瑞达期货红枣产业日报-20250617

Report Summary 1) Report Industry Investment Rating No investment rating information is provided in the report. 2) Core Viewpoint As the weather gets hotter and seasonal fresh fruits come onto the market, they replace tonic products like red dates. It is the seasonal off - peak demand period for red dates, resulting in slow inventory digestion and increasing pressure, which restricts the upward space of red date prices. The physical inventory of 36 sample points this week is 10,693 tons, a decrease of 15 tons from last week, a 0.14% week - on - week decrease and a 69.51% year - on - year increase. The market trading atmosphere is average. During the annual consumption trough, attention should be paid to the growth of new crops in the producing areas [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 8,895 yuan/ton, and the main contract's open interest is 79,118 lots, an increase of 230 lots. The net long position of the top 20 futures holders is - 13,180 lots, a decrease of 1,208 lots. The number of warehouse receipts is 8,164, and the total valid warehouse receipt forecasts are 391, an increase of 260 [2]. Spot Market - The prices of red dates in different regions remain stable. For example, the wholesale price of first - class grey dates in Hebei is 4.15 yuan/jin, and the wholesale price of first - class grey dates in Henan is 4.25 yuan/jin [2]. Upstream Market - The annual output of red dates is 6.069 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 10,693 tons, a decrease of 15 tons from last week. 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, decreased. The cumulative quarterly sales volume of red dates of好想你 is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - According to Mysteel Agricultural Products research data, the physical inventory of 36 sample points is 10,693 tons, a 0.14% week - on - week decrease and a 69.51% year - on - year increase [2].