瑞达期货红枣产业日报-20260203

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - The industry is generally cautious about the new - season market after the Spring Festival, so inventory holders tend to actively sell 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 from last week, a 6.58% month - on - month decrease and a 23.99% year - on - year increase. The sample point inventory decreased month - on - month. The current sales speed is slower than that of the same period last year, and it is expected that the pre - holiday sales volume will account for 40% - 50% of the total inland procurement volume, with limited subsequent growth space [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of red dates was 8,920 yuan/ton, the main contract position was 120,464 lots (a decrease of 1,130 lots), the net buying volume of the top 20 futures positions was - 737 lots, the number of warehouse receipts was 3,317, and the effective warehouse receipt forecast was 519 [2] 3.2 Spot Market - The prices of red dates in various regions are as follows: the price of Kashgar red date bulk goods is 6.5 yuan/kg, the wholesale price of first - class grey dates in Hebei is 4.1 yuan/jin, the price of Alar red date bulk goods is 5.65 yuan/kg, the wholesale price of first - class grey dates in Henan is 4.15 yuan/jin, the price of Aksu red date bulk goods is 5.15 yuan/kg, the price of special - grade red dates in Henan is 9.44 yuan/kg, the price of special - grade red dates in Hebei is 9.27 yuan/kg, the price of special - grade red dates in Guangdong is 10 yuan/kg, and the price of first - class red dates in Guangdong is 8.8 yuan/kg [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 4.1 hectares) [2] 3.4 Industry Situation - The national red date inventory this week is 13,143 tons (a decrease of 925 tons), the monthly export volume of red dates is 5,071,577 kg (an increase of 1,534,011 kg), and the cumulative monthly export volume is 34,362,765 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni in a quarter is 36,480.43 tons (a decrease of 2,981.06 tons), the cumulative year - on - year output growth rate is 1.47% (a decrease of 34.59 percentage points), the average daily arrival volume of red dates in Ruyifang Market is 0.5 vehicles per week, and the monthly average wholesale price of red dates is 10.76 yuan/kg (an increase of 0.43 yuan/kg) [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 5 vehicles of red dates arrived at the parking area, with the reference price of special - grade red dates at 8 yuan/kg and average quality. Downstream customers purchase as needed, and the pre - holiday stocking time is limited. Small and medium - sized enterprises actively sell self - purchased goods. In Guangdong Ruyifang Market, 7 vehicles of red dates arrived, the price remained stable, downstream customers purchased as needed, and the market was closed from the 25th of the twelfth lunar month to the eighth day of the first lunar month. The Spring Festival is the traditional consumption peak season for red dates, and entering the twelfth lunar month is the last stocking period before the Spring Festival [2]