Group 1: Report Investment Rating - The investment rating for both soybeans and peanuts is neutral [3] Group 2: Core Views - The price of domestic soybeans oscillated yesterday. The remaining soybeans at the grass - roots level are only about 1% - 2%, and farmers with soybeans are asking for high prices. The prices of soybean rough grains in the Yangtze and Yellow River basins are basically stable, while the prices of clean grains are slightly decreasing. The inventory of grain trading enterprises is tight, and some enterprises' quotations are firm. The downstream demand is weak, and the net grain loading prices of some enterprises are slightly reduced as the new - season soybeans are approaching [2] - The price of peanuts oscillates. The market continues the stalemate of weak supply and demand, with prices running weakly and steadily in a narrow range, and the overall trading atmosphere is light [3] Group 3: Soybean Market Analysis Futures - The closing price of the soybeans 2507 contract yesterday was 4127.00 yuan/ton, a change of - 14.00 yuan/ton from the previous day, a decrease of 0.34% [1] Spot - The basis of edible soybeans was A07 + 153, a change of + 14 from the previous day, an increase of 32.14% [1] Market Information - On Monday, CBOT soybean futures closed mixed, with a near - weak and far - strong trend, and the benchmark contract closed up 0.3%. The July contract fell 3.50 cents to 1024.25 cents/bushel; the August contract fell 3.50 cents to 1029.75 cents/bushel; the November contract rose 2.25 cents to 1027 cents/bushel [1] - USDA adjusted the 2025 US soybean planting area to 83.38 million acres, lower than the 83.495 million acres in March and the average analyst estimate of about 83.655 million acres. This estimated soybean planting area will be 4.2% less than the 87.05 million acres in 2024 [1] - The total soybean inventory on June 1 was 1.008 billion bushels, higher than the market expectation of 980 million bushels, a year - on - year increase of 3.9% [1] Group 4: Peanut Market Analysis Futures - The closing price of the peanut 2510 contract yesterday was 8200.00 yuan/ton, a change of + 44.00 yuan/ton from the previous day, an increase of 0.54% [3] Spot - The average spot price of peanuts was 8980.00 yuan/ton, a change of - 20.00 yuan/ton from the previous day, a decrease of 0.22%. The spot basis was PK10 + 100.00, a change of - 44.00 from the previous day, a decrease of 30.56% [3] Market Information - As of June 26, 2025, the average price of national common peanuts was 9000 yuan/ton, a decrease of 0.88% from the previous week [3] - The current prices of common peanuts in different regions are: 4.65 - 4.70 yuan/jin in Huangludian, Henan; 4.15 yuan/jin in Linyi, Shandong; 4.60 - 4.65 yuan/jin in Changtu, Liaoning; 4.55 - 4.60 yuan/jin in Xingcheng, Liaoning; 4.6 - 4.65 yuan/jin in Jilin [3]
油料日报：花生现货实际交易量不大，价格震荡运行-20250702
Hua Tai Qi Huo·2025-07-02 05:56