油脂油料早报-20250827

Report Summary 1) Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2) Core Views - Brazil's soybean exports in August are expected to be 8.9 million tons, down from the previous week's estimate of 8.94 million tons, and its soybean meal exports are expected to be 2.13 million tons, down from the previous week's estimate of 2.33 million tons [1]. - From August 1 - 25, 2025, Malaysia's palm oil production decreased by 1.21% month - on - month, with a 3.26% drop in fresh fruit bunch yield and a 0.40% increase in oil extraction rate [1]. 3) Summary by Related Catalogs Overnight Market Information - Brazil's soybean export estimate for August is 8.9 million tons [1]. - Brazil's soybean meal export estimate for August is 2.13 million tons [1]. - Malaysia's palm oil production from August 1 - 25, 2025 decreased by 1.21% month - on - month [1]. Spot Prices - The spot prices of various products (including soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu) from August 20 - 26, 2025 are presented in a table [3].