成交一般，短期郑枣期价预计低位运行为主。 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 | 数据指标 | | 项目类别 最新 环比 数据指标 最新 | | 环比 | | --- | --- | --- | --- | --- | | 期货主力合约收盘价:红枣(日,元/吨) | | 9175 -50 主力合约持仓量:红枣(日,手) 117239 期货市场 | | -4404 | | 期货前20名持仓:净买单量:红枣(日,手) | | -7061 -3339 仓单数量:红枣(日,张) | 0 | 0 | | 有效仓单预报:红枣:小计(日,张) | | 536 108 | | | | 喀什红枣统货价格(日,元/公斤) | | 6.8 0 河北一级灰枣批发价格(日,元/斤) 现货市场 | 0.1 | 4.45 | | 阿拉尔红枣统货价格(日,元/公斤) | | 5.5 -0.15 河南一级灰枣批发价格(日,元/斤) | 0 | 4.45 | | 阿克苏红枣统货价格(日,单位:元/公斤) | | -0.35 河南红枣特级价格(元/公斤) 5.15 | 0 | 9.8 | | ...

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 | | | 红枣产业日报 2025-11-24 | 项目类别 | 数据指标 环比 数据指标 | 最新 | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) 230 主力合约持仓量:红枣(日,手) | 9225 | 121643 | -13118 | | | 期货前20名持仓:净买单量:红枣(日,手) 7928 仓单数量:红枣(日,张) | -3722 | 0 | 0 | | | 有效仓单预报:红枣:小计(日,张) 0 | 428 | | | | 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) | 6.8 | 4.35 | -0.05 | | | 阿拉尔红枣统货价格(日,元/公斤) 0 河南一级灰枣批发价格(日,元/斤) | 5.65 | 4.45 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) 0 河南红枣特级价格(元/公斤) | 5.5 | 9.8 | 0 | | | 河北 ...

Core Viewpoint - The Xinjiang Production and Construction Corps' Third Division is experiencing a bountiful harvest of 330,000 acres of red dates, with an estimated total production of approximately 220,000 tons by the end of November, driven by improved quality and stable yields [2][3][5]. Group 1: Harvest and Quality - The red dates are expected to yield between 750-800 kg per acre, attributed to favorable weather conditions with less rain leading to plumper and firmer fruits [7][6]. - The unique harvesting method involves natural drying on the tree, known as "hanging dry dates," which enhances the quality of the dates [9][10]. - The red dates from this region are characterized by thin skin, thick flesh, small seeds, and a high sugar content exceeding 75%, with a moisture content of 22% [20][21]. Group 2: Market Demand and Sales - There is strong market demand, with pre-orders already made for 25,000 tons of red dates, accounting for 45% of the total processing capacity in the region [28][30]. - The establishment of a centralized purchasing platform is being coordinated to facilitate sales and connect local farmers with processing enterprises [25][26]. Group 3: Industry Development and Support - The region benefits from favorable climatic conditions, including over 2,800 hours of annual sunlight and significant temperature variations, making it a prime area for high-quality red date production [47][48]. - A comprehensive development plan for the red date industry has been implemented, focusing on enhancing local processing capabilities and promoting quality-driven pricing [50][51]. - The establishment of a red date research institute aims to support the industry from cultivation to market, enhancing product quality and expanding the product range [60][62].

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].

Core Insights - The article highlights the harvesting season of high-quality red dates in the Uytian County, located at the edge of the Taklamakan Desert, emphasizing the unique climatic conditions that contribute to the fruit's quality [1][14]. Group 1: Harvesting Process - The red date trees in the region are 14 years old and currently in their peak production phase, with an average yield of 300 kilograms per acre, expected to increase to 400 kilograms per acre by 2025 [3]. - The harvesting method involves allowing the dates to naturally dry on the tree, enhancing sweetness and making them easier to store and transport [6]. - Farmers use a technique of shaking the branches to collect fallen dates, ensuring the fruit remains undamaged due to the soft sandy soil [9]. Group 2: Processing and Market - After collection, dates are sorted using various tools to separate them from leaves and dirt, followed by drying, cleaning, and packaging for both processing into snacks and direct market sales [11]. - The region has developed a complete industrial chain from planting to deep processing and sales, increasing the added value of red dates and providing local employment opportunities [18]. Group 3: Economic Impact - The unique geographical conditions not only favor red date cultivation but also contribute to ecological benefits such as windbreaks and soil stabilization [16]. - By 2025, the planting area for red dates in the Hetian region is expected to exceed 760,000 acres, with an anticipated production of over 210,000 tons and a market value exceeding 1.5 billion yuan [18].

