花生：关注产区天气

Report Summary 1. Report Industry Investment Rating - No investment rating provided in the report. 2. Core View - The report focuses on peanut fundamentals, tracking prices, trading volumes, and trends, and notes that attention should be paid to weather in peanut - producing areas [1]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Spot Prices: Prices of various peanut varieties decreased, with辽宁308通货 at 8,600 yuan/ton (-200),河南白沙通货 at 8,760 yuan/ton (-200),兴城小日本 at 8,440 yuan/ton (-260), and苏丹精米 at 8,600 yuan/ton (-100) [1]. - Futures Prices: PK510 closed at 8,142 yuan/ton (0.05% daily increase), and PK511 at 8,034 yuan/ton (0.48% daily increase) [1]. - Trading Volume and Open Interest: PK510 trading volume was 119,194 hands (increase of 91,625 hands), open interest was 101,662 hands (increase of 4,603 hands); PK511 trading volume was 44,296 hands (increase of 29,110 hands), open interest was 69,643 hands (decrease of 484 hands); peanut full - market trading volume was 170,315 hands (increase of 125,036 hands), open interest was 186,421 hands (increase of 5,422 hands) [1]. - Warehouse Receipts: Peanut full - market warehouse receipts were 0 hands with no change [1]. - Price Spreads:辽宁308通货基差 was 458 yuan/ton,河南白沙通货基差 was 618 yuan/ton,兴城小日本基差 was 298 yuan/ton,苏丹精米基差 was 458 yuan/ton, and 10 - 11 inter - period spread was 108 yuan/ton [1]. 3.2 Spot Market Focus - In Henan, remaining stocks are almost exhausted, trading is mainly from inventory, inquiries are few, and prices are determined by quality. Good - quality peanuts have firm prices, with prices in Baisha producing areas slightly weakening and those in large - peanut producing areas stable [2]. - In Jilin, 308 common rice is around 4.3 - 4.4. Raw material trading is ending, with sporadic supplies, normal inquiries, slightly weakening peanut prices, and stable peanut - fruit prices [2]. - In Liaoning, grass - roots raw material procurement has ended, trading is mainly from inventory. Quality varies greatly, prices are determined by quality, inquiries are few, and prices in most areas are slightly weakening [2]. - In Shandong, raw material procurement has ended, trading is mainly from cold - storage stocks. Most areas have little remaining inventory, and trading is in the final stage [2]. 3.3 Trend Intensity - Peanut trend intensity is 0, indicating a neutral trend [3].