F03139616 期货投资咨询从业证书号Z0021556 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 红枣产业日报 2026-01-08 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 9075 | -75 主力合约持仓量:红枣(日,手) | 121402 | 3301 0 | | | 期货前20名持仓:净买单量:红枣(日,手) | -21004 | -573 仓单数量:红枣(日,张) | 2263 | | | | 有效仓单预报 ...

红枣产业日报 2026-01-05 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 8955 | -10 主力合约持仓量:红枣(日,手) | 113035 | 679 | | | 期货前20名持仓:净买单量:红枣(日,手) | -15918 | 695 仓单数量:红枣(日,张) | 2102 | -18 | | | 有效仓单预报:红枣:小计(日,张) | 511 | 89 | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6.5 | 0 河北一级灰枣批发价格(日,元/斤) | 4.1 | -0.05 | | | 阿拉尔红枣统货价格(日,元/公斤) | 5.65 | 0 河南一级灰枣批发价格(日,元/斤) | 4.35 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 5.15 | 0 河南红枣特级价格(元/公斤) | 9.7 | 0 | | | 河北红枣特级价格(元/公斤) | 9.52 | -0.01 广 ...

免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 8915 | -50 主力合约持仓量:红枣(日,手) | 124292 | 4529 | | | 期货前20名持仓:净买单量:红枣(日,手) | -9865 | -1309 仓单数量:红枣(日,张) | 982 | 99 | | | 有效仓单预报:红枣:小计(日,张) | 1145 | 11 | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6.5 | 0 河北一级 ...

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core View of the Report The short - term price of Zhengzhou jujube futures may remain weak. The market acceptance of general - quality jujubes is poor, and downstream merchants make purchases as needed. The inventory of 36 sample points has increased, and follow - up attention should be paid to the acquisition progress of the remaining goods in each production area [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main jujube futures contract is 9,110 yuan/ton, with a week - on - week increase of 55; the main contract position is 93,633 lots, with a week - on - week decrease of 5,350 [2]. - The net long position of the top 20 futures holders is - 13,922 lots, with a week - on - week increase of 2,180; the number of warehouse receipts is 516, with a week - on - week increase of 462; the total number of valid warehouse receipt forecasts is 928, with a week - on - week decrease of 462 [2]. Spot Market - The prices of jujube in various regions have generally declined. For example, the price of Kashgar jujube general goods is 6.15 yuan/kg, with a week - on - week decrease of 0.35; the wholesale price of first - grade grey jujube in Hebei is 4.3 yuan/jin, with a week - on - week decrease of 0.15 [2]. Upstream Market - The annual jujube output is 6.069 million tons, with an increase of 3.187 million tons; the planting area is 1.993 million hectares, with a decrease of 41,000 hectares [2]. Industry Situation - The national jujube inventory is 10,848 tons, with an increase of 518 tons, a week - on - week increase of 5.01% and a year - on - year increase of 90.32%; the monthly jujube export volume is 2,205,220 kg, with a decrease of 78,451 kg; the cumulative monthly jujube export volume is 25,753,622 kg, with an increase of 2,205,220 kg [2]. Downstream Situation - The cumulative quarterly sales volume of jujubes of Hao Xiang Ni is 36,480.43 tons, with a decrease of 2,981.06 tons; the cumulative year - on - year jujube production growth rate is 1.47%, with a decrease of 34.59 percentage points [2]. Industry News - The Hebei Cuierzhuang market mainly trades new jujubes. After the new - season harvest, jujubes are gradually sent back to the factory for processing. The prices of new - season jujubes vary greatly. The成交 price is trending weakly, and downstream merchants make purchases as needed [2]. - The Guangdong Ruyifang market has 5 trucks of jujubes arriving, with sufficient supply. Some holders sell at a discount to avoid storage costs [2]. - In the Xinjiang main production area, the acquisition in Hotan, Qiemo, and Ruoqiang has ended. In Aksu, about 80% of jujubes have been sold; in Alar, about 60 - 70% have been sold. The acquisition progress in the Third Division is about 20%, and in Maigaiti, it is about 30 - 40%. The prices in the production area are trending weakly [2].

