油脂油料早报-20250819

Group 1: Report Core Information - As of the week ending August 17, 2025, the good-to-excellent rate of US soybeans was 68%, higher than the market expectation of 67%, the same as the previous week and the same period last year. The flowering rate was 95%, and the pod-setting rate was 82% [1]. - As of the week ending August 14, 2025, the US soybean export inspection volume was 473,605 tons, within the market forecast range of 200,000 - 730,000 tons. The export inspection volume to the Chinese mainland was 0 tons. The cumulative export inspection volume this crop year was 48,867,578 tons, compared with 43,794,726 tons in the same period of the previous year [1]. - From August 1 - 15, 2025, the crude palm oil production in Malaysia increased by 0.88% month-on-month, with a 1.78% decrease in fresh fruit bunch yield per unit and a 0.51% increase in oil extraction rate [1]. - As of the week ending August 10, 2025, the Canadian canola export volume increased by 864.4% to 254,600 tons compared with the previous week. From August 1 - 10, 2025, the export volume was 254,600 tons, a 33.6% decrease compared with the same period last year. As of August 10, the commercial inventory of Canadian canola was 940,200 tons [1]. Group 2: Spot Price Information - From August 12 - 18, 2025, the spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu fluctuated [2].