瑞达期货红枣产业日报-20260128

1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - The current time has entered the traditional pre - Spring Festival stocking peak, but downstream channels have a low willingness to make large - order purchases, and the terminal market generally maintains a low - inventory strategy of "buy as you go", resulting in fragmented demand transmission. With only more than ten days left until the national logistics network shuts down, close attention should be paid to the stocking intensity in the last stage before the festival [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract for red dates is 8,830 yuan/ton, with a change of 10; the main contract position is 128,307 lots, with a decrease of 215; the net long position of the top 20 futures holders is - 17,049 lots, with a decrease of 365; the warehouse receipt quantity is 3,313 lots; the effective warehouse receipt forecast is 523 lots, with no change [2] 3.2 Spot Market - The unified - grade red date price in Kashi is 6.5 yuan/kg, with no change; the first - grade jujube 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 jujube wholesale price in Henan is 4.15 yuan/jin; the super - grade red date price in Henan is 9.44 yuan/kg; the super - grade red date price in Hebei is 9.25 yuan/kg, with no change; the super - 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 tons, an increase of 318.7 tons; the planting area is 199.3 hectares, a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national red date inventory is 14,068 tons, a decrease of 347 tons compared with last week, a month - on - month decrease of 2.41% and a year - on - year increase of 32.72%; the monthly export volume of red dates is 5,071,577 kg, an increase of 1,534,011 kg; the cumulative monthly export volume is 34,362,765 kg, an increase of 5,071,577 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiangni is - 2,981.06 tons; the cumulative quarterly output year - on - year growth rate is 1.47%, a decrease of 34.59 percentage points; the average daily arrival of red dates at Ruyifang Market is 0.2 vehicles; the monthly average wholesale price of red dates is 5.63 yuan/kg, an increase of 0.43 yuan [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 8 vehicles of goods arrived at the parking area, and the goods in the market are mainly sub - standard. Due to limited pre - holiday stocking time, the market sales are okay recently, but logistics will stop operating in about a week, and the subsequent stocking intensity may decline. In Guangdong Ruyifang Market, 2 vehicles of goods arrived, the price is stable for the time being, and downstream buyers purchase according to demand. The market will be on holiday from the 25th of the twelfth lunar month to the 8th of the first lunar month [2]