瑞达期货红枣产业日报-20260210

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoint - Before the Spring Festival, the overall sales rhythm of red dates was acceptable, and it was approaching the end of the pre - holiday stocking period. As of February 5, 2026, the physical inventory of 36 sample points of red dates was 11,888 tons, a decrease of 1,255 tons from the previous week, a month - on - month decrease of 9.55% and a year - on - year increase of 12.84%. The inventory of sample points decreased month - on - month. The overall sales situation before the Spring Festival was not much different from the same period last year [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of red dates was 8,670 yuan/ton, and the position of the main contract was 123,174 lots, an increase of 2,458 lots. The net long position of the top 20 futures holders was - 4,041 lots. The number of warehouse receipts was 3,546, and the total number of valid warehouse receipt forecasts was 572, a decrease of 196 [2] 3.2 Spot Market - The prices of red date bulk goods in Kashgar, Alar, and Aksu were 6.5 yuan/kg, 5.65 yuan/kg, and 5.15 yuan/kg respectively, with no change. The wholesale prices of first - grade gray dates in Hebei and Henan were 4.1 yuan/jin and 4.15 yuan/jin respectively, with no change. The prices of special - grade red dates in Henan, Hebei, and Guangdong were 9.44 yuan/kg, 9.2 yuan/kg, and 10 yuan/kg respectively, with no change. The price of first - grade red dates in Guangdong was 8.8 yuan/kg, with no change [2] 3.3 Upstream Market - The annual output of red dates was 3.187 million tons, and the planting area was 1.993 million hectares, a decrease of 4.1% [2] 3.4 Industry Situation - The national red date inventory decreased by 1,255 tons to 11,888 tons this week. The monthly export volume of red dates was 5,071,577 kg, an increase of 1,534,011 kg. The cumulative export volume was 34,362,765 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%. The average daily arrival of red dates at Ruyifang Market was 5.13 vehicles, a decrease of 1 vehicle. The monthly average wholesale price of red dates was 10.76 yuan/kg, an increase of 0.43 yuan/kg [2] 3.6 Industry News - Before the Spring Festival, the stocking in the red date sales area was coming to an end, the trading atmosphere in each market was light, and surrounding customers made small - quantity purchases. Before the Spring Festival, processing plants and enterprises gradually shut down and entered the holiday state [2] 3.7 Prompt Attention - There was no news today. Affected by the Spring Festival holiday, long - distance logistics had basically stopped, but provincial - level logistics could still operate normally. Due to the scattered acquisition structure in the 2025 production season, the industry generally had a cautious expectation for the new - season market after the holiday. As the long holiday was approaching, attention should be paid to risk control [2]