瑞达期货红枣产业日报-20260205

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The physical inventory of 36 sample points of red dates as of January 29, 2026, was 13,143 tons, a decrease of 925 tons from the previous 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 the same period last year, and the pre - holiday shipment volume is expected to account for 40% - 50% of the total domestic procurement volume, with limited subsequent incremental space [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the futures main contract of red dates was 8,760 yuan/ton, a decrease of 145 yuan; the main contract position was 118,726 lots, a decrease of 949 lots; the net long position of the top 20 futures positions was - 21,729 lots, a decrease of 2,525 lots; the number of warehouse receipts was 3,350, unchanged; the effective warehouse receipt forecast was 675, an increase of 196 [2] 3.2 Spot Market - The prices of red dates in various regions were generally stable. For example, the unified price of red dates in Kashi was 6.5 yuan/kg, the first - grade grey jujube wholesale price in Hebei was 4.1 yuan/jin, and the special - grade red date price in Guangdong was 10 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 export volume was 34,362,765 kg, an increase of 5,071,577 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiangni 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; the average daily arrival volume of red dates in 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 [2] 3.6 Industry News - In Hebei Cuierzhuang Market, there was a small amount of goods arriving at the parking area. Downstream buyers purchased as needed. With limited pre - holiday stocking time, small and medium - sized enterprises actively sold self - purchased goods. Small and medium - sized enterprises had little pressure on surplus goods, while large - scale enterprises had a slightly slower sales progress, and the pre - holiday stocking was in the final stage. In Guangdong Ruyifang Market, 6 vehicles of red dates arrived, and the price remained stable. Downstream buyers took goods as needed, and the market would be on holiday from the 25th of the twelfth lunar month to the eighth day of the first lunar month [2]