瑞达期货红枣产业日报-20250903

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints - The market recognizes the reduction in the output of new - season Xinjiang gray dates, but there are certain differences in output estimates [2]. - Downstream demand is weak, market purchasing and sales are average, and old - crop inventories are in a slow de - stocking process. Spot prices are running smoothly, and red date futures are in a volatile trend. Future attention should be paid to the actual output and opening price performance. It is recommended to wait and see for now [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the futures main contract for red dates is 11,325 yuan/ton, a decrease of 55 yuan; the main contract position is 136,718 lots, an increase of 4,526 lots [2]. - The net long position of the top 20 futures holders is 1,801 lots, and the number of warehouse receipts is 10,037, with an effective warehouse receipt forecast of 737 lots [2]. 现货市场 - The unified - grade red date prices in Kashgar, Alar, and Aksu are 6 yuan/kg, 5.2 yuan/kg, and 4.8 yuan/kg respectively; the wholesale prices of first - grade gray dates in Hebei and Henan are 4.8 yuan/jin and 4.75 yuan/jin respectively [2]. - The prices of special - grade red dates in Henan, Hebei, and Guangdong are 10.5 yuan/kg, 10.5 yuan/kg, and 11.7 yuan/kg respectively; the price of first - grade red dates in Guangdong is 10.6 yuan/kg [2]. Upstream Market - The annual output of red dates is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 4.1% [2]. Industry Situation - The national red date inventory is 9,456 tons, a decrease of 63 tons from last week, a 0.66% month - on - month decrease and a 74.95% year - on - year increase [2]. - The monthly export volume of red dates is 1,784,164 kg, an increase of 19,057 kg; the cumulative export volume is 18,899,838 kg [2]. Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi is 1.47 yuan/kg, a decrease of 8 yuan [2]. - The cumulative sales volume of red dates of HaoXiangNi is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output growth rate is - 34.59% [2]. Industry News - On September 3, the weather in Alar was sunny with temperatures between 15 - 31°C. Jujube farmers were actively engaged in field management. Attention should be paid to the impact of rainfall in September on jujube fruits [2]. - On Wednesday, the red date 2601 contract closed down 0.57%. In 2024, the red date output increased year - on - year, resulting in old - crop inventories being much higher than the same period last year [2].