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating. 2. Core View of the Report - The acquisition progress of grey jujubes in Xinjiang's production areas is over half, with prices trending weakly. The short - term price of Zhengzhou jujube futures may remain weak. The inventory of 36 sample points has increased both on a week - on - week and year - on - year basis. The main purchasing power in the market currently comes from Cangzhou merchants, and the acquisition progress of the remaining goods in each production area needs to be closely monitored in the future [2]. 3. Summary by Related Catalogs Futures Market - The closing price of the futures main contract for jujubes is 9055 yuan/ton, the main contract position is 98983 lots (a decrease of 6574 lots compared to the previous period), the net long position of the top 20 futures holders is - 16102 lots, the number of warehouse receipts is 54 (an increase of 54 compared to the previous period), and the total effective warehouse receipt forecast is 1390 lots [2]. Spot Market - The prices of jujube products in various regions are as follows: the unified price of Kashgar jujubes is 6.5 yuan/kg (a decrease of 0.1 yuan/kg compared to the previous period), the wholesale price of first - grade grey jujubes in Hebei is 4.45 yuan/jin (unchanged), the unified price of Alar jujubes is 5.5 yuan/kg (unchanged), the wholesale price of first - grade grey jujubes in Henan is 4.45 yuan/jin (unchanged), the unified price of Aksu jujubes is 5.05 yuan/kg (unchanged), the price of special - grade jujubes in Henan is 9.8 yuan/kg (unchanged), the price of special - grade jujubes in Hebei is 9.81 yuan/kg (a decrease of 0.02 yuan/kg compared to the previous period), the price of special - grade jujubes in Guangdong is 11 yuan/kg (unchanged), and the price of first - grade jujubes in Guangdong is 9.8 yuan/kg (unchanged) [2]. Upstream Market - The annual jujube output is 318.7 million tons, and the planting area is 199.3 million hectares (a decrease of 4.1 million hectares compared to the previous period) [2]. Industry Situation - The national jujube inventory is 10848 tons (an increase of 518 tons compared to the previous week, a week - on - week increase of 5.01% and a year - on - year increase of 90.32%), the monthly jujube export volume is 2205220 kg (a decrease of 78451 kg compared to the previous period), and the cumulative monthly jujube export volume is 25753622 kg [2]. Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni is 36480.43 tons (a decrease of 2981.06 tons compared to the previous period), and the cumulative year - on - year production growth rate is 1.47% (a decrease of 34.59 percentage points compared to the previous period) [2]. Industry News - The acquisition progress of grey jujubes in Xinjiang's production areas is over half, with prices trending weakly. The acquisition progress in Aksu and Alar areas is relatively fast, and the purchased goods are being shipped. The acquisition in Hotan, Qiemo, and Ruoqiang areas has ended. The acquisition of raw materials in the production areas is priced according to quality, adhering to the principle of high - quality and high - price. The acquisition enthusiasm is average [2].

Group 1: Report Industry Investment Rating - No investment rating information provided in the report Group 2: Core Viewpoints - The off - tree progress in main production areas in Xinjiang such as Alar and Aksu is around 60 - 80%. Affected by the decline in spot prices, the purchasing enthusiasm of merchants in Xinjiang has weakened. Considering the increase in supply, the jujube price may still run weakly. It is necessary to pay attention to the new - season acquisition progress in the production areas [2] Group 3: Summary According to Relevant Catalogs 1. Futures Market - The closing price of the futures main contract for jujube is 9,270 yuan/ton, up 80 yuan; the main contract position is 142,780 lots, down 399 lots; the net long position of the top 20 futures holders is - 6,665 lots, up 3,996 lots; the number of warehouse receipts is 0, unchanged; the total valid warehouse receipt forecast is 0, unchanged [2] 2. Spot Market - The prices of Kashgar jujube bulk goods, Hebei first - grade gray jujube, Alar jujube bulk goods, Aksu jujube bulk goods, Henan first - grade gray jujube, Henan jujube premium grade, Hebei jujube premium grade, Guangdong jujube premium grade, and Guangdong jujube first - grade are 7.15 yuan/kg (down 0.2 yuan), 4.45 yuan/jin (unchanged), 6.25 yuan/kg (unchanged), 6.05 yuan/kg (unchanged), 4.5 yuan/jin (unchanged), 10 yuan/kg (unchanged), 9.79 yuan/kg (up 0.01 yuan), 11.3 yuan/kg (down 0.2 yuan), and 10.2 yuan/kg (down 0.1 yuan) respectively [2] 3. Upstream Market - The annual jujube output is 6.069 million tons, up 3.187 million tons; the planting area is 1.993 million hectares, down 41,000 hectares [2] 4. Industry Situation - The national jujube inventory is 9,840 tons this week, up 299 tons from last week, with a month - on - month increase of 3.31% and a year - on - year increase of 141.47%. The monthly jujube export volume is 2,283,671 kg, down 81,222 kg; the cumulative monthly export volume is 23,548,402 kg, up 2,283,671 kg [2] 5. Downstream Situation - The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is - 2,981.06 tons, and the cumulative quarterly year - on - year jujube production growth rate is 1.47%, down 34.59 percentage points [2] 6. Industry News - In Hebei Cuierzhuang Market, 10 trucks of jujubes arrived. The purchase enthusiasm of downstream customers is average, and the price of new - season finished products continues to decline. In Guangdong Ruyifang Market, 6 trucks of jujubes arrived, the price is weakly stable, and the purchase enthusiasm of downstream customers is not high [2]

