素的消化，以及资金短期流出，红枣期货盘面驱动力不足，预计呈现高位震荡走势，后市关注实际产量以 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！ 及开秤价表现，红枣2601合约支撑关注11000元/吨。操作上，建议短线交易为主。 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。 红枣产业日报 2025-08-25 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价: ...

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。 | | | 红枣产业日报 2025-08-14 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 11460 | 50 主力合约持仓量:红枣(日,手) | | 143720 | 574 | | | 期货前20名持仓:净买单量:红枣(日,手) ...

-25%，预估新季产量在56-62万吨，新作预期减产，但是减产幅度不及2023年绝对小年幅度。总体来说， 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！ 购销氛围回暖，且预期新作减产，支撑红枣期货价格短期偏强震荡。技术上，红枣2601合约结束四连涨， 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 不过保持在均线系统上方运行。操作上，建议逢低短多交易，注意控制风险。 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。 红枣产业日报 2025-08-12 | 项目类别 | 数据指标 环比 | 最新 | 数据指标 | 最新 | 环比 | | --- | --- | --- ...

1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The market's purchasing and selling atmosphere has improved, and the inventory reduction process is going well. The new - season crop is in the critical fruit - setting period, and the market focuses on the weather in the production areas. The estimated new - season production is between 56 - 62 million tons, a decrease of 20 - 25% compared to 2024 and 5 - 10% compared to 2022. The overall purchasing and selling atmosphere has warmed up, and the expected reduction in new - season production supports the continued rise of red date futures prices. It is recommended to conduct short - term long trades on dips [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the red date futures main contract is 11,685 yuan/ton, and the main contract position is 153,559 hands, a decrease of 1,078 hands. The net long position of the top 20 futures holders is - 5,788 hands, the number of warehouse receipts is 9,214, and the valid warehouse receipt forecast is 1,705 [2]. 现货市场 - The wholesale price of first - grade grey dates in Hebei is 4.65 yuan/jin, an increase of 0.05 yuan/jin; the wholesale price of first - grade grey dates in Henan is 4.5 yuan/jin, unchanged; the price of special - grade red dates in Henan is 10 yuan/kg, unchanged; the price of special - grade red dates in Hebei is 10.22 yuan/kg; the price of special - grade red dates in Guangdong is 11.3 yuan/kg, an increase of 0.1 yuan/kg; the price of first - grade red dates in Guangdong is 10.2 yuan/kg, an increase of 0.2 yuan/kg [2]. Upstream Market - The annual red date production is 3.187 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 9,784 tons, a decrease of 255 tons compared to last week, a decrease of 2.54% month - on - month and an increase of 72.62% year - on - year. The monthly red date export volume is 1,765,107 kg, a decrease of 464,120 kg; the cumulative monthly export volume is 17,115,674 kg [2]. Downstream Situation - The cumulative sales volume of red dates of好想你 in the quarter is 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production growth rate of red dates of好想你 in the quarter is 1.47%, a decrease of 34.59 percentage points [2]. Industry News - On August 11, the temperature in Kashgar was between 22 - 35°C. The jujube fruits in this area were significantly larger than those in the First Division of the Corps and Aksu. The per - mu yield of each regiment farm varied, with the mainstream per - mu yield being 600 - 700 - 800 kg. Attention should be paid to the growth and weather changes in the production areas. The red date 2601 contract rose 3.32% on Monday [2].

Report Overview - Report Title: "Red Date Market Weekly Report: Improved Purchase and Sale Atmosphere, Red Dates Continue to Rise" [2] - Report Date: August 8, 2025 [2] - Researcher: Zhang Xin [2] 1. Report Industry Investment Rating No relevant information provided. 2. Report's Core View - The purchase and sale atmosphere in the red date market has improved, and the inventory reduction process is going well. The new - season crops are in the critical fruit - setting period, and the market is focused on the weather in the production areas. The new - season production is expected to decrease, which supports the upward movement of red date futures prices. It is recommended to conduct mostly long - side trading and continuously monitor the new - season production. Future trading should pay attention to weather impacts and the consumer side [10]. 3. Summary by Directory 3.1 Week - to - Week Summary - **Market Performance**: The price of the main contract of Zhengzhou red dates (Zhengzao) rose this week, with a weekly increase of 5.68% [10][14]. - **Inventory Situation**: In the 32nd week, the physical inventory of 36 red date sample points was 9,784 tons, a decrease of 255 tons from last week, a month - on - month decrease of 2.54%, and a year - on - year increase of 72.62% [10][38]. - **New - Season Production Forecast**: Based on the situation in each production area compared with the normal production in 2022, the new - season production is initially estimated to be 5 - 10% lower than that in 2022 and 20 - 25% lower than that in 2024, with an expected output of 56 - 620,000 tons [10]. 3.2 Futures and Spot Market - **Futures Price**: The price of the main contract of Zhengzao rose, with a weekly increase of 5.68% [14]. - **Top 20 Positions**: As of this week, the net position of the top 20 in red date futures was - 14,042 lots [17]. - **Warehouse Receipts**: As of this week, the number of Zhengzao warehouse receipts was 9,214 [18]. - **Futures Spread**: As of this week, the spread between the 2509 and 2601 contracts of Zhengzhou Commodity Exchange red date futures was - 1,155 yuan/ton [22]. - **Basis**: As of this week, the basis between the spot price of Hebei grey dates and the main contract of red date futures was - 1,340 yuan/ton [23]. - **New - Season Purchase Price**: As of August 8, 2025, the purchase price of unified - grade red dates in Aksu was 4.8 yuan/kg, in Alar was 5.2 yuan/kg, and in Kashgar was 6 yuan/kg [26]. - **First - Grade Spot Price**: As of August 8, 2025, the wholesale price of first - grade grey dates in Cangzhou, Hebei was 4.60 yuan/jin, and in Henan was 4.5 yuan/jin [29]. - **Super - Grade Spot Price**: As of August 8, 2025, the wholesale price of super - grade grey dates in Cangzhou, Hebei was 10.2 yuan/kg, and in Henan was 10 yuan/kg [33]. 3.3 Industry Chain Situation - **Supply Side - Inventory**: In the 32nd week, the physical inventory of 36 red date sample points was 9,784 tons, a decrease of 255 tons from last week, a month - on - month decrease of 2.54%, and a year - on - year increase of 72.62% [38]. - **Supply Side - Production Forecast**: The crops are growing well, and the red date production in the 2024/25 season is expected to recover [43]. - **Demand Side - Export Volume**: In June 2025, China's red date export volume was 1,765,107 kg, a month - on - month decrease of 20.82%. From January to June, the cumulative export volume was 17,115,674 kg, a month - on - month increase of 11.50% [46]. - **Demand Side - BOCE Trading**: This week, the order volume of BOCE Xinjiang Zao Hao brand did not have any transactions [50]. 3.4 Option Market and Futures - Stock Correlation - **Option Market**: Information about the implied volatility of at - the - money options of red dates this week is presented, but no specific data is given [52]. - **Stock Market - Haoxiangni**: A graph of Haoxiangni's price - earnings ratio is presented, but no specific analysis is provided [54].

