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]

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].

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].

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]

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]

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]