瑞达期货红枣产业日报-20251104

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report - The physical inventory of 36 sample points of red dates this week is 9,348 tons, an increase of 245 tons from last week, a month - on - month increase of 2.69%, and a year - on - year increase of 120.78%. In the sales area market, the price in the Hebei market has been slightly reduced, and customers are picking and making small - volume transactions. The price acceptance is currently average. It is expected that the production area will enter the centralized harvesting stage in early November. Attention should be paid to changes in the enthusiasm and volume of customer purchases. In terms of operation, it is advisable to wait and see in the short term [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 9,695 yuan/ton, a decrease of 585 yuan; the position of the main contract is 178,928 lots, an increase of 69 lots. The net long position of the top 20 futures holders is - 9,805 lots, a decrease of 5,679 lots; the number of warehouse receipts is 0, with no change; the total effective warehouse receipt forecast is 0, with no change [2]. 3.2 Spot Market - The prices of red dates in various regions are as follows: the price of general - grade red dates in Kashgar is 7.35 yuan/kg, with no change; the wholesale price of first - grade gray dates in Hebei is 4.7 yuan/jin, with no change; the price of general - grade red dates in Alar is 0 yuan/kg; the wholesale price of first - grade gray dates in Henan is 4.75 yuan/jin, with no change; the price of general - grade red dates in Aksu is 6.65 yuan/kg, with no change; the price of special - grade red dates in Henan is 10.5 yuan/kg, with no change; the price of special - grade red dates in Hebei is 10.35 yuan/kg, a decrease of 0.03 yuan; the price of special - grade red dates in Guangdong is 11.6 yuan/kg, with no change; the price of first - grade red dates in Guangdong is 10.6 yuan/kg, with no change [2]. 3.3 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 41,000 hectares [2]. 3.4 Industry Situation - The national red date inventory this week is 9,348 tons, an increase of 245 tons; the monthly export volume of red dates is 2,283,671 kg, a decrease of 81,222 kg; the cumulative monthly export volume is 23,548,402 kg, an increase of 2,283,671 kg [2]. 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative quarterly year - on - year production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. 3.6 Industry News - In the Hebei Cuierzhuang market, 3 trucks arrived at the parking area. The reference prices for the arrived goods are: special - grade 10.50 yuan/kg, first - grade 9.40 yuan/kg, and second - grade 7.60 - 8.20 yuan/kg. There are many customers looking at and purchasing goods in the market. Combined with the prices, old stock is more popular than new stock. In the Guangdong Ruyifang market, 2 trucks of new - season products arrived. The reference prices for the arrived new - season products are: special - grade 12.80 yuan/kg, second - grade 9.80 yuan/kg. The market acceptance of new goods is average, and customers purchase according to their needs. The prices of old - stock special - grade and first - grade are 12.00 yuan/kg and 10.80 yuan/kg respectively, and customers pick and buy [2]. - Xinjiang merchants have high enthusiasm for purchasing, actively finalize orchards and trees, and actively ship the harvested goods to the inland. The number of price - setting sales by futures - cash companies has increased, and some customers are actively purchasing old - season goods [2].