油料日报：天气炒作降温，油料需求疲弱抑制-20250801

Group 1: Investment Ratings - The investment strategy for soybeans and peanuts is rated as neutral [3][4] Group 2: Core Views - The soybean futures market continued to decline due to external shocks, cooling weather - related speculation, weak downstream demand, expectations of policy - driven soybean reserve sales, and a slowdown in economic recovery [2] - The peanut market showed a slight decline. Low old - crop inventory and reduced imports supported some holders' price - holding intentions, but new - season pressure led to inventory clearance needs. Downstream demand remained weak [3] Group 3: Soybean Market Analysis Futures and Spot - The closing price of the soy - one 2509 contract was 4131.00 yuan/ton, down 22.00 yuan/ton (- 0.53%) from the previous day. The edible soybean spot basis was A09 + 169, up 22 (+ 32.14%) from the previous day [1] Market Information - Soybean prices in the Northeast market were stable, with most of the remaining grain consumed and limited inventory among traders. Prices in different regions such as Harbin, Shuangyashan, and Jiamusi remained unchanged [1] Group 4: Peanut Market Analysis Futures and Spot - The closing price of the peanut 2510 contract was 8082.00 yuan/ton, down 24.00 yuan/ton (- 0.30%) from the previous day. The peanut spot average price was 8580.00 yuan/ton, unchanged from the previous day. The spot basis was PK10 + 118.00, up 24.00 (+ 25.53%) from the previous day [3] Market Information - Peanut spot prices in domestic markets were generally stable, with low trading volume. Prices in different regions such as Henan, Liaoning, and Shandong remained unchanged [3]