瑞达期货红枣产业日报-20260202

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View - The period before the Spring Festival is the traditional peak consumption season for red dates. Entering the twelfth lunar month is the last wave of pre - Spring Festival stocking period. Due to the relatively scattered acquisition structure in the 2025 production season, the industry generally has a cautious expectation for the new season's market after the Spring Festival. Therefore, most holders of goods tend to actively sell their goods to reduce inventory pressure. As of January 29, 2026, the physical inventory of 36 sample points of red dates this week was 13,143 tons, a decrease of 925 tons compared with last week, a month - on - month decrease of 6.58% and a year - on - year increase of 23.99%. The inventory of sample points decreased month - on - month. According to the feedback of most sample customers, the current sales speed is slower than that of the same period last year. It is expected that the pre - Spring Festival sales volume will account for about 40% - 50% of the total domestic procurement volume, and the subsequent incremental space is limited. [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract of red dates was 8,820 yuan/ton, a decrease of 130 yuan; the main contract position was 121,594 hands, an increase of 4,120 hands; the net long position of the top 20 futures holders was - 18,464 hands, an increase of 65 hands; the number of warehouse receipts was 3,317 sheets; the effective warehouse receipt forecast was 519 sheets, unchanged. [2] 3.2现货市场 - The prices of red dates in various regions were mostly stable. For example, the unified - grade red date price in Kashi was 6.5 yuan/kg, the first - grade grey date wholesale price in Hebei was 4.1 yuan/jin, the unified - grade red date price in Alar was 5.65 yuan/kg, etc. Only the special - grade red date price in Hebei increased by 0.01 yuan/kg to 9.31 yuan/kg. [2] 3.3 Upstream Market - The annual output of red dates was 606.9 tons, an increase of 318.7 tons; the planting area was 199.3 hectares, a decrease of 4.1 hectares. [2] 3.4 Industry Situation - The national red date inventory was 13,143 tons, a decrease of 925 tons; the monthly export volume was 5,071,577 kg, an increase of 1,534,011 kg; the cumulative monthly export volume was 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 Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production growth rate was 1.47%, a decrease of 34.59 percentage points. The average daily arrival of red dates at Ruyifang Market was 0.5 vehicles, and the monthly average wholesale price of red dates was 6.13 yuan/kg, an increase of 0.43 yuan/kg. [2] 3.6 Industry News - In Hebei Cuierzhuang Market, there was a small amount of goods arriving at the parking area. Downstream customers purchased according to demand. Small and medium - sized enterprises actively sold self - purchased goods due to limited pre - Spring Festival stocking time. In Guangdong Ruyifang Market, 9 vehicles of red dates arrived. The price remained stable, downstream customers took goods according to demand, and the market trading atmosphere was average. The market would be closed from the 25th of the twelfth lunar month to the eighth day of the first lunar month. [2]