油料日报：豆一供需两不旺，花生静待新作上市-20250813

Group 1: Report Industry Investment Rating - The investment strategy for both soybeans and peanuts is neutral [3][6] Group 2: Core View of the Report - The soybeans market shows a situation of low supply and demand. The futures of soybeans continued to decline, with limited inventory and a stable market in Northeast China. The first single - way auction last week ended in a complete failure, indicating weak spot demand. The demand in the Inner Pass market is sluggish, and the market is waiting for demand improvement after the start of school. Soybeans have entered the flowering stage, and weather impacts need attention [1][2] - The peanut market is in a period of transition between old and new crops, with a significant differentiation in the market. New peanuts' prices are strong due to delayed listing caused by weather, while old peanuts' prices are weak. Terminal demand is average, and most domestic markets have light sales. Attention should be paid to the selling attitude of old peanuts and the weather in new - crop production areas [3][4][5] Group 3: Summary by Related Catalogs Soybean Market Analysis - Futures and Spot Prices: The closing price of the soybean 2509 contract was 4034.00 yuan/ton, a decrease of 33.00 yuan/ton (-0.81%) from the previous day. The spot basis of edible soybeans was A09 + 266, an increase of 33 (+32.14%) from the previous day [1] - Market Information: Soybean prices in the Northeast market were stable, with a strong wait - and - see atmosphere. For example, the loading price of standard first - class, 39% protein medium - grain tower grain in Harbin, Heilongjiang was 2.15 yuan/jin, unchanged from the previous day [1] Peanut Market Analysis - Futures and Spot Prices: The closing price of the peanut 2510 contract was 7944.00 yuan/ton, a decrease of 130.00 yuan/ton (-1.61%) from the previous day. The average spot price of peanuts was 8460.00 yuan/ton, with no change from the previous day. The spot basis was PK10 + 256.00, an increase of 130.00 (+103.17%) from the previous day [3] - Market Information: The domestic peanut market was oscillating weakly. The average price of common peanuts was 4.23 yuan/jin. The remaining inventory of old peanuts was low, and transactions were based on quality. For example, the price of Baisha common peanuts in Zhumadian, Henan was 4.15 - 4.25 yuan/jin [3]