油料日报：供应压力持续，大豆花生重心下移-20250806

Group 1: Report Industry Investment Rating - The investment strategy for both soybeans and peanuts is neutral [1][3] Group 2: Core Views of the Report - Under the dual effect of increased supply from continuous auctions by Sinograin and the entry of new - season soybeans in the South, the upward momentum of soybean prices is insufficient; the decline of the main soybean contract has moderated, and attention should be paid to the drought in some soybean - producing areas [1][2] - The center of the main peanut contract continues to move down. In the short - term, both buyers and sellers are cautious during the new - old alternation period, and the market shows rational and rigid demand [3] Group 3: Summary by Related Catalogs Soybean View Market Analysis - Futures: The closing price of the soybean 2509 contract yesterday was 4116.00 yuan/ton, a change of - 1.00 yuan/ton from the previous day, a decrease of - 0.02% [1] - Spot: The spot basis of edible soybeans was A09 + 184, a change of + 1 from the previous day, an increase of 32.14% [1] - Market news: Soybean prices in the Northeast remained stable yesterday, but high - quality high - end quotes decreased; the main soybean contract's decline moderated, and soybean supply increased due to auctions and new - season soybeans. Some soybean - producing areas faced drought [1][2] Strategy - Neutral [1] Peanut View Market Analysis - Futures: The closing price of the peanut 2510 contract yesterday was 8086.00 yuan/ton, a change of + 2.00 yuan/ton from the previous day, an increase of + 0.02% [3] - Spot: The average spot price of peanuts was 8500.00 yuan/ton, with no change from the previous day; the spot basis was PK10 + 114.00, a change of - 2.00 from the previous day, a decrease of - 1.72% [3] - Market news: The domestic peanut market declined yesterday, with an average price of 4.25 yuan/jin for common peanuts. The market is in the new - old alternation period, and traders are cautious in purchasing [3] Strategy - Neutral [3]