瑞达期货红枣产业日报-20251223

Report Overview - Report Title: Red Date Industry Daily Report 2025 - 12 - 23 [1] - Report Date: December 23, 2025 [1] 1. Report Industry Investment Rating - No investment rating information is provided in the report 2. Report's Core View - The follow - up market trend of red dates still depends on the peak - season consumption performance. If terminal demand is released as expected, inventory clearance speed may accelerate and support price stabilization; if consumption falls short of expectations, existing inventory pressure may become more prominent. In the short term, supply is abundant and demand shows no obvious improvement, so red date prices are expected to remain weak [2] 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the futures main contract for red dates is 8,750 yuan/ton, a decrease of 70 yuan; the main contract's open interest is 129,269 lots, an increase of 3,667 lots. The net long position of the top 20 futures holders is - 14,157 lots, an increase of 431 lots. The number of warehouse receipts is 1,092, and the total effective warehouse receipt forecast is 1,069, an increase of 34 [2] 3.2现货市场 - In the spot market, the prices of red dates in different regions show different trends. For example, the price of Kashgar red date bulk goods remains unchanged at 6.5 yuan/kg, while the wholesale price of first - grade gray dates in Hebei drops by 0.15 yuan to 4.2 yuan/jin [2] 3.3 Upstream Market - The annual output of red dates is 606.9 million tons, an increase of 318.7 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2] 3.4 Industry Situation - The national red date inventory is 16,108 tons, an increase of 318 tons compared to last week, with a month - on - month increase of 2.01% and a year - on - year increase of 34.68%. The monthly export volume of red dates is 2,205,220 kilograms, a decrease of 78,451 kilograms, and the cumulative monthly export volume is 25,753,622 kilograms, an increase of 2,205,220 kilograms [2] 3.5 Downstream Situation - Hao Xiang Ni's cumulative quarterly sales volume of red dates is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year output growth rate is 1.47%, a decrease of 34.59 percentage points. The average daily arrival of red date trucks at the Ruyifang Market is 5.13 trucks, a decrease of 0.25 trucks, and the monthly average wholesale price of red dates is 10.33 yuan/kg, an increase of 0.46 yuan [2] 3.6 Industry News - At the Beicuierzhuang Market, 5 trucks of red dates arrive at the parking area, mainly sub - standard products, with prices stable. Sellers are actively selling, and downstream buyers purchase as needed. At the Guangdong Ruyifang Market, 5 trucks of red dates arrive, mainly from Hebei, and downstream merchants purchase as needed, with about 1 truck sold in the morning [2]