瑞达期货红枣产业日报-20250812

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - On Tuesday, the red date 2601 contract closed down 0.9%. The physical inventory of 36 red date sample points in the 32nd week was 9,784 tons, a decrease of 255 tons from the previous week, a 2.54% week - on - week decrease and a 72.62% year - on - year increase. The market's purchasing and sales atmosphere improved, and the de - stocking process was good. The new crop is in the critical fruit - setting period, and the market focuses on the weather in the production areas. The highest temperature in Xinjiang will be high in the next few days. Preliminary estimates suggest that the new - season output will be 560,000 - 620,000 tons, a 5 - 10% decrease compared to the normal year of 2022 and a 20 - 25% decrease compared to 2024, but the reduction is less than that in 2023. Overall, the warming purchasing and sales atmosphere and the expected reduction in new - season output support the short - term strong and volatile trend of red date futures prices. Technically, the red date 2601 contract ended its four - day consecutive increase but remained above the moving average system. It is recommended to go long on dips and control risks [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the red date futures main contract was 11,550 yuan/ton, down 135 yuan; the main contract's open interest was 145,796 lots, down 7,763 lots. The net long position of the top 20 futures holders was - 18,480 lots, up 1,350 lots; the number of warehouse receipts was 9,214, unchanged; the total valid warehouse receipt forecasts were 1,809 [2]. 现货市场 - The unified - grade red date prices in Kashgar, Alar, and Aksu were 6 yuan/kg, 5.2 yuan/kg, and 4.8 yuan/kg respectively, all unchanged. The wholesale prices of first - grade grey dates in Hebei and Henan were 4.75 yuan/jin and 4.6 yuan/jin respectively, both up 0.1 yuan/jin. The prices of special - grade red dates in Henan, Hebei, and Guangdong were 10.3 yuan/kg, 10.41 yuan/kg, and 11.5 yuan/kg respectively, up 0.3 yuan/kg, 0.19 yuan/kg, and 0.2 yuan/kg respectively. The first - grade red date price in Guangdong was 10.5 yuan/kg, up 0.3 yuan/kg [2]. Upstream Market - The annual red date output was 6.069 million tons, an increase of 3.187 million tons; the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national red date inventory was 9,784 tons, a decrease of 255 tons; the monthly export volume was 1,765,107 kg, a decrease of 464,120 kg; the cumulative monthly export volume was 17,115,674 kg [2]. Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi was 20 yuan/kg, down 8 yuan. The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production increase was 1.47%, and the cumulative year - on - year sales increase was - 34.59% [2]. Industry News - On August 12, the temperature in Aksu was between 18 - 34°C. Jujube farmers were actively engaged in field management. According to the on - the - spot research in mid - July, the mainstream per - mu yield was 700 - 800 kg. Attention should be paid to the impact of weather changes on yield and quality [2].