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瑞达期货红枣产业日报-20260210
Rui Da Qi Huo· 2026-02-10 08:51
1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoint - Before the Spring Festival, the overall sales rhythm of red dates was acceptable, and it was approaching the end of the pre - holiday stocking period. As of February 5, 2026, the physical inventory of 36 sample points of red dates was 11,888 tons, a decrease of 1,255 tons from the previous week, a month - on - month decrease of 9.55% and a year - on - year increase of 12.84%. The inventory of sample points decreased month - on - month. The overall sales situation before the Spring Festival was not much different from the same period last year [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of red dates was 8,670 yuan/ton, and the position of the main contract was 123,174 lots, an increase of 2,458 lots. The net long position of the top 20 futures holders was - 4,041 lots. The number of warehouse receipts was 3,546, and the total number of valid warehouse receipt forecasts was 572, a decrease of 196 [2] 3.2 Spot Market - The prices of red date bulk goods in Kashgar, Alar, and Aksu were 6.5 yuan/kg, 5.65 yuan/kg, and 5.15 yuan/kg respectively, with no change. The wholesale prices of first - grade gray dates in Hebei and Henan were 4.1 yuan/jin and 4.15 yuan/jin respectively, with no change. The prices of special - grade red dates in Henan, Hebei, and Guangdong were 9.44 yuan/kg, 9.2 yuan/kg, and 10 yuan/kg respectively, with no change. The price of first - grade red dates in Guangdong was 8.8 yuan/kg, with no change [2] 3.3 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% [2] 3.4 Industry Situation - The national red date inventory decreased by 1,255 tons to 11,888 tons this week. The monthly export volume of red dates was 5,071,577 kg, an increase of 1,534,011 kg. The cumulative export volume was 34,362,765 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiangni was 36,480.43 tons, a decrease of 2,981.06 tons. The cumulative year - on - year output growth rate was 1.47%, a decrease of 34.59%. The average daily arrival of red dates at Ruyifang Market was 5.13 vehicles, a decrease of 1 vehicle. The monthly average wholesale price of red dates was 10.76 yuan/kg, an increase of 0.43 yuan/kg [2] 3.6 Industry News - Before the Spring Festival, the stocking in the red date sales area was coming to an end, the trading atmosphere in each market was light, and surrounding customers made small - quantity purchases. Before the Spring Festival, processing plants and enterprises gradually shut down and entered the holiday state [2] 3.7 Prompt Attention - There was no news today. Affected by the Spring Festival holiday, long - distance logistics had basically stopped, but provincial - level logistics could still operate normally. Due to the scattered acquisition structure in the 2025 production season, the industry generally had a cautious expectation for the new - season market after the holiday. As the long holiday was approaching, attention should be paid to risk control [2]
瑞达期货红枣产业日报-20260204
Rui Da Qi Huo· 2026-02-04 09:22
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View As of January 29, 2026, the physical inventory of 36 sample points of red dates this week was 13,143 tons, a decrease of 925 tons from last week, a month - on - month decrease of 6.58% and a year - on - year increase of 23.99%. The sample point inventory decreased month - on - month. The current sales speed is slower than that of the same period last year. It is expected that the pre - holiday shipment volume will account for about 40% - 50% of the total inland procurement volume, and the subsequent incremental space is limited [2]. 3. Summary by Directory Futures Market - The closing price of the main futures contract for red dates was 8,905 yuan/ton, a decrease of 15 yuan; the main contract position was 119,675 lots, a decrease of 789 lots [2]. - The net long position of the top 20 futures holders was - 19,204 lots, a decrease of 3 lots; the number of warehouse receipts was 3,350 sheets [2]. - The effective warehouse receipt forecast was 479 sheets, a decrease of 40 sheets [2]. Spot Market - The prices of Kashgar red date bulk goods, Alar red date bulk goods, and Aksu red date bulk goods remained unchanged at 6.5 yuan/kg, 5.65 yuan/kg, and 5.15 yuan/kg respectively [2]. - The wholesale prices of first - grade grey dates in Hebei and Henan were 4.1 yuan/jin and 4.15 