Key Information Summary 1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The old peanut crops have support at the lower price level [2] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Spot Prices: The prices of important spot peanuts such as Liaoning 308, Henan Baisha, Xingcheng Xiaoriben, and Sudan refined rice remained unchanged at 8,600 yuan/ton, 8,560 yuan/ton, 8,400 yuan/ton, and 8,600 yuan/ton respectively [3] - Futures Prices: PK510 closed at 8,106 yuan/ton with a daily increase of 0.20%, while PK511 closed at 7,982 yuan/ton with a daily decrease of 0.13% [3] - Trading Volume and Open Interest: The trading volume and open interest of PK510, PK511, and the entire peanut futures market all decreased. For example, the trading volume of PK510 decreased by 33,084 lots to 36,933 lots, and the open interest decreased by 895 lots to 101,404 lots [3] - Basis and Spread: The basis of Liaoning 308, Henan Baisha, Xingcheng Xiaoriben, and Sudan refined rice were 494 yuan/ton, 454 yuan/ton, 294 yuan/ton, and 494 yuan/ton respectively. The 10 - 11 inter - period spread was 124 yuan/ton [3] 3.2 Spot Market Focus - Henan Region: The market is mainly for inventory trading. Inquiries and purchases are average. Peanut prices are basically stable, with transactions priced according to quality and color [4] - Jilin Region: The price of 308 common peanuts is around 4.3 - 4.4. There is not much remaining stock in the producing area. The market is mainly for inventory sales, and inquiries and purchases are average. Prices in most areas are stable [4] - Liaoning Region: The acquisition of raw materials at the grassroots level has ended. The market is mainly for inventory trading. There are large quality differences, and transactions are mainly through negotiation. Demand is low, and the market is slightly weak [4] - Shandong Region: The acquisition of raw materials has ended. The market is mainly for cold - storage peanut trading. There is not much remaining inventory in most areas, and the trading is in the final stage [4] 3.3 Trend Intensity - The trend intensity of peanuts is 0, indicating a neutral trend [5]
花生:旧作下方有支撑
Guo Tai Jun An Qi Huo·2025-07-31 01:51