油料日报：油料价格偏弱，部分油厂入市-20250827

Report Industry Investment Rating - For both soybeans and peanuts, the strategy is rated as neutral [2][4] Core Viewpoints - The soybean market shows that futures prices are fluctuating. In the Northeast, low - protein soybean prices decline due to state - reserve grain auctions. In the South, the increase in market sales during the back - to - school season has limited support for soybean prices. With new soybeans about to be listed, many alternative food varieties, and continuous release of old grain from state - reserve warehouses, the soybean price will oscillate [2] - The peanut market also has fluctuating prices. Continuous rainfall in some peanut - producing areas affects the spring peanut listing progress. Low downstream purchasing enthusiasm, reduced purchase contract prices, and a dull trading atmosphere are observed [3] Summary by Related Content Soybean Market Analysis - Futures: The closing price of the soybeans 2511 contract was 3974.00 yuan/ton, a change of - 18.00 yuan/ton (- 0.45%) from the previous day [1] - Spot: The edible soybean spot basis was A11 + 266, a change of - 2 (- 32.14%) from the previous day. In the Northeast, prices in some regions declined, while in the South, prices remained stable [1] Strategy - The strategy for soybeans is neutral [2] Peanut Market Analysis - Futures: The closing price of the peanut 2510 contract was 7834.00 yuan/ton, a change of + 38.00 yuan/ton (+ 0.49%) from the previous day [2] - Spot: The average peanut spot price was 8470.00 yuan/ton, a change of - 150.00 yuan/ton (- 1.74%) from the previous day. The spot basis was PK10 + 266.00, a change of - 38.00 (- 12.50%) from the previous day. New - season peanut prices were stable with a downward trend, and peanut oil prices showed some changes [2][3] Strategy - The strategy for peanuts is neutral [4]