Group 1: Report Investment Rating - The investment strategy for both soybeans and peanuts is neutral [5][6] Group 2: Core Views - The peanut market quotation continues to be firm, with prices fluctuating strongly [1] - The domestic soybean futures prices rose yesterday. The prices of domestic soybeans in various regions were stable with a slight increase. The supply - demand situation is weak on both sides, giving the soybean price a certain resilience [2][3][4] - The domestic peanut futures prices fluctuated yesterday. The peanut spot market showed a stable - to - strong trend last week, with the trading atmosphere warming up and the price center gradually moving up. The late - season growth situation remains uncertain [5] Group 3: Soybean Market Analysis Futures and Spot Data - The closing price of the bean - one 2507 contract yesterday was 4,225.00 yuan/ton, an increase of 34.00 yuan/ton or 0.81% from the previous day. The edible soybean spot basis was A07 - 65, a change of - 34 or 32.14% from the previous day [2] Market News - On Tuesday, CBOT soybean futures closed slightly higher, with the benchmark contract up 0.3%. As of the close, soybean futures rose between 1.50 and 4 cents. The July contract rose 2.25 cents to 1053 cents/bushel; the August contract rose 2.50 cents to 1050.25 cents/bushel; the November contract rose 4 cents to 1041 cents/bushel [3] Price Stability in Regions - On May 21, the prices of national standard first - class soybeans in various regions of Heilongjiang remained flat compared to the previous day [3] Price Influencing Factors - The prices of domestic soybeans in various regions were stable with a slight increase. The main reasons were the small amount of remaining grain, extremely low market inventory (less than the same period in previous years), weak downstream purchasing willingness, a significant decline in reserve auction volume, and a decrease in downstream factory purchases [4] Group 4: Peanut Market Analysis Futures and Spot Data - The closing price of the peanut 2510 contract yesterday was 8,352.00 yuan/ton, a decrease of 16.00 yuan/ton or - 0.19% from the previous day. The average peanut spot price was 8,420.00 yuan/ton, a month - on - month increase of 40.00 yuan/ton or 0.48%. The spot basis was PK10 - 352.00, a month - on - month change of + 16.00 or - 4.35% [5] Market News - Currently, the quotation of Baisha common peanuts in Huangludian, Henan is 4.30 - 4.35 yuan/jin; the quotation of Haihua common peanuts in Linyi, Shandong is about 4.00 - 4.05 yuan/jin; the quotation of 308 common peanuts in Changtu, Liaoning is 4.25 - 4.30 yuan/jin; the quotation of Huayu 23 common peanuts in Xingcheng is 4.25 - 4.35 yuan/jin; the purchase price of 308 common peanuts in Jilin is 4.25 - 4.30 yuan/jin [5] Price Influencing Factors - The peanut spot market showed a stable - to - strong trend last week. Due to factors such as the bottoming - out of grassroots remaining goods and the impact of the busy farming season on the supply, the grassroots supply volume was at a low level. The new - season sowing progress was delayed due to drought, and the later growth situation remains uncertain [5]
油料日报:花生市场报价延续坚挺走势,价格震荡偏强-20250522
Hua Tai Qi Huo·2025-05-22 03:31