油脂油料早报-20250521

Report Summary Industry Investment Rating - No industry investment rating was provided in the report. Core Viewpoints - The report presents overnight market information on the production, export, and import of various oilseeds and oils, including soybeans, palm oil, and rapeseed, as well as price data for related products [1]. Summary by Related Catalogs Overnight Market Information - Anec estimates that Brazil's soybean exports in May will reach 1,452 million tons, a 1.75% increase from last week's estimate and a 100 million - ton increase from the same period last year. Brazil's soybean exports in March reached a record 1,570 million tons. Brazil's soybean meal exports in May are expected to reach 236 million tons, higher than last week's estimate and the same period last year [1]. - ITS data shows that Malaysia's palm oil product exports from May 1 - 20 increased by 5.3% compared to the same period in April. AmSpecAgri data indicates a 1.6% increase, and SGS data shows a 13.73% increase [1]. - China's rapeseed imports in April 2025 were 489,214.413 tons, a 98.26% month - on - month increase and a 3.92% year - on - year increase. Canada was the largest supplier. China's rapeseed meal imports in April were 298,588.889 tons, an 18.52% month - on - month increase and a 38.15% year - on - year increase. China's rapeseed oil imports in April were 182,053.439 tons, a 47.13% month - on - month decrease but an 18.35% year - on - year increase [1]. - China's palm oil imports in April 2025 were 157,552.102 tons, a 6.35% month - on - month decrease but a 6.44% year - on - year increase. Indonesia was the largest supplier [1]. Price Data - The report provides the spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from May 14 - 20, 2025 [1][2].