瑞达期货红枣产业日报-20260323

Report Summary 1) Report Industry Investment Rating - Not provided in the content 2) Core Viewpoint - The current spot market for red dates has a relatively light trading atmosphere, with downstream buyers mostly maintaining a strategy of purchasing on - demand, lacking the willingness for concentrated restocking. The overall trading activity is low, and market sentiment is cautious. As of March 19, 2026, the physical inventory of 36 sample points of red dates this week was 11,540 tons, a decrease of 160 tons from last week, a month - on - month decrease of 1.37% and a year - on - year increase of 5.60%. Although the domestic red date inventory showed a slight decline this week, the overall market has gradually entered the seasonal consumption off - season. With rising temperatures and increasing supply of seasonal fruits, the terminal consumption demand for red dates is expected to show a seasonal weakening trend [2] 3) Summary by Relevant Catalog Futures Market - The closing price of the futures main contract for red dates was 8,860 yuan/ton, and the main contract position was 105,674 lots, a decrease of 4,349 lots. The net long position of the top 20 futures holders was 2,679 lots, and the number of warehouse receipts was 4,112 lots. The total valid warehouse receipt forecast was 174 lots [2] Spot Market - The unified price of red dates in Kashgar was 6.5 yuan/kg, the wholesale price of first - class grey dates in Hebei was 3.95 yuan/jin, the unified price of red dates in Alar was 5.65 yuan/kg, the wholesale price of first - class grey dates in Henan was 4.15 yuan/jin, the unified price of red dates in Aksu was 5.15 yuan/kg, the price of special - grade red dates in Henan was 9.5 yuan/kg, the price of special - grade red dates in Hebei was 9.14 yuan/kg, the price of special - grade red dates in Guangdong was 10 yuan/kg, and the price of first - class red dates in Guangdong was 8.8 yuan/kg [2] 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 hectares [2] Industry Situation - The national red date inventory this week was 11,540 tons, a decrease of 160 tons. The monthly export volume of red dates was 5,071,577 kg, an increase of 1,534,011 kg, and the cumulative export volume was 34,362,765 kg [2] Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, and the cumulative output decreased by 34.59%. The average daily arrival of red dates at Ruyi Square Market was 2.38 vehicles, a decrease of 0.5 vehicles, and the monthly average wholesale price of red dates was 11.23 yuan/kg, an increase of 0.47 yuan/kg [2] Industry News - About ten trucks of red dates arrived at the Cui'erzhuang Market in Hebei, mostly sub - standard products, and merchants made small - volume purchases as needed. Seven trucks of red dates arrived at the Ruyi Square Market in Guangdong, a combination of Xinjiang and inland products, with prices remaining stable and morning trading being average [2]