数据来源第三方(我的农产品网、海关总署、郑商所)，观点仅供参考，市场有风险，投资需谨慎！ 仍施压，且需求旺季延迟可能，预计短期枣价弱势运行。 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 红枣产业日报 2025-10-09 | 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) 140 主力合约持仓量:红枣(日,手) | 10960 | | | 147593 | 8020 | | | 期货前20名持仓:净买单量:红枣(日,手) 4294 仓单数量:红枣(日,张) | -4074 | | | 0 | 0 | | | 有效仓单预报:红枣:小计(日,张) 0 | 0 | | | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) 0 河北一级灰枣批发价格(日,元/斤) | 6 | | | 4.75 | 0 | | | 阿拉尔红枣统货价格(日,元/公斤) 0 河南一级灰枣批发价格( ...

红枣产业日报 2025-09-18 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) | 10620 | -195 主力合约持仓量:红枣(日,手) | 146461 | 2952 | | | 期货前20名持仓:净买单量:红枣(日,手) | -1558 | 2514 仓单数量:红枣(日,张) | 8661 | -210 | | | 有效仓单预报:红枣:小计(日,张) | 58 | 0 | | | | 现货市场 | 喀什红枣统货价格(日,元 ...

瑞达期货研究院 「2025.09.05」 红枣市场周报 研究员：王翠冰 期货从业资格号F03139616 期货投资咨询从业证Z0021556 取 更 多 资 讯 添加客服 关 注 我 们 获 业务咨询 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场及期股关联 「 周度要点小结」 未来交易提示： 1、现货价格2、消费端 3 行情回顾：本周郑枣主力合约价格下跌，周度跌幅约4.43%。 行情展望：销区市场，到货量偏少，下游采购积极性一般，成交氛围冷清。据 Mysteel 农产品调研数据统计，截止2025年9月4日红枣本周36家样本点物理库存 在9410吨，较上周减少46吨，环比减少0.49%，同比增加76.45%，样本点库存小 幅下降，降幅仍相对有限，供应压力仍在。当前红枣市场处于"青黄不接"的关键 时期，市场情绪和价格走势复杂交织，矛盾与博弈并存。总体来说，下游需求 表现疲软，旧作库存仍较高，供需矛盾尚未得到有效缓解，现货价格开始松动， 红枣期货震荡偏弱走势。 策略建议：操作上，建议郑枣2601合约短期暂且观望。 「 期现市场情况」 来源：郑商所 瑞达期货研究院 「 期现市场情况」 本周郑枣期货 ...

红枣产业日报 2025-08-27 | 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) | 11360 | | -50 主力合约持仓量:红枣(日,手) | 130407 | -1842 -60 | | | 期货前20名持仓:净买单量:红枣(日,手) | -11154 | | -2456 仓单数量:红枣(日,张) | 9962 | | | | 有效仓单预报:红枣:小计(日,张) | 1007 | 0 | | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6 | | 0 河北一级灰枣批发价格(日,元/斤) | 4.8 | 0 | | | 阿拉尔红枣统货价格(日,元/公斤) | 5.2 | | 0 河南一级灰枣批发价格(日,元/斤) | 4.75 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 | | 0 河南红枣特级价格(元/公斤) | 10.5 | 0 | | | 河北红枣特级价格(元/公斤 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The fundamentals of the red date market have changed little, and the red date futures lack guidance, showing a volatile trend. The market recognizes the reduction in the output of Xinjiang grey dates in the new season, but there are certain differences in the output estimates. It is recommended to wait and see for now and pay attention to the actual output and the opening price in the future [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 11,410 yuan/ton; the main contract's open interest is 132,249 lots, a decrease of 517 lots; the net long position of the top 20 futures holders is -8,698 lots, a decrease of 1,157 lots; the number of warehouse receipts is 10,022 sheets; the effective warehouse receipt forecast is 1,007 sheets, an increase of 63 sheets [2]. Spot Market - The wholesale prices of first - grade grey dates in Hebei, Henan are 6 yuan/jin and 4.8 yuan/jin respectively; the wholesale prices of red date specialties in Hebei, Henan, and Guangdong are 10.38 yuan/kg, 10.5 yuan/kg, and 11.5 yuan/kg respectively; the first - grade red date price in Guangdong is 10.5 yuan/kg [2]. Upstream Market - The annual red date output is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national red date inventory is 9,519 tons, a decrease of 167 tons from last week, a 1.72% month - on - month decrease and a 79.20% year - on - year increase; the monthly red date export volume is 1,784,164 kg, an increase of 19,057 kg; the cumulative monthly red date export volume is 18,899,838 kg [2]. Downstream Situation - The red date wholesale price in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province is 8 yuan/kg; the cumulative sales volume of red dates of好想你 is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output of red dates of好想你 is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On August 26, the weather in Aksu was sunny with temperatures ranging from 14 - 27°C. Jujube farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg, and the first - crop large fruits had gradually turned red. Attention should be paid to rainfall [2]. - On Tuesday, the red date 2601 contract rose 0.13%. In 2024, the red date output increased year - on - year, resulting in a higher inventory of old crops than the same period last year [2].

