瑞达期货红枣产业日报-20251216

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - The physical inventory of 36 sample points of red dates this week was 15,790 tons, an increase of 1,880 tons from last week, a month - on - month increase of 13.52% and a year - on - year increase of 22.01%. The inventory of sample points increased month - on - month. In the 2025 production season, the acquisition structure of grey dates was scattered. The acquisition cycle of large enterprises was limited, and some large enterprises did not conduct harvesting. Most of the货源 was concentrated in the hands of small and medium - sized merchants in the inland areas. With the carry - over inventory of old dates and the new - season supply, the overall supply of red dates was relatively loose. The downstream consumption lacked highlights, and there was hardly any obvious increase in the deep - processing and terminal markets. There were still 2 months until the Spring Festival, and the consumption situation during the peak season should be monitored [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of red dates was 8,965 yuan/ton, a decrease of 60 yuan; the position of the main contract was 119,763 lots, an increase of 294 lots; the net long position of the top 20 futures holders was - 8,556 lots, an increase of 347 lots; the number of warehouse receipts was 883, unchanged; the total number of effective warehouse receipt forecasts was 1,134, an increase of 365 [2] 3.2现货市场 - The prices of red dates in various regions were mostly stable. The unified price of red dates in Kashgar was 6.5 yuan/kg; the wholesale price of first - grade grey dates in Hebei was 4.4 yuan/jin; the unified price of red dates in Alar was 5.65 yuan/kg; the wholesale price of first - grade grey dates in Henan was 4.45 yuan/jin; the price of special - grade red dates in Henan was 9.9 yuan/kg; the price of special - grade red dates in Hebei was 9.76 yuan/kg, a decrease of 0.01 yuan; the price of special - grade red dates in Guangdong was 10.6 yuan/kg; the price of first - grade red dates in Guangdong was 9.5 yuan/kg [2] 3.3 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] 3.4 Industry Situation - The national red date inventory was 15,790 tons, an increase of 1,880 tons. The monthly export volume of red dates was 2,205,220 kg, a decrease of 78,451 kg. The cumulative monthly export volume was 25,753,622 kg, an increase of 2,205,220 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year increase in the output of red dates of Hao Xiang Ni was 1.47%, a decrease of 34.59 percentage points [2] 3.6 Industry News - In the Cui'erzhuang market in Hebei, 14 trucks arrived at the parking area, with an increase in arrivals mainly consisting of sub - standard products. After the new - season harvest, the raw materials were gradually returned to the factory for processing. The procurement cost of merchants was clear, and downstream customers purchased according to demand. In the Ruyifang market in Guangdong, 3 trucks arrived, and the mainstream arrival prices in the market were stable. Downstream merchants took goods according to demand. With the progress of the new red date harvest, the output of each production area was gradually becoming clear [2]