花生：现货偏强

Report Industry Investment Rating - Not mentioned in the provided content Core Viewpoints - The spot market of peanuts is relatively strong, with most peanut - producing areas showing stable - to - firm prices due to factors such as farmers being busy with farming and low selling willingness, resulting in limited supply [1][2] - The peanut futures market shows price increases and changes in trading volume and open interest [1] Summary by Relevant Catalogs 1. Fundamental Tracking - Spot Prices: The prices of various peanut varieties have different changes. For example, the price of Liaoning 308 general - purpose peanuts increased by 60 yuan/ton to 8,160 yuan/ton, Henan Baisha general - purpose peanuts increased by 40 yuan/ton to 8,000 yuan/ton, Xingcheng Small Japanese peanuts increased by 20 yuan/ton to 8,380 yuan/ton, and Sudan refined peanuts remained unchanged at 8,350 yuan/ton [1] - Futures Prices and Trading Data: PK510 closed at 8,222 yuan/ton, up 1.03%; PK511 closed at 8,132 yuan/ton, up 1.35%. The trading volume and open interest of PK510 and PK511 both increased, and the trading volume of the entire peanut futures market was 83,474 lots, an increase of 42,521 lots, with open interest of 134,104 lots, an increase of 13,701 lots. The number of peanut warehouse receipts in the entire market remained unchanged at 1,500 lots [1] - Price Spreads: The basis of Liaoning 308 general - purpose peanuts is - 62 yuan/ton, Henan Baisha general - purpose peanuts is - 222 yuan/ton, Xingcheng Small Japanese peanuts is 158 yuan/ton, Sudan refined peanuts is 128 yuan/ton, and the 10 - 11 inter - period spread is 90 yuan/ton [1] 2. Spot Market Focus - Henan Region: In Henan, the price of Baisha general - purpose peanuts in Huangludian is around 4.2 - 4.25 yuan, and the price of large - grain peanuts in Kaifeng is around 4.1 yuan. Due to farmers being busy with farming and low selling willingness, the supply is limited. In recent days, inquiries and purchases have improved compared to the previous days, with most Baisha - producing areas showing stable - to - firm prices and large - grain peanut - producing areas having stable prices [2] - Jilin Region: In Jilin, the price of 308 general - purpose peanuts is around 4.1 - 4.15 yuan, 9616 general - purpose peanuts is around 4.05 yuan, and four - grain red general - purpose peanuts is around 4.2 - 4.4 yuan. Farmers are in the busy farming season, the supply is limited, downstream customers make small - quantity replenishments, the circulation speed of goods has improved, and most areas show stable - to - firm prices [2] - Liaoning Region: In Liaoning, the supply at the grass - roots level is limited. The mainstream price of 308 general - purpose peanuts is around 4.05 - 4.1 yuan, with price determined by quality and mostly inventory - based transactions. The number of buyers has increased in most areas, and prices are stable - to - firm. At the Xingcheng market, the price of Small Japanese general - purpose peanuts is around 4.16 - 4.21 yuan, with 30 - plus trucks of supply, fast sales, and basically stable prices [2] - Shandong Region: In Shandong, most areas have little supply, with inventory - based transactions. Some areas source goods from outside. The price of Haihua general - purpose peanuts in Linyi is around 3.9 yuan, the price of good - quality Weihua 8 general - purpose peanuts in Pingdu is around 4.35 - 4.4 yuan, and the price of Luhua 11 general - purpose peanuts is around 4.35 - 4.4 yuan. The number of buyers has increased in some areas, and prices are stable - to - firm [2] 3. Trend Intensity - The trend intensity of peanuts is 0, indicating a neutral trend, with the value ranging from - 2 (most bearish) to 2 (most bullish) [4]