红枣产业日报 2025-08-07 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 11115 | | 135 主力合约持仓量:红枣(日,手) | 139332 | 5699 -6 | | | 期货前20名持仓:净买单量:红枣(日,手) | -19058 | 2603 仓单数量:红枣(日,张) | | 9220 | | | | 有效仓单预报:红枣:小计(日,张) | 1632 | 600 | | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6 | | 0 河北一级灰枣批发价格(日,元/斤) | 4.6 | 0 | | | 阿拉尔红枣统货价格(日,元/公斤) | 5.2 | | 0 河南一级灰枣批发价格(日,元/斤) | 4.5 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 | | 0 河南红枣特级价格(元/公斤) | 10 | 0 | | | 河北红枣特级价格(元/公斤) | ...

红枣产业日报 2025-08-06 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10980 | | 110 主力合约持仓量:红枣(日,手) | 133633 | 249 -28 | | | 期货前20名持仓:净买单量:红枣(日,手) | -21661 | | 324 仓单数量:红枣(日,张) | 9226 | | | | 有效仓单预报:红枣:小计(日,张) | 1032 | 0 | | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6 | | 0 河北一级灰枣批发价格(日,元/斤) | 4.6 | 0 0 | | | 阿拉尔红枣统货价格(日,元/公斤) | 5.2 | | 0 河南一级灰枣批发价格(日,元/斤) | 4.5 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 | | 0 河南红枣特级价格(元/公斤) | 10 | | | | 河北红枣特级价格(元/公斤) | 10. ...

度下降20-25%，预估新季产量在56-62万吨，新作预期减产，但是减产幅度不及2023年绝对小年幅度。总 体来说，好货价格上涨，支撑红枣期货价格坚挺运行，不过天气题材降温，短期驱动力有限，持续关注天 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 红枣产业日报 2025-08-04 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10860 | | -60 主力合约持仓量:红枣(日,手) | 135959 | -4569 60 | | | 期货前20名持仓:净买单量:红枣(日,手) | -23376 | | -3443 仓单数量:红枣(日,张) | 9248 | | | | 有效仓单预报:红枣:小计(日,张) | 1044 | -64 | | | | | 现货市场 | 喀什红枣统货价格(日,元 ...

瑞达期货研究院 「2025.08.01」 红枣市场周报 阶段性补货，红枣震荡走高 行情回顾：本周郑枣主力价格上涨，周度涨幅4.55%。 行情展望：据Mysteel农产品调研数据统计，截至7月31日当周36家样本点物理 库存在10039吨，较上周减少51吨，环比减少0.51%，同比增加81.11%，样本点库 存下降。销区市场到货增多，下游阶段性补货支撑好货价格上涨，南方市场下 游需求增加，市场购销氛围小幅提升。新季作物处于坐果关键期，市场聚焦产 区天气，未来几天新疆最高气温有所下降，天气风险下降，持续关注二三茬花 果情况。Mysteel结合各产区情况对标2022年度正常年份产量来看，初步估算产 量较2022年度下降5-10%，较2024年度下降20-25%，预估新季产量在56-62万 吨，新作预期减产，但是减产幅度不及2023年绝对小年幅度。总体来说，好货 价格上涨，支撑红枣期货价格坚挺运行，不过天气题材降温，短期驱动力有 限，持续关注天气变化。 研究员：张昕 期货从业资格号F03109641 期货投资咨询从业证Z0018457 取 更 多 资 讯 添加客服 关 注 我 们 获 业务咨询 目录 1、周度要点小结 ...

| 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10695 | | -110 主力合约持仓量:红枣(日,手) | 128528 | -4941 0 | | | 期货前20名持仓:净买单量:红枣(日,手) | -22507 | | 2133 仓单数量:红枣(日,张) | 8739 | | | | 有效仓单预报:红枣:小计(日,张) | 1565 | 0 | | | | | 现货市场 | 喀什红枣统货价格(日,元/公斤) | 6 | | 0 河北一级灰枣批发价格(日,元/斤) | 4.45 | 0 | | | 阿拉尔红枣统货价格(日,元/公斤) | 5.2 | | 0 河南一级灰枣批发价格(日,元/斤) | 4.4 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 | | 0 河南红枣特级价格(元/公斤) | 9.8 | 0 | | | 河北红枣特级价格(元/公斤) | 9.91 | | 0.02 广东红 ...