红枣产业分析
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瑞达期货红枣产业日报-20250915
Rui Da Qi Huo· 2025-09-15 11:02
Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Report's Core View The Xinjiang grey jujube main - producing area has temperatures between 15°C - 31°C, and the jujube trees are in the sugar - increasing period. There may be light rain in mid - to late September. The weekly physical inventory of 36 sample points as of September 11, 2025, decreased by 89 tons week - on - week (0.95%) and increased by 78.32% year - on - year. The arrival volume in the sales areas is low, downstream purchasing enthusiasm is average, and the overall trading atmosphere is light. The contradiction between supply and demand has not been effectively alleviated, and the market is still seeking a direction in a dynamic balance. It is recommended 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 jujube is 10,865 yuan/ton, down 290 yuan; the main contract's open interest is 141,102 lots, up 7,784 lots [2]. - The net long position of the top 20 futures holders is - 5,247 lots, down 270 lots; the number of warehouse receipts is 9,126, down 62; the total valid warehouse receipt forecast is 93, unchanged [2]. 3.2现货市场 - The prices of jujube in various regions are mostly stable, with the exception of the Hebei jujube special - grade price, which decreased by 0.09 yuan/kg to 10.4 yuan/kg [2]. 3.3 Upstream Market - The annual jujube output 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 jujube inventory is 9,321 tons, down 89 tons week - on - week; the monthly jujube export volume is 1,784,164 kg, an increase of 19,057 kg; the cumulative monthly jujube export volume is 18,899,838 kg, an increase of 1,784,164 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of jujube by Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year jujube production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - The Hebei Cuierzhuang market received 3 trucks of jujube, with reference prices of 10.60 yuan/kg for special - grade and 9.80 yuan/kg for first - grade, and downstream buyers purchased as needed [2]. - The Guangdong Ruyifang market received 5 trucks of jujube, with stable spot prices and average trading volume as merchants purchased as needed [2].
瑞达期货红枣产业日报-20250710
Rui Da Qi Huo· 2025-07-10 09:31
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - Consumption is in the off - season, and the high inventory of old fruits suppresses prices. The production area is in the fruit - setting period, the current growth of jujube trees is relatively good, but the yield is difficult to determine, and attention should be paid to the situation of the second - crop flowers and fruits [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for jujube is 10,580 yuan/ton, with a change of 155; the position of the main contract is 138,887 lots, with a change of 1,979; the net long position of the top 20 futures holders is - 6,335 lots; the number of warehouse receipts is 8,881, and the effective warehouse receipt forecast is 1,745 [2]. Spot Market - The prices of jujube in different regions vary. For example, the unified - grade jujube price in Kashi is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.3 yuan/jin, and the unified - grade jujube price in Alar is 5.2 yuan/kg [2]. Upstream Market - The annual jujube output is 606.9 million tons, an increase of 318.7 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons from last week, a 1.57% week - on - week decrease and a 71.08% year - on - year increase. The monthly jujube export volume is 2,229,227 kg, a decrease of 132,571 kg, and the cumulative export volume is 15,350,567 kg [2]. Downstream Situation - In the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi, the jujube wholesale price is 1.47 yuan/kg, a decrease of 8. The cumulative sales volume of jujubes of Hao Xiangni is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year jujube production of Hao Xiangni is - 34.59% [2]. Industry News - On July 10, there was moderate to heavy rain in the Alar area with temperatures between 16 - 25°C, which is suitable for fruit - setting. Jujube farmers are actively managing the orchards, and the jujube trees are entering the physiological fruit - dropping period. As the weather gets hotter, seasonal fresh fruits are on the market, which substitutes for jujubes, resulting in a slow digestion of jujube inventory [2].
瑞达期货红枣产业日报-20250708
Rui Da Qi Huo· 2025-07-08 08:45
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - Consumption is in the off - season, and the high inventory of old fruits suppresses the price to run weakly. The production area is in the fruit - setting period, and the current growth of jujube trees is good, but the yield is uncertain. Attention should be paid to the situation of the second - crop flowers and fruits [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for jujube is 10,435 yuan/ton, a decrease of 15 yuan; the main contract position is 135,669 lots, a decrease of 679 lots. The net long position of the top 20 futures holders is - 10,779 lots, a decrease of 2,373 lots. The number of warehouse receipts is 8,684, a decrease of 15; the total valid warehouse receipt forecast is 1,954, an increase of 400 [2] 3.2 Spot Market - The unified price of Kashgar jujubes is 6 yuan/kg, unchanged; the wholesale price of first - class gray jujubes in Hebei is 4.3 yuan/jin, a decrease of 0.05 yuan. The unified price of Alar jujubes is 5.2 yuan/kg, unchanged; the wholesale price of first - class gray jujubes in Henan is 4.35 yuan/jin, unchanged. The unified price of Aksu jujubes is 4.8 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 9.75 yuan/kg, a decrease of 0.02 yuan; the price of special - grade jujubes in Guangdong is 10.8 yuan/kg, an increase of 0.2 yuan. The price of first - class jujubes in Guangdong is 9.4 yuan/kg, an increase of 0.1 yuan [2] 3.3 Upstream Market - The annual jujube output is 6.069 million tons, an increase of 3.187 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2] 3.4 Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons; the monthly jujube export volume is 2,229,227 kg, a decrease of 132,571 kg. The cumulative monthly jujube export volume is 15,350,567 kg, an increase of 2,229,227 kg [2] 3.5 Downstream Situation - The wholesale price of jujubes in Taiyuan Hexi Agricultural and Sideline Products Market