瑞达期货红枣产业日报-20251112

Report Industry Investment Rating - Not provided Core View of the Report - The procurement enthusiasm of merchants in the Xinjiang main - producing area has weakened. The physical inventory of 36 sample points this week increased by 193 tons compared with last week, a month - on - month increase of 2.06% and a year - on - year increase of 131.35%. Merchants are more active in purchasing old goods with high cost - performance, and less enthusiastic about purchasing new - season raw materials in the producing area. The price in the sales area has been slightly reduced, and downstream customers mostly wait and purchase as needed. It is recommended to wait and see in the short term [2] Summary by Related Catalogs Futures Market - The closing price of the futures main contract for red dates was 9365 yuan/ton, a decrease of 130 yuan; the main contract position was 151,592 lots, an increase of 2,176 lots. The net long position of the top 20 futures positions was - 11,102 lots, a decrease of 3,392 lots. The number of warehouse receipts was 0, and the effective warehouse receipt forecast was 0 [2] Spot Market - The unified price of Kashgar red dates was 7.35 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Hebei was 4.5 yuan/jin, unchanged; the unified price of Alar red dates was 6.4 yuan/kg, a decrease of 0.1 yuan; the wholesale price of first - grade grey dates in Henan was 4.6 yuan/jin, unchanged; the unified price of Aksu red dates was 6.2 yuan/kg, a decrease of 0.1 yuan; the special - grade price of red dates in Henan was 10.3 yuan/kg, unchanged; the special - grade price of red dates in Hebei was 9.98 yuan/kg, a decrease of 0.02 yuan; the special - grade price of red dates in Guangdong was 11.5 yuan/kg, unchanged; the first - grade price of red dates in Guangdong was 10.3 yuan/kg, unchanged [2] Upstream Market - The annual output of red dates was 6.069 million tons, an increase of 3.187 million tons; the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national red date inventory was 9,541 tons, an increase of 193 tons; the monthly export volume was 2,283,671 kg, a decrease of 81,222 kg; the cumulative monthly export volume was 23,548,402 kg, an increase of 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 year - on - year production increase was 1.47%, a decrease of 34.59 percentage points [2] Industry News - In the Hebei Cuierzhuang market, 4 trucks of red dates arrived. The reference price for special - grade was 10.00 - 10.70 yuan/kg, and for first - grade was 9.00 - 9.70 yuan/kg. New - season finished products were on the market, with a slight price adjustment. In the Guangdong Ruyifang market, 5 trucks of red dates arrived, the price was stable, more new goods were on the market, the reference price for special - grade was 11.50 yuan/kg, and for first - grade was 10.50 yuan/kg. The purchasing enthusiasm of downstream merchants was average [2] Viewpoint Summary - In the Xinjiang main - producing area, the procurement in areas such as Hotan has ended. The picking progress in areas such as Alar and Aksu is 30% - 40%. The procurement enthusiasm of merchants has weakened. The physical inventory of 36 sample points this week increased by 193 tons compared with last week, a month - on - month increase of 2.06% and a year - on - year increase of 131.35%. Merchants are more active in purchasing old goods with high cost - performance, and less enthusiastic about purchasing new - season raw materials in the producing area. The price in the sales area has been slightly reduced, and downstream customers mostly wait and purchase as needed [2] Prompt Attention - There is no news today. The producing area has entered the concentrated picking stage. Attention should be paid to the changes in the purchasing enthusiasm and purchasing structure of buyers [2]