中粮油脂控股有限公司副总经理王朝晖：预计今年四季度之前国内菜油供应充足

Group 1 - The 2025 China (Zhengzhou) International Futures Forum was held, focusing on the agricultural products market, particularly edible oils [1] - Wang Zhaohui, Deputy General Manager of COFCO Oils, discussed the risks and responses in the domestic canola and peanut oil markets due to changes in supply and demand [1] Group 2 - For the canola oil market, it is projected that in the 2025/2026 season, China will have an additional supply of 19.6 million tons of rapeseed, with domestic production at 17.1 million tons and imports at 2.5 million tons [1] - Domestic canola oil supply is expected to be sufficient before the fourth quarter of this year, influenced by production and import levels [1] Group 3 - In the peanut oil market, the National Grain and Oil Center indicates that peanut production will increase by 400,000 tons in the 2024/2025 season, with consumption and crushing demand rising by 100,000 tons and 300,000 tons respectively [1] - Due to reduced imports, the ending stocks for the 2024/2025 season are expected to drop to low levels [1] - Current peanut crops are in a critical growth stage, and future weather conditions during growth and harvest, as well as yield and import levels, need to be monitored [1]