yuan/jin respectively, and the prices of special - grade red dates in Henan, Hebei, and Guangdong were 9.44 yuan/kg, 9.24 yuan/kg, and 10 yuan/kg respectively, with the Hebei price decreasing by 0.03 yuan/kg [2]. - The price of first - grade red dates in Guangdong was 8.8 yuan/kg, unchanged [2]. Upstream Market - The annual output of red dates was 606.9 tons, an increase of 318.7 tons; the planting area was 199.3 hectares, a decrease of 4.1 hectares [2]. Industry Situation - The national red date inventory was 13,143 tons, a decrease of 925 tons; the monthly export volume was 5,071,577 kg, an increase of 1,534,011 kg; the cumulative export volume was 34,362,765 kg, an increase of 5,071,577 kg [2]. Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year output growth rate was 1.47%, a decrease of 34.59 percentage points [2]. - The average daily arrival volume of red dates at Ruyifang Market was 6.13 vehicles, an increase of 0.5 vehicles; the monthly average wholesale price of red dates was 10.76 yuan/kg, an increase of 0.43 yuan/kg [2]. Industry News - There was a small amount of goods arriving at the parking area of Hebei Cuierzhuang Market. Downstream buyers purchased as needed. Small and medium - sized enterprises actively sold self - purchased goods due to limited pre - holiday stocking time. In Guangdong Ruyifang Market, 5 vehicles of goods arrived, the price remained stable, downstream buyers took goods as needed, and the market holiday was from the 25th of the twelfth lunar month to the eighth day of the first lunar month [2].
瑞达期货红枣产业日报-20260203
Rui Da Qi Huo· 2026-02-03 09:01
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - The industry is generally cautious about the new - season market after the Spring Festival, so inventory holders tend to actively sell goods to reduce inventory pressure. As of January 29, 2026, the physical inventory of 36 sample points of red dates this week was 13,143 tons, a decrease of 925 tons from last week, a 6.58% month - on - month decrease and a 23.99% year - on - year increase. The sample point inventory decreased month - on - month. The current sales speed is slower than that of the same period last year, and it is expected that the pre - holiday sales volume will account for 40% - 50% of the total inland procurement volume, with limited subsequent growth space [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of red dates was 8,920 yuan/ton, the main contract position was 120,464 lots (a decrease of 1,130 lots), the net buying volume of the top 20 futures positions was - 737 lots, the number of warehouse receipts was 3,317, and the effective warehouse receipt forecast was 519 [2] 3.2 Spot Market - The prices of red dates in various regions are as follows: the price of Kashgar red date bulk goods is 6.5 yuan/kg, the wholesale price of first - class grey dates in Hebei is 4.1 yuan/jin, the price of Alar red date bulk goods is 5.65 yuan/kg, the wholesale price of first - class grey dates in Henan is 4.15 yuan/jin, the price of Aksu red date bulk goods is 5.15 yuan/kg, the price of special - grade red dates in Henan is 9.44 yuan/kg, the price of special - grade red dates in Hebei is 9.27 yuan/kg, the price of special - grade red dates in Guangdong is 10 yuan/kg, and the price of first - class red dates in Guangdong is 8.8 yuan/kg [2] 3.3 Upstream Market - The annual output of red dates is 3.187 million tons, and the planting area is 1.993 million hectares (a decrease of 4.1 hectares) [2] 3.4 Industry Situation - The national red date inventory this week is 13,143 tons (a decrease of 925 tons), the monthly export volume of red dates is 5,071,577 kg (an increase of 1,534,011 kg), and the cumulative monthly export volume is 34,362,765 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni in a quarter is 36,480.43 tons (a decrease of 2,981.06 tons), the cumulative year - on - year output growth rate is 1.47% (a decrease of 34.59 percentage points), the average daily arrival volume of red dates in Ruyifang Market is 0.5 vehicles per week, and the monthly average wholesale price of red dates is 10.76 yuan/kg (an increase of 0.43 yuan/kg) [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 5 vehicles of red dates arrived at the parking area, with the reference price of special - grade red dates at 8 yuan/kg and average quality. Downstream customers purchase as needed, and the pre - holiday stocking time is limited. Small and medium - sized enterprises actively sell self - purchased goods. In Guangdong Ruyifang Market, 7 vehicles of red dates arrived, the price remained stable, downstream customers purchased as needed, and the market was closed from the 25th of the twelfth lunar month to the eighth day of the first lunar month. The Spring Festival is the traditional consumption peak season for red dates, and entering the twelfth lunar month is the last stocking period before the Spring Festival [2]