in Shanxi Province is 20 yuan/kg, a decrease of 8 yuan. The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative quarterly year - on - year jujube production of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On July 8th, the temperature in Aksu was between 18 - 32°C, suitable for fruit - setting. Jujube farmers were actively managing their orchards, and the jujube trees were entering the physiological fruit - drop stage. Attention should be paid to fruit - setting and weather changes. With the hot weather, seasonal fresh fruits are on the market, replacing jujubes and other nourishing products. It is the seasonal off - season for jujube demand, and inventory digestion is slow [2] 3.7 Viewpoint Summary - According to Mysteel's agricultural product research data, the physical inventory of 36 sample points in the 27th week was 10,520 tons, a decrease of 168 tons from last week, a 1.57% decrease, and a 71.08% increase year - on - year [2]
瑞达期货红枣产业日报-20250707
Rui Da Qi Huo· 2025-07-07 09:15
Report Overview - The report is a daily report on the jujube industry dated July 7, 2025, providing data on the futures, spot, upstream, and downstream markets of jujube, as well as industry news and a summary of views [2] 1. Report Industry Investment Rating - Not provided 2. Report's Core View - The jujube market is currently in a seasonal off - season for demand, with slow inventory digestion. The high inventory of old jujubes suppresses prices. Although the number of inquiring customers has increased and the inventory has decreased slightly, the market is expected to fluctuate weakly in the short term. The current growth of jujube trees is relatively good during the fruit - setting period, but the final yield is uncertain, and attention should be paid to the second - crop flowers and fruits [2] 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the futures main contract for jujube is 10,450 yuan/ton, and the main contract's open interest is 136,348 lots, an increase of 974 lots. The net long position of the top 20 futures holders is - 8,406 lots. The number of warehouse receipts is 8,699, and the total valid warehouse receipt forecasts are 1,554, an increase of 62 [2] 3.2现货市场 - The prices of jujube in various regions have little change. For example, the price of general jujube in Kashi is 6 yuan/kg, the wholesale price of first - grade grey jujube in Hebei and Henan is 4.35 yuan/jin, and the price of special - grade jujube in Hebei is 9.77 yuan/kg, a decrease of 0.08 yuan/kg [2] 3.3 Upstream Market - The annual jujube production is 606.9 tons, an increase of 318.7 tons, and the planting area is 199.3 hectares, a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national jujube inventory is 10,520 tons, a decrease of 168 tons from last week, a 1.57% month - on - month decrease and a 71.08% year - on - year increase. The monthly jujube export volume is 2,229,227 kg, a decrease of 132,571 kg, and the cumulative export volume is 15,350,567 kg [2] 3.5 Downstream Situation - The wholesale price of jujube in Taiyuan, Shanxi is 20 yuan/kg, a decrease of 8 yuan/kg. The cumulative sales volume of jujube by HaoXiangNi is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year jujube production is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On July 7, the temperature in Alar area was between 20 - 34°C, suitable for fruit - setting. Jujube farmers are actively managing their fields, and the jujube trees are entering the physiological fruit - dropping period. With the hot weather, seasonal fresh fruits are on the market, which substitutes for jujubes, resulting in a seasonal off - season for jujube demand [2]
瑞达期货红枣产业日报-20250610
Rui Da Qi Huo· 2025-06-10 08:49
1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - As the weather gets hotter, seasonal fresh fruits come onto the market, substituting for tonic products like red dates. After the Dragon Boat Festival stocking ends, the market trading atmosphere weakens, and the demand for red dates seasonally fades. Inventory digestion is slow, and the pressure keeps increasing, which restricts the upward space of red date prices. According to Mysteel Agricultural Products research data, the physical inventory of 36 sample points this week is 10,708 tons, a decrease of 45 tons from last week, a month - on - month decrease of 0.42% and a year - on - year increase of 72.38%. After the Dragon Boat Festival, the trading atmosphere in the red date market weakens, the arrival volume decreases, and it is the annual consumption trough. The growth situation of the new season in the production areas affects the market, and attention should be paid to the weather in the production areas [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of red dates is 8,995 yuan/ton, the main contract position is 78,462 lots (a decrease of 203 lots). The net long position of the top 20 futures holders is - 1,2157 lots, the number of warehouse receipts is 8,378 (a decrease of 5), and the effective warehouse receipt forecast is 126 (a decrease of 2) [2] 3.2现货市场 - The wholesale price of first - grade grey dates in Hebei is 4.15 yuan/jin, in Henan is 4.25 yuan/jin. The price of special - grade red dates in Henan is 9.5 yuan/kg, in Hebei is 9.2 yuan/kg, in Guangdong is 10.4 yuan/kg, and the first - grade red date price in Guangdong is 9 yuan/kg. The unified prices of red dates in Kashgar, Alar, and Aksu are 6 yuan/kg, 5.2 yuan/kg, and 4.8 yuan/kg respectively [2] 3.3 Upstream Market - The annual output of red dates is 318.7 million tons, and the planting area is 199.3 million hectares (a decrease of 4.1 million hectares) [2] 3.4 Industry Situation - The national red date inventory is 10,708 tons (a decrease of 45 tons from last week), the monthly export volume is 2,361,798 kg (a decrease of 1,057,714 kg), and the cumulative export volume is 13,121,340 kg [2] 3.5 Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 1.47 yuan/kg (a decrease of 34.59%). The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons (a decrease of 2,981.06 tons) [2] 3.6 Industry News - According to Mysteel Agricultural Products research data, the physical inventory of 36 sample points this week is 10,708 tons, a decrease of 45 tons from last week, a month - on - month decrease of 0.42% and a year - on - year increase of 72.38%. The sample point inventory decreased slightly this week [2]