油料日报-20250916

Group 1: Report Industry Investment Rating - The investment rating for the industry is neutral [2][3] Group 2: Core Views of the Report - The price of peanuts is under pressure and fluctuating due to insufficient demand, and the supply is expected to increase with new peanuts from various regions entering the market, while most oil mills have no plans to start operations. Attention should be paid to changes in holiday consumption [2] - The price of soybeans is under pressure as the new domestic soybeans in the Northeast region are expected to have a good harvest, and the market is waiting for the large - scale listing of new grains around the 20th [1] Group 3: Summary by Related Catalogs Soybean View Market Analysis - Futures: The closing price of the bean - one 2511 contract yesterday was 3939.00 yuan/ton, a change of - 20.00 yuan/ton (- 0.51%) from the previous day [1] - Spot: The basis of edible soybeans was A11 + 281, a change of + 20 (+ 32.14%) from the previous day. The spot prices in different regions of Heilongjiang remained stable [1] - Market situation: New high - oil soybeans in the Northeast are sporadically on the market, with large - scale listing expected after the 20th. The market is in a wait - and - see mood, and the expected high yield of new grains is putting pressure on domestic soybean prices [1] Peanut View Market Analysis - Futures: The closing price of the peanut 2510 contract yesterday was 7728.00 yuan/ton, a change of - 46.00 yuan/ton (- 0.59%) from the previous day [2] - Spot: The average spot price of peanuts was 8350.00 yuan/ton, a change of + 50.00 yuan/ton (+ 0.60%) from the previous day. The basis was PK10 + 472.00, a change of + 46.00 (+ 10.80%) from the previous day. The national average price of peanut general rice increased, and the prices in different regions and varieties showed different trends. The arrival volume of oil mills in some areas increased slightly [2] - Market situation: The quality of newly listed peanuts in Henan is average due to weather. New peanuts in Hebei, Shandong, and the Northeast are gradually on the market, with increased supply expectations and insufficient demand, and most oil mills have no plans to start operations [2]