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红枣周报-宏观释放利好 盘面大幅反弹
Hua Rong Rong Da Qi Huo·2024-09-30 04:33

Market Dynamics - This week, the peak of downstream arrivals has decreased, and warehouse receipts are being canceled at an accelerated pace, flowing into the spot market[1] - The main contract for red dates rebounded significantly, closing at 10,005 CNY/ton, an increase of 570 CNY/ton from the previous period[4] - Overall inventory of red dates is lower compared to previous years, indicating a continuous destocking state[2] Supply and Demand Analysis - The new season dates are entering the maturity phase, with favorable weather conditions aiding in sugar accumulation and coloring[2] - The purchasing price for red dates is around 10 CNY/kg, which is lower than last year, reflecting a change in the purchasing psychology of farmers[2] - The fruit index has slightly decreased, indicating a potential impact on market dynamics[2] Technical Analysis - The main contract for Zheng dates (CJ2501) has a trading volume of 68,447 lots, which is a decrease of 4,586 lots from last week[4] - The MACD indicator shows a reduction in the green energy bar, while the KDJ indicator is converging downwards, suggesting potential market volatility[4] Strategic Recommendations - Investment clients are advised to adopt a range-bound trading strategy, while downstream merchants should purchase as needed, monitoring the 10,000 CNY support level[5] - Key factors to watch include seasonal sales recovery, ongoing inventory destocking, and the increase in new season date production[5] Risk Considerations - Investors should pay attention to potential purchasing policies in production areas, which could significantly influence market conditions[5]