红枣期货与现货市场分析
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瑞达期货红枣产业日报-20251106
Rui Da Qi Huo· 2025-11-06 09:05
Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Report's Core View - The spot market prices in Hebei decreased slightly, and buyers were selective in purchasing with limited transactions. The current price acceptance is average. The production area has entered the concentrated harvesting stage. It is recommended to pay attention to the changes in buyers' purchasing enthusiasm and volume. For short - term operations, it is advisable to wait and see [2] 3. Summary by Relevant Catalogs Futures Market - The closing price of the futures main contract for red dates was 9705 yuan/ton, a decrease of 35 yuan. The main contract's open interest was 158,289 lots, a decrease of 237 lots. The net long position of the top 20 futures holders was - 8573 lots, an increase of 250 lots. The number of warehouse receipts was 0, with no change, and the total valid warehouse receipt forecasts were also 0, with no change [2] Spot Market - The prices of various grades of red dates in different regions showed a downward trend. For example, the wholesale price of first - grade grey dates in Hebei decreased by 0.05 yuan/jin to 4.55 yuan/jin, and the price of red dates of all grades in Henan also decreased to varying degrees [2] Upstream Market - The annual red date production was 6.069 million tons, an increase of 3.187 million tons, while the planting area was 1.993 million hectares, a decrease of 41,000 hectares [2] Industry Situation - The national red date inventory was 9348 tons this week, an increase of 245 tons from last week, a 2.69% week - on - week increase and a 120.78% year - on - year increase. The monthly export volume of red dates was 2,283,671 kg, a decrease of 81,222 kg, and the cumulative monthly export volume was 23,548,402 kg, an increase of 2,283,671 kg [2] Downstream Situation - The cumulative sales volume of red dates of HaoXiangNi in the quarter was - 2981.06 tons, and the cumulative year - on - year production growth rate was 1.47%, a decrease of 34.59 percentage points [2] Industry News - In the Hebei market, old - season red dates were more popular than new - season ones. In the Guangdong market, the prices of new - season red dates were higher, and the market acceptance was average. Xinjiang buyers were actively purchasing, and the number of spot - futures companies selling at the fixed price increased [2]