Report Overview - The report is a daily report on the jujube industry dated August 25, 2025, covering various aspects of the jujube market [1][2] 1. Market Data Futures Market - The closing price of the main jujube futures contract is 11,410 yuan/ton, and the main contract's open interest is 132,766 hands, a decrease of 1,431 hands [2] - The net long position of the top 20 futures holders is -7,541 hands, the number of warehouse receipts is 10,088, an increase of 197, and the total effective warehouse receipt forecast is 944 [2] Spot Market - Kashi jujube bulk price is 6 yuan/kg, Hebei first - grade grey jujube wholesale price is 4.8 yuan/jin, and there are prices for other regions with no change in most cases [2] Upstream Market - Annual jujube production is 318.7 million tons, and the planting area is 199.3 million hectares, a decrease of 4.1 million hectares [2] Industry Situation - The national jujube inventory is 9,519 tons, a decrease of 167 tons from last week, and the monthly jujube export volume is 1,784,164 kg, an increase of 19,057 kg [2] Downstream Situation - The jujube wholesale price in Taiyuan Hexi Agricultural and Sideline Products Market in Shanxi Province is 1.47 yuan/kg, and the cumulative sales volume of Haoxiangni jujubes is 36,480.43 tons, a decrease of 2,981.06 tons [2] 2. Core View - On Monday, the jujube 2601 contract closed up 0.57%. In the 34th week, the physical inventory of 36 sample jujube warehouses was 9,519 tons, a 1.72% week - on - week decrease and a 79.20% year - on - year increase [2] - The jujube production in 2024 increased year - on - year, leading to higher old - crop inventory than the same period last year. The market recognizes the potential reduction in the new - season Xinjiang grey jujube production, but there are differences in production estimates [2] - With the market's digestion of positive factors and short - term capital outflows, the jujube futures market lacks driving force and is expected to show a high - level oscillating trend. Future attention should be paid to the actual production and opening price. The support level for the jujube 2601 contract is around 11,000 yuan/ton. Short - term trading is recommended [2] 3. Industry News - On August 25, the weather in Aksu changed from sunny to light rain with temperatures between 14 - 26°C. Jujube farmers are actively managing their fields. According to on - site research in mid - July, the mainstream per - mu yield is 700 - 800 kg, and the first - crop large fruits are gradually turning red. Rainfall should be monitored [2]

