瑞达期货红枣产业日报-20260120

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The current market focus has shifted to the consumer end. The arrival of goods in the Hebei sales area market has continued this week, with an average of about 7 trucks per day. The goods arriving at the market are mainly off - grade, and the mainstream price tends to be stable. As of January 14, 2026, the physical inventory of 36 sample points of red dates this week was 14,415 tons, a decrease of 885 tons compared with last week, a month - on - month decrease of 5.78%, and a year - on - year increase of 35%. The sample point inventory decreased month - on - month. Currently, red dates have entered the peak stocking period, and the enthusiasm of downstream customers to purchase goods has increased. Attention should be paid to the pre - Spring Festival stocking situation [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates was 8,700 yuan/ton, a decrease of 115 yuan; the main contract's open interest was 40,380 hands; the net long position of the top 20 futures holders was 3,298 hands, a decrease of 80 hands; the number of warehouse receipts was not provided; the total number of valid warehouse receipt forecasts was 324, unchanged [2] 3.2 Spot Market - The prices of red dates in various regions showed different trends. For example, the price of general - grade red dates in Kashgar was 4.1 yuan/kg, in Alar was 4.15 yuan/kg, and in Aksu was 9.44 yuan/kg. The price of first - grade grey dates in Hebei was 0 yuan/jin, and the price of special - grade red dates in Hebei was 10 yuan/kg, a decrease of 0.03 yuan compared with the previous value [2] 3.3 Upstream Market - The annual output of red dates was 199.3 million tons, an increase of 318.7 million tons compared with the previous value; the planting area of red dates was 6.069 million hectares, a decrease of 4.1 million hectares [2] 3.4 Industry Situation - The national red date inventory was 3,537,566 tons, a decrease of 885 tons compared with the previous value; the monthly export volume of red dates was 1,332,346 kg, and the cumulative export volume was 29,291,188 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 1,470 tons, a decrease of 2,981.06 tons compared with the previous value; the cumulative year - on - year production of red dates of Hao Xiang Ni decreased by 34.59%; the average daily number of trucks arriving at the Ruyifang Market was 10.33, a decrease of 0.77 compared with the previous value; the average monthly wholesale price of red dates was 0.46 yuan/kg [2] 3.6 Industry News - Nearly 3 trucks of goods arrived at the parking area of the Cui'erzhuang Market in Hebei, mainly off - grade. Local processing plants mainly processed and shipped their own goods, and holders of goods actively shipped. Downstream customers purchased according to their needs. 8 trucks of goods arrived at the Ruyifang Market in Guangdong, the price remained stable for the time being, and about 3 trucks of goods were traded in the market. The current market focus has shifted to the consumer end [2]