豆粕、油脂日报-20250902
Guan Tong Qi Huo·2025-09-02 08:28

Report Title - The report is titled "Aquaculture Industry Chain Data Report - Soybean Meal, Oils and Fats" [1] Report Date - The report was produced on September 2, 2025 [2] Industry Investment Rating - Not provided in the given content Core View - The report presents the latest weekly data and week-on-week changes of soybean meal and various oils and fats, including prices, production, consumption, inventory, and basis [2][5] Summary by Category Soybean Meal - Price: The aggregated average price of 43% protein soybean meal was 3,060 yuan/ton, a week-on-week decrease of 0.52%. The spot-futures price difference was 6 yuan/ton, a week-on-week decrease of 114.63%. The basis of the spot main contract was 16.14 yuan/ton, a week-on-week decrease of 535.04% [2] - Production: The output of 111 sample enterprises was 1.6712 million tons, a week-on-week increase of 4.16% [2] - Sales and Consumption: The daily trading volume was 121,000 tons, a week-on-week decrease of 0.74%. The apparent consumption was 1.6422 million tons, a week-on-week increase of 5.91% [2] - Inventory: The inventory of 111 sample enterprises was 0.9563 million tons, a week-on-week increase of 3.13% [2] Oils and Fats - Inventory: The inventory of palm oil in China was 0.6101 million tons, a week-on-week increase of 4.81%. The inventory of rapeseed oil was 0.6580 million tons, a week-on-week increase of 2.65%. The inventory of soybean oil in pressing plants was 1.2388 million tons, a week-on-week increase of 4.45% [5] - Spot-Futures Price Difference: The spot-futures price difference of palm oil was 11 yuan/ton, a week-on-week decrease of 79.25%. The spot-futures price difference of rapeseed oil was 137 yuan/ton, a week-on-week increase of 1.48%. The spot-futures price difference of soybean oil and palm oil was -833 yuan/ton, a week-on-week decrease of 11.57% [5] - Basis: The basis of the palm oil spot main contract was 67.33 yuan/ton, a week-on-week decrease of 30.10%. The basis of the rapeseed oil spot main contract was 176 yuan/ton, a week-on-week increase of 14.29%. The basis of the soybean oil spot main contract was 208.84 yuan/ton, a week-on-week increase of 6.15% [5]