Report Industry Investment Rating - No relevant content found Core View - As the weather gets hotter, seasonal fresh fruits come onto the market, substituting for nourishing products like dates. After the Dragon Boat Festival stocking ends, the market sales atmosphere weakens. The seasonal demand for dates fades, inventory digestion slows, and pressure becomes prominent, suppressing the upside space of date prices. This week, the physical inventory of 36 sample points was 10,708 tons, a decrease of 45 tons from last week, a 0.42% week-on-week decrease and a 72.38% year-on-year increase. After the Dragon Boat Festival, the trading atmosphere in the date market weakens, the arrival volume decreases, and it is the annual consumption trough. It is necessary to pay attention to the growth of the new season in the production areas and the weather in the production areas, which affects the market fluctuation [2] Summary by Directory Futures Market - The closing price of the futures main contract of dates was 78,487 yuan/ton, a decrease of 70 yuan/ton; the main contract position was 8,925 hands, an increase of 25 hands; the effective warehouse receipt forecast was 126 sheets, unchanged; the net long position of the top 20 futures positions was 629 hands; the warehouse receipt quantity was 8,371 sheets, a decrease of 7 sheets [2] Spot Market - The unified price of dates in Alar was 5.2 yuan/kg, unchanged; the wholesale price of first-grade grey dates in Henan was 4.25 yuan/jin, unchanged; the unified price of dates in Aksu was 4.8 yuan/kg, unchanged; the special-grade price of dates in Henan was 9.5 yuan/kg, unchanged; the first-grade price of dates in Guangdong was 9 yuan/kg, unchanged; the wholesale price of dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi was 1.47 yuan/kg, a decrease of 8 yuan/kg; the unified price of dates in Kashgar was 6 yuan/kg, unchanged; the wholesale price of first-grade grey dates in Hebei was 4.15 yuan/jin; the special-grade price of dates in Hebei was 9.2 yuan/kg, unchanged; the special-grade price of dates in Guangdong was 10.4 yuan/kg [2] Upstream Market - The planting area of dates was 606.9 million hectares, an increase of 318.7 million hectares; the output was 199.3 million tons, a decrease of 4.1 million tons [2] Industry Situation - The national date inventory was 10,708 tons, a decrease of 45 tons; the monthly export volume was 2,361,798 kg, a decrease of 1,057,714 kg; the cumulative export volume was 13,121,340 kg; the sales volume of Hao Xiang Ni's dates was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year-on-year output growth rate was -34.59% [2] Industry News - According to the research data of Mysteel Agricultural Products, the physical inventory of 36 sample points this week was 10,708 tons, a decrease of 45 tons from last week, a 0.42% week-on-week decrease and a 72.38% year-on-year increase. The inventory of sample points decreased slightly this week [2] Suggested Attention - There is no news today. The weather in the production areas affects the market fluctuation [2]
瑞达期货红枣产业日报-20250611
Rui Da Qi Huo·2025-06-11 08:51