花生：近强远弱

Report Summary 1. Report Industry Investment Rating - There is no information about the industry investment rating in the provided reports. 2. Report's Core View - The overall view of the peanut market is "near - strong, far - weak". The peanut trend intensity is 0, indicating a neutral stance [1][3]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Spot Prices: The prices of important peanut varieties such as Liaoning 308, Henan Baisha, Xingcheng Xiaoriben, and Sudan refined rice remained unchanged at 8,200 yuan/ton, 8,160 yuan/ton, 8,060 yuan/ton, and 8,775 yuan/ton respectively [1]. - Futures Prices: PK510 closed at 8,116 yuan/ton with a daily increase of 0.47%, and PK511 closed at 7,988 yuan/ton with a daily increase of 0.73% [1]. - Trading Volume and Open Interest: PK510 had a trading volume of 64,410 lots (an increase of 35,782 lots) and an open interest of 89,499 lots (a decrease of 6,193 lots); PK511 had a trading volume of 72,641 lots (an increase of 39,589 lots) and an open interest of 93,792 lots (an increase of 427 lots). The total trading volume of the peanut market was 167,497 lots (an increase of 94,598 lots), and the total open interest was 229,647 lots (a decrease of 3,660 lots) [1]. - Warehouse Receipts: The total number of peanut warehouse receipts in the market was 0, with no change [1]. - Price Spreads: The basis of Liaoning 308 was 84 yuan/ton, Henan Baisha was 44 yuan/ton, Xingcheng Xiaoriben was - 56 yuan/ton, Sudan refined rice was 659 yuan/ton, and the 10 - 11 inter - period spread was 128 yuan/ton [1]. 3.2 Spot Market Focus - In Henan, new peanuts in some areas are gradually coming onto the market. The prices are stable with limited trading. In Jilin, it is mainly inventory trading, and the prices are generally stable. New peanuts such as Silihong are expected to be listed in mid - to - late September, and 308 is expected to be listed around mid - October. In Liaoning, the raw material acquisition at the grass - roots level has ended, and it is mainly inventory trading with stable prices. In Shandong, it is mainly cold - storage peanut trading, and most areas are in the final stage of trading with limited inventory [2]. 3.3 Trend Intensity - The peanut trend intensity is 0, indicating a neutral market outlook, with the value ranging from - 2 (most bearish) to 2 (most bullish) [3].