油脂油料早报-20250905

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - Brazil exported 9,338,292.80 tons of soybeans in August 2025, a 16% year - on - year increase, with a daily average export volume of 444,680.61 tons, a 22% year - on - year increase [1]. - Malaysia's crude palm oil production in August 2025 increased by 2.07% compared to the previous month, with production in the Malay Peninsula down 1.26% and in East Malaysia up 7.56% (Sabah up 7.36% and Sarawak up 8.14%) [1]. - Australia's rapeseed production in the 2025/26 season is expected to reach 5.9 million tons, a 3% increase from the previous forecast, due to good weather conditions [1]. 3. Summaries by Related Catalogs Overnight Market Information - Brazil's soybean export data in August 2025 shows significant year - on - year growth [1]. - Malaysia's palm oil production in August 2025 has a mixed performance in different regions [1]. - Australia's rapeseed production is expected to increase due to favorable weather [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 29 to September 4, 2025, are presented [2]. Protein Meal Basis No detailed information provided. Oil Basis No detailed information provided. Oil and Oilseed Futures Spreads No detailed information provided. Main Producer Precipitation Conditions No detailed information provided. Imported Soybean Futures Crushing Profit No detailed information provided. Oil Import Profit No detailed information provided.