产地降雨影响，盘面偏强震荡

Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Core Viewpoints - The peanut market is affected by rainfall in production areas, with the spot price remaining strong. This week, the 01 peanut contract showed a strong and volatile trend, and the 1 - 4 spread remained stable. It is recommended to try selling the pk601 - P - 7600 option strategy, consider buying 01 and 05 peanuts on dips, and conduct a reverse spread operation on the 1 - 5 spread when it is high [5][6]. 3. Summary by Directory Chapter 1: Comprehensive Analysis and Trading Strategies - Option Strategy: Try selling the pk601 - P - 7600 option strategy [5]. - Trading Logic: Peanut trading volume decreased. In the domestic market, the price of general - purpose peanuts in Henan dropped, while that in the Northeast rose. The purchase price of oil mills remained stable. The import volume of peanuts decreased significantly, the operating rate of oil mills increased, the spot price of peanut meal was stable, the price of peanut oil was stable, and the profit of oil mill crushing decreased. Downstream consumption was still weak. The peanut inventory of oil mills decreased, but the peanut oil inventory continued to rise. Due to rainfall during the peanut harvest in Henan and other places, the peanut quality declined, and the peanut spot price remained strong [6]. - Strategy: The peanut market is expected to be strong and volatile. Consider buying 01 and 05 peanuts on dips [6]. - Spread Strategy: Conduct a reverse spread operation on the 1 - 5 spread when it is high [6]. Chapter 2: Core Logic Analysis - Peanut Price: - Domestic Peanuts: The price of peanuts in Henan dropped, while that in the Northeast rose. The price of general - purpose peanuts in Shandong remained stable. The price of general - purpose peanuts showed mixed trends. For example, the price of new - season peanuts in Henan's Zhengyang dropped by 0.1 yuan/jin to 4.2 yuan/jin, and the price of Baisha peanuts in Liaoning's Changtu rose by 0.05 yuan/jin to 4.15 yuan/jin [11]. - Oil Mill Peanuts: The purchase price of oil mills remained stable, with most still not purchasing. The basic purchase price of oil mills was around 7800 - 7900 yuan/ton [11]. - Imported Peanuts: The price of imported peanuts remained stable. The price of new Sudanese peanuts was 8600 yuan/ton, and the price of Senegalese oil - type peanuts was 7800 yuan/ton [11]. - Domestic Demand: - Oil Mill Operating Rate: As of October 16, the operating rate of peanut oil mills was 8.58%, a week - on - week increase of 2.55% [15]. - Oil Mill Inventory: The arrival volume of oil mills this week was 0.87 million tons, an increase of 0.36 million tons from last week. The peanut inventory of oil mills was 3.2 million tons, a decrease of 0.39 million tons from last week. The peanut oil inventory was 3.8 million tons, an increase of 0.1 million tons from last week [15]. - Pressing Profit: - The purchase price of peanut oil mills increased, the price of peanut meal was stable, and the price of peanut oil was stable. As a result, the profit of oil mill crushing was 250 yuan/ton, a decrease of 40 yuan/ton compared to last week [19]. - The average price of first - grade peanut oil was 14,500 yuan/ton, remaining stable compared to last week. The price of small - squeezed fragrant peanut oil was 16,500 yuan/ton, also remaining stable [19]. - Due to the strong spot price of soybean meal, the price difference between peanut meal and soybean meal was low, and the price of peanut meal was weak, remaining at 3200 yuan/ton this week [19]. - Basis and Spread: - Spread: This week, due to the strong performance of the 01 peanut contract, the 1 - 4 spread of peanuts remained stable at around - 116 yuan [26]. - Spot - Futures Price Difference: It declined [26]. - Peanut Import: - Peanut Kernel Import: In August, the import volume of peanut kernels was 26,000 tons. From January to August, the cumulative import volume was 129,000 tons, a 75% decrease compared to the same period last year [30]. - Peanut Kernel Export: In August, the export volume of peanut kernels was 10,000 tons. From January to August, the cumulative export volume was 105,000 tons, a 27% increase compared to the same period last year [30]. - Peanut Oil Import: In August, the import volume of peanut oil was 31,000 tons. From January to August, the cumulative import volume of peanut oil was 254,000 tons, a 40% increase compared to the same period last year [30]. Chapter 3: Weekly Data Tracking The content mainly presents various data charts related to peanuts, including price trends, operating rates, inventory changes, import and export volumes, etc., but no specific data analysis and summary are provided in the text. The data includes historical price trends of peanuts in different regions, the operating rate of peanut oil mills, peanut and peanut oil inventories, pressing profits, and import and export volumes of peanuts and peanut oil over different time periods [10][14][18][29].