瑞达期货红枣产业日报-20260330

Report Industry Investment Rating - Not provided in the given content Core Viewpoint - As of March 26, 2026, the physical inventory of 36 sample points of red dates this week is 11,459 tons, a decrease of 81 tons from last week, a month - on - month decrease of 0.70%, and a year - on - year increase of 6.07%. With the warming weather, red dates are gradually entering the off - season of consumption. The spot market's purchase and sales atmosphere is relatively light. Downstream buyers mostly maintain a strategy of purchasing on demand, lacking the willingness for centralized restocking. The overall trading activity is not high, and the market trading sentiment is relatively cautious. It is expected that the red date price will still be in the bottom - building state in the future [2] Summary by Directory Futures Market - The closing price of the main futures contract of red dates is 8,775 yuan/ton, a decrease of 95 yuan; the main contract position is 90,597 lots, a decrease of 3,472 lots; the net long position of the top 20 futures positions is - 20,771 lots, a decrease of 1,040 lots; the number of warehouse receipts is 4,273 lots; the effective warehouse receipt forecast is 131 lots, an increase of 40 lots [2] Spot Market - The price of Kashgar red date bulk goods is 6.5 yuan/kg, unchanged; the wholesale price of first - class grey dates in Hebei is 3.95 yuan/jin, unchanged; the price of Alar red date bulk goods is 5.65 yuan/kg, unchanged; the wholesale price of first - class grey dates in Henan is 4.15 yuan/jin, unchanged; the price of Aksu red date bulk goods is 5.15 yuan/kg, unchanged; the price of special - grade red dates in Henan is 9.5 yuan/kg, unchanged; the price of special - grade red dates in Hebei is 9.1 yuan/kg, unchanged; the price of special - grade red dates in Guangdong is 10 yuan/kg, unchanged; the price of first - class red dates in Guangdong is 8.8 yuan/kg, unchanged [2] 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] Industry Situation - The national red date inventory is 11,459 tons, a decrease of 81 tons; the monthly export volume of red dates is 2,017,112 kg, a decrease of 2,593,149 kg; the cumulative export volume of red dates is 6,627,373 kg, an increase of 2,017,112 kg [2] Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production of red dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points; the average daily arrival of red dates at Ruyifang Market is 2.25 vehicles, a decrease of 0.13 vehicles; the monthly average wholesale price of red dates is 11.51 yuan/kg, an increase of 0.28 yuan [2] Industry News - In Hebei Cuierzhuang Market, more than a dozen vehicles arrived at the parking area. There were both finished products and sub - standard products. The quality of some finished products was average, and the price was lower than the mainstream price. Merchants selected and purchased according to their needs, and the transaction was average. In Guangdong Ruyifang Market, 5 vehicles arrived, and the price was mainly stable. Merchants purchased according to their needs, and the market transaction was average. The temperature of grey dates in the main production area of Xinjiang is generally higher than the same period in previous years, and there is still a possibility of early budding of jujube trees. Pay attention to the budding situation [2]