瑞达期货红枣产业日报-20250806

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The price of high - quality dates has increased, and the new - season production is expected to decrease. These factors support the firm operation of date futures prices. It is recommended to conduct short - term long - position trading with a light position when the price is low, while paying attention to controlling risks. Continuously monitor weather changes [2][3] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for dates is 10,980 yuan/ton. The net long position of the top 20 futures holders is - 21,661 lots. The number of warehouse receipts is 9,226, and the effective warehouse receipt forecast is 1,032. The open interest of the 110 main contract is 133,633 lots, with a change of - 28 [2] 3.2现货市场 - The prices of dates in different regions are as follows: the unified price of dates in Kashi is 6 yuan/kg, in Alar is 5.2 yuan/kg, and in Aksu is 4.8 yuan/kg. The wholesale prices of first - grade grey dates in Hebei and Henan are 4.6 yuan/jin and 4.5 yuan/jin respectively. The prices of special - grade dates in Henan, Hebei, and Guangdong are 10 yuan/kg, 10.16 yuan/kg, and 11.2 yuan/kg respectively, and the price of first - grade dates in Guangdong is 10 yuan/kg [2] 3.3 Upstream Market - The annual date production is 6.069 million tons, and the planting area is 1.993 million hectares, with a decrease of 41,000 hectares compared to the previous period [2] 3.4 Industry Situation - The national date inventory is 10,039 tons, a decrease of 51 tons compared to the previous week, a month - on - month decrease of 0.51% and a year - on - year increase of 81.11%. The monthly export volume of dates is 1,765,107 kg, a decrease of 464,120 kg. The cumulative monthly export volume is 17,115,674 kg [2] 3.5 Downstream Situation - The wholesale price of dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 20 yuan/kg, a decrease of 8. The cumulative quarterly sales volume of dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year production of dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - On August 6, the temperature in Aksu was between 15 - 27°C, and date farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg. Attention should be paid to the supplementary growth of the third and fourth batches of flowers and the physiological fruit drop. On Wednesday, the date 2601 contract rose 1.71%. As of July 31, the physical inventory of 36 sample points was 10,039 tons, a decrease of 51 tons from the previous week, a month - on - month decrease of 0.51% and a year - on - year increase of 81.11%. The inventory of sample points decreased, the arrival of goods in the sales area increased, and the downstream demand in the southern market increased [2]