瑞达期货红枣产业日报-20260312

1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - After the Spring Festival, the market recovery is slow, with spot prices at a low level in recent years and inventory at a relatively high point. 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 operations intensively. As the weather warms up, the red date purchase and sales enter the off - season. However, affected by the linkage with other commodities and good quality, the red date prices tend to move upwards [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the futures main contract for red dates is 9080 yuan/ton, with a decrease of 60; the main contract holding volume is 134,652 hands, with a decrease of 1334. The net long position of the top 20 futures holders is - 19,827 hands, with a decrease of 2493. The number of warehouse receipts is 4027, and the effective warehouse receipt forecast is 48. The price of Kashgar red date bulk goods is 6.5 yuan/kg [2] 3.2 Spot Market - The price of Alar red date bulk goods is 5.65 yuan/kg, the wholesale price of first - class grey dates in Hebei is 4.15 yuan/jin, the wholesale price of first - class grey dates in Henan is 4.15 yuan/jin, the price of Aksu red date bulk goods is 5.15 yuan/kg, the price of special - grade red dates in Henan is 9.5 yuan/kg, the price of special - grade red dates in Hebei is 9.2 yuan/kg, the price of special - grade red dates in Guangdong is 10 yuan/kg, and the price of first - class red dates in Guangdong is 8.8 yuan/kg [2] 3.3 Upstream Market - The annual red date output is 318.7 million tons, and the planting area is 199.3 million hectares, with a decrease of 4.1 [2] 3.4 Industry Situation - The national red date inventory is 11,817 tons, with a decrease of 35. The monthly red date export volume is 5,071,577 kg, with an increase of 1,534,011. The cumulative monthly red date export volume is 34,362,765 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiangni is 36,480.43 tons, with a decrease of 2981.06. The cumulative quarterly year - on - year output growth rate of red dates of Hao Xiangni is 1.47%, with a decrease of 34.59. The average daily arrival of red dates at Ruyifang Market is 3.13 vehicles, with a decrease of 1.87. The monthly average wholesale price of red dates is 11.23 yuan/kg, with an increase of 0.47 [2] 3.6 Industry News - The price in Hebei Cuierzhuang Market is stable, with a small amount of goods arriving. The reference price of the old special - grade goods is 8.30 yuan/kg, and downstream buyers purchase as needed. In Guangdong Ruyifang Market, 5 vehicles of goods arrive, the price is mainly stable, and merchants purchase as needed. 1 - 2 vehicles are traded in the morning market [2]