瑞达期货红枣产业日报-20260128
Rui Da Qi Huo· 2026-01-28 09:20
1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - The current time has entered the traditional pre - Spring Festival stocking peak, but downstream channels have a low willingness to make large - order purchases, and the terminal market generally maintains a low - inventory strategy of "buy as you go", resulting in fragmented demand transmission. With only more than ten days left until the national logistics network shuts down, close attention should be paid to the stocking intensity in the last stage before the festival [2] 3. Summary by Directory 3.1 Futures Market - The closing price of the futures main contract for red dates is 8,830 yuan/ton, with a change of 10; the main contract position is 128,307 lots, with a decrease of 215; the net long position of the top 20 futures holders is - 17,049 lots, with a decrease of 365; the warehouse receipt quantity is 3,313 lots; the effective warehouse receipt forecast is 523 lots, with no change [2] 3.2 Spot Market - The unified - grade red date price in Kashi is 6.5 yuan/kg, with no change; the first - grade jujube wholesale price in Hebei is 4.1 yuan/jin, with no change; the unified - grade red date price in Alar is 5.65 yuan/kg, with no change; the first - grade jujube wholesale price in Henan is 4.15 yuan/jin; the super - grade red date price in Henan is 9.44 yuan/kg; the super - grade red date price in Hebei is 9.25 yuan/kg, with no change; the super - grade red date price in Guangdong is 10 yuan/kg, with no change; the first - grade red date price in Guangdong is 8.8 yuan/kg, with no change [2] 3.3 Upstream Market - The annual red date output is 606.9 tons, an increase of 318.7 tons; the planting area is 199.3 hectares, a decrease of 4.1 hectares [2] 3.4 Industry Situation - The national red date inventory is 14,068 tons, a decrease of 347 tons compared with last week, a month - on - month decrease of 2.41% and a year - on - year increase of 32.72%; the monthly export volume of red dates is 5,071,577 kg, an increase of 1,534,011 kg; the cumulative monthly export volume is 34,362,765 kg, an increase of 5,071,577 kg [2] 3.5 Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiangni is - 2,981.06 tons; the cumulative quarterly output year - on - year growth rate is 1.47%, a decrease of 34.59 percentage points; the average daily arrival of red dates at Ruyifang Market is 0.2 vehicles; the monthly average wholesale price of red dates is 5.63 yuan/kg, an increase of 0.43 yuan [2] 3.6 Industry News - In Hebei Cuierzhuang Market, 8 vehicles of goods arrived at the parking area, and the goods in the market are mainly sub - standard. Due to limited pre - holiday stocking time, the market sales are okay recently, but logistics will stop operating in about a week, and the subsequent stocking intensity may decline. In Guangdong Ruyifang Market, 2 vehicles of goods arrived, the price is stable for the time being, and downstream buyers purchase according to demand. The market will be on holiday from the 25th of the twelfth lunar month to the 8th of the first lunar month [2]
瑞达期货红枣产业日报-20260126
Rui Da Qi Huo· 2026-01-26 09:03
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - The current time has entered the traditional pre - Spring Festival stocking peak, but downstream channels have a low willingness to make large - order purchases. Terminal markets generally adopt a low - inventory strategy of "buy as you go", resulting in fragmented demand transmission. With only more than ten days left until the national logistics network shuts down, close attention should be paid to the stocking intensity in the last stage before the festival. The sample - point inventory has decreased month - on - month, and the price in the Hebei sales area is steadily weak [2]. 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract for red dates is 8,760 yuan/ton, a decrease of 40 yuan; the main contract position is 129,658 lots, an increase of 876 lots. The net long position of the top 20 futures holders is - 16,964 lots, an increase of 1,607 lots. The number of warehouse receipts is 3,325, an increase of 27; the effective warehouse receipt forecast is 404, a decrease of 27 [2]. 