瑞达期货红枣产业日报-20250609

Report Industry Investment Rating - No relevant content provided Core Viewpoints - As the weather gets hotter, seasonal fresh fruits come onto the market, substituting for nourishing products like red dates. After the Dragon Boat Festival stocking ends, the market trading atmosphere weakens, the demand for red dates seasonally declines, inventory digestion slows down, and pressure keeps rising, which restricts the upside space of jujube prices. After the Dragon Boat Festival, the trading atmosphere in the red date market weakens, the arrival volume decreases. During the annual consumption trough, attention should be paid to the growth of the new season in the producing areas [2] Summary by Related Catalogs Futures Market - The closing price of the futures main contract for red dates is 8,910 yuan/ton; the main contract position is 78,665 lots, a decrease of 505 lots; the net long position of the top 20 futures holdings is -801 lots; the number of warehouse receipts is 8,383 sheets; the effective warehouse receipt forecast is 128 sheets [2] Spot Market - The wholesale price of first-grade grey jujubes in Hebei is 4.15 yuan/jin; in Henan, it is 4.25 yuan/jin. The price of special-grade red dates in Henan is 9.5 yuan/kg; in Hebei, it is 9.2 yuan/kg; in Guangdong, it is 10.4 yuan/kg, a decrease of 0.2 yuan/kg. The price of first-grade red dates in Guangdong is 9 yuan/kg. The unified price of red dates in Kashgar is 6 yuan/kg; in Alar, it is 5.2 yuan/kg; in Aksu, it is 4.8 yuan/kg [2] Upstream Market - The annual output of red dates 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 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 monthly export volume of red dates is 2,361,798 kg, a decrease of 1,057,714 kg; the cumulative monthly export volume is 13,121,340 kg [2] Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province 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] Industry News - According to the research data of Mysteel Agricultural Products, 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 inventory of sample points decreased slightly this week [2]