瑞达期货红枣产业日报-20250714

Report Industry Investment Rating - No information provided Core View - As of the week ending July 10, the physical inventory of 36 sample points was 10,430 tons, a decrease of 90 tons from the previous week, a month-on-month decrease of 0.86% and a year-on-year increase of 72.28%. With the arrival of hot weather and the listing of seasonal fresh fruits, the demand for red dates is in the seasonal off - peak, and inventory digestion is slow. The new - season crops are in the critical fruit - setting period, and the market focuses on the weather in the producing areas. Currently, the growth of jujube trees is relatively good, and the expectation of production reduction has weakened. The price of the main red date futures contract is expected to fluctuate weakly in the short term. Continuously monitor the situation of the second - crop flowers and fruits [2] Summary by Directory Futures Market - The closing price of the main red date futures contract was 10,390 yuan/ton, and the position of the main contract was 134,679 lots, a decrease of 5,134 lots. The net long position of the top 20 futures holders was - 16,805 lots, an increase of 262 lots. The number of warehouse receipts was 9,007, and the total number of effective warehouse receipt forecasts was 1,594 [2] Spot Market - The wholesale price of first - grade grey dates in Hebei was 6 yuan/jin, the wholesale price of first - grade grey dates in Henan was 4.35 yuan/jin. The prices of special - grade red dates in Hebei, Henan, and Guangdong were 9.73 yuan/kg, 9.8 yuan/kg, and 11 yuan/kg respectively. The price of first - grade red dates in Guangdong was 9.8 yuan/kg [2] Upstream Market - The annual output of red dates was 6.069 million tons, an increase of 3.187 million tons, and the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national red date inventory was 10,430 tons, a decrease of 90 tons. The monthly export volume was 2,229,227 kg, a decrease of 132,571 kg, and the cumulative export volume was 15,350,567 kg [2] Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi was 8 yuan/kg. The cumulative sales volume of red dates of好想你 was 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year production growth rate was 1.47%, a decrease of 34.59 percentage points [2] Industry News - In the growth period of jujube trees in the main grey - jujube producing areas in Xinjiang, jujube farmers are actively engaged in field management such as watering and fertilizing. Most jujube farmers keep new branches during the bud - pruning process. The jujube trees are entering the physiological fruit - dropping stage, and there is no concentrated fruit - dropping phenomenon. The temperature has dropped compared with the forecast, and the increased rainfall is suitable for fruit - setting. The fruit - setting of the first - crop flowers in some jujube orchards was average in the early stage [2]