3.2 Spot Market - In the spot market, the prices of red dates in various regions are mostly stable. For example, the unified price of red dates in Kashgar is 6.5 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Hebei is 4.1 yuan/jin, unchanged [2]. 3.3 Upstream Market - The annual output of red dates is 606.9 million tons, an increase of 318.7 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2]. 3.4 Industry Situation - The national red date inventory is 14,068 tons, a decrease of 347 tons, a month - on - month decrease of 2.41% and a year - on - year increase of 32.72%. The monthly export volume of red dates is 5,071,577 kg, an increase of 1,534,011 kg; the cumulative export volume is 34,362,765 kg, an increase of 5,071,577 kg [2]. 3.5 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 output growth rate is 1.47%, a decrease of 34.59 percentage points. The average daily arrival of red dates at the Ruyifang Market is 0.2 vehicles, and the monthly average wholesale price of red dates is 10.76 yuan/kg, an increase of 0.43 yuan [2]. 3.6 Industry News - In the Hebei Cuierzhuang Market, a small amount of goods arrived, mainly sub - standard products. Local processing plants actively sold their own goods, and downstream merchants made purchases as needed, with average trading volume. In the Guangdong Ruyifang Market, 13 vehicles of goods arrived, and the price remained stable, with merchants making purchases as needed [2].
瑞达期货红枣产业日报-20260122
Rui Da Qi Huo· 2026-01-22 09:26
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The current market focus has shifted to the consumer side. As red dates enter the peak stocking period, the enthusiasm of downstream customers to purchase goods has increased. Attention should be paid to the pre - Chinese New Year stocking situation. In the Hebei sales area, the market is mainly trading with the self - owned goods of processing plants, and downstream merchants make purchases as needed. It is expected that logistics will gradually stop around the 15th day of the twelfth lunar month. In the short term, prices will remain weakly stable. On the futures market, the festival demand has limited boosting effect, and prices may continue to operate at a low level in the short term [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates is 8,745 yuan/ton, with a daily increase of 5 yuan; the main contract's open interest is 132,255 lots, a decrease of 994 lots. The net long position of the top 20 futures holders is - 17,050 lots, an increase of 478 lots. The number of warehouse receipts is 3,298, with no change, and the effective warehouse receipt forecast is 404, an increase of 12 [2] 3.2 Spot Market - The unified - grade red date price in Kashi is 6.5 yuan/kg, with no change; the first - grade grey date wholesale price in Hebei is 4.1 yuan/jin, with no change. The unified - grade red date price in Alar is 5.65 yuan/kg, with no change; the first - grade grey date wholesale price in Henan is 4.15 yuan/jin, with no change. The unified - grade red date price in Aksu is 5.15 yuan/kg, with no change; the special - grade red date price in Henan is 9.44 yuan/kg, with no change. The special - grade red date price in Hebei is 926 yuan/kg, an increase of 916.67 yuan; the special - grade red date price in Guangdong is 10 yuan/kg, with no change. The first - grade red date price in Guangdong is 8.8 yuan/kg, with no change [2] 3.3 Upstream Market - The annual red date output is 606.9 million tons, an increase of 318.7 million tons; the planting area is 1.993 million hectares, a decrease of 41,000 hectares [2] 3.4 Industry Situation - The national red date inventory is 14,415 tons, a decrease of 885 tons. The monthly export volume of red dates is 3,537,566 kg, an increase of 1,332,346 kg; the cumulative monthly export volume is 29,291,188 kg, an increase of 3,537,566 kg [2] 3.5 Downstream Situation - The cumulative quarterly 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 growth rate is 1.47%, a decrease of 34.59 percentage points. The average daily arrival of red dates at the Ruyifang Market is 5.43 vehicles, a decrease of 0.77 vehicles. The monthly average wholesale price of red dates is 10.33 yuan/kg, an increase of 0.46 yuan. In the Hebei Cuierzhuang Market, 7 vehicles of red dates arrived, mainly sub - standard ones. Local processing plants mainly processed and shipped their own goods, and holders of goods actively sold, while downstream merchants made purchases as needed, with average transactions. In the Guangdong Ruyifang Market, 5 vehicles of red dates arrived, prices remained stable, and 1 - 2 vehicles were traded [2]
