油料日报：新豆上市在即，花生供应释放受天气影响-20250919

Report Industry Investment Rating - The investment strategy for both soybeans and peanuts is neutral [3][5] Core Views - For soybeans, the new season soybeans in Northeast China are about to be mass - listed next week, but the recovery of terminal demand is slow. The market is in a wait - and - see state, and the short - term price shows a slightly weak trend [2] - For peanuts, the peanut futures fluctuated upward yesterday. The quality of peanuts in Henan is affected by continuous rainfall, and the demand side prefers peanuts from Hebei and Liaoning. The overall oil mill startup rate is low, and the market is waiting and watching, paying attention to the weather in Henan and the listing progress in Northeast China [4] Summary by Related Content Soybean Market Analysis - Futures: The closing price of the bean one 2511 contract yesterday was 3904.00 yuan/ton, a change of +9.00 yuan/ton from the previous day, with a change amplitude of +0.23% [1] - Spot: The edible bean spot basis was A11 + 316, a change of - 9 from the previous day, with a change amplitude of 32.14%. The market transactions in Northeast China are dull, and new grain purchases are small. The prices of some regions are stable compared with the previous day [1] Peanut Market Analysis - Futures: The closing price of the peanut 2510 contract yesterday was 7858.00 yuan/ton, a change of +36.00 yuan/ton from the previous day, with a change amplitude of +0.46% [3] - Spot: The average spot price of peanuts was 8300.00 yuan/ton, with a change of +0.00 yuan/ton from the previous day. The spot basis was PK10 + 342.00, a change of - 36.00 from the previous day, with a change amplitude of - 9.52%. The national average price of common peanuts dropped by 0.03 yuan/jin. The oil mill's purchase volume is small due to weather, and the startup rate is low [3]