Core Insights - The article highlights the unique qualities and cultural significance of the Miqueti gray jujube, which thrives in the favorable climate of the Taklamakan Desert region, showcasing its sweetness and the natural conditions that contribute to its growth [1][6]. Group 1: Agricultural Practices - The cultivation of Miqueti gray jujube involves a meticulous process where local agricultural technicians monitor the trees and apply scientific pruning techniques to enhance sunlight exposure, ensuring the fruit matures naturally on the tree [3]. - The jujube is recognized as a "climate-special agricultural product," emphasizing its quality and the traditional methods employed by local farmers [3]. Group 2: Economic Impact - The jujube industry serves as a vital economic resource, with 300,000 acres of jujube orchards acting as both a protective barrier against wind and sand and a source of livelihood for many [5]. - Modernization efforts, including the establishment of a trading hub and the implementation of "insurance + futures" strategies, have improved pricing power and income stability for jujube farmers [5]. Group 3: Technological Integration - The integration of technology in jujube farming is evident through the use of slow-release fertilizers and IoT devices that monitor soil conditions and pest activity, enhancing agricultural efficiency [5]. - The cultivation of 262 rare jujube varieties in a resource nursery indicates a focus on future sustainability and innovation within the industry [5]. Group 4: Cultural Significance - The Miqueti gray jujube is not just a fruit but a cultural symbol, celebrated during the annual red jujube festival, which reflects the local community's pride and connection to their heritage [3]. - The jujube's journey from local farms to global markets illustrates its role as a cultural ambassador, linking the traditions of the oasis with international consumers [6].

1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The market's purchasing and selling atmosphere has improved, and the inventory reduction process is going well. The new - season crop is in the critical fruit - setting period, and the market focuses on the weather in the production areas. The estimated new - season production is between 56 - 62 million tons, a decrease of 20 - 25% compared to 2024 and 5 - 10% compared to 2022. The overall purchasing and selling atmosphere has warmed up, and the expected reduction in new - season production supports the continued rise of red date futures prices. It is recommended to conduct short - term long trades on dips [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the red date futures main contract is 11,685 yuan/ton, and the main contract position is 153,559 hands, a decrease of 1,078 hands. The net long position of the top 20 futures holders is - 5,788 hands, the number of warehouse receipts is 9,214, and the valid warehouse receipt forecast is 1,705 [2]. 现货市场 - The wholesale price of first - grade grey dates in Hebei is 4.65 yuan/jin, an increase of 0.05 yuan/jin; the wholesale price of first - grade grey dates in Henan is 4.5 yuan/jin, unchanged; the price of special - grade red dates in Henan is 10 yuan/kg, unchanged; the price of special - grade red dates in Hebei is 10.22 yuan/kg; the price of special - grade red dates in Guangdong is 11.3 yuan/kg, an increase of 0.1 yuan/kg; the price of first - grade red dates in Guangdong is 10.2 yuan/kg, an increase of 0.2 yuan/kg [2]. Upstream Market - The annual red date production is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national red date inventory is 9,784 tons, a decrease of 255 tons compared to last week, a decrease of 2.54% month - on - month and an increase of 72.62% year - on - year. The monthly red date export volume is 1,765,107 kg, a decrease of 464,120 kg; the cumulative monthly export volume is 17,115,674 kg [2]. Downstream Situation - The cumulative sales volume of red dates of好想你 in the quarter is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production growth rate of red dates of好想你 in the quarter is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On August 11, the temperature in Kashgar was between 22 - 35°C. The jujube fruits in this area were significantly larger than those in the First Division of the Corps and Aksu. The per - mu yield of each regiment farm varied, with the mainstream per - mu yield being 600 - 700 - 800 kg. Attention should be paid to the growth and weather changes in the production areas. The red date 2601 contract rose 3.32% on Monday [2].