Report Overview - The report is a daily report on the jujube industry dated October 29, 2025 [1] Industry Investment Rating - Not provided Core Viewpoints - The supply - side pressure in the jujube market will gradually emerge, and the probability of jujube prices continuing to decline increases. Attention should be paid to the mainstream purchase price and quality of new jujubes [2] Summary by Directory Futures Market - The closing price of the jujube futures main contract is 10,495 yuan/ton, with a ring - growth of 80 yuan/ton. The main contract's open interest is 184,472 lots, a decrease of 1,088 lots. The net long position of the top 20 futures holders is - 7,079 lots, an increase of 2,397 lots. The number of warehouse receipts is 0, and the total valid warehouse receipt forecast is 0 [2] Spot Market - The prices of jujube in different regions are as follows: the price of Kashgar jujube bulk goods is 7.5 yuan/kg; the wholesale price of Hebei first - grade gray jujube is 4.8 yuan/jin; the price of Alar jujube bulk goods is 7.15 yuan/kg; the wholesale price of Henan first - grade gray jujube is 4.75 yuan/jin; the price of Aksu jujube bulk goods is 6.75 yuan/kg; the price of Henan special - grade jujube is 10.5 yuan/kg; the price of Hebei special - grade jujube is 10.48 yuan/kg, a decrease of 0.07 yuan/kg; the price of Guangdong special - grade jujube is 11.6 yuan/kg; the price of Guangdong first - grade jujube is 10.6 yuan/kg [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 9,103 tons, an increase of 94 tons compared to last week, a month - on - month decrease of 1.04%, and a year - on - year increase of 109.22%. The monthly jujube export volume is 2,283,671 kg, a decrease of 81,222 kg. The cumulative monthly jujube export volume is 23,548,402 kg, an increase of 2,283,671 kg [2] Downstream Situation - The cumulative sales volume of Hao Xiang Ni's jujubes is 36,480.43 tons, and the cumulative year - on - year production growth rate is 1.47%. The cumulative sales volume of Hao Xiang Ni's jujubes decreased by 2,981.06 tons, and the cumulative year - on - year sales growth rate decreased by 34.59% [2] Industry News - The mainstream prices of jujube bulk goods in different regions are: 6.50 - 7.00 yuan/kg in Aksu, 6.80 - 7.50 yuan/kg in Alar, some guaranteed prices in Kashgar are 7.50 yuan/kg, 8.50 - 10.00 yuan/kg in Ruoqiang, 8.00 - 8.50 yuan/kg in Hotan, and 7.50 - 8.50 yuan/kg in Qiemo. The procurement in Hotan and Qiemo is almost finished, and the raw material procurement in the production area is based on quality, following the principle of high - quality products at high prices [2] Viewpoint Summary - As of October 23, 2025, the physical inventory of 36 sample points of jujubes this week is 9,103 tons, an increase of 94 tons compared to last week, a month - on - month decrease of 1.04%, and a year - on - year increase of 109.22%. The new - season jujubes have not been concentratedly picked, but inland jujube merchants have gone to the production areas to purchase goods. Some merchants are actively ordering new - season raw materials, while some are purchasing old jujubes [2]

Core Points - The "Jiangpin Southbound, Yuepin Northbound" red date order meeting held in Qianhai Town, 45th Regiment, achieved a record signing of 25,000 tons of red dates [2][4][24] - A total of 16 companies expressed clear purchasing intentions, with 5 companies signing purchase agreements on-site [3][4] Group 1 - The signing ceremony included representatives from five companies, with the total purchase volume accounting for approximately 45% of the local red date processing total [7][8] - The red date industry in Qianhai Town is deeply connected with market demand, injecting strong momentum into local industry development [8][24] - Qianhai Town has established a complete red date industrial chain, with three core processing enterprises and nine modern production lines, achieving an annual processing capacity of 55,000 tons [12][13] Group 2 - The "Jiangpin Southbound, Yuepin Northbound" initiative has been continuously promoted, facilitating the connection between local products and larger markets [17][20] - The initiative has helped local products gain market recognition through various promotional activities, including participation in urban landmarks and exhibitions [19][20] - The 45th Regiment plans to leverage the logistics network of the Greater Bay Area to sell red dates nationwide and attract quality enterprises and processing technologies from Guangdong [20][21] Group 3 - The event aims to create a "National Hanhai Date Town," with plans to achieve a deep processing output value of over 500 million yuan within three years, creating 2,000 jobs [23][24] - The signing of 25,000 tons is seen as a starting point for further promoting red dates and other specialty products from Xinjiang to larger markets [25][26]

