瑞达期货红枣产业日报-20250826

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The fundamentals of the red date market have changed little, and the red date futures lack guidance, showing a volatile trend. The market recognizes the reduction in the output of Xinjiang grey dates in the new season, but there are certain differences in the output estimates. It is recommended to wait and see for now and pay attention to the actual output and the opening price in the future [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 11,410 yuan/ton; the main contract's open interest is 132,249 lots, a decrease of 517 lots; the net long position of the top 20 futures holders is -8,698 lots, a decrease of 1,157 lots; the number of warehouse receipts is 10,022 sheets; the effective warehouse receipt forecast is 1,007 sheets, an increase of 63 sheets [2]. Spot Market - The wholesale prices of first - grade grey dates in Hebei, Henan are 6 yuan/jin and 4.8 yuan/jin respectively; the wholesale prices of red date specialties in Hebei, Henan, and Guangdong are 10.38 yuan/kg, 10.5 yuan/kg, and 11.5 yuan/kg respectively; the first - grade red date price in Guangdong is 10.5 yuan/kg [2]. Upstream Market - The annual red date output 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 9,519 tons, a decrease of 167 tons from last week, a 1.72% month - on - month decrease and a 79.20% year - on - year increase; the monthly red date export volume is 1,784,164 kg, an increase of 19,057 kg; the cumulative monthly red date export volume is 18,899,838 kg [2]. Downstream Situation - The red date wholesale price in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province is 8 yuan/kg; the cumulative sales volume of red dates of好想你 is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output of red dates of好想你 is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On August 26, the weather in Aksu was sunny with temperatures ranging from 14 - 27°C. Jujube farmers were actively engaged in field management. The mainstream per - mu yield was 700 - 800 kg, and the first - crop large fruits had gradually turned red. Attention should be paid to rainfall [2]. - On Tuesday, the red date 2601 contract rose 0.13%. In 2024, the red date output increased year - on - year, resulting in a higher inventory of old crops than the same period last year [2].