油脂油料早报-20250728

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - A private exporter reported selling 142,500 tons of soybeans to Mexico for delivery in the 2025/2026 marketing year [1] - ITS data showed that Malaysia's palm oil product exports from July 1 - 25, 2025, were 1,029,585 tons, a 9.2% decline from the same period in June [1] - AmSpec data indicated that Malaysia's palm oil product exports from July 1 - 25, 2025, were 896,484 tons, a 15.2% decrease from the same period in June [1] - Commodity group Expana raised its forecast for the EU's rapeseed production this year to 19.6 million tons, up from last month's estimate of 19.2 million tons, a 16.7% increase from the previous year [1] 3. Summary by Related Catalogs Overnight Market Information - Private exporter's soybean export to Mexico: 142,500 tons for 2025/2026 marketing year [1] - Malaysia's palm oil export data from July 1 - 25, 2025: ITS reported 1,029,585 tons with a 9.2% decline; AmSpec reported 896,484 tons with a 15.2% decline [1] - Expana's EU rapeseed production forecast: 19.6 million tons, up from 19.2 million tons last month, 16.7% higher than the previous year [1] Spot Prices - Price changes of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from July 21 - 25, 2025, are presented in a table [2] Others - There are also sections about main - producing country precipitation, imported soybean crushing profit, and oil import profit, as well as sections on oil - and - fat futures spreads, protein meal basis, and oil basis, but no detailed content is provided [1][3][9][10]