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report - The physical inventory of 36 sample points of red dates this week is 9,348 tons, an increase of 245 tons from last week, a month - on - month increase of 2.69%, and a year - on - year increase of 120.78%. In the sales area market, the price in the Hebei market has been slightly reduced, and customers are picking and making small - volume transactions. The price acceptance is currently average. It is expected that the production area will enter the centralized harvesting stage in early November. Attention should be paid to changes in the enthusiasm and volume of customer purchases. In terms of operation, it is advisable to wait and see in the short term [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 9,695 yuan/ton, a decrease of 585 yuan; the position of the main contract is 178,928 lots, an increase of 69 lots. The net long position of the top 20 futures holders is - 9,805 lots, a decrease of 5,679 lots; the number of warehouse receipts is 0, with no change; the total effective warehouse receipt forecast is 0, with no change [2]. 3.2 Spot Market - The prices of red dates in various regions are as follows: the price of general - grade red dates in Kashgar is 7.35 yuan/kg, with no change; the wholesale price of first - grade gray dates in Hebei is 4.7 yuan/jin, with no change; the price of general - grade red dates in Alar is 0 yuan/kg; the wholesale price of first - grade gray dates in Henan is 4.75 yuan/jin, with no change; the price of general - grade red dates in Aksu is 6.65 yuan/kg, with no change; the price of special - grade red dates in Henan is 10.5 yuan/kg, with no change; the price of special - grade red dates in Hebei is 10.35 yuan/kg, a decrease of 0.03 yuan; the price of special - grade red dates in Guangdong is 11.6 yuan/kg, with no change; the price of first - grade red dates in Guangdong is 10.6 yuan/kg, with no change [2]. 3.3 Upstream Market - The annual output of red dates is 606.9 million tons, an increase of 318.7 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national red date inventory this week is 9,348 tons, an increase of 245 tons; the monthly export volume of red dates is 2,283,671 kg, a decrease of 81,222 kg; the cumulative monthly export volume is 23,548,402 kg, an increase of 2,283,671 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative quarterly year - on - year production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - In the Hebei Cuierzhuang market, 3 trucks arrived at the parking area. The reference prices for the arrived goods are: special - grade 10.50 yuan/kg, first - grade 9.40 yuan/kg, and second - grade 7.60 - 8.20 yuan/kg. There are many customers looking at and purchasing goods in the market. Combined with the prices, old stock is more popular than new stock. In the Guangdong Ruyifang market, 2 trucks of new - season products arrived. The reference prices for the arrived new - season products are: special - grade 12.80 yuan/kg, second - grade 9.80 yuan/kg. The market acceptance of new goods is average, and customers purchase according to their needs. The prices of old - stock special - grade and first - grade are 12.00 yuan/kg and 10.80 yuan/kg respectively, and customers pick and buy [2]. - Xinjiang merchants have high enthusiasm for purchasing, actively finalize orchards and trees, and actively ship the harvested goods to the inland. The number of price - setting sales by futures - cash companies has increased, and some customers are actively purchasing old - season goods [2].