瑞达期货红枣产业日报-20260120
Rui Da Qi Huo· 2026-01-20 08:43
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The current market focus has shifted to the consumer end. The arrival of goods in the Hebei sales area market has continued this week, with an average of about 7 trucks per day. The goods arriving at the market are mainly off - grade, and the mainstream price tends to be stable. As of January 14, 2026, the physical inventory of 36 sample points of red dates this week was 14,415 tons, a decrease of 885 tons compared with last week, a month - on - month decrease of 5.78%, and a year - on - year increase of 35%. The sample point inventory decreased month - on - month. Currently, red dates have entered the peak stocking period, and the enthusiasm of downstream customers to purchase goods has increased. Attention should be paid to the pre - Spring Festival stocking situation [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for red dates was 8,700 yuan/ton, a decrease of 115 yuan; the main contract's open interest was 40,380 hands; the net long position of the top 20 futures holders was 3,298 hands, a decrease of 80 hands; the number of warehouse receipts was not provided; the total number of valid warehouse receipt forecasts was 324, unchanged [2] 3.2 Spot Market - The prices of red dates in various regions showed different trends. For example, the price of general - grade red dates in Kashgar was 4.1 yuan/kg, in Alar was 4.15 yuan/kg, and in Aksu was 9.44 yuan/kg. The price of first - grade grey dates in Hebei was 0 yuan/jin, and the price of special - grade red dates in Hebei was 10 yuan/kg, a decrease of 0.03 yuan compared with the previous value [2] 3.3 Upstream Market - The annual output of red dates was 199.3 million tons, an increase of 318.7 million tons compared with the previous value; the planting area of red dates was 6.069 million hectares, a decrease of 4.1 million hectares [2] 3.4 Industry Situation - The national red date inventory was 3,537,566 tons, a decrease of 885 tons compared with the previous value; the monthly export volume of red dates was 1,332,346 kg, and the cumulative export volume was 29,291,188 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni was 1,470 tons, a decrease of 2,981.06 tons compared with the previous value; the cumulative year - on - year production of red dates of Hao Xiang Ni decreased by 34.59%; the average daily number of trucks arriving at the Ruyifang Market was 10.33, a decrease of 0.77 compared with the previous value; the average monthly wholesale price of red dates was 0.46 yuan/kg [2] 3.6 Industry News - Nearly 3 trucks of goods arrived at the parking area of the Cui'erzhuang Market in Hebei, mainly off - grade. Local processing plants mainly processed and shipped their own goods, and holders of goods actively shipped. Downstream customers purchased according to their needs. 8 trucks of goods arrived at the Ruyifang Market in Guangdong, the price remained stable for the time being, and about 3 trucks of goods were traded in the market. The current market focus has shifted to the consumer end [2]
瑞达期货红枣产业日报-20260119
Rui Da Qi Huo· 2026-01-19 08:51
Report Industry Investment Rating - Not provided Core View of the Report - The current market focus has shifted to the consumer end. During this week, the arrival of goods in the Hebei sales area market has continued, with an average of about 7 trucks per day. The arriving goods are mainly off - grade, and the mainstream price has remained stable. As of January 14, 2026, the physical inventory of 36 sample points of red dates this week was 14,415 tons, a decrease of 885 tons from last week, a month - on - month decrease of 5.78%, and a year - on - year increase of 35%. The sample - point inventory has decreased month - on - month. Currently, red dates have entered the peak stocking period, and the enthusiasm of downstream customers to purchase goods has increased. Attention should be paid to the pre - Spring Festival stocking situation [2] Summary According to Relevant Catalogs Futures Market - The closing price of the main futures contract for red dates was 8,815 yuan/ton, a decrease