瑞达期货红枣产业日报-20260204

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View 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 month - on - month decrease of 6.58% and a year - on - year increase of 23.99%. The sample point inventory decreased month - on - month. The current sales speed is slower than that of the same period last year. It is expected that the pre - holiday shipment volume will account for about 40% - 50% of the total inland procurement volume, and the subsequent incremental space is limited [2]. 3. Summary by Directory Futures Market - The closing price of the main futures contract for red dates was 8,905 yuan/ton, a decrease of 15 yuan; the main contract position was 119,675 lots, a decrease of 789 lots [2]. - The net long position of the top 20 futures holders was - 19,204 lots, a decrease of 3 lots; the number of warehouse receipts was 3,350 sheets [2]. - The effective warehouse receipt forecast was 479 sheets, a decrease of 40 sheets [2]. Spot Market - The prices of Kashgar red date bulk goods, Alar red date bulk goods, and Aksu red date bulk goods remained unchanged at 6.5 yuan/kg, 5.65 yuan/kg, and 5.15 yuan/kg respectively [2]. - The wholesale prices of first - grade grey dates in Hebei and Henan were 4.1 yuan/jin and 4.15 yuan/jin respectively, and the prices of special - grade red dates in Henan, Hebei, and Guangdong were 9.44 yuan/kg, 9.24 yuan/kg, and 10 yuan/kg respectively, with the Hebei price decreasing by 0.03 yuan/kg [2]. - The price of first - grade red dates in Guangdong was 8.8 yuan/kg, unchanged [2]. 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]. 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 export volume was 34,362,765 kg, an increase of 5,071,577 kg [2]. Downstream Situation - The cumulative 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 output growth rate was 1.47%, a decrease of 34.59 percentage points [2]. - The average daily arrival volume of red dates at Ruyifang Market was 6.13 vehicles, an increase of 0.5 vehicles; the monthly average wholesale price of red dates was 10.76 yuan/kg, an increase of 0.43 yuan/kg [2]. Industry News - There was a small amount of goods arriving at the parking area of Hebei Cuierzhuang Market. Downstream buyers purchased as needed. Small and medium - sized enterprises actively sold self - purchased goods due to limited pre - holiday stocking time. In Guangdong Ruyifang Market, 5 vehicles of goods arrived, the price remained stable, downstream buyers took goods as needed, and the market holiday was from the 25th of the twelfth lunar month to the eighth day of the first lunar month [2].