瑞达期货红枣产业日报-20251124

Report Summary 1. Industry Investment Rating No investment rating provided in the report. 2. Core View The sample - point inventory of red dates has increased. About 50% of the acquisition in major producing areas has been completed, and the acquired goods are being shipped. The acquisition progress in the Third Division and Maigaiti area is relatively slow. The product prices in the sales area continue to decline, the downstream purchasing enthusiasm is low, the market transaction is average, the spot price is expected to be weakly stable, and the Zhengzhou red date futures price is expected to run at a low level in the short term [3]. 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract for red dates is 9225 yuan/ton, and the main - contract position is 121,643 lots, a decrease of 13,118 lots compared to the previous period. The net long position of the top 20 futures holders is - 3722 lots, the number of warehouse receipts is 0, and the total effective warehouse - receipt forecast is 428 [3]. 3.2 Spot Market - The prices of red dates in different regions show different trends. For example, the wholesale price of first - grade grey dates in Hebei is 4.35 yuan/jin, a decrease of 0.05 yuan/jin; the wholesale price of first - grade grey dates in Henan is 4.45 yuan/jin, unchanged; the price of special - grade red dates in Hebei is 9.66 yuan/kg, a decrease of 0.01 yuan/kg; the price of special - grade red dates in Guangdong is 11.2 yuan/kg, a decrease of 0.1 yuan/kg [3]. 3.3 Upstream Market - The annual output of red dates is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [3]. 3.4 Industry Situation - The national red - date inventory is 10,330 tons, an increase of 490 tons compared to the previous week, a 4.98% week - on - week increase and a 101.76% year - on - year increase. The monthly export volume of red dates is 2,205,220 kg, a decrease of 78,451 kg, and the cumulative export volume is 25,753,622 kg [3]. 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, and the cumulative year - on - year growth rate of production is 1.47%, a decrease of 34.59 percentage points [3]. 3.6 Industry News - In the Hebei Cuierzhuang market, 15 trucks of red dates arrived, with reference prices of 9.50 yuan/kg for special - grade, 8.50 - 8.70 yuan/kg for first - grade, and 7.50 yuan/kg for second - grade. In the Guangdong Ruyifang market, 12 trucks of red dates arrived, with reference prices of 10.80 yuan/kg for special - grade and 9.90 yuan/kg for first - grade. The quality of the arrived goods varies, the price difference has widened, and the market acceptance of ordinary goods is poor. The red dates in the Xinjiang main - producing area are in the late stage of being picked, and the acquisition progress in Aksu and other places has accelerated [3].