瑞达期货红枣产业日报-20251013

Report Summary 1) Report Industry Investment Rating - Not provided 2) Core Viewpoints - The price of the Hebei Cuierzhuang market is temporarily stable. Affected by the weather, the arrival of goods in the parking area of the market is small, and inland merchants have successively gone to the production areas to prepare for the new season. The price of the Guangdong Ruyifang market is also stable, with general transactions as downstream merchants purchase according to demand. The growth of red dates in the new - season main production areas is relatively better than that of the same period last year. Affected by the solar terms, the new jujubes are expected to be harvested about one week earlier than last year. Currently, the signed volume is small and the jujubes have not been harvested yet. Attention should be paid to the purchase price of new jujubes. The inventory of 36 sample physical warehouses decreased slightly. During the double - festivals, the arrival of goods in the sales areas was small, and the purchasing of merchants was average. For the Zhengzao 2601 contract, short - term observation is recommended [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 11,130 yuan/ton, a decrease of 15 yuan; the main contract's open interest is 162,954 lots, an increase of 4,970 lots. The net long position of the top 20 futures holders is - 2,771 lots, a decrease of 863 lots. The number of warehouse receipts is 0, and the valid warehouse receipt forecast is also 0 [2]. 现货市场 - The prices of red dates in various regions are mostly stable. For example, the price of general - grade red dates in Kashgar is 6 yuan/kg, the wholesale price of first - grade grey dates in Hebei is 4.75 yuan/jin, etc. Only the price of special - grade red dates in Hebei increased by 0.04 yuan/kg to 10.55 yuan/kg [2]. Upstream Market - The annual output of red dates is 606.9 million tons, an increase of 318.7 million tons; the planting area is 1.993 million hectares, a decrease of 0.041 million hectares [2]. Industry Situation - The national red date inventory is 9,167 tons, a decrease of 36 tons compared to last week, a 0.39% decrease month - on - month and a 93.89% increase year - on - year. The monthly export volume of red dates is 2,364,893 kg, an increase of 580,729 kg; the cumulative export volume is 21,264,731 kg, an increase of 2,364,893 kg [2]. Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni in the quarter is - 2,981.06 tons, and the cumulative production volume is 36,480.43 tons. The cumulative year - on - year production growth rate is 1.47%, and the sales volume growth rate is - 34.59% [2]. Industry News - The price of the Hebei Cuierzhuang market is stable with a small arrival of goods. Inland merchants are going to the production areas for the new season. The Guangdong Ruyifang market has 2 trucks of arrivals, with stable prices and general transactions. The new - season red dates in the main production areas are growing better than last year and are expected to be harvested about one week earlier [2].