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The price of high - quality dates has increased, and the new - season production is expected to decrease. These factors support the firm operation of date futures prices. It is recommended to conduct short - term long - position trading with a light position when the price is low, while paying attention to controlling risks. Continuously monitor weather changes [2][3] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for dates is 10,980 yuan/ton. The net long position of the top 20 futures holders is - 21,661 lots. The number of warehouse receipts is 9,226, and the effective warehouse receipt forecast is 1,032. The open interest of the 110 main contract is 133,633 lots, with a change of - 28 [2] 3.2现货市场 - The prices of dates in different regions are as follows: the unified price of dates in Kashi is 6 yuan/kg, in Alar is 5.2 yuan/kg, and in Aksu is 4.8 yuan/kg. The wholesale prices of first - grade grey dates in Hebei and Henan are 4.6 yuan/jin and 4.5 yuan/jin respectively. The prices of special - grade dates in Henan, Hebei, and Guangdong are 10 yuan/kg, 10.16 yuan/kg, and 11.2 yuan/kg respectively, and the price of first - grade dates in Guangdong is 10 yuan/kg [2] 3.3 Upstream Market - The annual date production is 6.069 million tons, and the planting area is 1.993 million hectares, with a decrease of 41,000 hectares compared to the previous period [2] 3.4 Industry Situation - The national date inventory is 10,039 tons, a decrease of 51 tons compared to the previous week, a month - on - month decrease of 0.51% and a year - on - year increase of 81.11%. The monthly export volume of dates is 1,765,107 kg, a decrease of 464,120 kg. The cumulative monthly export volume is 17,115,674 kg [2] 3.5 Downstream Situation - The wholesale price of dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 20 yuan/kg, a decrease of 8. The cumulative quarterly sales volume of dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year production of dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On August 6, the temperature in Aksu was between 15 - 27°C, and date farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg. Attention should be paid to the supplementary growth of the third and fourth batches of flowers and the physiological fruit drop. On Wednesday, the date 2601 contract rose 1.71%. As of July 31, the physical inventory of 36 sample points was 10,039 tons, a decrease of 51 tons from the previous week, a month - on - month decrease of 0.51% and a year - on - year increase of 81.11%. The inventory of sample points decreased, the arrival of goods in the sales area increased, and the downstream demand in the southern market increased [2]

Report Industry Investment Rating - Not mentioned in the report Core Viewpoints - The jujube market has a seasonal off - peak demand and high inventory of old fruits, but there is periodic replenishment to support prices [2]. - New - season jujube production is expected to decrease by 5 - 10% compared to the normal year of 2022 and 20 - 25% compared to 2024, with an estimated new - season output of 56 - 62 million tons, and the reduction is less than that in 2023 [2]. - The new - season crops are in the critical fruit - setting period, and the market focuses on the weather in the producing areas. The temperature in Xinjiang will drop in the next few days, reducing weather risks [2]. - Overall, there are both bullish and bearish factors in the fundamentals. Macro - policy factors and the expected production reduction boost market sentiment, leading to a strong - biased fluctuation in the market, and it is expected to be mainly volatile later. It is recommended to wait and see and focus on the new - season production [2]. Summary by Relevant Catalogs Futures Market - The closing price of the main jujube futures contract is 10,695 yuan/ton, the main contract position is 128,528 lots (a decrease of 4,941 lots), the net long position of the top 20 futures holders is - 22,507 lots (an increase of 2,133 lots), the number of warehouse receipts is 8,739, and the effective warehouse receipt forecast is 1,565 [2]. 现货市场 - The wholesale prices of jujube in various regions are stable. For example, the unified - grade jujube price in Kashgar is 6 yuan/kg, the first - grade grey jujube wholesale price in Hebei is 4.45 yuan/jin, etc. [2]. Upstream Market - The annual jujube output is 6.069 million tons (an increase of 3.187 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 10,090 tons (a decrease of 230 tons compared to last week, a 2.23% decrease), the monthly jujube export volume is 1,765,107 kg (a decrease of 464,120 kg), and the cumulative monthly export volume is 17,115,674 kg [2]. Downstream Situation - The jujube wholesale price in Taiyuan, Shanxi is 20 yuan/kg (a decrease of 8), the cumulative quarterly sales volume of Haoxiangni jujube is 36,480.43 tons (a decrease of 2,981.06 tons), and the cumulative year - on - year production growth rate of Haoxiangni jujube is 1.47% (a decrease of 34.59%) [2]. Industry News - On July 31, the temperature in Aksu was between 15 - 28°C, and jujube farmers were actively managing their orchards. The mainstream per - mu yield was 700 - 800 kg, and attention was paid to the supplementary flowering of the third and fourth batches and physiological fruit drop [2]. - On Thursday, the jujube 2601 contract fell 0.83%. The physical inventory of 36 sample points last week was 10,090 tons, a 2.23% decrease from the previous week and a 73.07% increase year - on - year. Summer fresh fruits replace jujubes [2].