油料日报：降水延迟新作上市，豆一花生供需胶着-20250812

Report Industry Investment Rating - Investment strategy for soybeans: Neutral [3] - Investment strategy for peanuts: Neutral [4] 2. Core View of the Report - The soybeans market is currently in a stalemate with reduced supply and weak demand due to factors such as delayed new - crop listings and hindered demand from soy product factories. However, there may be positive changes in some soybean transactions because of rigid procurement needs [2] - The peanut market is in a period of transition between old and new crops. The old - crop inventory is gradually being digested, and the new - crop listing is delayed by bad weather. The demand side is relatively flat, and traders are cautious in purchasing [3] 3. Summary by Related Catalogs Soybeans Market Analysis - Futures: The closing price of the soybeans 2509 contract yesterday was 4067.00 yuan/ton, a change of - 42.00 yuan/ton from the previous day, a decrease of 1.02% [1] - Spot: The spot basis of edible soybeans was A09 + 233, a change of + 42 from the previous day, an increase of 32.14%. The soybean prices in the Northeast market remained stable yesterday [1] Market Information - The continuous precipitation in the Huanghuai and Jianghuai regions has reduced the short - term listing volume of new soybeans. The operation of soybean product factories is blocked, and the recovery of procurement demand has slowed down [2] Peanuts Market Analysis - Futures: The closing price of the peanut 2510 contract yesterday was 8074.00 yuan/ton, a change of - 24.00 yuan/ton from the previous day, a decrease of 0.30% [3] - Spot: The average spot price of peanuts was 8460.00 yuan/ton, a change of - 40.00 yuan/ton compared to the previous period, a decrease of 0.47%. The spot basis was PK10 + 126.00, a change of + 24.00 compared to the previous period, an increase of 23.53% [3] Market Information - The domestic peanut market was in a state of range - bound consolidation. The old - crop inventory is almost digested, and the new - crop listing is affected by bad weather. The demand side is flat, and traders are purchasing cautiously [3]