瑞达期货红枣产业日报-20250814

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - Market trading atmosphere has improved, and the inventory reduction process is going well. New - season crops are in the critical fruit - setting period, and the market focuses on the weather in production areas. The estimated new - season output is 56 - 62 million tons, with an expected reduction compared to previous years, but the reduction is less than that in 2023. Overall, the trading atmosphere is warming up, and the expected new - season production reduction supports the upward trend of red date futures prices. Technically, the red date 2601 contract has fallen below the 5 - day moving average and is undergoing a short - term technical adjustment but remains in the upward channel. It is recommended to wait and see for now [3] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the futures main contract for red dates is 11,460 yuan/ton, up 50 yuan; the main contract position is 143,720 lots, up 574 lots; the net long position of the top 20 futures holders is - 15,577 lots, up 2,903 lots; the number of warehouse receipts is 9,214, unchanged; the effective warehouse receipt forecast is 1,809, unchanged [3] 3.2 Spot Market - The unified price of red dates in Kashgar is 6 yuan/kg, unchanged; the wholesale price of first - grade gray dates in Hebei is 4.8 yuan/jin, up 0.05 yuan; the unified price of red dates in Alar is 5.2 yuan/kg, unchanged; the wholesale price of first - grade gray dates in Henan is 4.75 yuan/jin, up 0.15 yuan; the unified price of red dates in Aksu is 4.8 yuan/kg, unchanged; the special - grade price of red dates in Henan is 10.5 yuan/kg, up 0.2 yuan; the special - grade price of red dates in Hebei is 10.46 yuan/kg, up 0.16 yuan; the special - grade price of red dates in Guangdong is 11.5 yuan/kg, unchanged; the first - grade price of red dates in Guangdong is 10.5 yuan/kg, unchanged [3] 3.3 Upstream Market - The annual output of red dates is 6.069 million tons, up 3.187 million tons; the planting area is 1.993 million hectares, down 41,000 hectares [3] 3.4 Industry Situation - The national red date inventory is 9,784 tons, down 255 tons; the monthly export volume is 1,765,107 kg, down 464,120 kg; the cumulative monthly export volume is 17,115,674 kg, an increase of 1,765,107 kg [3] 3.5 Downstream Situation - The wholesale price of red dates in Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 10 yuan/kg, unchanged; the cumulative quarterly sales volume of red dates of好想你 is 36,480.43 tons, down 2,981.06 tons; the cumulative quarterly year - on - year production growth rate of red dates of好想你 is 1.47%, down 34.59 percentage points [3] 3.6 Industry News - On August 14, the weather in Aksu changed from cloudy to light rain, with temperatures between 20 - 32°C. Jujube farmers are actively engaged in field management. The mainstream per - mu yield is 700 - 800 kg, and the jujube fruits are in the swelling period. Attention should be paid to rainfall [3]