瑞达期货红枣产业日报-20250820

Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - Before the new - season production is finalized, the expectation of reduced production of new - season crops supports the futures price of red dates. However, after the previous price increase digested the positive impact of reduced production, the red date 2601 contract will have a short - term strong adjustment. It is recommended to focus on the new - season production and conduct short - term trading [2] 3. Summary According to Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates was 11,530 yuan/ton, a decrease of 20 yuan; the main contract's open interest was 135,531 lots, a decrease of 8,102 lots. The net long position of the top 20 futures holders was - 11,868 lots, an increase of 2,517 lots. The number of warehouse receipts was 9,832, and the total valid warehouse receipt forecasts were 1,236, a decrease of 343 [2] 现货市场 - The prices of red dates in various regions remained mostly stable, with the price of Hebei red date special grade decreasing by 0.02 yuan/kg to 10.44 yuan/kg [2] Upstream Market - The annual production of red dates was 606.9 million tons, an increase of 318.7 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 9,686 tons, a decrease of 98 tons compared to last week, a 1.00% month - on - month decrease and a 79.94% year - on - year increase. The monthly export volume of red dates was 1,765,107 kg, a decrease of 464,120 kg; the cumulative monthly export volume was 17,115,674 kg, an increase of 1,765,107 kg [2] Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province was 20 yuan/kg, a decrease of 8 yuan. The cumulative sales volume of red dates by HaoXiangNi was 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year production of red dates by HaoXiangNi was 1.47%, a decrease of 34.59 percentage points [2] Industry News - On August 20th, the weather in Aksu changed from sunny to light rain, with temperatures between 14 - 26°C. The jujube farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg. The red date fruits were in the fruit - swelling stage, and the first - crop large fruits had gradually turned red. Attention should be paid to the rainfall. On Wednesday, the red date 2601 contract closed down 0.77%. According to Mysteel's research data, the physical inventory of red dates in 36 sample points in the 33rd week was 9,686 tons [2]