Core Viewpoint - The article highlights the significance of San Shi red dates as a reliable agricultural product that plays a crucial role in supporting the local economy and enhancing the livelihoods of farmers in the region [4][10]. Group 1: Agricultural Impact - San Shi red dates are cultivated over an area of 320,000 acres, with 58,000 acres in the He Dong Town of the 48th Regiment [8]. - A framework agreement was signed for the purchase of 35,000 tons of red dates during the 2025 Harvest Festival in the Third Division of Tumushuke City [9]. - The stable output and large-scale production of red dates support numerous households, reflecting their value in rural revitalization [10]. Group 2: Versatility and Processing - San Shi red dates are versatile in culinary applications, being used in soups, desserts, and modern processed products like concentrated juice and date wine [13][15]. - Their adaptability and appeal make them a trusted "golden supporting role" in every household [16]. Group 3: Quality Control and Standards - The production of San Shi red dates adheres to strict quality standards, resulting in uniform, plump fruits with a consistent appearance [19][20]. - The establishment of the San Shi Red Date Research Institute provides a solid scientific foundation to ensure high-quality products from farm to table [22][23]. - The meticulous management practices are reflected in the standardized production processes, contributing to the overall quality of the red dates [25][26].

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The current jujube market is at a critical juncture between the old and new seasons, with prices in the sales areas showing small fluctuations. The jujubes in the main production areas have not been harvested on a large scale yet, and it is expected to start after the frost. It is necessary to pay attention to the acquisition progress and price changes. The inventory of sample points continues to decline. Some merchants are actively selling inventory to prepare for the new - season acquisition. As the weather turns cooler, the downstream purchasing enthusiasm has increased, and the market trading atmosphere has improved. It is expected that the jujube market will fluctuate within a certain range in the future [2] Group 3: Summary by Related Catalogs Futures Market - The closing price of the jujube futures main contract is 11,380 yuan/ton, with a decrease of 5; the main - contract position is 187,830 lots, an increase of 7,788. The net long position of the top 20 futures holders is - 12,544 lots, a decrease of 3,821; the number of warehouse receipts is 0, with no change. The total number of valid warehouse - receipt forecasts is 0 [2] Spot Market - The unified - grade jujube price in Kashi is 6 yuan/kg, with no change; the first - grade grey jujube wholesale price in Hebei is 4.75 yuan/jin, with no change. The unified - grade jujube price in Alar is 5.2 yuan/kg, with no change; the first - grade grey jujube wholesale price in Henan is 4.75 yuan/jin, with no change. The unified - grade jujube price in Aksu is 4.8 yuan/kg, with no change; the special - grade jujube price in Henan is 10.5 yuan/kg, with no change. The special - grade jujube price in Hebei is 10.64 yuan/kg, a decrease of 0.05; the special - grade jujube price in Guangdong is 11.6 yuan/kg, with no change. The first - grade jujube price in Guangdong is 10.6 yuan/kg, with no change [2] Upstream Market - The annual jujube output is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 4.1 [2] Industry Situation - The national jujube inventory is 9,009 tons, a decrease of 158 tons; the monthly jujube export volume is 2,283,671 kg, a decrease of 81,222 kg. The cumulative monthly jujube export volume is 23,548,402 kg [2] Downstream Situation - 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 production growth rate is 1.47%, a decrease of 34.59% [2] Industry News - In the Cui'erzhuang market in Hebei, 5 trucks of jujubes arrived at the parking area, and the prices remained stable. Some raw materials from Hetian Qiemo area have arrived in the Hebei market, with the reference price of special - grade raw jujubes at 10.40 yuan/kg and first - grade at 9.40 yuan/kg. In the Ruyifang market in Guangdong, 1 truck of jujubes arrived, and the prices remained stable [2]

Core Viewpoint - The article emphasizes the significance of San Shi red dates in the autumn and winter health regimen of Guangdong residents, highlighting their versatility and nutritional benefits [3][26]. Group 1: Product Characteristics - San Shi red dates are primarily composed of gray dates and winter dates, with gray dates having a high sugar content of over 65% when dried, and winter dates being crispy, juicy, and sweet [13][14]. - The unique "natural drying on the tree" method preserves the nutritional value of the red dates, appealing to the discerning tastes of Guangdong consumers [15][16]. Group 2: Agricultural Background - The average annual sunlight in Tumushuke City exceeds 2800 hours, with a temperature difference of 15°C between day and night, contributing to the high quality of red dates [9][10]. - In 2024, the planting area for red dates in Tumushuke is expected to reach 335,700 acres, indicating an increase in both quality and recognition of the product [11]. Group 3: Market Strategy - The third division of Tumushuke City is optimizing its industrial structure by extending the red date planting, processing, and sales chain, focusing on quality, branding, and market expansion [18][19]. - The "Xinjiang products southward, Guangdong products northward" initiative is facilitating the distribution of San Shi red dates to major cities in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing local income [20][21][24]. Group 4: Consumption and Availability - San Shi red dates can be consumed directly, used in sweet soups, or added to nourishing soups, making them a staple for health-conscious consumers in Guangdong [26]. - Various offline experience centers are established in cities like Guangzhou, Foshan, and Dongguan, providing direct access to San Shi red dates for consumers [28][31][33].