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瑞达期货红枣产业日报-20250811
Rui Da Qi Huo·2025-08-11 14:00
  1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The market's purchasing and selling atmosphere has improved, and the inventory reduction process is going well. The new - season crop is in the critical fruit - setting period, and the market focuses on the weather in the production areas. The estimated new - season production is between 56 - 62 million tons, a decrease of 20 - 25% compared to 2024 and 5 - 10% compared to 2022. The overall purchasing and selling atmosphere has warmed up, and the expected reduction in new - season production supports the continued rise of red date futures prices. It is recommended to conduct short - term long trades on dips [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the red date futures main contract is 11,685 yuan/ton, and the main contract position is 153,559 hands, a decrease of 1,078 hands. The net long position of the top 20 futures holders is - 5,788 hands, the number of warehouse receipts is 9,214, and the valid warehouse receipt forecast is 1,705 [2]. 现货市场 - The wholesale price of first - grade grey dates in Hebei is 4.65 yuan/jin, an increase of 0.05 yuan/jin; the wholesale price of first - grade grey dates in Henan is 4.5 yuan/jin, unchanged; the price of special - grade red dates in Henan is 10 yuan/kg, unchanged; the price of special - grade red dates in Hebei is 10.22 yuan/kg; the price of special - grade red dates in Guangdong is 11.3 yuan/kg, an increase of 0.1 yuan/kg; the price of first - grade red dates in Guangdong is 10.2 yuan/kg, an increase of 0.2 yuan/kg [2]. Upstream Market - The annual red date production is 3.187 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 9,784 tons, a decrease of 255 tons compared to last week, a decrease of 2.54% month - on - month and an increase of 72.62% year - on - year. The monthly red date export volume is 1,765,107 kg, a decrease of 464,120 kg; the cumulative monthly export volume is 17,115,674 kg [2]. Downstream Situation - The cumulative sales volume of red dates of好想你 in the quarter is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production growth rate of red dates of好想你 in the quarter is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On August 11, the temperature in Kashgar was between 22 - 35°C. The jujube fruits in this area were significantly larger than those in the First Division of the Corps and Aksu. The per - mu yield of each regiment farm varied, with the mainstream per - mu yield being 600 - 700 - 800 kg. Attention should be paid to the growth and weather changes in the production areas. The red date 2601 contract rose 3.32% on Monday [2].