瑞达期货红枣产业日报-20250901

Report Summary 1. Report Industry Investment Rating - No investment rating is provided in the report. 2. Core View of the Report - The market acknowledges the potential reduction in the output of Xinjiang grey dates in the new season, but there are differences in the output estimates. The downstream demand is weak, the market purchase and sales are average, the old - stock inventory is in a slow de - stocking process, the fundamentals change little, and the new - crop output awaits verification. The red date futures show a volatile trend. The future market should focus on the actual output and the opening price. It is recommended to wait and see for now [2]. 3. Summary According to Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 11,340 yuan/ton, a decrease of 170 yuan; the position of the main contract is 135,837 lots, an increase of 4,162 lots; the net long position of the top 20 futures holders is - 14,896 lots, a decrease of 4,698 lots; the number of warehouse receipts is 10,089 sheets; the total valid warehouse receipt forecast for red dates is 737 sheets, a decrease of 1 sheet [2]. 现货市场 - The prices of red dates in various regions are as follows: the price of Kashgar red date bulk goods is 6 yuan/kg; the wholesale price of first - class grey dates in Hebei is 4.8 yuan/jin; the price of Alar red date bulk goods is 5.2 yuan/kg; the wholesale price of first - class grey dates in Henan is 4.75 yuan/jin; the price of Aksu red date bulk goods is 4.8 yuan/kg; the price of special - grade red dates in Henan is 10.5 yuan/kg; the price of special - grade red dates in Hebei is 10.47 yuan/kg, a decrease of 0.02 yuan; the price of special - grade red dates in Guangdong is 11.7 yuan/kg; the price of first - class red dates in Guangdong is 10.6 yuan/kg [2]. Upstream Market - The annual output of red dates is 6.069 million tons, an increase of 3.187 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national red date inventory is 9,456 tons, a decrease of 63 tons compared with last week, a month - on - month decrease of 0.66% and a year - on - year increase of 74.95%. The monthly export volume of red dates is 1,784,164 kg, an increase of 19,057 kg; the cumulative monthly export volume is 18,899,838 kg, an increase of 1,784,164 kg [2]. Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 20 yuan/kg, a decrease of 8 yuan. The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output growth rate is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On September 1st, the weather in Kashgar was sunny with a temperature range of 18 - 33°C. According to on - the - spot research, the per - mu yield of each farm varies, with the mainstream per - mu yield ranging from 600 - 800 kg. The red dates have entered the sugar - increasing period, and attention should be paid to the rainfall in the main production areas in September. On Monday, the red date 2601 contract closed down 1.05%. In 2024, the red date output increased year - on - year, resulting in a higher inventory of old - crop products than the same period last year [2].