瑞达期货红枣产业日报-20251028

Report Summary 1. Relevant Data - Futures Market: The closing price of the main futures contract for red dates was 10,445 yuan/ton, up 55 yuan; the main contract's open interest was 185,560 lots, up 440 lots; the net long position of the top 20 futures holders was -9,476 lots, down 4,648 lots; the number of warehouse receipts was 0; the effective warehouse receipt forecast was 0 [2]. - Spot Market: The unified - price of red dates in Kashgar was 7.5 yuan/kg (unchanged), in Alar was 7.15 yuan/kg (unchanged), and in Aksu was 6.75 yuan/kg (unchanged). The wholesale price of first - class grey dates in Hebei was 4.8 yuan/jin (unchanged), and in Henan was 4.75 yuan/jin (unchanged). The price of top - grade red dates in Henan was 10.5 yuan/kg (unchanged), in Hebei was 10.55 yuan/kg (down 0.09 yuan), and in Guangdong was 11.6 yuan/kg (unchanged). The price of first - class red dates in Guangdong was 10.6 yuan/kg (unchanged) [2]. - Upstream Market: The annual output of red dates was 606.9 million tons, up 318.7 million tons; the planting area was 1.993 million hectares, down 41,000 hectares [2]. - Industry Situation: The national red date inventory was 9,103 tons (weekly), up 94 tons; the monthly export volume was 2,283,671 kg, down 81,222 kg; the cumulative monthly export volume was 23,548,402 kg, up 2,283,671 kg [2]. - Downstream Situation: The cumulative quarterly sales volume of red dates of Hao Xiang Ni was - 2,981.06 tons, and the cumulative quarterly output increased by 36,480.43 tons year - on - year, with a growth rate of 1.47%, and the sales volume decreased by 34.59% year - on - year [2]. 2. Core View - New - season red dates have not been concentrated for harvest, but inland jujube merchants have gone to production areas to purchase. Some merchants are actively ordering new - season raw materials, while others are buying old stock. The acquisition progress in Hotan and Qiemo areas is relatively fast. The market's acceptance of new goods is worthy of attention. In the future, supply - side pressure will gradually emerge, and the probability of a continued decline in jujube prices increases. It is necessary to pay attention to the mainstream purchase price and quality of new jujubes [2]. 3. Industry News - The mainstream price of general - grade red dates in Aksu is 6.50 - 7.00 yuan/kg, in Alar is 6.80 - 7.50 yuan/kg, in some parts of Kashgar the floor price is 7.50 yuan/kg, in Hotan is 8.00 - 8.50 yuan/kg, in Qiemo is 7.50 - 8.00 yuan/kg, and in Ruoqiang is 8.00 - 8.50 yuan/kg, with high - quality products commanding higher prices. Affected by the solar terms, the harvest time of grey dates is earlier than last year, and the market focus is on the supply of goods available for making warehouse receipts [2].