瑞达期货红枣产业日报-20251218

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core View of the Report The overall supply of red dates is relatively loose due to the carry - over inventory of old dates and new - season supply, while downstream consumption lacks highlights. There is no obvious increase in the deep - processing and terminal markets. With about 2 months until the Spring Festival, short - term supply is abundant and demand has not improved significantly. It is expected that the price of red dates will continue to be weak. Attention should be paid to the consumption situation during the peak season. [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 8,920 yuan/ton, with a decrease of 5 yuan compared to the previous period. The main contract's open interest is 123,674 lots. - The net long position of the top 20 futures holders is - 10,403 lots, a decrease of 538 lots. The number of warehouse receipts is 982, and the total number of valid warehouse receipt forecasts is 1,145. [2] 3.2 Spot Market - The prices of red dates in various regions are as follows: the unified price of red dates in Kashgar is 6.5 yuan/kg; the wholesale price of first - grade grey dates in Hebei is 4.4 yuan/jin; the unified price of red dates in Alar is 5.65 yuan/kg; the wholesale price of first - grade grey dates in Henan is 4.45 yuan/jin; the price of special - grade red dates in Henan is 5.15 yuan/kg; the price of special - grade red dates in Hebei is 9.65 yuan/kg, a decrease of 0.02 yuan; the price of special - grade red dates in Guangdong is 10.6 yuan/kg; the price of first - grade red dates in Guangdong is 9.5 yuan/kg. [2] 3.3 Upstream Market - The annual output of red dates is 606.9 million tons, a decrease of 318.7 million tons compared to the previous period. The planting area is 1.993 million hectares. [2] 3.4 Industry Situation - The national red date inventory is 15,790 tons this week, an increase of 1,880 tons compared to last week, with a month - on - month increase of 13.52% and a year - on - year increase of 22.01%. - The monthly export volume of red dates is 2,205,220 kg, and the cumulative monthly export volume is 25,753,622 kg. [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiang Ni decreased by 2,981.06 tons. The cumulative quarterly year - on - year production of red dates of Hao Xiang Ni increased by 36,480.43% (1.47% increase compared to the previous period). [2] 3.6 Industry News - In the Hebei Cuierzhuang market, there are 10 trucks in the parking area. The arrivals are mainly sub - standard and finished products. After the new - season harvest, raw materials are gradually being processed in factories. The procurement cost for merchants is clear, and downstream buyers purchase as needed. - In the Guangdong Ruyifang market, 6 trucks of goods have arrived. Some of the goods have average quality, with the reference price for special - grade being 9.50 yuan/kg and first - grade being 8.30 yuan/kg. Downstream merchants purchase as needed, and about 2 trucks of goods are traded. [2]