银河期货花生日报-20250804

Group 1: Report General Information - Report Type: Peanut Daily Report [2] - Date: August 4, 2025 [2][3] Group 2: Market Data Futures Market - PK604: Closing price 7954, down 2 (-0.03%); Volume 14, up 27.27%; Open interest 228, up 1.79% [3] - PK510: Closing price 8084, down 10 (-0.12%); Volume 34,124, up 19.70%; Open interest 98,881, down 0.58% [3] - PK601: Closing price 7948, up 6 (0.08%); Volume 2,450, up 8.17%; Open interest 13,173, up 5.87% [3] Spot Market and Basis - Spot prices: Henan Nanyang 9000, Shandong Jining 8400, Shandong Linyi 8400, Rizhao peanut meal 3300, Rizhao soybean meal 2920, peanut oil 15000, Rizhao first - grade soybean oil 8330 [3] - Price changes: Henan Nanyang 0, Shandong Jining 0, Shandong Linyi 0, Rizhao peanut meal 0, Rizhao soybean meal 20, peanut oil 0, Rizhao first - grade soybean oil 40 [3] - Basis: Henan Nanyang 916, Shandong Jining 316, Shandong Linyi 316, soybean meal - peanut meal 1, peanut oil - soybean oil 6670 [3] Import Prices - Sudanese peanuts: 8250, unchanged [3] Spreads - PK01 - PK04 spread: - 6, up 8; PK04 - PK10 spread: - 130, up 8; PK10 - PK01 spread: 136, down 16 [3] Group 3: Market Analysis - Peanut prices: Henan prices fell, Northeast prices dropped. Northeast Jilin Fuyu 308 general peanuts at 4.25 yuan/jin, down 0.05 yuan/jin; Liaoning Changtu 4.25 yuan/jin, down 0.05 yuan/jin; Henan Baisha general peanuts at 4.25 - 4.35 yuan/jin, down 0.05 yuan/jin; Shandong Junan 4.1 yuan/jin, stable. Imported Sudanese refined peanuts at 8300 yuan/ton, stable [5] - Peanut oil: Most peanut oil mills stopped purchasing. Mainstream transaction price at 7650 - 7700 yuan/ton, theoretical break - even price for mills at 8110 yuan/ton. Domestic first - grade ordinary peanut oil at 15000 yuan/ton, stable; small - squeezed fragrant peanut oil at 17000 yuan/ton, stable [5] - By - products: Rizhao soybean meal stable at 2890 yuan/ton. Peanut meal - soybean meal unit protein spread is high, short - term peanut meal is weak, 48 - protein peanut meal at 3250 yuan/ton [8] Group 4: Trading Strategies - Unilateral: Short - sell PK510 after a rebound as it is in a low - level oscillation [10][11] - Spread: Wait and see [12] - Options: Sell pk510 - C - 8800 [13] Group 5: Related Attachments - Figures include Shandong peanut spot prices, peanut oil mill profit, peanut oil prices, peanut spot - futures basis, peanut 10 - 1 contract spread, and peanut 1 - 4 contract spread [15][22][23]