油脂油料早报-2025-04-02

Group 1: Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints - As of March 29, 2025, Brazil's 2024/25 soybean harvest rate reached 81.4%, 5 percentage points higher than the previous week and ahead of last year's 71.0% [1] - StoneX lowered Brazil's 2024/25 soybean and corn production estimates due to poor weather in Rio Grande do Sul [1] - In February 2025, the U.S. soybean crush volume was 567,000 short tons, with毛豆油 production down 11% from January and 2% from February 2024 [1] Group 3: Summary by Related Catalogs Overnight Market Information - As of March 29, 2025, Brazil's 2024/25 soybean harvest rate was 81.4%, the first - season corn harvest rate was 53.3%, and the second - season corn planting rate was 97.9% [1] - StoneX estimated Brazil's 2024/25 soybean output at 167.54 million tons, first - season corn output at 2.59 million tons, and second - season corn output at 101.62 million tons [1] - In February 2025, the U.S. soybean crush volume was 567,000 short tons, 1.89 billion bushels;毛豆油 production was 2.24 billion pounds [1] Main Producer Precipitation - No relevant information provided Imported Soybean Disk Crushing Profit - No relevant information provided Oil Import Profit - No relevant information provided Spot Prices - Spot prices of various products in different regions from March 26 to April 1, 2025 are provided, including prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [1] Protein Meal Basis - No relevant information provided Oil Basis - No relevant information provided Oil and Oilseed Disk Spreads - No relevant information provided