油脂油料早报-20250930
Yong An Qi Huo·2025-09-30 01:22

Report Summary 1) Report Industry Investment Rating No investment rating information is provided in the report. 2) Core Viewpoints The report presents overnight market information, including data on the US soybean harvest, export, and Brazilian soybean and corn sowing, as well as some price - related data [1]. 3) Summary by Relevant Content US Soybean Information - As of the week ending September 28, 2025, the US soybean harvest rate was 19%, in line with market expectations, compared to 9% the previous week, 24% last year, and a five - year average of 20% [1]. - As of the week ending September 28, 2025, the US soybean good - to - excellent rate was 62%, higher than the expected 60%, compared to 61% the previous week and 64% last year [1]. - As of the week ending September 28, 2025, the US soybean defoliation rate was 79%, compared to 61% the previous week, 79% last year, and a five - year average of 77% [1]. - As of the week ending September 25, 2025, the US soybean export inspection volume was 593,956 tons, within the market forecast range of 450,000 - 900,000 tons, compared to a revised 565,630 tons the previous week [1]. - As of the current crop year (starting September 1, 2025), the cumulative US soybean export inspection volume was 2,246,104 tons, compared to 1,929,770 tons in the same period last year [1]. Brazilian Crop Information - As of last Thursday, Brazil's 2025/26 soybean sowing area reached 3.2% of the expected total area, higher than 0.9% a week ago and 2% last year [1]. - Brazil's 2025/26 first - season corn sowing in the core south - central region was 32% of the expected area, compared to 30% last year [1]. Price Information | Date | Bean Meal (Jiangsu) | Rapeseed Meal (Guangdong) | Soybean Oil (Jiangsu) | Palm Oil (Guangzhou) | Rapeseed Oil (Jiangsu) | | ---- | ---- | ---- | ---- | ---- | ---- | | 2025/09/23 | 2870 | 2530 | 8250 | 8980 | 10180 | | 2025/09/24 | 2880 | 2490 | 8330 | 9050 | 10120 | | 2025/09/25 | 2890 | 2520 | 8330 | 9140 | 10330 | | 2025/09/26 | 2880 | 2500 | 8430 | 9160 | 10400 | | 2025/09/29 | 2880 | 2500 | 8390 | 9150 | 10340 | [1][10]