瑞达期货红枣产业日报-20250929

Report Industry Investment Rating - Not provided Core Viewpoint - As of September 25, 2025, the physical inventory of 36 sample points for red dates this week was 9,203 tons, a decrease of 44 tons from last week, a 0.48% week - on - week decrease and an 84.80% year - on - year increase. The sample point inventory decreased slightly. The current time is the transition from the off - season to the peak season. Attention should be paid to consumption and the situation of new - season gray dates. It is recommended to wait and see in the short term [2] Summary by Directory Futures Market - The closing price of the futures main contract for red dates was 10,915 yuan/ton, a decrease of 370 yuan/ton; the main contract position was 147,842 lots, a decrease of 13,049 lots. The net long position of the top 20 futures holders was - 7,627 lots, a decrease of 3,028 lots; the number of warehouse receipts was 6,155, a decrease of 588; the effective warehouse receipt forecast was 58 [2] Spot Market - The unified price of red dates in Kashi was 6 yuan/kg; the wholesale price of first - class gray dates in Hebei was 4.75 yuan/jin; the unified price of red dates in Alar was 5.2 yuan/kg; the wholesale price of first - class gray dates in Henan was 4.75 yuan/jin; the price of special - grade red dates in Henan was 10.5 yuan/kg; the price of special - grade red dates in Hebei was 10.52 yuan/kg; the price of special - grade red dates in Guangdong was 11.7 yuan/kg; the price of first - class red dates in Guangdong was 10.6 yuan/kg. All prices were unchanged from the previous period [2] Upstream Market - The annual output of red dates was 3.187 million tons, and the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national red date inventory was 9,203 tons, a decrease of 44 tons; the monthly export volume of red dates was 2,364,893 kg, an increase of 580,729 kg; the cumulative monthly export volume was 21,264,731 kg [2] Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production was 1.47%, a decrease of 34.59 percentage points [2] Industry News - One truckload of red dates arrived at the Cui'erzhuang market in Hebei, with stable prices, and downstream buyers purchased as needed. Two truckloads of red dates arrived at the Ruyifang market in Guangdong, with stable prices. About one truckload was sold in the morning market, and the cold - storage shipment speed accelerated. The gray dates in the main production areas were in the sugar - increasing period, some first - crop fruits began to wrinkle and dry, and the quality of jujube fruits was better than that of the same period last year. In the sales areas, the spot market trading atmosphere was average, and downstream buyers made purchases based on rigid demand [2]