Report Summary 1) Report Industry Investment Rating - No investment rating information is provided in the report. 2) Core Viewpoints - The U.S. soybean export inspection volume in the week ending August 7 was 518,066 tons, higher than the expected 200,000 - 500,000 tons [1]. - As of August 10, the U.S. soybean good - excellent rate was 68%, in line with market expectations, with a decline from the previous week [1]. - Brazil exported 2,774,453.27 tons of soybeans in the first week of August, with a 27% increase in daily average export volume compared to August last year [1]. - Malaysian palm oil exports from August 1 - 10 increased by 23.3% (ITS data) and 23.7% (AmSpec data) compared to the same period last month [1]. - Malaysian palm oil inventory at the end of July reached the highest in nearly two years, with a 4.02% month - on - month increase to 2.11 million tons due to strong production [1]. 3) Summary by Related Catalogs Overnight Market Information - U.S. soybean export inspection volume in the week ending August 7 was 518,066 tons, higher than the expected 200,000 - 500,000 tons, and the previous week's revised volume was 628,110 tons [1]. - As of August 10, the U.S. soybean good - excellent rate was 68%, the flowering rate was 91%, and the pod - setting rate was 71% [1]. - Brazil exported 2,774,453.27 tons of soybeans in the first week of August, with a daily average export volume of 462,408.88 tons, a 27% increase compared to August last year [1]. - Malaysian palm oil exports from August 1 - 10 increased by 23.3% (ITS data) and 23.7% (AmSpec data) compared to the same period last month [1]. - Malaysian palm oil inventory at the end of July reached 2.11 million tons, a 4.02% month - on - month increase, with production increasing by 7.09% to 1.81 million tons and exports increasing by 3.82% to 1.31 million tons [1]. Spot Prices - Spot prices of various products such as soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from August 5 - 11 are provided [2]. Protein Meal Basis - The report mentions protein meal basis but does not provide specific content [3]. Fat Basis - The report mentions fat basis but does not provide specific content [6]. Fat and Oil Futures Spread - The report mentions fat and oil futures spread but does not provide specific content [8]
油脂油料早报-20250812
Yong An Qi Huo·2025-08-12 02:04