瑞达期货红枣产业日报-20260211

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - The pre - holiday spot price of red dates is expected to remain stable. The overall sales situation before the Spring Festival is not significantly different from the same period last year. Due to the scattered acquisition structure in the 2025 production season and the industry's cautious expectation for the new season after the holiday, risk control should be noted as the long holiday approaches [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract for red dates is 8895 yuan/ton, with a change of 225. The main contract's open interest is 113589 lots, a decrease of 9585 lots. The net long position of the top 20 futures holders is - 15001 lots, an increase of 5210 lots. The number of warehouse receipts is 3673, and the effective warehouse receipt forecast is 445, a decrease of 127 [2] 3.2 Spot Market - The general cargo price of red dates in Kashi is 6.5 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Hebei is 3.95 yuan/jin, a decrease of 0.15 yuan/jin; the general cargo price of red dates in Alar is 5.65 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Henan is 4.15 yuan/jin, unchanged; the price of special - grade red dates in Henan is 9.5 yuan/kg, an increase of 0.06 yuan/kg; the price of special - grade red dates in Hebei is 9.17 yuan/kg, a decrease of 0.03 yuan/kg; the price of special - grade red dates in Guangdong is 10 yuan/kg, unchanged; the price of first - grade red dates in Guangdong is 8.8 yuan/kg, unchanged [2] 3.3 Upstream Market - The annual output of red dates is 606.9 tons, an increase of 318.7 tons. The planting area is 199.3 hectares, a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national red date inventory is 11888 tons, a decrease of 1255 tons compared with last week, a 9.55% decrease month - on - month and a 12.84% increase year - on - year. The monthly export volume of red dates is 5071577 kg, an increase of 1534011 kg. The cumulative export volume is 34362765 kg, an increase of 5071577 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni is 36480.43 tons, a decrease of 2981.06 tons. The cumulative year - on - year production is 1.47%, a decrease of 34.59%. The average daily arrival of red dates at Ruyifang Market is 5.13 vehicles, a decrease of 1 vehicle. 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 - Logistics has stopped before the Spring Festival, and the spot price of red dates is expected to remain stable. The pre - holiday stocking is coming to an end. As of February 5, 2026, the inventory of 36 sample physical warehouses decreased compared with last week [2]