银河期货花生日报-20251016

Group 1: Report Summary - The report is a peanut daily report dated October 16, 2025, focusing on peanut market data, analysis, and trading strategies [2] Group 2: Data Futures Market - PK604 had a closing price of 8010, a decrease of 98 (-1.22%), with a trading volume decrease of 24.94% and an open interest decrease of 1.98% [2] - PK601 had a closing price of 7966, a decrease of 96 (-1.21%), a trading volume increase of 4.21%, and an open interest increase of 3.47% [2] Spot Market - Spot prices in different regions were stable, with Northeast Jilin Fuyu 308 general peanuts at 4.15 yuan/jin, and Henan产区 at 4.2 - 4.3 yuan/jin [4] - Imported Sudan refined new peanuts were priced at 8600 yuan/ton, and Senegalese oil peanuts at 7800 yuan/ton [4] By - product Market - Rizhao soybean meal spot was weak at 2920 yuan/ton, down 10 yuan/ton from the previous day [8] - Peanut meal was short - term weak, with 48 - protein peanut meal at 3200 yuan/ton [8] Group 3: Market Analysis - Peanut prices in Henan and Northeast China were stable, and it was expected that peanut spot prices would be relatively strong in the short term [4] - Some peanut oil mills started purchasing, with the pre - shutdown mainstream transaction price at 7800 - 7900 yuan/ton and the theoretical break - even price at 7920 yuan/ton [4] - Peanut oil and soybean oil prices were stable, with domestic first - grade ordinary peanut oil at 14500 yuan/ton and small - pressed fragrant peanut oil at 16500 yuan/ton [4][8] - Supply increased, but downstream demand was still weak, and short - term peanut prices were relatively stable [10] - Due to heavy rainfall during the harvest in Henan, peanut quality was poor, and farmers' peanut storage was restricted, so peanut spot prices might fall, but far - month peanuts could be strong [10] - It was expected that the new - season peanut production would be similar to last year, and the planting cost decreased [10] Group 4: Trading Strategies - Unilateral: 01 and 05 peanuts were in a low - level shock, and one could go long on short - term pullbacks with a light position [11] - Spread: Wait and see [12] - Options: Hold the short position of pk601 - P - 7600 [13] Group 5: Related Attachments - There were six figures including Shandong peanut spot price, peanut oil mill profit, peanut oil price, etc. [15][23][26]