of 60 yuan; the main contract's open interest was 128,541 lots, an increase of 4,240 lots. The net long position of the top 20 futures holders was - 19,547 lots, a decrease of 64 lots; the number of warehouse receipts was 3,298, an increase of 27; the total valid warehouse receipt forecast was 324, a decrease of 27 [2] Spot Market - The price of Kashgar red date bulk goods was 6.5 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Hebei was 4.1 yuan/jin, unchanged; the price of Alar red date bulk goods was 5.65 yuan/kg, unchanged; the wholesale price of first - grade grey dates in Henan was 4.15 yuan/jin; the price of Aksu red date bulk goods was 5.15 yuan/kg, unchanged; the price of special - grade red dates in Henan was 9.44 yuan/kg, a decrease of 0.03 yuan; the price of special - grade red dates in Hebei was 9.4 yuan/kg, a decrease of 0.1 yuan; the price of special - grade red dates in Guangdong was 10 yuan/kg, unchanged; the price of first - grade red dates in Guangdong was 8.8 yuan/kg, unchanged [2] Upstream Market - The annual output of red dates was 606.9 tons, an increase of 318.7 tons; the planting area was 199.3 hectares, a decrease of 4.1 hectares [2] Industry Situation - The national red date inventory was 14,415 tons, a decrease of 885 tons; the monthly export volume of red dates was 3,537,566 kg, an increase of 1,332,346 kg; the cumulative monthly export volume was 29,291,188 kg, an increase of 3,537,566 kg [2] Downstream Situation - The cumulative quarterly sales volume of red dates of Hao Xiang Ni was 36,480.43 tons, a decrease of 2,981.06 tons; the cumulative year - on - year production of red dates of Hao Xiang Ni was 1.47%, a decrease of 34.59 percentage points; the average daily number of arriving trucks at Ruyifang Market was 5.43, a decrease of 0.77; the monthly average wholesale price of red dates was 10.33 yuan/kg, an increase of 0.46 yuan [2] Industry News - The price in the Hebei Cuierzhuang market has remained stable for the time being. Local processing plants mainly process and ship their own goods, and holders of goods are actively shipping. Downstream merchants make purchases as needed. Currently, it is the peak stocking period, and holders of goods report that the sales volume has improved. In the Guangdong market, 10 trucks of goods have arrived, the price has remained stable for the time being, the market has sufficient arrivals, and downstream customers are actively selecting and purchasing as needed [2]
瑞达期货红枣产业日报-20260114
Rui Da Qi Huo· 2026-01-14 09:00
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The acquisition of Xinjiang grey dates is coming to an end, and the market focus is shifting to the consumer end. The acquisition in the production areas is basically finished, and the overall flow of market goods is stable. It is common for traders to stockpile raw materials in Xinjiang. As the twelfth lunar month approaches, the festival stocking demand is expected to drive the market into a phased peak of sales. The current spot price is generally stable, and the jujube price may fluctuate in the short term. [2] 3. Summary by Relevant Catalog Futures Market - The closing price of the main futures contract for jujubes is 9,130 yuan/ton, with a week-on-week increase of 70. The main contract's open interest is 121,118 lots, a week-on-week decrease of 734. The net long position of the top 20 futures holders is -18,881 lots, a week-on-week increase of 1,167. The number of warehouse receipts is 2,979, and the total effective warehouse receipt forecast is 504. [2] Spot Market - The prices of Kashgar jujube bulk goods, Hebei first-grade grey dates, Alar jujube bulk goods, Aksu jujube bulk goods, Hebei jujube premium grade, Guangdong jujube premium grade, and Guangdong jujube first-grade are 6.5 yuan/kg, 4.1 yuan/jin, 5.65 yuan/kg, 5.15 yuan/kg, 9.5 yuan/kg, 10 yuan/kg, and 8.8 yuan/kg respectively, with no significant week-on-week changes. The prices of Henan first-grade grey dates, Henan jujube premium grade are 4.15 yuan/jin and 9.5 yuan/kg respectively. [2] Upstream Market - The annual jujube output is 6.069 million tons, a year-on-year increase of 3.187 million tons, and the planting area is 1.993 million hectares, a year-on-year decrease of 41,000 hectares. [2] Industry Situation - The national jujube inventory is 15,300 tons, a week-on-week decrease of 349 tons. The monthly jujube export volume is 3,537,566 kg, an increase of 1,332,346 kg, and the cumulative monthly export