瑞达期货红枣产业日报-20260311

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - As of March 5, 2026, the physical inventory of 36 sample points of red dates this week was 11,817 tons, a decrease of 35 tons from last week, a month - on - month decrease of 0.30% and a year - on - year increase of 8.04%. The inventory decreased slightly this week. The market is slowly recovering after the Spring Festival, the downstream replenishment is average, and the inventory removal speed is slow. The downstream trade replenishment is average, and the processing plants have not started work intensively. As the weather warms up, the red date purchase and sales enter the off - season. However, recently, due to the linkage of other varieties and the low - price support, the red date price may continue to rise in the short term [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of red dates was 9,140 yuan/ton, with a month - on - month increase of 155 yuan/ton. The main contract position was 135,986 lots, with a month - on - month increase of 8,149 lots. The net long position of the top 20 futures positions was - 17,334 lots, with a month - on - month increase of 2,716 lots. The number of warehouse receipts was 4,031, and the effective warehouse receipt forecast was 48, with no month - on - month change [2] 3.2现货市场 - The unified price of red dates in Kashi was 6.5 yuan/kg, with no month - on - month change; the wholesale price of first - grade grey dates in Hebei was 3.95 yuan/jin, with no month - on - month change; the unified price of red dates in Alar was 5.65 yuan/kg, with no month - on - month change; the wholesale price of first - grade grey dates in Henan was 4.15 yuan/jin, with no month - on - month change; the unified price of red dates in Aksu was 5.15 yuan/kg, with no month - on - month change; the special - grade price of red dates in Henan was 9.5 yuan/kg, with no month - on - month change; the special - grade price of red dates in Hebei was 9.2 yuan/kg, with a month - on - month decrease of 0.01 yuan/kg; the special - grade price of red dates in Guangdong was 10 yuan/kg, with no month - on - month change; the first - grade price of red dates in Guangdong was 8.8 yuan/kg, with no month - on - month change [2] 3.3 Upstream Market - The annual output of red dates was 606.9 tons, with an increase of 318.7 tons; the planting area was 199.3 hectares, with a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national red date inventory was 11,817 tons, with a month - on - month decrease of 35 tons; the monthly export volume of red dates was 5,071,577 kg, with an increase of 1,534,011 kg; the cumulative export volume of red dates was 34,362,765 kg, with an increase of 5,071,577 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, with a decrease of 2,981.06 tons; the cumulative year - on - year output of red dates of Hao Xiang Ni was 1.47%, with a decrease of 34.59 percentage points; the average daily arrival volume of red dates in Ruyifang Market was - 1.87 vehicles; the monthly average wholesale price of red dates was 3.13 yuan/kg, with an increase of 0.47 yuan/kg [2] 3.6 Industry News - The price in Hebei Cuierzhuang Market was stable, with a small amount of goods arriving. The reference price of the special - grade old goods was 8.30 yuan/kg, and the downstream purchased according to demand. One vehicle of goods arrived at Guangdong Ruyifang Market, the price was mainly stable, and the merchants took goods according to demand. The market transaction was average. After the Spring Festival, the market recovered slowly, the spot price was at a low level in recent years, and the inventory was at a relatively high point in recent years [2]