油料日报：豆一弱势延续，花生小幅下行-20250815

Report Industry Investment Rating - The investment rating for soybeans and peanuts is neutral [3] Core Viewpoints - The soybeans market remains weak. The fundamentals are weak, with poor auction results of state - reserved soybeans and favorable weather for new - season soybean growth in the Northeast, which lacks upward momentum. The upcoming new beans in Hubei will impact the old beans market. The peanut market shows a slight decline, with a weak trading atmosphere, stable supply of old peanuts and slow progress of new peanuts [2][4] Market Analysis - Soybeans Futures and Spot - The closing price of the soybean 2511 contract yesterday was 4041.00 yuan/ton, down 66.00 yuan/ton (-1.61%) from the previous day. The edible soybean spot basis was A11 + 259, up 66 (+32.14%) from the previous day [1] Market Information - Soybean prices in the Northeast remained stable yesterday. For example, the price in Harbin, Shuangyashan, and Jiamusi was 2.15 yuan/jin for certain soybean types. In the Northeast, only 11% of soil monitoring stations in Heilongjiang had soil moisture deficiency, and the previously dry areas had rainfall. In Hubei, mid - maturing soybeans are expected to be listed in bulk this Friday and Saturday [1][2] Market Analysis - Peanuts Futures and Spot - The closing price of the peanut 2510 contract yesterday was 7884.00 yuan/ton, down 104.00 yuan/ton (-1.30%) from the previous day. The average peanut spot price was 8400.00 yuan/ton, with no change. The spot basis was PK10 + 316.00, up 104.00 (+49.06%) [3] Market Information - The domestic peanut market declined slightly yesterday, with the average price of common peanuts at 4.20 yuan/jin. The trading of old peanuts was general, and new peanuts were sporadically listed in some areas [3] Strategies - The strategy for both soybeans and peanuts is neutral [3]