瑞达期货红枣产业日报-20250918

1. Report Industry Investment Rating - The report suggests a short - term bearish outlook on the red date industry [2] 2. Core View of the Report - The supply - demand contradiction in the red date market has not been effectively alleviated, and the market is in a state of dynamic balance. The arrival volume in the sales areas is low, the downstream purchasing enthusiasm is average, and the overall trading atmosphere is light. The mentality of holders has clearly diverged, with some being reluctant to sell and waiting to see the future market. Operationally, a short - term bearish approach is recommended [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 10,620 yuan/ton, down 195 yuan; the main contract's open interest is 146,461 lots, up 2,952 lots. The net long position of the top 20 futures holders is - 1,558 lots, up 2,514 lots. The number of warehouse receipts is 8,661, down 210; the effective warehouse receipt forecast is 58, unchanged [2] 3.2现货市场 - The prices of red date products in various regions are mostly stable, with only the price of Hebei's premium red dates down 0.03 yuan/kg to 10.33 yuan/kg [2] 3.3 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] 3.4 Industry Situation - The national red date inventory is 9,321 tons, down 89 tons; the monthly export volume is 1,784,164 kg, up 19,057 kg; the cumulative monthly export volume is 18,899,838 kg, up 1,784,164 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of Hao Xiang Ni's red dates is 36,480.43 tons, down 2,981.06 tons; the cumulative quarterly year - on - year production growth rate is 1.47%, down 34.59 percentage points [2] 3.6 Industry News - In Hebei's Cui'erzhuang market, 4 trucks of red dates arrived, with reference prices for premium, first - grade, and second - grade red dates. The market had little trading, and downstream buyers purchased as needed. In Guangdong's Ruyifang market, 4 trucks arrived, with spot prices fluctuating slightly, and early - morning trading of 1 - 2 trucks. In the main production areas of Xinjiang grey dates, the temperature is between 15°C - 31°C, and the jujube trees are in the sugar - increasing period. There may be light rain in mid - to - late September [2]