瑞达期货红枣产业日报-20250610

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]