volume is 29,291,188 kg, an increase of 3,537,566 kg. [2] Downstream Situation - The cumulative quarterly sales volume of Hao Xiang Ni's jujubes is 36,480.43 tons, a decrease of 2,981.06 tons. The year-on-year cumulative production growth rate of Hao Xiang Ni's jujubes is 1.47%, a decrease of 34.59 percentage points. The average daily arrival volume of jujubes at Ruyifang Market is 6.2 vehicles, an increase of 0.8 vehicles, and the monthly average wholesale price of jujubes is 10.33 yuan/kg, an increase of 0.46 yuan/kg. [2] Industry News - 6 trucks of goods arrived at the parking area of Hebei Cuierzhuang Market, including substandard and finished products. Local processing plants mainly processed and shipped their own goods, and holders were actively selling. Downstream merchants made purchases as needed, and some holders reported improved sales. 5 trucks of goods arrived at the Guangdong Market, the price remained stable, the enthusiasm of downstream buyers increased, and the market transactions were acceptable. [2]
瑞达期货红枣产业日报-20260112
Rui Da Qi Huo· 2026-01-12 09:03
Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View - The physical inventory of 36 sample points of red dates this week is 15,300 tons, a decrease of 349 tons compared with last week, a month - on - month decrease of 2.23%, and a year - on - year increase of 41.27%. The sample point inventory decreased month - on - month. The acquisition in the producing areas is basically over, and the overall circulation of market goods is stable. Traders commonly hoard raw materials in Xinjiang. As the twelfth lunar month approaches, the festival stocking demand is expected to drive the market into a phased peak of sales. Subsequently, it is necessary to focus on the actual sales speed of the terminal and the inventory performance of channels [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract of red dates is 9,160 yuan/ton, the main contract position is 123,832 lots, a decrease of 1,231 lots compared with the previous period; the net buying volume of the top 20 futures positions is - 270 lots, the number of warehouse receipts is 2,820, an increase of 297; the total effective warehouse receipt forecast is 472, a decrease of 143 [2] 3.2现货市场 - The unified price of red dates in Kashgar is 6.5 yuan/kg, the wholesale price of first - grade grey dates in Hebei is 4.1 yuan/jin, the unified price of red dates in Alar is 5.65 yuan/kg, the wholesale price of first - grade grey dates in Henan is 4.15 yuan/jin, the unified price of red dates in Aksu is 5.15 yuan/kg, the price of special - grade red dates in Henan is 9.5 yuan/kg, the price of special - grade red dates in Hebei is 9.52 yuan/kg, the price of special - grade red dates in Guangdong is 10 yuan/kg, and the price of first - grade red dates in Guangdong is 8.8 yuan/kg, all with no change compared with the previous period [2] 3.3 Upstream Market - The annual output of red dates is 3.187 million tons, and the planting area is 1.993 million hectares, a decrease of 41,000 hectares compared with the previous period [2] 3.4 Industry Situation - The national red date inventory is 15,300 tons, with a decrease of 349 tons compared with the previous week; the monthly export volume of red dates is 3,537,566 kg, an increase of 1,332,346 kg compared with the previous period; the cumulative export volume of red dates is 29,291,188 kg [2] 3.5 Downstream Situation - The cumulative sales volume of red dates of Hao Xiang Ni is 36,480.43 tons, with a decrease of 2,981.06 tons compared with the previous period; the cumulative year - on - year increase in the output of red dates of Hao Xiang Ni is 1.47%, a decrease of 34.59 percentage points compared with the previous period. The average daily arrival volume of red dates in Ruyifang Market is 0.8 vehicles, and the monthly average wholesale price of red dates is 10.33 yuan/kg, an increase of 0.46 yuan/kg compared with the previous period [2] 3.6 Industry News - In the parking area of Hebei Cuierzhuang Market, more than 20 vehicles arrived, mainly with sub - standard products and a small amount of finished products. Merchants purchased according to demand, and the price remained stable. In Guangdong Ruyifang Market, 13 vehicles arrived, and some arrival prices were relatively low. The market supply was sufficient, and about 2 vehicles were traded in the morning market. The acquisition of Xinjiang grey dates is over, and the market focus has shifted to the consumer end [2]