Report Summary 1) Report Industry Investment Rating No investment rating information is provided in the report. 2) Core Viewpoint As the weather gets hotter and seasonal fresh fruits come onto the market, they replace tonic products like red dates. It is the seasonal off - peak demand period for red dates, resulting in slow inventory digestion and increasing pressure, which restricts the upward space of red date prices. The physical inventory of 36 sample points this week is 10,693 tons, a decrease of 15 tons from last week, a 0.14% week - on - week decrease and a 69.51% year - on - year increase. The market trading atmosphere is average. During the annual consumption trough, attention should be paid to the growth of new crops in the producing areas [2]. 3) Summary by Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates is 8,895 yuan/ton, and the main contract's open interest is 79,118 lots, an increase of 230 lots. The net long position of the top 20 futures holders is - 13,180 lots, a decrease of 1,208 lots. The number of warehouse receipts is 8,164, and the total valid warehouse receipt forecasts are 391, an increase of 260 [2]. Spot Market - The prices of red dates in different regions remain stable. For example, the wholesale price of first - class grey dates in Hebei is 4.15 yuan/jin, and the wholesale price of first - class grey dates in Henan is 4.25 yuan/jin [2]. Upstream Market - The annual output of red dates is 6.069 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. Industry Situation - The national red date inventory is 10,693 tons, a decrease of 15 tons from last week. The monthly export volume of red dates is 2,361,798 kg, a decrease of 1,057,714 kg. The cumulative monthly export volume is 13,121,340 kg [2]. Downstream Situation - The wholesale price of red dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi Province, decreased. The cumulative quarterly sales volume of red dates of好想你 is 36,480.43 tons, a decrease of 2,981.06 tons, and the cumulative year - on - year production growth rate is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - According to Mysteel Agricultural Products research data, the physical inventory of 36 sample points is 10,693 tons, a 0.14% week - on - week decrease and a 69.51% year - on - year increase [2].

Report Industry Investment Rating - No relevant content found Core View - As the weather gets hotter, seasonal fresh fruits come onto the market, substituting for nourishing products like dates. After the Dragon Boat Festival stocking ends, the market sales atmosphere weakens. The seasonal demand for dates fades, inventory digestion slows, and pressure becomes prominent, suppressing the upside space of date prices. This week, the physical inventory of 36 sample points was 10,708 tons, a decrease of 45 tons from last week, a 0.42% week-on-week decrease and a 72.38% year-on-year increase. After the Dragon Boat Festival, the trading atmosphere in the date market weakens, the arrival volume decreases, and it is the annual consumption trough. It is necessary to pay attention to the growth of the new season in the production areas and the weather in the production areas, which affects the market fluctuation [2] Summary by Directory Futures Market - The closing price of the futures main contract of dates was 78,487 yuan/ton, a decrease of 70 yuan/ton; the main contract position was 8,925 hands, an increase of 25 hands; the effective warehouse receipt forecast was 126 sheets, unchanged; the net long position of the top 20 futures positions was 629 hands; the warehouse receipt quantity was 8,371 sheets, a decrease of 7 sheets [2] Spot Market - The unified price of dates in Alar was 5.2 yuan/kg, unchanged; the wholesale price of first-grade grey dates in Henan was 4.25 yuan/jin, unchanged; the unified price of dates in Aksu was 4.8 yuan/kg, unchanged; the special-grade price of dates in Henan was 9.5 yuan/kg, unchanged; the first-grade price of dates in Guangdong was 9 yuan/kg, unchanged; the wholesale price of dates in the Hexi Agricultural and Sideline Products Market in Taiyuan, Shanxi was 1.47 yuan/kg, a decrease of 8 yuan/kg; the unified price of dates in Kashgar was 6 yuan/kg, unchanged; the wholesale price of first-grade grey dates in Hebei was 4.15 yuan/jin; the special-grade price of dates in Hebei was 9.2 yuan/kg, unchanged; the special-grade price of dates in Guangdong was 10.4 yuan/kg [2] Upstream Market - The planting area of dates was 606.9 million hectares, an increase of 318.7 million hectares; the output was 199.3 million tons, a decrease of 4.1 million tons [2] Industry Situation - The national date inventory was 10,708 tons, a decrease of 45 tons; the monthly export volume was 2,361,798 kg, a decrease of 1,057,714 kg; the cumulative export volume was 13,121,340 kg; the sales volume of Hao Xiang Ni's dates was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year-on-year output growth rate was -34.59% [2] Industry News - According to the research data of Mysteel Agricultural Products, the physical inventory of 36 sample points this week was 10,708 tons, a decrease of 45 tons from last week, a 0.42% week-on-week decrease and a 72.38% year-on-year increase. The inventory of sample points decreased slightly this week [2] Suggested Attention - There is no news today. The weather in the production areas affects the market fluctuation [2]

红枣产业日报 2025-06-09 本点库存小幅减少。端午过后红枣市场交易氛围减弱，到货量减少，年度消费低谷期关注产区新季长势。 数据来源第三方(我的农产品网、海关总署、郑商所)，观点仅供参考，市场有风险，投资需谨慎！ 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 数据指标 | 最新 | 环比 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) 90 主力合约持仓量:红枣(日,手) | 8910 | | 78665 | -5 ...