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - The growth of new - season jujubes in the main producing areas is relatively better than the same period last year. Affected by the solar terms, the new jujubes are expected to be harvested about one week earlier than last year. Inland merchants will go to the producing areas around the holiday to prepare for the new season. Currently, the signed volume is small, and the jujubes have not been harvested yet. Attention should be paid to the purchase price of new jujubes. - As of October 9, 2025, the physical inventory of 36 sample points of jujubes this week is 9167 tons, a decrease of 36 tons from last week, a month - on - month decrease of 0.39% and a year - on - year increase of 93.89%. The sample point inventory has decreased slightly. - During the double festivals, the arrival volume in the sales area market was small. Affected by the holiday sentiment and rainfall, the purchasing enthusiasm of customers was average. For the Zhengzhou jujube 2601 contract, short - term wait - and - see is recommended. [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract of jujubes is 11105 yuan/ton, a decrease of 5 yuan; the position of the main contract is 161098 lots, an increase of 3420 lots. - The net long position of the top 20 futures holders is - 3986 lots, a decrease of 585 lots; the number of warehouse receipts is 0, and the total number of effective warehouse receipt forecasts is 0. [2] 3.2现货市场 - The prices of jujube bulk goods in Kashgar, Alar, and Aksu are 6 yuan/kg, 5.2 yuan/kg, and 4.8 yuan/kg respectively, with no change. - The wholesale prices of first - grade grey jujubes in Hebei and Henan are 4.75 yuan/jin, with no change. - The prices of special - grade jujubes in Henan, Hebei, and Guangdong are 10.5 yuan/kg, 10.58 yuan/kg (a decrease of 0.03 yuan/kg), and 11.6 yuan/kg respectively. The price of first - grade jujubes in Guangdong is 10.6 yuan/kg, with no change. [2] 3.3 Upstream Market - The annual jujube output is 606.9 tons, an increase of 318.7 tons; the planting area is 199.3 hectares, a decrease of 4.1 hectares. [2] 3.4 Industry Situation - The national jujube inventory is 9167 tons, a decrease of 36 tons. - The monthly jujube export volume is 2364893 kg, an increase of 580729 kg; the cumulative monthly export volume is 21264731 kg, an increase of 2364893 kg. [2] 3.5 Downstream Situation - The cumulative sales volume of jujubes of Hao Xiang Ni is - 2981.06 tons. The cumulative year - on - year production of jujubes of Hao Xiang Ni is 36480.43 tons, a decrease of 34.59%. [2] 3.6 Industry News - In the parking area of Cui'erzhuang Market in Hebei, 2 trucks of jujubes arrived, with the reference price of special - grade jujubes at 10.60 yuan/kg, and the special - grade jujubes were sold out. - In the Ruyifang Market in Guangdong, 6 trucks of jujubes arrived. The prices varied according to the quality. The downstream purchasing enthusiasm increased. 3 trucks were sold in the morning market, and the cold storage shipped goods appropriately. [2]

Report Industry Investment Rating - Not provided Core Viewpoint - As of September 25, 2025, the physical inventory of 36 sample points for red dates this week was 9,203 tons, a decrease of 44 tons from last week, a 0.48% week - on - week decrease and an 84.80% year - on - year increase. The sample point inventory decreased slightly. The current time is the transition from the off - season to the peak season. Attention should be paid to consumption and the situation of new - season gray dates. It is recommended to wait and see in the short term [2] Summary by Directory Futures Market - The closing price of the futures main contract for red dates was 10,915 yuan/ton, a decrease of 370 yuan/ton; the main contract position was 147,842 lots, a decrease of 13,049 lots. The net long position of the top 20 futures holders was - 7,627 lots, a decrease of 3,028 lots; the number of warehouse receipts was 6,155, a decrease of 588; the effective warehouse receipt forecast was 58 [2] Spot Market - The unified price of red dates in Kashi was 6 yuan/kg; the wholesale price of first - class gray dates in Hebei was 4.75 yuan/jin; the unified price of red dates in Alar was 5.2 yuan/kg; the wholesale price of first - class gray dates in Henan was 4.75 yuan/jin; the price of special - grade red dates in Henan was 10.5 yuan/kg; the price of special - grade red dates in Hebei was 10.52 yuan/kg; the price of special - grade red dates in Guangdong was 11.7 yuan/kg; the price of first - class red dates in Guangdong was 10.6 yuan/kg. All prices were unchanged from the previous period [2] Upstream Market - The annual output of red dates was 3.187 million tons, and the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national red date inventory was 9,203 tons, a decrease of 44 tons; the monthly export volume of red dates was 2,364,893 kg, an increase of 580,729 kg; the cumulative monthly export volume was 21,264,731 kg [2] Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production was 1.47%, a decrease of 34.59 percentage points [2] Industry News - One truckload of red dates arrived at the Cui'erzhuang market in Hebei, with stable prices, and downstream buyers purchased as needed. Two truckloads of red dates arrived at the Ruyifang market in Guangdong, with stable prices. About one truckload was sold in the morning market, and the cold - storage shipment speed accelerated. The gray dates in the main production areas were in the sugar - increasing period, some first - crop fruits began to wrinkle and dry, and the quality of jujube fruits was better than that of the same period last year. In the sales areas, the spot market trading atmosphere was average, and downstream buyers made purchases based on rigid demand [2]

