瑞达期货红枣产业日报-20260112

Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View - The physical inventory of 36 sample points of red dates this week is 15,300 tons, a decrease of 349 tons compared with last week, a month - on - month decrease of 2.23%, and a year - on - year increase of 41.27%. The sample point inventory decreased month - on - month. The acquisition in the producing areas is basically over, and the overall circulation of market goods is stable. Traders commonly hoard raw materials in Xinjiang. As the twelfth lunar month approaches, the festival stocking demand is expected to drive the market into a phased peak of sales. Subsequently, it is necessary to focus on the actual sales speed of the terminal and the inventory performance of channels [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of red dates is 9,160 yuan/ton, the main contract position is 123,832 lots, a decrease of 1,231 lots compared with the previous period; the net buying volume of the top 20 futures positions is - 270 lots, the number of warehouse receipts is 2,820, an increase of 297; the total effective warehouse receipt forecast is 472, a decrease of 143 [2] 3.2现货市场 - The unified price of red dates in Kashgar is 6.5 yuan/kg, the wholesale price of first - grade grey dates in Hebei is 4.1 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 4.15 yuan/jin, the unified price of red dates in Aksu is 5.15 yuan/kg, the price of special - grade red dates in Henan is 9.5 yuan/kg, the price of special - grade red dates in Hebei is 9.52 yuan/kg, the price of special - grade red dates in Guangdong is 10 yuan/kg, and the price of first - grade red dates in Guangdong is 8.8 yuan/kg, all with no change compared with the previous period [2] 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 compared with the previous period [2] 3.4 Industry Situation - The national red date inventory is 15,300 tons, with a decrease of 349 tons compared with the previous week; the monthly export volume of red dates is 3,537,566 kg, an increase of 1,332,346 kg compared with the previous period; the cumulative export volume of red dates is 29,291,188 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, with a decrease of 2,981.06 tons compared with the previous period; the cumulative year - on - year increase in the output of red dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points compared with the previous period. The average daily arrival volume of red dates in Ruyifang Market is 0.8 vehicles, and the monthly average wholesale price of red dates is 10.33 yuan/kg, an increase of 0.46 yuan/kg compared with the previous period [2] 3.6 Industry News - In the parking area of Hebei Cuierzhuang Market, more than 20 vehicles arrived, mainly with sub - standard products and a small amount of finished products. Merchants purchased according to demand, and the price remained stable. In Guangdong Ruyifang Market, 13 vehicles arrived, and some arrival prices were relatively low. The market supply was sufficient, and about 2 vehicles were traded in the morning market. The acquisition of Xinjiang grey dates is over, and the market focus has shifted to the consumer end [2]