油料日报：豆一供应施压，花生供需两弱-20250807

Report Industry Investment Rating - The investment rating for the industry is neutral [2] Core View of the Report - The soybean market is under supply pressure, with an increase in low - protein soybean supply due to continuous auctions by Cofco, a tightening of high - protein soybeans in traders' hands, and an expected further increase in supply as Hubei's new soybeans are gradually launched. The peanut market shows a pattern of weak supply and demand, with a relatively light spot trading atmosphere, and peanut prices are expected to maintain a weak and volatile pattern [1][2] Summary by Related Catalogs Soybean View Market Analysis - Futures: The closing price of the Douyi 2509 contract was 4118.00 yuan/ton yesterday, a change of +2.00 yuan/ton from the previous day, an increase of +0.05%. Spot: The edible soybean spot basis was A09 + 182, a change of -2 from the previous day, a decrease of 32.14%. Northeast soybean prices were stable today, with high - protein soybean quotes firm due to scarce supply. Douyi continued its narrow - range oscillation yesterday. The continuous auctions by Cofco increased the supply of low - protein soybean spots, the high - protein soybeans in traders' hands became tighter, the market was in a wait - and - see mood, and the supply would increase as Hubei's new soybeans were launched [1] Peanut View Market Analysis - Futures: The closing price of the peanut 2510 contract was 8092.00 yuan/ton yesterday, a change of +6.00 yuan/ton from the previous day, an increase of +0.07%. Spot: The average peanut spot price was 8500.00 yuan/ton, with no change compared to the previous day, an increase of +0.00%. The spot basis was PK10 + 108.00, a change of -6.00 from the previous day, a decrease of -5.26%. The domestic peanut market was oscillating steadily yesterday, with the average price of common peanuts at 4.25 yuan/jin. The shipping speed in the producing areas has accelerated slightly, mainly inventory transactions. The market was generally quiet, and prices were basically stable. Peanuts continued their narrow - range oscillation yesterday. The domestic peanut market showed a pattern of weak supply and demand, and the trading atmosphere was light. Given the weak terminal demand and the slow progress of new peanut listing, the overall trading atmosphere remained cautious. Peanut prices are expected to maintain a weak and volatile pattern [2]