油脂油料早报-20250606
Yong An Qi Huo·2025-06-06 05:19

Group 1: Overnight Market Information - From May 22 - 29, US soybean export sales net increased by 19.79 million tons, with current - year sales net increasing by 19.43 million tons (33% higher than the previous week and 30% lower than the four - week average), and new sales of 20.81 million tons for the current year and 0.35 million tons for the next year. Exports to China had a net decrease of 0.11 million tons. Export shipments were 30.86 million tons (47% higher than the previous week and 8% higher than the four - week average), with 6.5 million tons shipped to China [1]. - From May 22 - 29, US bean meal export sales net increased by 26.49 million tons, with current - year sales net increasing by 25.47 million tons (40% lower than the previous week and 14% lower than the four - week average). New sales were 28.26 million tons for the current year and 1.02 million tons for the next year. Export shipments were 23.85 million tons (12% lower than the previous week and 6% lower than the four - week average) [1]. - Brazil exported 14,099,744.73 tons of soybeans in May, with a daily average of 671,416.42 tons, a 5% increase from the daily average in May last year [1]. - Rosario Grain Exchange and Buenos Aires Exchange stated that Argentina's soybean yield this year is better than expected, but the harvest is delayed. About 88.7% of the soybeans have been harvested, and the 2024/25 harvest is expected to be about 50 million tons [1]. - MPOA data showed that Malaysia's crude palm oil production in May increased by 3.07% month - on - month, with different increases in different regions [1]. Group 2: Spot Prices - Spot prices of various products (soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu) from May 29 to June 5 showed some fluctuations [2]. Group 3: Others - There are protein meal basis and grease basis, but specific data is not provided [3]. - There is information about grease and oil futures spreads, but specific data is not provided [5].