瑞达期货红枣产业日报-20250715

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - As the weather gets hotter and seasonal fresh fruits come onto the market, they replace tonic products like red dates, leading to a seasonal off - peak in red date demand and slow inventory digestion [2]. - The new - season crops are at a critical fruiting stage, and the market focuses on the weather in the production areas. Currently, the growth of jujube trees is relatively good, and the production reduction may be less than expected. The main price of red dates has dropped in the short term, and attention should be paid to the situation of the second - crop flowers and fruits [2]. 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 10,280 yuan/ton, with a decrease of 110 yuan compared to the previous period [2]. - The position of the main futures contract for red dates is 132,979 lots, a decrease of 1,700 lots [2]. - The net long position of the top 20 futures holders for red dates is - 13,720 lots, an increase of 3,085 lots [2]. - The number of red date warehouse receipts is 9,122 sheets [2]. - The total number of effective warehouse receipt forecasts for red dates is 1,448 sheets, a decrease of 146 sheets [2]. 3.2 Spot Market - The price of general red dates in Kashgar is 0 yuan/kg; the wholesale price of first - grade grey dates in Hebei is 4.3 yuan/jin; the wholesale price of first - grade grey dates in Henan is 4.35 yuan/jin [2]. - The price of general red dates in Alar is 0 yuan/kg; the price of general red dates in Aksu is 4.8 yuan/kg [2]. - The price of super - grade red dates in Henan is 9.8 yuan/kg; the price of super - grade red dates in Hebei is 9.73 yuan/kg, a decrease of 0.01 yuan; the price of super - grade red dates in Guangdong is 11 yuan/kg [2]. - The price of first - grade red dates in Guangdong is 9.8 yuan/kg [2]. 3.3 Upstream Market - The annual output of red dates is 606.9 million tons, an increase of 318.7 million tons; the planting area of red dates is 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national red date inventory is 10,430 tons, a decrease of 90 tons compared to the previous week, a week - on - week decrease of 0.86% and a year - on - year increase of 72.28% [2]. - The monthly export volume of red dates is 2,229,227 kg, a decrease of 132,571 kg; the cumulative monthly export volume of red dates is 15,350,567 kg, an increase of 2,229,227 kg [2]. 3.5 Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province is 20 yuan/kg, a decrease of 8 yuan [2]. - The cumulative quarterly sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production of red dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - On July 15, the temperature in Kashgar region was between 21 - 30°C. Jujube farmers were actively engaged in field management such as watering and fertilizing. Jujube trees were gradually entering the physiological fruit - dropping stage. The recent temperature was suitable for fruit setting, and attention should be paid to the growth situation and weather changes in the production areas [2].