Report Summary 1) Report Industry Investment Rating - The report suggests short - term waiting and seeing [2] 2) Core Viewpoints - The temperature in the main production areas of Xinjiang grey jujube is between 15°C - 31°C, and the jujube trees are in the sugar - increasing period. There will be light rain in mid - to - late September, and attention should be paid to the actual rainfall and jujube fruit quality changes [2] - As of September 11, 2025, the physical inventory of 36 sample points of jujubes this week is 9321 tons, a decrease of 89 tons from last week, a month - on - month decrease of 0.95% and a year - on - year increase of 78.32%. The sample point inventory has decreased slightly [2] - The arrival volume in the sales area market is low, the downstream purchasing enthusiasm is average, and the overall trading atmosphere is light. The mentality of cargo holders has obviously diverged, and some are reluctant to sell and wait and see the future market [2] - The supply - demand contradiction has not been effectively alleviated, and the market is still in a state of seeking direction in dynamic balance [2] 3) Summary by Directory Futures Market - The closing price of the futures main contract of jujube is 10805 yuan/ton, a decrease of 60 yuan; the main contract position is 141091 lots, a decrease of 11 lots [2] - The net buying volume of the top 20 positions in futures is - 3318 lots, an increase of 1929 lots; the number of warehouse receipts is 8900 sheets, a decrease of 226 sheets [2] - The total effective warehouse receipt forecast for jujubes is 58 sheets, a decrease of 35 sheets [2] Spot Market - The unified price of Kashgar jujubes is 6 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Hebei is 4.75 yuan/jin, unchanged [2] - The unified price of Alar jujubes is 5.2 yuan/kg, unchanged; the wholesale price of first - grade grey jujubes in Henan is 4.75 yuan/jin, unchanged [2] - The unified price of Aksu jujubes is 4.8 yuan/kg, unchanged; the special - grade price of jujubes in Henan is 10.5 yuan/kg, unchanged [2] - The special - grade price of Hebei jujubes is 10.37 yuan/kg, a decrease of 0.03 yuan; the special - grade price of Guangdong jujubes is 11.7 yuan/kg, unchanged [2] - The first - grade price of Guangdong jujubes is 10.6 yuan/kg, unchanged [2] Upstream Market - The annual output of jujubes is 606900 tons, an increase of 318700 tons; the planting area is 199300 hectares, a decrease of 4100 hectares [2] Industry Situation - The national jujube inventory is 9321 tons, a decrease of 89 tons; the monthly export volume of jujubes is 1784164 kg, an increase of 19057 kg [2] - The cumulative monthly export volume of jujubes is 18899838 kg, an increase of 1784164 kg [2] Downstream Situation - The cumulative quarterly sales volume of jujubes of Hao Xiang Ni is 36480.43 tons, a decrease of 2981.06 tons; the cumulative year - on - year production of jujubes of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] Industry News - One truck of jujubes arrived at the Hebei Cuierzhuang market, with the reference price of special - grade jujubes at 10.50 yuan/kg. The market transaction was small, and the downstream purchased as needed [2] - Five trucks of jujubes arrived at the Guangdong Ruyifang market. The spot price remained stable, and the merchants' on - demand purchases had average transactions [2]