瑞达期货红枣产业日报-20260122

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The current market focus has shifted to the consumer side. As red dates enter the peak stocking period, the enthusiasm of downstream customers to purchase goods has increased. Attention should be paid to the pre - Chinese New Year stocking situation. In the Hebei sales area, the market is mainly trading with the self - owned goods of processing plants, and downstream merchants make purchases as needed. It is expected that logistics will gradually stop around the 15th day of the twelfth lunar month. In the short term, prices will remain weakly stable. On the futures market, the festival demand has limited boosting effect, and prices may continue to operate at a low level in the short term [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 8,745 yuan/ton, with a daily increase of 5 yuan; the main contract's open interest is 132,255 lots, a decrease of 994 lots. The net long position of the top 20 futures holders is - 17,050 lots, an increase of 478 lots. The number of warehouse receipts is 3,298, with no change, and the effective warehouse receipt forecast is 404, an increase of 12 [2] 3.2 Spot Market - The unified - grade red date price in Kashi is 6.5 yuan/kg, with no change; the first - grade grey date wholesale price in Hebei is 4.1 yuan/jin, with no change. The unified - grade red date price in Alar is 5.65 yuan/kg, with no change; the first - grade grey date wholesale price in Henan is 4.15 yuan/jin, with no change. The unified - grade red date price in Aksu is 5.15 yuan/kg, with no change; the special - grade red date price in Henan is 9.44 yuan/kg, with no change. The special - grade red date price in Hebei is 926 yuan/kg, an increase of 916.67 yuan; the special - grade red date price in Guangdong is 10 yuan/kg, with no change. The first - grade red date price in Guangdong is 8.8 yuan/kg, with no change [2] 3.3 Upstream Market - The annual red date output is 606.9 million tons, an increase of 318.7 million tons; 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 14,415 tons, a decrease of 885 tons. The monthly export volume of red dates is 3,537,566 kg, an increase of 1,332,346 kg; the cumulative monthly export volume is 29,291,188 kg, an increase of 3,537,566 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production growth rate is 1.47%, a decrease of 34.59 percentage points. The average daily arrival of red dates at the Ruyifang Market is 5.43 vehicles, a decrease of 0.77 vehicles. The monthly average wholesale price of red dates is 10.33 yuan/kg, an increase of 0.46 yuan. In the Hebei Cuierzhuang Market, 7 vehicles of red dates arrived, mainly sub - standard ones. Local processing plants mainly processed and shipped their own goods, and holders of goods actively sold, while downstream merchants made purchases as needed, with average transactions. In the Guangdong Ruyifang Market, 5 vehicles of red dates arrived, prices remained stable, and 1 - 2 vehicles were traded [2]